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WELL

WELLTOWER INC.

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2853
SEC CIK
0000766704
Parsed reports
1,435

Last 12 months

Inside the activity.

4 purchase rows · 0 sale rows

Disclosed non-derivative P/S rows, by transaction month. Includes amendments and private transactions.
Monthly counts
MonthPurchasesSales
Nov 202500
Dec 202500
Jan 202600
Feb 202600
Mar 202600
Apr 202600
May 202600
Jun 202600
Jul 202600
Aug 202640
Sep 202600
Oct 202600

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Insider transactions

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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
December 31, 2019 Filed Jan 3, 2020 21:59 UTC
Mcqueen Matthew GrantSVP, Gen.Counsel & Secretary
Tax withholdingCommon Stock 753 $81.78 $61,580.34
Disclosure

SEC source: 0001209191-20-001150 · doc4.xml · nonDerivative · entry 2

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 17,973

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

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

SEC source: 0001209191-20-001150 · doc4.xml · nonDerivative · entry 1

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 18,726

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
November 29, 2019 Filed Dec 9, 2019 21:41 UTC
DEROSA THOMAS JDirector · Chairman & CEO
GrantCommon Stock 147 $69.71 $10,247.22
Disclosure

SEC source: 0001209191-19-059666 · doc4.xml · nonDerivative · entry 1

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 274,326

F1 · kind: The reporting person is voluntarily reporting the acquisition of shares of the issuer's common stock pursuant to the Welltower Inc. Employee Stock Purchase Plan ("ESPP"). This transaction was exempt under Rule 16b-3(d) and Rule 16b-3(c).

F2 · price: In accordance with the ESPP these shares were purchased based on 85% of the closing stock price on June 3, 2019, the first trading day of the offering period.

Read SEC document
November 29, 2019 Filed Dec 9, 2019 21:43 UTC
Mitra ShankhEVP, Investments
GrantCommon Stock 3 $69.71 $209.13
Disclosure

SEC source: 0001209191-19-059676 · doc4.xml · nonDerivative · entry 2

Mitra Shankh · CIK 0001698445 · EVP, Investments

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 53,397

F1 · kind: The reporting is voluntary reporting the acquisition of shares of the issuer's common stock pursuant to the Welltower Inc. Employee Stock Purchase Plan ("ESPP"). These transactions were both exempt under Rule 16b-3(c) and Rule 16b-3(d).

F3 · price: In accordance with the ESPP these shares were purchased based on 85% of the closing stock price on June 3, 2019, the first trading day of the offering period.

Read SEC document
November 29, 2019 Filed Dec 9, 2019 21:45 UTC
McHugh TimothySVP - Chief Financial Officer
GrantCommon Stock 19 $69.71 $1,324.47
Disclosure

SEC source: 0001209191-19-059682 · doc4.xml · nonDerivative · entry 1

McHugh Timothy · CIK 0001786887 · SVP - Chief Financial Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 14,749

F1 · kind: The reporting is voluntary reporting the acquisition of shares of the issuer's common stock pursuant to the Welltower Inc. Employee Stock Purchase Plan ("ESPP"). These transactions were both exempt under Rule 16b-3(c) and Rule 16b-3(d).

F2 · price: In accordance with the ESPP these shares were purchased based on 85% of the closing stock price on June 3, 2019, the first trading day of the offering period.

Read SEC document
November 29, 2019 Filed Dec 9, 2019 21:49 UTC
Mcqueen Matthew GrantSVP, Gen.Counsel & Secretary
GrantCommon Stock 140 $69.71 $9,759.26
Disclosure

SEC source: 0001209191-19-059694 · doc4.xml · nonDerivative · entry 2

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 16,570

F1 · kind: The reporting is voluntary reporting the acquisition of shares of the issuer's common stock pursuant to the Welltower Inc. Employee Stock Purchase Plan ("ESPP"). These transactions were both exempt under Rule 16b-3(c) and Rule 16b-3(d).

F3 · price: In accordance with the ESPP these shares were purchased based on 85% of the closing stock price on June 3, 2019, the first trading day of the offering period.

Read SEC document
November 29, 2019 Filed Dec 9, 2019 21:50 UTC
Fieweger JoshuaVice President, Controller
GrantCommon Stock 31 $69.71 $2,160.98
Disclosure

SEC source: 0001209191-19-059698 · doc4.xml · nonDerivative · entry 2

Fieweger Joshua · CIK 0001734865 · Vice President, Controller

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 6,613

F1 · kind: The reporting is voluntary reporting the acquisition of shares of the issuer's common stock pursuant to the Welltower Inc. Employee Stock Purchase Plan ("ESPP"). These transactions were both exempt under Rule 16b-3(c) and Rule 16b-3(d).

F3 · price: In accordance with the ESPP these shares were purchased based on 85% of the closing stock price on June 3, 2019, the first trading day of the offering period.

Read SEC document
September 04, 2019 Filed Sep 5, 2019 20:38 UTC
McHugh TimothySVP - Chief Financial Officer
GrantCommon Stock 5,002 $0.00 $0.00
Disclosure

SEC source: 0001209191-19-048547 · doc4.xml · nonDerivative · entry 1

McHugh Timothy · CIK 0001786887 · SVP - Chief Financial Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 14,730

F1 · shares: These shares represent restricted stock units that were granted without cash consideration on September 4, 2019 under the Welltower Inc. 2016 Long-Term Incentive Plan and 2019-2021 Long-Term Incentive Program. Each restricted stock unit will be settled in common stock upon vesting in four equal installments on January 15, 2020, January 15, 2021, January 15, 2022 and January 15, 2023.

Read SEC document
August 06, 2019 Filed Aug 8, 2019 20:39 UTC
DEROSA THOMAS JDirector · Chairman & CEO
GiftCommon Stock 5,650 $0.00 $0.00
Disclosure

SEC source: 0001209191-19-045126 · doc4.xml · nonDerivative · entry 2

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 274,179

Read SEC document
May 31, 2019 Filed Aug 8, 2019 20:39 UTC
DEROSA THOMAS JDirector · Chairman & CEO
GrantCommon Stock 178 $61.75 $10,992.03
Disclosure

SEC source: 0001209191-19-045126 · doc4.xml · nonDerivative · entry 1

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 279,829

F1 · security: The reporting person is voluntarily reporting the acquisition of shares of the issuer's common pursuant to the Welltower Inc. Employee Stock Purchase Plan ("ESPP"). This transaction was exempt under Rule 16b-3(d) and Rule 16b-3(c).

F2 · shares: In accordance with the ESPP these shares were purchased based on 85% of the closing stock price on May 31, 2019, the last trading day of the offering period.

Read SEC document
May 31, 2019 Filed Dec 9, 2019 21:43 UTC
Mitra ShankhEVP, Investments
GrantCommon Stock 340 $61.75 $20,996.02
Disclosure

SEC source: 0001209191-19-059676 · doc4.xml · nonDerivative · entry 1

Mitra Shankh · CIK 0001698445 · EVP, Investments

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 53,394

F1 · kind: The reporting is voluntary reporting the acquisition of shares of the issuer's common stock pursuant to the Welltower Inc. Employee Stock Purchase Plan ("ESPP"). These transactions were both exempt under Rule 16b-3(c) and Rule 16b-3(d).

F2 · price: In accordance with the ESPP these shares were purchased based on 85% of the closing stock price on May 31, 2019, the last trading day of the offering period.

Read SEC document
May 31, 2019 Filed Dec 9, 2019 21:49 UTC
Mcqueen Matthew GrantSVP, Gen.Counsel & Secretary
GrantCommon Stock 186 $61.75 $11,486.06
Disclosure

SEC source: 0001209191-19-059694 · doc4.xml · nonDerivative · entry 1

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 16,430

F1 · kind: The reporting is voluntary reporting the acquisition of shares of the issuer's common stock pursuant to the Welltower Inc. Employee Stock Purchase Plan ("ESPP"). These transactions were both exempt under Rule 16b-3(c) and Rule 16b-3(d).

F2 · price: In accordance with the ESPP these shares were purchased based on 85% of the closing stock price on May 31, 2019, the last trading day of the offering period.

Read SEC document
May 31, 2019 Filed Dec 9, 2019 21:50 UTC
Fieweger JoshuaVice President, Controller
GrantCommon Stock 309 $61.75 $19,081.68
Disclosure

SEC source: 0001209191-19-059698 · doc4.xml · nonDerivative · entry 1

Fieweger Joshua · CIK 0001734865 · Vice President, Controller

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 6,582

F1 · kind: The reporting is voluntary reporting the acquisition of shares of the issuer's common stock pursuant to the Welltower Inc. Employee Stock Purchase Plan ("ESPP"). These transactions were both exempt under Rule 16b-3(c) and Rule 16b-3(d).

F2 · price: In accordance with the ESPP these shares were purchased based on 85% of the closing stock price on May 31, 2019, the last trading day of the offering period.

Read SEC document
May 14, 2019 Filed May 15, 2019 21:08 UTC
DEROSA THOMAS JDirector · Chairman & CEO
SaleCommon Stock 19,307 $77.90 $1,503,976.69
Disclosure

SEC source: 0001209191-19-030075 · doc4.xml · nonDerivative · entry 1

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 279,651

F1 · price: This transaction was executed in multiple trades at prices ranging from $77.78 to $78.035. The price reported above reflects the weighted average sale price. The reporting person undertakes to provide to the issuer, any security holder of the issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote.

Read SEC document
May 03, 2019 Filed May 6, 2019 21:17 UTC
DEROSA THOMAS JDirector · Chief Executive Officer
GiftCommon Stock 78 $0.00 $0.00
Disclosure

SEC source: 0001209191-19-027796 · doc4.xml · nonDerivative · entry 1

DEROSA THOMAS J · CIK 0001215328 · Director · Chief Executive Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 298,958

Read SEC document
May 02, 2019 Filed May 6, 2019 21:14 UTC OtherCommon Stock 26,598 $0.00 $0.00
Disclosure

SEC source: 0001209191-19-027793 · doc4.xml · nonDerivative · entry 1

TRUMBULL R SCOTT · CIK 0001210705 · Director

10b5-1 filing: Not disclosed

Ownership: Indirect · Trust

Disclosed balance after: 34,485

F1 · price: The shares were transferred by Mr. Trumbull to the R. Scott Trumbull Trust dated 04/06/2000. No amount was paid in connection with this transfer.

F2 · ownership.nature: The shares are held in the Irrevocable Lifetime Spousal Credit Trust of R. Scott Trumbull U/A/D 12/13/2012 for the benefit of Mr. Trumbull's spouse and children. Mr. Trumbull's spouse is the trustee of the trust. Mr. Trumbull disclaims beneficial ownership of these shares, and the filing of this report is not an admission that Mr. Trumbull is the beneficial owner of these shares for purposes of Section 16 or for any other purpose.

Read SEC document
March 23, 2019 Filed Mar 26, 2019 20:55 UTC
Fieweger JoshuaVice President, Controller
Tax withholdingCommon Stock 58 $77.82 $4,513.56
Disclosure

SEC source: 0001209191-19-021339 · doc4.xml · nonDerivative · entry 1

Fieweger Joshua · CIK 0001734865 · Vice President, Controller

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 6,273

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

Read SEC document
March 13, 2019 Filed Mar 15, 2019 21:21 UTC
Goodey JohnChief Financial Officer
SaleCommon Stock 0.569 $77.13 $43.89
Disclosure

SEC source: 0001209191-19-019764 · doc4.xml · nonDerivative · entry 1

Goodey John · CIK 0001718540 · Chief Financial Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 48,094

F1 · balance_after: Amount includes .0046 shares acquired since the last Form 4 filing as a result of reinvestment of dividends under the dividend reinvestment plan.

Read SEC document
March 02, 2019 Filed Mar 5, 2019 22:17 UTC
Mcqueen Matthew GrantSVP, Gen.Counsel & Secretary
Tax withholdingCommon Stock 125 $74.01 $9,251.25
Disclosure

SEC source: 0001209191-19-016724 · doc4.xml · nonDerivative · entry 1

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 16,244

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

Read SEC document
February 28, 2019 Filed Mar 1, 2019 22:35 UTC
Kerr MercedesEVP-Business Development
SaleCommon Stock 5,000 $74.50 $372,500.00
Disclosure

SEC source: 0001209191-19-015129 · doc4.xml · nonDerivative · entry 1

Kerr Mercedes · CIK 0001681417 · EVP-Business Development

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 44,478

Read SEC document
February 14, 2019 Filed Feb 19, 2019 22:22 UTC
DEROSA THOMAS JDirector · Chief Executive Officer
GrantCommon Stock 28,076 $0.00 $0.00
Disclosure

SEC source: 0001209191-19-011214 · doc4.xml · nonDerivative · entry 1

DEROSA THOMAS J · CIK 0001215328 · Director · Chief Executive Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 299,036

F1 · shares: These shares represent restricted stock units that were granted without cash consideration on February 14, 2019 under the Welltower Inc. 2016 Long-Term Incentive Plan and 2019-2021 Long-Term Incentive Program. Each restricted stock unit will be settled in common stock upon vesting in four equal installments on January 15, 2020, January 15, 2021, January 15, 2022 and January 15, 2023.

F1 · price: These shares represent restricted stock units that were granted without cash consideration on February 14, 2019 under the Welltower Inc. 2016 Long-Term Incentive Plan and 2019-2021 Long-Term Incentive Program. Each restricted stock unit will be settled in common stock upon vesting in four equal installments on January 15, 2020, January 15, 2021, January 15, 2022 and January 15, 2023.

Read SEC document
February 14, 2019 Filed Feb 19, 2019 22:43 UTC
Kerr MercedesEVP-Business Development
GrantCommon Stock 5,729 $0.00 $0.00
Disclosure

SEC source: 0001209191-19-011263 · doc4.xml · nonDerivative · entry 1

Kerr Mercedes · CIK 0001681417 · EVP-Business Development

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 49,478

F1 · shares: These shares represent restricted stock units that were granted without cash consideration on February 14, 2019 under the Welltower Inc. 2016 Long-Term Incentive Plan and 2019-2021 Long-Term Incentive Program. Each restricted stock unit will be settled in common stock upon vesting in four equal installments on January 15, 2020, January 15, 2021, January 15, 2022 and January 15, 2023.

F1 · price: These shares represent restricted stock units that were granted without cash consideration on February 14, 2019 under the Welltower Inc. 2016 Long-Term Incentive Plan and 2019-2021 Long-Term Incentive Program. Each restricted stock unit will be settled in common stock upon vesting in four equal installments on January 15, 2020, January 15, 2021, January 15, 2022 and January 15, 2023.

Read SEC document
February 14, 2019 Filed Feb 19, 2019 22:47 UTC
Goodey JohnChief Financial Officer
GrantCommon Stock 5,567 $0.00 $0.00
Disclosure

SEC source: 0001209191-19-011265 · doc4.xml · nonDerivative · entry 1

Goodey John · CIK 0001718540 · Chief Financial Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 48,094.5644

F1 · shares: These shares represent restricted stock units that were granted without cash consideration on February 14, 2019 under the Welltower Inc. 2016 Long-Term Incentive Plan and 2019-2021 Long-Term Incentive Program. Each restricted stock unit will be settled in common stock upon vesting in four equal installments on January 15, 2020, January 15, 2021, January 15, 2022 and January 15, 2023.

F1 · price: These shares represent restricted stock units that were granted without cash consideration on February 14, 2019 under the Welltower Inc. 2016 Long-Term Incentive Plan and 2019-2021 Long-Term Incentive Program. Each restricted stock unit will be settled in common stock upon vesting in four equal installments on January 15, 2020, January 15, 2021, January 15, 2022 and January 15, 2023.

Read SEC document
February 14, 2019 Filed Feb 19, 2019 22:50 UTC
Mitra ShankhEVP, Investments
GrantCommon Stock 9,682 $0.00 $0.00
Disclosure

SEC source: 0001209191-19-011269 · doc4.xml · nonDerivative · entry 1

Mitra Shankh · CIK 0001698445 · EVP, Investments

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 53,054

F1 · shares: These shares represent restricted stock units that were granted without cash consideration on February 14, 2019 under the Welltower Inc. 2016 Long-Term Incentive Plan and 2019-2021 Long-Term Incentive Program. Each restricted stock unit will be settled in common stock upon vesting in four equal installments on January 15, 2020, January 15, 2021, January 15, 2022 and January 15, 2023.

F1 · price: These shares represent restricted stock units that were granted without cash consideration on February 14, 2019 under the Welltower Inc. 2016 Long-Term Incentive Plan and 2019-2021 Long-Term Incentive Program. Each restricted stock unit will be settled in common stock upon vesting in four equal installments on January 15, 2020, January 15, 2021, January 15, 2022 and January 15, 2023.

Read SEC document
February 14, 2019 Filed Feb 19, 2019 23:24 UTC
Fieweger JoshuaVice President, Controller
GrantCommon Stock 614 $0.00 $0.00
Disclosure

SEC source: 0001209191-19-011296 · doc4.xml · nonDerivative · entry 1

Fieweger Joshua · CIK 0001734865 · Vice President, Controller

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 6,331

F1 · shares: These shares represent restricted stock units that were granted without cash consideration on February 14, 2019 under the Welltower Inc. 2016 Long-Term Incentive Plan and 2019-2021 Long-Term Incentive Program. Each restricted stock unit will be settled in common stock upon vesting in four equal installments on January 15, 2020, January 15, 2021, January 15, 2022 and January 15, 2023.

F1 · price: These shares represent restricted stock units that were granted without cash consideration on February 14, 2019 under the Welltower Inc. 2016 Long-Term Incentive Plan and 2019-2021 Long-Term Incentive Program. Each restricted stock unit will be settled in common stock upon vesting in four equal installments on January 15, 2020, January 15, 2021, January 15, 2022 and January 15, 2023.

Read SEC document
February 14, 2019 Filed Feb 19, 2019 23:32 UTC
Mcqueen Matthew GrantSVP, Gen.Counsel & Secretary
GrantCommon Stock 2,582 $0.00 $0.00
Disclosure

SEC source: 0001209191-19-011303 · doc4.xml · nonDerivative · entry 1

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 16,369

F1 · shares: These shares represent restricted stock units that were granted without cash consideration on February 14, 2019 under the Welltower Inc. 2016 Long-Term Incentive Plan and 2019-2021 Long-Term Incentive Program. Each restricted stock unit will be settled in common stock upon vesting in four equal installments on January 15, 2020, January 15, 2021, January 15, 2022 and January 15, 2023.

F1 · price: These shares represent restricted stock units that were granted without cash consideration on February 14, 2019 under the Welltower Inc. 2016 Long-Term Incentive Plan and 2019-2021 Long-Term Incentive Program. Each restricted stock unit will be settled in common stock upon vesting in four equal installments on January 15, 2020, January 15, 2021, January 15, 2022 and January 15, 2023.

Read SEC document
February 12, 2019 Filed Feb 13, 2019 22:24 UTC GrantCommon Stock 2,088 $0.00 $0.00
Disclosure

SEC source: 0001209191-19-009756 · doc4.xml · nonDerivative · entry 1

SULLIVAN KATHRYN M · CIK 0001272113 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 2,088

F1 · shares: These shares represent deferred stock units that were granted without cash consideration on February 12, 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 12, 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
February 07, 2019 Filed Feb 11, 2019 22:30 UTC GrantCommon Stock 2,077 $0.00 $0.00
Disclosure

SEC source: 0001209191-19-009027 · doc4.xml · nonDerivative · entry 1

BACON KENNETH J · CIK 0001204117 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 9,867

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
February 07, 2019 Filed Feb 11, 2019 22:32 UTC GrantCommon Stock 2,077 $0.00 $0.00
Disclosure

SEC source: 0001209191-19-009032 · doc4.xml · nonDerivative · entry 1

DeSalvo Karen B · CIK 0001722342 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 2,271

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
February 07, 2019 Filed Feb 11, 2019 22:40 UTC GrantCommon Stock 689 $0.00 $0.00
Disclosure

SEC source: 0001209191-19-009045 · doc4.xml · nonDerivative · entry 1

MEYERS GEOFFREY G · CIK 0001197285 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 10,109.4687

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.

F2 · balance_after: Amount includes .0579 shares acquired since the last Form 4 filing as a result of reinvestment of dividends under the dividend reinvestment plan.

Read SEC document
February 07, 2019 Filed Feb 11, 2019 22:36 UTC GrantCommon Stock 2,077 $0.00 $0.00
Disclosure

SEC source: 0001209191-19-009039 · doc4.xml · nonDerivative · entry 1

DONAHUE JEFFREY H · CIK 0001242811 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 43,858

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
February 07, 2019 Filed Feb 11, 2019 22:45 UTC GrantCommon Stock 2,077 $0.00 $0.00
Disclosure

SEC source: 0001209191-19-009050 · doc4.xml · nonDerivative · entry 1

NAUGHTON TIMOTHY J · CIK 0001219700 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 19,161

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
February 07, 2019 Filed Feb 11, 2019 22:47 UTC GrantCommon Stock 2,077 $0.00 $0.00
Disclosure

SEC source: 0001209191-19-009052 · doc4.xml · nonDerivative · entry 1

OSTER SHARON M · CIK 0001210117 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 39,208

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
February 07, 2019 Filed Feb 11, 2019 22:49 UTC GrantCommon Stock 689 $0.00 $0.00
Disclosure

SEC source: 0001209191-19-009053 · doc4.xml · nonDerivative · entry 1

PELHAM JUDITH C · CIK 0001185287 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 13,588

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
February 07, 2019 Filed Feb 11, 2019 22:56 UTC GrantCommon Stock 2,077 $0.00 $0.00
Disclosure

SEC source: 0001209191-19-009067 · doc4.xml · nonDerivative · entry 1

Rivera Sergio · CIK 0001560718 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 12,825

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.

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February 07, 2019 Filed Feb 11, 2019 22:58 UTC GrantCommon Stock 2,077 $0.00 $0.00
Disclosure

SEC source: 0001209191-19-009074 · doc4.xml · nonDerivative · entry 1

TRUMBULL R SCOTT · CIK 0001210705 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 5,001

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
February 07, 2019 Filed Feb 11, 2019 23:00 UTC GrantCommon Stock 2,077 $0.00 $0.00
Disclosure

SEC source: 0001209191-19-009079 · doc4.xml · nonDerivative · entry 1

Spisso Johnese · CIK 0001760632 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 2,271

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.

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February 07, 2019 Filed Feb 11, 2019 23:02 UTC GrantCommon Stock 2,077 $0.00 $0.00
Disclosure

SEC source: 0001209191-19-009081 · doc4.xml · nonDerivative · entry 1

Whitelaw Gary · CIK 0001713218 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 10,040

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
February 07, 2019 Filed Feb 11, 2019 23:06 UTC
DEROSA THOMAS JDirector · Chief Executive Officer
Exercise / conversionDeferred Stock Units · Derivative 36,125 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001209191-19-009087 · doc4.xml · derivative · entry 3

DEROSA THOMAS J · CIK 0001215328 · Director · Chief Executive Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 72,245

Underlying: Common · 36,125 shares

Expires 2019-02-07

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 vesting 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 vesting 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 vesting 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 February 7, 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 vesting on December 31, 2019 and 36,120 units vesting on December 31, 2020.

Read SEC document
February 07, 2019 Filed Feb 11, 2019 23:06 UTC
DEROSA THOMAS JDirector · Chief Executive Officer
Tax withholdingCommon Stock 16,564 $77.05 $1,276,256.20
Disclosure

SEC source: 0001209191-19-009087 · doc4.xml · nonDerivative · entry 2

DEROSA THOMAS J · CIK 0001215328 · Director · Chief Executive Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 270,960

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

Read SEC document
February 07, 2019 Filed Feb 11, 2019 23:06 UTC
DEROSA THOMAS JDirector · Chief Executive Officer
Exercise / conversionCommon Stock 36,125 $0.00 $0.00
Disclosure

SEC source: 0001209191-19-009087 · doc4.xml · nonDerivative · entry 1

DEROSA THOMAS J · CIK 0001215328 · Director · Chief Executive Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 287,524

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 07, 2019 Filed Feb 11, 2019 23:10 UTC
Kerr MercedesEVP-Business Development
Exercise / conversionDeferred Stock Units · Derivative 8,507 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001209191-19-009089 · doc4.xml · derivative · entry 6

Kerr Mercedes · CIK 0001681417 · EVP-Business Development

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 8,505

Underlying: Common · 8,507 shares

Expires 2019-02-07

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 8,507 units having vested on February 7, 2019 and 8,505 units vesting on December 31, 2019.

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 8,507 units having vested on February 7, 2019 and 8,505 units vesting on December 31, 2019.

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 8,507 units having vested on February 7, 2019 and 8,505 units vesting on December 31, 2019.

F5 · derivative.underlying_shares: The reported transaction was a vesting of 8,507 deferred stock units on February 7, 2019, resulting in the issuance of 8,507 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 8,507 units having vested on February 7, 2019 and 8,505 units vesting on December 31, 2019.

Read SEC document
February 07, 2019 Filed Feb 11, 2019 23:10 UTC
Kerr MercedesEVP-Business Development
Exercise / conversionDeferred Stock Units · Derivative 12,088 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001209191-19-009089 · doc4.xml · derivative · entry 5

Kerr Mercedes · CIK 0001681417 · EVP-Business Development

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 24,173

Underlying: Common · 12,088 shares

Expires 2019-02-07

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 February 24, 2017, 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 12,088 units having vested on February 7, 2019, 12,088 units vesting on December 31, 2019 and 12,085 units vesting on December 31, 2020.

F2 · derivative.exercise_date: These deferred stock units were granted without cash consideration on February 24, 2017, 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 12,088 units having vested on February 7, 2019, 12,088 units vesting on December 31, 2019 and 12,085 units vesting on December 31, 2020.

F2 · derivative.expiration_date: These deferred stock units were granted without cash consideration on February 24, 2017, 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 12,088 units having vested on February 7, 2019, 12,088 units vesting on December 31, 2019 and 12,085 units vesting on December 31, 2020.

F3 · derivative.underlying_shares: The reported transaction was a vesting of 12,088 deferred stock units on February 7, 2019, resulting in the issuance of 12,088 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 February 24, 2017, 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 12,088 units having vested on February 7, 2019, 12,088 units vesting on December 31, 2019 and 12,085 units vesting on December 31, 2020.

Read SEC document
February 07, 2019 Filed Feb 11, 2019 23:10 UTC
Kerr MercedesEVP-Business Development
Tax withholdingCommon Stock 4,218 $77.05 $324,996.90
Disclosure

SEC source: 0001209191-19-009089 · doc4.xml · nonDerivative · entry 4

Kerr Mercedes · CIK 0001681417 · EVP-Business Development

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 44,483

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

Read SEC document
February 07, 2019 Filed Feb 11, 2019 23:10 UTC
Kerr MercedesEVP-Business Development
Exercise / conversionCommom Stock 8,507 $0.00 $0.00
Disclosure

SEC source: 0001209191-19-009089 · doc4.xml · nonDerivative · entry 3

Kerr Mercedes · CIK 0001681417 · EVP-Business Development

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 48,701

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 07, 2019 Filed Feb 11, 2019 23:10 UTC
Kerr MercedesEVP-Business Development
Tax withholdingCommon Stock 5,047 $77.05 $388,871.35
Disclosure

SEC source: 0001209191-19-009089 · doc4.xml · nonDerivative · entry 2

Kerr Mercedes · CIK 0001681417 · EVP-Business Development

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 40,194

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

Read SEC document
February 07, 2019 Filed Feb 11, 2019 23:10 UTC
Kerr MercedesEVP-Business Development
Exercise / conversionCommon Stock 12,088 $0.00 $0.00
Disclosure

SEC source: 0001209191-19-009089 · doc4.xml · nonDerivative · entry 1

Kerr Mercedes · CIK 0001681417 · EVP-Business Development

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 45,241

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 07, 2019 Filed Feb 11, 2019 23:13 UTC
Goodey JohnChief Financial Officer
Exercise / conversionDeferred Stock Units · Derivative 2,876 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001209191-19-009093 · doc4.xml · derivative · entry 3

Goodey John · CIK 0001718540 · Chief Financial Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 2,876

Underlying: Common · 2,876 shares

Expires 2019-02-07

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 2,876 units having vested on February 7, 2019 and 2,876 units vesting 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 2,876 units having vested on February 7, 2019 and 2,876 units vesting 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 2,876 units having vested on February 7, 2019 and 2,876 units vesting on December 31, 2019.

F3 · derivative.underlying_shares: The reported transaction was a vesting of 2,876 deferred stock units on February 7, 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.

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 2,876 units having vested on February 7, 2019 and 2,876 units vesting on December 31, 2019.

Read SEC document
February 07, 2019 Filed Feb 11, 2019 23:13 UTC
Goodey JohnChief Financial Officer
Tax withholdingCommon Stock 1,040 $77.05 $80,132.00
Disclosure

SEC source: 0001209191-19-009093 · doc4.xml · nonDerivative · entry 2

Goodey John · CIK 0001718540 · Chief Financial Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 42,527.5644

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

Read SEC document
February 07, 2019 Filed Feb 11, 2019 23:13 UTC
Goodey JohnChief Financial Officer
Exercise / conversionCommom Stock 2,876 $0.00 $0.00
Disclosure

SEC source: 0001209191-19-009093 · doc4.xml · nonDerivative · entry 1

Goodey John · CIK 0001718540 · Chief Financial Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 43,567.5644

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

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