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 |
|---|---|---|---|---|---|---|
| January 31, 2012 Filed Feb 2, 2012 22:44 UTC | WELLTOWER INC. HCN · Entity 2853 | Exercise / conversionDeferred Stock Units · Derivative | 4,361 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001209191-12-007113 · doc4.xml · derivative · entry 8 ESTES SCOTT A · CIK 0001242824 · EVP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,082 Underlying: Common · 4,361 shares Expires 2012-01-31 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. F6 · 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, 2012, 4,361 units vesting on January 31 of each of 2015 and 2016 and 4,360 units vesting on January 31, 2017. F6 · 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, 2012, 4,361 units vesting on January 31 of each of 2015 and 2016 and 4,360 units vesting on January 31, 2017. F6 · 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, 2012, 4,361 units vesting on January 31 of each of 2015 and 2016 and 4,360 units vesting on January 31, 2017. F6 · 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, 2012, 4,361 units vesting on January 31 of each of 2015 and 2016 and 4,360 units vesting on January 31, 2017. F2 · derivative.underlying_shares: The reported transaction was a vesting of 4,361 deferred stock units on January 31, 2012, 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, 2012 Filed Feb 2, 2012 22:44 UTC | WELLTOWER INC. HCN · Entity 2853 | Tax withholdingCommon Stock | 1,436 | $57.21 | $82,153.56 |
DisclosureSEC source: 0001209191-12-007113 · doc4.xml · nonDerivative · entry 4 ESTES SCOTT A · CIK 0001242824 · EVP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 71,931 F4 · 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, 2012. Read SEC document |
| January 31, 2012 Filed Feb 2, 2012 22:44 UTC | WELLTOWER INC. HCN · Entity 2853 | Tax withholdingCommon Stock | 446 | $57.21 | $25,515.66 |
DisclosureSEC source: 0001209191-12-007113 · doc4.xml · nonDerivative · entry 3 ESTES SCOTT A · CIK 0001242824 · EVP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 73,367 F3 · shares: Tax withholding in shares of common stock on 1,356 performance shares granted on January 27, 2011, which grant vested on January 31, 2012. Read SEC document |
| January 31, 2012 Filed Feb 2, 2012 22:44 UTC | WELLTOWER INC. HCN · Entity 2853 | Exercise / conversionCommon Stock | 4,361 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-12-007113 · doc4.xml · nonDerivative · entry 2 ESTES SCOTT A · CIK 0001242824 · EVP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 73,813 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. F2 · shares: The reported transaction was a vesting of 4,361 deferred stock units on January 31, 2012, 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. F2 · price: The reported transaction was a vesting of 4,361 deferred stock units on January 31, 2012, 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, 2012 Filed Feb 2, 2012 22:44 UTC | WELLTOWER INC. HCN · Entity 2853 | GrantCommon Stock | 1,356 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-12-007113 · doc4.xml · nonDerivative · entry 1 ESTES SCOTT A · CIK 0001242824 · EVP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 69,452 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 26, 2012 Filed Jan 30, 2012 20:10 UTC | WELLTOWER INC. HCN · Entity 2853 | GrantDeferred Stock Units · Derivative | 17,443 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001209191-12-006055 · doc4.xml · derivative · entry 3 ESTES SCOTT A · CIK 0001242824 · EVP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,443 Underlying: Common · 17,443 shares Expires 2017-01-31 F4 · 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 vesting on January 31, 2012, 4,361 units vesting on January 31 of each of 2015 and 2016 and 4,360 units vesting on January 31, 2017. F4 · 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 vesting on January 31, 2012, 4,361 units vesting on January 31 of each of 2015 and 2016 and 4,360 units vesting on January 31, 2017. F4 · 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 vesting on January 31, 2012, 4,361 units vesting on January 31 of each of 2015 and 2016 and 4,360 units vesting on January 31, 2017. F4 · 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 vesting on January 31, 2012, 4,361 units vesting on January 31 of each of 2015 and 2016 and 4,360 units vesting on January 31, 2017. F4 · derivative.underlying_shares: 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 vesting on January 31, 2012, 4,361 units vesting on January 31 of each of 2015 and 2016 and 4,360 units vesting on January 31, 2017. Read SEC document |
| January 26, 2012 Filed Jan 30, 2012 20:10 UTC | WELLTOWER INC. HCN · Entity 2853 | GrantOption (Right to Buy) · Derivative | 24,305 | $0.00 Strike: $57.33 | $0.00 |
DisclosureSEC source: 0001209191-12-006055 · doc4.xml · derivative · entry 2 ESTES SCOTT A · CIK 0001242824 · EVP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 24,305 Underlying: Common · 24,305 shares Expires 2022-01-26 F3 · price: The options were granted under the Amended and Restated Health Care REIT, Inc. 2005 Long-Term Incentive Plan and had no acquisition price. F2 · derivative.exercise_date: Options for the purchase of 24,305 shares of common stock at $57.33 per share were granted to Mr. Estes on January 26, 2012. Options for the purchase of 4,861 shares will vest on January 15 of each of 2013, 2014, 2015, 2016 and 2017. F2 · derivative.underlying_shares: Options for the purchase of 24,305 shares of common stock at $57.33 per share were granted to Mr. Estes on January 26, 2012. Options for the purchase of 4,861 shares will vest on January 15 of each of 2013, 2014, 2015, 2016 and 2017. Read SEC document |
| January 26, 2012 Filed Jan 30, 2012 20:10 UTC | WELLTOWER INC. HCN · Entity 2853 | GrantCommon Stock | 14,130 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-12-006055 · doc4.xml · nonDerivative · entry 1 ESTES SCOTT A · CIK 0001242824 · EVP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 68,096 F1 · price: The shares were granted without cash consideration as shares of restricted stock under the Amended and Restated Health Care REIT, Inc. 2005 Long-Term Incentive Plan. Read SEC document |
| January 15, 2012 Filed Jan 17, 2012 22:34 UTC | WELLTOWER INC. HCN · Entity 2853 | Tax withholdingCommon Stock | 3,415 | $55.53 | $189,634.95 |
DisclosureSEC source: 0001209191-12-003908 · doc4.xml · nonDerivative · entry 1 ESTES SCOTT A · CIK 0001242824 · EVP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 53,966 Read SEC document |
| January 03, 2012 Filed Jan 3, 2012 21:07 UTC | WELLTOWER INC. HCN · Entity 2853 | Exercise / conversionOption (Right to Buy) · Derivative | 1,500 | $0.00 Strike: $37.00 | $0.00 |
DisclosureSEC source: 0001209191-12-000368 · doc4.xml · derivative · entry 3 ESTES SCOTT A · CIK 0001242824 · EVP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15 Underlying: Common · 1,515 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. 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 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 4,500 has previously been reported. Of the remaining options, options for the purchase of 312 shares vested on January 15, 2008 and options for the purchase of 1,203 shares vested on January 15, 2009. F2 · 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 4,500 has previously been reported. Of the remaining options, options for the purchase of 312 shares vested on January 15, 2008 and options for the purchase of 1,203 shares vested on January 15, 2009. Read SEC document |
| January 03, 2012 Filed Jan 3, 2012 21:07 UTC | WELLTOWER INC. HCN · Entity 2853 | SaleCommon Stock | 1,500 | $55.12 | $82,680.00 |
DisclosureSEC source: 0001209191-12-000368 · doc4.xml · nonDerivative · entry 2 ESTES SCOTT A · CIK 0001242824 · EVP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 57,381 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 |
| January 03, 2012 Filed Jan 3, 2012 21:07 UTC | WELLTOWER INC. HCN · Entity 2853 | Exercise / conversionCommon Stock | 1,500 | $37.00 | $55,500.00 |
DisclosureSEC source: 0001209191-12-000368 · doc4.xml · nonDerivative · entry 1 ESTES SCOTT A · CIK 0001242824 · EVP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 58,881 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| December 02, 2011 Filed Dec 5, 2011 21:35 UTC | WELLTOWER INC. HCN · Entity 2853 | Exercise / conversionOption (Right to Buy) · Derivative | 1,500 | $0.00 Strike: $37.00 | $0.00 |
DisclosureSEC source: 0001209191-11-059495 · doc4.xml · derivative · entry 3 ESTES SCOTT A · CIK 0001242824 · EVP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,515 Underlying: Common · 3,015 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. 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 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 3,000 has previously been reported. Of the remaining options, options for the purchase of 609 shares vested on January 15, 2007 and options for the purchase of 1,203 shares vested on January 15 of each of 2008 and 2009. F2 · 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 3,000 has previously been reported. Of the remaining options, options for the purchase of 609 shares vested on January 15, 2007 and options for the purchase of 1,203 shares vested on January 15 of each of 2008 and 2009. Read SEC document |
| December 02, 2011 Filed Dec 5, 2011 21:35 UTC | WELLTOWER INC. HCN · Entity 2853 | SaleCommon Stock | 1,500 | $50.09 | $75,135.00 |
DisclosureSEC source: 0001209191-11-059495 · doc4.xml · nonDerivative · entry 2 ESTES SCOTT A · CIK 0001242824 · EVP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 57,381 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 |
| December 02, 2011 Filed Dec 5, 2011 21:35 UTC | WELLTOWER INC. HCN · Entity 2853 | Exercise / conversionCommon Stock | 1,500 | $37.00 | $55,500.00 |
DisclosureSEC source: 0001209191-11-059495 · doc4.xml · nonDerivative · entry 1 ESTES SCOTT A · CIK 0001242824 · EVP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 58,881 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 01, 2011 Filed Nov 3, 2011 20:15 UTC | WELLTOWER INC. HCN · Entity 2853 | Exercise / conversionOption (Right to Buy) · Derivative | 1,500 | $0.00 Strike: $37.00 | $0.00 |
DisclosureSEC source: 0001209191-11-054171 · doc4.xml · derivative · entry 3 ESTES SCOTT A · CIK 0001242824 · EVP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,015 Underlying: Common · 4,515 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. 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 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 1,500 has previously been reported. Of the remaining options, options for the purchase of 906 shares vested on January 15, 2006 and options for the purchase of 1,203 shares vested on January 15 of each of 2007, 2008 and 2009. F2 · 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 1,500 has previously been reported. Of the remaining options, options for the purchase of 906 shares vested on January 15, 2006 and options for the purchase of 1,203 shares vested on January 15 of each of 2007, 2008 and 2009. Read SEC document |
| November 01, 2011 Filed Nov 3, 2011 20:15 UTC | WELLTOWER INC. HCN · Entity 2853 | SaleCommon Stock | 1,500 | $50.99 | $76,485.00 |
DisclosureSEC source: 0001209191-11-054171 · doc4.xml · nonDerivative · entry 2 ESTES SCOTT A · CIK 0001242824 · EVP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 57,381 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 |
| November 01, 2011 Filed Nov 3, 2011 20:15 UTC | WELLTOWER INC. HCN · Entity 2853 | Exercise / conversionCommon Stock | 1,500 | $37.00 | $55,500.00 |
DisclosureSEC source: 0001209191-11-054171 · doc4.xml · nonDerivative · entry 1 ESTES SCOTT A · CIK 0001242824 · EVP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 58,881 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 24, 2011 Filed Oct 25, 2011 20:32 UTC | WELLTOWER INC. HCN · Entity 2853 | Exercise / conversionOption (Right to Buy) · Derivative | 1,500 | $0.00 Strike: $37.00 | $0.00 |
DisclosureSEC source: 0001209191-11-052628 · doc4.xml · derivative · entry 3 ESTES SCOTT A · CIK 0001242824 · EVP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,515 Underlying: Common · 6,015 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. 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 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. Options for the purchase of 1,203 shares vested on January 15 of each of 2005, 2006, 2007, 2008 and 2009. F2 · 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. Options for the purchase of 1,203 shares vested on January 15 of each of 2005, 2006, 2007, 2008 and 2009. Read SEC document |
| October 24, 2011 Filed Oct 25, 2011 20:32 UTC | WELLTOWER INC. HCN · Entity 2853 | SaleCommon Stock | 1,500 | $50.00 | $75,000.00 |
DisclosureSEC source: 0001209191-11-052628 · doc4.xml · nonDerivative · entry 2 ESTES SCOTT A · CIK 0001242824 · EVP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 57,381 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 |
| October 24, 2011 Filed Oct 25, 2011 20:32 UTC | WELLTOWER INC. HCN · Entity 2853 | Exercise / conversionCommon Stock | 1,500 | $37.00 | $55,500.00 |
DisclosureSEC source: 0001209191-11-052628 · doc4.xml · nonDerivative · entry 1 ESTES SCOTT A · CIK 0001242824 · EVP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 58,881 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 23, 2011 Filed Mar 24, 2011 20:17 UTC | WELLTOWER INC. HCN · Entity 2853 | Tax withholdingCommon Stock | 356 | $50.45 | $17,960.20 |
DisclosureSEC source: 0001209191-11-019537 · doc4.xml · nonDerivative · entry 1 ESTES SCOTT A · CIK 0001242824 · EVP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 57,381 Read SEC document |
| January 27, 2011 Filed Jan 31, 2011 21:21 UTC | WELLTOWER INC. HCN · Entity 2853 | GrantOption (Right to Buy) · Derivative | 19,482 | $0.00 Strike: $49.17 | $0.00 |
DisclosureSEC source: 0001209191-11-005774 · doc4.xml · derivative · entry 2 ESTES SCOTT A · CIK 0001242824 · EVP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,482 Underlying: Common · 19,482 shares Expires 2021-01-27 F3 · price: The options were granted under the Amended and Restated Health Care REIT, Inc. 2005 Long-Term Incentive Plan and had no acquisition price. F2 · derivative.exercise_date: Options for the purchase of 19,482 shares of common stock at $49.17 per share were granted to Mr. Estes on January 27, 2011. Options for the purchase of 3,897 shares will vest on January 15 of each of 2012 and 2013 and options for the purchase of 3,896 shares will vest on January 15 of each of 2014, 2015 and 2016. F2 · derivative.underlying_shares: Options for the purchase of 19,482 shares of common stock at $49.17 per share were granted to Mr. Estes on January 27, 2011. Options for the purchase of 3,897 shares will vest on January 15 of each of 2012 and 2013 and options for the purchase of 3,896 shares will vest on January 15 of each of 2014, 2015 and 2016. Read SEC document |
| January 27, 2011 Filed Jan 31, 2011 21:21 UTC | WELLTOWER INC. HCN · Entity 2853 | GrantCommon Stock | 11,411 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-11-005774 · doc4.xml · nonDerivative · entry 1 ESTES SCOTT A · CIK 0001242824 · EVP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 57,737 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. Mr. Estes received an award of 4,068 performance shares at the same time. This award will entitle him to receive shares of common stock, which vest in equal installments over a three-year period, if certain company-level performance measures are achieved in 2011. The performance shares are neither equity securities nor derivative securities as defined by the Commission for purposes of this Form and, accordingly, are not reported separately herein. Read SEC document |
| January 15, 2011 Filed Jan 19, 2011 22:02 UTC | WELLTOWER INC. HCN · Entity 2853 | Tax withholdingCommon Stock | 2,992 | $47.05 | $140,773.60 |
DisclosureSEC source: 0001209191-11-003861 · doc4.xml · nonDerivative · entry 1 ESTES SCOTT A · CIK 0001242824 · EVP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 46,326 Read SEC document |
| March 23, 2010 Filed Mar 24, 2010 20:54 UTC | WELLTOWER INC. HCN · Entity 2853 | Tax withholdingCommon Stock | 357 | $46.25 | $16,511.25 |
DisclosureSEC source: 0001209191-10-018593 · doc4.xml · nonDerivative · entry 1 ESTES SCOTT A · CIK 0001242824 · EVP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 49,318 Read SEC document |
| January 28, 2010 Filed Jan 29, 2010 21:23 UTC | WELLTOWER INC. HCN · Entity 2853 | GrantOption (Right to Buy) · Derivative | 23,776 | $0.00 Strike: $43.29 | $0.00 |
DisclosureSEC source: 0001209191-10-005577 · doc4.xml · derivative · entry 2 ESTES SCOTT A · CIK 0001242824 · EVP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 23,776 Underlying: Common · 23,776 shares Expires 2020-01-28 F3 · price: The options were granted under the Amended and Restated Health Care REIT, Inc. 2005 Long-Term Incentive Plan and had no acquisition price. F2 · derivative.exercise_date: Options for the purchase of 23,776 shares of common stock at $43.29 per share were granted to Mr. Estes on January 28, 2010. Options for the purchase of 4,756 shares will vest on January 15, 2011 and options for the purchase of 4,755 shares will vest on January 15 of each of 2012, 2013, 2014 and 2015. F2 · derivative.underlying_shares: Options for the purchase of 23,776 shares of common stock at $43.29 per share were granted to Mr. Estes on January 28, 2010. Options for the purchase of 4,756 shares will vest on January 15, 2011 and options for the purchase of 4,755 shares will vest on January 15 of each of 2012, 2013, 2014 and 2015. Read SEC document |
| January 28, 2010 Filed Jan 29, 2010 21:23 UTC | WELLTOWER INC. HCN · Entity 2853 | GrantCommon Stock | 12,885 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-10-005577 · doc4.xml · nonDerivative · entry 1 ESTES SCOTT A · CIK 0001242824 · EVP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 49,675 F1 · price: The shares were granted without cash consideration as shares of restricted stock under the Amended and Restated Health Care REIT, Inc. 2005 Long-Term Incentive Plan. Read SEC document |
| January 15, 2010 Filed Jan 20, 2010 15:22 UTC | WELLTOWER INC. HCN · Entity 2853 | Tax withholdingCommon Stock | 2,385 | $44.30 | $105,655.50 |
DisclosureSEC source: 0001209191-10-003790 · doc4.xml · nonDerivative · entry 1 ESTES SCOTT A · CIK 0001242824 · EVP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 36,790 Read SEC document |
| March 23, 2009 Filed Mar 25, 2009 20:38 UTC | WELLTOWER INC. HCN · Entity 2853 | Tax withholdingCommon Stock | 357 | $34.82 | $12,430.74 |
DisclosureSEC source: 0001209191-09-018279 · doc4.xml · nonDerivative · entry 1 ESTES SCOTT A · CIK 0001242824 · EVP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 39,175 Read SEC document |
| January 29, 2009 Filed Feb 2, 2009 19:44 UTC | WELLTOWER INC. HCN · Entity 2853 | GrantOption (Right to Buy) · Derivative | 33,813 | $0.00 Strike: $37.00 | $0.00 |
DisclosureSEC source: 0001209191-09-005794 · doc4.xml · derivative · entry 2 ESTES SCOTT A · CIK 0001242824 · EVP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 33,813 Underlying: Common · 33,813 shares Expires 2019-01-29 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. Options for the purchase of 6,763 shares will vest on January 15 of each 2010, 2011 and 2012 and options for the purchase of 6,762 shares will vest on January 15 of each 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. Options for the purchase of 6,763 shares will vest on January 15 of each 2010, 2011 and 2012 and options for the purchase of 6,762 shares will vest on January 15 of each 2013 and 2014. Read SEC document |
| January 29, 2009 Filed Feb 2, 2009 19:44 UTC | WELLTOWER INC. HCN · Entity 2853 | GrantCommon Stock | 12,008 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-09-005794 · doc4.xml · nonDerivative · entry 1 ESTES SCOTT A · CIK 0001242824 · EVP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 39,532 F1 · price: The shares were granted without cash consideration as shares of restricted stock under the Health Care REIT, Inc. 2005 Long-Term Incentive Plan. Read SEC document |
| January 15, 2009 Filed Jan 16, 2009 21:59 UTC | WELLTOWER INC. HCN · Entity 2853 | Tax withholdingCommon Stock | 1,820 | $37.35 | $67,977.00 |
DisclosureSEC source: 0001209191-09-003571 · doc4.xml · nonDerivative · entry 1 ESTES SCOTT A · CIK 0001242824 · Senior Vice President and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 27,524 Read SEC document |
| May 15, 2008 Filed May 16, 2008 20:27 UTC | WELLTOWER INC. HCN · Entity 2853 | SaleCommon Stock | 883 | $49.00 | $43,267.00 |
DisclosureSEC source: 0001209191-08-030902 · doc4.xml · nonDerivative · entry 1 ESTES SCOTT A · CIK 0001242824 · Senior Vice President and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 29,344 Read SEC document |
| March 23, 2008 Filed Mar 25, 2008 20:36 UTC | WELLTOWER INC. HCN · Entity 2853 | Tax withholdingCommon Stock | 357 | $45.53 | $16,254.21 |
DisclosureSEC source: 0001209191-08-020048 · doc4.xml · nonDerivative · entry 1 ESTES SCOTT A · CIK 0001242824 · Senior Vice President and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 30,227 Read SEC document |
| January 21, 2008 Filed Jan 22, 2008 20:44 UTC | WELLTOWER INC. HCN · Entity 2853 | GrantOption (Right to Buy) · Derivative | 18,257 | $0.00 Strike: $40.83 | $0.00 |
DisclosureSEC source: 0001209191-08-004728 · doc4.xml · derivative · entry 2 ESTES SCOTT A · CIK 0001242824 · Senior Vice President and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,257 Underlying: Common · 18,257 shares Expires 2018-01-21 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. Options for the purchase of 3,652 shares will vest on January 15 of each of 2009 and 2010 and options for the purchase of 3,651 shares will vest on January 15 of each 2011, 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. Options for the purchase of 3,652 shares will vest on January 15 of each of 2009 and 2010 and options for the purchase of 3,651 shares will vest on January 15 of each 2011, 2012 and 2013. Read SEC document |
| January 21, 2008 Filed Jan 22, 2008 20:44 UTC | WELLTOWER INC. HCN · Entity 2853 | GrantCommon Stock | 8,383 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-08-004728 · doc4.xml · nonDerivative · entry 1 ESTES SCOTT A · CIK 0001242824 · Senior Vice President and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 30,584 F1 · price: The shares were granted without cash consideration as shares of restricted stock under the Health Care REIT, Inc. 2005 Long-Term Incentive Plan. Read SEC document |
| January 15, 2008 Filed Jan 17, 2008 20:56 UTC | WELLTOWER INC. HCN · Entity 2853 | Tax withholdingCommon Stock | 1,720 | $42.89 | $73,770.80 |
DisclosureSEC source: 0001209191-08-004163 · doc4.xml · nonDerivative · entry 1 ESTES SCOTT A · CIK 0001242824 · Senior Vice President and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 22,201 Read SEC document |
| March 23, 2007 Filed Mar 27, 2007 18:58 UTC | WELLTOWER INC. HCN · Entity 2853 | Tax withholdingCommon Stock | 357 | $45.47 | $16,232.79 |
DisclosureSEC source: 0001209191-07-019987 · doc4.xml · nonDerivative · entry 1 ESTES SCOTT A · CIK 0001242824 · Senior Vice President and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 23,921 Read SEC document |
| March 05, 2007 Filed Mar 6, 2007 22:00 UTC | WELLTOWER INC. HCN · Entity 2853 | SaleCommon Stock | 1,250 | $42.94 | $53,675.00 |
DisclosureSEC source: 0001209191-07-015993 · doc4.xml · nonDerivative · entry 1 ESTES SCOTT A · CIK 0001242824 · Senior Vice President and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 24,278 Read SEC document |
| January 22, 2007 Filed Jan 24, 2007 22:22 UTC | WELLTOWER INC. HCN · Entity 2853 | GrantOption (Right to Buy) · Derivative | 6,805 | $0.00 Strike: $45.73 | $0.00 |
DisclosureSEC source: 0001209191-07-004938 · doc4.xml · derivative · entry 2 ESTES SCOTT A · CIK 0001242824 · Senior Vice President and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,805 Underlying: Common · 6,805 shares Expires 2017-01-22 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. Options for the purchase of 1,362 shares will vest on January 15 of each of 2008 and 2009, options for the purchase of 1,361 shares will vest on January 15, 2010 and options for the purchase of 1,360 shares will vest 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. Options for the purchase of 1,362 shares will vest on January 15 of each of 2008 and 2009, options for the purchase of 1,361 shares will vest on January 15, 2010 and options for the purchase of 1,360 shares will vest on January 15 of each of 2011 and 2012. Read SEC document |
| January 22, 2007 Filed Jan 24, 2007 22:22 UTC | WELLTOWER INC. HCN · Entity 2853 | GrantCommon Stock | 6,506 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-07-004938 · doc4.xml · nonDerivative · entry 1 ESTES SCOTT A · CIK 0001242824 · Senior Vice President and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 25,528 F1 · price: The shares were granted without cash consideration as shares of restricted stock under the Health Care REIT, Inc. 2005 Long-Term Incentive Plan. Read SEC document |
| January 15, 2007 Filed Jan 17, 2007 19:57 UTC | WELLTOWER INC. HCN · Entity 2853 | Tax withholdingCommon Stock | 1,300 | $44.79 | $58,227.00 |
DisclosureSEC source: 0001209191-07-003829 · doc4.xml · nonDerivative · entry 1 ESTES SCOTT A · CIK 0001242824 · Senior Vice President and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,022 Read SEC document |
| March 23, 2006 Filed Mar 24, 2006 15:35 UTC | WELLTOWER INC. HCN · Entity 2853 | GrantCommon Stock | 5,299 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-06-019711 · doc4.xml · nonDerivative · entry 1 ESTES SCOTT A · CIK 0001242824 · Senior Vice President and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,322 F1 · price: These shares were granted without cash consideration as shares of restricted stock under the Health Care REIT, Inc. 2005 Long-Term Incentive Plan. Read SEC document |
| January 23, 2006 Filed Jan 25, 2006 22:06 UTC | WELLTOWER INC. HCN · Entity 2853 | GrantOption (Rigiht to Buy) · Derivative | 8,191 | $0.00 Strike: $36.50 | $0.00 |
DisclosureSEC source: 0001209191-06-005039 · doc4.xml · derivative · entry 2 ESTES SCOTT A · CIK 0001242824 · Vice President-Finance 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,191 Underlying: Common · 8,191 shares Expires 2016-01-23 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 8,191 shares of common stock at $36.50 per share were granted to Mr. Estes on January 23, 2006. Options for the purchase of 1,639 shares will vest on January 15 of each 2007 and 2008, options for the purchase of 1,638 shares will vest on January 15 of each 2009 and 2010, and options for the purchase of 1,637 shares will vest on January 15, 2011. F2 · 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. Options for the purchase of 1,639 shares will vest on January 15 of each 2007 and 2008, options for the purchase of 1,638 shares will vest on January 15 of each 2009 and 2010, and options for the purchase of 1,637 shares will vest on January 15, 2011. Read SEC document |
| January 23, 2006 Filed Jan 25, 2006 22:06 UTC | WELLTOWER INC. HCN · Entity 2853 | GrantCommon Stock | 3,545 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-06-005039 · doc4.xml · nonDerivative · entry 1 ESTES SCOTT A · CIK 0001242824 · Vice President-Finance 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,023 F1 · price: These shares were granted without cash consideration as shares of restricted stock under the Health Care REIT, Inc. 2005 Long-Term Incentive Plan. Read SEC document |
| January 15, 2006 Filed Jan 18, 2006 23:32 UTC | WELLTOWER INC. HCN · Entity 2853 | Tax withholdingCommon Stock | 1,075 | $36.23 | $38,947.25 |
DisclosureSEC source: 0001209191-06-003984 · doc4.xml · nonDerivative · entry 1 ESTES SCOTT A · CIK 0001242824 · Vice President-Finance 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,478 Read SEC document |
| January 24, 2005 Filed Jan 26, 2005 16:52 UTC | WELLTOWER INC. HCN · Entity 2853 | GrantOption (Right to Buy) · Derivative | 3,139 | $0.00 Strike: $34.88 | $0.00 |
DisclosureSEC source: 0001209191-05-004820 · doc4.xml · derivative · entry 2 ESTES SCOTT A · CIK 0001242824 · Vice President-Finance 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,139 Underlying: Common · 3,139 shares Expires 2015-01-24 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. Options for the purchase of 628 shares will vest on January 15 of each 2006, 2007, 2008 and 2009 and options for the purchase of 627 shares will vest 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. Options for the purchase of 628 shares will vest on January 15 of each 2006, 2007, 2008 and 2009 and options for the purchase of 627 shares will vest on January 15, 2010. Read SEC document |
| January 24, 2005 Filed Jan 26, 2005 16:52 UTC | WELLTOWER INC. HCN · Entity 2853 | GrantCommon Stock | 3,368 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-05-004820 · doc4.xml · nonDerivative · entry 1 ESTES SCOTT A · CIK 0001242824 · Vice President-Finance 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,553 F1 · price: These shares were granted without cash consideration as shares of restricted stock under the Health Care REIT, Inc. 1995 Stock Incentive Plan. Read SEC document |
| January 15, 2005 Filed Jan 18, 2005 19:28 UTC | WELLTOWER INC. HCN · Entity 2853 | Tax withholdingCommon Stock | 843 | $34.64 | $29,201.52 |
DisclosureSEC source: 0001209191-05-003367 · doc4.xml · nonDerivative · entry 1 ESTES SCOTT A · CIK 0001242824 · Vice President-Finance 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,185 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.