Welcome to our dedicated page for Sonida Senior Living SEC filings (Ticker: SNDA), a comprehensive resource for investors and traders seeking official regulatory documents including 10-K annual reports, 10-Q quarterly earnings, 8-K material events, and insider trading forms.
Sonida Senior Living, Inc. filings document a Delaware senior living company with common stock listed on the NYSE under SNDA. The record includes Form 8-K reports for operating results, investor presentations, material agreements, capital-structure changes, and the completed CNL Healthcare Properties merger.
Proxy and governance filings describe annual meeting matters, director elections, auditor ratification, advisory executive compensation votes, equity incentive plan amendments, board composition and committee appointments. Capital disclosures include preferred stock conversion, warrant amendments and financing arrangements tied to the company’s senior housing portfolio.
Sonida Senior Living SVP & Chief Investment Officer Max Levy reported a routine tax-withholding transaction related to equity compensation. On the vesting of restricted stock, 1,785 shares of common stock were withheld at $32.75 per share to satisfy tax obligations.
After this tax-withholding disposition, Levy directly holds 100,297 shares of Sonida Senior Living common stock. Footnotes note additional unvested performance-based RSUs: 11,692 RSUs eligible to vest following the end of 2027 and 12,723 RSUs eligible to vest following the end of 2028, subject to financial goals and Compensation Committee certification.
Sonida Senior Living SVP & Chief Investment Officer Max Levy reported an amended Form 4 reflecting a routine tax-withholding event tied to restricted stock vesting. On the vesting date, 1,405 shares of common stock were withheld at $36.94 per share to cover tax obligations, rather than sold on the market.
The amendment corrects an administrative error in the original Form 4 by updating the number of shares withheld for taxes; all other previously reported information remains accurate. After this withholding, Levy directly holds 102,082 shares of common stock. Footnotes note additional performance-based RSUs that may vest after 2027 and 2028 based on financial goals.
Sonida Senior Living, Inc. reporting persons filed an amendment to a Schedule 13G/A reporting beneficial ownership of 911,265 shares of Common Stock. The filing states those shares represent 4.84% of the class based on 18,823,108 shares outstanding as of August 6, 2025.
The amendment identifies Hazelview Investments Inc. and Ugo Bizzarri as joint filers, reports shared voting and dispositive power for 911,265 shares, and attaches a Joint Filing Agreement dated June 1, 2026.
Sonida Senior Living appointed Anton Nikodemus as Executive Vice President and Chief Operating Officer, effective June 15, 2026. He brings about 30 years of hospitality and large-scale operations experience, including senior roles at Seaport Entertainment Group and MGM Resorts International overseeing multibillion-dollar resort portfolios.
Under his employment agreement, Mr. Nikodemus will receive an annual base salary of $550,000 and will be eligible for a performance bonus targeted at 100% of base salary. For fiscal 2026, his bonus will be at least $301,370. He will also be reimbursed for up to $50,000 in relocation expenses and is eligible for time-based and performance-based equity awards comparable to other senior executives, including stock units tied to stock price hurdles, subject to stockholder approval of an equity plan amendment.
In his new role, he will oversee end-to-end operational performance across Sonida’s senior living portfolio, with an emphasis on resident experience, scaling the operating platform, and margin expansion, including use of the company’s SPIN (Sonida Performance Insight Navigator) operating infrastructure.
SONIDA SENIOR LIVING, INC. executive Tabitha Bailey, SVP & Chief Legal Officer, reported a tax-related share withholding. Upon vesting of restricted stock, 432 shares of common stock were withheld to satisfy tax obligations, leaving her with 19,328 shares held directly. This reflects compensation-related tax withholding rather than an open-market trade.
Sonida Senior Living SVP & Chief Accounting Officer Timothy Cober reported a routine tax-related share withholding. On the vesting of restricted stock, 346 shares of common stock were withheld on May 19, 2026 at $36.94 per share to satisfy tax withholding obligations. After this disposition, he directly holds 40,966 common shares.
In addition to these shares, Cober has 4,252 performance-based RSUs eligible to vest following the end of 2027 and 5,453 performance-based RSUs eligible to vest following the end of 2028, in each case from 0% to 150% based on financial goals certified by the Compensation Committee.
Sonida Senior Living SVP & Chief Investment Officer Max Levy reported a routine tax-related share withholding. On the vesting of restricted stock, 1,363 shares of common stock were withheld at $36.94 per share to satisfy tax withholding obligations, rather than sold in the open market.
After this transaction, Levy directly holds 102,124 shares of common stock. Footnotes also note additional performance-based RSUs: 11,692 RSUs eligible to vest following the end of 2027 and 12,723 RSUs eligible to vest following the end of 2028, subject to Sonida’s achievement of specified financial goals and Compensation Committee certification.
Sonida Senior Living President & CEO Brandon Ribar reported a tax-related share withholding event. On the vesting of restricted stock, 3,067 shares of common stock were withheld at $36.94 per share to cover tax obligations, a non-market transaction.
After this withholding, Ribar directly holds 303,831 shares of common stock. The disclosure also notes performance-based RSUs that may vest after 2027 and 2028 if specified financial goals are met and the Compensation Committee certifies the results.
Sonida Senior Living EVP & CFO Kevin Detz reported routine equity activity related to restricted stock vesting. On May 19, 2026, 1,952 shares of common stock were withheld to satisfy tax withholding obligations at $36.94 per share, leaving him with 186,423 directly held shares. The filing also notes indirect holdings of 85 shares each held by his son and daughter. Footnotes describe additional performance-based RSUs of 14,881 and 19,085 units that may vest after 2027 and 2028 based on financial goals and Compensation Committee certification.
Sonida Senior Living, Inc. established an at-the-market equity program allowing the sale of up to $250,000,000 of common stock through a group of sales agents and forward purchasers under an equity distribution agreement and related master confirmations.
Shares may be sold over time on the New York Stock Exchange or other markets, including ordinary broker transactions, block trades and negotiated deals. Sales agents can earn up to 2.0% of the sale price as commission, and forward purchasers receive up to 2.0% via a reduced initial forward sale price.
The company plans to use net proceeds for acquisitions, capital projects at its senior living communities, working capital and other general corporate purposes, including possible debt repayment. It will not initially receive cash from forward sales and generally expects to settle forward agreements by delivering shares later.