Form 4: Universal Health Realty Income Trust VP Disposes of Shares for Tax Obligations

Karla J Peterson, Vice President of Universal Health Realty Income Trust, reported the disposition of 350 shares to satisfy tax withholding obligations at a price of $40.26 per share.

Summary

• Karla J Peterson, Vice President of Universal Health Realty Income Trust (UHT), disposed of 350 shares of beneficial interest.
• The transaction occurred on June 7, 2025.
• The shares were disposed of at a price of $40.26 per share.
• This disposition was made to satisfy tax withholding obligations, indicated by transaction code 'F'.
• Following this transaction, Ms. Peterson directly owns 3,508 shares of beneficial interest in the company.

Sentiment

Score: 5

Explanation: The transaction is a routine disposition of shares for tax withholding purposes, which is a neutral event and does not reflect a positive or negative sentiment towards the company's performance or outlook.

Positives

• The transaction is a routine disposition for tax withholding purposes, indicating a standard compensation practice for executives.

Negatives

• A reduction in insider ownership, even if for tax purposes, slightly decreases the direct financial alignment of management with shareholders.

Future Outlook

NA

Industry Context

This Form 4 filing details a routine insider transaction for tax purposes and does not provide broader insights into industry trends or competitive dynamics within the healthcare real estate investment trust (REIT) sector.

Related Party Transactions

• The disposition of shares by Karla J Peterson, an officer of Universal Health Realty Income Trust, to the issuer for tax withholding purposes can be considered a related party transaction as it involves an executive and the company.

Stakeholder Impact

• Shareholders: A minor reduction in insider ownership, but generally viewed as a routine administrative event with minimal impact on shareholder value.
• Employees: Reflects standard equity compensation practices for executives.

Key Dates

Keywords

Universal Health Realty Income Trust, UHT, SEC Form 4, Insider Trading, Share Disposition, Tax Withholding, Karla J Peterson, Officer Transaction, Real Estate Investment Trust