Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| WELLTOWER INC.WELL · Entity 2853 | Chief Legal Officer | 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.
WELLTOWER INC.
Report date February 13, 2026 · Filed February 18, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 26,881 |
Reported balance
After 2026-02-13 transaction · row 1
1 source rowRow 1 · 2026-02-13 · Gift · Disposed 541 · Balance 26,881 |
| LTIP UnitsSEC Table II · derivative / convertible security | Direct | 36,556 |
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 36,556 · Balance 36,556 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 36,556 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 | 37,523 |
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 37,523 · Balance 37,523 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 37,523 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 | 74,079 |
Reported balance
After 2026-02-13 transaction · row 4
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 4 · 2026-02-13 · Grant · Acquired 74,079 · Balance 74,079 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 36,556 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 37,523 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 21:42 UTC | WELLTOWER INC. WELL · Entity 2853 | GrantOther Stock Units · Derivative | 74,079 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001193125-26-057239 · ownership.xml · derivative · entry 4 Mcqueen Matthew Grant · CIK 0001698645 · Chief Legal Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 74,079 Underlying: Common · 74,079 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 21:42 UTC | WELLTOWER INC. WELL · Entity 2853 | GrantLTIP Units · Derivative | 37,523 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001193125-26-057239 · ownership.xml · derivative · entry 3 Mcqueen Matthew Grant · CIK 0001698645 · Chief Legal Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 37,523 Underlying: Common · 37,523 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 37,523 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 37,523 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 21:42 UTC | WELLTOWER INC. WELL · Entity 2853 | GrantLTIP Units · Derivative | 36,556 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001193125-26-057239 · ownership.xml · derivative · entry 2 Mcqueen Matthew Grant · CIK 0001698645 · Chief Legal Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 36,556 Underlying: Common · 36,556 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 36,556 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 36,556 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 21:42 UTC | WELLTOWER INC. WELL · Entity 2853 | GiftCommon Stock | 541 | $0.00 | $0.00 |
DisclosureSEC source: 0001193125-26-057239 · ownership.xml · nonDerivative · entry 1 Mcqueen Matthew Grant · CIK 0001698645 · Chief Legal Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 26,881 Read SEC document |
| November 28, 2025 Filed Dec 2, 2025 22:10 UTC | WELLTOWER INC. WELL · Entity 2853 | GrantCommon Stock | 71 | $131.94 | $9,367.74 |
DisclosureSEC source: 0001193125-25-305441 · ownership.xml · nonDerivative · entry 1 Mcqueen Matthew Grant · CIK 0001698645 · Chief Legal Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 27,422 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 20:12 UTC | WELLTOWER INC. WELL · Entity 2853 | GrantOther Stock Units · Derivative | 271,367 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001193125-25-260804 · ownership.xml · derivative · entry 3 Mcqueen Matthew Grant · CIK 0001698645 · Chief Legal Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 271,367 Underlying: Common · 271,367 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 redeption 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 redeption 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 redeption 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 redeption 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 20:12 UTC | WELLTOWER INC. WELL · Entity 2853 | GrantLTIP Units · Derivative | 271,367 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001193125-25-260804 · ownership.xml · derivative · entry 2 Mcqueen Matthew Grant · CIK 0001698645 · Chief Legal Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 271,367 Underlying: Common · 271,367 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 Coomon 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 Coomon 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 Coomon 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 Coomon 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 20:42 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: 0000950170-25-084396 · ownership.xml · derivative · entry 1 Mcqueen Matthew Grant · CIK 0001698645 · Chief Legal Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 7,565.3799 Underlying: Common · 16,419 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 20:12 UTC | WELLTOWER INC. WELL · Entity 2853 | GrantCommon Stock | 81 | $113.93 | $9,228.33 |
DisclosureSEC source: 0001193125-25-260804 · ownership.xml · nonDerivative · entry 1 Mcqueen Matthew Grant · CIK 0001698645 · Chief Legal Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 27,351 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 21:36 UTC | WELLTOWER INC. WELL · Entity 2853 | GrantOther Stock Units · Derivative | 32,362 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000950170-25-025690 · ownership.xml · derivative · entry 2 Mcqueen Matthew Grant · CIK 0001698645 · Chief Legal Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 32,362 Underlying: Common · 32,362 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 21:36 UTC | WELLTOWER INC. WELL · Entity 2853 | GrantLTIP Units · Derivative | 32,362 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000950170-25-025690 · ownership.xml · derivative · entry 1 Mcqueen Matthew Grant · CIK 0001698645 · Chief Legal Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 32,362 Underlying: Common · 32,362 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 January 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 32,362 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 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 January 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 January 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 32,362 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 Other Stock Units or the conversion of the LTIP Units into OP Units. Read SEC document |
| November 29, 2024 Filed Dec 10, 2024 21:59 UTC | WELLTOWER INC. WELL · Entity 2853 | GrantCommon Stock | 72 | $104.06 | $7,492.32 |
DisclosureSEC source: 0000950170-24-135030 · ownership.xml · nonDerivative · entry 2 Mcqueen Matthew Grant · CIK 0001698645 · EVP, Gen.Counsel & Secretary 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 27,270 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 21:59 UTC | WELLTOWER INC. WELL · Entity 2853 | GrantCommon Stock | 195 | $89.46 | $17,444.70 |
DisclosureSEC source: 0000950170-24-135030 · ownership.xml · nonDerivative · entry 1 Mcqueen Matthew Grant · CIK 0001698645 · EVP, Gen.Counsel & Secretary 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 27,198 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 |
| May 01, 2024 Filed May 1, 2024 20:54 UTC | WELLTOWER INC. WELL · Entity 2853 | GiftCommon Stock | 500 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-24-051366 · ownership.xml · nonDerivative · entry 1 Mcqueen Matthew Grant · CIK 0001698645 · EVP, Gen.Counsel & Secretary 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 27,003 Read SEC document |
| March 19, 2024 Filed Mar 20, 2024 21:15 UTC | WELLTOWER INC. WELL · Entity 2853 | GiftCommon Stock | 150 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-24-034274 · ownership.xml · nonDerivative · entry 1 Mcqueen Matthew Grant · CIK 0001698645 · EVP, Gen.Counsel & Secretary 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 27,503 Read SEC document |
| February 15, 2024 Filed Feb 15, 2024 22:19 UTC | WELLTOWER INC. WELL · Entity 2853 | GiftCommon Stock | 304 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-24-016015 · ownership.xml · nonDerivative · entry 1 Mcqueen Matthew Grant · CIK 0001698645 · EVP, Gen.Counsel & Secretary 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 27,653 Read SEC document |
| February 13, 2024 Filed Feb 15, 2024 22:19 UTC | WELLTOWER INC. WELL · Entity 2853 | GrantOther Stock Units · Derivative | 16,419 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000950170-24-016015 · ownership.xml · derivative · entry 3 Mcqueen Matthew Grant · CIK 0001698645 · EVP, Gen.Counsel & Secretary 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 16,419 Underlying: Common · 16,419 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 22:19 UTC | WELLTOWER INC. WELL · Entity 2853 | GrantLTIP Units · Derivative | 16,419 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000950170-24-016015 · ownership.xml · derivative · entry 2 Mcqueen Matthew Grant · CIK 0001698645 · EVP, Gen.Counsel & Secretary 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 16,419 Underlying: Common · 16,419 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 February 16, 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 16,419 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 February 16, 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 February 16, 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 16,419 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 21:50 UTC | WELLTOWER INC. WELL · Entity 2853 | GrantOther Stock Units · Derivative | 5,704 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000950170-24-007460 · ownership.xml · derivative · entry 2 Mcqueen Matthew Grant · CIK 0001698645 · EVP, Gen.Counsel & Secretary 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,704 Underlying: Common · 5,704 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 21:50 UTC | WELLTOWER INC. WELL · Entity 2853 | GrantLTIP Units · Derivative | 5,704 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000950170-24-007460 · ownership.xml · derivative · entry 1 Mcqueen Matthew Grant · CIK 0001698645 · EVP, Gen.Counsel & Secretary 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,704 Underlying: Common · 5,704 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 21:08 UTC | WELLTOWER INC. WELL · Entity 2853 | GrantCommon Stock | 101 | $63.42 | $6,405.32 |
DisclosureSEC source: 0001209191-23-057594 · doc4.xml · nonDerivative · entry 2 Mcqueen Matthew Grant · CIK 0001698645 · EVP, Gen.Counsel & Secretary 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 27,957 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 21:08 UTC | WELLTOWER INC. WELL · Entity 2853 | GrantCommon Stock | 245 | $60.34 | $14,783.79 |
DisclosureSEC source: 0001209191-23-057594 · doc4.xml · nonDerivative · entry 1 Mcqueen Matthew Grant · CIK 0001698645 · EVP, Gen.Counsel & Secretary 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 27,856 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 22:05 UTC | WELLTOWER INC. WELL · Entity 2853 | GrantOther Stock Units · Derivative | 15,018 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-23-013260 · doc4.xml · derivative · entry 3 Mcqueen Matthew Grant · CIK 0001698645 · EVP, Gen.Counsel & Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,018 Underlying: Common · 15,018 shares Expires not disclosed F4 · 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. F4 · 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. F4 · 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. F4 · 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 22:05 UTC | WELLTOWER INC. WELL · Entity 2853 | GrantLTIP Units · Derivative | 6,697 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-23-013260 · doc4.xml · derivative · entry 2 Mcqueen Matthew Grant · CIK 0001698645 · EVP, Gen.Counsel & Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,697 Underlying: Common · 6,697 shares Expires not disclosed F3 · derivative.exercise_price: Represents an award, granted without cash consideration, of LTIP Units. 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 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 · price: Represents an award, granted without cash consideration, of LTIP Units. 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 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: Represents an award, granted without cash consideration, of LTIP Units. 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 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.expiration_date: Represents an award, granted without cash consideration, of LTIP Units. 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 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 22:05 UTC | WELLTOWER INC. WELL · Entity 2853 | GrantLTIP Units · Derivative | 8,321 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-23-013260 · doc4.xml · derivative · entry 1 Mcqueen Matthew Grant · CIK 0001698645 · EVP, Gen.Counsel & Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,321 Underlying: Common · 8,321 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 February 23, 2023 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 8,321 LTIP Units on February 23, 2023, 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 February 23, 2023 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 February 23, 2023 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 8,321 LTIP Units on February 23, 2023, 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 15, 2023 Filed Jan 18, 2023 22:17 UTC | WELLTOWER INC. WELL · Entity 2853 | Tax withholdingCommon Stock | 236 | $71.15 | $16,791.40 |
DisclosureSEC source: 0001209191-23-003797 · doc4.xml · nonDerivative · entry 1 Mcqueen Matthew Grant · CIK 0001698645 · EVP, Gen.Counsel & Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 27,611 F1 · shares: Shares withheld upon vesting of restricted stock units to satisfy tax withholding obligations. Read SEC document |
| January 03, 2023 Filed Jan 5, 2023 21:56 UTC | WELLTOWER INC. WELL · Entity 2853 | GrantOther Stock Units · Derivative | 15,562 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-23-001919 · doc4.xml · derivative · entry 5 Mcqueen Matthew Grant · CIK 0001698645 · EVP, Gen.Counsel & Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,562 Underlying: Common · 15,562 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 21:56 UTC | WELLTOWER INC. WELL · Entity 2853 | GrantOption Units · Derivative | 7,685 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-23-001919 · doc4.xml · derivative · entry 4 Mcqueen Matthew Grant · CIK 0001698645 · EVP, Gen.Counsel & Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,685 Underlying: Common · 7,685 shares Expires 2031-02-15 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 21:56 UTC | WELLTOWER INC. WELL · Entity 2853 | Disposition to issuerEmployee Stock Option (right to buy) · Derivative | 7,685 | Not disclosed Strike: $67.17 | Not disclosed |
DisclosureSEC source: 0001209191-23-001919 · doc4.xml · derivative · entry 3 Mcqueen Matthew Grant · CIK 0001698645 · EVP, Gen.Counsel & Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common · 7,685 shares Expires 2031-02-15 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 7,685 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 21:56 UTC | WELLTOWER INC. WELL · Entity 2853 | GrantLTIP Units · Derivative | 7,877 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-23-001919 · doc4.xml · derivative · entry 2 Mcqueen Matthew Grant · CIK 0001698645 · EVP, Gen.Counsel & Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,877 Underlying: Common · 7,877 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 21:56 UTC | WELLTOWER INC. WELL · Entity 2853 | Disposition to issuerCommon Stock | 7,877 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-001919 · doc4.xml · nonDerivative · entry 1 Mcqueen Matthew Grant · CIK 0001698645 · EVP, Gen.Counsel & Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 27,847 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 23:23 UTC | WELLTOWER INC. WELL · Entity 2853 | GrantCommon Stock | 93 | $60.38 | $5,614.97 |
DisclosureSEC source: 0001209191-22-062365 · doc4.xml · nonDerivative · entry 2 Mcqueen Matthew Grant · CIK 0001698645 · EVP, Gen.Counsel & Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 35,724 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 23:23 UTC | WELLTOWER INC. WELL · Entity 2853 | GrantCommon Stock | 211 | $67.46 | $14,233.22 |
DisclosureSEC source: 0001209191-22-062365 · doc4.xml · nonDerivative · entry 1 Mcqueen Matthew Grant · CIK 0001698645 · EVP, Gen.Counsel & Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 35,631 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 |
| February 15, 2022 Filed Feb 17, 2022 23:07 UTC | WELLTOWER INC. WELL · Entity 2853 | Exercise / conversionDeferred Stock Units · Derivative | 6,786 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-010947 · doc4.xml · derivative · entry 3 Mcqueen Matthew Grant · CIK 0001698645 · EVP, Gen.Counsel & Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common · 6,786 shares Expires 2022-02-15 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F2 · derivative.exercise_price: These deferred stock units were granted without cash consideration on February 14, 2019, under the Welltower Inc. 2016 Long-Term Incentive Plan. Each deferred stock unit represents a right to receive one share of common stock of Welltower Inc. at the time of vesting of the unit. The deferred stock units vested on February 15, 2022. F2 · derivative.exercise_date: These deferred stock units were granted without cash consideration on February 14, 2019, under the Welltower Inc. 2016 Long-Term Incentive Plan. Each deferred stock unit represents a right to receive one share of common stock of Welltower Inc. at the time of vesting of the unit. The deferred stock units vested on February 15, 2022. F2 · derivative.expiration_date: These deferred stock units were granted without cash consideration on February 14, 2019, under the Welltower Inc. 2016 Long-Term Incentive Plan. Each deferred stock unit represents a right to receive one share of common stock of Welltower Inc. at the time of vesting of the unit. The deferred stock units vested on February 15, 2022. F3 · derivative.underlying_shares: The reported transaction was a vesting of 6,786 deferred stock units on February 15, 2022, resulting in the issuance of 6,786 shares of common stock. No amount was payable in connection with the vesting or the common stock issuance. F2 · balance_after: These deferred stock units were granted without cash consideration on February 14, 2019, under the Welltower Inc. 2016 Long-Term Incentive Plan. Each deferred stock unit represents a right to receive one share of common stock of Welltower Inc. at the time of vesting of the unit. The deferred stock units vested on February 15, 2022. Read SEC document |
| February 15, 2022 Filed Feb 17, 2022 23:07 UTC | WELLTOWER INC. WELL · Entity 2853 | Tax withholdingCommon Stock | 3,129 | $81.16 | $253,949.64 |
DisclosureSEC source: 0001209191-22-010947 · doc4.xml · nonDerivative · entry 2 Mcqueen Matthew Grant · CIK 0001698645 · EVP, Gen.Counsel & Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 35,420 F1 · shares: Shares withheld upon vesting to satisfy tax withholding obligation. Read SEC document |
| February 15, 2022 Filed Feb 17, 2022 23:07 UTC | WELLTOWER INC. WELL · Entity 2853 | Exercise / conversionCommon Stock | 6,786 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-010947 · doc4.xml · nonDerivative · entry 1 Mcqueen Matthew Grant · CIK 0001698645 · EVP, Gen.Counsel & Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 38,549 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| January 15, 2022 Filed Jan 18, 2022 22:45 UTC | WELLTOWER INC. WELL · Entity 2853 | Tax withholdingCommon Stock | 1,138 | $87.51 | $99,586.38 |
DisclosureSEC source: 0001209191-22-003543 · doc4.xml · nonDerivative · entry 1 Mcqueen Matthew Grant · CIK 0001698645 · EVP, Gen.Counsel & Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 31,763 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 22:11 UTC | WELLTOWER INC. WELL · Entity 2853 | GrantCommon Stock | 4,953 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-003366 · doc4.xml · nonDerivative · entry 1 Mcqueen Matthew Grant · CIK 0001698645 · EVP, Gen.Counsel & Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 32,901 F1 · shares: These shares represent restricted stock units that were granted without cash consideration on January 12, 2022 under the Welltower Inc. 2016 Long-Term Incentive Plan and 2022-2024 Long-Term Incentive Program. Each restricted stock unit will be settled in common stock upon vesting in four equal installments on January 15, 2023, January 15, 2024, January 15, 2025 and January 15, 2026. F1 · price: These shares represent restricted stock units that were granted without cash consideration on January 12, 2022 under the Welltower Inc. 2016 Long-Term Incentive Plan and 2022-2024 Long-Term Incentive Program. Each restricted stock unit will be settled in common stock upon vesting in four equal installments on January 15, 2023, January 15, 2024, January 15, 2025 and January 15, 2026. Read SEC document |
| November 30, 2021 Filed Dec 2, 2021 22:02 UTC | WELLTOWER INC. WELL · Entity 2853 | GrantCommon Stock | 202 | $65.19 | $13,168.38 |
DisclosureSEC source: 0001209191-21-067637 · doc4.xml · nonDerivative · entry 3 Mcqueen Matthew Grant · CIK 0001698645 · EVP, Gen.Counsel & Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 27,948 F1 · kind: The reporting person is voluntarily reporting the acquisition of shares of the issuer's common stock 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). Read SEC document |
| August 05, 2021 Filed Dec 2, 2021 22:02 UTC | WELLTOWER INC. WELL · Entity 2853 | GiftCommon Stock | 1,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-067637 · doc4.xml · nonDerivative · entry 2 Mcqueen Matthew Grant · CIK 0001698645 · EVP, Gen.Counsel & Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 27,746 Read SEC document |
| May 28, 2021 Filed Dec 2, 2021 22:02 UTC | WELLTOWER INC. WELL · Entity 2853 | GrantCommon Stock | 149 | $53.97 | $8,041.53 |
DisclosureSEC source: 0001209191-21-067637 · doc4.xml · nonDerivative · entry 1 Mcqueen Matthew Grant · CIK 0001698645 · EVP, Gen.Counsel & Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 28,746 F1 · kind: The reporting person is voluntarily reporting the acquisition of shares of the issuer's common stock 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, 2020, the first trading day of the offering period. Read SEC document |
| February 16, 2021 Filed Feb 17, 2021 22:27 UTC | WELLTOWER INC. WELL · Entity 2853 | GrantEmployee Stock Option (right to buy) · Derivative | 10,246 | $0.00 Strike: $67.17 | $0.00 |
DisclosureSEC source: 0001209191-21-011389 · doc4.xml · derivative · entry 5 Mcqueen Matthew Grant · CIK 0001698645 · EVP, Gen.Counsel & Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,246 Underlying: Common Stock · 10,246 shares Expires 2031-02-15 F5 · derivative.exercise_date: The options vests in four equal installments beginning on January 15, 2022. Read SEC document |
| February 12, 2021 Filed Feb 17, 2021 22:27 UTC | WELLTOWER INC. WELL · Entity 2853 | Exercise / conversionDeferred Stock Units · Derivative | 7,908 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-011389 · doc4.xml · derivative · entry 4 Mcqueen Matthew Grant · CIK 0001698645 · EVP, Gen.Counsel & Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 7,908 shares Expires 2021-02-12 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F3 · derivative.exercise_price: These deferred stock units were granted without cash consideration on February 15, 2018, under the Welltower Inc. 2016 Long-Term Incentive Plan. Each deferred stock unit represents a right to receive one share of common stock of Welltower Inc. at the time of vesting of the unit. The deferred stock units vested on February 12, 2021. F3 · derivative.exercise_date: These deferred stock units were granted without cash consideration on February 15, 2018, under the Welltower Inc. 2016 Long-Term Incentive Plan. Each deferred stock unit represents a right to receive one share of common stock of Welltower Inc. at the time of vesting of the unit. The deferred stock units vested on February 12, 2021. F3 · derivative.expiration_date: These deferred stock units were granted without cash consideration on February 15, 2018, under the Welltower Inc. 2016 Long-Term Incentive Plan. Each deferred stock unit represents a right to receive one share of common stock of Welltower Inc. at the time of vesting of the unit. The deferred stock units vested on February 12, 2021. F4 · derivative.underlying_shares: The reported transaction was a vesting of 7,908 deferred stock units on February 12, 2021, resulting in the issuance of 7,908 shares of common stock. No amount was payable in connection with the vesting or the common stock issuance. F3 · balance_after: These deferred stock units were granted without cash consideration on February 15, 2018, under the Welltower Inc. 2016 Long-Term Incentive Plan. Each deferred stock unit represents a right to receive one share of common stock of Welltower Inc. at the time of vesting of the unit. The deferred stock units vested on February 12, 2021. Read SEC document |
| February 12, 2021 Filed Feb 17, 2021 22:27 UTC | WELLTOWER INC. WELL · Entity 2853 | GrantCommon Stock | 2,234 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-011389 · doc4.xml · nonDerivative · entry 3 Mcqueen Matthew Grant · CIK 0001698645 · EVP, Gen.Counsel & Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 28,597 F2 · shares: These shares represent restricted stock units that were granted without cash consideration on February 16, 2021 under the Welltower Inc. 2016 Long-Term Incentive Plan and 2021-2023 Long-Term Incentive Program. Each restricted stock unit will be settled in common stock upon vesting in four equal installments on January 15, 2022, January 15, 2023, January 15, 2024 and January 15, 2025. F2 · price: These shares represent restricted stock units that were granted without cash consideration on February 16, 2021 under the Welltower Inc. 2016 Long-Term Incentive Plan and 2021-2023 Long-Term Incentive Program. Each restricted stock unit will be settled in common stock upon vesting in four equal installments on January 15, 2022, January 15, 2023, January 15, 2024 and January 15, 2025. Read SEC document |
| February 12, 2021 Filed Feb 17, 2021 22:27 UTC | WELLTOWER INC. WELL · Entity 2853 | Tax withholdingCommon Stock | 2,519 | $67.51 | $170,057.69 |
DisclosureSEC source: 0001209191-21-011389 · doc4.xml · nonDerivative · entry 2 Mcqueen Matthew Grant · CIK 0001698645 · EVP, Gen.Counsel & Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 26,363 F1 · shares: Shares withheld upon vesting to satisfy tax withholding obligation. Read SEC document |
| February 12, 2021 Filed Feb 17, 2021 22:27 UTC | WELLTOWER INC. WELL · Entity 2853 | Exercise / conversionCommon Stock | 7,908 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-011389 · doc4.xml · nonDerivative · entry 1 Mcqueen Matthew Grant · CIK 0001698645 · EVP, Gen.Counsel & Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 28,882 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| January 15, 2021 Filed Jan 21, 2021 00:14 UTC | WELLTOWER INC. WELL · Entity 2853 | Tax withholdingCommon Stock | 1,132 | $64.25 | $72,731.00 |
DisclosureSEC source: 0001209191-21-004540 · doc4.xml · nonDerivative · entry 1 Mcqueen Matthew Grant · CIK 0001698645 · EVP, Gen.Counsel & Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,974 F1 · shares: Shares withheld upon vesting of restricted stock to satisfy tax withholding obligations. Read SEC document |
| December 31, 2020 Filed Jan 5, 2021 22:00 UTC | WELLTOWER INC. WELL · Entity 2853 | Exercise / conversionDeferred Stock Units · Derivative | 1,889 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-001235 · doc4.xml · derivative · entry 3 Mcqueen Matthew Grant · CIK 0001698645 · EVP, Gen.Counsel & Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common · 1,889 shares Expires 2020-12-31 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F2 · derivative.exercise_price: These deferred stock units were granted without cash consideration on August 1, 2017, under the Welltower Inc. 2016 Long-Term Incentive Plan. Each deferred stock unit represents a right to receive one share of common stock of Welltower Inc. at the time of vesting of the unit. These deferred stock units vest in two installments with 1,892 units having vested on February 14, 2020 and 1,889 units having vested on December 31, 2020. F2 · derivative.exercise_date: These deferred stock units were granted without cash consideration on August 1, 2017, under the Welltower Inc. 2016 Long-Term Incentive Plan. Each deferred stock unit represents a right to receive one share of common stock of Welltower Inc. at the time of vesting of the unit. These deferred stock units vest in two installments with 1,892 units having vested on February 14, 2020 and 1,889 units having vested on December 31, 2020. F2 · derivative.expiration_date: These deferred stock units were granted without cash consideration on August 1, 2017, under the Welltower Inc. 2016 Long-Term Incentive Plan. Each deferred stock unit represents a right to receive one share of common stock of Welltower Inc. at the time of vesting of the unit. These deferred stock units vest in two installments with 1,892 units having vested on February 14, 2020 and 1,889 units having vested on December 31, 2020. F3 · derivative.underlying_shares: The reported transaction was a vesting of 1,889 deferred stock units on December 31, 2020, resulting in the issuance of 1,889 shares of common stock. No amount was payable in connection with the vesting or the common stock issuance. F2 · balance_after: These deferred stock units were granted without cash consideration on August 1, 2017, under the Welltower Inc. 2016 Long-Term Incentive Plan. Each deferred stock unit represents a right to receive one share of common stock of Welltower Inc. at the time of vesting of the unit. These deferred stock units vest in two installments with 1,892 units having vested on February 14, 2020 and 1,889 units having vested on December 31, 2020. F3 · balance_after: The reported transaction was a vesting of 1,889 deferred stock units on December 31, 2020, resulting in the issuance of 1,889 shares of common stock. No amount was payable in connection with the vesting or the common stock issuance. Read SEC document |
| December 31, 2020 Filed Jan 5, 2021 22:00 UTC | WELLTOWER INC. WELL · Entity 2853 | Tax withholdingCommon Stock | 684 | $64.62 | $44,200.08 |
DisclosureSEC source: 0001209191-21-001235 · doc4.xml · nonDerivative · entry 2 Mcqueen Matthew Grant · CIK 0001698645 · EVP, Gen.Counsel & Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 22,106 F1 · shares: Shares withheld upon vesting to satisfy tax withholding obligation. Read SEC document |
| December 31, 2020 Filed Jan 5, 2021 22:00 UTC | WELLTOWER INC. WELL · Entity 2853 | Exercise / conversionCommon Stock | 1,889 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-001235 · doc4.xml · nonDerivative · entry 1 Mcqueen Matthew Grant · CIK 0001698645 · EVP, Gen.Counsel & Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 22,790 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.