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
| Month | Purchases | Sales |
|---|---|---|
| Nov 2025 | 0 | 0 |
| Dec 2025 | 0 | 0 |
| Jan 2026 | 0 | 0 |
| Feb 2026 | 0 | 0 |
| Mar 2026 | 0 | 0 |
| Apr 2026 | 0 | 0 |
| May 2026 | 0 | 0 |
| Jun 2026 | 0 | 0 |
| Jul 2026 | 0 | 0 |
| Aug 2026 | 4 | 0 |
| Sep 2026 | 0 | 0 |
| Oct 2026 | 0 | 0 |
Latest available
Insider transactions
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 date | Owner / reported role | Activity / security | Shares / units | Reported price | Reported value | Details |
|---|---|---|---|---|---|---|
| February 07, 2019 Filed Feb 11, 2019 23:15 UTC |
Mitra ShankhEVP, Investments
|
Exercise / conversionDeferred Stock Units · Derivative | 2,876 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001209191-19-009096 · doc4.xml · derivative · entry 4 Mitra Shankh · CIK 0001698445 · EVP, Investments 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. 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 vesting 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 vesting 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 vesting on December 31, 2019. F4 · 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. 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 vesting on December 31, 2019. Read SEC document |
| February 07, 2019 Filed Feb 11, 2019 23:15 UTC |
Mitra ShankhEVP, Investments
|
Tax withholdingCommon Stock | 1,319 | $77.05 | $101,628.95 |
DisclosureSEC source: 0001209191-19-009096 · doc4.xml · nonDerivative · entry 2 Mitra Shankh · CIK 0001698445 · EVP, Investments 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 43,372 F1 · shares: Shares withheld upon vesting to satisfy tax withholding obligation. Read SEC document |
| February 07, 2019 Filed Feb 11, 2019 23:15 UTC |
Mitra ShankhEVP, Investments
|
Exercise / conversionCommom Stock | 2,876 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-19-009096 · doc4.xml · nonDerivative · entry 1 Mitra Shankh · CIK 0001698445 · EVP, Investments 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 44,691 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 23:17 UTC |
Mcqueen Matthew GrantSVP, Gen.Counsel & Secretary
|
Exercise / conversionDeferred Stock Units · Derivative | 2,157 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001209191-19-009098 · doc4.xml · derivative · entry 3 Mcqueen Matthew Grant · CIK 0001698645 · SVP, Gen.Counsel & Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,156 Underlying: Common · 2,157 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 2,157 units having vested on February 7, 2019 and 2,156 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 2,157 units having vested on February 7, 2019 and 2,156 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 2,157 units having vested on February 7, 2019 and 2,156 units vesting on December 31, 2019. F3 · derivative.underlying_shares: The reported transaction was a vesting of 2,157 deferred stock units on February 7, 2019, resulting in the issuance of 2,157 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 vesting on December 31, 2019. Read SEC document |
| February 07, 2019 Filed Feb 11, 2019 23:17 UTC |
Mcqueen Matthew GrantSVP, Gen.Counsel & Secretary
|
Tax withholdingCommon Stock | 666 | $77.05 | $51,315.30 |
DisclosureSEC source: 0001209191-19-009098 · doc4.xml · nonDerivative · entry 2 Mcqueen Matthew Grant · CIK 0001698645 · SVP, Gen.Counsel & Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,787 F1 · shares: Shares withheld upon vesting to satisfy tax withholding obligation. Read SEC document |
| February 07, 2019 Filed Feb 11, 2019 23:17 UTC |
Mcqueen Matthew GrantSVP, Gen.Counsel & Secretary
|
Exercise / conversionCommom Stock | 2,157 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-19-009098 · doc4.xml · nonDerivative · entry 1 Mcqueen Matthew Grant · CIK 0001698645 · SVP, Gen.Counsel & Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,453 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 23:19 UTC |
Fieweger JoshuaVice President, Controller
|
Exercise / conversionDeferred Stock Units · Derivative | 290 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001209191-19-009099 · doc4.xml · derivative · entry 3 Fieweger Joshua · CIK 0001734865 · Vice President, Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 290 Underlying: Common · 290 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 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 290 units having vested on February 7, 2019 and 290 units vesting on December 31, 2019. F2 · 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 290 units having vested on February 7, 2019 and 290 units vesting on December 31, 2019. F2 · 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 290 units having vested on February 7, 2019 and 290 units vesting on December 31, 2019. F3 · derivative.underlying_shares: The reported transaction was a vesting of 290 deferred stock units on February 7, 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 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 290 units having vested on February 7, 2019 and 290 units vesting on December 31, 2019. Read SEC document |
| February 07, 2019 Filed Feb 11, 2019 23:19 UTC |
Fieweger JoshuaVice President, Controller
|
Tax withholdingCommon Stock | 103 | $77.05 | $7,936.15 |
DisclosureSEC source: 0001209191-19-009099 · doc4.xml · nonDerivative · entry 2 Fieweger Joshua · CIK 0001734865 · Vice President, Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,717 F1 · shares: Shares withheld upon vesting to satisfy tax withholding obligation. Read SEC document |
| February 07, 2019 Filed Feb 11, 2019 23:19 UTC |
Fieweger JoshuaVice President, Controller
|
Exercise / conversionCommom Stock | 290 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-19-009099 · doc4.xml · nonDerivative · entry 1 Fieweger Joshua · CIK 0001734865 · Vice President, Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,820 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 19, 2019 22:39 UTC Amendment |
Kerr MercedesEVP-Business Development
|
Tax withholdingCommon Stock | 5,781 | $77.05 | $445,426.05 |
DisclosureSEC source: 0001209191-19-011254 · doc4a.xml · nonDerivative · entry 1 Kerr Mercedes · CIK 0001681417 · EVP-Business Development 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 39,460 F1 · shares: Due to an administrative error, the original Form 4 timely filed on February 12, 2019 reporting the numbers of shares withheld upon vesting of deferred stock units to satisfy the tax withholding obligation were stated as 5,047, and the correct amount is 5,781. Read SEC document |
| January 15, 2019 Filed Jan 17, 2019 22:35 UTC |
DEROSA THOMAS JDirector · Chief Executive Officer
|
Tax withholdingCommon Stock | 13,274 | $72.39 | $960,904.86 |
DisclosureSEC source: 0001209191-19-004332 · doc4.xml · nonDerivative · entry 1 DEROSA THOMAS J · CIK 0001215328 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 251,399 F1 · shares: Shares withheld upon vesting of restricted stock to satisfy tax withholding obligations. Read SEC document |
| January 15, 2019 Filed Jan 17, 2019 22:38 UTC |
Goodey JohnChief Financial Officer
|
Tax withholdingCommon Stock | 3,743 | $72.39 | $270,955.77 |
DisclosureSEC source: 0001209191-19-004336 · doc4.xml · nonDerivative · entry 1 Goodey John · CIK 0001718540 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 40,691.5644 F1 · shares: Shares withheld upon vesting of restricted stock to satisfy tax withholding obligations. F2 · balance_after: Amount includes 0.005 shares acquired since the last Form 4 filing as a result of reinvestment of dividends under the dividend reinvestment plan. Read SEC document |
| January 15, 2019 Filed Jan 17, 2019 22:41 UTC |
Mitra ShankhEVP, Investments
|
Tax withholdingCommon Stock | 3,322 | $72.39 | $240,479.58 |
DisclosureSEC source: 0001209191-19-004339 · doc4.xml · nonDerivative · entry 1 Mitra Shankh · CIK 0001698445 · EVP, Investments 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 41,815 F1 · shares: Shares withheld upon vesting of restricted stock to satisfy tax withholding obligations. Read SEC document |
| January 15, 2019 Filed Jan 17, 2019 22:44 UTC |
Kerr MercedesEVP-Business Development
|
Tax withholdingCommon Stock | 2,506 | $72.39 | $181,409.34 |
DisclosureSEC source: 0001209191-19-004342 · doc4.xml · nonDerivative · entry 1 Kerr Mercedes · CIK 0001681417 · EVP-Business Development 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 33,153 F1 · shares: Shares withheld upon vesting of restricted stock to satisfy tax withholding obligations. Read SEC document |
| January 15, 2019 Filed Jan 17, 2019 22:46 UTC |
Mcqueen Matthew GrantSVP, Gen.Counsel & Secretary
|
Tax withholdingCommon Stock | 1,052 | $72.39 | $76,154.28 |
DisclosureSEC source: 0001209191-19-004349 · doc4.xml · nonDerivative · entry 1 Mcqueen Matthew Grant · CIK 0001698645 · SVP, Gen.Counsel & Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,296 F1 · shares: Shares withheld upon vesting of restricted stock to satisfy tax withholding obligations. Read SEC document |
| January 15, 2019 Filed Jan 17, 2019 22:48 UTC |
Fieweger JoshuaVice President, Controller
|
Tax withholdingCommon Stock | 397 | $72.39 | $28,738.83 |
DisclosureSEC source: 0001209191-19-004353 · doc4.xml · nonDerivative · entry 1 Fieweger Joshua · CIK 0001734865 · Vice President, Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,530 F1 · shares: Shares withheld upon vesting of restricted stock to satisfy tax withholding obligations. Read SEC document |
| January 04, 2019 Filed Jan 8, 2019 22:19 UTC |
Mitra ShankhEVP, Investments
|
Tax withholdingCommon Stock | 1,223 | $68.28 | $83,506.44 |
DisclosureSEC source: 0001209191-19-002851 · doc4.xml · nonDerivative · entry 1 Mitra Shankh · CIK 0001698445 · EVP, Investments 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 45,137 F1 · shares: Shares withheld upon vesting of restricted stock to satisfy tax withholding obligations. Read SEC document |
| December 31, 2018 Filed Jan 3, 2019 21:57 UTC |
DEROSA THOMAS JDirector · Chief Executive Officer
|
Exercise / conversionDeferred Stock Units · Derivative | 10,927 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001209191-19-001094 · doc4.xml · derivative · entry 3 DEROSA THOMAS J · CIK 0001215328 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,925 Underlying: Common · 10,927 shares Expires 2018-12-31 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 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 vesting on December 31, 2019. F2 · 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 vesting on December 31, 2019. F2 · 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 vesting on December 31, 2019. F3 · derivative.underlying_shares: The reported transaction was a vesting of 10,927 deferred stock units on December 31, 2018, resulting in the issuance of 10,927 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 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 vesting on December 31, 2019. Read SEC document |
| December 31, 2018 Filed Jan 3, 2019 21:57 UTC |
DEROSA THOMAS JDirector · Chief Executive Officer
|
Tax withholdingCommon Stock | 3,464 | $69.41 | $240,436.24 |
DisclosureSEC source: 0001209191-19-001094 · doc4.xml · nonDerivative · entry 2 DEROSA THOMAS J · CIK 0001215328 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 264,673 F1 · shares: Shares withheld upon vesting to satisfy tax withholding obligation. Read SEC document |
| December 31, 2018 Filed Jan 3, 2019 21:57 UTC |
DEROSA THOMAS JDirector · Chief Executive Officer
|
Exercise / conversionCommon Stock | 10,927 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-19-001094 · doc4.xml · nonDerivative · entry 1 DEROSA THOMAS J · CIK 0001215328 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 268,137 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 11, 2018 Filed Dec 13, 2018 22:26 UTC |
Kerr MercedesEVP-Business Development
|
Exercise / conversionStock Option (right to purchase) · Derivative | 1,552 | $0.00 Strike: $57.33 | $0.00 |
DisclosureSEC source: 0001209191-18-062489 · doc4.xml · derivative · entry 9 Kerr Mercedes · CIK 0001681417 · EVP-Business Development 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 1,552 shares Expires 2022-01-26 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_date: The options, representing a right to purchase a total of 2,588 shares, became exercisable in five equal installments beginning on January 15, 2013. Read SEC document |
| December 11, 2018 Filed Dec 13, 2018 22:26 UTC |
Kerr MercedesEVP-Business Development
|
Exercise / conversionStock Option (right to purchase) · Derivative | 2,239 | $0.00 Strike: $49.17 | $0.00 |
DisclosureSEC source: 0001209191-18-062489 · doc4.xml · derivative · entry 8 Kerr Mercedes · CIK 0001681417 · EVP-Business Development 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 2,239 shares Expires 2021-01-27 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_date: The options, representing a right to purchase a total of 5,599 shares, became exercisable in five equal installments beginning on January 15, 2012. Read SEC document |
| December 11, 2018 Filed Dec 13, 2018 22:26 UTC |
Kerr MercedesEVP-Business Development
|
Exercise / conversionStock Option (right to purchase) · Derivative | 551 | $0.00 Strike: $43.29 | $0.00 |
DisclosureSEC source: 0001209191-18-062489 · doc4.xml · derivative · entry 7 Kerr Mercedes · CIK 0001681417 · EVP-Business Development 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 551 shares Expires 2020-01-28 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_date: The options, representing a right to purchase a total of 2,757 shares, became exercisable in five equal installments beginning on January 15, 2011. Read SEC document |
| December 11, 2018 Filed Dec 13, 2018 22:26 UTC |
Kerr MercedesEVP-Business Development
|
SaleCommon Stock | 1,552 | $73.15 | $113,523.37 |
DisclosureSEC source: 0001209191-18-062489 · doc4.xml · nonDerivative · entry 6 Kerr Mercedes · CIK 0001681417 · EVP-Business Development 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 35,659 F1 · price: This transaction was executed in multiple trades at prices ranging from $73.133 to $73.160, inclusive. The price reported above is a weighted average price. The reporting person undertakes to provide to the issuer, any security holder of the issuer, or the staff the U.S. 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 |
| December 11, 2018 Filed Dec 13, 2018 22:26 UTC |
Kerr MercedesEVP-Business Development
|
Exercise / conversionCommon Stock | 1,552 | $57.33 | $88,976.16 |
DisclosureSEC source: 0001209191-18-062489 · doc4.xml · nonDerivative · entry 5 Kerr Mercedes · CIK 0001681417 · EVP-Business Development 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 37,211 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 11, 2018 Filed Dec 13, 2018 22:26 UTC |
Kerr MercedesEVP-Business Development
|
SaleCommon Stock | 2,239 | $73.18 | $163,838.83 |
DisclosureSEC source: 0001209191-18-062489 · doc4.xml · nonDerivative · entry 4 Kerr Mercedes · CIK 0001681417 · EVP-Business Development 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 35,659 Read SEC document |
| December 11, 2018 Filed Dec 13, 2018 22:26 UTC |
Kerr MercedesEVP-Business Development
|
Exercise / conversionCommon Stock | 2,239 | $49.17 | $110,091.63 |
DisclosureSEC source: 0001209191-18-062489 · doc4.xml · nonDerivative · entry 3 Kerr Mercedes · CIK 0001681417 · EVP-Business Development 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 37,898 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 11, 2018 Filed Dec 13, 2018 22:26 UTC |
Kerr MercedesEVP-Business Development
|
SaleCommon Stock | 551 | $73.18 | $40,321.08 |
DisclosureSEC source: 0001209191-18-062489 · doc4.xml · nonDerivative · entry 2 Kerr Mercedes · CIK 0001681417 · EVP-Business Development 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 35,659 Read SEC document |
| December 11, 2018 Filed Dec 13, 2018 22:26 UTC |
Kerr MercedesEVP-Business Development
|
Exercise / conversionCommon Stock | 551 | $43.29 | $23,852.79 |
DisclosureSEC source: 0001209191-18-062489 · doc4.xml · nonDerivative · entry 1 Kerr Mercedes · CIK 0001681417 · EVP-Business Development 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 36,210 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 30, 2018 Filed Dec 4, 2018 22:07 UTC |
DeSalvo Karen BDirector
|
GrantCommon Stock | 194 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-060930 · doc4.xml · nonDerivative · entry 1 DeSalvo Karen B · CIK 0001722342 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 194 F1 · shares: These shares represent deferred stock units that were granted without cash consideration on November 30, 2018 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 November 30, 2018 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 |
| November 30, 2018 Filed Dec 4, 2018 22:23 UTC |
Spisso JohneseDirector
|
GrantCommon Stock | 194 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-060965 · doc4.xml · nonDerivative · entry 1 Spisso Johnese · CIK 0001760632 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 194 F1 · shares: These shares represent deferred stock units that were granted without cash consideration on November 30, 2018 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 November 30, 2018 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 |
| November 30, 2018 Filed Dec 10, 2018 21:47 UTC |
Mitra ShankhEVP, Investments
|
GrantCommon Stock | 97 | $49.32 | $4,783.75 |
DisclosureSEC source: 0001209191-18-061798 · doc4.xml · nonDerivative · entry 2 Mitra Shankh · CIK 0001698445 · EVP, Investments 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 46,360 F1 · security: 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 · shares: In accordance with the ESPP these shares were purchased based on 85% of the closing stock price on June 1, 2018, the first trading day of the offering period. Read SEC document |
| November 30, 2018 Filed Dec 10, 2018 21:49 UTC |
Mcqueen Matthew GrantSVP, Gen.Counsel & Secretary
|
GrantCommon Stock | 202 | $49.32 | $9,962.03 |
DisclosureSEC source: 0001209191-18-061800 · doc4.xml · nonDerivative · entry 2 Mcqueen Matthew Grant · CIK 0001698645 · SVP, Gen.Counsel & Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,348 F1 · security: 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 · shares: In accordance with the ESPP these shares were purchased based on 85% of the closing stock price on June 1, 2018, the first trading day of the offering period. Read SEC document |
| November 30, 2018 Filed Dec 10, 2018 21:51 UTC |
Fieweger JoshuaVice President, Controller
|
GrantCommon Stock | 99 | $49.32 | $4,882.38 |
DisclosureSEC source: 0001209191-18-061802 · doc4.xml · nonDerivative · entry 2 Fieweger Joshua · CIK 0001734865 · Vice President, Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,927 F1 · security: 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 · shares: In accordance with the ESPP these shares were purchased based on 85% of the closing stock price on June 1, 2018, the first trading day of the offering period. Read SEC document |
| November 27, 2018 Filed Nov 28, 2018 21:51 UTC |
DEROSA THOMAS JDirector · Chief Executive Officer
|
GiftCommon Stock | 7,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-060117 · doc4.xml · nonDerivative · entry 2 DEROSA THOMAS J · CIK 0001215328 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 257,210 Read SEC document |
| October 03, 2018 Filed Oct 5, 2018 20:25 UTC |
Goodey JohnChief Financial Officer
|
Tax withholdingCommon Stock | 1,659 | $61.90 | $102,692.10 |
DisclosureSEC source: 0001209191-18-054377 · doc4.xml · nonDerivative · entry 1 Goodey John · CIK 0001718540 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 44,434.5594 F1 · shares: Shares withheld upon vesting of restricted stock to satisfy tax withholding obligation. F2 · balance_after: Amount includes 0.0053 shares acquired since the last Form 4 filing as a result of reinvestment of dividends under the dividend reinvestment plan and 289 shares held by the reporting person on October 3, 2017, the date on which the reporting person became an officer of Welltower Inc., that were inadvertently omitted from his Form 3 filed on October 5, 2017. Read SEC document |
| August 10, 2018 Filed Aug 13, 2018 22:49 UTC |
Mitra ShankhEVP, Investments
|
GiftCommon Stock | 62 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-046494 · doc4.xml · nonDerivative · entry 3 Mitra Shankh · CIK 0001698445 · EVP, Investments 10b5-1 filing: Not disclosed Ownership: Indirect · By son and daugher Disclosed balance after: 45,978 F3 · kind: This transaction involved a gift of securities by the reporting person to his son and daughter, who share reporting person's household. The reporting person disclaims beneficial ownership of the shares by his son and daughter, and this report should not be deemed an admission that the reporting person is the beneficial owner of his son's or daughter's shares for purposes of Section 16 or for any other purpose. F4 · shares: Of the 62 shares 31 shares are held by the son of the reporting person and 31 shares are held by the daughter of the reporting person. Read SEC document |
| August 10, 2018 Filed Aug 13, 2018 22:49 UTC |
Mitra ShankhEVP, Investments
|
PurchaseCommon Stock | 62 | $63.55 | $3,940.10 |
DisclosureSEC source: 0001209191-18-046494 · doc4.xml · nonDerivative · entry 2 Mitra Shankh · CIK 0001698445 · EVP, Investments 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 46,040 F2 · price: This transaction was executed in multiple trades ranging from $63.48 to $63.6127. The price above reflects the weighted average purchase price. The reporting person undertakes to provide to issuer, any securities holder of the holder of the issuer, or the staff of the U.S. Securities and Exchange Commission, upon request, full information regarding the number of shares purchased at each price within the range set forth in this footnote. Read SEC document |
| August 09, 2018 Filed Aug 13, 2018 22:49 UTC |
Mitra ShankhEVP, Investments
|
GrantCommon Stock | 3,173 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-046494 · doc4.xml · nonDerivative · entry 1 Mitra Shankh · CIK 0001698445 · EVP, Investments 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 45,978 F1 · shares: These shares represent restricted stock units that were granted without cash consideration on August 9, 2018 under the Welltower Inc. 2016 Long-Term Incentive Plan and 2018-2020 Long-Term Incentive Program. Each restricted stock unit will be settled in common stock upon vesting in four equal installments on January 15, 2019, January 15, 2020, January 15, 2021 and January 15, 2022. F1 · price: These shares represent restricted stock units that were granted without cash consideration on August 9, 2018 under the Welltower Inc. 2016 Long-Term Incentive Plan and 2018-2020 Long-Term Incentive Program. Each restricted stock unit will be settled in common stock upon vesting in four equal installments on January 15, 2019, January 15, 2020, January 15, 2021 and January 15, 2022. Read SEC document |
| July 26, 2018 Filed Jul 30, 2018 21:32 UTC |
Whitelaw GaryDirector
|
Exercise / conversionDeferred Stock Units · Derivative | 832 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-044439 · doc4.xml · derivative · entry 2 Whitelaw Gary · CIK 0001713218 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common · 832 shares Expires 2018-07-26 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 July 26, 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 vested in one installment on the first anniversary of the grant date. F2 · price: These deferred stock units were granted without cash consideration on July 26, 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 vested in one installment on the first anniversary of the grant date. F2 · derivative.exercise_date: These deferred stock units were granted without cash consideration on July 26, 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 vested in one installment on the first anniversary of the grant date. F2 · derivative.expiration_date: These deferred stock units were granted without cash consideration on July 26, 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 vested in one installment on the first anniversary of the grant date. F1 · derivative.underlying_shares: The reported transaction was a vesting of 832 deferred stock units on July 26, 2018, resulting in the issuance of 832 shares of common stock. No amount was payable to the company in connection with the vesting or the common stock issuance. Read SEC document |
| July 26, 2018 Filed Jul 30, 2018 21:32 UTC |
Whitelaw GaryDirector
|
Exercise / conversionCommon Stock | 832 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-044439 · doc4.xml · nonDerivative · entry 1 Whitelaw Gary · CIK 0001713218 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,963 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. F1 · price: The reported transaction was a vesting of 832 deferred stock units on July 26, 2018, resulting in the issuance of 832 shares of common stock. No amount was payable to the company in connection with the vesting or the common stock issuance. Read SEC document |
| June 23, 2018 Filed Jun 26, 2018 22:03 UTC |
Goodey JohnChief Financial Officer
|
Tax withholdingCommon Stock | 241 | $59.05 | $14,231.05 |
DisclosureSEC source: 0001209191-18-039538 · doc4.xml · nonDerivative · entry 1 Goodey John · CIK 0001718540 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 45,804.5541 F1 · shares: Shares withheld upon vesting of restricted stock to satisfy tax withholding obligation. F2 · balance_after: Amount includes 53.2334 shares acquired since the last Form 4 filing as a result of reinvestment of dividends under the dividend reinvestment plan. Read SEC document |
| June 06, 2018 Filed Jun 7, 2018 20:48 UTC |
TRUMBULL R SCOTTDirector
|
SaleCommon Stock | 0.5171 | $57.33 | $29.65 |
DisclosureSEC source: 0001209191-18-036383 · doc4.xml · nonDerivative · entry 1 TRUMBULL R SCOTT · CIK 0001210705 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,924 F1 · balance_after: Amount includes 0.008 shares acquired since the last Form 4 filing as a result of reinvestment of dividends under the dividend reinvestment plan. Read SEC document |
| May 31, 2018 Filed Nov 28, 2018 21:51 UTC |
DEROSA THOMAS JDirector · Chief Executive Officer
|
GrantCommon Stock | 367 | $49.00 | $17,984.10 |
DisclosureSEC source: 0001209191-18-060117 · doc4.xml · nonDerivative · entry 1 DEROSA THOMAS J · CIK 0001215328 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 264,210 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"). These transactions were both 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, 2018, the last trading day of the offering period. Read SEC document |
| May 31, 2018 Filed Dec 10, 2018 21:47 UTC |
Mitra ShankhEVP, Investments
|
GrantCommon Stock | 285 | $49.00 | $13,965.86 |
DisclosureSEC source: 0001209191-18-061798 · doc4.xml · nonDerivative · entry 1 Mitra Shankh · CIK 0001698445 · EVP, Investments 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 46,263 F1 · security: 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 · shares: In accordance with the ESPP these shares were purchased based on 85% of the closing stock price on May 31, 2018, the last trading day of the offering period. Read SEC document |
| May 31, 2018 Filed Dec 10, 2018 21:49 UTC |
Mcqueen Matthew GrantSVP, Gen.Counsel & Secretary
|
GrantCommon Stock | 195 | $49.00 | $9,555.59 |
DisclosureSEC source: 0001209191-18-061800 · doc4.xml · nonDerivative · entry 1 Mcqueen Matthew Grant · CIK 0001698645 · SVP, Gen.Counsel & Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,146 F1 · security: 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 · shares: In accordance with the ESPP these shares were purchased based on 85% of the closing stock price on May 31, 2018, the last trading day of the offering period. Read SEC document |
| May 31, 2018 Filed Dec 10, 2018 21:51 UTC |
Fieweger JoshuaVice President, Controller
|
GrantCommon Stock | 283 | $49.00 | $13,867.85 |
DisclosureSEC source: 0001209191-18-061802 · doc4.xml · nonDerivative · entry 1 Fieweger Joshua · CIK 0001734865 · Vice President, Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,828 F1 · security: 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 · shares: In accordance with the ESPP these shares were purchased based on 85% of the closing stock price on May 31, 2018, the last trading day of the offering period. Read SEC document |
| May 11, 2018 Filed May 14, 2018 21:15 UTC |
TRUMBULL R SCOTTDirector
|
OtherCommon Stock | 37,721 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-029914 · doc4.xml · nonDerivative · entry 2 TRUMBULL R SCOTT · CIK 0001210705 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Trust Disclosed balance after: 61,083 F1 · price: The shares were transferred by Mr. Trumbull to the Irrevocable Lifetime Spousal Credit Trust of R. Scott Trumbull U/A/D 12/13/2012. 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 |
| May 11, 2018 Filed May 14, 2018 21:15 UTC |
TRUMBULL R SCOTTDirector
|
OtherCommon Stock | 37,721 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-029914 · doc4.xml · nonDerivative · entry 1 TRUMBULL R SCOTT · CIK 0001210705 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,924.5091 F1 · price: The shares were transferred by Mr. Trumbull to the Irrevocable Lifetime Spousal Credit Trust of R. Scott Trumbull U/A/D 12/13/2012. No amount was paid in connection with this transfer. Read SEC document |
| May 02, 2018 Filed May 4, 2018 21:02 UTC |
BACON KENNETH JDirector
|
GrantCommon Stock | 363 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-028140 · doc4.xml · nonDerivative · entry 1 BACON KENNETH J · CIK 0001204117 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,790 F1 · shares: These shares represent deferred stock units that were granted without cash consideration on May 2, 2018 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 May 2, 2018 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 |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.