Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| WELLTOWER INC.HCN · Entity 2853 | Principal Accounting Officer | February 15, 2018 | February 20, 2018 |
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 15, 2018 · Filed February 20, 2018
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 29,989 |
Reported balance
After 2018-02-15 transaction · row 1
1 source rowRow 1 · 2018-02-15 · Grant · Acquired 794 · Balance 29,989 F1: 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. |
Filing footnotes · ownership attribution and instrument terms
F1: 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.
Past disclosures · reporting ended (1)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
PREMIER FINANCIAL CORP
Report date March 03, 2025 · Filed March 03, 2025
Section 16 reporting ended · disclosed 2025-03-03. Current position is not established by this disclosure.
No balance rows disclosed in this filing.
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 24, 2025 Filed Feb 26, 2025 15:51 UTC | PREMIER FINANCIAL CORP PFC · Entity 82617 | Tax withholdingCommon Shares | 11,799 | $27.99 | $330,254.01 |
DisclosureSEC source: 0001104659-25-017407 · tm257700-4_4seq1.xml · nonDerivative · entry 2 Nungester Paul D Jr · CIK 0001316287 · EVP & Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 42,535.181 Read SEC document |
| February 24, 2025 Filed Feb 26, 2025 15:51 UTC | PREMIER FINANCIAL CORP PFC · Entity 82617 | GrantCommon Shares | 8,164 | $0.00 | $0.00 |
DisclosureSEC source: 0001104659-25-017407 · tm257700-4_4seq1.xml · nonDerivative · entry 1 Nungester Paul D Jr · CIK 0001316287 · EVP & Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 54,334.181 Read SEC document |
| February 15, 2025 Filed Feb 19, 2025 18:27 UTC | PREMIER FINANCIAL CORP PFC · Entity 82617 | GrantCommon Shares | 3,006 | $0.00 | $0.00 |
DisclosureSEC source: 0001104659-25-015269 · tm257096-6_4seq1.xml · nonDerivative · entry 1 Nungester Paul D Jr · CIK 0001316287 · EVP & Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 48,353.181 F1 · balance_after: Amount differs from amounts previously reported due to shares acquired under a dividend reinvestment plan and an employee stock purchase plan. Read SEC document |
| February 15, 2025 Filed Feb 21, 2025 17:54 UTC Amendment | PREMIER FINANCIAL CORP PFC · Entity 82617 | Tax withholdingCommon Shares | 2,183 | $29.16 | $63,656.28 |
DisclosureSEC source: 0001104659-25-016209 · tm257330-2_4aseq1.xml · nonDerivative · entry 1 Nungester Paul D Jr · CIK 0001316287 · EVP & Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 46,170.181 F1 · kind: On February 19, 2025, the reporting person filed a Form 4 which omitted the issuer's withholding of common shares to satisfy the tax liability obligation of the reporting person caused by a previous transaction. As reported in this amendment, the issuer withheld 2,183 common shares, at the direction of the reporting person, to satisfy the tax liability obligation of the reporting person. Read SEC document |
| January 02, 2025 Filed Jan 6, 2025 15:44 UTC | PREMIER FINANCIAL CORP PFC · Entity 82617 | GrantCommon Shares | 1,446 | $0.00 | $0.00 |
DisclosureSEC source: 0001104659-25-001273 · tm252066-7_4seq1.xml · nonDerivative · entry 1 Nungester Paul D Jr · CIK 0001316287 · EVP & Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 45,234.819 F1 · balance_after: Amount differs from amounts previously reported due to shares acquired under a dividend reinvestment plan and an employee stock purchase plan. Read SEC document |
| February 14, 2024 Filed Feb 16, 2024 16:50 UTC | PREMIER FINANCIAL CORP PFC · Entity 82617 | GrantCommon Shares | 1,789 | $0.00 | $0.00 |
DisclosureSEC source: 0001104659-24-024966 · tm246557-1_4seq1.xml · nonDerivative · entry 2 Nungester Paul D Jr · CIK 0001316287 · EVP & Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 43,833.0539 Read SEC document |
| February 14, 2024 Filed Feb 16, 2024 16:50 UTC | PREMIER FINANCIAL CORP PFC · Entity 82617 | GrantCommon Shares | 2,412 | $0.00 | $0.00 |
DisclosureSEC source: 0001104659-24-024966 · tm246557-1_4seq1.xml · nonDerivative · entry 1 Nungester Paul D Jr · CIK 0001316287 · EVP & Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 42,044.0539 F1 · balance_after: Amount differs from amounts previously reported due to shares acquired under a dividend reinvestment plan and an employee stock purchase plan. Read SEC document |
| February 14, 2024 Filed Feb 26, 2024 20:02 UTC Amendment | PREMIER FINANCIAL CORP PFC · Entity 82617 | Tax withholdingCommon Shares | 633 | $19.99 | $12,653.67 |
DisclosureSEC source: 0001104659-24-027718 · tm247318-7_4aseq1.xml · nonDerivative · entry 1 Nungester Paul D Jr · CIK 0001316287 · EVP, Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 43,200.0539 F1 · kind: On February 16, 2024, the reporting person filed a Form 4 which omitted the issuer's withholding of common shares to satisfy the tax liability obligation of the reporting person caused by a previous transaction. As reported in this amendment, the issuer withheld 633 common shares, at the direction of the reporting person, to satisfy the tax liability obligation of the reporting person. Read SEC document |
| February 14, 2023 Filed Feb 16, 2023 16:05 UTC | PREMIER FINANCIAL CORP PFC · Entity 82617 | GrantCommon Shares | 1,744 | $0.00 | $0.00 |
DisclosureSEC source: 0001104659-23-022797 · tm237160-5_4seq1.xml · nonDerivative · entry 2 Nungester Paul D Jr · CIK 0001316287 · EVP & Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 40,392.328 Read SEC document |
| February 14, 2023 Filed Feb 16, 2023 16:05 UTC | PREMIER FINANCIAL CORP PFC · Entity 82617 | GrantCommon Shares | 4,446 | $0.00 | $0.00 |
DisclosureSEC source: 0001104659-23-022797 · tm237160-5_4seq1.xml · nonDerivative · entry 1 Nungester Paul D Jr · CIK 0001316287 · EVP & Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 38,648.328 F1 · balance_after: Amount differs from amounts previously reported due to shares acquired under a dividend reinvestment plan and an employee stock purchase plan. Read SEC document |
| February 14, 2023 Filed Mar 7, 2023 14:48 UTC Amendment | PREMIER FINANCIAL CORP PFC · Entity 82617 | Tax withholdingCommon Shares | 1,569 | $24.78 | $38,879.82 |
DisclosureSEC source: 0001104659-23-029484 · tm238775-3_4aseq1.xml · nonDerivative · entry 1 Nungester Paul D Jr · CIK 0001316287 · EVP & Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 38,823.328 F1 · balance_after: On February 16, 2023, the reporting person filed a Form 4 which omitted the issuer's withholding of common shares to satisfy the tax liability obligation of the reporting person caused by a previous transaction. As reported in this amendment, the issuer withheld 1,569 common shares, at the direction of the reporting person, to satisfy the tax liability obligation of the reporting person. Read SEC document |
| July 21, 2021 Filed Jul 23, 2021 14:38 UTC | PREMIER FINANCIAL CORP PFC · Entity 82617 | Tax withholdingCommon Shares | 1,287 | $26.76 | $34,440.12 |
DisclosureSEC source: 0001104659-21-095357 · tm2123147-1_4seq1.xml · nonDerivative · entry 1 Nungester Paul D Jr · CIK 0001316287 · EVP & Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 33,406.3521 F1 · balance_after: Amount differs from amounts previously reported due to shares acquired under a dividend reinvestment plan and an employee stock purchase program. Read SEC document |
| October 28, 2020 Filed Oct 29, 2020 14:15 UTC | PREMIER FINANCIAL CORP PFC · Entity 82617 | PurchaseCommon Shares | 2,500 | $18.12 | $45,300.00 |
DisclosureSEC source: 0001104659-20-119445 · tm2034592d1_4.xml · nonDerivative · entry 2 Nungester Paul D Jr · CIK 0001316287 · EVP & Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 34,228.4241 Read SEC document |
| October 27, 2020 Filed Oct 29, 2020 14:15 UTC | PREMIER FINANCIAL CORP PFC · Entity 82617 | PurchaseCommon Shares | 12,500 | $18.23 | $227,875.00 |
DisclosureSEC source: 0001104659-20-119445 · tm2034592d1_4.xml · nonDerivative · entry 1 Nungester Paul D Jr · CIK 0001316287 · EVP & Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 31,728.4241 F1 · price: The price reported in column 4 is a weighted average price. These common shares were sold in multiple transactions at prices ranging from $18.18 to $18.28, inclusive. The Reporting Person undertakes to provide the issuer, any security holder of the issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of common shares sold at each separate price within the range set forth in this footnote (1) to this Form 4. Read SEC document |
| October 26, 2020 Filed Oct 27, 2020 13:58 UTC | PREMIER FINANCIAL CORP PFC · Entity 82617 | PurchaseCommon Shares | 12,000 | $18.77 | $225,240.00 |
DisclosureSEC source: 0001104659-20-118489 · tm2034390d1_4.xml · nonDerivative · entry 1 Nungester Paul D Jr · CIK 0001316287 · EVP & Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,228.4241 F1 · price: The price reported in column 4 is a weighted average price. These common shares were sold in multiple transactions at prices ranging from $18.67 to $18.90, inclusive. The Reporting Person undertakes to provide the issuer, any security holder of the issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of common shares sold at each separate price within the range set forth in this footnote (1) to this Form 4. F2 · balance_after: The ending balance differs from amounts previously reported because of shares acquired under an employee stock purchase plan. Read SEC document |
| February 21, 2020 Filed Feb 25, 2020 17:46 UTC | PREMIER FINANCIAL CORP FDEF · Entity 82617 | GrantCommon Shares | 1,766 | $0.00 | $0.00 |
DisclosureSEC source: 0001104659-20-024877 · tm2010955d2_4.xml · nonDerivative · entry 1 Nungester Paul D Jr · CIK 0001316287 · EVP & Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,646.4128 F1 · shares: The common shares were earned in connection with the settlement of performance-based stock units previously granted in 2017, 2018 and 2019 pursuant to award agreements. F2 · balance_after: The ending balance differs from amounts previously reported because of shares acquired under a dividend reinvestment plan and an employee stock purchase plan. Read SEC document |
| July 16, 2018 Filed Jul 18, 2018 13:44 UTC | PREMIER FINANCIAL CORP FDEF · Entity 82617 | GrantCommon Stock | 4,500 | $0.00 | $0.00 |
DisclosureSEC source: 0001144204-18-038821 · tv498766_form4.xml · nonDerivative · entry 1 Nungester Paul D Jr · CIK 0001316287 · Director Finance & Accounting 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,500 F1 · shares: Restricted stock granted under the First Defiance Financial Corp. 2018 Equity Incentive Plan that vests on July 16, 2021. Read SEC document |
| February 15, 2018 Filed Feb 20, 2018 23:00 UTC | WELLTOWER INC. HCN · Entity 2853 | GrantCommon Stock | 794 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-011501 · doc4.xml · nonDerivative · entry 1 Nungester Paul D Jr · CIK 0001316287 · Principal Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 29,989 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 18, 2018 00:08 UTC | WELLTOWER INC. HCN · Entity 2853 | Tax withholdingCommon Stock | 1,403 | $59.16 | $83,001.48 |
DisclosureSEC source: 0001209191-18-004110 · doc4.xml · nonDerivative · entry 1 Nungester Paul D Jr · CIK 0001316287 · Principal Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 29,195 F1 · shares: Shares withheld upon vesting of restricted stock to satisfy tax withholding obligation. Read SEC document |
| August 01, 2017 Filed Aug 3, 2017 22:16 UTC | WELLTOWER INC. HCN · Entity 2853 | GrantPerformance-Based Restricted Stock Units · Derivative | 263 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-047497 · doc4.xml · derivative · entry 2 Nungester Paul D Jr · CIK 0001316287 · Principal Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 263 Underlying: Common · 263 shares Expires not disclosed F2 · derivative.exercise_price: The performance-based restricted stock units were granted under the Welltower Inc. 2016 Long-Term Incentive Plan. Final shares amounts will be determined at the conclusion of the performance period (2017-2019) based on the Company's total shareholder return as determined by the Compensation Committee of the Board of Directors. Each restricted stock unit represents the right to receive one share of HCN's common stock. F2 · price: The performance-based restricted stock units were granted under the Welltower Inc. 2016 Long-Term Incentive Plan. Final shares amounts will be determined at the conclusion of the performance period (2017-2019) based on the Company's total shareholder return as determined by the Compensation Committee of the Board of Directors. Each restricted stock unit represents the right to receive one share of HCN's common stock. F2 · derivative.exercise_date: The performance-based restricted stock units were granted under the Welltower Inc. 2016 Long-Term Incentive Plan. Final shares amounts will be determined at the conclusion of the performance period (2017-2019) based on the Company's total shareholder return as determined by the Compensation Committee of the Board of Directors. Each restricted stock unit represents the right to receive one share of HCN's common stock. F2 · derivative.expiration_date: The performance-based restricted stock units were granted under the Welltower Inc. 2016 Long-Term Incentive Plan. Final shares amounts will be determined at the conclusion of the performance period (2017-2019) based on the Company's total shareholder return as determined by the Compensation Committee of the Board of Directors. Each restricted stock unit represents the right to receive one share of HCN's common stock. F2 · derivative.underlying_shares: The performance-based restricted stock units were granted under the Welltower Inc. 2016 Long-Term Incentive Plan. Final shares amounts will be determined at the conclusion of the performance period (2017-2019) based on the Company's total shareholder return as determined by the Compensation Committee of the Board of Directors. Each restricted stock unit represents the right to receive one share of HCN's common stock. Read SEC document |
| August 01, 2017 Filed Aug 3, 2017 22:16 UTC | WELLTOWER INC. HCN · Entity 2853 | GrantPerformance-Based Restricted Stock Units · Derivative | 472 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-047497 · doc4.xml · derivative · entry 1 Nungester Paul D Jr · CIK 0001316287 · Principal Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 472 Underlying: Common · 472 shares Expires not disclosed F1 · derivative.exercise_price: The performance-based restricted stock units were granted under the Welltower Inc. 2016 Long-Term Incentive Plan. Final shares amounts will be determined at the conclusion of the performance period (2017-2018) based on the Company's total shareholder return as determined by the Compensation Committee of the Board of Directors. Each restricted stock unit represents the right to receive one share of HCN's common stock. F1 · price: The performance-based restricted stock units were granted under the Welltower Inc. 2016 Long-Term Incentive Plan. Final shares amounts will be determined at the conclusion of the performance period (2017-2018) based on the Company's total shareholder return as determined by the Compensation Committee of the Board of Directors. Each restricted stock unit represents the right to receive one share of HCN's common stock. F1 · derivative.exercise_date: The performance-based restricted stock units were granted under the Welltower Inc. 2016 Long-Term Incentive Plan. Final shares amounts will be determined at the conclusion of the performance period (2017-2018) based on the Company's total shareholder return as determined by the Compensation Committee of the Board of Directors. Each restricted stock unit represents the right to receive one share of HCN's common stock. F1 · derivative.expiration_date: The performance-based restricted stock units were granted under the Welltower Inc. 2016 Long-Term Incentive Plan. Final shares amounts will be determined at the conclusion of the performance period (2017-2018) based on the Company's total shareholder return as determined by the Compensation Committee of the Board of Directors. Each restricted stock unit represents the right to receive one share of HCN's common stock. F1 · derivative.underlying_shares: The performance-based restricted stock units were granted under the Welltower Inc. 2016 Long-Term Incentive Plan. Final shares amounts will be determined at the conclusion of the performance period (2017-2018) based on the Company's total shareholder return as determined by the Compensation Committee of the Board of Directors. Each restricted stock unit represents the right to receive one share of HCN's common stock. Read SEC document |
| March 28, 2017 Filed Mar 29, 2017 21:03 UTC | WELLTOWER INC. HCN · Entity 2853 | Exercise / conversionOptions (Right to Buy) · Derivative | 3,255 | $0.00 Strike: $49.17 | $0.00 |
DisclosureSEC source: 0001209191-17-023540 · doc4.xml · derivative · entry 5 Nungester Paul D Jr · CIK 0001316287 · Principal Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common · 3,255 shares Expires 2021-01-27 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F3 · price: The options were granted under the Welltower Inc. 2005 Long-Term Incentive Plan and had no acquisition price. F4 · derivative.exercise_date: Options for the purchase of 3,255 shares of common stock at $49.17 per share were granted to Mr. Nungester on January 27, 2011, which grant has previously been reported. Options for the purchase of 651 shares vested on January 15 of each of 2012, 2013, 2014, 2015 and 2016. F4 · derivative.underlying_shares: Options for the purchase of 3,255 shares of common stock at $49.17 per share were granted to Mr. Nungester on January 27, 2011, which grant has previously been reported. Options for the purchase of 651 shares vested on January 15 of each of 2012, 2013, 2014, 2015 and 2016. Read SEC document |
| March 28, 2017 Filed Mar 29, 2017 21:03 UTC | WELLTOWER INC. HCN · Entity 2853 | Exercise / conversionOptions (Right to Buy) · Derivative | 3,197 | $0.00 Strike: $43.29 | $0.00 |
DisclosureSEC source: 0001209191-17-023540 · doc4.xml · derivative · entry 4 Nungester Paul D Jr · CIK 0001316287 · Principal Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common · 3,197 shares Expires 2020-01-28 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 Welltower Inc. 2005 Long-Term Incentive Plan and had no acquisition price. F2 · derivative.exercise_date: Options for the purchase of 3,197 shares of common stock at $43.29 per share were granted to Mr. Nungester on January 28, 2010, which grant has previously been reported. Options for the purchase of 640 shares vested on January 15 of each of 2011 and 2012, and options for the purchase of 639 vested on January 15 of each of 2013, 2014 and 2015. F2 · derivative.underlying_shares: Options for the purchase of 3,197 shares of common stock at $43.29 per share were granted to Mr. Nungester on January 28, 2010, which grant has previously been reported. Options for the purchase of 640 shares vested on January 15 of each of 2011 and 2012, and options for the purchase of 639 vested on January 15 of each of 2013, 2014 and 2015. Read SEC document |
| March 28, 2017 Filed Mar 29, 2017 21:03 UTC | WELLTOWER INC. HCN · Entity 2853 | SaleCommon Stock | 6,452 | $70.26 | $453,349.13 |
DisclosureSEC source: 0001209191-17-023540 · doc4.xml · nonDerivative · entry 3 Nungester Paul D Jr · CIK 0001316287 · Principal Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 30,598 F1 · price: This transaction was executed in multiple trades at prices ranging from $72.23 to $70.3421. The price reported above reflects the weighted average sale price. The reporting person undertakes to provide to the issuer, any security holder of the issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. Read SEC document |
| March 28, 2017 Filed Mar 29, 2017 21:03 UTC | WELLTOWER INC. HCN · Entity 2853 | Exercise / conversionCommon Stock | 3,255 | $49.17 | $160,048.35 |
DisclosureSEC source: 0001209191-17-023540 · doc4.xml · nonDerivative · entry 2 Nungester Paul D Jr · CIK 0001316287 · Principal Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 37,050 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 |
| March 28, 2017 Filed Mar 29, 2017 21:03 UTC | WELLTOWER INC. HCN · Entity 2853 | Exercise / conversionCommon Stock | 3,197 | $43.29 | $138,398.13 |
DisclosureSEC source: 0001209191-17-023540 · doc4.xml · nonDerivative · entry 1 Nungester Paul D Jr · CIK 0001316287 · Principal Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 33,795 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 09, 2017 Filed Feb 13, 2017 23:39 UTC | WELLTOWER INC. HCN · Entity 2853 | GrantCommon Stock | 2,999 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-010193 · doc4.xml · nonDerivative · entry 1 Nungester Paul D Jr · CIK 0001316287 · Principal Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 30,598 F1 · price: The shares were granted without cash consideration as shares of restricted stock under the Welltower Inc. 2016 Long-Term Incentive Plan. Read SEC document |
| January 15, 2017 Filed Jan 17, 2017 22:29 UTC | WELLTOWER INC. HCN · Entity 2853 | Tax withholdingCommon Stock | 1,335 | $66.66 | $88,991.10 |
DisclosureSEC source: 0001209191-17-003926 · doc4.xml · nonDerivative · entry 1 Nungester Paul D Jr · CIK 0001316287 · Principal Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 27,599 F1 · balance_after: This amount reflects the elimination of 397 shares that were inadvertently included as owned in previous filings due to a clerical error. Read SEC document |
| February 12, 2016 Filed Feb 16, 2016 20:31 UTC | WELLTOWER INC. HCN · Entity 2853 | GrantCommon Stock | 3,755 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-16-098622 · doc4.xml · nonDerivative · entry 1 Nungester Paul D Jr · CIK 0001316287 · Principal Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 29,331 F1 · price: The shares were granted without cash consideration as shares of restricted stock under the Amended and Restated Welltower Inc. 2005 Long-Term Incentive Plan. Read SEC document |
| January 15, 2016 Filed Jan 19, 2016 20:41 UTC | WELLTOWER INC. HCN · Entity 2853 | Tax withholdingCommon Stock | 1,065 | $66.32 | $70,630.80 |
DisclosureSEC source: 0001209191-16-092021 · doc4.xml · nonDerivative · entry 1 Nungester Paul D Jr · CIK 0001316287 · Principal Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 25,576 Read SEC document |
| February 05, 2015 Filed Feb 9, 2015 21:28 UTC | WELLTOWER INC. HCN · Entity 2853 | GrantCommon Stock | 2,643 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-15-010832 · doc4.xml · nonDerivative · entry 1 Nungester Paul D Jr · CIK 0001316287 · Principal Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 26,641 F1 · price: The shares were granted without cash consideration as shares of restricted stock under the Amended and Restated Health Care REIT, Inc. 2005 Long-Term Incentive Plan. Read SEC document |
| January 15, 2015 Filed Jan 20, 2015 21:44 UTC | WELLTOWER INC. HCN · Entity 2853 | Tax withholdingCommon Stock | 960 | $83.17 | $79,843.20 |
DisclosureSEC source: 0001209191-15-005125 · doc4.xml · nonDerivative · entry 1 Nungester Paul D Jr · CIK 0001316287 · Principal Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 23,998 Read SEC document |
| December 10, 2014 Filed Dec 11, 2014 21:47 UTC | WELLTOWER INC. HCN · Entity 2853 | Exercise / conversionOption (Right to Buy) · Derivative | 1,271 | $0.00 Strike: $37.00 | $0.00 |
DisclosureSEC source: 0001209191-14-074545 · doc4.xml · derivative · entry 5 Nungester Paul D Jr · CIK 0001316287 · Principal Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common · 1,271 shares Expires 2019-01-29 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 options were granted under the Health Care REIT, Inc. 2005 Long-Term Incentive Plan and had no acquisition price. F3 · derivative.exercise_date: Options for the purchase of 6,357 shares of common stock at $37.00 per share were granted to Mr. Nungester on January 29, 2009, which grant has previously been reported. The partial exercise of these options for the purchase of 5,086 shares has previously been reported. Of the remaining options, options for the purchase of 1,271 shares vested on January 15, 2014. F3 · derivative.underlying_shares: Options for the purchase of 6,357 shares of common stock at $37.00 per share were granted to Mr. Nungester on January 29, 2009, which grant has previously been reported. The partial exercise of these options for the purchase of 5,086 shares has previously been reported. Of the remaining options, options for the purchase of 1,271 shares vested on January 15, 2014. F3 · balance_after: Options for the purchase of 6,357 shares of common stock at $37.00 per share were granted to Mr. Nungester on January 29, 2009, which grant has previously been reported. The partial exercise of these options for the purchase of 5,086 shares has previously been reported. Of the remaining options, options for the purchase of 1,271 shares vested on January 15, 2014. Read SEC document |
| December 10, 2014 Filed Dec 11, 2014 21:47 UTC | WELLTOWER INC. HCN · Entity 2853 | Exercise / conversionOption (Right to Buy) · Derivative | 3,609 | $0.00 Strike: $45.73 | $0.00 |
DisclosureSEC source: 0001209191-14-074545 · doc4.xml · derivative · entry 4 Nungester Paul D Jr · CIK 0001316287 · Principal Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common · 3,069 shares Expires 2017-01-22 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. F2 · price: The options were granted under the Health Care REIT, Inc. 2005 Long-Term Incentive Plan and had no acquisition price. F1 · derivative.exercise_date: Options for the purchase of 3,609 shares of common stock at $45.73 per share were granted to Mr. Nungester on January 22, 2007, which grant has previously been reported. Options for the purchase of 723 shares vested on January 15, 2008, options for the purchase of 722 shares vested on January 15 of each of 2009 and 2010 and options for the purchase of 721 shares vested on January 15 of each of 2011 and 2012. F1 · derivative.underlying_shares: Options for the purchase of 3,609 shares of common stock at $45.73 per share were granted to Mr. Nungester on January 22, 2007, which grant has previously been reported. Options for the purchase of 723 shares vested on January 15, 2008, options for the purchase of 722 shares vested on January 15 of each of 2009 and 2010 and options for the purchase of 721 shares vested on January 15 of each of 2011 and 2012. F1 · balance_after: Options for the purchase of 3,609 shares of common stock at $45.73 per share were granted to Mr. Nungester on January 22, 2007, which grant has previously been reported. Options for the purchase of 723 shares vested on January 15, 2008, options for the purchase of 722 shares vested on January 15 of each of 2009 and 2010 and options for the purchase of 721 shares vested on January 15 of each of 2011 and 2012. Read SEC document |
| December 10, 2014 Filed Dec 11, 2014 21:47 UTC | WELLTOWER INC. HCN · Entity 2853 | SaleCommon Stock | 4,880 | $75.72 | $369,515.55 |
DisclosureSEC source: 0001209191-14-074545 · doc4.xml · nonDerivative · entry 3 Nungester Paul D Jr · CIK 0001316287 · Principal Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 24,958 Read SEC document |
| December 10, 2014 Filed Dec 11, 2014 21:47 UTC | WELLTOWER INC. HCN · Entity 2853 | Exercise / conversionCommon Stock | 1,271 | $37.00 | $47,027.00 |
DisclosureSEC source: 0001209191-14-074545 · doc4.xml · nonDerivative · entry 2 Nungester Paul D Jr · CIK 0001316287 · Principal Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 29,838 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 |
| December 10, 2014 Filed Dec 11, 2014 21:47 UTC | WELLTOWER INC. HCN · Entity 2853 | Exercise / conversionCommon Stock | 3,609 | $45.73 | $165,039.57 |
DisclosureSEC source: 0001209191-14-074545 · doc4.xml · nonDerivative · entry 1 Nungester Paul D Jr · CIK 0001316287 · Principal Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 28,567 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 06, 2014 Filed Feb 10, 2014 22:07 UTC | WELLTOWER INC. HCN · Entity 2853 | GrantCommon Stock | 2,928 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-14-008735 · doc4.xml · nonDerivative · entry 1 Nungester Paul D Jr · CIK 0001316287 · Principal Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 24,958 F1 · price: The shares were granted without cash consideration as shares of restricted stock under the Amended and Restated Health Care REIT, Inc. 2005 Long-Term Incentive Plan. Read SEC document |
| January 15, 2014 Filed Jan 17, 2014 20:50 UTC | WELLTOWER INC. HCN · Entity 2853 | Tax withholdingCommon Stock | 866 | $55.55 | $48,106.30 |
DisclosureSEC source: 0001209191-14-003713 · doc4.xml · nonDerivative · entry 1 Nungester Paul D Jr · CIK 0001316287 · Principal Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 22,030 Read SEC document |
| March 22, 2013 Filed Mar 25, 2013 20:30 UTC | WELLTOWER INC. HCN · Entity 2853 | Exercise / conversionOption (Right to Buy) · Derivative | 2,542 | $0.00 Strike: $37.00 | $0.00 |
DisclosureSEC source: 0001209191-13-018203 · doc4.xml · derivative · entry 5 Nungester Paul D Jr · CIK 0001316287 · Principal Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,271 Underlying: Common · 3,813 shares Expires 2019-01-29 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 options were granted under the Health Care REIT, Inc. 2005 Long-Term Incentive Plan and had no acquisition price. F3 · derivative.exercise_date: Options for the purchase of 6,357 shares of common stock at $37.00 per share were granted to Mr. Nungester on January 29, 2009, which grant has previously been reported. The partial exercise of these options for the purchase of 2,544 shares has previously been reported. Of the remaining options, options for the purchase of 1,271 shares vested on January 15 of each of 2012 and 2013 and options for the purchase of 1,271 shares will vest on January 15, 2014. F3 · derivative.underlying_shares: Options for the purchase of 6,357 shares of common stock at $37.00 per share were granted to Mr. Nungester on January 29, 2009, which grant has previously been reported. The partial exercise of these options for the purchase of 2,544 shares has previously been reported. Of the remaining options, options for the purchase of 1,271 shares vested on January 15 of each of 2012 and 2013 and options for the purchase of 1,271 shares will vest on January 15, 2014. F3 · balance_after: Options for the purchase of 6,357 shares of common stock at $37.00 per share were granted to Mr. Nungester on January 29, 2009, which grant has previously been reported. The partial exercise of these options for the purchase of 2,544 shares has previously been reported. Of the remaining options, options for the purchase of 1,271 shares vested on January 15 of each of 2012 and 2013 and options for the purchase of 1,271 shares will vest on January 15, 2014. Read SEC document |
| March 22, 2013 Filed Mar 25, 2013 20:30 UTC | WELLTOWER INC. HCN · Entity 2853 | Exercise / conversionOption (Right to Buy) · Derivative | 4,455 | $0.00 Strike: $40.83 | $0.00 |
DisclosureSEC source: 0001209191-13-018203 · doc4.xml · derivative · entry 4 Nungester Paul D Jr · CIK 0001316287 · Principal Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common · 4,455 shares Expires 2018-01-21 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. F2 · price: The options were granted under the Health Care REIT, Inc. 2005 Long-Term Incentive Plan and had no acquisition price. F1 · derivative.exercise_date: Options for the purchase of 4,455 shares of common stock at $40.83 per share were granted to Mr. Nungester on January 21, 2008, which grant has previously been reported. Options for the purchase of 892 shares vested on January 15 of each of 2009 and 2010, options for the purchase of 891 shares vested on January 15, 2011 and options for the purchase of 890 shares vested on January 15 of each of 2012 and 2013. F1 · derivative.underlying_shares: Options for the purchase of 4,455 shares of common stock at $40.83 per share were granted to Mr. Nungester on January 21, 2008, which grant has previously been reported. Options for the purchase of 892 shares vested on January 15 of each of 2009 and 2010, options for the purchase of 891 shares vested on January 15, 2011 and options for the purchase of 890 shares vested on January 15 of each of 2012 and 2013. F1 · balance_after: Options for the purchase of 4,455 shares of common stock at $40.83 per share were granted to Mr. Nungester on January 21, 2008, which grant has previously been reported. Options for the purchase of 892 shares vested on January 15 of each of 2009 and 2010, options for the purchase of 891 shares vested on January 15, 2011 and options for the purchase of 890 shares vested on January 15 of each of 2012 and 2013. Read SEC document |
| March 22, 2013 Filed Mar 25, 2013 20:30 UTC | WELLTOWER INC. HCN · Entity 2853 | SaleCommon Stock | 6,997 | $65.89 | $460,998.04 |
DisclosureSEC source: 0001209191-13-018203 · doc4.xml · nonDerivative · entry 3 Nungester Paul D Jr · CIK 0001316287 · Principal Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 22,896 Read SEC document |
| March 22, 2013 Filed Mar 25, 2013 20:30 UTC | WELLTOWER INC. HCN · Entity 2853 | Exercise / conversionCommon Stock | 2,542 | $37.00 | $94,054.00 |
DisclosureSEC source: 0001209191-13-018203 · doc4.xml · nonDerivative · entry 2 Nungester Paul D Jr · CIK 0001316287 · Principal Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 29,893 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 |
| March 22, 2013 Filed Mar 25, 2013 20:30 UTC | WELLTOWER INC. HCN · Entity 2853 | Exercise / conversionCommon Stock | 4,455 | $40.83 | $181,897.65 |
DisclosureSEC source: 0001209191-13-018203 · doc4.xml · nonDerivative · entry 1 Nungester Paul D Jr · CIK 0001316287 · Principal Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 27,351 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 07, 2013 Filed Feb 11, 2013 20:45 UTC | WELLTOWER INC. HCN · Entity 2853 | GrantCommon Stock | 3,875 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-13-007659 · doc4.xml · nonDerivative · entry 1 Nungester Paul D Jr · CIK 0001316287 · Principal Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 22,896 F1 · price: The shares were granted without cash consideration as shares of restricted stock under the Amended and Restated Health Care REIT, Inc. 2005 Long-Term Incentive Plan. Read SEC document |
| January 15, 2013 Filed Jan 17, 2013 22:18 UTC | WELLTOWER INC. HCN · Entity 2853 | Tax withholdingCommon Stock | 833 | $61.81 | $51,487.73 |
DisclosureSEC source: 0001209191-13-003557 · doc4.xml · nonDerivative · entry 1 Nungester Paul D Jr · CIK 0001316287 · Principal Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,021 Read SEC document |
| January 26, 2012 Filed Jan 30, 2012 21:03 UTC | WELLTOWER INC. HCN · Entity 2853 | GrantOption (Right to Buy) · Derivative | 2,813 | $0.00 Strike: $57.33 | $0.00 |
DisclosureSEC source: 0001209191-12-006082 · doc4.xml · derivative · entry 2 Nungester Paul D Jr · CIK 0001316287 · Principal Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,813 Underlying: Common · 2,813 shares Expires 2022-01-26 F3 · price: The options were granted under the Amended and Restated Health Care REIT, Inc. 2005 Long-Term Incentive Plan and had no acquisition price. F2 · derivative.exercise_date: Options for the purchase of 2,813 shares of common stock at $57.33 per share were granted to Mr. Nungester on January 26, 2012. Options for the purchase of 563 shares will vest on January 15 of each of 2013, 2014 and 2015 and options for the purchase of 562 shares will vest on January 15 of each of 2016 and 2017. F2 · derivative.underlying_shares: Options for the purchase of 2,813 shares of common stock at $57.33 per share were granted to Mr. Nungester on January 26, 2012. Options for the purchase of 563 shares will vest on January 15 of each of 2013, 2014 and 2015 and options for the purchase of 562 shares will vest on January 15 of each of 2016 and 2017. Read SEC document |
| January 26, 2012 Filed Jan 30, 2012 21:03 UTC | WELLTOWER INC. HCN · Entity 2853 | GrantCommon Stock | 3,380 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-12-006082 · doc4.xml · nonDerivative · entry 1 Nungester Paul D Jr · CIK 0001316287 · Principal Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,854 F1 · price: The shares were granted without cash consideration as shares of restricted stock under the Amended and Restated Health Care REIT, Inc. 2005 Long-Term Incentive Plan. Read SEC document |
| January 15, 2012 Filed Jan 17, 2012 23:45 UTC | WELLTOWER INC. HCN · Entity 2853 | Tax withholdingCommon Stock | 779 | $55.53 | $43,257.87 |
DisclosureSEC source: 0001209191-12-003941 · doc4.xml · nonDerivative · entry 1 Nungester Paul D Jr · CIK 0001316287 · Principal Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,474 Read SEC document |
| December 23, 2011 Filed Dec 27, 2011 22:25 UTC | WELLTOWER INC. HCN · Entity 2853 | Exercise / conversionOption (Right to Buy) · Derivative | 2,544 | $0.00 Strike: $37.00 | $0.00 |
DisclosureSEC source: 0001209191-11-063162 · doc4.xml · derivative · entry 3 Nungester Paul D Jr · CIK 0001316287 · Principal Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,813 Underlying: Common · 6,357 shares Expires 2019-01-29 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 options were granted under the Health Care REIT, Inc. 2005 Long-Term Incentive Plan and had no acquisition price. F1 · derivative.exercise_date: Options for the purchase of 6,357 shares of common stock at $37.00 per share were granted to Mr. Nungester on January 29, 2009, which grant has previously been reported. Options for the purchase of 1,272 shares vested on January 15 of each of 2010 and 2011 and options for the purchse of 1,271 shares will vest on January 15 of each of 2012, 2013 and 2014. F1 · derivative.underlying_shares: Options for the purchase of 6,357 shares of common stock at $37.00 per share were granted to Mr. Nungester on January 29, 2009, which grant has previously been reported. Options for the purchase of 1,272 shares vested on January 15 of each of 2010 and 2011 and options for the purchse of 1,271 shares will vest on January 15 of each of 2012, 2013 and 2014. 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.