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WELL

WELLTOWER INC.

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2853
SEC CIK
0000766704
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1,435

Last 12 months

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4 purchase rows · 0 sale rows

Disclosed non-derivative P/S rows, by transaction month. Includes amendments and private transactions.
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MonthPurchasesSales
Nov 202500
Dec 202500
Jan 202600
Feb 202600
Mar 202600
Apr 202600
May 202600
Jun 202600
Jul 202600
Aug 202640
Sep 202600
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Purchases/sales include open-market and private transactions. Plan disclosure applies to the filing; individual rows may differ. “Not disclosed” is not “unplanned.”

The cutoff filters transaction history only. Company summaries and owner relationships show the latest available disclosures. Parser corrections can improve historical records.

Transaction dateOwner / reported roleActivity / securityShares / unitsReported priceReported valueDetails
February 14, 2020 Filed Feb 19, 2020 22:20 UTC
DEROSA THOMAS JDirector · Chairman & CEO
Exercise / conversionDeferred Stock Units · Derivative 48,951 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001209191-20-010684 · doc4.xml · derivative · entry 4

DEROSA THOMAS J · CIK 0001215328 · Director · Chairman & CEO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 97,896

Underlying: Common · 48,951 shares

Expires 2020-02-14

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F3 · derivative.exercise_price: These deferred stock units were granted without cash consideration on April 13, 2017, under the Welltower Inc. 2016 Long-Term Incentive Plan and the 2017-2019 Long-Term Incentive Program. Each deferred stock unit represents a right to receive one share of common stock of Welltower Inc. at the time of vesting of the unit. These deferred stock units vest in three installments with 48,951 units having vested on February 14, 2020, 48,951 units vesting on December 31, 2020 and 48,945 units vesting on December 31, 2021.

F3 · derivative.exercise_date: These deferred stock units were granted without cash consideration on April 13, 2017, under the Welltower Inc. 2016 Long-Term Incentive Plan and the 2017-2019 Long-Term Incentive Program. Each deferred stock unit represents a right to receive one share of common stock of Welltower Inc. at the time of vesting of the unit. These deferred stock units vest in three installments with 48,951 units having vested on February 14, 2020, 48,951 units vesting on December 31, 2020 and 48,945 units vesting on December 31, 2021.

F3 · derivative.expiration_date: These deferred stock units were granted without cash consideration on April 13, 2017, under the Welltower Inc. 2016 Long-Term Incentive Plan and the 2017-2019 Long-Term Incentive Program. Each deferred stock unit represents a right to receive one share of common stock of Welltower Inc. at the time of vesting of the unit. These deferred stock units vest in three installments with 48,951 units having vested on February 14, 2020, 48,951 units vesting on December 31, 2020 and 48,945 units vesting on December 31, 2021.

F4 · derivative.underlying_shares: The reported transaction was a vesting of 48,951 deferred stock units on February 14, 2020, resulting in the issuance of 48,951 shares of common stock. No amount was payable in connection with the vesting or the common stock issuance.

F3 · balance_after: These deferred stock units were granted without cash consideration on April 13, 2017, under the Welltower Inc. 2016 Long-Term Incentive Plan and the 2017-2019 Long-Term Incentive Program. Each deferred stock unit represents a right to receive one share of common stock of Welltower Inc. at the time of vesting of the unit. These deferred stock units vest in three installments with 48,951 units having vested on February 14, 2020, 48,951 units vesting on December 31, 2020 and 48,945 units vesting on December 31, 2021.

Read SEC document
February 14, 2020 Filed Feb 19, 2020 22:20 UTC
DEROSA THOMAS JDirector · Chairman & CEO
GrantCommon Stock 31,196 $0.00 $0.00
Disclosure

SEC source: 0001209191-20-010684 · doc4.xml · nonDerivative · entry 3

DEROSA THOMAS J · CIK 0001215328 · Director · Chairman & CEO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 343,558

F2 · shares: These shares represent restricted stock units that were granted without cash consideration on February 14, 2020 under the Welltower Inc. 2016 Long-Term Incentive Plan and 2020-2022 Long-Term Incentive Program. Each restricted stock unit will be settled in common stock upon vesting in four equal installments on January 15, 2021, January 15, 2022, January 15, 2023 and January 15, 2024.

F2 · price: These shares represent restricted stock units that were granted without cash consideration on February 14, 2020 under the Welltower Inc. 2016 Long-Term Incentive Plan and 2020-2022 Long-Term Incentive Program. Each restricted stock unit will be settled in common stock upon vesting in four equal installments on January 15, 2021, January 15, 2022, January 15, 2023 and January 15, 2024.

Read SEC document
February 14, 2020 Filed Feb 19, 2020 22:20 UTC
DEROSA THOMAS JDirector · Chairman & CEO
Tax withholdingCommon Stock 26,053 $89.32 $2,327,053.96
Disclosure

SEC source: 0001209191-20-010684 · doc4.xml · nonDerivative · entry 2

DEROSA THOMAS J · CIK 0001215328 · Director · Chairman & CEO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 312,362

F1 · shares: Shares withheld upon vesting to satisfy tax withholding obligation.

Read SEC document
February 14, 2020 Filed Feb 19, 2020 22:20 UTC
DEROSA THOMAS JDirector · Chairman & CEO
Exercise / conversionCommon Stock 48,951 $0.00 $0.00
Disclosure

SEC source: 0001209191-20-010684 · doc4.xml · nonDerivative · entry 1

DEROSA THOMAS J · CIK 0001215328 · Director · Chairman & CEO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 338,415

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

Read SEC document
February 14, 2020 Filed Feb 19, 2020 22:21 UTC
Mitra ShankhEVP, Investments
Exercise / conversionDeferred Stock Units · Derivative 2,521 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001209191-20-010686 · doc4.xml · derivative · entry 5

Mitra Shankh · CIK 0001698445 · EVP, Investments

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 2,521

Underlying: Common · 2,521 shares

Expires 2020-02-14

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F4 · derivative.exercise_price: These deferred stock units were granted without cash consideration on August 1, 2017, under the Welltower Inc. 2016 Long-Term Incentive Plan. Each deferred stock unit represents a right to receive one share of common stock of Welltower Inc. at the time of vesting of the unit. These deferred stock units vest in two installments with 2,521 units having vested on February 14, 2020 and 2,521 units vesting on December 31, 2020.

F4 · derivative.exercise_date: These deferred stock units were granted without cash consideration on August 1, 2017, under the Welltower Inc. 2016 Long-Term Incentive Plan. Each deferred stock unit represents a right to receive one share of common stock of Welltower Inc. at the time of vesting of the unit. These deferred stock units vest in two installments with 2,521 units having vested on February 14, 2020 and 2,521 units vesting on December 31, 2020.

F4 · derivative.expiration_date: These deferred stock units were granted without cash consideration on August 1, 2017, under the Welltower Inc. 2016 Long-Term Incentive Plan. Each deferred stock unit represents a right to receive one share of common stock of Welltower Inc. at the time of vesting of the unit. These deferred stock units vest in two installments with 2,521 units having vested on February 14, 2020 and 2,521 units vesting on December 31, 2020.

F5 · derivative.underlying_shares: The reported transaction was a vesting of 2,521 deferred stock units on February 20, 2020, resulting in the issuance of 2,521 shares of common stock. No amount was payable in connection with the vesting or the common stock issuance.

F4 · balance_after: These deferred stock units were granted without cash consideration on August 1, 2017, under the Welltower Inc. 2016 Long-Term Incentive Plan. Each deferred stock unit represents a right to receive one share of common stock of Welltower Inc. at the time of vesting of the unit. These deferred stock units vest in two installments with 2,521 units having vested on February 14, 2020 and 2,521 units vesting on December 31, 2020.

Read SEC document
February 14, 2020 Filed Feb 19, 2020 22:21 UTC
Mitra ShankhEVP, Investments
GrantCommon Stock 15,598 $0.00 $0.00
Disclosure

SEC source: 0001209191-20-010686 · doc4.xml · nonDerivative · entry 3

Mitra Shankh · CIK 0001698445 · EVP, Investments

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 66,612

F2 · shares: These shares represent restricted stock units that were granted without cash consideration on February 14, 2020 under the Welltower Inc. 2016 Long-Term Incentive Plan and 2020-2022 Long-Term Incentive Program. Each restricted stock unit will be settled in common stock upon vesting in four equal installments on January 15, 2021, January 15, 2022, January 15, 2023 and January 15, 2024.

F2 · price: These shares represent restricted stock units that were granted without cash consideration on February 14, 2020 under the Welltower Inc. 2016 Long-Term Incentive Plan and 2020-2022 Long-Term Incentive Program. Each restricted stock unit will be settled in common stock upon vesting in four equal installments on January 15, 2021, January 15, 2022, January 15, 2023 and January 15, 2024.

Read SEC document
February 14, 2020 Filed Feb 19, 2020 22:21 UTC
Mitra ShankhEVP, Investments
Tax withholdingCommon Stock 1,290 $89.32 $115,222.80
Disclosure

SEC source: 0001209191-20-010686 · doc4.xml · nonDerivative · entry 2

Mitra Shankh · CIK 0001698445 · EVP, Investments

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 51,014

F1 · shares: Shares withheld upon vesting to satisfy tax withholding obligation.

Read SEC document
February 14, 2020 Filed Feb 19, 2020 22:21 UTC
Mitra ShankhEVP, Investments
Exercise / conversionCommon Stock 2,521 $0.00 $0.00
Disclosure

SEC source: 0001209191-20-010686 · doc4.xml · nonDerivative · entry 1

Mitra Shankh · CIK 0001698445 · EVP, Investments

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 52,304

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

Read SEC document
February 14, 2020 Filed Feb 19, 2020 22:25 UTC
McHugh TimothySVP - Chief Financial Officer
Exercise / conversionDeferred Stock Units · Derivative 577 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001209191-20-010697 · doc4.xml · derivative · entry 5

McHugh Timothy · CIK 0001786887 · SVP - Chief Financial Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 574

Underlying: Common · 577 shares

Expires 2020-02-14

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F4 · derivative.exercise_price: These deferred stock units were granted without cash consideration on November 1, 2017, under the Welltower Inc. 2016 Long-Term Incentive Plan. Each deferred stock unit represents a right to receive one share of common stock of Welltower Inc. at the time of vesting of the unit. These deferred stock units vest in two installments with 577 units having vested on February 14, 2020 and 574 units vesting on December 31, 2020.

F4 · derivative.exercise_date: These deferred stock units were granted without cash consideration on November 1, 2017, under the Welltower Inc. 2016 Long-Term Incentive Plan. Each deferred stock unit represents a right to receive one share of common stock of Welltower Inc. at the time of vesting of the unit. These deferred stock units vest in two installments with 577 units having vested on February 14, 2020 and 574 units vesting on December 31, 2020.

F4 · derivative.expiration_date: These deferred stock units were granted without cash consideration on November 1, 2017, under the Welltower Inc. 2016 Long-Term Incentive Plan. Each deferred stock unit represents a right to receive one share of common stock of Welltower Inc. at the time of vesting of the unit. These deferred stock units vest in two installments with 577 units having vested on February 14, 2020 and 574 units vesting on December 31, 2020.

F5 · derivative.underlying_shares: The reported transaction was a vesting of 577 deferred stock units on February 14, 2020, resulting in the issuance of 577 shares of common stock. No amount was payable in connection with the vesting or the common stock issuance.

F4 · balance_after: These deferred stock units were granted without cash consideration on November 1, 2017, under the Welltower Inc. 2016 Long-Term Incentive Plan. Each deferred stock unit represents a right to receive one share of common stock of Welltower Inc. at the time of vesting of the unit. These deferred stock units vest in two installments with 577 units having vested on February 14, 2020 and 574 units vesting on December 31, 2020.

Read SEC document
February 14, 2020 Filed Feb 19, 2020 22:25 UTC
McHugh TimothySVP - Chief Financial Officer
GrantCommon Stock 7,799 $0.00 $0.00
Disclosure

SEC source: 0001209191-20-010697 · doc4.xml · nonDerivative · entry 3

McHugh Timothy · CIK 0001786887 · SVP - Chief Financial Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 21,197

F2 · shares: These shares represent restricted stock units that were granted without cash consideration on February 14, 2020 under the Welltower Inc. 2016 Long-Term Incentive Plan and 2020-2022 Long-Term Incentive Program. Each restricted stock unit will be settled in common stock upon vesting in four equal installments on January 15, 2021, January 15, 2022, January 15, 2023 and January 15, 2024.

F2 · price: These shares represent restricted stock units that were granted without cash consideration on February 14, 2020 under the Welltower Inc. 2016 Long-Term Incentive Plan and 2020-2022 Long-Term Incentive Program. Each restricted stock unit will be settled in common stock upon vesting in four equal installments on January 15, 2021, January 15, 2022, January 15, 2023 and January 15, 2024.

Read SEC document
February 14, 2020 Filed Feb 19, 2020 22:25 UTC
McHugh TimothySVP - Chief Financial Officer
Tax withholdingCommon Stock 222 $89.32 $19,829.04
Disclosure

SEC source: 0001209191-20-010697 · doc4.xml · nonDerivative · entry 2

McHugh Timothy · CIK 0001786887 · SVP - Chief Financial Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 13,398

F1 · shares: Shares withheld upon vesting to satisfy tax withholding obligation.

Read SEC document
February 14, 2020 Filed Feb 19, 2020 22:25 UTC
McHugh TimothySVP - Chief Financial Officer
Exercise / conversionCommon Stock 577 $0.00 $0.00
Disclosure

SEC source: 0001209191-20-010697 · doc4.xml · nonDerivative · entry 1

McHugh Timothy · CIK 0001786887 · SVP - Chief Financial Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 13,620

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

Read SEC document
February 14, 2020 Filed Feb 19, 2020 22:27 UTC
Mcqueen Matthew GrantSVP, Gen.Counsel & Secretary
Exercise / conversionDeferred Stock Units · Derivative 1,892 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001209191-20-010708 · doc4.xml · derivative · entry 4

Mcqueen Matthew Grant · CIK 0001698645 · SVP, Gen.Counsel & Secretary

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 1,889

Underlying: Common · 1,892 shares

Expires 2020-02-14

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F3 · derivative.exercise_price: These deferred stock units were granted without cash consideration on August 1, 2017, under the Welltower Inc. 2016 Long-Term Incentive Plan. Each deferred stock unit represents a right to receive one share of common stock of Welltower Inc. at the time of vesting of the unit. These deferred stock units vest in two installments with 1,892 units having vested on February 14, 2020 and 1,889 units vesting on December 31, 2020.

F3 · derivative.exercise_date: These deferred stock units were granted without cash consideration on August 1, 2017, under the Welltower Inc. 2016 Long-Term Incentive Plan. Each deferred stock unit represents a right to receive one share of common stock of Welltower Inc. at the time of vesting of the unit. These deferred stock units vest in two installments with 1,892 units having vested on February 14, 2020 and 1,889 units vesting on December 31, 2020.

F3 · derivative.expiration_date: These deferred stock units were granted without cash consideration on August 1, 2017, under the Welltower Inc. 2016 Long-Term Incentive Plan. Each deferred stock unit represents a right to receive one share of common stock of Welltower Inc. at the time of vesting of the unit. These deferred stock units vest in two installments with 1,892 units having vested on February 14, 2020 and 1,889 units vesting on December 31, 2020.

F4 · derivative.underlying_shares: The reported transaction was a vesting of 2,156 deferred stock units on February 20, 2020, resulting in the issuance of 2,156 shares of common stock. No amount was payable in connection with the vesting or the common stock issuance.

F3 · balance_after: These deferred stock units were granted without cash consideration on August 1, 2017, under the Welltower Inc. 2016 Long-Term Incentive Plan. Each deferred stock unit represents a right to receive one share of common stock of Welltower Inc. at the time of vesting of the unit. These deferred stock units vest in two installments with 1,892 units having vested on February 14, 2020 and 1,889 units vesting on December 31, 2020.

Read SEC document
February 14, 2020 Filed Feb 19, 2020 22:27 UTC
Mcqueen Matthew GrantSVP, Gen.Counsel & Secretary
GrantCommon Stock 2,496 $0.00 $0.00
Disclosure

SEC source: 0001209191-20-010708 · doc4.xml · nonDerivative · entry 3

Mcqueen Matthew Grant · CIK 0001698645 · SVP, Gen.Counsel & Secretary

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 20,601

F2 · shares: These shares represent restricted stock units that were granted without cash consideration on February 14, 2020 under the Welltower Inc. 2016 Long-Term Incentive Plan and 2020-2022 Long-Term Incentive Program. Each restricted stock unit will be settled in common stock upon vesting in four equal installments on January 15, 2021, January 15, 2022, January 15, 2023 and January 15, 2024.

F2 · price: These shares represent restricted stock units that were granted without cash consideration on February 14, 2020 under the Welltower Inc. 2016 Long-Term Incentive Plan and 2020-2022 Long-Term Incentive Program. Each restricted stock unit will be settled in common stock upon vesting in four equal installments on January 15, 2021, January 15, 2022, January 15, 2023 and January 15, 2024.

Read SEC document
February 14, 2020 Filed Feb 19, 2020 22:27 UTC
Mcqueen Matthew GrantSVP, Gen.Counsel & Secretary
Tax withholdingCommon Stock 584 $89.32 $52,162.88
Disclosure

SEC source: 0001209191-20-010708 · doc4.xml · nonDerivative · entry 2

Mcqueen Matthew Grant · CIK 0001698645 · SVP, Gen.Counsel & Secretary

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 18,105

F1 · shares: Shares withheld upon vesting to satisfy tax withholding obligation.

Read SEC document
February 14, 2020 Filed Feb 19, 2020 22:27 UTC
Mcqueen Matthew GrantSVP, Gen.Counsel & Secretary
Exercise / conversionCommon Stock 1,892 $0.00 $0.00
Disclosure

SEC source: 0001209191-20-010708 · doc4.xml · nonDerivative · entry 1

Mcqueen Matthew Grant · CIK 0001698645 · SVP, Gen.Counsel & Secretary

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 18,689

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

Read SEC document
February 14, 2020 Filed Feb 19, 2020 22:29 UTC
Fieweger JoshuaVice President, Controller
Exercise / conversionDeferred Stock Units · Derivative 243 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001209191-20-010718 · doc4.xml · derivative · entry 4

Fieweger Joshua · CIK 0001734865 · Vice President, Controller

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 238

Underlying: Common · 243 shares

Expires 2020-02-14

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F3 · derivative.exercise_price: These deferred stock units were granted without cash consideration on November 1, 2017, under the Welltower Inc. 2016 Long-Term Incentive Plan. Each deferred stock unit represents a right to receive one share of common stock of Welltower Inc. at the time of vesting of the unit. These deferred stock units vest in two installments with 243 units having vested on February 14, 2020 and 238 units vesting on December 31, 2020.

F3 · derivative.exercise_date: These deferred stock units were granted without cash consideration on November 1, 2017, under the Welltower Inc. 2016 Long-Term Incentive Plan. Each deferred stock unit represents a right to receive one share of common stock of Welltower Inc. at the time of vesting of the unit. These deferred stock units vest in two installments with 243 units having vested on February 14, 2020 and 238 units vesting on December 31, 2020.

F3 · derivative.expiration_date: These deferred stock units were granted without cash consideration on November 1, 2017, under the Welltower Inc. 2016 Long-Term Incentive Plan. Each deferred stock unit represents a right to receive one share of common stock of Welltower Inc. at the time of vesting of the unit. These deferred stock units vest in two installments with 243 units having vested on February 14, 2020 and 238 units vesting on December 31, 2020.

F4 · derivative.underlying_shares: The reported transaction was a vesting of 243 deferred stock units on February 14, 2020, resulting in the issuance of 243 shares of common stock. No amount was payable in connection with the vesting or the common stock issuance.

F3 · balance_after: These deferred stock units were granted without cash consideration on November 1, 2017, under the Welltower Inc. 2016 Long-Term Incentive Plan. Each deferred stock unit represents a right to receive one share of common stock of Welltower Inc. at the time of vesting of the unit. These deferred stock units vest in two installments with 243 units having vested on February 14, 2020 and 238 units vesting on December 31, 2020.

Read SEC document
February 14, 2020 Filed Feb 19, 2020 22:29 UTC
Fieweger JoshuaVice President, Controller
GrantCommon Stock 624 $0.00 $0.00
Disclosure

SEC source: 0001209191-20-010718 · doc4.xml · nonDerivative · entry 3

Fieweger Joshua · CIK 0001734865 · Vice President, Controller

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 7,187

F2 · shares: These shares represent restricted stock units that were granted without cash consideration on February 14, 2020 under the Welltower Inc. 2016 Long-Term Incentive Plan and 2020-2022 Long-Term Incentive Program. Each restricted stock unit will be settled in common stock upon vesting in four equal installments on January 15, 2021, January 15, 2022, January 15, 2023 and January 15, 2024.

F2 · price: These shares represent restricted stock units that were granted without cash consideration on February 14, 2020 under the Welltower Inc. 2016 Long-Term Incentive Plan and 2020-2022 Long-Term Incentive Program. Each restricted stock unit will be settled in common stock upon vesting in four equal installments on January 15, 2021, January 15, 2022, January 15, 2023 and January 15, 2024.

Read SEC document
February 14, 2020 Filed Feb 19, 2020 22:29 UTC
Fieweger JoshuaVice President, Controller
Tax withholdingCommon Stock 72 $89.32 $6,431.04
Disclosure

SEC source: 0001209191-20-010718 · doc4.xml · nonDerivative · entry 2

Fieweger Joshua · CIK 0001734865 · Vice President, Controller

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 6,563

F1 · shares: Shares withheld upon vesting to satisfy tax withholding obligation.

Read SEC document
February 14, 2020 Filed Feb 19, 2020 22:29 UTC
Fieweger JoshuaVice President, Controller
Exercise / conversionCommom Stock 243 $0.00 $0.00
Disclosure

SEC source: 0001209191-20-010718 · doc4.xml · nonDerivative · entry 1

Fieweger Joshua · CIK 0001734865 · Vice President, Controller

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 6,635

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

Read SEC document
February 06, 2020 Filed Feb 10, 2020 22:07 UTC GrantCommon Stock 1,890 $0.00 $0.00
Disclosure

SEC source: 0001209191-20-008014 · doc4.xml · nonDerivative · entry 1

BACON KENNETH J · CIK 0001204117 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 11,757

F1 · shares: These shares represent deferred stock units that were granted without cash consideration on February 6, 2020 under the Welltower Inc. 2016 Long-Term Incentive Plan. Each deferred stock unit will be settled in common stock upon vesting on the first anniversary of the grant date.

F1 · price: These shares represent deferred stock units that were granted without cash consideration on February 6, 2020 under the Welltower Inc. 2016 Long-Term Incentive Plan. Each deferred stock unit will be settled in common stock upon vesting on the first anniversary of the grant date.

Read SEC document
February 06, 2020 Filed Feb 10, 2020 22:09 UTC GrantCommon Stock 1,890 $0.00 $0.00
Disclosure

SEC source: 0001209191-20-008019 · doc4.xml · nonDerivative · entry 1

DeSalvo Karen B · CIK 0001722342 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 4,161

F1 · shares: These shares represent deferred stock units that were granted without cash consideration on February 6, 2020 under the Welltower Inc. 2016 Long-Term Incentive Plan. Each deferred stock unit will be settled in common stock upon vesting on the first anniversary of the grant date.

F1 · price: These shares represent deferred stock units that were granted without cash consideration on February 6, 2020 under the Welltower Inc. 2016 Long-Term Incentive Plan. Each deferred stock unit will be settled in common stock upon vesting on the first anniversary of the grant date.

Read SEC document
February 06, 2020 Filed Feb 10, 2020 22:10 UTC GrantCommon Stock 1,890 $0.00 $0.00
Disclosure

SEC source: 0001209191-20-008021 · doc4.xml · nonDerivative · entry 1

DONAHUE JEFFREY H · CIK 0001242811 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 45,748

F1 · shares: These shares represent deferred stock units that were granted without cash consideration on February 6, 2020 under the Welltower Inc. 2016 Long-Term Incentive Plan. Each deferred stock unit will be settled in common stock upon vesting on the first anniversary of the grant date.

F1 · price: These shares represent deferred stock units that were granted without cash consideration on February 6, 2020 under the Welltower Inc. 2016 Long-Term Incentive Plan. Each deferred stock unit will be settled in common stock upon vesting on the first anniversary of the grant date.

Read SEC document
February 06, 2020 Filed Feb 10, 2020 22:11 UTC GrantCommon Stock 1,890 $0.00 $0.00
Disclosure

SEC source: 0001209191-20-008022 · doc4.xml · nonDerivative · entry 1

OSTER SHARON M · CIK 0001210117 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 41,098

F1 · shares: These shares represent deferred stock units that were granted without cash consideration on February 6, 2020 under the Welltower Inc. 2016 Long-Term Incentive Plan. Each deferred stock unit will be settled in common stock upon vesting on the first anniversary of the grant date.

F1 · price: These shares represent deferred stock units that were granted without cash consideration on February 6, 2020 under the Welltower Inc. 2016 Long-Term Incentive Plan. Each deferred stock unit will be settled in common stock upon vesting on the first anniversary of the grant date.

Read SEC document
February 06, 2020 Filed Feb 10, 2020 22:13 UTC GrantCommon Stock 1,890 $0.00 $0.00
Disclosure

SEC source: 0001209191-20-008024 · doc4.xml · nonDerivative · entry 1

Rivera Sergio · CIK 0001560718 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 14,715

F1 · shares: These shares represent deferred stock units that were granted without cash consideration on February 6, 2020 under the Welltower Inc. 2016 Long-Term Incentive Plan. Each deferred stock unit will be settled in common stock upon vesting on the first anniversary of the grant date.

F1 · price: These shares represent deferred stock units that were granted without cash consideration on February 6, 2020 under the Welltower Inc. 2016 Long-Term Incentive Plan. Each deferred stock unit will be settled in common stock upon vesting on the first anniversary of the grant date.

Read SEC document
February 06, 2020 Filed Feb 10, 2020 22:14 UTC GrantCommon Stock 1,890 $0.00 $0.00
Disclosure

SEC source: 0001209191-20-008025 · doc4.xml · nonDerivative · entry 1

Spisso Johnese · CIK 0001760632 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 4,161

F1 · shares: These shares represent deferred stock units that were granted without cash consideration on February 6, 2020 under the Welltower Inc. 2016 Long-Term Incentive Plan. Each deferred stock unit will be settled in common stock upon vesting on the first anniversary of the grant date.

F1 · price: These shares represent deferred stock units that were granted without cash consideration on February 6, 2020 under the Welltower Inc. 2016 Long-Term Incentive Plan. Each deferred stock unit will be settled in common stock upon vesting on the first anniversary of the grant date.

Read SEC document
February 06, 2020 Filed Feb 10, 2020 22:15 UTC GrantCommon Stock 1,890 $0.00 $0.00
Disclosure

SEC source: 0001209191-20-008027 · doc4.xml · nonDerivative · entry 1

SULLIVAN KATHRYN M · CIK 0001272113 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 3,978

F1 · shares: These shares represent deferred stock units that were granted without cash consideration on February 6, 2020 under the Welltower Inc. 2016 Long-Term Incentive Plan. Each deferred stock unit will be settled in common stock upon vesting on the first anniversary of the grant date.

F1 · price: These shares represent deferred stock units that were granted without cash consideration on February 6, 2020 under the Welltower Inc. 2016 Long-Term Incentive Plan. Each deferred stock unit will be settled in common stock upon vesting on the first anniversary of the grant date.

Read SEC document
February 06, 2020 Filed Feb 10, 2020 22:17 UTC GrantCommon Stock 1,890 $0.00 $0.00
Disclosure

SEC source: 0001209191-20-008028 · doc4.xml · nonDerivative · entry 1

TRUMBULL R SCOTT · CIK 0001210705 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 6,891

F1 · shares: These shares represent deferred stock units that were granted without cash consideration on February 7, 2019 under the Welltower Inc. 2016 Long-Term Incentive Plan. Each deferred stock unit will be settled in common stock upon vesting on the first anniversary of the grant date.

F1 · price: These shares represent deferred stock units that were granted without cash consideration on February 7, 2019 under the Welltower Inc. 2016 Long-Term Incentive Plan. Each deferred stock unit will be settled in common stock upon vesting on the first anniversary of the grant date.

Read SEC document
January 15, 2020 Filed Jan 17, 2020 21:52 UTC
DEROSA THOMAS JDirector · Chairman & CEO
Tax withholdingCommon Stock 8,681 $84.95 $737,450.95
Disclosure

SEC source: 0001209191-20-004044 · doc4.xml · nonDerivative · entry 1

DEROSA THOMAS J · CIK 0001215328 · Director · Chairman & CEO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 289,464

F1 · shares: Shares withheld upon vesting of restricted stock to satisfy tax withholding obligations.

Read SEC document
January 15, 2020 Filed Jan 17, 2020 21:53 UTC
Fieweger JoshuaVice President, Controller
Tax withholdingCommon Stock 408 $84.95 $34,659.60
Disclosure

SEC source: 0001209191-20-004050 · doc4.xml · nonDerivative · entry 1

Fieweger Joshua · CIK 0001734865 · Vice President, Controller

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 6,392

F1 · shares: Shares withheld upon vesting of restricted stock to satisfy tax withholding obligations.

Read SEC document
January 15, 2020 Filed Jan 17, 2020 21:55 UTC
McHugh TimothySVP - Chief Financial Officer
Tax withholdingCommon Stock 1,939 $84.95 $164,718.05
Disclosure

SEC source: 0001209191-20-004053 · doc4.xml · nonDerivative · entry 1

McHugh Timothy · CIK 0001786887 · SVP - Chief Financial Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 13,043

F1 · shares: Shares withheld upon vesting of restricted stock to satisfy tax withholding obligations.

Read SEC document
January 15, 2020 Filed Jan 17, 2020 21:57 UTC
Mcqueen Matthew GrantSVP, Gen.Counsel & Secretary
Tax withholdingCommon Stock 1,176 $84.95 $99,901.20
Disclosure

SEC source: 0001209191-20-004054 · doc4.xml · nonDerivative · entry 1

Mcqueen Matthew Grant · CIK 0001698645 · SVP, Gen.Counsel & Secretary

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 16,797

F1 · shares: Shares withheld upon vesting of restricted stock to satisfy tax withholding obligations.

Read SEC document
January 15, 2020 Filed Jan 17, 2020 21:58 UTC
Mitra ShankhEVP, Investments
Tax withholdingCommon Stock 5,366 $84.95 $455,841.70
Disclosure

SEC source: 0001209191-20-004056 · doc4.xml · nonDerivative · entry 1

Mitra Shankh · CIK 0001698445 · EVP, Investments

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 49,783

F1 · shares: Shares withheld upon vesting of restricted stock to satisfy tax withholding obligations.

Read SEC document
January 04, 2020 Filed Jan 8, 2020 21:44 UTC
McHugh TimothySVP - Chief Financial Officer
Tax withholdingCommon Stock 159 $81.55 $12,966.45
Disclosure

SEC source: 0001209191-20-002544 · doc4.xml · nonDerivative · entry 1

McHugh Timothy · CIK 0001786887 · SVP - Chief Financial Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 14,982

F1 · shares: Shares withheld upon vesting to satisfy tax withholding obligation.

Read SEC document
December 31, 2019 Filed Jan 3, 2020 21:53 UTC
DEROSA THOMAS JDirector · Chairman & CEO
Exercise / conversionDeferred Stock Unit · Derivative 10,925 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001209191-20-001130 · doc4.xml · derivative · entry 6

DEROSA THOMAS J · CIK 0001215328 · Director · Chairman & CEO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 10,926

Underlying: Commom · 10,925 shares

Expires 2019-12-31

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F4 · derivative.exercise_price: These deferred stock units were granted without cash consideration on August 6, 2015 under the Amended and Restated Welltower Inc. 2005 Long-Term Incentive Plan and the 2015-2017 Long-Term Incentive Program. Each deferred stock unit represents a right to receive one share of common stock of Welltower Inc. at the time of vesting of the unit. These deferred stock units vest in three installments with 10,927 units having vested on February 28, 2018, 10,927 units having vested on December 31, 2018 and 10,925 units having vested on December 31, 2019.

F4 · derivative.exercise_date: These deferred stock units were granted without cash consideration on August 6, 2015 under the Amended and Restated Welltower Inc. 2005 Long-Term Incentive Plan and the 2015-2017 Long-Term Incentive Program. Each deferred stock unit represents a right to receive one share of common stock of Welltower Inc. at the time of vesting of the unit. These deferred stock units vest in three installments with 10,927 units having vested on February 28, 2018, 10,927 units having vested on December 31, 2018 and 10,925 units having vested on December 31, 2019.

F4 · derivative.expiration_date: These deferred stock units were granted without cash consideration on August 6, 2015 under the Amended and Restated Welltower Inc. 2005 Long-Term Incentive Plan and the 2015-2017 Long-Term Incentive Program. Each deferred stock unit represents a right to receive one share of common stock of Welltower Inc. at the time of vesting of the unit. These deferred stock units vest in three installments with 10,927 units having vested on February 28, 2018, 10,927 units having vested on December 31, 2018 and 10,925 units having vested on December 31, 2019.

F5 · derivative.underlying_shares: The reported transaction was a vesting of 10,925 deferred stock units on December 31, 2019, resulting in the issuance of 10,925 shares of common stock. No amount was payable in connection with the vesting or the common stock issuance.

F4 · balance_after: These deferred stock units were granted without cash consideration on August 6, 2015 under the Amended and Restated Welltower Inc. 2005 Long-Term Incentive Plan and the 2015-2017 Long-Term Incentive Program. Each deferred stock unit represents a right to receive one share of common stock of Welltower Inc. at the time of vesting of the unit. These deferred stock units vest in three installments with 10,927 units having vested on February 28, 2018, 10,927 units having vested on December 31, 2018 and 10,925 units having vested on December 31, 2019.

Read SEC document
December 31, 2019 Filed Jan 3, 2020 21:53 UTC
DEROSA THOMAS JDirector · Chairman & CEO
Exercise / conversionDeferred Stock Units · Derivative 36,125 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001209191-20-001130 · doc4.xml · derivative · entry 5

DEROSA THOMAS J · CIK 0001215328 · Director · Chairman & CEO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 36,120

Underlying: Common · 36,125 shares

Expires 2019-12-31

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F2 · derivative.exercise_price: These deferred stock units were granted without cash consideration on May 6, 2016, under the Amended and Restated Welltower Inc. 2005 Long-Term Incentive Plan and the 2016-2018 Long-Term Incentive Program. Each deferred stock unit represents a right to receive one share of common stock of Welltower Inc. at the time of vesting of the unit. These deferred stock units vest in three installments with 36,125 units having vested on February 7, 2019, 36,125 units having vested on December 31, 2019 and 36,120 units vesting on December 31, 2020.

F2 · derivative.exercise_date: These deferred stock units were granted without cash consideration on May 6, 2016, under the Amended and Restated Welltower Inc. 2005 Long-Term Incentive Plan and the 2016-2018 Long-Term Incentive Program. Each deferred stock unit represents a right to receive one share of common stock of Welltower Inc. at the time of vesting of the unit. These deferred stock units vest in three installments with 36,125 units having vested on February 7, 2019, 36,125 units having vested on December 31, 2019 and 36,120 units vesting on December 31, 2020.

F2 · derivative.expiration_date: These deferred stock units were granted without cash consideration on May 6, 2016, under the Amended and Restated Welltower Inc. 2005 Long-Term Incentive Plan and the 2016-2018 Long-Term Incentive Program. Each deferred stock unit represents a right to receive one share of common stock of Welltower Inc. at the time of vesting of the unit. These deferred stock units vest in three installments with 36,125 units having vested on February 7, 2019, 36,125 units having vested on December 31, 2019 and 36,120 units vesting on December 31, 2020.

F3 · derivative.underlying_shares: The reported transaction was a vesting of 36,125 deferred stock units on December 31, 2019, resulting in the issuance of 36,125 shares of common stock. No amount was payable in connection with the vesting or the common stock issuance.

F2 · balance_after: These deferred stock units were granted without cash consideration on May 6, 2016, under the Amended and Restated Welltower Inc. 2005 Long-Term Incentive Plan and the 2016-2018 Long-Term Incentive Program. Each deferred stock unit represents a right to receive one share of common stock of Welltower Inc. at the time of vesting of the unit. These deferred stock units vest in three installments with 36,125 units having vested on February 7, 2019, 36,125 units having vested on December 31, 2019 and 36,120 units vesting on December 31, 2020.

Read SEC document
December 31, 2019 Filed Jan 3, 2020 21:53 UTC
DEROSA THOMAS JDirector · Chairman & CEO
Tax withholdingCommon Stock 18,976 $81.78 $1,551,857.28
Disclosure

SEC source: 0001209191-20-001130 · doc4.xml · nonDerivative · entry 4

DEROSA THOMAS J · CIK 0001215328 · Director · Chairman & CEO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 298,145

F1 · shares: Shares withheld upon vesting to satisfy tax withholding obligation.

Read SEC document
December 31, 2019 Filed Jan 3, 2020 21:53 UTC
DEROSA THOMAS JDirector · Chairman & CEO
Exercise / conversionCommon Stock 10,925 $0.00 $0.00
Disclosure

SEC source: 0001209191-20-001130 · doc4.xml · nonDerivative · entry 3

DEROSA THOMAS J · CIK 0001215328 · Director · Chairman & CEO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 317,121

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

Read SEC document
December 31, 2019 Filed Jan 3, 2020 21:53 UTC
DEROSA THOMAS JDirector · Chairman & CEO
Tax withholdingCommon Stock 4,255 $81.78 $347,973.90
Disclosure

SEC source: 0001209191-20-001130 · doc4.xml · nonDerivative · entry 2

DEROSA THOMAS J · CIK 0001215328 · Director · Chairman & CEO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 306,196

F1 · shares: Shares withheld upon vesting to satisfy tax withholding obligation.

Read SEC document
December 31, 2019 Filed Jan 3, 2020 21:53 UTC
DEROSA THOMAS JDirector · Chairman & CEO
Exercise / conversionCommon Stock 36,125 $0.00 $0.00
Disclosure

SEC source: 0001209191-20-001130 · doc4.xml · nonDerivative · entry 1

DEROSA THOMAS J · CIK 0001215328 · Director · Chairman & CEO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 310,451

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

Read SEC document
December 31, 2019 Filed Jan 3, 2020 21:56 UTC
McHugh TimothySVP - Chief Financial Officer
Exercise / conversionDeferred Stock Units · Derivative 693 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001209191-20-001139 · doc4.xml · derivative · entry 4

McHugh Timothy · CIK 0001786887 · SVP - Chief Financial Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 0

Underlying: Common · 693 shares

Expires 2019-12-31

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F3 · derivative.exercise_price: These deferred stock units were granted without cash consideration on August 1, 2017, under the Welltower Inc. 2016 Long-Term Incentive Plan. Each deferred stock unit represents a right to receive one share of common stock of Welltower Inc. at the time of vesting of the unit. These deferred stock units vest in two installments with 695 units having vested on February 7, 2019 and 693 units having vested on December 31, 2019.

F3 · derivative.exercise_date: These deferred stock units were granted without cash consideration on August 1, 2017, under the Welltower Inc. 2016 Long-Term Incentive Plan. Each deferred stock unit represents a right to receive one share of common stock of Welltower Inc. at the time of vesting of the unit. These deferred stock units vest in two installments with 695 units having vested on February 7, 2019 and 693 units having vested on December 31, 2019.

F3 · derivative.expiration_date: These deferred stock units were granted without cash consideration on August 1, 2017, under the Welltower Inc. 2016 Long-Term Incentive Plan. Each deferred stock unit represents a right to receive one share of common stock of Welltower Inc. at the time of vesting of the unit. These deferred stock units vest in two installments with 695 units having vested on February 7, 2019 and 693 units having vested on December 31, 2019.

F4 · derivative.underlying_shares: The reported transaction was a vesting of 693 deferred stock units on December 31, 2019, resulting in the issuance of 693 shares of common stock. No amount was payable in connection with the vesting or the common stock issuance.

F3 · balance_after: These deferred stock units were granted without cash consideration on August 1, 2017, under the Welltower Inc. 2016 Long-Term Incentive Plan. Each deferred stock unit represents a right to receive one share of common stock of Welltower Inc. at the time of vesting of the unit. These deferred stock units vest in two installments with 695 units having vested on February 7, 2019 and 693 units having vested on December 31, 2019.

Read SEC document
December 31, 2019 Filed Jan 3, 2020 21:56 UTC
McHugh TimothySVP - Chief Financial Officer
Tax withholdingCommon Stock 301 $81.78 $24,615.78
Disclosure

SEC source: 0001209191-20-001139 · doc4.xml · nonDerivative · entry 2

McHugh Timothy · CIK 0001786887 · SVP - Chief Financial Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 15,141

F1 · shares: Shares withheld upon vesting to satisfy tax withholding obligation.

Read SEC document
December 31, 2019 Filed Jan 3, 2020 21:56 UTC
McHugh TimothySVP - Chief Financial Officer
Exercise / conversionCommon Stock 693 $0.00 $0.00
Disclosure

SEC source: 0001209191-20-001139 · doc4.xml · nonDerivative · entry 1

McHugh Timothy · CIK 0001786887 · SVP - Chief Financial Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 15,442

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

Read SEC document
December 31, 2019 Filed Jan 3, 2020 21:55 UTC
Mitra ShankhEVP, Investments
Exercise / conversionDeferred Stock Units · Derivative 2,876 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001209191-20-001136 · doc4.xml · derivative · entry 4

Mitra Shankh · CIK 0001698445 · EVP, Investments

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 0

Underlying: Common · 2,876 shares

Expires 2019-12-31

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F3 · derivative.exercise_price: These deferred stock units were granted without cash consideration on August 1, 2017, under the Welltower Inc. 2016 Long-Term Incentive Plan. Each deferred stock unit represents a right to receive one share of common stock of Welltower Inc. at the time of vesting of the unit. These deferred stock units vest in two installments with 2,876 units having vested on February 7, 2019 and 2,876 units having vested on December 31, 2019.

F3 · derivative.exercise_date: These deferred stock units were granted without cash consideration on August 1, 2017, under the Welltower Inc. 2016 Long-Term Incentive Plan. Each deferred stock unit represents a right to receive one share of common stock of Welltower Inc. at the time of vesting of the unit. These deferred stock units vest in two installments with 2,876 units having vested on February 7, 2019 and 2,876 units having vested on December 31, 2019.

F3 · derivative.expiration_date: These deferred stock units were granted without cash consideration on August 1, 2017, under the Welltower Inc. 2016 Long-Term Incentive Plan. Each deferred stock unit represents a right to receive one share of common stock of Welltower Inc. at the time of vesting of the unit. These deferred stock units vest in two installments with 2,876 units having vested on February 7, 2019 and 2,876 units having vested on December 31, 2019.

F4 · derivative.underlying_shares: The reported transaction was a vesting of 2,876 deferred stock units on December 31, 2019, resulting in the issuance of 2,876 shares of common stock. No amount was payable in connection with the vesting or the common stock issuance.

F3 · balance_after: These deferred stock units were granted without cash consideration on August 1, 2017, under the Welltower Inc. 2016 Long-Term Incentive Plan. Each deferred stock unit represents a right to receive one share of common stock of Welltower Inc. at the time of vesting of the unit. These deferred stock units vest in two installments with 2,876 units having vested on February 7, 2019 and 2,876 units having vested on December 31, 2019.

Read SEC document
December 31, 2019 Filed Jan 3, 2020 21:55 UTC
Mitra ShankhEVP, Investments
Tax withholdingCommon Stock 1,124 $81.78 $91,920.72
Disclosure

SEC source: 0001209191-20-001136 · doc4.xml · nonDerivative · entry 2

Mitra Shankh · CIK 0001698445 · EVP, Investments

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 55,149

F1 · shares: Shares withheld upon vesting to satisfy tax withholding obligation.

Read SEC document
December 31, 2019 Filed Jan 3, 2020 21:55 UTC
Mitra ShankhEVP, Investments
Exercise / conversionCommon Stock 2,876 $0.00 $0.00
Disclosure

SEC source: 0001209191-20-001136 · doc4.xml · nonDerivative · entry 1

Mitra Shankh · CIK 0001698445 · EVP, Investments

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 56,273

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

Read SEC document
December 31, 2019 Filed Jan 3, 2020 22:00 UTC
Fieweger JoshuaVice President, Controller
Exercise / conversionDeferred Stock Units · Derivative 290 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001209191-20-001153 · doc4.xml · derivative · entry 3

Fieweger Joshua · CIK 0001734865 · Vice President, Controller

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 0

Underlying: Common · 290 shares

Expires 2019-12-31

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F2 · derivative.exercise_price: These deferred stock units were granted without cash consideration on August 1, 2017, under the Welltower Inc. 2016 Long-Term Incentive Plan. Each deferred stock unit represents a right to receive one share of common stock of Welltower Inc. at the time of vesting of the unit. These deferred stock units vest in two installments with 290 units having vested on February 7, 2019 and 290 units having vested on December 31, 2019.

F2 · derivative.exercise_date: These deferred stock units were granted without cash consideration on August 1, 2017, under the Welltower Inc. 2016 Long-Term Incentive Plan. Each deferred stock unit represents a right to receive one share of common stock of Welltower Inc. at the time of vesting of the unit. These deferred stock units vest in two installments with 290 units having vested on February 7, 2019 and 290 units having vested on December 31, 2019.

F2 · derivative.expiration_date: These deferred stock units were granted without cash consideration on August 1, 2017, under the Welltower Inc. 2016 Long-Term Incentive Plan. Each deferred stock unit represents a right to receive one share of common stock of Welltower Inc. at the time of vesting of the unit. These deferred stock units vest in two installments with 290 units having vested on February 7, 2019 and 290 units having vested on December 31, 2019.

F3 · derivative.underlying_shares: The reported transaction was a vesting of 290 deferred stock units on December 31, 2019, resulting in the issuance of 290 shares of common stock. No amount was payable in connection with the vesting or the common stock issuance.

F2 · balance_after: These deferred stock units were granted without cash consideration on August 1, 2017, under the Welltower Inc. 2016 Long-Term Incentive Plan. Each deferred stock unit represents a right to receive one share of common stock of Welltower Inc. at the time of vesting of the unit. These deferred stock units vest in two installments with 290 units having vested on February 7, 2019 and 290 units having vested on December 31, 2019.

Read SEC document
December 31, 2019 Filed Jan 3, 2020 22:00 UTC
Fieweger JoshuaVice President, Controller
Tax withholdingCommon Stock 103 $81.78 $8,423.34
Disclosure

SEC source: 0001209191-20-001153 · doc4.xml · nonDerivative · entry 2

Fieweger Joshua · CIK 0001734865 · Vice President, Controller

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 6,800

F1 · shares: Shares withheld upon vesting to satisfy tax withholding obligation.

Read SEC document
December 31, 2019 Filed Jan 3, 2020 22:00 UTC
Fieweger JoshuaVice President, Controller
Exercise / conversionCommom Stock 290 $0.00 $0.00
Disclosure

SEC source: 0001209191-20-001153 · doc4.xml · nonDerivative · entry 1

Fieweger Joshua · CIK 0001734865 · Vice President, Controller

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 6,903

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

Read SEC document
December 31, 2019 Filed Jan 3, 2020 21:59 UTC
Mcqueen Matthew GrantSVP, Gen.Counsel & Secretary
Exercise / conversionDeferred Stock Units · Derivative 2,156 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001209191-20-001150 · doc4.xml · derivative · entry 3

Mcqueen Matthew Grant · CIK 0001698645 · SVP, Gen.Counsel & Secretary

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 0

Underlying: Common · 2,156 shares

Expires 2019-12-31

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F2 · derivative.exercise_price: These deferred stock units were granted without cash consideration on August 1, 2017, under the Welltower Inc. 2016 Long-Term Incentive Plan. Each deferred stock unit represents a right to receive one share of common stock of Welltower Inc. at the time of vesting of the unit. These deferred stock units vest in two installments with 2,157 units having vested on February 7, 2019 and 2,156 units having vested on December 31, 2019.

F2 · derivative.exercise_date: These deferred stock units were granted without cash consideration on August 1, 2017, under the Welltower Inc. 2016 Long-Term Incentive Plan. Each deferred stock unit represents a right to receive one share of common stock of Welltower Inc. at the time of vesting of the unit. These deferred stock units vest in two installments with 2,157 units having vested on February 7, 2019 and 2,156 units having vested on December 31, 2019.

F2 · derivative.expiration_date: These deferred stock units were granted without cash consideration on August 1, 2017, under the Welltower Inc. 2016 Long-Term Incentive Plan. Each deferred stock unit represents a right to receive one share of common stock of Welltower Inc. at the time of vesting of the unit. These deferred stock units vest in two installments with 2,157 units having vested on February 7, 2019 and 2,156 units having vested on December 31, 2019.

F3 · derivative.underlying_shares: The reported transaction was a vesting of 2,156 deferred stock units on December 31, 2019, resulting in the issuance of 2,156 shares of common stock. No amount was payable in connection with the vesting or the common stock issuance.

F2 · balance_after: These deferred stock units were granted without cash consideration on August 1, 2017, under the Welltower Inc. 2016 Long-Term Incentive Plan. Each deferred stock unit represents a right to receive one share of common stock of Welltower Inc. at the time of vesting of the unit. These deferred stock units vest in two installments with 2,157 units having vested on February 7, 2019 and 2,156 units having vested on December 31, 2019.

Read SEC document

Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.