Welcome to our dedicated page for Sonida Senior Living SEC filings (Ticker: SNDA), a comprehensive resource for investors and traders seeking official regulatory documents including 10-K annual reports, 10-Q quarterly earnings, 8-K material events, and insider trading forms.
The SEC filings page for Sonida Senior Living, Inc. (NYSE: SNDA) provides access to the company’s official regulatory documents as filed with the U.S. Securities and Exchange Commission. Sonida is a Dallas-based owner, operator and investor in independent living, assisted living and memory care communities and services for senior adults, and its filings offer detailed insight into this senior housing platform.
Through this page, readers can review current reports on Form 8-K that disclose material events such as credit agreements, term loans, bylaw amendments and strategic transactions. Recent 8-K filings describe a senior secured term loan with Ally Bank, an amended and restated credit agreement providing term loan and revolving credit facilities, and the definitive merger agreement under which Sonida will acquire 100% of the outstanding common stock of CNL Healthcare Properties, Inc. in a cash and stock transaction valued at approximately $1.8 billion.
Investors can also use this page to locate periodic reports such as annual reports on Form 10-K and quarterly reports on Form 10-Q, which contain information about Sonida’s senior housing portfolio, resident revenue, occupancy metrics, community net operating income, liquidity, credit facilities and risk factors. Proxy materials and registration statements, including the joint proxy statement/prospectus on Form S-4/A related to the CHP transaction, are available to understand governance matters, stockholder approvals and the structure of the proposed merger.
In addition, this page provides a pathway to insider transaction reports on Forms 3 and 4, as referenced in Sonida’s filings, which disclose beneficial ownership and changes in ownership by directors and executive officers. Stock Titan’s tools can surface and summarize these filings so that users can quickly identify key terms, financial covenants, transaction structures and other elements that shape Sonida’s capital structure and strategic direction.
Sonida Senior Living, Inc. is asking stockholders to vote at a virtual annual meeting on June 11, 2026. Proposals include electing three directors, ratifying BDO USA, P.C. as auditor, an advisory vote on executive pay, and a major equity plan amendment.
The company seeks to amend its 2019 Omnibus Stock and Incentive Plan to raise the share pool from 1,797,600 to 3,197,600 common shares for employee and director awards. As of April 17, 2026, 47,343,272 common shares were outstanding, each with one vote.
The proxy describes board structure, committee independence, and an investor rights agreement that gives Conversant Capital and Silk Partners board designation rights. It also details 2025 pay for top executives, including salary, cash bonuses tied to financial metrics, and performance-based and time-based equity awards.
SONIDA SENIOR LIVING, INC. executive vice president and chief financial officer Kevin Detz reported routine equity compensation and related tax withholding transactions in company common stock.
On April 17, 2026, he received a grant of 12,723 restricted stock units (RSUs), which will vest in equal installments over three years on each anniversary of the grant date. Earlier, on April 5, 2026, 4,461 shares were withheld at $32.18 per share to satisfy tax withholding obligations upon vesting of restricted stock. Following these transactions, he directly holds 188,375 shares and indirectly holds 85 shares for each of his son and daughter.
Footnotes also disclose additional performance-based RSUs: 14,881 units eligible to vest from 0% to 150% after the end of 2027 and 19,085 units with similar terms after the end of 2028, subject to the company achieving specified financial goals and certification by the compensation committee.
Sonida Senior Living, Inc. reported that President & CEO Brandon Ribar received an equity grant and had shares withheld for taxes. On April 17, 2026, he acquired 23,023 shares of common stock at $0.00 per share as a grant of restricted stock units that will vest in equal installments over three years on each anniversary of the grant date. On April 5, 2026, 7,010 shares were disposed of at $32.18 per share to satisfy tax withholding obligations upon vesting of previously awarded restricted stock, which is not an open-market sale. After these transactions, he directly owned 306,898 shares of common stock. Footnotes also state he holds additional performance-based RSUs that may vest after the end of 2027 and 2028 based on the company’s financial performance and Compensation Committee certification.
Sonida Senior Living, Inc. reported a change in its Board of Directors. On April 16, 2026, independent director Shmuel S.Z. Lieberman notified the Board he will resign effective April 27, 2026, with no disagreement regarding the company’s operations, policies or practices.
The Board simultaneously appointed Sam Levinson as a Class II director, effective April 27, 2026, to fill the vacancy and serve until the company’s 2026 annual meeting of stockholders. Levinson will also join the Compensation Committee and serve as a director designee of Silk Partners LP under an existing Investor Rights Agreement.
Levy Max reported acquisition or exercise transactions in this Form 4 filing.
Sonida Senior Living granted SVP & Chief Investment Officer Max Levy 8,482 restricted stock units on April 17, 2026. These RSUs vest in equal installments over three years on each anniversary of the grant date, providing equity-based compensation that ties his pay to future company performance.
In total, Levy now directly holds 103,487 shares of common stock. Separate from this grant, he also holds 11,692 performance-based RSUs that may vest from 0% to 150% after the end of 2027 and 12,723 performance-based RSUs with similar performance-based vesting after the end of 2028, contingent on the company meeting specified financial goals and Compensation Committee certification.
Sonida Senior Living executive Timothy Cober reported routine equity compensation changes. He received a grant of 3,635 shares of Common Stock as restricted stock units on April 17, 2026, which will vest in equal portions over three years on each anniversary of the grant date. Earlier, on April 5, 2026, 593 shares were withheld at $32.18 per share to cover tax withholding obligations upon vesting of restricted stock, which is not an open-market sale. Following these transactions, he directly owns 41,312 shares of Common Stock. The footnotes also note additional performance-based RSUs of 4,252 tied to performance through the end of 2027 and 5,453 tied to performance through the end of 2028, which may vest from 0% to 150% based on financial goals and Compensation Committee certification.
Bailey Tabitha reported acquisition or exercise transactions in this Form 4 filing.
Sonida Senior Living executive Tabitha Bailey received a grant of 4,847 shares of common stock in the form of restricted stock units at no cash cost on April 17, 2026. These RSUs will vest in equal installments over three years, on each anniversary of the grant date. Following this award, she directly holds 19,760 shares of common stock. Separate from this grant, footnotes describe additional performance-based RSUs that may vest after 2027 and 2028 if specific financial goals are achieved and certified by the Compensation Committee.
Sonida Senior Living’s SVP & Chief Legal Officer Tabitha Bailey received a grant of 55,000 performance units on Common Stock. These PSUs can convert into one share each but are conditional on stockholders approving an increase to the 2019 Plan share reserve and the closing of the company’s merger with CNL Healthcare Properties.
Between 33% and 100% of the target PSUs may vest over a period from February 23, 2027 to February 23, 2030 based on specified stock price performance, with a potential 30-day extension. Separately, on December 9, 2025, 402 shares of Common Stock were withheld at $30.43 per share to satisfy tax obligations, leaving Bailey with 14,913 shares directly owned. An additional 5,315 PSUs can vest from 0% to 150% after the end of 2027 based on financial goals and Compensation Committee certification.
Sonida Senior Living EVP & CFO Kevin Detz reported multiple equity changes. On March 9, 2026, he disposed of 9,134 shares of common stock back to the issuer, reflecting forfeiture of previously reported performance-based restricted stock after only partial achievement of fiscal 2025 performance targets. On the same date, 2,917 shares were withheld at $36.64 per share to cover tax obligations at vesting.
Following these events, Detz held 180,113 common shares directly, plus small indirect holdings of 85 shares each held by his son and daughter. On February 23, 2026, he also received a contingent award of 185,000 performance stock units tied to future stock price performance, shareholder approval of an increased share reserve, and closing of the company’s merger with CNL Healthcare Properties, with potential vesting between February 23, 2027 and February 23, 2030.