Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| WELLTOWER INC.WELL · Entity 2853 | Chief Financial Officer | March 13, 2019 | March 15, 2019 |
Disclosed balances
About these balances
Latest available filing per company, not a reconstructed current portfolio. Matching sequences show the last reported balance with all source rows expandable; grouping alone does not establish account ownership. Do not add unresolved positions together. Filings may omit unchanged positions, and amendments may correct only part of an older disclosure. Jointly reported shares are not necessarily this owner's personal holdings.
WELLTOWER INC.
Report date March 13, 2019 · Filed March 15, 2019
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 48,094 |
Reported balance
After 2019-03-13 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2019-03-13 · Sale · Disposed 0.569 · Balance 48,094 F1: Amount includes .0046 shares acquired since the last Form 4 filing as a result of reinvestment of dividends under the dividend reinvestment plan. |
Filing footnotes · ownership attribution and instrument terms
F1: Amount includes .0046 shares acquired since the last Form 4 filing as a result of reinvestment of dividends under the dividend reinvestment plan.
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 |
|---|---|---|---|---|---|---|
| March 13, 2019 Filed Mar 15, 2019 21:21 UTC | WELLTOWER INC. WELL · Entity 2853 | SaleCommon Stock | 0.569 | $77.13 | $43.89 |
DisclosureSEC source: 0001209191-19-019764 · doc4.xml · nonDerivative · entry 1 Goodey John · CIK 0001718540 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 48,094 F1 · balance_after: Amount includes .0046 shares acquired since the last Form 4 filing as a result of reinvestment of dividends under the dividend reinvestment plan. Read SEC document |
| February 14, 2019 Filed Feb 19, 2019 22:47 UTC | WELLTOWER INC. WELL · Entity 2853 | GrantCommon Stock | 5,567 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-19-011265 · doc4.xml · nonDerivative · entry 1 Goodey John · CIK 0001718540 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 48,094.5644 F1 · shares: These shares represent restricted stock units that were granted without cash consideration on February 14, 2019 under the Welltower Inc. 2016 Long-Term Incentive Plan and 2019-2021 Long-Term Incentive Program. Each restricted stock unit will be settled in common stock upon vesting in four equal installments on January 15, 2020, January 15, 2021, January 15, 2022 and January 15, 2023. F1 · price: These shares represent restricted stock units that were granted without cash consideration on February 14, 2019 under the Welltower Inc. 2016 Long-Term Incentive Plan and 2019-2021 Long-Term Incentive Program. Each restricted stock unit will be settled in common stock upon vesting in four equal installments on January 15, 2020, January 15, 2021, January 15, 2022 and January 15, 2023. Read SEC document |
| February 07, 2019 Filed Feb 11, 2019 23:13 UTC | WELLTOWER INC. WELL · Entity 2853 | Exercise / conversionDeferred Stock Units · Derivative | 2,876 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001209191-19-009093 · doc4.xml · derivative · entry 3 Goodey John · CIK 0001718540 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,876 Underlying: Common · 2,876 shares Expires 2019-02-07 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F2 · derivative.exercise_price: These deferred stock units were granted without cash consideration on August 1, 2017, under the Welltower Inc. 2016 Long-Term Incentive Plan. Each deferred stock unit represents a right to receive one share of common stock of Welltower Inc. at the time of vesting of the unit. These deferred stock units vest in two installments with 2,876 units having vested on February 7, 2019 and 2,876 units vesting on December 31, 2019. F2 · derivative.exercise_date: These deferred stock units were granted without cash consideration on August 1, 2017, under the Welltower Inc. 2016 Long-Term Incentive Plan. Each deferred stock unit represents a right to receive one share of common stock of Welltower Inc. at the time of vesting of the unit. These deferred stock units vest in two installments with 2,876 units having vested on February 7, 2019 and 2,876 units vesting on December 31, 2019. F2 · derivative.expiration_date: These deferred stock units were granted without cash consideration on August 1, 2017, under the Welltower Inc. 2016 Long-Term Incentive Plan. Each deferred stock unit represents a right to receive one share of common stock of Welltower Inc. at the time of vesting of the unit. These deferred stock units vest in two installments with 2,876 units having vested on February 7, 2019 and 2,876 units vesting on December 31, 2019. F3 · derivative.underlying_shares: The reported transaction was a vesting of 2,876 deferred stock units on February 7, 2019, resulting in the issuance of 2,876 shares of common stock. No amount was payable in connection with the vesting or the common stock issuance. F2 · balance_after: These deferred stock units were granted without cash consideration on August 1, 2017, under the Welltower Inc. 2016 Long-Term Incentive Plan. Each deferred stock unit represents a right to receive one share of common stock of Welltower Inc. at the time of vesting of the unit. These deferred stock units vest in two installments with 2,876 units having vested on February 7, 2019 and 2,876 units vesting on December 31, 2019. Read SEC document |
| February 07, 2019 Filed Feb 11, 2019 23:13 UTC | WELLTOWER INC. WELL · Entity 2853 | Tax withholdingCommon Stock | 1,040 | $77.05 | $80,132.00 |
DisclosureSEC source: 0001209191-19-009093 · doc4.xml · nonDerivative · entry 2 Goodey John · CIK 0001718540 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 42,527.5644 F1 · shares: Shares withheld upon vesting to satisfy tax withholding obligation. Read SEC document |
| February 07, 2019 Filed Feb 11, 2019 23:13 UTC | WELLTOWER INC. WELL · Entity 2853 | Exercise / conversionCommom Stock | 2,876 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-19-009093 · doc4.xml · nonDerivative · entry 1 Goodey John · CIK 0001718540 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 43,567.5644 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| January 15, 2019 Filed Jan 17, 2019 22:38 UTC | WELLTOWER INC. WELL · Entity 2853 | Tax withholdingCommon Stock | 3,743 | $72.39 | $270,955.77 |
DisclosureSEC source: 0001209191-19-004336 · doc4.xml · nonDerivative · entry 1 Goodey John · CIK 0001718540 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 40,691.5644 F1 · shares: Shares withheld upon vesting of restricted stock to satisfy tax withholding obligations. F2 · balance_after: Amount includes 0.005 shares acquired since the last Form 4 filing as a result of reinvestment of dividends under the dividend reinvestment plan. Read SEC document |
| October 03, 2018 Filed Oct 5, 2018 20:25 UTC | WELLTOWER INC. WELL · Entity 2853 | Tax withholdingCommon Stock | 1,659 | $61.90 | $102,692.10 |
DisclosureSEC source: 0001209191-18-054377 · doc4.xml · nonDerivative · entry 1 Goodey John · CIK 0001718540 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 44,434.5594 F1 · shares: Shares withheld upon vesting of restricted stock to satisfy tax withholding obligation. F2 · balance_after: Amount includes 0.0053 shares acquired since the last Form 4 filing as a result of reinvestment of dividends under the dividend reinvestment plan and 289 shares held by the reporting person on October 3, 2017, the date on which the reporting person became an officer of Welltower Inc., that were inadvertently omitted from his Form 3 filed on October 5, 2017. Read SEC document |
| June 23, 2018 Filed Jun 26, 2018 22:03 UTC | WELLTOWER INC. WELL · Entity 2853 | Tax withholdingCommon Stock | 241 | $59.05 | $14,231.05 |
DisclosureSEC source: 0001209191-18-039538 · doc4.xml · nonDerivative · entry 1 Goodey John · CIK 0001718540 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 45,804.5541 F1 · shares: Shares withheld upon vesting of restricted stock to satisfy tax withholding obligation. F2 · balance_after: Amount includes 53.2334 shares acquired since the last Form 4 filing as a result of reinvestment of dividends under the dividend reinvestment plan. Read SEC document |
| February 15, 2018 Filed Feb 20, 2018 22:54 UTC | WELLTOWER INC. HCN · Entity 2853 | GrantCommon Stock | 7,817 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-011484 · doc4.xml · nonDerivative · entry 1 Goodey John · CIK 0001718540 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 45,992.3207 F1 · shares: These shares represent restricted stock units that were granted without cash consideration on February 15, 2018 under the Welltower Inc. 2016 Long-Term Incentive Plan and 2018-2020 Long-Term Incentive Program. Each restricted stock unit will be settled in common stock upon vesting in four equal installments on January 15, 2019, January 15, 2020, January 15, 2021 and January 15, 2022. F1 · price: These shares represent restricted stock units that were granted without cash consideration on February 15, 2018 under the Welltower Inc. 2016 Long-Term Incentive Plan and 2018-2020 Long-Term Incentive Program. Each restricted stock unit will be settled in common stock upon vesting in four equal installments on January 15, 2019, January 15, 2020, January 15, 2021 and January 15, 2022. Read SEC document |
| January 15, 2018 Filed Jan 17, 2018 23:59 UTC | WELLTOWER INC. HCN · Entity 2853 | Tax withholdingCommon Stock | 3,363 | $59.16 | $198,955.08 |
DisclosureSEC source: 0001209191-18-004103 · doc4.xml · nonDerivative · entry 1 Goodey John · CIK 0001718540 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 38,175.3207 F1 · shares: Shares withheld upon vesting of restricted stock to satisfy tax withholding obligation. F2 · balance_after: Amount includes 47.6879 shares acquired since the last Form 4 filing as a result of reinvestment of dividends under the dividend reinvestment plan. Read SEC document |
| October 03, 2017 Filed Oct 5, 2017 20:54 UTC | WELLTOWER INC. HCN · Entity 2853 | GrantCommon Stock | 14,401 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-056141 · doc4.xml · nonDerivative · entry 1 Goodey John · CIK 0001718540 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 41,490.6328 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.