Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| ESSEX PROPERTY TRUST, INC.ESS · Entity 3275 | Sr. EVP & COO | March 10, 2020 | March 12, 2020 |
| WELLTOWER INC.WELL · Entity 2853 | Vice Chairman and COO | February 13, 2026 | February 18, 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.
ESSEX PROPERTY TRUST, INC.
Report date March 10, 2020 · Filed March 12, 2020
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Series Z-1 Incentive UnitsSEC Table II · derivative / convertible security | Direct | 0 |
Reported balance
After 2020-03-10 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2020-03-10 · Conversion · Disposed 7,000 · Balance 0 F1: These Series Z-1 incentive units converted into Essex Portfolio, L.P. ("EPLP") operating partnership units upon the Series Z-1 units, which were granted in December 2011, reaching a 100% conversion ratchet percentage. EPLP operating partnership units are exchangeable by the reporting person at any time following the conversion for an equal number of shares of the issuer's common stock. EPLP operating partnership units have no expiration date. F2: The Series Z-1 incentive units were purchased by the reporting person for $1 per each incentive unit and had no expiration date. |
| Operating Partnership UnitsSEC Table II · derivative / convertible security | Direct | 26,912 |
Reported balance
After 2020-03-10 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2020-03-10 · Conversion · Acquired 7,000 · Balance 26,912 F1: These Series Z-1 incentive units converted into Essex Portfolio, L.P. ("EPLP") operating partnership units upon the Series Z-1 units, which were granted in December 2011, reaching a 100% conversion ratchet percentage. EPLP operating partnership units are exchangeable by the reporting person at any time following the conversion for an equal number of shares of the issuer's common stock. EPLP operating partnership units have no expiration date. |
Filing footnotes · ownership attribution and instrument terms
F1: These Series Z-1 incentive units converted into Essex Portfolio, L.P. ("EPLP") operating partnership units upon the Series Z-1 units, which were granted in December 2011, reaching a 100% conversion ratchet percentage. EPLP operating partnership units are exchangeable by the reporting person at any time following the conversion for an equal number of shares of the issuer's common stock. EPLP operating partnership units have no expiration date.
F2: The Series Z-1 incentive units were purchased by the reporting person for $1 per each incentive unit and had no expiration date.
WELLTOWER INC.
Report date February 13, 2026 · Filed February 18, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| LTIP UnitsSEC Table II · derivative / convertible security | Direct | 64,514 |
Reported balance
After 2026-02-13 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2026-02-13 · Grant · Acquired 64,514 · Balance 64,514 F1: This award of membership interests in Welltower OP LLC ("Welltower OP"), a subsidiary of Welltower Inc. (the "Issuer"), designated as LTIP Units ("LTIP Units"), was originally granted without cash consideration to the reporting person on February 23, 2023. LTIP Units are intended to qualify as profits interests for US federal income tax purposes and, once both (1) vested and (2) possessing a per unit capital account balance equal to a Class A Common Unit of Welltower OP (an "OP Unit"), are convertible into OP Units, which OP Units may be exchanged by the reporting person for shares of common stock, par value $1.00 per share ("Common Shares") of the Issuer or the equivalent cash value of Common Shares, as determined by the Issuer. F2: The reported transaction was a vesting of 64,514 LTIP Units on February 13, 2026, which were automatically converted into the same number of OP Units. No amount was payable in connection with the vesting of the LTIP Units or the Other Stock Units or the conversion of the LTIP Units into OP Units. |
| LTIP UnitsSEC Table II · derivative / convertible security | Direct | 131,332 |
Reported balance
After 2026-02-13 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2026-02-13 · Grant · Acquired 131,332 · Balance 131,332 F3: These LTIP Units were originally granted without cash consideration to the reporting person on January 17, 2022 in the form of performance-based restricted stock units ("PSUs") of the Issuer. On January 3, 2023, at the election of the reporting person, the PSUs were converted into LTIP Units. F4: The reported transaction was a vesting of 131,332 LTIP Units on February 13, 2026, which were automatically converted into the same number of OP Units. No amount was payable in connection with the vesting of the LTIP Units or the Other Stock Units or the conversion of the LTIP Units into OP Units. |
| Other Stock UnitsSEC Table II · derivative / convertible security | Direct | 195,846 |
Reported balance
After 2026-02-13 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2026-02-13 · Grant · Acquired 195,846 · Balance 195,846 F5: Solely in order to reserve Common Shares to satisfy any exchange in respect of OP Units as contemplated herein that might occur in the future, the reporting person also received awards of Other Stock Units under the Welltower Inc. 2022 Long-Term Incentive Plan (the "2022 Plan") that were deemed vested upon the vesting of the LTIP Units described above. The awards of Other Stock Units provide the reporting person with the ability to acquire Common Shares under the 2022 Plan only through the exchange of OP Units for those shares and in no other manner. Upon the exchange of OP Units for Common Shares, the reporting person will relinquish all rights to the exchanged OP Units. Any Other Stock Units that may be remaining after all OP Units have been exchanged will be immediately canceled for no consideration. |
Filing footnotes · ownership attribution and instrument terms
F1: This award of membership interests in Welltower OP LLC ("Welltower OP"), a subsidiary of Welltower Inc. (the "Issuer"), designated as LTIP Units ("LTIP Units"), was originally granted without cash consideration to the reporting person on February 23, 2023. LTIP Units are intended to qualify as profits interests for US federal income tax purposes and, once both (1) vested and (2) possessing a per unit capital account balance equal to a Class A Common Unit of Welltower OP (an "OP Unit"), are convertible into OP Units, which OP Units may be exchanged by the reporting person for shares of common stock, par value $1.00 per share ("Common Shares") of the Issuer or the equivalent cash value of Common Shares, as determined by the Issuer.
F2: The reported transaction was a vesting of 64,514 LTIP Units on February 13, 2026, which were automatically converted into the same number of OP Units. No amount was payable in connection with the vesting of the LTIP Units or the Other Stock Units or the conversion of the LTIP Units into OP Units.
F3: These LTIP Units were originally granted without cash consideration to the reporting person on January 17, 2022 in the form of performance-based restricted stock units ("PSUs") of the Issuer. On January 3, 2023, at the election of the reporting person, the PSUs were converted into LTIP Units.
F4: The reported transaction was a vesting of 131,332 LTIP Units on February 13, 2026, which were automatically converted into the same number of OP Units. No amount was payable in connection with the vesting of the LTIP Units or the Other Stock Units or the conversion of the LTIP Units into OP Units.
F5: Solely in order to reserve Common Shares to satisfy any exchange in respect of OP Units as contemplated herein that might occur in the future, the reporting person also received awards of Other Stock Units under the Welltower Inc. 2022 Long-Term Incentive Plan (the "2022 Plan") that were deemed vested upon the vesting of the LTIP Units described above. The awards of Other Stock Units provide the reporting person with the ability to acquire Common Shares under the 2022 Plan only through the exchange of OP Units for those shares and in no other manner. Upon the exchange of OP Units for Common Shares, the reporting person will relinquish all rights to the exchanged OP Units. Any Other Stock Units that may be remaining after all OP Units have been exchanged will be immediately canceled for no consideration.
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 13, 2026 Filed Feb 18, 2026 21:45 UTC | WELLTOWER INC. WELL · Entity 2853 | GrantOther Stock Units · Derivative | 195,846 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001193125-26-057258 · ownership.xml · derivative · entry 3 Burkart John F. · CIK 0001492460 · Vice Chairman and COO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 195,846 Underlying: Common · 195,846 shares Expires not disclosed F5 · derivative.exercise_price: Solely in order to reserve Common Shares to satisfy any exchange in respect of OP Units as contemplated herein that might occur in the future, the reporting person also received awards of Other Stock Units under the Welltower Inc. 2022 Long-Term Incentive Plan (the "2022 Plan") that were deemed vested upon the vesting of the LTIP Units described above. The awards of Other Stock Units provide the reporting person with the ability to acquire Common Shares under the 2022 Plan only through the exchange of OP Units for those shares and in no other manner. Upon the exchange of OP Units for Common Shares, the reporting person will relinquish all rights to the exchanged OP Units. Any Other Stock Units that may be remaining after all OP Units have been exchanged will be immediately canceled for no consideration. F5 · price: Solely in order to reserve Common Shares to satisfy any exchange in respect of OP Units as contemplated herein that might occur in the future, the reporting person also received awards of Other Stock Units under the Welltower Inc. 2022 Long-Term Incentive Plan (the "2022 Plan") that were deemed vested upon the vesting of the LTIP Units described above. The awards of Other Stock Units provide the reporting person with the ability to acquire Common Shares under the 2022 Plan only through the exchange of OP Units for those shares and in no other manner. Upon the exchange of OP Units for Common Shares, the reporting person will relinquish all rights to the exchanged OP Units. Any Other Stock Units that may be remaining after all OP Units have been exchanged will be immediately canceled for no consideration. F5 · derivative.exercise_date: Solely in order to reserve Common Shares to satisfy any exchange in respect of OP Units as contemplated herein that might occur in the future, the reporting person also received awards of Other Stock Units under the Welltower Inc. 2022 Long-Term Incentive Plan (the "2022 Plan") that were deemed vested upon the vesting of the LTIP Units described above. The awards of Other Stock Units provide the reporting person with the ability to acquire Common Shares under the 2022 Plan only through the exchange of OP Units for those shares and in no other manner. Upon the exchange of OP Units for Common Shares, the reporting person will relinquish all rights to the exchanged OP Units. Any Other Stock Units that may be remaining after all OP Units have been exchanged will be immediately canceled for no consideration. F5 · derivative.expiration_date: Solely in order to reserve Common Shares to satisfy any exchange in respect of OP Units as contemplated herein that might occur in the future, the reporting person also received awards of Other Stock Units under the Welltower Inc. 2022 Long-Term Incentive Plan (the "2022 Plan") that were deemed vested upon the vesting of the LTIP Units described above. The awards of Other Stock Units provide the reporting person with the ability to acquire Common Shares under the 2022 Plan only through the exchange of OP Units for those shares and in no other manner. Upon the exchange of OP Units for Common Shares, the reporting person will relinquish all rights to the exchanged OP Units. Any Other Stock Units that may be remaining after all OP Units have been exchanged will be immediately canceled for no consideration. F5 · derivative.underlying_shares: Solely in order to reserve Common Shares to satisfy any exchange in respect of OP Units as contemplated herein that might occur in the future, the reporting person also received awards of Other Stock Units under the Welltower Inc. 2022 Long-Term Incentive Plan (the "2022 Plan") that were deemed vested upon the vesting of the LTIP Units described above. The awards of Other Stock Units provide the reporting person with the ability to acquire Common Shares under the 2022 Plan only through the exchange of OP Units for those shares and in no other manner. Upon the exchange of OP Units for Common Shares, the reporting person will relinquish all rights to the exchanged OP Units. Any Other Stock Units that may be remaining after all OP Units have been exchanged will be immediately canceled for no consideration. Read SEC document |
| February 13, 2026 Filed Feb 18, 2026 21:45 UTC | WELLTOWER INC. WELL · Entity 2853 | GrantLTIP Units · Derivative | 131,332 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001193125-26-057258 · ownership.xml · derivative · entry 2 Burkart John F. · CIK 0001492460 · Vice Chairman and COO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 131,332 Underlying: Common · 131,332 shares Expires not disclosed F3 · derivative.exercise_price: These LTIP Units were originally granted without cash consideration to the reporting person on January 17, 2022 in the form of performance-based restricted stock units ("PSUs") of the Issuer. On January 3, 2023, at the election of the reporting person, the PSUs were converted into LTIP Units. F4 · price: The reported transaction was a vesting of 131,332 LTIP Units on February 13, 2026, which were automatically converted into the same number of OP Units. No amount was payable in connection with the vesting of the LTIP Units or the Other Stock Units or the conversion of the LTIP Units into OP Units. F3 · derivative.exercise_date: These LTIP Units were originally granted without cash consideration to the reporting person on January 17, 2022 in the form of performance-based restricted stock units ("PSUs") of the Issuer. On January 3, 2023, at the election of the reporting person, the PSUs were converted into LTIP Units. F3 · derivative.expiration_date: These LTIP Units were originally granted without cash consideration to the reporting person on January 17, 2022 in the form of performance-based restricted stock units ("PSUs") of the Issuer. On January 3, 2023, at the election of the reporting person, the PSUs were converted into LTIP Units. F4 · derivative.underlying_shares: The reported transaction was a vesting of 131,332 LTIP Units on February 13, 2026, which were automatically converted into the same number of OP Units. No amount was payable in connection with the vesting of the LTIP Units or the Other Stock Units or the conversion of the LTIP Units into OP Units. Read SEC document |
| February 13, 2026 Filed Feb 18, 2026 21:45 UTC | WELLTOWER INC. WELL · Entity 2853 | GrantLTIP Units · Derivative | 64,514 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001193125-26-057258 · ownership.xml · derivative · entry 1 Burkart John F. · CIK 0001492460 · Vice Chairman and COO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 64,514 Underlying: Common · 64,514 shares Expires not disclosed F1 · derivative.exercise_price: This award of membership interests in Welltower OP LLC ("Welltower OP"), a subsidiary of Welltower Inc. (the "Issuer"), designated as LTIP Units ("LTIP Units"), was originally granted without cash consideration to the reporting person on February 23, 2023. LTIP Units are intended to qualify as profits interests for US federal income tax purposes and, once both (1) vested and (2) possessing a per unit capital account balance equal to a Class A Common Unit of Welltower OP (an "OP Unit"), are convertible into OP Units, which OP Units may be exchanged by the reporting person for shares of common stock, par value $1.00 per share ("Common Shares") of the Issuer or the equivalent cash value of Common Shares, as determined by the Issuer. F2 · price: The reported transaction was a vesting of 64,514 LTIP Units on February 13, 2026, which were automatically converted into the same number of OP Units. No amount was payable in connection with the vesting of the LTIP Units or the Other Stock Units or the conversion of the LTIP Units into OP Units. F1 · derivative.exercise_date: This award of membership interests in Welltower OP LLC ("Welltower OP"), a subsidiary of Welltower Inc. (the "Issuer"), designated as LTIP Units ("LTIP Units"), was originally granted without cash consideration to the reporting person on February 23, 2023. LTIP Units are intended to qualify as profits interests for US federal income tax purposes and, once both (1) vested and (2) possessing a per unit capital account balance equal to a Class A Common Unit of Welltower OP (an "OP Unit"), are convertible into OP Units, which OP Units may be exchanged by the reporting person for shares of common stock, par value $1.00 per share ("Common Shares") of the Issuer or the equivalent cash value of Common Shares, as determined by the Issuer. F1 · derivative.expiration_date: This award of membership interests in Welltower OP LLC ("Welltower OP"), a subsidiary of Welltower Inc. (the "Issuer"), designated as LTIP Units ("LTIP Units"), was originally granted without cash consideration to the reporting person on February 23, 2023. LTIP Units are intended to qualify as profits interests for US federal income tax purposes and, once both (1) vested and (2) possessing a per unit capital account balance equal to a Class A Common Unit of Welltower OP (an "OP Unit"), are convertible into OP Units, which OP Units may be exchanged by the reporting person for shares of common stock, par value $1.00 per share ("Common Shares") of the Issuer or the equivalent cash value of Common Shares, as determined by the Issuer. F2 · derivative.underlying_shares: The reported transaction was a vesting of 64,514 LTIP Units on February 13, 2026, which were automatically converted into the same number of OP Units. No amount was payable in connection with the vesting of the LTIP Units or the Other Stock Units or the conversion of the LTIP Units into OP Units. Read SEC document |
| November 28, 2025 Filed Dec 2, 2025 22:02 UTC | WELLTOWER INC. WELL · Entity 2853 | GrantCommon Stock | 39 | $131.94 | $5,145.66 |
DisclosureSEC source: 0001193125-25-305421 · ownership.xml · nonDerivative · entry 1 Burkart John F. · CIK 0001492460 · Vice Chairman and COO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,644 F1 · kind: The reporting person is voluntarily reporting the acquisition of common shares, par value $1.00 per share ("Common Shares"), of Welltower Inc. (the "Issuer") pursuant to the Welltower Inc. Employee Stock Purchase Plan ("ESPP"). This transaction was exempt under both Rule 16b-3(c) and Rule 16b-3(d). F2 · price: In accordance with the ESPP these Common Shares were purchased based on 85% of the closing stock price on June 2, 2025, the first trading day of the offering period. Read SEC document |
| October 30, 2025 Filed Oct 31, 2025 20:11 UTC | WELLTOWER INC. WELL · Entity 2853 | GrantOther Stock Units · Derivative | 285,649 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001193125-25-260797 · ownership.xml · derivative · entry 3 Burkart John F. · CIK 0001492460 · Vice Chairman and COO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 285,649 Underlying: Common · 285,649 shares Expires not disclosed F4 · derivative.exercise_price: Solely in order to reserve Common Shares to satisfy any redemption in respect of OP Units as contemplated herein that might occur in the future, the reporting person also received an award of Other Stock Units under the Welltower Inc. 2022 Amended and Restated Long-Term Incentive Plan (the "2022 Plan"). The award of Other Stock Units provides the reporting person with the ability to acquire Common Shares under the 2022 Plan only through the redemption of OP Units for those Common Shares and in no other manner. Upon the redemption of OP Units for Common Shares, the reporting person will relinquish all rights to the redeemed OP Units. Any Other Stock Units that may be remaining after all OP Units have been redeemed will be immediately canceled for no consideration. F4 · price: Solely in order to reserve Common Shares to satisfy any redemption in respect of OP Units as contemplated herein that might occur in the future, the reporting person also received an award of Other Stock Units under the Welltower Inc. 2022 Amended and Restated Long-Term Incentive Plan (the "2022 Plan"). The award of Other Stock Units provides the reporting person with the ability to acquire Common Shares under the 2022 Plan only through the redemption of OP Units for those Common Shares and in no other manner. Upon the redemption of OP Units for Common Shares, the reporting person will relinquish all rights to the redeemed OP Units. Any Other Stock Units that may be remaining after all OP Units have been redeemed will be immediately canceled for no consideration. F4 · derivative.exercise_date: Solely in order to reserve Common Shares to satisfy any redemption in respect of OP Units as contemplated herein that might occur in the future, the reporting person also received an award of Other Stock Units under the Welltower Inc. 2022 Amended and Restated Long-Term Incentive Plan (the "2022 Plan"). The award of Other Stock Units provides the reporting person with the ability to acquire Common Shares under the 2022 Plan only through the redemption of OP Units for those Common Shares and in no other manner. Upon the redemption of OP Units for Common Shares, the reporting person will relinquish all rights to the redeemed OP Units. Any Other Stock Units that may be remaining after all OP Units have been redeemed will be immediately canceled for no consideration. F4 · derivative.expiration_date: Solely in order to reserve Common Shares to satisfy any redemption in respect of OP Units as contemplated herein that might occur in the future, the reporting person also received an award of Other Stock Units under the Welltower Inc. 2022 Amended and Restated Long-Term Incentive Plan (the "2022 Plan"). The award of Other Stock Units provides the reporting person with the ability to acquire Common Shares under the 2022 Plan only through the redemption of OP Units for those Common Shares and in no other manner. Upon the redemption of OP Units for Common Shares, the reporting person will relinquish all rights to the redeemed OP Units. Any Other Stock Units that may be remaining after all OP Units have been redeemed will be immediately canceled for no consideration. Read SEC document |
| October 30, 2025 Filed Oct 31, 2025 20:11 UTC | WELLTOWER INC. WELL · Entity 2853 | GrantLTIP Units · Derivative | 285,649 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001193125-25-260797 · ownership.xml · derivative · entry 2 Burkart John F. · CIK 0001492460 · Vice Chairman and COO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 285,649 Underlying: Common · 285,649 shares Expires not disclosed F3 · derivative.exercise_price: Represents an award, granted without cash consideration, of membership interests in Welltower OP LLC ("Welltower OP"), a subsidiary of the Issuer, designated as LTIP Units ("LTIP Units"), which LTIP Units are intended to qualify as profits interests for US federal income tax purposes. The LTIP Units are convertible, conditioned upon the satisfaction of minimum allocations to the capital accounts of the LTIP Units for federal income tax purposes, into Class A Common Units in Welltower OP ("OP Units"). Subject to the terms and conditions of the award agreement governing the LTIP Units, the resulting OP Units may be redeemed by the reporting person for Common Shares in equal quarterly installments commencing on January 1, 2030 and ending on December 31, 2035. F3 · price: Represents an award, granted without cash consideration, of membership interests in Welltower OP LLC ("Welltower OP"), a subsidiary of the Issuer, designated as LTIP Units ("LTIP Units"), which LTIP Units are intended to qualify as profits interests for US federal income tax purposes. The LTIP Units are convertible, conditioned upon the satisfaction of minimum allocations to the capital accounts of the LTIP Units for federal income tax purposes, into Class A Common Units in Welltower OP ("OP Units"). Subject to the terms and conditions of the award agreement governing the LTIP Units, the resulting OP Units may be redeemed by the reporting person for Common Shares in equal quarterly installments commencing on January 1, 2030 and ending on December 31, 2035. F3 · derivative.exercise_date: Represents an award, granted without cash consideration, of membership interests in Welltower OP LLC ("Welltower OP"), a subsidiary of the Issuer, designated as LTIP Units ("LTIP Units"), which LTIP Units are intended to qualify as profits interests for US federal income tax purposes. The LTIP Units are convertible, conditioned upon the satisfaction of minimum allocations to the capital accounts of the LTIP Units for federal income tax purposes, into Class A Common Units in Welltower OP ("OP Units"). Subject to the terms and conditions of the award agreement governing the LTIP Units, the resulting OP Units may be redeemed by the reporting person for Common Shares in equal quarterly installments commencing on January 1, 2030 and ending on December 31, 2035. F3 · derivative.expiration_date: Represents an award, granted without cash consideration, of membership interests in Welltower OP LLC ("Welltower OP"), a subsidiary of the Issuer, designated as LTIP Units ("LTIP Units"), which LTIP Units are intended to qualify as profits interests for US federal income tax purposes. The LTIP Units are convertible, conditioned upon the satisfaction of minimum allocations to the capital accounts of the LTIP Units for federal income tax purposes, into Class A Common Units in Welltower OP ("OP Units"). Subject to the terms and conditions of the award agreement governing the LTIP Units, the resulting OP Units may be redeemed by the reporting person for Common Shares in equal quarterly installments commencing on January 1, 2030 and ending on December 31, 2035. Read SEC document |
| June 06, 2025 Filed Jun 10, 2025 20:38 UTC | WELLTOWER INC. WELL · Entity 2853 | SaleWelltower OP Class A Common Units · Derivative | 8,853.6201 | Not disclosed Strike: $152.48 | Not disclosed |
DisclosureSEC source: 0000950170-25-084389 · ownership.xml · derivative · entry 1 Burkart John F. · CIK 0001492460 · Vice Chairman and COO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,318.3799 Underlying: Common · 10,172 shares Expires not disclosed F1 · price: On June 6, 2025 the reporting person redeemed Class A Common Units in Welltower OP LLC ("Welltower OP") for property of equal value from Welltower OP, consistent with the terms of the Limited Liability Company Agreement of Welltower OP, dated as of May 24, 2022, as amended. Concurrently with the redemption, an equal number of Other Stock Units issued under the Welltower Inc. 2022 Long-Term Incentive Plan at the time of the issuance of the LTIP Units that converted into these Class A Common Units were immediately canceled for no consideration in accordance with their terms. F1 · derivative.exercise_date: On June 6, 2025 the reporting person redeemed Class A Common Units in Welltower OP LLC ("Welltower OP") for property of equal value from Welltower OP, consistent with the terms of the Limited Liability Company Agreement of Welltower OP, dated as of May 24, 2022, as amended. Concurrently with the redemption, an equal number of Other Stock Units issued under the Welltower Inc. 2022 Long-Term Incentive Plan at the time of the issuance of the LTIP Units that converted into these Class A Common Units were immediately canceled for no consideration in accordance with their terms. F1 · derivative.expiration_date: On June 6, 2025 the reporting person redeemed Class A Common Units in Welltower OP LLC ("Welltower OP") for property of equal value from Welltower OP, consistent with the terms of the Limited Liability Company Agreement of Welltower OP, dated as of May 24, 2022, as amended. Concurrently with the redemption, an equal number of Other Stock Units issued under the Welltower Inc. 2022 Long-Term Incentive Plan at the time of the issuance of the LTIP Units that converted into these Class A Common Units were immediately canceled for no consideration in accordance with their terms. Read SEC document |
| May 30, 2025 Filed Oct 31, 2025 20:11 UTC | WELLTOWER INC. WELL · Entity 2853 | GrantCommon Stock | 141 | $113.93 | $16,064.13 |
DisclosureSEC source: 0001193125-25-260797 · ownership.xml · nonDerivative · entry 1 Burkart John F. · CIK 0001492460 · Vice Chairman and COO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,605 F1 · kind: The reporting person is voluntarily reporting the acquisition of common shares, par value $1.00 per share ("Common Shares"), of Welltower Inc. (the "Issuer") pursuant to the Welltower Inc. Employee Stock Purchase Plan ("ESPP"). This transaction was exempt under both Rule 16b-3(c) and Rule 16b-3(d). F2 · price: In accordance with the ESPP these Common Shares were purchased based on 85% of the closing stock price on December 2, 2024, the first trading day of the offering period. Read SEC document |
| February 18, 2025 Filed Feb 24, 2025 21:33 UTC | WELLTOWER INC. WELL · Entity 2853 | GrantOther Stock Units · Derivative | 69,342 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000950170-25-025683 · ownership.xml · derivative · entry 2 Burkart John F. · CIK 0001492460 · Vice Chairman and COO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 69,342 Underlying: Common · 69,342 shares Expires not disclosed F3 · derivative.exercise_price: Solely in order to reserve Common Shares to satisfy any exchange in respect of OP Units as contemplated herein that might occur in the future, the reporting person also received an award of Other Stock Units under the Welltower Inc. 2022 Long-Term Incentive Plan (the "2022 Plan") that were deemed vested upon the vesting of the LTIP Units described above. The award of Other Stock Units provides the reporting person with the ability to acquire Common Shares under the 2022 Plan only through the exchange of OP Units for those shares and in no other manner. Upon the exchange of OP Units for Common Shares, the reporting person will relinquish all rights to the exchanged OP Units. Any Other Stock Units that may be remaining after all OP Units have been exchanged will be immediately canceled for no consideration. F3 · price: Solely in order to reserve Common Shares to satisfy any exchange in respect of OP Units as contemplated herein that might occur in the future, the reporting person also received an award of Other Stock Units under the Welltower Inc. 2022 Long-Term Incentive Plan (the "2022 Plan") that were deemed vested upon the vesting of the LTIP Units described above. The award of Other Stock Units provides the reporting person with the ability to acquire Common Shares under the 2022 Plan only through the exchange of OP Units for those shares and in no other manner. Upon the exchange of OP Units for Common Shares, the reporting person will relinquish all rights to the exchanged OP Units. Any Other Stock Units that may be remaining after all OP Units have been exchanged will be immediately canceled for no consideration. F3 · derivative.exercise_date: Solely in order to reserve Common Shares to satisfy any exchange in respect of OP Units as contemplated herein that might occur in the future, the reporting person also received an award of Other Stock Units under the Welltower Inc. 2022 Long-Term Incentive Plan (the "2022 Plan") that were deemed vested upon the vesting of the LTIP Units described above. The award of Other Stock Units provides the reporting person with the ability to acquire Common Shares under the 2022 Plan only through the exchange of OP Units for those shares and in no other manner. Upon the exchange of OP Units for Common Shares, the reporting person will relinquish all rights to the exchanged OP Units. Any Other Stock Units that may be remaining after all OP Units have been exchanged will be immediately canceled for no consideration. F3 · derivative.expiration_date: Solely in order to reserve Common Shares to satisfy any exchange in respect of OP Units as contemplated herein that might occur in the future, the reporting person also received an award of Other Stock Units under the Welltower Inc. 2022 Long-Term Incentive Plan (the "2022 Plan") that were deemed vested upon the vesting of the LTIP Units described above. The award of Other Stock Units provides the reporting person with the ability to acquire Common Shares under the 2022 Plan only through the exchange of OP Units for those shares and in no other manner. Upon the exchange of OP Units for Common Shares, the reporting person will relinquish all rights to the exchanged OP Units. Any Other Stock Units that may be remaining after all OP Units have been exchanged will be immediately canceled for no consideration. Read SEC document |
| February 18, 2025 Filed Feb 24, 2025 21:33 UTC | WELLTOWER INC. WELL · Entity 2853 | GrantLTIP Units · Derivative | 69,342 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000950170-25-025683 · ownership.xml · derivative · entry 1 Burkart John F. · CIK 0001492460 · Vice Chairman and COO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 69,342 Underlying: Common · 69,342 shares Expires not disclosed F1 · derivative.exercise_price: These membership interests in Welltower OP LLC ("Welltower OP") designated as LTIP Units ("LTIP Units") were originally granted without cash consideration to the reporting person on Jarnaury 12, 2022 in the form of performance-based restricted stock units ("PSUs") of Welltower Inc. (the "Issuer"). On January 3, 2023, at the election of the reporting person, the PSUs were converted into LTIP Units. LTIP Units are intended to qualify as profits interests for US federal income tax purposes and, once both (1) vested and (2) possessing a per unit capital account balance equal to a Class A Common Unit of Welltower OP ("OP Unit"), are convertible into OP Units, which OP Units may be exchanged by the reporting person for shares of common stock, par value $1.00 per share ("Common Shares") of the Issuer or the equivalent cash value of Common Shares, as determined by the Issuer. F2 · price: The reported transaction was a vesting of 69,342 LTIP Units on February 18, 2025, which were automatically converted into the same number of OP Units. No amount was payable in connection with the vesting of the LTIP Units or the conversion of the LTIP Units into OP Units. F1 · derivative.exercise_date: These membership interests in Welltower OP LLC ("Welltower OP") designated as LTIP Units ("LTIP Units") were originally granted without cash consideration to the reporting person on Jarnaury 12, 2022 in the form of performance-based restricted stock units ("PSUs") of Welltower Inc. (the "Issuer"). On January 3, 2023, at the election of the reporting person, the PSUs were converted into LTIP Units. LTIP Units are intended to qualify as profits interests for US federal income tax purposes and, once both (1) vested and (2) possessing a per unit capital account balance equal to a Class A Common Unit of Welltower OP ("OP Unit"), are convertible into OP Units, which OP Units may be exchanged by the reporting person for shares of common stock, par value $1.00 per share ("Common Shares") of the Issuer or the equivalent cash value of Common Shares, as determined by the Issuer. F1 · derivative.expiration_date: These membership interests in Welltower OP LLC ("Welltower OP") designated as LTIP Units ("LTIP Units") were originally granted without cash consideration to the reporting person on Jarnaury 12, 2022 in the form of performance-based restricted stock units ("PSUs") of Welltower Inc. (the "Issuer"). On January 3, 2023, at the election of the reporting person, the PSUs were converted into LTIP Units. LTIP Units are intended to qualify as profits interests for US federal income tax purposes and, once both (1) vested and (2) possessing a per unit capital account balance equal to a Class A Common Unit of Welltower OP ("OP Unit"), are convertible into OP Units, which OP Units may be exchanged by the reporting person for shares of common stock, par value $1.00 per share ("Common Shares") of the Issuer or the equivalent cash value of Common Shares, as determined by the Issuer. F2 · derivative.underlying_shares: The reported transaction was a vesting of 69,342 LTIP Units on February 18, 2025, which were automatically converted into the same number of OP Units. No amount was payable in connection with the vesting of the LTIP Units or the conversion of the LTIP Units into OP Units. Read SEC document |
| November 29, 2024 Filed Dec 10, 2024 21:56 UTC | WELLTOWER INC. WELL · Entity 2853 | GrantCommon Stock | 119 | $104.06 | $12,383.14 |
DisclosureSEC source: 0000950170-24-135027 · ownership.xml · nonDerivative · entry 2 Burkart John F. · CIK 0001492460 · EVP-Chief Operating Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,464 F1 · kind: The reporting person is voluntarily reporting the acquisition of shares pursuant to the Welltower Inc. Employee Stock Purchase Plan ("ESPP"). This transaction was exempt under both Rule 16b-3(c) and Rule 16b-3(d). F3 · price: In accordance with the ESPP these shares were purchased based on 85% of the closing stock price on June 1, 2024, the first trading day of the offering period. Read SEC document |
| May 31, 2024 Filed Dec 10, 2024 21:56 UTC | WELLTOWER INC. WELL · Entity 2853 | GrantCommon Stock | 140 | $89.46 | $12,524.40 |
DisclosureSEC source: 0000950170-24-135027 · ownership.xml · nonDerivative · entry 1 Burkart John F. · CIK 0001492460 · EVP-Chief Operating Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,345 F1 · kind: The reporting person is voluntarily reporting the acquisition of shares pursuant to the Welltower Inc. Employee Stock Purchase Plan ("ESPP"). This transaction was exempt under both Rule 16b-3(c) and Rule 16b-3(d). F2 · price: In accordance with the ESPP these shares were purchased based on 85% of the closing stock price on December 1, 2023, the first trading day of the offering period. Read SEC document |
| February 13, 2024 Filed Feb 15, 2024 22:12 UTC | WELLTOWER INC. WELL · Entity 2853 | GrantOther Stock Units · Derivative | 10,172 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000950170-24-016000 · ownership.xml · derivative · entry 2 Burkart John F. · CIK 0001492460 · EVP-Chief Operating Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 10,172 Underlying: Common · 10,172 shares Expires not disclosed F3 · derivative.exercise_price: Solely in order to reserve Common Shares to satisfy any exchange in respect of OP Units as contemplated herein that might occur in the future, the reporting person also received an award of Other Stock Units under the Welltower Inc. 2022 Long-Term Incentive Plan (the "2022 Plan"). The award of Other Stock Units provides the reporting person with the ability to acquire Common Shares under the 2022 Plan only through the exchange of OP Units for those shares and in no other manner. Upon the exchange of OP Units for Common Shares, the reporting person will relinquish all rights to the exchanged OP Units. Any Other Stock Units that may be remaining after all OP Units have been exchanged will be immediately canceled for no consideration. F3 · price: Solely in order to reserve Common Shares to satisfy any exchange in respect of OP Units as contemplated herein that might occur in the future, the reporting person also received an award of Other Stock Units under the Welltower Inc. 2022 Long-Term Incentive Plan (the "2022 Plan"). The award of Other Stock Units provides the reporting person with the ability to acquire Common Shares under the 2022 Plan only through the exchange of OP Units for those shares and in no other manner. Upon the exchange of OP Units for Common Shares, the reporting person will relinquish all rights to the exchanged OP Units. Any Other Stock Units that may be remaining after all OP Units have been exchanged will be immediately canceled for no consideration. F3 · derivative.exercise_date: Solely in order to reserve Common Shares to satisfy any exchange in respect of OP Units as contemplated herein that might occur in the future, the reporting person also received an award of Other Stock Units under the Welltower Inc. 2022 Long-Term Incentive Plan (the "2022 Plan"). The award of Other Stock Units provides the reporting person with the ability to acquire Common Shares under the 2022 Plan only through the exchange of OP Units for those shares and in no other manner. Upon the exchange of OP Units for Common Shares, the reporting person will relinquish all rights to the exchanged OP Units. Any Other Stock Units that may be remaining after all OP Units have been exchanged will be immediately canceled for no consideration. F3 · derivative.expiration_date: Solely in order to reserve Common Shares to satisfy any exchange in respect of OP Units as contemplated herein that might occur in the future, the reporting person also received an award of Other Stock Units under the Welltower Inc. 2022 Long-Term Incentive Plan (the "2022 Plan"). The award of Other Stock Units provides the reporting person with the ability to acquire Common Shares under the 2022 Plan only through the exchange of OP Units for those shares and in no other manner. Upon the exchange of OP Units for Common Shares, the reporting person will relinquish all rights to the exchanged OP Units. Any Other Stock Units that may be remaining after all OP Units have been exchanged will be immediately canceled for no consideration. Read SEC document |
| February 13, 2024 Filed Feb 15, 2024 22:12 UTC | WELLTOWER INC. WELL · Entity 2853 | GrantLTIP Units · Derivative | 10,172 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000950170-24-016000 · ownership.xml · derivative · entry 1 Burkart John F. · CIK 0001492460 · EVP-Chief Operating Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 10,172 Underlying: Common · 10,172 shares Expires not disclosed F1 · derivative.exercise_price: These membership interests in Welltower OP LLC ("Welltower OP") designated as LTIP Units ("LTIP Units") were originally granted without cash consideration to the reporting person on July 19, 2021 in the form of performance-based restricted stock units ("PSUs") of Welltower Inc. (the "Issuer"). On January 3, 2023, at the election of the reporting person, the PSUs were converted into LTIP Units. LTIP Units are intended to qualify as profits interests for US federal income tax purposes and, once both (1) vested and (2) possessing a per unit capital account balance equal to a Class A Common Unit of Welltower OP ("OP Unit"), are convertible into OP Units, which OP Units may be exchanged by the reporting person for shares of common stock, par value $1.00 per share ("Common Shares") of the Issuer or the equivalent cash value of Common Shares, as determined by the Issuer. F2 · price: The reported transaction was (i) vesting of 10,172 LTIP Units on February 13, 2024, which were converted into the same number of OP Units since the per unit capital account balance of each LTIP Unit was already equal to that of an OP Unit and (ii) vesting of an equal amount of Other Stock Units previously granted in tandem with the LTIP Units intended solely to satisfy any future exchange in respect of OP Units into which the LTIP Units converted (as described further in footnote 4 hereto). No amount was payable in connection with the vesting of the LTIP Units or the Other Stock Units or the conversion of the LTIP Units into OP Units. F1 · derivative.exercise_date: These membership interests in Welltower OP LLC ("Welltower OP") designated as LTIP Units ("LTIP Units") were originally granted without cash consideration to the reporting person on July 19, 2021 in the form of performance-based restricted stock units ("PSUs") of Welltower Inc. (the "Issuer"). On January 3, 2023, at the election of the reporting person, the PSUs were converted into LTIP Units. LTIP Units are intended to qualify as profits interests for US federal income tax purposes and, once both (1) vested and (2) possessing a per unit capital account balance equal to a Class A Common Unit of Welltower OP ("OP Unit"), are convertible into OP Units, which OP Units may be exchanged by the reporting person for shares of common stock, par value $1.00 per share ("Common Shares") of the Issuer or the equivalent cash value of Common Shares, as determined by the Issuer. F1 · derivative.expiration_date: These membership interests in Welltower OP LLC ("Welltower OP") designated as LTIP Units ("LTIP Units") were originally granted without cash consideration to the reporting person on July 19, 2021 in the form of performance-based restricted stock units ("PSUs") of Welltower Inc. (the "Issuer"). On January 3, 2023, at the election of the reporting person, the PSUs were converted into LTIP Units. LTIP Units are intended to qualify as profits interests for US federal income tax purposes and, once both (1) vested and (2) possessing a per unit capital account balance equal to a Class A Common Unit of Welltower OP ("OP Unit"), are convertible into OP Units, which OP Units may be exchanged by the reporting person for shares of common stock, par value $1.00 per share ("Common Shares") of the Issuer or the equivalent cash value of Common Shares, as determined by the Issuer. F2 · derivative.underlying_shares: The reported transaction was (i) vesting of 10,172 LTIP Units on February 13, 2024, which were converted into the same number of OP Units since the per unit capital account balance of each LTIP Unit was already equal to that of an OP Unit and (ii) vesting of an equal amount of Other Stock Units previously granted in tandem with the LTIP Units intended solely to satisfy any future exchange in respect of OP Units into which the LTIP Units converted (as described further in footnote 4 hereto). No amount was payable in connection with the vesting of the LTIP Units or the Other Stock Units or the conversion of the LTIP Units into OP Units. Read SEC document |
| January 24, 2024 Filed Jan 25, 2024 21:47 UTC | WELLTOWER INC. WELL · Entity 2853 | GrantOther Stock Units · Derivative | 10,065 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000950170-24-007455 · ownership.xml · derivative · entry 2 Burkart John F. · CIK 0001492460 · EVP-Chief Operating Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 10,065 Underlying: Common · 10,065 shares Expires not disclosed F2 · derivative.exercise_price: Solely in order to reserve Common Shares to satisfy any exchange in respect of OP Units as contemplated herein that might occur in the future, the reporting person also received an award of Other Stock Units under the Welltower Inc. 2022 Long-Term Incentive Plan (the "2022 Plan"). The award of Other Stock Units provides the reporting person with the ability to acquire Common Shares under the 2022 Plan only through the exchange of OP Units for those shares and in no other manner. Upon the exchange of OP Units for Common Shares, the reporting person will relinquish all rights to the exchanged OP Units. Any Other Stock Units that may be remaining after all OP Units have been exchanged will be immediately canceled for no consideration. F2 · price: Solely in order to reserve Common Shares to satisfy any exchange in respect of OP Units as contemplated herein that might occur in the future, the reporting person also received an award of Other Stock Units under the Welltower Inc. 2022 Long-Term Incentive Plan (the "2022 Plan"). The award of Other Stock Units provides the reporting person with the ability to acquire Common Shares under the 2022 Plan only through the exchange of OP Units for those shares and in no other manner. Upon the exchange of OP Units for Common Shares, the reporting person will relinquish all rights to the exchanged OP Units. Any Other Stock Units that may be remaining after all OP Units have been exchanged will be immediately canceled for no consideration. F2 · derivative.exercise_date: Solely in order to reserve Common Shares to satisfy any exchange in respect of OP Units as contemplated herein that might occur in the future, the reporting person also received an award of Other Stock Units under the Welltower Inc. 2022 Long-Term Incentive Plan (the "2022 Plan"). The award of Other Stock Units provides the reporting person with the ability to acquire Common Shares under the 2022 Plan only through the exchange of OP Units for those shares and in no other manner. Upon the exchange of OP Units for Common Shares, the reporting person will relinquish all rights to the exchanged OP Units. Any Other Stock Units that may be remaining after all OP Units have been exchanged will be immediately canceled for no consideration. F2 · derivative.expiration_date: Solely in order to reserve Common Shares to satisfy any exchange in respect of OP Units as contemplated herein that might occur in the future, the reporting person also received an award of Other Stock Units under the Welltower Inc. 2022 Long-Term Incentive Plan (the "2022 Plan"). The award of Other Stock Units provides the reporting person with the ability to acquire Common Shares under the 2022 Plan only through the exchange of OP Units for those shares and in no other manner. Upon the exchange of OP Units for Common Shares, the reporting person will relinquish all rights to the exchanged OP Units. Any Other Stock Units that may be remaining after all OP Units have been exchanged will be immediately canceled for no consideration. Read SEC document |
| January 24, 2024 Filed Jan 25, 2024 21:47 UTC | WELLTOWER INC. WELL · Entity 2853 | GrantLTIP Units · Derivative | 10,065 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000950170-24-007455 · ownership.xml · derivative · entry 1 Burkart John F. · CIK 0001492460 · EVP-Chief Operating Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 10,065 Underlying: Common · 10,065 shares Expires not disclosed F1 · derivative.exercise_price: Represents an award, granted without cash consideration, of membership interests in Welltower OP LLC ("Welltower OP"), a subsidiary of Welltower Inc. (the "Issuer"), designated as LTIP Units ("LTIP Units"), which LTIP Units are intended to qualify as profits interests for US federal income tax purposes. The LTIP Units are scheduled to vest in four equal installments on Jan. 15, 2025, Jan. 15, 2026, Jan. 15, 2027 and Jan. 15, 2028, subject to the reporting person's continued employment on each applicable vesting date. The LTIP Units, if and as they become vested, are convertible, conditioned upon the satisfaction of minimum allocations to the capital accounts of the LTIP Units for federal income tax purposes, into Class A Common Units in Welltower OP ("OP Units"). The resulting OP Units may be exchanged by the reporting person for shares of common stock, par value $1.00 per share ("Common Shares") of the Issuer or the equivalent cash value of Common Shares, as determined by the Issuer. F1 · price: Represents an award, granted without cash consideration, of membership interests in Welltower OP LLC ("Welltower OP"), a subsidiary of Welltower Inc. (the "Issuer"), designated as LTIP Units ("LTIP Units"), which LTIP Units are intended to qualify as profits interests for US federal income tax purposes. The LTIP Units are scheduled to vest in four equal installments on Jan. 15, 2025, Jan. 15, 2026, Jan. 15, 2027 and Jan. 15, 2028, subject to the reporting person's continued employment on each applicable vesting date. The LTIP Units, if and as they become vested, are convertible, conditioned upon the satisfaction of minimum allocations to the capital accounts of the LTIP Units for federal income tax purposes, into Class A Common Units in Welltower OP ("OP Units"). The resulting OP Units may be exchanged by the reporting person for shares of common stock, par value $1.00 per share ("Common Shares") of the Issuer or the equivalent cash value of Common Shares, as determined by the Issuer. F1 · derivative.exercise_date: Represents an award, granted without cash consideration, of membership interests in Welltower OP LLC ("Welltower OP"), a subsidiary of Welltower Inc. (the "Issuer"), designated as LTIP Units ("LTIP Units"), which LTIP Units are intended to qualify as profits interests for US federal income tax purposes. The LTIP Units are scheduled to vest in four equal installments on Jan. 15, 2025, Jan. 15, 2026, Jan. 15, 2027 and Jan. 15, 2028, subject to the reporting person's continued employment on each applicable vesting date. The LTIP Units, if and as they become vested, are convertible, conditioned upon the satisfaction of minimum allocations to the capital accounts of the LTIP Units for federal income tax purposes, into Class A Common Units in Welltower OP ("OP Units"). The resulting OP Units may be exchanged by the reporting person for shares of common stock, par value $1.00 per share ("Common Shares") of the Issuer or the equivalent cash value of Common Shares, as determined by the Issuer. F1 · derivative.expiration_date: Represents an award, granted without cash consideration, of membership interests in Welltower OP LLC ("Welltower OP"), a subsidiary of Welltower Inc. (the "Issuer"), designated as LTIP Units ("LTIP Units"), which LTIP Units are intended to qualify as profits interests for US federal income tax purposes. The LTIP Units are scheduled to vest in four equal installments on Jan. 15, 2025, Jan. 15, 2026, Jan. 15, 2027 and Jan. 15, 2028, subject to the reporting person's continued employment on each applicable vesting date. The LTIP Units, if and as they become vested, are convertible, conditioned upon the satisfaction of minimum allocations to the capital accounts of the LTIP Units for federal income tax purposes, into Class A Common Units in Welltower OP ("OP Units"). The resulting OP Units may be exchanged by the reporting person for shares of common stock, par value $1.00 per share ("Common Shares") of the Issuer or the equivalent cash value of Common Shares, as determined by the Issuer. Read SEC document |
| November 30, 2023 Filed Dec 6, 2023 21:07 UTC | WELLTOWER INC. WELL · Entity 2853 | GrantCommon Stock | 217 | $63.42 | $13,761.92 |
DisclosureSEC source: 0001209191-23-057593 · doc4.xml · nonDerivative · entry 2 Burkart John F. · CIK 0001492460 · EVP-Chief Operating Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,205 F1 · kind: The reporting person is voluntarily reporting the acquisition of shares pursuant to the Welltower Inc. Employee Stock Purchase Plan ("ESPP"). This transaction was both exempt under Rule 16b-3(c) and Rule 16b-3(d). F3 · price: In accordance with the ESPP these shares were purchased based on 85% of the closing stock price on June 1, 2023, the first trading day of the offering period. Read SEC document |
| May 31, 2023 Filed Dec 6, 2023 21:07 UTC | WELLTOWER INC. WELL · Entity 2853 | GrantCommon Stock | 124 | $60.34 | $7,482.41 |
DisclosureSEC source: 0001209191-23-057593 · doc4.xml · nonDerivative · entry 1 Burkart John F. · CIK 0001492460 · EVP-Chief Operating Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 988 F1 · kind: The reporting person is voluntarily reporting the acquisition of shares pursuant to the Welltower Inc. Employee Stock Purchase Plan ("ESPP"). This transaction was 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 December 1, 2022, the first trading day of the offering period. Read SEC document |
| February 23, 2023 Filed Feb 27, 2023 21:43 UTC | WELLTOWER INC. WELL · Entity 2853 | GrantOther Stock Units · Derivative | 27,807 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-23-013200 · doc4.xml · derivative · entry 3 Burkart John F. · CIK 0001492460 · EVP-Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 27,807 Underlying: Common · 27,807 shares Expires not disclosed F3 · derivative.exercise_price: Solely in order to reserve Common Shares to satisfy any exchange in respect of OP Units as contemplated herein that might occur in the future, the reporting person also received an award of Other Stock Units under the Welltower Inc. 2022 Long-Term Incentive Plan (the "2022 Plan"). The award of Other Stock Units provides the reporting person with the ability to acquire Common Shares under the 2022 Plan only through the exchange of OP Units for those shares and in no other manner. Upon the exchange of OP Units for Common Shares, the reporting person will relinquish all rights to the exchanged OP Units. Any Other Stock Units that may be remaining after all OP Units have been exchanged will be immediately canceled for no consideration. F3 · price: Solely in order to reserve Common Shares to satisfy any exchange in respect of OP Units as contemplated herein that might occur in the future, the reporting person also received an award of Other Stock Units under the Welltower Inc. 2022 Long-Term Incentive Plan (the "2022 Plan"). The award of Other Stock Units provides the reporting person with the ability to acquire Common Shares under the 2022 Plan only through the exchange of OP Units for those shares and in no other manner. Upon the exchange of OP Units for Common Shares, the reporting person will relinquish all rights to the exchanged OP Units. Any Other Stock Units that may be remaining after all OP Units have been exchanged will be immediately canceled for no consideration. F3 · derivative.exercise_date: Solely in order to reserve Common Shares to satisfy any exchange in respect of OP Units as contemplated herein that might occur in the future, the reporting person also received an award of Other Stock Units under the Welltower Inc. 2022 Long-Term Incentive Plan (the "2022 Plan"). The award of Other Stock Units provides the reporting person with the ability to acquire Common Shares under the 2022 Plan only through the exchange of OP Units for those shares and in no other manner. Upon the exchange of OP Units for Common Shares, the reporting person will relinquish all rights to the exchanged OP Units. Any Other Stock Units that may be remaining after all OP Units have been exchanged will be immediately canceled for no consideration. F3 · derivative.expiration_date: Solely in order to reserve Common Shares to satisfy any exchange in respect of OP Units as contemplated herein that might occur in the future, the reporting person also received an award of Other Stock Units under the Welltower Inc. 2022 Long-Term Incentive Plan (the "2022 Plan"). The award of Other Stock Units provides the reporting person with the ability to acquire Common Shares under the 2022 Plan only through the exchange of OP Units for those shares and in no other manner. Upon the exchange of OP Units for Common Shares, the reporting person will relinquish all rights to the exchanged OP Units. Any Other Stock Units that may be remaining after all OP Units have been exchanged will be immediately canceled for no consideration. Read SEC document |
| February 23, 2023 Filed Feb 27, 2023 21:43 UTC | WELLTOWER INC. WELL · Entity 2853 | GrantOption Units · Derivative | 21,898 | Not disclosed Strike: $76.17 | Not disclosed |
DisclosureSEC source: 0001209191-23-013200 · doc4.xml · derivative · entry 2 Burkart John F. · CIK 0001492460 · EVP-Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 21,898 Underlying: Common · 21,898 shares Expires not disclosed F2 · derivative.exercise_price: Represents an award, granted without cash consideration, of membership interests in Welltower OP designated as Option Units ("Option Units"), which Option Units are intended to qualify as profits interests for US federal income tax purposes. The Option Units are scheduled to vest in four equal installments on January 15, 2024, January 15, 2025, January 15, 2026 and January 15, 2027, subject to the reporting person's continued employment on each applicable vesting date. Upon vesting, the Option Units are convertible at the reporting person's election into a number of vested LTIP Units equal to the intrinsic value of the vested Options Units, which LTIP Units that are then convertible into OP Units. The resulting OP Units may be exchanged by the reporting person for Common Shares or the equivalent cash value of Common Shares, as determined by the Issuer. F2 · price: Represents an award, granted without cash consideration, of membership interests in Welltower OP designated as Option Units ("Option Units"), which Option Units are intended to qualify as profits interests for US federal income tax purposes. The Option Units are scheduled to vest in four equal installments on January 15, 2024, January 15, 2025, January 15, 2026 and January 15, 2027, subject to the reporting person's continued employment on each applicable vesting date. Upon vesting, the Option Units are convertible at the reporting person's election into a number of vested LTIP Units equal to the intrinsic value of the vested Options Units, which LTIP Units that are then convertible into OP Units. The resulting OP Units may be exchanged by the reporting person for Common Shares or the equivalent cash value of Common Shares, as determined by the Issuer. F2 · derivative.exercise_date: Represents an award, granted without cash consideration, of membership interests in Welltower OP designated as Option Units ("Option Units"), which Option Units are intended to qualify as profits interests for US federal income tax purposes. The Option Units are scheduled to vest in four equal installments on January 15, 2024, January 15, 2025, January 15, 2026 and January 15, 2027, subject to the reporting person's continued employment on each applicable vesting date. Upon vesting, the Option Units are convertible at the reporting person's election into a number of vested LTIP Units equal to the intrinsic value of the vested Options Units, which LTIP Units that are then convertible into OP Units. The resulting OP Units may be exchanged by the reporting person for Common Shares or the equivalent cash value of Common Shares, as determined by the Issuer. F2 · derivative.expiration_date: Represents an award, granted without cash consideration, of membership interests in Welltower OP designated as Option Units ("Option Units"), which Option Units are intended to qualify as profits interests for US federal income tax purposes. The Option Units are scheduled to vest in four equal installments on January 15, 2024, January 15, 2025, January 15, 2026 and January 15, 2027, subject to the reporting person's continued employment on each applicable vesting date. Upon vesting, the Option Units are convertible at the reporting person's election into a number of vested LTIP Units equal to the intrinsic value of the vested Options Units, which LTIP Units that are then convertible into OP Units. The resulting OP Units may be exchanged by the reporting person for Common Shares or the equivalent cash value of Common Shares, as determined by the Issuer. Read SEC document |
| February 23, 2023 Filed Feb 27, 2023 21:43 UTC | WELLTOWER INC. WELL · Entity 2853 | GrantLTIP Units · Derivative | 5,909 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-23-013200 · doc4.xml · derivative · entry 1 Burkart John F. · CIK 0001492460 · EVP-Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,909 Underlying: Common · 5,909 shares Expires not disclosed F1 · derivative.exercise_price: Represents an award, granted without cash consideration, of membership interests in Welltower OP LLC ("Welltower OP"), a subsidiary of Welltower Inc. (the "Issuer"), designated as LTIP Units ("LTIP Units"), which LTIP Units are intended to qualify as profits interests for US federal income tax purposes. The LTIP Units are scheduled to vest in four equal installments on Jan. 15, 2024, Jan. 15, 2025, Jan. 15, 2026 and Jan. 15, 2027, subject to the reporting person's continued employment on each applicable vesting date. The LTIP Units, if and as they become vested, are convertible, conditioned upon the satisfaction of minimum allocations to the capital accounts of the LTIP Units for federal income tax purposes, into Class A Common Units in Welltower OP ("OP Units"). The resulting OP Units may be exchanged by the reporting person for shares of common stock, par value $1.00 per share ("Common Share") of the Issuer or the equivalent cash value of Common Shares, as determined by the Issuer. F1 · price: Represents an award, granted without cash consideration, of membership interests in Welltower OP LLC ("Welltower OP"), a subsidiary of Welltower Inc. (the "Issuer"), designated as LTIP Units ("LTIP Units"), which LTIP Units are intended to qualify as profits interests for US federal income tax purposes. The LTIP Units are scheduled to vest in four equal installments on Jan. 15, 2024, Jan. 15, 2025, Jan. 15, 2026 and Jan. 15, 2027, subject to the reporting person's continued employment on each applicable vesting date. The LTIP Units, if and as they become vested, are convertible, conditioned upon the satisfaction of minimum allocations to the capital accounts of the LTIP Units for federal income tax purposes, into Class A Common Units in Welltower OP ("OP Units"). The resulting OP Units may be exchanged by the reporting person for shares of common stock, par value $1.00 per share ("Common Share") of the Issuer or the equivalent cash value of Common Shares, as determined by the Issuer. F1 · derivative.exercise_date: Represents an award, granted without cash consideration, of membership interests in Welltower OP LLC ("Welltower OP"), a subsidiary of Welltower Inc. (the "Issuer"), designated as LTIP Units ("LTIP Units"), which LTIP Units are intended to qualify as profits interests for US federal income tax purposes. The LTIP Units are scheduled to vest in four equal installments on Jan. 15, 2024, Jan. 15, 2025, Jan. 15, 2026 and Jan. 15, 2027, subject to the reporting person's continued employment on each applicable vesting date. The LTIP Units, if and as they become vested, are convertible, conditioned upon the satisfaction of minimum allocations to the capital accounts of the LTIP Units for federal income tax purposes, into Class A Common Units in Welltower OP ("OP Units"). The resulting OP Units may be exchanged by the reporting person for shares of common stock, par value $1.00 per share ("Common Share") of the Issuer or the equivalent cash value of Common Shares, as determined by the Issuer. F1 · derivative.expiration_date: Represents an award, granted without cash consideration, of membership interests in Welltower OP LLC ("Welltower OP"), a subsidiary of Welltower Inc. (the "Issuer"), designated as LTIP Units ("LTIP Units"), which LTIP Units are intended to qualify as profits interests for US federal income tax purposes. The LTIP Units are scheduled to vest in four equal installments on Jan. 15, 2024, Jan. 15, 2025, Jan. 15, 2026 and Jan. 15, 2027, subject to the reporting person's continued employment on each applicable vesting date. The LTIP Units, if and as they become vested, are convertible, conditioned upon the satisfaction of minimum allocations to the capital accounts of the LTIP Units for federal income tax purposes, into Class A Common Units in Welltower OP ("OP Units"). The resulting OP Units may be exchanged by the reporting person for shares of common stock, par value $1.00 per share ("Common Share") of the Issuer or the equivalent cash value of Common Shares, as determined by the Issuer. Read SEC document |
| January 03, 2023 Filed Jan 5, 2023 21:48 UTC | WELLTOWER INC. WELL · Entity 2853 | GrantOther Stock Units · Derivative | 45,305 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-23-001906 · doc4.xml · derivative · entry 5 Burkart John F. · CIK 0001492460 · EVP-Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 45,305 Underlying: Common · 45,305 shares Expires not disclosed F5 · derivative.exercise_price: Soley in order to reserve Common Shares to satisfy any exchange in respect of OP Units as contemplated herein that might occur in the future, the reporting person also received an award of Other Stock Units under the Welltower Inc. 2022 Long-Term Incentive Plan (the "2022 Plan"). The award of the Other Stock Units provides the reporting person with the ability to acquire Common Shares under the 2022 Plan only through the exchange of OP Units for those shares and in no other manner. Upon the exchange of OP Units for Common Shares, the reporting person will relinquish all rights to the exchanged OP Units. Any Other Stock Units that may be remaining after all OP Units have been exchanged will be immediately canceled for no consideration. F5 · price: Soley in order to reserve Common Shares to satisfy any exchange in respect of OP Units as contemplated herein that might occur in the future, the reporting person also received an award of Other Stock Units under the Welltower Inc. 2022 Long-Term Incentive Plan (the "2022 Plan"). The award of the Other Stock Units provides the reporting person with the ability to acquire Common Shares under the 2022 Plan only through the exchange of OP Units for those shares and in no other manner. Upon the exchange of OP Units for Common Shares, the reporting person will relinquish all rights to the exchanged OP Units. Any Other Stock Units that may be remaining after all OP Units have been exchanged will be immediately canceled for no consideration. F5 · derivative.exercise_date: Soley in order to reserve Common Shares to satisfy any exchange in respect of OP Units as contemplated herein that might occur in the future, the reporting person also received an award of Other Stock Units under the Welltower Inc. 2022 Long-Term Incentive Plan (the "2022 Plan"). The award of the Other Stock Units provides the reporting person with the ability to acquire Common Shares under the 2022 Plan only through the exchange of OP Units for those shares and in no other manner. Upon the exchange of OP Units for Common Shares, the reporting person will relinquish all rights to the exchanged OP Units. Any Other Stock Units that may be remaining after all OP Units have been exchanged will be immediately canceled for no consideration. F5 · derivative.expiration_date: Soley in order to reserve Common Shares to satisfy any exchange in respect of OP Units as contemplated herein that might occur in the future, the reporting person also received an award of Other Stock Units under the Welltower Inc. 2022 Long-Term Incentive Plan (the "2022 Plan"). The award of the Other Stock Units provides the reporting person with the ability to acquire Common Shares under the 2022 Plan only through the exchange of OP Units for those shares and in no other manner. Upon the exchange of OP Units for Common Shares, the reporting person will relinquish all rights to the exchanged OP Units. Any Other Stock Units that may be remaining after all OP Units have been exchanged will be immediately canceled for no consideration. Read SEC document |
| January 03, 2023 Filed Jan 5, 2023 21:48 UTC | WELLTOWER INC. WELL · Entity 2853 | GrantOption Units · Derivative | 42,898 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-23-001906 · doc4.xml · derivative · entry 4 Burkart John F. · CIK 0001492460 · EVP-Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 42,898 Underlying: Common · 42,898 shares Expires 2032-01-12 F4 · derivative.exercise_price: In exchange for each Canceled Option, the reporting person received a replacement award of membership interests in Welltower OP designated as Option Units ("Option Units"), which Option Units are intended to qualify as profits interests for US federal income tax purposes. The vesting schedule for Option Units is the same as the vesting schedule for the applicable corresponding Canceled Option. Upon vesting, the Option Units are convertible at the reporting person's election into vested LTIP Units that are convertible into OP Units. The resulting OP Units may be exchanged by the reporting person for Common Shares or the equivalent cash value of Common Shares, as determined by the Issuer. F4 · price: In exchange for each Canceled Option, the reporting person received a replacement award of membership interests in Welltower OP designated as Option Units ("Option Units"), which Option Units are intended to qualify as profits interests for US federal income tax purposes. The vesting schedule for Option Units is the same as the vesting schedule for the applicable corresponding Canceled Option. Upon vesting, the Option Units are convertible at the reporting person's election into vested LTIP Units that are convertible into OP Units. The resulting OP Units may be exchanged by the reporting person for Common Shares or the equivalent cash value of Common Shares, as determined by the Issuer. F4 · derivative.exercise_date: In exchange for each Canceled Option, the reporting person received a replacement award of membership interests in Welltower OP designated as Option Units ("Option Units"), which Option Units are intended to qualify as profits interests for US federal income tax purposes. The vesting schedule for Option Units is the same as the vesting schedule for the applicable corresponding Canceled Option. Upon vesting, the Option Units are convertible at the reporting person's election into vested LTIP Units that are convertible into OP Units. The resulting OP Units may be exchanged by the reporting person for Common Shares or the equivalent cash value of Common Shares, as determined by the Issuer. Read SEC document |
| January 03, 2023 Filed Jan 5, 2023 21:48 UTC | WELLTOWER INC. WELL · Entity 2853 | Disposition to issuerEmployee Stock Option (right to buy) · Derivative | 42,898 | Not disclosed Strike: $86.31 | Not disclosed |
DisclosureSEC source: 0001209191-23-001906 · doc4.xml · derivative · entry 3 Burkart John F. · CIK 0001492460 · EVP-Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common · 42,898 shares Expires 2032-01-12 F4 · price: In exchange for each Canceled Option, the reporting person received a replacement award of membership interests in Welltower OP designated as Option Units ("Option Units"), which Option Units are intended to qualify as profits interests for US federal income tax purposes. The vesting schedule for Option Units is the same as the vesting schedule for the applicable corresponding Canceled Option. Upon vesting, the Option Units are convertible at the reporting person's election into vested LTIP Units that are convertible into OP Units. The resulting OP Units may be exchanged by the reporting person for Common Shares or the equivalent cash value of Common Shares, as determined by the Issuer. F3 · derivative.exercise_date: This option to purchase 42,898 Common Shares of the Issuer was previously granted to the reporting person and provided for time-based vesting. On January 3, 2023, the Issuer canceled the unvested portion of the option upon surrender to the Issuer by the reporting person (the "Canceled Option"). Read SEC document |
| January 03, 2023 Filed Jan 5, 2023 21:48 UTC | WELLTOWER INC. WELL · Entity 2853 | GrantLTIP Units · Derivative | 2,407 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-23-001906 · doc4.xml · derivative · entry 2 Burkart John F. · CIK 0001492460 · EVP-Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,407 Underlying: Common · 2,407 shares Expires not disclosed F2 · derivative.exercise_price: In exchange for the Canceled RSUs, the reporting person received a replacement award of membership interests in Welltower OP LLC ("Welltower OP"), a subsidiary of the Issuer, designated as LTIP Units ("LTIP Units"), which LTIP Units are intended to qualify as profits interests for US federal income tax purposes. The vesting schedule for each LTIP Unit is the same as the vesting schedule for the corresponding Canceled RSU. The LTIP Units, if and as they become vested, are convertible, conditioned upon the satisfaction of minimum allocations to the capital accounts of the LTIP Units for federal income tax purposes, into Class A Common Units in Welltower OP ("OP Units"). The resulting OP Units may be exchanged by the reporting person for Common Shares or the equivalent cash value of Common Shares, as determined by the Issuer. F2 · price: In exchange for the Canceled RSUs, the reporting person received a replacement award of membership interests in Welltower OP LLC ("Welltower OP"), a subsidiary of the Issuer, designated as LTIP Units ("LTIP Units"), which LTIP Units are intended to qualify as profits interests for US federal income tax purposes. The vesting schedule for each LTIP Unit is the same as the vesting schedule for the corresponding Canceled RSU. The LTIP Units, if and as they become vested, are convertible, conditioned upon the satisfaction of minimum allocations to the capital accounts of the LTIP Units for federal income tax purposes, into Class A Common Units in Welltower OP ("OP Units"). The resulting OP Units may be exchanged by the reporting person for Common Shares or the equivalent cash value of Common Shares, as determined by the Issuer. F2 · derivative.exercise_date: In exchange for the Canceled RSUs, the reporting person received a replacement award of membership interests in Welltower OP LLC ("Welltower OP"), a subsidiary of the Issuer, designated as LTIP Units ("LTIP Units"), which LTIP Units are intended to qualify as profits interests for US federal income tax purposes. The vesting schedule for each LTIP Unit is the same as the vesting schedule for the corresponding Canceled RSU. The LTIP Units, if and as they become vested, are convertible, conditioned upon the satisfaction of minimum allocations to the capital accounts of the LTIP Units for federal income tax purposes, into Class A Common Units in Welltower OP ("OP Units"). The resulting OP Units may be exchanged by the reporting person for Common Shares or the equivalent cash value of Common Shares, as determined by the Issuer. F2 · derivative.expiration_date: In exchange for the Canceled RSUs, the reporting person received a replacement award of membership interests in Welltower OP LLC ("Welltower OP"), a subsidiary of the Issuer, designated as LTIP Units ("LTIP Units"), which LTIP Units are intended to qualify as profits interests for US federal income tax purposes. The vesting schedule for each LTIP Unit is the same as the vesting schedule for the corresponding Canceled RSU. The LTIP Units, if and as they become vested, are convertible, conditioned upon the satisfaction of minimum allocations to the capital accounts of the LTIP Units for federal income tax purposes, into Class A Common Units in Welltower OP ("OP Units"). The resulting OP Units may be exchanged by the reporting person for Common Shares or the equivalent cash value of Common Shares, as determined by the Issuer. Read SEC document |
| January 03, 2023 Filed Jan 5, 2023 21:48 UTC | WELLTOWER INC. WELL · Entity 2853 | Disposition to issuerCommon Stock | 2,407 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-001906 · doc4.xml · nonDerivative · entry 1 Burkart John F. · CIK 0001492460 · EVP-Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 864 F1 · shares: These restricted stock units (the "RSUs") in respect of shares of common stock, par value $1.00 per share ("Common Shares"), of Welltower Inc. (the "Issuer") were previously granted to the reporting person and provided for time-based vesting. On January 3, 2023, the Issuer canceled the unvested RSUs upon surrender to the Issuer by the reporting person (the "Canceled RSUs"). Read SEC document |
| November 30, 2022 Filed Dec 21, 2022 23:18 UTC | WELLTOWER INC. WELL · Entity 2853 | GrantCommon Stock | 134 | $60.38 | $8,090.38 |
DisclosureSEC source: 0001209191-22-062362 · doc4.xml · nonDerivative · entry 2 Burkart John F. · CIK 0001492460 · EVP-Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,271 F1 · kind: The reporting person is voluntarily reporting the acquisition of shares pursuant to the Welltower Inc. Employee Stock Purchase Plan ("ESPP"). This transaction was both exempt under Rule 16b-3(c) and Rule 16b-3(d). F3 · price: In accordance with the ESPP these were purchased based on 85% of the closing stock price on November 30, 2022, the last trading day of the offering period. Read SEC document |
| May 31, 2022 Filed Dec 21, 2022 23:18 UTC | WELLTOWER INC. WELL · Entity 2853 | GrantCommon Stock | 166 | $67.46 | $11,197.70 |
DisclosureSEC source: 0001209191-22-062362 · doc4.xml · nonDerivative · entry 1 Burkart John F. · CIK 0001492460 · EVP-Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,137 F1 · kind: The reporting person is voluntarily reporting the acquisition of shares pursuant to the Welltower Inc. Employee Stock Purchase Plan ("ESPP"). This transaction was 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 December 1, 2021, the first trading day of the offering period. Read SEC document |
| January 15, 2022 Filed Jan 18, 2022 22:33 UTC | WELLTOWER INC. WELL · Entity 2853 | Tax withholdingCommon Stock | 239 | $87.51 | $20,914.89 |
DisclosureSEC source: 0001209191-22-003536 · doc4.xml · nonDerivative · entry 1 Burkart John F. · CIK 0001492460 · EVP-Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,971 F1 · shares: Shares withheld upon vesting of restricted stock units to satisfy tax withholding obligations. Read SEC document |
| January 12, 2022 Filed Jan 14, 2022 22:09 UTC | WELLTOWER INC. WELL · Entity 2853 | GrantEmployee Stock Option (right to buy) · Derivative | 42,898 | $0.00 Strike: $86.31 | $0.00 |
DisclosureSEC source: 0001209191-22-003363 · doc4.xml · derivative · entry 1 Burkart John F. · CIK 0001492460 · EVP-Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 42,898 Underlying: Common Stock · 42,898 shares Expires 2032-01-11 F1 · derivative.exercise_date: These options were granted without cash consideration on January 12, 2022 under the Welltower Inc. 2016 Long-Term Incentive Plan. The options vest in four equal installments on January 15, 2023, January 15, 2024, January 15, 2025 and January 15, 2026. Read SEC document |
| July 19, 2021 Filed Jul 21, 2021 21:21 UTC | WELLTOWER INC. WELL · Entity 2853 | GrantCommon Stock | 3,210 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-047610 · doc4.xml · nonDerivative · entry 1 Burkart John F. · CIK 0001492460 · EVP-Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,210 F1 · shares: These shares represent restricted stock units that were granted without cash consideration on July 19, 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 July 19, 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 |
| March 10, 2020 Filed Mar 12, 2020 20:25 UTC | ESSEX PROPERTY TRUST, INC. ESS · Entity 3275 | ConversionOperating Partnership Units · Derivative | 7,000 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000920522-20-000033 · wf-form4_158404470768551.xml · derivative · entry 2 Burkart John F. · CIK 0001492460 · Sr. EVP & COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 26,912 Underlying: Common Stock · 7,000 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. F1 · derivative.exercise_price: These Series Z-1 incentive units converted into Essex Portfolio, L.P. ("EPLP") operating partnership units upon the Series Z-1 units, which were granted in December 2011, reaching a 100% conversion ratchet percentage. EPLP operating partnership units are exchangeable by the reporting person at any time following the conversion for an equal number of shares of the issuer's common stock. EPLP operating partnership units have no expiration date. F1 · kind: These Series Z-1 incentive units converted into Essex Portfolio, L.P. ("EPLP") operating partnership units upon the Series Z-1 units, which were granted in December 2011, reaching a 100% conversion ratchet percentage. EPLP operating partnership units are exchangeable by the reporting person at any time following the conversion for an equal number of shares of the issuer's common stock. EPLP operating partnership units have no expiration date. F1 · price: These Series Z-1 incentive units converted into Essex Portfolio, L.P. ("EPLP") operating partnership units upon the Series Z-1 units, which were granted in December 2011, reaching a 100% conversion ratchet percentage. EPLP operating partnership units are exchangeable by the reporting person at any time following the conversion for an equal number of shares of the issuer's common stock. EPLP operating partnership units have no expiration date. F1 · derivative.exercise_date: These Series Z-1 incentive units converted into Essex Portfolio, L.P. ("EPLP") operating partnership units upon the Series Z-1 units, which were granted in December 2011, reaching a 100% conversion ratchet percentage. EPLP operating partnership units are exchangeable by the reporting person at any time following the conversion for an equal number of shares of the issuer's common stock. EPLP operating partnership units have no expiration date. F1 · derivative.expiration_date: These Series Z-1 incentive units converted into Essex Portfolio, L.P. ("EPLP") operating partnership units upon the Series Z-1 units, which were granted in December 2011, reaching a 100% conversion ratchet percentage. EPLP operating partnership units are exchangeable by the reporting person at any time following the conversion for an equal number of shares of the issuer's common stock. EPLP operating partnership units have no expiration date. Read SEC document |
| March 10, 2020 Filed Mar 12, 2020 20:25 UTC | ESSEX PROPERTY TRUST, INC. ESS · Entity 3275 | ConversionSeries Z-1 Incentive Units · Derivative | 7,000 | $1.00 | $7,000.00 |
DisclosureSEC source: 0000920522-20-000033 · wf-form4_158404470768551.xml · derivative · entry 1 Burkart John F. · CIK 0001492460 · Sr. EVP & COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Operating Partnership Units · 7,000 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. F1 · derivative.exercise_price: These Series Z-1 incentive units converted into Essex Portfolio, L.P. ("EPLP") operating partnership units upon the Series Z-1 units, which were granted in December 2011, reaching a 100% conversion ratchet percentage. EPLP operating partnership units are exchangeable by the reporting person at any time following the conversion for an equal number of shares of the issuer's common stock. EPLP operating partnership units have no expiration date. F1 · kind: These Series Z-1 incentive units converted into Essex Portfolio, L.P. ("EPLP") operating partnership units upon the Series Z-1 units, which were granted in December 2011, reaching a 100% conversion ratchet percentage. EPLP operating partnership units are exchangeable by the reporting person at any time following the conversion for an equal number of shares of the issuer's common stock. EPLP operating partnership units have no expiration date. F2 · price: The Series Z-1 incentive units were purchased by the reporting person for $1 per each incentive unit and had no expiration date. F1 · derivative.exercise_date: These Series Z-1 incentive units converted into Essex Portfolio, L.P. ("EPLP") operating partnership units upon the Series Z-1 units, which were granted in December 2011, reaching a 100% conversion ratchet percentage. EPLP operating partnership units are exchangeable by the reporting person at any time following the conversion for an equal number of shares of the issuer's common stock. EPLP operating partnership units have no expiration date. F2 · derivative.expiration_date: The Series Z-1 incentive units were purchased by the reporting person for $1 per each incentive unit and had no expiration date. Read SEC document |
| February 21, 2020 Filed Feb 24, 2020 21:23 UTC | ESSEX PROPERTY TRUST, INC. ESS · Entity 3275 | Exercise / conversionStock Option (Right to Purchase) · Derivative | 6,793 | $0.00 Strike: $240.61 | $0.00 |
DisclosureSEC source: 0000920522-20-000030 · wf-form4_158257939846787.xml · derivative · entry 3 Burkart John F. · CIK 0001492460 · Sr. EVP & COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 6,793 shares Expires 2027-12-07 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_date: 1/3 of these total options granted to this Reporting Person vested on each of December 7, 2018 and December 7, 2019, and the remaining 1/3 will vest on December 7, 2020. Read SEC document |
| February 21, 2020 Filed Feb 24, 2020 21:23 UTC | ESSEX PROPERTY TRUST, INC. ESS · Entity 3275 | SaleCommon Stock | 6,793 | $327.06 | $2,221,718.58 |
DisclosureSEC source: 0000920522-20-000030 · wf-form4_158257939846787.xml · nonDerivative · entry 2 Burkart John F. · CIK 0001492460 · Sr. EVP & COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,257 Read SEC document |
| February 21, 2020 Filed Feb 24, 2020 21:23 UTC | ESSEX PROPERTY TRUST, INC. ESS · Entity 3275 | Exercise / conversionCommon Stock | 6,793 | $240.61 | $1,634,463.73 |
DisclosureSEC source: 0000920522-20-000030 · wf-form4_158257939846787.xml · nonDerivative · entry 1 Burkart John F. · CIK 0001492460 · Sr. EVP & COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,050 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: Under the options terms, the maximum value that the reporting person could receive is $100 per share. Read SEC document |
| February 11, 2020 Filed Feb 12, 2020 22:16 UTC | ESSEX PROPERTY TRUST, INC. ESS · Entity 3275 | Exercise / conversionStock Option (Right to Purchase) · Derivative | 2,503 | $0.00 Strike: $219.22 | $0.00 |
DisclosureSEC source: 0000920522-20-000018 · wf-form4_158154579621322.xml · derivative · entry 3 Burkart John F. · CIK 0001492460 · Sr. EVP & COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 2,503 shares Expires 2026-12-08 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: The transactions reported in this Form 4 were made pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person. F3 · derivative.exercise_date: 1/3 of these total options granted to this Reporting Person vested on each of December 8, 2017, December 8, 2018, and December 8, 2019. Read SEC document |
| February 11, 2020 Filed Feb 12, 2020 22:16 UTC | ESSEX PROPERTY TRUST, INC. ESS · Entity 3275 | SaleCommon Stock | 2,503 | $318.00 | $795,954.00 |
DisclosureSEC source: 0000920522-20-000018 · wf-form4_158154579621322.xml · nonDerivative · entry 2 Burkart John F. · CIK 0001492460 · Sr. EVP & COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,257 F1 · kind: The transactions reported in this Form 4 were made pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person. Read SEC document |
| February 11, 2020 Filed Feb 12, 2020 22:16 UTC | ESSEX PROPERTY TRUST, INC. ESS · Entity 3275 | Exercise / conversionCommon Stock | 2,503 | $219.22 | $548,707.66 |
DisclosureSEC source: 0000920522-20-000018 · wf-form4_158154579621322.xml · nonDerivative · entry 1 Burkart John F. · CIK 0001492460 · Sr. EVP & COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,760 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: The transactions reported in this Form 4 were made pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person. F2 · price: Under the options terms, the maximum value that the reporting person could receive is $100 per share. Read SEC document |
| February 03, 2020 Filed Feb 4, 2020 22:07 UTC | ESSEX PROPERTY TRUST, INC. ESS · Entity 3275 | SaleCommon Stock | 1,656 | $311.01 | $515,032.56 |
DisclosureSEC source: 0000920522-20-000012 · wf-form4_158085402737272.xml · nonDerivative · entry 1 Burkart John F. · CIK 0001492460 · Sr. EVP & COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,257 F1 · kind: The transaction reported in this Form 4 was made pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person. Read SEC document |
| January 22, 2020 Filed Jan 23, 2020 22:41 UTC | ESSEX PROPERTY TRUST, INC. ESS · Entity 3275 | Exercise / conversionStock Option (Right to Purchase) · Derivative | 4,400 | $0.00 Strike: $219.22 | $0.00 |
DisclosureSEC source: 0000920522-20-000008 · wf-form4_157981928775141.xml · derivative · entry 3 Burkart John F. · CIK 0001492460 · Sr. EVP & COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,503 Underlying: Common Stock · 4,400 shares Expires 2026-12-08 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: The transactions reported in this Form 4 were made pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person. F3 · derivative.exercise_date: 1/3 of these total options granted to this Reporting Person vested on each of December 8, 2017, December 8, 2018, and December 8, 2019. Read SEC document |
| January 22, 2020 Filed Jan 23, 2020 22:41 UTC | ESSEX PROPERTY TRUST, INC. ESS · Entity 3275 | SaleCommon Stock | 4,400 | $312.89 | $1,376,716.00 |
DisclosureSEC source: 0000920522-20-000008 · wf-form4_157981928775141.xml · nonDerivative · entry 2 Burkart John F. · CIK 0001492460 · Sr. EVP & COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,913 F1 · kind: The transactions reported in this Form 4 were made pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person. Read SEC document |
| January 22, 2020 Filed Jan 23, 2020 22:41 UTC | ESSEX PROPERTY TRUST, INC. ESS · Entity 3275 | Exercise / conversionCommon Stock | 4,400 | $219.22 | $964,568.00 |
DisclosureSEC source: 0000920522-20-000008 · wf-form4_157981928775141.xml · nonDerivative · entry 1 Burkart John F. · CIK 0001492460 · Sr. EVP & COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,313 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: The transactions reported in this Form 4 were made pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person. F2 · price: Under the options terms, the maximum value that the reporting person could receive is $100 per share. Read SEC document |
| January 14, 2020 Filed Jan 14, 2020 22:55 UTC | ESSEX PROPERTY TRUST, INC. ESS · Entity 3275 | Tax withholdingCommon Stock | 1,668 | $305.50 | $509,574.00 |
DisclosureSEC source: 0000920522-20-000006 · wf-form4_157904251338734.xml · nonDerivative · entry 2 Burkart John F. · CIK 0001492460 · Sr. EVP & COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,913 F2 · shares: Represents the number of shares of common stock withheld by the Company to satisfy tax withholding requirements in connection with the release of restricted stock units that were granted on December 8, 2016. Read SEC document |
| January 10, 2020 Filed Jan 14, 2020 22:55 UTC | ESSEX PROPERTY TRUST, INC. ESS · Entity 3275 | GrantCommon Stock | 1,662 | $0.00 | $0.00 |
DisclosureSEC source: 0000920522-20-000006 · wf-form4_157904251338734.xml · nonDerivative · entry 1 Burkart John F. · CIK 0001492460 · Sr. EVP & COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,581 F1 · shares: As determined on January 10, 2020, this amount of 1,662 represents the remaining restricted stock units originally granted on December 8, 2016 that are now earned following the achievement of certain performance criteria based on the Issuer's relative total return to shareholders measured against an industry-specific index through December 8, 2019. Read SEC document |
| December 04, 2019 Filed Dec 6, 2019 00:29 UTC | ESSEX PROPERTY TRUST, INC. ESS · Entity 3275 | GrantStock Option (Right to Purchase) · Derivative | 19,291 | $0.00 Strike: $311.43 | $0.00 |
DisclosureSEC source: 0000920522-19-000066 · wf-form4_157559214597790.xml · derivative · entry 1 Burkart John F. · CIK 0001492460 · Sr. EVP & COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,291 Underlying: Common Stock · 19,291 shares Expires 2029-12-03 F1 · security: 1/3 of these options vest on each anniversary starting on December 4, 2020 and ending on December 4, 2022. Stock options are subject to a $100 cap upon exercise. Read SEC document |
| December 04, 2019 Filed Dec 16, 2019 22:40 UTC Amendment | ESSEX PROPERTY TRUST, INC. ESS · Entity 3275 | GrantStock Option (Right to Purchase) · Derivative | 19,637 | $0.00 Strike: $311.43 | $0.00 |
DisclosureSEC source: 0000920522-19-000078 · wf-form4a_157653602084156.xml · derivative · entry 1 Burkart John F. · CIK 0001492460 · Sr. EVP & COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,637 Underlying: Common Stock · 19,637 shares Expires 2029-12-03 F1 · security: 1/3 of these options vest on each anniversary starting on December 4, 2020 and ending on December 4, 2022. Stock options are subject to a $100 cap upon exercise. F2 · shares: The Reporting Person's Form 4 filed on December 5, 2019 incorrectly reported the number of stock options granted, and this amended Form 4 is being filed to report the correct number. Read SEC document |
| August 30, 2019 Filed Sep 3, 2019 22:46 UTC | ESSEX PROPERTY TRUST, INC. ESS · Entity 3275 | Exercise / conversionStock Option (Right to Purchase) · Derivative | 1,546 | $0.00 Strike: $240.61 | $0.00 |
DisclosureSEC source: 0000920522-19-000053 · wf-form4_156755080004714.xml · derivative · entry 3 Burkart John F. · CIK 0001492460 · Sr. Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 1,546 shares Expires 2027-12-07 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_date: 1/3 of these total options granted to this Reporting Person vested on December 7, 2018, and 1/3 will vest on each anniversary thereafter. Read SEC document |
| August 30, 2019 Filed Sep 3, 2019 22:46 UTC | ESSEX PROPERTY TRUST, INC. ESS · Entity 3275 | SaleCommon Stock | 1,546 | $321.99 | $497,796.54 |
DisclosureSEC source: 0000920522-19-000053 · wf-form4_156755080004714.xml · nonDerivative · entry 2 Burkart John F. · CIK 0001492460 · Sr. Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,919 Read SEC document |
| August 30, 2019 Filed Sep 3, 2019 22:46 UTC | ESSEX PROPERTY TRUST, INC. ESS · Entity 3275 | Exercise / conversionCommon Stock | 1,546 | $240.61 | $371,983.06 |
DisclosureSEC source: 0000920522-19-000053 · wf-form4_156755080004714.xml · nonDerivative · entry 1 Burkart John F. · CIK 0001492460 · Sr. Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,465 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: Under the options terms, the maximum value that the reporting person could receive is $100 per share. 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.