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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
May 19, 2006 Filed Feb 12, 2007 22:53 UTC WELLTOWER INC. HCN · Entity 2853 OtherCommon Stock 488.2648 $33.61 $16,409.65
Disclosure

SEC source: 0001209191-07-009510 · doc5.xml · nonDerivative · entry 2

TRUMBULL R SCOTT · CIK 0001210705 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 29,949.2724

F1 · kind: Dividend Reinvestment under the Amended and Restated Dividend Reinvestment and Stock Purchase Plan.

Read SEC document
May 16, 2006 Filed May 18, 2006 21:41 UTC WELLTOWER INC. HCN · Entity 2853 Exercise / conversionOption (RIght to Buy) · Derivative 1,666 $0.00 Strike: $25.82 $0.00
Disclosure

SEC source: 0001209191-06-031164 · doc4.xml · derivative · entry 3

TRUMBULL R SCOTT · CIK 0001210705 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 0

Underlying: Common · 1,666 shares

Expires 2013-01-28

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F3 · price: The options were granted under the Health Care REIT, Inc. 1997 Stock Plan for Non-Employee Directors and had no acquisition price.

F2 · derivative.exercise_date: Options for the purchase of 5,000 shares of common stock at $25.82 per share were granted to Mr. Trumbull on January 28, 2003, which grant has previously been reported. The partial exercise of these options for the purchase of 3,334 shares has previously been reported. Of the remaining options, options for the purchase of 1,666 shares vested on January 28, 2006.

F2 · derivative.underlying_shares: Options for the purchase of 5,000 shares of common stock at $25.82 per share were granted to Mr. Trumbull on January 28, 2003, which grant has previously been reported. The partial exercise of these options for the purchase of 3,334 shares has previously been reported. Of the remaining options, options for the purchase of 1,666 shares vested on January 28, 2006.

Read SEC document
May 16, 2006 Filed May 18, 2006 21:41 UTC WELLTOWER INC. HCN · Entity 2853 Exercise / conversionCommon Stock 1,666 $25.82 $43,016.12
Disclosure

SEC source: 0001209191-06-031164 · doc4.xml · nonDerivative · entry 1

TRUMBULL R SCOTT · CIK 0001210705 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 28,406.5535

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.

Read SEC document
February 21, 2006 Filed Feb 12, 2007 22:53 UTC WELLTOWER INC. HCN · Entity 2853 OtherCommon Stock 99.9535 $35.22 $3,519.89
Disclosure

SEC source: 0001209191-07-009510 · doc5.xml · nonDerivative · entry 6

TRUMBULL R SCOTT · CIK 0001210705 · Director

10b5-1 filing: Not disclosed

Ownership: Indirect · IRRA

Disclosed balance after: 6,064.9232

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 21, 2006 Filed Feb 12, 2007 22:53 UTC WELLTOWER INC. HCN · Entity 2853 OtherCommon Stock 414.4541 $35.22 $14,595.13
Disclosure

SEC source: 0001209191-07-009510 · doc5.xml · nonDerivative · entry 1

TRUMBULL R SCOTT · CIK 0001210705 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 29,461.0076

F1 · kind: Dividend Reinvestment under the Amended and Restated Dividend Reinvestment and Stock Purchase Plan.

Read SEC document
January 23, 2006 Filed Jan 25, 2006 19:24 UTC WELLTOWER INC. HCN · Entity 2853 GrantDeferred Stock Unit · Derivative 1,918 $0.00 Strike: $0.00 $0.00
Disclosure

SEC source: 0001209191-06-004943 · doc4.xml · derivative · entry 1

TRUMBULL R SCOTT · CIK 0001210705 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 1,918

Underlying: Common · 1,918 shares

Expires 2009-01-23

F1 · derivative.exercise_price: The deferred stock units were granted without cash consideration 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 vesting on January 23, 2007 and 639 units vesting on January 23 of each 2008 and 2009.

F1 · price: The deferred stock units were granted without cash consideration 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 vesting on January 23, 2007 and 639 units vesting on January 23 of each 2008 and 2009.

F1 · derivative.exercise_date: The deferred stock units were granted without cash consideration 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 vesting on January 23, 2007 and 639 units vesting on January 23 of each 2008 and 2009.

F1 · derivative.expiration_date: The deferred stock units were granted without cash consideration 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 vesting on January 23, 2007 and 639 units vesting on January 23 of each 2008 and 2009.

F1 · derivative.underlying_shares: The deferred stock units were granted without cash consideration 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 vesting on January 23, 2007 and 639 units vesting on January 23 of each 2008 and 2009.

Read SEC document
November 21, 2005 Filed Feb 14, 2006 21:03 UTC WELLTOWER INC. HCN · Entity 2853 OtherCommon Stock 105.3041 $34.53 $3,635.77
Disclosure

SEC source: 0001209191-06-010371 · doc5.xml · nonDerivative · entry 8

TRUMBULL R SCOTT · CIK 0001210705 · Director

10b5-1 filing: Not disclosed

Ownership: Indirect · IRRA

Disclosed balance after: 5,964.9697

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 21, 2005 Filed Feb 14, 2006 21:03 UTC WELLTOWER INC. HCN · Entity 2853 OtherCommon Stock 436.6403 $34.53 $15,075.62
Disclosure

SEC source: 0001209191-06-010371 · doc5.xml · nonDerivative · entry 4

TRUMBULL R SCOTT · CIK 0001210705 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 26,740.5535

F1 · kind: Dividend Reinvestment under the Amended and Restated Dividend Reinvestment and Stock Purchase Plan.

Read SEC document
August 22, 2005 Filed Feb 14, 2006 21:03 UTC WELLTOWER INC. HCN · Entity 2853 OtherCommon Stock 98.2688 $35.17 $3,456.33
Disclosure

SEC source: 0001209191-06-010371 · doc5.xml · nonDerivative · entry 7

TRUMBULL R SCOTT · CIK 0001210705 · Director

10b5-1 filing: Not disclosed

Ownership: Indirect · IRRA

Disclosed balance after: 5,859.6656

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 22, 2005 Filed Feb 14, 2006 21:03 UTC WELLTOWER INC. HCN · Entity 2853 OtherCommon Stock 407.468 $35.17 $14,331.55
Disclosure

SEC source: 0001209191-06-010371 · doc5.xml · nonDerivative · entry 3

TRUMBULL R SCOTT · CIK 0001210705 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 26,303.9132

F1 · kind: Dividend Reinvestment under the Amended and Restated Dividend Reinvestment and Stock Purchase Plan.

Read SEC document
May 25, 2005 Filed May 26, 2005 21:06 UTC WELLTOWER INC. HCN · Entity 2853 Exercise / conversionOption (Right to Buy) · Derivative 1,666 $0.00 Strike: $17.56 $0.00
Disclosure

SEC source: 0001209191-05-028453 · doc4.xml · derivative · entry 10

TRUMBULL R SCOTT · CIK 0001210705 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 0

Underlying: Common · 1,666 shares

Expires 2011-01-15

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F3 · price: The options were granted under the Health Care REIT, Inc. 1997 Stock Plan for Non-Employee Directors and had no acquisition price.

F4 · derivative.exercise_date: Options for the purchase of 5,000 shares of common stock at $17.56 per share were granted to Mr. Trumbull on January 15, 2001, which grant has previously been reported. The partial exercise of these options for the purchase of 3,334 shares has previously been reported. Of the remaining options, options for the purchase of 1,666 shares vested on January 15, 2004.

F4 · derivative.underlying_shares: Options for the purchase of 5,000 shares of common stock at $17.56 per share were granted to Mr. Trumbull on January 15, 2001, which grant has previously been reported. The partial exercise of these options for the purchase of 3,334 shares has previously been reported. Of the remaining options, options for the purchase of 1,666 shares vested on January 15, 2004.

Read SEC document
May 25, 2005 Filed May 26, 2005 21:06 UTC WELLTOWER INC. HCN · Entity 2853 Exercise / conversionCommon Stock 1,666 $17.56 $29,254.96
Disclosure

SEC source: 0001209191-05-028453 · doc4.xml · nonDerivative · entry 1

TRUMBULL R SCOTT · CIK 0001210705 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 20,263.066

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

Read SEC document
May 24, 2005 Filed May 26, 2005 21:06 UTC WELLTOWER INC. HCN · Entity 2853 Exercise / conversionOption (Right to Buy) · Derivative 1,667 $0.00 Strike: $25.82 $0.00
Disclosure

SEC source: 0001209191-05-028453 · doc4.xml · derivative · entry 15

TRUMBULL R SCOTT · CIK 0001210705 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 1,666

Underlying: Common · 3,333 shares

Expires 2013-01-28

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F3 · price: The options were granted under the Health Care REIT, Inc. 1997 Stock Plan for Non-Employee Directors and had no acquisition price.

F6 · derivative.exercise_date: Options for the purchase of 5,000 shares of common stock at $25.82 per share were granted to Mr. Trumbull on January 28, 2003, which grant has previously been reported. Options for the purchase of 1,667 shares vested on January 28 of each 2004 and 2005 and options for the purchase of 1,666 shares will vest on January 28, 2006.

F6 · derivative.underlying_shares: Options for the purchase of 5,000 shares of common stock at $25.82 per share were granted to Mr. Trumbull on January 28, 2003, which grant has previously been reported. Options for the purchase of 1,667 shares vested on January 28 of each 2004 and 2005 and options for the purchase of 1,666 shares will vest on January 28, 2006.

Read SEC document
May 24, 2005 Filed May 26, 2005 21:06 UTC WELLTOWER INC. HCN · Entity 2853 Exercise / conversionOption (Right to Buy) · Derivative 1,667 $0.00 Strike: $25.82 $0.00
Disclosure

SEC source: 0001209191-05-028453 · doc4.xml · derivative · entry 14

TRUMBULL R SCOTT · CIK 0001210705 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 3,333

Underlying: Common · 5,000 shares

Expires 2013-01-28

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F3 · price: The options were granted under the Health Care REIT, Inc. 1997 Stock Plan for Non-Employee Directors and had no acquisition price.

F6 · derivative.exercise_date: Options for the purchase of 5,000 shares of common stock at $25.82 per share were granted to Mr. Trumbull on January 28, 2003, which grant has previously been reported. Options for the purchase of 1,667 shares vested on January 28 of each 2004 and 2005 and options for the purchase of 1,666 shares will vest on January 28, 2006.

F6 · derivative.underlying_shares: Options for the purchase of 5,000 shares of common stock at $25.82 per share were granted to Mr. Trumbull on January 28, 2003, which grant has previously been reported. Options for the purchase of 1,667 shares vested on January 28 of each 2004 and 2005 and options for the purchase of 1,666 shares will vest on January 28, 2006.

Read SEC document
May 24, 2005 Filed May 26, 2005 21:06 UTC WELLTOWER INC. HCN · Entity 2853 Exercise / conversionOption (Right to Buy) · Derivative 1,666 $0.00 Strike: $27.17 $0.00
Disclosure

SEC source: 0001209191-05-028453 · doc4.xml · derivative · entry 13

TRUMBULL R SCOTT · CIK 0001210705 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 0

Underlying: Common · 1,666 shares

Expires 2012-01-28

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F3 · price: The options were granted under the Health Care REIT, Inc. 1997 Stock Plan for Non-Employee Directors and had no acquisition price.

F5 · derivative.exercise_date: Options for the purchase of 5,000 shares of common stock at $27.17 per share were granted to Mr. Trumbull on January 28, 2002, which grant has previously been reported. Options for the purchase of 1,667 shares vested on January 28 of each 2003 and 2004 and options for the purchase of 1,666 shares vested on January 28, 2005.

F5 · derivative.underlying_shares: Options for the purchase of 5,000 shares of common stock at $27.17 per share were granted to Mr. Trumbull on January 28, 2002, which grant has previously been reported. Options for the purchase of 1,667 shares vested on January 28 of each 2003 and 2004 and options for the purchase of 1,666 shares vested on January 28, 2005.

Read SEC document
May 24, 2005 Filed May 26, 2005 21:06 UTC WELLTOWER INC. HCN · Entity 2853 Exercise / conversionOption (Right to Buy) · Derivative 1,667 $0.00 Strike: $27.17 $0.00
Disclosure

SEC source: 0001209191-05-028453 · doc4.xml · derivative · entry 12

TRUMBULL R SCOTT · CIK 0001210705 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 1,666

Underlying: Common · 3,333 shares

Expires 2012-01-28

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F3 · price: The options were granted under the Health Care REIT, Inc. 1997 Stock Plan for Non-Employee Directors and had no acquisition price.

F5 · derivative.exercise_date: Options for the purchase of 5,000 shares of common stock at $27.17 per share were granted to Mr. Trumbull on January 28, 2002, which grant has previously been reported. Options for the purchase of 1,667 shares vested on January 28 of each 2003 and 2004 and options for the purchase of 1,666 shares vested on January 28, 2005.

F5 · derivative.underlying_shares: Options for the purchase of 5,000 shares of common stock at $27.17 per share were granted to Mr. Trumbull on January 28, 2002, which grant has previously been reported. Options for the purchase of 1,667 shares vested on January 28 of each 2003 and 2004 and options for the purchase of 1,666 shares vested on January 28, 2005.

Read SEC document
May 24, 2005 Filed May 26, 2005 21:06 UTC WELLTOWER INC. HCN · Entity 2853 Exercise / conversionOption (Right to Buy) · Derivative 1,667 $0.00 Strike: $27.17 $0.00
Disclosure

SEC source: 0001209191-05-028453 · doc4.xml · derivative · entry 11

TRUMBULL R SCOTT · CIK 0001210705 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 3,333

Underlying: Common · 5,000 shares

Expires 2012-01-28

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F3 · price: The options were granted under the Health Care REIT, Inc. 1997 Stock Plan for Non-Employee Directors and had no acquisition price.

F5 · derivative.exercise_date: Options for the purchase of 5,000 shares of common stock at $27.17 per share were granted to Mr. Trumbull on January 28, 2002, which grant has previously been reported. Options for the purchase of 1,667 shares vested on January 28 of each 2003 and 2004 and options for the purchase of 1,666 shares vested on January 28, 2005.

F5 · derivative.underlying_shares: Options for the purchase of 5,000 shares of common stock at $27.17 per share were granted to Mr. Trumbull on January 28, 2002, which grant has previously been reported. Options for the purchase of 1,667 shares vested on January 28 of each 2003 and 2004 and options for the purchase of 1,666 shares vested on January 28, 2005.

Read SEC document
May 24, 2005 Filed May 26, 2005 21:06 UTC WELLTOWER INC. HCN · Entity 2853 Exercise / conversionOption (Right to Buy) · Derivative 3,333 $0.00 Strike: $24.56 $0.00
Disclosure

SEC source: 0001209191-05-028453 · doc4.xml · derivative · entry 9

TRUMBULL R SCOTT · CIK 0001210705 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 0

Underlying: Common · 3,333 shares

Expires 2009-04-20

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F3 · price: The options were granted under the Health Care REIT, Inc. 1997 Stock Plan for Non-Employee Directors and had no acquisition price.

F2 · derivative.exercise_date: Options for the purchase of 10,000 shares of common stock at $24.5625 per share were granted to Mr. Trumbull on April 20, 1999, which grant has previously been reported. Optons for the purchase of 3,333 shares vested on April 20, 2000, options for the purchase of 3,334 shares vested on April 20, 2001 and options for the purchase of 3,333 shares vested on April 20, 2002.

F2 · derivative.underlying_shares: Options for the purchase of 10,000 shares of common stock at $24.5625 per share were granted to Mr. Trumbull on April 20, 1999, which grant has previously been reported. Optons for the purchase of 3,333 shares vested on April 20, 2000, options for the purchase of 3,334 shares vested on April 20, 2001 and options for the purchase of 3,333 shares vested on April 20, 2002.

Read SEC document
May 24, 2005 Filed May 26, 2005 21:06 UTC WELLTOWER INC. HCN · Entity 2853 Exercise / conversionOption (Right to Buy) · Derivative 3,334 $0.00 Strike: $24.56 $0.00
Disclosure

SEC source: 0001209191-05-028453 · doc4.xml · derivative · entry 8

TRUMBULL R SCOTT · CIK 0001210705 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 3,333

Underlying: Common · 6,667 shares

Expires 2009-04-20

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F3 · price: The options were granted under the Health Care REIT, Inc. 1997 Stock Plan for Non-Employee Directors and had no acquisition price.

F2 · derivative.exercise_date: Options for the purchase of 10,000 shares of common stock at $24.5625 per share were granted to Mr. Trumbull on April 20, 1999, which grant has previously been reported. Optons for the purchase of 3,333 shares vested on April 20, 2000, options for the purchase of 3,334 shares vested on April 20, 2001 and options for the purchase of 3,333 shares vested on April 20, 2002.

F2 · derivative.underlying_shares: Options for the purchase of 10,000 shares of common stock at $24.5625 per share were granted to Mr. Trumbull on April 20, 1999, which grant has previously been reported. Optons for the purchase of 3,333 shares vested on April 20, 2000, options for the purchase of 3,334 shares vested on April 20, 2001 and options for the purchase of 3,333 shares vested on April 20, 2002.

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May 24, 2005 Filed May 26, 2005 21:06 UTC WELLTOWER INC. HCN · Entity 2853 Exercise / conversionOption (Right to Buy) · Derivative 3,333 $0.00 Strike: $24.56 $0.00
Disclosure

SEC source: 0001209191-05-028453 · doc4.xml · derivative · entry 7

TRUMBULL R SCOTT · CIK 0001210705 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 6,667

Underlying: Common · 10,000 shares

Expires 2009-04-20

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F3 · price: The options were granted under the Health Care REIT, Inc. 1997 Stock Plan for Non-Employee Directors and had no acquisition price.

F2 · derivative.exercise_date: Options for the purchase of 10,000 shares of common stock at $24.5625 per share were granted to Mr. Trumbull on April 20, 1999, which grant has previously been reported. Optons for the purchase of 3,333 shares vested on April 20, 2000, options for the purchase of 3,334 shares vested on April 20, 2001 and options for the purchase of 3,333 shares vested on April 20, 2002.

F2 · derivative.underlying_shares: Options for the purchase of 10,000 shares of common stock at $24.5625 per share were granted to Mr. Trumbull on April 20, 1999, which grant has previously been reported. Optons for the purchase of 3,333 shares vested on April 20, 2000, options for the purchase of 3,334 shares vested on April 20, 2001 and options for the purchase of 3,333 shares vested on April 20, 2002.

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May 24, 2005 Filed May 26, 2005 21:06 UTC WELLTOWER INC. HCN · Entity 2853 SaleCommon Stock 13,290 $34.92 $464,046.93
Disclosure

SEC source: 0001209191-05-028453 · doc4.xml · nonDerivative · entry 5

TRUMBULL R SCOTT · CIK 0001210705 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 25,307.066

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May 24, 2005 Filed May 26, 2005 21:06 UTC WELLTOWER INC. HCN · Entity 2853 Exercise / conversionCommon Stock 3,334 $25.82 $86,083.88
Disclosure

SEC source: 0001209191-05-028453 · doc4.xml · nonDerivative · entry 4

TRUMBULL R SCOTT · CIK 0001210705 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 38,597.066

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

Read SEC document
May 24, 2005 Filed May 26, 2005 21:06 UTC WELLTOWER INC. HCN · Entity 2853 Exercise / conversionCommon Stock 5,000 $27.17 $135,850.00
Disclosure

SEC source: 0001209191-05-028453 · doc4.xml · nonDerivative · entry 3

TRUMBULL R SCOTT · CIK 0001210705 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 35,263.066

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

Read SEC document
May 24, 2005 Filed May 26, 2005 21:06 UTC WELLTOWER INC. HCN · Entity 2853 Exercise / conversionCommon Stock 10,000 $24.56 $245,625.00
Disclosure

SEC source: 0001209191-05-028453 · doc4.xml · nonDerivative · entry 2

TRUMBULL R SCOTT · CIK 0001210705 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 30,263.066

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

Read SEC document
May 20, 2005 Filed Feb 14, 2006 21:03 UTC WELLTOWER INC. HCN · Entity 2853 OtherCommon Stock 100.2826 $33.12 $3,321.07
Disclosure

SEC source: 0001209191-06-010371 · doc5.xml · nonDerivative · entry 6

TRUMBULL R SCOTT · CIK 0001210705 · Director

10b5-1 filing: Not disclosed

Ownership: Indirect · IRRA

Disclosed balance after: 5,761.3968

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.

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May 20, 2005 Filed Feb 14, 2006 21:03 UTC WELLTOWER INC. HCN · Entity 2853 OtherCommon Stock 299.0246 $33.12 $9,902.83
Disclosure

SEC source: 0001209191-06-010371 · doc5.xml · nonDerivative · entry 2

TRUMBULL R SCOTT · CIK 0001210705 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 25,896.4452

F1 · kind: Dividend Reinvestment under the Amended and Restated Dividend Reinvestment and Stock Purchase Plan.

Read SEC document
February 22, 2005 Filed Feb 14, 2006 21:03 UTC WELLTOWER INC. HCN · Entity 2853 OtherCommon Stock 97.3257 $33.91 $3,300.69
Disclosure

SEC source: 0001209191-06-010371 · doc5.xml · nonDerivative · entry 5

TRUMBULL R SCOTT · CIK 0001210705 · Director

10b5-1 filing: Not disclosed

Ownership: Indirect · IRRA

Disclosed balance after: 5,661.1142

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 22, 2005 Filed Feb 14, 2006 21:03 UTC WELLTOWER INC. HCN · Entity 2853 OtherCommon Stock 290.2079 $33.91 $9,842.08
Disclosure

SEC source: 0001209191-06-010371 · doc5.xml · nonDerivative · entry 1

TRUMBULL R SCOTT · CIK 0001210705 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 25,597.4206

F1 · kind: Dividend Reinvestment under the Amended and Restated Dividend Reinvestment and Stock Purchase Plan.

Read SEC document
January 24, 2005 Filed Jan 25, 2005 22:38 UTC WELLTOWER INC. HCN · Entity 2853 GrantCommon Stock 2,007 $0.00 $0.00
Disclosure

SEC source: 0001209191-05-004716 · doc4.xml · nonDerivative · entry 1

TRUMBULL R SCOTT · CIK 0001210705 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 17,567.066

F1 · price: These shares were granted without cash consideration as shares of restricted stock under the Health Care REIT, Inc. 1997 Stock Plan for Non-Employee Directors.

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November 19, 2004 Filed Feb 14, 2005 21:25 UTC WELLTOWER INC. HCN · Entity 2853 OtherCommon Stock 94 $34.81 $3,272.20
Disclosure

SEC source: 0001209191-05-009277 · doc5.xml · nonDerivative · entry 8

TRUMBULL R SCOTT · CIK 0001210705 · Director

10b5-1 filing: Not disclosed

Ownership: Indirect · IRRA

Disclosed balance after: 5,563.2621

F1 · timeliness: 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 19, 2004 Filed Feb 14, 2005 21:25 UTC WELLTOWER INC. HCN · Entity 2853 OtherCommon Stock 283 $34.81 $9,851.40
Disclosure

SEC source: 0001209191-05-009277 · doc5.xml · nonDerivative · entry 4

TRUMBULL R SCOTT · CIK 0001210705 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 18,597.066

F1 · timeliness: Dividend Reinvestment under the Amended and Restated Dividend Reinvestment and Stock Purchase Plan.

Read SEC document
August 20, 2004 Filed Feb 14, 2005 21:25 UTC WELLTOWER INC. HCN · Entity 2853 OtherCommon Stock 100 $31.08 $3,107.87
Disclosure

SEC source: 0001209191-05-009277 · doc5.xml · nonDerivative · entry 7

TRUMBULL R SCOTT · CIK 0001210705 · Director

10b5-1 filing: Not disclosed

Ownership: Indirect · IRRA

Disclosed balance after: 5,469.2621

F1 · timeliness: 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, 2004 Filed Feb 14, 2005 21:25 UTC WELLTOWER INC. HCN · Entity 2853 OtherCommon Stock 261 $31.08 $8,111.54
Disclosure

SEC source: 0001209191-05-009277 · doc5.xml · nonDerivative · entry 3

TRUMBULL R SCOTT · CIK 0001210705 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 18,314.066

F1 · timeliness: Dividend Reinvestment under the Amended and Restated Dividend Reinvestment and Stock Purchase Plan.

Read SEC document
May 20, 2004 Filed Feb 14, 2005 21:25 UTC WELLTOWER INC. HCN · Entity 2853 OtherCommon Stock 103 $29.18 $3,005.59
Disclosure

SEC source: 0001209191-05-009277 · doc5.xml · nonDerivative · entry 6

TRUMBULL R SCOTT · CIK 0001210705 · Director

10b5-1 filing: Not disclosed

Ownership: Indirect · IRRA

Disclosed balance after: 5,369.2621

F1 · timeliness: 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, 2004 Filed Feb 14, 2005 21:25 UTC WELLTOWER INC. HCN · Entity 2853 OtherCommon Stock 269 $29.18 $7,849.55
Disclosure

SEC source: 0001209191-05-009277 · doc5.xml · nonDerivative · entry 2

TRUMBULL R SCOTT · CIK 0001210705 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 18,053.066

F1 · timeliness: Dividend Reinvestment under the Amended and Restated Dividend Reinvestment and Stock Purchase Plan.

Read SEC document
February 20, 2004 Filed Feb 14, 2005 21:25 UTC WELLTOWER INC. HCN · Entity 2853 OtherCommon Stock 83 $35.93 $2,982.09
Disclosure

SEC source: 0001209191-05-009277 · doc5.xml · nonDerivative · entry 5

TRUMBULL R SCOTT · CIK 0001210705 · Director

10b5-1 filing: Not disclosed

Ownership: Indirect · IRRA

Disclosed balance after: 5,266.2621

F1 · timeliness: 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, 2004 Filed Feb 14, 2005 21:25 UTC WELLTOWER INC. HCN · Entity 2853 OtherCommon Stock 217 $35.93 $7,796.55
Disclosure

SEC source: 0001209191-05-009277 · doc5.xml · nonDerivative · entry 1

TRUMBULL R SCOTT · CIK 0001210705 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 17,784.066

F1 · timeliness: Dividend Reinvestment under the Amended and Restated Dividend Reinvestment and Stock Purchase Plan.

Read SEC document
January 26, 2004 Filed Jan 28, 2004 21:23 UTC WELLTOWER INC. HCN · Entity 2853 GrantCommon Stock 2,000 $0.00 $0.00
Disclosure

SEC source: 0001209191-04-005112 · doc4.xml · nonDerivative · entry 5

TRUMBULL R SCOTT · CIK 0001210705 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 15,560.066

F2 · price: These shares were granted without cash consideration as shares of restricted stock under the Health Care REIT, Inc. 1997 Stock Plan for Non-Employee Directors.

Read SEC document
November 20, 2003 Filed Jan 28, 2004 21:23 UTC WELLTOWER INC. HCN · Entity 2853 OtherCommon Stock 87.045 $33.10 $2,881.51
Disclosure

SEC source: 0001209191-04-005112 · doc4.xml · nonDerivative · entry 7

TRUMBULL R SCOTT · CIK 0001210705 · Director

10b5-1 filing: Not disclosed

Ownership: Indirect · IRRA

Disclosed balance after: 5,183.2621

F1 · kind: Dividend Reinvestment under the Amended and Restated Dividend Reinvestment and Stock Purchase Plan.

F3 · ownership.nature: Richard Scott Trumbull IRRA for benefit of Richard Scott Trumbull

Read SEC document
November 20, 2003 Filed Jan 28, 2004 21:23 UTC WELLTOWER INC. HCN · Entity 2853 OtherCommon Stock 227.7203 $33.10 $7,538.38
Disclosure

SEC source: 0001209191-04-005112 · doc4.xml · nonDerivative · entry 4

TRUMBULL R SCOTT · CIK 0001210705 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 13,560.066

F1 · kind: Dividend Reinvestment under the Amended and Restated Dividend Reinvestment and Stock Purchase Plan.

Read SEC document
August 20, 2003 Filed Jan 28, 2004 21:23 UTC WELLTOWER INC. HCN · Entity 2853 OtherCommon Stock 96.2171 $28.62 $2,753.32
Disclosure

SEC source: 0001209191-04-005112 · doc4.xml · nonDerivative · entry 6

TRUMBULL R SCOTT · CIK 0001210705 · Director

10b5-1 filing: Not disclosed

Ownership: Indirect · IRRA

Disclosed balance after: 5,096.2171

F1 · kind: Dividend Reinvestment under the Amended and Restated Dividend Reinvestment and Stock Purchase Plan.

F3 · ownership.nature: Richard Scott Trumbull IRRA for benefit of Richard Scott Trumbull

Read SEC document
August 20, 2003 Filed Jan 28, 2004 21:23 UTC WELLTOWER INC. HCN · Entity 2853 OtherCommon Stock 223.3961 $28.62 $6,392.64
Disclosure

SEC source: 0001209191-04-005112 · doc4.xml · nonDerivative · entry 3

TRUMBULL R SCOTT · CIK 0001210705 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 13,332.3457

F1 · kind: Dividend Reinvestment under the Amended and Restated Dividend Reinvestment and Stock Purchase Plan.

Read SEC document
May 20, 2003 Filed Jan 28, 2004 21:23 UTC WELLTOWER INC. HCN · Entity 2853 OtherCommon Stock 129.0681 $28.00 $3,614.19
Disclosure

SEC source: 0001209191-04-005112 · doc4.xml · nonDerivative · entry 2

TRUMBULL R SCOTT · CIK 0001210705 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 13,108.9496

F1 · kind: Dividend Reinvestment under the Amended and Restated Dividend Reinvestment and Stock Purchase Plan.

Read SEC document
May 02, 2003 Filed Jul 29, 2003 18:56 UTC WELLTOWER INC. HCN · Entity 2853 PurchaseCommon Stock 200 $28.39 $5,678.00
Disclosure

SEC source: 0001209191-03-014180 · doc4.xml · nonDerivative · entry 2

TRUMBULL R SCOTT · CIK 0001210705 · Director

10b5-1 filing: Not disclosed

Ownership: Indirect · IRRA

Disclosed balance after: 5,000

F1 · ownership.nature: Richard Scott Trumbull IRRA for benefit of Richard Scott Trumbull

Read SEC document
May 02, 2003 Filed Jul 29, 2003 18:56 UTC WELLTOWER INC. HCN · Entity 2853 PurchaseCommon Stock 4,800 $28.46 $136,608.00
Disclosure

SEC source: 0001209191-03-014180 · doc4.xml · nonDerivative · entry 1

TRUMBULL R SCOTT · CIK 0001210705 · Director

10b5-1 filing: Not disclosed

Ownership: Indirect · IRRA

Disclosed balance after: Not disclosed

F1 · ownership.nature: Richard Scott Trumbull IRRA for benefit of Richard Scott Trumbull

Read SEC document
February 20, 2003 Filed Jan 28, 2004 21:23 UTC WELLTOWER INC. HCN · Entity 2853 OtherCommon Stock 145.8815 $24.50 $3,574.68
Disclosure

SEC source: 0001209191-04-005112 · doc4.xml · nonDerivative · entry 1

TRUMBULL R SCOTT · CIK 0001210705 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 12,979.8815

F1 · kind: Dividend Reinvestment under the Amended and Restated Dividend Reinvestment and Stock Purchase Plan.

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.