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TRUMBULL R SCOTT

Disclosed activity across 3 companies

Tapewire entity
15874
SEC CIK
0001210705

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Reported relationships

Latest disclosed role at each company.

CompanyLast reported asReport datePublished
COLUMBUS MCKINNON CORPCMCO · Entity 5477DirectorAugust 25, 2020September 04, 2020
Schneider National, Inc.SNDR · Entity 3807DirectorJanuary 02, 2018January 04, 2018
WELLTOWER INC.WELL · Entity 2853DirectorFebruary 18, 2020February 19, 2020

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.

COLUMBUS MCKINNON CORP

Report date August 25, 2020 · Filed September 04, 2020

Security / awardOwnership accountDisclosed shares / unitsDisclosure context
Common StockSEC Table I · non-derivativeDirect23,501 Reported balance After 2020-08-25 transaction · row 2 Holding and transaction disclosures are not merged.
1 source row

Row 2 · 2020-08-25 · Exercise / conversion · Acquired 380 · Balance 23,501

F1: 380.6147 restricted stock units became fully vested on August 25, 2020 of which 380 shares were issued as common stock and .6147 was issued in cash of $22.62.

Common StockSEC Table I · non-derivativeDirect24,257 Reported balance After 2020-08-25 transaction · row 3 Holding and transaction disclosures are not merged.
1 source row

Row 3 · 2020-08-25 · Exercise / conversion · Acquired 756 · Balance 24,257

F2: 756.9196 restricted stock units became fully vested on August 25, 2020 of which 756 shares were issued as common stock and .9196 was issued in cash of $33.84.

Common StockSEC Table I · non-derivativeDirect25,758 Reported balance After 2020-08-25 transaction · row 4 Holding and transaction disclosures are not merged.
1 source row

Row 4 · 2020-08-25 · Exercise / conversion · Acquired 1,501 · Balance 25,758

F3: 1,502.4456 restricted stock units became fully vested on August 25, 2020 of which 1,501 shares were issued as common stock and 1.4456 was issued in cash of $53.20.

Common StockSEC Table I · non-derivativeDirect23,121 Reported balance Holding disclosure · report date 2020-08-25 · row 1 Holding and transaction disclosures are not merged.
1 source row

Row 1 · Balance 23,121

Restricted Stock UnitsSEC Table II · derivative / convertible securityDirect0 Reported balance After 2020-08-25 transaction · row 5 Instrument identity requires review; Table II rows are not merged.
1 source row

Row 5 · 2020-08-25 · Exercise / conversion · Disposed 380.6147 · Balance 0

F4: Each restricted sotck unit represents a contingent rtight to receive one (1) share of Columbus McKinnon Corporation common stock.

F1: 380.6147 restricted stock units became fully vested on August 25, 2020 of which 380 shares were issued as common stock and .6147 was issued in cash of $22.62.

Restricted Stock UnitsSEC Table II · derivative / convertible securityDirect0 Reported balance After 2020-08-25 transaction · row 6 Instrument identity requires review; Table II rows are not merged.
1 source row

Row 6 · 2020-08-25 · Exercise / conversion · Disposed 756.9196 · Balance 0

F4: Each restricted sotck unit represents a contingent rtight to receive one (1) share of Columbus McKinnon Corporation common stock.

F2: 756.9196 restricted stock units became fully vested on August 25, 2020 of which 756 shares were issued as common stock and .9196 was issued in cash of $33.84.

Restricted Stock UnitsSEC Table II · derivative / convertible securityDirect0 Reported balance After 2020-08-25 transaction · row 7 Instrument identity requires review; Table II rows are not merged.
1 source row

Row 7 · 2020-08-25 · Exercise / conversion · Disposed 1,502.4456 · Balance 0

F4: Each restricted sotck unit represents a contingent rtight to receive one (1) share of Columbus McKinnon Corporation common stock.

F3: 1,502.4456 restricted stock units became fully vested on August 25, 2020 of which 1,501 shares were issued as common stock and 1.4456 was issued in cash of $53.20.

Filing footnotes · ownership attribution and instrument terms

F1: 380.6147 restricted stock units became fully vested on August 25, 2020 of which 380 shares were issued as common stock and .6147 was issued in cash of $22.62.

F2: 756.9196 restricted stock units became fully vested on August 25, 2020 of which 756 shares were issued as common stock and .9196 was issued in cash of $33.84.

F3: 1,502.4456 restricted stock units became fully vested on August 25, 2020 of which 1,501 shares were issued as common stock and 1.4456 was issued in cash of $53.20.

F4: Each restricted sotck unit represents a contingent rtight to receive one (1) share of Columbus McKinnon Corporation common stock.

Schneider National, Inc.

Report date January 02, 2018 · Filed January 04, 2018

Security / awardOwnership accountDisclosed shares / unitsDisclosure context
Class B Common StockSEC Table I · non-derivativeDirect153,147 Ending reported balance After 2018-01-02 transaction · row 2
2 source rows · reconciled sequence

Row 1 · 2018-01-02 · Grant · Acquired 653 · Balance 152,060

F1: Represents fully vested shares received in lieu of cash retainer amounts. The number of shares was determined based on the closing share price of $28.75 on January 2, 2018 pursuant to the terms of the Company's Director Compensation Policy.

Row 2 · 2018-01-02 · Grant · Acquired 1,087 · Balance 153,147

F2: Represents fully vested shares issued as equity retainer amounts under the Schneider National, Inc. 2017 Omnibus Incentive Plan.

Class B Common StockSEC Table I · non-derivativeIndirectBy Spouse in Trust633,210 Reported balance Holding disclosure · report date 2018-01-02 · row 3 Holding and transaction disclosures are not merged.
1 source row

Row 3 · Balance 633,210

Filing footnotes · ownership attribution and instrument terms

F1: Represents fully vested shares received in lieu of cash retainer amounts. The number of shares was determined based on the closing share price of $28.75 on January 2, 2018 pursuant to the terms of the Company's Director Compensation Policy.

F2: Represents fully vested shares issued as equity retainer amounts under the Schneider National, Inc. 2017 Omnibus Incentive Plan.

WELLTOWER INC.

Report date February 18, 2020 · Filed February 19, 2020

Security / awardOwnership accountDisclosed shares / unitsDisclosure context
Common StockSEC Table I · non-derivativeIndirectTrust39,486 Reported balance After 2020-02-18 transaction · row 1 Holding and transaction disclosures are not merged.
1 source row

Row 1 · 2020-02-18 · Other · Disposed 5,001 · Balance 39,486

F1: The shares were transferred by Mr. Trumbull to the R. Scott Trumbull Trust dated 04/06/2000. No amount was paid in connection with this transfer.

F2: The shares are held in the Irrevocable Lifetime Spousal Credit Trust of R. Scott Trumbull U/A/D 12/13/2012 for the benefit of Mr. Trumbull's spouse and children. Mr. Trumbull's spouse is the trustee of the trust. Mr. Trumbull disclaims beneficial ownership of these shares, and the filing of this report is not an admission that Mr. Trumbull is the beneficial owner of these shares for purposes of Section 16 or for any other purpose.

Common StockSEC Table I · non-derivativeIndirectTrust26,598 Reported balance Holding disclosure · report date 2020-02-18 · row 3 Holding and transaction disclosures are not merged.
1 source row

Row 3 · Balance 26,598

F3: The shares are held in the R. Scott Trumbull Trust dated 04/06/2000 for the benefit of Mr. Trumbull's spouse and children. Mr. Trumbull disclaims beneficial ownership of these shares, and the filing of this report is not an admission that Mr. Trumbull is the beneficial owner of these shares for purposes of Section 16 or for any other purpose.

Common StockSEC Table I · non-derivativeDirect1,890 Reported balance Holding disclosure · report date 2020-02-18 · row 2 Holding and transaction disclosures are not merged.
1 source row

Row 2 · Balance 1,890

Common StockSEC Table I · non-derivativeIndirectIRA7,087 Reported balance Holding disclosure · report date 2020-02-18 · row 4 Holding and transaction disclosures are not merged.
1 source row

Row 4 · Balance 7,087

Filing footnotes · ownership attribution and instrument terms

F1: The shares were transferred by Mr. Trumbull to the R. Scott Trumbull Trust dated 04/06/2000. No amount was paid in connection with this transfer.

F2: The shares are held in the Irrevocable Lifetime Spousal Credit Trust of R. Scott Trumbull U/A/D 12/13/2012 for the benefit of Mr. Trumbull's spouse and children. Mr. Trumbull's spouse is the trustee of the trust. Mr. Trumbull disclaims beneficial ownership of these shares, and the filing of this report is not an admission that Mr. Trumbull is the beneficial owner of these shares for purposes of Section 16 or for any other purpose.

F3: The shares are held in the R. Scott Trumbull Trust dated 04/06/2000 for the benefit of Mr. Trumbull's spouse and children. Mr. Trumbull disclaims beneficial ownership of these shares, and the filing of this report is not an admission that Mr. Trumbull is the beneficial owner of these shares for purposes of Section 16 or for any other purpose.

Transaction history

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Purchases/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 dateCompanyActivity / securityShares / unitsReported priceReported valueDetails
February 21, 2017 Filed Feb 22, 2017 22:29 UTC COLUMBUS MCKINNON CORP CMCO · Entity 5477 GrantRestricted Stock Units · Derivative 1.1074 $0.00 $0.00
Disclosure

SEC source: 0001005229-17-000042 · wf-form4_148780254101268.xml · derivative · entry 3

TRUMBULL R SCOTT · CIK 0001210705 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 761.4446

Underlying: Common Stock · 760.3372 shares

Expires not disclosed

F1 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one (1) share of Columbus McKinnon Corporation common stock.

F2 · derivative.exercise_price: Represents additional restricted stock units attributable to dividend reinvestment.

F4 · derivative.exercise_date: Subject to forfeiture, units become fully vested 50% on July 27, 2017 and 50% on July 27, 2018, if reporting person remains a director of issuer.

F4 · derivative.expiration_date: Subject to forfeiture, units become fully vested 50% on July 27, 2017 and 50% on July 27, 2018, if reporting person remains a director of issuer.

Read SEC document
February 21, 2017 Filed Feb 22, 2017 22:29 UTC COLUMBUS MCKINNON CORP CMCO · Entity 5477 GrantRestricted Stock Units · Derivative 2.2148 $0.00 $0.00
Disclosure

SEC source: 0001005229-17-000042 · wf-form4_148780254101268.xml · derivative · entry 2

TRUMBULL R SCOTT · CIK 0001210705 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 1,508.2319

Underlying: Common Stock · 1,506.0171 shares

Expires not disclosed

F1 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one (1) share of Columbus McKinnon Corporation common stock.

F2 · derivative.exercise_price: Represents additional restricted stock units attributable to dividend reinvestment.

F3 · derivative.exercise_date: Subject to forfeiture, units become fully vested and non-forfeitable 50% on July 18, 2017, 25% on July 18, 2018 and 25% on July 18, 2019, if reporting person remains a director of issuer.

F3 · derivative.expiration_date: Subject to forfeiture, units become fully vested and non-forfeitable 50% on July 18, 2017, 25% on July 18, 2018 and 25% on July 18, 2019, if reporting person remains a director of issuer.

Read SEC document
February 12, 2017 Filed Feb 13, 2017 23:35 UTC WELLTOWER INC. HCN · Entity 2853 Exercise / conversionDeferred Stock Units · Derivative 2,298 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001209191-17-010190 · doc4.xml · derivative · entry 5

TRUMBULL R SCOTT · CIK 0001210705 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 2,142

Underlying: Common · 2,298 shares

Expires 2017-02-12

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.

F3 · derivative.exercise_price: These deferred stock units were granted without cash consideration on February 12, 2016 under the Amended and Restated Welltower Inc. 2005 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 one installment, with 2,298 units having vested on February 12, 2017.

F3 · price: These deferred stock units were granted without cash consideration on February 12, 2016 under the Amended and Restated Welltower Inc. 2005 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 one installment, with 2,298 units having vested on February 12, 2017.

F3 · derivative.exercise_date: These deferred stock units were granted without cash consideration on February 12, 2016 under the Amended and Restated Welltower Inc. 2005 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 one installment, with 2,298 units having vested on February 12, 2017.

F3 · derivative.expiration_date: These deferred stock units were granted without cash consideration on February 12, 2016 under the Amended and Restated Welltower Inc. 2005 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 one installment, with 2,298 units having vested on February 12, 2017.

F1 · derivative.underlying_shares: The reported transaction was a vesting of 2,298 deferred stock units on February 12, 2017, resulting in the issuance of 2,298 shares of common stock. No amount was payable in connection with the vesting or the common stock issuance.

F4 · balance_after: Includes 2,142 deferred stock units granted on February 9, 2017; with 2,142 units vesting on February 9, 2018.

Read SEC document
February 12, 2017 Filed Feb 13, 2017 23:35 UTC WELLTOWER INC. HCN · Entity 2853 Exercise / conversionCommon Stock 2,298 $0.00 $0.00
Disclosure

SEC source: 0001209191-17-010190 · doc4.xml · nonDerivative · entry 1

TRUMBULL R SCOTT · CIK 0001210705 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 35,572.0595

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.

F1 · price: The reported transaction was a vesting of 2,298 deferred stock units on February 12, 2017, resulting in the issuance of 2,298 shares of common stock. No amount was payable in connection with the vesting or the common stock issuance.

Read SEC document
February 09, 2017 Filed Feb 13, 2017 23:35 UTC WELLTOWER INC. HCN · Entity 2853 GrantDeferred Stock Units · Derivative 2,142 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001209191-17-010190 · doc4.xml · derivative · entry 4

TRUMBULL R SCOTT · CIK 0001210705 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 4,400

Underlying: Common · 2,142 shares

Expires 2018-02-09

F2 · derivative.exercise_price: These deferred stock units were granted without cash consideration on February 9, 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 one installment on the first anniversary of the grant date.

F2 · price: These deferred stock units were granted without cash consideration on February 9, 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 one installment on the first anniversary of the grant date.

F2 · derivative.exercise_date: These deferred stock units were granted without cash consideration on February 9, 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 one installment on the first anniversary of the grant date.

F2 · derivative.expiration_date: These deferred stock units were granted without cash consideration on February 9, 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 one installment on the first anniversary of the grant date.

F2 · derivative.underlying_shares: These deferred stock units were granted without cash consideration on February 9, 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 one installment on the first anniversary of the grant date.

Read SEC document
February 06, 2017 Filed Feb 8, 2017 22:03 UTC WELLTOWER INC. HCN · Entity 2853 Exercise / conversionDeferred Stock Units · Derivative 562 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001209191-17-008725 · doc4.xml · derivative · entry 5

TRUMBULL R SCOTT · CIK 0001210705 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 2,298

Underlying: Common · 562 shares

Expires 2017-02-06

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 6, 2014 under the Amended and Restated Welltower Inc. 2005 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 three installments, with 563 units having vested on February 6 of each of 2015 and 2016 and 562 units having vested on February 6, 2017.

F2 · price: These deferred stock units were granted without cash consideration on February 6, 2014 under the Amended and Restated Welltower Inc. 2005 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 three installments, with 563 units having vested on February 6 of each of 2015 and 2016 and 562 units having vested on February 6, 2017.

F2 · derivative.exercise_date: These deferred stock units were granted without cash consideration on February 6, 2014 under the Amended and Restated Welltower Inc. 2005 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 three installments, with 563 units having vested on February 6 of each of 2015 and 2016 and 562 units having vested on February 6, 2017.

F2 · derivative.expiration_date: These deferred stock units were granted without cash consideration on February 6, 2014 under the Amended and Restated Welltower Inc. 2005 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 three installments, with 563 units having vested on February 6 of each of 2015 and 2016 and 562 units having vested on February 6, 2017.

F1 · derivative.underlying_shares: The reported transaction was a vesting of 562 deferred stock units on February 6, 2017, resulting in the issuance of 562 shares of common stock. No amount was payable in connection with the vesting or the common stock issuance.

F3 · balance_after: Includes 2,298 deferred stock units granted on February 12, 2016; with 2,298 units vesting on February 12, 2017.

Read SEC document
February 06, 2017 Filed Feb 8, 2017 22:03 UTC WELLTOWER INC. HCN · Entity 2853 Exercise / conversionCommon Stock 562 $0.00 $0.00
Disclosure

SEC source: 0001209191-17-008725 · doc4.xml · nonDerivative · entry 1

TRUMBULL R SCOTT · CIK 0001210705 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 33,274

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.

F1 · price: The reported transaction was a vesting of 562 deferred stock units on February 6, 2017, resulting in the issuance of 562 shares of common stock. No amount was payable in connection with the vesting or the common stock issuance.

Read SEC document
November 30, 2016 Filed Dec 6, 2016 21:23 UTC WELLTOWER INC. HCN · Entity 2853 GiftCommon Stock 4,755 $0.00 $0.00
Disclosure

SEC source: 0001209191-16-153670 · doc4.xml · nonDerivative · entry 1

TRUMBULL R SCOTT · CIK 0001210705 · Director

10b5-1 filing: Not disclosed

Ownership: Indirect · Trust

Disclosed balance after: 32,712

F1 · price: The securities were gifted and had no disposition or acquisition price.

F2 · balance_after: Amount includes shares acquired as a result of reinvestment of dividends under the dividend reinvestment plan.

Read SEC document
November 21, 2016 Filed Nov 22, 2016 22:54 UTC COLUMBUS MCKINNON CORP CMCO · Entity 5477 GrantRestricted Stock Units · Derivative 0.6245 $0.00 $0.00
Disclosure

SEC source: 0001005229-16-000520 · wf-form4_147985525752093.xml · derivative · entry 4

TRUMBULL R SCOTT · CIK 0001210705 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 382.4793

Underlying: Common Stock · 381.8548 shares

Expires not disclosed

F1 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one (1) share of Columbus McKinnon Corporation common stock.

F2 · derivative.exercise_price: Represents additional restricted stock units attributable to dividend reinvestment.

F5 · derivative.exercise_date: Subject to forfeiture, units become fully vested and non-forfeitable on July 28, 2017, if reporting person remains a director of issuer.

F5 · derivative.expiration_date: Subject to forfeiture, units become fully vested and non-forfeitable on July 28, 2017, if reporting person remains a director of issuer.

Read SEC document
November 21, 2016 Filed Nov 22, 2016 22:54 UTC COLUMBUS MCKINNON CORP CMCO · Entity 5477 GrantRestricted Stock Units · Derivative 1.249 $0.00 $0.00
Disclosure

SEC source: 0001005229-16-000520 · wf-form4_147985525752093.xml · derivative · entry 3

TRUMBULL R SCOTT · CIK 0001210705 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 760.3372

Underlying: Common Stock · 759.0882 shares

Expires not disclosed

F1 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one (1) share of Columbus McKinnon Corporation common stock.

F2 · derivative.exercise_price: Represents additional restricted stock units attributable to dividend reinvestment.

F4 · derivative.exercise_date: Subject to forfeiture, units become fully vested 50% on July 27, 2017 and 50% on July 27, 2018, if reporting person remains a director of issuer.

F4 · derivative.expiration_date: Subject to forfeiture, units become fully vested 50% on July 27, 2017 and 50% on July 27, 2018, if reporting person remains a director of issuer.

Read SEC document
November 21, 2016 Filed Nov 22, 2016 22:54 UTC COLUMBUS MCKINNON CORP CMCO · Entity 5477 GrantRestricted Stock Units · Derivative 2.498 $0.00 $0.00
Disclosure

SEC source: 0001005229-16-000520 · wf-form4_147985525752093.xml · derivative · entry 2

TRUMBULL R SCOTT · CIK 0001210705 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 1,506.0171

Underlying: Common Stock · 1,503.5191 shares

Expires not disclosed

F1 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one (1) share of Columbus McKinnon Corporation common stock.

F2 · derivative.exercise_price: Represents additional restricted stock units attributable to dividend reinvestment.

F3 · derivative.exercise_date: Subject to forfeiture, units become fully vested and non-forfeitable 50% on July 18, 2017, 25% on July 18, 2018 and 25% on July 18, 2019, if reporting person remains a director of issuer.

F3 · derivative.expiration_date: Subject to forfeiture, units become fully vested and non-forfeitable 50% on July 18, 2017, 25% on July 18, 2018 and 25% on July 18, 2019, if reporting person remains a director of issuer.

Read SEC document
February 12, 2016 Filed Feb 16, 2016 20:15 UTC WELLTOWER INC. HCN · Entity 2853 GrantDeferred Stock Units · Derivative 2,758 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001209191-16-098609 · doc4.xml · derivative · entry 1

TRUMBULL R SCOTT · CIK 0001210705 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 3,320

Underlying: Common · 2,758 shares

Expires 2017-02-12

F1 · derivative.exercise_price: These deferred stock units were granted without cash consideration on February 12, 2016 under the Amended and Restated Welltower Inc. 2005 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 one installment, with 2,758 units vesting on February 12, 2017.

F1 · price: These deferred stock units were granted without cash consideration on February 12, 2016 under the Amended and Restated Welltower Inc. 2005 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 one installment, with 2,758 units vesting on February 12, 2017.

F1 · derivative.exercise_date: These deferred stock units were granted without cash consideration on February 12, 2016 under the Amended and Restated Welltower Inc. 2005 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 one installment, with 2,758 units vesting on February 12, 2017.

F1 · derivative.expiration_date: These deferred stock units were granted without cash consideration on February 12, 2016 under the Amended and Restated Welltower Inc. 2005 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 one installment, with 2,758 units vesting on February 12, 2017.

F1 · derivative.underlying_shares: These deferred stock units were granted without cash consideration on February 12, 2016 under the Amended and Restated Welltower Inc. 2005 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 one installment, with 2,758 units vesting on February 12, 2017.

F2 · balance_after: Includes (i) 562 deferred stock units granted on February 6, 2014, with 562 units vesting February 6, 2017; and (ii) 2,758 deferred stock units granted on February 12, 2016, with 2,758 units vesting on February 12, 2017.

Read SEC document
February 12, 2016 Filed Feb 22, 2016 21:51 UTC Amendment WELLTOWER INC. HCN · Entity 2853 GrantDeferred Stock Units · Derivative 2,298 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001209191-16-100988 · doc4a.xml · derivative · entry 1

TRUMBULL R SCOTT · CIK 0001210705 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 2,860

Underlying: Common · 2,298 shares

Expires 2017-02-12

F1 · derivative.exercise_price: These deferred stock units were granted without cash consideration on February 12, 2016 under the Amended and Restated Welltower Inc. 2005 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 one installment, with 2,298 units vesting on February 12, 2017. The original Form 4 filed on February 16, 2016 inadvertently reported a grant of 2,758 deferred stock units due to a clerical error.

F1 · price: These deferred stock units were granted without cash consideration on February 12, 2016 under the Amended and Restated Welltower Inc. 2005 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 one installment, with 2,298 units vesting on February 12, 2017. The original Form 4 filed on February 16, 2016 inadvertently reported a grant of 2,758 deferred stock units due to a clerical error.

F1 · derivative.exercise_date: These deferred stock units were granted without cash consideration on February 12, 2016 under the Amended and Restated Welltower Inc. 2005 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 one installment, with 2,298 units vesting on February 12, 2017. The original Form 4 filed on February 16, 2016 inadvertently reported a grant of 2,758 deferred stock units due to a clerical error.

F1 · derivative.expiration_date: These deferred stock units were granted without cash consideration on February 12, 2016 under the Amended and Restated Welltower Inc. 2005 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 one installment, with 2,298 units vesting on February 12, 2017. The original Form 4 filed on February 16, 2016 inadvertently reported a grant of 2,758 deferred stock units due to a clerical error.

F1 · derivative.underlying_shares: These deferred stock units were granted without cash consideration on February 12, 2016 under the Amended and Restated Welltower Inc. 2005 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 one installment, with 2,298 units vesting on February 12, 2017. The original Form 4 filed on February 16, 2016 inadvertently reported a grant of 2,758 deferred stock units due to a clerical error.

F2 · balance_after: Includes (i) 562 deferred stock units granted on February 6, 2014, with 562 units vesting February 6, 2017; and (ii) 2,298 deferred stock units granted on February 12, 2016, with 2,298 units vesting on February 12, 2017.

Read SEC document
February 07, 2016 Filed Feb 9, 2016 22:23 UTC WELLTOWER INC. HCN · Entity 2853 Exercise / conversionDeferred Stock Units · Derivative 511 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001209191-16-096916 · doc4.xml · derivative · entry 6

TRUMBULL R SCOTT · CIK 0001210705 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 0

Underlying: Common · 511 shares

Expires 2016-02-07

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.

F5 · derivative.exercise_price: These deferred stock units were granted without cash consideration on February 7, 2013 under the Amended and Restated Welltower Inc. 2005 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 three installments, with 512 units having vested on February 7, 2014, 511 units having vested on February 7 of each of 2015 and 2016.

F5 · price: These deferred stock units were granted without cash consideration on February 7, 2013 under the Amended and Restated Welltower Inc. 2005 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 three installments, with 512 units having vested on February 7, 2014, 511 units having vested on February 7 of each of 2015 and 2016.

F5 · derivative.exercise_date: These deferred stock units were granted without cash consideration on February 7, 2013 under the Amended and Restated Welltower Inc. 2005 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 three installments, with 512 units having vested on February 7, 2014, 511 units having vested on February 7 of each of 2015 and 2016.

F5 · derivative.expiration_date: These deferred stock units were granted without cash consideration on February 7, 2013 under the Amended and Restated Welltower Inc. 2005 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 three installments, with 512 units having vested on February 7, 2014, 511 units having vested on February 7 of each of 2015 and 2016.

F1 · derivative.underlying_shares: The reported transaction was a vesting of 511 deferred stock units on February 7, 2016, resulting in the issuance of 511 shares of common stock. No amount was payable in connection with the vesting or the common stock issuance.

Read SEC document
February 07, 2016 Filed Feb 9, 2016 22:23 UTC WELLTOWER INC. HCN · Entity 2853 Exercise / conversionCommon Stock 511 $0.00 $0.00
Disclosure

SEC source: 0001209191-16-096916 · doc4.xml · nonDerivative · entry 1

TRUMBULL R SCOTT · CIK 0001210705 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 31,964.1086

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.

F1 · price: The reported transaction was a vesting of 511 deferred stock units on February 7, 2016, resulting in the issuance of 511 shares of common stock. No amount was payable in connection with the vesting or the common stock issuance.

Read SEC document
February 06, 2016 Filed Feb 9, 2016 22:23 UTC WELLTOWER INC. HCN · Entity 2853 Exercise / conversionDeferred Stock Units · Derivative 563 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001209191-16-096916 · doc4.xml · derivative · entry 7

TRUMBULL R SCOTT · CIK 0001210705 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 562

Underlying: Common · 563 shares

Expires 2016-02-06

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.

F6 · derivative.exercise_price: These deferred stock units were granted without cash consideration on February 6, 2014 under the Amended and Restated Welltower Inc. 2005 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 three installments, with 563 units having vested on February 6 of each of 2015 and 2016 and 562 units vesting on February 6, 2017.

F6 · price: These deferred stock units were granted without cash consideration on February 6, 2014 under the Amended and Restated Welltower Inc. 2005 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 three installments, with 563 units having vested on February 6 of each of 2015 and 2016 and 562 units vesting on February 6, 2017.

F6 · derivative.exercise_date: These deferred stock units were granted without cash consideration on February 6, 2014 under the Amended and Restated Welltower Inc. 2005 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 three installments, with 563 units having vested on February 6 of each of 2015 and 2016 and 562 units vesting on February 6, 2017.

F6 · derivative.expiration_date: These deferred stock units were granted without cash consideration on February 6, 2014 under the Amended and Restated Welltower Inc. 2005 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 three installments, with 563 units having vested on February 6 of each of 2015 and 2016 and 562 units vesting on February 6, 2017.

F2 · derivative.underlying_shares: The reported transaction was a vesting of 563 deferred stock units on February 6, 2016, resulting in the issuance of 563 shares of common stock. No amount was payable in connection with the vesting or the common stock issuance.

F6 · balance_after: These deferred stock units were granted without cash consideration on February 6, 2014 under the Amended and Restated Welltower Inc. 2005 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 three installments, with 563 units having vested on February 6 of each of 2015 and 2016 and 562 units vesting on February 6, 2017.

Read SEC document
February 06, 2016 Filed Feb 9, 2016 22:23 UTC WELLTOWER INC. HCN · Entity 2853 Exercise / conversionCommon Stock 563 $0.00 $0.00
Disclosure

SEC source: 0001209191-16-096916 · doc4.xml · nonDerivative · entry 2

TRUMBULL R SCOTT · CIK 0001210705 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 32,527.1086

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 reported transaction was a vesting of 563 deferred stock units on February 6, 2016, resulting in the issuance of 563 shares of common stock. No amount was payable in connection with the vesting or the common stock issuance.

Read SEC document
February 05, 2016 Filed Feb 9, 2016 22:23 UTC WELLTOWER INC. HCN · Entity 2853 Exercise / conversionDeferred Stock Units · Derivative 1,532 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001209191-16-096916 · doc4.xml · derivative · entry 8

TRUMBULL R SCOTT · CIK 0001210705 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 0

Underlying: Common · 1,532 shares

Expires 2016-02-05

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.

F7 · derivative.exercise_price: These deferred stock units were granted without cash consideration on February 5, 2015 under the Amended and Restated Welltower Inc. 2005 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 one installment, with 1,532 units having vested on February 5, 2016.

F7 · price: These deferred stock units were granted without cash consideration on February 5, 2015 under the Amended and Restated Welltower Inc. 2005 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 one installment, with 1,532 units having vested on February 5, 2016.

F7 · derivative.exercise_date: These deferred stock units were granted without cash consideration on February 5, 2015 under the Amended and Restated Welltower Inc. 2005 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 one installment, with 1,532 units having vested on February 5, 2016.

F7 · derivative.expiration_date: These deferred stock units were granted without cash consideration on February 5, 2015 under the Amended and Restated Welltower Inc. 2005 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 one installment, with 1,532 units having vested on February 5, 2016.

F3 · derivative.underlying_shares: The reported transaction was a vesting of 1,532 deferred stock units on February 5, 2016, resulting in the issuance of 1,532 shares of common stock. No amount was payable in connection with the vesting or the common stock issuance.

Read SEC document
February 05, 2016 Filed Feb 9, 2016 22:23 UTC WELLTOWER INC. HCN · Entity 2853 Exercise / conversionCommon Stock 1,532 $0.00 $0.00
Disclosure

SEC source: 0001209191-16-096916 · doc4.xml · nonDerivative · entry 3

TRUMBULL R SCOTT · CIK 0001210705 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 35,585.1675

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 reported transaction was a vesting of 1,532 deferred stock units on February 5, 2016, resulting in the issuance of 1,532 shares of common stock. No amount was payable in connection with the vesting or the common stock issuance.

F4 · balance_after: Amount includes 1526.0589 shares acquired in 2015 under the dividend reinvestment plan.

Read SEC document
February 07, 2015 Filed Feb 9, 2015 22:52 UTC WELLTOWER INC. HCN · Entity 2853 Exercise / conversionDeferred Stock Units · Derivative 511 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001209191-15-010950 · doc4.xml · derivative · entry 5

TRUMBULL R SCOTT · CIK 0001210705 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 2,199

Underlying: Common · 511 shares

Expires 2015-02-07

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.

F5 · derivative.exercise_price: These deferred stock units were granted without cash consideration on February 7, 2013 under the Amended and Restated Health Care REIT, Inc. 2005 Long-Term Incentive Plan. Each deferred stock unit represents a right to receive one share of common stock of Health Care REIT, Inc. at the time of vesting of the unit. These deferred stock units vest in three installments, with 512 units having vested on February 7, 2014, 511 units having vested on February 7, 2015 and 511 units vesting on February 7, 2016.

F5 · price: These deferred stock units were granted without cash consideration on February 7, 2013 under the Amended and Restated Health Care REIT, Inc. 2005 Long-Term Incentive Plan. Each deferred stock unit represents a right to receive one share of common stock of Health Care REIT, Inc. at the time of vesting of the unit. These deferred stock units vest in three installments, with 512 units having vested on February 7, 2014, 511 units having vested on February 7, 2015 and 511 units vesting on February 7, 2016.

F5 · derivative.exercise_date: These deferred stock units were granted without cash consideration on February 7, 2013 under the Amended and Restated Health Care REIT, Inc. 2005 Long-Term Incentive Plan. Each deferred stock unit represents a right to receive one share of common stock of Health Care REIT, Inc. at the time of vesting of the unit. These deferred stock units vest in three installments, with 512 units having vested on February 7, 2014, 511 units having vested on February 7, 2015 and 511 units vesting on February 7, 2016.

F5 · derivative.expiration_date: These deferred stock units were granted without cash consideration on February 7, 2013 under the Amended and Restated Health Care REIT, Inc. 2005 Long-Term Incentive Plan. Each deferred stock unit represents a right to receive one share of common stock of Health Care REIT, Inc. at the time of vesting of the unit. These deferred stock units vest in three installments, with 512 units having vested on February 7, 2014, 511 units having vested on February 7, 2015 and 511 units vesting on February 7, 2016.

F1 · derivative.underlying_shares: The reported transaction was a vesting of 511 deferred stock units on February 7, 2015, resulting in the issuance of 511 shares of common stock. No amount was payable in connection with the vesting or the common stock issuance.

Read SEC document
February 07, 2015 Filed Feb 9, 2015 22:52 UTC WELLTOWER INC. HCN · Entity 2853 Exercise / conversionCommon Stock 511 $0.00 $0.00
Disclosure

SEC source: 0001209191-15-010950 · doc4.xml · nonDerivative · entry 1

TRUMBULL R SCOTT · CIK 0001210705 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 30,890.1086

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.

F1 · price: The reported transaction was a vesting of 511 deferred stock units on February 7, 2015, resulting in the issuance of 511 shares of common stock. No amount was payable in connection with the vesting or the common stock issuance.

Read SEC document
February 06, 2015 Filed Feb 9, 2015 22:52 UTC WELLTOWER INC. HCN · Entity 2853 Exercise / conversionDeferred Stock Units · Derivative 563 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001209191-15-010950 · doc4.xml · derivative · entry 6

TRUMBULL R SCOTT · CIK 0001210705 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 1,636

Underlying: Common · 563 shares

Expires 2015-02-06

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.

F6 · derivative.exercise_price: These deferred stock units were granted without cash consideration on February 6, 2014 under the Amended and Restated Health Care REIT, Inc. 2005 Long-Term Incentive Plan. Each deferred stock unit represents a right to receive one share of common stock of Health Care REIT, Inc. at the time of vesting of the unit. These deferred stock units vest in three installments, with 563 units having vested on February 6, 2015, 563 units vesting on February 6, 2016 and 562 units vesting on February 6, 2017.

F6 · price: These deferred stock units were granted without cash consideration on February 6, 2014 under the Amended and Restated Health Care REIT, Inc. 2005 Long-Term Incentive Plan. Each deferred stock unit represents a right to receive one share of common stock of Health Care REIT, Inc. at the time of vesting of the unit. These deferred stock units vest in three installments, with 563 units having vested on February 6, 2015, 563 units vesting on February 6, 2016 and 562 units vesting on February 6, 2017.

F6 · derivative.exercise_date: These deferred stock units were granted without cash consideration on February 6, 2014 under the Amended and Restated Health Care REIT, Inc. 2005 Long-Term Incentive Plan. Each deferred stock unit represents a right to receive one share of common stock of Health Care REIT, Inc. at the time of vesting of the unit. These deferred stock units vest in three installments, with 563 units having vested on February 6, 2015, 563 units vesting on February 6, 2016 and 562 units vesting on February 6, 2017.

F6 · derivative.expiration_date: These deferred stock units were granted without cash consideration on February 6, 2014 under the Amended and Restated Health Care REIT, Inc. 2005 Long-Term Incentive Plan. Each deferred stock unit represents a right to receive one share of common stock of Health Care REIT, Inc. at the time of vesting of the unit. These deferred stock units vest in three installments, with 563 units having vested on February 6, 2015, 563 units vesting on February 6, 2016 and 562 units vesting on February 6, 2017.

F2 · derivative.underlying_shares: The reported transaction was a vesting of 563 deferred stock units on February 6, 2015, resulting in the issuance of 563 shares of common stock. No amount was payable in connection with the vesting or the common stock issuance.

Read SEC document
February 06, 2015 Filed Feb 9, 2015 22:52 UTC WELLTOWER INC. HCN · Entity 2853 Exercise / conversionCommon Stock 563 $0.00 $0.00
Disclosure

SEC source: 0001209191-15-010950 · doc4.xml · nonDerivative · entry 2

TRUMBULL R SCOTT · CIK 0001210705 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 31,453.1086

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 reported transaction was a vesting of 563 deferred stock units on February 6, 2015, resulting in the issuance of 563 shares of common stock. No amount was payable in connection with the vesting or the common stock issuance.

Read SEC document
February 05, 2015 Filed Feb 9, 2015 22:52 UTC WELLTOWER INC. HCN · Entity 2853 GrantDeferred Stock Units · Derivative 1,532 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001209191-15-010950 · doc4.xml · derivative · entry 7

TRUMBULL R SCOTT · CIK 0001210705 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 3,168

Underlying: Common · 1,532 shares

Expires 2016-02-05

F7 · derivative.exercise_price: These deferred stock units were granted without cash consideration on February 5, 2015 under the Amended and Restated Health Care REIT, Inc. 2005 Long-Term Incentive Plan. Each deferred stock unit represents a right to receive one share of common stock of Health Care REIT, Inc. at the time of vesting of the unit. These deferred stock units vest in one installment, with 1,532 units vesting on February 5, 2016.

F7 · price: These deferred stock units were granted without cash consideration on February 5, 2015 under the Amended and Restated Health Care REIT, Inc. 2005 Long-Term Incentive Plan. Each deferred stock unit represents a right to receive one share of common stock of Health Care REIT, Inc. at the time of vesting of the unit. These deferred stock units vest in one installment, with 1,532 units vesting on February 5, 2016.

F7 · derivative.exercise_date: These deferred stock units were granted without cash consideration on February 5, 2015 under the Amended and Restated Health Care REIT, Inc. 2005 Long-Term Incentive Plan. Each deferred stock unit represents a right to receive one share of common stock of Health Care REIT, Inc. at the time of vesting of the unit. These deferred stock units vest in one installment, with 1,532 units vesting on February 5, 2016.

F7 · derivative.expiration_date: These deferred stock units were granted without cash consideration on February 5, 2015 under the Amended and Restated Health Care REIT, Inc. 2005 Long-Term Incentive Plan. Each deferred stock unit represents a right to receive one share of common stock of Health Care REIT, Inc. at the time of vesting of the unit. These deferred stock units vest in one installment, with 1,532 units vesting on February 5, 2016.

F7 · derivative.underlying_shares: These deferred stock units were granted without cash consideration on February 5, 2015 under the Amended and Restated Health Care REIT, Inc. 2005 Long-Term Incentive Plan. Each deferred stock unit represents a right to receive one share of common stock of Health Care REIT, Inc. at the time of vesting of the unit. These deferred stock units vest in one installment, with 1,532 units vesting on February 5, 2016.

F8 · balance_after: Includes (i) 511 deferred stock units granted on February 7, 2013, with 511 units vesting on February 7, 2016; (ii) 1,125 deferred stock units granted on February 6, 2014; with 563 units vesting on February 6, 2016 and 562 units vesting on February 7, 2017 and (iii) 1,532 deferred stock units granted on February 5, 2015, with 1,532 units vesting on February 5, 2016.

Read SEC document
January 26, 2015 Filed Jan 28, 2015 20:50 UTC WELLTOWER INC. HCN · Entity 2853 Exercise / conversionDeferred Stock Units · Derivative 552 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001209191-15-007015 · doc4.xml · derivative · entry 4

TRUMBULL R SCOTT · CIK 0001210705 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 2,710

Underlying: Common · 552 shares

Expires 2015-01-26

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.

F5 · derivative.exercise_price: These deferred stock units were granted without cash consideration on January 26, 2012 under the Amended and Restated Health Care REIT, Inc. 2005 Long-Term Incentive Plan. Each deferred stock unit represents a right to receive one share of common stock of Health Care REIT, Inc. at the time of vesting of the unit. These deferred stock units vest in three installments, with 553 units having vested on January 26 of each of 2013 and 2014 and 552 units having vested on January 26, 2015.

F5 · price: These deferred stock units were granted without cash consideration on January 26, 2012 under the Amended and Restated Health Care REIT, Inc. 2005 Long-Term Incentive Plan. Each deferred stock unit represents a right to receive one share of common stock of Health Care REIT, Inc. at the time of vesting of the unit. These deferred stock units vest in three installments, with 553 units having vested on January 26 of each of 2013 and 2014 and 552 units having vested on January 26, 2015.

F5 · derivative.exercise_date: These deferred stock units were granted without cash consideration on January 26, 2012 under the Amended and Restated Health Care REIT, Inc. 2005 Long-Term Incentive Plan. Each deferred stock unit represents a right to receive one share of common stock of Health Care REIT, Inc. at the time of vesting of the unit. These deferred stock units vest in three installments, with 553 units having vested on January 26 of each of 2013 and 2014 and 552 units having vested on January 26, 2015.

F5 · derivative.expiration_date: These deferred stock units were granted without cash consideration on January 26, 2012 under the Amended and Restated Health Care REIT, Inc. 2005 Long-Term Incentive Plan. Each deferred stock unit represents a right to receive one share of common stock of Health Care REIT, Inc. at the time of vesting of the unit. These deferred stock units vest in three installments, with 553 units having vested on January 26 of each of 2013 and 2014 and 552 units having vested on January 26, 2015.

F1 · derivative.underlying_shares: The reported transaction was a vesting of 552 deferred stock units on January 26, 2015, resulting in the issuance of 552 shares of common stock. No amount was payable in connection with the vesting or the common stock issuance.

F6 · balance_after: Includes (i) 1,022 deferred stock units granted on February 7, 2013, with 511 units vesting on February 7 of each of 2015 and 2016 and (ii) 1,688 deferred stock units granted on February 6, 2014, with 563 units vesting on February 6 of each of 2015 and 2016 and 562 units vesting on February 6, 2017.

Read SEC document
January 26, 2015 Filed Jan 28, 2015 20:50 UTC WELLTOWER INC. HCN · Entity 2853 Exercise / conversionCommon Stock 552 $0.00 $0.00
Disclosure

SEC source: 0001209191-15-007015 · doc4.xml · nonDerivative · entry 1

TRUMBULL R SCOTT · CIK 0001210705 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 30,379.1086

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.

F1 · price: The reported transaction was a vesting of 552 deferred stock units on January 26, 2015, resulting in the issuance of 552 shares of common stock. No amount was payable in connection with the vesting or the common stock issuance.

F2 · balance_after: Amount includes 1420.7163 shares acquired in 2014 under the dividend reinvestment plan.

Read SEC document
February 07, 2014 Filed Feb 10, 2014 20:42 UTC WELLTOWER INC. HCN · Entity 2853 Exercise / conversionDeferred Stock Units · Derivative 512 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001209191-14-008667 · doc4.xml · derivative · entry 4

TRUMBULL R SCOTT · CIK 0001210705 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 1,574

Underlying: Common · 512 shares

Expires 2014-02-07

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.

F4 · derivative.exercise_price: These deferred stock units were granted without cash consideration on February 7, 2013 under the Amended and Restated Health Care REIT, Inc. 2005 Long-Term Incentive Plan. Each deferred stock unit represents a right to receive one share of common stock of Health Care REIT, Inc. at the time of vesting of the unit. These deferred stock units vest in three installments, with 512 units having vested on February 7, 2014 and 511 units vesting on February 7 of each of 2015 and 2016.

F4 · price: These deferred stock units were granted without cash consideration on February 7, 2013 under the Amended and Restated Health Care REIT, Inc. 2005 Long-Term Incentive Plan. Each deferred stock unit represents a right to receive one share of common stock of Health Care REIT, Inc. at the time of vesting of the unit. These deferred stock units vest in three installments, with 512 units having vested on February 7, 2014 and 511 units vesting on February 7 of each of 2015 and 2016.

F4 · derivative.exercise_date: These deferred stock units were granted without cash consideration on February 7, 2013 under the Amended and Restated Health Care REIT, Inc. 2005 Long-Term Incentive Plan. Each deferred stock unit represents a right to receive one share of common stock of Health Care REIT, Inc. at the time of vesting of the unit. These deferred stock units vest in three installments, with 512 units having vested on February 7, 2014 and 511 units vesting on February 7 of each of 2015 and 2016.

F4 · derivative.expiration_date: These deferred stock units were granted without cash consideration on February 7, 2013 under the Amended and Restated Health Care REIT, Inc. 2005 Long-Term Incentive Plan. Each deferred stock unit represents a right to receive one share of common stock of Health Care REIT, Inc. at the time of vesting of the unit. These deferred stock units vest in three installments, with 512 units having vested on February 7, 2014 and 511 units vesting on February 7 of each of 2015 and 2016.

F1 · derivative.underlying_shares: The reported transaction was a vesting of 512 deferred stock units on February 7, 2014, resulting in the issuance of 512 shares of common stock. No amount was payable in connection with the vesting or the common stock issuance.

Read SEC document
February 07, 2014 Filed Feb 10, 2014 20:42 UTC WELLTOWER INC. HCN · Entity 2853 Exercise / conversionCommon Stock 512 $0.00 $0.00
Disclosure

SEC source: 0001209191-14-008667 · doc4.xml · nonDerivative · entry 1

TRUMBULL R SCOTT · CIK 0001210705 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 27,197.7684

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.

F1 · price: The reported transaction was a vesting of 512 deferred stock units on February 7, 2014, resulting in the issuance of 512 shares of common stock. No amount was payable in connection with the vesting or the common stock issuance.

Read SEC document
February 06, 2014 Filed Feb 10, 2014 20:42 UTC WELLTOWER INC. HCN · Entity 2853 GrantDeferred Stock Units · Derivative 1,688 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001209191-14-008667 · doc4.xml · derivative · entry 5

TRUMBULL R SCOTT · CIK 0001210705 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 3,262

Underlying: Common · 1,688 shares

Expires 2017-02-06

F5 · derivative.exercise_price: These deferred stock units were granted without cash consideration on February 6, 2014 under the Amended and Restated Health Care REIT, Inc. 2005 Long-Term Incentive Plan. Each deferred stock unit represents a right to receive one share of common stock of Health Care REIT, Inc. at the time of vesting of the unit. These deferred stock units vest in three installments, with 563 units vesting on February 6 of each of 2015 and 2016 and 562 units vesting on February 6, 2017.

F5 · price: These deferred stock units were granted without cash consideration on February 6, 2014 under the Amended and Restated Health Care REIT, Inc. 2005 Long-Term Incentive Plan. Each deferred stock unit represents a right to receive one share of common stock of Health Care REIT, Inc. at the time of vesting of the unit. These deferred stock units vest in three installments, with 563 units vesting on February 6 of each of 2015 and 2016 and 562 units vesting on February 6, 2017.

F5 · derivative.exercise_date: These deferred stock units were granted without cash consideration on February 6, 2014 under the Amended and Restated Health Care REIT, Inc. 2005 Long-Term Incentive Plan. Each deferred stock unit represents a right to receive one share of common stock of Health Care REIT, Inc. at the time of vesting of the unit. These deferred stock units vest in three installments, with 563 units vesting on February 6 of each of 2015 and 2016 and 562 units vesting on February 6, 2017.

F5 · derivative.expiration_date: These deferred stock units were granted without cash consideration on February 6, 2014 under the Amended and Restated Health Care REIT, Inc. 2005 Long-Term Incentive Plan. Each deferred stock unit represents a right to receive one share of common stock of Health Care REIT, Inc. at the time of vesting of the unit. These deferred stock units vest in three installments, with 563 units vesting on February 6 of each of 2015 and 2016 and 562 units vesting on February 6, 2017.

F5 · derivative.underlying_shares: These deferred stock units were granted without cash consideration on February 6, 2014 under the Amended and Restated Health Care REIT, Inc. 2005 Long-Term Incentive Plan. Each deferred stock unit represents a right to receive one share of common stock of Health Care REIT, Inc. at the time of vesting of the unit. These deferred stock units vest in three installments, with 563 units vesting on February 6 of each of 2015 and 2016 and 562 units vesting on February 6, 2017.

F6 · balance_after: Includes (i) 552 deferred stock units granted on January 26, 2012, with 552 units vesting on January 26, 2015; (ii) 1,022 deferred stock units granted on February 7, 2013, with 511 units vesting on February 7 of each of 2015 and 2016 and (iii) 1,688 deferred stock units granted on February 6, 2014, with 563 units vesting on February 6 of each of 2015 and 2016 and 562 units vesting on February 6, 2017.

Read SEC document
January 27, 2014 Filed Jan 28, 2014 21:25 UTC WELLTOWER INC. HCN · Entity 2853 Exercise / conversionDeferred Stock Units · Derivative 644 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001209191-14-005312 · doc4.xml · derivative · entry 5

TRUMBULL R SCOTT · CIK 0001210705 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 2,639

Underlying: Common · 644 shares

Expires 2014-01-27

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.

F5 · derivative.exercise_price: These deferred stock units were granted without cash consideration on January 27, 2011 under the Amended and Restated Health Care REIT, Inc. 2005 Long-Term Incentive Plan. Each deferred stock unit represents a right to receive one share of common stock of Health Care REIT, Inc. at the time of vesting of the unit. These deferred stock units vest in three installments, with 645 units having vested on January 27, 2012 and 644 units having vested on January 27 of each of 2013 and 2014.

F5 · price: These deferred stock units were granted without cash consideration on January 27, 2011 under the Amended and Restated Health Care REIT, Inc. 2005 Long-Term Incentive Plan. Each deferred stock unit represents a right to receive one share of common stock of Health Care REIT, Inc. at the time of vesting of the unit. These deferred stock units vest in three installments, with 645 units having vested on January 27, 2012 and 644 units having vested on January 27 of each of 2013 and 2014.

F5 · derivative.exercise_date: These deferred stock units were granted without cash consideration on January 27, 2011 under the Amended and Restated Health Care REIT, Inc. 2005 Long-Term Incentive Plan. Each deferred stock unit represents a right to receive one share of common stock of Health Care REIT, Inc. at the time of vesting of the unit. These deferred stock units vest in three installments, with 645 units having vested on January 27, 2012 and 644 units having vested on January 27 of each of 2013 and 2014.

F5 · derivative.expiration_date: These deferred stock units were granted without cash consideration on January 27, 2011 under the Amended and Restated Health Care REIT, Inc. 2005 Long-Term Incentive Plan. Each deferred stock unit represents a right to receive one share of common stock of Health Care REIT, Inc. at the time of vesting of the unit. These deferred stock units vest in three installments, with 645 units having vested on January 27, 2012 and 644 units having vested on January 27 of each of 2013 and 2014.

F1 · derivative.underlying_shares: The reported transaction was a vesting of 644 deferred stock units on January 27, 2014, resulting in the issuance of 644 shares of common stock. No amount was payable in connection with the vesting or the common stock issuance.

Read SEC document
January 27, 2014 Filed Jan 28, 2014 21:25 UTC WELLTOWER INC. HCN · Entity 2853 Exercise / conversionCommon Stock 644 $0.00 $0.00
Disclosure

SEC source: 0001209191-14-005312 · doc4.xml · nonDerivative · entry 1

TRUMBULL R SCOTT · CIK 0001210705 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 26,132.7684

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.

F1 · price: The reported transaction was a vesting of 644 deferred stock units on January 27, 2014, resulting in the issuance of 644 shares of common stock. No amount was payable in connection with the vesting or the common stock issuance.

Read SEC document
January 26, 2014 Filed Jan 28, 2014 21:25 UTC WELLTOWER INC. HCN · Entity 2853 Exercise / conversionDeferred Stock Units · Derivative 553 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001209191-14-005312 · doc4.xml · derivative · entry 6

TRUMBULL R SCOTT · CIK 0001210705 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 2,086

Underlying: Common · 553 shares

Expires 2014-01-26

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.

F6 · derivative.exercise_price: These deferred stock units were granted without cash consideration on January 26, 2012 under the Amended and Restated Health Care REIT, Inc. 2005 Long-Term Incentive Plan. Each deferred stock unit represents a right to receive one share of common stock of Health Care REIT, Inc. at the time of vesting of the unit. These deferred stock units vest in three installments, with 553 units having vested on January 26 of each of 2013 and 2014 and 552 units vesting on January 26, 2015.

F6 · price: These deferred stock units were granted without cash consideration on January 26, 2012 under the Amended and Restated Health Care REIT, Inc. 2005 Long-Term Incentive Plan. Each deferred stock unit represents a right to receive one share of common stock of Health Care REIT, Inc. at the time of vesting of the unit. These deferred stock units vest in three installments, with 553 units having vested on January 26 of each of 2013 and 2014 and 552 units vesting on January 26, 2015.

F6 · derivative.exercise_date: These deferred stock units were granted without cash consideration on January 26, 2012 under the Amended and Restated Health Care REIT, Inc. 2005 Long-Term Incentive Plan. Each deferred stock unit represents a right to receive one share of common stock of Health Care REIT, Inc. at the time of vesting of the unit. These deferred stock units vest in three installments, with 553 units having vested on January 26 of each of 2013 and 2014 and 552 units vesting on January 26, 2015.

F6 · derivative.expiration_date: These deferred stock units were granted without cash consideration on January 26, 2012 under the Amended and Restated Health Care REIT, Inc. 2005 Long-Term Incentive Plan. Each deferred stock unit represents a right to receive one share of common stock of Health Care REIT, Inc. at the time of vesting of the unit. These deferred stock units vest in three installments, with 553 units having vested on January 26 of each of 2013 and 2014 and 552 units vesting on January 26, 2015.

F2 · derivative.underlying_shares: The reported transaction was a vesting of 553 deferred stock units on January 26, 2014, resulting in the issuance of 553 shares of common stock. No amount was payable in connection with the vesting or the common stock issuance.

F7 · balance_after: Includes (i) 552 deferred stock units granted on January 26, 2012, with 552 units vesting on January 26, 2015 and (ii) 1,534 deferred stock units granted on February 7, 2013, with 512 units vesting on February 7, 2014 and 511 units vesting on February 7 of each of 2015 and 2016.

Read SEC document
January 26, 2014 Filed Jan 28, 2014 21:25 UTC WELLTOWER INC. HCN · Entity 2853 Exercise / conversionCommon Stock 553 $0.00 $0.00
Disclosure

SEC source: 0001209191-14-005312 · doc4.xml · nonDerivative · entry 2

TRUMBULL R SCOTT · CIK 0001210705 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 26,685.7684

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 reported transaction was a vesting of 553 deferred stock units on January 26, 2014, resulting in the issuance of 553 shares of common stock. No amount was payable in connection with the vesting or the common stock issuance.

Read SEC document
November 20, 2013 Filed Feb 13, 2014 21:24 UTC WELLTOWER INC. HCN · Entity 2853 OtherCommon Stock 344.6133 $59.33 $20,446.63
Disclosure

SEC source: 0001209191-14-010381 · doc5.xml · nonDerivative · entry 4

TRUMBULL R SCOTT · CIK 0001210705 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 28,406.3923

F1 · kind: Shares acquired under the HCN dividend reinvestment plan.

Read SEC document
August 20, 2013 Filed Feb 13, 2014 21:24 UTC WELLTOWER INC. HCN · Entity 2853 OtherCommon Stock 331.8771 $60.34 $20,025.66
Disclosure

SEC source: 0001209191-14-010381 · doc5.xml · nonDerivative · entry 3

TRUMBULL R SCOTT · CIK 0001210705 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 28,061.779

F1 · kind: Shares acquired under the HCN dividend reinvestment plan.

Read SEC document
June 28, 2013 Filed Jul 1, 2013 21:01 UTC WELLTOWER INC. HCN · Entity 2853 SaleCommon Stock 7,788 $66.88 $520,837.30
Disclosure

SEC source: 0001209191-13-034414 · doc4.xml · nonDerivative · entry 2

TRUMBULL R SCOTT · CIK 0001210705 · Director

10b5-1 filing: Not disclosed

Ownership: Indirect · Trust

Disclosed balance after: 23,362

F1 · ownership.nature: The shares are held in the Irrevocable Lifetime Spousal Credit Trust of R. Scott Trumbull U/A/D 12/13/2012 for the benefit of Mr. Trumbull's spouse and children. Mr. Trumbull's spouse is the trustee of the trust. Mr. Trumbull disclaims beneficial ownership of these shares, and the filing of this report is not an admission that Mr. Trumbull is the beneficial owner of these shares for purposes of Section 16 or for any other purpose.

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June 28, 2013 Filed Jul 1, 2013 21:01 UTC WELLTOWER INC. HCN · Entity 2853 SaleCommon Stock 2,363 $67.01 $158,355.50
Disclosure

SEC source: 0001209191-13-034414 · doc4.xml · nonDerivative · entry 1

TRUMBULL R SCOTT · CIK 0001210705 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 23,125.7684

Read SEC document
June 28, 2013 Filed Jan 28, 2014 21:12 UTC Amendment WELLTOWER INC. HCN · Entity 2853 SaleCommon Stock 2,363 $67.01 $158,355.50
Disclosure

SEC source: 0001209191-14-005304 · doc4a.xml · nonDerivative · entry 3

TRUMBULL R SCOTT · CIK 0001210705 · Director

10b5-1 filing: Not disclosed

Ownership: Indirect · IRRA

Disclosed balance after: 6,885.5365

F2 · ownership.nature: Richard Scott Trumbull IRRA for benefit of Richard Scott Trumbull.

Read SEC document
June 28, 2013 Filed Jan 28, 2014 21:12 UTC Amendment WELLTOWER INC. HCN · Entity 2853 SaleCommon Stock 7,788 $66.88 $520,837.30
Disclosure

SEC source: 0001209191-14-005304 · doc4a.xml · nonDerivative · entry 2

TRUMBULL R SCOTT · CIK 0001210705 · Director

10b5-1 filing: Not disclosed

Ownership: Indirect · Trust

Disclosed balance after: 23,362

F1 · ownership.nature: The shares are held in the Irrevocable Lifetime Spousal Credit Trust of R. Scott Trumbull U/A/D 12/13/2012 for the benefit of Mr. Trumbull's spouse and children. Mr. Trumbull's spouse is the trustee of the trust. Mr. Trumbull disclaims beneficial ownership of these shares, and the filing of this report is not an admission that Mr. Trumbull is the beneficial owner of these shares for purposes of Section 16 or for any other purpose.

Read SEC document
May 20, 2013 Filed Feb 13, 2014 21:24 UTC WELLTOWER INC. HCN · Entity 2853 OtherCommon Stock 91.789 $74.40 $6,828.98
Disclosure

SEC source: 0001209191-14-010381 · doc5.xml · nonDerivative · entry 6

TRUMBULL R SCOTT · CIK 0001210705 · Director

10b5-1 filing: Not disclosed

Ownership: Indirect · IRA

Disclosed balance after: 7,087

F1 · kind: Shares acquired under the HCN dividend reinvestment plan.

F3 · balance_after: Fractional shares acquired under the HCN dividend reinvestment plan were cashed out on June 17, 2013.

F2 · ownership.nature: R Scott Trumbull IRA.

Read SEC document
May 20, 2013 Filed Feb 13, 2014 21:24 UTC WELLTOWER INC. HCN · Entity 2853 OtherCommon Stock 251.1432 $74.40 $18,684.73
Disclosure

SEC source: 0001209191-14-010381 · doc5.xml · nonDerivative · entry 2

TRUMBULL R SCOTT · CIK 0001210705 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 27,729.9019

F1 · kind: Shares acquired under the HCN dividend reinvestment plan.

Read SEC document
May 06, 2013 Filed May 7, 2013 20:28 UTC WELLTOWER INC. HCN · Entity 2853 Exercise / conversionDeferred Stock Units · Derivative 163 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001209191-13-024588 · doc4.xml · derivative · entry 4

TRUMBULL R SCOTT · CIK 0001210705 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 3,283

Underlying: Common · 163 shares

Expires 2013-05-06

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.

F4 · derivative.exercise_price: These deferred stock units were granted without cash consideration on May 6, 2010 under the Amended and Restated Health Care REIT, Inc. 2005 Long-Term Incentive Plan. Each deferred stock unit represents a right to receive one share of common stock of Health Care REIT, Inc. at the time of vesting of the unit. These deferred stock units vest in three installments, with 164 units having vested on May 6 of each of 2011 and 2012 and 163 units having vested on May 6, 2013.

F4 · price: These deferred stock units were granted without cash consideration on May 6, 2010 under the Amended and Restated Health Care REIT, Inc. 2005 Long-Term Incentive Plan. Each deferred stock unit represents a right to receive one share of common stock of Health Care REIT, Inc. at the time of vesting of the unit. These deferred stock units vest in three installments, with 164 units having vested on May 6 of each of 2011 and 2012 and 163 units having vested on May 6, 2013.

F4 · derivative.exercise_date: These deferred stock units were granted without cash consideration on May 6, 2010 under the Amended and Restated Health Care REIT, Inc. 2005 Long-Term Incentive Plan. Each deferred stock unit represents a right to receive one share of common stock of Health Care REIT, Inc. at the time of vesting of the unit. These deferred stock units vest in three installments, with 164 units having vested on May 6 of each of 2011 and 2012 and 163 units having vested on May 6, 2013.

F4 · derivative.expiration_date: These deferred stock units were granted without cash consideration on May 6, 2010 under the Amended and Restated Health Care REIT, Inc. 2005 Long-Term Incentive Plan. Each deferred stock unit represents a right to receive one share of common stock of Health Care REIT, Inc. at the time of vesting of the unit. These deferred stock units vest in three installments, with 164 units having vested on May 6 of each of 2011 and 2012 and 163 units having vested on May 6, 2013.

F1 · derivative.underlying_shares: The reported transaction was a vesting of 163 deferred stock units on May 6, 2013, resulting in the issuance of 163 shares of common stock. No amount was payable in connection with the vesting or the common stock issuance.

F5 · balance_after: Includes: (i) 644 deferred stock units granted on January 27, 2011, with 644 units vesting on January 27, 2014; (ii) 1,105 deferred stock units granted on January 26, 2012, with 553 units vesting on January 26, 2014 and 552 units vesting on January 26, 2015; and (iii) 1,534 deferred stock units granted on February 7, 2013, with 512 units vesting on February 7, 2014 and 511 units vesting on February 7 of each of 2015 and 2016.

Read SEC document
May 06, 2013 Filed May 7, 2013 20:28 UTC WELLTOWER INC. HCN · Entity 2853 Exercise / conversionCommon Stock 163 $0.00 $0.00
Disclosure

SEC source: 0001209191-13-024588 · doc4.xml · nonDerivative · entry 1

TRUMBULL R SCOTT · CIK 0001210705 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 25,488.7684

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.

F1 · price: The reported transaction was a vesting of 163 deferred stock units on May 6, 2013, resulting in the issuance of 163 shares of common stock. No amount was payable in connection with the vesting or the common stock issuance.

Read SEC document
February 20, 2013 Filed Feb 13, 2014 21:24 UTC WELLTOWER INC. HCN · Entity 2853 OtherCommon Stock 110.342 $61.29 $6,763.20
Disclosure

SEC source: 0001209191-14-010381 · doc5.xml · nonDerivative · entry 5

TRUMBULL R SCOTT · CIK 0001210705 · Director

10b5-1 filing: Not disclosed

Ownership: Indirect · IRA

Disclosed balance after: 6,995.8785

F1 · kind: Shares acquired under the HCN dividend reinvestment plan.

F2 · ownership.nature: R Scott Trumbull IRA.

Read SEC document
February 20, 2013 Filed Feb 13, 2014 21:24 UTC WELLTOWER INC. HCN · Entity 2853 OtherCommon Stock 280.9903 $61.29 $17,222.77
Disclosure

SEC source: 0001209191-14-010381 · doc5.xml · nonDerivative · entry 1

TRUMBULL R SCOTT · CIK 0001210705 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 27,478.7587

F1 · kind: Shares acquired under the HCN dividend reinvestment plan.

Read SEC document
February 07, 2013 Filed Feb 8, 2013 20:27 UTC WELLTOWER INC. HCN · Entity 2853 GrantDeferred Stock Units · Derivative 1,534 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001209191-13-007318 · doc4.xml · derivative · entry 1

TRUMBULL R SCOTT · CIK 0001210705 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 3,446

Underlying: Common · 1,534 shares

Expires 2016-02-07

F1 · derivative.exercise_price: These deferred stock units were granted without cash consideration on February 7, 2013 under the Amended and Restated Health Care REIT, Inc. 2005 Long-Term Incentive Plan. Each deferred stock unit represents a right to receive one share of common stock of Health Care REIT, Inc. at the time of vesting of the unit. These deferred stock units vest in three installments, with 512 units vesting on February 7, 2014 and 511 units vesting on February 7 of each of 2015 and 2016.

F1 · price: These deferred stock units were granted without cash consideration on February 7, 2013 under the Amended and Restated Health Care REIT, Inc. 2005 Long-Term Incentive Plan. Each deferred stock unit represents a right to receive one share of common stock of Health Care REIT, Inc. at the time of vesting of the unit. These deferred stock units vest in three installments, with 512 units vesting on February 7, 2014 and 511 units vesting on February 7 of each of 2015 and 2016.

F1 · derivative.exercise_date: These deferred stock units were granted without cash consideration on February 7, 2013 under the Amended and Restated Health Care REIT, Inc. 2005 Long-Term Incentive Plan. Each deferred stock unit represents a right to receive one share of common stock of Health Care REIT, Inc. at the time of vesting of the unit. These deferred stock units vest in three installments, with 512 units vesting on February 7, 2014 and 511 units vesting on February 7 of each of 2015 and 2016.

F1 · derivative.expiration_date: These deferred stock units were granted without cash consideration on February 7, 2013 under the Amended and Restated Health Care REIT, Inc. 2005 Long-Term Incentive Plan. Each deferred stock unit represents a right to receive one share of common stock of Health Care REIT, Inc. at the time of vesting of the unit. These deferred stock units vest in three installments, with 512 units vesting on February 7, 2014 and 511 units vesting on February 7 of each of 2015 and 2016.

F1 · derivative.underlying_shares: These deferred stock units were granted without cash consideration on February 7, 2013 under the Amended and Restated Health Care REIT, Inc. 2005 Long-Term Incentive Plan. Each deferred stock unit represents a right to receive one share of common stock of Health Care REIT, Inc. at the time of vesting of the unit. These deferred stock units vest in three installments, with 512 units vesting on February 7, 2014 and 511 units vesting on February 7 of each of 2015 and 2016.

F2 · balance_after: Includes (i) 163 deferred stock units granted on May 6, 2010 that vest on May 6, 2013; (ii) 644 deferred stock units granted on January 27, 2011 that vest on January 27, 2014; (iii) 1,105 deferred stock units granted on January 26, 2012 with 553 units vesting on January 26, 2014 and 552 units vesting on January 26, 2015 and (iv) 1,534 deferred stock units granted on February 7, 2013 with 512 units vesting on February 7, 2014 and 511 units vesting on February 7 of each of 2015 and 2016.

Read SEC document
January 28, 2013 Filed Jan 29, 2013 15:59 UTC WELLTOWER INC. HCN · Entity 2853 Exercise / conversionDeferred Stock Units · Derivative 577 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001209191-13-004804 · doc4.xml · derivative · entry 6

TRUMBULL R SCOTT · CIK 0001210705 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 3,109

Underlying: Common · 577 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.

F6 · derivative.exercise_price: These deferred stock units were granted without cash consideration on January 28, 2010 under the Amended and Restated Health Care REIT, Inc. 2005 Long-Term Incentive Plan. Each deferred stock unit represents a right to receive one share of common stock of Health Care REIT, Inc. at the time of vesting of the unit. These deferred stock units vest in three installments, with 578 units having vested on January 28 of each of 2011 and 2012 and 577 units having vested on January 28, 2013.

F6 · price: These deferred stock units were granted without cash consideration on January 28, 2010 under the Amended and Restated Health Care REIT, Inc. 2005 Long-Term Incentive Plan. Each deferred stock unit represents a right to receive one share of common stock of Health Care REIT, Inc. at the time of vesting of the unit. These deferred stock units vest in three installments, with 578 units having vested on January 28 of each of 2011 and 2012 and 577 units having vested on January 28, 2013.

F6 · derivative.exercise_date: These deferred stock units were granted without cash consideration on January 28, 2010 under the Amended and Restated Health Care REIT, Inc. 2005 Long-Term Incentive Plan. Each deferred stock unit represents a right to receive one share of common stock of Health Care REIT, Inc. at the time of vesting of the unit. These deferred stock units vest in three installments, with 578 units having vested on January 28 of each of 2011 and 2012 and 577 units having vested on January 28, 2013.

F6 · derivative.expiration_date: These deferred stock units were granted without cash consideration on January 28, 2010 under the Amended and Restated Health Care REIT, Inc. 2005 Long-Term Incentive Plan. Each deferred stock unit represents a right to receive one share of common stock of Health Care REIT, Inc. at the time of vesting of the unit. These deferred stock units vest in three installments, with 578 units having vested on January 28 of each of 2011 and 2012 and 577 units having vested on January 28, 2013.

F1 · derivative.underlying_shares: The reported transaction was a vesting of 577 deferred stock units on January 28, 2013, resulting in the issuance of 577 shares of common stock. No amount was payable in connection with the vesting or the common stock issuance.

Read SEC document
January 28, 2013 Filed Jan 29, 2013 15:59 UTC WELLTOWER INC. HCN · Entity 2853 Exercise / conversionCommon Stock 577 $0.00 $0.00
Disclosure

SEC source: 0001209191-13-004804 · doc4.xml · nonDerivative · entry 1

TRUMBULL R SCOTT · CIK 0001210705 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 21,413.0506

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.

F1 · price: The reported transaction was a vesting of 577 deferred stock units on January 28, 2013, resulting in the issuance of 577 shares of common stock. No amount was payable in connection with the vesting or the common stock issuance.

Read SEC document
January 27, 2013 Filed Jan 29, 2013 15:59 UTC WELLTOWER INC. HCN · Entity 2853 Exercise / conversionDeferred Stock Units · Derivative 644 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001209191-13-004804 · doc4.xml · derivative · entry 7

TRUMBULL R SCOTT · CIK 0001210705 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 2,465

Underlying: Common · 644 shares

Expires 2013-01-27

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.

F7 · derivative.exercise_price: These deferred stock units were granted without cash consideration on January 27, 2011 under the Amended and Restated Health Care REIT, Inc. 2005 Long-Term Incentive Plan. Each deferred stock unit represents a right to receive one share of common stock of Health Care REIT, Inc. at the time of vesting of the unit. These deferred stock units vest in three installments, with 645 units having vested on January 27, 2012, 644 units having vested on January 27, 2013 and 644 units vesting on January 27, 2014.

F7 · price: These deferred stock units were granted without cash consideration on January 27, 2011 under the Amended and Restated Health Care REIT, Inc. 2005 Long-Term Incentive Plan. Each deferred stock unit represents a right to receive one share of common stock of Health Care REIT, Inc. at the time of vesting of the unit. These deferred stock units vest in three installments, with 645 units having vested on January 27, 2012, 644 units having vested on January 27, 2013 and 644 units vesting on January 27, 2014.

F7 · derivative.exercise_date: These deferred stock units were granted without cash consideration on January 27, 2011 under the Amended and Restated Health Care REIT, Inc. 2005 Long-Term Incentive Plan. Each deferred stock unit represents a right to receive one share of common stock of Health Care REIT, Inc. at the time of vesting of the unit. These deferred stock units vest in three installments, with 645 units having vested on January 27, 2012, 644 units having vested on January 27, 2013 and 644 units vesting on January 27, 2014.

F7 · derivative.expiration_date: These deferred stock units were granted without cash consideration on January 27, 2011 under the Amended and Restated Health Care REIT, Inc. 2005 Long-Term Incentive Plan. Each deferred stock unit represents a right to receive one share of common stock of Health Care REIT, Inc. at the time of vesting of the unit. These deferred stock units vest in three installments, with 645 units having vested on January 27, 2012, 644 units having vested on January 27, 2013 and 644 units vesting on January 27, 2014.

F2 · derivative.underlying_shares: The reported transaction was a vesting of 644 deferred stock units on January 27, 2013, resulting in the issuance of 644 shares of common stock. No amount was payable in connection with the vesting or the common stock issuance.

Read SEC document
January 27, 2013 Filed Jan 29, 2013 15:59 UTC WELLTOWER INC. HCN · Entity 2853 Exercise / conversionCommon Stock 644 $0.00 $0.00
Disclosure

SEC source: 0001209191-13-004804 · doc4.xml · nonDerivative · entry 2

TRUMBULL R SCOTT · CIK 0001210705 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 22,057.0506

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 reported transaction was a vesting of 644 deferred stock units on January 27, 2013, resulting in the issuance of 644 shares of common stock. No amount was payable in connection with the vesting or the common stock issuance.

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.