Alonso Lisa A 4
Research Summary
AI-generated summary
Healthpeak (DOC) EVP Lisa Alonso Forfeits 657 Shares for Taxes
What Happened
- Lisa A. Alonso, Executive Vice President and Chief Human Resources Officer of Healthpeak Properties (DOC), had 657 shares withheld/forfeited to satisfy tax withholding related to the vesting of restricted stock units. The shares were valued at $16.85 each, totaling about $11,070. The filing shows the disposition code F (tax withholding); the footnote clarifies this was a forfeiture to cover taxes, not a market sale.
Key Details
- Transaction date: February 7, 2026
- Price per share: $16.85; Shares forfeited: 657; Total value: ~$11,070
- Form filed: February 10, 2026
- Transaction code: F (forfeiture/tax withholding). Footnote: shares required to be forfeited to satisfy applicable tax withholding in connection with RSUs granted Feb 7, 2025; the forfeiture "does not constitute a sale transaction."
- Shares owned after the transaction: not specified in the filing
Context
- This was a routine tax-withholding event tied to RSU vesting (a cashless settlement mechanism), not an open-market sale or purchase. Such forfeitures are common and reflect tax obligations rather than a change in the insider’s investment stance.