Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| HEALTHPEAK PROPERTIES, INC.DOC · Entity 3364 | Director · President and CEO | May 29, 2026 | June 02, 2026 |
| Janus Living, Inc.JAN · Entity 3548 | Director · PRESIDENT & CEO | March 23, 2026 | March 24, 2026 |
| WELLTOWER INC.HCN · Entity 2853 | EVP - Chief Investment Officer | December 31, 2016 | January 03, 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 May 29, 2026 · Filed June 02, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 214,688 |
Ending reported balance
After 2026-05-29 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2026-05-29 · Grant · Acquired 1,347 · Balance 214,802 F1: These shares were purchased via the Issuer's Employee Stock Purchase Plan ("ESPP"). Row 2 · 2026-05-29 · Tax withholding · Disposed 114 · Balance 214,688 F2: This forfeiture of shares to satisfy applicable tax withholding obligations does not constitute a sale transaction. Pursuant to the ESPP, shares are required to be forfeited to satisfy applicable tax withholding obligations in connection with the acquisition of shares under the ESPP. |
Filing footnotes · ownership attribution and instrument terms
F1: These shares were purchased via the Issuer's Employee Stock Purchase Plan ("ESPP").
F2: This forfeiture of shares to satisfy applicable tax withholding obligations does not constitute a sale transaction. Pursuant to the ESPP, shares are required to be forfeited to satisfy applicable tax withholding obligations in connection with the acquisition of shares under the ESPP.
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 | 100,000 |
Reported balance
After 2026-03-23 transaction · row 1
1 source rowRow 1 · 2026-03-23 · Purchase · Acquired 100,000 · Balance 100,000 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 | 25,000 |
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 25,000 · Balance 25,000 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 December 31, 2016 · Filed January 03, 2017
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 102,550 |
Reported balance
After 2016-12-31 transaction · row 1
1 source rowRow 1 · 2016-12-31 · Tax withholding · Disposed 6,955 · Balance 102,550 |
| Common StockSEC Table I · non-derivative | IndirectCustodian | 13 |
Reported balance
Holding disclosure · report date 2016-12-31 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 13 F1: Scott M. Brinker Custodian, FBO Sevien G. Brinker, UTMA OH Until Age 21. |
Filing footnotes · ownership attribution and instrument terms
F1: Scott M. Brinker Custodian, FBO Sevien G. Brinker, UTMA OH Until Age 21.
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 |
|---|---|---|---|---|---|---|
| December 31, 2016 Filed Jan 3, 2017 21:30 UTC | WELLTOWER INC. HCN · Entity 2853 | Tax withholdingCommon Stock | 6,955 | $66.93 | $465,498.15 |
DisclosureSEC source: 0001209191-17-000243 · doc4.xml · nonDerivative · entry 1 Brinker Scott M · CIK 0001540329 · EVP - Chief Investment Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 102,550 Read SEC document |
| August 08, 2016 Filed Aug 8, 2016 17:57 UTC | WELLTOWER INC. HCN · Entity 2853 | Exercise / conversionOption (Right to Buy) · Derivative | 13,303 | $0.00 Strike: $57.33 | $0.00 |
DisclosureSEC source: 0001209191-16-135801 · doc4.xml · derivative · entry 9 Brinker Scott M · CIK 0001540329 · EVP - Chief Investment Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,699 Underlying: Common · 13,303 shares Expires 2022-01-26 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 Welltower Inc. 2005 Long-Term Incentive Plan and had no acquisition price. F5 · derivative.exercise_date: Options for the purchase of 18,002 shares of common stock at $57.33 per share were granted to Mr. Brinker on January 26, 2012. Options for the purchase of 3,601 shares vested on January 15 of each of 2013 and 2014, options for the purchase of 3,600 shares vested on January 15 of each of 2015 and 2016, and options for the purchase of 3,600 shares will vest on January 15, 2017. F5 · derivative.underlying_shares: Options for the purchase of 18,002 shares of common stock at $57.33 per share were granted to Mr. Brinker on January 26, 2012. Options for the purchase of 3,601 shares vested on January 15 of each of 2013 and 2014, options for the purchase of 3,600 shares vested on January 15 of each of 2015 and 2016, and options for the purchase of 3,600 shares will vest on January 15, 2017. Read SEC document |
| August 08, 2016 Filed Aug 8, 2016 17:57 UTC | WELLTOWER INC. HCN · Entity 2853 | SaleCommon Stock | 13,303 | $76.37 | $1,015,980.71 |
DisclosureSEC source: 0001209191-16-135801 · doc4.xml · nonDerivative · entry 5 Brinker Scott M · CIK 0001540329 · EVP - Chief Investment Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 109,505 Read SEC document |
| August 08, 2016 Filed Aug 8, 2016 17:57 UTC | WELLTOWER INC. HCN · Entity 2853 | Exercise / conversionCommon Stock | 13,303 | $57.33 | $762,660.99 |
DisclosureSEC source: 0001209191-16-135801 · doc4.xml · nonDerivative · entry 4 Brinker Scott M · CIK 0001540329 · EVP - Chief Investment Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 122,808 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 |
| August 04, 2016 Filed Aug 8, 2016 17:57 UTC | WELLTOWER INC. HCN · Entity 2853 | Exercise / conversionOption (Right to Buy) · Derivative | 2,870 | $0.00 Strike: $49.17 | $0.00 |
DisclosureSEC source: 0001209191-16-135801 · doc4.xml · derivative · entry 8 Brinker Scott M · CIK 0001540329 · EVP - Chief Investment Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,338 Underlying: Common · 2,870 shares Expires 2021-01-27 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 Welltower Inc. 2005 Long-Term Incentive Plan and had no acquisition price. F4 · derivative.exercise_date: Options for the purchase of 5,208 shares of common stock at $49.17 per share were granted to Mr. Brinker on January 27, 2011, which grant has previously been reported. Options for the purchase of 1,042 shares vested on January 15 of each of 2012, 2013 and 2014 and options for the purchase of 1,041 shares vested on January 15 of each of 2015 and 2016. F4 · derivative.underlying_shares: Options for the purchase of 5,208 shares of common stock at $49.17 per share were granted to Mr. Brinker on January 27, 2011, which grant has previously been reported. Options for the purchase of 1,042 shares vested on January 15 of each of 2012, 2013 and 2014 and options for the purchase of 1,041 shares vested on January 15 of each of 2015 and 2016. Read SEC document |
| August 04, 2016 Filed Aug 8, 2016 17:57 UTC | WELLTOWER INC. HCN · Entity 2853 | Exercise / conversionOption (Right to Buy) · Derivative | 2,251 | $0.00 Strike: $43.29 | $0.00 |
DisclosureSEC source: 0001209191-16-135801 · doc4.xml · derivative · entry 7 Brinker Scott M · CIK 0001540329 · EVP - Chief Investment Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,745 Underlying: Common · 2,251 shares Expires 2020-01-28 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 Welltower Inc. 2005 Long-Term Incentive Plan and had no acquisition price. F2 · derivative.exercise_date: Options for the purchase of 3,996 shares of common stock at $43.29 per share were granted to Mr. Brinker on January 28, 2010, which grant has previously been reported. Options for the purchase of 800 shares vested on January 15, 2011 and options for the purchase of 799 shares vested on January 15 of each of 2012, 2013, 2014 and 2015. F2 · derivative.underlying_shares: Options for the purchase of 3,996 shares of common stock at $43.29 per share were granted to Mr. Brinker on January 28, 2010, which grant has previously been reported. Options for the purchase of 800 shares vested on January 15, 2011 and options for the purchase of 799 shares vested on January 15 of each of 2012, 2013, 2014 and 2015. Read SEC document |
| August 04, 2016 Filed Aug 8, 2016 17:57 UTC | WELLTOWER INC. HCN · Entity 2853 | SaleCommon Stock | 5,121 | $77.29 | $395,805.16 |
DisclosureSEC source: 0001209191-16-135801 · doc4.xml · nonDerivative · entry 3 Brinker Scott M · CIK 0001540329 · EVP - Chief Investment Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 109,505 Read SEC document |
| August 04, 2016 Filed Aug 8, 2016 17:57 UTC | WELLTOWER INC. HCN · Entity 2853 | Exercise / conversionCommon Stock | 2,870 | $49.17 | $141,117.90 |
DisclosureSEC source: 0001209191-16-135801 · doc4.xml · nonDerivative · entry 2 Brinker Scott M · CIK 0001540329 · EVP - Chief Investment Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 114,626 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 |
| August 04, 2016 Filed Aug 8, 2016 17:57 UTC | WELLTOWER INC. HCN · Entity 2853 | Exercise / conversionCommon Stock | 2,251 | $43.29 | $97,445.79 |
DisclosureSEC source: 0001209191-16-135801 · doc4.xml · nonDerivative · entry 1 Brinker Scott M · CIK 0001540329 · EVP - Chief Investment Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 111,756 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 06, 2016 Filed May 9, 2016 20:07 UTC | WELLTOWER INC. HCN · Entity 2853 | GrantPerformance-Based Restricted Stock Units · Derivative | 6,132 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-16-118455 · doc4.xml · derivative · entry 1 Brinker Scott M · CIK 0001540329 · EVP - Chief Investment Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,132 Underlying: Common · 6,132 shares Expires not disclosed F1 · derivative.exercise_price: The performance-based restricted stock units granted under the Amended and Restated Welltower 2005 Long-Term Incentive Plan are target shares as defined in the 2016-2018 Long-Term Incentive Program. Final share 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. F1 · price: The performance-based restricted stock units granted under the Amended and Restated Welltower 2005 Long-Term Incentive Plan are target shares as defined in the 2016-2018 Long-Term Incentive Program. Final share 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. F1 · derivative.exercise_date: The performance-based restricted stock units granted under the Amended and Restated Welltower 2005 Long-Term Incentive Plan are target shares as defined in the 2016-2018 Long-Term Incentive Program. Final share 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. F1 · derivative.expiration_date: The performance-based restricted stock units granted under the Amended and Restated Welltower 2005 Long-Term Incentive Plan are target shares as defined in the 2016-2018 Long-Term Incentive Program. Final share 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. F1 · derivative.underlying_shares: The performance-based restricted stock units granted under the Amended and Restated Welltower 2005 Long-Term Incentive Plan are target shares as defined in the 2016-2018 Long-Term Incentive Program. Final share 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. Read SEC document |
| March 29, 2016 Filed Mar 30, 2016 20:43 UTC | WELLTOWER INC. HCN · Entity 2853 | Exercise / conversionOption (Right to Buy) · Derivative | 1,294 | $0.00 Strike: $45.73 | $0.00 |
DisclosureSEC source: 0001209191-16-111080 · doc4.xml · derivative · entry 4 Brinker Scott M · CIK 0001540329 · EVP - Chief Investment Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common · 1,294 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 Welltower Inc. 2005 Long-Term Incentive Plan and had no acquisition price. F2 · derivative.exercise_date: Options for the purchase of 3,609 shares of common stock at $45.73 per share were granted to Mr. Brinker on January 22, 2007, which grant has previously been reported. The partial exercise of these options for the purchase of 2,315 shares has previously been reported. Of the remaining options, options for the purchase of 216 shares vested on January 15, 2010 and options for the purchase of 539 shares vested on January 15 of each of 2011 and 2012. F2 · derivative.underlying_shares: Options for the purchase of 3,609 shares of common stock at $45.73 per share were granted to Mr. Brinker on January 22, 2007, which grant has previously been reported. The partial exercise of these options for the purchase of 2,315 shares has previously been reported. Of the remaining options, options for the purchase of 216 shares vested on January 15, 2010 and options for the purchase of 539 shares vested on January 15 of each of 2011 and 2012. Read SEC document |
| March 29, 2016 Filed Mar 30, 2016 20:43 UTC | WELLTOWER INC. HCN · Entity 2853 | SaleCommon Stock | 1,294 | $69.58 | $90,041.05 |
DisclosureSEC source: 0001209191-16-111080 · doc4.xml · nonDerivative · entry 2 Brinker Scott M · CIK 0001540329 · EVP - Chief Investment Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 109,505 Read SEC document |
| March 29, 2016 Filed Mar 30, 2016 20:43 UTC | WELLTOWER INC. HCN · Entity 2853 | Exercise / conversionCommon Stock | 1,294 | $45.73 | $59,174.62 |
DisclosureSEC source: 0001209191-16-111080 · doc4.xml · nonDerivative · entry 1 Brinker Scott M · CIK 0001540329 · EVP - Chief Investment Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 110,799 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 26, 2016 Filed Feb 29, 2016 20:27 UTC | WELLTOWER INC. HCN · Entity 2853 | Tax withholdingCommon Stock | 6,955 | $65.13 | $452,979.15 |
DisclosureSEC source: 0001209191-16-103312 · doc4.xml · nonDerivative · entry 2 Brinker Scott M · CIK 0001540329 · EVP - Chief Investment Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 109,505 Read SEC document |
| February 26, 2016 Filed Feb 29, 2016 20:27 UTC | WELLTOWER INC. HCN · Entity 2853 | GrantCommon Stock | 43,068 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-16-103312 · doc4.xml · nonDerivative · entry 1 Brinker Scott M · CIK 0001540329 · EVP - Chief Investment Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 116,460 F1 · price: The shares were granted without cash consideration as shares of restricted stock under the Amended and Restated Welltower Inc. 2005 Long-Term Incentive Plan. Read SEC document |
| February 12, 2016 Filed Feb 16, 2016 20:48 UTC | WELLTOWER INC. HCN · Entity 2853 | Tax withholdingCommon Stock | 1,886 | $54.40 | $102,598.40 |
DisclosureSEC source: 0001209191-16-098648 · doc4.xml · nonDerivative · entry 2 Brinker Scott M · CIK 0001540329 · EVP - Chief Investment Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 73,392 Read SEC document |
| February 12, 2016 Filed Feb 16, 2016 20:48 UTC | WELLTOWER INC. HCN · Entity 2853 | GrantCommon Stock | 15,569 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-16-098648 · doc4.xml · nonDerivative · entry 1 Brinker Scott M · CIK 0001540329 · EVP - Chief Investment Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 75,278 F1 · price: The shares were granted without cash consideration as shares of restricted stock under the Amended and Restated Welltower Inc. 2005 Long-Term Incentive Plan. Read SEC document |
| January 31, 2016 Filed Feb 2, 2016 21:03 UTC | WELLTOWER INC. HCN · Entity 2853 | Exercise / conversionDeferred Stock Units · Derivative | 1,744 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001209191-16-094687 · doc4.xml · derivative · entry 4 Brinker Scott M · CIK 0001540329 · EVP - Chief Investment Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,744 Underlying: Common · 1,744 shares Expires 2016-01-31 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. F4 · derivative.exercise_price: 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 1,745 units having vested on January 31, 2012, 1,744 units having vested on January 31 of each of 2015 and 2016 and 1,744 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 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 1,745 units having vested on January 31, 2012, 1,744 units having vested on January 31 of each of 2015 and 2016 and 1,744 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 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 1,745 units having vested on January 31, 2012, 1,744 units having vested on January 31 of each of 2015 and 2016 and 1,744 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 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 1,745 units having vested on January 31, 2012, 1,744 units having vested on January 31 of each of 2015 and 2016 and 1,744 units vesting on January 31, 2017. F1 · derivative.underlying_shares: The reported transaction was a vesting of 1,744 deferred stock units on January 31, 2016, resulting in the issuance of 1,744 shares of common stock. No amount was payable in connection with the vesting or the common stock issuance. Read SEC document |
| January 31, 2016 Filed Feb 2, 2016 21:03 UTC | WELLTOWER INC. HCN · Entity 2853 | Tax withholdingCommon Stock | 590 | $62.22 | $36,709.80 |
DisclosureSEC source: 0001209191-16-094687 · doc4.xml · nonDerivative · entry 2 Brinker Scott M · CIK 0001540329 · EVP - Chief Investment Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 59,709 F2 · shares: Tax withholding in shares of common stock on 1,744 deferred stock units granted on January 26, 2012, which grant vested on January 31, 2016. Read SEC document |
| January 31, 2016 Filed Feb 2, 2016 21:03 UTC | WELLTOWER INC. HCN · Entity 2853 | Exercise / conversionCommon Stock | 1,744 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-16-094687 · doc4.xml · nonDerivative · entry 1 Brinker Scott M · CIK 0001540329 · EVP - Chief Investment Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 60,299 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. F1 · shares: The reported transaction was a vesting of 1,744 deferred stock units on January 31, 2016, resulting in the issuance of 1,744 shares of common stock. No amount was payable in connection with the vesting or the common stock issuance. F1 · price: The reported transaction was a vesting of 1,744 deferred stock units on January 31, 2016, resulting in the issuance of 1,744 shares of common stock. No amount was payable in connection with the vesting or the common stock issuance. Read SEC document |
| January 15, 2016 Filed Jan 19, 2016 20:06 UTC | WELLTOWER INC. HCN · Entity 2853 | Tax withholdingCommon Stock | 4,579 | $66.32 | $303,679.28 |
DisclosureSEC source: 0001209191-16-091995 · doc4.xml · nonDerivative · entry 1 Brinker Scott M · CIK 0001540329 · EVP - Chief Investment Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 58,555 Read SEC document |
| August 06, 2015 Filed Aug 10, 2015 20:37 UTC | WELLTOWER INC. HCN · Entity 2853 | GrantPerformance-Based Restricted Stock Units · Derivative | 9,076 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-15-064910 · doc4.xml · derivative · entry 1 Brinker Scott M · CIK 0001540329 · EVP - Chief Investment Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,076 Underlying: Common · 9,076 shares Expires not disclosed F1 · derivative.exercise_price: This performance-based restricted stock unit award granted under the Amended and Restated Health Care REIT, Inc. 2005 Long-Term Incentive Plan are target shares as defined in the 2015-2017 Long-Term Incentive Program. Final share 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. F1 · price: This performance-based restricted stock unit award granted under the Amended and Restated Health Care REIT, Inc. 2005 Long-Term Incentive Plan are target shares as defined in the 2015-2017 Long-Term Incentive Program. Final share 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. F1 · derivative.exercise_date: This performance-based restricted stock unit award granted under the Amended and Restated Health Care REIT, Inc. 2005 Long-Term Incentive Plan are target shares as defined in the 2015-2017 Long-Term Incentive Program. Final share 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. F1 · derivative.expiration_date: This performance-based restricted stock unit award granted under the Amended and Restated Health Care REIT, Inc. 2005 Long-Term Incentive Plan are target shares as defined in the 2015-2017 Long-Term Incentive Program. Final share 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. F1 · derivative.underlying_shares: This performance-based restricted stock unit award granted under the Amended and Restated Health Care REIT, Inc. 2005 Long-Term Incentive Plan are target shares as defined in the 2015-2017 Long-Term Incentive Program. Final share 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. Read SEC document |
| June 11, 2015 Filed Jun 12, 2015 19:57 UTC | WELLTOWER INC. HCN · Entity 2853 | PurchaseCommon Stock | 13 | $68.17 | $886.21 |
DisclosureSEC source: 0001209191-15-052722 · doc4.xml · nonDerivative · entry 2 Brinker Scott M · CIK 0001540329 · EVP - Chief Investment Officer 10b5-1 filing: Not disclosed Ownership: Indirect · Custodian Disclosed balance after: 13 F1 · price: Scott M. Brinker Custodian, FBO Sevien G. Brinker, UTMA OH Until Age 21. Read SEC document |
| June 11, 2015 Filed Jun 15, 2015 20:24 UTC Amendment | WELLTOWER INC. HCN · Entity 2853 | PurchaseCommon Stock | 13 | $68.59 | $891.67 |
DisclosureSEC source: 0001209191-15-053296 · doc4a.xml · nonDerivative · entry 2 Brinker Scott M · CIK 0001540329 · EVP - Chief Investment Officer 10b5-1 filing: Not disclosed Ownership: Indirect · Custodian Disclosed balance after: 13 F1 · price: This Amendment is being filed to reflect the correct purchase price of $68.59 previously reported as $68.17. F2 · ownership.nature: Scott M. Brinker Custodian, FBO Sevien G. Brinker, UTMA OH Until Age 21. Read SEC document |
| March 31, 2015 Filed Apr 2, 2015 20:15 UTC | WELLTOWER INC. HCN · Entity 2853 | Exercise / conversionOption (Right to Buy) · Derivative | 719 | $0.00 Strike: $37.00 | $0.00 |
DisclosureSEC source: 0001209191-15-031387 · doc4.xml · derivative · entry 7 Brinker Scott M · CIK 0001540329 · EVP - Chief Investment Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common · 719 shares Expires 2019-01-29 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. 2005 Long-Term Incentive Plan and had no acquisition price. F4 · derivative.exercise_date: Options for the purchase of 7,135 shares of common stock at $37.00 per share were granted to Mr. Brinker on January 29, 2009, which grant has previously been reported. The partial exercise of these options for the purchase of 6,416 shares has previously been reported. Of the remaining options, options for the purchase of 719 shares vested on January 15, 2012. F4 · derivative.underlying_shares: Options for the purchase of 7,135 shares of common stock at $37.00 per share were granted to Mr. Brinker on January 29, 2009, which grant has previously been reported. The partial exercise of these options for the purchase of 6,416 shares has previously been reported. Of the remaining options, options for the purchase of 719 shares vested on January 15, 2012. Read SEC document |
| March 31, 2015 Filed Apr 2, 2015 20:15 UTC | WELLTOWER INC. HCN · Entity 2853 | Exercise / conversionOption (Right to Buy) · Derivative | 1,355 | $0.00 Strike: $40.83 | $0.00 |
DisclosureSEC source: 0001209191-15-031387 · doc4.xml · derivative · entry 6 Brinker Scott M · CIK 0001540329 · EVP - Chief Investment Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common · 1,355 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. F2 · 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 5,001 shares of common stock at $40.83 per share were granted to Mr. Brinker of January 21, 2008, which grant has previously been reported. The partial exercise of these options for the purchase of 3,646 shares has previously been reported. Of the remaining options, options for the purchase of 745 shares vested on January 15, 2009, options for the purchase 403 shares vested on January 15, 2010 and options for the purchase of 207 shares vested on January 15, 2011. F3 · derivative.underlying_shares: Options for the purchase of 5,001 shares of common stock at $40.83 per share were granted to Mr. Brinker of January 21, 2008, which grant has previously been reported. The partial exercise of these options for the purchase of 3,646 shares has previously been reported. Of the remaining options, options for the purchase of 745 shares vested on January 15, 2009, options for the purchase 403 shares vested on January 15, 2010 and options for the purchase of 207 shares vested on January 15, 2011. Read SEC document |
| March 31, 2015 Filed Apr 2, 2015 20:15 UTC | WELLTOWER INC. HCN · Entity 2853 | Exercise / conversionOption (Right to Buy) · Derivative | 504 | $0.00 Strike: $45.73 | $0.00 |
DisclosureSEC source: 0001209191-15-031387 · doc4.xml · derivative · entry 5 Brinker Scott M · CIK 0001540329 · EVP - Chief Investment Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,294 Underlying: Common · 1,798 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. F2 · price: The options were granted under the Health Care REIT, Inc. 2005 Long-Term Incentive Plan and had no acquisition price. F1 · derivative.exercise_date: Options for the purchase of 3,609 shares of common stock at $45.73 per share were granted to Mr. Brinker on January 22, 2007, which grant has previously been reported. The partial exercise of these options for the purchase of 1,811 shares has previously been reported. Of the remaining options, options for the purchase of 504 shares vested on January 15, 2008, options for the purchase of 216 shares vested on January 15, 2010 and options for the purchase of 539 shares vested on January 15 of each of 2011 and 2012. F1 · derivative.underlying_shares: Options for the purchase of 3,609 shares of common stock at $45.73 per share were granted to Mr. Brinker on January 22, 2007, which grant has previously been reported. The partial exercise of these options for the purchase of 1,811 shares has previously been reported. Of the remaining options, options for the purchase of 504 shares vested on January 15, 2008, options for the purchase of 216 shares vested on January 15, 2010 and options for the purchase of 539 shares vested on January 15 of each of 2011 and 2012. Read SEC document |
| March 31, 2015 Filed Apr 2, 2015 20:15 UTC | WELLTOWER INC. HCN · Entity 2853 | SaleCommon Stock | 2,578 | $78.21 | $201,634.40 |
DisclosureSEC source: 0001209191-15-031387 · doc4.xml · nonDerivative · entry 4 Brinker Scott M · CIK 0001540329 · EVP - Chief Investment Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 63,134 Read SEC document |
| March 31, 2015 Filed Apr 2, 2015 20:15 UTC | WELLTOWER INC. HCN · Entity 2853 | Exercise / conversionCommon Stock | 719 | $37.00 | $26,603.00 |
DisclosureSEC source: 0001209191-15-031387 · doc4.xml · nonDerivative · entry 3 Brinker Scott M · CIK 0001540329 · EVP - Chief Investment Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 65,712 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 31, 2015 Filed Apr 2, 2015 20:15 UTC | WELLTOWER INC. HCN · Entity 2853 | Exercise / conversionCommon Stock | 1,355 | $40.83 | $55,324.65 |
DisclosureSEC source: 0001209191-15-031387 · doc4.xml · nonDerivative · entry 2 Brinker Scott M · CIK 0001540329 · EVP - Chief Investment Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 64,993 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 31, 2015 Filed Apr 2, 2015 20:15 UTC | WELLTOWER INC. HCN · Entity 2853 | Exercise / conversionCommon Stock | 504 | $45.73 | $23,047.92 |
DisclosureSEC source: 0001209191-15-031387 · doc4.xml · nonDerivative · entry 1 Brinker Scott M · CIK 0001540329 · EVP - Chief Investment Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 63,638 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 05, 2015 Filed Feb 9, 2015 20:32 UTC | WELLTOWER INC. HCN · Entity 2853 | Tax withholdingCommon Stock | 1,421 | $81.63 | $115,996.23 |
DisclosureSEC source: 0001209191-15-010748 · doc4.xml · nonDerivative · entry 2 Brinker Scott M · CIK 0001540329 · EVP - Chief Investment Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 63,134 Read SEC document |
| February 05, 2015 Filed Feb 9, 2015 20:32 UTC | WELLTOWER INC. HCN · Entity 2853 | GrantCommon Stock | 11,729 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-15-010748 · doc4.xml · nonDerivative · entry 1 Brinker Scott M · CIK 0001540329 · EVP - Chief Investment Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 64,555 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, 2015 Filed Feb 3, 2015 19:54 UTC | WELLTOWER INC. HCN · Entity 2853 | Exercise / conversionDeferred Stock Units · Derivative | 1,744 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001209191-15-008645 · doc4.xml · derivative · entry 3 Brinker Scott M · CIK 0001540329 · EVP - Chief Investment Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,488 Underlying: Common · 1,744 shares Expires 2015-01-31 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. F3 · 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 1,745 units having vested on January 31, 2012, 1,744 units having vested on January 31, 2015 and 1,744 units vesting on January 31 of each of 2016 and 2017. F3 · 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 1,745 units having vested on January 31, 2012, 1,744 units having vested on January 31, 2015 and 1,744 units vesting on January 31 of each of 2016 and 2017. F3 · 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 1,745 units having vested on January 31, 2012, 1,744 units having vested on January 31, 2015 and 1,744 units vesting on January 31 of each of 2016 and 2017. F3 · 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 1,745 units having vested on January 31, 2012, 1,744 units having vested on January 31, 2015 and 1,744 units vesting on January 31 of each of 2016 and 2017. F1 · derivative.underlying_shares: The reported transaction was a vesting of 1,744 deferred stock units on January 31, 2015, resulting in the issuance of 1,744 shares of common stock. No amount was payable in connection with the vesting or the common stock issuance. Read SEC document |
| January 31, 2015 Filed Feb 3, 2015 19:54 UTC | WELLTOWER INC. HCN · Entity 2853 | Tax withholdingCommon Stock | 696 | $81.95 | $57,037.20 |
DisclosureSEC source: 0001209191-15-008645 · doc4.xml · nonDerivative · entry 2 Brinker Scott M · CIK 0001540329 · EVP - Chief Investment Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 52,826 F2 · shares: Tax withholding in shares of common stock on 1,744 deferred stock units granted on January 26, 2012, which grant vested on January 31, 2015. Read SEC document |
| January 31, 2015 Filed Feb 3, 2015 19:54 UTC | WELLTOWER INC. HCN · Entity 2853 | Exercise / conversionCommon Stock | 1,744 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-15-008645 · doc4.xml · nonDerivative · entry 1 Brinker Scott M · CIK 0001540329 · EVP - Chief Investment Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 53,522 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. F1 · shares: The reported transaction was a vesting of 1,744 deferred stock units on January 31, 2015, resulting in the issuance of 1,744 shares of common stock. No amount was payable in connection with the vesting or the common stock issuance. F1 · price: The reported transaction was a vesting of 1,744 deferred stock units on January 31, 2015, resulting in the issuance of 1,744 shares of common stock. No amount was payable in connection with the vesting or the common stock issuance. Read SEC document |
| January 15, 2015 Filed Jan 20, 2015 21:21 UTC | WELLTOWER INC. HCN · Entity 2853 | Tax withholdingCommon Stock | 3,719 | $83.17 | $309,309.23 |
DisclosureSEC source: 0001209191-15-005058 · doc4.xml · nonDerivative · entry 1 Brinker Scott M · CIK 0001540329 · EVP - Chief Investment Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 51,778 Read SEC document |
| November 18, 2014 Filed Nov 20, 2014 21:15 UTC | WELLTOWER INC. HCN · Entity 2853 | Exercise / conversionOption (Right to Buy) · Derivative | 3,562 | $0.00 Strike: $37.00 | $0.00 |
DisclosureSEC source: 0001209191-14-070342 · doc4.xml · derivative · entry 4 Brinker Scott M · CIK 0001540329 · EVP - Chief Investment Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 719 Underlying: Common · 4,281 shares Expires 2019-01-29 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. 2005 Long-Term Incentive Plan and had no acquisition price. F3 · derivative.exercise_date: Options for the purchase of 7,135 shares of common stock at $37.00 per share were granted to Mr. Brinker on January 29, 2009, which grant has previously been reported. The partial exercise of these options for the purchase of 2,854 shares has previously been reported. Of the remaining options, options for the purchase of 1,427 shares vested on January 15 of each of 2012, 2013 and 2014. F3 · derivative.underlying_shares: Options for the purchase of 7,135 shares of common stock at $37.00 per share were granted to Mr. Brinker on January 29, 2009, which grant has previously been reported. The partial exercise of these options for the purchase of 2,854 shares has previously been reported. Of the remaining options, options for the purchase of 1,427 shares vested on January 15 of each of 2012, 2013 and 2014. Read SEC document |
| November 18, 2014 Filed Nov 20, 2014 21:15 UTC | WELLTOWER INC. HCN · Entity 2853 | Exercise / conversionOption (Right to Buy) · Derivative | 2,970 | $0.00 Strike: $40.83 | $0.00 |
DisclosureSEC source: 0001209191-14-070342 · doc4.xml · derivative · entry 3 Brinker Scott M · CIK 0001540329 · EVP - Chief Investment Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,355 Underlying: Common · 4,325 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. F2 · price: The options were granted under the Health Care REIT, Inc. 2005 Long-Term Incentive Plan and had no acquisition price. F1 · derivative.exercise_date: Options for the purchase of 5,001 shares of common stock at $40.83 per share were granted to Mr. Brinker on January 21, 2008, which grant has previously been reported. The partial exercise of these options for the purchase of 676 shares has previously been reported. Of the remaining options, options for the purchase of 832 shares vested on January 15, 2009, options for the purchase of 831 shares vested on January 15 of each of 2010, 2011, 2012 and options for the purchase of 1,000 shares vested on January 15, 2013. F1 · derivative.underlying_shares: Options for the purchase of 5,001 shares of common stock at $40.83 per share were granted to Mr. Brinker on January 21, 2008, which grant has previously been reported. The partial exercise of these options for the purchase of 676 shares has previously been reported. Of the remaining options, options for the purchase of 832 shares vested on January 15, 2009, options for the purchase of 831 shares vested on January 15 of each of 2010, 2011, 2012 and options for the purchase of 1,000 shares vested on January 15, 2013. Read SEC document |
| November 18, 2014 Filed Nov 20, 2014 21:15 UTC | WELLTOWER INC. HCN · Entity 2853 | Exercise / conversionCommon Stock | 3,562 | $37.00 | $131,794.00 |
DisclosureSEC source: 0001209191-14-070342 · doc4.xml · nonDerivative · entry 2 Brinker Scott M · CIK 0001540329 · EVP - Chief Investment Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 55,497 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 18, 2014 Filed Nov 20, 2014 21:15 UTC | WELLTOWER INC. HCN · Entity 2853 | Exercise / conversionCommon Stock | 2,970 | $40.83 | $121,265.10 |
DisclosureSEC source: 0001209191-14-070342 · doc4.xml · nonDerivative · entry 1 Brinker Scott M · CIK 0001540329 · EVP - Chief Investment Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 51,935 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 07, 2014 Filed Nov 10, 2014 21:10 UTC | WELLTOWER INC. HCN · Entity 2853 | SaleCommon Stock | 3,386 | $70.85 | $239,881.17 |
DisclosureSEC source: 0001209191-14-067575 · doc4.xml · nonDerivative · entry 2 Brinker Scott M · CIK 0001540329 · EVP - Chief Investment Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 48,965 Read SEC document |
| November 07, 2014 Filed Nov 10, 2014 21:10 UTC | WELLTOWER INC. HCN · Entity 2853 | SaleCommon Stock | 900 | $70.84 | $63,758.25 |
DisclosureSEC source: 0001209191-14-067575 · doc4.xml · nonDerivative · entry 1 Brinker Scott M · CIK 0001540329 · EVP - Chief Investment Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 52,351 Read SEC document |
| February 06, 2014 Filed Feb 10, 2014 21:33 UTC | WELLTOWER INC. HCN · Entity 2853 | Tax withholdingCommon Stock | 837 | $56.28 | $47,106.36 |
DisclosureSEC source: 0001209191-14-008692 · doc4.xml · nonDerivative · entry 2 Brinker Scott M · CIK 0001540329 · EVP - Investments 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 53,251 Read SEC document |
| February 06, 2014 Filed Feb 10, 2014 21:33 UTC | WELLTOWER INC. HCN · Entity 2853 | GrantCommon Stock | 9,893 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-14-008692 · doc4.xml · nonDerivative · entry 1 Brinker Scott M · CIK 0001540329 · EVP - Investments 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 54,088 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, 2014 Filed Jan 17, 2014 20:14 UTC | WELLTOWER INC. HCN · Entity 2853 | Tax withholdingCommon Stock | 3,080 | $55.55 | $171,094.00 |
DisclosureSEC source: 0001209191-14-003679 · doc4.xml · nonDerivative · entry 1 Brinker Scott M · CIK 0001540329 · EVP - Investments 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 44,195 Read SEC document |
| March 01, 2013 Filed Mar 4, 2013 22:23 UTC | WELLTOWER INC. HCN · Entity 2853 | Exercise / conversionOption (Righit to Buy) · Derivative | 900 | $0.00 Strike: $45.73 | $0.00 |
DisclosureSEC source: 0001209191-13-013433 · doc4.xml · derivative · entry 3 Brinker Scott M · CIK 0001540329 · EVP - Investments 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,798 Underlying: Common · 2,698 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. F2 · price: The options were granted under the Health Care REIT, Inc. 2005 Long-Term Incentive Plan and had no acquisition price. F1 · derivative.exercise_date: Options for the purchase of 3,609 shares of common stock at $45.73 per share were granted to Mr. Brinker on January 22, 2007, which grant has been previously reported. The partial exercise of these options for the purchase of 911 shares has previously been reported. Of the remaining options, options for the purchase of 540 shares vested on January 15 of each of 2008, 2009 and 2010 and options for the purchase of 539 shares vested on January 15 of each of 2011 and 2012. F1 · derivative.underlying_shares: Options for the purchase of 3,609 shares of common stock at $45.73 per share were granted to Mr. Brinker on January 22, 2007, which grant has been previously reported. The partial exercise of these options for the purchase of 911 shares has previously been reported. Of the remaining options, options for the purchase of 540 shares vested on January 15 of each of 2008, 2009 and 2010 and options for the purchase of 539 shares vested on January 15 of each of 2011 and 2012. F1 · balance_after: Options for the purchase of 3,609 shares of common stock at $45.73 per share were granted to Mr. Brinker on January 22, 2007, which grant has been previously reported. The partial exercise of these options for the purchase of 911 shares has previously been reported. Of the remaining options, options for the purchase of 540 shares vested on January 15 of each of 2008, 2009 and 2010 and options for the purchase of 539 shares vested on January 15 of each of 2011 and 2012. Read SEC document |
| March 01, 2013 Filed Mar 4, 2013 22:23 UTC | WELLTOWER INC. HCN · Entity 2853 | SaleCommon Stock | 900 | $64.00 | $57,600.00 |
DisclosureSEC source: 0001209191-13-013433 · doc4.xml · nonDerivative · entry 2 Brinker Scott M · CIK 0001540329 · EVP - Investments 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 47,275 Read SEC document |
| March 01, 2013 Filed Mar 4, 2013 22:23 UTC | WELLTOWER INC. HCN · Entity 2853 | Exercise / conversionCommon Stock | 900 | $45.73 | $41,157.00 |
DisclosureSEC source: 0001209191-13-013433 · doc4.xml · nonDerivative · entry 1 Brinker Scott M · CIK 0001540329 · EVP - Investments 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 48,175 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 20:20 UTC | WELLTOWER INC. HCN · Entity 2853 | GrantCommon Stock | 26,099 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-13-007636 · doc4.xml · nonDerivative · entry 1 Brinker Scott M · CIK 0001540329 · EVP - Investments 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 47,275 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 |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.