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person · Reporting owner

ESTES SCOTT A

Disclosed activity across 4 companies

Tapewire entity
16166
SEC CIK
0001242824

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Reported relationships

Latest disclosed role at each company.

CompanyLast reported asReport datePublished
American Healthcare REIT, Inc.AHR · Entity 3443DirectorJune 24, 2026June 26, 2026
ESSENTIAL PROPERTIES REALTY TRUST, INC.EPRT · Entity 3748DirectorMay 13, 2026May 15, 2026
JBG SMITH PropertiesJBGS · Entity 5014DirectorApril 30, 2026May 01, 2026
WELLTOWER INC.HCN · Entity 2853EVP and CFOApril 13, 2017August 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 / awardOwnership accountDisclosed shares / unitsDisclosure context
Common StockSEC Table I · non-derivativeDirect21,489 Reported balance After 2026-06-24 transaction · row 1
1 source row

Row 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 / awardOwnership accountDisclosed shares / unitsDisclosure context
OP UnitsSEC Table II · derivative / convertible securityDirect3,837 Reported balance After 2026-05-13 transaction · row 1 Instrument identity requires review; Table II rows are not merged.
1 source row

Row 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 / awardOwnership accountDisclosed shares / unitsDisclosure context
LTIP UnitsSEC Table II · derivative / convertible securityDirect119,727 Reported balance After 2026-04-30 transaction · row 1 Instrument identity requires review; Table II rows are not merged.
1 source row

Row 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 / awardOwnership accountDisclosed shares / unitsDisclosure context
Performance-Based Restricted Stock UnitsSEC Table II · derivative / convertible securityDirect2,991 Reported balance After 2017-04-13 transaction · row 1 Amendment: may correct only part of an earlier disclosure.
1 source row

Row 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

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Purchases/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 dateCompanyActivity / securityShares / unitsReported priceReported valueDetails
January 26, 2004 Filed Jan 28, 2004 21:42 UTC WELLTOWER INC. HCN · Entity 2853 GrantOption (Right to Buy) · Derivative 6,015 $0.00 Strike: $37.00 $0.00
Disclosure

SEC source: 0001209191-04-005127 · doc4.xml · derivative · entry 2

ESTES SCOTT A · CIK 0001242824 · Vice President-Finance

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 6,015

Underlying: Common · 6,015 shares

Expires 2014-01-26

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. Options for the purchase of 1,203 shares will vest on January 15 of each 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. Options for the purchase of 1,203 shares will vest on January 15 of each 2005, 2006, 2007, 2008 and 2009.

Read SEC document
January 26, 2004 Filed Jan 28, 2004 21:42 UTC WELLTOWER INC. HCN · Entity 2853 GrantCommon Stock 3,565 $0.00 $0.00
Disclosure

SEC source: 0001209191-04-005127 · doc4.xml · nonDerivative · entry 1

ESTES SCOTT A · CIK 0001242824 · Vice President-Finance

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 10,028

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, 2004 Filed Jan 20, 2004 13:21 UTC WELLTOWER INC. HCN · Entity 2853 Tax withholdingCommon Stock 537 $36.68 $19,697.16
Disclosure

SEC source: 0001209191-04-003517 · doc4.xml · nonDerivative · entry 1

ESTES SCOTT A · CIK 0001242824 · Vice President-Finance

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 6,463

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.