Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| COLUMBUS MCKINNON CORPCMCO · Entity 5477 | Director | August 25, 2020 | September 04, 2020 |
| Schneider National, Inc.SNDR · Entity 3807 | Director | January 02, 2018 | January 04, 2018 |
| WELLTOWER INC.WELL · Entity 2853 | Director | February 18, 2020 | February 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 / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 23,501 |
Reported balance
After 2020-08-25 transaction · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 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-derivative | Direct | 24,257 |
Reported balance
After 2020-08-25 transaction · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 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-derivative | Direct | 25,758 |
Reported balance
After 2020-08-25 transaction · row 4
Holding and transaction disclosures are not merged.
1 source rowRow 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-derivative | Direct | 23,121 |
Reported balance
Holding disclosure · report date 2020-08-25 · row 1
Holding and transaction disclosures are not merged.
1 source rowRow 1 · Balance 23,121 |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 0 |
Reported balance
After 2020-08-25 transaction · row 5
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 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 security | Direct | 0 |
Reported balance
After 2020-08-25 transaction · row 6
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 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 security | Direct | 0 |
Reported balance
After 2020-08-25 transaction · row 7
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 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 / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class B Common StockSEC Table I · non-derivative | Direct | 153,147 |
Ending reported balance
After 2018-01-02 transaction · row 2
2 source rows · reconciled sequenceRow 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-derivative | IndirectBy Spouse in Trust | 633,210 |
Reported balance
Holding disclosure · report date 2018-01-02 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 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 / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | IndirectTrust | 39,486 |
Reported balance
After 2020-02-18 transaction · row 1
Holding and transaction disclosures are not merged.
1 source rowRow 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-derivative | IndirectTrust | 26,598 |
Reported balance
Holding disclosure · report date 2020-02-18 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 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-derivative | Direct | 1,890 |
Reported balance
Holding disclosure · report date 2020-02-18 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 1,890 |
| Common StockSEC Table I · non-derivative | IndirectIRA | 7,087 |
Reported balance
Holding disclosure · report date 2020-02-18 · row 4
Holding and transaction disclosures are not merged.
1 source rowRow 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
JSON APIPurchases/sales include open-market and private transactions. Plan disclosure applies to the filing; individual rows may differ. “Not disclosed” is not “unplanned.”
The cutoff filters transaction history only. Company summaries and owner relationships show the latest available disclosures. Parser corrections can improve historical records.
| Transaction date | Company | Activity / security | Shares / units | Reported price | Reported value | Details |
|---|---|---|---|---|---|---|
| January 22, 2010 Filed Jan 22, 2010 21:09 UTC | WELLTOWER INC. HCN · Entity 2853 | Exercise / conversionDeferred Stock Units · Derivative | 510 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001209191-10-004444 · doc4.xml · derivative · entry 5 TRUMBULL R SCOTT · CIK 0001210705 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,598 Underlying: Common · 510 shares Expires 2010-01-22 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 22, 2007 under the 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 511 units having vested on January 22, 2008 and 510 units having vested on January 22 of each of 2009 and 2010. F5 · price: These deferred stock units were granted without cash consideration on January 22, 2007 under the 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 511 units having vested on January 22, 2008 and 510 units having vested on January 22 of each of 2009 and 2010. F5 · derivative.exercise_date: These deferred stock units were granted without cash consideration on January 22, 2007 under the 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 511 units having vested on January 22, 2008 and 510 units having vested on January 22 of each of 2009 and 2010. F5 · derivative.expiration_date: These deferred stock units were granted without cash consideration on January 22, 2007 under the 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 511 units having vested on January 22, 2008 and 510 units having vested on January 22 of each of 2009 and 2010. F2 · derivative.underlying_shares: The reported transaction was a vesting of 510 deferred stock units on January 22, 2010, resulting in the issuance of 510 shares of common stock. No amount was payable in connection with the vesting or the common stock issuance. F6 · balance_after: Includes (i) 571 deferred stock units granted on January 21, 2008 that vest on January 21, 2011, and (ii) 2,027 deferred stock units granted on January 29, 2009, with 676 units vesting on January 29 of each of 2010 and 2011 and 675 units vesting on January 29, 2012. Read SEC document |
| January 22, 2010 Filed Jan 22, 2010 21:09 UTC | WELLTOWER INC. HCN · Entity 2853 | Exercise / conversionCommon Stock | 510 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-10-004444 · doc4.xml · nonDerivative · entry 2 TRUMBULL R SCOTT · CIK 0001210705 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 38,967.1588 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 510 deferred stock units on January 22, 2010, resulting in the issuance of 510 shares of common stock. No amount was payable in connection with the vesting or the common stock issuance. Read SEC document |
| January 21, 2010 Filed Jan 22, 2010 21:09 UTC | WELLTOWER INC. HCN · Entity 2853 | Exercise / conversionDeferred Stock Units · Derivative | 572 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001209191-10-004444 · doc4.xml · derivative · entry 4 TRUMBULL R SCOTT · CIK 0001210705 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,108 Underlying: Common · 572 shares Expires 2010-01-21 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F4 · derivative.exercise_price: These deferred stock units were granted without cash consideration on January 21, 2008 under the 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 572 units having vested on January 21 of each of 2009 and 2010 and 571 units vesting on January 21, 2011. F4 · price: These deferred stock units were granted without cash consideration on January 21, 2008 under the 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 572 units having vested on January 21 of each of 2009 and 2010 and 571 units vesting on January 21, 2011. F4 · derivative.exercise_date: These deferred stock units were granted without cash consideration on January 21, 2008 under the 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 572 units having vested on January 21 of each of 2009 and 2010 and 571 units vesting on January 21, 2011. F4 · derivative.expiration_date: These deferred stock units were granted without cash consideration on January 21, 2008 under the 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 572 units having vested on January 21 of each of 2009 and 2010 and 571 units vesting on January 21, 2011. F1 · derivative.underlying_shares: The reported transaction was a vesting of 572 deferred stock units on January 21, 2010, resulting in the issuance of 572 shares of common stock. No amount was payable in connection with the vesting or the common stock issuance. Read SEC document |
| January 21, 2010 Filed Jan 22, 2010 21:09 UTC | WELLTOWER INC. HCN · Entity 2853 | Exercise / conversionCommon Stock | 572 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-10-004444 · doc4.xml · nonDerivative · entry 1 TRUMBULL R SCOTT · CIK 0001210705 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 38,457.1588 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 572 deferred stock units on January 21, 2010, resulting in the issuance of 572 shares of common stock. No amount was payable in connection with the vesting or the common stock issuance. Read SEC document |
| November 20, 2009 Filed Feb 12, 2010 20:59 UTC | WELLTOWER INC. HCN · Entity 2853 | OtherCommon Stock | 117.305 | $42.44 | $4,978.87 |
DisclosureSEC source: 0001209191-10-008947 · doc5.xml · nonDerivative · entry 8 TRUMBULL R SCOTT · CIK 0001210705 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · IRRA Disclosed balance after: 7,786.9803 F1 · kind: Dividend Reinvestment under the Second Amended and Restated Dividend Reinvestment and Stock Purchase Plan. F2 · ownership.nature: Richard Scott Trumbull IRRA for benefit of Richard Scott Trumbull. Read SEC document |
| November 20, 2009 Filed Feb 12, 2010 20:59 UTC | WELLTOWER INC. HCN · Entity 2853 | OtherCommon Stock | 612.9049 | $42.44 | $26,014.01 |
DisclosureSEC source: 0001209191-10-008947 · doc5.xml · nonDerivative · entry 4 TRUMBULL R SCOTT · CIK 0001210705 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 42,444.0702 F1 · kind: Dividend Reinvestment under the Second Amended and Restated Dividend Reinvestment and Stock Purchase Plan. Read SEC document |
| August 20, 2009 Filed Feb 12, 2010 20:59 UTC | WELLTOWER INC. HCN · Entity 2853 | OtherCommon Stock | 120.8663 | $40.23 | $4,862.57 |
DisclosureSEC source: 0001209191-10-008947 · doc5.xml · nonDerivative · entry 7 TRUMBULL R SCOTT · CIK 0001210705 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · IRRA Disclosed balance after: 7,669.6753 F1 · kind: Dividend Reinvestment under the Second Amended and Restated Dividend Reinvestment and Stock Purchase Plan. F2 · ownership.nature: Richard Scott Trumbull IRRA for benefit of Richard Scott Trumbull. Read SEC document |
| August 20, 2009 Filed Feb 12, 2010 20:59 UTC | WELLTOWER INC. HCN · Entity 2853 | OtherCommon Stock | 631.5121 | $40.23 | $25,406.36 |
DisclosureSEC source: 0001209191-10-008947 · doc5.xml · nonDerivative · entry 3 TRUMBULL R SCOTT · CIK 0001210705 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 41,831.1653 F1 · kind: Dividend Reinvestment under the Second Amended and Restated Dividend Reinvestment and Stock Purchase Plan. Read SEC document |
| May 20, 2009 Filed Feb 12, 2010 20:59 UTC | WELLTOWER INC. HCN · Entity 2853 | OtherCommon Stock | 155.8345 | $32.59 | $5,079.08 |
DisclosureSEC source: 0001209191-10-008947 · doc5.xml · nonDerivative · entry 6 TRUMBULL R SCOTT · CIK 0001210705 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · IRRA Disclosed balance after: 7,548.809 F1 · kind: Dividend Reinvestment under the Second Amended and Restated Dividend Reinvestment and Stock Purchase Plan. F2 · ownership.nature: Richard Scott Trumbull IRRA for benefit of Richard Scott Trumbull. Read SEC document |
| May 20, 2009 Filed Feb 12, 2010 20:59 UTC | WELLTOWER INC. HCN · Entity 2853 | OtherCommon Stock | 814.2176 | $32.59 | $26,537.63 |
DisclosureSEC source: 0001209191-10-008947 · doc5.xml · nonDerivative · entry 2 TRUMBULL R SCOTT · CIK 0001210705 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 41,199.6532 F1 · kind: Dividend Reinvestment under the Second Amended and Restated Dividend Reinvestment and Stock Purchase Plan. Read SEC document |
| February 20, 2009 Filed Feb 12, 2010 20:59 UTC | WELLTOWER INC. HCN · Entity 2853 | OtherCommon Stock | 148.6903 | $33.28 | $4,948.23 |
DisclosureSEC source: 0001209191-10-008947 · doc5.xml · nonDerivative · entry 5 TRUMBULL R SCOTT · CIK 0001210705 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · IRRA Disclosed balance after: 7,392.9745 F1 · kind: Dividend Reinvestment under the Second Amended and Restated Dividend Reinvestment and Stock Purchase Plan. F2 · ownership.nature: Richard Scott Trumbull IRRA for benefit of Richard Scott Trumbull. Read SEC document |
| February 20, 2009 Filed Feb 12, 2010 20:59 UTC | WELLTOWER INC. HCN · Entity 2853 | OtherCommon Stock | 742.2768 | $33.28 | $24,702.08 |
DisclosureSEC source: 0001209191-10-008947 · doc5.xml · nonDerivative · entry 1 TRUMBULL R SCOTT · CIK 0001210705 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 40,385.4356 F1 · kind: Dividend Reinvestment under the Second Amended and Restated Dividend Reinvestment and Stock Purchase Plan. Read SEC document |
| January 29, 2009 Filed Jan 30, 2009 20:26 UTC | WELLTOWER INC. HCN · Entity 2853 | GrantDeferred Stock Units · Derivative | 2,027 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001209191-09-005522 · doc4.xml · derivative · entry 1 TRUMBULL R SCOTT · CIK 0001210705 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,680 Underlying: Common · 2,027 shares Expires 2012-01-29 F1 · derivative.exercise_price: The deferred stock units were granted without cash consideration on January 29, 2009 under the 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. The deferred stock units vest in three installments, with 676 units vesting on January 29 of each 2010 and 2011 and 675 units vesting on January 29, 2012. F1 · price: The deferred stock units were granted without cash consideration on January 29, 2009 under the 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. The deferred stock units vest in three installments, with 676 units vesting on January 29 of each 2010 and 2011 and 675 units vesting on January 29, 2012. F1 · derivative.exercise_date: The deferred stock units were granted without cash consideration on January 29, 2009 under the 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. The deferred stock units vest in three installments, with 676 units vesting on January 29 of each 2010 and 2011 and 675 units vesting on January 29, 2012. F1 · derivative.expiration_date: The deferred stock units were granted without cash consideration on January 29, 2009 under the 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. The deferred stock units vest in three installments, with 676 units vesting on January 29 of each 2010 and 2011 and 675 units vesting on January 29, 2012. F1 · derivative.underlying_shares: The deferred stock units were granted without cash consideration on January 29, 2009 under the 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. The deferred stock units vest in three installments, with 676 units vesting on January 29 of each 2010 and 2011 and 675 units vesting on January 29, 2012. F2 · balance_after: Includes (i) 510 deferred stock units granted on January 22, 2007 that vest on January 22, 2010, and (ii) 1143 deferred stock units granted on January 21, 2008, with 572 units vesting on January 21, 2010 and 571 units vesting on January 21, 2011. Read SEC document |
| January 23, 2009 Filed Jan 23, 2009 20:57 UTC | WELLTOWER INC. HCN · Entity 2853 | Exercise / conversionDeferred Stock Units · Derivative | 639 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001209191-09-004641 · doc4.xml · derivative · entry 7 TRUMBULL R SCOTT · CIK 0001210705 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common · 639 shares Expires 2009-01-23 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: The deferred stock units were granted without cash consideration on January 23, 2006 under the Health Care REIT, Inc. 2005 Long-Trem 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. The deferred stock units vest in three installments, with 640 units having vested on January 23, 2007, 639 units having vested on January 23, 2008 and 639 units having vested on Janaury 23, 2009. F7 · price: The deferred stock units were granted without cash consideration on January 23, 2006 under the Health Care REIT, Inc. 2005 Long-Trem 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. The deferred stock units vest in three installments, with 640 units having vested on January 23, 2007, 639 units having vested on January 23, 2008 and 639 units having vested on Janaury 23, 2009. F7 · derivative.exercise_date: The deferred stock units were granted without cash consideration on January 23, 2006 under the Health Care REIT, Inc. 2005 Long-Trem 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. The deferred stock units vest in three installments, with 640 units having vested on January 23, 2007, 639 units having vested on January 23, 2008 and 639 units having vested on Janaury 23, 2009. F7 · derivative.expiration_date: The deferred stock units were granted without cash consideration on January 23, 2006 under the Health Care REIT, Inc. 2005 Long-Trem 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. The deferred stock units vest in three installments, with 640 units having vested on January 23, 2007, 639 units having vested on January 23, 2008 and 639 units having vested on Janaury 23, 2009. F3 · derivative.underlying_shares: The reported transaction was a vesting of 639 deferred stock units on January 23, 2009, resulting in the issuance of 639 shares of common stock. No amount was payable in connection with the vesting or the common stock issuance. Read SEC document |
| January 23, 2009 Filed Jan 23, 2009 20:57 UTC | WELLTOWER INC. HCN · Entity 2853 | Exercise / conversionCommon Stock | 639 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-09-004641 · doc4.xml · nonDerivative · entry 3 TRUMBULL R SCOTT · CIK 0001210705 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 35,663.8329 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 639 deferred stock units on January 23, 2009, resulting in the issuance of 639 shares of common stock. No amount was payable in connection with the vesting or the common stock issuance. Read SEC document |
| January 22, 2009 Filed Jan 23, 2009 20:57 UTC | WELLTOWER INC. HCN · Entity 2853 | Exercise / conversionDeferred Stock Units · Derivative | 510 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001209191-09-004641 · doc4.xml · derivative · entry 6 TRUMBULL R SCOTT · CIK 0001210705 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 510 Underlying: Common · 510 shares Expires 2010-01-22 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: The deferred stock units were granted without cash consideration on January 22, 2007 under the 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. The deferred stock units vest in three installments, with 511 units having vested on January 22, 2008, 510 units having vested on January 22, 2009 and 510 units vesting on January 22, 2010. F6 · price: The deferred stock units were granted without cash consideration on January 22, 2007 under the 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. The deferred stock units vest in three installments, with 511 units having vested on January 22, 2008, 510 units having vested on January 22, 2009 and 510 units vesting on January 22, 2010. F6 · derivative.exercise_date: The deferred stock units were granted without cash consideration on January 22, 2007 under the 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. The deferred stock units vest in three installments, with 511 units having vested on January 22, 2008, 510 units having vested on January 22, 2009 and 510 units vesting on January 22, 2010. F6 · derivative.expiration_date: The deferred stock units were granted without cash consideration on January 22, 2007 under the 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. The deferred stock units vest in three installments, with 511 units having vested on January 22, 2008, 510 units having vested on January 22, 2009 and 510 units vesting on January 22, 2010. F2 · derivative.underlying_shares: The reported transaction was a vesting of 510 deferred stock units on January 22, 2009, resulting in the issuance of 510 shares of common stock. No amount was payable in connection with the vesting or the common stock issuance. Read SEC document |
| January 22, 2009 Filed Jan 23, 2009 20:57 UTC | WELLTOWER INC. HCN · Entity 2853 | Exercise / conversionCommon Stock | 510 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-09-004641 · doc4.xml · nonDerivative · entry 2 TRUMBULL R SCOTT · CIK 0001210705 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 35,024.8329 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 510 deferred stock units on January 22, 2009, resulting in the issuance of 510 shares of common stock. No amount was payable in connection with the vesting or the common stock issuance. Read SEC document |
| January 21, 2009 Filed Jan 23, 2009 20:57 UTC | WELLTOWER INC. HCN · Entity 2853 | Exercise / conversionDeferred Stock Units · Derivative | 572 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001209191-09-004641 · doc4.xml · derivative · entry 5 TRUMBULL R SCOTT · CIK 0001210705 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,143 Underlying: Common · 572 shares Expires 2011-01-21 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F5 · derivative.exercise_price: The deferred stock units were granted without cash consideration on January 21, 2008 under the 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. The deferred stock units vest in three installments, with 572 units having vested on January 21, 2009, 572 units vesting on January 21, 2010 and 571 units vesting on January 21, 2011. F5 · price: The deferred stock units were granted without cash consideration on January 21, 2008 under the 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. The deferred stock units vest in three installments, with 572 units having vested on January 21, 2009, 572 units vesting on January 21, 2010 and 571 units vesting on January 21, 2011. F5 · derivative.exercise_date: The deferred stock units were granted without cash consideration on January 21, 2008 under the 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. The deferred stock units vest in three installments, with 572 units having vested on January 21, 2009, 572 units vesting on January 21, 2010 and 571 units vesting on January 21, 2011. F5 · derivative.expiration_date: The deferred stock units were granted without cash consideration on January 21, 2008 under the 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. The deferred stock units vest in three installments, with 572 units having vested on January 21, 2009, 572 units vesting on January 21, 2010 and 571 units vesting on January 21, 2011. F1 · derivative.underlying_shares: The reported transaction was a vesting of 572 deferred stock units on January 21, 2009, resulting in the issuance of 572 shares of common stock. No amount was payable in connection with the vesting or the common stock issuance. Read SEC document |
| January 21, 2009 Filed Jan 23, 2009 20:57 UTC | WELLTOWER INC. HCN · Entity 2853 | Exercise / conversionCommon Stock | 572 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-09-004641 · doc4.xml · nonDerivative · entry 1 TRUMBULL R SCOTT · CIK 0001210705 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 34,514.8329 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 572 deferred stock units on January 21, 2009, resulting in the issuance of 572 shares of common stock. No amount was payable in connection with the vesting or the common stock issuance. Read SEC document |
| November 20, 2008 Filed Feb 13, 2009 19:52 UTC | WELLTOWER INC. HCN · Entity 2853 | OtherCommon Stock | 151.666 | $35.79 | $5,427.47 |
DisclosureSEC source: 0001209191-09-008939 · doc5.xml · nonDerivative · entry 8 TRUMBULL R SCOTT · CIK 0001210705 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · IRRA Disclosed balance after: 7,244.2842 F1 · kind: Dividend Reinvestment under the Amended and Restated Dividend Reinvestment and Stock Purchase Plan. F2 · ownership.nature: Richard Scott Trumbull IRRA for benefit of Richard Scott Trumbull. Read SEC document |
| November 20, 2008 Filed Feb 13, 2009 19:52 UTC | WELLTOWER INC. HCN · Entity 2853 | OtherCommon Stock | 757.1314 | $35.79 | $27,094.48 |
DisclosureSEC source: 0001209191-09-008939 · doc5.xml · nonDerivative · entry 4 TRUMBULL R SCOTT · CIK 0001210705 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 37,885.1588 F1 · kind: Dividend Reinvestment under the Amended and Restated Dividend Reinvestment and Stock Purchase Plan. Read SEC document |
| August 20, 2008 Filed Feb 13, 2009 19:52 UTC | WELLTOWER INC. HCN · Entity 2853 | OtherCommon Stock | 93.4867 | $51.06 | $4,773.06 |
DisclosureSEC source: 0001209191-09-008939 · doc5.xml · nonDerivative · entry 7 TRUMBULL R SCOTT · CIK 0001210705 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · IRRA Disclosed balance after: 7,092.6182 F1 · kind: Dividend Reinvestment under the Amended and Restated Dividend Reinvestment and Stock Purchase Plan. F2 · ownership.nature: Richard Scott Trumbull IRRA for benefit of Richard Scott Trumbull. Read SEC document |
| August 20, 2008 Filed Feb 13, 2009 19:52 UTC | WELLTOWER INC. HCN · Entity 2853 | OtherCommon Stock | 466.6948 | $51.06 | $23,827.57 |
DisclosureSEC source: 0001209191-09-008939 · doc5.xml · nonDerivative · entry 3 TRUMBULL R SCOTT · CIK 0001210705 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 37,128.0274 F1 · kind: Dividend Reinvestment under the Amended and Restated Dividend Reinvestment and Stock Purchase Plan. Read SEC document |
| May 20, 2008 Filed Feb 13, 2009 19:52 UTC | WELLTOWER INC. HCN · Entity 2853 | OtherCommon Stock | 96.481 | $47.89 | $4,620.45 |
DisclosureSEC source: 0001209191-09-008939 · doc5.xml · nonDerivative · entry 6 TRUMBULL R SCOTT · CIK 0001210705 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · IRRA Disclosed balance after: 6,999.1315 F1 · kind: Dividend Reinvestment under the Amended and Restated Dividend Reinvestment and Stock Purchase Plan. F2 · ownership.nature: Richard Scott Trumbull IRRA for benefit of Richard Scott Trumbull. Read SEC document |
| May 20, 2008 Filed Feb 13, 2009 19:52 UTC | WELLTOWER INC. HCN · Entity 2853 | OtherCommon Stock | 481.6425 | $47.89 | $23,065.71 |
DisclosureSEC source: 0001209191-09-008939 · doc5.xml · nonDerivative · entry 2 TRUMBULL R SCOTT · CIK 0001210705 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 36,661.3326 F1 · kind: Dividend Reinvestment under the Amended and Restated Dividend Reinvestment and Stock Purchase Plan. Read SEC document |
| February 20, 2008 Filed Feb 13, 2009 19:52 UTC | WELLTOWER INC. HCN · Entity 2853 | OtherCommon Stock | 109.0937 | $39.84 | $4,346.17 |
DisclosureSEC source: 0001209191-09-008939 · doc5.xml · nonDerivative · entry 5 TRUMBULL R SCOTT · CIK 0001210705 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · IRRA Disclosed balance after: 6,902.6505 F1 · kind: Dividend Reinvestment under the Amended and Restated Dividend Reinvestment and Stock Purchase Plan. F2 · ownership.nature: Richard Scott Trumbull IRRA for benefit of Richard Scott Trumbull. Read SEC document |
| February 20, 2008 Filed Feb 13, 2009 19:52 UTC | WELLTOWER INC. HCN · Entity 2853 | OtherCommon Stock | 515.8572 | $39.84 | $20,551.18 |
DisclosureSEC source: 0001209191-09-008939 · doc5.xml · nonDerivative · entry 1 TRUMBULL R SCOTT · CIK 0001210705 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 36,179.6901 F1 · kind: Dividend Reinvestment under the Amended and Restated Dividend Reinvestment and Stock Purchase Plan. Read SEC document |
| January 23, 2008 Filed Jan 23, 2008 19:53 UTC | WELLTOWER INC. HCN · Entity 2853 | Exercise / conversionDeferred Stock Units · Derivative | 639 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001209191-08-005050 · doc4.xml · derivative · entry 6 TRUMBULL R SCOTT · CIK 0001210705 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 639 Underlying: Common · 639 shares Expires 2009-01-23 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: The deferred stock units were granted without cash consideration on January 23, 2006 under the Health Care REIT, Inc. 2005 Long-Trem 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. The deferred stock units vest in three installments, with 640 units having vested on January 23, 2007, 639 units having vested on January 23, 2008 and 639 units vesting on Janaury 23, 2009. F6 · price: The deferred stock units were granted without cash consideration on January 23, 2006 under the Health Care REIT, Inc. 2005 Long-Trem 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. The deferred stock units vest in three installments, with 640 units having vested on January 23, 2007, 639 units having vested on January 23, 2008 and 639 units vesting on Janaury 23, 2009. F6 · derivative.exercise_date: The deferred stock units were granted without cash consideration on January 23, 2006 under the Health Care REIT, Inc. 2005 Long-Trem 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. The deferred stock units vest in three installments, with 640 units having vested on January 23, 2007, 639 units having vested on January 23, 2008 and 639 units vesting on Janaury 23, 2009. F6 · derivative.expiration_date: The deferred stock units were granted without cash consideration on January 23, 2006 under the Health Care REIT, Inc. 2005 Long-Trem 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. The deferred stock units vest in three installments, with 640 units having vested on January 23, 2007, 639 units having vested on January 23, 2008 and 639 units vesting on Janaury 23, 2009. F2 · derivative.underlying_shares: The reported transaction was a vesting of 639 deferred stock units on January 23, 2008, resulting in the issuance of 639 shares of common stock. No amount was payable in connection with the vesting or the common stock issuance. Read SEC document |
| January 23, 2008 Filed Jan 23, 2008 19:53 UTC | WELLTOWER INC. HCN · Entity 2853 | Exercise / conversionCommon Stock | 639 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-08-005050 · doc4.xml · nonDerivative · entry 2 TRUMBULL R SCOTT · CIK 0001210705 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 32,246.6273 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 639 deferred stock units on January 23, 2008, resulting in the issuance of 639 shares of common stock. No amount was payable in connection with the vesting or the common stock issuance. Read SEC document |
| January 22, 2008 Filed Jan 23, 2008 19:53 UTC | WELLTOWER INC. HCN · Entity 2853 | Exercise / conversionDeferred Stock Units · Derivative | 511 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001209191-08-005050 · doc4.xml · derivative · entry 5 TRUMBULL R SCOTT · CIK 0001210705 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,020 Underlying: Common · 511 shares Expires 2010-01-22 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: The deferred stock units were granted without cash consideration on January 22, 2007 under the 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. The deferred stock units vest in three installments, with 511 units having vested on January 22, 2008 and 510 units vesting on January 22 of each of 2009 and 2010. F5 · price: The deferred stock units were granted without cash consideration on January 22, 2007 under the 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. The deferred stock units vest in three installments, with 511 units having vested on January 22, 2008 and 510 units vesting on January 22 of each of 2009 and 2010. F5 · derivative.exercise_date: The deferred stock units were granted without cash consideration on January 22, 2007 under the 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. The deferred stock units vest in three installments, with 511 units having vested on January 22, 2008 and 510 units vesting on January 22 of each of 2009 and 2010. F5 · derivative.expiration_date: The deferred stock units were granted without cash consideration on January 22, 2007 under the 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. The deferred stock units vest in three installments, with 511 units having vested on January 22, 2008 and 510 units vesting on January 22 of each of 2009 and 2010. F1 · derivative.underlying_shares: The reported transaction was a vesting of 511 deferred stock units on January 22, 2008, 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 |
| January 22, 2008 Filed Jan 23, 2008 19:53 UTC | WELLTOWER INC. HCN · Entity 2853 | Exercise / conversionCommon Stock | 511 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-08-005050 · doc4.xml · nonDerivative · entry 1 TRUMBULL R SCOTT · CIK 0001210705 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 31,607.6273 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 January 22, 2008, 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 |
| January 21, 2008 Filed Jan 23, 2008 19:53 UTC | WELLTOWER INC. HCN · Entity 2853 | GrantDeferred Stock Units · Derivative | 1,715 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001209191-08-005050 · doc4.xml · derivative · entry 4 TRUMBULL R SCOTT · CIK 0001210705 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,715 Underlying: Common · 1,715 shares Expires 2011-01-21 F4 · derivative.exercise_price: The deferred stock units were granted without cash consideration on January 21, 2008 under the 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. The deferred stock units vest in three installments, with 572 units vesting on January 21 of each 2009 and 2010 and 571 units vesting on January 21, 2011. F4 · price: The deferred stock units were granted without cash consideration on January 21, 2008 under the 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. The deferred stock units vest in three installments, with 572 units vesting on January 21 of each 2009 and 2010 and 571 units vesting on January 21, 2011. F4 · derivative.exercise_date: The deferred stock units were granted without cash consideration on January 21, 2008 under the 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. The deferred stock units vest in three installments, with 572 units vesting on January 21 of each 2009 and 2010 and 571 units vesting on January 21, 2011. F4 · derivative.expiration_date: The deferred stock units were granted without cash consideration on January 21, 2008 under the 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. The deferred stock units vest in three installments, with 572 units vesting on January 21 of each 2009 and 2010 and 571 units vesting on January 21, 2011. F4 · derivative.underlying_shares: The deferred stock units were granted without cash consideration on January 21, 2008 under the 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. The deferred stock units vest in three installments, with 572 units vesting on January 21 of each 2009 and 2010 and 571 units vesting on January 21, 2011. Read SEC document |
| November 20, 2007 Filed Feb 13, 2008 21:10 UTC | WELLTOWER INC. HCN · Entity 2853 | OtherCommon Stock | 106.2248 | $42.37 | $4,500.88 |
DisclosureSEC source: 0001209191-08-009852 · doc5.xml · nonDerivative · entry 8 TRUMBULL R SCOTT · CIK 0001210705 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · IRRA Disclosed balance after: 6,793.5568 F1 · kind: Dividend Reinvestment under the Amended and Restated Dividend Reinvestment and Stock Purchase Plan. F2 · ownership.nature: Richard Scott Trumbull IRRA for benefit of Richard Scott Trumbull. Read SEC document |
| November 20, 2007 Filed Feb 13, 2008 21:10 UTC | WELLTOWER INC. HCN · Entity 2853 | OtherCommon Stock | 502.2917 | $42.37 | $21,282.75 |
DisclosureSEC source: 0001209191-08-009852 · doc5.xml · nonDerivative · entry 4 TRUMBULL R SCOTT · CIK 0001210705 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 33,942.8329 F1 · kind: Dividend Reinvestment under the Amended and Restated Dividend Reinvestment and Stock Purchase Plan. Read SEC document |
| August 20, 2007 Filed Feb 13, 2008 21:10 UTC | WELLTOWER INC. HCN · Entity 2853 | OtherCommon Stock | 113.9299 | $36.34 | $4,139.92 |
DisclosureSEC source: 0001209191-08-009852 · doc5.xml · nonDerivative · entry 7 TRUMBULL R SCOTT · CIK 0001210705 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · IRRA Disclosed balance after: 6,687.332 F1 · kind: Dividend Reinvestment under the Amended and Restated Dividend Reinvestment and Stock Purchase Plan. F2 · ownership.nature: Richard Scott Trumbull IRRA for benefit of Richard Scott Trumbull. Read SEC document |
| August 20, 2007 Filed Feb 13, 2008 21:10 UTC | WELLTOWER INC. HCN · Entity 2853 | OtherCommon Stock | 538.7253 | $36.34 | $19,575.88 |
DisclosureSEC source: 0001209191-08-009852 · doc5.xml · nonDerivative · entry 3 TRUMBULL R SCOTT · CIK 0001210705 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 33,440.5412 F1 · kind: Dividend Reinvestment under the Amended and Restated Dividend Reinvestment and Stock Purchase Plan. Read SEC document |
| May 21, 2007 Filed Feb 13, 2008 21:10 UTC | WELLTOWER INC. HCN · Entity 2853 | OtherCommon Stock | 99.7344 | $43.19 | $4,307.29 |
DisclosureSEC source: 0001209191-08-009852 · doc5.xml · nonDerivative · entry 6 TRUMBULL R SCOTT · CIK 0001210705 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · IRRA Disclosed balance after: 6,573.4021 F1 · kind: Dividend Reinvestment under the Amended and Restated Dividend Reinvestment and Stock Purchase Plan. F2 · ownership.nature: Richard Scott Trumbull IRRA for benefit of Richard Scott Trumbull. Read SEC document |
| May 21, 2007 Filed Feb 13, 2008 21:10 UTC | WELLTOWER INC. HCN · Entity 2853 | OtherCommon Stock | 471.6013 | $43.19 | $20,367.33 |
DisclosureSEC source: 0001209191-08-009852 · doc5.xml · nonDerivative · entry 2 TRUMBULL R SCOTT · CIK 0001210705 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 32,901.8159 F1 · kind: Dividend Reinvestment under the Amended and Restated Dividend Reinvestment and Stock Purchase Plan. Read SEC document |
| February 20, 2007 Filed Feb 13, 2008 21:10 UTC | WELLTOWER INC. HCN · Entity 2853 | OtherCommon Stock | 40.5594 | $46.27 | $1,876.75 |
DisclosureSEC source: 0001209191-08-009852 · doc5.xml · nonDerivative · entry 5 TRUMBULL R SCOTT · CIK 0001210705 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · IRRA Disclosed balance after: 6,473.6677 F1 · kind: Dividend Reinvestment under the Amended and Restated Dividend Reinvestment and Stock Purchase Plan. F2 · ownership.nature: Richard Scott Trumbull IRRA for benefit of Richard Scott Trumbull. Read SEC document |
| February 20, 2007 Filed Feb 13, 2008 21:10 UTC | WELLTOWER INC. HCN · Entity 2853 | OtherCommon Stock | 183.5873 | $46.27 | $8,494.90 |
DisclosureSEC source: 0001209191-08-009852 · doc5.xml · nonDerivative · entry 1 TRUMBULL R SCOTT · CIK 0001210705 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 32,430.2146 F1 · kind: Dividend Reinvestment under the Amended and Restated Dividend Reinvestment and Stock Purchase Plan. Read SEC document |
| January 23, 2007 Filed Jan 24, 2007 20:09 UTC | WELLTOWER INC. HCN · Entity 2853 | Exercise / conversionDeferred Stock Units · Derivative | 640 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001209191-07-004871 · doc4.xml · derivative · entry 4 TRUMBULL R SCOTT · CIK 0001210705 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,278 Underlying: Common · 640 shares Expires 2009-01-23 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: The deferred stock units were granted without cash consideration on January 23, 2006 under the 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. The deferred stock units vest in three installments, with 640 units having vested on January 23, 2007 and 639 units vesting on January 23 of each 2008 and 2009. F4 · price: The deferred stock units were granted without cash consideration on January 23, 2006 under the 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. The deferred stock units vest in three installments, with 640 units having vested on January 23, 2007 and 639 units vesting on January 23 of each 2008 and 2009. F4 · derivative.exercise_date: The deferred stock units were granted without cash consideration on January 23, 2006 under the 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. The deferred stock units vest in three installments, with 640 units having vested on January 23, 2007 and 639 units vesting on January 23 of each 2008 and 2009. F4 · derivative.expiration_date: The deferred stock units were granted without cash consideration on January 23, 2006 under the 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. The deferred stock units vest in three installments, with 640 units having vested on January 23, 2007 and 639 units vesting on January 23 of each 2008 and 2009. F1 · derivative.underlying_shares: The reported transaction was a vesting of 640 deferred stock units on January 23, 2007, resulting in the issuance of 640 shares of common stock. No amount was payable in connection with the vesting or the common stock issuance. Read SEC document |
| January 23, 2007 Filed Jan 24, 2007 20:09 UTC | WELLTOWER INC. HCN · Entity 2853 | Exercise / conversionCommon Stock | 640 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-07-004871 · doc4.xml · nonDerivative · entry 1 TRUMBULL R SCOTT · CIK 0001210705 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 29,046.5535 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 640 deferred stock units on January 23, 2007, resulting in the issuance of 640 shares of common stock. No amount was payable in connection with the vesting or the common stock issuance. Read SEC document |
| January 22, 2007 Filed Jan 24, 2007 20:09 UTC | WELLTOWER INC. HCN · Entity 2853 | GrantDeferred Stock Units · Derivative | 1,531 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001209191-07-004871 · doc4.xml · derivative · entry 3 TRUMBULL R SCOTT · CIK 0001210705 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,531 Underlying: Common · 1,531 shares Expires 2010-01-22 F3 · derivative.exercise_price: The deferred stock units were granted without cash consideration on January 22, 2007 under the 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. The deferred stock units vest in three installments, with 511 units vesting on January 22, 2008 and 510 units vesting on January 22 of each of 2009 and 2010. F3 · price: The deferred stock units were granted without cash consideration on January 22, 2007 under the 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. The deferred stock units vest in three installments, with 511 units vesting on January 22, 2008 and 510 units vesting on January 22 of each of 2009 and 2010. F3 · derivative.exercise_date: The deferred stock units were granted without cash consideration on January 22, 2007 under the 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. The deferred stock units vest in three installments, with 511 units vesting on January 22, 2008 and 510 units vesting on January 22 of each of 2009 and 2010. F3 · derivative.expiration_date: The deferred stock units were granted without cash consideration on January 22, 2007 under the 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. The deferred stock units vest in three installments, with 511 units vesting on January 22, 2008 and 510 units vesting on January 22 of each of 2009 and 2010. F3 · derivative.underlying_shares: The deferred stock units were granted without cash consideration on January 22, 2007 under the 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. The deferred stock units vest in three installments, with 511 units vesting on January 22, 2008 and 510 units vesting on January 22 of each of 2009 and 2010. Read SEC document |
| December 28, 2006 Filed Feb 12, 2007 22:53 UTC | WELLTOWER INC. HCN · Entity 2853 | OtherCommon Stock | 51.0711 | $40.79 | $2,083.07 |
DisclosureSEC source: 0001209191-07-009510 · doc5.xml · nonDerivative · entry 10 TRUMBULL R SCOTT · CIK 0001210705 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · IRRA Disclosed balance after: 6,433.1083 F1 · kind: Dividend Reinvestment under the Amended and Restated Dividend Reinvestment and Stock Purchase Plan. F2 · ownership.nature: Richard Scott Trumbull IRRA for benefit of Richard Scott Trumbull. Read SEC document |
| December 28, 2006 Filed Feb 12, 2007 22:53 UTC | WELLTOWER INC. HCN · Entity 2853 | OtherCommon Stock | 231.1677 | $40.79 | $9,428.78 |
DisclosureSEC source: 0001209191-07-009510 · doc5.xml · nonDerivative · entry 5 TRUMBULL R SCOTT · CIK 0001210705 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 31,096.6273 F1 · kind: Dividend Reinvestment under the Amended and Restated Dividend Reinvestment and Stock Purchase Plan. Read SEC document |
| November 20, 2006 Filed Feb 12, 2007 22:53 UTC | WELLTOWER INC. HCN · Entity 2853 | OtherCommon Stock | 99.283 | $38.69 | $3,841.50 |
DisclosureSEC source: 0001209191-07-009510 · doc5.xml · nonDerivative · entry 9 TRUMBULL R SCOTT · CIK 0001210705 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · IRRA Disclosed balance after: 6,382.0372 F1 · kind: Dividend Reinvestment under the Amended and Restated Dividend Reinvestment and Stock Purchase Plan. F2 · ownership.nature: Richard Scott Trumbull IRRA for benefit of Richard Scott Trumbull. Read SEC document |
| November 20, 2006 Filed Feb 12, 2007 22:53 UTC | WELLTOWER INC. HCN · Entity 2853 | OtherCommon Stock | 449.3916 | $38.69 | $17,388.04 |
DisclosureSEC source: 0001209191-07-009510 · doc5.xml · nonDerivative · entry 4 TRUMBULL R SCOTT · CIK 0001210705 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 30,865.4596 F1 · kind: Dividend Reinvestment under the Amended and Restated Dividend Reinvestment and Stock Purchase Plan. Read SEC document |
| August 21, 2006 Filed Feb 12, 2007 22:53 UTC | WELLTOWER INC. HCN · Entity 2853 | OtherCommon Stock | 103.128 | $36.43 | $3,757.31 |
DisclosureSEC source: 0001209191-07-009510 · doc5.xml · nonDerivative · entry 8 TRUMBULL R SCOTT · CIK 0001210705 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · IRRA Disclosed balance after: 6,282.7542 F1 · kind: Dividend Reinvestment under the Amended and Restated Dividend Reinvestment and Stock Purchase Plan. F2 · ownership.nature: Richard Scott Trumbull IRRA for benefit of Richard Scott Trumbull. Read SEC document |
| August 21, 2006 Filed Feb 12, 2007 22:53 UTC | WELLTOWER INC. HCN · Entity 2853 | OtherCommon Stock | 466.7956 | $36.43 | $17,007.00 |
DisclosureSEC source: 0001209191-07-009510 · doc5.xml · nonDerivative · entry 3 TRUMBULL R SCOTT · CIK 0001210705 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 30,416.068 F1 · kind: Dividend Reinvestment under the Amended and Restated Dividend Reinvestment and Stock Purchase Plan. Read SEC document |
| May 19, 2006 Filed Feb 12, 2007 22:53 UTC | WELLTOWER INC. HCN · Entity 2853 | OtherCommon Stock | 114.703 | $33.61 | $3,854.95 |
DisclosureSEC source: 0001209191-07-009510 · doc5.xml · nonDerivative · entry 7 TRUMBULL R SCOTT · CIK 0001210705 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · IRRA Disclosed balance after: 6,179.6262 F1 · kind: Dividend Reinvestment under the Amended and Restated Dividend Reinvestment and Stock Purchase Plan. F2 · ownership.nature: Richard Scott Trumbull IRRA for benefit of Richard Scott Trumbull. 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.