Form 4: Healthcare Realty Trust Director Acquires Partnership Units

Director Nancy H. Agee reports acquisition of partnership units convertible into Healthcare Realty Trust Inc. common stock.

Summary

• Nancy H. Agee, a director of Healthcare Realty Trust Inc., filed a Form 4 disclosing changes in beneficial ownership.
• The report indicates the acquisition of 9,018 partnership units on May 20, 2025, which are designated as LTIP Series D Units in Healthcare Realty Holdings, L.P.
• These units vest on May 19, 2026, and can be converted into common stock of the Issuer on a one-for-one basis upon achieving equivalent capital account balance per unit.
• Agee directly owns 36,069 shares of common stock and indirectly owns 3,431 shares held in a living trust.
• Following the reported transaction, Agee directly owns 30,780 derivative securities.

Sentiment

Score: 5

Explanation: The document is a standard regulatory filing, indicating a neutral sentiment.

Future Outlook

The partnership units vest on May 19, 2026, and are convertible into common stock of the Issuer on a one-for-one basis upon achieving equivalent capital account balance per unit.

Industry Context

Form 4 filings are standard practice for reporting changes in beneficial ownership by company insiders, providing transparency to investors.

Stakeholder Impact

• The acquisition of partnership units by a director may signal confidence in the company's future performance to shareholders.

Key Dates

Keywords

Form 4, beneficial ownership, partnership units, LTIP Series D Units, Healthcare Realty Trust, HR, director, Nancy H. Agee