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 |
|---|---|---|---|---|---|---|
| March 07, 2024 Filed Mar 11, 2024 20:53 UTC |
LOPEZ DENNIS GDirector
|
GrantCommon Stock | 89 | $92.04 | $8,191.56 |
DisclosureSEC source: 0000950170-24-029374 · ownership.xml · nonDerivative · entry 1 LOPEZ DENNIS G · CIK 0001607083 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 13,337.57 F1 · shares: These shares represent dividend equivalent rights accrued on the reporting person's deferred stock units, which may only be settled in common stock. Read SEC document |
| March 01, 2024 Filed Mar 5, 2024 02:30 UTC |
BACON KENNETH JDirector
|
GrantOther Stock Unit · Derivative | 2,157 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000950170-24-025268 · ownership.xml · derivative · entry 2 BACON KENNETH J · CIK 0001204117 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,157 Underlying: Common · 2,157 shares Expires not disclosed F2 · derivative.exercise_price: Solely in order to reserve Common Shares to satisfy any exchange in respect of OP Units as contemplated herein that might occur in the future, the reporting person also received an award of Other Stock Units under the Welltower Inc. 2022 Long-Term Incentive Plan (the "2022 Plan"). The award of Other Stock Units provides the reporting person with the ability to acquire Common Shares under the 2022 Plan only through the exchange of OP Units for those shares and in no other manner. Upon the exchange of OP Units for Common Shares, the reporting person will relinquish all rights to the exchanged OP Units. Any Other Stock Units that may be remaining after all OP Units have been exchanged will be immediately canceled for no consideration. F2 · price: Solely in order to reserve Common Shares to satisfy any exchange in respect of OP Units as contemplated herein that might occur in the future, the reporting person also received an award of Other Stock Units under the Welltower Inc. 2022 Long-Term Incentive Plan (the "2022 Plan"). The award of Other Stock Units provides the reporting person with the ability to acquire Common Shares under the 2022 Plan only through the exchange of OP Units for those shares and in no other manner. Upon the exchange of OP Units for Common Shares, the reporting person will relinquish all rights to the exchanged OP Units. Any Other Stock Units that may be remaining after all OP Units have been exchanged will be immediately canceled for no consideration. F2 · derivative.exercise_date: Solely in order to reserve Common Shares to satisfy any exchange in respect of OP Units as contemplated herein that might occur in the future, the reporting person also received an award of Other Stock Units under the Welltower Inc. 2022 Long-Term Incentive Plan (the "2022 Plan"). The award of Other Stock Units provides the reporting person with the ability to acquire Common Shares under the 2022 Plan only through the exchange of OP Units for those shares and in no other manner. Upon the exchange of OP Units for Common Shares, the reporting person will relinquish all rights to the exchanged OP Units. Any Other Stock Units that may be remaining after all OP Units have been exchanged will be immediately canceled for no consideration. F2 · derivative.expiration_date: Solely in order to reserve Common Shares to satisfy any exchange in respect of OP Units as contemplated herein that might occur in the future, the reporting person also received an award of Other Stock Units under the Welltower Inc. 2022 Long-Term Incentive Plan (the "2022 Plan"). The award of Other Stock Units provides the reporting person with the ability to acquire Common Shares under the 2022 Plan only through the exchange of OP Units for those shares and in no other manner. Upon the exchange of OP Units for Common Shares, the reporting person will relinquish all rights to the exchanged OP Units. Any Other Stock Units that may be remaining after all OP Units have been exchanged will be immediately canceled for no consideration. Read SEC document |
| March 01, 2024 Filed Mar 5, 2024 02:30 UTC |
BACON KENNETH JDirector
|
GrantLTIP Units · Derivative | 2,157 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000950170-24-025268 · ownership.xml · derivative · entry 1 BACON KENNETH J · CIK 0001204117 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,157 Underlying: Common · 2,157 shares Expires not disclosed F1 · derivative.exercise_price: Represents an award, granted without cash consideration, of membership interests in Welltower OP LLC ("Welltower OP"), a subsidiary of Welltower Inc. (the "Issuer"), designated as LTIP Units ("LTIP Units"), which LTIP Units are intended to qualify as profits interests for US federal income tax purposes. The LTIP Units are scheduled to vest on March 1, 2025, subject to the reporting person's continued service on the vesting date. The LTIP Units, if and as they become vested, are convertible, conditioned upon the satisfaction of minimum allocations to the capital accounts of the LTIP Units for federal income tax purposes, into Class A Common Units in Welltower OP ("OP Units"). The resulting OP Units may be exchanged by the reporting person for shares of common stock, par value $1.00 per share ("Common Shares") of the Issuer or the equivalent cash value of Common Shares, as determined by the Issuer. F1 · price: Represents an award, granted without cash consideration, of membership interests in Welltower OP LLC ("Welltower OP"), a subsidiary of Welltower Inc. (the "Issuer"), designated as LTIP Units ("LTIP Units"), which LTIP Units are intended to qualify as profits interests for US federal income tax purposes. The LTIP Units are scheduled to vest on March 1, 2025, subject to the reporting person's continued service on the vesting date. The LTIP Units, if and as they become vested, are convertible, conditioned upon the satisfaction of minimum allocations to the capital accounts of the LTIP Units for federal income tax purposes, into Class A Common Units in Welltower OP ("OP Units"). The resulting OP Units may be exchanged by the reporting person for shares of common stock, par value $1.00 per share ("Common Shares") of the Issuer or the equivalent cash value of Common Shares, as determined by the Issuer. F1 · derivative.exercise_date: Represents an award, granted without cash consideration, of membership interests in Welltower OP LLC ("Welltower OP"), a subsidiary of Welltower Inc. (the "Issuer"), designated as LTIP Units ("LTIP Units"), which LTIP Units are intended to qualify as profits interests for US federal income tax purposes. The LTIP Units are scheduled to vest on March 1, 2025, subject to the reporting person's continued service on the vesting date. The LTIP Units, if and as they become vested, are convertible, conditioned upon the satisfaction of minimum allocations to the capital accounts of the LTIP Units for federal income tax purposes, into Class A Common Units in Welltower OP ("OP Units"). The resulting OP Units may be exchanged by the reporting person for shares of common stock, par value $1.00 per share ("Common Shares") of the Issuer or the equivalent cash value of Common Shares, as determined by the Issuer. F1 · derivative.expiration_date: Represents an award, granted without cash consideration, of membership interests in Welltower OP LLC ("Welltower OP"), a subsidiary of Welltower Inc. (the "Issuer"), designated as LTIP Units ("LTIP Units"), which LTIP Units are intended to qualify as profits interests for US federal income tax purposes. The LTIP Units are scheduled to vest on March 1, 2025, subject to the reporting person's continued service on the vesting date. The LTIP Units, if and as they become vested, are convertible, conditioned upon the satisfaction of minimum allocations to the capital accounts of the LTIP Units for federal income tax purposes, into Class A Common Units in Welltower OP ("OP Units"). The resulting OP Units may be exchanged by the reporting person for shares of common stock, par value $1.00 per share ("Common Shares") of the Issuer or the equivalent cash value of Common Shares, as determined by the Issuer. Read SEC document |
| March 01, 2024 Filed Mar 5, 2024 02:33 UTC |
DeSalvo Karen BDirector
|
GrantCommon Stock | 2,157 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-24-025270 · ownership.xml · nonDerivative · entry 1 DeSalvo Karen B · CIK 0001722342 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 13,846.59 F1 · date: These shares represent deferred stock units that were granted without cash consideration on March 1, 2024 under the Welltower Inc. 2022 Long-Term Incentive Plan. Each deferred stock unit will be settled in common stock upon vesting on March 1, 2025. F1 · shares: These shares represent deferred stock units that were granted without cash consideration on March 1, 2024 under the Welltower Inc. 2022 Long-Term Incentive Plan. Each deferred stock unit will be settled in common stock upon vesting on March 1, 2025. Read SEC document |
| March 01, 2024 Filed Mar 5, 2024 02:36 UTC |
HAWKINS PHILIP LDirector
|
GrantOther Stock Unit · Derivative | 3,802 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000950170-24-025276 · ownership.xml · derivative · entry 2 HAWKINS PHILIP L · CIK 0001234375 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,802 Underlying: Common · 3,802 shares Expires not disclosed F2 · derivative.exercise_price: Solely in order to reserve Common Shares to satisfy any exchange in respect of OP Units as contemplated herein that might occur in the future, the reporting person also received an award of Other Stock Units under the Welltower Inc. 2022 Long-Term Incentive Plan (the "2022 Plan"). The award of Other Stock Units provides the reporting person with the ability to acquire Common Shares under the 2022 Plan only through the exchange of OP Units for those shares and in no other manner. Upon the exchange of OP Units for Common Shares, the reporting person will relinquish all rights to the exchanged OP Units. Any Other Stock Units that may be remaining after all OP Units have been exchanged will be immediately canceled for no consideration. F2 · price: Solely in order to reserve Common Shares to satisfy any exchange in respect of OP Units as contemplated herein that might occur in the future, the reporting person also received an award of Other Stock Units under the Welltower Inc. 2022 Long-Term Incentive Plan (the "2022 Plan"). The award of Other Stock Units provides the reporting person with the ability to acquire Common Shares under the 2022 Plan only through the exchange of OP Units for those shares and in no other manner. Upon the exchange of OP Units for Common Shares, the reporting person will relinquish all rights to the exchanged OP Units. Any Other Stock Units that may be remaining after all OP Units have been exchanged will be immediately canceled for no consideration. F2 · derivative.exercise_date: Solely in order to reserve Common Shares to satisfy any exchange in respect of OP Units as contemplated herein that might occur in the future, the reporting person also received an award of Other Stock Units under the Welltower Inc. 2022 Long-Term Incentive Plan (the "2022 Plan"). The award of Other Stock Units provides the reporting person with the ability to acquire Common Shares under the 2022 Plan only through the exchange of OP Units for those shares and in no other manner. Upon the exchange of OP Units for Common Shares, the reporting person will relinquish all rights to the exchanged OP Units. Any Other Stock Units that may be remaining after all OP Units have been exchanged will be immediately canceled for no consideration. F2 · derivative.expiration_date: Solely in order to reserve Common Shares to satisfy any exchange in respect of OP Units as contemplated herein that might occur in the future, the reporting person also received an award of Other Stock Units under the Welltower Inc. 2022 Long-Term Incentive Plan (the "2022 Plan"). The award of Other Stock Units provides the reporting person with the ability to acquire Common Shares under the 2022 Plan only through the exchange of OP Units for those shares and in no other manner. Upon the exchange of OP Units for Common Shares, the reporting person will relinquish all rights to the exchanged OP Units. Any Other Stock Units that may be remaining after all OP Units have been exchanged will be immediately canceled for no consideration. Read SEC document |
| March 01, 2024 Filed Mar 5, 2024 02:36 UTC |
HAWKINS PHILIP LDirector
|
GrantLTIP Units · Derivative | 3,802 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000950170-24-025276 · ownership.xml · derivative · entry 1 HAWKINS PHILIP L · CIK 0001234375 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,802 Underlying: Common · 3,802 shares Expires not disclosed F1 · derivative.exercise_price: Represents an award, granted without cash consideration, of membership interests in Welltower OP LLC ("Welltower OP"), a subsidiary of Welltower Inc. (the "Issuer"), designated as LTIP Units ("LTIP Units"), which LTIP Units are intended to qualify as profits interests for US federal income tax purposes. The LTIP Units are scheduled to vest on March 1, 2025, subject to the reporting person's continued service on the vesting date. The LTIP Units, if and as they become vested, are convertible, conditioned upon the satisfaction of minimum allocations to the capital accounts of the LTIP Units for federal income tax purposes, into Class A Common Units in Welltower OP ("OP Units"). The resulting OP Units may be exchanged by the reporting person for shares of common stock, par value $1.00 per share ("Common Shares") of the Issuer or the equivalent cash value of Common Shares, as determined by the Issuer. F1 · price: Represents an award, granted without cash consideration, of membership interests in Welltower OP LLC ("Welltower OP"), a subsidiary of Welltower Inc. (the "Issuer"), designated as LTIP Units ("LTIP Units"), which LTIP Units are intended to qualify as profits interests for US federal income tax purposes. The LTIP Units are scheduled to vest on March 1, 2025, subject to the reporting person's continued service on the vesting date. The LTIP Units, if and as they become vested, are convertible, conditioned upon the satisfaction of minimum allocations to the capital accounts of the LTIP Units for federal income tax purposes, into Class A Common Units in Welltower OP ("OP Units"). The resulting OP Units may be exchanged by the reporting person for shares of common stock, par value $1.00 per share ("Common Shares") of the Issuer or the equivalent cash value of Common Shares, as determined by the Issuer. F1 · derivative.exercise_date: Represents an award, granted without cash consideration, of membership interests in Welltower OP LLC ("Welltower OP"), a subsidiary of Welltower Inc. (the "Issuer"), designated as LTIP Units ("LTIP Units"), which LTIP Units are intended to qualify as profits interests for US federal income tax purposes. The LTIP Units are scheduled to vest on March 1, 2025, subject to the reporting person's continued service on the vesting date. The LTIP Units, if and as they become vested, are convertible, conditioned upon the satisfaction of minimum allocations to the capital accounts of the LTIP Units for federal income tax purposes, into Class A Common Units in Welltower OP ("OP Units"). The resulting OP Units may be exchanged by the reporting person for shares of common stock, par value $1.00 per share ("Common Shares") of the Issuer or the equivalent cash value of Common Shares, as determined by the Issuer. F1 · derivative.expiration_date: Represents an award, granted without cash consideration, of membership interests in Welltower OP LLC ("Welltower OP"), a subsidiary of Welltower Inc. (the "Issuer"), designated as LTIP Units ("LTIP Units"), which LTIP Units are intended to qualify as profits interests for US federal income tax purposes. The LTIP Units are scheduled to vest on March 1, 2025, subject to the reporting person's continued service on the vesting date. The LTIP Units, if and as they become vested, are convertible, conditioned upon the satisfaction of minimum allocations to the capital accounts of the LTIP Units for federal income tax purposes, into Class A Common Units in Welltower OP ("OP Units"). The resulting OP Units may be exchanged by the reporting person for shares of common stock, par value $1.00 per share ("Common Shares") of the Issuer or the equivalent cash value of Common Shares, as determined by the Issuer. Read SEC document |
| March 01, 2024 Filed Mar 5, 2024 02:40 UTC |
LOPEZ DENNIS GDirector
|
GrantCommon Stock | 3,559 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-24-025282 · ownership.xml · nonDerivative · entry 1 LOPEZ DENNIS G · CIK 0001607083 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 13,248.57 F1 · date: These shares represent deferred stock units that were granted without cash consideration on March 1, 2024 under the Welltower Inc. 2022 Long-Term Incentive Plan. Each deferred stock unit will be settled in common stock upon vesting on March 1, 2025. F1 · shares: These shares represent deferred stock units that were granted without cash consideration on March 1, 2024 under the Welltower Inc. 2022 Long-Term Incentive Plan. Each deferred stock unit will be settled in common stock upon vesting on March 1, 2025. Read SEC document |
| March 01, 2024 Filed Mar 5, 2024 02:42 UTC |
Patton Ade J.Director
|
GrantCommon Stock | 2,157 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-24-025288 · ownership.xml · nonDerivative · entry 1 Patton Ade J. · CIK 0001864119 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 8,241 F1 · date: These shares represent deferred stock units that were granted without cash consideration on March 1, 2024 under the Welltower Inc. 2022 Long-Term Incentive Plan. Each deferred stock unit will be settled in common stock upon vesting on March 1, 2025. F1 · shares: These shares represent deferred stock units that were granted without cash consideration on March 1, 2024 under the Welltower Inc. 2022 Long-Term Incentive Plan. Each deferred stock unit will be settled in common stock upon vesting on March 1, 2025. Read SEC document |
| March 01, 2024 Filed Mar 5, 2024 02:44 UTC |
Reid DianaDirector
|
GrantCommon Stock | 2,157 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-24-025291 · ownership.xml · nonDerivative · entry 1 Reid Diana · CIK 0001818248 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 10,773 F1 · date: These shares represent deferred stock units that were granted without cash consideration on March 1, 2024 under the Welltower Inc. 2022 Long-Term Incentive Plan. Each deferred stock unit will be settled in common stock upon vesting on March 1, 2025. F1 · shares: These shares represent deferred stock units that were granted without cash consideration on March 1, 2024 under the Welltower Inc. 2022 Long-Term Incentive Plan. Each deferred stock unit will be settled in common stock upon vesting on March 1, 2025. Read SEC document |
| March 01, 2024 Filed Mar 5, 2024 02:47 UTC |
Rivera SergioDirector
|
GrantCommon Stock | 2,157 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-24-025298 · ownership.xml · nonDerivative · entry 1 Rivera Sergio · CIK 0001560718 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 24,121 F1 · date: These shares represent deferred stock units that were granted without cash consideration on March 1, 2024 under the Welltower Inc. 2022 Long-Term Incentive Plan. Each deferred stock unit will be settled in common stock upon vesting on March 1, 2025. F1 · shares: These shares represent deferred stock units that were granted without cash consideration on March 1, 2024 under the Welltower Inc. 2022 Long-Term Incentive Plan. Each deferred stock unit will be settled in common stock upon vesting on March 1, 2025. Read SEC document |
| March 01, 2024 Filed Mar 5, 2024 02:50 UTC |
Spisso JohneseDirector
|
GrantCommon Stock | 2,157 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-24-025308 · ownership.xml · nonDerivative · entry 1 Spisso Johnese · CIK 0001760632 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 13,567 F1 · date: These shares represent deferred stock units that were granted without cash consideration on March 1, 2024 under the Welltower Inc. 2022 Long-Term Incentive Plan. Each deferred stock unit will be settled in common stock upon vesting on March 1, 2025. F1 · shares: These shares represent deferred stock units that were granted without cash consideration on March 1, 2024 under the Welltower Inc. 2022 Long-Term Incentive Plan. Each deferred stock unit will be settled in common stock upon vesting on March 1, 2025. Read SEC document |
| March 01, 2024 Filed Mar 5, 2024 02:55 UTC |
SULLIVAN KATHRYN MDirector
|
GrantOther Stock Unit · Derivative | 2,777 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000950170-24-025313 · ownership.xml · derivative · entry 2 SULLIVAN KATHRYN M · CIK 0001272113 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,777 Underlying: Common · 2,777 shares Expires not disclosed F2 · derivative.exercise_price: Solely in order to reserve Common Shares to satisfy any exchange in respect of OP Units as contemplated herein that might occur in the future, the reporting person also received an award of Other Stock Units under the Welltower Inc. 2022 Long-Term Incentive Plan (the "2022 Plan"). The award of Other Stock Units provides the reporting person with the ability to acquire Common Shares under the 2022 Plan only through the exchange of OP Units for those shares and in no other manner. Upon the exchange of OP Units for Common Shares, the reporting person will relinquish all rights to the exchanged OP Units. Any Other Stock Units that may be remaining after all OP Units have been exchanged will be immediately canceled for no consideration. F2 · price: Solely in order to reserve Common Shares to satisfy any exchange in respect of OP Units as contemplated herein that might occur in the future, the reporting person also received an award of Other Stock Units under the Welltower Inc. 2022 Long-Term Incentive Plan (the "2022 Plan"). The award of Other Stock Units provides the reporting person with the ability to acquire Common Shares under the 2022 Plan only through the exchange of OP Units for those shares and in no other manner. Upon the exchange of OP Units for Common Shares, the reporting person will relinquish all rights to the exchanged OP Units. Any Other Stock Units that may be remaining after all OP Units have been exchanged will be immediately canceled for no consideration. F2 · derivative.exercise_date: Solely in order to reserve Common Shares to satisfy any exchange in respect of OP Units as contemplated herein that might occur in the future, the reporting person also received an award of Other Stock Units under the Welltower Inc. 2022 Long-Term Incentive Plan (the "2022 Plan"). The award of Other Stock Units provides the reporting person with the ability to acquire Common Shares under the 2022 Plan only through the exchange of OP Units for those shares and in no other manner. Upon the exchange of OP Units for Common Shares, the reporting person will relinquish all rights to the exchanged OP Units. Any Other Stock Units that may be remaining after all OP Units have been exchanged will be immediately canceled for no consideration. F2 · derivative.expiration_date: Solely in order to reserve Common Shares to satisfy any exchange in respect of OP Units as contemplated herein that might occur in the future, the reporting person also received an award of Other Stock Units under the Welltower Inc. 2022 Long-Term Incentive Plan (the "2022 Plan"). The award of Other Stock Units provides the reporting person with the ability to acquire Common Shares under the 2022 Plan only through the exchange of OP Units for those shares and in no other manner. Upon the exchange of OP Units for Common Shares, the reporting person will relinquish all rights to the exchanged OP Units. Any Other Stock Units that may be remaining after all OP Units have been exchanged will be immediately canceled for no consideration. Read SEC document |
| March 01, 2024 Filed Mar 5, 2024 02:55 UTC |
SULLIVAN KATHRYN MDirector
|
GrantLTIP Units · Derivative | 2,777 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000950170-24-025313 · ownership.xml · derivative · entry 1 SULLIVAN KATHRYN M · CIK 0001272113 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,777 Underlying: Common · 2,777 shares Expires not disclosed F1 · derivative.exercise_price: Represents an award, granted without cash consideration, of membership interests in Welltower OP LLC ("Welltower OP"), a subsidiary of Welltower Inc. (the "Issuer"), designated as LTIP Units ("LTIP Units"), which LTIP Units are intended to qualify as profits interests for US federal income tax purposes. The LTIP Units are scheduled to vest on March 1, 2025, subject to the reporting person's continued service on the vesting date. The LTIP Units, if and as they become vested, are convertible, conditioned upon the satisfaction of minimum allocations to the capital accounts of the LTIP Units for federal income tax purposes, into Class A Common Units in Welltower OP ("OP Units"). The resulting OP Units may be exchanged by the reporting person for shares of common stock, par value $1.00 per share ("Common Shares") of the Issuer or the equivalent cash value of Common Shares, as determined by the Issuer. F1 · price: Represents an award, granted without cash consideration, of membership interests in Welltower OP LLC ("Welltower OP"), a subsidiary of Welltower Inc. (the "Issuer"), designated as LTIP Units ("LTIP Units"), which LTIP Units are intended to qualify as profits interests for US federal income tax purposes. The LTIP Units are scheduled to vest on March 1, 2025, subject to the reporting person's continued service on the vesting date. The LTIP Units, if and as they become vested, are convertible, conditioned upon the satisfaction of minimum allocations to the capital accounts of the LTIP Units for federal income tax purposes, into Class A Common Units in Welltower OP ("OP Units"). The resulting OP Units may be exchanged by the reporting person for shares of common stock, par value $1.00 per share ("Common Shares") of the Issuer or the equivalent cash value of Common Shares, as determined by the Issuer. F1 · derivative.exercise_date: Represents an award, granted without cash consideration, of membership interests in Welltower OP LLC ("Welltower OP"), a subsidiary of Welltower Inc. (the "Issuer"), designated as LTIP Units ("LTIP Units"), which LTIP Units are intended to qualify as profits interests for US federal income tax purposes. The LTIP Units are scheduled to vest on March 1, 2025, subject to the reporting person's continued service on the vesting date. The LTIP Units, if and as they become vested, are convertible, conditioned upon the satisfaction of minimum allocations to the capital accounts of the LTIP Units for federal income tax purposes, into Class A Common Units in Welltower OP ("OP Units"). The resulting OP Units may be exchanged by the reporting person for shares of common stock, par value $1.00 per share ("Common Shares") of the Issuer or the equivalent cash value of Common Shares, as determined by the Issuer. F1 · derivative.expiration_date: Represents an award, granted without cash consideration, of membership interests in Welltower OP LLC ("Welltower OP"), a subsidiary of Welltower Inc. (the "Issuer"), designated as LTIP Units ("LTIP Units"), which LTIP Units are intended to qualify as profits interests for US federal income tax purposes. The LTIP Units are scheduled to vest on March 1, 2025, subject to the reporting person's continued service on the vesting date. The LTIP Units, if and as they become vested, are convertible, conditioned upon the satisfaction of minimum allocations to the capital accounts of the LTIP Units for federal income tax purposes, into Class A Common Units in Welltower OP ("OP Units"). The resulting OP Units may be exchanged by the reporting person for shares of common stock, par value $1.00 per share ("Common Shares") of the Issuer or the equivalent cash value of Common Shares, as determined by the Issuer. Read SEC document |
| February 15, 2024 Filed Feb 15, 2024 22:19 UTC |
Mcqueen Matthew GrantEVP, Gen.Counsel & Secretary
|
GiftCommon Stock | 304 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-24-016015 · ownership.xml · nonDerivative · entry 1 Mcqueen Matthew Grant · CIK 0001698645 · EVP, Gen.Counsel & Secretary 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 27,653 Read SEC document |
| February 13, 2024 Filed Feb 15, 2024 22:04 UTC |
Mitra ShankhDirector · CEO & Director
|
GrantOther Stock Units · Derivative | 123,126 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000950170-24-015987 · ownership.xml · derivative · entry 2 Mitra Shankh · CIK 0001698445 · Director · CEO & Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 123,126 Underlying: Common · 123,126 shares Expires not disclosed F3 · derivative.exercise_price: Solely in order to reserve Common Shares to satisfy any exchange in respect of OP Units as contemplated herein that might occur in the future, the reporting person also received an award of Other Stock Units under the Welltower Inc. 2022 Long-Term Incentive Plan (the "2022 Plan"). The award of Other Stock Units provides the reporting person with the ability to acquire Common Shares under the 2022 Plan only through the exchange of OP Units for those shares and in no other manner. Upon the exchange of OP Units for Common Shares, the reporting person will relinquish all rights to the exchanged OP Units. Any Other Stock Units that may be remaining after all OP Units have been exchanged will be immediately canceled for no consideration. F3 · price: Solely in order to reserve Common Shares to satisfy any exchange in respect of OP Units as contemplated herein that might occur in the future, the reporting person also received an award of Other Stock Units under the Welltower Inc. 2022 Long-Term Incentive Plan (the "2022 Plan"). The award of Other Stock Units provides the reporting person with the ability to acquire Common Shares under the 2022 Plan only through the exchange of OP Units for those shares and in no other manner. Upon the exchange of OP Units for Common Shares, the reporting person will relinquish all rights to the exchanged OP Units. Any Other Stock Units that may be remaining after all OP Units have been exchanged will be immediately canceled for no consideration. F3 · derivative.exercise_date: Solely in order to reserve Common Shares to satisfy any exchange in respect of OP Units as contemplated herein that might occur in the future, the reporting person also received an award of Other Stock Units under the Welltower Inc. 2022 Long-Term Incentive Plan (the "2022 Plan"). The award of Other Stock Units provides the reporting person with the ability to acquire Common Shares under the 2022 Plan only through the exchange of OP Units for those shares and in no other manner. Upon the exchange of OP Units for Common Shares, the reporting person will relinquish all rights to the exchanged OP Units. Any Other Stock Units that may be remaining after all OP Units have been exchanged will be immediately canceled for no consideration. F3 · derivative.expiration_date: Solely in order to reserve Common Shares to satisfy any exchange in respect of OP Units as contemplated herein that might occur in the future, the reporting person also received an award of Other Stock Units under the Welltower Inc. 2022 Long-Term Incentive Plan (the "2022 Plan"). The award of Other Stock Units provides the reporting person with the ability to acquire Common Shares under the 2022 Plan only through the exchange of OP Units for those shares and in no other manner. Upon the exchange of OP Units for Common Shares, the reporting person will relinquish all rights to the exchanged OP Units. Any Other Stock Units that may be remaining after all OP Units have been exchanged will be immediately canceled for no consideration. Read SEC document |
| February 13, 2024 Filed Feb 15, 2024 22:04 UTC |
Mitra ShankhDirector · CEO & Director
|
GrantLTIP Units · Derivative | 123,126 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000950170-24-015987 · ownership.xml · derivative · entry 1 Mitra Shankh · CIK 0001698445 · Director · CEO & Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 123,126 Underlying: Common · 123,126 shares Expires not disclosed F1 · derivative.exercise_price: These membership interests in Welltower OP LLC ("Welltower OP") designated as LTIP Units ("LTIP Units") were originally granted without cash consideration to the reporting person on February 16, 2021 in the form of performance-based restricted stock units ("PSUs") of Welltower Inc. (the "Issuer"). On January 3, 2023, at the election of the reporting person, the PSUs were converted into LTIP Units. LTIP Units are intended to qualify as profits interests for US federal income tax purposes and, once both (1) vested and (2) possessing a per unit capital account balance equal to a Class A Common Unit of Welltower OP ("OP Unit"), are convertible into OP Units, which OP Units may be exchanged by the reporting person for shares of common stock, par value $1.00 per share ("Common Shares") of the Issuer or the equivalent cash value of Common Shares, as determined by the Issuer. F2 · price: The reported transaction was (i) vesting of 123,126 LTIP Units on February 13, 2024, which were converted into the same number of OP Units since the per unit capital account balance of each LTIP Unit was already equal to that of an OP Unit and (ii) vesting of an equal amount of Other Stock Units previously granted in tandem with the LTIP Units intended solely to satisfy any future exchange in respect of OP Units into which the LTIP Units converted (as described further in footnote 4 hereto). No amount was payable in connection with the vesting of the LTIP Units or the Other Stock Units or the conversion of the LTIP Units into OP Units. F1 · derivative.exercise_date: These membership interests in Welltower OP LLC ("Welltower OP") designated as LTIP Units ("LTIP Units") were originally granted without cash consideration to the reporting person on February 16, 2021 in the form of performance-based restricted stock units ("PSUs") of Welltower Inc. (the "Issuer"). On January 3, 2023, at the election of the reporting person, the PSUs were converted into LTIP Units. LTIP Units are intended to qualify as profits interests for US federal income tax purposes and, once both (1) vested and (2) possessing a per unit capital account balance equal to a Class A Common Unit of Welltower OP ("OP Unit"), are convertible into OP Units, which OP Units may be exchanged by the reporting person for shares of common stock, par value $1.00 per share ("Common Shares") of the Issuer or the equivalent cash value of Common Shares, as determined by the Issuer. F1 · derivative.expiration_date: These membership interests in Welltower OP LLC ("Welltower OP") designated as LTIP Units ("LTIP Units") were originally granted without cash consideration to the reporting person on February 16, 2021 in the form of performance-based restricted stock units ("PSUs") of Welltower Inc. (the "Issuer"). On January 3, 2023, at the election of the reporting person, the PSUs were converted into LTIP Units. LTIP Units are intended to qualify as profits interests for US federal income tax purposes and, once both (1) vested and (2) possessing a per unit capital account balance equal to a Class A Common Unit of Welltower OP ("OP Unit"), are convertible into OP Units, which OP Units may be exchanged by the reporting person for shares of common stock, par value $1.00 per share ("Common Shares") of the Issuer or the equivalent cash value of Common Shares, as determined by the Issuer. F2 · derivative.underlying_shares: The reported transaction was (i) vesting of 123,126 LTIP Units on February 13, 2024, which were converted into the same number of OP Units since the per unit capital account balance of each LTIP Unit was already equal to that of an OP Unit and (ii) vesting of an equal amount of Other Stock Units previously granted in tandem with the LTIP Units intended solely to satisfy any future exchange in respect of OP Units into which the LTIP Units converted (as described further in footnote 4 hereto). No amount was payable in connection with the vesting of the LTIP Units or the Other Stock Units or the conversion of the LTIP Units into OP Units. Read SEC document |
| February 13, 2024 Filed Feb 15, 2024 22:12 UTC |
Burkart John F.EVP-Chief Operating Officer
|
GrantOther Stock Units · Derivative | 10,172 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000950170-24-016000 · ownership.xml · derivative · entry 2 Burkart John F. · CIK 0001492460 · EVP-Chief Operating Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 10,172 Underlying: Common · 10,172 shares Expires not disclosed F3 · derivative.exercise_price: Solely in order to reserve Common Shares to satisfy any exchange in respect of OP Units as contemplated herein that might occur in the future, the reporting person also received an award of Other Stock Units under the Welltower Inc. 2022 Long-Term Incentive Plan (the "2022 Plan"). The award of Other Stock Units provides the reporting person with the ability to acquire Common Shares under the 2022 Plan only through the exchange of OP Units for those shares and in no other manner. Upon the exchange of OP Units for Common Shares, the reporting person will relinquish all rights to the exchanged OP Units. Any Other Stock Units that may be remaining after all OP Units have been exchanged will be immediately canceled for no consideration. F3 · price: Solely in order to reserve Common Shares to satisfy any exchange in respect of OP Units as contemplated herein that might occur in the future, the reporting person also received an award of Other Stock Units under the Welltower Inc. 2022 Long-Term Incentive Plan (the "2022 Plan"). The award of Other Stock Units provides the reporting person with the ability to acquire Common Shares under the 2022 Plan only through the exchange of OP Units for those shares and in no other manner. Upon the exchange of OP Units for Common Shares, the reporting person will relinquish all rights to the exchanged OP Units. Any Other Stock Units that may be remaining after all OP Units have been exchanged will be immediately canceled for no consideration. F3 · derivative.exercise_date: Solely in order to reserve Common Shares to satisfy any exchange in respect of OP Units as contemplated herein that might occur in the future, the reporting person also received an award of Other Stock Units under the Welltower Inc. 2022 Long-Term Incentive Plan (the "2022 Plan"). The award of Other Stock Units provides the reporting person with the ability to acquire Common Shares under the 2022 Plan only through the exchange of OP Units for those shares and in no other manner. Upon the exchange of OP Units for Common Shares, the reporting person will relinquish all rights to the exchanged OP Units. Any Other Stock Units that may be remaining after all OP Units have been exchanged will be immediately canceled for no consideration. F3 · derivative.expiration_date: Solely in order to reserve Common Shares to satisfy any exchange in respect of OP Units as contemplated herein that might occur in the future, the reporting person also received an award of Other Stock Units under the Welltower Inc. 2022 Long-Term Incentive Plan (the "2022 Plan"). The award of Other Stock Units provides the reporting person with the ability to acquire Common Shares under the 2022 Plan only through the exchange of OP Units for those shares and in no other manner. Upon the exchange of OP Units for Common Shares, the reporting person will relinquish all rights to the exchanged OP Units. Any Other Stock Units that may be remaining after all OP Units have been exchanged will be immediately canceled for no consideration. Read SEC document |
| February 13, 2024 Filed Feb 15, 2024 22:12 UTC |
Burkart John F.EVP-Chief Operating Officer
|
GrantLTIP Units · Derivative | 10,172 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000950170-24-016000 · ownership.xml · derivative · entry 1 Burkart John F. · CIK 0001492460 · EVP-Chief Operating Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 10,172 Underlying: Common · 10,172 shares Expires not disclosed F1 · derivative.exercise_price: These membership interests in Welltower OP LLC ("Welltower OP") designated as LTIP Units ("LTIP Units") were originally granted without cash consideration to the reporting person on July 19, 2021 in the form of performance-based restricted stock units ("PSUs") of Welltower Inc. (the "Issuer"). On January 3, 2023, at the election of the reporting person, the PSUs were converted into LTIP Units. LTIP Units are intended to qualify as profits interests for US federal income tax purposes and, once both (1) vested and (2) possessing a per unit capital account balance equal to a Class A Common Unit of Welltower OP ("OP Unit"), are convertible into OP Units, which OP Units may be exchanged by the reporting person for shares of common stock, par value $1.00 per share ("Common Shares") of the Issuer or the equivalent cash value of Common Shares, as determined by the Issuer. F2 · price: The reported transaction was (i) vesting of 10,172 LTIP Units on February 13, 2024, which were converted into the same number of OP Units since the per unit capital account balance of each LTIP Unit was already equal to that of an OP Unit and (ii) vesting of an equal amount of Other Stock Units previously granted in tandem with the LTIP Units intended solely to satisfy any future exchange in respect of OP Units into which the LTIP Units converted (as described further in footnote 4 hereto). No amount was payable in connection with the vesting of the LTIP Units or the Other Stock Units or the conversion of the LTIP Units into OP Units. F1 · derivative.exercise_date: These membership interests in Welltower OP LLC ("Welltower OP") designated as LTIP Units ("LTIP Units") were originally granted without cash consideration to the reporting person on July 19, 2021 in the form of performance-based restricted stock units ("PSUs") of Welltower Inc. (the "Issuer"). On January 3, 2023, at the election of the reporting person, the PSUs were converted into LTIP Units. LTIP Units are intended to qualify as profits interests for US federal income tax purposes and, once both (1) vested and (2) possessing a per unit capital account balance equal to a Class A Common Unit of Welltower OP ("OP Unit"), are convertible into OP Units, which OP Units may be exchanged by the reporting person for shares of common stock, par value $1.00 per share ("Common Shares") of the Issuer or the equivalent cash value of Common Shares, as determined by the Issuer. F1 · derivative.expiration_date: These membership interests in Welltower OP LLC ("Welltower OP") designated as LTIP Units ("LTIP Units") were originally granted without cash consideration to the reporting person on July 19, 2021 in the form of performance-based restricted stock units ("PSUs") of Welltower Inc. (the "Issuer"). On January 3, 2023, at the election of the reporting person, the PSUs were converted into LTIP Units. LTIP Units are intended to qualify as profits interests for US federal income tax purposes and, once both (1) vested and (2) possessing a per unit capital account balance equal to a Class A Common Unit of Welltower OP ("OP Unit"), are convertible into OP Units, which OP Units may be exchanged by the reporting person for shares of common stock, par value $1.00 per share ("Common Shares") of the Issuer or the equivalent cash value of Common Shares, as determined by the Issuer. F2 · derivative.underlying_shares: The reported transaction was (i) vesting of 10,172 LTIP Units on February 13, 2024, which were converted into the same number of OP Units since the per unit capital account balance of each LTIP Unit was already equal to that of an OP Unit and (ii) vesting of an equal amount of Other Stock Units previously granted in tandem with the LTIP Units intended solely to satisfy any future exchange in respect of OP Units into which the LTIP Units converted (as described further in footnote 4 hereto). No amount was payable in connection with the vesting of the LTIP Units or the Other Stock Units or the conversion of the LTIP Units into OP Units. Read SEC document |
| February 13, 2024 Filed Feb 15, 2024 22:16 UTC |
McHugh TimothyEVP - Chief Financial Officer
|
GrantOther Stock Units · Derivative | 49,253 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000950170-24-016009 · ownership.xml · derivative · entry 2 McHugh Timothy · CIK 0001786887 · EVP - Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 49,253 Underlying: Common · 49,253 shares Expires not disclosed F3 · derivative.exercise_price: Solely in order to reserve Common Shares to satisfy any exchange in respect of OP Units as contemplated herein that might occur in the future, the reporting person also received an award of Other Stock Units under the Welltower Inc. 2022 Long-Term Incentive Plan (the "2022 Plan"). The award of Other Stock Units provides the reporting person with the ability to acquire Common Shares under the 2022 Plan only through the exchange of OP Units for those shares and in no other manner. Upon the exchange of OP Units for Common Shares, the reporting person will relinquish all rights to the exchanged OP Units. Any Other Stock Units that may be remaining after all OP Units have been exchanged will be immediately canceled for no consideration. F3 · price: Solely in order to reserve Common Shares to satisfy any exchange in respect of OP Units as contemplated herein that might occur in the future, the reporting person also received an award of Other Stock Units under the Welltower Inc. 2022 Long-Term Incentive Plan (the "2022 Plan"). The award of Other Stock Units provides the reporting person with the ability to acquire Common Shares under the 2022 Plan only through the exchange of OP Units for those shares and in no other manner. Upon the exchange of OP Units for Common Shares, the reporting person will relinquish all rights to the exchanged OP Units. Any Other Stock Units that may be remaining after all OP Units have been exchanged will be immediately canceled for no consideration. F3 · derivative.exercise_date: Solely in order to reserve Common Shares to satisfy any exchange in respect of OP Units as contemplated herein that might occur in the future, the reporting person also received an award of Other Stock Units under the Welltower Inc. 2022 Long-Term Incentive Plan (the "2022 Plan"). The award of Other Stock Units provides the reporting person with the ability to acquire Common Shares under the 2022 Plan only through the exchange of OP Units for those shares and in no other manner. Upon the exchange of OP Units for Common Shares, the reporting person will relinquish all rights to the exchanged OP Units. Any Other Stock Units that may be remaining after all OP Units have been exchanged will be immediately canceled for no consideration. F3 · derivative.expiration_date: Solely in order to reserve Common Shares to satisfy any exchange in respect of OP Units as contemplated herein that might occur in the future, the reporting person also received an award of Other Stock Units under the Welltower Inc. 2022 Long-Term Incentive Plan (the "2022 Plan"). The award of Other Stock Units provides the reporting person with the ability to acquire Common Shares under the 2022 Plan only through the exchange of OP Units for those shares and in no other manner. Upon the exchange of OP Units for Common Shares, the reporting person will relinquish all rights to the exchanged OP Units. Any Other Stock Units that may be remaining after all OP Units have been exchanged will be immediately canceled for no consideration. Read SEC document |
| February 13, 2024 Filed Feb 15, 2024 22:16 UTC |
McHugh TimothyEVP - Chief Financial Officer
|
GrantLTIP Units · Derivative | 49,253 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000950170-24-016009 · ownership.xml · derivative · entry 1 McHugh Timothy · CIK 0001786887 · EVP - Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 49,253 Underlying: Common · 49,253 shares Expires not disclosed F1 · derivative.exercise_price: These membership interests in Welltower OP LLC ("Welltower OP") designated as LTIP Units ("LTIP Units") were originally granted without cash consideration to the reporting person on February 16, 2021 in the form of performance-based restricted stock units ("PSUs") of Welltower Inc. (the "Issuer"). On January 3, 2023, at the election of the reporting person, the PSUs were converted into LTIP Units. LTIP Units are intended to qualify as profits interests for US federal income tax purposes and, once both (1) vested and (2) possessing a per unit capital account balance equal to a Class A Common Unit of Welltower OP ("OP Unit"), are convertible into OP Units, which OP Units may be exchanged by the reporting person for shares of common stock, par value $1.00 per share ("Common Shares") of the Issuer or the equivalent cash value of Common Shares, as determined by the Issuer. F2 · price: The reported transaction was (i) vesting of 49,253 LTIP Units on February 13, 2024, which were converted into the same number of OP Units since the per unit capital account balance of each LTIP Unit was already equal to that of an OP Unit and (ii) vesting of an equal amount of Other Stock Units previously granted in tandem with the LTIP Units intended solely to satisfy any future exchange in respect of OP Units into which the LTIP Units converted (as described further in footnote 4 hereto). No amount was payable in connection with the vesting of the LTIP Units or the Other Stock Units or the conversion of the LTIP Units into OP Units. F1 · derivative.exercise_date: These membership interests in Welltower OP LLC ("Welltower OP") designated as LTIP Units ("LTIP Units") were originally granted without cash consideration to the reporting person on February 16, 2021 in the form of performance-based restricted stock units ("PSUs") of Welltower Inc. (the "Issuer"). On January 3, 2023, at the election of the reporting person, the PSUs were converted into LTIP Units. LTIP Units are intended to qualify as profits interests for US federal income tax purposes and, once both (1) vested and (2) possessing a per unit capital account balance equal to a Class A Common Unit of Welltower OP ("OP Unit"), are convertible into OP Units, which OP Units may be exchanged by the reporting person for shares of common stock, par value $1.00 per share ("Common Shares") of the Issuer or the equivalent cash value of Common Shares, as determined by the Issuer. F1 · derivative.expiration_date: These membership interests in Welltower OP LLC ("Welltower OP") designated as LTIP Units ("LTIP Units") were originally granted without cash consideration to the reporting person on February 16, 2021 in the form of performance-based restricted stock units ("PSUs") of Welltower Inc. (the "Issuer"). On January 3, 2023, at the election of the reporting person, the PSUs were converted into LTIP Units. LTIP Units are intended to qualify as profits interests for US federal income tax purposes and, once both (1) vested and (2) possessing a per unit capital account balance equal to a Class A Common Unit of Welltower OP ("OP Unit"), are convertible into OP Units, which OP Units may be exchanged by the reporting person for shares of common stock, par value $1.00 per share ("Common Shares") of the Issuer or the equivalent cash value of Common Shares, as determined by the Issuer. F2 · derivative.underlying_shares: The reported transaction was (i) vesting of 49,253 LTIP Units on February 13, 2024, which were converted into the same number of OP Units since the per unit capital account balance of each LTIP Unit was already equal to that of an OP Unit and (ii) vesting of an equal amount of Other Stock Units previously granted in tandem with the LTIP Units intended solely to satisfy any future exchange in respect of OP Units into which the LTIP Units converted (as described further in footnote 4 hereto). No amount was payable in connection with the vesting of the LTIP Units or the Other Stock Units or the conversion of the LTIP Units into OP Units. Read SEC document |
| February 13, 2024 Filed Feb 15, 2024 22:19 UTC |
Mcqueen Matthew GrantEVP, Gen.Counsel & Secretary
|
GrantOther Stock Units · Derivative | 16,419 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000950170-24-016015 · ownership.xml · derivative · entry 3 Mcqueen Matthew Grant · CIK 0001698645 · EVP, Gen.Counsel & Secretary 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 16,419 Underlying: Common · 16,419 shares Expires not disclosed F3 · derivative.exercise_price: Solely in order to reserve Common Shares to satisfy any exchange in respect of OP Units as contemplated herein that might occur in the future, the reporting person also received an award of Other Stock Units under the Welltower Inc. 2022 Long-Term Incentive Plan (the "2022 Plan"). The award of Other Stock Units provides the reporting person with the ability to acquire Common Shares under the 2022 Plan only through the exchange of OP Units for those shares and in no other manner. Upon the exchange of OP Units for Common Shares, the reporting person will relinquish all rights to the exchanged OP Units. Any Other Stock Units that may be remaining after all OP Units have been exchanged will be immediately canceled for no consideration. F3 · price: Solely in order to reserve Common Shares to satisfy any exchange in respect of OP Units as contemplated herein that might occur in the future, the reporting person also received an award of Other Stock Units under the Welltower Inc. 2022 Long-Term Incentive Plan (the "2022 Plan"). The award of Other Stock Units provides the reporting person with the ability to acquire Common Shares under the 2022 Plan only through the exchange of OP Units for those shares and in no other manner. Upon the exchange of OP Units for Common Shares, the reporting person will relinquish all rights to the exchanged OP Units. Any Other Stock Units that may be remaining after all OP Units have been exchanged will be immediately canceled for no consideration. F3 · derivative.exercise_date: Solely in order to reserve Common Shares to satisfy any exchange in respect of OP Units as contemplated herein that might occur in the future, the reporting person also received an award of Other Stock Units under the Welltower Inc. 2022 Long-Term Incentive Plan (the "2022 Plan"). The award of Other Stock Units provides the reporting person with the ability to acquire Common Shares under the 2022 Plan only through the exchange of OP Units for those shares and in no other manner. Upon the exchange of OP Units for Common Shares, the reporting person will relinquish all rights to the exchanged OP Units. Any Other Stock Units that may be remaining after all OP Units have been exchanged will be immediately canceled for no consideration. F3 · derivative.expiration_date: Solely in order to reserve Common Shares to satisfy any exchange in respect of OP Units as contemplated herein that might occur in the future, the reporting person also received an award of Other Stock Units under the Welltower Inc. 2022 Long-Term Incentive Plan (the "2022 Plan"). The award of Other Stock Units provides the reporting person with the ability to acquire Common Shares under the 2022 Plan only through the exchange of OP Units for those shares and in no other manner. Upon the exchange of OP Units for Common Shares, the reporting person will relinquish all rights to the exchanged OP Units. Any Other Stock Units that may be remaining after all OP Units have been exchanged will be immediately canceled for no consideration. Read SEC document |
| February 13, 2024 Filed Feb 15, 2024 22:19 UTC |
Mcqueen Matthew GrantEVP, Gen.Counsel & Secretary
|
GrantLTIP Units · Derivative | 16,419 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000950170-24-016015 · ownership.xml · derivative · entry 2 Mcqueen Matthew Grant · CIK 0001698645 · EVP, Gen.Counsel & Secretary 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 16,419 Underlying: Common · 16,419 shares Expires not disclosed F1 · derivative.exercise_price: These membership interests in Welltower OP LLC ("Welltower OP") designated as LTIP Units ("LTIP Units") were originally granted without cash consideration to the reporting person on February 16, 2021 in the form of performance-based restricted stock units ("PSUs") of Welltower Inc. (the "Issuer"). On January 3, 2023, at the election of the reporting person, the PSUs were converted into LTIP Units. LTIP Units are intended to qualify as profits interests for US federal income tax purposes and, once both (1) vested and (2) possessing a per unit capital account balance equal to a Class A Common Unit of Welltower OP ("OP Unit"), are convertible into OP Units, which OP Units may be exchanged by the reporting person for shares of common stock, par value $1.00 per share ("Common Shares") of the Issuer or the equivalent cash value of Common Shares, as determined by the Issuer. F2 · price: The reported transaction was (i) vesting of 16,419 LTIP Units on February 13, 2024, which were converted into the same number of OP Units since the per unit capital account balance of each LTIP Unit was already equal to that of an OP Unit and (ii) vesting of an equal amount of Other Stock Units previously granted in tandem with the LTIP Units intended solely to satisfy any future exchange in respect of OP Units into which the LTIP Units converted (as described further in footnote 4 hereto). No amount was payable in connection with the vesting of the LTIP Units or the Other Stock Units or the conversion of the LTIP Units into OP Units. F1 · derivative.exercise_date: These membership interests in Welltower OP LLC ("Welltower OP") designated as LTIP Units ("LTIP Units") were originally granted without cash consideration to the reporting person on February 16, 2021 in the form of performance-based restricted stock units ("PSUs") of Welltower Inc. (the "Issuer"). On January 3, 2023, at the election of the reporting person, the PSUs were converted into LTIP Units. LTIP Units are intended to qualify as profits interests for US federal income tax purposes and, once both (1) vested and (2) possessing a per unit capital account balance equal to a Class A Common Unit of Welltower OP ("OP Unit"), are convertible into OP Units, which OP Units may be exchanged by the reporting person for shares of common stock, par value $1.00 per share ("Common Shares") of the Issuer or the equivalent cash value of Common Shares, as determined by the Issuer. F1 · derivative.expiration_date: These membership interests in Welltower OP LLC ("Welltower OP") designated as LTIP Units ("LTIP Units") were originally granted without cash consideration to the reporting person on February 16, 2021 in the form of performance-based restricted stock units ("PSUs") of Welltower Inc. (the "Issuer"). On January 3, 2023, at the election of the reporting person, the PSUs were converted into LTIP Units. LTIP Units are intended to qualify as profits interests for US federal income tax purposes and, once both (1) vested and (2) possessing a per unit capital account balance equal to a Class A Common Unit of Welltower OP ("OP Unit"), are convertible into OP Units, which OP Units may be exchanged by the reporting person for shares of common stock, par value $1.00 per share ("Common Shares") of the Issuer or the equivalent cash value of Common Shares, as determined by the Issuer. F2 · derivative.underlying_shares: The reported transaction was (i) vesting of 16,419 LTIP Units on February 13, 2024, which were converted into the same number of OP Units since the per unit capital account balance of each LTIP Unit was already equal to that of an OP Unit and (ii) vesting of an equal amount of Other Stock Units previously granted in tandem with the LTIP Units intended solely to satisfy any future exchange in respect of OP Units into which the LTIP Units converted (as described further in footnote 4 hereto). No amount was payable in connection with the vesting of the LTIP Units or the Other Stock Units or the conversion of the LTIP Units into OP Units. Read SEC document |
| February 13, 2024 Filed Feb 15, 2024 22:24 UTC |
Fieweger JoshuaSVP, Chief Accounting Officer
|
Exercise / conversionRestricted Stock Units · Derivative | 6,569 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0000950170-24-016021 · ownership.xml · derivative · entry 3 Fieweger Joshua · CIK 0001734865 · SVP, Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 6,569 shares Expires 2024-02-13 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 performance-based restricted stock units were granted without cash consideration on February 16, 2021, under the Welltower Inc. 2022 Long-Term Incentive Plan. Each performance-based restricted stock unit represents a right to receive one share of common stock of Welltower Inc. at the time of vesting of the unit. The performance-based restricted stock units vested on February 13, 2024. F2 · derivative.exercise_date: These performance-based restricted stock units were granted without cash consideration on February 16, 2021, under the Welltower Inc. 2022 Long-Term Incentive Plan. Each performance-based restricted stock unit represents a right to receive one share of common stock of Welltower Inc. at the time of vesting of the unit. The performance-based restricted stock units vested on February 13, 2024. F2 · derivative.expiration_date: These performance-based restricted stock units were granted without cash consideration on February 16, 2021, under the Welltower Inc. 2022 Long-Term Incentive Plan. Each performance-based restricted stock unit represents a right to receive one share of common stock of Welltower Inc. at the time of vesting of the unit. The performance-based restricted stock units vested on February 13, 2024. F3 · derivative.underlying_shares: The reported transaction was a vesting of 6,569 performance-based restricted stock units on February 13, 2024, resulting in the issuance of 6,569 shares of common stock. No amount was payable in connection with the vesting or the common stock issuance. F2 · balance_after: These performance-based restricted stock units were granted without cash consideration on February 16, 2021, under the Welltower Inc. 2022 Long-Term Incentive Plan. Each performance-based restricted stock unit represents a right to receive one share of common stock of Welltower Inc. at the time of vesting of the unit. The performance-based restricted stock units vested on February 13, 2024. Read SEC document |
| February 13, 2024 Filed Feb 15, 2024 22:24 UTC |
Fieweger JoshuaSVP, Chief Accounting Officer
|
Tax withholdingCommon Stock | 2,030 | $87.27 | $177,158.10 |
DisclosureSEC source: 0000950170-24-016021 · ownership.xml · nonDerivative · entry 2 Fieweger Joshua · CIK 0001734865 · SVP, Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 15,716 F1 · shares: Shares withheld upon vesting to satisfy tax withholding obligation. Read SEC document |
| February 13, 2024 Filed Feb 15, 2024 22:24 UTC |
Fieweger JoshuaSVP, Chief Accounting Officer
|
Exercise / conversionCommon Stock | 6,569 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-24-016021 · ownership.xml · nonDerivative · entry 1 Fieweger Joshua · CIK 0001734865 · SVP, Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 17,746 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 |
| January 24, 2024 Filed Jan 25, 2024 21:40 UTC |
Mitra ShankhDirector · CEO & Director
|
GrantOther Stock Units · Derivative | 30,195 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000950170-24-007445 · ownership.xml · derivative · entry 2 Mitra Shankh · CIK 0001698445 · Director · CEO & Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 30,195 Underlying: Common · 30,195 shares Expires not disclosed F2 · derivative.exercise_price: Solely in order to reserve Common Shares to satisfy any exchange in respect of OP Units as contemplated herein that might occur in the future, the reporting person also received an award of Other Stock Units under the Welltower Inc. 2022 Long-Term Incentive Plan (the "2022 Plan"). The award of Other Stock Units provides the reporting person with the ability to acquire Common Shares under the 2022 Plan only through the exchange of OP Units for those shares and in no other manner. Upon the exchange of OP Units for Common Shares, the reporting person will relinquish all rights to the exchanged OP Units. Any Other Stock Units that may be remaining after all OP Units have been exchanged will be immediately canceled for no consideration. F2 · price: Solely in order to reserve Common Shares to satisfy any exchange in respect of OP Units as contemplated herein that might occur in the future, the reporting person also received an award of Other Stock Units under the Welltower Inc. 2022 Long-Term Incentive Plan (the "2022 Plan"). The award of Other Stock Units provides the reporting person with the ability to acquire Common Shares under the 2022 Plan only through the exchange of OP Units for those shares and in no other manner. Upon the exchange of OP Units for Common Shares, the reporting person will relinquish all rights to the exchanged OP Units. Any Other Stock Units that may be remaining after all OP Units have been exchanged will be immediately canceled for no consideration. F2 · derivative.exercise_date: Solely in order to reserve Common Shares to satisfy any exchange in respect of OP Units as contemplated herein that might occur in the future, the reporting person also received an award of Other Stock Units under the Welltower Inc. 2022 Long-Term Incentive Plan (the "2022 Plan"). The award of Other Stock Units provides the reporting person with the ability to acquire Common Shares under the 2022 Plan only through the exchange of OP Units for those shares and in no other manner. Upon the exchange of OP Units for Common Shares, the reporting person will relinquish all rights to the exchanged OP Units. Any Other Stock Units that may be remaining after all OP Units have been exchanged will be immediately canceled for no consideration. F2 · derivative.expiration_date: Solely in order to reserve Common Shares to satisfy any exchange in respect of OP Units as contemplated herein that might occur in the future, the reporting person also received an award of Other Stock Units under the Welltower Inc. 2022 Long-Term Incentive Plan (the "2022 Plan"). The award of Other Stock Units provides the reporting person with the ability to acquire Common Shares under the 2022 Plan only through the exchange of OP Units for those shares and in no other manner. Upon the exchange of OP Units for Common Shares, the reporting person will relinquish all rights to the exchanged OP Units. Any Other Stock Units that may be remaining after all OP Units have been exchanged will be immediately canceled for no consideration. Read SEC document |
| January 24, 2024 Filed Jan 25, 2024 21:40 UTC |
Mitra ShankhDirector · CEO & Director
|
GrantLTIP Units · Derivative | 30,195 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000950170-24-007445 · ownership.xml · derivative · entry 1 Mitra Shankh · CIK 0001698445 · Director · CEO & Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 30,195 Underlying: Common · 30,195 shares Expires not disclosed F1 · derivative.exercise_price: Represents an award, granted without cash consideration, of membership interests in Welltower OP LLC ("Welltower OP"), a subsidiary of Welltower Inc. (the "Issuer"), designated as LTIP Units ("LTIP Units"), which LTIP Units are intended to qualify as profits interests for US federal income tax purposes. The LTIP Units are scheduled to vest in four equal installments on Jan. 15, 2025, Jan. 15, 2026, Jan. 15, 2027 and Jan. 15, 2028, subject to the reporting person's continued employment on each applicable vesting date. The LTIP Units, if and as they become vested, are convertible, conditioned upon the satisfaction of minimum allocations to the capital accounts of the LTIP Units for federal income tax purposes, into Class A Common Units in Welltower OP ("OP Units"). The resulting OP Units may be exchanged by the reporting person for shares of common stock, par value $1.00 per share ("Common Shares") of the Issuer or the equivalent cash value of Common Shares, as determined by the Issuer. F1 · price: Represents an award, granted without cash consideration, of membership interests in Welltower OP LLC ("Welltower OP"), a subsidiary of Welltower Inc. (the "Issuer"), designated as LTIP Units ("LTIP Units"), which LTIP Units are intended to qualify as profits interests for US federal income tax purposes. The LTIP Units are scheduled to vest in four equal installments on Jan. 15, 2025, Jan. 15, 2026, Jan. 15, 2027 and Jan. 15, 2028, subject to the reporting person's continued employment on each applicable vesting date. The LTIP Units, if and as they become vested, are convertible, conditioned upon the satisfaction of minimum allocations to the capital accounts of the LTIP Units for federal income tax purposes, into Class A Common Units in Welltower OP ("OP Units"). The resulting OP Units may be exchanged by the reporting person for shares of common stock, par value $1.00 per share ("Common Shares") of the Issuer or the equivalent cash value of Common Shares, as determined by the Issuer. F1 · derivative.exercise_date: Represents an award, granted without cash consideration, of membership interests in Welltower OP LLC ("Welltower OP"), a subsidiary of Welltower Inc. (the "Issuer"), designated as LTIP Units ("LTIP Units"), which LTIP Units are intended to qualify as profits interests for US federal income tax purposes. The LTIP Units are scheduled to vest in four equal installments on Jan. 15, 2025, Jan. 15, 2026, Jan. 15, 2027 and Jan. 15, 2028, subject to the reporting person's continued employment on each applicable vesting date. The LTIP Units, if and as they become vested, are convertible, conditioned upon the satisfaction of minimum allocations to the capital accounts of the LTIP Units for federal income tax purposes, into Class A Common Units in Welltower OP ("OP Units"). The resulting OP Units may be exchanged by the reporting person for shares of common stock, par value $1.00 per share ("Common Shares") of the Issuer or the equivalent cash value of Common Shares, as determined by the Issuer. F1 · derivative.expiration_date: Represents an award, granted without cash consideration, of membership interests in Welltower OP LLC ("Welltower OP"), a subsidiary of Welltower Inc. (the "Issuer"), designated as LTIP Units ("LTIP Units"), which LTIP Units are intended to qualify as profits interests for US federal income tax purposes. The LTIP Units are scheduled to vest in four equal installments on Jan. 15, 2025, Jan. 15, 2026, Jan. 15, 2027 and Jan. 15, 2028, subject to the reporting person's continued employment on each applicable vesting date. The LTIP Units, if and as they become vested, are convertible, conditioned upon the satisfaction of minimum allocations to the capital accounts of the LTIP Units for federal income tax purposes, into Class A Common Units in Welltower OP ("OP Units"). The resulting OP Units may be exchanged by the reporting person for shares of common stock, par value $1.00 per share ("Common Shares") of the Issuer or the equivalent cash value of Common Shares, as determined by the Issuer. Read SEC document |
| January 24, 2024 Filed Jan 25, 2024 21:44 UTC |
McHugh TimothyEVP - Chief Financial Officer
|
GrantOther Stock Units · Derivative | 11,743 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000950170-24-007452 · ownership.xml · derivative · entry 2 McHugh Timothy · CIK 0001786887 · EVP - Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 11,743 Underlying: Common · 11,743 shares Expires not disclosed F2 · derivative.exercise_price: Solely in order to reserve Common Shares to satisfy any exchange in respect of OP Units as contemplated herein that might occur in the future, the reporting person also received an award of Other Stock Units under the Welltower Inc. 2022 Long-Term Incentive Plan (the "2022 Plan"). The award of Other Stock Units provides the reporting person with the ability to acquire Common Shares under the 2022 Plan only through the exchange of OP Units for those shares and in no other manner. Upon the exchange of OP Units for Common Shares, the reporting person will relinquish all rights to the exchanged OP Units. Any Other Stock Units that may be remaining after all OP Units have been exchanged will be immediately canceled for no consideration. F2 · price: Solely in order to reserve Common Shares to satisfy any exchange in respect of OP Units as contemplated herein that might occur in the future, the reporting person also received an award of Other Stock Units under the Welltower Inc. 2022 Long-Term Incentive Plan (the "2022 Plan"). The award of Other Stock Units provides the reporting person with the ability to acquire Common Shares under the 2022 Plan only through the exchange of OP Units for those shares and in no other manner. Upon the exchange of OP Units for Common Shares, the reporting person will relinquish all rights to the exchanged OP Units. Any Other Stock Units that may be remaining after all OP Units have been exchanged will be immediately canceled for no consideration. F2 · derivative.exercise_date: Solely in order to reserve Common Shares to satisfy any exchange in respect of OP Units as contemplated herein that might occur in the future, the reporting person also received an award of Other Stock Units under the Welltower Inc. 2022 Long-Term Incentive Plan (the "2022 Plan"). The award of Other Stock Units provides the reporting person with the ability to acquire Common Shares under the 2022 Plan only through the exchange of OP Units for those shares and in no other manner. Upon the exchange of OP Units for Common Shares, the reporting person will relinquish all rights to the exchanged OP Units. Any Other Stock Units that may be remaining after all OP Units have been exchanged will be immediately canceled for no consideration. F2 · derivative.expiration_date: Solely in order to reserve Common Shares to satisfy any exchange in respect of OP Units as contemplated herein that might occur in the future, the reporting person also received an award of Other Stock Units under the Welltower Inc. 2022 Long-Term Incentive Plan (the "2022 Plan"). The award of Other Stock Units provides the reporting person with the ability to acquire Common Shares under the 2022 Plan only through the exchange of OP Units for those shares and in no other manner. Upon the exchange of OP Units for Common Shares, the reporting person will relinquish all rights to the exchanged OP Units. Any Other Stock Units that may be remaining after all OP Units have been exchanged will be immediately canceled for no consideration. Read SEC document |
| January 24, 2024 Filed Jan 25, 2024 21:44 UTC |
McHugh TimothyEVP - Chief Financial Officer
|
GrantLTIP Units · Derivative | 11,743 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000950170-24-007452 · ownership.xml · derivative · entry 1 McHugh Timothy · CIK 0001786887 · EVP - Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 11,743 Underlying: Common · 11,743 shares Expires not disclosed F1 · derivative.exercise_price: Represents an award, granted without cash consideration, of membership interests in Welltower OP LLC ("Welltower OP"), a subsidiary of Welltower Inc. (the "Issuer"), designated as LTIP Units ("LTIP Units"), which LTIP Units are intended to qualify as profits interests for US federal income tax purposes. The LTIP Units are scheduled to vest in four equal installments on Jan. 15, 2025, Jan. 15, 2026, Jan. 15, 2027 and Jan. 15, 2028, subject to the reporting person's continued employment on each applicable vesting date. The LTIP Units, if and as they become vested, are convertible, conditioned upon the satisfaction of minimum allocations to the capital accounts of the LTIP Units for federal income tax purposes, into Class A Common Units in Welltower OP ("OP Units"). The resulting OP Units may be exchanged by the reporting person for shares of common stock, par value $1.00 per share ("Common Shares") of the Issuer or the equivalent cash value of Common Shares, as determined by the Issuer. F1 · price: Represents an award, granted without cash consideration, of membership interests in Welltower OP LLC ("Welltower OP"), a subsidiary of Welltower Inc. (the "Issuer"), designated as LTIP Units ("LTIP Units"), which LTIP Units are intended to qualify as profits interests for US federal income tax purposes. The LTIP Units are scheduled to vest in four equal installments on Jan. 15, 2025, Jan. 15, 2026, Jan. 15, 2027 and Jan. 15, 2028, subject to the reporting person's continued employment on each applicable vesting date. The LTIP Units, if and as they become vested, are convertible, conditioned upon the satisfaction of minimum allocations to the capital accounts of the LTIP Units for federal income tax purposes, into Class A Common Units in Welltower OP ("OP Units"). The resulting OP Units may be exchanged by the reporting person for shares of common stock, par value $1.00 per share ("Common Shares") of the Issuer or the equivalent cash value of Common Shares, as determined by the Issuer. F1 · derivative.exercise_date: Represents an award, granted without cash consideration, of membership interests in Welltower OP LLC ("Welltower OP"), a subsidiary of Welltower Inc. (the "Issuer"), designated as LTIP Units ("LTIP Units"), which LTIP Units are intended to qualify as profits interests for US federal income tax purposes. The LTIP Units are scheduled to vest in four equal installments on Jan. 15, 2025, Jan. 15, 2026, Jan. 15, 2027 and Jan. 15, 2028, subject to the reporting person's continued employment on each applicable vesting date. The LTIP Units, if and as they become vested, are convertible, conditioned upon the satisfaction of minimum allocations to the capital accounts of the LTIP Units for federal income tax purposes, into Class A Common Units in Welltower OP ("OP Units"). The resulting OP Units may be exchanged by the reporting person for shares of common stock, par value $1.00 per share ("Common Shares") of the Issuer or the equivalent cash value of Common Shares, as determined by the Issuer. F1 · derivative.expiration_date: Represents an award, granted without cash consideration, of membership interests in Welltower OP LLC ("Welltower OP"), a subsidiary of Welltower Inc. (the "Issuer"), designated as LTIP Units ("LTIP Units"), which LTIP Units are intended to qualify as profits interests for US federal income tax purposes. The LTIP Units are scheduled to vest in four equal installments on Jan. 15, 2025, Jan. 15, 2026, Jan. 15, 2027 and Jan. 15, 2028, subject to the reporting person's continued employment on each applicable vesting date. The LTIP Units, if and as they become vested, are convertible, conditioned upon the satisfaction of minimum allocations to the capital accounts of the LTIP Units for federal income tax purposes, into Class A Common Units in Welltower OP ("OP Units"). The resulting OP Units may be exchanged by the reporting person for shares of common stock, par value $1.00 per share ("Common Shares") of the Issuer or the equivalent cash value of Common Shares, as determined by the Issuer. Read SEC document |
| January 24, 2024 Filed Jan 25, 2024 21:47 UTC |
Burkart John F.EVP-Chief Operating Officer
|
GrantOther Stock Units · Derivative | 10,065 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000950170-24-007455 · ownership.xml · derivative · entry 2 Burkart John F. · CIK 0001492460 · EVP-Chief Operating Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 10,065 Underlying: Common · 10,065 shares Expires not disclosed F2 · derivative.exercise_price: Solely in order to reserve Common Shares to satisfy any exchange in respect of OP Units as contemplated herein that might occur in the future, the reporting person also received an award of Other Stock Units under the Welltower Inc. 2022 Long-Term Incentive Plan (the "2022 Plan"). The award of Other Stock Units provides the reporting person with the ability to acquire Common Shares under the 2022 Plan only through the exchange of OP Units for those shares and in no other manner. Upon the exchange of OP Units for Common Shares, the reporting person will relinquish all rights to the exchanged OP Units. Any Other Stock Units that may be remaining after all OP Units have been exchanged will be immediately canceled for no consideration. F2 · price: Solely in order to reserve Common Shares to satisfy any exchange in respect of OP Units as contemplated herein that might occur in the future, the reporting person also received an award of Other Stock Units under the Welltower Inc. 2022 Long-Term Incentive Plan (the "2022 Plan"). The award of Other Stock Units provides the reporting person with the ability to acquire Common Shares under the 2022 Plan only through the exchange of OP Units for those shares and in no other manner. Upon the exchange of OP Units for Common Shares, the reporting person will relinquish all rights to the exchanged OP Units. Any Other Stock Units that may be remaining after all OP Units have been exchanged will be immediately canceled for no consideration. F2 · derivative.exercise_date: Solely in order to reserve Common Shares to satisfy any exchange in respect of OP Units as contemplated herein that might occur in the future, the reporting person also received an award of Other Stock Units under the Welltower Inc. 2022 Long-Term Incentive Plan (the "2022 Plan"). The award of Other Stock Units provides the reporting person with the ability to acquire Common Shares under the 2022 Plan only through the exchange of OP Units for those shares and in no other manner. Upon the exchange of OP Units for Common Shares, the reporting person will relinquish all rights to the exchanged OP Units. Any Other Stock Units that may be remaining after all OP Units have been exchanged will be immediately canceled for no consideration. F2 · derivative.expiration_date: Solely in order to reserve Common Shares to satisfy any exchange in respect of OP Units as contemplated herein that might occur in the future, the reporting person also received an award of Other Stock Units under the Welltower Inc. 2022 Long-Term Incentive Plan (the "2022 Plan"). The award of Other Stock Units provides the reporting person with the ability to acquire Common Shares under the 2022 Plan only through the exchange of OP Units for those shares and in no other manner. Upon the exchange of OP Units for Common Shares, the reporting person will relinquish all rights to the exchanged OP Units. Any Other Stock Units that may be remaining after all OP Units have been exchanged will be immediately canceled for no consideration. Read SEC document |
| January 24, 2024 Filed Jan 25, 2024 21:47 UTC |
Burkart John F.EVP-Chief Operating Officer
|
GrantLTIP Units · Derivative | 10,065 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000950170-24-007455 · ownership.xml · derivative · entry 1 Burkart John F. · CIK 0001492460 · EVP-Chief Operating Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 10,065 Underlying: Common · 10,065 shares Expires not disclosed F1 · derivative.exercise_price: Represents an award, granted without cash consideration, of membership interests in Welltower OP LLC ("Welltower OP"), a subsidiary of Welltower Inc. (the "Issuer"), designated as LTIP Units ("LTIP Units"), which LTIP Units are intended to qualify as profits interests for US federal income tax purposes. The LTIP Units are scheduled to vest in four equal installments on Jan. 15, 2025, Jan. 15, 2026, Jan. 15, 2027 and Jan. 15, 2028, subject to the reporting person's continued employment on each applicable vesting date. The LTIP Units, if and as they become vested, are convertible, conditioned upon the satisfaction of minimum allocations to the capital accounts of the LTIP Units for federal income tax purposes, into Class A Common Units in Welltower OP ("OP Units"). The resulting OP Units may be exchanged by the reporting person for shares of common stock, par value $1.00 per share ("Common Shares") of the Issuer or the equivalent cash value of Common Shares, as determined by the Issuer. F1 · price: Represents an award, granted without cash consideration, of membership interests in Welltower OP LLC ("Welltower OP"), a subsidiary of Welltower Inc. (the "Issuer"), designated as LTIP Units ("LTIP Units"), which LTIP Units are intended to qualify as profits interests for US federal income tax purposes. The LTIP Units are scheduled to vest in four equal installments on Jan. 15, 2025, Jan. 15, 2026, Jan. 15, 2027 and Jan. 15, 2028, subject to the reporting person's continued employment on each applicable vesting date. The LTIP Units, if and as they become vested, are convertible, conditioned upon the satisfaction of minimum allocations to the capital accounts of the LTIP Units for federal income tax purposes, into Class A Common Units in Welltower OP ("OP Units"). The resulting OP Units may be exchanged by the reporting person for shares of common stock, par value $1.00 per share ("Common Shares") of the Issuer or the equivalent cash value of Common Shares, as determined by the Issuer. F1 · derivative.exercise_date: Represents an award, granted without cash consideration, of membership interests in Welltower OP LLC ("Welltower OP"), a subsidiary of Welltower Inc. (the "Issuer"), designated as LTIP Units ("LTIP Units"), which LTIP Units are intended to qualify as profits interests for US federal income tax purposes. The LTIP Units are scheduled to vest in four equal installments on Jan. 15, 2025, Jan. 15, 2026, Jan. 15, 2027 and Jan. 15, 2028, subject to the reporting person's continued employment on each applicable vesting date. The LTIP Units, if and as they become vested, are convertible, conditioned upon the satisfaction of minimum allocations to the capital accounts of the LTIP Units for federal income tax purposes, into Class A Common Units in Welltower OP ("OP Units"). The resulting OP Units may be exchanged by the reporting person for shares of common stock, par value $1.00 per share ("Common Shares") of the Issuer or the equivalent cash value of Common Shares, as determined by the Issuer. F1 · derivative.expiration_date: Represents an award, granted without cash consideration, of membership interests in Welltower OP LLC ("Welltower OP"), a subsidiary of Welltower Inc. (the "Issuer"), designated as LTIP Units ("LTIP Units"), which LTIP Units are intended to qualify as profits interests for US federal income tax purposes. The LTIP Units are scheduled to vest in four equal installments on Jan. 15, 2025, Jan. 15, 2026, Jan. 15, 2027 and Jan. 15, 2028, subject to the reporting person's continued employment on each applicable vesting date. The LTIP Units, if and as they become vested, are convertible, conditioned upon the satisfaction of minimum allocations to the capital accounts of the LTIP Units for federal income tax purposes, into Class A Common Units in Welltower OP ("OP Units"). The resulting OP Units may be exchanged by the reporting person for shares of common stock, par value $1.00 per share ("Common Shares") of the Issuer or the equivalent cash value of Common Shares, as determined by the Issuer. Read SEC document |
| January 24, 2024 Filed Jan 25, 2024 21:50 UTC |
Mcqueen Matthew GrantEVP, Gen.Counsel & Secretary
|
GrantOther Stock Units · Derivative | 5,704 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000950170-24-007460 · ownership.xml · derivative · entry 2 Mcqueen Matthew Grant · CIK 0001698645 · EVP, Gen.Counsel & Secretary 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,704 Underlying: Common · 5,704 shares Expires not disclosed F2 · derivative.exercise_price: Solely in order to reserve Common Shares to satisfy any exchange in respect of OP Units as contemplated herein that might occur in the future, the reporting person also received an award of Other Stock Units under the Welltower Inc. 2022 Long-Term Incentive Plan (the "2022 Plan"). The award of Other Stock Units provides the reporting person with the ability to acquire Common Shares under the 2022 Plan only through the exchange of OP Units for those shares and in no other manner. Upon the exchange of OP Units for Common Shares, the reporting person will relinquish all rights to the exchanged OP Units. Any Other Stock Units that may be remaining after all OP Units have been exchanged will be immediately canceled for no consideration. F2 · price: Solely in order to reserve Common Shares to satisfy any exchange in respect of OP Units as contemplated herein that might occur in the future, the reporting person also received an award of Other Stock Units under the Welltower Inc. 2022 Long-Term Incentive Plan (the "2022 Plan"). The award of Other Stock Units provides the reporting person with the ability to acquire Common Shares under the 2022 Plan only through the exchange of OP Units for those shares and in no other manner. Upon the exchange of OP Units for Common Shares, the reporting person will relinquish all rights to the exchanged OP Units. Any Other Stock Units that may be remaining after all OP Units have been exchanged will be immediately canceled for no consideration. F2 · derivative.exercise_date: Solely in order to reserve Common Shares to satisfy any exchange in respect of OP Units as contemplated herein that might occur in the future, the reporting person also received an award of Other Stock Units under the Welltower Inc. 2022 Long-Term Incentive Plan (the "2022 Plan"). The award of Other Stock Units provides the reporting person with the ability to acquire Common Shares under the 2022 Plan only through the exchange of OP Units for those shares and in no other manner. Upon the exchange of OP Units for Common Shares, the reporting person will relinquish all rights to the exchanged OP Units. Any Other Stock Units that may be remaining after all OP Units have been exchanged will be immediately canceled for no consideration. F2 · derivative.expiration_date: Solely in order to reserve Common Shares to satisfy any exchange in respect of OP Units as contemplated herein that might occur in the future, the reporting person also received an award of Other Stock Units under the Welltower Inc. 2022 Long-Term Incentive Plan (the "2022 Plan"). The award of Other Stock Units provides the reporting person with the ability to acquire Common Shares under the 2022 Plan only through the exchange of OP Units for those shares and in no other manner. Upon the exchange of OP Units for Common Shares, the reporting person will relinquish all rights to the exchanged OP Units. Any Other Stock Units that may be remaining after all OP Units have been exchanged will be immediately canceled for no consideration. Read SEC document |
| January 24, 2024 Filed Jan 25, 2024 21:50 UTC |
Mcqueen Matthew GrantEVP, Gen.Counsel & Secretary
|
GrantLTIP Units · Derivative | 5,704 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000950170-24-007460 · ownership.xml · derivative · entry 1 Mcqueen Matthew Grant · CIK 0001698645 · EVP, Gen.Counsel & Secretary 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,704 Underlying: Common · 5,704 shares Expires not disclosed F1 · derivative.exercise_price: Represents an award, granted without cash consideration, of membership interests in Welltower OP LLC ("Welltower OP"), a subsidiary of Welltower Inc. (the "Issuer"), designated as LTIP Units ("LTIP Units"), which LTIP Units are intended to qualify as profits interests for US federal income tax purposes. The LTIP Units are scheduled to vest in four equal installments on Jan. 15, 2025, Jan. 15, 2026, Jan. 15, 2027 and Jan. 15, 2028, subject to the reporting person's continued employment on each applicable vesting date. The LTIP Units, if and as they become vested, are convertible, conditioned upon the satisfaction of minimum allocations to the capital accounts of the LTIP Units for federal income tax purposes, into Class A Common Units in Welltower OP ("OP Units"). The resulting OP Units may be exchanged by the reporting person for shares of common stock, par value $1.00 per share ("Common Shares") of the Issuer or the equivalent cash value of Common Shares, as determined by the Issuer. F1 · price: Represents an award, granted without cash consideration, of membership interests in Welltower OP LLC ("Welltower OP"), a subsidiary of Welltower Inc. (the "Issuer"), designated as LTIP Units ("LTIP Units"), which LTIP Units are intended to qualify as profits interests for US federal income tax purposes. The LTIP Units are scheduled to vest in four equal installments on Jan. 15, 2025, Jan. 15, 2026, Jan. 15, 2027 and Jan. 15, 2028, subject to the reporting person's continued employment on each applicable vesting date. The LTIP Units, if and as they become vested, are convertible, conditioned upon the satisfaction of minimum allocations to the capital accounts of the LTIP Units for federal income tax purposes, into Class A Common Units in Welltower OP ("OP Units"). The resulting OP Units may be exchanged by the reporting person for shares of common stock, par value $1.00 per share ("Common Shares") of the Issuer or the equivalent cash value of Common Shares, as determined by the Issuer. F1 · derivative.exercise_date: Represents an award, granted without cash consideration, of membership interests in Welltower OP LLC ("Welltower OP"), a subsidiary of Welltower Inc. (the "Issuer"), designated as LTIP Units ("LTIP Units"), which LTIP Units are intended to qualify as profits interests for US federal income tax purposes. The LTIP Units are scheduled to vest in four equal installments on Jan. 15, 2025, Jan. 15, 2026, Jan. 15, 2027 and Jan. 15, 2028, subject to the reporting person's continued employment on each applicable vesting date. The LTIP Units, if and as they become vested, are convertible, conditioned upon the satisfaction of minimum allocations to the capital accounts of the LTIP Units for federal income tax purposes, into Class A Common Units in Welltower OP ("OP Units"). The resulting OP Units may be exchanged by the reporting person for shares of common stock, par value $1.00 per share ("Common Shares") of the Issuer or the equivalent cash value of Common Shares, as determined by the Issuer. F1 · derivative.expiration_date: Represents an award, granted without cash consideration, of membership interests in Welltower OP LLC ("Welltower OP"), a subsidiary of Welltower Inc. (the "Issuer"), designated as LTIP Units ("LTIP Units"), which LTIP Units are intended to qualify as profits interests for US federal income tax purposes. The LTIP Units are scheduled to vest in four equal installments on Jan. 15, 2025, Jan. 15, 2026, Jan. 15, 2027 and Jan. 15, 2028, subject to the reporting person's continued employment on each applicable vesting date. The LTIP Units, if and as they become vested, are convertible, conditioned upon the satisfaction of minimum allocations to the capital accounts of the LTIP Units for federal income tax purposes, into Class A Common Units in Welltower OP ("OP Units"). The resulting OP Units may be exchanged by the reporting person for shares of common stock, par value $1.00 per share ("Common Shares") of the Issuer or the equivalent cash value of Common Shares, as determined by the Issuer. Read SEC document |
| January 24, 2024 Filed Jan 25, 2024 21:54 UTC |
Fieweger JoshuaSVP, Chief Accounting Officer
|
GrantOther Stock Units · Derivative | 1,510 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000950170-24-007468 · ownership.xml · derivative · entry 2 Fieweger Joshua · CIK 0001734865 · SVP, Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,510 Underlying: Common · 1,510 shares Expires not disclosed F2 · derivative.exercise_price: Solely in order to reserve Common Shares to satisfy any exchange in respect of OP Units as contemplated herein that might occur in the future, the reporting person also received an award of Other Stock Units under the Welltower Inc. 2022 Long-Term Incentive Plan (the "2022 Plan"). The award of Other Stock Units provides the reporting person with the ability to acquire Common Shares under the 2022 Plan only through the exchange of OP Units for those shares and in no other manner. Upon the exchange of OP Units for Common Shares, the reporting person will relinquish all rights to the exchanged OP Units. Any Other Stock Units that may be remaining after all OP Units have been exchanged will be immediately canceled for no consideration. F2 · price: Solely in order to reserve Common Shares to satisfy any exchange in respect of OP Units as contemplated herein that might occur in the future, the reporting person also received an award of Other Stock Units under the Welltower Inc. 2022 Long-Term Incentive Plan (the "2022 Plan"). The award of Other Stock Units provides the reporting person with the ability to acquire Common Shares under the 2022 Plan only through the exchange of OP Units for those shares and in no other manner. Upon the exchange of OP Units for Common Shares, the reporting person will relinquish all rights to the exchanged OP Units. Any Other Stock Units that may be remaining after all OP Units have been exchanged will be immediately canceled for no consideration. F2 · derivative.exercise_date: Solely in order to reserve Common Shares to satisfy any exchange in respect of OP Units as contemplated herein that might occur in the future, the reporting person also received an award of Other Stock Units under the Welltower Inc. 2022 Long-Term Incentive Plan (the "2022 Plan"). The award of Other Stock Units provides the reporting person with the ability to acquire Common Shares under the 2022 Plan only through the exchange of OP Units for those shares and in no other manner. Upon the exchange of OP Units for Common Shares, the reporting person will relinquish all rights to the exchanged OP Units. Any Other Stock Units that may be remaining after all OP Units have been exchanged will be immediately canceled for no consideration. F2 · derivative.expiration_date: Solely in order to reserve Common Shares to satisfy any exchange in respect of OP Units as contemplated herein that might occur in the future, the reporting person also received an award of Other Stock Units under the Welltower Inc. 2022 Long-Term Incentive Plan (the "2022 Plan"). The award of Other Stock Units provides the reporting person with the ability to acquire Common Shares under the 2022 Plan only through the exchange of OP Units for those shares and in no other manner. Upon the exchange of OP Units for Common Shares, the reporting person will relinquish all rights to the exchanged OP Units. Any Other Stock Units that may be remaining after all OP Units have been exchanged will be immediately canceled for no consideration. Read SEC document |
| January 24, 2024 Filed Jan 25, 2024 21:54 UTC |
Fieweger JoshuaSVP, Chief Accounting Officer
|
GrantLTIP Units · Derivative | 1,510 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000950170-24-007468 · ownership.xml · derivative · entry 1 Fieweger Joshua · CIK 0001734865 · SVP, Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,510 Underlying: Common · 1,510 shares Expires not disclosed F1 · derivative.exercise_price: Represents an award, granted without cash consideration, of membership interests in Welltower OP LLC ("Welltower OP"), a subsidiary of Welltower Inc. (the "Issuer"), designated as LTIP Units ("LTIP Units"), which LTIP Units are intended to qualify as profits interests for US federal income tax purposes. The LTIP Units are scheduled to vest in four equal installments on Jan. 15, 2025, Jan. 15, 2026, Jan. 15, 2027 and Jan. 15, 2028, subject to the reporting person's continued employment on each applicable vesting date. The LTIP Units, if and as they become vested, are convertible, conditioned upon the satisfaction of minimum allocations to the capital accounts of the LTIP Units for federal income tax purposes, into Class A Common Units in Welltower OP ("OP Units"). The resulting OP Units may be exchanged by the reporting person for shares of common stock, par value $1.00 per share ("Common Shares") of the Issuer or the equivalent cash value of Common Shares, as determined by the Issuer. F1 · price: Represents an award, granted without cash consideration, of membership interests in Welltower OP LLC ("Welltower OP"), a subsidiary of Welltower Inc. (the "Issuer"), designated as LTIP Units ("LTIP Units"), which LTIP Units are intended to qualify as profits interests for US federal income tax purposes. The LTIP Units are scheduled to vest in four equal installments on Jan. 15, 2025, Jan. 15, 2026, Jan. 15, 2027 and Jan. 15, 2028, subject to the reporting person's continued employment on each applicable vesting date. The LTIP Units, if and as they become vested, are convertible, conditioned upon the satisfaction of minimum allocations to the capital accounts of the LTIP Units for federal income tax purposes, into Class A Common Units in Welltower OP ("OP Units"). The resulting OP Units may be exchanged by the reporting person for shares of common stock, par value $1.00 per share ("Common Shares") of the Issuer or the equivalent cash value of Common Shares, as determined by the Issuer. F1 · derivative.exercise_date: Represents an award, granted without cash consideration, of membership interests in Welltower OP LLC ("Welltower OP"), a subsidiary of Welltower Inc. (the "Issuer"), designated as LTIP Units ("LTIP Units"), which LTIP Units are intended to qualify as profits interests for US federal income tax purposes. The LTIP Units are scheduled to vest in four equal installments on Jan. 15, 2025, Jan. 15, 2026, Jan. 15, 2027 and Jan. 15, 2028, subject to the reporting person's continued employment on each applicable vesting date. The LTIP Units, if and as they become vested, are convertible, conditioned upon the satisfaction of minimum allocations to the capital accounts of the LTIP Units for federal income tax purposes, into Class A Common Units in Welltower OP ("OP Units"). The resulting OP Units may be exchanged by the reporting person for shares of common stock, par value $1.00 per share ("Common Shares") of the Issuer or the equivalent cash value of Common Shares, as determined by the Issuer. F1 · derivative.expiration_date: Represents an award, granted without cash consideration, of membership interests in Welltower OP LLC ("Welltower OP"), a subsidiary of Welltower Inc. (the "Issuer"), designated as LTIP Units ("LTIP Units"), which LTIP Units are intended to qualify as profits interests for US federal income tax purposes. The LTIP Units are scheduled to vest in four equal installments on Jan. 15, 2025, Jan. 15, 2026, Jan. 15, 2027 and Jan. 15, 2028, subject to the reporting person's continued employment on each applicable vesting date. The LTIP Units, if and as they become vested, are convertible, conditioned upon the satisfaction of minimum allocations to the capital accounts of the LTIP Units for federal income tax purposes, into Class A Common Units in Welltower OP ("OP Units"). The resulting OP Units may be exchanged by the reporting person for shares of common stock, par value $1.00 per share ("Common Shares") of the Issuer or the equivalent cash value of Common Shares, as determined by the Issuer. Read SEC document |
| January 15, 2024 Filed Jan 16, 2024 22:01 UTC |
Fieweger JoshuaSVP, Chief Accounting Officer
|
Tax withholdingCommon Stock | 260 | $91.93 | $23,901.80 |
DisclosureSEC source: 0001209191-24-001622 · doc4.xml · nonDerivative · entry 1 Fieweger Joshua · CIK 0001734865 · SVP, Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 11,177 F1 · shares: Shares withheld upon vesting of restricted stock units to satisfy tax withholding obligations. Read SEC document |
| December 29, 2023 Filed Jan 3, 2024 22:02 UTC |
LOPEZ DENNIS GDirector
|
GrantCommon Stock | 11 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-24-000452 · doc4.xml · nonDerivative · entry 1 LOPEZ DENNIS G · CIK 0001607083 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 9,689.57 F1 · shares: These shares represent deferred stock units that were granted without cash consideration on December 29, 2023 under the Welltower Inc. 2022 Long-Term Incentive Plan. Each deferred stock unit will be settled in common stock upon vesting on the date on which Mr. Lopez leaves or retires from the Board of Directors. F1 · price: These shares represent deferred stock units that were granted without cash consideration on December 29, 2023 under the Welltower Inc. 2022 Long-Term Incentive Plan. Each deferred stock unit will be settled in common stock upon vesting on the date on which Mr. Lopez leaves or retires from the Board of Directors. Read SEC document |
| December 29, 2023 Filed Jan 3, 2024 22:03 UTC |
SULLIVAN KATHRYN MDirector
|
GrantOther Stock Unit · Derivative | 11 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-24-000453 · doc4.xml · derivative · entry 2 SULLIVAN KATHRYN M · CIK 0001272113 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 11 Underlying: Common · 11 shares Expires not disclosed F2 · derivative.exercise_price: Solely in order to reserve Common Shares to satisfy any exchange in respect of OP Units as contemplated herein that might occur in the future, the reporting person also received an award of Other Stock Units under the Welltower Inc. 2022 Long-Term Incentive Plan (the "2022 Plan"). The award of Other Stock Units provides the reporting person with the ability to acquire Common Shares under the 2022 Plan only through the exchange of OP Units for those shares and in no other manner. Upon the exchange of OP Units for Common Shares, the reporting person will relinquish all rights to the exchanged OP Units. Any Other Stock Units that may be remaining after all OP Units have been exchanged will be immediately canceled for no consideration. F2 · price: Solely in order to reserve Common Shares to satisfy any exchange in respect of OP Units as contemplated herein that might occur in the future, the reporting person also received an award of Other Stock Units under the Welltower Inc. 2022 Long-Term Incentive Plan (the "2022 Plan"). The award of Other Stock Units provides the reporting person with the ability to acquire Common Shares under the 2022 Plan only through the exchange of OP Units for those shares and in no other manner. Upon the exchange of OP Units for Common Shares, the reporting person will relinquish all rights to the exchanged OP Units. Any Other Stock Units that may be remaining after all OP Units have been exchanged will be immediately canceled for no consideration. F2 · derivative.exercise_date: Solely in order to reserve Common Shares to satisfy any exchange in respect of OP Units as contemplated herein that might occur in the future, the reporting person also received an award of Other Stock Units under the Welltower Inc. 2022 Long-Term Incentive Plan (the "2022 Plan"). The award of Other Stock Units provides the reporting person with the ability to acquire Common Shares under the 2022 Plan only through the exchange of OP Units for those shares and in no other manner. Upon the exchange of OP Units for Common Shares, the reporting person will relinquish all rights to the exchanged OP Units. Any Other Stock Units that may be remaining after all OP Units have been exchanged will be immediately canceled for no consideration. F2 · derivative.expiration_date: Solely in order to reserve Common Shares to satisfy any exchange in respect of OP Units as contemplated herein that might occur in the future, the reporting person also received an award of Other Stock Units under the Welltower Inc. 2022 Long-Term Incentive Plan (the "2022 Plan"). The award of Other Stock Units provides the reporting person with the ability to acquire Common Shares under the 2022 Plan only through the exchange of OP Units for those shares and in no other manner. Upon the exchange of OP Units for Common Shares, the reporting person will relinquish all rights to the exchanged OP Units. Any Other Stock Units that may be remaining after all OP Units have been exchanged will be immediately canceled for no consideration. Read SEC document |
| December 29, 2023 Filed Jan 3, 2024 22:03 UTC |
SULLIVAN KATHRYN MDirector
|
GrantLTIP Units · Derivative | 11 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-24-000453 · doc4.xml · derivative · entry 1 SULLIVAN KATHRYN M · CIK 0001272113 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 11 Underlying: Common · 11 shares Expires not disclosed F1 · derivative.exercise_price: These membership interests in Welltower OP LLC ("Welltower OP"), a subsidiary of Welltower Inc. (the "Issuer"), are designated as LTIP Units ("LTIP Units"), and intended to qualify as profits interests for US federal income tax purposes. The LTIP Units are convertible, conditioned upon the satisfaction of minimum allocations to the capital accounts of the LTIP Units for federal income tax purposes, into Class A Common Units in Welltower OP ("OP Units"). The resulting OP Units may be exchanged by the reporting person for shares of common stock, par value $1.00 per share ("Common Shares") of the Issuer or the equivalent cash value of Common Shares, as determined by the Issuer. The conversion of LTIP Units into OP Units and OP Units into Common Shares, in each case, will occur on a one-for-one basis. F1 · price: These membership interests in Welltower OP LLC ("Welltower OP"), a subsidiary of Welltower Inc. (the "Issuer"), are designated as LTIP Units ("LTIP Units"), and intended to qualify as profits interests for US federal income tax purposes. The LTIP Units are convertible, conditioned upon the satisfaction of minimum allocations to the capital accounts of the LTIP Units for federal income tax purposes, into Class A Common Units in Welltower OP ("OP Units"). The resulting OP Units may be exchanged by the reporting person for shares of common stock, par value $1.00 per share ("Common Shares") of the Issuer or the equivalent cash value of Common Shares, as determined by the Issuer. The conversion of LTIP Units into OP Units and OP Units into Common Shares, in each case, will occur on a one-for-one basis. F1 · derivative.exercise_date: These membership interests in Welltower OP LLC ("Welltower OP"), a subsidiary of Welltower Inc. (the "Issuer"), are designated as LTIP Units ("LTIP Units"), and intended to qualify as profits interests for US federal income tax purposes. The LTIP Units are convertible, conditioned upon the satisfaction of minimum allocations to the capital accounts of the LTIP Units for federal income tax purposes, into Class A Common Units in Welltower OP ("OP Units"). The resulting OP Units may be exchanged by the reporting person for shares of common stock, par value $1.00 per share ("Common Shares") of the Issuer or the equivalent cash value of Common Shares, as determined by the Issuer. The conversion of LTIP Units into OP Units and OP Units into Common Shares, in each case, will occur on a one-for-one basis. F1 · derivative.expiration_date: These membership interests in Welltower OP LLC ("Welltower OP"), a subsidiary of Welltower Inc. (the "Issuer"), are designated as LTIP Units ("LTIP Units"), and intended to qualify as profits interests for US federal income tax purposes. The LTIP Units are convertible, conditioned upon the satisfaction of minimum allocations to the capital accounts of the LTIP Units for federal income tax purposes, into Class A Common Units in Welltower OP ("OP Units"). The resulting OP Units may be exchanged by the reporting person for shares of common stock, par value $1.00 per share ("Common Shares") of the Issuer or the equivalent cash value of Common Shares, as determined by the Issuer. The conversion of LTIP Units into OP Units and OP Units into Common Shares, in each case, will occur on a one-for-one basis. Read SEC document |
| December 12, 2023 Filed Dec 12, 2023 21:21 UTC |
Mitra ShankhDirector · CEO & Director
|
GiftCommon Stock | 345 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-058278 · doc4.xml · nonDerivative · entry 1 Mitra Shankh · CIK 0001698445 · Director · CEO & Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 77,640 Read SEC document |
| November 30, 2023 Filed Dec 6, 2023 21:06 UTC |
McHugh TimothyEVP - Chief Financial Officer
|
GrantCommon Stock | 109 | $63.42 | $6,912.67 |
DisclosureSEC source: 0001209191-23-057590 · doc4.xml · nonDerivative · entry 2 McHugh Timothy · CIK 0001786887 · EVP - Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 23,889 F1 · kind: The reporting person is voluntarily reporting the acquisition of shares pursuant to the Welltower Inc. Employee Stock Purchase Plan ("ESPP"). This transaction was 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 November 30, 2023, the last trading day of the offering period. Read SEC document |
| November 30, 2023 Filed Dec 6, 2023 21:07 UTC |
Burkart John F.EVP-Chief Operating Officer
|
GrantCommon Stock | 217 | $63.42 | $13,761.92 |
DisclosureSEC source: 0001209191-23-057593 · doc4.xml · nonDerivative · entry 2 Burkart John F. · CIK 0001492460 · EVP-Chief Operating Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,205 F1 · kind: The reporting person is voluntarily reporting the acquisition of shares pursuant to the Welltower Inc. Employee Stock Purchase Plan ("ESPP"). This transaction was 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 1, 2023, the first trading day of the offering period. Read SEC document |
| November 30, 2023 Filed Dec 6, 2023 21:08 UTC |
Mcqueen Matthew GrantEVP, Gen.Counsel & Secretary
|
GrantCommon Stock | 101 | $63.42 | $6,405.32 |
DisclosureSEC source: 0001209191-23-057594 · doc4.xml · nonDerivative · entry 2 Mcqueen Matthew Grant · CIK 0001698645 · EVP, Gen.Counsel & Secretary 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 27,957 F1 · kind: The reporting person is voluntarily reporting the acquisition of shares pursuant to the Welltower Inc. Employee Stock Purchase Plan ("ESPP"). This transaction was 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 1, 2023, the first trading day of the offering period. Read SEC document |
| November 30, 2023 Filed Dec 6, 2023 21:09 UTC |
Fieweger JoshuaSVP, Chief Accounting Officer
|
GrantCommon Stock | 126 | $63.42 | $7,990.79 |
DisclosureSEC source: 0001209191-23-057595 · doc4.xml · nonDerivative · entry 2 Fieweger Joshua · CIK 0001734865 · SVP, Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 11,437 F1 · kind: The reporting person is voluntarily reporting the acquisition of shares pursuant to the Welltower Inc. Employee Stock Purchase Plan ("ESPP"). This transaction was 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 1, 2023, the first trading day of the offering period. Read SEC document |
| November 22, 2023 Filed Nov 27, 2023 22:52 UTC |
DeSalvo Karen BDirector
|
GrantCommon Stock | 80 | $88.70 | $7,096.00 |
DisclosureSEC source: 0001209191-23-056701 · doc4.xml · nonDerivative · entry 1 DeSalvo Karen B · CIK 0001722342 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 11,689.59 F1 · shares: These shares represent dividend equivalent rights accrued on the reporting person's deferred stock units, which may only be settled in common stock. Read SEC document |
| November 22, 2023 Filed Nov 27, 2023 22:54 UTC |
LOPEZ DENNIS GDirector
|
GrantCommon Stock | 66 | $88.70 | $5,854.20 |
DisclosureSEC source: 0001209191-23-056703 · doc4.xml · nonDerivative · entry 1 LOPEZ DENNIS G · CIK 0001607083 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 9,678.57 F1 · shares: These shares represent dividend equivalent rights accrued on the reporting person's deferred stock units, which may only be settled in common stock. Read SEC document |
| November 22, 2023 Filed Nov 27, 2023 22:55 UTC |
SULLIVAN KATHRYN MDirector
|
GrantOther Stock Units · Derivative | 44 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-23-056705 · doc4.xml · derivative · entry 2 SULLIVAN KATHRYN M · CIK 0001272113 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 44 Underlying: Common · 44 shares Expires not disclosed F2 · derivative.exercise_price: Solely in order to reserve Common Shares to satisfy any exchange in respect of OP Units as contemplated herein that might occur in the future, the reporting person also received an award of Other Stock Units under the Welltower Inc. 2022 Long-Term Incentive Plan (the "2022 Plan"). The award of Other Stock Units provides the reporting person with the ability to acquire Common Shares under the 2022 Plan only through the exchange of OP Units for those shares and in no other manner. Upon the exchange of OP Units for Common Shares, the reporting person will relinquish all rights to the exchanged OP Units. Any Other Stock Units that may be remaining after all OP Units have been exchanged will be immediately canceled for no consideration. F2 · price: Solely in order to reserve Common Shares to satisfy any exchange in respect of OP Units as contemplated herein that might occur in the future, the reporting person also received an award of Other Stock Units under the Welltower Inc. 2022 Long-Term Incentive Plan (the "2022 Plan"). The award of Other Stock Units provides the reporting person with the ability to acquire Common Shares under the 2022 Plan only through the exchange of OP Units for those shares and in no other manner. Upon the exchange of OP Units for Common Shares, the reporting person will relinquish all rights to the exchanged OP Units. Any Other Stock Units that may be remaining after all OP Units have been exchanged will be immediately canceled for no consideration. F2 · derivative.exercise_date: Solely in order to reserve Common Shares to satisfy any exchange in respect of OP Units as contemplated herein that might occur in the future, the reporting person also received an award of Other Stock Units under the Welltower Inc. 2022 Long-Term Incentive Plan (the "2022 Plan"). The award of Other Stock Units provides the reporting person with the ability to acquire Common Shares under the 2022 Plan only through the exchange of OP Units for those shares and in no other manner. Upon the exchange of OP Units for Common Shares, the reporting person will relinquish all rights to the exchanged OP Units. Any Other Stock Units that may be remaining after all OP Units have been exchanged will be immediately canceled for no consideration. F2 · derivative.expiration_date: Solely in order to reserve Common Shares to satisfy any exchange in respect of OP Units as contemplated herein that might occur in the future, the reporting person also received an award of Other Stock Units under the Welltower Inc. 2022 Long-Term Incentive Plan (the "2022 Plan"). The award of Other Stock Units provides the reporting person with the ability to acquire Common Shares under the 2022 Plan only through the exchange of OP Units for those shares and in no other manner. Upon the exchange of OP Units for Common Shares, the reporting person will relinquish all rights to the exchanged OP Units. Any Other Stock Units that may be remaining after all OP Units have been exchanged will be immediately canceled for no consideration. Read SEC document |
| November 22, 2023 Filed Nov 27, 2023 22:55 UTC |
SULLIVAN KATHRYN MDirector
|
GrantLTIP Units · Derivative | 44 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-23-056705 · doc4.xml · derivative · entry 1 SULLIVAN KATHRYN M · CIK 0001272113 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 44 Underlying: Common · 44 shares Expires not disclosed F1 · derivative.exercise_price: These membership interests in Welltower OP LLC ("Welltower OP"), a subsidiary of Welltower Inc. (the "Issuer"), are designated as LTIP Units ("LTIP Units") and intended to qualify as profits interests for US federal income tax purposes and were issued in lieu of dividend equivalent rights accrued on deferred stock units held by the reporting person. LTIP Units are convertible, conditioned upon the satisfaction of minimum allocations to the capital accounts of the LTIP Units for federal income tax purposes, into Class A Common Units in Welltower OP ("OP Units"). The resulting OP Units may be exchanged by the reporting person for shares of common stock, par value $1.00 per share ("Common Shares") of the Issuer or the equivalent cash value of Common Shares, as determined by the Issuer. The conversion of LTIP Units into OP Units and OP Units into Common Shares, in each case, will occur on a one-for-one basis. F1 · price: These membership interests in Welltower OP LLC ("Welltower OP"), a subsidiary of Welltower Inc. (the "Issuer"), are designated as LTIP Units ("LTIP Units") and intended to qualify as profits interests for US federal income tax purposes and were issued in lieu of dividend equivalent rights accrued on deferred stock units held by the reporting person. LTIP Units are convertible, conditioned upon the satisfaction of minimum allocations to the capital accounts of the LTIP Units for federal income tax purposes, into Class A Common Units in Welltower OP ("OP Units"). The resulting OP Units may be exchanged by the reporting person for shares of common stock, par value $1.00 per share ("Common Shares") of the Issuer or the equivalent cash value of Common Shares, as determined by the Issuer. The conversion of LTIP Units into OP Units and OP Units into Common Shares, in each case, will occur on a one-for-one basis. F1 · derivative.exercise_date: These membership interests in Welltower OP LLC ("Welltower OP"), a subsidiary of Welltower Inc. (the "Issuer"), are designated as LTIP Units ("LTIP Units") and intended to qualify as profits interests for US federal income tax purposes and were issued in lieu of dividend equivalent rights accrued on deferred stock units held by the reporting person. LTIP Units are convertible, conditioned upon the satisfaction of minimum allocations to the capital accounts of the LTIP Units for federal income tax purposes, into Class A Common Units in Welltower OP ("OP Units"). The resulting OP Units may be exchanged by the reporting person for shares of common stock, par value $1.00 per share ("Common Shares") of the Issuer or the equivalent cash value of Common Shares, as determined by the Issuer. The conversion of LTIP Units into OP Units and OP Units into Common Shares, in each case, will occur on a one-for-one basis. F1 · derivative.expiration_date: These membership interests in Welltower OP LLC ("Welltower OP"), a subsidiary of Welltower Inc. (the "Issuer"), are designated as LTIP Units ("LTIP Units") and intended to qualify as profits interests for US federal income tax purposes and were issued in lieu of dividend equivalent rights accrued on deferred stock units held by the reporting person. LTIP Units are convertible, conditioned upon the satisfaction of minimum allocations to the capital accounts of the LTIP Units for federal income tax purposes, into Class A Common Units in Welltower OP ("OP Units"). The resulting OP Units may be exchanged by the reporting person for shares of common stock, par value $1.00 per share ("Common Shares") of the Issuer or the equivalent cash value of Common Shares, as determined by the Issuer. The conversion of LTIP Units into OP Units and OP Units into Common Shares, in each case, will occur on a one-for-one basis. Read SEC document |
| November 02, 2023 Filed Nov 3, 2023 20:26 UTC |
Mitra ShankhDirector · CEO & Director
|
GiftCommon Stock | 2,907 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-054322 · doc4.xml · nonDerivative · entry 1 Mitra Shankh · CIK 0001698445 · Director · CEO & Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 77,985 Read SEC document |
| August 23, 2023 Filed Aug 25, 2023 20:56 UTC |
DeSalvo Karen BDirector
|
GrantCommon Stock | 21 | $81.00 | $1,701.00 |
DisclosureSEC source: 0001209191-23-047364 · doc4.xml · nonDerivative · entry 1 DeSalvo Karen B · CIK 0001722342 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 11,609.59 F1 · shares: These shares represent dividend equivalent rights accrued on the reporting person's deferred stock units, which may only be settled in common stock. 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.