Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Douglas Emmett IncDEI · Entity 4415 | Director | December 30, 2021 | January 05, 2022 |
| WELLTOWER INC.WELL · Entity 2853 | Director | February 26, 2026 | February 27, 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.
Douglas Emmett Inc
Report date December 30, 2021 · Filed January 05, 2022
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Long Term Incentive Plan UnitsSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 · Expires 2031-12-30 | Direct | 6,525 |
Reported balance
After 2021-12-30 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2021-12-30 · Grant · Acquired 6,525 · Balance 6,525 F1: Long term incentive plan units ("LTIP Units") in Douglas Emmett Properties, LP, a DE limited partnership (the "Operating Partnership") granted pursuant to the 2016 Omnibus Stock Incentive Plan of Douglas Emmett, Inc. ("Issuer"). Issuer is the sole stockholder of the general partner of the Operating Partnership. Upon vesting and certain additional criteria, each LTIP Unit can be converted into one partnership common unit ("OP Unit") of the Operating Partnership, which is ultimately exchangeable into common stock of Issuer, only, if applicable, after achievement of a specified percentage increase in Gross Asset Values of the assets of the Operating Partnership. LTIP Units not converted into OP Units within 10 years of the grant date will be forfeited. Upon the occurrence of certain events, OP Units are redeemable by the holder, without consideration, for an equivalent number of shares of Issuer's common stock or for the cash value of such shares, at Issuer's election. F2: LTIP Units granted as part of Reporting Person's annual compensation for service as a director of Issuer. F3: LTIP Units vest in one-quarter equal installments on January 1, 2022, April 1, 2022, July 1, 2022, and October 1, 2022. F4: Derivative securities owned by the Reporting Person include the LTIP Units reported herein, an additional 10,508 fully vested LTIP Units previously granted pursuant to Issuer's 2016 Omnibus Stock Incentive Plan, and 3,811 OP Units. |
Filing footnotes · ownership attribution and instrument terms
F1: Long term incentive plan units ("LTIP Units") in Douglas Emmett Properties, LP, a DE limited partnership (the "Operating Partnership") granted pursuant to the 2016 Omnibus Stock Incentive Plan of Douglas Emmett, Inc. ("Issuer"). Issuer is the sole stockholder of the general partner of the Operating Partnership. Upon vesting and certain additional criteria, each LTIP Unit can be converted into one partnership common unit ("OP Unit") of the Operating Partnership, which is ultimately exchangeable into common stock of Issuer, only, if applicable, after achievement of a specified percentage increase in Gross Asset Values of the assets of the Operating Partnership. LTIP Units not converted into OP Units within 10 years of the grant date will be forfeited. Upon the occurrence of certain events, OP Units are redeemable by the holder, without consideration, for an equivalent number of shares of Issuer's common stock or for the cash value of such shares, at Issuer's election.
F2: LTIP Units granted as part of Reporting Person's annual compensation for service as a director of Issuer.
F3: LTIP Units vest in one-quarter equal installments on January 1, 2022, April 1, 2022, July 1, 2022, and October 1, 2022.
F4: Derivative securities owned by the Reporting Person include the LTIP Units reported herein, an additional 10,508 fully vested LTIP Units previously granted pursuant to Issuer's 2016 Omnibus Stock Incentive Plan, and 3,811 OP Units.
WELLTOWER INC.
Report date February 26, 2026 · Filed February 27, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 16,057 |
Reported balance
After 2026-02-26 transaction · row 1
1 source rowRow 1 · 2026-02-26 · Grant · Acquired 1,056 · Balance 16,057 F1: These shares represent deferred stock units that were granted without cash consideration on February 26, 2026 under the Amended and Restated Welltower Inc. 2022 Long-Term Incentive Plan. Each deferred stock unit will be settled in common stock upon vesting on February 26, 2027. |
Filing footnotes · ownership attribution and instrument terms
F1: These shares represent deferred stock units that were granted without cash consideration on February 26, 2026 under the Amended and Restated Welltower Inc. 2022 Long-Term Incentive Plan. Each deferred stock unit will be settled in common stock upon vesting on February 26, 2027.
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 |
|---|---|---|---|---|---|---|
| February 26, 2026 Filed Feb 27, 2026 21:59 UTC | WELLTOWER INC. WELL · Entity 2853 | GrantCommon Stock | 1,056 | $0.00 | $0.00 |
DisclosureSEC source: 0001193125-26-083091 · ownership.xml · nonDerivative · entry 1 Spisso Johnese · CIK 0001760632 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 16,057 F1 · date: These shares represent deferred stock units that were granted without cash consideration on February 26, 2026 under the Amended and Restated Welltower Inc. 2022 Long-Term Incentive Plan. Each deferred stock unit will be settled in common stock upon vesting on February 26, 2027. F1 · shares: These shares represent deferred stock units that were granted without cash consideration on February 26, 2026 under the Amended and Restated Welltower Inc. 2022 Long-Term Incentive Plan. Each deferred stock unit will be settled in common stock upon vesting on February 26, 2027. Read SEC document |
| February 28, 2025 Filed Mar 3, 2025 22:16 UTC | WELLTOWER INC. WELL · Entity 2853 | GrantCommon Stock | 1,434 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-25-031046 · ownership.xml · nonDerivative · entry 1 Spisso Johnese · CIK 0001760632 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 15,001 F1 · date: These shares represent deferred stock units that were granted without cash consideration on February 28, 2025 under the Welltower Inc. 2022 Long-Term Incentive Plan. Each deferred stock unit will be settled in common stock upon vesting on February 28, 2026. F1 · shares: These shares represent deferred stock units that were granted without cash consideration on February 28, 2025 under the Welltower Inc. 2022 Long-Term Incentive Plan. Each deferred stock unit will be settled in common stock upon vesting on February 28, 2026. Read SEC document |
| March 01, 2024 Filed Mar 5, 2024 02:50 UTC | WELLTOWER INC. WELL · Entity 2853 | GrantCommon Stock | 2,157 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-24-025308 · ownership.xml · nonDerivative · entry 1 Spisso Johnese · CIK 0001760632 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 13,567 F1 · date: These shares represent deferred stock units that were granted without cash consideration on March 1, 2024 under the Welltower Inc. 2022 Long-Term Incentive Plan. Each deferred stock unit will be settled in common stock upon vesting on March 1, 2025. F1 · shares: These shares represent deferred stock units that were granted without cash consideration on March 1, 2024 under the Welltower Inc. 2022 Long-Term Incentive Plan. Each deferred stock unit will be settled in common stock upon vesting on March 1, 2025. Read SEC document |
| February 23, 2023 Filed Feb 27, 2023 22:14 UTC | WELLTOWER INC. WELL · Entity 2853 | GrantCommon Stock | 2,627 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-013275 · doc4.xml · nonDerivative · entry 1 Spisso Johnese · CIK 0001760632 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,410 F1 · shares: These shares represent deferred stock units that were granted without cash consideration on February 23, 2023 under the Welltower Inc. 2022 Long-Term Incentive Plan. Each deferred stock unit will be settled in common stock upon vesting on February 23, 2024. F1 · price: These shares represent deferred stock units that were granted without cash consideration on February 23, 2023 under the Welltower Inc. 2022 Long-Term Incentive Plan. Each deferred stock unit will be settled in common stock upon vesting on February 23, 2024. Read SEC document |
| March 03, 2022 Filed Mar 7, 2022 21:54 UTC | WELLTOWER INC. WELL · Entity 2853 | GrantCommon Stock | 2,050 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-016712 · doc4.xml · nonDerivative · entry 1 Spisso Johnese · CIK 0001760632 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,783 F1 · shares: These shares represent deferred stock units that were granted without cash consideration on March 3, 3022 under the Welltower Inc. 2016 Long-Term Incentive Plan. Each deferred stock unit will be settled in common stock upon vesting on March 3, 2023. F1 · price: These shares represent deferred stock units that were granted without cash consideration on March 3, 3022 under the Welltower Inc. 2016 Long-Term Incentive Plan. Each deferred stock unit will be settled in common stock upon vesting on March 3, 2023. Read SEC document |
| December 30, 2021 Filed Jan 5, 2022 02:09 UTC | Douglas Emmett Inc DEI · Entity 4415 | GrantLong Term Incentive Plan Units · Derivative | 6,525 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0000895345-22-000031 · form4.xml · derivative · entry 1 Spisso Johnese · CIK 0001760632 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,525 Underlying: Common Stock · 6,525 shares Expires 2031-12-30 F1 · security: Long term incentive plan units ("LTIP Units") in Douglas Emmett Properties, LP, a DE limited partnership (the "Operating Partnership") granted pursuant to the 2016 Omnibus Stock Incentive Plan of Douglas Emmett, Inc. ("Issuer"). Issuer is the sole stockholder of the general partner of the Operating Partnership. Upon vesting and certain additional criteria, each LTIP Unit can be converted into one partnership common unit ("OP Unit") of the Operating Partnership, which is ultimately exchangeable into common stock of Issuer, only, if applicable, after achievement of a specified percentage increase in Gross Asset Values of the assets of the Operating Partnership. LTIP Units not converted into OP Units within 10 years of the grant date will be forfeited. Upon the occurrence of certain events, OP Units are redeemable by the holder, without consideration, for an equivalent number of shares of Issuer's common stock or for the cash value of such shares, at Issuer's election. F2 · shares: LTIP Units granted as part of Reporting Person's annual compensation for service as a director of Issuer. F3 · derivative.exercise_date: LTIP Units vest in one-quarter equal installments on January 1, 2022, April 1, 2022, July 1, 2022, and October 1, 2022. F4 · balance_after: Derivative securities owned by the Reporting Person include the LTIP Units reported herein, an additional 10,508 fully vested LTIP Units previously granted pursuant to Issuer's 2016 Omnibus Stock Incentive Plan, and 3,811 OP Units. Read SEC document |
| May 26, 2021 Filed May 27, 2021 21:00 UTC | WELLTOWER INC. WELL · Entity 2853 | GrantCommon Stock | 201 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-036288 · doc4.xml · nonDerivative · entry 1 Spisso Johnese · CIK 0001760632 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,733 F1 · shares: These shares represent deferred stock units that were granted without cash consideration on May 26, 2021 under the Welltower Inc. 2016 Long-Term Incentive Plan. Each deferred stock unit will be settled in common stock upon vesting on February 12, 2022. F1 · price: These shares represent deferred stock units that were granted without cash consideration on May 26, 2021 under the Welltower Inc. 2016 Long-Term Incentive Plan. Each deferred stock unit will be settled in common stock upon vesting on February 12, 2022. Read SEC document |
| February 12, 2021 Filed Feb 16, 2021 22:29 UTC | WELLTOWER INC. WELL · Entity 2853 | GrantCommon Stock | 2,371 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-010855 · doc4.xml · nonDerivative · entry 1 Spisso Johnese · CIK 0001760632 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,532 F1 · shares: These shares represent deferred stock units that were granted without cash consideration on February 12, 2021 under the Welltower Inc. 2016 Long-Term Incentive Plan. Each deferred stock unit will be settled in common stock upon vesting on the first anniversary of the grant date. F1 · price: These shares represent deferred stock units that were granted without cash consideration on February 12, 2021 under the Welltower Inc. 2016 Long-Term Incentive Plan. Each deferred stock unit will be settled in common stock upon vesting on the first anniversary of the grant date. Read SEC document |
| December 30, 2020 Filed Jan 5, 2021 02:27 UTC | Douglas Emmett Inc DEI · Entity 4415 | GrantLong Term Incentive Plan Units · Derivative | 7,621 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-000609 · doc4.xml · derivative · entry 1 Spisso Johnese · CIK 0001760632 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,621 Underlying: Common Stock · 7,621 shares Expires 2030-12-30 F1 · security: Long term incentive plan units ("LTIP Units") in Douglas Emmett Properties, LP, a DE limited partnership (the "Operating Partnership") granted pursuant to the 2016 Omnibus Stock Incentive Plan of Douglas Emmett, Inc. ("Issuer"). Issuer is the sole stockholder of the general partner of the Operating Partnership. Upon vesting, each LTIP Unit can be converted into one partnership common unit ("OP Unit") of the Operating Partnership, which is ultimately exchangeable into common stock of Issuer, only, if applicable, after achievement of a specified percentage increase in Gross Asset Values of the assets of the Operating Partnership. LTIP Units not converted into OP Units within 10 years of the grant date will be forfeited. Upon the occurrence of certain events, OP Units are redeemable by the holder, without consideration, for an equivalent number of shares of Issuer's common stock or for the cash value of such shares, at Issuer's election. F2 · shares: LTIP Units granted as part of Reporting Person's annual compensation for service as a director of Issuer. F3 · derivative.exercise_date: These LTIP Units vest one-quarter in equal installments on March 31, 2021, June 30, 2021, September 30, 2021, and December 31, 2021. F4 · balance_after: Derivative securities owned by the Reporting Person include the LTIP Units reported herein and an additional 6,698 fully vested LTIP Units previously granted pursuant to Issuer's 2016 Omnibus Stock Incentive Plan. Read SEC document |
| February 06, 2020 Filed Feb 10, 2020 22:14 UTC | WELLTOWER INC. WELL · Entity 2853 | GrantCommon Stock | 1,890 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-008025 · doc4.xml · nonDerivative · entry 1 Spisso Johnese · CIK 0001760632 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,161 F1 · shares: These shares represent deferred stock units that were granted without cash consideration on February 6, 2020 under the Welltower Inc. 2016 Long-Term Incentive Plan. Each deferred stock unit will be settled in common stock upon vesting on the first anniversary of the grant date. F1 · price: These shares represent deferred stock units that were granted without cash consideration on February 6, 2020 under the Welltower Inc. 2016 Long-Term Incentive Plan. Each deferred stock unit will be settled in common stock upon vesting on the first anniversary of the grant date. Read SEC document |
| December 27, 2019 Filed Jan 1, 2020 00:41 UTC | Douglas Emmett Inc DEI · Entity 4415 | GrantLong Term Incentive Plan Units · Derivative | 5,023 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001209191-19-062352 · doc4.xml · derivative · entry 2 Spisso Johnese · CIK 0001760632 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,023 Underlying: Common Stock · 5,023 shares Expires 2029-12-27 F3 · security: See footnote 1. F4 · shares: LTIP Units granted as part of Reporting Person's annual compensation for service as a director of Issuer. F5 · derivative.exercise_date: These LTIP Units vest one-quarter in equal installments on March 31, 2020, June 30, 2020, September 30, 2020, and December 31, 2020. Read SEC document |
| December 27, 2019 Filed Jan 1, 2020 00:41 UTC | Douglas Emmett Inc DEI · Entity 4415 | GrantLong Term Incentive Plan Units · Derivative | 1,675 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001209191-19-062352 · doc4.xml · derivative · entry 1 Spisso Johnese · CIK 0001760632 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,675 Underlying: Common Stock · 1,675 shares Expires 2029-12-27 F1 · security: Long term incentive plan units ("LTIP Units") in Douglas Emmett Properties, LP, a DE limited partnership (the "Operating Partnership") granted pursuant to the 2016 Omnibus Stock Incentive Plan of Douglas Emmett, Inc. ("Issuer"). Issuer is the sole stockholder of the general partner of the Operating Partnership. Upon vesting, each LTIP Unit can be converted into one partnership common unit ("OP Unit") of the Operating Partnership, which is ultimately exchangeable into common stock of Issuer, only, if applicable, after achievement of a specified percentage increase in Gross Asset Values of the assets of the Operating Partnership. LTIP Units not converted into OP Units within 10 years of the grant date will be forfeited. Upon the occurrence of certain events, OP Units are redeemable by the holder, without consideration, for an equivalent number of shares of Issuer's common stock or for the cash value of such shares, at Issuer's election. F2 · shares: LTIP Units granted as part of Reporting Person's compensation for service as a director of Issuer during 2019. These LTIP Units are fully vested as of December 31, 2019. Read SEC document |
| February 07, 2019 Filed Feb 11, 2019 23:00 UTC | WELLTOWER INC. WELL · Entity 2853 | GrantCommon Stock | 2,077 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-19-009079 · doc4.xml · nonDerivative · entry 1 Spisso Johnese · CIK 0001760632 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,271 F1 · shares: These shares represent deferred stock units that were granted without cash consideration on February 7, 2019 under the Welltower Inc. 2016 Long-Term Incentive Plan. Each deferred stock unit will be settled in common stock upon vesting on the first anniversary of the grant date. F1 · price: These shares represent deferred stock units that were granted without cash consideration on February 7, 2019 under the Welltower Inc. 2016 Long-Term Incentive Plan. Each deferred stock unit will be settled in common stock upon vesting on the first anniversary of the grant date. Read SEC document |
| November 30, 2018 Filed Dec 4, 2018 22:23 UTC | WELLTOWER INC. WELL · Entity 2853 | GrantCommon Stock | 194 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-060965 · doc4.xml · nonDerivative · entry 1 Spisso Johnese · CIK 0001760632 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 194 F1 · shares: These shares represent deferred stock units that were granted without cash consideration on November 30, 2018 under the Welltower Inc. 2016 Long-Term Incentive Plan. Each deferred stock unit will be settled in common stock upon vesting on the first anniversary of the grant date. F1 · price: These shares represent deferred stock units that were granted without cash consideration on November 30, 2018 under the Welltower Inc. 2016 Long-Term Incentive Plan. Each deferred stock unit will be settled in common stock upon vesting on the first anniversary of the grant date. 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.