Last 12 months
Inside the activity.
4 purchase rows · 0 sale rows
Disclosed non-derivative P/S rows, by transaction month. Includes amendments and private transactions.Monthly counts
| Month | Purchases | Sales |
|---|---|---|
| Nov 2025 | 0 | 0 |
| Dec 2025 | 0 | 0 |
| Jan 2026 | 0 | 0 |
| Feb 2026 | 0 | 0 |
| Mar 2026 | 0 | 0 |
| Apr 2026 | 0 | 0 |
| May 2026 | 0 | 0 |
| Jun 2026 | 0 | 0 |
| Jul 2026 | 0 | 0 |
| Aug 2026 | 4 | 0 |
| Sep 2026 | 0 | 0 |
| Oct 2026 | 0 | 0 |
Latest available
Insider transactions
Purchases/sales include open-market and private transactions. Plan disclosure applies to the filing; individual rows may differ. “Not disclosed” is not “unplanned.”
The cutoff filters transaction history only. Company summaries and owner relationships show the latest available disclosures. Parser corrections can improve historical records.
| Transaction date | Owner / reported role | Activity / security | Shares / units | Reported price | Reported value | Details |
|---|---|---|---|---|---|---|
| February 23, 2023 Filed Feb 27, 2023 22:12 UTC |
Rivera SergioDirector
|
GrantCommon Stock | 2,627 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-013273 · doc4.xml · nonDerivative · entry 1 Rivera Sergio · CIK 0001560718 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 21,964 F1 · shares: These shares represent deferred stock units that were granted without cash consideration on February 23, 2023 under the Welltower Inc. 2022 Long-Term Incentive Plan. Each deferred stock unit will be settled in common stock upon vesting on February 23, 2024. F1 · price: These shares represent deferred stock units that were granted without cash consideration on February 23, 2023 under the Welltower Inc. 2022 Long-Term Incentive Plan. Each deferred stock unit will be settled in common stock upon vesting on February 23, 2024. Read SEC document |
| February 23, 2023 Filed Feb 27, 2023 22:14 UTC |
Spisso JohneseDirector
|
GrantCommon Stock | 2,627 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-013275 · doc4.xml · nonDerivative · entry 1 Spisso Johnese · CIK 0001760632 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,410 F1 · shares: These shares represent deferred stock units that were granted without cash consideration on February 23, 2023 under the Welltower Inc. 2022 Long-Term Incentive Plan. Each deferred stock unit will be settled in common stock upon vesting on February 23, 2024. F1 · price: These shares represent deferred stock units that were granted without cash consideration on February 23, 2023 under the Welltower Inc. 2022 Long-Term Incentive Plan. Each deferred stock unit will be settled in common stock upon vesting on February 23, 2024. Read SEC document |
| February 23, 2023 Filed Feb 27, 2023 22:16 UTC |
SULLIVAN KATHRYN MDirector
|
GrantOther Stock Units · Derivative | 4,498 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-23-013279 · doc4.xml · derivative · entry 2 SULLIVAN KATHRYN M · CIK 0001272113 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,498 Underlying: Common · 4,498 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 the 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 the 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 the 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 the 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 23, 2023 Filed Feb 27, 2023 22:16 UTC |
SULLIVAN KATHRYN MDirector
|
GrantLTIP Units · Derivative | 4,498 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-23-013279 · doc4.xml · derivative · entry 1 SULLIVAN KATHRYN M · CIK 0001272113 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,498 Underlying: Common · 4,498 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 February 23, 2024, 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 February 23, 2024, 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 February 23, 2024, 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 February 23, 2024, 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 |
| January 15, 2023 Filed Jan 18, 2023 22:14 UTC |
Mitra ShankhCEO & Director
|
Tax withholdingCommon Stock | 586 | $71.15 | $41,693.90 |
DisclosureSEC source: 0001209191-23-003793 · doc4.xml · nonDerivative · entry 1 Mitra Shankh · CIK 0001698445 · CEO & Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 80,948 F1 · shares: Shares withheld upon vesting of restricted stock units to satisfy tax withholding obligations. Read SEC document |
| January 15, 2023 Filed Jan 18, 2023 22:16 UTC |
McHugh TimothyEVP - Chief Financial Officer
|
Tax withholdingCommon Stock | 423 | $71.15 | $30,096.45 |
DisclosureSEC source: 0001209191-23-003795 · doc4.xml · nonDerivative · entry 1 McHugh Timothy · CIK 0001786887 · EVP - Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 23,666 F1 · shares: Shares withheld upon vesting of restricted stock units to satisfy tax withholding obligations. Read SEC document |
| January 15, 2023 Filed Jan 18, 2023 22:17 UTC |
Mcqueen Matthew GrantEVP, Gen.Counsel & Secretary
|
Tax withholdingCommon Stock | 236 | $71.15 | $16,791.40 |
DisclosureSEC source: 0001209191-23-003797 · doc4.xml · nonDerivative · entry 1 Mcqueen Matthew Grant · CIK 0001698645 · EVP, Gen.Counsel & Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 27,611 F1 · shares: Shares withheld upon vesting of restricted stock units to satisfy tax withholding obligations. Read SEC document |
| January 15, 2023 Filed Jan 18, 2023 22:21 UTC |
Menon AyeshaEVP - Wellness Housing & Deve
|
Tax withholdingCommon Stock | 808 | $71.15 | $57,489.20 |
DisclosureSEC source: 0001209191-23-003802 · doc4.xml · nonDerivative · entry 1 Menon Ayesha · CIK 0001807714 · EVP - Wellness Housing & Deve 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,763 F1 · shares: Shares withheld upon vesting of restricted stock units to satisfy tax withholding obligations. Read SEC document |
| January 15, 2023 Filed Jan 18, 2023 22:22 UTC |
Fieweger JoshuaSVP, Chief Accounting Officer
|
Tax withholdingCommon Stock | 315 | $71.15 | $22,412.25 |
DisclosureSEC source: 0001209191-23-003805 · doc4.xml · nonDerivative · entry 1 Fieweger Joshua · CIK 0001734865 · SVP, Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,092 F1 · shares: Shares withheld upon vesting of restricted stock units to satisfy tax withholding obligations. Read SEC document |
| January 04, 2023 Filed Jan 5, 2023 22:02 UTC |
HAWKINS PHILIP LDirector
|
GrantOther Stock Units · Derivative | 6,368 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-23-001935 · doc4.xml · derivative · entry 2 HAWKINS PHILIP L · CIK 0001234375 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,368 Underlying: Common · 6,368 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 the 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 the 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 the 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 the 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 04, 2023 Filed Jan 5, 2023 22:02 UTC |
HAWKINS PHILIP LDirector
|
GrantLTIP Units · Derivative | 6,368 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-23-001935 · doc4.xml · derivative · entry 1 HAWKINS PHILIP L · CIK 0001234375 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,368 Underlying: Common · 6,368 shares Expires not disclosed F1 · derivative.exercise_price: Represents 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 were granted in exchange for the cancelation of certain restricted stock units previously granted to the reporting person that provided for time-based vesting (the "Canceled RSUs"). The vesting schedule for each LTIP Unit is the same as the vesting schedule for the corresponding Canceled RSU. Upon vesting, the LTIP Units are convertible at the reporting person's election into vested 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, of the Issuer ("Common Shares") or the equivalent cash value of Common Shares, as determined by the Issuer. F1 · price: Represents 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 were granted in exchange for the cancelation of certain restricted stock units previously granted to the reporting person that provided for time-based vesting (the "Canceled RSUs"). The vesting schedule for each LTIP Unit is the same as the vesting schedule for the corresponding Canceled RSU. Upon vesting, the LTIP Units are convertible at the reporting person's election into vested 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, of the Issuer ("Common Shares") or the equivalent cash value of Common Shares, as determined by the Issuer. F1 · derivative.exercise_date: Represents 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 were granted in exchange for the cancelation of certain restricted stock units previously granted to the reporting person that provided for time-based vesting (the "Canceled RSUs"). The vesting schedule for each LTIP Unit is the same as the vesting schedule for the corresponding Canceled RSU. Upon vesting, the LTIP Units are convertible at the reporting person's election into vested 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, of the Issuer ("Common Shares") or the equivalent cash value of Common Shares, as determined by the Issuer. F1 · derivative.expiration_date: Represents 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 were granted in exchange for the cancelation of certain restricted stock units previously granted to the reporting person that provided for time-based vesting (the "Canceled RSUs"). The vesting schedule for each LTIP Unit is the same as the vesting schedule for the corresponding Canceled RSU. Upon vesting, the LTIP Units are convertible at the reporting person's election into vested 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, of the Issuer ("Common Shares") or the equivalent cash value of Common Shares, as determined by the Issuer. Read SEC document |
| January 04, 2023 Filed Jan 5, 2023 22:03 UTC |
SULLIVAN KATHRYN MDirector
|
GrantOther Stock Units · Derivative | 2,050 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-23-001938 · doc4.xml · derivative · entry 2 SULLIVAN KATHRYN M · CIK 0001272113 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,050 Underlying: Common · 2,050 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 the 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 the 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 the 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 the 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 04, 2023 Filed Jan 5, 2023 22:03 UTC |
SULLIVAN KATHRYN MDirector
|
GrantLTIP Units · Derivative | 2,050 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-23-001938 · doc4.xml · derivative · entry 1 SULLIVAN KATHRYN M · CIK 0001272113 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,050 Underlying: Common · 2,050 shares Expires not disclosed F1 · derivative.exercise_price: Represents 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 were granted in exchange for the cancelation of certain restricted stock units previously granted to the reporting person that provided for time-based vesting (the "Canceled RSUs"). The vesting schedule for each LTIP Unit is the same as the vesting schedule for the corresponding Canceled RSU. Upon vesting, the LTIP Units are convertible at the reporting person's election into vested 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, of the Issuer ("Common Shares") or the equivalent cash value of Common Shares, as determined by the Issuer. F1 · price: Represents 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 were granted in exchange for the cancelation of certain restricted stock units previously granted to the reporting person that provided for time-based vesting (the "Canceled RSUs"). The vesting schedule for each LTIP Unit is the same as the vesting schedule for the corresponding Canceled RSU. Upon vesting, the LTIP Units are convertible at the reporting person's election into vested 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, of the Issuer ("Common Shares") or the equivalent cash value of Common Shares, as determined by the Issuer. F1 · derivative.exercise_date: Represents 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 were granted in exchange for the cancelation of certain restricted stock units previously granted to the reporting person that provided for time-based vesting (the "Canceled RSUs"). The vesting schedule for each LTIP Unit is the same as the vesting schedule for the corresponding Canceled RSU. Upon vesting, the LTIP Units are convertible at the reporting person's election into vested 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, of the Issuer ("Common Shares") or the equivalent cash value of Common Shares, as determined by the Issuer. F1 · derivative.expiration_date: Represents 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 were granted in exchange for the cancelation of certain restricted stock units previously granted to the reporting person that provided for time-based vesting (the "Canceled RSUs"). The vesting schedule for each LTIP Unit is the same as the vesting schedule for the corresponding Canceled RSU. Upon vesting, the LTIP Units are convertible at the reporting person's election into vested 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, of the Issuer ("Common Shares") or the equivalent cash value of Common Shares, as determined by the Issuer. Read SEC document |
| January 03, 2023 Filed Jan 3, 2023 23:52 UTC |
SULLIVAN KATHRYN MDirector
|
Disposition to issuerCommon Stock | 2,050 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-000433 · doc4.xml · nonDerivative · entry 1 SULLIVAN KATHRYN M · CIK 0001272113 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,598.06 F1 · shares: These restricted stock units (the "RSUs") in respect of shares of common stock, par value $1.00 per share ("Common Shares"), of Welltower Inc. (the "Issuer") were previously granted to the reporting person and provided for time-based vesting. On January 3, 2023, the Issuer canceled the unvested RSUs upon surrender to the Issuer by the reporting person (the "Cancelled RSUs"). F2 · shares: In exchange for the Cancelled RSUs, the reporting person received a replacement award of membership interests in Welltower OP LLC ("Welltower OP"), a subsidiary of 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 vesting schedule for each LTIP Unit is the same as the vesting schedule for the corresponding Cancelled RSU. 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 Common Shares or the equivalent cash value of Common Shares. F3 · shares: (continue from footnote 2) In order to reserve Common Shares to satisfy any such exchange 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 the 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. Read SEC document |
| January 03, 2023 Filed Jan 3, 2023 23:47 UTC |
HAWKINS PHILIP LDirector
|
Disposition to issuerCommon Stock | 6,368 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-000428 · doc4.xml · nonDerivative · entry 2 HAWKINS PHILIP L · CIK 0001234375 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,462 F3 · shares: These restricted stock units (the "RSUs") in respect of shares of common stock, par value $1.00 per share ("Common Shares"), of Welltower Inc. (the "Issuer") were previously granted to the reporting person and provided for time-based vesting. On January 3, 2023, the Issuer canceled the unvested RSUs upon surrender to the Issuer by the reporting person (the "Cancelled RSUs"). F4 · shares: In exchange for the Cancelled RSUs, the reporting person received a replacement award of membership interests in Welltower OP LLC ("Welltower OP"), a subsidiary of 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 vesting schedule for each LTIP Unit is the same as the vesting schedule for the corresponding Cancelled RSU. 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 Common Shares or the equivalent cash value of Common Shares. F5 · shares: (continue from footnote 4) In order to reserve Common Shares to satisfy any such exchange that might occur in the future, the reporting person also received an award of Other Stock Units under the 2022 Plan. The award of the 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. Read SEC document |
| January 03, 2023 Filed Jan 5, 2023 21:48 UTC |
Burkart John F.EVP-Chief Operating Officer
|
GrantOther Stock Units · Derivative | 45,305 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-23-001906 · doc4.xml · derivative · entry 5 Burkart John F. · CIK 0001492460 · EVP-Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 45,305 Underlying: Common · 45,305 shares Expires not disclosed F5 · derivative.exercise_price: Soley 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 the 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. F5 · price: Soley 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 the 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. F5 · derivative.exercise_date: Soley 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 the 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. F5 · derivative.expiration_date: Soley 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 the 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 03, 2023 Filed Jan 5, 2023 21:48 UTC |
Burkart John F.EVP-Chief Operating Officer
|
GrantOption Units · Derivative | 42,898 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-23-001906 · doc4.xml · derivative · entry 4 Burkart John F. · CIK 0001492460 · EVP-Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 42,898 Underlying: Common · 42,898 shares Expires 2032-01-12 F4 · derivative.exercise_price: In exchange for each Canceled Option, the reporting person received a replacement award of membership interests in Welltower OP designated as Option Units ("Option Units"), which Option Units are intended to qualify as profits interests for US federal income tax purposes. The vesting schedule for Option Units is the same as the vesting schedule for the applicable corresponding Canceled Option. Upon vesting, the Option Units are convertible at the reporting person's election into vested LTIP Units that are convertible into OP Units. The resulting OP Units may be exchanged by the reporting person for Common Shares or the equivalent cash value of Common Shares, as determined by the Issuer. F4 · price: In exchange for each Canceled Option, the reporting person received a replacement award of membership interests in Welltower OP designated as Option Units ("Option Units"), which Option Units are intended to qualify as profits interests for US federal income tax purposes. The vesting schedule for Option Units is the same as the vesting schedule for the applicable corresponding Canceled Option. Upon vesting, the Option Units are convertible at the reporting person's election into vested LTIP Units that are convertible into OP Units. The resulting OP Units may be exchanged by the reporting person for Common Shares or the equivalent cash value of Common Shares, as determined by the Issuer. F4 · derivative.exercise_date: In exchange for each Canceled Option, the reporting person received a replacement award of membership interests in Welltower OP designated as Option Units ("Option Units"), which Option Units are intended to qualify as profits interests for US federal income tax purposes. The vesting schedule for Option Units is the same as the vesting schedule for the applicable corresponding Canceled Option. Upon vesting, the Option Units are convertible at the reporting person's election into vested LTIP Units that are convertible into OP Units. The resulting OP Units may be exchanged by the reporting person for Common Shares or the equivalent cash value of Common Shares, as determined by the Issuer. Read SEC document |
| January 03, 2023 Filed Jan 5, 2023 21:48 UTC |
Burkart John F.EVP-Chief Operating Officer
|
Disposition to issuerEmployee Stock Option (right to buy) · Derivative | 42,898 | Not disclosed Strike: $86.31 | Not disclosed |
DisclosureSEC source: 0001209191-23-001906 · doc4.xml · derivative · entry 3 Burkart John F. · CIK 0001492460 · EVP-Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common · 42,898 shares Expires 2032-01-12 F4 · price: In exchange for each Canceled Option, the reporting person received a replacement award of membership interests in Welltower OP designated as Option Units ("Option Units"), which Option Units are intended to qualify as profits interests for US federal income tax purposes. The vesting schedule for Option Units is the same as the vesting schedule for the applicable corresponding Canceled Option. Upon vesting, the Option Units are convertible at the reporting person's election into vested LTIP Units that are convertible into OP Units. The resulting OP Units may be exchanged by the reporting person for Common Shares or the equivalent cash value of Common Shares, as determined by the Issuer. F3 · derivative.exercise_date: This option to purchase 42,898 Common Shares of the Issuer was previously granted to the reporting person and provided for time-based vesting. On January 3, 2023, the Issuer canceled the unvested portion of the option upon surrender to the Issuer by the reporting person (the "Canceled Option"). Read SEC document |
| January 03, 2023 Filed Jan 5, 2023 21:48 UTC |
Burkart John F.EVP-Chief Operating Officer
|
GrantLTIP Units · Derivative | 2,407 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-23-001906 · doc4.xml · derivative · entry 2 Burkart John F. · CIK 0001492460 · EVP-Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,407 Underlying: Common · 2,407 shares Expires not disclosed F2 · derivative.exercise_price: In exchange for the Canceled RSUs, the reporting person received a replacement award of membership interests in Welltower OP LLC ("Welltower OP"), a subsidiary of 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 vesting schedule for each LTIP Unit is the same as the vesting schedule for the corresponding Canceled RSU. 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 Common Shares or the equivalent cash value of Common Shares, as determined by the Issuer. F2 · price: In exchange for the Canceled RSUs, the reporting person received a replacement award of membership interests in Welltower OP LLC ("Welltower OP"), a subsidiary of 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 vesting schedule for each LTIP Unit is the same as the vesting schedule for the corresponding Canceled RSU. 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 Common Shares or the equivalent cash value of Common Shares, as determined by the Issuer. F2 · derivative.exercise_date: In exchange for the Canceled RSUs, the reporting person received a replacement award of membership interests in Welltower OP LLC ("Welltower OP"), a subsidiary of 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 vesting schedule for each LTIP Unit is the same as the vesting schedule for the corresponding Canceled RSU. 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 Common Shares or the equivalent cash value of Common Shares, as determined by the Issuer. F2 · derivative.expiration_date: In exchange for the Canceled RSUs, the reporting person received a replacement award of membership interests in Welltower OP LLC ("Welltower OP"), a subsidiary of 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 vesting schedule for each LTIP Unit is the same as the vesting schedule for the corresponding Canceled RSU. 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 Common Shares or the equivalent cash value of Common Shares, as determined by the Issuer. Read SEC document |
| January 03, 2023 Filed Jan 5, 2023 21:48 UTC |
Burkart John F.EVP-Chief Operating Officer
|
Disposition to issuerCommon Stock | 2,407 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-001906 · doc4.xml · nonDerivative · entry 1 Burkart John F. · CIK 0001492460 · EVP-Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 864 F1 · shares: These restricted stock units (the "RSUs") in respect of shares of common stock, par value $1.00 per share ("Common Shares"), of Welltower Inc. (the "Issuer") were previously granted to the reporting person and provided for time-based vesting. On January 3, 2023, the Issuer canceled the unvested RSUs upon surrender to the Issuer by the reporting person (the "Canceled RSUs"). Read SEC document |
| January 03, 2023 Filed Jan 5, 2023 21:55 UTC |
McHugh TimothyEVP - Chief Financial Officer
|
GrantOther Stock Units · Derivative | 50,788 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-23-001918 · doc4.xml · derivative · entry 8 McHugh Timothy · CIK 0001786887 · EVP - Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 50,788 Underlying: Common · 50,788 shares Expires not disclosed F7 · derivative.exercise_price: Soley 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 the 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. F7 · price: Soley 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 the 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. F7 · derivative.exercise_date: Soley 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 the 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. F7 · derivative.expiration_date: Soley 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 the 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 03, 2023 Filed Jan 5, 2023 21:55 UTC |
McHugh TimothyEVP - Chief Financial Officer
|
GrantOption Units · Derivative | 16,683 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-23-001918 · doc4.xml · derivative · entry 7 McHugh Timothy · CIK 0001786887 · EVP - Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,683 Underlying: Common · 16,683 shares Expires 2032-01-12 F5 · derivative.exercise_price: In exchange for each Canceled Option (as defined below), the reporting person received a replacement award of membership interests in Welltower OP designated as Option Units ("Option Units"), which Option Units are intended to qualify as profits interests for US federal income tax purposes. The vesting schedule for Option Units is the same as the vesting schedule for the applicable corresponding Canceled Option. Upon vesting, the Option Units are convertible at the reporting person's election into vested LTIP Units that are convertible into OP Units. The resulting OP Units may be exchanged by the reporting person for Common Shares or the equivalent cash value of Common Shares, as determined by the Issuer. F5 · price: In exchange for each Canceled Option (as defined below), the reporting person received a replacement award of membership interests in Welltower OP designated as Option Units ("Option Units"), which Option Units are intended to qualify as profits interests for US federal income tax purposes. The vesting schedule for Option Units is the same as the vesting schedule for the applicable corresponding Canceled Option. Upon vesting, the Option Units are convertible at the reporting person's election into vested LTIP Units that are convertible into OP Units. The resulting OP Units may be exchanged by the reporting person for Common Shares or the equivalent cash value of Common Shares, as determined by the Issuer. F5 · derivative.exercise_date: In exchange for each Canceled Option (as defined below), the reporting person received a replacement award of membership interests in Welltower OP designated as Option Units ("Option Units"), which Option Units are intended to qualify as profits interests for US federal income tax purposes. The vesting schedule for Option Units is the same as the vesting schedule for the applicable corresponding Canceled Option. Upon vesting, the Option Units are convertible at the reporting person's election into vested LTIP Units that are convertible into OP Units. The resulting OP Units may be exchanged by the reporting person for Common Shares or the equivalent cash value of Common Shares, as determined by the Issuer. Read SEC document |
| January 03, 2023 Filed Jan 5, 2023 21:55 UTC |
McHugh TimothyEVP - Chief Financial Officer
|
GrantOption Units · Derivative | 15,216 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-23-001918 · doc4.xml · derivative · entry 6 McHugh Timothy · CIK 0001786887 · EVP - Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,216 Underlying: Common · 15,216 shares Expires 2031-02-15 F5 · derivative.exercise_price: In exchange for each Canceled Option (as defined below), the reporting person received a replacement award of membership interests in Welltower OP designated as Option Units ("Option Units"), which Option Units are intended to qualify as profits interests for US federal income tax purposes. The vesting schedule for Option Units is the same as the vesting schedule for the applicable corresponding Canceled Option. Upon vesting, the Option Units are convertible at the reporting person's election into vested LTIP Units that are convertible into OP Units. The resulting OP Units may be exchanged by the reporting person for Common Shares or the equivalent cash value of Common Shares, as determined by the Issuer. F5 · price: In exchange for each Canceled Option (as defined below), the reporting person received a replacement award of membership interests in Welltower OP designated as Option Units ("Option Units"), which Option Units are intended to qualify as profits interests for US federal income tax purposes. The vesting schedule for Option Units is the same as the vesting schedule for the applicable corresponding Canceled Option. Upon vesting, the Option Units are convertible at the reporting person's election into vested LTIP Units that are convertible into OP Units. The resulting OP Units may be exchanged by the reporting person for Common Shares or the equivalent cash value of Common Shares, as determined by the Issuer. F5 · derivative.exercise_date: In exchange for each Canceled Option (as defined below), the reporting person received a replacement award of membership interests in Welltower OP designated as Option Units ("Option Units"), which Option Units are intended to qualify as profits interests for US federal income tax purposes. The vesting schedule for Option Units is the same as the vesting schedule for the applicable corresponding Canceled Option. Upon vesting, the Option Units are convertible at the reporting person's election into vested LTIP Units that are convertible into OP Units. The resulting OP Units may be exchanged by the reporting person for Common Shares or the equivalent cash value of Common Shares, as determined by the Issuer. Read SEC document |
| January 03, 2023 Filed Jan 5, 2023 21:55 UTC |
McHugh TimothyEVP - Chief Financial Officer
|
Disposition to issuerEmployee Stock Option (right to buy) · Derivative | 16,683 | Not disclosed Strike: $86.31 | Not disclosed |
DisclosureSEC source: 0001209191-23-001918 · doc4.xml · derivative · entry 5 McHugh Timothy · CIK 0001786887 · EVP - Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common · 16,683 shares Expires 2032-01-12 F5 · price: In exchange for each Canceled Option (as defined below), the reporting person received a replacement award of membership interests in Welltower OP designated as Option Units ("Option Units"), which Option Units are intended to qualify as profits interests for US federal income tax purposes. The vesting schedule for Option Units is the same as the vesting schedule for the applicable corresponding Canceled Option. Upon vesting, the Option Units are convertible at the reporting person's election into vested LTIP Units that are convertible into OP Units. The resulting OP Units may be exchanged by the reporting person for Common Shares or the equivalent cash value of Common Shares, as determined by the Issuer. F6 · derivative.exercise_date: This option to purchase 16,683 Common Shares of the Issuer was previously granted to the reporting person and provided for time-based vesting. On January 3, 2023, the Issuer canceled the unvested portion of the option upon surrender to the Issuer by the reporting person (each such canceled option as described in Footnotes 4 and 6 herein, a "Canceled Option"). Read SEC document |
| January 03, 2023 Filed Jan 5, 2023 21:55 UTC |
McHugh TimothyEVP - Chief Financial Officer
|
Disposition to issuerEmployee Stock Option (right to buy) · Derivative | 15,216 | Not disclosed Strike: $67.17 | Not disclosed |
DisclosureSEC source: 0001209191-23-001918 · doc4.xml · derivative · entry 4 McHugh Timothy · CIK 0001786887 · EVP - Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common · 15,216 shares Expires 2031-02-15 F5 · price: In exchange for each Canceled Option (as defined below), the reporting person received a replacement award of membership interests in Welltower OP designated as Option Units ("Option Units"), which Option Units are intended to qualify as profits interests for US federal income tax purposes. The vesting schedule for Option Units is the same as the vesting schedule for the applicable corresponding Canceled Option. Upon vesting, the Option Units are convertible at the reporting person's election into vested LTIP Units that are convertible into OP Units. The resulting OP Units may be exchanged by the reporting person for Common Shares or the equivalent cash value of Common Shares, as determined by the Issuer. F4 · derivative.exercise_date: This option to purchase 15,216 Common Shares of the Issuer was previously granted to the reporting person and provided for time-based vesting. On January 3, 2023, the Issuer canceled the unvested portion of the option upon surrender to the Issuer by the reporting person. Read SEC document |
| January 03, 2023 Filed Jan 5, 2023 21:55 UTC |
McHugh TimothyEVP - Chief Financial Officer
|
GrantLTIP Units · Derivative | 18,889 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-23-001918 · doc4.xml · derivative · entry 3 McHugh Timothy · CIK 0001786887 · EVP - Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,889 Underlying: Common · 18,889 shares Expires not disclosed F3 · derivative.exercise_price: In exchange for the Canceled RSUs, the reporting person received a replacement award of membership interests in Welltower OP LLC ("Welltower OP"), a subsidiary of 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 vesting schedule for each LTIP Unit is the same as the vesting schedule for the corresponding Canceled RSU. 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 Common Shares or the equivalent cash value of Common Shares, as determined by the Issuer. F3 · price: In exchange for the Canceled RSUs, the reporting person received a replacement award of membership interests in Welltower OP LLC ("Welltower OP"), a subsidiary of 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 vesting schedule for each LTIP Unit is the same as the vesting schedule for the corresponding Canceled RSU. 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 Common Shares or the equivalent cash value of Common Shares, as determined by the Issuer. F3 · derivative.exercise_date: In exchange for the Canceled RSUs, the reporting person received a replacement award of membership interests in Welltower OP LLC ("Welltower OP"), a subsidiary of 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 vesting schedule for each LTIP Unit is the same as the vesting schedule for the corresponding Canceled RSU. 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 Common Shares or the equivalent cash value of Common Shares, as determined by the Issuer. F3 · derivative.expiration_date: In exchange for the Canceled RSUs, the reporting person received a replacement award of membership interests in Welltower OP LLC ("Welltower OP"), a subsidiary of 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 vesting schedule for each LTIP Unit is the same as the vesting schedule for the corresponding Canceled RSU. 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 Common Shares or the equivalent cash value of Common Shares, as determined by the Issuer. Read SEC document |
| January 03, 2023 Filed Jan 5, 2023 21:55 UTC |
McHugh TimothyEVP - Chief Financial Officer
|
Disposition to issuerCommon Stock | 18,889 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-001918 · doc4.xml · nonDerivative · entry 1 McHugh Timothy · CIK 0001786887 · EVP - Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 24,089 F1 · shares: These restricted stock units (the "RSUs") in respect of shares of common stock, par value $1.00 per share ("Common Shares"), of Welltower Inc. (the "Issuer") were previously granted to the reporting person and provided for time-based vesting. On January 3, 2023, the Issuer canceled the unvested RSUs upon surrender to the Issuer by the reporting person (the "Canceled RSUs"). Read SEC document |
| January 03, 2023 Filed Jan 5, 2023 21:56 UTC |
Mcqueen Matthew GrantEVP, Gen.Counsel & Secretary
|
GrantOther Stock Units · Derivative | 15,562 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-23-001919 · doc4.xml · derivative · entry 5 Mcqueen Matthew Grant · CIK 0001698645 · EVP, Gen.Counsel & Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,562 Underlying: Common · 15,562 shares Expires not disclosed F5 · derivative.exercise_price: Soley 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 the 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. F5 · price: Soley 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 the 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. F5 · derivative.exercise_date: Soley 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 the 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. F5 · derivative.expiration_date: Soley 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 the 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 03, 2023 Filed Jan 5, 2023 21:56 UTC |
Mcqueen Matthew GrantEVP, Gen.Counsel & Secretary
|
GrantOption Units · Derivative | 7,685 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-23-001919 · doc4.xml · derivative · entry 4 Mcqueen Matthew Grant · CIK 0001698645 · EVP, Gen.Counsel & Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,685 Underlying: Common · 7,685 shares Expires 2031-02-15 F4 · derivative.exercise_price: In exchange for each Canceled Option, the reporting person received a replacement award of membership interests in Welltower OP designated as Option Units ("Option Units"), which Option Units are intended to qualify as profits interests for US federal income tax purposes. The vesting schedule for Option Units is the same as the vesting schedule for the applicable corresponding Canceled Option. Upon vesting, the Option Units are convertible at the reporting person's election into vested LTIP Units that are convertible into OP Units. The resulting OP Units may be exchanged by the reporting person for Common Shares or the equivalent cash value of Common Shares, as determined by the Issuer. F4 · price: In exchange for each Canceled Option, the reporting person received a replacement award of membership interests in Welltower OP designated as Option Units ("Option Units"), which Option Units are intended to qualify as profits interests for US federal income tax purposes. The vesting schedule for Option Units is the same as the vesting schedule for the applicable corresponding Canceled Option. Upon vesting, the Option Units are convertible at the reporting person's election into vested LTIP Units that are convertible into OP Units. The resulting OP Units may be exchanged by the reporting person for Common Shares or the equivalent cash value of Common Shares, as determined by the Issuer. F4 · derivative.exercise_date: In exchange for each Canceled Option, the reporting person received a replacement award of membership interests in Welltower OP designated as Option Units ("Option Units"), which Option Units are intended to qualify as profits interests for US federal income tax purposes. The vesting schedule for Option Units is the same as the vesting schedule for the applicable corresponding Canceled Option. Upon vesting, the Option Units are convertible at the reporting person's election into vested LTIP Units that are convertible into OP Units. The resulting OP Units may be exchanged by the reporting person for Common Shares or the equivalent cash value of Common Shares, as determined by the Issuer. Read SEC document |
| January 03, 2023 Filed Jan 5, 2023 21:56 UTC |
Mcqueen Matthew GrantEVP, Gen.Counsel & Secretary
|
Disposition to issuerEmployee Stock Option (right to buy) · Derivative | 7,685 | Not disclosed Strike: $67.17 | Not disclosed |
DisclosureSEC source: 0001209191-23-001919 · doc4.xml · derivative · entry 3 Mcqueen Matthew Grant · CIK 0001698645 · EVP, Gen.Counsel & Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common · 7,685 shares Expires 2031-02-15 F4 · price: In exchange for each Canceled Option, the reporting person received a replacement award of membership interests in Welltower OP designated as Option Units ("Option Units"), which Option Units are intended to qualify as profits interests for US federal income tax purposes. The vesting schedule for Option Units is the same as the vesting schedule for the applicable corresponding Canceled Option. Upon vesting, the Option Units are convertible at the reporting person's election into vested LTIP Units that are convertible into OP Units. The resulting OP Units may be exchanged by the reporting person for Common Shares or the equivalent cash value of Common Shares, as determined by the Issuer. F3 · derivative.exercise_date: This option to purchase 7,685 Common Shares of the Issuer was previously granted to the reporting person and provided for time-based vesting. On January 3, 2023, the Issuer canceled the unvested portion of the option upon surrender to the Issuer by the reporting person (the "Canceled Option"). Read SEC document |
| January 03, 2023 Filed Jan 5, 2023 21:56 UTC |
Mcqueen Matthew GrantEVP, Gen.Counsel & Secretary
|
GrantLTIP Units · Derivative | 7,877 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-23-001919 · doc4.xml · derivative · entry 2 Mcqueen Matthew Grant · CIK 0001698645 · EVP, Gen.Counsel & Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,877 Underlying: Common · 7,877 shares Expires not disclosed F2 · derivative.exercise_price: In exchange for the Canceled RSUs, the reporting person received a replacement award of membership interests in Welltower OP LLC ("Welltower OP"), a subsidiary of 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 vesting schedule for each LTIP Unit is the same as the vesting schedule for the corresponding Canceled RSU. 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 Common Shares or the equivalent cash value of Common Shares, as determined by the Issuer. F2 · price: In exchange for the Canceled RSUs, the reporting person received a replacement award of membership interests in Welltower OP LLC ("Welltower OP"), a subsidiary of 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 vesting schedule for each LTIP Unit is the same as the vesting schedule for the corresponding Canceled RSU. 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 Common Shares or the equivalent cash value of Common Shares, as determined by the Issuer. F2 · derivative.exercise_date: In exchange for the Canceled RSUs, the reporting person received a replacement award of membership interests in Welltower OP LLC ("Welltower OP"), a subsidiary of 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 vesting schedule for each LTIP Unit is the same as the vesting schedule for the corresponding Canceled RSU. 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 Common Shares or the equivalent cash value of Common Shares, as determined by the Issuer. F2 · derivative.expiration_date: In exchange for the Canceled RSUs, the reporting person received a replacement award of membership interests in Welltower OP LLC ("Welltower OP"), a subsidiary of 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 vesting schedule for each LTIP Unit is the same as the vesting schedule for the corresponding Canceled RSU. 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 Common Shares or the equivalent cash value of Common Shares, as determined by the Issuer. Read SEC document |
| January 03, 2023 Filed Jan 5, 2023 21:56 UTC |
Mcqueen Matthew GrantEVP, Gen.Counsel & Secretary
|
Disposition to issuerCommon Stock | 7,877 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-001919 · doc4.xml · nonDerivative · entry 1 Mcqueen Matthew Grant · CIK 0001698645 · EVP, Gen.Counsel & Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 27,847 F1 · shares: These restricted stock units (the "RSUs") in respect of shares of common stock, par value $1.00 per share ("Common Shares"), of Welltower Inc. (the "Issuer") were previously granted to the reporting person and provided for time-based vesting. On January 3, 2023, the Issuer canceled the unvested RSUs upon surrender to the Issuer by the reporting person (the "Canceled RSUs"). Read SEC document |
| January 03, 2023 Filed Jan 5, 2023 21:58 UTC |
Menon AyeshaSVP - Strategic Investments
|
GrantOther Stock Units · Derivative | 20,555 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-23-001921 · doc4.xml · derivative · entry 7 Menon Ayesha · CIK 0001807714 · SVP - Strategic Investments 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,555 Underlying: Common · 20,555 shares Expires not disclosed F6 · derivative.exercise_price: Soley 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 the 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. F6 · price: Soley 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 the 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. F6 · derivative.exercise_date: Soley 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 the 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. F6 · derivative.expiration_date: Soley 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 the 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 03, 2023 Filed Jan 5, 2023 21:58 UTC |
Menon AyeshaSVP - Strategic Investments
|
GrantOption Units · Derivative | 8,223 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-23-001921 · doc4.xml · derivative · entry 6 Menon Ayesha · CIK 0001807714 · SVP - Strategic Investments 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,223 Underlying: Common · 8,223 shares Expires 2032-01-11 F4 · derivative.exercise_price: In exchange for each Canceled Option (as defined below), the reporting person received a replacement award of membership interests in Welltower OP designated as Option Units ("Option Units"), which Option Units are intended to qualify as profits interests for US federal income tax purposes. The vesting schedule for Option Units is the same as the vesting schedule for the applicable corresponding Canceled Option. Upon vesting, the Option Units are convertible at the reporting person's election into vested LTIP Units that are convertible into OP Units. The resulting OP Units may be exchanged by the reporting person for Common Shares or the equivalent cash value of Common Shares, as determined by the Issuer. F4 · price: In exchange for each Canceled Option (as defined below), the reporting person received a replacement award of membership interests in Welltower OP designated as Option Units ("Option Units"), which Option Units are intended to qualify as profits interests for US federal income tax purposes. The vesting schedule for Option Units is the same as the vesting schedule for the applicable corresponding Canceled Option. Upon vesting, the Option Units are convertible at the reporting person's election into vested LTIP Units that are convertible into OP Units. The resulting OP Units may be exchanged by the reporting person for Common Shares or the equivalent cash value of Common Shares, as determined by the Issuer. F4 · derivative.exercise_date: In exchange for each Canceled Option (as defined below), the reporting person received a replacement award of membership interests in Welltower OP designated as Option Units ("Option Units"), which Option Units are intended to qualify as profits interests for US federal income tax purposes. The vesting schedule for Option Units is the same as the vesting schedule for the applicable corresponding Canceled Option. Upon vesting, the Option Units are convertible at the reporting person's election into vested LTIP Units that are convertible into OP Units. The resulting OP Units may be exchanged by the reporting person for Common Shares or the equivalent cash value of Common Shares, as determined by the Issuer. Read SEC document |
| January 03, 2023 Filed Jan 5, 2023 21:58 UTC |
Menon AyeshaSVP - Strategic Investments
|
GrantOption Units · Derivative | 7,685 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-23-001921 · doc4.xml · derivative · entry 5 Menon Ayesha · CIK 0001807714 · SVP - Strategic Investments 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,685 Underlying: Common · 7,685 shares Expires 2031-02-15 F4 · derivative.exercise_price: In exchange for each Canceled Option (as defined below), the reporting person received a replacement award of membership interests in Welltower OP designated as Option Units ("Option Units"), which Option Units are intended to qualify as profits interests for US federal income tax purposes. The vesting schedule for Option Units is the same as the vesting schedule for the applicable corresponding Canceled Option. Upon vesting, the Option Units are convertible at the reporting person's election into vested LTIP Units that are convertible into OP Units. The resulting OP Units may be exchanged by the reporting person for Common Shares or the equivalent cash value of Common Shares, as determined by the Issuer. F4 · price: In exchange for each Canceled Option (as defined below), the reporting person received a replacement award of membership interests in Welltower OP designated as Option Units ("Option Units"), which Option Units are intended to qualify as profits interests for US federal income tax purposes. The vesting schedule for Option Units is the same as the vesting schedule for the applicable corresponding Canceled Option. Upon vesting, the Option Units are convertible at the reporting person's election into vested LTIP Units that are convertible into OP Units. The resulting OP Units may be exchanged by the reporting person for Common Shares or the equivalent cash value of Common Shares, as determined by the Issuer. F4 · derivative.exercise_date: In exchange for each Canceled Option (as defined below), the reporting person received a replacement award of membership interests in Welltower OP designated as Option Units ("Option Units"), which Option Units are intended to qualify as profits interests for US federal income tax purposes. The vesting schedule for Option Units is the same as the vesting schedule for the applicable corresponding Canceled Option. Upon vesting, the Option Units are convertible at the reporting person's election into vested LTIP Units that are convertible into OP Units. The resulting OP Units may be exchanged by the reporting person for Common Shares or the equivalent cash value of Common Shares, as determined by the Issuer. Read SEC document |
| January 03, 2023 Filed Jan 5, 2023 21:58 UTC |
Menon AyeshaSVP - Strategic Investments
|
Disposition to issuerEmployee Stock Option (right to buy) · Derivative | 8,223 | Not disclosed Strike: $86.31 | Not disclosed |
DisclosureSEC source: 0001209191-23-001921 · doc4.xml · derivative · entry 4 Menon Ayesha · CIK 0001807714 · SVP - Strategic Investments 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common · 8,223 shares Expires 2032-01-11 F4 · price: In exchange for each Canceled Option (as defined below), the reporting person received a replacement award of membership interests in Welltower OP designated as Option Units ("Option Units"), which Option Units are intended to qualify as profits interests for US federal income tax purposes. The vesting schedule for Option Units is the same as the vesting schedule for the applicable corresponding Canceled Option. Upon vesting, the Option Units are convertible at the reporting person's election into vested LTIP Units that are convertible into OP Units. The resulting OP Units may be exchanged by the reporting person for Common Shares or the equivalent cash value of Common Shares, as determined by the Issuer. F5 · derivative.exercise_date: This option to purchase 8,223 Common Shares of the Issuer was previously granted to the reporting person and provided for time-based vesting. On January 3, 2023, the Issuer canceled the unvested portion of the option upon surrender to the Issuer by the reporting person (each such canceled option as described in Footnotes 3 and 5 herein, a "Canceled Option"). Read SEC document |
| January 03, 2023 Filed Jan 5, 2023 21:58 UTC |
Menon AyeshaSVP - Strategic Investments
|
Disposition to issuerEmployee Stock Option (right to buy) · Derivative | 7,685 | Not disclosed Strike: $67.17 | Not disclosed |
DisclosureSEC source: 0001209191-23-001921 · doc4.xml · derivative · entry 3 Menon Ayesha · CIK 0001807714 · SVP - Strategic Investments 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common · 7,685 shares Expires 2031-02-15 F4 · price: In exchange for each Canceled Option (as defined below), the reporting person received a replacement award of membership interests in Welltower OP designated as Option Units ("Option Units"), which Option Units are intended to qualify as profits interests for US federal income tax purposes. The vesting schedule for Option Units is the same as the vesting schedule for the applicable corresponding Canceled Option. Upon vesting, the Option Units are convertible at the reporting person's election into vested LTIP Units that are convertible into OP Units. The resulting OP Units may be exchanged by the reporting person for Common Shares or the equivalent cash value of Common Shares, as determined by the Issuer. F3 · derivative.exercise_date: This option to purchase 7,685 Common Shares of the Issuer was previously granted to the reporting person and provided for time-based vesting. On January 3, 2023, the Issuer canceled the unvested portion of the option upon surrender to the Issuer by the reporting person. Read SEC document |
| January 03, 2023 Filed Jan 5, 2023 21:58 UTC |
Menon AyeshaSVP - Strategic Investments
|
GrantLTIP Units · Derivative | 4,647 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-23-001921 · doc4.xml · derivative · entry 2 Menon Ayesha · CIK 0001807714 · SVP - Strategic Investments 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,647 Underlying: Common · 4,647 shares Expires not disclosed F2 · derivative.exercise_price: In exchange for the Canceled RSUs, the reporting person received a replacement award of membership interests in Welltower OP LLC ("Welltower OP"), a subsidiary of 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 vesting schedule for each LTIP Unit is the same as the vesting schedule for the corresponding Canceled RSU. 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 Common Shares or the equivalent cash value of Common Shares, as determined by the Issuer. F2 · price: In exchange for the Canceled RSUs, the reporting person received a replacement award of membership interests in Welltower OP LLC ("Welltower OP"), a subsidiary of 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 vesting schedule for each LTIP Unit is the same as the vesting schedule for the corresponding Canceled RSU. 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 Common Shares or the equivalent cash value of Common Shares, as determined by the Issuer. F2 · derivative.exercise_date: In exchange for the Canceled RSUs, the reporting person received a replacement award of membership interests in Welltower OP LLC ("Welltower OP"), a subsidiary of 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 vesting schedule for each LTIP Unit is the same as the vesting schedule for the corresponding Canceled RSU. 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 Common Shares or the equivalent cash value of Common Shares, as determined by the Issuer. F2 · derivative.expiration_date: In exchange for the Canceled RSUs, the reporting person received a replacement award of membership interests in Welltower OP LLC ("Welltower OP"), a subsidiary of 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 vesting schedule for each LTIP Unit is the same as the vesting schedule for the corresponding Canceled RSU. 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 Common Shares or the equivalent cash value of Common Shares, as determined by the Issuer. Read SEC document |
| January 03, 2023 Filed Jan 5, 2023 21:58 UTC |
Menon AyeshaSVP - Strategic Investments
|
Disposition to issuerCommon Stock | 4,647 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-001921 · doc4.xml · nonDerivative · entry 1 Menon Ayesha · CIK 0001807714 · SVP - Strategic Investments 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,571 F1 · shares: These restricted stock units (the "RSUs") in respect of shares of common stock, par value $1.00 per share ("Common Shares"), of Welltower Inc. (the "Issuer") were previously granted to the reporting person and provided for time-based vesting. On January 3, 2023, the Issuer canceled the unvested RSUs upon surrender to the Issuer by the reporting person (the "Canceled RSUs"). Read SEC document |
| January 03, 2023 Filed Jan 5, 2023 22:00 UTC |
Mitra ShankhCEO & Director
|
GrantOther Stock Units · Derivative | 224,150 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-23-001922 · doc4.xml · derivative · entry 8 Mitra Shankh · CIK 0001698445 · CEO & Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 224,150 Underlying: Common · 224,150 shares Expires not disclosed F7 · 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 the 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. F7 · 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 the 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. F7 · 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 the 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. F7 · 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 the 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 03, 2023 Filed Jan 5, 2023 22:00 UTC |
Mitra ShankhCEO & Director
|
GrantOption Units · Derivative | 128,694 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-23-001922 · doc4.xml · derivative · entry 7 Mitra Shankh · CIK 0001698445 · CEO & Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 128,694 Underlying: Common · 128,694 shares Expires 2032-01-11 F5 · derivative.exercise_price: In exchange for each Canceled Option (as defined below), the reporting person received a replacement award of membership interests in Welltower OP designated as Option Units ("Option Units"), which Option Units are intended to qualify as profits interests for US federal income tax purposes. The vesting schedule for Option Units is the same as the vesting schedule for the applicable corresponding Canceled Option. Upon vesting, the Option Units are convertible at the reporting person's election into vested LTIP Units that are convertible into OP Units. The resulting OP Units may be exchanged by the reporting person for Common Shares or the equivalent cash value of Common Shares, as determined by the Issuer. F5 · price: In exchange for each Canceled Option (as defined below), the reporting person received a replacement award of membership interests in Welltower OP designated as Option Units ("Option Units"), which Option Units are intended to qualify as profits interests for US federal income tax purposes. The vesting schedule for Option Units is the same as the vesting schedule for the applicable corresponding Canceled Option. Upon vesting, the Option Units are convertible at the reporting person's election into vested LTIP Units that are convertible into OP Units. The resulting OP Units may be exchanged by the reporting person for Common Shares or the equivalent cash value of Common Shares, as determined by the Issuer. F5 · derivative.exercise_date: In exchange for each Canceled Option (as defined below), the reporting person received a replacement award of membership interests in Welltower OP designated as Option Units ("Option Units"), which Option Units are intended to qualify as profits interests for US federal income tax purposes. The vesting schedule for Option Units is the same as the vesting schedule for the applicable corresponding Canceled Option. Upon vesting, the Option Units are convertible at the reporting person's election into vested LTIP Units that are convertible into OP Units. The resulting OP Units may be exchanged by the reporting person for Common Shares or the equivalent cash value of Common Shares, as determined by the Issuer. Read SEC document |
| January 03, 2023 Filed Jan 5, 2023 22:00 UTC |
Mitra ShankhCEO & Director
|
GrantOption Units · Derivative | 76,849 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-23-001922 · doc4.xml · derivative · entry 6 Mitra Shankh · CIK 0001698445 · CEO & Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 76,849 Underlying: Common · 76,849 shares Expires 2031-02-15 F5 · derivative.exercise_price: In exchange for each Canceled Option (as defined below), the reporting person received a replacement award of membership interests in Welltower OP designated as Option Units ("Option Units"), which Option Units are intended to qualify as profits interests for US federal income tax purposes. The vesting schedule for Option Units is the same as the vesting schedule for the applicable corresponding Canceled Option. Upon vesting, the Option Units are convertible at the reporting person's election into vested LTIP Units that are convertible into OP Units. The resulting OP Units may be exchanged by the reporting person for Common Shares or the equivalent cash value of Common Shares, as determined by the Issuer. F5 · price: In exchange for each Canceled Option (as defined below), the reporting person received a replacement award of membership interests in Welltower OP designated as Option Units ("Option Units"), which Option Units are intended to qualify as profits interests for US federal income tax purposes. The vesting schedule for Option Units is the same as the vesting schedule for the applicable corresponding Canceled Option. Upon vesting, the Option Units are convertible at the reporting person's election into vested LTIP Units that are convertible into OP Units. The resulting OP Units may be exchanged by the reporting person for Common Shares or the equivalent cash value of Common Shares, as determined by the Issuer. F5 · derivative.exercise_date: In exchange for each Canceled Option (as defined below), the reporting person received a replacement award of membership interests in Welltower OP designated as Option Units ("Option Units"), which Option Units are intended to qualify as profits interests for US federal income tax purposes. The vesting schedule for Option Units is the same as the vesting schedule for the applicable corresponding Canceled Option. Upon vesting, the Option Units are convertible at the reporting person's election into vested LTIP Units that are convertible into OP Units. The resulting OP Units may be exchanged by the reporting person for Common Shares or the equivalent cash value of Common Shares, as determined by the Issuer. Read SEC document |
| January 03, 2023 Filed Jan 5, 2023 22:00 UTC |
Mitra ShankhCEO & Director
|
Disposition to issuerEmployee Stock Option (right to buy) · Derivative | 128,694 | Not disclosed Strike: $86.31 | Not disclosed |
DisclosureSEC source: 0001209191-23-001922 · doc4.xml · derivative · entry 5 Mitra Shankh · CIK 0001698445 · CEO & Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common · 128,694 shares Expires 2032-01-11 F5 · price: In exchange for each Canceled Option (as defined below), the reporting person received a replacement award of membership interests in Welltower OP designated as Option Units ("Option Units"), which Option Units are intended to qualify as profits interests for US federal income tax purposes. The vesting schedule for Option Units is the same as the vesting schedule for the applicable corresponding Canceled Option. Upon vesting, the Option Units are convertible at the reporting person's election into vested LTIP Units that are convertible into OP Units. The resulting OP Units may be exchanged by the reporting person for Common Shares or the equivalent cash value of Common Shares, as determined by the Issuer. F6 · derivative.exercise_date: This option to purchase 128,694 Common Shares of the Issuer was previously granted to the reporting person and provided for time-based vesting. On January 3, 2023, the Issuer canceled the unvested portion of the option upon surrender to the Issuer by the reporting person (each such canceled option as described in Footnotes 4 and 6 herein, a "Canceled Option"). Read SEC document |
| January 03, 2023 Filed Jan 5, 2023 22:00 UTC |
Mitra ShankhCEO & Director
|
Disposition to issuerEmployee Stock Option (right to buy) · Derivative | 76,849 | Not disclosed Strike: $67.17 | Not disclosed |
DisclosureSEC source: 0001209191-23-001922 · doc4.xml · derivative · entry 4 Mitra Shankh · CIK 0001698445 · CEO & Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common · 76,849 shares Expires 2031-02-15 F5 · price: In exchange for each Canceled Option (as defined below), the reporting person received a replacement award of membership interests in Welltower OP designated as Option Units ("Option Units"), which Option Units are intended to qualify as profits interests for US federal income tax purposes. The vesting schedule for Option Units is the same as the vesting schedule for the applicable corresponding Canceled Option. Upon vesting, the Option Units are convertible at the reporting person's election into vested LTIP Units that are convertible into OP Units. The resulting OP Units may be exchanged by the reporting person for Common Shares or the equivalent cash value of Common Shares, as determined by the Issuer. F4 · derivative.exercise_date: This option to purchase 76,849 Common Shares of the Issuer was previously granted to the reporting person and provided for time-based vesting. On January 3, 2023, the Issuer canceled the unvested portion of the option upon surrender to the Issuer by the reporting person. Read SEC document |
| January 03, 2023 Filed Jan 5, 2023 22:00 UTC |
Mitra ShankhCEO & Director
|
GrantLTIP Units · Derivative | 18,607 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-23-001922 · doc4.xml · derivative · entry 3 Mitra Shankh · CIK 0001698445 · CEO & Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,607 Underlying: Common · 18,607 shares Expires not disclosed F3 · derivative.exercise_price: In exchange for the Canceled RSUs, the reporting person received a replacement award of membership interests in Welltower OP LLC ("Welltower OP"), a subsidiary of 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 vesting schedule for each LTIP Unit is the same as the vesting schedule for the corresponding Canceled RSU. 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 Common Shares or the equivalent cash value of Common Shares, as determined by the Issuer. F3 · price: In exchange for the Canceled RSUs, the reporting person received a replacement award of membership interests in Welltower OP LLC ("Welltower OP"), a subsidiary of 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 vesting schedule for each LTIP Unit is the same as the vesting schedule for the corresponding Canceled RSU. 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 Common Shares or the equivalent cash value of Common Shares, as determined by the Issuer. F3 · derivative.exercise_date: In exchange for the Canceled RSUs, the reporting person received a replacement award of membership interests in Welltower OP LLC ("Welltower OP"), a subsidiary of 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 vesting schedule for each LTIP Unit is the same as the vesting schedule for the corresponding Canceled RSU. 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 Common Shares or the equivalent cash value of Common Shares, as determined by the Issuer. F3 · derivative.expiration_date: In exchange for the Canceled RSUs, the reporting person received a replacement award of membership interests in Welltower OP LLC ("Welltower OP"), a subsidiary of 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 vesting schedule for each LTIP Unit is the same as the vesting schedule for the corresponding Canceled RSU. 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 Common Shares or the equivalent cash value of Common Shares, as determined by the Issuer. Read SEC document |
| January 03, 2023 Filed Jan 5, 2023 22:00 UTC |
Mitra ShankhCEO & Director
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Disposition to issuerCommon Stock | 18,607 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-001922 · doc4.xml · nonDerivative · entry 1 Mitra Shankh · CIK 0001698445 · CEO & Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 81,534 F1 · shares: These restricted stock units (the "RSUs") in respect of shares of common stock, par value $1.00 per share ("Common Shares"), of Welltower Inc. (the "Issuer") were previously granted to the reporting person and provided for time-based vesting. On January 3, 2023, the Issuer canceled the unvested RSUs upon surrender to the Issuer by the reporting person (the "Canceled RSUs"). Read SEC document |
| December 30, 2022 Filed Jan 3, 2023 22:30 UTC |
LOPEZ DENNIS GDirector
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GrantCommon Stock | 439 | $65.55 | $28,776.45 |
DisclosureSEC source: 0001209191-23-000337 · doc4.xml · nonDerivative · entry 1 LOPEZ DENNIS G · CIK 0001607083 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,983.55 F1 · shares: Represents deferred stock units that were granted under the Welltower Inc. 2022 Long-Term Incentive Plan in lieu of the payment of cash director fees payable with respect to Q4 2022. Each deferred stock unit that becomes vested will be settled in common stock on the date on which Mr. Lopez leaves or retires from the Board of Directors. F1 · price: Represents deferred stock units that were granted under the Welltower Inc. 2022 Long-Term Incentive Plan in lieu of the payment of cash director fees payable with respect to Q4 2022. Each deferred stock unit that becomes vested will be settled in common stock on the date on which Mr. Lopez leaves or retires from the Board of Directors. Read SEC document |
| December 30, 2022 Filed Jan 3, 2023 23:47 UTC |
HAWKINS PHILIP LDirector
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GrantCommon Stock | 586 | $65.55 | $38,412.30 |
DisclosureSEC source: 0001209191-23-000428 · doc4.xml · nonDerivative · entry 1 HAWKINS PHILIP L · CIK 0001234375 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,830 F1 · shares: Represents deferred stock units that were granted under the Welltower Inc. 2022 Long-Term Incentive Plan (the "2022 Plan") in lieu of the payment of cash director fees payable with respect to Q4 2022. Each deferred stock unit that becomes vested will be settled in common stock on the date on which Mr. Hawkins leaves or retires from the Board of Directors. F1 · price: Represents deferred stock units that were granted under the Welltower Inc. 2022 Long-Term Incentive Plan (the "2022 Plan") in lieu of the payment of cash director fees payable with respect to Q4 2022. Each deferred stock unit that becomes vested will be settled in common stock on the date on which Mr. Hawkins leaves or retires from the Board of Directors. F2 · balance_after: Due to a tabulation error, the amount of securities beneficially owned by Mr. Hawkins was incorrectly stated on the Form 4 filed on March 31, 2022 and was reflected in all subsequent reports but is being corrected now. Read SEC document |
| November 30, 2022 Filed Dec 5, 2022 21:47 UTC |
DeSalvo Karen BDirector
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GrantCommon Stock | 17.61 | $71.03 | $1,250.84 |
DisclosureSEC source: 0001209191-22-059719 · doc4.xml · nonDerivative · entry 1 DeSalvo Karen B · CIK 0001722342 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,831.06 F1 · shares: These shares represent dividend equivalent rights accrued on the reporting person's deferred stock units, which become exercisable proportionately with the deferred stock units to which they relate and may only be settled in common stock. Each dividend equivalent right represents a right to receive one share of common stock of Welltower Inc. at the time of vesting. Read SEC document |
| November 30, 2022 Filed Dec 5, 2022 21:49 UTC |
LOPEZ DENNIS GDirector
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GrantCommon Stock | 38.21 | $71.03 | $2,714.06 |
DisclosureSEC source: 0001209191-22-059721 · doc4.xml · nonDerivative · entry 1 LOPEZ DENNIS G · CIK 0001607083 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,544.55 F1 · shares: These shares represent dividend equivalent rights accrued on the reporting person's deferred stock units, which become exercisable proportionately with the deferred stock units to which they relate and may only be settled in common stock. Each dividend equivalent right represents a right to receive one share of common stock of Welltower Inc. at the time of vesting. 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.