Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Public StoragePSA · Entity 1436 | Director | September 30, 2026 | October 02, 2026 |
| WELLTOWER INC.WELL · Entity 2853 | Director · CEO | May 31, 2026 | June 29, 2026 |
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.
Public Storage
Report date September 30, 2026 · Filed October 02, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common SharesSEC Table I · non-derivative | Direct | 9,668 |
Reported balance
After 2026-09-30 transaction · row 1
1 source rowRow 1 · 2026-09-30 · Grant · Acquired 339 · Balance 9,668 F1: Grant of unrestricted Company common shares pursuant to the Company's Non-Management Trustee Compensation and Deferral Program under the Company's Amended and Restated 2021 Equity and Performance-Based Incentive Compensation Plan. The number of shares granted represents the quotient of the dollar amount of the portion of the cash retainers the reporting person has earned for the applicable calendar quarter and elected to be paid in common shares, divided by the Company's closing share price on the grant date, rounded up to the nearest share. |
Filing footnotes · ownership attribution and instrument terms
F1: Grant of unrestricted Company common shares pursuant to the Company's Non-Management Trustee Compensation and Deferral Program under the Company's Amended and Restated 2021 Equity and Performance-Based Incentive Compensation Plan. The number of shares granted represents the quotient of the dollar amount of the portion of the cash retainers the reporting person has earned for the applicable calendar quarter and elected to be paid in common shares, divided by the Company's closing share price on the grant date, rounded up to the nearest share.
WELLTOWER INC.
Report date May 31, 2026 · Filed June 29, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 72,642 |
Ending reported balance
After 2026-06-26 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2026-05-31 · Grant · Acquired 17 · Balance 76,494 F1: The reporting person is voluntarily reporting the acquisition of common shares, par value $1.00 per share ("Common Shares"), of Welltower Inc. (the "Issuer") pursuant to the Welltower Inc. Employee Stock Purchase Plan ("ESPP"). This transaction was exempt under both Rule 16b-3(c) and Rule 16b-3(d). F2: In accordance with the ESPP these Common Shares were purchased at a price equal to 85% of the closing price of Common Shares on December 1, 2025, the first trading day of the offering period. Row 2 · 2026-06-26 · Gift · Disposed 3,852 · Balance 72,642 |
| Common StockSEC Table I · non-derivative | IndirectBy Children | 62 |
Reported balance
Holding disclosure · report date 2026-05-31 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 62 F3: The reporting person disclaims beneficial ownership of the Common Shares owned by children who share the reporting person's household. This report should not be deemed an admission that the reporting person is the beneficial owner of such Common Shares for purposes of Section 16 for any other purpose. |
Filing footnotes · ownership attribution and instrument terms
F1: The reporting person is voluntarily reporting the acquisition of common shares, par value $1.00 per share ("Common Shares"), of Welltower Inc. (the "Issuer") pursuant to the Welltower Inc. Employee Stock Purchase Plan ("ESPP"). This transaction was exempt under both Rule 16b-3(c) and Rule 16b-3(d).
F2: In accordance with the ESPP these Common Shares were purchased at a price equal to 85% of the closing price of Common Shares on December 1, 2025, the first trading day of the offering period.
F3: The reporting person disclaims beneficial ownership of the Common Shares owned by children who share the reporting person's household. This report should not be deemed an admission that the reporting person is the beneficial owner of such Common Shares for purposes of Section 16 for any other purpose.
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 |
|---|---|---|---|---|---|---|
| September 30, 2026 Filed Oct 2, 2026 22:56 UTC | Public Storage PSA · Entity 1436 | GrantCommon Shares | 339 | $282.84 | $95,882.76 |
DisclosureSEC source: 0001698445-26-000013 · wk-form4_1790981791.xml · nonDerivative · entry 1 Mitra Shankh · CIK 0001698445 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 9,668 F1 · shares: Grant of unrestricted Company common shares pursuant to the Company's Non-Management Trustee Compensation and Deferral Program under the Company's Amended and Restated 2021 Equity and Performance-Based Incentive Compensation Plan. The number of shares granted represents the quotient of the dollar amount of the portion of the cash retainers the reporting person has earned for the applicable calendar quarter and elected to be paid in common shares, divided by the Company's closing share price on the grant date, rounded up to the nearest share. Read SEC document |
| June 30, 2026 Filed Jul 2, 2026 15:41 UTC | Public Storage PSA · Entity 1436 | GrantCommon Shares | 305 | $318.31 | $97,084.55 |
DisclosureSEC source: 0001698445-26-000011 · wk-form4_1783006903.xml · nonDerivative · entry 1 Mitra Shankh · CIK 0001698445 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 9,329 F1 · shares: Grant of unrestricted Company common shares pursuant to the Company's Non-Management Trustee Compensation and Deferral Program under the Company's Amended and Restated 2021 Equity and Performance-Based Incentive Compensation Plan. The number of shares granted represents the quotient of the dollar amount of the portion of the cash retainers the reporting person has earned for the applicable calendar quarter and elected to be paid in common shares, divided by the Company's closing share price on the grant date, rounded up to the nearest share. Read SEC document |
| June 26, 2026 Filed Jun 29, 2026 21:09 UTC | WELLTOWER INC. WELL · Entity 2853 | GiftCommon Stock | 3,852 | $0.00 | $0.00 |
DisclosureSEC source: 0001193125-26-288714 · ownership.xml · nonDerivative · entry 2 Mitra Shankh · CIK 0001698445 · Director · CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 72,642 Read SEC document |
| May 31, 2026 Filed Jun 29, 2026 21:09 UTC | WELLTOWER INC. WELL · Entity 2853 | GrantCommon Stock | 17 | $173.32 | $2,946.44 |
DisclosureSEC source: 0001193125-26-288714 · ownership.xml · nonDerivative · entry 1 Mitra Shankh · CIK 0001698445 · Director · CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 76,494 F1 · kind: The reporting person is voluntarily reporting the acquisition of common shares, par value $1.00 per share ("Common Shares"), of Welltower Inc. (the "Issuer") pursuant to the Welltower Inc. Employee Stock Purchase Plan ("ESPP"). This transaction was exempt under both Rule 16b-3(c) and Rule 16b-3(d). F2 · price: In accordance with the ESPP these Common Shares were purchased at a price equal to 85% of the closing price of Common Shares on December 1, 2025, the first trading day of the offering period. Read SEC document |
| May 27, 2026 Filed May 27, 2026 21:11 UTC | WELLTOWER INC. WELL · Entity 2853 | GiftCommon Stock | 162 | $0.00 | $0.00 |
DisclosureSEC source: 0001193125-26-242148 · ownership.xml · nonDerivative · entry 1 Mitra Shankh · CIK 0001698445 · Director · CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 76,477 Read SEC document |
| May 06, 2026 Filed May 8, 2026 22:56 UTC | Public Storage PSA · Entity 1436 | GrantStock Option (Right to Buy) · Derivative | 3,232 | $0.00 Strike: $308.98 | $0.00 |
DisclosureSEC source: 0001698445-26-000009 · wk-form4_1778280975.xml · derivative · entry 1 Mitra Shankh · CIK 0001698445 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,232 Underlying: Common Shares · 3,232 shares Expires 2036-05-05 F1 · security: Stock Option granted pursuant to the Amended and Restated Public Storage 2021 Equity and Performance-Based Incentive Compensation Plan. Option vests in full one (1) year from the grant date. Read SEC document |
| March 31, 2026 Filed Apr 2, 2026 13:43 UTC | Public Storage PSA · Entity 1436 | GrantCommon Shares | 128 | $270.88 | $34,672.64 |
DisclosureSEC source: 0001698445-26-000007 · wk-form4_1775137434.xml · nonDerivative · entry 1 Mitra Shankh · CIK 0001698445 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 9,024 F1 · shares: Grant of unrestricted Company common shares pursuant to the Company's Non-Management Trustee Compensation and Deferral Program under the Company's Amended and Restated 2021 Equity and Performance-Based Incentive Compensation Plan. The number of shares granted represents the quotient of the dollar amount of the portion of the cash retainers the reporting person has earned for the applicable calendar quarter and elected to be paid in common shares, divided by the Company's closing share price on the grant date, rounded up to the nearest share. Read SEC document |
| February 20, 2026 Filed Feb 24, 2026 15:05 UTC | Public Storage PSA · Entity 1436 | PurchaseOP Options · Derivative | 561,293 | $44.54 Strike: $350.00 | $24,999,990.22 |
DisclosureSEC source: 0001698445-26-000004 · wk-form4_1771945548.xml · derivative · entry 1 Mitra Shankh · CIK 0001698445 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 561,293 Underlying: Common Shares · 561,293 shares Expires 2036-02-20 F1 · security: Reflects the private purchase by the reporting person from Public Storage OP, L.P. ("Public Storage OP") of out-of-the-money non-qualified options ("OP Options") to purchase common units ("OP Units") of Public Storage OP. The OP Options become exercisable 100% on the sixth anniversary of the settlement date. OP Units may be exchanged by the reporting person for Public Storage common shares or the equivalent cash value of common shares, as determined by Public Storage. F1 · derivative.exercise_date: Reflects the private purchase by the reporting person from Public Storage OP, L.P. ("Public Storage OP") of out-of-the-money non-qualified options ("OP Options") to purchase common units ("OP Units") of Public Storage OP. The OP Options become exercisable 100% on the sixth anniversary of the settlement date. OP Units may be exchanged by the reporting person for Public Storage common shares or the equivalent cash value of common shares, as determined by Public Storage. Read SEC document |
| February 13, 2026 Filed Feb 18, 2026 21:52 UTC | WELLTOWER INC. WELL · Entity 2853 | GrantOther Stock Units · Derivative | 470,270 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001193125-26-057306 · ownership.xml · derivative · entry 3 Mitra Shankh · CIK 0001698445 · Director · CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 470,270 Underlying: Common · 470,270 shares Expires not disclosed F5 · 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 awards of Other Stock Units under the Welltower Inc. 2022 Long-Term Incentive Plan (the "2022 Plan") that were deemed vested upon the vesting of the LTIP Units described above. The awards of Other Stock Units provide 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: 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 awards of Other Stock Units under the Welltower Inc. 2022 Long-Term Incentive Plan (the "2022 Plan") that were deemed vested upon the vesting of the LTIP Units described above. The awards of Other Stock Units provide 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: 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 awards of Other Stock Units under the Welltower Inc. 2022 Long-Term Incentive Plan (the "2022 Plan") that were deemed vested upon the vesting of the LTIP Units described above. The awards of Other Stock Units provide 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: 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 awards of Other Stock Units under the Welltower Inc. 2022 Long-Term Incentive Plan (the "2022 Plan") that were deemed vested upon the vesting of the LTIP Units described above. The awards of Other Stock Units provide 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.underlying_shares: 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 awards of Other Stock Units under the Welltower Inc. 2022 Long-Term Incentive Plan (the "2022 Plan") that were deemed vested upon the vesting of the LTIP Units described above. The awards of Other Stock Units provide the reporting person with the ability to acquire Common Shares under the 2022 Plan only through the exchange of OP Units for those shares and in no other manner. Upon the exchange of OP Units for Common Shares, the reporting person will relinquish all rights to the exchanged OP Units. Any Other Stock Units that may be remaining after all OP Units have been exchanged will be immediately canceled for no consideration. Read SEC document |
| February 13, 2026 Filed Feb 18, 2026 21:52 UTC | WELLTOWER INC. WELL · Entity 2853 | GrantLTIP Units · Derivative | 276,735 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001193125-26-057306 · ownership.xml · derivative · entry 2 Mitra Shankh · CIK 0001698445 · Director · CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 276,735 Underlying: Common · 276,735 shares Expires not disclosed F3 · derivative.exercise_price: These LTIP Units were originally granted without cash consideration to the reporting person on January 17, 2022 in the form of performance-based restricted stock units ("PSUs") of the Issuer. On January 3, 2023, at the election of the reporting person, the PSUs were converted into LTIP Units. F4 · price: The reported transaction was a vesting of 276,735 LTIP Units on February 13, 2026, which were automatically converted into the same number of OP Units. No amount was payable in connection with the vesting of the LTIP Units or the Other Stock Units or the conversion of the LTIP Units into OP Units. F3 · derivative.exercise_date: These LTIP Units were originally granted without cash consideration to the reporting person on January 17, 2022 in the form of performance-based restricted stock units ("PSUs") of the Issuer. On January 3, 2023, at the election of the reporting person, the PSUs were converted into LTIP Units. F3 · derivative.expiration_date: These LTIP Units were originally granted without cash consideration to the reporting person on January 17, 2022 in the form of performance-based restricted stock units ("PSUs") of the Issuer. On January 3, 2023, at the election of the reporting person, the PSUs were converted into LTIP Units. F4 · derivative.underlying_shares: The reported transaction was a vesting of 276,735 LTIP Units on February 13, 2026, which were automatically converted into the same number of OP Units. No amount was payable in connection with the vesting of the LTIP Units or the Other Stock Units or the conversion of the LTIP Units into OP Units. Read SEC document |
| February 13, 2026 Filed Feb 18, 2026 21:52 UTC | WELLTOWER INC. WELL · Entity 2853 | GrantLTIP Units · Derivative | 193,535 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001193125-26-057306 · ownership.xml · derivative · entry 1 Mitra Shankh · CIK 0001698445 · Director · CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 193,535 Underlying: Common · 193,535 shares Expires not disclosed F1 · derivative.exercise_price: This award of membership interests in Welltower OP LLC ("Welltower OP"), a subsidiary of Welltower Inc. (the "Issuer"), designated as LTIP Units ("LTIP Units"), was originally granted without cash consideration to the reporting person on February 23, 2023. LTIP Units are intended to qualify as profits interests for US federal income tax purposes and, once both (1) vested and (2) possessing a per unit capital account balance equal to a Class A Common Unit of Welltower OP (an "OP Unit"), are convertible into OP Units, which OP Units may be exchanged by the reporting person for shares of common stock, par value $1.00 per share ("Common Shares") of the Issuer or the equivalent cash value of Common Shares, as determined by the Issuer. F2 · price: The reported transaction was a vesting of 193,535 LTIP Units on February 13, 2026, which were automatically converted into the same number of OP Units. No amount was payable in connection with the vesting of the LTIP Units or the Other Stock Units or the conversion of the LTIP Units into OP Units. F1 · derivative.exercise_date: This award of membership interests in Welltower OP LLC ("Welltower OP"), a subsidiary of Welltower Inc. (the "Issuer"), designated as LTIP Units ("LTIP Units"), was originally granted without cash consideration to the reporting person on February 23, 2023. LTIP Units are intended to qualify as profits interests for US federal income tax purposes and, once both (1) vested and (2) possessing a per unit capital account balance equal to a Class A Common Unit of Welltower OP (an "OP Unit"), are convertible into OP Units, which OP Units may be exchanged by the reporting person for shares of common stock, par value $1.00 per share ("Common Shares") of the Issuer or the equivalent cash value of Common Shares, as determined by the Issuer. F1 · derivative.expiration_date: This award of membership interests in Welltower OP LLC ("Welltower OP"), a subsidiary of Welltower Inc. (the "Issuer"), designated as LTIP Units ("LTIP Units"), was originally granted without cash consideration to the reporting person on February 23, 2023. LTIP Units are intended to qualify as profits interests for US federal income tax purposes and, once both (1) vested and (2) possessing a per unit capital account balance equal to a Class A Common Unit of Welltower OP (an "OP Unit"), are convertible into OP Units, which OP Units may be exchanged by the reporting person for shares of common stock, par value $1.00 per share ("Common Shares") of the Issuer or the equivalent cash value of Common Shares, as determined by the Issuer. F2 · derivative.underlying_shares: The reported transaction was a vesting of 193,535 LTIP Units on February 13, 2026, which were automatically converted into the same number of OP Units. No amount was payable in connection with the vesting of the LTIP Units or the Other Stock Units or the conversion of the LTIP Units into OP Units. Read SEC document |
| December 31, 2025 Filed Jan 2, 2026 16:16 UTC | Public Storage PSA · Entity 1436 | GrantCommon Shares | 128 | $259.50 | $33,216.00 |
DisclosureSEC source: 0001698445-26-000002 · wk-form4_1767370557.xml · nonDerivative · entry 1 Mitra Shankh · CIK 0001698445 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 8,896 F1 · shares: Grant of unrestricted Company common shares pursuant to the Company's Non-Management Trustee Compensation and Deferral Program under the Company's Amended and Restated 2021 Equity and Performance-Based Incentive Compensation Plan. The number of shares granted represents the quotient of the dollar amount of the portion of the cash retainers the reporting person has earned for the applicable calendar quarter and elected to be paid in common shares, divided by the Company's closing share price on the grant date, rounded up to the nearest share. Read SEC document |
| November 28, 2025 Filed Dec 2, 2025 21:55 UTC | WELLTOWER INC. WELL · Entity 2853 | GrantCommon Stock | 64 | $131.94 | $8,444.16 |
DisclosureSEC source: 0001193125-25-305402 · ownership.xml · nonDerivative · entry 1 Mitra Shankh · CIK 0001698445 · Director · CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 77,339 F1 · kind: The reporting person is voluntarily reporting the acquisition of common shares, par value $1.00 per share ("Common Shares"), of Welltower Inc. (the "Issuer") pursuant to the Welltower Inc. Employee Stock Purchase Plan ("ESPP"). This transaction was exempt under both Rule 16b-3(c) and Rule 16b-3(d). F2 · price: In accordance with the ESPP these Common Shares were purchased based on 85% of the closing stock price on June 2, 2025, the first trading day of the offering period. F3 · ownership.direct: The reporting person disclaims beneficial ownership of the Common Shares owned by children who share the reporting person's household. This report should not be deemed an admission that the reporting person is the beneficial owner of such Common Shares for purposes of Section 16 for any other purpose. Read SEC document |
| October 30, 2025 Filed Oct 31, 2025 20:03 UTC | WELLTOWER INC. WELL · Entity 2853 | GrantOther Stock Units · Derivative | 2,485,146 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001193125-25-260761 · ownership.xml · derivative · entry 2 Mitra Shankh · CIK 0001698445 · Director · CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,485,146 Underlying: Common · 2,485,146 shares Expires not disclosed F2 · derivative.exercise_price: Solely in order to reserve Common Shares to satisfy any redemption 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 Amended and Restated Long-Term Incentive Plan (the "2022 Plan"). The award of Other Stock Units provides the reporting person with the ability to acquire Common Shares under the 2022 Plan only through the redemption of OP Units for those Common Shares and in no other manner. Upon the redemption of OP Units for Common Shares, the reporting person will relinquish all rights to the redeemed OP Units. Any Other Stock Units that may be remaining after all OP Units have been redeemed will be immediately canceled for no consideration. F2 · price: Solely in order to reserve Common Shares to satisfy any redemption 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 Amended and Restated Long-Term Incentive Plan (the "2022 Plan"). The award of Other Stock Units provides the reporting person with the ability to acquire Common Shares under the 2022 Plan only through the redemption of OP Units for those Common Shares and in no other manner. Upon the redemption of OP Units for Common Shares, the reporting person will relinquish all rights to the redeemed OP Units. Any Other Stock Units that may be remaining after all OP Units have been redeemed will be immediately canceled for no consideration. F2 · derivative.exercise_date: Solely in order to reserve Common Shares to satisfy any redemption 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 Amended and Restated Long-Term Incentive Plan (the "2022 Plan"). The award of Other Stock Units provides the reporting person with the ability to acquire Common Shares under the 2022 Plan only through the redemption of OP Units for those Common Shares and in no other manner. Upon the redemption of OP Units for Common Shares, the reporting person will relinquish all rights to the redeemed OP Units. Any Other Stock Units that may be remaining after all OP Units have been redeemed will be immediately canceled for no consideration. F2 · derivative.expiration_date: Solely in order to reserve Common Shares to satisfy any redemption 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 Amended and Restated Long-Term Incentive Plan (the "2022 Plan"). The award of Other Stock Units provides the reporting person with the ability to acquire Common Shares under the 2022 Plan only through the redemption of OP Units for those Common Shares and in no other manner. Upon the redemption of OP Units for Common Shares, the reporting person will relinquish all rights to the redeemed OP Units. Any Other Stock Units that may be remaining after all OP Units have been redeemed will be immediately canceled for no consideration. Read SEC document |
| October 30, 2025 Filed Oct 31, 2025 20:03 UTC | WELLTOWER INC. WELL · Entity 2853 | GrantLTIP Units · Derivative | 2,485,146 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001193125-25-260761 · ownership.xml · derivative · entry 1 Mitra Shankh · CIK 0001698445 · Director · CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,485,146 Underlying: Common · 2,485,146 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 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"). Subject to the terms and conditions of the award agreement governing the LTIP Units, the resulting OP Units may be redeemed by the reporting person for shares of common stock, par value $1.00 per share ("Common Shares") of the Issuer, in equal quarterly installments commencing on January 1, 2030 and ending on December 31, 2035. 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 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"). Subject to the terms and conditions of the award agreement governing the LTIP Units, the resulting OP Units may be redeemed by the reporting person for shares of common stock, par value $1.00 per share ("Common Shares") of the Issuer, in equal quarterly installments commencing on January 1, 2030 and ending on December 31, 2035. 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 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"). Subject to the terms and conditions of the award agreement governing the LTIP Units, the resulting OP Units may be redeemed by the reporting person for shares of common stock, par value $1.00 per share ("Common Shares") of the Issuer, in equal quarterly installments commencing on January 1, 2030 and ending on December 31, 2035. 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 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"). Subject to the terms and conditions of the award agreement governing the LTIP Units, the resulting OP Units may be redeemed by the reporting person for shares of common stock, par value $1.00 per share ("Common Shares") of the Issuer, in equal quarterly installments commencing on January 1, 2030 and ending on December 31, 2035. Read SEC document |
| September 30, 2025 Filed Oct 2, 2025 18:51 UTC | Public Storage PSA · Entity 1436 | GrantCommon Shares | 115 | $288.85 | $33,217.75 |
DisclosureSEC source: 0001698445-25-000003 · wk-form4_1759431073.xml · nonDerivative · entry 1 Mitra Shankh · CIK 0001698445 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 8,768 F1 · shares: Grant of unrestricted Company common shares pursuant to the Company's Non-Management Trustee Compensation and Deferral Program under the Company's 2021 Equity and Performance-Based Incentive Compensation Plan. The number of shares granted represents the quotient of the dollar amount of the portion of the cash retainers the reporting person has earned for the applicable calendar quarter and elected to be paid in common shares, divided by the Company's closing share price on the grant date, rounded up to the nearest share. Read SEC document |
| June 30, 2025 Filed Jul 1, 2025 23:23 UTC | Public Storage PSA · Entity 1436 | GrantCommon Shares | 113 | $293.42 | $33,156.46 |
DisclosureSEC source: 0001393311-25-000110 · wk-form4_1751412191.xml · nonDerivative · entry 1 Mitra Shankh · CIK 0001698445 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 8,653 F1 · shares: Grant of unrestricted Company common shares pursuant to the Company's Non-Management Trustee Compensation and Deferral Program under the Company's 2021 Equity and Performance-Based Incentive Compensation Plan. The number of shares granted represents the quotient of the dollar amount of the portion of the cash retainers the reporting person has earned for the applicable calendar quarter and elected to be paid in common shares, divided by the Company's closing share price on the grant date, rounded up to the nearest share. Read SEC document |
| June 17, 2025 Filed Jun 17, 2025 20:47 UTC | WELLTOWER INC. WELL · Entity 2853 | GiftCommon Stock | 495 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-25-087455 · ownership.xml · nonDerivative · entry 2 Mitra Shankh · CIK 0001698445 · Director · CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 77,275 Read SEC document |
| June 06, 2025 Filed Jun 10, 2025 20:31 UTC | WELLTOWER INC. WELL · Entity 2853 | SaleWelltower OP Class A Common Units · Derivative | 24,013.8793 | Not disclosed Strike: $152.48 | Not disclosed |
DisclosureSEC source: 0000950170-25-084378 · ownership.xml · derivative · entry 1 Mitra Shankh · CIK 0001698445 · Director · CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 55,449.1207 Underlying: Common · 79,463 shares Expires not disclosed F1 · price: On June 6, 2025 the reporting person redeemed Class A Common Units in Welltower OP LLC ("Welltower OP") for property of equal value from Welltower OP, consistent with the terms of the Limited Liability Company Agreement of Welltower OP, dated as of May 24, 2022, as amended. Concurrently with the redemption, an equal number of Other Stock Units issued under the Welltower Inc. 2022 Long-Term Incentive Plan at the time of the issuance of the LTIP Units that converted into these Class A Common Units were immediately canceled for no consideration in accordance with their terms. F1 · derivative.exercise_date: On June 6, 2025 the reporting person redeemed Class A Common Units in Welltower OP LLC ("Welltower OP") for property of equal value from Welltower OP, consistent with the terms of the Limited Liability Company Agreement of Welltower OP, dated as of May 24, 2022, as amended. Concurrently with the redemption, an equal number of Other Stock Units issued under the Welltower Inc. 2022 Long-Term Incentive Plan at the time of the issuance of the LTIP Units that converted into these Class A Common Units were immediately canceled for no consideration in accordance with their terms. F1 · derivative.expiration_date: On June 6, 2025 the reporting person redeemed Class A Common Units in Welltower OP LLC ("Welltower OP") for property of equal value from Welltower OP, consistent with the terms of the Limited Liability Company Agreement of Welltower OP, dated as of May 24, 2022, as amended. Concurrently with the redemption, an equal number of Other Stock Units issued under the Welltower Inc. 2022 Long-Term Incentive Plan at the time of the issuance of the LTIP Units that converted into these Class A Common Units were immediately canceled for no consideration in accordance with their terms. Read SEC document |
| June 06, 2025 Filed Jun 11, 2025 21:06 UTC Amendment | WELLTOWER INC. WELL · Entity 2853 | SaleWelltower OP Class A Common Units · Derivative | 62,204.8793 | Not disclosed Strike: $152.48 | Not disclosed |
DisclosureSEC source: 0000950170-25-084922 · ownership.xml · derivative · entry 1 Mitra Shankh · CIK 0001698445 · Director · CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 17,258.1207 Underlying: Common · 79,463 shares Expires not disclosed F1 · price: On June 6, 2025 the reporting person redeemed Class A Common Units in Welltower OP LLC ("Welltower OP") for property of equal value from Welltower OP, consistent with the terms of the Limited Liability Company Agreement of Welltower OP, dated as of May 24, 2022, as amended. Concurrently with the redemption, an equal number of Other Stock Units issued under the Welltower Inc. 2022 Long-Term Incentive Plan at the time of the issuance of the LTIP Units that converted into these Class A Common Units were immediately canceled for no consideration in accordance with their terms. F1 · derivative.exercise_date: On June 6, 2025 the reporting person redeemed Class A Common Units in Welltower OP LLC ("Welltower OP") for property of equal value from Welltower OP, consistent with the terms of the Limited Liability Company Agreement of Welltower OP, dated as of May 24, 2022, as amended. Concurrently with the redemption, an equal number of Other Stock Units issued under the Welltower Inc. 2022 Long-Term Incentive Plan at the time of the issuance of the LTIP Units that converted into these Class A Common Units were immediately canceled for no consideration in accordance with their terms. F1 · derivative.expiration_date: On June 6, 2025 the reporting person redeemed Class A Common Units in Welltower OP LLC ("Welltower OP") for property of equal value from Welltower OP, consistent with the terms of the Limited Liability Company Agreement of Welltower OP, dated as of May 24, 2022, as amended. Concurrently with the redemption, an equal number of Other Stock Units issued under the Welltower Inc. 2022 Long-Term Incentive Plan at the time of the issuance of the LTIP Units that converted into these Class A Common Units were immediately canceled for no consideration in accordance with their terms. Read SEC document |
| May 30, 2025 Filed Jun 17, 2025 20:47 UTC | WELLTOWER INC. WELL · Entity 2853 | GrantCommon Stock | 112 | $113.93 | $12,760.16 |
DisclosureSEC source: 0000950170-25-087455 · ownership.xml · nonDerivative · entry 1 Mitra Shankh · CIK 0001698445 · Director · CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 77,770 F1 · kind: The reporting person is voluntarily reporting the acquisition of shares pursuant to the Welltower Inc. Employee Stock Purchase Plan ("ESPP"). This transaction was exempt under both Rule 16b-3(c) and Rule 16b-3(d). F2 · price: In accordance with the ESPP these shares were purchased based on 85% of the closing stock price on December 2, 2024, the first trading day of the offering period. Read SEC document |
| May 07, 2025 Filed May 9, 2025 18:48 UTC | Public Storage PSA · Entity 1436 | GrantStock Option (Right to Buy) · Derivative | 3,177 | $0.00 Strike: $299.90 | $0.00 |
DisclosureSEC source: 0001393311-25-000093 · wk-form4_1746816520.xml · derivative · entry 1 Mitra Shankh · CIK 0001698445 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,177 Underlying: Common Shares · 3,177 shares Expires 2035-05-06 F1 · security: Stock Option granted pursuant to the Amended and Restated Public Storage 2021 Equity and Performance-Based Incentive Compensation Plan. Option vests in full one (1) year from the grant date. Read SEC document |
| April 30, 2025 Filed May 1, 2026 21:38 UTC | WELLTOWER INC. WELL · Entity 2853 | GiftCommon Stock | 700 | $0.00 | $0.00 |
DisclosureSEC source: 0001193125-26-201785 · ownership.xml · nonDerivative · entry 1 Mitra Shankh · CIK 0001698445 · Director · CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 76,639 Read SEC document |
| March 31, 2025 Filed Apr 1, 2025 00:34 UTC | Public Storage PSA · Entity 1436 | GrantCommon Shares | 111 | $299.29 | $33,221.19 |
DisclosureSEC source: 0001393311-25-000058 · wk-form4_1743467678.xml · nonDerivative · entry 1 Mitra Shankh · CIK 0001698445 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 8,540 F1 · shares: Grant of unrestricted Company common shares pursuant to the Company's Non-Management Trustee Compensation and Deferral Program under the Company's 2021 Equity and Performance-Based Incentive Compensation Plan. The number of shares granted represents the quotient of the dollar amount of the portion of the cash retainers the reporting person has earned for the applicable calendar quarter and elected to be paid in common shares, divided by the Company's closing share price on the grant date, rounded up to the nearest share. Read SEC document |
| February 18, 2025 Filed Feb 24, 2025 21:28 UTC | WELLTOWER INC. WELL · Entity 2853 | GrantOther Stock Units · Derivative | 208,020 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000950170-25-025662 · ownership.xml · derivative · entry 2 Mitra Shankh · CIK 0001698445 · Director · CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 208,020 Underlying: Common · 208,020 shares Expires not disclosed F3 · derivative.exercise_price: Solely in order to reserve Common Shares to satisfy any exchange in respect of OP Units as contemplated herein that might occur in the future, the reporting person also received an award of Other Stock Units under the Welltower Inc. 2022 Long-Term Incentive Plan (the "2022 Plan") that were deemed vested upon the vesting of the LTIP Units described above. The award of Other Stock Units provides the reporting person with the ability to acquire Common Shares under the 2022 Plan only through the exchange of OP Units for those shares and in no other manner. Upon the exchange of OP Units for Common Shares, the reporting person will relinquish all rights to the exchanged OP Units. Any Other Stock Units that may be remaining after all OP Units have been exchanged will be immediately canceled for no consideration. F3 · price: Solely in order to reserve Common Shares to satisfy any exchange in respect of OP Units as contemplated herein that might occur in the future, the reporting person also received an award of Other Stock Units under the Welltower Inc. 2022 Long-Term Incentive Plan (the "2022 Plan") that were deemed vested upon the vesting of the LTIP Units described above. The award of Other Stock Units provides the reporting person with the ability to acquire Common Shares under the 2022 Plan only through the exchange of OP Units for those shares and in no other manner. Upon the exchange of OP Units for Common Shares, the reporting person will relinquish all rights to the exchanged OP Units. Any Other Stock Units that may be remaining after all OP Units have been exchanged will be immediately canceled for no consideration. F3 · derivative.exercise_date: Solely in order to reserve Common Shares to satisfy any exchange in respect of OP Units as contemplated herein that might occur in the future, the reporting person also received an award of Other Stock Units under the Welltower Inc. 2022 Long-Term Incentive Plan (the "2022 Plan") that were deemed vested upon the vesting of the LTIP Units described above. The award of Other Stock Units provides the reporting person with the ability to acquire Common Shares under the 2022 Plan only through the exchange of OP Units for those shares and in no other manner. Upon the exchange of OP Units for Common Shares, the reporting person will relinquish all rights to the exchanged OP Units. Any Other Stock Units that may be remaining after all OP Units have been exchanged will be immediately canceled for no consideration. F3 · derivative.expiration_date: Solely in order to reserve Common Shares to satisfy any exchange in respect of OP Units as contemplated herein that might occur in the future, the reporting person also received an award of Other Stock Units under the Welltower Inc. 2022 Long-Term Incentive Plan (the "2022 Plan") that were deemed vested upon the vesting of the LTIP Units described above. The award of Other Stock Units provides the reporting person with the ability to acquire Common Shares under the 2022 Plan only through the exchange of OP Units for those shares and in no other manner. Upon the exchange of OP Units for Common Shares, the reporting person will relinquish all rights to the exchanged OP Units. Any Other Stock Units that may be remaining after all OP Units have been exchanged will be immediately canceled for no consideration. Read SEC document |
| February 18, 2025 Filed Feb 24, 2025 21:28 UTC | WELLTOWER INC. WELL · Entity 2853 | GrantLTIP Units · Derivative | 208,020 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000950170-25-025662 · ownership.xml · derivative · entry 1 Mitra Shankh · CIK 0001698445 · Director · CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 208,020 Underlying: Common · 208,020 shares Expires not disclosed F1 · derivative.exercise_price: These membership interests in Welltower OP LLC ("Welltower OP") designated as LTIP Units ("LTIP Units") were originally granted without cash consideration to the reporting person on January 12, 2022 in the form of performance-based restricted stock units ("PSUs") of Welltower Inc. (the "Issuer"). On January 3, 2023, at the election of the reporting person, the PSUs were converted into LTIP Units. LTIP Units are intended to qualify as profits interests for US federal income tax purposes and, once both (1) vested and (2) possessing a per unit capital account balance equal to a Class A Common Unit of Welltower OP ("OP Unit"), are convertible into OP Units, which OP Units may be exchanged by the reporting person for shares of common stock, par value $1.00 per share ("Common Shares") of the Issuer or the equivalent cash value of Common Shares, as determined by the Issuer. F2 · price: The reported transaction was a vesting of 208,020 LTIP Units on February 18, 2025, which were automatically converted into the same number of OP Units. No amount was payable in connection with the vesting of the LTIP Units or the conversion of the LTIP Units into OP Units. F1 · derivative.exercise_date: These membership interests in Welltower OP LLC ("Welltower OP") designated as LTIP Units ("LTIP Units") were originally granted without cash consideration to the reporting person on January 12, 2022 in the form of performance-based restricted stock units ("PSUs") of Welltower Inc. (the "Issuer"). On January 3, 2023, at the election of the reporting person, the PSUs were converted into LTIP Units. LTIP Units are intended to qualify as profits interests for US federal income tax purposes and, once both (1) vested and (2) possessing a per unit capital account balance equal to a Class A Common Unit of Welltower OP ("OP Unit"), are convertible into OP Units, which OP Units may be exchanged by the reporting person for shares of common stock, par value $1.00 per share ("Common Shares") of the Issuer or the equivalent cash value of Common Shares, as determined by the Issuer. F1 · derivative.expiration_date: These membership interests in Welltower OP LLC ("Welltower OP") designated as LTIP Units ("LTIP Units") were originally granted without cash consideration to the reporting person on January 12, 2022 in the form of performance-based restricted stock units ("PSUs") of Welltower Inc. (the "Issuer"). On January 3, 2023, at the election of the reporting person, the PSUs were converted into LTIP Units. LTIP Units are intended to qualify as profits interests for US federal income tax purposes and, once both (1) vested and (2) possessing a per unit capital account balance equal to a Class A Common Unit of Welltower OP ("OP Unit"), are convertible into OP Units, which OP Units may be exchanged by the reporting person for shares of common stock, par value $1.00 per share ("Common Shares") of the Issuer or the equivalent cash value of Common Shares, as determined by the Issuer. F2 · derivative.underlying_shares: The reported transaction was a vesting of 208,020 LTIP Units on February 18, 2025, which were automatically converted into the same number of OP Units. No amount was payable in connection with the vesting of the LTIP Units or the conversion of the LTIP Units into OP Units. Read SEC document |
| December 31, 2024 Filed Jan 3, 2025 18:52 UTC | Public Storage PSA · Entity 1436 | GrantCommon Shares | 111 | $299.44 | $33,237.84 |
DisclosureSEC source: 0001393311-25-000002 · wk-form4_1735930335.xml · nonDerivative · entry 1 Mitra Shankh · CIK 0001698445 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 8,429 F1 · shares: Grant of unrestricted Company common shares pursuant to the Company's Non-Management Trustee Compensation and Deferral Program under the Company's 2021 Equity and Performance-Based Incentive Compensation Plan. The number of shares granted represents the quotient of the dollar amount of the portion of the cash retainers the reporting person has earned for the applicable calendar quarter and elected to be paid in common shares, divided by the Company's closing share price on the grant date, rounded up to the nearest share. Read SEC document |
| November 29, 2024 Filed Dec 10, 2024 21:47 UTC | WELLTOWER INC. WELL · Entity 2853 | GrantCommon Stock | 105 | $104.06 | $10,926.30 |
DisclosureSEC source: 0000950170-24-135019 · ownership.xml · nonDerivative · entry 2 Mitra Shankh · CIK 0001698445 · Director · CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 77,658 F1 · kind: The reporting person is voluntarily reporting the acquisition of shares pursuant to the Welltower Inc. Employee Stock Purchase Plan ("ESPP"). This transaction was exempt under both Rule 16b-3(c) and Rule 16b-3(d). F4 · price: In accordance with the ESPP these shares were purchased based on 85% of the closing stock price on June 1, 2024, the first trading day of the offering period. Read SEC document |
| September 30, 2024 Filed Oct 1, 2024 19:39 UTC | Public Storage PSA · Entity 1436 | GrantCommon Shares | 92 | $363.87 | $33,476.04 |
DisclosureSEC source: 0001393311-24-000186 · wk-form4_1727811555.xml · nonDerivative · entry 1 Mitra Shankh · CIK 0001698445 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 8,318 F1 · shares: Grant of unrestricted Company common shares pursuant to the Company's Non-Management Trustee Compensation and Deferral Program under the Company's 2021 Equity and Performance-Based Incentive Compensation Plan. The number of shares granted represents the quotient of the dollar amount of the portion of the cash retainers the reporting person has earned for the applicable calendar quarter and elected to be paid in common shares, divided by the Company's closing share price on the grant date, rounded up to the nearest share. F2 · balance_after: Includes 432 deferred share units. Read SEC document |
| June 30, 2024 Filed Jul 2, 2024 18:19 UTC | Public Storage PSA · Entity 1436 | GrantCommon Shares | 116 | $287.65 | $33,367.40 |
DisclosureSEC source: 0001393311-24-000152 · wk-form4_1719944391.xml · nonDerivative · entry 1 Mitra Shankh · CIK 0001698445 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 8,226 F1 · shares: Grant of unrestricted Company common shares pursuant to the Company's Non-Management Trustee Compensation and Deferral Program under the Company's 2021 Equity and Performance-Based Incentive Compensation Plan. The number of shares granted represents the quotient of the dollar amount of the portion of the cash retainers the reporting person has earned for the applicable calendar quarter and elected to be paid in common shares, divided by the Company's closing share price on the grant date, rounded up to the nearest share. F2 · balance_after: Includes 432 deferred share units. Read SEC document |
| June 24, 2024 Filed Jun 24, 2024 21:11 UTC | WELLTOWER INC. WELL · Entity 2853 | GiftCommon Stock | 244 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-24-076876 · ownership.xml · nonDerivative · entry 1 Mitra Shankh · CIK 0001698445 · Director · CEO & Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 77,396 Read SEC document |
| May 31, 2024 Filed Dec 10, 2024 21:47 UTC | WELLTOWER INC. WELL · Entity 2853 | GrantCommon Stock | 157 | $89.46 | $14,045.22 |
DisclosureSEC source: 0000950170-24-135019 · ownership.xml · nonDerivative · entry 1 Mitra Shankh · CIK 0001698445 · Director · CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 77,553 F1 · kind: The reporting person is voluntarily reporting the acquisition of shares pursuant to the Welltower Inc. Employee Stock Purchase Plan ("ESPP"). This transaction was exempt under both Rule 16b-3(c) and Rule 16b-3(d). F2 · price: In accordance with the ESPP these shares were purchased based on 85% of the closing stock price on December 1, 2023, the first trading day of the offering period. Read SEC document |
| May 07, 2024 Filed May 8, 2024 22:52 UTC | Public Storage PSA · Entity 1436 | GrantStock Option (Right to Buy) · Derivative | 3,600 | $0.00 Strike: $273.20 | $0.00 |
DisclosureSEC source: 0001393311-24-000115 · wk-form4_1715208732.xml · derivative · entry 1 Mitra Shankh · CIK 0001698445 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,600 Underlying: Common Shares · 3,600 shares Expires 2034-05-06 F1 · security: Stock Option granted pursuant to the Public Storage 2021 Equity and Performance-Based Incentive Compensation Plan. Option vests in full one (1) year from the grant date. Read SEC document |
| March 31, 2024 Filed Apr 3, 2024 18:01 UTC | Public Storage PSA · Entity 1436 | GrantCommon Shares | 115 | $290.06 | $33,356.90 |
DisclosureSEC source: 0001393311-24-000097 · wk-form4_1712167296.xml · nonDerivative · entry 1 Mitra Shankh · CIK 0001698445 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 8,110 F1 · shares: Grant of unrestricted Company common shares pursuant to the Company's Non-Management Trustee Compensation and Deferral Program under the Company's 2021 Equity and Performance-Based Incentive Compensation Plan. The number of shares granted represents the quotient of the dollar amount of the portion of the cash retainers the reporting person has earned for the applicable calendar quarter and elected to be paid in common shares, divided by the Company's closing share price on the grant date, rounded up to the nearest share. F2 · balance_after: Includes 432 deferred share units. Read SEC document |
| February 13, 2024 Filed Feb 15, 2024 22:04 UTC | WELLTOWER INC. WELL · Entity 2853 | GrantOther Stock Units · Derivative | 123,126 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000950170-24-015987 · ownership.xml · derivative · entry 2 Mitra Shankh · CIK 0001698445 · Director · CEO & Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 123,126 Underlying: Common · 123,126 shares Expires not disclosed F3 · derivative.exercise_price: Solely in order to reserve Common Shares to satisfy any exchange in respect of OP Units as contemplated herein that might occur in the future, the reporting person also received an award of Other Stock Units under the Welltower Inc. 2022 Long-Term Incentive Plan (the "2022 Plan"). The award of Other Stock Units provides the reporting person with the ability to acquire Common Shares under the 2022 Plan only through the exchange of OP Units for those shares and in no other manner. Upon the exchange of OP Units for Common Shares, the reporting person will relinquish all rights to the exchanged OP Units. Any Other Stock Units that may be remaining after all OP Units have been exchanged will be immediately canceled for no consideration. F3 · price: Solely in order to reserve Common Shares to satisfy any exchange in respect of OP Units as contemplated herein that might occur in the future, the reporting person also received an award of Other Stock Units under the Welltower Inc. 2022 Long-Term Incentive Plan (the "2022 Plan"). The award of Other Stock Units provides the reporting person with the ability to acquire Common Shares under the 2022 Plan only through the exchange of OP Units for those shares and in no other manner. Upon the exchange of OP Units for Common Shares, the reporting person will relinquish all rights to the exchanged OP Units. Any Other Stock Units that may be remaining after all OP Units have been exchanged will be immediately canceled for no consideration. F3 · derivative.exercise_date: Solely in order to reserve Common Shares to satisfy any exchange in respect of OP Units as contemplated herein that might occur in the future, the reporting person also received an award of Other Stock Units under the Welltower Inc. 2022 Long-Term Incentive Plan (the "2022 Plan"). The award of Other Stock Units provides the reporting person with the ability to acquire Common Shares under the 2022 Plan only through the exchange of OP Units for those shares and in no other manner. Upon the exchange of OP Units for Common Shares, the reporting person will relinquish all rights to the exchanged OP Units. Any Other Stock Units that may be remaining after all OP Units have been exchanged will be immediately canceled for no consideration. F3 · derivative.expiration_date: Solely in order to reserve Common Shares to satisfy any exchange in respect of OP Units as contemplated herein that might occur in the future, the reporting person also received an award of Other Stock Units under the Welltower Inc. 2022 Long-Term Incentive Plan (the "2022 Plan"). The award of Other Stock Units provides the reporting person with the ability to acquire Common Shares under the 2022 Plan only through the exchange of OP Units for those shares and in no other manner. Upon the exchange of OP Units for Common Shares, the reporting person will relinquish all rights to the exchanged OP Units. Any Other Stock Units that may be remaining after all OP Units have been exchanged will be immediately canceled for no consideration. Read SEC document |
| February 13, 2024 Filed Feb 15, 2024 22:04 UTC | WELLTOWER INC. WELL · Entity 2853 | GrantLTIP Units · Derivative | 123,126 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000950170-24-015987 · ownership.xml · derivative · entry 1 Mitra Shankh · CIK 0001698445 · Director · CEO & Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 123,126 Underlying: Common · 123,126 shares Expires not disclosed F1 · derivative.exercise_price: These membership interests in Welltower OP LLC ("Welltower OP") designated as LTIP Units ("LTIP Units") were originally granted without cash consideration to the reporting person on February 16, 2021 in the form of performance-based restricted stock units ("PSUs") of Welltower Inc. (the "Issuer"). On January 3, 2023, at the election of the reporting person, the PSUs were converted into LTIP Units. LTIP Units are intended to qualify as profits interests for US federal income tax purposes and, once both (1) vested and (2) possessing a per unit capital account balance equal to a Class A Common Unit of Welltower OP ("OP Unit"), are convertible into OP Units, which OP Units may be exchanged by the reporting person for shares of common stock, par value $1.00 per share ("Common Shares") of the Issuer or the equivalent cash value of Common Shares, as determined by the Issuer. F2 · price: The reported transaction was (i) vesting of 123,126 LTIP Units on February 13, 2024, which were converted into the same number of OP Units since the per unit capital account balance of each LTIP Unit was already equal to that of an OP Unit and (ii) vesting of an equal amount of Other Stock Units previously granted in tandem with the LTIP Units intended solely to satisfy any future exchange in respect of OP Units into which the LTIP Units converted (as described further in footnote 4 hereto). No amount was payable in connection with the vesting of the LTIP Units or the Other Stock Units or the conversion of the LTIP Units into OP Units. F1 · derivative.exercise_date: These membership interests in Welltower OP LLC ("Welltower OP") designated as LTIP Units ("LTIP Units") were originally granted without cash consideration to the reporting person on February 16, 2021 in the form of performance-based restricted stock units ("PSUs") of Welltower Inc. (the "Issuer"). On January 3, 2023, at the election of the reporting person, the PSUs were converted into LTIP Units. LTIP Units are intended to qualify as profits interests for US federal income tax purposes and, once both (1) vested and (2) possessing a per unit capital account balance equal to a Class A Common Unit of Welltower OP ("OP Unit"), are convertible into OP Units, which OP Units may be exchanged by the reporting person for shares of common stock, par value $1.00 per share ("Common Shares") of the Issuer or the equivalent cash value of Common Shares, as determined by the Issuer. F1 · derivative.expiration_date: These membership interests in Welltower OP LLC ("Welltower OP") designated as LTIP Units ("LTIP Units") were originally granted without cash consideration to the reporting person on February 16, 2021 in the form of performance-based restricted stock units ("PSUs") of Welltower Inc. (the "Issuer"). On January 3, 2023, at the election of the reporting person, the PSUs were converted into LTIP Units. LTIP Units are intended to qualify as profits interests for US federal income tax purposes and, once both (1) vested and (2) possessing a per unit capital account balance equal to a Class A Common Unit of Welltower OP ("OP Unit"), are convertible into OP Units, which OP Units may be exchanged by the reporting person for shares of common stock, par value $1.00 per share ("Common Shares") of the Issuer or the equivalent cash value of Common Shares, as determined by the Issuer. F2 · derivative.underlying_shares: The reported transaction was (i) vesting of 123,126 LTIP Units on February 13, 2024, which were converted into the same number of OP Units since the per unit capital account balance of each LTIP Unit was already equal to that of an OP Unit and (ii) vesting of an equal amount of Other Stock Units previously granted in tandem with the LTIP Units intended solely to satisfy any future exchange in respect of OP Units into which the LTIP Units converted (as described further in footnote 4 hereto). No amount was payable in connection with the vesting of the LTIP Units or the Other Stock Units or the conversion of the LTIP Units into OP Units. Read SEC document |
| January 24, 2024 Filed Jan 25, 2024 21:40 UTC | WELLTOWER INC. WELL · Entity 2853 | GrantOther Stock Units · Derivative | 30,195 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000950170-24-007445 · ownership.xml · derivative · entry 2 Mitra Shankh · CIK 0001698445 · Director · CEO & Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 30,195 Underlying: Common · 30,195 shares Expires not disclosed F2 · derivative.exercise_price: Solely in order to reserve Common Shares to satisfy any exchange in respect of OP Units as contemplated herein that might occur in the future, the reporting person also received an award of Other Stock Units under the Welltower Inc. 2022 Long-Term Incentive Plan (the "2022 Plan"). The award of Other Stock Units provides the reporting person with the ability to acquire Common Shares under the 2022 Plan only through the exchange of OP Units for those shares and in no other manner. Upon the exchange of OP Units for Common Shares, the reporting person will relinquish all rights to the exchanged OP Units. Any Other Stock Units that may be remaining after all OP Units have been exchanged will be immediately canceled for no consideration. F2 · price: Solely in order to reserve Common Shares to satisfy any exchange in respect of OP Units as contemplated herein that might occur in the future, the reporting person also received an award of Other Stock Units under the Welltower Inc. 2022 Long-Term Incentive Plan (the "2022 Plan"). The award of Other Stock Units provides the reporting person with the ability to acquire Common Shares under the 2022 Plan only through the exchange of OP Units for those shares and in no other manner. Upon the exchange of OP Units for Common Shares, the reporting person will relinquish all rights to the exchanged OP Units. Any Other Stock Units that may be remaining after all OP Units have been exchanged will be immediately canceled for no consideration. F2 · derivative.exercise_date: Solely in order to reserve Common Shares to satisfy any exchange in respect of OP Units as contemplated herein that might occur in the future, the reporting person also received an award of Other Stock Units under the Welltower Inc. 2022 Long-Term Incentive Plan (the "2022 Plan"). The award of Other Stock Units provides the reporting person with the ability to acquire Common Shares under the 2022 Plan only through the exchange of OP Units for those shares and in no other manner. Upon the exchange of OP Units for Common Shares, the reporting person will relinquish all rights to the exchanged OP Units. Any Other Stock Units that may be remaining after all OP Units have been exchanged will be immediately canceled for no consideration. F2 · derivative.expiration_date: Solely in order to reserve Common Shares to satisfy any exchange in respect of OP Units as contemplated herein that might occur in the future, the reporting person also received an award of Other Stock Units under the Welltower Inc. 2022 Long-Term Incentive Plan (the "2022 Plan"). The award of Other Stock Units provides the reporting person with the ability to acquire Common Shares under the 2022 Plan only through the exchange of OP Units for those shares and in no other manner. Upon the exchange of OP Units for Common Shares, the reporting person will relinquish all rights to the exchanged OP Units. Any Other Stock Units that may be remaining after all OP Units have been exchanged will be immediately canceled for no consideration. Read SEC document |
| January 24, 2024 Filed Jan 25, 2024 21:40 UTC | WELLTOWER INC. WELL · Entity 2853 | GrantLTIP Units · Derivative | 30,195 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000950170-24-007445 · ownership.xml · derivative · entry 1 Mitra Shankh · CIK 0001698445 · Director · CEO & Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 30,195 Underlying: Common · 30,195 shares Expires not disclosed F1 · derivative.exercise_price: Represents an award, granted without cash consideration, of membership interests in Welltower OP LLC ("Welltower OP"), a subsidiary of Welltower Inc. (the "Issuer"), designated as LTIP Units ("LTIP Units"), which LTIP Units are intended to qualify as profits interests for US federal income tax purposes. The LTIP Units are scheduled to vest in four equal installments on Jan. 15, 2025, Jan. 15, 2026, Jan. 15, 2027 and Jan. 15, 2028, subject to the reporting person's continued employment on each applicable vesting date. The LTIP Units, if and as they become vested, are convertible, conditioned upon the satisfaction of minimum allocations to the capital accounts of the LTIP Units for federal income tax purposes, into Class A Common Units in Welltower OP ("OP Units"). The resulting OP Units may be exchanged by the reporting person for shares of common stock, par value $1.00 per share ("Common Shares") of the Issuer or the equivalent cash value of Common Shares, as determined by the Issuer. F1 · price: Represents an award, granted without cash consideration, of membership interests in Welltower OP LLC ("Welltower OP"), a subsidiary of Welltower Inc. (the "Issuer"), designated as LTIP Units ("LTIP Units"), which LTIP Units are intended to qualify as profits interests for US federal income tax purposes. The LTIP Units are scheduled to vest in four equal installments on Jan. 15, 2025, Jan. 15, 2026, Jan. 15, 2027 and Jan. 15, 2028, subject to the reporting person's continued employment on each applicable vesting date. The LTIP Units, if and as they become vested, are convertible, conditioned upon the satisfaction of minimum allocations to the capital accounts of the LTIP Units for federal income tax purposes, into Class A Common Units in Welltower OP ("OP Units"). The resulting OP Units may be exchanged by the reporting person for shares of common stock, par value $1.00 per share ("Common Shares") of the Issuer or the equivalent cash value of Common Shares, as determined by the Issuer. F1 · derivative.exercise_date: Represents an award, granted without cash consideration, of membership interests in Welltower OP LLC ("Welltower OP"), a subsidiary of Welltower Inc. (the "Issuer"), designated as LTIP Units ("LTIP Units"), which LTIP Units are intended to qualify as profits interests for US federal income tax purposes. The LTIP Units are scheduled to vest in four equal installments on Jan. 15, 2025, Jan. 15, 2026, Jan. 15, 2027 and Jan. 15, 2028, subject to the reporting person's continued employment on each applicable vesting date. The LTIP Units, if and as they become vested, are convertible, conditioned upon the satisfaction of minimum allocations to the capital accounts of the LTIP Units for federal income tax purposes, into Class A Common Units in Welltower OP ("OP Units"). The resulting OP Units may be exchanged by the reporting person for shares of common stock, par value $1.00 per share ("Common Shares") of the Issuer or the equivalent cash value of Common Shares, as determined by the Issuer. F1 · derivative.expiration_date: Represents an award, granted without cash consideration, of membership interests in Welltower OP LLC ("Welltower OP"), a subsidiary of Welltower Inc. (the "Issuer"), designated as LTIP Units ("LTIP Units"), which LTIP Units are intended to qualify as profits interests for US federal income tax purposes. The LTIP Units are scheduled to vest in four equal installments on Jan. 15, 2025, Jan. 15, 2026, Jan. 15, 2027 and Jan. 15, 2028, subject to the reporting person's continued employment on each applicable vesting date. The LTIP Units, if and as they become vested, are convertible, conditioned upon the satisfaction of minimum allocations to the capital accounts of the LTIP Units for federal income tax purposes, into Class A Common Units in Welltower OP ("OP Units"). The resulting OP Units may be exchanged by the reporting person for shares of common stock, par value $1.00 per share ("Common Shares") of the Issuer or the equivalent cash value of Common Shares, as determined by the Issuer. Read SEC document |
| December 31, 2023 Filed Jan 4, 2024 00:10 UTC | Public Storage PSA · Entity 1436 | GrantCommon Shares | 105 | $305.00 | $32,025.00 |
DisclosureSEC source: 0001393311-24-000014 · wk-form4_1704326988.xml · nonDerivative · entry 1 Mitra Shankh · CIK 0001698445 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 7,995 F1 · shares: Grant of unrestricted Company common shares pursuant to the Company's Non-Management Trustee Compensation and Deferral Program under the Company's 2021 Equity and Performance-Based Incentive Compensation Plan. The number of shares granted represents the quotient of the dollar amount of the portion of the cash retainers the reporting person has earned for the applicable calendar quarter and elected to be paid in common shares, divided by the Company's closing share price on the grant date, rounded up to the nearest share. F2 · balance_after: Includes 432 deferred share units. Read SEC document |
| December 12, 2023 Filed Dec 12, 2023 21:21 UTC | WELLTOWER INC. WELL · Entity 2853 | GiftCommon Stock | 345 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-058278 · doc4.xml · nonDerivative · entry 1 Mitra Shankh · CIK 0001698445 · Director · CEO & Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 77,640 Read SEC document |
| November 02, 2023 Filed Nov 3, 2023 20:26 UTC | WELLTOWER INC. WELL · Entity 2853 | GiftCommon Stock | 2,907 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-054322 · doc4.xml · nonDerivative · entry 1 Mitra Shankh · CIK 0001698445 · Director · CEO & Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 77,985 Read SEC document |
| September 30, 2023 Filed Oct 3, 2023 19:38 UTC | Public Storage PSA · Entity 1436 | GrantCommon Shares | 121 | $263.52 | $31,885.92 |
DisclosureSEC source: 0001062993-23-018770 · form4.xml · nonDerivative · entry 1 Mitra Shankh · CIK 0001698445 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 7,890 F1 · shares: Grant of unrestricted shares of the Company's common stock pursuant to the Company's Non-Management Trustee Compensation and Deferral Program under the Company's 2021 Equity and Performance-Based Incentive Compensation Plan. The number of shares granted represents the quotient of the dollar amount of the portion of the cash retainers the reporting person has earned for the applicable calendar quarter and elected to be paid in shares of common stock, divided by the Company's closing stock price on the grant date, rounded up to the nearest share. F2 · balance_after: Includes 432 deferred stock units. Read SEC document |
| June 30, 2023 Filed Jul 3, 2023 22:59 UTC | Public Storage PSA · Entity 1436 | GrantCommon Shares | 110 | $291.88 | $32,106.80 |
DisclosureSEC source: 0001393311-23-000071 · wk-form4_1688425174.xml · nonDerivative · entry 1 Mitra Shankh · CIK 0001698445 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 7,769 F1 · shares: Grant of unrestricted shares of the Company's common stock pursuant to the Company's Non-Management Trustee Compensation and Deferral Program under the Company's 2021 Equity and Performance-Based Incentive Compensation Plan. The number of shares granted represents the quotient of the dollar amount of the portion of the cash retainers the reporting person has earned for the applicable calendar quarter and elected to be paid in shares of common stock, divided by the Company's closing stock price on the grant date, rounded up to the nearest share. F2 · balance_after: Includes 432 deferred stock units. Read SEC document |
| June 20, 2023 Filed Jun 21, 2023 00:59 UTC | WELLTOWER INC. WELL · Entity 2853 | GiftCommon Stock | 80 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-038676 · doc4.xml · nonDerivative · entry 3 Mitra Shankh · CIK 0001698445 · CEO & Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 80,892 Read SEC document |
| June 16, 2023 Filed Jun 21, 2023 00:59 UTC | WELLTOWER INC. WELL · Entity 2853 | GiftCommon Stock | 328 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-038676 · doc4.xml · nonDerivative · entry 2 Mitra Shankh · CIK 0001698445 · CEO & Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 80,972 Read SEC document |
| May 31, 2023 Filed Jun 21, 2023 00:59 UTC | WELLTOWER INC. WELL · Entity 2853 | GrantCommon Stock | 352 | $60.34 | $21,239.68 |
DisclosureSEC source: 0001209191-23-038676 · doc4.xml · nonDerivative · entry 1 Mitra Shankh · CIK 0001698445 · CEO & Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 81,300 F1 · shares: These shares were acquired under the Welltower Inc. Employee Stock Purchase Plan (the "ESPP") in a transaction that was exempt under both Rule 16b-3(d) and Rule 16b-3(c). Read SEC document |
| May 02, 2023 Filed May 4, 2023 16:19 UTC | Public Storage PSA · Entity 1436 | GrantStock Option (Right to Buy) · Derivative | 5,000 | $0.00 Strike: $286.81 | $0.00 |
DisclosureSEC source: 0001393311-23-000033 · wk-form4_1683217189.xml · derivative · entry 1 Mitra Shankh · CIK 0001698445 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,000 Underlying: Common Shares · 5,000 shares Expires 2033-05-02 F1 · security: Stock Option granted pursuant to the Public Storage 2021 Equity and Performance-Based Incentive Compensation Plan. Option vests in three (3) equal annual installments beginning one (1) year from the grant date. F2 · derivative.exercise_date: This option to purchase 5,000 common shares becomes exercisable as to one-third on each of May 2, 2024, 2025, and 2026. Read SEC document |
| March 31, 2023 Filed Apr 4, 2023 22:52 UTC | Public Storage PSA · Entity 1436 | GrantCommon Stock | 106 | $302.14 | $32,026.84 |
DisclosureSEC source: 0001140361-23-016392 · form4.xml · nonDerivative · entry 1 Mitra Shankh · CIK 0001698445 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 7,659 F1 · shares: Grant of unrestricted shares of the Company's common stock pursuant to the Company's Non-Management Trustee Compensation and Deferral Program under the Company's 2021 Equity and Performance-Based Incentive Compensation Plan. The number of shares granted represents the quotient of the dollar amount of the portion of the cash retainers the reporting person has earned for the applicable calendar quarter and elected to be paid in shares of common stock, divided by the Company's closing stock price on the grant date, rounded up to the nearest share. F2 · balance_after: Includes 432 deferred stock units. Read SEC document |
| February 23, 2023 Filed Feb 27, 2023 22:08 UTC | WELLTOWER INC. WELL · Entity 2853 | GrantOther Stock Units · Derivative | 114,915 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-23-013265 · doc4.xml · derivative · entry 3 Mitra Shankh · CIK 0001698445 · CEO & Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 114,915 Underlying: Common · 114,915 shares Expires not disclosed F4 · derivative.exercise_price: Solely in order to reserve Common Shares to satisfy any exchange in respect of OP Units as contemplated herein that might occur in the future, the reporting person also received an award of Other Stock Units under the Welltower Inc. 2022 Long-Term Incentive Plan (the "2022 Plan"). The award of Other Stock Units provides the reporting person with the ability to acquire Common Shares under the 2022 Plan only through the exchange of OP Units for those shares and in no other manner. Upon the exchange of OP Units for Common Shares, the reporting person will relinquish all rights to the exchanged OP Units. Any Other Stock Units that may be remaining after all OP Units have been exchanged will be immediately canceled for no consideration. F4 · price: Solely in order to reserve Common Shares to satisfy any exchange in respect of OP Units as contemplated herein that might occur in the future, the reporting person also received an award of Other Stock Units under the Welltower Inc. 2022 Long-Term Incentive Plan (the "2022 Plan"). The award of Other Stock Units provides the reporting person with the ability to acquire Common Shares under the 2022 Plan only through the exchange of OP Units for those shares and in no other manner. Upon the exchange of OP Units for Common Shares, the reporting person will relinquish all rights to the exchanged OP Units. Any Other Stock Units that may be remaining after all OP Units have been exchanged will be immediately canceled for no consideration. F4 · derivative.exercise_date: Solely in order to reserve Common Shares to satisfy any exchange in respect of OP Units as contemplated herein that might occur in the future, the reporting person also received an award of Other Stock Units under the Welltower Inc. 2022 Long-Term Incentive Plan (the "2022 Plan"). The award of Other Stock Units provides the reporting person with the ability to acquire Common Shares under the 2022 Plan only through the exchange of OP Units for those shares and in no other manner. Upon the exchange of OP Units for Common Shares, the reporting person will relinquish all rights to the exchanged OP Units. Any Other Stock Units that may be remaining after all OP Units have been exchanged will be immediately canceled for no consideration. F4 · derivative.expiration_date: Solely in order to reserve Common Shares to satisfy any exchange in respect of OP Units as contemplated herein that might occur in the future, the reporting person also received an award of Other Stock Units under the Welltower Inc. 2022 Long-Term Incentive Plan (the "2022 Plan"). The award of Other Stock Units provides the reporting person with the ability to acquire Common Shares under the 2022 Plan only through the exchange of OP Units for those shares and in no other manner. Upon the exchange of OP Units for Common Shares, the reporting person will relinquish all rights to the exchanged OP Units. Any Other Stock Units that may be remaining after all OP Units have been exchanged will be immediately canceled for no consideration. Read SEC document |
| February 23, 2023 Filed Feb 27, 2023 22:08 UTC | WELLTOWER INC. WELL · Entity 2853 | GrantLTIP Units · Derivative | 35,452 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-23-013265 · doc4.xml · derivative · entry 2 Mitra Shankh · CIK 0001698445 · CEO & Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 35,452 Underlying: Common · 35,452 shares Expires not disclosed F3 · derivative.exercise_price: Represents an award, granted without cash consideration, of LTIP Units. The LTIP Units are scheduled to vest in four equal installments on Jan. 15, 2024, Jan. 15, 2025, Jan. 15, 2026 and Jan. 15, 2027, subject to the reporting person's continued employment on each applicable vesting date. The LTIP Units, if and as they become vested, are convertible, conditioned upon the satisfaction of minimum allocations to the capital accounts of the LTIP Units for federal income tax purposes, into 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: Represents an award, granted without cash consideration, of LTIP Units. The LTIP Units are scheduled to vest in four equal installments on Jan. 15, 2024, Jan. 15, 2025, Jan. 15, 2026 and Jan. 15, 2027, subject to the reporting person's continued employment on each applicable vesting date. The LTIP Units, if and as they become vested, are convertible, conditioned upon the satisfaction of minimum allocations to the capital accounts of the LTIP Units for federal income tax purposes, into 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: Represents an award, granted without cash consideration, of LTIP Units. The LTIP Units are scheduled to vest in four equal installments on Jan. 15, 2024, Jan. 15, 2025, Jan. 15, 2026 and Jan. 15, 2027, subject to the reporting person's continued employment on each applicable vesting date. The LTIP Units, if and as they become vested, are convertible, conditioned upon the satisfaction of minimum allocations to the capital accounts of the LTIP Units for federal income tax purposes, into 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: Represents an award, granted without cash consideration, of LTIP Units. The LTIP Units are scheduled to vest in four equal installments on Jan. 15, 2024, Jan. 15, 2025, Jan. 15, 2026 and Jan. 15, 2027, subject to the reporting person's continued employment on each applicable vesting date. The LTIP Units, if and as they become vested, are convertible, conditioned upon the satisfaction of minimum allocations to the capital accounts of the LTIP Units for federal income tax purposes, into 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 |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.