Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| FrontView REIT, Inc.FVR · Entity 5361 | Director | September 15, 2026 | September 16, 2026 |
| WELLTOWER INC.WELL · Entity 2853 | Co-President and CFO | May 29, 2026 | September 30, 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.
FrontView REIT, Inc.
Report date September 15, 2026 · Filed September 16, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| LTIP UnitsSEC Table II · derivative / convertible security | Direct | 705 |
Reported balance
After 2026-09-15 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2026-09-15 · Grant · Acquired 705 · Balance 705 F1: Represents units of limited partnership interest designated as "LTIP Units" in FrontView Operating Partnership LP (the "Operating Partnership") granted pursuant to the Equity Plan and the Amended and Restated Agreement of Limited Partnership of the Operating Partnership, dated as of October 3, 2024 (the "Partnership Agreement"). LTIP Units have no expiration date. F2: Each LTIP Unit may be converted at the election of the Issuer or the holder, into a common unit of limited partnership interest in the Operating Partnership (an "OP Unit") only if the vesting conditions described below are met. Each OP Unit is thereafter redeemable at the election of the holder for cash equal to the then fair market value of one Share, or at the Issuer's election, one Share, subject to adjustment as set forth in the Partnership Agreement. F3: These LTIP Units vest in full on the first anniversary of the date of issuance subject to continued service with the Issuer through the applicable date. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents units of limited partnership interest designated as "LTIP Units" in FrontView Operating Partnership LP (the "Operating Partnership") granted pursuant to the Equity Plan and the Amended and Restated Agreement of Limited Partnership of the Operating Partnership, dated as of October 3, 2024 (the "Partnership Agreement"). LTIP Units have no expiration date.
F2: Each LTIP Unit may be converted at the election of the Issuer or the holder, into a common unit of limited partnership interest in the Operating Partnership (an "OP Unit") only if the vesting conditions described below are met. Each OP Unit is thereafter redeemable at the election of the holder for cash equal to the then fair market value of one Share, or at the Issuer's election, one Share, subject to adjustment as set forth in the Partnership Agreement.
F3: These LTIP Units vest in full on the first anniversary of the date of issuance subject to continued service with the Issuer through the applicable date.
WELLTOWER INC.
Report date May 29, 2026 · Filed September 30, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 23,409 |
Reported balance
After 2026-05-29 transaction · row 1
1 source rowRow 1 · 2026-05-29 · Grant · Acquired 11 · Balance 23,409 F1: The reporting person is voluntarily reporting the acquisition of common shares, par value $1.00 per share ("Common Shares"), of Welltower Inc. (the "Issuer") pursuant to the Welltower Inc. Employee Stock Purchase Plan ("ESPP"). This transaction was exempt under both Rule 16b-3(c) and Rule 16b-3(d). F2: In accordance with the ESPP these Common Shares were purchased at a price equal to 85% of the closing price of Common Shares on December 1, 2025, the first trading day of the offering period. |
| OP UnitsSEC Table II · derivative / convertible security | Direct | 884,647 |
Reported balance
After 2026-09-29 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2026-09-29 · Gift · Disposed 2,150 · Balance 884,647 F4: Represents Class A Common Units ("OP Units") of Welltower OP LLC ("Welltower OP"), a subsidiary of the Issuer. The OP Units were received on the conversion of membership interests in Welltower OP designated as LTIP Units ("LTIP Units"). Those LTIP Units were originally granted to the reporting person without cash consideration on February 16, 2021. The LTIP Units converted into OP Units once they had both vested and satisfied the minimum allocations to their capital accounts for federal income tax purposes. OP Units may be exchanged on a one-for-one basis for Common Shares of the Issuer, or for the equivalent cash value of Common Shares, as determined by the Issuer. The OP Units are currently exchangeable and have no expiration date. F5: Represents a bona fide gift of OP Units to a donor-advised fund (DAF) for charitable purposes. F6: In connection with the gift, the same number of Other Stock Units issued under the Welltower Inc. 2022 Amended and Restated Long-Term Incentive Plan, which were issued when the LTIP Units that converted into the gifted OP Units were issued, were immediately cancelled for no consideration in accordance with their terms. |
| Common StockSEC Table I · non-derivative | IndirectBy Children | 26 |
Reported balance
Holding disclosure · report date 2026-05-29 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 26 F3: The reporting person disclaims beneficial ownership of the Common Shares owned by children who share the reporting person's household. This report should not be deemed an admission that the reporting person is the beneficial owner of such Common Shares for purposes of Section 16 or for any other purpose. |
Filing footnotes · ownership attribution and instrument terms
F1: The reporting person is voluntarily reporting the acquisition of common shares, par value $1.00 per share ("Common Shares"), of Welltower Inc. (the "Issuer") pursuant to the Welltower Inc. Employee Stock Purchase Plan ("ESPP"). This transaction was exempt under both Rule 16b-3(c) and Rule 16b-3(d).
F2: In accordance with the ESPP these Common Shares were purchased at a price equal to 85% of the closing price of Common Shares on December 1, 2025, the first trading day of the offering period.
F3: The reporting person disclaims beneficial ownership of the Common Shares owned by children who share the reporting person's household. This report should not be deemed an admission that the reporting person is the beneficial owner of such Common Shares for purposes of Section 16 or for any other purpose.
F4: Represents Class A Common Units ("OP Units") of Welltower OP LLC ("Welltower OP"), a subsidiary of the Issuer. The OP Units were received on the conversion of membership interests in Welltower OP designated as LTIP Units ("LTIP Units"). Those LTIP Units were originally granted to the reporting person without cash consideration on February 16, 2021. The LTIP Units converted into OP Units once they had both vested and satisfied the minimum allocations to their capital accounts for federal income tax purposes. OP Units may be exchanged on a one-for-one basis for Common Shares of the Issuer, or for the equivalent cash value of Common Shares, as determined by the Issuer. The OP Units are currently exchangeable and have no expiration date.
F5: Represents a bona fide gift of OP Units to a donor-advised fund (DAF) for charitable purposes.
F6: In connection with the gift, the same number of Other Stock Units issued under the Welltower Inc. 2022 Amended and Restated Long-Term Incentive Plan, which were issued when the LTIP Units that converted into the gifted OP Units were issued, were immediately cancelled for no consideration in accordance with their terms.
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 16, 2021 Filed Feb 18, 2021 23:01 UTC | WELLTOWER INC. WELL · Entity 2853 | GrantCommon Stock | 8,978 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-012041 · doc4.xml · nonDerivative · entry 1 McHugh Timothy · CIK 0001786887 · EVP - Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 29,766 F1 · shares: These shares represent restricted stock units that were granted without cash consideration on February 16, 2021 under the Welltower Inc. 2016 Long-Term Incentive Plan and 2021-2023 Long-Term Incentive Program. Each restricted stock unit will be settled in common stock upon vesting in four equal installments on January 15, 2022, January 15, 2023, January 15, 2024 and January 15, 2025. F1 · price: These shares represent restricted stock units that were granted without cash consideration on February 16, 2021 under the Welltower Inc. 2016 Long-Term Incentive Plan and 2021-2023 Long-Term Incentive Program. Each restricted stock unit will be settled in common stock upon vesting in four equal installments on January 15, 2022, January 15, 2023, January 15, 2024 and January 15, 2025. Read SEC document |
| February 12, 2021 Filed Feb 17, 2021 22:28 UTC | WELLTOWER INC. WELL · Entity 2853 | Exercise / conversionDeferred Stock Units · Derivative | 1,979 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-011391 · doc4.xml · derivative · entry 4 McHugh Timothy · CIK 0001786887 · EVP - Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common · 1,979 shares Expires 2021-02-12 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. F3 · derivative.exercise_price: These deferred stock units were granted without cash consideration on February 15, 2018, 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. The deferred stock units vested on February 12, 2021. F3 · derivative.exercise_date: These deferred stock units were granted without cash consideration on February 15, 2018, 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. The deferred stock units vested on February 12, 2021. F3 · derivative.expiration_date: These deferred stock units were granted without cash consideration on February 15, 2018, 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. The deferred stock units vested on February 12, 2021. F4 · derivative.underlying_shares: The reported transaction was a vesting of 1,979 deferred stock units on February 12, 2021, resulting in the issuance of 1,979 shares of common stock. No amount was payable in connection with the vesting or the common stock issuance. F3 · balance_after: These deferred stock units were granted without cash consideration on February 15, 2018, 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. The deferred stock units vested on February 12, 2021. Read SEC document |
| February 12, 2021 Filed Feb 17, 2021 22:28 UTC | WELLTOWER INC. WELL · Entity 2853 | Tax withholdingCommon Stock | 757 | $67.51 | $51,105.07 |
DisclosureSEC source: 0001209191-21-011391 · doc4.xml · nonDerivative · entry 2 McHugh Timothy · CIK 0001786887 · EVP - Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,788 F1 · shares: Shares withheld upon vesting to satisfy tax withholding obligation. Read SEC document |
| February 12, 2021 Filed Feb 17, 2021 22:28 UTC | WELLTOWER INC. WELL · Entity 2853 | Exercise / conversionCommon Stock | 1,979 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-011391 · doc4.xml · nonDerivative · entry 1 McHugh Timothy · CIK 0001786887 · EVP - Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 21,545 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| January 15, 2021 Filed Jan 21, 2021 00:11 UTC | WELLTOWER INC. WELL · Entity 2853 | Tax withholdingCommon Stock | 2,281 | $64.25 | $146,554.25 |
DisclosureSEC source: 0001209191-21-004538 · doc4.xml · nonDerivative · entry 1 McHugh Timothy · CIK 0001786887 · EVP - Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,566 F1 · shares: Shares withheld upon vesting of restricted stock to satisfy tax withholding obligations. Read SEC document |
| December 31, 2020 Filed Jan 5, 2021 21:59 UTC | WELLTOWER INC. WELL · Entity 2853 | Exercise / conversionDeferred Stock Units · Derivative | 574 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-001231 · doc4.xml · derivative · entry 4 McHugh Timothy · CIK 0001786887 · EVP - Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common · 574 shares Expires 2020-12-31 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 November 1, 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 two installments with 577 units having vested on February 14, 2020 and 574 units having vested on December 31, 2020. F3 · derivative.exercise_date: These deferred stock units were granted without cash consideration on November 1, 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 two installments with 577 units having vested on February 14, 2020 and 574 units having vested on December 31, 2020. F3 · derivative.expiration_date: These deferred stock units were granted without cash consideration on November 1, 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 two installments with 577 units having vested on February 14, 2020 and 574 units having vested on December 31, 2020. F4 · derivative.underlying_shares: The reported transaction was a vesting of 574 deferred stock units on December 31, 2020, resulting in the issuance of 574 shares of common stock. No amount was payable in connection with the vesting or the common stock issuance. F3 · balance_after: These deferred stock units were granted without cash consideration on November 1, 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 two installments with 577 units having vested on February 14, 2020 and 574 units having vested on December 31, 2020. Read SEC document |
| December 31, 2020 Filed Jan 5, 2021 21:59 UTC | WELLTOWER INC. WELL · Entity 2853 | Tax withholdingCommon Stock | 224 | $64.62 | $14,474.88 |
DisclosureSEC source: 0001209191-21-001231 · doc4.xml · nonDerivative · entry 2 McHugh Timothy · CIK 0001786887 · EVP - Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 21,847 F1 · shares: Shares withheld upon vesting to satisfy tax withholding obligation. Read SEC document |
| December 31, 2020 Filed Jan 5, 2021 21:59 UTC | WELLTOWER INC. WELL · Entity 2853 | Exercise / conversionCommon Stock | 574 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-001231 · doc4.xml · nonDerivative · entry 1 McHugh Timothy · CIK 0001786887 · EVP - Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 22,071 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| May 31, 2020 Filed Dec 3, 2020 22:40 UTC | WELLTOWER INC. WELL · Entity 2853 | GrantCommon Stock | 300 | $43.07 | $12,921.00 |
DisclosureSEC source: 0001209191-20-061568 · doc4.xml · nonDerivative · entry 1 McHugh Timothy · CIK 0001786887 · EVP - Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 21,497 F1 · kind: The reporting person is voluntary reporting the acquisition of shares of the issuer's common stock pursuant to the Welltower Inc. Employee Stock Purchase Plan ("ESPP"). This transaction was exempt under Rule 16b-3(c) and Rule 16b-3(d). F2 · price: In accordance with the ESPP these shares were purchased based on 85% of the closing stock price on May 31, 2020, the last trading day of the offering period. Read SEC document |
| February 14, 2020 Filed Feb 19, 2020 22:25 UTC | WELLTOWER INC. WELL · Entity 2853 | Exercise / conversionDeferred Stock Units · Derivative | 577 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-010697 · doc4.xml · derivative · entry 5 McHugh Timothy · CIK 0001786887 · SVP - Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 574 Underlying: Common · 577 shares Expires 2020-02-14 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F4 · derivative.exercise_price: These deferred stock units were granted without cash consideration on November 1, 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 two installments with 577 units having vested on February 14, 2020 and 574 units vesting on December 31, 2020. F4 · derivative.exercise_date: These deferred stock units were granted without cash consideration on November 1, 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 two installments with 577 units having vested on February 14, 2020 and 574 units vesting on December 31, 2020. F4 · derivative.expiration_date: These deferred stock units were granted without cash consideration on November 1, 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 two installments with 577 units having vested on February 14, 2020 and 574 units vesting on December 31, 2020. F5 · derivative.underlying_shares: The reported transaction was a vesting of 577 deferred stock units on February 14, 2020, resulting in the issuance of 577 shares of common stock. No amount was payable in connection with the vesting or the common stock issuance. F4 · balance_after: These deferred stock units were granted without cash consideration on November 1, 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 two installments with 577 units having vested on February 14, 2020 and 574 units vesting on December 31, 2020. Read SEC document |
| February 14, 2020 Filed Feb 19, 2020 22:25 UTC | WELLTOWER INC. WELL · Entity 2853 | GrantCommon Stock | 7,799 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-010697 · doc4.xml · nonDerivative · entry 3 McHugh Timothy · CIK 0001786887 · SVP - Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 21,197 F2 · shares: These shares represent restricted stock units that were granted without cash consideration on February 14, 2020 under the Welltower Inc. 2016 Long-Term Incentive Plan and 2020-2022 Long-Term Incentive Program. Each restricted stock unit will be settled in common stock upon vesting in four equal installments on January 15, 2021, January 15, 2022, January 15, 2023 and January 15, 2024. F2 · price: These shares represent restricted stock units that were granted without cash consideration on February 14, 2020 under the Welltower Inc. 2016 Long-Term Incentive Plan and 2020-2022 Long-Term Incentive Program. Each restricted stock unit will be settled in common stock upon vesting in four equal installments on January 15, 2021, January 15, 2022, January 15, 2023 and January 15, 2024. Read SEC document |
| February 14, 2020 Filed Feb 19, 2020 22:25 UTC | WELLTOWER INC. WELL · Entity 2853 | Tax withholdingCommon Stock | 222 | $89.32 | $19,829.04 |
DisclosureSEC source: 0001209191-20-010697 · doc4.xml · nonDerivative · entry 2 McHugh Timothy · CIK 0001786887 · SVP - Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,398 F1 · shares: Shares withheld upon vesting to satisfy tax withholding obligation. Read SEC document |
| February 14, 2020 Filed Feb 19, 2020 22:25 UTC | WELLTOWER INC. WELL · Entity 2853 | Exercise / conversionCommon Stock | 577 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-010697 · doc4.xml · nonDerivative · entry 1 McHugh Timothy · CIK 0001786887 · SVP - Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,620 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| January 15, 2020 Filed Jan 17, 2020 21:55 UTC | WELLTOWER INC. WELL · Entity 2853 | Tax withholdingCommon Stock | 1,939 | $84.95 | $164,718.05 |
DisclosureSEC source: 0001209191-20-004053 · doc4.xml · nonDerivative · entry 1 McHugh Timothy · CIK 0001786887 · SVP - Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,043 F1 · shares: Shares withheld upon vesting of restricted stock to satisfy tax withholding obligations. Read SEC document |
| January 04, 2020 Filed Jan 8, 2020 21:44 UTC | WELLTOWER INC. WELL · Entity 2853 | Tax withholdingCommon Stock | 159 | $81.55 | $12,966.45 |
DisclosureSEC source: 0001209191-20-002544 · doc4.xml · nonDerivative · entry 1 McHugh Timothy · CIK 0001786887 · SVP - Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,982 F1 · shares: Shares withheld upon vesting to satisfy tax withholding obligation. Read SEC document |
| December 31, 2019 Filed Jan 3, 2020 21:56 UTC | WELLTOWER INC. WELL · Entity 2853 | Exercise / conversionDeferred Stock Units · Derivative | 693 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-001139 · doc4.xml · derivative · entry 4 McHugh Timothy · CIK 0001786887 · SVP - Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common · 693 shares Expires 2019-12-31 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 1, 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 two installments with 695 units having vested on February 7, 2019 and 693 units having vested on December 31, 2019. F3 · derivative.exercise_date: These deferred stock units were granted without cash consideration on August 1, 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 two installments with 695 units having vested on February 7, 2019 and 693 units having vested on December 31, 2019. F3 · derivative.expiration_date: These deferred stock units were granted without cash consideration on August 1, 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 two installments with 695 units having vested on February 7, 2019 and 693 units having vested on December 31, 2019. F4 · derivative.underlying_shares: The reported transaction was a vesting of 693 deferred stock units on December 31, 2019, resulting in the issuance of 693 shares of common stock. No amount was payable in connection with the vesting or the common stock issuance. F3 · balance_after: These deferred stock units were granted without cash consideration on August 1, 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 two installments with 695 units having vested on February 7, 2019 and 693 units having vested on December 31, 2019. Read SEC document |
| December 31, 2019 Filed Jan 3, 2020 21:56 UTC | WELLTOWER INC. WELL · Entity 2853 | Tax withholdingCommon Stock | 301 | $81.78 | $24,615.78 |
DisclosureSEC source: 0001209191-20-001139 · doc4.xml · nonDerivative · entry 2 McHugh Timothy · CIK 0001786887 · SVP - Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,141 F1 · shares: Shares withheld upon vesting to satisfy tax withholding obligation. Read SEC document |
| December 31, 2019 Filed Jan 3, 2020 21:56 UTC | WELLTOWER INC. WELL · Entity 2853 | Exercise / conversionCommon Stock | 693 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-001139 · doc4.xml · nonDerivative · entry 1 McHugh Timothy · CIK 0001786887 · SVP - Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,442 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| November 29, 2019 Filed Dec 9, 2019 21:45 UTC | WELLTOWER INC. WELL · Entity 2853 | GrantCommon Stock | 19 | $69.71 | $1,324.47 |
DisclosureSEC source: 0001209191-19-059682 · doc4.xml · nonDerivative · entry 1 McHugh Timothy · CIK 0001786887 · SVP - Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,749 F1 · kind: The reporting is voluntary reporting the acquisition of shares of the issuer's common stock pursuant to the Welltower Inc. Employee Stock Purchase Plan ("ESPP"). These transactions were both exempt under Rule 16b-3(c) and Rule 16b-3(d). F2 · price: In accordance with the ESPP these shares were purchased based on 85% of the closing stock price on June 3, 2019, the first trading day of the offering period. Read SEC document |
| September 04, 2019 Filed Sep 5, 2019 20:38 UTC | WELLTOWER INC. WELL · Entity 2853 | GrantCommon Stock | 5,002 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-19-048547 · doc4.xml · nonDerivative · entry 1 McHugh Timothy · CIK 0001786887 · SVP - Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,730 F1 · shares: These shares represent restricted stock units that were granted without cash consideration on September 4, 2019 under the Welltower Inc. 2016 Long-Term Incentive Plan and 2019-2021 Long-Term Incentive Program. Each restricted stock unit will be settled in common stock upon vesting in four equal installments on January 15, 2020, January 15, 2021, January 15, 2022 and January 15, 2023. 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.