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 |
|---|---|---|---|---|---|---|
| June 20, 2017 Filed Jun 22, 2017 18:48 UTC | ILG, LLC ILG · Entity 163779 | GrantRetricted Stock Units · Derivative | 145 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001179110-17-009498 · edgar.xml · derivative · entry 2 Rivera Sergio · CIK 0001560718 · Director · CEO, Pres Vacation Ownership 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 27,119 Underlying: Common stock · 145 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 26,974 RSUs originally granted on February 14, 2017 plus prior dividends and 145 RSUs issued effective June 20, 2017 in connection with the company's cash dividend. Read SEC document |
| June 20, 2017 Filed Jun 22, 2017 18:48 UTC | ILG, LLC ILG · Entity 163779 | GrantRestricted Stock Units · Derivative | 391 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001179110-17-009498 · edgar.xml · derivative · entry 1 Rivera Sergio · CIK 0001560718 · Director · CEO, Pres Vacation Ownership 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 73,283 Underlying: Common Stock · 391 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 72,892 RSUs originally granted on November 7, 2016 plus prior dividends and 391 RSUs issued effective June 20, 2017 in connection with the company's cash dividend. Read SEC document |
| May 12, 2017 Filed Mar 2, 2018 17:37 UTC | ILG, LLC ILG · Entity 163779 | Exercise / conversionRestricted stock units · Derivative | 9,035 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001179110-18-003354 · 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 · 9,035 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. F2 · derivative.expiration_date: Vested shares to be delivered shortly after vesting. Read SEC document |
| May 12, 2017 Filed Mar 2, 2018 17:37 UTC | ILG, LLC ILG · Entity 163779 | Exercise / conversionCommon stock | 9,035 | $0.00 | $0.00 |
DisclosureSEC source: 0001179110-18-003354 · edgar.xml · nonDerivative · entry 1 Rivera Sergio · CIK 0001560718 · Director · EVP & CEO, Pres VO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 21,102 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 ILG common stock acquired upon vesting of restricted stock units units. Read SEC document |
| March 28, 2017 Filed Mar 30, 2017 17:06 UTC | ILG, LLC ILG · Entity 163779 | GrantRetricted Stock Units · Derivative | 202 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001179110-17-005263 · edgar.xml · derivative · entry 3 Rivera Sergio · CIK 0001560718 · Director · CEO, Pres Vacation Ownership 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 26,974 Underlying: Common stock · 202 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 26,772 RSUs originally granted on February 14, 2017 plus 202 RSUs issued effective March 28, 2017 in connection with the company's cash dividend. Read SEC document |
| March 28, 2017 Filed Mar 30, 2017 17:06 UTC | ILG, LLC ILG · Entity 163779 | GrantRestricted Stock Units · Derivative | 547 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001179110-17-005263 · edgar.xml · derivative · entry 2 Rivera Sergio · CIK 0001560718 · Director · CEO, Pres Vacation Ownership 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 72,892 Underlying: Common Stock · 547 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 72,345 RSUs originally granted on November 7, 2016 plus prior dividends and 547 RSUs issued effective March 28, 2017 in connection with the company's cash dividend. Read SEC document |
| March 28, 2017 Filed Mar 30, 2017 17:06 UTC | ILG, LLC ILG · Entity 163779 | GrantRestricted Stock Units · Derivative | 68 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001179110-17-005263 · edgar.xml · derivative · entry 1 Rivera Sergio · CIK 0001560718 · Director · CEO, Pres Vacation Ownership 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,037 Underlying: Common stock · 68 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 8,968 RSUs originally granted on May 12, 2016 plus prior dividends and 68 RSUs issued effective March 28, 2017 in connection with the company's cash dividend. Read SEC document |
| February 14, 2017 Filed Feb 16, 2017 18:34 UTC | ILG, LLC ILG · Entity 163779 | GrantRestricted Stock Units · Derivative | 26,772 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001179110-17-002568 · edgar.xml · derivative · entry 1 Rivera Sergio · CIK 0001560718 · Director · CEO, Pres Vacation Ownership 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 26,772 Underlying: common stock · 26,772 shares Expires not disclosed F2 · derivative.exercise_date: Represents restricted stock units acquired pursuant to the Company's 2013 Stock and Incentive Compensation Plan, which vest in equal installments on February 14 of 2018, 2019 and 2020 subject to the satisfaction of certain performance conditions. F1 · derivative.expiration_date: Vested shares to be delivered shortly after vesting. F2 · 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 14 of 2018, 2019 and 2020 subject to the satisfaction of certain performance conditions. Read SEC document |
| February 12, 2017 Filed Feb 13, 2017 23:32 UTC | WELLTOWER INC. HCN · Entity 2853 | Exercise / conversionDeferred Stock Units · Derivative | 2,298 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-010186 · doc4.xml · derivative · entry 3 Rivera Sergio · CIK 0001560718 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,142 Underlying: Common · 2,298 shares Expires 2017-02-12 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 12, 2016 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 one installment, with 2,298 units having vested on February 12, 2017. F4 · price: These deferred stock units were granted without cash consideration on February 12, 2016 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 one installment, with 2,298 units having vested on February 12, 2017. F4 · derivative.exercise_date: These deferred stock units were granted without cash consideration on February 12, 2016 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 one installment, with 2,298 units having vested on February 12, 2017. F4 · derivative.expiration_date: These deferred stock units were granted without cash consideration on February 12, 2016 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 one installment, with 2,298 units having vested on February 12, 2017. F1 · derivative.underlying_shares: The reported transaction was a vesting of 2,298 deferred stock units on February 12, 2017, resulting in the issuance of 2,298 shares of common stock. No amount was payable in connection with the vesting of the common stock issuance. F5 · balance_after: Includes 2,142 deferred stock units granted on February 9, 2017, with 2,142 units vesting on February 9, 2018. Read SEC document |
| February 12, 2017 Filed Feb 13, 2017 23:32 UTC | WELLTOWER INC. HCN · Entity 2853 | Exercise / conversionCommon Stock | 2,298 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-010186 · doc4.xml · nonDerivative · entry 1 Rivera Sergio · CIK 0001560718 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,259.0305 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 2,298 deferred stock units on February 12, 2017, resulting in the issuance of 2,298 shares of common stock. No amount was payable in connection with the vesting of the common stock issuance. F2 · balance_after: Amount includes 26.3905 shares acquired as a result of reinvestment of dividends under the dividend reinvestment plan. Read SEC document |
| February 09, 2017 Filed Feb 13, 2017 23:32 UTC | WELLTOWER INC. HCN · Entity 2853 | GrantDeferred Stock Units · Derivative | 2,142 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-010186 · doc4.xml · derivative · entry 2 Rivera Sergio · CIK 0001560718 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,440 Underlying: Common · 2,142 shares Expires 2018-02-09 F3 · 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 vest in one installment on the first anniversary of the grant date. F3 · 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 vest in one installment on the first anniversary of the grant date. F3 · 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 vest in one installment on the first anniversary of the grant date. F3 · 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 vest in one installment on the first anniversary of the grant date. F3 · derivative.underlying_shares: 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 vest in one installment on the first anniversary of the grant date. Read SEC document |
| December 20, 2016 Filed Dec 22, 2016 17:40 UTC | ILG, LLC ILG · Entity 163779 | GrantRestricted Stock Units · Derivative | 470 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001179110-16-033420 · edgar.xml · derivative · entry 2 Rivera Sergio · CIK 0001560718 · Director · CEO, Pres Vacation Ownership 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 72,345 Underlying: common stock · 470 shares Expires not disclosed F1 · derivative.exercise_date: The rights accrue when and as cash dividends were reinvested in securities and vest on the same terms as the underlying RSUs to which they relate with vested shares delivered shortly after vesting. F1 · derivative.expiration_date: The rights accrue when and as cash dividends were reinvested in securities and vest on the same terms as the underlying RSUs to which they relate with vested shares delivered shortly after vesting. F2 · balance_after: Represents 71,875 RSUs originally granted on November 11, 2016 and 470 RSUs issued effective December 20, 2016 in connection with the company's cash dividend. Read SEC document |
| December 20, 2016 Filed Dec 22, 2016 17:40 UTC | ILG, LLC ILG · Entity 163779 | GrantRestricted stock units · Derivative | 58 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001179110-16-033420 · edgar.xml · derivative · entry 1 Rivera Sergio · CIK 0001560718 · Director · CEO, Pres Vacation Ownership 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,968 Underlying: Common stock · 58 shares Expires not disclosed F1 · derivative.exercise_date: The rights accrue when and as cash dividends were reinvested in securities and vest on the same terms as the underlying RSUs to which they relate with vested shares delivered shortly after vesting. F1 · derivative.expiration_date: The rights accrue when and as cash dividends were reinvested in securities and vest on the same terms as the underlying RSUs to which they relate with vested shares delivered shortly after vesting. Read SEC document |
| November 07, 2016 Filed Nov 9, 2016 18:35 UTC | ILG, LLC ILG · Entity 163779 | GrantRestricted Stock Units · Derivative | 71,875 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001179110-16-031387 · edgar.xml · derivative · entry 1 Rivera Sergio · CIK 0001560718 · Director · CEO, Pres Vacation Ownership 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 71,875 Underlying: common stock · 71,875 shares Expires 2019-11-07 F2 · derivative.exercise_date: Represents restricted stock units acquired pursuant to the Company's 2013 Stock and Incentive Compensation Plan, which vest in equal tranches on November 7, of 2017, 2018 and 2019, subject to the satisfaction of certain performance conditions. F1 · derivative.expiration_date: Vested shares to be delivered shortly after vesting. Read SEC document |
| September 22, 2016 Filed Sep 26, 2016 21:14 UTC | STARWOOD HOTELS & RESORTS WORLDWIDE, LLC HOT · Entity 182112 | Disposition to issuerStock Options (Right to Buy) · Derivative | 3,295 | Not disclosed Strike: $56.88 | Not disclosed |
DisclosureSEC source: 0000899243-16-030064 · doc4.xml · derivative · entry 10 Rivera Sergio · CIK 0001560718 · President, The Americas 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 3,295 shares Expires 2019-02-28 F11 · derivative.exercise_price: 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. F11 · shares: 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 · price: 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 · derivative.exercise_date: This Stock Option vested in four equal annual installments beginning on 2/28/2012. F11 · derivative.underlying_shares: 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. Read SEC document |
| September 22, 2016 Filed Sep 26, 2016 21:14 UTC | STARWOOD HOTELS & RESORTS WORLDWIDE, LLC HOT · Entity 182112 | Disposition to issuerStock Options (Right to Buy) · Derivative | 7,336 | Not disclosed Strike: $51.11 | Not disclosed |
DisclosureSEC source: 0000899243-16-030064 · doc4.xml · derivative · entry 9 Rivera Sergio · CIK 0001560718 · President, The Americas 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 7,336 shares Expires 2020-02-28 F8 · derivative.exercise_price: 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. F8 · shares: 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 · price: 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 · derivative.exercise_date: This option vested in four equal annual installments beginning on 2/28/2013. F8 · derivative.underlying_shares: 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. Read SEC document |
| September 22, 2016 Filed Sep 26, 2016 21:14 UTC | STARWOOD HOTELS & RESORTS WORLDWIDE, LLC HOT · Entity 182112 | Disposition to issuerCommon Stock | 28,002 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000899243-16-030064 · doc4.xml · nonDerivative · entry 8 Rivera Sergio · CIK 0001560718 · President, The Americas 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 F7 · price: 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. Read SEC document |
| September 22, 2016 Filed Sep 26, 2016 21:14 UTC | STARWOOD HOTELS & RESORTS WORLDWIDE, LLC HOT · Entity 182112 | Disposition to issuerCommon Stock | 56,455 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000899243-16-030064 · doc4.xml · nonDerivative · entry 7 Rivera Sergio · CIK 0001560718 · President, The Americas 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 28,002 F6 · price: 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"). Read SEC document |
| September 22, 2016 Filed Sep 26, 2016 21:14 UTC | STARWOOD HOTELS & RESORTS WORLDWIDE, LLC HOT · Entity 182112 | Disposition to issuerCommon Stock | 22,496 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000899243-16-030064 · doc4.xml · nonDerivative · entry 6 Rivera Sergio · CIK 0001560718 · President, The Americas 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 84,457 F3 · price: 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). Read SEC document |
| September 22, 2016 Filed Sep 26, 2016 21:14 UTC | STARWOOD HOTELS & RESORTS WORLDWIDE, LLC HOT · Entity 182112 | GrantCommon Stock | 22,496 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000899243-16-030064 · doc4.xml · nonDerivative · entry 5 Rivera Sergio · CIK 0001560718 · President, The Americas 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 106,953 F5 · kind: Reflects Performance Shares deemed earned at 200% achievement level under 2016 performance share awards as part of the Conversions. F2 · price: Not applicable. Read SEC document |
| September 22, 2016 Filed Sep 26, 2016 21:14 UTC | STARWOOD HOTELS & RESORTS WORLDWIDE, LLC HOT · Entity 182112 | Disposition to issuerCommon Stock | 12,464 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000899243-16-030064 · doc4.xml · nonDerivative · entry 4 Rivera Sergio · CIK 0001560718 · President, The Americas 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 84,457 F3 · price: 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). Read SEC document |
| September 22, 2016 Filed Sep 26, 2016 21:14 UTC | STARWOOD HOTELS & RESORTS WORLDWIDE, LLC HOT · Entity 182112 | GrantCommon Stock | 12,464 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000899243-16-030064 · doc4.xml · nonDerivative · entry 3 Rivera Sergio · CIK 0001560718 · President, The Americas 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 96,921 F4 · kind: Reflects Performance Shares deemed earned at 128.55% achievement level under 2015 performance share awards as part of the Conversions. F2 · price: Not applicable. Read SEC document |
| September 22, 2016 Filed Sep 26, 2016 21:14 UTC | STARWOOD HOTELS & RESORTS WORLDWIDE, LLC HOT · Entity 182112 | Disposition to issuerCommon Stock | 7,893 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000899243-16-030064 · doc4.xml · nonDerivative · entry 2 Rivera Sergio · CIK 0001560718 · President, The Americas 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 84,457 F3 · price: 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). Read SEC document |
| September 22, 2016 Filed Sep 26, 2016 21:14 UTC | STARWOOD HOTELS & RESORTS WORLDWIDE, LLC HOT · Entity 182112 | GrantCommon Stock | 7,893 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000899243-16-030064 · doc4.xml · nonDerivative · entry 1 Rivera Sergio · CIK 0001560718 · President, The Americas 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 92,350 F1 · kind: 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 · price: Not applicable. Read SEC document |
| September 21, 2016 Filed Sep 23, 2016 17:08 UTC | ILG, LLC IILG · Entity 163779 | GrantRestricted Stock Units · Derivative | 63 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001179110-16-029999 · edgar.xml · derivative · entry 1 Rivera Sergio · CIK 0001560718 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,910 Underlying: Common stock · 63 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 8,847 RSUs originally granted on May 12, 2016 plus prior dividends and 63 RSUs issued effective September 21, 2016 in connection with the company's cash dividend. Read SEC document |
| August 26, 2016 Filed Aug 30, 2016 20:04 UTC | WELLTOWER INC. HCN · Entity 2853 | Exercise / conversionDeferred Stock Units · Derivative | 167 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001209191-16-139119 · doc4.xml · derivative · entry 2 Rivera Sergio · CIK 0001560718 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,464 Underlying: Common · 167 shares Expires 2016-08-26 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 vesting 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 vesting 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 vesting 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 vesting on August 26, 2017. F1 · derivative.underlying_shares: The reported transaction was a vesting of 167 deferred stock units on August 26, 2016, resulting in the issuance of 167 shares of common stock. No amount was payable in connection with the vesting or the common stock issuance. F4 · balance_after: Includes (i) 166 deferred stock units granted on August 26, 2014 that vest on August 26, 2017 and (ii) 2,298 deferred stock units granted on February 12, 2016 that vest on February 12, 2017. Read SEC document |
| August 26, 2016 Filed Aug 30, 2016 20:04 UTC | WELLTOWER INC. HCN · Entity 2853 | Exercise / conversionCommon Stock | 167 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-16-139119 · doc4.xml · nonDerivative · entry 1 Rivera Sergio · CIK 0001560718 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,934.64 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 167 deferred stock units on August 26, 2016, resulting in the issuance of 167 shares of common stock. No amount was payable in connection with the vesting or the common stock issuance. F2 · balance_after: Amount includes 68.64 shares acquired as a result of reinvestment of dividends under the dividend reinvestment plan. Read SEC document |
| February 12, 2016 Filed Feb 16, 2016 20:07 UTC | WELLTOWER INC. HCN · Entity 2853 | GrantDeferred Stock Units · Derivative | 2,758 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001209191-16-098603 · doc4.xml · derivative · entry 1 Rivera Sergio · CIK 0001560718 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,091 Underlying: Common · 2,758 shares Expires 2017-02-12 F1 · derivative.exercise_price: These deferred stock units were granted without cash consideration on February 12, 2016 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 one installment, with 2,758 units vesting on February 12, 2017. F1 · price: These deferred stock units were granted without cash consideration on February 12, 2016 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 one installment, with 2,758 units vesting on February 12, 2017. F1 · derivative.exercise_date: These deferred stock units were granted without cash consideration on February 12, 2016 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 one installment, with 2,758 units vesting on February 12, 2017. F1 · derivative.expiration_date: These deferred stock units were granted without cash consideration on February 12, 2016 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 one installment, with 2,758 units vesting on February 12, 2017. F1 · derivative.underlying_shares: These deferred stock units were granted without cash consideration on February 12, 2016 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 one installment, with 2,758 units vesting on February 12, 2017. F2 · balance_after: Includes (i) 333 deferred stock units granted on August 26, 2014, with 167 units vesting on August 26, 2016 and 166 units vesting on August 26, 2017; and (ii) 2,758 deferred stock units granted on February 12, 2016, with 2,758 units vesting on February 12, 2017. Read SEC document |
| February 12, 2016 Filed Feb 22, 2016 21:44 UTC Amendment | WELLTOWER INC. HCN · Entity 2853 | GrantDeferred Stock Units · Derivative | 2,298 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001209191-16-100974 · doc4a.xml · derivative · entry 1 Rivera Sergio · CIK 0001560718 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,631 Underlying: Common · 2,298 shares Expires 2017-02-12 F1 · derivative.exercise_price: These deferred stock units were granted without cash consideration on February 12, 2016 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 one installment, with 2,298 units vesting on February 12, 2017. The original Form 4 filed on February 16, 2016 inadvertently reported a grant of 2,758 deferred stock units due to a clerical error. F1 · price: These deferred stock units were granted without cash consideration on February 12, 2016 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 one installment, with 2,298 units vesting on February 12, 2017. The original Form 4 filed on February 16, 2016 inadvertently reported a grant of 2,758 deferred stock units due to a clerical error. F1 · derivative.exercise_date: These deferred stock units were granted without cash consideration on February 12, 2016 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 one installment, with 2,298 units vesting on February 12, 2017. The original Form 4 filed on February 16, 2016 inadvertently reported a grant of 2,758 deferred stock units due to a clerical error. F1 · derivative.expiration_date: These deferred stock units were granted without cash consideration on February 12, 2016 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 one installment, with 2,298 units vesting on February 12, 2017. The original Form 4 filed on February 16, 2016 inadvertently reported a grant of 2,758 deferred stock units due to a clerical error. F1 · derivative.underlying_shares: These deferred stock units were granted without cash consideration on February 12, 2016 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 one installment, with 2,298 units vesting on February 12, 2017. The original Form 4 filed on February 16, 2016 inadvertently reported a grant of 2,758 deferred stock units due to a clerical error. F2 · balance_after: Includes (i) 333 deferred stock units granted on August 26, 2014, with 167 units vesting on August 26, 2016 and 166 units vesting on August 26, 2017; and (ii) 2,298 deferred stock units granted on February 12, 2016, with 2,298 units vesting on February 12, 2017. Read SEC document |
| February 05, 2016 Filed Feb 9, 2016 21:40 UTC | WELLTOWER INC. HCN · Entity 2853 | Exercise / conversionDeferred Stock Units · Derivative | 1,532 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001209191-16-096771 · doc4.xml · derivative · entry 2 Rivera Sergio · CIK 0001560718 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 333 Underlying: Common · 1,532 shares Expires 2016-02-05 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 · derivative.exercise_price: These deferred stock units were granted without cash consideration on February 5, 2015 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 one installment, with 1,532 units having vested on February 5, 2016. F2 · price: These deferred stock units were granted without cash consideration on February 5, 2015 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 one installment, with 1,532 units having vested on February 5, 2016. F2 · derivative.exercise_date: These deferred stock units were granted without cash consideration on February 5, 2015 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 one installment, with 1,532 units having vested on February 5, 2016. F2 · derivative.expiration_date: These deferred stock units were granted without cash consideration on February 5, 2015 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 one installment, with 1,532 units having vested on February 5, 2016. F1 · derivative.underlying_shares: The reported transaction was a vesting of 1,532 deferred stock units on February 5, 2016, resulting in the issuance of 1,532 shares of common stock. No amount was payable in connection with the vesting or the common stock issuance. F3 · balance_after: Includes (1) 333 deferred stock units granted on August 26, 2014, with 167 deferred stock units vesting on August 26, 2016 and 166 deferred stock units vesting on August 26, 2017. Read SEC document |
| February 05, 2016 Filed Feb 9, 2016 21:40 UTC | WELLTOWER INC. HCN · Entity 2853 | Exercise / conversionCommon Stock | 1,532 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-16-096771 · doc4.xml · nonDerivative · entry 1 Rivera Sergio · CIK 0001560718 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,699 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 1,532 deferred stock units on February 5, 2016, resulting in the issuance of 1,532 shares of common stock. No amount was payable in connection with the vesting or the common stock issuance. Read SEC document |
| August 26, 2015 Filed Aug 28, 2015 20:03 UTC | WELLTOWER INC. HCN · Entity 2853 | Exercise / conversionDeferred Stock Units · Derivative | 167 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001209191-15-068433 · doc4.xml · derivative · entry 2 Rivera Sergio · CIK 0001560718 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,865 Underlying: Common · 167 shares Expires 2015-08-26 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. F2 · derivative.exercise_price: These deferred stock units were granted without cash consideration on August 26, 2014 under the Amended and Restated Health Care REIT, Inc. 2005 Long-Term Incentive Plan. Each deferred stock unit represents a right to receive one share of common stock of Health Care REIT, Inc. at the time of vesting of the unit. These deferred stock units vest in three installments, with 167 units having vested on August 26, 2015, 167 units vesting on August 26, 2016 and 166 units vesting on August 26, 2017. F2 · price: These deferred stock units were granted without cash consideration on August 26, 2014 under the Amended and Restated Health Care REIT, Inc. 2005 Long-Term Incentive Plan. Each deferred stock unit represents a right to receive one share of common stock of Health Care REIT, Inc. at the time of vesting of the unit. These deferred stock units vest in three installments, with 167 units having vested on August 26, 2015, 167 units vesting on August 26, 2016 and 166 units vesting on August 26, 2017. F2 · derivative.exercise_date: These deferred stock units were granted without cash consideration on August 26, 2014 under the Amended and Restated Health Care REIT, Inc. 2005 Long-Term Incentive Plan. Each deferred stock unit represents a right to receive one share of common stock of Health Care REIT, Inc. at the time of vesting of the unit. These deferred stock units vest in three installments, with 167 units having vested on August 26, 2015, 167 units vesting on August 26, 2016 and 166 units vesting on August 26, 2017. F2 · derivative.expiration_date: These deferred stock units were granted without cash consideration on August 26, 2014 under the Amended and Restated Health Care REIT, Inc. 2005 Long-Term Incentive Plan. Each deferred stock unit represents a right to receive one share of common stock of Health Care REIT, Inc. at the time of vesting of the unit. These deferred stock units vest in three installments, with 167 units having vested on August 26, 2015, 167 units vesting on August 26, 2016 and 166 units vesting on August 26, 2017. F1 · derivative.underlying_shares: The reported transaction was a vesting of 167 deferred stock units on August 26, 2015, resulting in the issuance of 167 shares of common stock. No amount was payable in connection with the vesting or the common stock issuance. F3 · balance_after: Includes (i) 333 deferred stock units granted on August 26, 2014 with 167 units vesting on August 26, 2016 and 166 units vesting on August 26, 2017 and (ii) 1,532 deferred stock units granted on February 5, 2015, with 1,532 units vesting on February 5, 2016. Read SEC document |
| August 26, 2015 Filed Aug 28, 2015 20:03 UTC | WELLTOWER INC. HCN · Entity 2853 | Exercise / conversionCommon Stock | 167 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-15-068433 · doc4.xml · nonDerivative · entry 1 Rivera Sergio · CIK 0001560718 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,167 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 167 deferred stock units on August 26, 2015, resulting in the issuance of 167 shares of common stock. No amount was payable in connection with the vesting or the common stock issuance. Read SEC document |
| February 05, 2015 Filed Feb 9, 2015 22:40 UTC | WELLTOWER INC. HCN · Entity 2853 | GrantDeferred Stock Units · Derivative | 1,532 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001209191-15-010940 · doc4.xml · derivative · entry 1 Rivera Sergio · CIK 0001560718 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,032 Underlying: Common · 1,532 shares Expires 2016-02-05 F1 · derivative.exercise_price: These deferred stock units were granted without cash consideration on February 5, 2015. Each deferred stock unit represents a right to receive one share of common stock of Health Care REIT, Inc. at the time of vesting of the unit. These deferred stock units vest in one installment, with 1,532 units vesting on February 5, 2016. F1 · price: These deferred stock units were granted without cash consideration on February 5, 2015. Each deferred stock unit represents a right to receive one share of common stock of Health Care REIT, Inc. at the time of vesting of the unit. These deferred stock units vest in one installment, with 1,532 units vesting on February 5, 2016. F1 · derivative.exercise_date: These deferred stock units were granted without cash consideration on February 5, 2015. Each deferred stock unit represents a right to receive one share of common stock of Health Care REIT, Inc. at the time of vesting of the unit. These deferred stock units vest in one installment, with 1,532 units vesting on February 5, 2016. F1 · derivative.expiration_date: These deferred stock units were granted without cash consideration on February 5, 2015. Each deferred stock unit represents a right to receive one share of common stock of Health Care REIT, Inc. at the time of vesting of the unit. These deferred stock units vest in one installment, with 1,532 units vesting on February 5, 2016. F1 · derivative.underlying_shares: These deferred stock units were granted without cash consideration on February 5, 2015. Each deferred stock unit represents a right to receive one share of common stock of Health Care REIT, Inc. at the time of vesting of the unit. These deferred stock units vest in one installment, with 1,532 units vesting on February 5, 2016. F2 · balance_after: Includes (i) 500 deferred stock units granted on August 26, 2014, with 167 units vesting on August 26 of each of 2015 and 2016 and 166 deferred stock units vesting on August 26, 2017 and (ii) 1,532 deferred stock unints granted on February 5, 2015 with 1,532 deferred stockk units vesting on February 5, 2016. Read SEC document |
| August 26, 2014 Filed Aug 28, 2014 20:08 UTC | WELLTOWER INC. HCN · Entity 2853 | GrantDeferred Stock Units · Derivative | 500 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001209191-14-054818 · doc4.xml · derivative · entry 1 Rivera Sergio · CIK 0001560718 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 500 Underlying: Common · 500 shares Expires 2017-08-26 F1 · derivative.exercise_price: These deferred stock units were granted without cash consideration on August 26, 2014 under the Amended and Restated Health Care REIT, Inc. 2005 Long-Term Incentive Plan. Each deferred stock unit represents a right to receive one share of common stock of Health Care REIT, Inc. at the time of vesting of the unit. These deferred stock units vest in three installments, with 167 units vesting on August 26 of each of 2015 and 2016 and 166 units vesting on August 26, 2017. F1 · price: These deferred stock units were granted without cash consideration on August 26, 2014 under the Amended and Restated Health Care REIT, Inc. 2005 Long-Term Incentive Plan. Each deferred stock unit represents a right to receive one share of common stock of Health Care REIT, Inc. at the time of vesting of the unit. These deferred stock units vest in three installments, with 167 units vesting on August 26 of each of 2015 and 2016 and 166 units vesting on August 26, 2017. F1 · derivative.exercise_date: These deferred stock units were granted without cash consideration on August 26, 2014 under the Amended and Restated Health Care REIT, Inc. 2005 Long-Term Incentive Plan. Each deferred stock unit represents a right to receive one share of common stock of Health Care REIT, Inc. at the time of vesting of the unit. These deferred stock units vest in three installments, with 167 units vesting on August 26 of each of 2015 and 2016 and 166 units vesting on August 26, 2017. F1 · derivative.expiration_date: These deferred stock units were granted without cash consideration on August 26, 2014 under the Amended and Restated Health Care REIT, Inc. 2005 Long-Term Incentive Plan. Each deferred stock unit represents a right to receive one share of common stock of Health Care REIT, Inc. at the time of vesting of the unit. These deferred stock units vest in three installments, with 167 units vesting on August 26 of each of 2015 and 2016 and 166 units vesting on August 26, 2017. F1 · derivative.underlying_shares: These deferred stock units were granted without cash consideration on August 26, 2014 under the Amended and Restated Health Care REIT, Inc. 2005 Long-Term Incentive Plan. Each deferred stock unit represents a right to receive one share of common stock of Health Care REIT, Inc. at the time of vesting of the unit. These deferred stock units vest in three installments, with 167 units vesting on August 26 of each of 2015 and 2016 and 166 units vesting on August 26, 2017. F1 · balance_after: These deferred stock units were granted without cash consideration on August 26, 2014 under the Amended and Restated Health Care REIT, Inc. 2005 Long-Term Incentive Plan. Each deferred stock unit represents a right to receive one share of common stock of Health Care REIT, Inc. at the time of vesting of the unit. These deferred stock units vest in three installments, with 167 units vesting on August 26 of each of 2015 and 2016 and 166 units vesting on August 26, 2017. 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.