Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| WELLTOWER INC.WELL · Entity 2853 | Director | February 12, 2021 | February 16, 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 February 12, 2021 · Filed February 16, 2021
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 43,469 |
Reported balance
After 2021-02-12 transaction · row 1
1 source rowRow 1 · 2021-02-12 · Grant · Acquired 2,371 · Balance 43,469 F1: 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. |
| Common StockSEC Table I · non-derivative | IndirectIndirect Ownership by Spouse, Ray Fair | 17,000 |
Reported balance
Holding disclosure · report date 2021-02-12 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 17,000 |
Filing footnotes · ownership attribution and instrument terms
F1: 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.
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 24, 2004 Filed Feb 26, 2004 20:12 UTC | WELLTOWER INC. HCN · Entity 2853 | SaleCommon Stock | 100 | $36.44 | $3,644.00 |
DisclosureSEC source: 0001209191-04-012769 · doc4.xml · nonDerivative · entry 3 OSTER SHARON M · CIK 0001210117 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,000 Read SEC document |
| February 24, 2004 Filed Feb 26, 2004 20:12 UTC | WELLTOWER INC. HCN · Entity 2853 | SaleCommon Stock | 4,900 | $36.38 | $178,262.00 |
DisclosureSEC source: 0001209191-04-012769 · doc4.xml · nonDerivative · entry 2 OSTER SHARON M · CIK 0001210117 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,100 Read SEC document |
| February 24, 2004 Filed Feb 26, 2004 20:12 UTC | WELLTOWER INC. HCN · Entity 2853 | Exercise / conversionCommon Stock | 5,000 | $17.56 | $87,800.00 |
DisclosureSEC source: 0001209191-04-012769 · doc4.xml · nonDerivative · entry 1 OSTER SHARON M · CIK 0001210117 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,000 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 21:10 UTC | WELLTOWER INC. HCN · Entity 2853 | GrantCommon Stock | 2,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-04-005105 · doc4.xml · nonDerivative · entry 1 OSTER SHARON M · CIK 0001210117 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,000 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 |
| August 01, 2003 Filed Aug 4, 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: 0001209191-03-015270 · doc4.xml · derivative · entry 18 OSTER SHARON M · CIK 0001210117 · 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. F2 · 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 $16.375 per share were granted to Ms. Oster on January 31, 2000, which grant has previously been reported. F5 · derivative.underlying_shares: Options for the purchase of 5,000 shares of common stock at $16.375 per share were granted to Ms. Oster on January 31, 2000, which grant has previously been reported. Read SEC document |
| August 01, 2003 Filed Aug 4, 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: 0001209191-03-015270 · doc4.xml · derivative · entry 17 OSTER SHARON M · CIK 0001210117 · 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. F2 · 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 $16.375 per share were granted to Ms. Oster on January 31, 2000, which grant has previously been reported. F5 · derivative.underlying_shares: Options for the purchase of 5,000 shares of common stock at $16.375 per share were granted to Ms. Oster on January 31, 2000, which grant has previously been reported. Read SEC document |
| August 01, 2003 Filed Aug 4, 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: 0001209191-03-015270 · doc4.xml · derivative · entry 16 OSTER SHARON M · CIK 0001210117 · 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. F2 · 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 $16.375 per share were granted to Ms. Oster on January 31, 2000, which grant has previously been reported. F5 · derivative.underlying_shares: Options for the purchase of 5,000 shares of common stock at $16.375 per share were granted to Ms. Oster on January 31, 2000, which grant has previously been reported. Read SEC document |
| August 01, 2003 Filed Aug 4, 2003 20:03 UTC | WELLTOWER INC. HCN · Entity 2853 | Exercise / conversionOption (Right to Buy) · Derivative | 1,666 | $0.00 Strike: $25.13 | $0.00 |
DisclosureSEC source: 0001209191-03-015270 · doc4.xml · derivative · entry 15 OSTER SHARON M · CIK 0001210117 · 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. F2 · 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 Ms. Oster 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 Ms. Oster on January 18, 1999, which grant has previously been reported. Read SEC document |
| August 01, 2003 Filed Aug 4, 2003 20:03 UTC | WELLTOWER INC. HCN · Entity 2853 | Exercise / conversionOption (Right to Buy) · Derivative | 1,667 | $0.00 Strike: $25.13 | $0.00 |
DisclosureSEC source: 0001209191-03-015270 · doc4.xml · derivative · entry 14 OSTER SHARON M · CIK 0001210117 · 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. F2 · 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 Ms. Oster 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 Ms. Oster on January 18, 1999, which grant has previously been reported. Read SEC document |
| August 01, 2003 Filed Aug 4, 2003 20:03 UTC | WELLTOWER INC. HCN · Entity 2853 | Exercise / conversionOption (Right to Buy) · Derivative | 1,667 | $0.00 Strike: $25.13 | $0.00 |
DisclosureSEC source: 0001209191-03-015270 · doc4.xml · derivative · entry 13 OSTER SHARON M · CIK 0001210117 · 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. F2 · 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 Ms. Oster 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 Ms. Oster on January 18, 1999, which grant has previously been reported. Read SEC document |
| August 01, 2003 Filed Aug 4, 2003 20:03 UTC | WELLTOWER INC. HCN · Entity 2853 | Exercise / conversionOption (Right to Buy) · Derivative | 1,666 | $0.00 Strike: $28.44 | $0.00 |
DisclosureSEC source: 0001209191-03-015270 · doc4.xml · derivative · entry 12 OSTER SHARON M · CIK 0001210117 · 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. F2 · price: The options were granted under the Health Care REIT, Inc. 1997 Stock Plan for Non-Employee Directors and had no acquisition price. F3 · derivative.exercise_date: Options for the purchase of 5,000 shares of common stock at $28.4375 per share were granted to Ms. Oster on January 19, 1998, which grant has previously been reported. F3 · derivative.underlying_shares: Options for the purchase of 5,000 shares of common stock at $28.4375 per share were granted to Ms. Oster on January 19, 1998, which grant has previously been reported. Read SEC document |
| August 01, 2003 Filed Aug 4, 2003 20:03 UTC | WELLTOWER INC. HCN · Entity 2853 | Exercise / conversionOption (Right to Buy) · Derivative | 1,667 | $0.00 Strike: $28.44 | $0.00 |
DisclosureSEC source: 0001209191-03-015270 · doc4.xml · derivative · entry 11 OSTER SHARON M · CIK 0001210117 · 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. F2 · price: The options were granted under the Health Care REIT, Inc. 1997 Stock Plan for Non-Employee Directors and had no acquisition price. F3 · derivative.exercise_date: Options for the purchase of 5,000 shares of common stock at $28.4375 per share were granted to Ms. Oster on January 19, 1998, which grant has previously been reported. F3 · derivative.underlying_shares: Options for the purchase of 5,000 shares of common stock at $28.4375 per share were granted to Ms. Oster on January 19, 1998, which grant has previously been reported. Read SEC document |
| August 01, 2003 Filed Aug 4, 2003 20:03 UTC | WELLTOWER INC. HCN · Entity 2853 | Exercise / conversionOption (Right to Buy) · Derivative | 1,667 | $0.00 Strike: $28.44 | $0.00 |
DisclosureSEC source: 0001209191-03-015270 · doc4.xml · derivative · entry 10 OSTER SHARON M · CIK 0001210117 · 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. F2 · price: The options were granted under the Health Care REIT, Inc. 1997 Stock Plan for Non-Employee Directors and had no acquisition price. F3 · derivative.exercise_date: Options for the purchase of 5,000 shares of common stock at $28.4375 per share were granted to Ms. Oster on January 19, 1998, which grant has previously been reported. F3 · derivative.underlying_shares: Options for the purchase of 5,000 shares of common stock at $28.4375 per share were granted to Ms. Oster on January 19, 1998, which grant has previously been reported. Read SEC document |
| August 01, 2003 Filed Aug 4, 2003 20:03 UTC | WELLTOWER INC. HCN · Entity 2853 | Exercise / conversionOption (Right to Buy) · Derivative | 10,000 | $0.00 Strike: $24.88 | $0.00 |
DisclosureSEC source: 0001209191-03-015270 · doc4.xml · derivative · entry 9 OSTER SHARON M · CIK 0001210117 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common · 10,000 shares Expires 2007-01-20 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 · price: The options were granted under the Health Care REIT, Inc. 1997 Stock Plan for Non-Employee Directors and had no acquisition price. F1 · derivative.exercise_date: Options for the purchase of 10,000 shares of common stock at $24.875 per share were granted to Ms. Oster on January 20, 1997, which grant has previously been reported. F1 · derivative.underlying_shares: Options for the purchase of 10,000 shares of common stock at $24.875 per share were granted to Ms. Oster on January 20, 1997, which grant has previously been reported. Read SEC document |
| August 01, 2003 Filed Aug 4, 2003 20:03 UTC | WELLTOWER INC. HCN · Entity 2853 | SaleCommon Stock | 5,000 | $30.39 | $151,926.50 |
DisclosureSEC source: 0001209191-03-015270 · doc4.xml · nonDerivative · entry 8 OSTER SHARON M · CIK 0001210117 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,000 Read SEC document |
| August 01, 2003 Filed Aug 4, 2003 20:03 UTC | WELLTOWER INC. HCN · Entity 2853 | SaleCommon Stock | 5,000 | $30.39 | $151,926.50 |
DisclosureSEC source: 0001209191-03-015270 · doc4.xml · nonDerivative · entry 7 OSTER SHARON M · CIK 0001210117 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,000 Read SEC document |
| August 01, 2003 Filed Aug 4, 2003 20:03 UTC | WELLTOWER INC. HCN · Entity 2853 | SaleCommon Stock | 5,000 | $30.39 | $151,926.50 |
DisclosureSEC source: 0001209191-03-015270 · doc4.xml · nonDerivative · entry 6 OSTER SHARON M · CIK 0001210117 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,000 Read SEC document |
| August 01, 2003 Filed Aug 4, 2003 20:03 UTC | WELLTOWER INC. HCN · Entity 2853 | SaleCommon Stock | 10,000 | $30.39 | $303,853.00 |
DisclosureSEC source: 0001209191-03-015270 · doc4.xml · nonDerivative · entry 5 OSTER SHARON M · CIK 0001210117 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 23,000 Read SEC document |
| August 01, 2003 Filed Aug 4, 2003 20:03 UTC | WELLTOWER INC. HCN · Entity 2853 | Exercise / conversionCommon Stock | 5,000 | $16.38 | $81,875.00 |
DisclosureSEC source: 0001209191-03-015270 · doc4.xml · nonDerivative · entry 4 OSTER SHARON M · CIK 0001210117 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 33,000 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 01, 2003 Filed Aug 4, 2003 20:03 UTC | WELLTOWER INC. HCN · Entity 2853 | Exercise / conversionCommon Stock | 5,000 | $25.13 | $125,625.00 |
DisclosureSEC source: 0001209191-03-015270 · doc4.xml · nonDerivative · entry 3 OSTER SHARON M · CIK 0001210117 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 28,000 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 01, 2003 Filed Aug 4, 2003 20:03 UTC | WELLTOWER INC. HCN · Entity 2853 | Exercise / conversionCommon Stock | 5,000 | $28.44 | $142,187.50 |
DisclosureSEC source: 0001209191-03-015270 · doc4.xml · nonDerivative · entry 2 OSTER SHARON M · CIK 0001210117 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 23,000 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 01, 2003 Filed Aug 4, 2003 20:03 UTC | WELLTOWER INC. HCN · Entity 2853 | Exercise / conversionCommon Stock | 10,000 | $24.88 | $248,750.00 |
DisclosureSEC source: 0001209191-03-015270 · doc4.xml · nonDerivative · entry 1 OSTER SHARON M · CIK 0001210117 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,000 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.