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 |
|---|---|---|---|---|---|---|
| August 15, 2014 Filed Aug 18, 2014 20:34 UTC | WELLTOWER INC. HCN · Entity 2853 | Exercise / conversionOption (Right to Buy) · Derivative | 3,000 | $0.00 Strike: $40.83 | $0.00 |
DisclosureSEC source: 0001209191-14-053054 · doc4.xml · derivative · entry 3 ESTES SCOTT A · CIK 0001242824 · EVP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,172 Underlying: Common · 4,172 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 14,085 shares has previously been reported. Of the remaining options,options for the purchase of 1,138 shares vested January 15, 2012 and options for the purchase of 3,034 shares vested on 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 14,085 shares has previously been reported. Of the remaining options,options for the purchase of 1,138 shares vested January 15, 2012 and options for the purchase of 3,034 shares vested on January 15, 2013. Read SEC document |
| August 15, 2014 Filed Aug 18, 2014 20:34 UTC | WELLTOWER INC. HCN · Entity 2853 | SaleCommon Stock | 3,000 | $65.69 | $197,065.80 |
DisclosureSEC source: 0001209191-14-053054 · 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 |
| August 15, 2014 Filed Aug 18, 2014 20:34 UTC | WELLTOWER INC. HCN · Entity 2853 | Exercise / conversionCommon Stock | 3,000 | $40.83 | $122,490.00 |
DisclosureSEC source: 0001209191-14-053054 · 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 |
| July 15, 2014 Filed Jul 16, 2014 20:28 UTC | WELLTOWER INC. HCN · Entity 2853 | Exercise / conversionOption (Right to Buy) · Derivative | 3,000 | $0.00 Strike: $40.83 | $0.00 |
DisclosureSEC source: 0001209191-14-047446 · doc4.xml · derivative · entry 3 ESTES SCOTT A · CIK 0001242824 · EVP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,172 Underlying: Common · 7,172 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 11,085 shares has previously been reported. Of the remaining options,options for the purchase of 1,104 shares vested January 15, 2011 and options for the purchase of 3,034 shares vested on January 15 of each of 2012 and 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 11,085 shares has previously been reported. Of the remaining options,options for the purchase of 1,104 shares vested January 15, 2011 and options for the purchase of 3,034 shares vested on January 15 of each of 2012 and 2013. Read SEC document |
| July 15, 2014 Filed Jul 16, 2014 20:28 UTC | WELLTOWER INC. HCN · Entity 2853 | SaleCommon Stock | 3,000 | $63.05 | $189,155.10 |
DisclosureSEC source: 0001209191-14-047446 · 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 |
| July 15, 2014 Filed Jul 16, 2014 20:28 UTC | WELLTOWER INC. HCN · Entity 2853 | Exercise / conversionCommon Stock | 3,000 | $40.83 | $122,490.00 |
DisclosureSEC source: 0001209191-14-047446 · 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 |
| June 30, 2014 Filed Jul 1, 2014 20:26 UTC | WELLTOWER INC. HCN · Entity 2853 | SaleCommon Stock | 8,616 | $62.68 | $540,075.00 |
DisclosureSEC source: 0001209191-14-044674 · doc4.xml · nonDerivative · entry 1 ESTES SCOTT A · CIK 0001242824 · EVP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 88,413 Read SEC document |
| February 06, 2014 Filed Feb 10, 2014 21:44 UTC | WELLTOWER INC. HCN · Entity 2853 | Tax withholdingCommon Stock | 920 | $56.28 | $51,777.60 |
DisclosureSEC source: 0001209191-14-008711 · doc4.xml · nonDerivative · entry 2 ESTES SCOTT A · CIK 0001242824 · EVP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 97,029 Read SEC document |
| February 06, 2014 Filed Feb 10, 2014 21:44 UTC | WELLTOWER INC. HCN · Entity 2853 | GrantCommon Stock | 9,360 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-14-008711 · doc4.xml · nonDerivative · entry 1 ESTES SCOTT A · CIK 0001242824 · EVP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 97,949 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, 2014 Filed Feb 4, 2014 20:37 UTC | WELLTOWER INC. HCN · Entity 2853 | Tax withholdingCommon Stock | 459 | $57.92 | $26,585.28 |
DisclosureSEC source: 0001209191-14-006932 · doc4.xml · nonDerivative · entry 2 ESTES SCOTT A · CIK 0001242824 · EVP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 88,589 F2 · shares: Tax withholding in shares of common stock on 1,356 performance shares granted on January 27, 2011, which grant vested on January 31, 2014. Read SEC document |
| January 31, 2014 Filed Feb 4, 2014 20:37 UTC | WELLTOWER INC. HCN · Entity 2853 | GrantCommon Stock | 1,356 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-14-006932 · doc4.xml · nonDerivative · entry 1 ESTES SCOTT A · CIK 0001242824 · EVP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 89,048 F1 · shares: The reported transaction was the satisfaction of a performance contingency applicable to 1,356 performance shares granted without cash consideration on January 27, 2011 under the Amended and Restated Health Care REIT, Inc. 2005 Long-Term Incentive Plan. No amount was payable in connection with the vesting or the common stock issuance. F1 · price: The reported transaction was the satisfaction of a performance contingency applicable to 1,356 performance shares granted without cash consideration on January 27, 2011 under the Amended and Restated Health Care REIT, Inc. 2005 Long-Term Incentive Plan. No amount was payable in connection with the vesting or the common stock issuance. Read SEC document |
| January 15, 2014 Filed Jan 17, 2014 20:26 UTC | WELLTOWER INC. HCN · Entity 2853 | Tax withholdingCommon Stock | 5,121 | $55.55 | $284,471.55 |
DisclosureSEC source: 0001209191-14-003686 · doc4.xml · nonDerivative · entry 1 ESTES SCOTT A · CIK 0001242824 · EVP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 87,692 Read SEC document |
| October 15, 2013 Filed Oct 17, 2013 20:31 UTC | WELLTOWER INC. HCN · Entity 2853 | Exercise / conversionOption (Right to Buy) · Derivative | 2,000 | $0.00 Strike: $40.83 | $0.00 |
DisclosureSEC source: 0001209191-13-048659 · doc4.xml · derivative · entry 3 ESTES SCOTT A · CIK 0001242824 · EVP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,172 Underlying: Common · 9,172 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 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 9,085 shares has previously been reported. Of the remaining options, options for the purchase of 70 shares vested on January 15, 2010 and options for the purchase of 3,034 shares vested on January 15 of each of 2011, 2012 and 2013. F2 · derivative.underlying_shares: Options for the purchase of 18,257 shares 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 9,085 shares has previously been reported. Of the remaining options, options for the purchase of 70 shares vested on January 15, 2010 and options for the purchase of 3,034 shares vested on January 15 of each of 2011, 2012 and 2013. Read SEC document |
| October 15, 2013 Filed Oct 17, 2013 20:31 UTC | WELLTOWER INC. HCN · Entity 2853 | SaleCommon Stock | 2,000 | $63.49 | $126,977.00 |
DisclosureSEC source: 0001209191-13-048659 · doc4.xml · nonDerivative · entry 2 ESTES SCOTT A · CIK 0001242824 · EVP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 92,813 F1 · kind: The shares coverd by this Form 4 have been sold pursuant to a Rule 10b5-1 Sales Plan dated March 22, 2013. Read SEC document |
| October 15, 2013 Filed Oct 17, 2013 20:31 UTC | WELLTOWER INC. HCN · Entity 2853 | Exercise / conversionCommon Stock | 2,000 | $40.83 | $81,660.00 |
DisclosureSEC source: 0001209191-13-048659 · doc4.xml · nonDerivative · entry 1 ESTES SCOTT A · CIK 0001242824 · EVP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 94,813 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 16, 2013 Filed Sep 17, 2013 21:04 UTC | WELLTOWER INC. HCN · Entity 2853 | Exercise / conversionOption (Right to Buy) · Derivative | 4,000 | $0.00 Strike: $40.83 | $0.00 |
DisclosureSEC source: 0001209191-13-044630 · doc4.xml · derivative · entry 3 ESTES SCOTT A · CIK 0001242824 · EVP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,172 Underlying: Common · 13,172 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 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 5,085 shares has previously been reported. Of the remaining options, options for the purchase of 1,035 shares vested on January 15, 2009, options for the purchase of 3,035 shares vested on January 15, 2010 and options for the purchase of 3,034 shares vested on January 15 of each of 2011, 2012 and 2013. F2 · derivative.underlying_shares: Options for the purchase of 18,257 shares 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 5,085 shares has previously been reported. Of the remaining options, options for the purchase of 1,035 shares vested on January 15, 2009, options for the purchase of 3,035 shares vested on January 15, 2010 and options for the purchase of 3,034 shares vested on January 15 of each of 2011, 2012 and 2013. Read SEC document |
| September 16, 2013 Filed Sep 17, 2013 21:04 UTC | WELLTOWER INC. HCN · Entity 2853 | SaleCommon Stock | 4,000 | $63.00 | $252,000.00 |
DisclosureSEC source: 0001209191-13-044630 · doc4.xml · nonDerivative · entry 2 ESTES SCOTT A · CIK 0001242824 · EVP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 92,813 F1 · kind: The shares coverd by this Form 4 have been sold pursuant to a Rule 10b5-1 Sales Plan dated March 22, 2013. Read SEC document |
| September 16, 2013 Filed Sep 17, 2013 21:04 UTC | WELLTOWER INC. HCN · Entity 2853 | Exercise / conversionCommon Stock | 4,000 | $40.83 | $163,320.00 |
DisclosureSEC source: 0001209191-13-044630 · doc4.xml · nonDerivative · entry 1 ESTES SCOTT A · CIK 0001242824 · EVP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 96,813 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 15, 2013 Filed Jul 16, 2013 20:38 UTC | WELLTOWER INC. HCN · Entity 2853 | Exercise / conversionOption (Right to Buy) · Derivative | 2,000 | $0.00 Strike: $40.83 | $0.00 |
DisclosureSEC source: 0001209191-13-036860 · doc4.xml · derivative · entry 3 ESTES SCOTT A · CIK 0001242824 · EVP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,172 Underlying: Common · 15,172 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 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 3,085 shares has previously been reported. Of the remaining options, options for the purchase of 3,035 shares vested on January 15 of each of 2009 and 2010 and options for the purchase of 3,034 shares vested on January 15 of each of 2011, 2012 and 2013. F2 · derivative.underlying_shares: Options for the purchase of 18,257 shares 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 3,085 shares has previously been reported. Of the remaining options, options for the purchase of 3,035 shares vested on January 15 of each of 2009 and 2010 and options for the purchase of 3,034 shares vested on January 15 of each of 2011, 2012 and 2013. Read SEC document |
| July 15, 2013 Filed Jul 16, 2013 20:38 UTC | WELLTOWER INC. HCN · Entity 2853 | SaleCommon Stock | 2,000 | $67.39 | $134,782.00 |
DisclosureSEC source: 0001209191-13-036860 · doc4.xml · nonDerivative · entry 2 ESTES SCOTT A · CIK 0001242824 · EVP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 92,813 F1 · kind: The shares coverd by this Form 4 have been sold pursuant to a Rule 10b5-1 Sales Plan dated March 22, 2013. Read SEC document |
| July 15, 2013 Filed Jul 16, 2013 20:38 UTC | WELLTOWER INC. HCN · Entity 2853 | Exercise / conversionCommon Stock | 2,000 | $40.83 | $81,660.00 |
DisclosureSEC source: 0001209191-13-036860 · doc4.xml · nonDerivative · entry 1 ESTES SCOTT A · CIK 0001242824 · EVP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 94,813 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 17, 2013 Filed Jun 19, 2013 20:11 UTC | WELLTOWER INC. HCN · Entity 2853 | Exercise / conversionOption (Right to Buy) · Derivative | 2,587 | $0.00 Strike: $45.73 | $0.00 |
DisclosureSEC source: 0001209191-13-032936 · doc4.xml · derivative · entry 3 ESTES SCOTT A · CIK 0001242824 · EVP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common · 2,587 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. 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 6,805 shares of common stock at $45.73 per share were granted to Mr. Estes on January 22, 2007, which grant has previously been reported. The partial exercise of these options for the purchase of 4,218 shares has previously been reported. Of the remaining options, options for the purchase of 553 shares vested on January 15, 2010 and options for the purchase of 1,017 shares vested on January 15 of each of 2011 and 2012. F2 · derivative.underlying_shares: Options for the purchase of 6,805 shares of common stock at $45.73 per share were granted to Mr. Estes on January 22, 2007, which grant has previously been reported. The partial exercise of these options for the purchase of 4,218 shares has previously been reported. Of the remaining options, options for the purchase of 553 shares vested on January 15, 2010 and options for the purchase of 1,017 shares vested on January 15 of each of 2011 and 2012. Read SEC document |
| June 17, 2013 Filed Jun 19, 2013 20:11 UTC | WELLTOWER INC. HCN · Entity 2853 | SaleCommon Stock | 2,587 | $67.62 | $174,924.14 |
DisclosureSEC source: 0001209191-13-032936 · doc4.xml · nonDerivative · entry 2 ESTES SCOTT A · CIK 0001242824 · EVP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 92,813 F1 · kind: The shares coverd by this Form 4 have been sold pursuant to a Rule 10b5-1 Sales Plan dated March 22, 2013. Read SEC document |
| June 17, 2013 Filed Jun 19, 2013 20:11 UTC | WELLTOWER INC. HCN · Entity 2853 | Exercise / conversionCommon Stock | 2,587 | $45.73 | $118,303.51 |
DisclosureSEC source: 0001209191-13-032936 · doc4.xml · nonDerivative · entry 1 ESTES SCOTT A · CIK 0001242824 · EVP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 95,400 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 15, 2013 Filed May 16, 2013 20:09 UTC | WELLTOWER INC. HCN · Entity 2853 | Exercise / conversionOption (Right to Buy) · Derivative | 2,500 | $0.00 Strike: $45.73 | $0.00 |
DisclosureSEC source: 0001209191-13-026815 · doc4.xml · derivative · entry 3 ESTES SCOTT A · CIK 0001242824 · EVP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,587 Underlying: Common · 5,087 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. 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 6,805 shares of common stock at $45.73 per share were granted to Mr. Estes on January 22, 2007, which grant has previously been reported. The partial exercise of these options for the purchase of 1,718 shares has previously been reported. Of the remaining options, options for the purchase of 1,018 shares vested on January 15 of each of 2008 and 2009 and options for the purchase of 1,017 shares vested on January 15 of each of 2010, 2011 and 2012. F2 · derivative.underlying_shares: Options for the purchase of 6,805 shares of common stock at $45.73 per share were granted to Mr. Estes on January 22, 2007, which grant has previously been reported. The partial exercise of these options for the purchase of 1,718 shares has previously been reported. Of the remaining options, options for the purchase of 1,018 shares vested on January 15 of each of 2008 and 2009 and options for the purchase of 1,017 shares vested on January 15 of each of 2010, 2011 and 2012. Read SEC document |
| May 15, 2013 Filed May 16, 2013 20:09 UTC | WELLTOWER INC. HCN · Entity 2853 | SaleCommon Stock | 2,500 | $76.51 | $191,277.50 |
DisclosureSEC source: 0001209191-13-026815 · doc4.xml · nonDerivative · entry 2 ESTES SCOTT A · CIK 0001242824 · EVP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 92,813 F1 · kind: The shares coverd by this Form 4 have been sold pursuant to a Rule 10b5-1 Sales Plan dated March 22, 2013. Read SEC document |
| May 15, 2013 Filed May 16, 2013 20:09 UTC | WELLTOWER INC. HCN · Entity 2853 | Exercise / conversionCommon Stock | 2,500 | $45.73 | $114,325.00 |
DisclosureSEC source: 0001209191-13-026815 · doc4.xml · nonDerivative · entry 1 ESTES SCOTT A · CIK 0001242824 · EVP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 95,313 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 |
| April 15, 2013 Filed Apr 17, 2013 20:44 UTC | WELLTOWER INC. HCN · Entity 2853 | Exercise / conversionOption (Right to Buy) · Derivative | 3,085 | $0.00 Strike: $40.83 | $0.00 |
DisclosureSEC source: 0001209191-13-021808 · doc4.xml · derivative · entry 3 ESTES SCOTT A · CIK 0001242824 · EVP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,172 Underlying: Common · 18,257 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 at $40.83 per share were granted to Mr. Estes on January 21, 2008, which grant has previously been reported. Options for the purchase of 3,652 shares vested on January 15 of each of 2009 and 2010 and options for the purchase of 3,651 shares vested on January 15 of each of 2011, 2012 and 2013. F2 · derivative.underlying_shares: Options for the purchase of 18,257 shares at $40.83 per share were granted to Mr. Estes on January 21, 2008, which grant has previously been reported. Options for the purchase of 3,652 shares vested on January 15 of each of 2009 and 2010 and options for the purchase of 3,651 shares vested on January 15 of each of 2011, 2012 and 2013. Read SEC document |
| April 15, 2013 Filed Apr 17, 2013 20:44 UTC | WELLTOWER INC. HCN · Entity 2853 | SaleCommon Stock | 3,085 | $71.24 | $219,783.11 |
DisclosureSEC source: 0001209191-13-021808 · doc4.xml · nonDerivative · entry 2 ESTES SCOTT A · CIK 0001242824 · EVP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 92,813 F1 · kind: The shares coverd by this Form 4 have been sold pursuant to a Rule 10b5-1 Sales Plan dated March 22, 2013. Read SEC document |
| April 15, 2013 Filed Apr 17, 2013 20:44 UTC | WELLTOWER INC. HCN · Entity 2853 | Exercise / conversionCommon Stock | 3,085 | $40.83 | $125,960.55 |
DisclosureSEC source: 0001209191-13-021808 · doc4.xml · nonDerivative · entry 1 ESTES SCOTT A · CIK 0001242824 · EVP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 95,898 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 |
| April 05, 2013 Filed Apr 8, 2013 20:13 UTC | WELLTOWER INC. HCN · Entity 2853 | Exercise / conversionOption (Right to Buy) · Derivative | 1,718 | $0.00 Strike: $45.73 | $0.00 |
DisclosureSEC source: 0001209191-13-020680 · doc4.xml · derivative · entry 3 ESTES SCOTT A · CIK 0001242824 · EVP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,087 Underlying: Common · 6,805 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. 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 6,805 shares of common stock at $45.73 per share were granted to Mr. Estes on January 22, 2007, which grant has previously been reported. Options for the purchase of 1,362 shares vested on January 15 of each of 2008 and 2009, options for the purchase of 1,361 shares vested on January 15, 2010 and options for the purchase of 1,360 shares vested on January 15 of each of 2011 and 2012. F2 · derivative.underlying_shares: Options for the purchase of 6,805 shares of common stock at $45.73 per share were granted to Mr. Estes on January 22, 2007, which grant has previously been reported. Options for the purchase of 1,362 shares vested on January 15 of each of 2008 and 2009, options for the purchase of 1,361 shares vested on January 15, 2010 and options for the purchase of 1,360 shares vested on January 15 of each of 2011 and 2012. Read SEC document |
| April 05, 2013 Filed Apr 8, 2013 20:13 UTC | WELLTOWER INC. HCN · Entity 2853 | SaleCommon Stock | 1,718 | $69.26 | $118,996.58 |
DisclosureSEC source: 0001209191-13-020680 · doc4.xml · nonDerivative · entry 2 ESTES SCOTT A · CIK 0001242824 · EVP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 92,813 F1 · kind: The shares coverd by this Form 4 have been sold pursuant to a Rule 10b5-1 Sales Plan dated March 22, 2013. Read SEC document |
| April 05, 2013 Filed Apr 8, 2013 20:13 UTC | WELLTOWER INC. HCN · Entity 2853 | Exercise / conversionCommon Stock | 1,718 | $45.73 | $78,564.14 |
DisclosureSEC source: 0001209191-13-020680 · doc4.xml · nonDerivative · entry 1 ESTES SCOTT A · CIK 0001242824 · EVP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 94,531 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 20:31 UTC | WELLTOWER INC. HCN · Entity 2853 | GrantCommon Stock | 24,028 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-13-007646 · doc4.xml · nonDerivative · entry 1 ESTES SCOTT A · CIK 0001242824 · EVP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 92,813 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, 2013 Filed Feb 4, 2013 21:00 UTC | WELLTOWER INC. HCN · Entity 2853 | Tax withholdingCommon Stock | 459 | $62.84 | $28,843.56 |
DisclosureSEC source: 0001209191-13-005944 · doc4.xml · nonDerivative · entry 2 ESTES SCOTT A · CIK 0001242824 · EVP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 68,785 F2 · shares: Tax withholding in shares of common stock on 1,356 performance shares granted on January 27, 2011, which grant vested on January 31, 2013. Read SEC document |
| January 31, 2013 Filed Feb 4, 2013 21:00 UTC | WELLTOWER INC. HCN · Entity 2853 | GrantCommon Stock | 1,356 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-13-005944 · doc4.xml · nonDerivative · entry 1 ESTES SCOTT A · CIK 0001242824 · EVP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 69,244 F1 · shares: The reported transaction was the satisfaction of a performance contingency applicable to 1,356 performance shares granted without cash consideration on January 27, 2011 under the Amended and Restated Health Care REIT, Inc. 2005 Long-Term Incentive Plan. No amount was payable in connection with the vesting or the common stock issuance. F1 · price: The reported transaction was the satisfaction of a performance contingency applicable to 1,356 performance shares granted without cash consideration on January 27, 2011 under the Amended and Restated Health Care REIT, Inc. 2005 Long-Term Incentive Plan. No amount was payable in connection with the vesting or the common stock issuance. Read SEC document |
| January 15, 2013 Filed Jan 17, 2013 21:43 UTC | WELLTOWER INC. HCN · Entity 2853 | Tax withholdingCommon Stock | 4,043 | $61.81 | $249,897.83 |
DisclosureSEC source: 0001209191-13-003504 · doc4.xml · nonDerivative · entry 1 ESTES SCOTT A · CIK 0001242824 · EVP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 67,888 Read SEC document |
| November 20, 2012 Filed Nov 21, 2012 16:46 UTC | WELLTOWER INC. HCN · Entity 2853 | Exercise / conversionOption (Right to Buy) · Derivative | 8,191 | $0.00 Strike: $36.50 | $0.00 |
DisclosureSEC source: 0001209191-12-054221 · doc4.xml · derivative · entry 5 ESTES SCOTT A · CIK 0001242824 · EVP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common · 8,191 shares Expires 2016-01-23 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. F4 · 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 8,191 shares of common stock at $36.50 per share were granted to Mr. Estes on January 23, 2006, whcih grant has previously been reported. Options for the purchase of 1,639 shares vested on January 15 of each of 2007 and 2008 and options for the purchase of 1,638 shares vested on January 15 of each of 2009 and 2010 and options for the purchase of 1,637 shares vested on January 15, 2011. F3 · derivative.underlying_shares: Options for the purchase of 8,191 shares of common stock at $36.50 per share were granted to Mr. Estes on January 23, 2006, whcih grant has previously been reported. Options for the purchase of 1,639 shares vested on January 15 of each of 2007 and 2008 and options for the purchase of 1,638 shares vested on January 15 of each of 2009 and 2010 and options for the purchase of 1,637 shares vested on January 15, 2011. Read SEC document |
| November 20, 2012 Filed Nov 21, 2012 16:46 UTC | WELLTOWER INC. HCN · Entity 2853 | Exercise / conversionOption (Right to Buy) · Derivative | 154 | $0.00 Strike: $34.88 | $0.00 |
DisclosureSEC source: 0001209191-12-054221 · 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 · 154 shares Expires 2015-01-24 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. 1995 Stock Incentive Plan and had no acquisition price. F1 · derivative.exercise_date: Options for the purchase of 3,139 shares of common stock at $34.88 per share were granted to Mr. Estes on January 24, 2005, which grant has previously been reported. The partial exercise of these options for the purchase of 2,985 shares has previously been reported. Of the remaining options, options for the purchase of 154 shares vested on January 15, 2010. F1 · derivative.underlying_shares: Options for the purchase of 3,139 shares of common stock at $34.88 per share were granted to Mr. Estes on January 24, 2005, which grant has previously been reported. The partial exercise of these options for the purchase of 2,985 shares has previously been reported. Of the remaining options, options for the purchase of 154 shares vested on January 15, 2010. Read SEC document |
| November 20, 2012 Filed Nov 21, 2012 16:46 UTC | WELLTOWER INC. HCN · Entity 2853 | SaleCommon Stock | 8,345 | $60.51 | $504,943.43 |
DisclosureSEC source: 0001209191-12-054221 · doc4.xml · nonDerivative · entry 3 ESTES SCOTT A · CIK 0001242824 · EVP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 71,931 Read SEC document |
| November 20, 2012 Filed Nov 21, 2012 16:46 UTC | WELLTOWER INC. HCN · Entity 2853 | Exercise / conversionCommon Stock | 8,191 | $36.50 | $298,971.50 |
DisclosureSEC source: 0001209191-12-054221 · doc4.xml · nonDerivative · entry 2 ESTES SCOTT A · CIK 0001242824 · EVP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 80,276 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 20, 2012 Filed Nov 21, 2012 16:46 UTC | WELLTOWER INC. HCN · Entity 2853 | Exercise / conversionCommon Stock | 154 | $34.88 | $5,371.52 |
DisclosureSEC source: 0001209191-12-054221 · doc4.xml · nonDerivative · entry 1 ESTES SCOTT A · CIK 0001242824 · EVP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 72,085 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 01, 2012 Filed Mar 2, 2012 21:11 UTC | WELLTOWER INC. HCN · Entity 2853 | Exercise / conversionOption (Right to Buy) · Derivative | 1,500 | $0.00 Strike: $34.88 | $0.00 |
DisclosureSEC source: 0001209191-12-015055 · doc4.xml · derivative · entry 3 ESTES SCOTT A · CIK 0001242824 · EVP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 154 Underlying: Common · 1,654 shares Expires 2015-01-24 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. 1995 Stock Incentive Plan and had no acquisition price. F2 · derivative.exercise_date: Options for the purchase of 3,139 shares of common stock at $34.88 per share were granted to Mr. Estes on January 24, 2005, which grant has previously been reported. The partial exercise of these options for the purchase of 1,485 shares has previously been reported. Of the remaining options, options for the purchase of 399 shares vested on January 15, 2008, options for the purchase of 628 shares vested on January 15, 2009 and options for the purchase of 627 shares vested on January 15, 2010. F2 · derivative.underlying_shares: Options for the purchase of 3,139 shares of common stock at $34.88 per share were granted to Mr. Estes on January 24, 2005, which grant has previously been reported. The partial exercise of these options for the purchase of 1,485 shares has previously been reported. Of the remaining options, options for the purchase of 399 shares vested on January 15, 2008, options for the purchase of 628 shares vested on January 15, 2009 and options for the purchase of 627 shares vested on January 15, 2010. Read SEC document |
| March 01, 2012 Filed Mar 2, 2012 21:11 UTC | WELLTOWER INC. HCN · Entity 2853 | SaleCommon Stock | 1,500 | $54.53 | $81,795.00 |
DisclosureSEC source: 0001209191-12-015055 · doc4.xml · nonDerivative · entry 2 ESTES SCOTT A · CIK 0001242824 · EVP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 71,931 F1 · kind: The shares coverd by this Form 4 have been sold pursuant to a Rule 10b5-1 Sales Plan dated September 20, 2011. Read SEC document |
| March 01, 2012 Filed Mar 2, 2012 21:11 UTC | WELLTOWER INC. HCN · Entity 2853 | Exercise / conversionCommon Stock | 1,500 | $34.88 | $52,320.00 |
DisclosureSEC source: 0001209191-12-015055 · doc4.xml · nonDerivative · entry 1 ESTES SCOTT A · CIK 0001242824 · EVP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 73,431 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 01, 2012 Filed Feb 2, 2012 22:44 UTC | WELLTOWER INC. HCN · Entity 2853 | Exercise / conversionOption (Right to Buy) · Derivative | 1,485 | $0.00 Strike: $34.88 | $0.00 |
DisclosureSEC source: 0001209191-12-007113 · doc4.xml · derivative · entry 10 ESTES SCOTT A · CIK 0001242824 · EVP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,654 Underlying: Common · 3,139 shares Expires 2015-01-24 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. F8 · price: The options were granted under the Health Care REIT, Inc. 1995 Stock Incentive Plan and had no acquisition price. F9 · derivative.exercise_date: Options for the purchase of 3,139 shares of common stock at $34.88 per share were granted to Mr. Estes on January 24, 2005, which grant has previously been reported. Options for the purchase of 628 shares vested on January 15 of each 2006, 2007, 2008 and 2009 and options for the purchase of 627 shares vested on January 15, 2010. F9 · derivative.underlying_shares: Options for the purchase of 3,139 shares of common stock at $34.88 per share were granted to Mr. Estes on January 24, 2005, which grant has previously been reported. Options for the purchase of 628 shares vested on January 15 of each 2006, 2007, 2008 and 2009 and options for the purchase of 627 shares vested on January 15, 2010. Read SEC document |
| February 01, 2012 Filed Feb 2, 2012 22:44 UTC | WELLTOWER INC. HCN · Entity 2853 | Exercise / conversionOption (Right to Buy) · Derivative | 15 | $0.00 Strike: $37.00 | $0.00 |
DisclosureSEC source: 0001209191-12-007113 · doc4.xml · derivative · entry 9 ESTES SCOTT A · CIK 0001242824 · EVP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common · 15 shares Expires 2014-01-26 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F8 · price: The options were granted under the Health Care REIT, Inc. 1995 Stock Incentive Plan and had no acquisition price. F7 · derivative.exercise_date: Options for the purchase of 6,015 shares of common stock at $37.00 per share were granted to Mr. Estes on January 26, 2004, which grant has previously been reported. The partial exercise of these options for the purchase of 6,000 has previously been reported. Of the remaining options, options for the purchase of 15 shares vested on January 15, 2009. F7 · derivative.underlying_shares: Options for the purchase of 6,015 shares of common stock at $37.00 per share were granted to Mr. Estes on January 26, 2004, which grant has previously been reported. The partial exercise of these options for the purchase of 6,000 has previously been reported. Of the remaining options, options for the purchase of 15 shares vested on January 15, 2009. Read SEC document |
| February 01, 2012 Filed Feb 2, 2012 22:44 UTC | WELLTOWER INC. HCN · Entity 2853 | SaleCommon Stock | 1,500 | $57.30 | $85,950.00 |
DisclosureSEC source: 0001209191-12-007113 · doc4.xml · nonDerivative · entry 7 ESTES SCOTT A · CIK 0001242824 · EVP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 71,931 F5 · kind: The shares coverd by this Form 4 have been sold pursuant to a Rule 10b5-1 Sales Plan dated September 20, 2011. Read SEC document |
| February 01, 2012 Filed Feb 2, 2012 22:44 UTC | WELLTOWER INC. HCN · Entity 2853 | Exercise / conversionCommon Stock | 1,485 | $34.88 | $51,796.80 |
DisclosureSEC source: 0001209191-12-007113 · doc4.xml · nonDerivative · entry 6 ESTES SCOTT A · CIK 0001242824 · EVP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 73,431 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 01, 2012 Filed Feb 2, 2012 22:44 UTC | WELLTOWER INC. HCN · Entity 2853 | Exercise / conversionCommon Stock | 15 | $37.00 | $555.00 |
DisclosureSEC source: 0001209191-12-007113 · doc4.xml · nonDerivative · entry 5 ESTES SCOTT A · CIK 0001242824 · EVP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 71,946 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.