Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| HEALTHPEAK PROPERTIES, INC.DOC · Entity 3364 | General Counsel | January 30, 2025 | February 03, 2025 |
| Janus Living, Inc.JAN · Entity 3548 | CHIEF OPERATING OFFICER | March 23, 2026 | March 24, 2026 |
| WELLTOWER INC.HCN · Entity 2853 | EVP-COO | January 31, 2017 | February 01, 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.
HEALTHPEAK PROPERTIES, INC.
Report date January 30, 2025 · Filed February 03, 2025
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| LTIP UnitsSEC Table II · derivative / convertible security | Direct | 6,709 |
Reported balance
After 2025-01-30 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2025-01-30 · Grant · Acquired 6,709 · Balance 6,709 F1: Represents a class of units of membership interests in Healthpeak OP, LLC, a Maryland limited liability company ("Healthpeak OP"), the operating subsidiary of the Issuer, designated as LTIP Units ("LTIP Units") intended to qualify as profits interests for U.S. federal income tax purposes. LTIP Units do not have an expiration date. Upon achieving equivalent capital account balance per unit and any applicable vesting conditions, the LTIP Units are convertible at the election of the holder into common unit membership interests in Healthpeak OP (the "OP Units"). The OP Units are redeemable, at the election of the holder, for cash equal to the fair market value of one share of the Issuer's Common Stock or, at the option of Healthpeak OP, convertible to shares of the Issuer's Common Stock on a one-for-one basis, and have no expiration date. F2: Represents earned performance-based LTIP Units previously granted to the reporting person on February 10, 2022 as performance-based restricted stock units (which award was cancelled and replaced with LTIP Units on February 15, 2023), plus an additional number of accrued but unpaid dividend equivalent LTIP Units on the earned performance-based LTIP Units. The performance conditions applicable to the performance-based LTIP Units and corresponding dividend equivalent LTIP Units were determined to have been satisfied by the Issuer's Compensation and Human Capital Committee (the "Committee") on January 30, 2025 (the "Determination Date"), resulting in the earned LTIP Units shown vesting in full on the Determination Date. |
| LTIP UnitsSEC Table II · derivative / convertible security | Direct | 18,651 |
Reported balance
After 2025-01-30 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2025-01-30 · Grant · Acquired 18,651 · Balance 18,651 F1: Represents a class of units of membership interests in Healthpeak OP, LLC, a Maryland limited liability company ("Healthpeak OP"), the operating subsidiary of the Issuer, designated as LTIP Units ("LTIP Units") intended to qualify as profits interests for U.S. federal income tax purposes. LTIP Units do not have an expiration date. Upon achieving equivalent capital account balance per unit and any applicable vesting conditions, the LTIP Units are convertible at the election of the holder into common unit membership interests in Healthpeak OP (the "OP Units"). The OP Units are redeemable, at the election of the holder, for cash equal to the fair market value of one share of the Issuer's Common Stock or, at the option of Healthpeak OP, convertible to shares of the Issuer's Common Stock on a one-for-one basis, and have no expiration date. F3: Represents earned performance-based LTIP Units previously granted to the reporting person on February 16, 2024. The performance condition applicable to this award was determined to have been satisfied by the Committee on the Determination Date, resulting in the LTIP Units shown being earned. These LTIP Units vest in one-third (1/3) increments on each of the first, second and third anniversaries of the grant date, subject to the reporting person's continued employment through the applicable vesting date. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents a class of units of membership interests in Healthpeak OP, LLC, a Maryland limited liability company ("Healthpeak OP"), the operating subsidiary of the Issuer, designated as LTIP Units ("LTIP Units") intended to qualify as profits interests for U.S. federal income tax purposes. LTIP Units do not have an expiration date. Upon achieving equivalent capital account balance per unit and any applicable vesting conditions, the LTIP Units are convertible at the election of the holder into common unit membership interests in Healthpeak OP (the "OP Units"). The OP Units are redeemable, at the election of the holder, for cash equal to the fair market value of one share of the Issuer's Common Stock or, at the option of Healthpeak OP, convertible to shares of the Issuer's Common Stock on a one-for-one basis, and have no expiration date.
F2: Represents earned performance-based LTIP Units previously granted to the reporting person on February 10, 2022 as performance-based restricted stock units (which award was cancelled and replaced with LTIP Units on February 15, 2023), plus an additional number of accrued but unpaid dividend equivalent LTIP Units on the earned performance-based LTIP Units. The performance conditions applicable to the performance-based LTIP Units and corresponding dividend equivalent LTIP Units were determined to have been satisfied by the Issuer's Compensation and Human Capital Committee (the "Committee") on January 30, 2025 (the "Determination Date"), resulting in the earned LTIP Units shown vesting in full on the Determination Date.
F3: Represents earned performance-based LTIP Units previously granted to the reporting person on February 16, 2024. The performance condition applicable to this award was determined to have been satisfied by the Committee on the Determination Date, resulting in the LTIP Units shown being earned. These LTIP Units vest in one-third (1/3) increments on each of the first, second and third anniversaries of the grant date, subject to the reporting person's continued employment through the applicable vesting date.
Janus Living, Inc.
Report date March 23, 2026 · Filed March 24, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A-1 Common StockSEC Table I · non-derivative | Direct | 7,500 |
Reported balance
After 2026-03-23 transaction · row 1
1 source rowRow 1 · 2026-03-23 · Purchase · Acquired 7,500 · Balance 7,500 F1: Represents shares purchased from the underwriters in the Issuer's initial public offering of Class A-1 Common Stock ("IPO"). |
| LTIP UnitsSEC Table II · derivative / convertible security | Direct | 12,500 |
Reported balance
After 2026-03-23 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2026-03-23 · Grant · Acquired 12,500 · Balance 12,500 F2: Represents a class of common units of membership interest in Janus Living OP, LLC, ("Janus OP"), the operating subsidiary of the Issuer, designated as LTIP Units ("LTIP Units") intended to qualify as profits interests for U.S. federal income tax purposes. LTIP Units do not have an expiration date. Upon achieving equivalent capital account balance per unit and any applicable vesting conditions, the LTIP Units are convertible at the election of the holder into common units of membership interest in Janus OP (the "OP Units"). The OP Units are redeemable, at the election of the holder, for cash equal to the fair market value of one share of the Issuer's Class A-1 Common Stock or, at the option of Janus OP, convertible to shares of the Issuer's Class A-1 Common Stock on a one-for-one basis, and have no expiration date. F3: Represents fully vested LTIP Units granted in connection with the IPO. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents shares purchased from the underwriters in the Issuer's initial public offering of Class A-1 Common Stock ("IPO").
F2: Represents a class of common units of membership interest in Janus Living OP, LLC, ("Janus OP"), the operating subsidiary of the Issuer, designated as LTIP Units ("LTIP Units") intended to qualify as profits interests for U.S. federal income tax purposes. LTIP Units do not have an expiration date. Upon achieving equivalent capital account balance per unit and any applicable vesting conditions, the LTIP Units are convertible at the election of the holder into common units of membership interest in Janus OP (the "OP Units"). The OP Units are redeemable, at the election of the holder, for cash equal to the fair market value of one share of the Issuer's Class A-1 Common Stock or, at the option of Janus OP, convertible to shares of the Issuer's Class A-1 Common Stock on a one-for-one basis, and have no expiration date.
F3: Represents fully vested LTIP Units granted in connection with the IPO.
WELLTOWER INC.
Report date January 31, 2017 · Filed February 01, 2017
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 120,302 |
Ending reported balance
After 2017-01-31 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2017-01-31 · Exercise / conversion · Acquired 4,360 · Balance 122,414 F1: The reported transaction was a vesting of 4,360 deferred stock units on January 31, 2017, resulting in the issuance of 4,360 shares of common stock. No amount was payable in connection with the vesting or the common stock issuance. Row 2 · 2017-01-31 · Tax withholding · Disposed 2,112 · Balance 120,302 F2: Tax withholding in shares of common stock on 4,360 deferred stock units granted on January 26, 2012, which grant vested on January 31, 2017. |
| Deferred Stock UnitsSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 · Expires 2017-01-31 | Direct | 4,360 |
Reported balance
After 2017-01-31 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2017-01-31 · Exercise / conversion · Disposed 4,360 · Balance 4,360 F3: These deferred stock units were granted without cash consideration on January 26, 2012 under the Amended and Restated Welltower Inc. 2005 Long-Term Incentive Plan. Each deferred stock unit represents a right to receive one share of common stock of Welltower Inc. at the time of vesting of the unit. These deferred stock units vest in four installments with 4,361 units having vested on January 31 of each of 2012, 2015 and 2016 and 4,360 units vesting on January 31, 2017. F1: The reported transaction was a vesting of 4,360 deferred stock units on January 31, 2017, resulting in the issuance of 4,360 shares of common stock. No amount was payable in connection with the vesting or the common stock issuance. |
Filing footnotes · ownership attribution and instrument terms
F1: The reported transaction was a vesting of 4,360 deferred stock units on January 31, 2017, resulting in the issuance of 4,360 shares of common stock. No amount was payable in connection with the vesting or the common stock issuance.
F2: Tax withholding in shares of common stock on 4,360 deferred stock units granted on January 26, 2012, which grant vested on January 31, 2017.
F3: These deferred stock units were granted without cash consideration on January 26, 2012 under the Amended and Restated Welltower Inc. 2005 Long-Term Incentive Plan. Each deferred stock unit represents a right to receive one share of common stock of Welltower Inc. at the time of vesting of the unit. These deferred stock units vest in four installments with 4,361 units having vested on January 31 of each of 2012, 2015 and 2016 and 4,360 units vesting on January 31, 2017.
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 15, 2005 Filed Jan 18, 2005 19:58 UTC | WELLTOWER INC. HCN · Entity 2853 | Tax withholdingCommon Stock | 478 | $34.64 | $16,557.92 |
DisclosureSEC source: 0001209191-05-003378 · doc4.xml · nonDerivative · entry 1 Miller Jeffrey H · CIK 0001292027 · Vice President & Gen. Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,682 Read SEC document |
| July 23, 2004 Filed Jul 26, 2004 18:57 UTC | WELLTOWER INC. HCN · Entity 2853 | GrantCommon Stock | 6,160 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-04-037306 · doc4.xml · nonDerivative · entry 1 Miller Jeffrey H · CIK 0001292027 · Vice President & Gen. Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,160 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 |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.