STOCK TITAN

UHT (UHT) vice president uses 462 shares for tax-withholding

Filing Impact
(Neutral)
Filing Sentiment
(Neutral)
Form Type
4

Rhea-AI Filing Summary

UNIVERSAL HEALTH REALTY INCOME TRUST vice president Karla J. Peterson reported a tax-related share disposition. On June 5, 2026, 462 Shares of Beneficial Interest were delivered at $40.38 per share to satisfy a tax liability, classified as a tax-withholding disposition rather than an open-market sale. After this transaction, Peterson directly owned 4,586 Shares of Beneficial Interest.

Positive

  • None.

Negative

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Insider Peterson Karla J
Role Vice President
Type Security Shares Price Value
Tax Withholding Shares Of Beneficial Interest 462 $40.38 $19K
Holdings After Transaction: Shares Of Beneficial Interest — 4,586 shares (Direct, null)
Footnotes (1)
Shares disposed 462 shares Tax-withholding disposition on June 5, 2026
Transaction price $40.38 per share Value used for tax-withholding disposition
Shares owned after transaction 4,586 shares Direct holdings following disposition
Transaction code F Payment of tax liability by delivering securities
Transaction direction dispose Classified as tax-withholding disposition, not an open-market sale
Shares Of Beneficial Interest financial
"462 Shares Of Beneficial Interest were delivered at $40.38 per share"
tax-withholding disposition financial
"classified as a tax-withholding disposition rather than an open-market sale"
A tax-withholding disposition is an event or transaction—such as selling or transferring securities, exercising options, or receiving compensation—that triggers a requirement to hold back part of the payment and remit it to tax authorities. It matters to investors because it reduces the cash they receive immediately and can change the timing and amount of taxable income, like a cashier taking a portion of your sale proceeds to pay taxes before you get the rest.
transaction code F regulatory
"Transaction code F indicates payment of an exercise price or tax liability"
total shares following transaction financial
"After this transaction, Peterson directly owned 4,586 Shares of Beneficial Interest"
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SEC Form 4
FORM 4UNITED 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*
Peterson Karla J

(Last)(First)(Middle)
UNIVERSAL HEALTH REALTY INCOME TRUST
367 SOUTH GULPH ROAD

(Street)
KING OF PRUSSIA PENNSYLVANIA 19406

(City)(State)(Zip)

UNITED STATES

(Country)
2. Issuer Name and Ticker or Trading Symbol
UNIVERSAL HEALTH REALTY INCOME TRUST [ UHT ]
5. Relationship of Reporting Person(s) to Issuer
(Check all applicable)
Director10% Owner
XOfficer (give title below)Other (specify below)
Vice President
2a. Foreign Trading Symbol
3. Date of Earliest Transaction (Month/Day/Year)
06/05/2026
6. Individual or Joint/Group Filing (Check Applicable Line)
XForm filed by One Reporting Person
Form filed by More than One Reporting Person
4. If Amendment, Date of Original Filed (Month/Day/Year)

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)
CodeVAmount(A) or (D)Price
Shares Of Beneficial Interest06/05/2026F462D$40.384,586D
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)
CodeV(A)(D)Date ExercisableExpiration DateTitleAmount or Number of Shares
Explanation of Responses:
/s/ Charles F. Boyle, attorney-in-fact for Ms. Peterson06/05/2026
** Signature of Reporting PersonDate
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.
* Form 4: SEC 1474 (03-26)

FAQ

What insider transaction did UHT vice president Karla J. Peterson report?

Karla J. Peterson reported a tax-withholding disposition of 462 Shares of Beneficial Interest. The shares were delivered to cover a tax liability, not sold in the open market, as reflected by transaction code F.

How many UHT shares were involved in Karla J. Peterson’s Form 4 filing?

The Form 4 shows 462 Shares of Beneficial Interest were disposed of. These shares were used for tax withholding purposes at a reported price of $40.38 per share, according to the filing’s transaction details.

Was the UHT insider transaction an open-market sale of shares?

No, the transaction was not an open-market sale. It is labeled with code F, described as payment of a tax liability by delivering securities, which is a tax-withholding disposition rather than a discretionary sale into the market.

What price per share was reported for the UHT tax-withholding disposition?

The filing reports a transaction price of $40.38 per share for the 462 Shares of Beneficial Interest. This figure is used to value the securities delivered to satisfy the tax obligation in the reported transaction.

How many UHT shares does Karla J. Peterson hold after the reported transaction?

After the tax-withholding disposition, Karla J. Peterson directly holds 4,586 Shares of Beneficial Interest. This post-transaction balance is disclosed in the Form 4 as the total shares following the reported disposition.

What does transaction code F mean in the UHT Form 4 filing?

Transaction code F indicates payment of an exercise price or tax liability by delivering securities. In this case, the 462 UHT shares were disposed of specifically as a tax-withholding disposition, not as a voluntary open-market trade.