Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| WELLTOWER INC.WELL · Entity 2853 | Director | February 07, 2019 | February 11, 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 February 07, 2019 · Filed February 11, 2019
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 10,040 |
Reported balance
After 2019-02-07 transaction · row 1
1 source rowRow 1 · 2019-02-07 · Grant · Acquired 2,077 · Balance 10,040 F1: These shares represent deferred stock units that were granted without cash consideration on February 7, 2019 under the Welltower Inc. 2016 Long-Term Incentive Plan. Each deferred stock unit will be settled in common stock upon vesting on the first anniversary of the grant date. |
Filing footnotes · ownership attribution and instrument terms
F1: These shares represent deferred stock units that were granted without cash consideration on February 7, 2019 under the Welltower Inc. 2016 Long-Term Incentive Plan. Each deferred stock unit will be settled in common stock upon vesting on the first anniversary of the grant date.
Transaction history
JSON APIPurchases/sales include open-market and private transactions. Plan disclosure applies to the filing; individual rows may differ. “Not disclosed” is not “unplanned.”
The cutoff filters transaction history only. Company summaries and owner relationships show the latest available disclosures. Parser corrections can improve historical records.
| Transaction date | Company | Activity / security | Shares / units | Reported price | Reported value | Details |
|---|---|---|---|---|---|---|
| February 07, 2019 Filed Feb 11, 2019 23:02 UTC | WELLTOWER INC. WELL · Entity 2853 | GrantCommon Stock | 2,077 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-19-009081 · doc4.xml · nonDerivative · entry 1 Whitelaw Gary · CIK 0001713218 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,040 F1 · shares: These shares represent deferred stock units that were granted without cash consideration on February 7, 2019 under the Welltower Inc. 2016 Long-Term Incentive Plan. Each deferred stock unit will be settled in common stock upon vesting on the first anniversary of the grant date. F1 · price: These shares represent deferred stock units that were granted without cash consideration on February 7, 2019 under the Welltower Inc. 2016 Long-Term Incentive Plan. Each deferred stock unit will be settled in common stock upon vesting on the first anniversary of the grant date. Read SEC document |
| July 26, 2018 Filed Jul 30, 2018 21:32 UTC | WELLTOWER INC. WELL · Entity 2853 | Exercise / conversionDeferred Stock Units · Derivative | 832 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-044439 · doc4.xml · derivative · entry 2 Whitelaw Gary · CIK 0001713218 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common · 832 shares Expires 2018-07-26 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F2 · derivative.exercise_price: These deferred stock units were granted without cash consideration on July 26, 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 vested in one installment on the first anniversary of the grant date. F2 · price: These deferred stock units were granted without cash consideration on July 26, 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 vested in one installment on the first anniversary of the grant date. F2 · derivative.exercise_date: These deferred stock units were granted without cash consideration on July 26, 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 vested in one installment on the first anniversary of the grant date. F2 · derivative.expiration_date: These deferred stock units were granted without cash consideration on July 26, 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 vested in one installment on the first anniversary of the grant date. F1 · derivative.underlying_shares: The reported transaction was a vesting of 832 deferred stock units on July 26, 2018, resulting in the issuance of 832 shares of common stock. No amount was payable to the company in connection with the vesting or the common stock issuance. Read SEC document |
| July 26, 2018 Filed Jul 30, 2018 21:32 UTC | WELLTOWER INC. WELL · Entity 2853 | Exercise / conversionCommon Stock | 832 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-044439 · doc4.xml · nonDerivative · entry 1 Whitelaw Gary · CIK 0001713218 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,963 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 832 deferred stock units on July 26, 2018, resulting in the issuance of 832 shares of common stock. No amount was payable to the company in connection with the vesting or the common stock issuance. Read SEC document |
| May 02, 2018 Filed May 4, 2018 21:16 UTC | WELLTOWER INC. WELL · Entity 2853 | GrantCommon Stock | 363 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-028161 · doc4.xml · nonDerivative · entry 1 Whitelaw Gary · CIK 0001713218 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,131 F1 · shares: These shares represent deferred stock units that were granted without cash consideration on May 2, 2018 under the Welltower Inc. 2016 Long-Term Incentive Plan. Each deferred stock unit will be settled in common stock upon vesting on the first anniversary of the grant date. F1 · price: These shares represent deferred stock units that were granted without cash consideration on May 2, 2018 under the Welltower Inc. 2016 Long-Term Incentive Plan. Each deferred stock unit will be settled in common stock upon vesting on the first anniversary of the grant date. Read SEC document |
| May 01, 2018 Filed May 1, 2018 21:21 UTC | WELLTOWER INC. WELL · Entity 2853 | PurchaseCommon Stock | 925 | $54.18 | $50,115.58 |
DisclosureSEC source: 0001209191-18-027158 · doc4.xml · nonDerivative · entry 1 Whitelaw Gary · CIK 0001713218 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,768 Read SEC document |
| February 26, 2018 Filed Feb 27, 2018 22:39 UTC | WELLTOWER INC. HCN · Entity 2853 | PurchaseCommon Stock | 1,862 | $53.61 | $99,819.96 |
DisclosureSEC source: 0001209191-18-014062 · doc4.xml · nonDerivative · entry 1 Whitelaw Gary · CIK 0001713218 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,843 Read SEC document |
| February 08, 2018 Filed Feb 12, 2018 22:51 UTC | WELLTOWER INC. HCN · Entity 2853 | GrantCommon Stock | 2,561 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-009309 · doc4.xml · nonDerivative · entry 1 Whitelaw Gary · CIK 0001713218 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,981 F1 · shares: These shares represent deferred stock units that were granted without cash consideration on February 8, 2018 under the Welltower Inc. 2016 Long-Term Incentive Plan. Each deferred stock unit will be settled in common stock upon vesting on the first anniversary of the grant date. F1 · price: These shares represent deferred stock units that were granted without cash consideration on February 8, 2018 under the Welltower Inc. 2016 Long-Term Incentive Plan. Each deferred stock unit will be settled in common stock upon vesting on the first anniversary of the grant date. Read SEC document |
| November 21, 2017 Filed Nov 22, 2017 22:04 UTC | WELLTOWER INC. HCN · Entity 2853 | PurchaseCommon Stock | 1,420 | $68.39 | $97,106.70 |
DisclosureSEC source: 0001209191-17-062381 · doc4.xml · nonDerivative · entry 1 Whitelaw Gary · CIK 0001713218 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,420 Read SEC document |
| July 26, 2017 Filed Jul 28, 2017 20:18 UTC | WELLTOWER INC. HCN · Entity 2853 | GrantDeferred Stock Units · Derivative | 832 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-046576 · doc4.xml · derivative · entry 1 Whitelaw Gary · CIK 0001713218 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 832 Underlying: Common · 832 shares Expires 2018-07-26 F1 · derivative.exercise_price: These deferred stock units were granted without cash consideration on July 26, 2017 under the Welltower Inc. 2016 Long-Term Incentive Plan. Each deferred stock unit represents a right to receive one share of common stock of Welltower Inc. at the time of vesting of the unit. These deferred stock units vest in one installment on the first anniversary of the grant date. F1 · price: These deferred stock units were granted without cash consideration on July 26, 2017 under the Welltower Inc. 2016 Long-Term Incentive Plan. Each deferred stock unit represents a right to receive one share of common stock of Welltower Inc. at the time of vesting of the unit. These deferred stock units vest in one installment on the first anniversary of the grant date. F1 · derivative.exercise_date: These deferred stock units were granted without cash consideration on July 26, 2017 under the Welltower Inc. 2016 Long-Term Incentive Plan. Each deferred stock unit represents a right to receive one share of common stock of Welltower Inc. at the time of vesting of the unit. These deferred stock units vest in one installment on the first anniversary of the grant date. F1 · derivative.expiration_date: These deferred stock units were granted without cash consideration on July 26, 2017 under the Welltower Inc. 2016 Long-Term Incentive Plan. Each deferred stock unit represents a right to receive one share of common stock of Welltower Inc. at the time of vesting of the unit. These deferred stock units vest in one installment on the first anniversary of the grant date. F1 · derivative.underlying_shares: These deferred stock units were granted without cash consideration on July 26, 2017 under the Welltower Inc. 2016 Long-Term Incentive Plan. Each deferred stock unit represents a right to receive one share of common stock of Welltower Inc. at the time of vesting of the unit. These deferred stock units vest in one installment on the first anniversary of the grant date. Read SEC document |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.