Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| UNITEDHEALTH GROUP INCUNH · Entity 2809 | Director | April 01, 2020 | April 03, 2020 |
| WELLTOWER INC.HCN · Entity 2853 | Director | February 05, 2015 | February 09, 2015 |
Disclosed balances
About these balances
Latest available filing per company, not a reconstructed current portfolio. Matching sequences show the last reported balance with all source rows expandable; grouping alone does not establish account ownership. Do not add unresolved positions together. Filings may omit unchanged positions, and amendments may correct only part of an older disclosure. Jointly reported shares are not necessarily this owner's personal holdings.
UNITEDHEALTH GROUP INC
Report date April 01, 2020 · Filed April 03, 2020
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 62,266 |
Reported balance
After 2020-04-01 transaction · row 1
1 source rowRow 1 · 2020-04-01 · Grant · Acquired 216 · Balance 62,266 F1: Represents deferred stock units that are granted as regular quarterly compensation for service as a director of UnitedHealth Group. Deferred stock units are immediately vested, but must be retained by the director until the director's completion of service on the Board. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents deferred stock units that are granted as regular quarterly compensation for service as a director of UnitedHealth Group. Deferred stock units are immediately vested, but must be retained by the director until the director's completion of service on the Board.
WELLTOWER INC.
Report date February 05, 2015 · Filed February 09, 2015
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 22,727 |
Reported balance
After 2015-02-07 transaction · row 1
Sequence does not reconcile; account continuity is unresolved.
1 source rowRow 1 · 2015-02-07 · Exercise / conversion · Acquired 511 · Balance 22,727 F1: The reported transaction was a vesting of 511 deferred stock units on February 7, 2015, resulting in the issuance of 511 shares of common stock. No amount was payable in connection with the vesting or the common stock issuance. |
| Common StockSEC Table I · non-derivative | Direct | 23,290 |
Reported balance
After 2015-02-06 transaction · row 2
Sequence does not reconcile; account continuity is unresolved.
1 source rowRow 2 · 2015-02-06 · Exercise / conversion · Acquired 563 · Balance 23,290 F2: The reported transaction was a vesting of 563 deferred stock units on February 6, 2015, resulting in the issuance of 563 shares of common stock. No amount was payable in connection with the vesting or the common stock issuance. |
| Deferred Stock UnitsSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 · Expires 2015-02-07 | Direct | 2,199 |
Reported balance
After 2015-02-07 transaction · row 7
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 7 · 2015-02-07 · Exercise / conversion · Disposed 511 · Balance 2,199 F7: These deferred stock units were granted without cash consideration on February 7, 2013 under the Amended and Restated Health Care REIT, Inc. 2005 Long-Term Incentive Plan. Each deferred stock unit represents a right to receive one share of common stock of Health Care REIT, Inc. at the time of vesting of the unit. These deferred stock units vest in three installments, with 512 units having vested on February 7, 2014, 511 units having vested on February 7, 2015 and 511 units vesting on February 7, 2016. F1: The reported transaction was a vesting of 511 deferred stock units on February 7, 2015, resulting in the issuance of 511 shares of common stock. No amount was payable in connection with the vesting or the common stock issuance. |
| Deferred Stock UnitsSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 · Expires 2015-02-06 | Direct | 1,636 |
Reported balance
After 2015-02-06 transaction · row 8
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 8 · 2015-02-06 · Exercise / conversion · Disposed 563 · Balance 1,636 F8: These deferred stock units were granted without cash consideration on February 6, 2014 under the Amended and Restated Health Care REIT, Inc. 2005 Long-Term Incentive Plan. Each deferred stock unit represents a right to receive one share of common stock of Health Care REIT, Inc. at the time of vesting of the unit. These deferred stock units vest in three installments, with 563 units having vested on February 6, 2015, 563 units vesting on February 6, 2016 and 562 units vesting on February 6, 2017. F2: The reported transaction was a vesting of 563 deferred stock units on February 6, 2015, resulting in the issuance of 563 shares of common stock. No amount was payable in connection with the vesting or the common stock issuance. |
| Deferred Stock UnitsSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 · Expires 2016-02-05 | Direct | 2,176 |
Reported balance
After 2015-02-05 transaction · row 9
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 9 · 2015-02-05 · Grant · Acquired 540 · Balance 2,176 F9: These deferred stock units were granted without cash consideration on February 5, 2015 under the Amended and Restated Health Care REIT, Inc. 2005 Long-Term Incentive Plan. Each deferred stock unit represents a right to receive one share of common stock of Health Care REIT, Inc. at the time of vesting of the unit. These deferred stock units vest in one installment, with 540 units vesting on February 5, 2016. F10: Includes (i) 511 deferred stock units granted on February 7, 2013, with 511 units vesting on February 7, 2016; (ii) 1,125 deferred stock units granted on February 6, 2014; with 563 units vesting on February 6, 2016 and 562 units vesting on February 7, 2017 and (iii) 540 deferred stock units granted on February 5, 2015, with 540 units vesting on February 5, 2016. |
| Common StockSEC Table I · non-derivative | IndirectCharitable Remainder Trust | 6,700 |
Reported balance
Holding disclosure · report date 2015-02-05 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 6,700 F3: William C. Ballard, Jr. Trustee Charitable Remainder Trust #1 for the benefit of Julie W. Ballard. |
| Common StockSEC Table I · non-derivative | IndirectCharitable Remainder Trust | 1,800 |
Reported balance
Holding disclosure · report date 2015-02-05 · row 4
Holding and transaction disclosures are not merged.
1 source rowRow 4 · Balance 1,800 F4: William C. Ballard, Jr. Trustee Charitable Remainder Trust #2 for the benefit of Elizabeth Ballard Lebhar. |
| Common StockSEC Table I · non-derivative | IndirectCharitable Remainder Trust | 1,800 |
Reported balance
Holding disclosure · report date 2015-02-05 · row 5
Holding and transaction disclosures are not merged.
1 source rowRow 5 · Balance 1,800 F5: William C. Ballard, Jr. Trustee Charitable Remainder Trust #3 for the benefit of William C. Ballard, III. |
| Common StockSEC Table I · non-derivative | IndirectOwnership by Spouse | 5,000 |
Reported balance
Holding disclosure · report date 2015-02-05 · row 6
Holding and transaction disclosures are not merged.
1 source rowRow 6 · Balance 5,000 F6: Indirect Ownership by Spouse, Julie W. Ballard. |
Filing footnotes · ownership attribution and instrument terms
F1: The reported transaction was a vesting of 511 deferred stock units on February 7, 2015, resulting in the issuance of 511 shares of common stock. No amount was payable in connection with the vesting or the common stock issuance.
F2: The reported transaction was a vesting of 563 deferred stock units on February 6, 2015, resulting in the issuance of 563 shares of common stock. No amount was payable in connection with the vesting or the common stock issuance.
F3: William C. Ballard, Jr. Trustee Charitable Remainder Trust #1 for the benefit of Julie W. Ballard.
F4: William C. Ballard, Jr. Trustee Charitable Remainder Trust #2 for the benefit of Elizabeth Ballard Lebhar.
F5: William C. Ballard, Jr. Trustee Charitable Remainder Trust #3 for the benefit of William C. Ballard, III.
F6: Indirect Ownership by Spouse, Julie W. Ballard.
F7: These deferred stock units were granted without cash consideration on February 7, 2013 under the Amended and Restated Health Care REIT, Inc. 2005 Long-Term Incentive Plan. Each deferred stock unit represents a right to receive one share of common stock of Health Care REIT, Inc. at the time of vesting of the unit. These deferred stock units vest in three installments, with 512 units having vested on February 7, 2014, 511 units having vested on February 7, 2015 and 511 units vesting on February 7, 2016.
F8: These deferred stock units were granted without cash consideration on February 6, 2014 under the Amended and Restated Health Care REIT, Inc. 2005 Long-Term Incentive Plan. Each deferred stock unit represents a right to receive one share of common stock of Health Care REIT, Inc. at the time of vesting of the unit. These deferred stock units vest in three installments, with 563 units having vested on February 6, 2015, 563 units vesting on February 6, 2016 and 562 units vesting on February 6, 2017.
F9: These deferred stock units were granted without cash consideration on February 5, 2015 under the Amended and Restated Health Care REIT, Inc. 2005 Long-Term Incentive Plan. Each deferred stock unit represents a right to receive one share of common stock of Health Care REIT, Inc. at the time of vesting of the unit. These deferred stock units vest in one installment, with 540 units vesting on February 5, 2016.
F10: Includes (i) 511 deferred stock units granted on February 7, 2013, with 511 units vesting on February 7, 2016; (ii) 1,125 deferred stock units granted on February 6, 2014; with 563 units vesting on February 6, 2016 and 562 units vesting on February 7, 2017 and (iii) 540 deferred stock units granted on February 5, 2015, with 540 units vesting on February 5, 2016.
Transaction history
JSON APIPurchases/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 | Company | Activity / security | Shares / units | Reported price | Reported value | Details |
|---|---|---|---|---|---|---|
| October 01, 2009 Filed Oct 5, 2009 22:45 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | GrantCommon Stock | 1,513 | $0.00 | $0.00 |
DisclosureSEC source: 0000731766-09-000082 · edgardoc.xml · nonDerivative · entry 1 BALLARD WILLIAM C JR · CIK 0001024398 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 50,713 F1 · shares: Represents deferred stock units that are granted as regular quarterly compensation for service as a director of UnitedHealth Group. Deferred stock units are immediately vested, but must be retained by the director until departure from the Board. Read SEC document |
| August 13, 2009 Filed Aug 13, 2009 23:17 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | Exercise / conversionNon-Qualified Stock Option (right to buy) · Derivative | 10,000 | $0.00 Strike: $5.72 | $0.00 |
DisclosureSEC source: 0000731766-09-000077 · edgardoc.xml · derivative · entry 3 BALLARD WILLIAM C JR · CIK 0001024398 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 10,000 shares Expires 2009-10-01 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 |
| August 13, 2009 Filed Aug 13, 2009 23:17 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | SaleCommon Stock | 10,000 | $28.00 | $280,000.00 |
DisclosureSEC source: 0000731766-09-000077 · edgardoc.xml · nonDerivative · entry 2 BALLARD WILLIAM C JR · CIK 0001024398 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 49,200 F1 · price: This transaction was executed in multiple trades, each of which was at the price of $28.00 per share. The reporting person hereby undertakes to provide upon request to the SEC staff, the issuer, or a security holder of the issuer full information regarding the number of shares in each transaction effected. Read SEC document |
| August 13, 2009 Filed Aug 13, 2009 23:17 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | Exercise / conversionCommon Stock | 10,000 | $5.72 | $57,188.00 |
DisclosureSEC source: 0000731766-09-000077 · edgardoc.xml · nonDerivative · entry 1 BALLARD WILLIAM C JR · CIK 0001024398 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 59,200 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, 2009 Filed Jul 6, 2009 22:11 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | GrantNon-Qualified Stock Option (right to buy) · Derivative | 5,000 | $0.00 Strike: $25.16 | $0.00 |
DisclosureSEC source: 0000731766-09-000066 · edgardoc.xml · derivative · entry 1 BALLARD WILLIAM C JR · CIK 0001024398 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,000 Underlying: Common Stock · 5,000 shares Expires 2019-07-01 Read SEC document |
| May 27, 2009 Filed May 28, 2009 20:54 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | Exercise / conversionNon-Qualified Stock Option (right to buy) · Derivative | 10,000 | $0.00 Strike: $7.61 | $0.00 |
DisclosureSEC source: 0000731766-09-000052 · edgardoc.xml · derivative · entry 2 BALLARD WILLIAM C JR · CIK 0001024398 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 10,000 shares Expires 2009-07-01 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 |
| May 27, 2009 Filed May 28, 2009 20:54 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | Exercise / conversionCommon Stock | 10,000 | $7.61 | $76,094.00 |
DisclosureSEC source: 0000731766-09-000052 · edgardoc.xml · nonDerivative · entry 1 BALLARD WILLIAM C JR · CIK 0001024398 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 49,200 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 |
| April 01, 2009 Filed Apr 1, 2009 22:11 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | GrantNon-Qualified Stock Option (right to buy) · Derivative | 5,000 | $0.00 Strike: $20.68 | $0.00 |
DisclosureSEC source: 0000731766-09-000042 · edgardoc.xml · derivative · entry 1 BALLARD WILLIAM C JR · CIK 0001024398 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,000 Underlying: Common Stock · 5,000 shares Expires 2019-04-01 Read SEC document |
| January 29, 2009 Filed Jan 30, 2009 18:58 UTC | WELLTOWER INC. HCN · Entity 2853 | GrantDeferred Stock Units · Derivative | 2,027 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001209191-09-005475 · doc4.xml · derivative · entry 1 BALLARD WILLIAM C JR · CIK 0001024398 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,680 Underlying: Common · 2,027 shares Expires 2012-01-29 F1 · derivative.exercise_price: The deferred stock units were granted without cash consideration on January 29, 2009 under the Health Care REIT, Inc. 2005 Long-Term Incentive Plan. Each deferred stock unit represents a right to receive one share of common stock of Health Care REIT, Inc. at the time of vesting of the unit. The deferred stock units vest in three installments, with 676 units vesting on January 29 of each 2010 and 2011 and 675 units vesting on January 29, 2012. F1 · price: The deferred stock units were granted without cash consideration on January 29, 2009 under the Health Care REIT, Inc. 2005 Long-Term Incentive Plan. Each deferred stock unit represents a right to receive one share of common stock of Health Care REIT, Inc. at the time of vesting of the unit. The deferred stock units vest in three installments, with 676 units vesting on January 29 of each 2010 and 2011 and 675 units vesting on January 29, 2012. F1 · derivative.exercise_date: The deferred stock units were granted without cash consideration on January 29, 2009 under the Health Care REIT, Inc. 2005 Long-Term Incentive Plan. Each deferred stock unit represents a right to receive one share of common stock of Health Care REIT, Inc. at the time of vesting of the unit. The deferred stock units vest in three installments, with 676 units vesting on January 29 of each 2010 and 2011 and 675 units vesting on January 29, 2012. F1 · derivative.expiration_date: The deferred stock units were granted without cash consideration on January 29, 2009 under the Health Care REIT, Inc. 2005 Long-Term Incentive Plan. Each deferred stock unit represents a right to receive one share of common stock of Health Care REIT, Inc. at the time of vesting of the unit. The deferred stock units vest in three installments, with 676 units vesting on January 29 of each 2010 and 2011 and 675 units vesting on January 29, 2012. F1 · derivative.underlying_shares: The deferred stock units were granted without cash consideration on January 29, 2009 under the Health Care REIT, Inc. 2005 Long-Term Incentive Plan. Each deferred stock unit represents a right to receive one share of common stock of Health Care REIT, Inc. at the time of vesting of the unit. The deferred stock units vest in three installments, with 676 units vesting on January 29 of each 2010 and 2011 and 675 units vesting on January 29, 2012. F2 · balance_after: Includes (i) 510 deferred stock units granted on January 22, 2007 that vest on January 22, 2010, and (ii) 1143 deferred stock units granted on January 21, 2008, with 572 units vesting on January 21, 2010 and 571 units vesting on January 21, 2011. Read SEC document |
| January 23, 2009 Filed Jan 23, 2009 19:05 UTC | WELLTOWER INC. HCN · Entity 2853 | Exercise / conversionDeferred Stock Units · Derivative | 639 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001209191-09-004578 · doc4.xml · derivative · entry 10 BALLARD WILLIAM C JR · CIK 0001024398 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common · 639 shares Expires 2009-01-23 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. F10 · derivative.exercise_price: The deferred stock units were granted without cash consideration on January 23, 2006 under the Health Care REIT, Inc. 2005 Long-Term Incentive Plan. Each deferred stock unit represents a right to receive one share of common stock of Health Care REIT, Inc. at the time of vesting of the unit. The deferred stock units vest in three installments, with 640 units having vested on January 23, 2007, 639 units having vested on January 23, 2008 and 639 units having vested on January 23, 2009. F10 · price: The deferred stock units were granted without cash consideration on January 23, 2006 under the Health Care REIT, Inc. 2005 Long-Term Incentive Plan. Each deferred stock unit represents a right to receive one share of common stock of Health Care REIT, Inc. at the time of vesting of the unit. The deferred stock units vest in three installments, with 640 units having vested on January 23, 2007, 639 units having vested on January 23, 2008 and 639 units having vested on January 23, 2009. F10 · derivative.exercise_date: The deferred stock units were granted without cash consideration on January 23, 2006 under the Health Care REIT, Inc. 2005 Long-Term Incentive Plan. Each deferred stock unit represents a right to receive one share of common stock of Health Care REIT, Inc. at the time of vesting of the unit. The deferred stock units vest in three installments, with 640 units having vested on January 23, 2007, 639 units having vested on January 23, 2008 and 639 units having vested on January 23, 2009. F10 · derivative.expiration_date: The deferred stock units were granted without cash consideration on January 23, 2006 under the Health Care REIT, Inc. 2005 Long-Term Incentive Plan. Each deferred stock unit represents a right to receive one share of common stock of Health Care REIT, Inc. at the time of vesting of the unit. The deferred stock units vest in three installments, with 640 units having vested on January 23, 2007, 639 units having vested on January 23, 2008 and 639 units having vested on January 23, 2009. F3 · derivative.underlying_shares: The reported transaction was a vesting of 639 deferred stock units on January 23, 2009, resulting in the issuance of 639 shares of common stock. No amount was payable in connection with the vesting or the common stock issuance. Read SEC document |
| January 23, 2009 Filed Jan 23, 2009 19:05 UTC | WELLTOWER INC. HCN · Entity 2853 | Exercise / conversionCommon Stock | 639 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-09-004578 · doc4.xml · nonDerivative · entry 3 BALLARD WILLIAM C JR · CIK 0001024398 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,209 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 reported transaction was a vesting of 639 deferred stock units on January 23, 2009, resulting in the issuance of 639 shares of common stock. No amount was payable in connection with the vesting or the common stock issuance. Read SEC document |
| January 22, 2009 Filed Jan 23, 2009 19:05 UTC | WELLTOWER INC. HCN · Entity 2853 | Exercise / conversionDeferred Stock Units · Derivative | 510 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001209191-09-004578 · doc4.xml · derivative · entry 9 BALLARD WILLIAM C JR · CIK 0001024398 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 510 Underlying: Common · 510 shares Expires 2010-01-22 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. F9 · derivative.exercise_price: The deferred stock units were granted without cash consideration on January 22, 2007 under the Health Care REIT, Inc. 2005 Long-Term Incentive Plan. Each deferred stock unit represents a right to receive one share of common stock of Health Care REIT, Inc. at the time of vesting of the unit. The deferred stock units vest in three installments, with 511 units having vested on January 22, 2008, 510 units having vested on January 22, 2009 and 510 units vesting on January 22, 2010. F9 · price: The deferred stock units were granted without cash consideration on January 22, 2007 under the Health Care REIT, Inc. 2005 Long-Term Incentive Plan. Each deferred stock unit represents a right to receive one share of common stock of Health Care REIT, Inc. at the time of vesting of the unit. The deferred stock units vest in three installments, with 511 units having vested on January 22, 2008, 510 units having vested on January 22, 2009 and 510 units vesting on January 22, 2010. F9 · derivative.exercise_date: The deferred stock units were granted without cash consideration on January 22, 2007 under the Health Care REIT, Inc. 2005 Long-Term Incentive Plan. Each deferred stock unit represents a right to receive one share of common stock of Health Care REIT, Inc. at the time of vesting of the unit. The deferred stock units vest in three installments, with 511 units having vested on January 22, 2008, 510 units having vested on January 22, 2009 and 510 units vesting on January 22, 2010. F9 · derivative.expiration_date: The deferred stock units were granted without cash consideration on January 22, 2007 under the Health Care REIT, Inc. 2005 Long-Term Incentive Plan. Each deferred stock unit represents a right to receive one share of common stock of Health Care REIT, Inc. at the time of vesting of the unit. The deferred stock units vest in three installments, with 511 units having vested on January 22, 2008, 510 units having vested on January 22, 2009 and 510 units vesting on January 22, 2010. F2 · derivative.underlying_shares: The reported transaction was a vesting of 510 deferred stock units on January 22, 2009, resulting in the issuance of 510 shares of common stock. No amount was payable in connection with the vesting or the common stock issuance. Read SEC document |
| January 22, 2009 Filed Jan 23, 2009 19:05 UTC | WELLTOWER INC. HCN · Entity 2853 | Exercise / conversionCommon Stock | 510 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-09-004578 · doc4.xml · nonDerivative · entry 2 BALLARD WILLIAM C JR · CIK 0001024398 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,570 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 reported transaction was a vesting of 510 deferred stock units on January 22, 2009, resulting in the issuance of 510 shares of common stock. No amount was payable in connection with the vesting or the common stock issuance. Read SEC document |
| January 21, 2009 Filed Jan 23, 2009 19:05 UTC | WELLTOWER INC. HCN · Entity 2853 | Exercise / conversionDeferred Stock Units · Derivative | 572 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001209191-09-004578 · doc4.xml · derivative · entry 8 BALLARD WILLIAM C JR · CIK 0001024398 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,143 Underlying: Common · 572 shares Expires 2011-01-21 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. F8 · derivative.exercise_price: The deferred stock units were granted without cash consideration on January 21, 2008 under the Health Care REIT, Inc. 2005 Long-Term Incentive Plan. Each deferred stock unit represents a right to receive one share of common stock of Health Care REIT, Inc. at the time of vesting of the unit. The deferred stock units vest in three installments, with 572 units having vested on January 21, 2009, 572 units vesting on January 21, 2010 and 571 units vesting on January 21, 2011. F8 · price: The deferred stock units were granted without cash consideration on January 21, 2008 under the Health Care REIT, Inc. 2005 Long-Term Incentive Plan. Each deferred stock unit represents a right to receive one share of common stock of Health Care REIT, Inc. at the time of vesting of the unit. The deferred stock units vest in three installments, with 572 units having vested on January 21, 2009, 572 units vesting on January 21, 2010 and 571 units vesting on January 21, 2011. F8 · derivative.exercise_date: The deferred stock units were granted without cash consideration on January 21, 2008 under the Health Care REIT, Inc. 2005 Long-Term Incentive Plan. Each deferred stock unit represents a right to receive one share of common stock of Health Care REIT, Inc. at the time of vesting of the unit. The deferred stock units vest in three installments, with 572 units having vested on January 21, 2009, 572 units vesting on January 21, 2010 and 571 units vesting on January 21, 2011. F8 · derivative.expiration_date: The deferred stock units were granted without cash consideration on January 21, 2008 under the Health Care REIT, Inc. 2005 Long-Term Incentive Plan. Each deferred stock unit represents a right to receive one share of common stock of Health Care REIT, Inc. at the time of vesting of the unit. The deferred stock units vest in three installments, with 572 units having vested on January 21, 2009, 572 units vesting on January 21, 2010 and 571 units vesting on January 21, 2011. F1 · derivative.underlying_shares: The reported transaction was a vesting of 572 deferred stock units on January 21, 2009, resulting in the issuance of 572 shares of common stock. No amount was payable in connection with the vesting or the common stock. Read SEC document |
| January 21, 2009 Filed Jan 23, 2009 19:05 UTC | WELLTOWER INC. HCN · Entity 2853 | Exercise / conversionCommon Stock | 572 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-09-004578 · doc4.xml · nonDerivative · entry 1 BALLARD WILLIAM C JR · CIK 0001024398 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,060 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · price: The reported transaction was a vesting of 572 deferred stock units on January 21, 2009, resulting in the issuance of 572 shares of common stock. No amount was payable in connection with the vesting or the common stock. Read SEC document |
| January 02, 2009 Filed Jan 5, 2009 23:25 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | GrantNon-Qualified Stock Option (right to buy) · Derivative | 5,000 | $0.00 Strike: $27.59 | $0.00 |
DisclosureSEC source: 0000731766-09-000001 · edgardoc.xml · derivative · entry 1 BALLARD WILLIAM C JR · CIK 0001024398 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,000 Underlying: Common Stock · 5,000 shares Expires 2019-01-02 Read SEC document |
| October 01, 2008 Filed Oct 2, 2008 22:23 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | GrantNon-Qualified Stock Option (right to buy) · Derivative | 5,000 | $0.00 Strike: $25.08 | $0.00 |
DisclosureSEC source: 0000731766-08-000120 · edgardoc.xml · derivative · entry 1 BALLARD WILLIAM C JR · CIK 0001024398 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,000 Underlying: Common Stock · 5,000 shares Expires 2018-10-01 Read SEC document |
| July 01, 2008 Filed Jul 1, 2008 21:49 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | GrantNon-Qualified Stock Option (right to buy) · Derivative | 5,000 | $0.00 Strike: $25.63 | $0.00 |
DisclosureSEC source: 0000731766-08-000101 · edgardoc.xml · derivative · entry 1 BALLARD WILLIAM C JR · CIK 0001024398 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,000 Underlying: Common Stock · 5,000 shares Expires 2018-07-01 Read SEC document |
| April 01, 2008 Filed Apr 1, 2008 21:40 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | GrantNon-Qualified Stock Option (right to buy) · Derivative | 5,000 | $0.00 Strike: $36.25 | $0.00 |
DisclosureSEC source: 0000731766-08-000051 · edgardoc.xml · derivative · entry 1 BALLARD WILLIAM C JR · CIK 0001024398 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,000 Underlying: Common Stock · 5,000 shares Expires 2018-04-01 Read SEC document |
| January 23, 2008 Filed Jan 23, 2008 17:05 UTC | WELLTOWER INC. HCN · Entity 2853 | Exercise / conversionDeferred Stock Units · Derivative | 639 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001209191-08-004974 · doc4.xml · derivative · entry 9 BALLARD WILLIAM C JR · CIK 0001024398 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 639 Underlying: Common · 639 shares Expires 2009-01-23 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. F9 · derivative.exercise_price: The deferred stock units were granted without cash consideration on January 23, 2006 under the Health Care REIT, Inc. 2005 Long-Term Incentive Plan. Each deferred stock unit represents a right to receive one share of common stock of Health Care REIT, Inc. at the time of vesting of the unit. The deferred stock units vest in three installments, with 640 units having vested on January 23, 2007, 639 units having vested on January 23, 2008 and 639 units vesting on January 23, 2009. F9 · price: The deferred stock units were granted without cash consideration on January 23, 2006 under the Health Care REIT, Inc. 2005 Long-Term Incentive Plan. Each deferred stock unit represents a right to receive one share of common stock of Health Care REIT, Inc. at the time of vesting of the unit. The deferred stock units vest in three installments, with 640 units having vested on January 23, 2007, 639 units having vested on January 23, 2008 and 639 units vesting on January 23, 2009. F9 · derivative.exercise_date: The deferred stock units were granted without cash consideration on January 23, 2006 under the Health Care REIT, Inc. 2005 Long-Term Incentive Plan. Each deferred stock unit represents a right to receive one share of common stock of Health Care REIT, Inc. at the time of vesting of the unit. The deferred stock units vest in three installments, with 640 units having vested on January 23, 2007, 639 units having vested on January 23, 2008 and 639 units vesting on January 23, 2009. F9 · derivative.expiration_date: The deferred stock units were granted without cash consideration on January 23, 2006 under the Health Care REIT, Inc. 2005 Long-Term Incentive Plan. Each deferred stock unit represents a right to receive one share of common stock of Health Care REIT, Inc. at the time of vesting of the unit. The deferred stock units vest in three installments, with 640 units having vested on January 23, 2007, 639 units having vested on January 23, 2008 and 639 units vesting on January 23, 2009. F2 · derivative.underlying_shares: The reported transaction was a vesting of 639 deferred stock units on January 23, 2008, resulting in the issuance of 639 shares of common stock. No amount was payable in connection with the vesting or the common stock issuance. Read SEC document |
| January 23, 2008 Filed Jan 23, 2008 17:05 UTC | WELLTOWER INC. HCN · Entity 2853 | Exercise / conversionCommon Stock | 639 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-08-004974 · doc4.xml · nonDerivative · entry 2 BALLARD WILLIAM C JR · CIK 0001024398 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,488 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 reported transaction was a vesting of 639 deferred stock units on January 23, 2008, resulting in the issuance of 639 shares of common stock. No amount was payable in connection with the vesting or the common stock issuance. Read SEC document |
| January 22, 2008 Filed Jan 23, 2008 17:05 UTC | WELLTOWER INC. HCN · Entity 2853 | Exercise / conversionDeferred Stock Units · Derivative | 511 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001209191-08-004974 · doc4.xml · derivative · entry 8 BALLARD WILLIAM C JR · CIK 0001024398 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,020 Underlying: Common · 511 shares Expires 2010-01-22 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. F8 · derivative.exercise_price: The deferred stock units were granted without cash consideration on January 22, 2007 under the Health Care REIT, Inc. 2005 Long-Term Incentive Plan. Each deferred stock unit represents a right to receive one share of common stock of Health Care REIT, Inc. at the time of vesting of the unit. The deferred stock units vest in three installments, with 511 units having vested on January 22, 2008 and 510 units vesting on January 22 of each of 2009 and 2010. F8 · price: The deferred stock units were granted without cash consideration on January 22, 2007 under the Health Care REIT, Inc. 2005 Long-Term Incentive Plan. Each deferred stock unit represents a right to receive one share of common stock of Health Care REIT, Inc. at the time of vesting of the unit. The deferred stock units vest in three installments, with 511 units having vested on January 22, 2008 and 510 units vesting on January 22 of each of 2009 and 2010. F8 · derivative.exercise_date: The deferred stock units were granted without cash consideration on January 22, 2007 under the Health Care REIT, Inc. 2005 Long-Term Incentive Plan. Each deferred stock unit represents a right to receive one share of common stock of Health Care REIT, Inc. at the time of vesting of the unit. The deferred stock units vest in three installments, with 511 units having vested on January 22, 2008 and 510 units vesting on January 22 of each of 2009 and 2010. F8 · derivative.expiration_date: The deferred stock units were granted without cash consideration on January 22, 2007 under the Health Care REIT, Inc. 2005 Long-Term Incentive Plan. Each deferred stock unit represents a right to receive one share of common stock of Health Care REIT, Inc. at the time of vesting of the unit. The deferred stock units vest in three installments, with 511 units having vested on January 22, 2008 and 510 units vesting on January 22 of each of 2009 and 2010. F1 · derivative.underlying_shares: The reported transaction was a vesting of 511 deferred stock units on January 22, 2008, resulting in the issuance of 511 shares of common stock. No amount was payable in connection with the vesting or the common stock issuance. Read SEC document |
| January 22, 2008 Filed Jan 23, 2008 17:05 UTC | WELLTOWER INC. HCN · Entity 2853 | Exercise / conversionCommon Stock | 511 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-08-004974 · doc4.xml · nonDerivative · entry 1 BALLARD WILLIAM C JR · CIK 0001024398 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,849 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · price: The reported transaction was a vesting of 511 deferred stock units on January 22, 2008, resulting in the issuance of 511 shares of common stock. No amount was payable in connection with the vesting or the common stock issuance. Read SEC document |
| January 21, 2008 Filed Jan 23, 2008 17:05 UTC | WELLTOWER INC. HCN · Entity 2853 | GrantDeferred Stock Units · Derivative | 1,715 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001209191-08-004974 · doc4.xml · derivative · entry 7 BALLARD WILLIAM C JR · CIK 0001024398 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,715 Underlying: Common · 1,715 shares Expires 2011-01-21 F7 · derivative.exercise_price: The deferred stock units were granted without cash consideration on January 21, 2008 under the Health Care REIT, Inc. 2005 Long-Term Incentive Plan. Each deferred stock unit represents a right to receive one share of common stock of Health Care REIT, Inc. at the time of vesting of the unit. The deferred stock units vest in three installments, with 572 units vesting on January 21 of each 2009 and 2010 and 571 units vesting on January 21, 2011. F7 · price: The deferred stock units were granted without cash consideration on January 21, 2008 under the Health Care REIT, Inc. 2005 Long-Term Incentive Plan. Each deferred stock unit represents a right to receive one share of common stock of Health Care REIT, Inc. at the time of vesting of the unit. The deferred stock units vest in three installments, with 572 units vesting on January 21 of each 2009 and 2010 and 571 units vesting on January 21, 2011. F7 · derivative.exercise_date: The deferred stock units were granted without cash consideration on January 21, 2008 under the Health Care REIT, Inc. 2005 Long-Term Incentive Plan. Each deferred stock unit represents a right to receive one share of common stock of Health Care REIT, Inc. at the time of vesting of the unit. The deferred stock units vest in three installments, with 572 units vesting on January 21 of each 2009 and 2010 and 571 units vesting on January 21, 2011. F7 · derivative.expiration_date: The deferred stock units were granted without cash consideration on January 21, 2008 under the Health Care REIT, Inc. 2005 Long-Term Incentive Plan. Each deferred stock unit represents a right to receive one share of common stock of Health Care REIT, Inc. at the time of vesting of the unit. The deferred stock units vest in three installments, with 572 units vesting on January 21 of each 2009 and 2010 and 571 units vesting on January 21, 2011. F7 · derivative.underlying_shares: The deferred stock units were granted without cash consideration on January 21, 2008 under the Health Care REIT, Inc. 2005 Long-Term Incentive Plan. Each deferred stock unit represents a right to receive one share of common stock of Health Care REIT, Inc. at the time of vesting of the unit. The deferred stock units vest in three installments, with 572 units vesting on January 21 of each 2009 and 2010 and 571 units vesting on January 21, 2011. Read SEC document |
| January 02, 2008 Filed Jan 3, 2008 22:58 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | GrantNon-Qualified Stock Option (right to buy) · Derivative | 5,000 | $0.00 Strike: $56.67 | $0.00 |
DisclosureSEC source: 0000731766-08-000002 · edgardoc.xml · derivative · entry 1 BALLARD WILLIAM C JR · CIK 0001024398 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,000 Underlying: Common Stock · 5,000 shares Expires 2018-01-02 Read SEC document |
| December 19, 2007 Filed Dec 26, 2007 23:26 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | GiftCommon Stock | 2,000 | $0.00 | $0.00 |
DisclosureSEC source: 0000731766-07-000160 · edgardoc.xml · nonDerivative · entry 1 BALLARD WILLIAM C JR · CIK 0001024398 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 39,200 Read SEC document |
| December 12, 2007 Filed Dec 13, 2007 23:05 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | Exercise / conversionNon-Qualified Stock Option (right to buy) · Derivative | 30,200 | $0.00 Strike: $9.09 | $0.00 |
DisclosureSEC source: 0000731766-07-000158 · edgardoc.xml · derivative · entry 6 BALLARD WILLIAM C JR · CIK 0001024398 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 30,200 shares Expires 2008-05-14 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| December 12, 2007 Filed Dec 13, 2007 23:05 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | SaleCommon Stock | 30,200 | $57.75 | $1,744,050.00 |
DisclosureSEC source: 0000731766-07-000158 · edgardoc.xml · nonDerivative · entry 4 BALLARD WILLIAM C JR · CIK 0001024398 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 41,200 Read SEC document |
| December 12, 2007 Filed Dec 13, 2007 23:05 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | Exercise / conversionCommon Stock | 30,200 | $9.09 | $274,632.76 |
DisclosureSEC source: 0000731766-07-000158 · edgardoc.xml · nonDerivative · entry 3 BALLARD WILLIAM C JR · CIK 0001024398 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 71,400 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| December 11, 2007 Filed Dec 13, 2007 23:05 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | Exercise / conversionNon-Qualified Stock Option (right to buy) · Derivative | 1,800 | $0.00 Strike: $9.09 | $0.00 |
DisclosureSEC source: 0000731766-07-000158 · edgardoc.xml · derivative · entry 5 BALLARD WILLIAM C JR · CIK 0001024398 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 30,200 Underlying: Common Stock · 1,800 shares Expires 2008-05-14 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| December 11, 2007 Filed Dec 13, 2007 23:05 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | SaleCommon Stock | 1,800 | $57.25 | $103,050.00 |
DisclosureSEC source: 0000731766-07-000158 · edgardoc.xml · nonDerivative · entry 2 BALLARD WILLIAM C JR · CIK 0001024398 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 41,200 Read SEC document |
| December 11, 2007 Filed Dec 13, 2007 23:05 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | Exercise / conversionCommon Stock | 1,800 | $9.09 | $16,368.84 |
DisclosureSEC source: 0000731766-07-000158 · edgardoc.xml · nonDerivative · entry 1 BALLARD WILLIAM C JR · CIK 0001024398 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 43,000 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 |
| October 01, 2007 Filed Oct 2, 2007 21:04 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | GrantNon-Qualified Stock Option (right to buy) · Derivative | 5,000 | $0.00 Strike: $48.14 | $0.00 |
DisclosureSEC source: 0000731766-07-000115 · edgardoc.xml · derivative · entry 1 BALLARD WILLIAM C JR · CIK 0001024398 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,000 Underlying: Common Stock · 5,000 shares Expires 2017-10-01 Read SEC document |
| July 02, 2007 Filed Jul 3, 2007 21:31 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | GrantNon-Qualified Stock Option (right to buy) · Derivative | 5,000 | $0.00 Strike: $52.22 | $0.00 |
DisclosureSEC source: 0000731766-07-000090 · edgardoc.xml · derivative · entry 1 BALLARD WILLIAM C JR · CIK 0001024398 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,000 Underlying: Common Stock · 5,000 shares Expires 2017-07-02 Read SEC document |
| April 02, 2007 Filed Apr 4, 2007 20:33 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | GrantNon-Qualified Stock Option (right to buy) · Derivative | 5,000 | $0.00 Strike: $53.73 | $0.00 |
DisclosureSEC source: 0000731766-07-000021 · edgardoc.xml · derivative · entry 1 BALLARD WILLIAM C JR · CIK 0001024398 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,000 Underlying: Common Stock · 5,000 shares Expires 2017-04-02 Read SEC document |
| March 07, 2007 Filed Mar 9, 2007 21:24 UTC | WELLTOWER INC. HCN · Entity 2853 | Exercise / conversionOption (Right to Buy) · Derivative | 1,666 | $0.00 Strike: $25.82 | $0.00 |
DisclosureSEC source: 0001209191-07-016885 · doc4.xml · derivative · entry 14 BALLARD WILLIAM C JR · CIK 0001024398 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common · 1,666 shares Expires 2013-01-28 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F7 · price: The options were granted under the Health Care REIT, Inc. 1997 Stock Plan for Non-Employee Directors and had no acquisition price. F8 · derivative.exercise_date: Options for the purchase of 5,000 shares of common stock at $25.82 per share were granted to Mr. Ballard on January 28, 2003, which grant has previously been reported. F8 · derivative.underlying_shares: Options for the purchase of 5,000 shares of common stock at $25.82 per share were granted to Mr. Ballard on January 28, 2003, which grant has previously been reported. Read SEC document |
| March 07, 2007 Filed Mar 9, 2007 21:24 UTC | WELLTOWER INC. HCN · Entity 2853 | Exercise / conversionOption (Right to Buy) · Derivative | 1,667 | $0.00 Strike: $25.82 | $0.00 |
DisclosureSEC source: 0001209191-07-016885 · doc4.xml · derivative · entry 13 BALLARD WILLIAM C JR · CIK 0001024398 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,666 Underlying: Common · 3,333 shares Expires 2013-01-28 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F7 · price: The options were granted under the Health Care REIT, Inc. 1997 Stock Plan for Non-Employee Directors and had no acquisition price. F8 · derivative.exercise_date: Options for the purchase of 5,000 shares of common stock at $25.82 per share were granted to Mr. Ballard on January 28, 2003, which grant has previously been reported. F8 · derivative.underlying_shares: Options for the purchase of 5,000 shares of common stock at $25.82 per share were granted to Mr. Ballard on January 28, 2003, which grant has previously been reported. Read SEC document |
| March 07, 2007 Filed Mar 9, 2007 21:24 UTC | WELLTOWER INC. HCN · Entity 2853 | Exercise / conversionOption (Right to Buy) · Derivative | 1,667 | $0.00 Strike: $25.82 | $0.00 |
DisclosureSEC source: 0001209191-07-016885 · doc4.xml · derivative · entry 12 BALLARD WILLIAM C JR · CIK 0001024398 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,333 Underlying: Common · 5,000 shares Expires 2013-01-28 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F7 · price: The options were granted under the Health Care REIT, Inc. 1997 Stock Plan for Non-Employee Directors and had no acquisition price. F8 · derivative.exercise_date: Options for the purchase of 5,000 shares of common stock at $25.82 per share were granted to Mr. Ballard on January 28, 2003, which grant has previously been reported. F8 · derivative.underlying_shares: Options for the purchase of 5,000 shares of common stock at $25.82 per share were granted to Mr. Ballard on January 28, 2003, which grant has previously been reported. Read SEC document |
| March 07, 2007 Filed Mar 9, 2007 21:24 UTC | WELLTOWER INC. HCN · Entity 2853 | Exercise / conversionOption (Right to Buy) · Derivative | 1,666 | $0.00 Strike: $27.17 | $0.00 |
DisclosureSEC source: 0001209191-07-016885 · doc4.xml · derivative · entry 11 BALLARD WILLIAM C JR · CIK 0001024398 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common · 1,666 shares Expires 2012-01-28 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F7 · price: The options were granted under the Health Care REIT, Inc. 1997 Stock Plan for Non-Employee Directors and had no acquisition price. F6 · derivative.exercise_date: Options for the purchase of 5,000 shares of common stock at $27.17 per share were granted to Mr. Ballard on January 28, 2002, which grant has previously been reported. F6 · derivative.underlying_shares: Options for the purchase of 5,000 shares of common stock at $27.17 per share were granted to Mr. Ballard on January 28, 2002, which grant has previously been reported. Read SEC document |
| March 07, 2007 Filed Mar 9, 2007 21:24 UTC | WELLTOWER INC. HCN · Entity 2853 | Exercise / conversionOption (Right to Buy) · Derivative | 1,667 | $0.00 Strike: $27.17 | $0.00 |
DisclosureSEC source: 0001209191-07-016885 · doc4.xml · derivative · entry 10 BALLARD WILLIAM C JR · CIK 0001024398 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,666 Underlying: Common · 3,333 shares Expires 2012-01-28 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F7 · price: The options were granted under the Health Care REIT, Inc. 1997 Stock Plan for Non-Employee Directors and had no acquisition price. F6 · derivative.exercise_date: Options for the purchase of 5,000 shares of common stock at $27.17 per share were granted to Mr. Ballard on January 28, 2002, which grant has previously been reported. F6 · derivative.underlying_shares: Options for the purchase of 5,000 shares of common stock at $27.17 per share were granted to Mr. Ballard on January 28, 2002, which grant has previously been reported. Read SEC document |
| March 07, 2007 Filed Mar 9, 2007 21:24 UTC | WELLTOWER INC. HCN · Entity 2853 | Exercise / conversionOption (Right to Buy) · Derivative | 1,667 | $0.00 Strike: $27.17 | $0.00 |
DisclosureSEC source: 0001209191-07-016885 · doc4.xml · derivative · entry 9 BALLARD WILLIAM C JR · CIK 0001024398 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,333 Underlying: Common · 5,000 shares Expires 2012-01-28 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F7 · price: The options were granted under the Health Care REIT, Inc. 1997 Stock Plan for Non-Employee Directors and had no acquisition price. F6 · derivative.exercise_date: Options for the purchase of 5,000 shares of common stock at $27.17 per share were granted to Mr. Ballard on January 28, 2002, which grant has previously been reported. F6 · derivative.underlying_shares: Options for the purchase of 5,000 shares of common stock at $27.17 per share were granted to Mr. Ballard on January 28, 2002, which grant has previously been reported. Read SEC document |
| March 07, 2007 Filed Mar 9, 2007 21:24 UTC | WELLTOWER INC. HCN · Entity 2853 | GiftCommon Stock | 1,309 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-07-016885 · doc4.xml · nonDerivative · entry 4 BALLARD WILLIAM C JR · CIK 0001024398 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,338 F1 · price: The securities were gifted and had no disposition or acquisition price. Read SEC document |
| March 07, 2007 Filed Mar 9, 2007 21:24 UTC | WELLTOWER INC. HCN · Entity 2853 | SaleCommon Stock | 10,000 | $43.36 | $433,621.00 |
DisclosureSEC source: 0001209191-07-016885 · doc4.xml · nonDerivative · entry 3 BALLARD WILLIAM C JR · CIK 0001024398 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,647 Read SEC document |
| March 07, 2007 Filed Mar 9, 2007 21:24 UTC | WELLTOWER INC. HCN · Entity 2853 | Exercise / conversionCommon Stock | 5,000 | $25.82 | $129,100.00 |
DisclosureSEC source: 0001209191-07-016885 · doc4.xml · nonDerivative · entry 2 BALLARD WILLIAM C JR · CIK 0001024398 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,647 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 |
| March 07, 2007 Filed Mar 9, 2007 21:24 UTC | WELLTOWER INC. HCN · Entity 2853 | Exercise / conversionCommon Stock | 5,000 | $27.17 | $135,850.00 |
DisclosureSEC source: 0001209191-07-016885 · doc4.xml · nonDerivative · entry 1 BALLARD WILLIAM C JR · CIK 0001024398 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,647 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| January 23, 2007 Filed Jan 24, 2007 18:46 UTC | WELLTOWER INC. HCN · Entity 2853 | Exercise / conversionDeferred Stock Units · Derivative | 640 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001209191-07-004845 · doc4.xml · derivative · entry 7 BALLARD WILLIAM C JR · CIK 0001024398 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,278 Underlying: Common · 640 shares Expires 2009-01-23 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. F7 · derivative.exercise_price: The deferred stock units were granted without cash consideration on January 23, 2006 under the Health Care REIT, Inc. 2005 Long-Term Incentive Plan. Each deferred stock unit represents a right to receive one share of common stock of Health Care REIT, Inc. at the time of vesting of the unit. The deferred stock units vest in three installments, with 640 units having vested on January 23, 2007 and 639 units vesting on January 23 of each of 2008 and 2009. F7 · price: The deferred stock units were granted without cash consideration on January 23, 2006 under the Health Care REIT, Inc. 2005 Long-Term Incentive Plan. Each deferred stock unit represents a right to receive one share of common stock of Health Care REIT, Inc. at the time of vesting of the unit. The deferred stock units vest in three installments, with 640 units having vested on January 23, 2007 and 639 units vesting on January 23 of each of 2008 and 2009. F7 · derivative.exercise_date: The deferred stock units were granted without cash consideration on January 23, 2006 under the Health Care REIT, Inc. 2005 Long-Term Incentive Plan. Each deferred stock unit represents a right to receive one share of common stock of Health Care REIT, Inc. at the time of vesting of the unit. The deferred stock units vest in three installments, with 640 units having vested on January 23, 2007 and 639 units vesting on January 23 of each of 2008 and 2009. F7 · derivative.expiration_date: The deferred stock units were granted without cash consideration on January 23, 2006 under the Health Care REIT, Inc. 2005 Long-Term Incentive Plan. Each deferred stock unit represents a right to receive one share of common stock of Health Care REIT, Inc. at the time of vesting of the unit. The deferred stock units vest in three installments, with 640 units having vested on January 23, 2007 and 639 units vesting on January 23 of each of 2008 and 2009. F1 · derivative.underlying_shares: The reported transaction was a vesting of 640 deferred stock units on January 23, 2007, resulting in the issuance of 640 shares of common stock. No amount was payable in connection with the vesting or the common stock issuance. Read SEC document |
| January 23, 2007 Filed Jan 24, 2007 18:46 UTC | WELLTOWER INC. HCN · Entity 2853 | Exercise / conversionCommon Stock | 640 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-07-004845 · doc4.xml · nonDerivative · entry 1 BALLARD WILLIAM C JR · CIK 0001024398 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,647 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · price: The reported transaction was a vesting of 640 deferred stock units on January 23, 2007, resulting in the issuance of 640 shares of common stock. No amount was payable in connection with the vesting or the common stock issuance. Read SEC document |
| January 22, 2007 Filed Jan 24, 2007 18:46 UTC | WELLTOWER INC. HCN · Entity 2853 | GrantDeferred Stock Units · Derivative | 1,531 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001209191-07-004845 · doc4.xml · derivative · entry 6 BALLARD WILLIAM C JR · CIK 0001024398 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,531 Underlying: Common · 1,531 shares Expires 2010-01-22 F6 · derivative.exercise_price: The deferred stock units were granted without cash consideration on January 22, 2007 under the Health Care REIT, Inc. 2005 Long-Term Incentive Plan. Each deferred stock unit represents a right to receive one share of common stock of Health Care REIT, Inc. at the time of vesting of the unit. The deferred stock units vest in three installments, with 511 units vesting on January 22, 2008 and 510 units vesting on January 22 of each of 2009 and 2010. F6 · price: The deferred stock units were granted without cash consideration on January 22, 2007 under the Health Care REIT, Inc. 2005 Long-Term Incentive Plan. Each deferred stock unit represents a right to receive one share of common stock of Health Care REIT, Inc. at the time of vesting of the unit. The deferred stock units vest in three installments, with 511 units vesting on January 22, 2008 and 510 units vesting on January 22 of each of 2009 and 2010. F6 · derivative.exercise_date: The deferred stock units were granted without cash consideration on January 22, 2007 under the Health Care REIT, Inc. 2005 Long-Term Incentive Plan. Each deferred stock unit represents a right to receive one share of common stock of Health Care REIT, Inc. at the time of vesting of the unit. The deferred stock units vest in three installments, with 511 units vesting on January 22, 2008 and 510 units vesting on January 22 of each of 2009 and 2010. F6 · derivative.expiration_date: The deferred stock units were granted without cash consideration on January 22, 2007 under the Health Care REIT, Inc. 2005 Long-Term Incentive Plan. Each deferred stock unit represents a right to receive one share of common stock of Health Care REIT, Inc. at the time of vesting of the unit. The deferred stock units vest in three installments, with 511 units vesting on January 22, 2008 and 510 units vesting on January 22 of each of 2009 and 2010. F6 · derivative.underlying_shares: The deferred stock units were granted without cash consideration on January 22, 2007 under the Health Care REIT, Inc. 2005 Long-Term Incentive Plan. Each deferred stock unit represents a right to receive one share of common stock of Health Care REIT, Inc. at the time of vesting of the unit. The deferred stock units vest in three installments, with 511 units vesting on January 22, 2008 and 510 units vesting on January 22 of each of 2009 and 2010. Read SEC document |
| January 03, 2007 Filed Jan 5, 2007 02:03 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | GrantNon-Qualified Stock Option (right to buy) · Derivative | 5,000 | $0.00 Strike: $52.57 | $0.00 |
DisclosureSEC source: 0000731766-07-000002 · edgardoc.xml · derivative · entry 1 BALLARD WILLIAM C JR · CIK 0001024398 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,000 Underlying: Common Stock · 5,000 shares Expires 2017-01-03 Read SEC document |
| October 02, 2006 Filed Oct 3, 2006 21:39 UTC | UNITEDHEALTH GROUP INC UNH · Entity 2809 | GrantNon-Qualified Stock Option (right to buy) · Derivative | 5,000 | $0.00 Strike: $49.43 | $0.00 |
DisclosureSEC source: 0000731766-06-000077 · edgardoc.xml · derivative · entry 1 BALLARD WILLIAM C JR · CIK 0001024398 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,000 Underlying: Common Stock · 5,000 shares Expires 2016-10-02 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.