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 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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.