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WELL

WELLTOWER INC.

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2853
SEC CIK
0000766704
Parsed reports
1,435

Last 12 months

Inside the activity.

4 purchase rows · 0 sale rows

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

Latest available

Insider transactions

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Purchases/sales include open-market and private transactions. Plan disclosure applies to the filing; individual rows may differ. “Not disclosed” is not “unplanned.”

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

Transaction dateOwner / reported roleActivity / securityShares / unitsReported priceReported valueDetails
July 23, 2003 Filed Jul 24, 2003 19:33 UTC Exercise / conversionOption (Right to Buy) · Derivative 10,000 $0.00 Strike: $24.88 $0.00
Disclosure

SEC source: 0001209191-03-013270 · doc4.xml · derivative · entry 5

UNVERFERTH RICHARD A · CIK 0001242814 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 0

Underlying: Common · 10,000 shares

Expires 2007-01-20

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

F2 · price: The options were granted under the Health Care REIT, Inc. 1997 Stock Plan for Non-Employee Directors and had no acquisition price.

F3 · derivative.exercise_date: Options for the purchase of 10,000 shares of common stock at $24.875 were granted to Mr. Unverferth on January 20, 1997, which grant has previously been reported.

F3 · derivative.underlying_shares: Options for the purchase of 10,000 shares of common stock at $24.875 were granted to Mr. Unverferth on January 20, 1997, which grant has previously been reported.

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July 23, 2003 Filed Jul 24, 2003 19:33 UTC Exercise / conversionCommon Stock 1,667 $27.17 $45,292.39
Disclosure

SEC source: 0001209191-03-013270 · doc4.xml · nonDerivative · entry 4

UNVERFERTH RICHARD A · CIK 0001242814 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 36,001

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

F1 · balance_after: Indirect Ownership: 3,816 shares - 477 shares held in each of his eight son's name

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July 23, 2003 Filed Jul 24, 2003 19:33 UTC Exercise / conversionCommon Stock 5,000 $25.13 $125,625.00
Disclosure

SEC source: 0001209191-03-013270 · doc4.xml · nonDerivative · entry 3

UNVERFERTH RICHARD A · CIK 0001242814 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 34,334

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

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July 23, 2003 Filed Jul 24, 2003 19:33 UTC Exercise / conversionCommon Stock 5,000 $28.44 $142,187.50
Disclosure

SEC source: 0001209191-03-013270 · doc4.xml · nonDerivative · entry 2

UNVERFERTH RICHARD A · CIK 0001242814 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 29,334

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

Read SEC document
July 23, 2003 Filed Jul 24, 2003 19:33 UTC Exercise / conversionCommon Stock 10,000 $24.88 $248,750.00
Disclosure

SEC source: 0001209191-03-013270 · doc4.xml · nonDerivative · entry 1

UNVERFERTH RICHARD A · CIK 0001242814 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 24,334

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

Read SEC document
July 01, 2003 Filed Jul 2, 2003 20:25 UTC
BRAUN RAYMOND WPresident & CFO
Exercise / conversionOption (Right to Buy) · Derivative 2,000 $0.00 Strike: $16.81 $0.00
Disclosure

SEC source: 0001209191-03-010180 · doc4.xml · derivative · entry 3

BRAUN RAYMOND W · CIK 0001242817 · President & CFO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 65,000

Underlying: Common · 67,000 shares

Expires 2010-10-17

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

F3 · price: The options were granted under the Health Care REIT, Inc. 1995 Stock Incentive Plan and had no acquisition price.

F4 · derivative.exercise_date: Options for the purchase of 96,250 shares of common stock at $16.81 per share were granted to Mr. Braun on October 17, 2000, which grant has previously been reported. The partial exercise of these options for the purchase of 29,250 shares has previously been reported. Of the remaining options, options for the purchase of 9,250 shares vested on December 15, 2002 and options for the purchase of 19,250 shares will vest on December 15 of each of 2003, 2004 and 2005.

F4 · derivative.underlying_shares: Options for the purchase of 96,250 shares of common stock at $16.81 per share were granted to Mr. Braun on October 17, 2000, which grant has previously been reported. The partial exercise of these options for the purchase of 29,250 shares has previously been reported. Of the remaining options, options for the purchase of 9,250 shares vested on December 15, 2002 and options for the purchase of 19,250 shares will vest on December 15 of each of 2003, 2004 and 2005.

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July 01, 2003 Filed Jul 2, 2003 20:25 UTC
BRAUN RAYMOND WPresident & CFO
SaleCommon Stock 2,000 $30.00 $60,000.00
Disclosure

SEC source: 0001209191-03-010180 · doc4.xml · nonDerivative · entry 2

BRAUN RAYMOND W · CIK 0001242817 · President & CFO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 74,025

F1 · kind: The sale transaction was pursuant to Mr. Braun's 10b5-1 trading plan.

F2 · balance_after: Indirect Ownership: 24,008 shares - Theresa P. Braun Revocable Trust 2,500 shares - Custodian for Hillary J. Braun under the OH Unif Gift to Minors Act 2,500 shares - Custodian for Raymond W. Braun, Jr. under the OH Unif Gift to Minors Act

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July 01, 2003 Filed Jul 2, 2003 20:25 UTC
BRAUN RAYMOND WPresident & CFO
Exercise / conversionCommon Stock 2,000 $16.81 $33,620.00
Disclosure

SEC source: 0001209191-03-010180 · doc4.xml · nonDerivative · entry 1

BRAUN RAYMOND W · CIK 0001242817 · President & CFO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 76,025

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

Read SEC document
July 01, 2003 Filed Jul 2, 2003 20:32 UTC
IBELE ERIN CVP & Corporate Secretary
Exercise / conversionOption (Right to Buy) · Derivative 2,000 $0.00 Strike: $19.88 $0.00
Disclosure

SEC source: 0001209191-03-010200 · doc4.xml · derivative · entry 3

IBELE ERIN C · CIK 0001242821 · VP & Corporate Secretary

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 10,000

Underlying: Common · 12,000 shares

Expires 2009-09-29

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

F2 · price: The options were granted under the Health Care REIT, Inc. 1995 Stock Incentive Plan and had no acquisition price.

F3 · derivative.exercise_date: Options for the purchase of 25,000 shares of common stock at $19.875 per share were granted to Ms. Ibele on September 29, 1999, which grant has previously been reported. The partial exercise of these options for the purchase of 13,000 shares has previously been reported. Of the remaining options, options for the purchase of 2,000 shares vested on December 15, 2002 and options for the purchase of 5,000 shares will vest on December 15 of each of 2003 and 2004.

F3 · derivative.underlying_shares: Options for the purchase of 25,000 shares of common stock at $19.875 per share were granted to Ms. Ibele on September 29, 1999, which grant has previously been reported. The partial exercise of these options for the purchase of 13,000 shares has previously been reported. Of the remaining options, options for the purchase of 2,000 shares vested on December 15, 2002 and options for the purchase of 5,000 shares will vest on December 15 of each of 2003 and 2004.

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July 01, 2003 Filed Jul 2, 2003 20:32 UTC
IBELE ERIN CVP & Corporate Secretary
SaleCommon Stock 2,000 $30.00 $60,000.00
Disclosure

SEC source: 0001209191-03-010200 · doc4.xml · nonDerivative · entry 2

IBELE ERIN C · CIK 0001242821 · VP & Corporate Secretary

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 43,377

F1 · kind: The sale transaction was pursuant to Ms. Ibele's 10b5-1 trading plan.

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July 01, 2003 Filed Jul 2, 2003 20:32 UTC
IBELE ERIN CVP & Corporate Secretary
Exercise / conversionCommon Stock 2,000 $19.88 $39,750.00
Disclosure

SEC source: 0001209191-03-010200 · doc4.xml · nonDerivative · entry 1

IBELE ERIN C · CIK 0001242821 · VP & Corporate Secretary

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 45,377

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

Read SEC document
July 01, 2003 Filed Jul 2, 2003 20:56 UTC
CHAPMAN GEORGE LDirector · Chairman and CEO
Exercise / conversionOption (Right-to-Buy) · Derivative 12,500 $0.00 Strike: $19.88 $0.00
Disclosure

SEC source: 0001209191-03-010242 · doc4.xml · derivative · entry 3

CHAPMAN GEORGE L · CIK 0001242815 · Director · Chairman and CEO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 62,500

Underlying: Common · 75,000 shares

Expires 2009-09-29

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

F4 · price: The options were granted under the Health Care REIT, Inc. 1995 Stock Incentive Plan and had no acquisition price.

F3 · acquired: Options for the purchase of 125,000 shares of common stock at $19.875 per share were granted to Mr. Chapman on September 29, 1999, which grant has previously been reported. The partial exercise of these options for the purchase of 50,000 shares has previously been reported. Of the remaining options, options for the purchase of 25,000 shares vested on December 15, 2002 and options for the purchase of 25,000 shares will vest on December 15 of each of 2003 and 2004.

F3 · derivative.exercise_date: Options for the purchase of 125,000 shares of common stock at $19.875 per share were granted to Mr. Chapman on September 29, 1999, which grant has previously been reported. The partial exercise of these options for the purchase of 50,000 shares has previously been reported. Of the remaining options, options for the purchase of 25,000 shares vested on December 15, 2002 and options for the purchase of 25,000 shares will vest on December 15 of each of 2003 and 2004.

F3 · derivative.underlying_shares: Options for the purchase of 125,000 shares of common stock at $19.875 per share were granted to Mr. Chapman on September 29, 1999, which grant has previously been reported. The partial exercise of these options for the purchase of 50,000 shares has previously been reported. Of the remaining options, options for the purchase of 25,000 shares vested on December 15, 2002 and options for the purchase of 25,000 shares will vest on December 15 of each of 2003 and 2004.

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July 01, 2003 Filed Jul 2, 2003 20:56 UTC
CHAPMAN GEORGE LDirector · Chairman and CEO
SaleCommon Stock 12,500 $30.00 $375,000.00
Disclosure

SEC source: 0001209191-03-010242 · doc4.xml · nonDerivative · entry 2

CHAPMAN GEORGE L · CIK 0001242815 · Director · Chairman and CEO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 192,340.4995

F1 · kind: The sale transaction was pursuant to Mr. Chapman's 10b5-1 trading plan.

F2 · balance_after: Indirect Ownership: 8224.6210 shares - George L. Chapman III SSB IRA Rollover Custodian 1,700 shares - Account for son of George L. Chapman 1,700 shares - Account for son of George L. Chapman 1,700 shares - Account for son of George L. Chapman

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July 01, 2003 Filed Jul 2, 2003 20:56 UTC
CHAPMAN GEORGE LDirector · Chairman and CEO
Exercise / conversionCommon Stock 12,500 $19.88 $248,437.50
Disclosure

SEC source: 0001209191-03-010242 · doc4.xml · nonDerivative · entry 1

CHAPMAN GEORGE L · CIK 0001242815 · Director · Chairman and CEO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 204,840.4995

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

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May 20, 2003 Filed Jan 28, 2004 21:23 UTC OtherCommon Stock 129.0681 $28.00 $3,614.19
Disclosure

SEC source: 0001209191-04-005112 · doc4.xml · nonDerivative · entry 2

TRUMBULL R SCOTT · CIK 0001210705 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 13,108.9496

F1 · kind: Dividend Reinvestment under the Amended and Restated Dividend Reinvestment and Stock Purchase Plan.

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May 20, 2003 Filed Feb 4, 2004 21:41 UTC
CHAPMAN GEORGE LDirector · Chairman and CEO
OtherCommon Stock 29.2799 $28.00 $819.90
Disclosure

SEC source: 0001209191-04-006888 · doc4.xml · nonDerivative · entry 13

CHAPMAN GEORGE L · CIK 0001242815 · Director · Chairman and CEO

10b5-1 filing: Not disclosed

Ownership: Indirect · Account for Son

Disclosed balance after: 2,329.2799

F2 · kind: Dividend Reinvestment under the Amended and Restated Dividend Reinvestment and Stock Purchase Plan

F4 · ownership.nature: Account for son of George L. Chapman

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May 20, 2003 Filed Feb 4, 2004 21:41 UTC
CHAPMAN GEORGE LDirector · Chairman and CEO
OtherCommon Stock 29.8774 $28.00 $836.63
Disclosure

SEC source: 0001209191-04-006888 · doc4.xml · nonDerivative · entry 10

CHAPMAN GEORGE L · CIK 0001242815 · Director · Chairman and CEO

10b5-1 filing: Not disclosed

Ownership: Indirect · Account for Son

Disclosed balance after: 2,329.8774

F2 · kind: Dividend Reinvestment under the Amended and Restated Dividend Reinvestment and Stock Purchase Plan

F4 · ownership.nature: Account for son of George L. Chapman

Read SEC document
May 20, 2003 Filed Feb 4, 2004 21:41 UTC
CHAPMAN GEORGE LDirector · Chairman and CEO
OtherCommon Stock 29.2799 $28.00 $819.90
Disclosure

SEC source: 0001209191-04-006888 · doc4.xml · nonDerivative · entry 7

CHAPMAN GEORGE L · CIK 0001242815 · Director · Chairman and CEO

10b5-1 filing: Not disclosed

Ownership: Indirect · Account for Son

Disclosed balance after: 2,329.2799

F2 · kind: Dividend Reinvestment under the Amended and Restated Dividend Reinvestment and Stock Purchase Plan

F4 · ownership.nature: Account for son of George L. Chapman

Read SEC document
May 20, 2003 Filed Feb 4, 2004 21:41 UTC
CHAPMAN GEORGE LDirector · Chairman and CEO
OtherCommon Stock 22.5077 $28.00 $630.27
Disclosure

SEC source: 0001209191-04-006888 · doc4.xml · nonDerivative · entry 3

CHAPMAN GEORGE L · CIK 0001242815 · Director · Chairman and CEO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 203,890.1973

F2 · kind: Dividend Reinvestment under the Amended and Restated Dividend Reinvestment and Stock Purchase Plan

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May 02, 2003 Filed Jul 29, 2003 18:56 UTC PurchaseCommon Stock 200 $28.39 $5,678.00
Disclosure

SEC source: 0001209191-03-014180 · doc4.xml · nonDerivative · entry 2

TRUMBULL R SCOTT · CIK 0001210705 · Director

10b5-1 filing: Not disclosed

Ownership: Indirect · IRRA

Disclosed balance after: 5,000

F1 · ownership.nature: Richard Scott Trumbull IRRA for benefit of Richard Scott Trumbull

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May 02, 2003 Filed Jul 29, 2003 18:56 UTC PurchaseCommon Stock 4,800 $28.46 $136,608.00
Disclosure

SEC source: 0001209191-03-014180 · doc4.xml · nonDerivative · entry 1

TRUMBULL R SCOTT · CIK 0001210705 · Director

10b5-1 filing: Not disclosed

Ownership: Indirect · IRRA

Disclosed balance after: Not disclosed

F1 · ownership.nature: Richard Scott Trumbull IRRA for benefit of Richard Scott Trumbull

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February 20, 2003 Filed Jan 28, 2004 21:23 UTC OtherCommon Stock 145.8815 $24.50 $3,574.68
Disclosure

SEC source: 0001209191-04-005112 · doc4.xml · nonDerivative · entry 1

TRUMBULL R SCOTT · CIK 0001210705 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 12,979.8815

F1 · kind: Dividend Reinvestment under the Amended and Restated Dividend Reinvestment and Stock Purchase Plan.

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.