Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| FEDERAL HOME LOAN MORTGAGE CORPFMCC · Entity 4123 | CEO | September 10, 2024 | September 17, 2024 |
| WELLTOWER INC.WELL · Entity 2853 | Director | March 01, 2024 | March 05, 2024 |
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.
FEDERAL HOME LOAN MORTGAGE CORP
Report date September 10, 2024 · Filed September 17, 2024
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| No Securities OwnedSEC Table I · non-derivative | Direct | 0 |
Reported balance
Holding disclosure · report date 2024-09-10 · row 1
Holding and transaction disclosures are not merged.
1 source rowRow 1 · Balance 0 |
WELLTOWER INC.
Report date March 01, 2024 · Filed March 05, 2024
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 10,773 |
Reported balance
After 2024-03-01 transaction · row 1
1 source rowRow 1 · 2024-03-01 · Grant · Acquired 2,157 · Balance 10,773 F1: These shares represent deferred stock units that were granted without cash consideration on March 1, 2024 under the Welltower Inc. 2022 Long-Term Incentive Plan. Each deferred stock unit will be settled in common stock upon vesting on March 1, 2025. |
Filing footnotes · ownership attribution and instrument terms
F1: These shares represent deferred stock units that were granted without cash consideration on March 1, 2024 under the Welltower Inc. 2022 Long-Term Incentive Plan. Each deferred stock unit will be settled in common stock upon vesting on March 1, 2025.
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 |
|---|---|---|---|---|---|---|
| March 01, 2024 Filed Mar 5, 2024 02:44 UTC | WELLTOWER INC. WELL · Entity 2853 | GrantCommon Stock | 2,157 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-24-025291 · ownership.xml · nonDerivative · entry 1 Reid Diana · CIK 0001818248 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 10,773 F1 · date: These shares represent deferred stock units that were granted without cash consideration on March 1, 2024 under the Welltower Inc. 2022 Long-Term Incentive Plan. Each deferred stock unit will be settled in common stock upon vesting on March 1, 2025. F1 · shares: These shares represent deferred stock units that were granted without cash consideration on March 1, 2024 under the Welltower Inc. 2022 Long-Term Incentive Plan. Each deferred stock unit will be settled in common stock upon vesting on March 1, 2025. Read SEC document |
| February 23, 2023 Filed Feb 27, 2023 22:10 UTC | WELLTOWER INC. WELL · Entity 2853 | GrantCommon Stock | 2,627 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-013269 · doc4.xml · nonDerivative · entry 1 Reid Diana · CIK 0001818248 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,616 F1 · shares: These shares represent deferred stock units that were granted without cash consideration on February 23, 2023 under the Welltower Inc. 2022 Long-Term Incentive Plan. Each deferred stock unit will be settled in common stock upon vesting on February 23, 2024. F1 · price: These shares represent deferred stock units that were granted without cash consideration on February 23, 2023 under the Welltower Inc. 2022 Long-Term Incentive Plan. Each deferred stock unit will be settled in common stock upon vesting on February 23, 2024. Read SEC document |
| March 03, 2022 Filed Mar 7, 2022 21:50 UTC | WELLTOWER INC. WELL · Entity 2853 | GrantCommon Stock | 2,050 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-016705 · doc4.xml · nonDerivative · entry 1 Reid Diana · CIK 0001818248 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,989 F1 · shares: These shares represent deferred stock units that were granted without cash consideration on March 2, 2022 under the Welltower Inc. 2016 Long-Term Incentive Plan. Each deferred stock unit will be settled in common stock upon vesting on March 3, 2023. F1 · price: These shares represent deferred stock units that were granted without cash consideration on March 2, 2022 under the Welltower Inc. 2016 Long-Term Incentive Plan. Each deferred stock unit will be settled in common stock upon vesting on March 3, 2023. Read SEC document |
| May 26, 2021 Filed May 27, 2021 20:55 UTC | WELLTOWER INC. WELL · Entity 2853 | GrantCommon Stock | 201 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-036281 · doc4.xml · nonDerivative · entry 1 Reid Diana · CIK 0001818248 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,939 F1 · shares: These shares represent deferred stock units that were granted without cash consideration on May 26, 2021 under the Welltower Inc. 2016 Long-Term Incentive Plan. Each deferred stock unit will be settled in common stock upon vesting on February 12, 2022. F1 · price: These shares represent deferred stock units that were granted without cash consideration on May 26, 2021 under the Welltower Inc. 2016 Long-Term Incentive Plan. Each deferred stock unit will be settled in common stock upon vesting on February 12, 2022. Read SEC document |
| February 12, 2021 Filed Feb 16, 2021 22:24 UTC | WELLTOWER INC. WELL · Entity 2853 | GrantCommon Stock | 2,371 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-010849 · doc4.xml · nonDerivative · entry 1 Reid Diana · CIK 0001818248 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,738 F1 · shares: These shares represent deferred stock units that were granted without cash consideration on February 12, 2021 under the Welltower Inc. 2016 Long-Term Incentive Plan. Each deferred stock unit will be settled in common stock upon vesting on the first anniversary of the grant date. F1 · price: These shares represent deferred stock units that were granted without cash consideration on February 12, 2021 under the Welltower Inc. 2016 Long-Term Incentive Plan. Each deferred stock unit will be settled in common stock upon vesting on the first anniversary of the grant date. Read SEC document |
| July 23, 2020 Filed Jul 27, 2020 21:52 UTC | WELLTOWER INC. WELL · Entity 2853 | GrantCommon Stock | 1,367 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-043770 · doc4.xml · nonDerivative · entry 1 Reid Diana · CIK 0001818248 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,367 F1 · shares: These shares represent deferred stock units that were granted without cash consideration on July 23, 2020 under the Welltower Inc. 2016 Long-Term Incentive Plan. Each deferred stock unit will be settled in common stock upon vesting on the first anniversary of the grant date. F1 · price: These shares represent deferred stock units that were granted without cash consideration on July 23, 2020 under the Welltower Inc. 2016 Long-Term Incentive Plan. Each deferred stock unit will be settled in common stock upon vesting on the first anniversary of the grant date. 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.