Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| United Parks & Resorts Inc.SEAS · Entity 4601 | Director · Chief Executive Officer | February 26, 2020 | February 28, 2020 |
| 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.
United Parks & Resorts Inc.
Report date February 26, 2020 · Filed February 28, 2020
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 39,630 |
Ending reported balance
After 2020-02-26 transaction · row 4
4 source rows · reconciled sequenceRow 1 · 2020-02-26 · Grant · Acquired 766 · Balance 38,209 F1: Represents common stock of the issuer acquired upon settlement of a performance-based restricted stock unit award previously granted to the Reporting Person. Row 2 · 2020-02-26 · Tax withholding · Disposed 180 · Balance 38,029 F2: Shares withheld by the Company for the payment of tax liability incident to the vesting of shares of restricted stock. Row 3 · 2020-02-26 · Grant · Acquired 1,851 · Balance 39,880 F3: These shares represent a restricted stock unit award of which approximately 50% immediately vested. The remainder will vest on the first anniversary date of the grant. Row 4 · 2020-02-26 · Tax withholding · Disposed 250 · Balance 39,630 F2: Shares withheld by the Company for the payment of tax liability incident to the vesting of shares of restricted stock. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents common stock of the issuer acquired upon settlement of a performance-based restricted stock unit award previously granted to the Reporting Person.
F2: Shares withheld by the Company for the payment of tax liability incident to the vesting of shares of restricted stock.
F3: These shares represent a restricted stock unit award of which approximately 50% immediately vested. The remainder will vest on the first anniversary date of the grant.
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 | 26,611 |
Reported balance
After 2026-02-26 transaction · row 1
1 source rowRow 1 · 2026-02-26 · Grant · Acquired 1,056 · Balance 26,611 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.
Past disclosures · reporting ended (2)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
ILG, LLC
Report date September 01, 2018 · Filed September 04, 2018
Section 16 reporting ended · disclosed 2018-09-04. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common stockSEC Table I · non-derivative | Direct | 0 |
Reported balance
After 2018-09-01 transaction · row 1
1 source rowRow 1 · 2018-09-01 · Disposition to issuer · Disposed 56,226 · Balance 0 F1: Pursuant to the Agreement and Plan of Merger, dated as of April 30, 2018 (the "Merger Agreement"), among ILG, Inc. (the "Company"), Marriott Vacations Worldwide Corporation ("MVW"), Ignite Holdco, Inc., Ignite Holdco Subsidiary, Inc., Volt Merger Sub, Inc. and Volt Merger Sub, LLC, each share of the Company's common stock, par value $0.01 per share ("ILG Common Stock"), was converted into the right to receive 0.165 shares of MVW's common stock, par value $0.01 per share ("MVW Common Stock"), and $14.75 in cash. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 | Direct | 0 |
Reported balance
After 2018-09-01 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2018-09-01 · Grant · Disposed 49,941 · Balance 0 F2: Represents RSUs originally granted on November 7, 2016. F5: Pursuant to the Merger Agreement, through a series of transactions, each outstanding restricted stock unit ("RSU") was converted into the right to receive (A) an RSU of MVW with respect to the number of shares of MVW Common Stock, rounded up or down to the nearest share, determined by multiplying the number of shares (the "RSU Share Number") of ILG Common Stock subject to the original RSU by 0.165, subject to the same terms and conditions (including vesting conditions) as the original RSU and (B) a cash award in an amount determined by multiplying the RSU Share Number by $14.75, subject to the same vesting conditions as the original RSU. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 | Direct | 33,295 |
Reported balance
After 2018-09-01 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2018-09-01 · Grant · Acquired 33,295 · Balance 33,295 F7: Represents performance share awards deemed earned at target pursuant to the Merger Agreement. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 | Direct | 0 |
Reported balance
After 2018-09-01 transaction · row 4
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 4 · 2018-09-01 · Disposition to issuer · Disposed 33,295 · Balance 0 F6: Pursuant to the Merger Agreement, each outstanding performance-based restricted stock unit ("PSU") was converted into the right to receive (A) an RSU of MVW with respect to the number of shares of MVW Common Stock, rounded up or down to the nearest share, determined by multiplying the number of shares (the "PSU Share Number") of ILG Common Stock subject to the original PSU assuming achievement of applicable performance goals at target level by 0.165, subject to the same terms and conditions (including vesting conditions other than performance criteria) as the original PSU and (B) a cash award in an amount determined by multiplying the PSU Share Number by $14.75, subject to the same vesting conditions (other than performance criteria) as the original PSU. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 | Direct | 0 |
Reported balance
After 2018-09-01 transaction · row 5
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 5 · 2018-09-01 · Grant · Disposed 18,575 · Balance 0 F3: Represents RSUs originally granted on February 14, 2017. F5: Pursuant to the Merger Agreement, through a series of transactions, each outstanding restricted stock unit ("RSU") was converted into the right to receive (A) an RSU of MVW with respect to the number of shares of MVW Common Stock, rounded up or down to the nearest share, determined by multiplying the number of shares (the "RSU Share Number") of ILG Common Stock subject to the original RSU by 0.165, subject to the same terms and conditions (including vesting conditions) as the original RSU and (B) a cash award in an amount determined by multiplying the RSU Share Number by $14.75, subject to the same vesting conditions as the original RSU. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 | Direct | 27,721 |
Reported balance
After 2018-09-01 transaction · row 6
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 6 · 2018-09-01 · Grant · Acquired 27,721 · Balance 27,721 F7: Represents performance share awards deemed earned at target pursuant to the Merger Agreement. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 | Direct | 0 |
Reported balance
After 2018-09-01 transaction · row 7
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 7 · 2018-09-01 · Disposition to issuer · Disposed 27,721 · Balance 0 F6: Pursuant to the Merger Agreement, each outstanding performance-based restricted stock unit ("PSU") was converted into the right to receive (A) an RSU of MVW with respect to the number of shares of MVW Common Stock, rounded up or down to the nearest share, determined by multiplying the number of shares (the "PSU Share Number") of ILG Common Stock subject to the original PSU assuming achievement of applicable performance goals at target level by 0.165, subject to the same terms and conditions (including vesting conditions other than performance criteria) as the original PSU and (B) a cash award in an amount determined by multiplying the PSU Share Number by $14.75, subject to the same vesting conditions (other than performance criteria) as the original PSU. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 | Direct | 19,798 |
Reported balance
After 2018-09-01 transaction · row 9
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 9 · 2018-09-01 · Grant · Acquired 19,798 · Balance 19,798 F7: Represents performance share awards deemed earned at target pursuant to the Merger Agreement. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 | Direct | 0 |
Reported balance
After 2018-09-01 transaction · row 10
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 10 · 2018-09-01 · Disposition to issuer · Disposed 19,798 · Balance 0 F6: Pursuant to the Merger Agreement, each outstanding performance-based restricted stock unit ("PSU") was converted into the right to receive (A) an RSU of MVW with respect to the number of shares of MVW Common Stock, rounded up or down to the nearest share, determined by multiplying the number of shares (the "PSU Share Number") of ILG Common Stock subject to the original PSU assuming achievement of applicable performance goals at target level by 0.165, subject to the same terms and conditions (including vesting conditions other than performance criteria) as the original PSU and (B) a cash award in an amount determined by multiplying the PSU Share Number by $14.75, subject to the same vesting conditions (other than performance criteria) as the original PSU. |
| Retricted Stock UnitsSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 | Direct | 0 |
Reported balance
After 2018-09-01 transaction · row 8
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 8 · 2018-09-01 · Grant · Disposed 19,790 · Balance 0 F4: Represents RSUs originally granted on February 20, 2018. F5: Pursuant to the Merger Agreement, through a series of transactions, each outstanding restricted stock unit ("RSU") was converted into the right to receive (A) an RSU of MVW with respect to the number of shares of MVW Common Stock, rounded up or down to the nearest share, determined by multiplying the number of shares (the "RSU Share Number") of ILG Common Stock subject to the original RSU by 0.165, subject to the same terms and conditions (including vesting conditions) as the original RSU and (B) a cash award in an amount determined by multiplying the RSU Share Number by $14.75, subject to the same vesting conditions as the original RSU. |
Filing footnotes · ownership attribution and instrument terms
F1: Pursuant to the Agreement and Plan of Merger, dated as of April 30, 2018 (the "Merger Agreement"), among ILG, Inc. (the "Company"), Marriott Vacations Worldwide Corporation ("MVW"), Ignite Holdco, Inc., Ignite Holdco Subsidiary, Inc., Volt Merger Sub, Inc. and Volt Merger Sub, LLC, each share of the Company's common stock, par value $0.01 per share ("ILG Common Stock"), was converted into the right to receive 0.165 shares of MVW's common stock, par value $0.01 per share ("MVW Common Stock"), and $14.75 in cash.
F2: Represents RSUs originally granted on November 7, 2016.
F3: Represents RSUs originally granted on February 14, 2017.
F4: Represents RSUs originally granted on February 20, 2018.
F5: Pursuant to the Merger Agreement, through a series of transactions, each outstanding restricted stock unit ("RSU") was converted into the right to receive (A) an RSU of MVW with respect to the number of shares of MVW Common Stock, rounded up or down to the nearest share, determined by multiplying the number of shares (the "RSU Share Number") of ILG Common Stock subject to the original RSU by 0.165, subject to the same terms and conditions (including vesting conditions) as the original RSU and (B) a cash award in an amount determined by multiplying the RSU Share Number by $14.75, subject to the same vesting conditions as the original RSU.
F6: Pursuant to the Merger Agreement, each outstanding performance-based restricted stock unit ("PSU") was converted into the right to receive (A) an RSU of MVW with respect to the number of shares of MVW Common Stock, rounded up or down to the nearest share, determined by multiplying the number of shares (the "PSU Share Number") of ILG Common Stock subject to the original PSU assuming achievement of applicable performance goals at target level by 0.165, subject to the same terms and conditions (including vesting conditions other than performance criteria) as the original PSU and (B) a cash award in an amount determined by multiplying the PSU Share Number by $14.75, subject to the same vesting conditions (other than performance criteria) as the original PSU.
F7: Represents performance share awards deemed earned at target pursuant to the Merger Agreement.
STARWOOD HOTELS & RESORTS WORLDWIDE, LLC
Report date September 22, 2016 · Filed September 26, 2016
Section 16 reporting ended · disclosed 2016-09-26. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 0 |
Ending reported balance
After 2016-09-22 transaction · row 8
8 source rows · reconciled sequenceRow 1 · 2016-09-22 · Grant · Acquired 7,893 · Balance 92,350 F1: Reflects Performance Shares deemed earned at 100% achievement level under 2014 performance share awards as part of the conversions (the "Conversions") described in the Agreement and Plan of Merger, dated as of November 15, 2015, by and among the Issuer, Marriott International, Inc. ("Marriott") et al., as thereafter amended by the Amendment Number 1 to Agreement and Plan of Merger (the "Merger Agreement"). F2: Not applicable. Row 2 · 2016-09-22 · Disposition to issuer · Disposed 7,893 · Balance 84,457 F3: As a result of the Conversions, each share of Common Stock deemed earned under the performance share awards was converted into 1.1046 time-based restricted stock units in respect of common stock of Marriott (market value $69.75 per share). Row 3 · 2016-09-22 · Grant · Acquired 12,464 · Balance 96,921 F4: Reflects Performance Shares deemed earned at 128.55% achievement level under 2015 performance share awards as part of the Conversions. F2: Not applicable. Row 4 · 2016-09-22 · Disposition to issuer · Disposed 12,464 · Balance 84,457 F3: As a result of the Conversions, each share of Common Stock deemed earned under the performance share awards was converted into 1.1046 time-based restricted stock units in respect of common stock of Marriott (market value $69.75 per share). Row 5 · 2016-09-22 · Grant · Acquired 22,496 · Balance 106,953 F5: Reflects Performance Shares deemed earned at 200% achievement level under 2016 performance share awards as part of the Conversions. F2: Not applicable. Row 6 · 2016-09-22 · Disposition to issuer · Disposed 22,496 · Balance 84,457 F3: As a result of the Conversions, each share of Common Stock deemed earned under the performance share awards was converted into 1.1046 time-based restricted stock units in respect of common stock of Marriott (market value $69.75 per share). Row 7 · 2016-09-22 · Disposition to issuer · Disposed 56,455 · Balance 28,002 F6: As a result of the Conversions, each Restricted Share was converted into 1.1046 restricted shares of common stock of Marriott (market value $69.75 per share). Note that, for purposes of prior entries in Column 5 of this report, this Form 4 reflects an antidilution adjustment to the number of remaining Restricted Shares (from 52,403 to 56,455) that was made in connection with the separation of the Issuer's vacation ownership business from its other businesses on May 11, 2016 (the "SVO Spin-Off"). Row 8 · 2016-09-22 · Disposition to issuer · Disposed 28,002 · Balance 0 F7: Each share of Common Stock was disposed of pursuant to the transactions described in the Merger Agreement in exchange for the right to receive (A) 0.800 shares of common stock of Marriott, (B) $21.00 in cash, without interest, and (C) any applicable cash in lieu of fractional shares of common stock of Marriott. |
| Stock Options (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $51.11 · Expires 2020-02-28 | Direct | 0 |
Reported balance
After 2016-09-22 transaction · row 9
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 9 · 2016-09-22 · Disposition to issuer · Disposed 7,336 · Balance 0 F8: Reflects an antidilution adjustment to the exercise price and number of remaining Stock Options (previously reported as $55.06 and 6,810, respectively) that was made in connection with the SVO Spin-Off. F10: As a result of the Conversions, these Stock Options, which were fully vested, were converted into options to purchase a number of shares of Marriott common stock equal to the number of shares of Common Stock underlying the Stock Options multiplied by 1.1046 (rounded down to the nearest whole number of shares), at an exercise price equal to the exercise price of the Stock Options divided by 1.1046 (rounded up to the nearest whole cent). F9: This option vested in four equal annual installments beginning on 2/28/2013. |
| Stock Options (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $56.88 · Expires 2019-02-28 | Direct | 0 |
Reported balance
After 2016-09-22 transaction · row 10
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 10 · 2016-09-22 · Disposition to issuer · Disposed 3,295 · Balance 0 F11: Reflects an antidilution adjustment to the exercise price and number of remaining Stock Options (previously reported as $61.28 and 3,059, respectively) that was made in connection with the SVO Spin-Off. F10: As a result of the Conversions, these Stock Options, which were fully vested, were converted into options to purchase a number of shares of Marriott common stock equal to the number of shares of Common Stock underlying the Stock Options multiplied by 1.1046 (rounded down to the nearest whole number of shares), at an exercise price equal to the exercise price of the Stock Options divided by 1.1046 (rounded up to the nearest whole cent). F12: This Stock Option vested in four equal annual installments beginning on 2/28/2012. |
Filing footnotes · ownership attribution and instrument terms
F1: Reflects Performance Shares deemed earned at 100% achievement level under 2014 performance share awards as part of the conversions (the "Conversions") described in the Agreement and Plan of Merger, dated as of November 15, 2015, by and among the Issuer, Marriott International, Inc. ("Marriott") et al., as thereafter amended by the Amendment Number 1 to Agreement and Plan of Merger (the "Merger Agreement").
F2: Not applicable.
F3: As a result of the Conversions, each share of Common Stock deemed earned under the performance share awards was converted into 1.1046 time-based restricted stock units in respect of common stock of Marriott (market value $69.75 per share).
F4: Reflects Performance Shares deemed earned at 128.55% achievement level under 2015 performance share awards as part of the Conversions.
F5: Reflects Performance Shares deemed earned at 200% achievement level under 2016 performance share awards as part of the Conversions.
F6: As a result of the Conversions, each Restricted Share was converted into 1.1046 restricted shares of common stock of Marriott (market value $69.75 per share). Note that, for purposes of prior entries in Column 5 of this report, this Form 4 reflects an antidilution adjustment to the number of remaining Restricted Shares (from 52,403 to 56,455) that was made in connection with the separation of the Issuer's vacation ownership business from its other businesses on May 11, 2016 (the "SVO Spin-Off").
F7: Each share of Common Stock was disposed of pursuant to the transactions described in the Merger Agreement in exchange for the right to receive (A) 0.800 shares of common stock of Marriott, (B) $21.00 in cash, without interest, and (C) any applicable cash in lieu of fractional shares of common stock of Marriott.
F8: Reflects an antidilution adjustment to the exercise price and number of remaining Stock Options (previously reported as $55.06 and 6,810, respectively) that was made in connection with the SVO Spin-Off.
F9: This option vested in four equal annual installments beginning on 2/28/2013.
F10: As a result of the Conversions, these Stock Options, which were fully vested, were converted into options to purchase a number of shares of Marriott common stock equal to the number of shares of Common Stock underlying the Stock Options multiplied by 1.1046 (rounded down to the nearest whole number of shares), at an exercise price equal to the exercise price of the Stock Options divided by 1.1046 (rounded up to the nearest whole cent).
F11: Reflects an antidilution adjustment to the exercise price and number of remaining Stock Options (previously reported as $61.28 and 3,059, respectively) that was made in connection with the SVO Spin-Off.
F12: This Stock Option vested in four equal annual installments beginning on 2/28/2012.
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 21:56 UTC | WELLTOWER INC. WELL · Entity 2853 | GrantCommon Stock | 1,056 | $0.00 | $0.00 |
DisclosureSEC source: 0001193125-26-083075 · ownership.xml · nonDerivative · entry 1 Rivera Sergio · CIK 0001560718 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 26,611 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 22:12 UTC | WELLTOWER INC. WELL · Entity 2853 | GrantCommon Stock | 1,434 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-25-031032 · ownership.xml · nonDerivative · entry 1 Rivera Sergio · CIK 0001560718 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 25,555 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 02:47 UTC | WELLTOWER INC. WELL · Entity 2853 | GrantCommon Stock | 2,157 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-24-025298 · ownership.xml · nonDerivative · entry 1 Rivera Sergio · CIK 0001560718 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 24,121 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 22:12 UTC | WELLTOWER INC. WELL · Entity 2853 | GrantCommon Stock | 2,627 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-013273 · doc4.xml · nonDerivative · entry 1 Rivera Sergio · CIK 0001560718 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 21,964 F1 · shares: These shares represent deferred stock units that were granted without cash consideration on February 23, 2023 under the Welltower Inc. 2022 Long-Term Incentive Plan. Each deferred stock unit will be settled in common stock upon vesting on February 23, 2024. F1 · price: These shares represent deferred stock units that were granted without cash consideration on February 23, 2023 under the Welltower Inc. 2022 Long-Term Incentive Plan. Each deferred stock unit will be settled in common stock upon vesting on February 23, 2024. Read SEC document |
| March 03, 2022 Filed Mar 7, 2022 21:52 UTC | WELLTOWER INC. WELL · Entity 2853 | GrantCommon Stock | 2,050 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-016708 · doc4.xml · nonDerivative · entry 1 Rivera Sergio · CIK 0001560718 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,337 F1 · shares: These shares represent deferred stock units that were granted without cash consideration on March 3, 2022 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, 2022 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 |
| May 26, 2021 Filed May 27, 2021 20:56 UTC | WELLTOWER INC. WELL · Entity 2853 | GrantCommon Stock | 201 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-036284 · doc4.xml · nonDerivative · entry 1 Rivera Sergio · CIK 0001560718 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,287 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 22:27 UTC | WELLTOWER INC. WELL · Entity 2853 | GrantCommon Stock | 2,371 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-010852 · doc4.xml · nonDerivative · entry 1 Rivera Sergio · CIK 0001560718 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,086 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 |
| February 26, 2020 Filed Feb 28, 2020 16:56 UTC | United Parks & Resorts Inc. SEAS · Entity 4601 | Tax withholdingCommon Stock | 250 | $27.68 | $6,920.00 |
DisclosureSEC source: 0001209191-20-013960 · doc4.xml · nonDerivative · entry 4 Rivera Sergio · CIK 0001560718 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 39,630 F2 · kind: Shares withheld by the Company for the payment of tax liability incident to the vesting of shares of restricted stock. Read SEC document |
| February 26, 2020 Filed Feb 28, 2020 16:56 UTC | United Parks & Resorts Inc. SEAS · Entity 4601 | GrantCommon Stock | 1,851 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-013960 · doc4.xml · nonDerivative · entry 3 Rivera Sergio · CIK 0001560718 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 39,880 F3 · shares: These shares represent a restricted stock unit award of which approximately 50% immediately vested. The remainder will vest on the first anniversary date of the grant. Read SEC document |
| February 26, 2020 Filed Feb 28, 2020 16:56 UTC | United Parks & Resorts Inc. SEAS · Entity 4601 | Tax withholdingCommon Stock | 180 | $27.68 | $4,982.40 |
DisclosureSEC source: 0001209191-20-013960 · doc4.xml · nonDerivative · entry 2 Rivera Sergio · CIK 0001560718 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 38,029 F2 · kind: Shares withheld by the Company for the payment of tax liability incident to the vesting of shares of restricted stock. Read SEC document |
| February 26, 2020 Filed Feb 28, 2020 16:56 UTC | United Parks & Resorts Inc. SEAS · Entity 4601 | GrantCommon Stock | 766 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-013960 · doc4.xml · nonDerivative · entry 1 Rivera Sergio · CIK 0001560718 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 38,209 F1 · shares: Represents common stock of the issuer acquired upon settlement of a performance-based restricted stock unit award previously granted to the Reporting Person. Read SEC document |
| February 06, 2020 Filed Feb 10, 2020 22:13 UTC | WELLTOWER INC. WELL · Entity 2853 | GrantCommon Stock | 1,890 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-008024 · doc4.xml · nonDerivative · entry 1 Rivera Sergio · CIK 0001560718 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,715 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 |
| November 11, 2019 Filed Nov 12, 2019 16:22 UTC | United Parks & Resorts Inc. SEAS · Entity 4601 | GrantEmployee Stock option (right to buy) · Derivative | 149,775 | $0.00 Strike: $29.34 | $0.00 |
DisclosureSEC source: 0001209191-19-056003 · doc4.xml · derivative · entry 2 Rivera Sergio · CIK 0001560718 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 149,775 Underlying: Common Stock · 149,775 shares Expires 2029-11-11 F2 · derivative.exercise_date: The option becomes exercisable on the third anniversary of the date of grant, or, if earlier, (x) when the first vesting tranche of the Sign-On PSUs vest or (y) upon a Change in Control (as defined in the Company's 2017 Omnibus Incentive Plan), provided, in each case, that the Executive remains employed by the Company through such date. Read SEC document |
| November 11, 2019 Filed Nov 12, 2019 16:22 UTC | United Parks & Resorts Inc. SEAS · Entity 4601 | GrantCommon Stock | 37,443 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-19-056003 · doc4.xml · nonDerivative · entry 1 Rivera Sergio · CIK 0001560718 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 37,443 F1 · shares: Represents restricted stock units issued pursuant to the Issuer's 2017 Omnibus Incentive Plan, which vests over three years, with one-third (1/3) vesting on each of the first three anniversaries of the date of grant. Read SEC document |
| February 07, 2019 Filed Feb 11, 2019 22:56 UTC | WELLTOWER INC. WELL · Entity 2853 | GrantCommon Stock | 2,077 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-19-009067 · doc4.xml · nonDerivative · entry 1 Rivera Sergio · CIK 0001560718 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,825 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 |
| September 01, 2018 Filed Sep 4, 2018 20:14 UTC | ILG, LLC ILG · Entity 163779 | Disposition to issuerRestricted Stock Units · Derivative | 19,798 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001179110-18-011110 · edgar.xml · derivative · entry 10 Rivera Sergio · CIK 0001560718 · Director · EVP & CEO, Pres VO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common stock · 19,798 shares Expires not disclosed F6 · derivative.exercise_date: Pursuant to the Merger Agreement, each outstanding performance-based restricted stock unit ("PSU") was converted into the right to receive (A) an RSU of MVW with respect to the number of shares of MVW Common Stock, rounded up or down to the nearest share, determined by multiplying the number of shares (the "PSU Share Number") of ILG Common Stock subject to the original PSU assuming achievement of applicable performance goals at target level by 0.165, subject to the same terms and conditions (including vesting conditions other than performance criteria) as the original PSU and (B) a cash award in an amount determined by multiplying the PSU Share Number by $14.75, subject to the same vesting conditions (other than performance criteria) as the original PSU. F6 · derivative.expiration_date: Pursuant to the Merger Agreement, each outstanding performance-based restricted stock unit ("PSU") was converted into the right to receive (A) an RSU of MVW with respect to the number of shares of MVW Common Stock, rounded up or down to the nearest share, determined by multiplying the number of shares (the "PSU Share Number") of ILG Common Stock subject to the original PSU assuming achievement of applicable performance goals at target level by 0.165, subject to the same terms and conditions (including vesting conditions other than performance criteria) as the original PSU and (B) a cash award in an amount determined by multiplying the PSU Share Number by $14.75, subject to the same vesting conditions (other than performance criteria) as the original PSU. Read SEC document |
| September 01, 2018 Filed Sep 4, 2018 20:14 UTC | ILG, LLC ILG · Entity 163779 | GrantRestricted Stock Units · Derivative | 19,798 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001179110-18-011110 · edgar.xml · derivative · entry 9 Rivera Sergio · CIK 0001560718 · Director · EVP & CEO, Pres VO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,798 Underlying: Common stock · 19,798 shares Expires not disclosed F7 · derivative.expiration_date: Represents performance share awards deemed earned at target pursuant to the Merger Agreement. Read SEC document |
| September 01, 2018 Filed Sep 4, 2018 20:14 UTC | ILG, LLC ILG · Entity 163779 | GrantRetricted Stock Units · Derivative | 19,790 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001179110-18-011110 · edgar.xml · derivative · entry 8 Rivera Sergio · CIK 0001560718 · Director · EVP & CEO, Pres VO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common stock · 19,790 shares Expires not disclosed F4 · shares: Represents RSUs originally granted on February 20, 2018. F5 · derivative.exercise_date: Pursuant to the Merger Agreement, through a series of transactions, each outstanding restricted stock unit ("RSU") was converted into the right to receive (A) an RSU of MVW with respect to the number of shares of MVW Common Stock, rounded up or down to the nearest share, determined by multiplying the number of shares (the "RSU Share Number") of ILG Common Stock subject to the original RSU by 0.165, subject to the same terms and conditions (including vesting conditions) as the original RSU and (B) a cash award in an amount determined by multiplying the RSU Share Number by $14.75, subject to the same vesting conditions as the original RSU. F5 · derivative.expiration_date: Pursuant to the Merger Agreement, through a series of transactions, each outstanding restricted stock unit ("RSU") was converted into the right to receive (A) an RSU of MVW with respect to the number of shares of MVW Common Stock, rounded up or down to the nearest share, determined by multiplying the number of shares (the "RSU Share Number") of ILG Common Stock subject to the original RSU by 0.165, subject to the same terms and conditions (including vesting conditions) as the original RSU and (B) a cash award in an amount determined by multiplying the RSU Share Number by $14.75, subject to the same vesting conditions as the original RSU. Read SEC document |
| September 01, 2018 Filed Sep 4, 2018 20:14 UTC | ILG, LLC ILG · Entity 163779 | Disposition to issuerRestricted Stock Units · Derivative | 27,721 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001179110-18-011110 · edgar.xml · derivative · entry 7 Rivera Sergio · CIK 0001560718 · Director · EVP & CEO, Pres VO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common stock · 27,721 shares Expires not disclosed F6 · derivative.exercise_date: Pursuant to the Merger Agreement, each outstanding performance-based restricted stock unit ("PSU") was converted into the right to receive (A) an RSU of MVW with respect to the number of shares of MVW Common Stock, rounded up or down to the nearest share, determined by multiplying the number of shares (the "PSU Share Number") of ILG Common Stock subject to the original PSU assuming achievement of applicable performance goals at target level by 0.165, subject to the same terms and conditions (including vesting conditions other than performance criteria) as the original PSU and (B) a cash award in an amount determined by multiplying the PSU Share Number by $14.75, subject to the same vesting conditions (other than performance criteria) as the original PSU. F6 · derivative.expiration_date: Pursuant to the Merger Agreement, each outstanding performance-based restricted stock unit ("PSU") was converted into the right to receive (A) an RSU of MVW with respect to the number of shares of MVW Common Stock, rounded up or down to the nearest share, determined by multiplying the number of shares (the "PSU Share Number") of ILG Common Stock subject to the original PSU assuming achievement of applicable performance goals at target level by 0.165, subject to the same terms and conditions (including vesting conditions other than performance criteria) as the original PSU and (B) a cash award in an amount determined by multiplying the PSU Share Number by $14.75, subject to the same vesting conditions (other than performance criteria) as the original PSU. Read SEC document |
| September 01, 2018 Filed Sep 4, 2018 20:14 UTC | ILG, LLC ILG · Entity 163779 | GrantRestricted Stock Units · Derivative | 27,721 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001179110-18-011110 · edgar.xml · derivative · entry 6 Rivera Sergio · CIK 0001560718 · Director · EVP & CEO, Pres VO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 27,721 Underlying: Common stock · 27,721 shares Expires not disclosed F7 · derivative.exercise_date: Represents performance share awards deemed earned at target pursuant to the Merger Agreement. F7 · derivative.expiration_date: Represents performance share awards deemed earned at target pursuant to the Merger Agreement. Read SEC document |
| September 01, 2018 Filed Sep 4, 2018 20:14 UTC | ILG, LLC ILG · Entity 163779 | GrantRestricted Stock Units · Derivative | 18,575 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001179110-18-011110 · edgar.xml · derivative · entry 5 Rivera Sergio · CIK 0001560718 · Director · EVP & CEO, Pres VO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common stock · 18,575 shares Expires not disclosed F3 · shares: Represents RSUs originally granted on February 14, 2017. F5 · derivative.exercise_date: Pursuant to the Merger Agreement, through a series of transactions, each outstanding restricted stock unit ("RSU") was converted into the right to receive (A) an RSU of MVW with respect to the number of shares of MVW Common Stock, rounded up or down to the nearest share, determined by multiplying the number of shares (the "RSU Share Number") of ILG Common Stock subject to the original RSU by 0.165, subject to the same terms and conditions (including vesting conditions) as the original RSU and (B) a cash award in an amount determined by multiplying the RSU Share Number by $14.75, subject to the same vesting conditions as the original RSU. F5 · derivative.expiration_date: Pursuant to the Merger Agreement, through a series of transactions, each outstanding restricted stock unit ("RSU") was converted into the right to receive (A) an RSU of MVW with respect to the number of shares of MVW Common Stock, rounded up or down to the nearest share, determined by multiplying the number of shares (the "RSU Share Number") of ILG Common Stock subject to the original RSU by 0.165, subject to the same terms and conditions (including vesting conditions) as the original RSU and (B) a cash award in an amount determined by multiplying the RSU Share Number by $14.75, subject to the same vesting conditions as the original RSU. Read SEC document |
| September 01, 2018 Filed Sep 4, 2018 20:14 UTC | ILG, LLC ILG · Entity 163779 | Disposition to issuerRestricted Stock Units · Derivative | 33,295 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001179110-18-011110 · edgar.xml · derivative · entry 4 Rivera Sergio · CIK 0001560718 · Director · EVP & CEO, Pres VO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common stock · 33,295 shares Expires not disclosed F6 · derivative.exercise_date: Pursuant to the Merger Agreement, each outstanding performance-based restricted stock unit ("PSU") was converted into the right to receive (A) an RSU of MVW with respect to the number of shares of MVW Common Stock, rounded up or down to the nearest share, determined by multiplying the number of shares (the "PSU Share Number") of ILG Common Stock subject to the original PSU assuming achievement of applicable performance goals at target level by 0.165, subject to the same terms and conditions (including vesting conditions other than performance criteria) as the original PSU and (B) a cash award in an amount determined by multiplying the PSU Share Number by $14.75, subject to the same vesting conditions (other than performance criteria) as the original PSU. F6 · derivative.expiration_date: Pursuant to the Merger Agreement, each outstanding performance-based restricted stock unit ("PSU") was converted into the right to receive (A) an RSU of MVW with respect to the number of shares of MVW Common Stock, rounded up or down to the nearest share, determined by multiplying the number of shares (the "PSU Share Number") of ILG Common Stock subject to the original PSU assuming achievement of applicable performance goals at target level by 0.165, subject to the same terms and conditions (including vesting conditions other than performance criteria) as the original PSU and (B) a cash award in an amount determined by multiplying the PSU Share Number by $14.75, subject to the same vesting conditions (other than performance criteria) as the original PSU. Read SEC document |
| September 01, 2018 Filed Sep 4, 2018 20:14 UTC | ILG, LLC ILG · Entity 163779 | GrantRestricted Stock Units · Derivative | 33,295 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001179110-18-011110 · edgar.xml · derivative · entry 3 Rivera Sergio · CIK 0001560718 · Director · EVP & CEO, Pres VO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 33,295 Underlying: Common stock · 33,295 shares Expires not disclosed F7 · derivative.exercise_date: Represents performance share awards deemed earned at target pursuant to the Merger Agreement. F7 · derivative.expiration_date: Represents performance share awards deemed earned at target pursuant to the Merger Agreement. Read SEC document |
| September 01, 2018 Filed Sep 4, 2018 20:14 UTC | ILG, LLC ILG · Entity 163779 | GrantRestricted Stock Units · Derivative | 49,941 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001179110-18-011110 · edgar.xml · derivative · entry 2 Rivera Sergio · CIK 0001560718 · Director · EVP & CEO, Pres VO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 49,941 shares Expires not disclosed F2 · shares: Represents RSUs originally granted on November 7, 2016. F5 · derivative.exercise_date: Pursuant to the Merger Agreement, through a series of transactions, each outstanding restricted stock unit ("RSU") was converted into the right to receive (A) an RSU of MVW with respect to the number of shares of MVW Common Stock, rounded up or down to the nearest share, determined by multiplying the number of shares (the "RSU Share Number") of ILG Common Stock subject to the original RSU by 0.165, subject to the same terms and conditions (including vesting conditions) as the original RSU and (B) a cash award in an amount determined by multiplying the RSU Share Number by $14.75, subject to the same vesting conditions as the original RSU. F5 · derivative.expiration_date: Pursuant to the Merger Agreement, through a series of transactions, each outstanding restricted stock unit ("RSU") was converted into the right to receive (A) an RSU of MVW with respect to the number of shares of MVW Common Stock, rounded up or down to the nearest share, determined by multiplying the number of shares (the "RSU Share Number") of ILG Common Stock subject to the original RSU by 0.165, subject to the same terms and conditions (including vesting conditions) as the original RSU and (B) a cash award in an amount determined by multiplying the RSU Share Number by $14.75, subject to the same vesting conditions as the original RSU. Read SEC document |
| September 01, 2018 Filed Sep 4, 2018 20:14 UTC | ILG, LLC ILG · Entity 163779 | Disposition to issuerCommon stock | 56,226 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001179110-18-011110 · edgar.xml · nonDerivative · entry 1 Rivera Sergio · CIK 0001560718 · Director · EVP & CEO, Pres VO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 F1 · price: Pursuant to the Agreement and Plan of Merger, dated as of April 30, 2018 (the "Merger Agreement"), among ILG, Inc. (the "Company"), Marriott Vacations Worldwide Corporation ("MVW"), Ignite Holdco, Inc., Ignite Holdco Subsidiary, Inc., Volt Merger Sub, Inc. and Volt Merger Sub, LLC, each share of the Company's common stock, par value $0.01 per share ("ILG Common Stock"), was converted into the right to receive 0.165 shares of MVW's common stock, par value $0.01 per share ("MVW Common Stock"), and $14.75 in cash. Read SEC document |
| June 12, 2018 Filed Jun 14, 2018 17:23 UTC | ILG, LLC ILG · Entity 163779 | GrantRestricted Stock Units · Derivative | 100 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001179110-18-008547 · edgar.xml · derivative · entry 3 Rivera Sergio · CIK 0001560718 · Director · EVP & CEO, Pres VO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,799 Underlying: Common stock · 100 shares Expires not disclosed F1 · derivative.exercise_date: The rights accrued when and as cash dividends were reinvested in securities and vest on the same terms as the RSUs to which they relate with vested shares delivered shortly after vesting. F1 · derivative.expiration_date: The rights accrued when and as cash dividends were reinvested in securities and vest on the same terms as the RSUs to which they relate with vested shares delivered shortly after vesting. F4 · balance_after: Represents 19,699 RSUs originally granted on February 20, 2018 plus prior dividends and 100 RSUs issued effective June 12, 2018 in connection with the company's cash dividend. Read SEC document |
| June 12, 2018 Filed Jun 14, 2018 17:23 UTC | ILG, LLC ILG · Entity 163779 | GrantRetricted Stock Units · Derivative | 93 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001179110-18-008547 · edgar.xml · derivative · entry 2 Rivera Sergio · CIK 0001560718 · Director · EVP & CEO, Pres VO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,574 Underlying: Common stock · 93 shares Expires not disclosed F1 · derivative.exercise_date: The rights accrued when and as cash dividends were reinvested in securities and vest on the same terms as the RSUs to which they relate with vested shares delivered shortly after vesting. F1 · derivative.expiration_date: The rights accrued when and as cash dividends were reinvested in securities and vest on the same terms as the RSUs to which they relate with vested shares delivered shortly after vesting. F3 · balance_after: Represents 18,481 RSUs originally granted on February 14, 2017 plus prior dividends and 93 RSUs issued effective June 12, 2018 in connection with the company's cash dividend. Read SEC document |
| June 12, 2018 Filed Jun 14, 2018 17:23 UTC | ILG, LLC ILG · Entity 163779 | GrantRestricted Stock Units · Derivative | 251 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001179110-18-008547 · edgar.xml · derivative · entry 1 Rivera Sergio · CIK 0001560718 · Director · EVP & CEO, Pres VO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 49,940 Underlying: Common Stock · 251 shares Expires not disclosed F1 · derivative.exercise_date: The rights accrued when and as cash dividends were reinvested in securities and vest on the same terms as the RSUs to which they relate with vested shares delivered shortly after vesting. F1 · derivative.expiration_date: The rights accrued when and as cash dividends were reinvested in securities and vest on the same terms as the RSUs to which they relate with vested shares delivered shortly after vesting. F2 · balance_after: Represents 49,689 RSUs originally granted on November 7, 2016 plus prior dividends and 251 RSUs issued effective June 12, 2018 in connection with the company's cash dividend. Read SEC document |
| May 02, 2018 Filed May 4, 2018 21:13 UTC | WELLTOWER INC. WELL · Entity 2853 | GrantCommon Stock | 363 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-028154 · doc4.xml · nonDerivative · entry 1 Rivera Sergio · CIK 0001560718 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,748 F1 · shares: These shares represent deferred stock units that were granted without cash consideration on May 2, 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 May 2, 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. F2 · balance_after: Amount includes 69.8892 shares acquired since the last Form 4 filing as a result of reinvestment of dividends under the dividend reinvestment plan. Read SEC document |
| March 30, 2018 Filed Apr 3, 2018 17:14 UTC | ILG, LLC ILG · Entity 163779 | GrantRestricted Stock Units · Derivative | 110 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001179110-18-005276 · edgar.xml · derivative · entry 3 Rivera Sergio · CIK 0001560718 · Director · EVP & CEO, Pres VO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,699 Underlying: Common stock · 110 shares Expires not disclosed F1 · derivative.exercise_date: The rights accrued when and as cash dividends were reinvested in securities and vest on the same terms as the RSUs to which they relate with vested shares delivered shortly after vesting. F1 · derivative.expiration_date: The rights accrued when and as cash dividends were reinvested in securities and vest on the same terms as the RSUs to which they relate with vested shares delivered shortly after vesting. F4 · balance_after: Represents 19,589 RSUs originally granted on February 20, 2018 and 110 RSUs issued effective March 30, 2018 in connection with the company's cash dividend. Read SEC document |
| March 30, 2018 Filed Apr 3, 2018 17:14 UTC | ILG, LLC ILG · Entity 163779 | GrantRetricted Stock Units · Derivative | 103 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001179110-18-005276 · edgar.xml · derivative · entry 2 Rivera Sergio · CIK 0001560718 · Director · EVP & CEO, Pres VO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,481 Underlying: Common stock · 103 shares Expires not disclosed F1 · derivative.exercise_date: The rights accrued when and as cash dividends were reinvested in securities and vest on the same terms as the RSUs to which they relate with vested shares delivered shortly after vesting. F1 · derivative.expiration_date: The rights accrued when and as cash dividends were reinvested in securities and vest on the same terms as the RSUs to which they relate with vested shares delivered shortly after vesting. F3 · balance_after: Represents 18,378 RSUs originally granted on February 14, 2017 plus prior dividends and 103 RSUs issued effective March 30, 2018 in connection with the company's cash dividend. Read SEC document |
| March 30, 2018 Filed Apr 3, 2018 17:14 UTC | ILG, LLC ILG · Entity 163779 | GrantRestricted Stock Units · Derivative | 278 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001179110-18-005276 · edgar.xml · derivative · entry 1 Rivera Sergio · CIK 0001560718 · Director · EVP & CEO, Pres VO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 49,689 Underlying: Common Stock · 278 shares Expires not disclosed F1 · derivative.exercise_date: The rights accrued when and as cash dividends were reinvested in securities and vest on the same terms as the RSUs to which they relate with vested shares delivered shortly after vesting. F1 · derivative.expiration_date: The rights accrued when and as cash dividends were reinvested in securities and vest on the same terms as the RSUs to which they relate with vested shares delivered shortly after vesting. F2 · balance_after: Represents 49,411 RSUs originally granted on November 7, 2016 plus prior dividends and 278 RSUs issued effective March 30, 2018 in connection with the company's cash dividend. Read SEC document |
| February 28, 2018 Filed Mar 2, 2018 17:37 UTC | ILG, LLC ILG · Entity 163779 | Tax withholdingCommon stock | 3,710 | $30.00 | $111,300.00 |
DisclosureSEC source: 0001179110-18-003352 · edgar.xml · nonDerivative · entry 2 Rivera Sergio · CIK 0001560718 · Director · EVP & CEO, Pres VO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 56,226 F2 · kind: Represents the withholding of shares of common stock to cover payment of taxes in connection with the vesting of performance share units. Read SEC document |
| February 28, 2018 Filed Mar 2, 2018 17:37 UTC | ILG, LLC ILG · Entity 163779 | GrantCommon stock | 15,233 | $0.00 | $0.00 |
DisclosureSEC source: 0001179110-18-003352 · edgar.xml · nonDerivative · entry 1 Rivera Sergio · CIK 0001560718 · Director · EVP & CEO, Pres VO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 59,936 F1 · kind: Represents performance share units earned based on adjusted EBITDA pursuant to a November 7, 2016 grant under the Company's 2013 Stock and Incentive Compensation Plan. These performance shares vested on the date earned. Read SEC document |
| February 20, 2018 Filed Feb 22, 2018 18:38 UTC | ILG, LLC ILG · Entity 163779 | GrantRestricted stock unit · Derivative | 19,589 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001179110-18-002632 · edgar.xml · derivative · entry 4 Rivera Sergio · CIK 0001560718 · Director · EVP & CEO, Pres VO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,589 Underlying: common stock · 19,589 shares Expires not disclosed F3 · derivative.expiration_date: Vested shares to be delivered shortly after vesting. F5 · derivative.expiration_date: Represents restricted stock units acquired pursuant to the Company's 2013 Stock and Incentive Compensation Plan, which vest in equal installments on February 20 of 2019, 2020 and 2021. Read SEC document |
| February 20, 2018 Filed Feb 22, 2018 18:38 UTC | ILG, LLC ILG · Entity 163779 | Exercise / conversionRestricted Stock Units · Derivative | 9,049 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001179110-18-002632 · edgar.xml · derivative · entry 3 Rivera Sergio · CIK 0001560718 · Director · EVP & CEO, Pres VO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,378 Underlying: common stock · 9,049 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F4 · derivative.exercise_date: The terms of the initial award for the restricted stock units provide for vesting in three equal installments on February 14 of 2018 (or such later date as the performance is certified), 2019 and 2020. F3 · derivative.expiration_date: Vested shares to be delivered shortly after vesting. Read SEC document |
| February 20, 2018 Filed Feb 22, 2018 18:38 UTC | ILG, LLC ILG · Entity 163779 | Tax withholdingCommon stock | 2,258 | $32.20 | $72,707.60 |
DisclosureSEC source: 0001179110-18-002632 · edgar.xml · nonDerivative · entry 2 Rivera Sergio · CIK 0001560718 · Director · EVP & CEO, Pres VO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 44,703 F2 · kind: Represents the withholding of shares of common stock to cover payment of taxes in connection with the vesting of restricted stock units. Read SEC document |
| February 20, 2018 Filed Feb 22, 2018 18:38 UTC | ILG, LLC ILG · Entity 163779 | Exercise / conversionCommon stock | 9,049 | $0.00 | $0.00 |
DisclosureSEC source: 0001179110-18-002632 · edgar.xml · nonDerivative · entry 1 Rivera Sergio · CIK 0001560718 · Director · EVP & CEO, Pres VO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 46,961 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · kind: Represents shares of common stock acquired upon vesting of restricted stock units. Read SEC document |
| February 09, 2018 Filed Feb 12, 2018 22:47 UTC | WELLTOWER INC. HCN · Entity 2853 | Exercise / conversionDeferred Stock Units · Derivative | 2,142 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-009304 · doc4.xml · derivative · entry 3 Rivera Sergio · CIK 0001560718 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common · 2,142 shares Expires 2018-02-09 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F4 · derivative.exercise_price: These deferred stock units were granted without cash consideration on February 9, 2017 under the Welltower Inc. 2016 Long-Term Incentive Plan. Each deferred stock unit represents a right to receive one share of common stock of Welltower Inc. at the time of vesting of the unit. These deferred stock units vested on February 9, 2018. F4 · price: These deferred stock units were granted without cash consideration on February 9, 2017 under the Welltower Inc. 2016 Long-Term Incentive Plan. Each deferred stock unit represents a right to receive one share of common stock of Welltower Inc. at the time of vesting of the unit. These deferred stock units vested on February 9, 2018. F4 · derivative.exercise_date: These deferred stock units were granted without cash consideration on February 9, 2017 under the Welltower Inc. 2016 Long-Term Incentive Plan. Each deferred stock unit represents a right to receive one share of common stock of Welltower Inc. at the time of vesting of the unit. These deferred stock units vested on February 9, 2018. F4 · derivative.expiration_date: These deferred stock units were granted without cash consideration on February 9, 2017 under the Welltower Inc. 2016 Long-Term Incentive Plan. Each deferred stock unit represents a right to receive one share of common stock of Welltower Inc. at the time of vesting of the unit. These deferred stock units vested on February 9, 2018. F2 · derivative.underlying_shares: The reported transaction was a vesting of 2,142 deferred stock units on February 9, 2018, resulting in the issuance of 2,142 shares of common stock. No amount was payable in connection with the vesting or the common stock issuance. Read SEC document |
| February 09, 2018 Filed Feb 12, 2018 22:47 UTC | WELLTOWER INC. HCN · Entity 2853 | Exercise / conversionCommon Stock | 2,142 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-009304 · doc4.xml · nonDerivative · entry 2 Rivera Sergio · CIK 0001560718 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,315.1108 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F2 · price: The reported transaction was a vesting of 2,142 deferred stock units on February 9, 2018, resulting in the issuance of 2,142 shares of common stock. No amount was payable in connection with the vesting or the common stock issuance. F3 · balance_after: Amount includes 56.0199 shares acquired since the last Form 4 filing as a result of reinvestment of dividends under the dividend reinvestment plan. Read SEC document |
| February 08, 2018 Filed Feb 12, 2018 22:47 UTC | WELLTOWER INC. HCN · Entity 2853 | GrantCommon Stock | 2,561 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-009304 · doc4.xml · nonDerivative · entry 1 Rivera Sergio · CIK 0001560718 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,117.0909 F1 · shares: These shares represent deferred stock units that were granted without cash consideration on February 8, 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 February 8, 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 |
| December 19, 2017 Filed Dec 21, 2017 19:35 UTC | ILG, LLC ILG · Entity 163779 | GrantRetricted Stock Units · Derivative | 147 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001179110-17-015814 · edgar.xml · derivative · entry 2 Rivera Sergio · CIK 0001560718 · Director · EVP & CEO, Pres VO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 27,427 Underlying: Common stock · 147 shares Expires not disclosed F1 · derivative.exercise_date: The rights accrued when and as cash dividends were reinvested in securities and vest on the same terms as the RSUs to which they relate with vested shares delivered shortly after vesting. F1 · derivative.expiration_date: The rights accrued when and as cash dividends were reinvested in securities and vest on the same terms as the RSUs to which they relate with vested shares delivered shortly after vesting. F3 · balance_after: Represents 27,280 RSUs originally granted on February 14, 2017 plus prior dividends and 147 RSUs issued effective December 19, 2017 in connection with the company's cash dividend. Read SEC document |
| December 19, 2017 Filed Dec 21, 2017 19:35 UTC | ILG, LLC ILG · Entity 163779 | GrantRestricted Stock Units · Derivative | 265 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001179110-17-015814 · edgar.xml · derivative · entry 1 Rivera Sergio · CIK 0001560718 · Director · EVP & CEO, Pres VO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 49,411 Underlying: Common Stock · 265 shares Expires not disclosed F1 · derivative.exercise_date: The rights accrued when and as cash dividends were reinvested in securities and vest on the same terms as the RSUs to which they relate with vested shares delivered shortly after vesting. F1 · derivative.expiration_date: The rights accrued when and as cash dividends were reinvested in securities and vest on the same terms as the RSUs to which they relate with vested shares delivered shortly after vesting. F2 · balance_after: Represents 49,146 RSUs originally granted on November 7, 2016 plus prior dividends and 265 RSUs issued effective December 19, 2017 in connection with the company's cash dividend. Read SEC document |
| November 07, 2017 Filed Nov 9, 2017 17:49 UTC | ILG, LLC ILG · Entity 163779 | Exercise / conversionRestricted Stock Units · Derivative | 24,571 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001179110-17-013944 · edgar.xml · derivative · entry 3 Rivera Sergio · CIK 0001560718 · Director · EVP & CEO, Pres VO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 49,146 Underlying: common stock · 24,571 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F4 · derivative.exercise_date: The terms of the initial award for the restricted stock units provide for vesting in three equal installments on November 7 of 2017, 2018, and 2019. F3 · derivative.expiration_date: Vested shares to be delivered shortly after vesting. Read SEC document |
| November 07, 2017 Filed Nov 9, 2017 17:49 UTC | ILG, LLC ILG · Entity 163779 | Tax withholdingCommon stock | 7,761 | $30.65 | $237,874.65 |
DisclosureSEC source: 0001179110-17-013944 · edgar.xml · nonDerivative · entry 2 Rivera Sergio · CIK 0001560718 · Director · EVP & CEO, Pres VO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 37,912 F2 · kind: Represents the withholding of shares of common stock to cover payment of taxes in connection with the vesting of restricted stock units. Read SEC document |
| November 07, 2017 Filed Nov 9, 2017 17:49 UTC | ILG, LLC ILG · Entity 163779 | Exercise / conversionCommon stock | 24,571 | $0.00 | $0.00 |
DisclosureSEC source: 0001179110-17-013944 · edgar.xml · nonDerivative · entry 1 Rivera Sergio · CIK 0001560718 · Director · EVP & CEO, Pres VO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 45,673 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · kind: Represents shares of common stock acquired upon vesting of restricted stock units. Read SEC document |
| September 18, 2017 Filed Sep 20, 2017 17:49 UTC | ILG, LLC ILG · Entity 163779 | GrantRetricted Stock Units · Derivative | 161 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001179110-17-012532 · edgar.xml · derivative · entry 2 Rivera Sergio · CIK 0001560718 · Director · CEO, Pres Vacation Ownership 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 27,280 Underlying: Common stock · 161 shares Expires not disclosed F1 · derivative.exercise_date: The rights accrued when and as cash dividends were reinvested in securities and vest on the same terms as the RSUs to which they relate with vested shares delivered shortly after vesting. F1 · derivative.expiration_date: The rights accrued when and as cash dividends were reinvested in securities and vest on the same terms as the RSUs to which they relate with vested shares delivered shortly after vesting. F3 · balance_after: Represents 27,119 RSUs originally granted on February 14, 2017 plus prior dividends and 161 RSUs issued effective September 18, 2017 in connection with the company's cash dividend. Read SEC document |
| September 18, 2017 Filed Sep 20, 2017 17:49 UTC | ILG, LLC ILG · Entity 163779 | GrantRestricted Stock Units · Derivative | 434 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001179110-17-012532 · edgar.xml · derivative · entry 1 Rivera Sergio · CIK 0001560718 · Director · CEO, Pres Vacation Ownership 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 73,717 Underlying: Common Stock · 434 shares Expires not disclosed F1 · derivative.exercise_date: The rights accrued when and as cash dividends were reinvested in securities and vest on the same terms as the RSUs to which they relate with vested shares delivered shortly after vesting. F1 · derivative.expiration_date: The rights accrued when and as cash dividends were reinvested in securities and vest on the same terms as the RSUs to which they relate with vested shares delivered shortly after vesting. F2 · balance_after: Represents 73,283 RSUs originally granted on November 7, 2016 plus prior dividends and 434 RSUs issued effective September 18, 2017 in connection with the company's cash dividend. Read SEC document |
| August 26, 2017 Filed Aug 28, 2017 21:26 UTC | WELLTOWER INC. HCN · Entity 2853 | Exercise / conversionDeferred Stock Units · Derivative | 166 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-050438 · doc4.xml · derivative · entry 2 Rivera Sergio · CIK 0001560718 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,142 Underlying: Common · 166 shares Expires 2017-08-26 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F3 · derivative.exercise_price: These deferred stock units were granted without cash consideration on August 26, 2014 under the Amended and Restated Welltower Inc. 2005 Long-Term Incentive Plan. Each deferred stock unit represents a right to receive one share of common stock of Welltower Inc. at the time of vesting of the unit. These deferred stock units vest in three installments, with 167 units having vested on August 26 of each of 2015 and 2016 and 166 units having vested on August 26, 2017. F3 · price: These deferred stock units were granted without cash consideration on August 26, 2014 under the Amended and Restated Welltower Inc. 2005 Long-Term Incentive Plan. Each deferred stock unit represents a right to receive one share of common stock of Welltower Inc. at the time of vesting of the unit. These deferred stock units vest in three installments, with 167 units having vested on August 26 of each of 2015 and 2016 and 166 units having vested on August 26, 2017. F3 · derivative.exercise_date: These deferred stock units were granted without cash consideration on August 26, 2014 under the Amended and Restated Welltower Inc. 2005 Long-Term Incentive Plan. Each deferred stock unit represents a right to receive one share of common stock of Welltower Inc. at the time of vesting of the unit. These deferred stock units vest in three installments, with 167 units having vested on August 26 of each of 2015 and 2016 and 166 units having vested on August 26, 2017. F3 · derivative.expiration_date: These deferred stock units were granted without cash consideration on August 26, 2014 under the Amended and Restated Welltower Inc. 2005 Long-Term Incentive Plan. Each deferred stock unit represents a right to receive one share of common stock of Welltower Inc. at the time of vesting of the unit. These deferred stock units vest in three installments, with 167 units having vested on August 26 of each of 2015 and 2016 and 166 units having vested on August 26, 2017. F1 · derivative.underlying_shares: The reported transaction was a vesting of 166 deferred stock units on August 26, 2017, resulting in the issuance of 166 shares of common stock. No amount was payable in connection with the vesting or the common stock issuance. F4 · balance_after: Includes 2,142 deferred stock units granted on February 9, 2017 and vest on February 9, 2018. Due to a clerical error, the last Form 4 filing reported 2,142 units, inadvertently excluding the 166 deferred stock units that vested on August 26, 2017. Read SEC document |
| August 26, 2017 Filed Aug 28, 2017 21:26 UTC | WELLTOWER INC. HCN · Entity 2853 | Exercise / conversionCommon Stock | 166 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-050438 · doc4.xml · nonDerivative · entry 1 Rivera Sergio · CIK 0001560718 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,556.0909 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · price: The reported transaction was a vesting of 166 deferred stock units on August 26, 2017, resulting in the issuance of 166 shares of common stock. No amount was payable in connection with the vesting or the common stock issuance. F2 · balance_after: Amount includes 131.060400 shares acquired as a result of reinvestment of dividends under the dividend reinvestment plan. Read SEC document |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.