Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| WELLTOWER INC.WELL · Entity 2853 | Director | March 03, 2022 | March 07, 2022 |
| Xenia Hotels & Resorts, Inc.XHR · Entity 4573 | Director | May 18, 2021 | May 19, 2021 |
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 March 03, 2022 · Filed March 07, 2022
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 49,123 |
Reported balance
After 2022-03-03 transaction · row 1
1 source rowRow 1 · 2022-03-03 · Grant · Acquired 803 · Balance 49,123 F1: These shares represent deferred stock units that were granted without cash consideration on March 3, 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. |
| Common StockSEC Table I · non-derivative | IndirectSEP | 100 |
Reported balance
Holding disclosure · report date 2022-03-03 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 100 F2: MLPF&S Cust. FPO Jeffrey H. Donahue SEP FBO Jeffrey H. Donahue |
Filing footnotes · ownership attribution and instrument terms
F1: These shares represent deferred stock units that were granted without cash consideration on March 3, 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.
F2: MLPF&S Cust. FPO Jeffrey H. Donahue SEP FBO Jeffrey H. Donahue
Xenia Hotels & Resorts, Inc.
Report date May 18, 2021 · Filed May 19, 2021
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| LTIP UnitsSEC Table II · derivative / convertible security | Direct | 37,639 |
Reported balance
After 2021-05-18 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2021-05-18 · Grant · Acquired 5,264 · Balance 37,639 F1: LTIP Units are a class of limited partnership units in XHR LP (the "Operating Partnership"), of which the Issuer's wholly-owned subsidiary is the general partner. Initially, the LTIP Units do not have full parity with common limited partnership units of the Operating Partnership ("Common Units") with respect to liquidating distributions. However, upon the occurrence of certain events described in the Operating Partnership's partnership agreement, the LTIP Units can over time achieve full parity with the Common Units for all purposes. If such parity is reached, vested LTIP Units may be converted into an equal number of Common Units on a one for one basis at any time at the request of the Reporting Person or the general partner of the Operating Partnership. F2: (continued from Footnote 1) Common Units are redeemable for cash based on the fair market value of an equivalent number of shares of the Issuer's common stock, or, at the election of the Issuer, an equal number of shares of the Issuer's common stock, each subject to adjustment in the event of stock splits, specified extraordinary distributions or similar events. The LTIP Units issued pursuant to the Xenia Hotels & Resorts, Inc., XHR Holding, Inc. and XHR LP 2015 Incentive Award Plan were fully vested on the grant date. |
Filing footnotes · ownership attribution and instrument terms
F1: LTIP Units are a class of limited partnership units in XHR LP (the "Operating Partnership"), of which the Issuer's wholly-owned subsidiary is the general partner. Initially, the LTIP Units do not have full parity with common limited partnership units of the Operating Partnership ("Common Units") with respect to liquidating distributions. However, upon the occurrence of certain events described in the Operating Partnership's partnership agreement, the LTIP Units can over time achieve full parity with the Common Units for all purposes. If such parity is reached, vested LTIP Units may be converted into an equal number of Common Units on a one for one basis at any time at the request of the Reporting Person or the general partner of the Operating Partnership.
F2: (continued from Footnote 1) Common Units are redeemable for cash based on the fair market value of an equivalent number of shares of the Issuer's common stock, or, at the election of the Issuer, an equal number of shares of the Issuer's common stock, each subject to adjustment in the event of stock splits, specified extraordinary distributions or similar events. The LTIP Units issued pursuant to the Xenia Hotels & Resorts, Inc., XHR Holding, Inc. and XHR LP 2015 Incentive Award Plan were fully vested on the grant date.
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 |
|---|---|---|---|---|---|---|
| January 24, 2005 Filed Jan 25, 2005 21:44 UTC | WELLTOWER INC. HCN · Entity 2853 | GrantCommon Stock | 2,007 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-05-004667 · doc4.xml · nonDerivative · entry 1 DONAHUE JEFFREY H · CIK 0001242811 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,657 F1 · price: These shares were granted without cash consideration as shares of restricted stock under the Health Care REIT, Inc. 1997 Stock Plan for Non-Employee Directors. Read SEC document |
| February 24, 2004 Filed Feb 26, 2004 21:11 UTC | WELLTOWER INC. HCN · Entity 2853 | Exercise / conversionOption (Right to Buy) · Derivative | 1,667 | $0.00 Strike: $25.82 | $0.00 |
DisclosureSEC source: 0001209191-04-012804 · doc4.xml · derivative · entry 17 DONAHUE JEFFREY H · CIK 0001242811 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,333 Underlying: Common · 5,000 shares Expires 2013-01-28 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 · price: The options were granted under the Health Care REIT, Inc. 1997 Stock Plan for Non-Employee Directors and had no acquisition price. F6 · derivative.exercise_date: Options for the purchase of 5,000 shares of common stock at $25.82 per share were granted to Mr. Donahue on January 28, 2003, which grant has previously been reported. Options for the purchase of 1,667 shares vested on Januray 28, 2004, options for the purchase of 1,667 shares will vest on January 28, 2005 and options for the purchase of 1,666 shares will vest on January 28, 2006. F6 · derivative.underlying_shares: Options for the purchase of 5,000 shares of common stock at $25.82 per share were granted to Mr. Donahue on January 28, 2003, which grant has previously been reported. Options for the purchase of 1,667 shares vested on Januray 28, 2004, options for the purchase of 1,667 shares will vest on January 28, 2005 and options for the purchase of 1,666 shares will vest on January 28, 2006. Read SEC document |
| February 24, 2004 Filed Feb 26, 2004 21:11 UTC | WELLTOWER INC. HCN · Entity 2853 | Exercise / conversionOption (Right to Buy) · Derivative | 1,667 | $0.00 Strike: $27.17 | $0.00 |
DisclosureSEC source: 0001209191-04-012804 · doc4.xml · derivative · entry 16 DONAHUE JEFFREY H · CIK 0001242811 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,666 Underlying: Common · 3,333 shares Expires 2012-01-28 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 · price: The options were granted under the Health Care REIT, Inc. 1997 Stock Plan for Non-Employee Directors and had no acquisition price. F5 · derivative.exercise_date: Options for the purchase of 5,000 shares of common stock at $27.17 per share were granted to Mr. Donahue on January 28, 2002, which grant has previously been reported. Options for the purchase of 1,667 shares vested on January 28 of each 2003 and 2004 and options for the purchase of 1,666 shares will vest on January 28, 2005. F5 · derivative.underlying_shares: Options for the purchase of 5,000 shares of common stock at $27.17 per share were granted to Mr. Donahue on January 28, 2002, which grant has previously been reported. Options for the purchase of 1,667 shares vested on January 28 of each 2003 and 2004 and options for the purchase of 1,666 shares will vest on January 28, 2005. Read SEC document |
| February 24, 2004 Filed Feb 26, 2004 21:11 UTC | WELLTOWER INC. HCN · Entity 2853 | Exercise / conversionOption (Right to Buy) · Derivative | 1,667 | $0.00 Strike: $27.17 | $0.00 |
DisclosureSEC source: 0001209191-04-012804 · doc4.xml · derivative · entry 15 DONAHUE JEFFREY H · CIK 0001242811 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,333 Underlying: Common · 5,000 shares Expires 2012-01-28 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 · price: The options were granted under the Health Care REIT, Inc. 1997 Stock Plan for Non-Employee Directors and had no acquisition price. F5 · derivative.exercise_date: Options for the purchase of 5,000 shares of common stock at $27.17 per share were granted to Mr. Donahue on January 28, 2002, which grant has previously been reported. Options for the purchase of 1,667 shares vested on January 28 of each 2003 and 2004 and options for the purchase of 1,666 shares will vest on January 28, 2005. F5 · derivative.underlying_shares: Options for the purchase of 5,000 shares of common stock at $27.17 per share were granted to Mr. Donahue on January 28, 2002, which grant has previously been reported. Options for the purchase of 1,667 shares vested on January 28 of each 2003 and 2004 and options for the purchase of 1,666 shares will vest on January 28, 2005. Read SEC document |
| February 24, 2004 Filed Feb 26, 2004 21:11 UTC | WELLTOWER INC. HCN · Entity 2853 | Exercise / conversionOption (Right to Buy) · Derivative | 1,666 | $0.00 Strike: $17.56 | $0.00 |
DisclosureSEC source: 0001209191-04-012804 · doc4.xml · derivative · entry 14 DONAHUE JEFFREY H · CIK 0001242811 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common · 1,666 shares Expires 2011-01-15 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. F3 · price: The options were granted under the Health Care REIT, Inc. 1997 Stock Plan for Non-Employee Directors and had no acquisition price. F4 · derivative.exercise_date: Options for the purchase of 5,000 shares of common stock at $17.56 per share were granted to Mr. Donahue on January 15, 2001, which grant has previously been reported. The partial exercise of these options for the purchase of 3,334 shares has previously been reported. Of the remaining options, options for the purchase of 1,666 shares vested on January 15, 2004. F4 · derivative.underlying_shares: Options for the purchase of 5,000 shares of common stock at $17.56 per share were granted to Mr. Donahue on January 15, 2001, which grant has previously been reported. The partial exercise of these options for the purchase of 3,334 shares has previously been reported. Of the remaining options, options for the purchase of 1,666 shares vested on January 15, 2004. Read SEC document |
| February 24, 2004 Filed Feb 26, 2004 21:11 UTC | WELLTOWER INC. HCN · Entity 2853 | Exercise / conversionOption (Right to Buy) · Derivative | 1,666 | $0.00 Strike: $28.44 | $0.00 |
DisclosureSEC source: 0001209191-04-012804 · doc4.xml · derivative · entry 13 DONAHUE JEFFREY H · CIK 0001242811 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common · 1,666 shares Expires 2008-01-19 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 · price: The options were granted under the Health Care REIT, Inc. 1997 Stock Plan for Non-Employee Directors and had no acquisition price. F2 · derivative.exercise_date: Options for the purchase of 5,000 shares of common stock at $28.4375 per share were granted to Mr. Donahue on January 19, 1998, which grant has previously been reported. F2 · derivative.underlying_shares: Options for the purchase of 5,000 shares of common stock at $28.4375 per share were granted to Mr. Donahue on January 19, 1998, which grant has previously been reported. Read SEC document |
| February 24, 2004 Filed Feb 26, 2004 21:11 UTC | WELLTOWER INC. HCN · Entity 2853 | Exercise / conversionOption (Right to Buy) · Derivative | 1,667 | $0.00 Strike: $28.44 | $0.00 |
DisclosureSEC source: 0001209191-04-012804 · doc4.xml · derivative · entry 12 DONAHUE JEFFREY H · CIK 0001242811 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,666 Underlying: Common · 3,333 shares Expires 2008-01-19 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 · price: The options were granted under the Health Care REIT, Inc. 1997 Stock Plan for Non-Employee Directors and had no acquisition price. F2 · derivative.exercise_date: Options for the purchase of 5,000 shares of common stock at $28.4375 per share were granted to Mr. Donahue on January 19, 1998, which grant has previously been reported. F2 · derivative.underlying_shares: Options for the purchase of 5,000 shares of common stock at $28.4375 per share were granted to Mr. Donahue on January 19, 1998, which grant has previously been reported. Read SEC document |
| February 24, 2004 Filed Feb 26, 2004 21:11 UTC | WELLTOWER INC. HCN · Entity 2853 | Exercise / conversionOption (Right to Buy) · Derivative | 1,667 | $0.00 Strike: $28.44 | $0.00 |
DisclosureSEC source: 0001209191-04-012804 · doc4.xml · derivative · entry 11 DONAHUE JEFFREY H · CIK 0001242811 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,333 Underlying: Common · 5,000 shares Expires 2008-01-19 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 · price: The options were granted under the Health Care REIT, Inc. 1997 Stock Plan for Non-Employee Directors and had no acquisition price. F2 · derivative.exercise_date: Options for the purchase of 5,000 shares of common stock at $28.4375 per share were granted to Mr. Donahue on January 19, 1998, which grant has previously been reported. F2 · derivative.underlying_shares: Options for the purchase of 5,000 shares of common stock at $28.4375 per share were granted to Mr. Donahue on January 19, 1998, which grant has previously been reported. Read SEC document |
| February 24, 2004 Filed Feb 26, 2004 21:11 UTC | WELLTOWER INC. HCN · Entity 2853 | SaleCommon Stock | 2,000 | $36.60 | $73,200.00 |
DisclosureSEC source: 0001209191-04-012804 · doc4.xml · nonDerivative · entry 9 DONAHUE JEFFREY H · CIK 0001242811 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,650 Read SEC document |
| February 24, 2004 Filed Feb 26, 2004 21:11 UTC | WELLTOWER INC. HCN · Entity 2853 | SaleCommon Stock | 200 | $36.59 | $7,318.00 |
DisclosureSEC source: 0001209191-04-012804 · doc4.xml · nonDerivative · entry 8 DONAHUE JEFFREY H · CIK 0001242811 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,650 Read SEC document |
| February 24, 2004 Filed Feb 26, 2004 21:11 UTC | WELLTOWER INC. HCN · Entity 2853 | SaleCommon Stock | 3,000 | $36.56 | $109,680.00 |
DisclosureSEC source: 0001209191-04-012804 · doc4.xml · nonDerivative · entry 7 DONAHUE JEFFREY H · CIK 0001242811 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,850 Read SEC document |
| February 24, 2004 Filed Feb 26, 2004 21:11 UTC | WELLTOWER INC. HCN · Entity 2853 | SaleCommon Stock | 2,500 | $36.55 | $91,375.00 |
DisclosureSEC source: 0001209191-04-012804 · doc4.xml · nonDerivative · entry 6 DONAHUE JEFFREY H · CIK 0001242811 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,850 Read SEC document |
| February 24, 2004 Filed Feb 26, 2004 21:11 UTC | WELLTOWER INC. HCN · Entity 2853 | SaleCommon Stock | 3,967 | $36.50 | $144,795.50 |
DisclosureSEC source: 0001209191-04-012804 · doc4.xml · nonDerivative · entry 5 DONAHUE JEFFREY H · CIK 0001242811 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 22,350 Read SEC document |
| February 24, 2004 Filed Feb 26, 2004 21:11 UTC | WELLTOWER INC. HCN · Entity 2853 | Exercise / conversionCommon Stock | 1,667 | $25.82 | $43,041.94 |
DisclosureSEC source: 0001209191-04-012804 · doc4.xml · nonDerivative · entry 4 DONAHUE JEFFREY H · CIK 0001242811 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 26,317 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 |
| February 24, 2004 Filed Feb 26, 2004 21:11 UTC | WELLTOWER INC. HCN · Entity 2853 | Exercise / conversionCommon Stock | 3,334 | $27.17 | $90,584.78 |
DisclosureSEC source: 0001209191-04-012804 · doc4.xml · nonDerivative · entry 3 DONAHUE JEFFREY H · CIK 0001242811 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 24,650 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 |
| February 24, 2004 Filed Feb 26, 2004 21:11 UTC | WELLTOWER INC. HCN · Entity 2853 | Exercise / conversionCommon Stock | 1,666 | $17.56 | $29,254.96 |
DisclosureSEC source: 0001209191-04-012804 · doc4.xml · nonDerivative · entry 2 DONAHUE JEFFREY H · CIK 0001242811 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 21,316 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 |
| February 24, 2004 Filed Feb 26, 2004 21:11 UTC | WELLTOWER INC. HCN · Entity 2853 | Exercise / conversionCommon Stock | 5,000 | $28.44 | $142,187.50 |
DisclosureSEC source: 0001209191-04-012804 · doc4.xml · nonDerivative · entry 1 DONAHUE JEFFREY H · CIK 0001242811 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,650 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 26, 2004 Filed Jan 28, 2004 20:36 UTC | WELLTOWER INC. HCN · Entity 2853 | GrantCommon Stock | 2,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-04-005075 · doc4.xml · nonDerivative · entry 1 DONAHUE JEFFREY H · CIK 0001242811 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,650 F1 · price: These shares were granted without cash consideration as shares of restricted stock under the Health Care REIT, Inc. 1997 Stock Plan for Non-Employee Directors. Read SEC document |
| November 26, 2003 Filed Dec 1, 2003 21:00 UTC | WELLTOWER INC. HCN · Entity 2853 | Exercise / conversionOption (Right to Buy) · Derivative | 1,666 | $0.00 Strike: $25.13 | $0.00 |
DisclosureSEC source: 0001209191-03-032781 · doc4.xml · derivative · entry 14 DONAHUE JEFFREY H · CIK 0001242811 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common · 1,666 shares Expires 2009-01-18 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. F3 · price: The options were granted under the Health Care REIT, Inc. 1997 Stock Plan for Non-Employee Directors and had no acquisition price. F4 · derivative.exercise_date: Options for the purchase of 5,000 shares of common stock at $25.125 per share were granted to Mr. Donahue on January 18, 1999, which grant has previously been reported. F4 · derivative.underlying_shares: Options for the purchase of 5,000 shares of common stock at $25.125 per share were granted to Mr. Donahue on January 18, 1999, which grant has previously been reported. Read SEC document |
| November 26, 2003 Filed Dec 1, 2003 21:00 UTC | WELLTOWER INC. HCN · Entity 2853 | Exercise / conversionOption (Right to Buy) · Derivative | 1,667 | $0.00 Strike: $25.13 | $0.00 |
DisclosureSEC source: 0001209191-03-032781 · doc4.xml · derivative · entry 13 DONAHUE JEFFREY H · CIK 0001242811 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,666 Underlying: Common · 3,333 shares Expires 2009-01-18 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. F3 · price: The options were granted under the Health Care REIT, Inc. 1997 Stock Plan for Non-Employee Directors and had no acquisition price. F4 · derivative.exercise_date: Options for the purchase of 5,000 shares of common stock at $25.125 per share were granted to Mr. Donahue on January 18, 1999, which grant has previously been reported. F4 · derivative.underlying_shares: Options for the purchase of 5,000 shares of common stock at $25.125 per share were granted to Mr. Donahue on January 18, 1999, which grant has previously been reported. Read SEC document |
| November 26, 2003 Filed Dec 1, 2003 21:00 UTC | WELLTOWER INC. HCN · Entity 2853 | Exercise / conversionOption (Right to Buy) · Derivative | 1,667 | $0.00 Strike: $25.13 | $0.00 |
DisclosureSEC source: 0001209191-03-032781 · doc4.xml · derivative · entry 12 DONAHUE JEFFREY H · CIK 0001242811 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,333 Underlying: Common · 5,000 shares Expires 2009-01-18 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. F3 · price: The options were granted under the Health Care REIT, Inc. 1997 Stock Plan for Non-Employee Directors and had no acquisition price. F4 · derivative.exercise_date: Options for the purchase of 5,000 shares of common stock at $25.125 per share were granted to Mr. Donahue on January 18, 1999, which grant has previously been reported. F4 · derivative.underlying_shares: Options for the purchase of 5,000 shares of common stock at $25.125 per share were granted to Mr. Donahue on January 18, 1999, which grant has previously been reported. Read SEC document |
| November 26, 2003 Filed Dec 1, 2003 21:00 UTC | WELLTOWER INC. HCN · Entity 2853 | Exercise / conversionOption (Right to Buy) · Derivative | 10,000 | $0.00 Strike: $27.63 | $0.00 |
DisclosureSEC source: 0001209191-03-032781 · doc4.xml · derivative · entry 11 DONAHUE JEFFREY H · CIK 0001242811 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common · 10,000 shares Expires 2007-10-21 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 · price: The options were granted under the Health Care REIT, Inc. 1997 Stock Plan for Non-Employee Directors and had no acquisition price. F2 · derivative.exercise_date: Options for the purchaase of 10,000 shares of common stock at $27.625 per share were granted to Mr. Donahue on October 21, 1997, which grant has previously been reported. F2 · derivative.underlying_shares: Options for the purchaase of 10,000 shares of common stock at $27.625 per share were granted to Mr. Donahue on October 21, 1997, which grant has previously been reported. Read SEC document |
| November 26, 2003 Filed Dec 1, 2003 21:00 UTC | WELLTOWER INC. HCN · Entity 2853 | SaleCommon Stock | 500 | $34.89 | $17,445.00 |
DisclosureSEC source: 0001209191-03-032781 · doc4.xml · nonDerivative · entry 9 DONAHUE JEFFREY H · CIK 0001242811 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,650 Read SEC document |
| November 26, 2003 Filed Dec 1, 2003 21:00 UTC | WELLTOWER INC. HCN · Entity 2853 | SaleCommon Stock | 400 | $34.88 | $13,952.00 |
DisclosureSEC source: 0001209191-03-032781 · doc4.xml · nonDerivative · entry 8 DONAHUE JEFFREY H · CIK 0001242811 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,150 Read SEC document |
| November 26, 2003 Filed Dec 1, 2003 21:00 UTC | WELLTOWER INC. HCN · Entity 2853 | SaleCommon Stock | 200 | $34.87 | $6,974.00 |
DisclosureSEC source: 0001209191-03-032781 · doc4.xml · nonDerivative · entry 7 DONAHUE JEFFREY H · CIK 0001242811 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,550 Read SEC document |
| November 26, 2003 Filed Dec 1, 2003 21:00 UTC | WELLTOWER INC. HCN · Entity 2853 | SaleCommon Stock | 900 | $34.85 | $31,365.00 |
DisclosureSEC source: 0001209191-03-032781 · doc4.xml · nonDerivative · entry 6 DONAHUE JEFFREY H · CIK 0001242811 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,750 Read SEC document |
| November 26, 2003 Filed Dec 1, 2003 21:00 UTC | WELLTOWER INC. HCN · Entity 2853 | SaleCommon Stock | 600 | $34.82 | $20,892.00 |
DisclosureSEC source: 0001209191-03-032781 · doc4.xml · nonDerivative · entry 5 DONAHUE JEFFREY H · CIK 0001242811 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,650 Read SEC document |
| November 26, 2003 Filed Dec 1, 2003 21:00 UTC | WELLTOWER INC. HCN · Entity 2853 | SaleCommon Stock | 7,400 | $34.80 | $257,520.00 |
DisclosureSEC source: 0001209191-03-032781 · doc4.xml · nonDerivative · entry 4 DONAHUE JEFFREY H · CIK 0001242811 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,250 Read SEC document |
| November 26, 2003 Filed Dec 1, 2003 21:00 UTC | WELLTOWER INC. HCN · Entity 2853 | SaleCommon Stock | 5,000 | $34.75 | $173,750.00 |
DisclosureSEC source: 0001209191-03-032781 · doc4.xml · nonDerivative · entry 3 DONAHUE JEFFREY H · CIK 0001242811 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 22,650 Read SEC document |
| November 26, 2003 Filed Dec 1, 2003 21:00 UTC | WELLTOWER INC. HCN · Entity 2853 | Exercise / conversionCommon Stock | 5,000 | $25.13 | $125,625.00 |
DisclosureSEC source: 0001209191-03-032781 · doc4.xml · nonDerivative · entry 2 DONAHUE JEFFREY H · CIK 0001242811 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 27,650 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 26, 2003 Filed Dec 1, 2003 21:00 UTC | WELLTOWER INC. HCN · Entity 2853 | Exercise / conversionCommon Stock | 10,000 | $27.63 | $276,250.00 |
DisclosureSEC source: 0001209191-03-032781 · doc4.xml · nonDerivative · entry 1 DONAHUE JEFFREY H · CIK 0001242811 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 22,650 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 |
| August 21, 2003 Filed Aug 22, 2003 20:03 UTC | WELLTOWER INC. HCN · Entity 2853 | Exercise / conversionOption (Right to Buy) · Derivative | 1,667 | $0.00 Strike: $17.56 | $0.00 |
DisclosureSEC source: 0001209191-03-018628 · doc4.xml · derivative · entry 16 DONAHUE JEFFREY H · CIK 0001242811 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,666 Underlying: Common · 3,333 shares Expires 2011-01-15 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. F3 · price: The options were granted under the Health Care REIT, Inc. 1997 Stock Plan for Non-Employee Directors and had no acquisition price. F4 · derivative.exercise_date: Options for the purchase of 5,000 shares of common stock at $17.56 per share were granted to Mr. Donahue on January 15, 2001, which grant has previously been reported. Options for the purchase of 1,667 shares vested on January 15, 2002 and January 15, 2003 and options for the purchase of 1666 shares will vest on January 15, 2004. F4 · derivative.underlying_shares: Options for the purchase of 5,000 shares of common stock at $17.56 per share were granted to Mr. Donahue on January 15, 2001, which grant has previously been reported. Options for the purchase of 1,667 shares vested on January 15, 2002 and January 15, 2003 and options for the purchase of 1666 shares will vest on January 15, 2004. Read SEC document |
| August 21, 2003 Filed Aug 22, 2003 20:03 UTC | WELLTOWER INC. HCN · Entity 2853 | Exercise / conversionOption (Right to Buy) · Derivative | 1,667 | $0.00 Strike: $17.56 | $0.00 |
DisclosureSEC source: 0001209191-03-018628 · doc4.xml · derivative · entry 15 DONAHUE JEFFREY H · CIK 0001242811 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,333 Underlying: Common · 5,000 shares Expires 2011-01-15 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. F3 · price: The options were granted under the Health Care REIT, Inc. 1997 Stock Plan for Non-Employee Directors and had no acquisition price. F4 · derivative.exercise_date: Options for the purchase of 5,000 shares of common stock at $17.56 per share were granted to Mr. Donahue on January 15, 2001, which grant has previously been reported. Options for the purchase of 1,667 shares vested on January 15, 2002 and January 15, 2003 and options for the purchase of 1666 shares will vest on January 15, 2004. F4 · derivative.underlying_shares: Options for the purchase of 5,000 shares of common stock at $17.56 per share were granted to Mr. Donahue on January 15, 2001, which grant has previously been reported. Options for the purchase of 1,667 shares vested on January 15, 2002 and January 15, 2003 and options for the purchase of 1666 shares will vest on January 15, 2004. Read SEC document |
| August 21, 2003 Filed Aug 22, 2003 20:03 UTC | WELLTOWER INC. HCN · Entity 2853 | Exercise / conversionOption (Right to Buy) · Derivative | 1,666 | $0.00 Strike: $16.38 | $0.00 |
DisclosureSEC source: 0001209191-03-018628 · doc4.xml · derivative · entry 14 DONAHUE JEFFREY H · CIK 0001242811 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common · 1,666 shares Expires 2010-01-31 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. F3 · price: The options were granted under the Health Care REIT, Inc. 1997 Stock Plan for Non-Employee Directors and had no acquisition price. F2 · derivative.exercise_date: Options for the purchase of 5,000 shares of common stock at $16.375 per share were granted to Mr. Donahue on January 31, 2000, which grant has previously been reported. F2 · derivative.underlying_shares: Options for the purchase of 5,000 shares of common stock at $16.375 per share were granted to Mr. Donahue on January 31, 2000, which grant has previously been reported. Read SEC document |
| August 21, 2003 Filed Aug 22, 2003 20:03 UTC | WELLTOWER INC. HCN · Entity 2853 | Exercise / conversionOption (Right to Buy) · Derivative | 1,667 | $0.00 Strike: $16.38 | $0.00 |
DisclosureSEC source: 0001209191-03-018628 · doc4.xml · derivative · entry 13 DONAHUE JEFFREY H · CIK 0001242811 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,666 Underlying: Common · 3,333 shares Expires 2010-01-31 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. F3 · price: The options were granted under the Health Care REIT, Inc. 1997 Stock Plan for Non-Employee Directors and had no acquisition price. F2 · derivative.exercise_date: Options for the purchase of 5,000 shares of common stock at $16.375 per share were granted to Mr. Donahue on January 31, 2000, which grant has previously been reported. F2 · derivative.underlying_shares: Options for the purchase of 5,000 shares of common stock at $16.375 per share were granted to Mr. Donahue on January 31, 2000, which grant has previously been reported. Read SEC document |
| August 21, 2003 Filed Aug 22, 2003 20:03 UTC | WELLTOWER INC. HCN · Entity 2853 | Exercise / conversionOption (Right to Buy) · Derivative | 1,667 | $0.00 Strike: $16.38 | $0.00 |
DisclosureSEC source: 0001209191-03-018628 · doc4.xml · derivative · entry 12 DONAHUE JEFFREY H · CIK 0001242811 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,333 Underlying: Common · 5,000 shares Expires 2010-01-31 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. F3 · price: The options were granted under the Health Care REIT, Inc. 1997 Stock Plan for Non-Employee Directors and had no acquisition price. F2 · derivative.exercise_date: Options for the purchase of 5,000 shares of common stock at $16.375 per share were granted to Mr. Donahue on January 31, 2000, which grant has previously been reported. F2 · derivative.underlying_shares: Options for the purchase of 5,000 shares of common stock at $16.375 per share were granted to Mr. Donahue on January 31, 2000, which grant has previously been reported. Read SEC document |
| August 21, 2003 Filed Aug 22, 2003 20:03 UTC | WELLTOWER INC. HCN · Entity 2853 | SaleCommon Stock | 234 | $30.20 | $7,066.80 |
DisclosureSEC source: 0001209191-03-018628 · doc4.xml · nonDerivative · entry 10 DONAHUE JEFFREY H · CIK 0001242811 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,650 Read SEC document |
| August 21, 2003 Filed Aug 22, 2003 20:03 UTC | WELLTOWER INC. HCN · Entity 2853 | SaleCommon Stock | 700 | $30.19 | $21,133.00 |
DisclosureSEC source: 0001209191-03-018628 · doc4.xml · nonDerivative · entry 9 DONAHUE JEFFREY H · CIK 0001242811 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,884 Read SEC document |
| August 21, 2003 Filed Aug 22, 2003 20:03 UTC | WELLTOWER INC. HCN · Entity 2853 | SaleCommon Stock | 900 | $30.18 | $27,162.00 |
DisclosureSEC source: 0001209191-03-018628 · doc4.xml · nonDerivative · entry 8 DONAHUE JEFFREY H · CIK 0001242811 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,584 Read SEC document |
| August 21, 2003 Filed Aug 22, 2003 20:03 UTC | WELLTOWER INC. HCN · Entity 2853 | SaleCommon Stock | 3,200 | $30.15 | $96,480.00 |
DisclosureSEC source: 0001209191-03-018628 · doc4.xml · nonDerivative · entry 7 DONAHUE JEFFREY H · CIK 0001242811 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,484 Read SEC document |
| August 21, 2003 Filed Aug 22, 2003 20:03 UTC | WELLTOWER INC. HCN · Entity 2853 | SaleCommon Stock | 1,000 | $30.12 | $30,120.00 |
DisclosureSEC source: 0001209191-03-018628 · doc4.xml · nonDerivative · entry 6 DONAHUE JEFFREY H · CIK 0001242811 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,684 Read SEC document |
| August 21, 2003 Filed Aug 22, 2003 20:03 UTC | WELLTOWER INC. HCN · Entity 2853 | SaleCommon Stock | 500 | $30.10 | $15,050.00 |
DisclosureSEC source: 0001209191-03-018628 · doc4.xml · nonDerivative · entry 5 DONAHUE JEFFREY H · CIK 0001242811 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,684 Read SEC document |
| August 21, 2003 Filed Aug 22, 2003 20:03 UTC | WELLTOWER INC. HCN · Entity 2853 | SaleCommon Stock | 900 | $30.09 | $27,081.00 |
DisclosureSEC source: 0001209191-03-018628 · doc4.xml · nonDerivative · entry 4 DONAHUE JEFFREY H · CIK 0001242811 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,184 Read SEC document |
| August 21, 2003 Filed Aug 22, 2003 20:03 UTC | WELLTOWER INC. HCN · Entity 2853 | SaleCommon Stock | 900 | $30.08 | $27,072.00 |
DisclosureSEC source: 0001209191-03-018628 · doc4.xml · nonDerivative · entry 3 DONAHUE JEFFREY H · CIK 0001242811 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,084 Read SEC document |
| August 21, 2003 Filed Aug 22, 2003 20:03 UTC | WELLTOWER INC. HCN · Entity 2853 | Exercise / conversionCommon Stock | 3,334 | $17.56 | $58,545.04 |
DisclosureSEC source: 0001209191-03-018628 · doc4.xml · nonDerivative · entry 2 DONAHUE JEFFREY H · CIK 0001242811 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,984 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 |
| August 21, 2003 Filed Aug 22, 2003 20:03 UTC | WELLTOWER INC. HCN · Entity 2853 | Exercise / conversionCommon Stock | 5,000 | $16.38 | $81,875.00 |
DisclosureSEC source: 0001209191-03-018628 · doc4.xml · nonDerivative · entry 1 DONAHUE JEFFREY H · CIK 0001242811 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,650 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.