Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Janus Living, Inc.JAN · Entity 3548 | Director | March 23, 2026 | March 24, 2026 |
| WELLTOWER INC.HCN · Entity 2853 | EVP/Pres, Srs. Hous/Post Acute | June 10, 2015 | June 12, 2015 |
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.
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 | 2,500 |
Reported balance
After 2026-03-23 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2026-03-23 · Grant · Acquired 2,500 · Balance 2,500 F1: Represents the grant of vested shares in connection with the Issuer's initial public offering of Class A-1 Common Stock ("IPO"). |
| Class A-1 Common StockSEC Table I · non-derivative | Direct | 7,500 |
Reported balance
After 2026-03-23 transaction · row 2
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 2 · 2026-03-23 · Grant · Acquired 5,000 · Balance 7,500 F2: Represents the grant of restricted stock units ("RSU's") as annual equity compensation for service as a director of the Issuer. The RSUs convert on a one-for one basis into shares of Class A-1 Common Stock upon vesting, and vest in full on the earliest of the first anniversary of the grant date, the date of the Company's annual meeting of stockholders following the grant date, or the termination of the director's service due to death or disability. |
| Class A-1 Common StockSEC Table I · non-derivative | Direct | 13,000 |
Reported balance
After 2026-03-23 transaction · row 3
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 3 · 2026-03-23 · Purchase · Acquired 5,500 · Balance 13,000 F3: Represents shares purchased from the underwriters in the IPO. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents the grant of vested shares in connection with the Issuer's initial public offering of Class A-1 Common Stock ("IPO").
F2: Represents the grant of restricted stock units ("RSU's") as annual equity compensation for service as a director of the Issuer. The RSUs convert on a one-for one basis into shares of Class A-1 Common Stock upon vesting, and vest in full on the earliest of the first anniversary of the grant date, the date of the Company's annual meeting of stockholders following the grant date, or the termination of the director's service due to death or disability.
F3: Represents shares purchased from the underwriters in the IPO.
WELLTOWER INC.
Report date June 10, 2015 · Filed June 12, 2015
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 41,883 |
Reported balance
After 2015-06-10 transaction · row 1
1 source rowRow 1 · 2015-06-10 · Sale · Disposed 1,000 · Balance 41,883 F1: The shares covered by this Form 4 have been sold pursuant to a Rule 10b5-1 Sales Plan dated December 16, 2014. |
| Common StockSEC Table I · non-derivative | IndirectLLC | 45,608 |
Reported balance
Holding disclosure · report date 2015-06-10 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 45,608 F2: The shares are held by an Ohio limited liability company for which the reporting person is the sole manager and, as trustee for a revocable trust of the reporting person, the sole member. |
Filing footnotes · ownership attribution and instrument terms
F1: The shares covered by this Form 4 have been sold pursuant to a Rule 10b5-1 Sales Plan dated December 16, 2014.
F2: The shares are held by an Ohio limited liability company for which the reporting person is the sole manager and, as trustee for a revocable trust of the reporting person, the sole member.
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 |
|---|---|---|---|---|---|---|
| November 21, 2012 Filed Nov 21, 2012 18:16 UTC | WELLTOWER INC. HCN · Entity 2853 | Exercise / conversionCommon Stock | 1,867 | $45.73 | $85,377.91 |
DisclosureSEC source: 0001209191-12-054242 · doc4.xml · nonDerivative · entry 2 HERMAN CHARLES J JR · CIK 0001242823 · EVP & Chief Investment Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 41,851 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 21, 2012 Filed Nov 21, 2012 18:16 UTC | WELLTOWER INC. HCN · Entity 2853 | Exercise / conversionCommon Stock | 834 | $36.50 | $30,441.00 |
DisclosureSEC source: 0001209191-12-054242 · doc4.xml · nonDerivative · entry 1 HERMAN CHARLES J JR · CIK 0001242823 · EVP & Chief Investment Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 39,984 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 26, 2012 Filed Mar 27, 2012 20:45 UTC | WELLTOWER INC. HCN · Entity 2853 | OtherCommon Stock | 11,834 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-12-020083 · doc4.xml · nonDerivative · entry 2 HERMAN CHARLES J JR · CIK 0001242823 · EVP & Chief Investment Officer 10b5-1 filing: Not disclosed Ownership: Indirect · LLC Disclosed balance after: 48,573 F1 · kind: The shares are held by an Ohio limited liability company for which the reporting person is the sole manager and, as trustee for a revocable trust of the reporting person, the sole member. F2 · price: No amount was payable in connection with the transfer of common stock on March 26, 2012. F1 · ownership.nature: The shares are held by an Ohio limited liability company for which the reporting person is the sole manager and, as trustee for a revocable trust of the reporting person, the sole member. Read SEC document |
| March 26, 2012 Filed Mar 27, 2012 20:45 UTC | WELLTOWER INC. HCN · Entity 2853 | OtherCommon Stock | 11,834 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-12-020083 · doc4.xml · nonDerivative · entry 1 HERMAN CHARLES J JR · CIK 0001242823 · EVP & Chief Investment Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 39,150 F1 · kind: The shares are held by an Ohio limited liability company for which the reporting person is the sole manager and, as trustee for a revocable trust of the reporting person, the sole member. F2 · price: No amount was payable in connection with the transfer of common stock on March 26, 2012. Read SEC document |
| January 31, 2012 Filed Feb 2, 2012 22:03 UTC | WELLTOWER INC. HCN · Entity 2853 | Exercise / conversionDeferred Stock Units · Derivative | 4,797 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001209191-12-007021 · doc4.xml · derivative · entry 6 HERMAN CHARLES J JR · CIK 0001242823 · EVP & Chief Investment Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,391 Underlying: Common · 4,797 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. F6 · 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 4,797 units having vested on January 31, 2012 and 4,797 units vesting on January 31 of each of 2015, 2016 and 2017. F6 · 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 4,797 units having vested on January 31, 2012 and 4,797 units vesting on January 31 of each of 2015, 2016 and 2017. F6 · 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 4,797 units having vested on January 31, 2012 and 4,797 units vesting on January 31 of each of 2015, 2016 and 2017. F6 · 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 4,797 units having vested on January 31, 2012 and 4,797 units vesting on January 31 of each of 2015, 2016 and 2017. F2 · derivative.underlying_shares: The reported transaction was a vesting of 4,797 deferred stock units on January 31, 2012, resulting in the issuance of 4,797 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 22:03 UTC | WELLTOWER INC. HCN · Entity 2853 | Tax withholdingCommon Stock | 1,605 | $57.21 | $91,822.05 |
DisclosureSEC source: 0001209191-12-007021 · doc4.xml · nonDerivative · entry 4 HERMAN CHARLES J JR · CIK 0001242823 · EVP & Chief Investment Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 50,984 F4 · shares: Tax withholding in shares of common stock on 4,797 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 22:03 UTC | WELLTOWER INC. HCN · Entity 2853 | Tax withholdingCommon Stock | 558 | $57.21 | $31,923.18 |
DisclosureSEC source: 0001209191-12-007021 · doc4.xml · nonDerivative · entry 3 HERMAN CHARLES J JR · CIK 0001242823 · EVP & Chief Investment Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 52,589 F3 · shares: Tax withholding in shares of common stock on 1,695 performance shares granted on January 27, 2011, which grant vested on January 31, 2012. Read SEC document |
| January 31, 2012 Filed Feb 2, 2012 22:03 UTC | WELLTOWER INC. HCN · Entity 2853 | Exercise / conversionCommon Stock | 4,797 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-12-007021 · doc4.xml · nonDerivative · entry 2 HERMAN CHARLES J JR · CIK 0001242823 · EVP & Chief Investment Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 53,147 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 · shares: The reported transaction was a vesting of 4,797 deferred stock units on January 31, 2012, resulting in the issuance of 4,797 shares of common stock. No amount was payable in connection with the vesting or the common stock issuance. F2 · price: The reported transaction was a vesting of 4,797 deferred stock units on January 31, 2012, resulting in the issuance of 4,797 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 22:03 UTC | WELLTOWER INC. HCN · Entity 2853 | GrantCommon Stock | 1,695 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-12-007021 · doc4.xml · nonDerivative · entry 1 HERMAN CHARLES J JR · CIK 0001242823 · EVP & Chief Investment Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 48,350 F1 · shares: The reported transaction was the satisfaction of a performance contingency applicable to 1,695 performance shares granted without cash consideration on January 27, 2011 under the Amended and Restated Health Care REIT, Inc. 2005 Long-Term Incentive Plan. No amount was payable in connection with the vesting or the common stock issuance. F1 · price: The reported transaction was the satisfaction of a performance contingency applicable to 1,695 performance shares granted without cash consideration on January 27, 2011 under the Amended and Restated Health Care REIT, Inc. 2005 Long-Term Incentive Plan. No amount was payable in connection with the vesting or the common stock issuance. Read SEC document |
| January 26, 2012 Filed Jan 30, 2012 20:18 UTC | WELLTOWER INC. HCN · Entity 2853 | GrantDeferred Stock Units · Derivative | 19,188 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001209191-12-006061 · doc4.xml · derivative · entry 4 HERMAN CHARLES J JR · CIK 0001242823 · EVP & Chief Investment Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,188 Underlying: Common · 19,188 shares Expires 2017-01-31 F5 · 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 4,797 units vesting on January 31, 2012 and 4,797 units vesting on January 31 of each of 2015, 2016 and 2017. F5 · 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 4,797 units vesting on January 31, 2012 and 4,797 units vesting on January 31 of each of 2015, 2016 and 2017. F5 · 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 4,797 units vesting on January 31, 2012 and 4,797 units vesting on January 31 of each of 2015, 2016 and 2017. F5 · 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 4,797 units vesting on January 31, 2012 and 4,797 units vesting on January 31 of each of 2015, 2016 and 2017. F5 · derivative.underlying_shares: 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 4,797 units vesting on January 31, 2012 and 4,797 units vesting on January 31 of each of 2015, 2016 and 2017. Read SEC document |
| January 26, 2012 Filed Jan 30, 2012 20:18 UTC | WELLTOWER INC. HCN · Entity 2853 | GrantOption (Right to Buy) · Derivative | 24,305 | $0.00 Strike: $57.33 | $0.00 |
DisclosureSEC source: 0001209191-12-006061 · doc4.xml · derivative · entry 3 HERMAN CHARLES J JR · CIK 0001242823 · EVP & Chief Investment Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 24,305 Underlying: Common · 24,305 shares Expires 2022-01-26 F4 · price: The options were granted under the Amended and Restated Health Care REIT, Inc. 2005 Long-Term Incentive Plan and had no acquisition price. F3 · derivative.exercise_date: Options for the purchase of 24,305 shares of common stock at $57.33 per share were granted to Mr. Herman on January 26, 2012. Options for the purchase of 4,861 shares will vest on January 15 of each of 2013, 2014, 2015, 2016 and 2017. F3 · derivative.underlying_shares: Options for the purchase of 24,305 shares of common stock at $57.33 per share were granted to Mr. Herman on January 26, 2012. Options for the purchase of 4,861 shares will vest on January 15 of each of 2013, 2014, 2015, 2016 and 2017. Read SEC document |
| January 26, 2012 Filed Jan 30, 2012 20:18 UTC | WELLTOWER INC. HCN · Entity 2853 | GrantCommon Stock | 14,130 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-12-006061 · doc4.xml · nonDerivative · entry 1 HERMAN CHARLES J JR · CIK 0001242823 · EVP & Chief Investment Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 46,655 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, 2012 Filed Jan 17, 2012 22:46 UTC | WELLTOWER INC. HCN · Entity 2853 | Tax withholdingCommon Stock | 3,774 | $55.53 | $209,570.22 |
DisclosureSEC source: 0001209191-12-003913 · doc4.xml · nonDerivative · entry 1 HERMAN CHARLES J JR · CIK 0001242823 · EVP & Chief Investment Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 32,525 Read SEC document |
| June 01, 2011 Filed Jun 2, 2011 20:28 UTC | WELLTOWER INC. HCN · Entity 2853 | Exercise / conversionOption (Right to Buy) · Derivative | 4,756 | $0.00 Strike: $43.29 | $0.00 |
DisclosureSEC source: 0001209191-11-032523 · doc4.xml · derivative · entry 12 HERMAN CHARLES J JR · CIK 0001242823 · EVP & Chief Investment Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,020 Underlying: Common · 23,776 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. F8 · price: The options were granted under the Amended and Restated Health Care REIT, Inc. 2005 Long-Term Incentive Plan and had no acquisition price. F7 · derivative.exercise_date: Options for the purchase of 23,776 shares of common stock at $43.29 per share were granted to Mr. Herman on January 28, 2010, which grant has previously been reported. Options for the purchase of 4,756 shares vested on January 15, 2011 and options for the purchase of 4,755 shares will vest on January 15 of each of 2012, 2013, 2014 and 2015. F7 · derivative.underlying_shares: Options for the purchase of 23,776 shares of common stock at $43.29 per share were granted to Mr. Herman on January 28, 2010, which grant has previously been reported. Options for the purchase of 4,756 shares vested on January 15, 2011 and options for the purchase of 4,755 shares will vest on January 15 of each of 2012, 2013, 2014 and 2015. Read SEC document |
| June 01, 2011 Filed Jun 2, 2011 20:28 UTC | WELLTOWER INC. HCN · Entity 2853 | Exercise / conversionOption (Right to Buy) · Derivative | 7,887 | $0.00 Strike: $37.00 | $0.00 |
DisclosureSEC source: 0001209191-11-032523 · doc4.xml · derivative · entry 11 HERMAN CHARLES J JR · CIK 0001242823 · EVP & Chief Investment Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 23,660 Underlying: Common · 31,547 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. F3 · price: The options were granted under the Health Care REIT, Inc. 2005 Long-Term Incentive Plan and had no acquisition price. F6 · derivative.exercise_date: Options for the purchase of 39,434 shares of common stock at $37.00 per share were granted to Mr. Herman on January 29, 2009, which grant has previously been reported. The partial exercise of these options for the purchase of 7,887 shares has previously been reported. Of the remaining options, options for the purchase of 7,887 shares vested on January 15, 2011 and options for the purchase of 7,887 shares will vest on January 15 of each of 2012 and 2013 and options for the purchase of 7,886 shares will vest on January 15, 2014. F6 · derivative.underlying_shares: Options for the purchase of 39,434 shares of common stock at $37.00 per share were granted to Mr. Herman on January 29, 2009, which grant has previously been reported. The partial exercise of these options for the purchase of 7,887 shares has previously been reported. Of the remaining options, options for the purchase of 7,887 shares vested on January 15, 2011 and options for the purchase of 7,887 shares will vest on January 15 of each of 2012 and 2013 and options for the purchase of 7,886 shares will vest on January 15, 2014. Read SEC document |
| June 01, 2011 Filed Jun 2, 2011 20:28 UTC | WELLTOWER INC. HCN · Entity 2853 | Exercise / conversionOption (Right to Buy) · Derivative | 8,438 | $0.00 Strike: $40.83 | $0.00 |
DisclosureSEC source: 0001209191-11-032523 · doc4.xml · derivative · entry 10 HERMAN CHARLES J JR · CIK 0001242823 · EVP & Chief Investment Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,728 Underlying: Common · 21,166 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. F3 · price: The options were granted under the Health Care REIT, Inc. 2005 Long-Term Incentive Plan and had no acquisition price. F5 · derivative.exercise_date: Options for the purchase of 25,386 shares of common stock at $40.83 per share were granted to Mr. Herman on January 21, 2008, which grant has previously been reported. The partial exercise of these options for the purchase of 4,220 shares has previously been reported. Of the remaining options, options for the purchase of 858 shares vested on January 15, 2009, options for the purchase of 5,077 shares vested on January 15 of each of 2010 and 2011 and options for the purchase of 5,077 shares will vest on January 15 of each of 2012 and 2013. F5 · derivative.underlying_shares: Options for the purchase of 25,386 shares of common stock at $40.83 per share were granted to Mr. Herman on January 21, 2008, which grant has previously been reported. The partial exercise of these options for the purchase of 4,220 shares has previously been reported. Of the remaining options, options for the purchase of 858 shares vested on January 15, 2009, options for the purchase of 5,077 shares vested on January 15 of each of 2010 and 2011 and options for the purchase of 5,077 shares will vest on January 15 of each of 2012 and 2013. Read SEC document |
| June 01, 2011 Filed Jun 2, 2011 20:28 UTC | WELLTOWER INC. HCN · Entity 2853 | Exercise / conversionOption (Right to Buy) · Derivative | 6,745 | $0.00 Strike: $45.73 | $0.00 |
DisclosureSEC source: 0001209191-11-032523 · doc4.xml · derivative · entry 9 HERMAN CHARLES J JR · CIK 0001242823 · EVP & Chief Investment Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,534 Underlying: Common · 11,279 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 Health Care REIT, Inc. 2005 Long-Term Incentive Plan and had no acquisition price. F4 · derivative.exercise_date: Options for the purchase of 11,279 shares of common stock at $45.73 per share were granted to Mr. Herman on January 22, 2007, which grant has previously been report. Options for the purchase of 2,257 shares vested on January 15, 2008, options for the purchase of 2,256 shares vested on January 15 of each of 2009 and 2010, options for the purchase of 2,255 shares vested on January 15, 2011 and options for the purchase of 2,255 shares will vest on January 15, 2012. F4 · derivative.underlying_shares: Options for the purchase of 11,279 shares of common stock at $45.73 per share were granted to Mr. Herman on January 22, 2007, which grant has previously been report. Options for the purchase of 2,257 shares vested on January 15, 2008, options for the purchase of 2,256 shares vested on January 15 of each of 2009 and 2010, options for the purchase of 2,255 shares vested on January 15, 2011 and options for the purchase of 2,255 shares will vest on January 15, 2012. Read SEC document |
| June 01, 2011 Filed Jun 2, 2011 20:28 UTC | WELLTOWER INC. HCN · Entity 2853 | Exercise / conversionOption (Right to Buy) · Derivative | 1,720 | $0.00 Strike: $36.50 | $0.00 |
DisclosureSEC source: 0001209191-11-032523 · doc4.xml · derivative · entry 8 HERMAN CHARLES J JR · CIK 0001242823 · EVP & Chief Investment Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,083 Underlying: Common · 3,803 shares Expires 2016-01-23 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 Health Care REIT, Inc. 2005 Long-Term Incentive Plan and had no acquisition price. F2 · derivative.exercise_date: Options for the purchase of 10,684 shares of common stock at $36.50 per share were granted to Mr. Herman on January 23, 2006, which grant has previously been reported. The partial exercise of these options for the purchase of 6,881 shares has previously been reported. Of the remaining options, options for the purchase of 417 shares vested January 15 of each of 2007, 2008 and 2009, options for the purchase of 416 shares vested on January 15, 2010 and options for the purchase of 2,136 shares vested on January 15, 2011. F2 · derivative.underlying_shares: Options for the purchase of 10,684 shares of common stock at $36.50 per share were granted to Mr. Herman on January 23, 2006, which grant has previously been reported. The partial exercise of these options for the purchase of 6,881 shares has previously been reported. Of the remaining options, options for the purchase of 417 shares vested January 15 of each of 2007, 2008 and 2009, options for the purchase of 416 shares vested on January 15, 2010 and options for the purchase of 2,136 shares vested on January 15, 2011. Read SEC document |
| June 01, 2011 Filed Jun 2, 2011 20:28 UTC | WELLTOWER INC. HCN · Entity 2853 | SaleCommon Stock | 29,546 | $52.51 | $1,551,454.55 |
DisclosureSEC source: 0001209191-11-032523 · doc4.xml · nonDerivative · entry 6 HERMAN CHARLES J JR · CIK 0001242823 · EVP & Chief Investment Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 36,299 Read SEC document |
| June 01, 2011 Filed Jun 2, 2011 20:28 UTC | WELLTOWER INC. HCN · Entity 2853 | Exercise / conversionCommon Stock | 4,756 | $43.29 | $205,887.24 |
DisclosureSEC source: 0001209191-11-032523 · doc4.xml · nonDerivative · entry 5 HERMAN CHARLES J JR · CIK 0001242823 · EVP & Chief Investment Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 65,845 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 |
| June 01, 2011 Filed Jun 2, 2011 20:28 UTC | WELLTOWER INC. HCN · Entity 2853 | Exercise / conversionCommon Stock | 7,887 | $37.00 | $291,819.00 |
DisclosureSEC source: 0001209191-11-032523 · doc4.xml · nonDerivative · entry 4 HERMAN CHARLES J JR · CIK 0001242823 · EVP & Chief Investment Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 61,089 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 |
| June 01, 2011 Filed Jun 2, 2011 20:28 UTC | WELLTOWER INC. HCN · Entity 2853 | Exercise / conversionCommon Stock | 8,438 | $40.83 | $344,523.54 |
DisclosureSEC source: 0001209191-11-032523 · doc4.xml · nonDerivative · entry 3 HERMAN CHARLES J JR · CIK 0001242823 · EVP & Chief Investment Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 53,202 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 |
| June 01, 2011 Filed Jun 2, 2011 20:28 UTC | WELLTOWER INC. HCN · Entity 2853 | Exercise / conversionCommon Stock | 6,745 | $45.73 | $308,448.85 |
DisclosureSEC source: 0001209191-11-032523 · doc4.xml · nonDerivative · entry 2 HERMAN CHARLES J JR · CIK 0001242823 · EVP & Chief Investment Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 44,764 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 |
| June 01, 2011 Filed Jun 2, 2011 20:28 UTC | WELLTOWER INC. HCN · Entity 2853 | Exercise / conversionCommon Stock | 1,720 | $36.50 | $62,780.00 |
DisclosureSEC source: 0001209191-11-032523 · doc4.xml · nonDerivative · entry 1 HERMAN CHARLES J JR · CIK 0001242823 · EVP & Chief Investment Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 38,019 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 18, 2011 Filed Mar 21, 2011 20:28 UTC | WELLTOWER INC. HCN · Entity 2853 | OtherCommon Stock | 19,149 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-11-018999 · doc4.xml · nonDerivative · entry 2 HERMAN CHARLES J JR · CIK 0001242823 · EVP & Chief Investment Officer 10b5-1 filing: Not disclosed Ownership: Indirect · LLC Disclosed balance after: 36,739 F1 · kind: The shares are held by an Ohio limited liability company for which the reporting person is the sole manager and, as trustee for a revocable trust of the reporting person, the sole member. F2 · price: No amount was payable in connection with the transfer of common stock on March 18, 2011. F1 · ownership.nature: The shares are held by an Ohio limited liability company for which the reporting person is the sole manager and, as trustee for a revocable trust of the reporting person, the sole member. Read SEC document |
| March 18, 2011 Filed Mar 21, 2011 20:28 UTC | WELLTOWER INC. HCN · Entity 2853 | OtherCommon Stock | 19,149 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-11-018999 · doc4.xml · nonDerivative · entry 1 HERMAN CHARLES J JR · CIK 0001242823 · EVP & Chief Investment Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 36,299 F1 · kind: The shares are held by an Ohio limited liability company for which the reporting person is the sole manager and, as trustee for a revocable trust of the reporting person, the sole member. F2 · price: No amount was payable in connection with the transfer of common stock on March 18, 2011. Read SEC document |
| January 27, 2011 Filed Jan 31, 2011 21:30 UTC | WELLTOWER INC. HCN · Entity 2853 | GrantOption (Right to Buy) · Derivative | 19,971 | $0.00 Strike: $49.17 | $0.00 |
DisclosureSEC source: 0001209191-11-005778 · doc4.xml · derivative · entry 3 HERMAN CHARLES J JR · CIK 0001242823 · EVP & Chief Investment Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,971 Underlying: Common · 19,971 shares Expires 2021-01-27 F4 · price: The options were granted under the Amended and Restated Health Care REIT, Inc. 2005 Long-Term Incentive Plan and had no acquisition price. F3 · derivative.exercise_date: Options for the purchase of 19,971 shares of common stock at $49.17 per share were granted to Mr. Herman on January 27, 2011. Options for the purchase of 3,995 shares will vest on January 15, 2012 and options for the purchase of 3,994 shares will vest on January 15 of each of 2013, 2014, 2015 and 2016. F3 · derivative.underlying_shares: Options for the purchase of 19,971 shares of common stock at $49.17 per share were granted to Mr. Herman on January 27, 2011. Options for the purchase of 3,995 shares will vest on January 15, 2012 and options for the purchase of 3,994 shares will vest on January 15 of each of 2013, 2014, 2015 and 2016. Read SEC document |
| January 27, 2011 Filed Jan 31, 2011 21:30 UTC | WELLTOWER INC. HCN · Entity 2853 | GrantCommon Stock | 11,697 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-11-005778 · doc4.xml · nonDerivative · entry 1 HERMAN CHARLES J JR · CIK 0001242823 · EVP & Chief Investment Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 55,448 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. Mr. Herman received an award of 5,085 performance shares at the same time. This award will entitle him to receive shares of common stock, which vest in equal installments over a three-year period, if certain company-level performance measures are achieved in 2011. The performance shares are neither equity securities nor derivative securities as defined by the Commission for purposes of this Form and, accordingly, are not reported separately herein. Read SEC document |
| January 15, 2011 Filed Jan 19, 2011 22:09 UTC | WELLTOWER INC. HCN · Entity 2853 | Tax withholdingCommon Stock | 3,733 | $47.05 | $175,637.65 |
DisclosureSEC source: 0001209191-11-003865 · doc4.xml · nonDerivative · entry 1 HERMAN CHARLES J JR · CIK 0001242823 · EVP & Chief Investment Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 43,751 Read SEC document |
| November 08, 2010 Filed Nov 10, 2010 22:03 UTC | WELLTOWER INC. HCN · Entity 2853 | Exercise / conversionOption (Right to Buy) · Derivative | 7,887 | $0.00 Strike: $37.00 | $0.00 |
DisclosureSEC source: 0001209191-10-054268 · doc4.xml · derivative · entry 10 HERMAN CHARLES J JR · CIK 0001242823 · EVP & Chief Investment Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 31,547 Underlying: Common · 39,434 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. F6 · price: The options were granted under the Health Care REIT, Inc. 2005 Long-Term Incentive Plan and had no acquisition price. F7 · derivative.exercise_date: Options for the purchase of 39,434 shares of common stock at $37.00 per share were granted to Mr. Herman on January 29, 2009, which grant has previously been reported. Options for the purchase of 7,887 shares vested on January 15, 2010 and options for the purchase of 7,887 shares will vest on January 15 of each of 2011, 2012 and 2013 and options for the purchase of 7,886 shares will vest on January 15, 2014. F7 · derivative.underlying_shares: Options for the purchase of 39,434 shares of common stock at $37.00 per share were granted to Mr. Herman on January 29, 2009, which grant has previously been reported. Options for the purchase of 7,887 shares vested on January 15, 2010 and options for the purchase of 7,887 shares will vest on January 15 of each of 2011, 2012 and 2013 and options for the purchase of 7,886 shares will vest on January 15, 2014. Read SEC document |
| November 08, 2010 Filed Nov 10, 2010 22:03 UTC | WELLTOWER INC. HCN · Entity 2853 | Exercise / conversionOption (Right to Buy) · Derivative | 4,220 | $0.00 Strike: $40.83 | $0.00 |
DisclosureSEC source: 0001209191-10-054268 · doc4.xml · derivative · entry 9 HERMAN CHARLES J JR · CIK 0001242823 · EVP & Chief Investment Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 21,166 Underlying: Common · 25,386 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. F6 · price: The options were granted under the Health Care REIT, Inc. 2005 Long-Term Incentive Plan and had no acquisition price. F5 · derivative.exercise_date: Options for the purchase of 25,386 shares of common stock at $40.83 per share were granted to Mr. Herman on January 21, 2008, which grant has previously been reported. Options for the purchase of 5,078 shares vested on January 15, 2009, options for the purchase of 5,077 shares vested on January 15, 2010 and options for the purchase of 5,077 shares will vest on January 15 of each of 2011, 2012 and 2013. F5 · derivative.underlying_shares: Options for the purchase of 25,386 shares of common stock at $40.83 per share were granted to Mr. Herman on January 21, 2008, which grant has previously been reported. Options for the purchase of 5,078 shares vested on January 15, 2009, options for the purchase of 5,077 shares vested on January 15, 2010 and options for the purchase of 5,077 shares will vest on January 15 of each of 2011, 2012 and 2013. Read SEC document |
| November 08, 2010 Filed Nov 10, 2010 22:03 UTC | WELLTOWER INC. HCN · Entity 2853 | Exercise / conversionOption (Right to Buy) · Derivative | 3,561 | $0.00 Strike: $34.88 | $0.00 |
DisclosureSEC source: 0001209191-10-054268 · doc4.xml · derivative · entry 8 HERMAN CHARLES J JR · CIK 0001242823 · EVP & Chief Investment Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common · 3,561 shares Expires 2015-01-24 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 Health Care REIT, Inc. 1995 Stock Incentive Plan and had no acquisition price. F4 · derivative.exercise_date: Options for the purchase of 3,561 shares of common stock at $34.88 per share were granted to Mr. Herman on January 24, 2005, which grant has previously been reported. Options for the purchase of 712 shares vested on January 15 of each of 2006, 2007, 2008 and 2009 and options for the purchase of 713 shares vested on January 15, 2010. F4 · derivative.underlying_shares: Options for the purchase of 3,561 shares of common stock at $34.88 per share were granted to Mr. Herman on January 24, 2005, which grant has previously been reported. Options for the purchase of 712 shares vested on January 15 of each of 2006, 2007, 2008 and 2009 and options for the purchase of 713 shares vested on January 15, 2010. Read SEC document |
| November 08, 2010 Filed Nov 10, 2010 22:03 UTC | WELLTOWER INC. HCN · Entity 2853 | Exercise / conversionOption (Right to Buy) · Derivative | 6,653 | $0.00 Strike: $37.00 | $0.00 |
DisclosureSEC source: 0001209191-10-054268 · doc4.xml · derivative · entry 7 HERMAN CHARLES J JR · CIK 0001242823 · EVP & Chief Investment Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common · 6,653 shares Expires 2014-01-26 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 Health Care REIT, Inc. 1995 Stock Incentive Plan and had no acquisition price. F2 · derivative.exercise_date: Options for the purchase of 6,653 shares of common stock at $37.00 per share were granted to Mr. Herman on January 26, 2004, which grant has previously been reported. Options for the purchase of 1,331 shares vested on January 15 of each of 2005, 2006 and 2007 and options for the purchase of 1,330 shares vested on January 15 of each of 2008 and 2009. F2 · derivative.underlying_shares: Options for the purchase of 6,653 shares of common stock at $37.00 per share were granted to Mr. Herman on January 26, 2004, which grant has previously been reported. Options for the purchase of 1,331 shares vested on January 15 of each of 2005, 2006 and 2007 and options for the purchase of 1,330 shares vested on January 15 of each of 2008 and 2009. Read SEC document |
| November 08, 2010 Filed Nov 10, 2010 22:03 UTC | WELLTOWER INC. HCN · Entity 2853 | SaleCommon Stock | 22,321 | $50.52 | $1,127,688.17 |
DisclosureSEC source: 0001209191-10-054268 · doc4.xml · nonDerivative · entry 5 HERMAN CHARLES J JR · CIK 0001242823 · EVP & Chief Investment Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 47,484 Read SEC document |
| November 08, 2010 Filed Nov 10, 2010 22:03 UTC | WELLTOWER INC. HCN · Entity 2853 | Exercise / conversionCommon Stock | 7,887 | $37.00 | $291,819.00 |
DisclosureSEC source: 0001209191-10-054268 · doc4.xml · nonDerivative · entry 4 HERMAN CHARLES J JR · CIK 0001242823 · EVP & Chief Investment Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 69,805 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 08, 2010 Filed Nov 10, 2010 22:03 UTC | WELLTOWER INC. HCN · Entity 2853 | Exercise / conversionCommon Stock | 4,220 | $40.83 | $172,302.60 |
DisclosureSEC source: 0001209191-10-054268 · doc4.xml · nonDerivative · entry 3 HERMAN CHARLES J JR · CIK 0001242823 · EVP & Chief Investment Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 61,918 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 08, 2010 Filed Nov 10, 2010 22:03 UTC | WELLTOWER INC. HCN · Entity 2853 | Exercise / conversionCommon Stock | 3,561 | $34.88 | $124,207.68 |
DisclosureSEC source: 0001209191-10-054268 · doc4.xml · nonDerivative · entry 2 HERMAN CHARLES J JR · CIK 0001242823 · EVP & Chief Investment Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 57,698 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 08, 2010 Filed Nov 10, 2010 22:03 UTC | WELLTOWER INC. HCN · Entity 2853 | Exercise / conversionCommon Stock | 6,653 | $37.00 | $246,161.00 |
DisclosureSEC source: 0001209191-10-054268 · doc4.xml · nonDerivative · entry 1 HERMAN CHARLES J JR · CIK 0001242823 · EVP & Chief Investment Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 54,137 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, 2010 Filed Jul 2, 2010 16:06 UTC | WELLTOWER INC. HCN · Entity 2853 | Tax withholdingCommon Stock | 250 | $41.98 | $10,495.00 |
DisclosureSEC source: 0001209191-10-036830 · doc4.xml · nonDerivative · entry 1 HERMAN CHARLES J JR · CIK 0001242823 · EVP & Chief Investment Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 47,484 Read SEC document |
| March 08, 2010 Filed Mar 9, 2010 21:17 UTC | WELLTOWER INC. HCN · Entity 2853 | Exercise / conversionOption (Right to Buy) · Derivative | 6,881 | $0.00 Strike: $36.50 | $0.00 |
DisclosureSEC source: 0001209191-10-015625 · doc4.xml · derivative · entry 4 HERMAN CHARLES J JR · CIK 0001242823 · EVP & Chief Investment Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,803 Underlying: Common · 6,881 shares Expires 2016-01-23 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 Health Care REIT, Inc. 2005 Long-Term Incentive Plan and had no acquisition price. F2 · derivative.exercise_date: Options for the purchase of 10,684 shares of common stock at $36.50 per share were granted to Mr. Herman on January 23, 2006, which grant has previously been reported. Options for the purchase of 2,138 shares vested on January 15, 2007, options for the purchase of 2,137 shares vested on January 15 of each of 2008 and 2009, options for the purchase of 2,136 shares vested on January 15, 2010 and options for the purchase of 2,136 shares will vest on January 15, 2011. F2 · derivative.underlying_shares: Options for the purchase of 10,684 shares of common stock at $36.50 per share were granted to Mr. Herman on January 23, 2006, which grant has previously been reported. Options for the purchase of 2,138 shares vested on January 15, 2007, options for the purchase of 2,137 shares vested on January 15 of each of 2008 and 2009, options for the purchase of 2,136 shares vested on January 15, 2010 and options for the purchase of 2,136 shares will vest on January 15, 2011. Read SEC document |
| March 08, 2010 Filed Mar 9, 2010 21:17 UTC | WELLTOWER INC. HCN · Entity 2853 | SaleCommon Stock | 6,881 | $43.35 | $298,300.30 |
DisclosureSEC source: 0001209191-10-015625 · doc4.xml · nonDerivative · entry 2 HERMAN CHARLES J JR · CIK 0001242823 · EVP & Chief Investment Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 47,734 Read SEC document |
| March 08, 2010 Filed Mar 9, 2010 21:17 UTC | WELLTOWER INC. HCN · Entity 2853 | Exercise / conversionCommon Stock | 6,881 | $36.50 | $251,156.50 |
DisclosureSEC source: 0001209191-10-015625 · doc4.xml · nonDerivative · entry 1 HERMAN CHARLES J JR · CIK 0001242823 · EVP & Chief Investment Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 54,615 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 |
| January 28, 2010 Filed Jan 29, 2010 21:29 UTC | WELLTOWER INC. HCN · Entity 2853 | GrantOption (Right to Buy) · Derivative | 23,776 | $0.00 Strike: $43.29 | $0.00 |
DisclosureSEC source: 0001209191-10-005584 · doc4.xml · derivative · entry 3 HERMAN CHARLES J JR · CIK 0001242823 · EVP & Chief Investment Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 23,776 Underlying: Common · 23,776 shares Expires 2020-01-28 F4 · price: The options were granted under the Amended and Restated Health Care REIT, Inc. 2005 Long-Term Incentive Plan and had no acquisition price. F3 · derivative.exercise_date: Options for the purchase of 23,776 shares of common stock at $43.29 per share were granted to Mr. Herman on January 28, 2010. Options for the purchase of 4,756 shares will vest of January 15, 2011 and options for the purchase of 4,755 shares will vest on January 15 of each of 2012, 2013, 2014 and 2015. F3 · derivative.underlying_shares: Options for the purchase of 23,776 shares of common stock at $43.29 per share were granted to Mr. Herman on January 28, 2010. Options for the purchase of 4,756 shares will vest of January 15, 2011 and options for the purchase of 4,755 shares will vest on January 15 of each of 2012, 2013, 2014 and 2015. Read SEC document |
| January 28, 2010 Filed Jan 29, 2010 21:29 UTC | WELLTOWER INC. HCN · Entity 2853 | GrantCommon Stock | 12,885 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-10-005584 · doc4.xml · nonDerivative · entry 1 HERMAN CHARLES J JR · CIK 0001242823 · EVP & Chief Investment Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 47,734 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, 2010 Filed Jan 20, 2010 15:36 UTC | WELLTOWER INC. HCN · Entity 2853 | Tax withholdingCommon Stock | 3,155 | $44.30 | $139,766.50 |
DisclosureSEC source: 0001209191-10-003797 · doc4.xml · nonDerivative · entry 1 HERMAN CHARLES J JR · CIK 0001242823 · EVP & Chief Investment Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 34,849 Read SEC document |
| July 01, 2009 Filed Jul 2, 2009 18:41 UTC | WELLTOWER INC. HCN · Entity 2853 | Tax withholdingCommon Stock | 256 | $34.37 | $8,798.72 |
DisclosureSEC source: 0001209191-09-035052 · doc4.xml · nonDerivative · entry 1 HERMAN CHARLES J JR · CIK 0001242823 · EVP & Chief Investment Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 38,004 Read SEC document |
| January 29, 2009 Filed Feb 2, 2009 20:07 UTC | WELLTOWER INC. HCN · Entity 2853 | GrantOption (Right to Buy) · Derivative | 39,434 | $0.00 Strike: $37.00 | $0.00 |
DisclosureSEC source: 0001209191-09-005807 · doc4.xml · derivative · entry 3 HERMAN CHARLES J JR · CIK 0001242823 · EVP & Chief Investment Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 39,434 Underlying: Common · 39,434 shares Expires 2019-01-29 F4 · 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 39,434 shares of common stock at $37.00 per share were granted to Mr. Herman on January 29, 2009. Options for the purchase of 7,887 shares will vest of January 15 of each 2010, 2011, 2012 and 2013 and options for the purchase of 7,886 shares will vest on January 15, 2014. F3 · derivative.underlying_shares: Options for the purchase of 39,434 shares of common stock at $37.00 per share were granted to Mr. Herman on January 29, 2009. Options for the purchase of 7,887 shares will vest of January 15 of each 2010, 2011, 2012 and 2013 and options for the purchase of 7,886 shares will vest on January 15, 2014. Read SEC document |
| January 29, 2009 Filed Feb 2, 2009 20:07 UTC | WELLTOWER INC. HCN · Entity 2853 | GrantCommon Stock | 14,004 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-09-005807 · doc4.xml · nonDerivative · entry 1 HERMAN CHARLES J JR · CIK 0001242823 · EVP & Chief Investment Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 38,260 F1 · price: The shares were granted without cash consideration as shares of restricted stock under the Health Care REIT, Inc. 2005 Long-Term Incentive Plan. Read SEC document |
| January 15, 2009 Filed Jan 16, 2009 21:51 UTC | WELLTOWER INC. HCN · Entity 2853 | Tax withholdingCommon Stock | 2,478 | $37.35 | $92,553.30 |
DisclosureSEC source: 0001209191-09-003563 · doc4.xml · nonDerivative · entry 1 HERMAN CHARLES J JR · CIK 0001242823 · EVP & Chief Investment Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 24,256 Read SEC document |
| July 01, 2008 Filed Jul 2, 2008 20:50 UTC | WELLTOWER INC. HCN · Entity 2853 | Tax withholdingCommon Stock | 256 | $44.17 | $11,307.52 |
DisclosureSEC source: 0001209191-08-040724 · doc4.xml · nonDerivative · entry 1 HERMAN CHARLES J JR · CIK 0001242823 · EVP & Chief Investment Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 26,734 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.