STOCK TITAN

[Form 4] Healthcare Realty Trust Incorporated Insider Trading Activity

Filing Impact
(High)
Filing Sentiment
(Negative)
Form Type
4
Rhea-AI Filing Summary

Julie F. Wilson, EVP and Chief Administrative Officer and a director of Healthcare Realty Trust Inc. (HR), reported a transaction dated 08/08/2025 related to the vesting of previously granted restricted shares. The issuer withheld 32,058 common shares to satisfy minimum tax withholding; after the withholding the reporting person’s direct beneficial ownership of common stock is shown as 128,419 shares.

The filing also records the issuance upon vesting of 106,823 LTIP Series D partnership units, described as profits interests that may convert into common partnership interests and then into common stock on a one-for-one basis; the filing shows an equivalent of 106,823 common shares underlying those units as directly beneficially owned. The Form 4 was signed under power of attorney by Andrew E. Loope.

Julie F. Wilson, EVP e Chief Administrative Officer e membro del consiglio di Healthcare Realty Trust Inc. (HR), ha segnalato una transazione datata 08/08/2025 relativa al vesting di azioni ristrette precedentemente assegnate. L'emittente ha trattenuto 32,058 azioni ordinarie per soddisfare la ritenuta fiscale minima; dopo la trattenuta la proprietà diretta di azioni ordinarie della persona segnalante risulta pari a 128,419 azioni.

La comunicazione registra inoltre l'emissione, al momento del vesting, di 106,823 unità di partecipazione LTIP Series D, descritte come interessi sui profitti che possono convertirsi in interessi di partecipazione ordinaria e poi in azioni ordinarie su base uno a uno; la segnalazione indica l'equivalente di 106,823 azioni ordinarie sottostanti a tali unità come direttamente possedute. Il Modulo 4 è stato firmato per procura da Andrew E. Loope.

Julie F. Wilson, EVP y Chief Administrative Officer y directora de Healthcare Realty Trust Inc. (HR), informó una operación con fecha 08/08/2025 relacionada con el vesting de acciones restringidas concedidas anteriormente. El emisor retuvo 32,058 acciones ordinarias para satisfacer la retención fiscal mínima; tras la retención, la participación directa en acciones ordinarias de la persona informante aparece como 128,419 acciones.

El informe también registra la emisión, al vestirse, de 106,823 unidades de sociedad LTIP Series D, descritas como 'profits interests' que pueden convertirse en intereses de sociedad ordinaria y luego en acciones ordinarias en una base uno a uno; el informe muestra un equivalente de 106,823 acciones ordinarias subyacentes a esas unidades como propiedad beneficiaria directa. El Formulario 4 fue firmado bajo poder notarial por Andrew E. Loope.

Julie F. Wilson는 Healthcare Realty Trust Inc. (HR)의 EVP 겸 최고행정책임자이자 이사로서 08/08/2025자 거래를 신고했으며, 이는 이전에 부여된 제한주식의 권리 확정(vesting)에 관한 것입니다. 발행사는 최소 세금 원천징수를 충당하기 위해 32,058 보통주를 원천징수했으며; 원천징수 후 보고인의 보통주 직접 실소유는 128,419 주로 표시됩니다.

신고서에는 또한 베스팅 시 106,823 LTIP 시리즈 D 파트너십 유닛이 발행된 것으로 기록되어 있으며, 이는 보통 파트너십 지분으로 전환된 다음 1대1 비율로 보통주로 전환될 수 있는 수익(이익) 지분(profits interests)으로 설명됩니다; 신고서는 해당 유닛에 기초한 106,823 주 상당의 보통주가 직접 실소유로 표시된 것으로 나타냅니다. Form 4는 Andrew E. Loope가 위임장에 따라 서명했습니다.

Julie F. Wilson, EVP et Chief Administrative Officer et administratrice de Healthcare Realty Trust Inc. (HR), a signalé une transaction datée du 08/08/2025 relative au vesting d'actions restreintes précédemment attribuées. L'émetteur a retenu 32,058 actions ordinaires pour couvrir la retenue fiscale minimale ; après cette retenue, la détention directe en actions ordinaires de la personne déclarant est indiquée comme étant de 128,419 actions.

Le dépôt enregistre également l'émission, au moment du vesting, de 106,823 unités de partenariat LTIP Series D, décrites comme des « profits interests » susceptibles d'être converties en parts de partenariat ordinaires puis en actions ordinaires sur une base un pour un ; le dépôt montre l'équivalent de 106,823 actions ordinaires sous-jacentes à ces unités comme détenues en propriété bénéficiaire directe. Le formulaire 4 a été signé par procuration par Andrew E. Loope.

Julie F. Wilson, EVP und Chief Administrative Officer sowie Direktorin von Healthcare Realty Trust Inc. (HR), meldete eine Transaktion datiert 08/08/2025, die das Vesting zuvor gewährter Restricted Shares betrifft. Der Emittent behielt 32,058 Stammaktien ein, um die minimale Steuerabzugsverpflichtung zu erfüllen; nach der Einbehaltung wird das direkte wirtschaftliche Eigentum der meldenden Person an Stammaktien mit 128,419 Aktien angegeben.

Die Meldung verzeichnet außerdem die Ausgabe von 106,823 LTIP Series D Partnerschaftsanteilen beim Vesting, beschrieben als 'profits interests', die in Common Partnership Interests und anschließend eins zu eins in Stammaktien umwandelbar sein können; die Meldung zeigt ein Äquivalent von 106,823 Stammaktien, die diesen Einheiten zugrunde liegen und als direkt wirtschaftlich besessen ausgewiesen werden. Das Formular 4 wurde per Vollmacht von Andrew E. Loope unterzeichnet.

Positive
  • Retention of equity through vesting: reporting person received vested awards rather than selling in the open market, indicating continued ownership alignment.
  • Performance-based LTIP units issued: 106,823 LTIP Series D units were granted/issued upon vesting, aligning compensation with future performance outcomes.
Negative
  • Potential dilution: LTIP Series D units may convert into 106,823 common shares on a one-for-one basis, which could increase the outstanding share count if converted.
  • Tax withholding reduced direct holdings: 32,058 shares were withheld to satisfy tax obligations, lowering the reporting person’s immediate share count.

Insights

TL;DR: Insider vesting and tax-withholding, plus large LTIP unit conversion potential; governance impact is modest and routine.

The report documents routine equity compensation vesting and withholding rather than an open-market sale. Retaining awards via vesting signals management is remaining invested, while the issuance of 106,823 LTIP Series D units creates a contingent claim that can convert one-for-one into common stock. From a governance standpoint this is a standard executive compensation outcome; monitoring dilution and performance conditions tied to the LTIP is appropriate but the transaction itself is not an unusual corporate governance event.

TL;DR: Transaction reflects tax withholding on vested restricted shares and conversion-eligible performance units; financial impact depends on future conversion and performance outcomes.

This Form 4 shows 32,058 shares withheld to cover tax on vesting and the vesting-triggered issuance of 106,823 LTIP Series D units that are structured as profits interests convertible into partnership interests and then into common stock one-for-one. For investors the key considerations are the conditions under which the LTIP units convert and the potential incremental share count of up to 106,823 common shares. The reported price reference of $16.67 appears as the metric associated with the units and withheld shares but does not reflect an open-market sale.

Julie F. Wilson, EVP e Chief Administrative Officer e membro del consiglio di Healthcare Realty Trust Inc. (HR), ha segnalato una transazione datata 08/08/2025 relativa al vesting di azioni ristrette precedentemente assegnate. L'emittente ha trattenuto 32,058 azioni ordinarie per soddisfare la ritenuta fiscale minima; dopo la trattenuta la proprietà diretta di azioni ordinarie della persona segnalante risulta pari a 128,419 azioni.

La comunicazione registra inoltre l'emissione, al momento del vesting, di 106,823 unità di partecipazione LTIP Series D, descritte come interessi sui profitti che possono convertirsi in interessi di partecipazione ordinaria e poi in azioni ordinarie su base uno a uno; la segnalazione indica l'equivalente di 106,823 azioni ordinarie sottostanti a tali unità come direttamente possedute. Il Modulo 4 è stato firmato per procura da Andrew E. Loope.

Julie F. Wilson, EVP y Chief Administrative Officer y directora de Healthcare Realty Trust Inc. (HR), informó una operación con fecha 08/08/2025 relacionada con el vesting de acciones restringidas concedidas anteriormente. El emisor retuvo 32,058 acciones ordinarias para satisfacer la retención fiscal mínima; tras la retención, la participación directa en acciones ordinarias de la persona informante aparece como 128,419 acciones.

El informe también registra la emisión, al vestirse, de 106,823 unidades de sociedad LTIP Series D, descritas como 'profits interests' que pueden convertirse en intereses de sociedad ordinaria y luego en acciones ordinarias en una base uno a uno; el informe muestra un equivalente de 106,823 acciones ordinarias subyacentes a esas unidades como propiedad beneficiaria directa. El Formulario 4 fue firmado bajo poder notarial por Andrew E. Loope.

Julie F. Wilson는 Healthcare Realty Trust Inc. (HR)의 EVP 겸 최고행정책임자이자 이사로서 08/08/2025자 거래를 신고했으며, 이는 이전에 부여된 제한주식의 권리 확정(vesting)에 관한 것입니다. 발행사는 최소 세금 원천징수를 충당하기 위해 32,058 보통주를 원천징수했으며; 원천징수 후 보고인의 보통주 직접 실소유는 128,419 주로 표시됩니다.

신고서에는 또한 베스팅 시 106,823 LTIP 시리즈 D 파트너십 유닛이 발행된 것으로 기록되어 있으며, 이는 보통 파트너십 지분으로 전환된 다음 1대1 비율로 보통주로 전환될 수 있는 수익(이익) 지분(profits interests)으로 설명됩니다; 신고서는 해당 유닛에 기초한 106,823 주 상당의 보통주가 직접 실소유로 표시된 것으로 나타냅니다. Form 4는 Andrew E. Loope가 위임장에 따라 서명했습니다.

Julie F. Wilson, EVP et Chief Administrative Officer et administratrice de Healthcare Realty Trust Inc. (HR), a signalé une transaction datée du 08/08/2025 relative au vesting d'actions restreintes précédemment attribuées. L'émetteur a retenu 32,058 actions ordinaires pour couvrir la retenue fiscale minimale ; après cette retenue, la détention directe en actions ordinaires de la personne déclarant est indiquée comme étant de 128,419 actions.

Le dépôt enregistre également l'émission, au moment du vesting, de 106,823 unités de partenariat LTIP Series D, décrites comme des « profits interests » susceptibles d'être converties en parts de partenariat ordinaires puis en actions ordinaires sur une base un pour un ; le dépôt montre l'équivalent de 106,823 actions ordinaires sous-jacentes à ces unités comme détenues en propriété bénéficiaire directe. Le formulaire 4 a été signé par procuration par Andrew E. Loope.

Julie F. Wilson, EVP und Chief Administrative Officer sowie Direktorin von Healthcare Realty Trust Inc. (HR), meldete eine Transaktion datiert 08/08/2025, die das Vesting zuvor gewährter Restricted Shares betrifft. Der Emittent behielt 32,058 Stammaktien ein, um die minimale Steuerabzugsverpflichtung zu erfüllen; nach der Einbehaltung wird das direkte wirtschaftliche Eigentum der meldenden Person an Stammaktien mit 128,419 Aktien angegeben.

Die Meldung verzeichnet außerdem die Ausgabe von 106,823 LTIP Series D Partnerschaftsanteilen beim Vesting, beschrieben als 'profits interests', die in Common Partnership Interests und anschließend eins zu eins in Stammaktien umwandelbar sein können; die Meldung zeigt ein Äquivalent von 106,823 Stammaktien, die diesen Einheiten zugrunde liegen und als direkt wirtschaftlich besessen ausgewiesen werden. Das Formular 4 wurde per Vollmacht von Andrew E. Loope unterzeichnet.

SEC Form 4
FORM 4 UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549

STATEMENT OF CHANGES IN BENEFICIAL OWNERSHIP

Filed pursuant to Section 16(a) of the Securities Exchange Act of 1934
or Section 30(h) of the Investment Company Act of 1940
OMB APPROVAL
OMB Number: 3235-0287
Estimated average burden
hours per response: 0.5
Check this box if no longer subject to Section 16. Form 4 or Form 5 obligations may continue. See Instruction 1(b).
Check this box to indicate that a transaction was made pursuant to a contract, instruction or written plan for the purchase or sale of equity securities of the issuer that is intended to satisfy the affirmative defense conditions of Rule 10b5-1(c). See Instruction 10.
1. Name and Address of Reporting Person*
Wilson Julie F.

(Last) (First) (Middle)
3310 WEST END AVENUE, SUITE 700
SUITE 700, ATTENTION: ANDREW LOOPE

(Street)
NASHVILLE TN 37203

(City) (State) (Zip)
2. Issuer Name and Ticker or Trading Symbol
Healthcare Realty Trust Inc [ HR ]
5. Relationship of Reporting Person(s) to Issuer
(Check all applicable)
Director 10% Owner
X Officer (give title below) Other (specify below)
EVP, Chief Admin. Officer
3. Date of Earliest Transaction (Month/Day/Year)
08/08/2025
4. If Amendment, Date of Original Filed (Month/Day/Year)
6. Individual or Joint/Group Filing (Check Applicable Line)
X Form filed by One Reporting Person
Form filed by More than One Reporting Person
Table I - Non-Derivative Securities Acquired, Disposed of, or Beneficially Owned
1. Title of Security (Instr. 3) 2. Transaction Date (Month/Day/Year) 2A. Deemed Execution Date, if any (Month/Day/Year) 3. Transaction Code (Instr. 8) 4. Securities Acquired (A) or Disposed Of (D) (Instr. 3, 4 and 5) 5. Amount of Securities Beneficially Owned Following Reported Transaction(s) (Instr. 3 and 4) 6. Ownership Form: Direct (D) or Indirect (I) (Instr. 4) 7. Nature of Indirect Beneficial Ownership (Instr. 4)
Code V Amount (A) or (D) Price
Common Stock 08/08/2025 F(1) 32,058 D $16.67 128,419 D
Table II - Derivative Securities Acquired, Disposed of, or Beneficially Owned
(e.g., puts, calls, warrants, options, convertible securities)
1. Title of Derivative Security (Instr. 3) 2. Conversion or Exercise Price of Derivative Security 3. Transaction Date (Month/Day/Year) 3A. Deemed Execution Date, if any (Month/Day/Year) 4. Transaction Code (Instr. 8) 5. Number of Derivative Securities Acquired (A) or Disposed of (D) (Instr. 3, 4 and 5) 6. Date Exercisable and Expiration Date (Month/Day/Year) 7. Title and Amount of Securities Underlying Derivative Security (Instr. 3 and 4) 8. Price of Derivative Security (Instr. 5) 9. Number of derivative Securities Beneficially Owned Following Reported Transaction(s) (Instr. 4) 10. Ownership Form: Direct (D) or Indirect (I) (Instr. 4) 11. Nature of Indirect Beneficial Ownership (Instr. 4)
Code V (A) (D) Date Exercisable Expiration Date Title Amount or Number of Shares
Partnership Units(2) (3) 08/08/2025 A 106,823 (3) (3) Common Stock 106,823 $16.67 106,823 D
Explanation of Responses:
1. This transaction represents shares withheld by the issuer to satisfy its minimum tax withholding obligation in connection with the vesting of restricted shares previously granted to the reporting person.
2. The partnership units are designated LTIP Series D Units, which is a class of partnership interests in Healthcare Realty Holdings, L.P., a Delaware limited partnership ("HR Holdings"), the operating subsidiary of the Issuer. The units were issued upon the vesting of performance based LTIP Series C Units, previously issued to the reporting person.
3. The partnership units are intended to qualify as profits interests for U.S. federal income tax purposes. Upon achieving equivalent capital account balance per unit, the units are convertible into common partnership interests in HR Holdings and then may be converted into common stock of the Issuer on a one-for-one basis. The partnership units have no expiration date.
Remarks:
/s/ Andrew E. Loope as power of attorney 08/11/2025
** Signature of Reporting Person Date
Reminder: Report on a separate line for each class of securities beneficially owned directly or indirectly.
* If the form is filed by more than one reporting person, see Instruction 4 (b)(v).
** Intentional misstatements or omissions of facts constitute Federal Criminal Violations See 18 U.S.C. 1001 and 15 U.S.C. 78ff(a).
Note: File three copies of this Form, one of which must be manually signed. If space is insufficient, see Instruction 6 for procedure.
Persons who respond to the collection of information contained in this form are not required to respond unless the form displays a currently valid OMB Number.

FAQ

What did Julie F. Wilson report on Form 4 for Healthcare Realty Trust (HR)?

The Form 4 reports vesting-related activity: 32,058 common shares were withheld for tax withholding and 106,823 LTIP Series D partnership units were recorded as issued upon vesting.

How many common shares does the filing show Julie Wilson owns after the transaction?

The filing shows 128,419 shares of common stock beneficially owned directly following the reported transaction.

What are the LTIP Series D units reported in the Form 4?

They are described as profits interests in Healthcare Realty Holdings, L.P., intended to convert into common partnership interests and then may convert into common stock on a one-for-one basis; 106,823 units are reported.

Was there an open-market sale reported by the insider?

No open-market sale is reported; the entry reflects shares withheld by the issuer to satisfy tax withholding on vested restricted shares, not a sale.

Who signed the Form 4 filing on behalf of the reporting person?

The Form 4 was signed under power of attorney by Andrew E. Loope on behalf of the reporting person.
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