Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| WELLTOWER INC.HCN · Entity 2853 | EVP-Head Human Cap.&Corp.Secy. | June 17, 2016 | June 20, 2016 |
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.
WELLTOWER INC.
Report date June 17, 2016 · Filed June 20, 2016
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 63,256 |
Reported balance
After 2016-06-17 transaction · row 1
1 source rowRow 1 · 2016-06-17 · Sale · Disposed 1,955 · Balance 63,256 |
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 |
|---|---|---|---|---|---|---|
| August 01, 2003 Filed Aug 1, 2003 19:02 UTC | WELLTOWER INC. HCN · Entity 2853 | Exercise / conversionCommon Stock | 2,000 | $23.50 | $47,000.00 |
DisclosureSEC source: 0001209191-03-014949 · doc4.xml · nonDerivative · entry 1 IBELE ERIN C · CIK 0001242821 · VP & Corporate Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 45,377 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 |
| July 01, 2003 Filed Jul 2, 2003 20:32 UTC | WELLTOWER INC. HCN · Entity 2853 | Exercise / conversionOption (Right to Buy) · Derivative | 2,000 | $0.00 Strike: $19.88 | $0.00 |
DisclosureSEC source: 0001209191-03-010200 · doc4.xml · derivative · entry 3 IBELE ERIN C · CIK 0001242821 · VP & Corporate Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,000 Underlying: Common · 12,000 shares Expires 2009-09-29 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. 1995 Stock Incentive Plan and had no acquisition price. F3 · derivative.exercise_date: Options for the purchase of 25,000 shares of common stock at $19.875 per share were granted to Ms. Ibele on September 29, 1999, which grant has previously been reported. The partial exercise of these options for the purchase of 13,000 shares has previously been reported. Of the remaining options, options for the purchase of 2,000 shares vested on December 15, 2002 and options for the purchase of 5,000 shares will vest on December 15 of each of 2003 and 2004. F3 · derivative.underlying_shares: Options for the purchase of 25,000 shares of common stock at $19.875 per share were granted to Ms. Ibele on September 29, 1999, which grant has previously been reported. The partial exercise of these options for the purchase of 13,000 shares has previously been reported. Of the remaining options, options for the purchase of 2,000 shares vested on December 15, 2002 and options for the purchase of 5,000 shares will vest on December 15 of each of 2003 and 2004. Read SEC document |
| July 01, 2003 Filed Jul 2, 2003 20:32 UTC | WELLTOWER INC. HCN · Entity 2853 | SaleCommon Stock | 2,000 | $30.00 | $60,000.00 |
DisclosureSEC source: 0001209191-03-010200 · doc4.xml · nonDerivative · entry 2 IBELE ERIN C · CIK 0001242821 · VP & Corporate Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 43,377 F1 · kind: The sale transaction was pursuant to Ms. Ibele's 10b5-1 trading plan. Read SEC document |
| July 01, 2003 Filed Jul 2, 2003 20:32 UTC | WELLTOWER INC. HCN · Entity 2853 | Exercise / conversionCommon Stock | 2,000 | $19.88 | $39,750.00 |
DisclosureSEC source: 0001209191-03-010200 · doc4.xml · nonDerivative · entry 1 IBELE ERIN C · CIK 0001242821 · VP & Corporate Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 45,377 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 |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.