Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| WELLTOWER INC.WELL · Entity 2853 | SVP, Chief Accounting 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 |
|---|---|---|---|
| LTIP UnitsSEC Table II · derivative / convertible security | Direct | 8,605 |
Reported balance
After 2026-02-13 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2026-02-13 · Grant · Acquired 8,605 · Balance 8,605 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 8,605 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 | 9,381 |
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 9,381 · Balance 9,381 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 9,381 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 | 1,942 |
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 1,942 · Balance 1,942 F5: These LTIP Units were originally granted without cash consideration to the reporting person on June 24, 2024. F6: The reported transaction was a vesting of 1,942 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 | 19,928 |
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 19,928 · Balance 19,928 F7: 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 8,605 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 9,381 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: These LTIP Units were originally granted without cash consideration to the reporting person on June 24, 2024.
F6: The reported transaction was a vesting of 1,942 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.
F7: 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 21:40 UTC | WELLTOWER INC. WELL · Entity 2853 | GrantOther Stock Units · Derivative | 19,928 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001193125-26-057225 · ownership.xml · derivative · entry 4 Fieweger Joshua · CIK 0001734865 · SVP, Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 19,928 Underlying: Common · 19,928 shares Expires not disclosed F7 · 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. F7 · 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. F7 · 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. F7 · 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. F7 · 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 21:40 UTC | WELLTOWER INC. WELL · Entity 2853 | GrantLTIP Units · Derivative | 1,942 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001193125-26-057225 · ownership.xml · derivative · entry 3 Fieweger Joshua · CIK 0001734865 · SVP, Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,942 Underlying: Common · 1,942 shares Expires not disclosed F5 · derivative.exercise_price: These LTIP Units were originally granted without cash consideration to the reporting person on June 24, 2024. F6 · price: The reported transaction was a vesting of 1,942 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 · derivative.exercise_date: These LTIP Units were originally granted without cash consideration to the reporting person on June 24, 2024. F5 · derivative.expiration_date: These LTIP Units were originally granted without cash consideration to the reporting person on June 24, 2024. F6 · derivative.underlying_shares: The reported transaction was a vesting of 1,942 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 21:40 UTC | WELLTOWER INC. WELL · Entity 2853 | GrantLTIP Units · Derivative | 9,381 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001193125-26-057225 · ownership.xml · derivative · entry 2 Fieweger Joshua · CIK 0001734865 · SVP, Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 9,381 Underlying: Common · 9,381 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 9,381 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 9,381 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 21:40 UTC | WELLTOWER INC. WELL · Entity 2853 | GrantLTIP Units · Derivative | 8,605 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001193125-26-057225 · ownership.xml · derivative · entry 1 Fieweger Joshua · CIK 0001734865 · SVP, Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 8,605 Underlying: Common · 8,605 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 8,605 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 8,605 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 |
| January 15, 2026 Filed Jan 20, 2026 21:52 UTC | WELLTOWER INC. WELL · Entity 2853 | Tax withholdingCommon Stock | 124 | $188.18 | $23,334.32 |
DisclosureSEC source: 0001193125-26-016742 · ownership.xml · nonDerivative · entry 1 Fieweger Joshua · CIK 0001734865 · SVP, Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 21,269 F1 · shares: Shares withheld upon vesting of restricted stock units to satisfy tax withholding obligations. Read SEC document |
| November 28, 2025 Filed Dec 2, 2025 22:08 UTC | WELLTOWER INC. WELL · Entity 2853 | GrantCommon Stock | 53 | $131.94 | $6,992.82 |
DisclosureSEC source: 0001193125-25-305438 · ownership.xml · nonDerivative · entry 2 Fieweger Joshua · CIK 0001734865 · SVP, Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 21,393 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). F3 · 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 |
| May 30, 2025 Filed Dec 2, 2025 22:08 UTC | WELLTOWER INC. WELL · Entity 2853 | GrantCommon Stock | 124 | $113.93 | $14,127.32 |
DisclosureSEC source: 0001193125-25-305438 · ownership.xml · nonDerivative · entry 1 Fieweger Joshua · CIK 0001734865 · SVP, Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 21,340 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 21:42 UTC | WELLTOWER INC. WELL · Entity 2853 | Exercise / conversionRestricted Stock Units · Derivative | 9,248 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0000950170-25-025707 · ownership.xml · derivative · entry 3 Fieweger Joshua · CIK 0001734865 · SVP, Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 9,248 shares Expires 2025-02-18 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 performance-based restricted stock units were granted without cash consideration on January 12, 2022, under the Welltower Inc. 2022 Long-Term Incentive Plan. Each performance-based restricted stock unit represents a right to receive one share of common stock of Welltower Inc. at the time of vesting of the unit. The performance-based restricted stock units vested on February 18, 2025. F2 · derivative.exercise_date: These performance-based restricted stock units were granted without cash consideration on January 12, 2022, under the Welltower Inc. 2022 Long-Term Incentive Plan. Each performance-based restricted stock unit represents a right to receive one share of common stock of Welltower Inc. at the time of vesting of the unit. The performance-based restricted stock units vested on February 18, 2025. F2 · derivative.expiration_date: These performance-based restricted stock units were granted without cash consideration on January 12, 2022, under the Welltower Inc. 2022 Long-Term Incentive Plan. Each performance-based restricted stock unit represents a right to receive one share of common stock of Welltower Inc. at the time of vesting of the unit. The performance-based restricted stock units vested on February 18, 2025. F3 · derivative.underlying_shares: The reported transaction was a vesting of 9,248 performance-based restricted stock units on February 18, 2025, resulting in the issuance of 9,248 shares of common stock. No amount was payable in connection with the vesting or the common stock issuance. F2 · balance_after: These performance-based restricted stock units were granted without cash consideration on January 12, 2022, under the Welltower Inc. 2022 Long-Term Incentive Plan. Each performance-based restricted stock unit represents a right to receive one share of common stock of Welltower Inc. at the time of vesting of the unit. The performance-based restricted stock units vested on February 18, 2025. Read SEC document |
| February 18, 2025 Filed Feb 24, 2025 21:42 UTC | WELLTOWER INC. WELL · Entity 2853 | Tax withholdingCommon Stock | 3,809 | $149.71 | $570,245.39 |
DisclosureSEC source: 0000950170-25-025707 · ownership.xml · nonDerivative · entry 2 Fieweger Joshua · CIK 0001734865 · SVP, Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 21,216 F1 · shares: Shares withheld upon vesting to satisfy tax withholding obligation. Read SEC document |
| February 18, 2025 Filed Feb 24, 2025 21:42 UTC | WELLTOWER INC. WELL · Entity 2853 | Exercise / conversionCommon Stock | 9,248 | $149.71 | $1,384,518.08 |
DisclosureSEC source: 0000950170-25-025707 · ownership.xml · nonDerivative · entry 1 Fieweger Joshua · CIK 0001734865 · SVP, Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 25,025 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, 2025 Filed Jan 21, 2025 21:20 UTC | WELLTOWER INC. WELL · Entity 2853 | Tax withholdingCommon Stock | 204 | $126.59 | $25,824.36 |
DisclosureSEC source: 0000950170-25-007237 · ownership.xml · nonDerivative · entry 1 Fieweger Joshua · CIK 0001734865 · SVP, Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 15,777 F1 · shares: Shares withheld upon vesting of restricted stock units to satisfy tax withholding obligations. Read SEC document |
| November 29, 2024 Filed Dec 10, 2024 22:04 UTC | WELLTOWER INC. WELL · Entity 2853 | GrantCommon Stock | 85 | $104.06 | $8,845.10 |
DisclosureSEC source: 0000950170-24-135037 · ownership.xml · nonDerivative · entry 2 Fieweger Joshua · CIK 0001734865 · SVP, Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 15,981 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 22:04 UTC | WELLTOWER INC. WELL · Entity 2853 | GrantCommon Stock | 180 | $89.46 | $16,102.80 |
DisclosureSEC source: 0000950170-24-135037 · ownership.xml · nonDerivative · entry 1 Fieweger Joshua · CIK 0001734865 · SVP, Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 15,896 F1 · kind: The reporting person is voluntarily reporting the acquisition of shares pursuant to the Welltower Inc. Employee Stock Purchase Plan ("ESPP"). This transaction was exempt under both Rule 16b-3(c) and Rule 16b-3(d). F2 · price: In accordance with the ESPP these shares were purchased based on 85% of the closing stock price on December 1, 2023, the first trading day of the offering period. Read SEC document |
| February 13, 2024 Filed Feb 15, 2024 22:24 UTC | WELLTOWER INC. WELL · Entity 2853 | Exercise / conversionRestricted Stock Units · Derivative | 6,569 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0000950170-24-016021 · ownership.xml · derivative · entry 3 Fieweger Joshua · CIK 0001734865 · SVP, Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 6,569 shares Expires 2024-02-13 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 performance-based restricted stock units were granted without cash consideration on February 16, 2021, under the Welltower Inc. 2022 Long-Term Incentive Plan. Each performance-based restricted stock unit represents a right to receive one share of common stock of Welltower Inc. at the time of vesting of the unit. The performance-based restricted stock units vested on February 13, 2024. F2 · derivative.exercise_date: These performance-based restricted stock units were granted without cash consideration on February 16, 2021, under the Welltower Inc. 2022 Long-Term Incentive Plan. Each performance-based restricted stock unit represents a right to receive one share of common stock of Welltower Inc. at the time of vesting of the unit. The performance-based restricted stock units vested on February 13, 2024. F2 · derivative.expiration_date: These performance-based restricted stock units were granted without cash consideration on February 16, 2021, under the Welltower Inc. 2022 Long-Term Incentive Plan. Each performance-based restricted stock unit represents a right to receive one share of common stock of Welltower Inc. at the time of vesting of the unit. The performance-based restricted stock units vested on February 13, 2024. F3 · derivative.underlying_shares: The reported transaction was a vesting of 6,569 performance-based restricted stock units on February 13, 2024, resulting in the issuance of 6,569 shares of common stock. No amount was payable in connection with the vesting or the common stock issuance. F2 · balance_after: These performance-based restricted stock units were granted without cash consideration on February 16, 2021, under the Welltower Inc. 2022 Long-Term Incentive Plan. Each performance-based restricted stock unit represents a right to receive one share of common stock of Welltower Inc. at the time of vesting of the unit. The performance-based restricted stock units vested on February 13, 2024. Read SEC document |
| February 13, 2024 Filed Feb 15, 2024 22:24 UTC | WELLTOWER INC. WELL · Entity 2853 | Tax withholdingCommon Stock | 2,030 | $87.27 | $177,158.10 |
DisclosureSEC source: 0000950170-24-016021 · ownership.xml · nonDerivative · entry 2 Fieweger Joshua · CIK 0001734865 · SVP, Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 15,716 F1 · shares: Shares withheld upon vesting to satisfy tax withholding obligation. Read SEC document |
| February 13, 2024 Filed Feb 15, 2024 22:24 UTC | WELLTOWER INC. WELL · Entity 2853 | Exercise / conversionCommon Stock | 6,569 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-24-016021 · ownership.xml · nonDerivative · entry 1 Fieweger Joshua · CIK 0001734865 · SVP, Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 17,746 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 24, 2024 Filed Jan 25, 2024 21:54 UTC | WELLTOWER INC. WELL · Entity 2853 | GrantOther Stock Units · Derivative | 1,510 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000950170-24-007468 · ownership.xml · derivative · entry 2 Fieweger Joshua · CIK 0001734865 · SVP, Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,510 Underlying: Common · 1,510 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 21:54 UTC | WELLTOWER INC. WELL · Entity 2853 | GrantLTIP Units · Derivative | 1,510 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000950170-24-007468 · ownership.xml · derivative · entry 1 Fieweger Joshua · CIK 0001734865 · SVP, Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,510 Underlying: Common · 1,510 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 |
| January 15, 2024 Filed Jan 16, 2024 22:01 UTC | WELLTOWER INC. WELL · Entity 2853 | Tax withholdingCommon Stock | 260 | $91.93 | $23,901.80 |
DisclosureSEC source: 0001209191-24-001622 · doc4.xml · nonDerivative · entry 1 Fieweger Joshua · CIK 0001734865 · SVP, Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 11,177 F1 · shares: Shares withheld upon vesting of restricted stock units to satisfy tax withholding obligations. Read SEC document |
| November 30, 2023 Filed Dec 6, 2023 21:09 UTC | WELLTOWER INC. WELL · Entity 2853 | GrantCommon Stock | 126 | $63.42 | $7,990.79 |
DisclosureSEC source: 0001209191-23-057595 · doc4.xml · nonDerivative · entry 2 Fieweger Joshua · CIK 0001734865 · SVP, Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 11,437 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 21:09 UTC | WELLTOWER INC. WELL · Entity 2853 | GrantCommon Stock | 219 | $60.34 | $13,214.90 |
DisclosureSEC source: 0001209191-23-057595 · doc4.xml · nonDerivative · entry 1 Fieweger Joshua · CIK 0001734865 · SVP, Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 11,311 F1 · kind: The reporting person is voluntarily reporting the acquisition of shares pursuant to the Welltower Inc. Employee Stock Purchase Plan ("ESPP"). This transaction was both exempt under Rule 16b-3(c) and Rule 16b-3(d). F2 · price: In accordance with the ESPP these shares were purchased based on 85% of the closing stock price on December 1, 2022, the first trading day of the offering period. Read SEC document |
| February 23, 2023 Filed Feb 27, 2023 21:46 UTC | WELLTOWER INC. WELL · Entity 2853 | GrantOther Stock Units · Derivative | 3,657 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-23-013206 · doc4.xml · derivative · entry 3 Fieweger Joshua · CIK 0001734865 · SVP, Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,657 Underlying: Common · 3,657 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 21:46 UTC | WELLTOWER INC. WELL · Entity 2853 | GrantLTIP Units · Derivative | 1,576 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-23-013206 · doc4.xml · derivative · entry 2 Fieweger Joshua · CIK 0001734865 · SVP, Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,576 Underlying: Common · 1,576 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 21:46 UTC | WELLTOWER INC. WELL · Entity 2853 | GrantLTIP Units · Derivative | 2,081 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-23-013206 · doc4.xml · derivative · entry 1 Fieweger Joshua · CIK 0001734865 · SVP, Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,081 Underlying: Common · 2,081 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 2,081 LTIP Units on February 23, 2023, which were converted into OP Units 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 2,081 LTIP Units on February 23, 2023, which were converted into OP Units 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 22:22 UTC | WELLTOWER INC. WELL · Entity 2853 | Tax withholdingCommon Stock | 315 | $71.15 | $22,412.25 |
DisclosureSEC source: 0001209191-23-003805 · doc4.xml · nonDerivative · entry 1 Fieweger Joshua · CIK 0001734865 · SVP, Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,092 F1 · shares: Shares withheld upon vesting of restricted stock units to satisfy tax withholding obligations. Read SEC document |
| November 30, 2022 Filed Dec 21, 2022 23:20 UTC | WELLTOWER INC. WELL · Entity 2853 | GrantCommon Stock | 108 | $60.38 | $6,520.61 |
DisclosureSEC source: 0001209191-22-062363 · doc4.xml · nonDerivative · entry 2 Fieweger Joshua · CIK 0001734865 · SVP, Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,407 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 first trading day of the offering period. Read SEC document |
| May 31, 2022 Filed Dec 21, 2022 23:20 UTC | WELLTOWER INC. WELL · Entity 2853 | GrantCommon Stock | 195 | $67.46 | $13,153.92 |
DisclosureSEC source: 0001209191-22-062363 · doc4.xml · nonDerivative · entry 1 Fieweger Joshua · CIK 0001734865 · SVP, Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,299 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 23:28 UTC | WELLTOWER INC. WELL · Entity 2853 | Exercise / conversionDeferred Stock Units · Derivative | 1,612 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-010986 · doc4.xml · derivative · entry 3 Fieweger Joshua · CIK 0001734865 · Senior President, Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 1,612 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 1,612 deferred stock units on February 15, 2022, resulting in the issuance of 1,612 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 23:28 UTC | WELLTOWER INC. WELL · Entity 2853 | Tax withholdingCommon Stock | 493 | $81.16 | $40,011.88 |
DisclosureSEC source: 0001209191-22-010986 · doc4.xml · nonDerivative · entry 2 Fieweger Joshua · CIK 0001734865 · Senior President, Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,163 F1 · shares: Shares withheld upon vesting to satisfy tax withholding obligation. Read SEC document |
| February 15, 2022 Filed Feb 17, 2022 23:28 UTC | WELLTOWER INC. WELL · Entity 2853 | Exercise / conversionCommon Stock | 1,612 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-010986 · doc4.xml · nonDerivative · entry 1 Fieweger Joshua · CIK 0001734865 · Senior President, Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,656 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 24, 2022 Filed Jan 26, 2022 23:52 UTC | WELLTOWER INC. WELL · Entity 2853 | GrantCommon Stock | 1,386 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-005114 · doc4.xml · nonDerivative · entry 1 Fieweger Joshua · CIK 0001734865 · Senior President, Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,044 F1 · shares: These shares represent restricted stock units that were granted without cash consideration on January 24, 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 24, 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 |
| January 15, 2022 Filed Jan 18, 2022 22:36 UTC | WELLTOWER INC. WELL · Entity 2853 | Tax withholdingCommon Stock | 310 | $87.51 | $27,128.10 |
DisclosureSEC source: 0001209191-22-003539 · doc4.xml · nonDerivative · entry 1 Fieweger Joshua · CIK 0001734865 · Senior President, Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,658 F1 · shares: Shares withheld upon vesting of restricted stock units to satisfy tax withholding obligations. Read SEC document |
| November 30, 2021 Filed Dec 2, 2021 21:59 UTC | WELLTOWER INC. WELL · Entity 2853 | GrantCommon Stock | 77 | $65.19 | $5,019.63 |
DisclosureSEC source: 0001209191-21-067632 · doc4.xml · nonDerivative · entry 2 Fieweger Joshua · CIK 0001734865 · Senior President, Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,968 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). F3 · price: In accordance with the ESPP these shares were purchased based on 85% of the closing stock price on June 1, 2021, the first trading day of the offering period. Read SEC document |
| May 28, 2021 Filed Dec 2, 2021 21:59 UTC | WELLTOWER INC. WELL · Entity 2853 | GrantCommon Stock | 300 | $53.97 | $16,191.00 |
DisclosureSEC source: 0001209191-21-067632 · doc4.xml · nonDerivative · entry 1 Fieweger Joshua · CIK 0001734865 · Senior President, Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,891 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 |
| March 23, 2021 Filed Mar 24, 2021 21:06 UTC | WELLTOWER INC. WELL · Entity 2853 | Tax withholdingCommon Stock | 59 | $70.99 | $4,188.41 |
DisclosureSEC source: 0001209191-21-022879 · doc4.xml · nonDerivative · entry 1 Fieweger Joshua · CIK 0001734865 · Senior President, Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,591 F1 · shares: Shares withheld upon vesting of restricted stock to satisfy tax withholding obligation. Read SEC document |
| March 23, 2021 Filed Mar 29, 2022 00:29 UTC | WELLTOWER INC. WELL · Entity 2853 | Tax withholdingCommon Stock | 59 | $92.83 | $5,476.97 |
DisclosureSEC source: 0001209191-22-021392 · doc4.xml · nonDerivative · entry 1 Fieweger Joshua · CIK 0001734865 · Senior President, Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,104 F1 · shares: Shares withheld upon vesting of restricted stock to satisfy tax withholding obligation. Read SEC document |
| February 16, 2021 Filed Feb 18, 2021 22:53 UTC | WELLTOWER INC. WELL · Entity 2853 | GrantEmployee Stock Option (right to buy) · Derivative | 4,099 | $0.00 Strike: $67.17 | $0.00 |
DisclosureSEC source: 0001209191-21-012027 · doc4.xml · derivative · entry 2 Fieweger Joshua · CIK 0001734865 · Senior President, Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,099 Underlying: Common Stock · 4,099 shares Expires 2031-02-15 F2 · derivative.exercise_date: These options were granted without cash consideration on February 16, 2021 under the Welltower Inc. 2016 Long-Term Incentive Plan. The options vest in four equal installments on January 15, 2022, January 15, 2023, January 15, 2024 and January 15, 2025. Read SEC document |
| February 16, 2021 Filed Feb 18, 2021 22:53 UTC | WELLTOWER INC. WELL · Entity 2853 | GrantCommon Stock | 894 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-012027 · doc4.xml · nonDerivative · entry 1 Fieweger Joshua · CIK 0001734865 · Senior President, Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,650 F1 · shares: These shares represent restricted stock units that were granted without cash consideration on February 16, 2021 under the Welltower Inc. 2016 Long-Term Incentive Plan and 2021-2023 Long-Term Incentive Program. Each restricted stock unit will be settled in common stock upon vesting in four equal installments on January 15, 2022, January 15, 2023, January 15, 2024 and January 15, 2025. F1 · price: These shares represent restricted stock units that were granted without cash consideration on February 16, 2021 under the Welltower Inc. 2016 Long-Term Incentive Plan and 2021-2023 Long-Term Incentive Program. Each restricted stock unit will be settled in common stock upon vesting in four equal installments on January 15, 2022, January 15, 2023, January 15, 2024 and January 15, 2025. Read SEC document |
| February 12, 2021 Filed Feb 17, 2021 22:31 UTC | WELLTOWER INC. WELL · Entity 2853 | Exercise / conversionDeferred Stock Units · Derivative | 748 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-011395 · doc4.xml · derivative · entry 3 Fieweger Joshua · CIK 0001734865 · Senior President, Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 748 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. F2 · 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. F2 · 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. F2 · 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. F3 · derivative.underlying_shares: The reported transaction was a vesting of 748 deferred stock units on February 12, 2021, resulting in the issuance of 748 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 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 22:31 UTC | WELLTOWER INC. WELL · Entity 2853 | Tax withholdingCommon Stock | 228 | $67.51 | $15,392.28 |
DisclosureSEC source: 0001209191-21-011395 · doc4.xml · nonDerivative · entry 2 Fieweger Joshua · CIK 0001734865 · Senior President, Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,756 F1 · shares: Shares withheld upon vesting to satisfy tax withholding obligation. Read SEC document |
| February 12, 2021 Filed Feb 17, 2021 22:31 UTC | WELLTOWER INC. WELL · Entity 2853 | Exercise / conversionCommon Stock | 748 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-011395 · doc4.xml · nonDerivative · entry 1 Fieweger Joshua · CIK 0001734865 · Senior President, Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,984 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 00:16 UTC | WELLTOWER INC. WELL · Entity 2853 | Tax withholdingCommon Stock | 345 | $64.25 | $22,166.25 |
DisclosureSEC source: 0001209191-21-004542 · doc4.xml · nonDerivative · entry 1 Fieweger Joshua · CIK 0001734865 · Senior President, Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,236 F1 · shares: Shares withheld upon vesting of restricted stock to satisfy tax withholding obligations. Read SEC document |
| December 31, 2020 Filed Jan 5, 2021 22:02 UTC | WELLTOWER INC. WELL · Entity 2853 | Exercise / conversionDeferred Stock Units · Derivative | 238 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-001242 · doc4.xml · derivative · entry 3 Fieweger Joshua · CIK 0001734865 · Senior President, Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common · 238 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 November 1, 2017, under the Welltower Inc. 2016 Long-Term Incentive Plan. Each deferred stock unit represents a right to receive one share of common stock of Welltower Inc. at the time of vesting of the unit. These deferred stock units vest in two installments with 243 units having vested on February 14, 2020 and 238 units having vested on December 31, 2020. F2 · derivative.exercise_date: These deferred stock units were granted without cash consideration on November 1, 2017, under the Welltower Inc. 2016 Long-Term Incentive Plan. Each deferred stock unit represents a right to receive one share of common stock of Welltower Inc. at the time of vesting of the unit. These deferred stock units vest in two installments with 243 units having vested on February 14, 2020 and 238 units having vested on December 31, 2020. F2 · derivative.expiration_date: These deferred stock units were granted without cash consideration on November 1, 2017, under the Welltower Inc. 2016 Long-Term Incentive Plan. Each deferred stock unit represents a right to receive one share of common stock of Welltower Inc. at the time of vesting of the unit. These deferred stock units vest in two installments with 243 units having vested on February 14, 2020 and 238 units having vested on December 31, 2020. F3 · derivative.underlying_shares: The reported transaction was a vesting of 238 deferred stock units on December 31, 2020, resulting in the issuance of 238 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 November 1, 2017, under the Welltower Inc. 2016 Long-Term Incentive Plan. Each deferred stock unit represents a right to receive one share of common stock of Welltower Inc. at the time of vesting of the unit. These deferred stock units vest in two installments with 243 units having vested on February 14, 2020 and 238 units having vested on December 31, 2020. Read SEC document |
| December 31, 2020 Filed Jan 5, 2021 22:02 UTC | WELLTOWER INC. WELL · Entity 2853 | Tax withholdingCommon Stock | 86 | $64.62 | $5,557.32 |
DisclosureSEC source: 0001209191-21-001242 · doc4.xml · nonDerivative · entry 2 Fieweger Joshua · CIK 0001734865 · Senior President, Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,581 F1 · shares: Shares withheld upon vesting to satisfy tax withholding obligation. Read SEC document |
| December 31, 2020 Filed Jan 5, 2021 22:02 UTC | WELLTOWER INC. WELL · Entity 2853 | Exercise / conversionCommom Stock | 238 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-001242 · doc4.xml · nonDerivative · entry 1 Fieweger Joshua · CIK 0001734865 · Senior President, Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,667 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| May 31, 2020 Filed Dec 3, 2020 22:37 UTC | WELLTOWER INC. WELL · Entity 2853 | GrantCommon Stock | 300 | $43.07 | $12,921.00 |
DisclosureSEC source: 0001209191-20-061565 · doc4.xml · nonDerivative · entry 1 Fieweger Joshua · CIK 0001734865 · Senior President, Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,429 F1 · kind: The reporting person is voluntary reporting the acquisition of shares of the issuer's common stock pursuant to the Welltower Inc. Employee Stock Purchase Plan ("ESPP"). This transaction was 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 May 31, 2020, the last trading day of the offering period. Read SEC document |
| March 23, 2020 Filed Mar 24, 2020 22:07 UTC | WELLTOWER INC. WELL · Entity 2853 | Tax withholdingCommon Stock | 58 | $43.49 | $2,522.42 |
DisclosureSEC source: 0001209191-20-020994 · doc4.xml · nonDerivative · entry 1 Fieweger Joshua · CIK 0001734865 · Vice President, Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,129 F1 · shares: Shares withheld upon vesting of restricted stock to satisfy tax withholding obligation. Read SEC document |
| February 14, 2020 Filed Feb 19, 2020 22:29 UTC | WELLTOWER INC. WELL · Entity 2853 | Exercise / conversionDeferred Stock Units · Derivative | 243 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-010718 · doc4.xml · derivative · entry 4 Fieweger Joshua · CIK 0001734865 · Vice President, Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 238 Underlying: Common · 243 shares Expires 2020-02-14 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F3 · derivative.exercise_price: These deferred stock units were granted without cash consideration on November 1, 2017, under the Welltower Inc. 2016 Long-Term Incentive Plan. Each deferred stock unit represents a right to receive one share of common stock of Welltower Inc. at the time of vesting of the unit. These deferred stock units vest in two installments with 243 units having vested on February 14, 2020 and 238 units vesting on December 31, 2020. F3 · derivative.exercise_date: These deferred stock units were granted without cash consideration on November 1, 2017, under the Welltower Inc. 2016 Long-Term Incentive Plan. Each deferred stock unit represents a right to receive one share of common stock of Welltower Inc. at the time of vesting of the unit. These deferred stock units vest in two installments with 243 units having vested on February 14, 2020 and 238 units vesting on December 31, 2020. F3 · derivative.expiration_date: These deferred stock units were granted without cash consideration on November 1, 2017, under the Welltower Inc. 2016 Long-Term Incentive Plan. Each deferred stock unit represents a right to receive one share of common stock of Welltower Inc. at the time of vesting of the unit. These deferred stock units vest in two installments with 243 units having vested on February 14, 2020 and 238 units vesting on December 31, 2020. F4 · derivative.underlying_shares: The reported transaction was a vesting of 243 deferred stock units on February 14, 2020, resulting in the issuance of 243 shares of common stock. No amount was payable in connection with the vesting or the common stock issuance. F3 · balance_after: These deferred stock units were granted without cash consideration on November 1, 2017, under the Welltower Inc. 2016 Long-Term Incentive Plan. Each deferred stock unit represents a right to receive one share of common stock of Welltower Inc. at the time of vesting of the unit. These deferred stock units vest in two installments with 243 units having vested on February 14, 2020 and 238 units vesting on December 31, 2020. Read SEC document |
| February 14, 2020 Filed Feb 19, 2020 22:29 UTC | WELLTOWER INC. WELL · Entity 2853 | GrantCommon Stock | 624 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-010718 · doc4.xml · nonDerivative · entry 3 Fieweger Joshua · CIK 0001734865 · Vice President, Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,187 F2 · shares: These shares represent restricted stock units that were granted without cash consideration on February 14, 2020 under the Welltower Inc. 2016 Long-Term Incentive Plan and 2020-2022 Long-Term Incentive Program. Each restricted stock unit will be settled in common stock upon vesting in four equal installments on January 15, 2021, January 15, 2022, January 15, 2023 and January 15, 2024. F2 · price: These shares represent restricted stock units that were granted without cash consideration on February 14, 2020 under the Welltower Inc. 2016 Long-Term Incentive Plan and 2020-2022 Long-Term Incentive Program. Each restricted stock unit will be settled in common stock upon vesting in four equal installments on January 15, 2021, January 15, 2022, January 15, 2023 and January 15, 2024. Read SEC document |
| February 14, 2020 Filed Feb 19, 2020 22:29 UTC | WELLTOWER INC. WELL · Entity 2853 | Tax withholdingCommon Stock | 72 | $89.32 | $6,431.04 |
DisclosureSEC source: 0001209191-20-010718 · doc4.xml · nonDerivative · entry 2 Fieweger Joshua · CIK 0001734865 · Vice President, Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,563 F1 · shares: Shares withheld upon vesting to satisfy tax withholding obligation. 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.