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 |
|---|---|---|---|---|---|---|
| January 15, 2013 Filed Jan 17, 2013 21:02 UTC | WELLTOWER INC. HCN · Entity 2853 | Tax withholdingCommon Stock | 1,456 | $61.81 | $89,995.36 |
DisclosureSEC source: 0001209191-13-003469 · doc4.xml · nonDerivative · entry 1 Brinker Scott M · CIK 0001540329 · EVP - Investments 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 21,176 Read SEC document |
| November 12, 2012 Filed Nov 13, 2012 21:17 UTC | WELLTOWER INC. HCN · Entity 2853 | SaleCommon Stock | 900 | $59.03 | $53,130.60 |
DisclosureSEC source: 0001209191-12-052790 · doc4.xml · nonDerivative · entry 2 Brinker Scott M · CIK 0001540329 · EVP - Investments 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 22,632 Read SEC document |
| November 12, 2012 Filed Nov 13, 2012 21:17 UTC | WELLTOWER INC. HCN · Entity 2853 | SaleCommon Stock | 100 | $59.03 | $5,903.00 |
DisclosureSEC source: 0001209191-12-052790 · doc4.xml · nonDerivative · entry 1 Brinker Scott M · CIK 0001540329 · EVP - Investments 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 23,532 Read SEC document |
| May 15, 2012 Filed May 17, 2012 20:35 UTC | WELLTOWER INC. HCN · Entity 2853 | Exercise / conversionOption (Right-to-Buy) · Derivative | 676 | $0.00 Strike: $40.83 | $0.00 |
DisclosureSEC source: 0001209191-12-028917 · doc4.xml · derivative · entry 5 Brinker Scott M · CIK 0001540329 · EVP - Investments 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,325 Underlying: Common · 5,001 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 on January 21, 2008, which grant has been previously reported. Options for the purchase of 1,001 shares vested on January 15, 2009, options for the purchase of 1,000 shares vested on January 15 of each of 2010, 2011 and 2012 and options for the purchase of 1,000 shares will vest on January 15, 2013. 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 on January 21, 2008, which grant has been previously reported. Options for the purchase of 1,001 shares vested on January 15, 2009, options for the purchase of 1,000 shares vested on January 15 of each of 2010, 2011 and 2012 and options for the purchase of 1,000 shares will vest on January 15, 2013. F3 · balance_after: 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 been previously reported. Options for the purchase of 1,001 shares vested on January 15, 2009, options for the purchase of 1,000 shares vested on January 15 of each of 2010, 2011 and 2012 and options for the purchase of 1,000 shares will vest on January 15, 2013. Read SEC document |
| May 15, 2012 Filed May 17, 2012 20:35 UTC | WELLTOWER INC. HCN · Entity 2853 | Exercise / conversionOption (Right-to-Buy) · Derivative | 911 | $0.00 Strike: $45.73 | $0.00 |
DisclosureSEC source: 0001209191-12-028917 · doc4.xml · derivative · entry 4 Brinker Scott M · CIK 0001540329 · EVP - Investments 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,698 Underlying: Common · 3,609 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. Options for the purchase of 723 shares vested on January 15, 2008, options for the purchase of 722 shares vested of January 15 of each of 2009 and 2010 and options for the purchase of 721 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. Options for the purchase of 723 shares vested on January 15, 2008, options for the purchase of 722 shares vested of January 15 of each of 2009 and 2010 and options for the purchase of 721 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. Options for the purchase of 723 shares vested on January 15, 2008, options for the purchase of 722 shares vested of January 15 of each of 2009 and 2010 and options for the purchase of 721 shares vested on January 15 of each of 2011 and 2012. Read SEC document |
| May 15, 2012 Filed May 17, 2012 20:35 UTC | WELLTOWER INC. HCN · Entity 2853 | Exercise / conversionCommon Stock | 676 | $40.83 | $27,601.08 |
DisclosureSEC source: 0001209191-12-028917 · doc4.xml · nonDerivative · entry 3 Brinker Scott M · CIK 0001540329 · EVP - Investments 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 23,632 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 15, 2012 Filed May 17, 2012 20:35 UTC | WELLTOWER INC. HCN · Entity 2853 | Exercise / conversionCommon Stock | 911 | $45.73 | $41,660.03 |
DisclosureSEC source: 0001209191-12-028917 · doc4.xml · nonDerivative · entry 2 Brinker Scott M · CIK 0001540329 · EVP - Investments 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 22,956 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 15, 2012 Filed May 17, 2012 20:35 UTC | WELLTOWER INC. HCN · Entity 2853 | SaleCommon Stock | 3,000 | $55.62 | $166,850.70 |
DisclosureSEC source: 0001209191-12-028917 · doc4.xml · nonDerivative · entry 1 Brinker Scott M · CIK 0001540329 · EVP - Investments 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 22,045 Read SEC document |
| January 31, 2012 Filed Feb 2, 2012 22:11 UTC | WELLTOWER INC. HCN · Entity 2853 | Exercise / conversionDeferred Stock Units · Derivative | 1,745 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001209191-12-007042 · doc4.xml · derivative · entry 3 Brinker Scott M · CIK 0001540329 · EVP - Investments 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,232 Underlying: Common · 1,745 shares Expires 2012-01-31 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. 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 and 1,744 units vesting on January 31 of each of 2015, 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 and 1,744 units vesting on January 31 of each of 2015, 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 and 1,744 units vesting on January 31 of each of 2015, 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 and 1,744 units vesting on January 31 of each of 2015, 2016 and 2017. F1 · derivative.underlying_shares: The reported transaction was a vesting of 1,745 deferred stock units on January 31, 2012, resulting in the issuance of 1,745 shares of common stock. No amount was payable in connection with the vesting or the common stock issuance. Read SEC document |
| January 31, 2012 Filed Feb 2, 2012 22:11 UTC | WELLTOWER INC. HCN · Entity 2853 | Tax withholdingCommon Stock | 561 | $57.21 | $32,094.81 |
DisclosureSEC source: 0001209191-12-007042 · doc4.xml · nonDerivative · entry 2 Brinker Scott M · CIK 0001540329 · EVP - Investments 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 25,045 F2 · shares: Tax withholding in shares of common stock on 1,745 deferred stock units granted on January 26, 2012, which grant vested on January 31, 2012. Read SEC document |
| January 31, 2012 Filed Feb 2, 2012 22:11 UTC | WELLTOWER INC. HCN · Entity 2853 | GrantCommon Stock | 1,745 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-12-007042 · doc4.xml · nonDerivative · entry 1 Brinker Scott M · CIK 0001540329 · EVP - Investments 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 25,606 F1 · shares: The reported transaction was a vesting of 1,745 deferred stock units on January 31, 2012, resulting in the issuance of 1,745 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 1,745 deferred stock units on January 31, 2012, resulting in the issuance of 1,745 shares of common stock. No amount was payable in connection with the vesting or the common stock issuance. 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.