| Company | Role | Class | Num Shares | Value | Price $ | Report Date | Ownership |
|---|---|---|---|---|---|---|---|
| Pennant Group, Inc. | Chief Investment Officer | Common Stock | 67,634 | $787,936 | $11.65 | 02 Dec 2022 | Direct |
| CareTrust REIT, Inc. | CFO and Treasurer | LTIP Units | 11,145 | 02 Jan 2026 | Direct | ||
| Pennant Group, Inc. | Chief Investment Officer | Stock Option (right to buy) | 0 | $6.23 | 02 Dec 2022 | Direct |
| Symbol | Company | Period | Transactions | Value $ | Form Type | Role | Filing Time |
|---|---|---|---|---|---|---|---|
| CTRE | CareTrust REIT, Inc. | 02 Jan 2026 | 1 | $0 | 4 | CFO and Treasurer | 06 Jan 2026, 20:58 |
| CTRE | CareTrust REIT, Inc. | 01 Jan 2026 | 0 | $0 | 3 | CFO and Treasurer | 06 Jan 2026, 20:56 |
| PNTG | Pennant Group, Inc. | 02 Dec 2022 | 4 | +$66,789 | 4 | Chief Investment Officer | 16 Dec 2022, 17:11 |
| PNTG | Pennant Group, Inc. | 25 Jul 2022 | 1 | $0 | 4 | Chief Investment Officer | 27 Jul 2022, 19:19 |
| PNTG | Pennant Group, Inc. | 21 Feb 2022 | 1 | $0 | 4 | Chief Investment Officer | 23 Feb 2022, 18:05 |
| PNTG | Pennant Group, Inc. | 25 May 2021 | 1 | $0 | 4 | Chief Investment Officer | 27 May 2021, 16:59 |