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 14, 2020 Filed Feb 19, 2020 22:29 UTC | WELLTOWER INC. WELL · Entity 2853 | Exercise / conversionCommom Stock | 243 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-010718 · doc4.xml · nonDerivative · entry 1 Fieweger Joshua · CIK 0001734865 · Vice President, Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,635 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| January 15, 2020 Filed Jan 17, 2020 21:53 UTC | WELLTOWER INC. WELL · Entity 2853 | Tax withholdingCommon Stock | 408 | $84.95 | $34,659.60 |
DisclosureSEC source: 0001209191-20-004050 · doc4.xml · nonDerivative · entry 1 Fieweger Joshua · CIK 0001734865 · Vice President, Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,392 F1 · shares: Shares withheld upon vesting of restricted stock to satisfy tax withholding obligations. Read SEC document |
| December 31, 2019 Filed Jan 3, 2020 22:00 UTC | WELLTOWER INC. WELL · Entity 2853 | Exercise / conversionDeferred Stock Units · Derivative | 290 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-001153 · doc4.xml · derivative · entry 3 Fieweger Joshua · CIK 0001734865 · Vice President, Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common · 290 shares Expires 2019-12-31 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. 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 290 units having vested on February 7, 2019 and 290 units having vested on December 31, 2019. 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 290 units having vested on February 7, 2019 and 290 units having vested on December 31, 2019. 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 290 units having vested on February 7, 2019 and 290 units having vested on December 31, 2019. F3 · derivative.underlying_shares: The reported transaction was a vesting of 290 deferred stock units on December 31, 2019, resulting in the issuance of 290 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 290 units having vested on February 7, 2019 and 290 units having vested on December 31, 2019. Read SEC document |
| December 31, 2019 Filed Jan 3, 2020 22:00 UTC | WELLTOWER INC. WELL · Entity 2853 | Tax withholdingCommon Stock | 103 | $81.78 | $8,423.34 |
DisclosureSEC source: 0001209191-20-001153 · doc4.xml · nonDerivative · entry 2 Fieweger Joshua · CIK 0001734865 · Vice President, Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,800 F1 · shares: Shares withheld upon vesting to satisfy tax withholding obligation. Read SEC document |
| December 31, 2019 Filed Jan 3, 2020 22:00 UTC | WELLTOWER INC. WELL · Entity 2853 | Exercise / conversionCommom Stock | 290 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-001153 · doc4.xml · nonDerivative · entry 1 Fieweger Joshua · CIK 0001734865 · Vice President, Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,903 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| November 29, 2019 Filed Dec 9, 2019 21:50 UTC | WELLTOWER INC. WELL · Entity 2853 | GrantCommon Stock | 31 | $69.71 | $2,160.98 |
DisclosureSEC source: 0001209191-19-059698 · doc4.xml · nonDerivative · entry 2 Fieweger Joshua · CIK 0001734865 · Vice President, Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,613 F1 · kind: The reporting is voluntary reporting the acquisition of shares of the issuer's common stock pursuant to the Welltower Inc. Employee Stock Purchase Plan ("ESPP"). These transactions were both exempt under Rule 16b-3(c) and Rule 16b-3(d). F3 · price: In accordance with the ESPP these shares were purchased based on 85% of the closing stock price on June 3, 2019, the first trading day of the offering period. Read SEC document |
| May 31, 2019 Filed Dec 9, 2019 21:50 UTC | WELLTOWER INC. WELL · Entity 2853 | GrantCommon Stock | 309 | $61.75 | $19,081.68 |
DisclosureSEC source: 0001209191-19-059698 · doc4.xml · nonDerivative · entry 1 Fieweger Joshua · CIK 0001734865 · Vice President, Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,582 F1 · kind: The reporting is voluntary reporting the acquisition of shares of the issuer's common stock pursuant to the Welltower Inc. Employee Stock Purchase Plan ("ESPP"). These transactions were both exempt under Rule 16b-3(c) and Rule 16b-3(d). F2 · price: In accordance with the ESPP these shares were purchased based on 85% of the closing stock price on May 31, 2019, the last trading day of the offering period. Read SEC document |
| March 23, 2019 Filed Mar 26, 2019 20:55 UTC | WELLTOWER INC. WELL · Entity 2853 | Tax withholdingCommon Stock | 58 | $77.82 | $4,513.56 |
DisclosureSEC source: 0001209191-19-021339 · doc4.xml · nonDerivative · entry 1 Fieweger Joshua · CIK 0001734865 · Vice President, Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,273 F1 · shares: Shares withheld upon vesting of restricted stock to satisfy tax withholding obligation. Read SEC document |
| February 14, 2019 Filed Feb 19, 2019 23:24 UTC | WELLTOWER INC. WELL · Entity 2853 | GrantCommon Stock | 614 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-19-011296 · doc4.xml · nonDerivative · entry 1 Fieweger Joshua · CIK 0001734865 · Vice President, Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,331 F1 · shares: These shares represent restricted stock units that were granted without cash consideration on February 14, 2019 under the Welltower Inc. 2016 Long-Term Incentive Plan and 2019-2021 Long-Term Incentive Program. Each restricted stock unit will be settled in common stock upon vesting in four equal installments on January 15, 2020, January 15, 2021, January 15, 2022 and January 15, 2023. F1 · price: These shares represent restricted stock units that were granted without cash consideration on February 14, 2019 under the Welltower Inc. 2016 Long-Term Incentive Plan and 2019-2021 Long-Term Incentive Program. Each restricted stock unit will be settled in common stock upon vesting in four equal installments on January 15, 2020, January 15, 2021, January 15, 2022 and January 15, 2023. Read SEC document |
| February 07, 2019 Filed Feb 11, 2019 23:19 UTC | WELLTOWER INC. WELL · Entity 2853 | Exercise / conversionDeferred Stock Units · Derivative | 290 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001209191-19-009099 · doc4.xml · derivative · entry 3 Fieweger Joshua · CIK 0001734865 · Vice President, Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 290 Underlying: Common · 290 shares Expires 2019-02-07 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F2 · derivative.exercise_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 290 units having vested on February 7, 2019 and 290 units vesting on December 31, 2019. 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 290 units having vested on February 7, 2019 and 290 units vesting on December 31, 2019. 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 290 units having vested on February 7, 2019 and 290 units vesting on December 31, 2019. F3 · derivative.underlying_shares: The reported transaction was a vesting of 290 deferred stock units on February 7, 2019, resulting in the issuance of 290 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 290 units having vested on February 7, 2019 and 290 units vesting on December 31, 2019. Read SEC document |
| February 07, 2019 Filed Feb 11, 2019 23:19 UTC | WELLTOWER INC. WELL · Entity 2853 | Tax withholdingCommon Stock | 103 | $77.05 | $7,936.15 |
DisclosureSEC source: 0001209191-19-009099 · doc4.xml · nonDerivative · entry 2 Fieweger Joshua · CIK 0001734865 · Vice President, Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,717 F1 · shares: Shares withheld upon vesting to satisfy tax withholding obligation. Read SEC document |
| February 07, 2019 Filed Feb 11, 2019 23:19 UTC | WELLTOWER INC. WELL · Entity 2853 | Exercise / conversionCommom Stock | 290 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-19-009099 · doc4.xml · nonDerivative · entry 1 Fieweger Joshua · CIK 0001734865 · Vice President, Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,820 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, 2019 Filed Jan 17, 2019 22:48 UTC | WELLTOWER INC. WELL · Entity 2853 | Tax withholdingCommon Stock | 397 | $72.39 | $28,738.83 |
DisclosureSEC source: 0001209191-19-004353 · doc4.xml · nonDerivative · entry 1 Fieweger Joshua · CIK 0001734865 · Vice President, Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,530 F1 · shares: Shares withheld upon vesting of restricted stock to satisfy tax withholding obligations. Read SEC document |
| November 30, 2018 Filed Dec 10, 2018 21:51 UTC | WELLTOWER INC. WELL · Entity 2853 | GrantCommon Stock | 99 | $49.32 | $4,882.38 |
DisclosureSEC source: 0001209191-18-061802 · doc4.xml · nonDerivative · entry 2 Fieweger Joshua · CIK 0001734865 · Vice President, Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,927 F1 · security: The reporting is voluntary reporting the acquisition of shares of the issuer's common stock pursuant to the Welltower Inc. Employee Stock Purchase Plan ("ESPP"). These transactions were both exempt under Rule 16b-3(c) and Rule 16b-3(d). F3 · shares: In accordance with the ESPP these shares were purchased based on 85% of the closing stock price on June 1, 2018, the first trading day of the offering period. Read SEC document |
| May 31, 2018 Filed Dec 10, 2018 21:51 UTC | WELLTOWER INC. WELL · Entity 2853 | GrantCommon Stock | 283 | $49.00 | $13,867.85 |
DisclosureSEC source: 0001209191-18-061802 · doc4.xml · nonDerivative · entry 1 Fieweger Joshua · CIK 0001734865 · Vice President, Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,828 F1 · security: The reporting is voluntary reporting the acquisition of shares of the issuer's common stock pursuant to the Welltower Inc. Employee Stock Purchase Plan ("ESPP"). These transactions were both exempt under Rule 16b-3(c) and Rule 16b-3(d). F2 · shares: In accordance with the ESPP these shares were purchased based on 85% of the closing stock price on May 31, 2018, the last trading day of the offering period. Read SEC document |
| March 23, 2018 Filed Mar 27, 2018 20:48 UTC | WELLTOWER INC. WELL · Entity 2853 | GrantCommon Stock | 769 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-021746 · doc4.xml · nonDerivative · entry 1 Fieweger Joshua · CIK 0001734865 · Vice President, Controller 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,545 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.