Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| American Healthcare REIT, Inc.AHR · Entity 3443 | Director | June 24, 2026 | June 26, 2026 |
| ESSENTIAL PROPERTIES REALTY TRUST, INC.EPRT · Entity 3748 | Director | May 13, 2026 | May 15, 2026 |
| JBG SMITH PropertiesJBGS · Entity 5014 | Director | April 30, 2026 | May 01, 2026 |
| WELLTOWER INC.HCN · Entity 2853 | EVP and CFO | April 13, 2017 | August 28, 2017 |
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.
American Healthcare REIT, Inc.
Report date June 24, 2026 · Filed June 26, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 21,489 |
Reported balance
After 2026-06-24 transaction · row 1
1 source rowRow 1 · 2026-06-24 · Grant · Acquired 2,594 · Balance 21,489 F1: Upon his re-election as a director to the board of directors of the Issuer on June 24, 2026, the Reporting Person was granted 2,594 shares of restricted common stock on June 24, 2026. The reported shares of restricted common stock vest on June 24, 2027. |
Filing footnotes · ownership attribution and instrument terms
F1: Upon his re-election as a director to the board of directors of the Issuer on June 24, 2026, the Reporting Person was granted 2,594 shares of restricted common stock on June 24, 2026. The reported shares of restricted common stock vest on June 24, 2027.
ESSENTIAL PROPERTIES REALTY TRUST, INC.
Report date May 13, 2026 · Filed May 15, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| OP UnitsSEC Table II · derivative / convertible security | Direct | 3,837 |
Reported balance
After 2026-05-13 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2026-05-13 · Grant · Acquired 3,837 · Balance 3,837 F1: The OP Units ("OP Units") are units of limited partnership interest issued by Essential Properties, L.P., a Delaware limited partnership and the entity through which Essential Properties Realty Trust, Inc. (the "Company") holds substantially all of its assets and conducts its operations. The OP Units are redeemable by the holder for cash or, at the Company's election, may be exchanged for shares of the Company's common stock at a one-to-one ratio, subject to anti-dilution adjustments. F2: Represents a special class of OP Units issued by Essential Properties, L.P. pursuant to its Partnership Agreement and the Company's Long-Term Incentive Plan ("LTIP Units"). Each LTIP Unit represents the contingent right to receive one OP Unit upon vesting, conditioned upon minimum allocations to the capital accounts of the LTIP Units for federal income tax purposes. F3: These LTIP Units vest ratably on the earlier of (i) the first anniversary of the date of grant and (ii) the first annual meeting of the Company's stockholders that occurs after the date of grant, subject to the reporting person's continued service on the Company's board of directors through the vesting date. There is no expiration date for the LTIP Units or OP Units. |
Filing footnotes · ownership attribution and instrument terms
F1: The OP Units ("OP Units") are units of limited partnership interest issued by Essential Properties, L.P., a Delaware limited partnership and the entity through which Essential Properties Realty Trust, Inc. (the "Company") holds substantially all of its assets and conducts its operations. The OP Units are redeemable by the holder for cash or, at the Company's election, may be exchanged for shares of the Company's common stock at a one-to-one ratio, subject to anti-dilution adjustments.
F2: Represents a special class of OP Units issued by Essential Properties, L.P. pursuant to its Partnership Agreement and the Company's Long-Term Incentive Plan ("LTIP Units"). Each LTIP Unit represents the contingent right to receive one OP Unit upon vesting, conditioned upon minimum allocations to the capital accounts of the LTIP Units for federal income tax purposes.
F3: These LTIP Units vest ratably on the earlier of (i) the first anniversary of the date of grant and (ii) the first annual meeting of the Company's stockholders that occurs after the date of grant, subject to the reporting person's continued service on the Company's board of directors through the vesting date. There is no expiration date for the LTIP Units or OP Units.
JBG SMITH Properties
Report date April 30, 2026 · Filed May 01, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| LTIP UnitsSEC Table II · derivative / convertible security | Direct | 119,727 |
Reported balance
After 2026-04-30 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2026-04-30 · Grant · Acquired 18,875 · Balance 119,727 F1: The reporting person received a grant of limited partnership units of JBG SMITH Properties LP, JBG SMITH Properties' (the "Issuer's") operating partnership (the "OP"), designated as LTIP Units ("LTIP Units") pursuant to the JBG SMITH Properties 2017 Omnibus Share Plan, as amended. These LTIP Units are a class of units in the OP that are convertible at the option of the holder, conditioned upon minimum allocations to the capital accounts of the LTIP Units for federal income tax purposes, into an equal number of Operating Partnership Units ("OP Units") in the OP. The resulting OP Units are redeemable by the holder for one common share of the Issuer, par value $0.01 (a "Common Share") per OP Unit or the cash value of a Common Share, at the Issuer's option, after the two-year anniversary of the LTIP Units issuance. The LTIP Units will be fully vested on the date of grant but may not be sold while the reporting person serves as a trustee, except in certain circumstances. F2: Upon this grant of LTIP Units, the reporting person received corresponding Class B shares of the Issuer, which have no economic rights and are not listed on a stock exchange. F3: For each of the LTIP Units beneficially owned by the reporting person, the reporting person holds a corresponding Class B share, which has no economic rights and is not listed on a stock exchange. |
Filing footnotes · ownership attribution and instrument terms
F1: The reporting person received a grant of limited partnership units of JBG SMITH Properties LP, JBG SMITH Properties' (the "Issuer's") operating partnership (the "OP"), designated as LTIP Units ("LTIP Units") pursuant to the JBG SMITH Properties 2017 Omnibus Share Plan, as amended. These LTIP Units are a class of units in the OP that are convertible at the option of the holder, conditioned upon minimum allocations to the capital accounts of the LTIP Units for federal income tax purposes, into an equal number of Operating Partnership Units ("OP Units") in the OP. The resulting OP Units are redeemable by the holder for one common share of the Issuer, par value $0.01 (a "Common Share") per OP Unit or the cash value of a Common Share, at the Issuer's option, after the two-year anniversary of the LTIP Units issuance. The LTIP Units will be fully vested on the date of grant but may not be sold while the reporting person serves as a trustee, except in certain circumstances.
F2: Upon this grant of LTIP Units, the reporting person received corresponding Class B shares of the Issuer, which have no economic rights and are not listed on a stock exchange.
F3: For each of the LTIP Units beneficially owned by the reporting person, the reporting person holds a corresponding Class B share, which has no economic rights and is not listed on a stock exchange.
WELLTOWER INC.
Report date April 13, 2017 · Filed August 28, 2017 · Amendment
Amendment: balances below belong to this corrected disclosure, not necessarily a complete replacement of earlier positions.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Performance-Based Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 2,991 |
Reported balance
After 2017-04-13 transaction · row 1
Amendment: may correct only part of an earlier disclosure.
1 source rowRow 1 · 2017-04-13 · Grant · Acquired 2,991 · Balance 2,991 F1: The performance-based restricted stock units granted under the Welltower Inc. 2016 Long-Term Incentive Plan are target shares as defined in the 2017-2019 Long-Term Incentive Program. Final shares amounts will be determined at the conclusion of the performance period 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. The original Form 4 filed on April 17, 2017 reported the target shares as 3,431 shares due to a clerical error. |
Filing footnotes · ownership attribution and instrument terms
F1: The performance-based restricted stock units granted under the Welltower Inc. 2016 Long-Term Incentive Plan are target shares as defined in the 2017-2019 Long-Term Incentive Program. Final shares amounts will be determined at the conclusion of the performance period 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. The original Form 4 filed on April 17, 2017 reported the target shares as 3,431 shares due to a clerical error.
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 |
|---|---|---|---|---|---|---|
| December 31, 2016 Filed Jan 3, 2017 21:33 UTC | WELLTOWER INC. HCN · Entity 2853 | Tax withholdingCommon Stock | 6,955 | $66.93 | $465,498.15 |
DisclosureSEC source: 0001209191-17-000259 · doc4.xml · nonDerivative · entry 1 ESTES SCOTT A · CIK 0001242824 · EVP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 122,979 Read SEC document |
| October 03, 2016 Filed Oct 4, 2016 20:56 UTC | WELLTOWER INC. HCN · Entity 2853 | Exercise / conversionOption (Right to Buy) · Derivative | 3,192 | $0.00 Strike: $37.00 | $0.00 |
DisclosureSEC source: 0001209191-16-144403 · doc4.xml · derivative · entry 3 ESTES SCOTT A · CIK 0001242824 · EVP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,192 Underlying: Common · 6,384 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. 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 33,813 shares of common stock at $37.00 per share were granted to Mr. Estes on January 29, 2009, which grant has previously been reported. The partial exercise of these options for the purchase of 27,429 shares has previously been reported. Of the remaining options, options for the purchase of 6,384 shares vested on January 15 of 2014. F2 · derivative.underlying_shares: Options for the purchase of 33,813 shares of common stock at $37.00 per share were granted to Mr. Estes on January 29, 2009, which grant has previously been reported. The partial exercise of these options for the purchase of 27,429 shares has previously been reported. Of the remaining options, options for the purchase of 6,384 shares vested on January 15 of 2014. Read SEC document |
| October 03, 2016 Filed Oct 4, 2016 20:56 UTC | WELLTOWER INC. HCN · Entity 2853 | SaleCommon Stock | 3,192 | $74.11 | $236,572.21 |
DisclosureSEC source: 0001209191-16-144403 · doc4.xml · nonDerivative · entry 2 ESTES SCOTT A · CIK 0001242824 · EVP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 129,934 F1 · kind: The shares covered by this Form 4 have been sold pursuant to a Rule 10b5-1 Trading Plan dated May 23, 2016. Read SEC document |
| October 03, 2016 Filed Oct 4, 2016 20:56 UTC | WELLTOWER INC. HCN · Entity 2853 | Exercise / conversionCommon Stock | 3,192 | $37.00 | $118,104.00 |
DisclosureSEC source: 0001209191-16-144403 · doc4.xml · nonDerivative · entry 1 ESTES SCOTT A · CIK 0001242824 · EVP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 133,126 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 |
| September 01, 2016 Filed Sep 2, 2016 20:31 UTC | WELLTOWER INC. HCN · Entity 2853 | Exercise / conversionOption (Right to Buy) · Derivative | 3,192 | $0.00 Strike: $37.00 | $0.00 |
DisclosureSEC source: 0001209191-16-139786 · doc4.xml · derivative · entry 3 ESTES SCOTT A · CIK 0001242824 · EVP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,384 Underlying: Common · 9,576 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. 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 33,813 shares of common stock at $37.00 per share were granted to Mr. Estes on January 29, 2009, which grant has previously been reported. The partial exercise of these options for the purchase of 27,429 shares has previously been reported. Of the remaining options, options for the purchase of 6,384 shares vested on January 15 of 2014. F2 · derivative.underlying_shares: Options for the purchase of 33,813 shares of common stock at $37.00 per share were granted to Mr. Estes on January 29, 2009, which grant has previously been reported. The partial exercise of these options for the purchase of 27,429 shares has previously been reported. Of the remaining options, options for the purchase of 6,384 shares vested on January 15 of 2014. Read SEC document |
| September 01, 2016 Filed Sep 2, 2016 20:31 UTC | WELLTOWER INC. HCN · Entity 2853 | SaleCommon Stock | 3,192 | $76.43 | $243,956.26 |
DisclosureSEC source: 0001209191-16-139786 · doc4.xml · nonDerivative · entry 2 ESTES SCOTT A · CIK 0001242824 · EVP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 129,934 F1 · kind: The shares covered by this Form 4 have been sold pursuant to a Rule 10b5-1 Trading Plan dated May 23, 2016. Read SEC document |
| September 01, 2016 Filed Sep 2, 2016 20:31 UTC | WELLTOWER INC. HCN · Entity 2853 | Exercise / conversionCommon Stock | 3,192 | $37.00 | $118,104.00 |
DisclosureSEC source: 0001209191-16-139786 · doc4.xml · nonDerivative · entry 1 ESTES SCOTT A · CIK 0001242824 · EVP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 133,126 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 |
| August 01, 2016 Filed Aug 2, 2016 20:04 UTC | WELLTOWER INC. HCN · Entity 2853 | Exercise / conversionOption (Right to Buy) · Derivative | 3,192 | $0.00 Strike: $37.00 | $0.00 |
DisclosureSEC source: 0001209191-16-134845 · doc4.xml · derivative · entry 3 ESTES SCOTT A · CIK 0001242824 · EVP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,576 Underlying: Common · 12,768 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. 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 33,813 shares of common stock at $37.00 per share were granted to Mr. Estes on January 29, 2009, which grant has previously been reported. The partial exercise of these options for the purchase of 21,045 shares has previously been reported. Of the remaining options, options for the purchase of 6,006 shares vested on January 15 of 2013 and options for the purchase of 6,762 shares vested on January 15 of 2014. F2 · derivative.underlying_shares: Options for the purchase of 33,813 shares of common stock at $37.00 per share were granted to Mr. Estes on January 29, 2009, which grant has previously been reported. The partial exercise of these options for the purchase of 21,045 shares has previously been reported. Of the remaining options, options for the purchase of 6,006 shares vested on January 15 of 2013 and options for the purchase of 6,762 shares vested on January 15 of 2014. Read SEC document |
| August 01, 2016 Filed Aug 2, 2016 20:04 UTC | WELLTOWER INC. HCN · Entity 2853 | SaleCommon Stock | 3,192 | $78.97 | $252,084.69 |
DisclosureSEC source: 0001209191-16-134845 · doc4.xml · nonDerivative · entry 2 ESTES SCOTT A · CIK 0001242824 · EVP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 129,934 F1 · kind: The shares covered by this Form 4 have been sold pursuant to a Rule 10b5-1 Trading Plan dated May 23, 2016. Read SEC document |
| August 01, 2016 Filed Aug 2, 2016 20:04 UTC | WELLTOWER INC. HCN · Entity 2853 | Exercise / conversionCommon Stock | 3,192 | $37.00 | $118,104.00 |
DisclosureSEC source: 0001209191-16-134845 · doc4.xml · nonDerivative · entry 1 ESTES SCOTT A · CIK 0001242824 · EVP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 133,126 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 |
| July 01, 2016 Filed Jul 5, 2016 20:51 UTC | WELLTOWER INC. HCN · Entity 2853 | Exercise / conversionOption (Right to Buy) · Derivative | 3,193 | $0.00 Strike: $37.00 | $0.00 |
DisclosureSEC source: 0001209191-16-131109 · doc4.xml · derivative · entry 3 ESTES SCOTT A · CIK 0001242824 · EVP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,768 Underlying: Common · 15,961 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. 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 33,813 shares of common stock at $37.00 per share were granted to Mr. Estes on January 29, 2009, which grant has previously been reported. The partial exercise of these options for the purchase of 17,852 shares has previously been reported. Of the remaining options, options for the purchase of 2,437 shares vested on January 15, 2012 and options for the purchase of 6,762 shares vested on January 15 of each of 2013 and 2014. F2 · derivative.underlying_shares: Options for the purchase of 33,813 shares of common stock at $37.00 per share were granted to Mr. Estes on January 29, 2009, which grant has previously been reported. The partial exercise of these options for the purchase of 17,852 shares has previously been reported. Of the remaining options, options for the purchase of 2,437 shares vested on January 15, 2012 and options for the purchase of 6,762 shares vested on January 15 of each of 2013 and 2014. Read SEC document |
| July 01, 2016 Filed Jul 5, 2016 20:51 UTC | WELLTOWER INC. HCN · Entity 2853 | SaleCommon Stock | 3,193 | $76.39 | $243,913.91 |
DisclosureSEC source: 0001209191-16-131109 · doc4.xml · nonDerivative · entry 2 ESTES SCOTT A · CIK 0001242824 · EVP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 129,934 F1 · kind: The shares covered by this Form 4 have been sold pursuant to a Rule 10b5-1 Trading Plan dated May 23, 2016. Read SEC document |
| July 01, 2016 Filed Jul 5, 2016 20:51 UTC | WELLTOWER INC. HCN · Entity 2853 | Exercise / conversionCommon Stock | 3,193 | $37.00 | $118,141.00 |
DisclosureSEC source: 0001209191-16-131109 · doc4.xml · nonDerivative · entry 1 ESTES SCOTT A · CIK 0001242824 · EVP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 133,127 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 |
| June 07, 2016 Filed Jun 8, 2016 20:33 UTC | WELLTOWER INC. HCN · Entity 2853 | Exercise / conversionOption (Right to Buy) · Derivative | 3,193 | $0.00 Strike: $37.00 | $0.00 |
DisclosureSEC source: 0001209191-16-126563 · doc4.xml · derivative · entry 4 ESTES SCOTT A · CIK 0001242824 · EVP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,961 Underlying: Common · 19,154 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. 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 33,813 shares of common stock at $37.00 per share were granted to Mr. Estes on January 29, 2009, which grant has previously been reported. The partial exercise of these options for the purchase of 14,659 shares has previously been reported. Of the remaining options, options for the purchase of 5,630 shares vested on January 15, 2012 and options for the purchase of 6,762 shares vested on January 15 of each of 2013 and 2014. F2 · derivative.underlying_shares: Options for the purchase of 33,813 shares of common stock at $37.00 per share were granted to Mr. Estes on January 29, 2009, which grant has previously been reported. The partial exercise of these options for the purchase of 14,659 shares has previously been reported. Of the remaining options, options for the purchase of 5,630 shares vested on January 15, 2012 and options for the purchase of 6,762 shares vested on January 15 of each of 2013 and 2014. Read SEC document |
| June 07, 2016 Filed Jun 8, 2016 20:33 UTC | WELLTOWER INC. HCN · Entity 2853 | SaleCommon Stock | 11,597 | $70.48 | $817,389.03 |
DisclosureSEC source: 0001209191-16-126563 · doc4.xml · nonDerivative · entry 3 ESTES SCOTT A · CIK 0001242824 · EVP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 129,934 F1 · kind: The shares covered by this Form 4 have been sold pursuant to a Rule 10b5-1 Trading Plan dated May 23, 2016. Read SEC document |
| June 07, 2016 Filed Jun 8, 2016 20:33 UTC | WELLTOWER INC. HCN · Entity 2853 | SaleCommon Stock | 3,193 | $70.48 | $225,034.98 |
DisclosureSEC source: 0001209191-16-126563 · doc4.xml · nonDerivative · entry 2 ESTES SCOTT A · CIK 0001242824 · EVP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 141,531 F1 · kind: The shares covered by this Form 4 have been sold pursuant to a Rule 10b5-1 Trading Plan dated May 23, 2016. Read SEC document |
| June 07, 2016 Filed Jun 8, 2016 20:33 UTC | WELLTOWER INC. HCN · Entity 2853 | Exercise / conversionCommon Stock | 3,193 | $37.00 | $118,141.00 |
DisclosureSEC source: 0001209191-16-126563 · doc4.xml · nonDerivative · entry 1 ESTES SCOTT A · CIK 0001242824 · EVP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 144,724 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 06, 2016 Filed May 9, 2016 20:23 UTC | WELLTOWER INC. HCN · Entity 2853 | GrantPerformance-Based Restricted Stock Units · Derivative | 5,959 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-16-118465 · doc4.xml · derivative · entry 1 ESTES SCOTT A · CIK 0001242824 · EVP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,959 Underlying: Common · 5,959 shares Expires not disclosed F1 · derivative.exercise_price: The performance-based restricted stock units granted under the Amended and Restated Welltower 2005 Long-Term Incentive Plan are target shares as defined in the 2016-2018 Long-Term Incentive Program. Final share amounts will be determined at the conclusion of the performance period 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 granted under the Amended and Restated Welltower 2005 Long-Term Incentive Plan are target shares as defined in the 2016-2018 Long-Term Incentive Program. Final share amounts will be determined at the conclusion of the performance period 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 granted under the Amended and Restated Welltower 2005 Long-Term Incentive Plan are target shares as defined in the 2016-2018 Long-Term Incentive Program. Final share amounts will be determined at the conclusion of the performance period 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 granted under the Amended and Restated Welltower 2005 Long-Term Incentive Plan are target shares as defined in the 2016-2018 Long-Term Incentive Program. Final share amounts will be determined at the conclusion of the performance period 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 granted under the Amended and Restated Welltower 2005 Long-Term Incentive Plan are target shares as defined in the 2016-2018 Long-Term Incentive Program. Final share amounts will be determined at the conclusion of the performance period 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 |
| February 26, 2016 Filed Feb 29, 2016 20:44 UTC | WELLTOWER INC. HCN · Entity 2853 | Tax withholdingCommon Stock | 6,955 | $65.13 | $452,979.15 |
DisclosureSEC source: 0001209191-16-103318 · doc4.xml · nonDerivative · entry 2 ESTES SCOTT A · CIK 0001242824 · EVP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 141,531 Read SEC document |
| February 26, 2016 Filed Feb 29, 2016 20:44 UTC | WELLTOWER INC. HCN · Entity 2853 | GrantCommon Stock | 43,068 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-16-103318 · doc4.xml · nonDerivative · entry 1 ESTES SCOTT A · CIK 0001242824 · EVP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 148,486 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 |
| February 12, 2016 Filed Feb 16, 2016 20:44 UTC | WELLTOWER INC. HCN · Entity 2853 | Tax withholdingCommon Stock | 1,814 | $54.40 | $98,681.60 |
DisclosureSEC source: 0001209191-16-098639 · doc4.xml · nonDerivative · entry 2 ESTES SCOTT A · CIK 0001242824 · EVP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 105,418 Read SEC document |
| February 12, 2016 Filed Feb 16, 2016 20:44 UTC | WELLTOWER INC. HCN · Entity 2853 | GrantCommon Stock | 14,982 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-16-098639 · doc4.xml · nonDerivative · entry 1 ESTES SCOTT A · CIK 0001242824 · EVP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 107,232 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 31, 2016 Filed Feb 2, 2016 21:07 UTC | WELLTOWER INC. HCN · Entity 2853 | Exercise / conversionDeferred Stock Units · Derivative | 4,361 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001209191-16-094695 · doc4.xml · derivative · entry 3 ESTES SCOTT A · CIK 0001242824 · EVP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,360 Underlying: Common · 4,361 shares Expires 2016-01-31 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 · derivative.exercise_price: These deferred stock units were granted without cash consideration on January 26, 2012 under the Amended and Restated Welltower Inc. 2005 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 four installments with 4,361 units having vested on January 31 of each of 2012, 2015 and 2016 and 4,360 units vesting on January 31, 2017. F3 · price: These deferred stock units were granted without cash consideration on January 26, 2012 under the Amended and Restated Welltower Inc. 2005 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 four installments with 4,361 units having vested on January 31 of each of 2012, 2015 and 2016 and 4,360 units vesting on January 31, 2017. F3 · derivative.exercise_date: These deferred stock units were granted without cash consideration on January 26, 2012 under the Amended and Restated Welltower Inc. 2005 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 four installments with 4,361 units having vested on January 31 of each of 2012, 2015 and 2016 and 4,360 units vesting on January 31, 2017. F3 · derivative.expiration_date: These deferred stock units were granted without cash consideration on January 26, 2012 under the Amended and Restated Welltower Inc. 2005 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 four installments with 4,361 units having vested on January 31 of each of 2012, 2015 and 2016 and 4,360 units vesting on January 31, 2017. F1 · derivative.underlying_shares: The reported transaction was a vesting of 4,361 deferred stock units on January 31, 2016, resulting in the issuance of 4,361 shares of common stock. No amount was payable in connection with the vesting or the common stock issuance. Read SEC document |
| January 31, 2016 Filed Feb 2, 2016 21:07 UTC | WELLTOWER INC. HCN · Entity 2853 | Tax withholdingCommon Stock | 2,112 | $62.22 | $131,408.64 |
DisclosureSEC source: 0001209191-16-094695 · doc4.xml · nonDerivative · entry 2 ESTES SCOTT A · CIK 0001242824 · EVP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 92,250 F2 · shares: Tax withholding in shares of common stock on 4,361 deferred stock units granted on January 26, 2012, which grant vested on January 31, 2016. Read SEC document |
| January 31, 2016 Filed Feb 2, 2016 21:07 UTC | WELLTOWER INC. HCN · Entity 2853 | Exercise / conversionCommon Stock | 4,361 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-16-094695 · doc4.xml · nonDerivative · entry 1 ESTES SCOTT A · CIK 0001242824 · EVP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 94,362 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 · shares: The reported transaction was a vesting of 4,361 deferred stock units on January 31, 2016, resulting in the issuance of 4,361 shares of common stock. No amount was payable in connection with the vesting or the common stock issuance. F1 · price: The reported transaction was a vesting of 4,361 deferred stock units on January 31, 2016, resulting in the issuance of 4,361 shares of common stock. No amount was payable in connection with the vesting or the common stock issuance. Read SEC document |
| January 15, 2016 Filed Jan 19, 2016 20:22 UTC | WELLTOWER INC. HCN · Entity 2853 | Tax withholdingCommon Stock | 5,180 | $66.32 | $343,537.60 |
DisclosureSEC source: 0001209191-16-092003 · doc4.xml · nonDerivative · entry 1 ESTES SCOTT A · CIK 0001242824 · EVP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 90,001 Read SEC document |
| August 06, 2015 Filed Aug 10, 2015 20:40 UTC | WELLTOWER INC. HCN · Entity 2853 | GrantPerformance-Based Restricted Stock Units · Derivative | 8,758 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-15-064913 · doc4.xml · derivative · entry 1 ESTES SCOTT A · CIK 0001242824 · EVP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,758 Underlying: Common · 8,758 shares Expires not disclosed F1 · derivative.exercise_price: This performance-based restricted stock unit award granted under the Amended and Restated Health Care REIT, Inc. 2005 Long-Term Incentive Plan are target shares as defined in the 2015-2017 Long-Term Incentive Program. Final share amounts will be determined at the conclusion of the performance period 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: This performance-based restricted stock unit award granted under the Amended and Restated Health Care REIT, Inc. 2005 Long-Term Incentive Plan are target shares as defined in the 2015-2017 Long-Term Incentive Program. Final share amounts will be determined at the conclusion of the performance period 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: This performance-based restricted stock unit award granted under the Amended and Restated Health Care REIT, Inc. 2005 Long-Term Incentive Plan are target shares as defined in the 2015-2017 Long-Term Incentive Program. Final share amounts will be determined at the conclusion of the performance period 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: This performance-based restricted stock unit award granted under the Amended and Restated Health Care REIT, Inc. 2005 Long-Term Incentive Plan are target shares as defined in the 2015-2017 Long-Term Incentive Program. Final share amounts will be determined at the conclusion of the performance period 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: This performance-based restricted stock unit award granted under the Amended and Restated Health Care REIT, Inc. 2005 Long-Term Incentive Plan are target shares as defined in the 2015-2017 Long-Term Incentive Program. Final share amounts will be determined at the conclusion of the performance period 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 |
| April 15, 2015 Filed Apr 17, 2015 20:50 UTC | WELLTOWER INC. HCN · Entity 2853 | Exercise / conversionOption (Right to Buy) · Derivative | 3,831 | $0.00 Strike: $37.00 | $0.00 |
DisclosureSEC source: 0001209191-15-035019 · doc4.xml · derivative · entry 3 ESTES SCOTT A · CIK 0001242824 · EVP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,154 Underlying: Common · 22,985 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. F3 · price: The options were granted under the Health Care REIT, Inc. 2005 Long-Term Incentive Plan and had no acquisition price. F2 · derivative.exercise_date: Options for the purchase of 33,813 shares of common stock at $37.00 per share were granted to Mr. Estes on January 29, 2009, which grant has previously been reported. The partial exercise of these options for the purchase of 10,828 shares has previously been reported. Of the remaining options, options for the purchase of 2,698 shares vested on January 15, 2011, options for the purchase of 6,763 shares vested on January 15, 2012 and options for the purchase of 6,762 shares vested on January 15 of each of 2013 and 2014. F2 · derivative.underlying_shares: Options for the purchase of 33,813 shares of common stock at $37.00 per share were granted to Mr. Estes on January 29, 2009, which grant has previously been reported. The partial exercise of these options for the purchase of 10,828 shares has previously been reported. Of the remaining options, options for the purchase of 2,698 shares vested on January 15, 2011, options for the purchase of 6,763 shares vested on January 15, 2012 and options for the purchase of 6,762 shares vested on January 15 of each of 2013 and 2014. Read SEC document |
| April 15, 2015 Filed Apr 17, 2015 20:50 UTC | WELLTOWER INC. HCN · Entity 2853 | SaleCommon Stock | 3,831 | $76.15 | $291,730.65 |
DisclosureSEC source: 0001209191-15-035019 · doc4.xml · nonDerivative · entry 2 ESTES SCOTT A · CIK 0001242824 · EVP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 95,181 F1 · kind: The shares covered by this Form 4 have been sold pursuant to a Rule 10b5-1 Trading Plan dated March 27, 2015. Read SEC document |
| April 15, 2015 Filed Apr 17, 2015 20:50 UTC | WELLTOWER INC. HCN · Entity 2853 | Exercise / conversionCommon Stock | 3,831 | $37.00 | $141,747.00 |
DisclosureSEC source: 0001209191-15-035019 · doc4.xml · nonDerivative · entry 1 ESTES SCOTT A · CIK 0001242824 · EVP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 99,012 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 05, 2015 Filed Feb 9, 2015 20:57 UTC | WELLTOWER INC. HCN · Entity 2853 | Tax withholdingCommon Stock | 1,378 | $81.63 | $112,486.14 |
DisclosureSEC source: 0001209191-15-010773 · doc4.xml · nonDerivative · entry 2 ESTES SCOTT A · CIK 0001242824 · EVP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 95,181 Read SEC document |
| February 05, 2015 Filed Feb 9, 2015 20:57 UTC | WELLTOWER INC. HCN · Entity 2853 | GrantCommon Stock | 11,380 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-15-010773 · doc4.xml · nonDerivative · entry 1 ESTES SCOTT A · CIK 0001242824 · EVP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 96,559 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 31, 2015 Filed Feb 3, 2015 20:00 UTC | WELLTOWER INC. HCN · Entity 2853 | Exercise / conversionDeferred Stock Units · Derivative | 4,361 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001209191-15-008651 · doc4.xml · derivative · entry 3 ESTES SCOTT A · CIK 0001242824 · EVP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,721 Underlying: Common · 4,361 shares Expires 2015-01-31 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 · derivative.exercise_price: These deferred stock units were granted without cash consideration on January 26, 2012 under the Amended and Restated Health Care REIT, Inc. 2005 Long-Term Incentive Plan. Each deferred stock unit represents a right to receive one share of common stock of Health Care REIT, Inc. at the time of vesting of the unit. These deferred stock units vest in four installments with 4,361 units having vested on January 31 of each of, 2012 and 2015, 4,361 units vesting on January 31, 2016 and 4,360 units vesting on January 31, 2017. F3 · price: These deferred stock units were granted without cash consideration on January 26, 2012 under the Amended and Restated Health Care REIT, Inc. 2005 Long-Term Incentive Plan. Each deferred stock unit represents a right to receive one share of common stock of Health Care REIT, Inc. at the time of vesting of the unit. These deferred stock units vest in four installments with 4,361 units having vested on January 31 of each of, 2012 and 2015, 4,361 units vesting on January 31, 2016 and 4,360 units vesting on January 31, 2017. F3 · derivative.exercise_date: These deferred stock units were granted without cash consideration on January 26, 2012 under the Amended and Restated Health Care REIT, Inc. 2005 Long-Term Incentive Plan. Each deferred stock unit represents a right to receive one share of common stock of Health Care REIT, Inc. at the time of vesting of the unit. These deferred stock units vest in four installments with 4,361 units having vested on January 31 of each of, 2012 and 2015, 4,361 units vesting on January 31, 2016 and 4,360 units vesting on January 31, 2017. F3 · derivative.expiration_date: These deferred stock units were granted without cash consideration on January 26, 2012 under the Amended and Restated Health Care REIT, Inc. 2005 Long-Term Incentive Plan. Each deferred stock unit represents a right to receive one share of common stock of Health Care REIT, Inc. at the time of vesting of the unit. These deferred stock units vest in four installments with 4,361 units having vested on January 31 of each of, 2012 and 2015, 4,361 units vesting on January 31, 2016 and 4,360 units vesting on January 31, 2017. F1 · derivative.underlying_shares: The reported transaction was a vesting of 4,361 deferred stock units on January 31, 2015, resulting in the issuance of 4,361 shares of common stock. No amount was payable in connection with the vesting or the common stock issuance. Read SEC document |
| January 31, 2015 Filed Feb 3, 2015 20:00 UTC | WELLTOWER INC. HCN · Entity 2853 | Tax withholdingCommon Stock | 2,112 | $81.95 | $173,078.40 |
DisclosureSEC source: 0001209191-15-008651 · doc4.xml · nonDerivative · entry 2 ESTES SCOTT A · CIK 0001242824 · EVP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 85,179 F2 · shares: Tax withholding in shares of common stock on 4,361 deferred stock units granted on January 26, 2012, which grant vested on January 31, 2015. Read SEC document |
| January 31, 2015 Filed Feb 3, 2015 20:00 UTC | WELLTOWER INC. HCN · Entity 2853 | Exercise / conversionCommon Stock | 4,361 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-15-008651 · doc4.xml · nonDerivative · entry 1 ESTES SCOTT A · CIK 0001242824 · EVP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 87,291 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 · shares: The reported transaction was a vesting of 4,361 deferred stock units on January 31, 2015, resulting in the issuance of 4,361 shares of common stock. No amount was payable in connection with the vesting or the common stock issuance. F1 · price: The reported transaction was a vesting of 4,361 deferred stock units on January 31, 2015, resulting in the issuance of 4,361 shares of common stock. No amount was payable in connection with the vesting or the common stock issuance. Read SEC document |
| January 15, 2015 Filed Jan 20, 2015 21:31 UTC | WELLTOWER INC. HCN · Entity 2853 | Tax withholdingCommon Stock | 5,483 | $83.17 | $456,021.11 |
DisclosureSEC source: 0001209191-15-005095 · doc4.xml · nonDerivative · entry 1 ESTES SCOTT A · CIK 0001242824 · EVP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 82,930 Read SEC document |
| December 15, 2014 Filed Dec 17, 2014 21:10 UTC | WELLTOWER INC. HCN · Entity 2853 | Exercise / conversionOption (Right to Buy) · Derivative | 3,000 | $0.00 Strike: $37.00 | $0.00 |
DisclosureSEC source: 0001209191-14-076281 · doc4.xml · derivative · entry 3 ESTES SCOTT A · CIK 0001242824 · EVP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 22,985 Underlying: Common · 25,985 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. F3 · price: The options were granted under the Health Care REIT, Inc. 2005 Long-Term Incentive Plan and had no acquisition price. F2 · derivative.exercise_date: Options for the purchase of 33,813 shares of common stock at $37.00 per share were granted to Mr. Estes on January 29, 2009, which grant has previously been reported. The partial exercise of these options for the purchase of 7,828 shares has previously been reported. Of the remaining options, options for the purchase of 5,698 shares vested on January 15, 2011, options for the purchase of 6,763 shares vested on January 15, 2012 and options for the purchase of 6,762 shares vested on January 15 of each of 2013 and 2014. F2 · derivative.underlying_shares: Options for the purchase of 33,813 shares of common stock at $37.00 per share were granted to Mr. Estes on January 29, 2009, which grant has previously been reported. The partial exercise of these options for the purchase of 7,828 shares has previously been reported. Of the remaining options, options for the purchase of 5,698 shares vested on January 15, 2011, options for the purchase of 6,763 shares vested on January 15, 2012 and options for the purchase of 6,762 shares vested on January 15 of each of 2013 and 2014. Read SEC document |
| December 15, 2014 Filed Dec 17, 2014 21:10 UTC | WELLTOWER INC. HCN · Entity 2853 | SaleCommon Stock | 3,000 | $75.56 | $226,692.00 |
DisclosureSEC source: 0001209191-14-076281 · doc4.xml · nonDerivative · entry 2 ESTES SCOTT A · CIK 0001242824 · EVP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 88,413 F1 · kind: The shares covered by this Form 4 have been sold pursuant to a Rule 10b5-1 Sales Plan dated June 30, 2014. Read SEC document |
| December 15, 2014 Filed Dec 17, 2014 21:10 UTC | WELLTOWER INC. HCN · Entity 2853 | Exercise / conversionCommon Stock | 3,000 | $37.00 | $111,000.00 |
DisclosureSEC source: 0001209191-14-076281 · doc4.xml · nonDerivative · entry 1 ESTES SCOTT A · CIK 0001242824 · EVP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 91,413 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 |
| November 17, 2014 Filed Nov 18, 2014 21:07 UTC | WELLTOWER INC. HCN · Entity 2853 | Exercise / conversionOption (Right to Buy) · Derivative | 3,000 | $0.00 Strike: $37.00 | $0.00 |
DisclosureSEC source: 0001209191-14-069595 · doc4.xml · derivative · entry 3 ESTES SCOTT A · CIK 0001242824 · EVP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 25,985 Underlying: Common · 28,985 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. F3 · price: The options were granted under the Health Care REIT, Inc. 2005 Long-Term Incentive Plan and had no acquisition price. F2 · derivative.exercise_date: Options for the purchase of 33,813 shares of common stock at $37.00 per share were granted to Mr. Estes on January 29, 2009, which grant has previously been reported. The partial exercise of these options for the purchase of 4,828 shares has previously been reported. Of the remaining options, options for the purchase of 1,935 shares vested on January 15, 2010, options for the purchase of 6,763 shares vested on January 15 of each 2011 and 2012 and options for the purchase of 6,762 shares vested on January 15 of each of 2013 and 2014. F2 · derivative.underlying_shares: Options for the purchase of 33,813 shares of common stock at $37.00 per share were granted to Mr. Estes on January 29, 2009, which grant has previously been reported. The partial exercise of these options for the purchase of 4,828 shares has previously been reported. Of the remaining options, options for the purchase of 1,935 shares vested on January 15, 2010, options for the purchase of 6,763 shares vested on January 15 of each 2011 and 2012 and options for the purchase of 6,762 shares vested on January 15 of each of 2013 and 2014. Read SEC document |
| November 17, 2014 Filed Nov 18, 2014 21:07 UTC | WELLTOWER INC. HCN · Entity 2853 | SaleCommon Stock | 3,000 | $71.89 | $215,680.50 |
DisclosureSEC source: 0001209191-14-069595 · doc4.xml · nonDerivative · entry 2 ESTES SCOTT A · CIK 0001242824 · EVP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 88,413 F1 · kind: The shares covered by this Form 4 have been sold pursuant to a Rule 10b5-1 Sales Plan dated June 30, 2014. Read SEC document |
| November 17, 2014 Filed Nov 18, 2014 21:07 UTC | WELLTOWER INC. HCN · Entity 2853 | Exercise / conversionCommon Stock | 3,000 | $37.00 | $111,000.00 |
DisclosureSEC source: 0001209191-14-069595 · doc4.xml · nonDerivative · entry 1 ESTES SCOTT A · CIK 0001242824 · EVP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 91,413 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 |
| October 15, 2014 Filed Oct 16, 2014 20:17 UTC | WELLTOWER INC. HCN · Entity 2853 | Exercise / conversionOption (Right to Buy) · Derivative | 3,000 | $0.00 Strike: $37.00 | $0.00 |
DisclosureSEC source: 0001209191-14-063510 · doc4.xml · derivative · entry 3 ESTES SCOTT A · CIK 0001242824 · EVP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 28,985 Underlying: Common · 31,985 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. F3 · price: The options were granted under the Health Care REIT, Inc. 2005 Long-Term Incentive Plan and had no acquisition price. F2 · derivative.exercise_date: Options for the purchase of 33,813 shares of common stock at $37.00 per share were granted to Mr. Estes on January 29, 2009, which grant has previously been reported. The partial exercise of these options for the purchase of 1,828 shares has previously been reported. Of the remaining options, options for the purchase of 4,935 shares vested on January 15, 2010, options for the purchase of 6,763 shares vested on January 15 of each 2011 and 2012 and options for the purchase of 6,762 shares vested on January 15 of each of 2013 and 2014. F2 · derivative.underlying_shares: Options for the purchase of 33,813 shares of common stock at $37.00 per share were granted to Mr. Estes on January 29, 2009, which grant has previously been reported. The partial exercise of these options for the purchase of 1,828 shares has previously been reported. Of the remaining options, options for the purchase of 4,935 shares vested on January 15, 2010, options for the purchase of 6,763 shares vested on January 15 of each 2011 and 2012 and options for the purchase of 6,762 shares vested on January 15 of each of 2013 and 2014. Read SEC document |
| October 15, 2014 Filed Oct 16, 2014 20:17 UTC | WELLTOWER INC. HCN · Entity 2853 | SaleCommon Stock | 3,000 | $67.32 | $201,974.10 |
DisclosureSEC source: 0001209191-14-063510 · doc4.xml · nonDerivative · entry 2 ESTES SCOTT A · CIK 0001242824 · EVP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 88,413 F1 · kind: The shares covered by this Form 4 have been sold pursuant to a Rule 10b5-1 Sales Plan dated June 30, 2014. Read SEC document |
| October 15, 2014 Filed Oct 16, 2014 20:17 UTC | WELLTOWER INC. HCN · Entity 2853 | Exercise / conversionCommon Stock | 3,000 | $37.00 | $111,000.00 |
DisclosureSEC source: 0001209191-14-063510 · doc4.xml · nonDerivative · entry 1 ESTES SCOTT A · CIK 0001242824 · EVP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 91,413 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 |
| September 15, 2014 Filed Sep 17, 2014 21:07 UTC | WELLTOWER INC. HCN · Entity 2853 | Exercise / conversionOption (Right to Buy) · Derivative | 1,828 | $0.00 Strike: $37.00 | $0.00 |
DisclosureSEC source: 0001209191-14-058428 · doc4.xml · derivative · entry 5 ESTES SCOTT A · CIK 0001242824 · EVP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 31,985 Underlying: Common · 33,813 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. F3 · price: The options were granted under the Health Care REIT, Inc. 2005 Long-Term Incentive Plan and had no acquisition price. F4 · derivative.exercise_date: Options for the purchase of 33,813 shares of common stock at $37.00 per share were granted to Mr. Estes on January 29, 2009, which grant has previously been reported. Options for the purchase of 6,763 shares vested on January 15 of each of 2010, 2011 and 2012 and options for the purchase of 6,762 shares vested on January 15 of each of 2013 and 2014. F4 · derivative.underlying_shares: Options for the purchase of 33,813 shares of common stock at $37.00 per share were granted to Mr. Estes on January 29, 2009, which grant has previously been reported. Options for the purchase of 6,763 shares vested on January 15 of each of 2010, 2011 and 2012 and options for the purchase of 6,762 shares vested on January 15 of each of 2013 and 2014. Read SEC document |
| September 15, 2014 Filed Sep 17, 2014 21:07 UTC | WELLTOWER INC. HCN · Entity 2853 | Exercise / conversionOption (Right to Buy) · Derivative | 1,172 | $0.00 Strike: $40.83 | $0.00 |
DisclosureSEC source: 0001209191-14-058428 · doc4.xml · derivative · entry 4 ESTES SCOTT A · CIK 0001242824 · EVP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common · 1,172 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. F3 · price: The options were granted under the Health Care REIT, Inc. 2005 Long-Term Incentive Plan and had no acquisition price. F2 · derivative.exercise_date: Options for the purchase of 18,257 shares of common stock at $40.83 per share were granted to Mr. Estes on January 21, 2008, which grant has previously been reported. The partial exercise of these options for the purchase of 17,085 shares has previously been reported. Of the remaining options,options for the purchase of 1,172 shares vested January 15, 2013. F2 · derivative.underlying_shares: Options for the purchase of 18,257 shares of common stock at $40.83 per share were granted to Mr. Estes on January 21, 2008, which grant has previously been reported. The partial exercise of these options for the purchase of 17,085 shares has previously been reported. Of the remaining options,options for the purchase of 1,172 shares vested January 15, 2013. Read SEC document |
| September 15, 2014 Filed Sep 17, 2014 21:07 UTC | WELLTOWER INC. HCN · Entity 2853 | SaleCommon Stock | 3,000 | $63.45 | $190,347.60 |
DisclosureSEC source: 0001209191-14-058428 · doc4.xml · nonDerivative · entry 3 ESTES SCOTT A · CIK 0001242824 · EVP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 88,413 F1 · kind: The shares covered by this Form 4 have been sold pursuant to a Rule 10b5-1 Sales Plan dated June 30, 2014. Read SEC document |
| September 15, 2014 Filed Sep 17, 2014 21:07 UTC | WELLTOWER INC. HCN · Entity 2853 | Exercise / conversionCommon Stock | 1,828 | $37.00 | $67,636.00 |
DisclosureSEC source: 0001209191-14-058428 · doc4.xml · nonDerivative · entry 2 ESTES SCOTT A · CIK 0001242824 · EVP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 91,413 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 |
| September 15, 2014 Filed Sep 17, 2014 21:07 UTC | WELLTOWER INC. HCN · Entity 2853 | Exercise / conversionCommon Stock | 1,172 | $40.83 | $47,852.76 |
DisclosureSEC source: 0001209191-14-058428 · doc4.xml · nonDerivative · entry 1 ESTES SCOTT A · CIK 0001242824 · EVP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 89,585 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 |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.