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 |
|---|---|---|---|---|---|---|
| June 23, 2008 Filed Jun 24, 2008 20:09 UTC | WELLTOWER INC. HCN · Entity 2853 | SaleCommon Stock | 2,000 | $45.37 | $90,736.00 |
DisclosureSEC source: 0001209191-08-038589 · 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: 17,590 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 |
| May 15, 2008 Filed May 15, 2008 21:19 UTC | WELLTOWER INC. HCN · Entity 2853 | SaleCommon Stock | 4,440 | $49.65 | $220,460.21 |
DisclosureSEC source: 0001209191-08-030494 · 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: 26,990 Read SEC document |
| May 14, 2008 Filed May 15, 2008 21:19 UTC | WELLTOWER INC. HCN · Entity 2853 | Exercise / conversionOption (Right to Buy) · Derivative | 5,879 | $0.00 Strike: $25.82 | $0.00 |
DisclosureSEC source: 0001209191-08-030494 · doc4.xml · derivative · entry 5 HERMAN CHARLES J JR · CIK 0001242823 · EVP & Chief Investment Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common · 5,879 shares Expires 2013-01-27 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 Health Care REIT, Inc. 1995 Stock Incentive Plan and had no acquisition price. F2 · derivative.exercise_date: Options for the purchase of 29,397 shares of common stock at $25.82 per share were granted to Mr. Herman on January 27, 2003, which grant has previously been reported. The partial exercise of these options for the purchase of 23,518 shares has previously been reported. Of the remaining options, options for the purchase of 5,879 shares vested on January 15, 2008 F2 · derivative.underlying_shares: Options for the purchase of 29,397 shares of common stock at $25.82 per share were granted to Mr. Herman on January 27, 2003, which grant has previously been reported. The partial exercise of these options for the purchase of 23,518 shares has previously been reported. Of the remaining options, options for the purchase of 5,879 shares vested on January 15, 2008 Read SEC document |
| May 14, 2008 Filed May 15, 2008 21:19 UTC | WELLTOWER INC. HCN · Entity 2853 | SaleCommon Stock | 5,879 | $49.54 | $291,252.13 |
DisclosureSEC source: 0001209191-08-030494 · 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: 31,430 Read SEC document |
| May 14, 2008 Filed May 15, 2008 21:19 UTC | WELLTOWER INC. HCN · Entity 2853 | Exercise / conversionCommon Stock | 5,879 | $25.82 | $151,795.78 |
DisclosureSEC source: 0001209191-08-030494 · 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: 37,309 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 21, 2008 Filed Jan 22, 2008 21:10 UTC | WELLTOWER INC. HCN · Entity 2853 | GrantOption (Right to Buy) · Derivative | 25,386 | $0.00 Strike: $40.83 | $0.00 |
DisclosureSEC source: 0001209191-08-004762 · 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: 25,386 Underlying: Common · 25,386 shares Expires 2018-01-21 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 25,386 shares of common stock at $40.83 per share were granted to Mr. Herman on January 21, 2008. Options for the purchase of 5,078 shares will vest on January 15, 2009 and options for the purchase of 5,077 shares will vest on January 15 of each of 2010, 2011, 2012 and 2013. F3 · 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. Options for the purchase of 5,078 shares will vest on January 15, 2009 and options for the purchase of 5,077 shares will vest on January 15 of each of 2010, 2011, 2012 and 2013. Read SEC document |
| January 21, 2008 Filed Jan 22, 2008 21:10 UTC | WELLTOWER INC. HCN · Entity 2853 | GrantCommon Stock | 11,656 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-08-004762 · 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: 31,430 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, 2008 Filed Jan 17, 2008 21:27 UTC | WELLTOWER INC. HCN · Entity 2853 | Tax withholdingCommon Stock | 2,147 | $42.89 | $92,084.83 |
DisclosureSEC source: 0001209191-08-004218 · 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: 19,774 Read SEC document |
| July 01, 2007 Filed Jul 3, 2007 16:19 UTC | WELLTOWER INC. HCN · Entity 2853 | Tax withholdingCommon Stock | 256 | $40.36 | $10,332.16 |
DisclosureSEC source: 0001209191-07-040391 · 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: 21,921 Read SEC document |
| March 06, 2007 Filed Mar 6, 2007 18:15 UTC | WELLTOWER INC. HCN · Entity 2853 | OtherCommon Stock | 5,146 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-07-015848 · doc4.xml · nonDerivative · entry 5 HERMAN CHARLES J JR · CIK 0001242823 · EVP & Chief Investment Officer 10b5-1 filing: Not disclosed Ownership: Indirect · LLC Disclosed balance after: 19,590 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. 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 06, 2007 Filed Mar 6, 2007 18:15 UTC | WELLTOWER INC. HCN · Entity 2853 | OtherCommon Stock | 5,146 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-07-015848 · 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: 22,177 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. Read SEC document |
| March 02, 2007 Filed Mar 6, 2007 18:15 UTC | WELLTOWER INC. HCN · Entity 2853 | Exercise / conversionOption (Right to Buy) · Derivative | 5,879 | $0.00 Strike: $25.82 | $0.00 |
DisclosureSEC source: 0001209191-07-015848 · 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: 5,879 Underlying: Common · 11,758 shares Expires 2013-01-27 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 Health Care REIT, Inc. 1995 Stock Incentive Plan and had no acquisition price. F4 · derivative.exercise_date: Options for the purchase of 29,397 shares of common stock at $25.82 per share were granted to Mr. Herman on January 27, 2003, which grant has previously been reported. The partial exercise of these options for the purchase of 17,639 shares has previously been reported. Of the remaining options, options for the purchase of 5,879 shares vested on January 15, 2007, and options for the purchase of 5,879 shares will vest on January 15, 2008. F4 · derivative.underlying_shares: Options for the purchase of 29,397 shares of common stock at $25.82 per share were granted to Mr. Herman on January 27, 2003, which grant has previously been reported. The partial exercise of these options for the purchase of 17,639 shares has previously been reported. Of the remaining options, options for the purchase of 5,879 shares vested on January 15, 2007, and options for the purchase of 5,879 shares will vest on January 15, 2008. Read SEC document |
| March 02, 2007 Filed Mar 6, 2007 18:15 UTC | WELLTOWER INC. HCN · Entity 2853 | Exercise / conversionOption (Right to Buy) · Derivative | 10,500 | $0.00 Strike: $24.42 | $0.00 |
DisclosureSEC source: 0001209191-07-015848 · 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: 0 Underlying: Common · 10,500 shares Expires 2011-12-12 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 52,500 shares of common stock at $24.42 per share were granted to Mr. Herman on December 12, 2001, which grant has previously been reported. The partial exercise of these options for the purchase of 42,000 shares has previously been reported. Of the remaining options, options for the purchase of 10,500 shares vested on December 15, 2006. F2 · derivative.underlying_shares: Options for the purchase of 52,500 shares of common stock at $24.42 per share were granted to Mr. Herman on December 12, 2001, which grant has previously been reported. The partial exercise of these options for the purchase of 42,000 shares has previously been reported. Of the remaining options, options for the purchase of 10,500 shares vested on December 15, 2006. Read SEC document |
| March 02, 2007 Filed Mar 6, 2007 18:15 UTC | WELLTOWER INC. HCN · Entity 2853 | SaleCommon Stock | 16,379 | $44.04 | $721,408.14 |
DisclosureSEC source: 0001209191-07-015848 · 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: 27,323 Read SEC document |
| March 02, 2007 Filed Mar 6, 2007 18:15 UTC | WELLTOWER INC. HCN · Entity 2853 | Exercise / conversionCommon Stock | 5,879 | $25.82 | $151,795.78 |
DisclosureSEC source: 0001209191-07-015848 · 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: 43,702 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 02, 2007 Filed Mar 6, 2007 18:15 UTC | WELLTOWER INC. HCN · Entity 2853 | Exercise / conversionCommon Stock | 10,500 | $24.42 | $256,410.00 |
DisclosureSEC source: 0001209191-07-015848 · 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: 37,823 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 22, 2007 Filed Jan 24, 2007 21:28 UTC | WELLTOWER INC. HCN · Entity 2853 | GrantOption (Right to Buy) · Derivative | 11,279 | $0.00 Strike: $45.73 | $0.00 |
DisclosureSEC source: 0001209191-07-004912 · 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: 11,279 Underlying: Common · 11,279 shares Expires 2017-01-22 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 11,279 shares of common stock at $45.73 per share were granted to Mr. Herman on January 22, 2007. Options for the purchase of 2,257 shares will vest on January 15, 2008, options for the purchase of 2,256 shares will vest on January 15 of each of 2009 and 2010, and options for the purchase of 2,255 shares will vest on January 15 of each of 2011 and 2012. F3 · 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. Options for the purchase of 2,257 shares will vest on January 15, 2008, options for the purchase of 2,256 shares will vest on January 15 of each of 2009 and 2010, and options for the purchase of 2,255 shares will vest on January 15 of each of 2011 and 2012. Read SEC document |
| January 22, 2007 Filed Jan 24, 2007 21:28 UTC | WELLTOWER INC. HCN · Entity 2853 | GrantCommon Stock | 6,150 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-07-004912 · 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: 27,323 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, 2007 Filed Jan 17, 2007 20:10 UTC | WELLTOWER INC. HCN · Entity 2853 | Tax withholdingCommon Stock | 1,935 | $44.79 | $86,668.65 |
DisclosureSEC source: 0001209191-07-003839 · 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: 21,173 Read SEC document |
| December 15, 2006 Filed Dec 19, 2006 21:58 UTC | WELLTOWER INC. HCN · Entity 2853 | Tax withholdingCommon Stock | 21 | $41.48 | $871.08 |
DisclosureSEC source: 0001209191-06-065872 · 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: 23,108 Read SEC document |
| July 01, 2006 Filed Jul 5, 2006 17:46 UTC | WELLTOWER INC. HCN · Entity 2853 | Tax withholdingCommon Stock | 11 | $34.95 | $384.45 |
DisclosureSEC source: 0001209191-06-039404 · 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: 23,129 Read SEC document |
| March 15, 2006 Filed Mar 15, 2006 22:00 UTC | WELLTOWER INC. HCN · Entity 2853 | OtherCommon Stock | 3,791 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-06-017855 · doc4.xml · nonDerivative · entry 4 HERMAN CHARLES J JR · CIK 0001242823 · VP & Chief Investment Officer 10b5-1 filing: Not disclosed Ownership: Indirect · LLC Disclosed balance after: 14,444 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. 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 15, 2006 Filed Mar 15, 2006 22:00 UTC | WELLTOWER INC. HCN · Entity 2853 | OtherCommon Stock | 3,791 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-06-017855 · doc4.xml · nonDerivative · entry 3 HERMAN CHARLES J JR · CIK 0001242823 · VP & Chief Investment Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 23,140 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. Read SEC document |
| March 13, 2006 Filed Mar 15, 2006 22:00 UTC | WELLTOWER INC. HCN · Entity 2853 | Exercise / conversionOption (Right to Buy) · Derivative | 5,879 | $0.00 Strike: $25.82 | $0.00 |
DisclosureSEC source: 0001209191-06-017855 · doc4.xml · derivative · entry 5 HERMAN CHARLES J JR · CIK 0001242823 · VP & Chief Investment Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,758 Underlying: Common · 17,637 shares Expires 2013-01-27 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 Health Care REIT, Inc. 1995 Stock Incentive Plan and had no acquisition price. F2 · derivative.exercise_date: Options for the purchase of 29,397 shares of common stock at $25.82 per share were granted to Mr. Herman on January 27, 2003, which grant has previously been reported. The partial exercise of these options for the purchase of 11,760 shares has previously been reported. Of the remaining options, options for the purchase of 5,879 shares vested on January 15, 2006, and options for the purchase of 5,879 shares will vest on January 15 of each 2007 and 2008. F2 · derivative.underlying_shares: Options for the purchase of 29,397 shares of common stock at $25.82 per share were granted to Mr. Herman on January 27, 2003, which grant has previously been reported. The partial exercise of these options for the purchase of 11,760 shares has previously been reported. Of the remaining options, options for the purchase of 5,879 shares vested on January 15, 2006, and options for the purchase of 5,879 shares will vest on January 15 of each 2007 and 2008. Read SEC document |
| March 13, 2006 Filed Mar 15, 2006 22:00 UTC | WELLTOWER INC. HCN · Entity 2853 | SaleCommon Stock | 5,879 | $36.76 | $216,086.17 |
DisclosureSEC source: 0001209191-06-017855 · doc4.xml · nonDerivative · entry 2 HERMAN CHARLES J JR · CIK 0001242823 · VP & Chief Investment Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 26,931 Read SEC document |
| March 13, 2006 Filed Mar 15, 2006 22:00 UTC | WELLTOWER INC. HCN · Entity 2853 | Exercise / conversionCommon Stock | 5,879 | $25.82 | $151,795.78 |
DisclosureSEC source: 0001209191-06-017855 · doc4.xml · nonDerivative · entry 1 HERMAN CHARLES J JR · CIK 0001242823 · VP & Chief Investment Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 32,810 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 15, 2006 Filed Feb 17, 2006 18:33 UTC | WELLTOWER INC. HCN · Entity 2853 | Exercise / conversionOption (Right to Buy) · Derivative | 10,500 | $0.00 Strike: $24.42 | $0.00 |
DisclosureSEC source: 0001209191-06-011581 · doc4.xml · derivative · entry 6 HERMAN CHARLES J JR · CIK 0001242823 · VP & Chief Investment Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,500 Underlying: Common · 21,000 shares Expires 2011-12-12 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 52,500 shares of common stock at $24.42 per share were granted to Mr. Herman on December 12, 2001, which grant has previously been reported. The partial exercise of these options for the purchase of 31,500 shares has previously been reported. Of the remaining options, options for the purchase of 10,500 shares vested on December 15, 2005 and options for the purchase of 10,500 shares will vest on December 15, 2006. F4 · derivative.underlying_shares: Options for the purchase of 52,500 shares of common stock at $24.42 per share were granted to Mr. Herman on December 12, 2001, which grant has previously been reported. The partial exercise of these options for the purchase of 31,500 shares has previously been reported. Of the remaining options, options for the purchase of 10,500 shares vested on December 15, 2005 and options for the purchase of 10,500 shares will vest on December 15, 2006. Read SEC document |
| February 15, 2006 Filed Feb 17, 2006 18:33 UTC | WELLTOWER INC. HCN · Entity 2853 | Exercise / conversionOption (Right to Buy) · Derivative | 10,500 | $0.00 Strike: $16.81 | $0.00 |
DisclosureSEC source: 0001209191-06-011581 · doc4.xml · derivative · entry 5 HERMAN CHARLES J JR · CIK 0001242823 · VP & Chief Investment Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common · 10,500 shares Expires 2010-10-17 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 52,500 shares of common stock at $16.81 per share were granted to Mr. Herman on October 17, 2000, which grant has previously been reported. The partial exercise of these options for the purchase of 42,000 shares has previously been reported. Of the remaining options, options for the purchase of 10,500 shares vested on December 15, 2005. F2 · derivative.underlying_shares: Options for the purchase of 52,500 shares of common stock at $16.81 per share were granted to Mr. Herman on October 17, 2000, which grant has previously been reported. The partial exercise of these options for the purchase of 42,000 shares has previously been reported. Of the remaining options, options for the purchase of 10,500 shares vested on December 15, 2005. Read SEC document |
| February 15, 2006 Filed Feb 17, 2006 18:33 UTC | WELLTOWER INC. HCN · Entity 2853 | SaleCommon Stock | 21,000 | $35.68 | $749,238.00 |
DisclosureSEC source: 0001209191-06-011581 · doc4.xml · nonDerivative · entry 3 HERMAN CHARLES J JR · CIK 0001242823 · VP & Chief Investment Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 26,931 Read SEC document |
| February 15, 2006 Filed Feb 17, 2006 18:33 UTC | WELLTOWER INC. HCN · Entity 2853 | Exercise / conversionCommon Stock | 10,500 | $24.42 | $256,410.00 |
DisclosureSEC source: 0001209191-06-011581 · doc4.xml · nonDerivative · entry 2 HERMAN CHARLES J JR · CIK 0001242823 · VP & Chief Investment Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 47,931 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 15, 2006 Filed Feb 17, 2006 18:33 UTC | WELLTOWER INC. HCN · Entity 2853 | Exercise / conversionCommon Stock | 10,500 | $16.81 | $176,505.00 |
DisclosureSEC source: 0001209191-06-011581 · doc4.xml · nonDerivative · entry 1 HERMAN CHARLES J JR · CIK 0001242823 · VP & Chief Investment Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 37,431 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 23, 2006 Filed Jan 25, 2006 21:38 UTC | WELLTOWER INC. HCN · Entity 2853 | GrantOption (Right to Buy) · Derivative | 10,684 | $0.00 Strike: $36.50 | $0.00 |
DisclosureSEC source: 0001209191-06-005023 · doc4.xml · derivative · entry 3 HERMAN CHARLES J JR · CIK 0001242823 · VP & Chief Investment Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,684 Underlying: Common · 10,684 shares Expires 2016-01-23 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 10,684 shares of common stock at $36.50 per share were granted to Mr. Herman on January 23, 2006. Options for the purchase of 2,138 shares will vest on January 15, 2007, options for the purchase of 2,137 shares will vest on January 15 of each 2008 and 2009 and options for the purchase of 2,136 shares will vest on January 15 of each 2010 and 2011. F3 · 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. Options for the purchase of 2,138 shares will vest on January 15, 2007, options for the purchase of 2,137 shares will vest on January 15 of each 2008 and 2009 and options for the purchase of 2,136 shares will vest on January 15 of each 2010 and 2011. Read SEC document |
| January 23, 2006 Filed Jan 25, 2006 21:38 UTC | WELLTOWER INC. HCN · Entity 2853 | GrantCommon Stock | 9,692 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-06-005023 · doc4.xml · nonDerivative · entry 1 HERMAN CHARLES J JR · CIK 0001242823 · VP & Chief Investment Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 26,931 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, 2006 Filed Jan 18, 2006 23:04 UTC | WELLTOWER INC. HCN · Entity 2853 | Tax withholdingCommon Stock | 1,110 | $36.23 | $40,215.30 |
DisclosureSEC source: 0001209191-06-003967 · doc4.xml · nonDerivative · entry 1 HERMAN CHARLES J JR · CIK 0001242823 · VP & Chief Investment Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,239 Read SEC document |
| December 15, 2005 Filed Dec 19, 2005 21:26 UTC | WELLTOWER INC. HCN · Entity 2853 | Tax withholdingCommon Stock | 1,011 | $33.92 | $34,293.12 |
DisclosureSEC source: 0001209191-05-064206 · doc4.xml · nonDerivative · entry 1 HERMAN CHARLES J JR · CIK 0001242823 · VP & Chief Investment Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,349 Read SEC document |
| October 10, 2005 Filed Oct 12, 2005 20:03 UTC | WELLTOWER INC. HCN · Entity 2853 | OtherCommon Stock | 10,653 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-05-052083 · doc4.xml · nonDerivative · entry 2 HERMAN CHARLES J JR · CIK 0001242823 · VP & Chief Investment Officer 10b5-1 filing: Not disclosed Ownership: Indirect · LLC Disclosed balance after: 10,653 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. 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 |
| October 10, 2005 Filed Oct 12, 2005 20:03 UTC | WELLTOWER INC. HCN · Entity 2853 | OtherCommon Stock | 10,653 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-05-052083 · doc4.xml · nonDerivative · entry 1 HERMAN CHARLES J JR · CIK 0001242823 · VP & Chief Investment Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,360 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. Read SEC document |
| July 01, 2005 Filed Jul 6, 2005 20:03 UTC | WELLTOWER INC. HCN · Entity 2853 | GrantCommon Stock | 3,808 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-05-035657 · doc4.xml · nonDerivative · entry 1 HERMAN CHARLES J JR · CIK 0001242823 · VP & Chief Investment Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 30,013 F1 · price: These 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 |
| February 08, 2005 Filed Feb 9, 2005 19:12 UTC | WELLTOWER INC. HCN · Entity 2853 | Exercise / conversionOption (Right to Buy) · Derivative | 5,880 | $0.00 Strike: $25.82 | $0.00 |
DisclosureSEC source: 0001209191-05-007848 · doc4.xml · derivative · entry 10 HERMAN CHARLES J JR · CIK 0001242823 · VP & Chief Investment Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,637 Underlying: Common · 23,517 shares Expires 2013-01-27 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. F2 · 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 29,397 shares of common stock at $25.82 per share were granted to Mr. Herman on January 27, 2003, which grant has previously been reported. The partial exercise of these options for the purchase of 5,880 shares has previously been reported. Of the remaining options, options for the purchase of 5,880 shares vested on January 15, 2005, and options for the purchase of 5,879 shares will vest on January 15 of each 2006, 2007 and 2008. F4 · derivative.underlying_shares: Options for the purchase of 29,397 shares of common stock at $25.82 per share were granted to Mr. Herman on January 27, 2003, which grant has previously been reported. The partial exercise of these options for the purchase of 5,880 shares has previously been reported. Of the remaining options, options for the purchase of 5,880 shares vested on January 15, 2005, and options for the purchase of 5,879 shares will vest on January 15 of each 2006, 2007 and 2008. Read SEC document |
| February 08, 2005 Filed Feb 9, 2005 19:12 UTC | WELLTOWER INC. HCN · Entity 2853 | Exercise / conversionOption (Right to Buy) · Derivative | 3,000 | $0.00 Strike: $24.42 | $0.00 |
DisclosureSEC source: 0001209191-05-007848 · doc4.xml · derivative · entry 9 HERMAN CHARLES J JR · CIK 0001242823 · VP & Chief Investment Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 21,000 Underlying: Common · 24,000 shares Expires 2011-12-12 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 52,500 shares of common stock at $24.42 per share were granted to Mr. Herman on December 12, 2001, which grant has previously been reported. The partial exercise of these options for the purchase of 21,000 shares has previously been reported. Of the remaining options, options for the purchase of 10,500 shares vested on December 15, 2004 and options for the purchase of 10,500 shares will vest on December 15 of each 2005 and 2006. F3 · derivative.underlying_shares: Options for the purchase of 52,500 shares of common stock at $24.42 per share were granted to Mr. Herman on December 12, 2001, which grant has previously been reported. The partial exercise of these options for the purchase of 21,000 shares has previously been reported. Of the remaining options, options for the purchase of 10,500 shares vested on December 15, 2004 and options for the purchase of 10,500 shares will vest on December 15 of each 2005 and 2006. Read SEC document |
| February 08, 2005 Filed Feb 9, 2005 19:12 UTC | WELLTOWER INC. HCN · Entity 2853 | SaleCommon Stock | 8,880 | $33.69 | $299,203.61 |
DisclosureSEC source: 0001209191-05-007848 · doc4.xml · nonDerivative · entry 6 HERMAN CHARLES J JR · CIK 0001242823 · VP & Chief Investment Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 26,205 Read SEC document |
| February 08, 2005 Filed Feb 9, 2005 19:12 UTC | WELLTOWER INC. HCN · Entity 2853 | Exercise / conversionCommon Stock | 5,880 | $25.82 | $151,821.60 |
DisclosureSEC source: 0001209191-05-007848 · doc4.xml · nonDerivative · entry 5 HERMAN CHARLES J JR · CIK 0001242823 · VP & Chief Investment Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 35,085 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 08, 2005 Filed Feb 9, 2005 19:12 UTC | WELLTOWER INC. HCN · Entity 2853 | Exercise / conversionCommon Stock | 3,000 | $24.42 | $73,260.00 |
DisclosureSEC source: 0001209191-05-007848 · doc4.xml · nonDerivative · entry 4 HERMAN CHARLES J JR · CIK 0001242823 · VP & Chief Investment Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 29,205 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, 2005 Filed Feb 9, 2005 19:12 UTC | WELLTOWER INC. HCN · Entity 2853 | Exercise / conversionOption (Right to Buy) · Derivative | 7,500 | $0.00 Strike: $24.42 | $0.00 |
DisclosureSEC source: 0001209191-05-007848 · doc4.xml · derivative · entry 8 HERMAN CHARLES J JR · CIK 0001242823 · VP & Chief Investment Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 24,000 Underlying: Common · 31,500 shares Expires 2011-12-12 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 52,500 shares of common stock at $24.42 per share were granted to Mr. Herman on December 12, 2001, which grant has previously been reported. The partial exercise of these options for the purchase of 21,000 shares has previously been reported. Of the remaining options, options for the purchase of 10,500 shares vested on December 15, 2004 and options for the purchase of 10,500 shares will vest on December 15 of each 2005 and 2006. F3 · derivative.underlying_shares: Options for the purchase of 52,500 shares of common stock at $24.42 per share were granted to Mr. Herman on December 12, 2001, which grant has previously been reported. The partial exercise of these options for the purchase of 21,000 shares has previously been reported. Of the remaining options, options for the purchase of 10,500 shares vested on December 15, 2004 and options for the purchase of 10,500 shares will vest on December 15 of each 2005 and 2006. Read SEC document |
| February 07, 2005 Filed Feb 9, 2005 19:12 UTC | WELLTOWER INC. HCN · Entity 2853 | Exercise / conversionOption (Right to Buy) · Derivative | 10,500 | $0.00 Strike: $16.81 | $0.00 |
DisclosureSEC source: 0001209191-05-007848 · doc4.xml · derivative · entry 7 HERMAN CHARLES J JR · CIK 0001242823 · VP & Chief Investment Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,500 Underlying: Common · 21,000 shares Expires 2010-10-17 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. F1 · derivative.exercise_date: Options for the purchase of 52,500 shares of common stock at $16.81 per share were granted to Mr. Herman on October 17, 2000, which grant has previously been reported. The partial exercise of these options for the purchase of 31,500 shares has previously been reported. Of the remaining options, options for the purchase of 10,500 shares vested on December 15, 2004 and options for the purchase of 10,500 shares will vest on December 15, 2005. F1 · derivative.underlying_shares: Options for the purchase of 52,500 shares of common stock at $16.81 per share were granted to Mr. Herman on October 17, 2000, which grant has previously been reported. The partial exercise of these options for the purchase of 31,500 shares has previously been reported. Of the remaining options, options for the purchase of 10,500 shares vested on December 15, 2004 and options for the purchase of 10,500 shares will vest on December 15, 2005. Read SEC document |
| February 07, 2005 Filed Feb 9, 2005 19:12 UTC | WELLTOWER INC. HCN · Entity 2853 | SaleCommon Stock | 18,000 | $33.69 | $606,475.80 |
DisclosureSEC source: 0001209191-05-007848 · doc4.xml · nonDerivative · entry 3 HERMAN CHARLES J JR · CIK 0001242823 · VP & Chief Investment Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 26,205 Read SEC document |
| February 07, 2005 Filed Feb 9, 2005 19:12 UTC | WELLTOWER INC. HCN · Entity 2853 | Exercise / conversionCommon Stock | 7,500 | $24.42 | $183,150.00 |
DisclosureSEC source: 0001209191-05-007848 · doc4.xml · nonDerivative · entry 2 HERMAN CHARLES J JR · CIK 0001242823 · VP & Chief Investment Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 44,205 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, 2005 Filed Feb 9, 2005 19:12 UTC | WELLTOWER INC. HCN · Entity 2853 | Exercise / conversionCommon Stock | 10,500 | $16.81 | $176,505.00 |
DisclosureSEC source: 0001209191-05-007848 · doc4.xml · nonDerivative · entry 1 HERMAN CHARLES J JR · CIK 0001242823 · VP & Chief Investment Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 36,705 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 24, 2005 Filed Jan 26, 2005 17:05 UTC | WELLTOWER INC. HCN · Entity 2853 | GrantOption (Right to Buy) · Derivative | 3,561 | $0.00 Strike: $34.88 | $0.00 |
DisclosureSEC source: 0001209191-05-004823 · doc4.xml · derivative · entry 2 HERMAN CHARLES J JR · CIK 0001242823 · VP & Chief Investment Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,561 Underlying: Common · 3,561 shares Expires 2015-01-24 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 3,561 shares of common stock at $34.88 per share were granted to Mr. Herman on January 24, 2005. Options for the purchase of 712 shares will vest on January 15 of each 2006, 2007, 2008 and 2009 and options for the purchase of 713 shares will vest on January 15, 2010. F2 · 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. Options for the purchase of 712 shares will vest on January 15 of each 2006, 2007, 2008 and 2009 and options for the purchase of 713 shares will vest on January 15, 2010. Read SEC document |
| January 24, 2005 Filed Jan 26, 2005 17:05 UTC | WELLTOWER INC. HCN · Entity 2853 | GrantCommon Stock | 3,821 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-05-004823 · doc4.xml · nonDerivative · entry 1 HERMAN CHARLES J JR · CIK 0001242823 · VP & Chief Investment Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 26,205 F1 · price: These shares were granted without cash consideration as shares of restricted stock under the Health Care REIT, Inc. 1995 Stock Incentive Plan. Read SEC document |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.