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 |
|---|---|---|---|---|---|---|
| January 15, 2005 Filed Jan 18, 2005 20:26 UTC | WELLTOWER INC. HCN · Entity 2853 | Tax withholdingCommon Stock | 857 | $34.64 | $29,686.48 |
DisclosureSEC source: 0001209191-05-003396 · 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: 22,384 Read SEC document |
| December 15, 2004 Filed Dec 16, 2004 19:41 UTC | WELLTOWER INC. HCN · Entity 2853 | Tax withholdingCommon Stock | 1,011 | $37.19 | $37,599.09 |
DisclosureSEC source: 0001209191-04-058088 · 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: 23,241 Read SEC document |
| October 22, 2004 Filed Oct 26, 2004 21:04 UTC | WELLTOWER INC. HCN · Entity 2853 | Exercise / conversionOption (Right to Buy) · Derivative | 5,880 | $0.00 Strike: $25.82 | $0.00 |
DisclosureSEC source: 0001209191-04-049596 · 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: 23,517 Underlying: Common · 29,397 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. Options for the purchase of 5,880 shares vested on January 15, 2004, options for the purchase of 5,880 shares will vest 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. Options for the purchase of 5,880 shares vested on January 15, 2004, options for the purchase of 5,880 shares will vest 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 |
| October 22, 2004 Filed Oct 26, 2004 21:04 UTC | WELLTOWER INC. HCN · Entity 2853 | Exercise / conversionOption (Right to Buy) · Derivative | 7,000 | $0.00 Strike: $24.42 | $0.00 |
DisclosureSEC source: 0001209191-04-049596 · 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: 31,500 Underlying: Common · 38,500 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 exrcise of these options for the purchase of 14,000 shares has previosly been reported. Of the remaining options, options for the purchase of 7,000 shares vested on December 15, 2003, and options for the purchase of 10,500 shares will vest on December 15 of each 2004, 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 exrcise of these options for the purchase of 14,000 shares has previosly been reported. Of the remaining options, options for the purchase of 7,000 shares vested on December 15, 2003, and options for the purchase of 10,500 shares will vest on December 15 of each 2004, 2005 and 2006. Read SEC document |
| October 22, 2004 Filed Oct 26, 2004 21:04 UTC | WELLTOWER INC. HCN · Entity 2853 | Exercise / conversionOption (Right to Buy) · Derivative | 7,250 | $0.00 Strike: $16.81 | $0.00 |
DisclosureSEC source: 0001209191-04-049596 · 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: 21,000 Underlying: Common · 28,250 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 24,250 shares has previously been reported. Of the remaining options, options for the purchase of 7,250 shares vested on December 15, 2003 and options for the purchase of 10,500 shares will vest on December 15 of each 2004 and 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 24,250 shares has previously been reported. Of the remaining options, options for the purchase of 7,250 shares vested on December 15, 2003 and options for the purchase of 10,500 shares will vest on December 15 of each 2004 and 2005. Read SEC document |
| October 22, 2004 Filed Oct 26, 2004 21:04 UTC | WELLTOWER INC. HCN · Entity 2853 | SaleCommon Stock | 20,130 | $36.05 | $725,767.02 |
DisclosureSEC source: 0001209191-04-049596 · 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: 24,252 Read SEC document |
| October 22, 2004 Filed Oct 26, 2004 21:04 UTC | WELLTOWER INC. HCN · Entity 2853 | Exercise / conversionCommon Stock | 5,880 | $25.82 | $151,821.60 |
DisclosureSEC source: 0001209191-04-049596 · 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: 44,382 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 |
| October 22, 2004 Filed Oct 26, 2004 21:04 UTC | WELLTOWER INC. HCN · Entity 2853 | Exercise / conversionCommon Stock | 7,000 | $24.42 | $170,940.00 |
DisclosureSEC source: 0001209191-04-049596 · 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: 38,502 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 |
| October 22, 2004 Filed Oct 26, 2004 21:04 UTC | WELLTOWER INC. HCN · Entity 2853 | Exercise / conversionCommon Stock | 7,250 | $16.81 | $121,872.50 |
DisclosureSEC source: 0001209191-04-049596 · 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: 31,502 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 15, 2004 Filed Mar 17, 2004 19:54 UTC | WELLTOWER INC. HCN · Entity 2853 | Exercise / conversionOption (Right to Buy) · Derivative | 3,000 | $0.00 Strike: $16.81 | $0.00 |
DisclosureSEC source: 0001209191-04-016277 · doc4.xml · derivative · entry 6 HERMAN CHARLES J JR · CIK 0001242823 · Vice President-Operations 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 28,250 Underlying: Common · 31,250 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 21,250 shares has previously been reported. Of the remaining options, options for the purchase of 10,250 shares vested on December 15, 2003 and options for the purchase of 10,500 shares will vest on December 15 of each 2004 and 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 21,250 shares has previously been reported. Of the remaining options, options for the purchase of 10,250 shares vested on December 15, 2003 and options for the purchase of 10,500 shares will vest on December 15 of each 2004 and 2005. Read SEC document |
| March 15, 2004 Filed Mar 17, 2004 19:54 UTC | WELLTOWER INC. HCN · Entity 2853 | SaleCommon Stock | 100 | $37.86 | $3,786.00 |
DisclosureSEC source: 0001209191-04-016277 · doc4.xml · nonDerivative · entry 5 HERMAN CHARLES J JR · CIK 0001242823 · Vice President-Operations 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 24,252 Read SEC document |
| March 15, 2004 Filed Mar 17, 2004 19:54 UTC | WELLTOWER INC. HCN · Entity 2853 | SaleCommon Stock | 600 | $37.85 | $22,710.00 |
DisclosureSEC source: 0001209191-04-016277 · doc4.xml · nonDerivative · entry 4 HERMAN CHARLES J JR · CIK 0001242823 · Vice President-Operations 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 24,352 Read SEC document |
| March 15, 2004 Filed Mar 17, 2004 19:54 UTC | WELLTOWER INC. HCN · Entity 2853 | SaleCommon Stock | 800 | $37.83 | $30,264.00 |
DisclosureSEC source: 0001209191-04-016277 · doc4.xml · nonDerivative · entry 3 HERMAN CHARLES J JR · CIK 0001242823 · Vice President-Operations 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 24,952 Read SEC document |
| March 15, 2004 Filed Mar 17, 2004 19:54 UTC | WELLTOWER INC. HCN · Entity 2853 | SaleCommon Stock | 1,500 | $37.74 | $56,610.00 |
DisclosureSEC source: 0001209191-04-016277 · doc4.xml · nonDerivative · entry 2 HERMAN CHARLES J JR · CIK 0001242823 · Vice President-Operations 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 25,752 Read SEC document |
| March 15, 2004 Filed Mar 17, 2004 19:54 UTC | WELLTOWER INC. HCN · Entity 2853 | Exercise / conversionCommon Stock | 3,000 | $16.81 | $50,430.00 |
DisclosureSEC source: 0001209191-04-016277 · doc4.xml · nonDerivative · entry 1 HERMAN CHARLES J JR · CIK 0001242823 · Vice President-Operations 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 27,252 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| February 05, 2004 Filed Feb 6, 2004 19:01 UTC | WELLTOWER INC. HCN · Entity 2853 | Exercise / conversionOption (Right to Buy) · Derivative | 3,500 | $0.00 Strike: $24.42 | $0.00 |
DisclosureSEC source: 0001209191-04-007425 · doc4.xml · derivative · entry 8 HERMAN CHARLES J JR · CIK 0001242823 · Vice President-Operations 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 38,500 Underlying: Common · 42,000 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 exrcise of these options for the purchase of 6,000 shares has previosly been reported. Of the remaining options, options for the purchase of 4,500 shares vested on December 15, 2002, options for the purchase of 10,500 shares vested on December 15, 2003 and options for the purchase of 10,500 shares will vest on December 15 of each 2004, 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 exrcise of these options for the purchase of 6,000 shares has previosly been reported. Of the remaining options, options for the purchase of 4,500 shares vested on December 15, 2002, options for the purchase of 10,500 shares vested on December 15, 2003 and options for the purchase of 10,500 shares will vest on December 15 of each 2004, 2005 and 2006. Read SEC document |
| February 05, 2004 Filed Feb 6, 2004 19:01 UTC | WELLTOWER INC. HCN · Entity 2853 | Exercise / conversionOption (Right to Buy) · Derivative | 4,500 | $0.00 Strike: $24.42 | $0.00 |
DisclosureSEC source: 0001209191-04-007425 · doc4.xml · derivative · entry 7 HERMAN CHARLES J JR · CIK 0001242823 · Vice President-Operations 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 42,000 Underlying: Common · 46,500 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 exrcise of these options for the purchase of 6,000 shares has previosly been reported. Of the remaining options, options for the purchase of 4,500 shares vested on December 15, 2002, options for the purchase of 10,500 shares vested on December 15, 2003 and options for the purchase of 10,500 shares will vest on December 15 of each 2004, 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 exrcise of these options for the purchase of 6,000 shares has previosly been reported. Of the remaining options, options for the purchase of 4,500 shares vested on December 15, 2002, options for the purchase of 10,500 shares vested on December 15, 2003 and options for the purchase of 10,500 shares will vest on December 15 of each 2004, 2005 and 2006. Read SEC document |
| February 05, 2004 Filed Feb 6, 2004 19:01 UTC | WELLTOWER INC. HCN · Entity 2853 | Exercise / conversionOption (Right to Buy) · Derivative | 250 | $0.00 Strike: $16.81 | $0.00 |
DisclosureSEC source: 0001209191-04-007425 · doc4.xml · derivative · entry 6 HERMAN CHARLES J JR · CIK 0001242823 · Vice President-Operations 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 31,250 Underlying: Common · 31,500 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. 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 15,250 shares has previously been reported. Of the remaining options, options for the purchase of 5,750 shares vested on December 15, 2002, options for the purchase of 10,500 shares vested on December 15, 2003 and options for the purchase of 10,500 shares will vest on December 15 of each 2004 and 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 15,250 shares has previously been reported. Of the remaining options, options for the purchase of 5,750 shares vested on December 15, 2002, options for the purchase of 10,500 shares vested on December 15, 2003 and options for the purchase of 10,500 shares will vest on December 15 of each 2004 and 2005. Read SEC document |
| February 05, 2004 Filed Feb 6, 2004 19:01 UTC | WELLTOWER INC. HCN · Entity 2853 | Exercise / conversionOption (Right to Buy) · Derivative | 5,750 | $0.00 Strike: $16.81 | $0.00 |
DisclosureSEC source: 0001209191-04-007425 · doc4.xml · derivative · entry 5 HERMAN CHARLES J JR · CIK 0001242823 · Vice President-Operations 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 31,500 Underlying: Common · 37,250 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 15,250 shares has previously been reported. Of the remaining options, options for the purchase of 5,750 shares vested on December 15, 2002, options for the purchase of 10,500 shares vested on December 15, 2003 and options for the purchase of 10,500 shares will vest on December 15 of each 2004 and 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 15,250 shares has previously been reported. Of the remaining options, options for the purchase of 5,750 shares vested on December 15, 2002, options for the purchase of 10,500 shares vested on December 15, 2003 and options for the purchase of 10,500 shares will vest on December 15 of each 2004 and 2005. Read SEC document |
| February 05, 2004 Filed Feb 6, 2004 19:01 UTC | WELLTOWER INC. HCN · Entity 2853 | SaleCommon Stock | 300 | $36.45 | $10,935.00 |
DisclosureSEC source: 0001209191-04-007425 · doc4.xml · nonDerivative · entry 4 HERMAN CHARLES J JR · CIK 0001242823 · Vice President-Operations 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 24,252 Read SEC document |
| February 05, 2004 Filed Feb 6, 2004 19:01 UTC | WELLTOWER INC. HCN · Entity 2853 | SaleCommon Stock | 13,700 | $36.40 | $498,680.00 |
DisclosureSEC source: 0001209191-04-007425 · doc4.xml · nonDerivative · entry 3 HERMAN CHARLES J JR · CIK 0001242823 · Vice President-Operations 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 24,552 Read SEC document |
| February 05, 2004 Filed Feb 6, 2004 19:01 UTC | WELLTOWER INC. HCN · Entity 2853 | Exercise / conversionCommon Stock | 8,000 | $24.42 | $195,360.00 |
DisclosureSEC source: 0001209191-04-007425 · doc4.xml · nonDerivative · entry 2 HERMAN CHARLES J JR · CIK 0001242823 · Vice President-Operations 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 38,252 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| February 05, 2004 Filed Feb 6, 2004 19:01 UTC | WELLTOWER INC. HCN · Entity 2853 | Exercise / conversionCommon Stock | 6,000 | $16.81 | $100,860.00 |
DisclosureSEC source: 0001209191-04-007425 · doc4.xml · nonDerivative · entry 1 HERMAN CHARLES J JR · CIK 0001242823 · Vice President-Operations 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 30,252 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 26, 2004 Filed Jan 28, 2004 22:09 UTC | WELLTOWER INC. HCN · Entity 2853 | GrantOption (Right to Buy) · Derivative | 6,653 | $0.00 Strike: $37.00 | $0.00 |
DisclosureSEC source: 0001209191-04-005146 · doc4.xml · derivative · entry 2 HERMAN CHARLES J JR · CIK 0001242823 · Vice President-Operations 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,653 Underlying: Common · 6,653 shares Expires 2014-01-26 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: Optons for the purchase of 6,653 shares of common stock at $37.00 per share were granted to Mr. Herman on January 26, 2004. Options for the purchase of 1,331 shares will vest on January 15 of each 2005, 2006 and 2007 and options for the purchase of 1,330 shares will vest on January 15 of each 2008 and 2009. F2 · derivative.underlying_shares: Optons for the purchase of 6,653 shares of common stock at $37.00 per share were granted to Mr. Herman on January 26, 2004. Options for the purchase of 1,331 shares will vest on January 15 of each 2005, 2006 and 2007 and options for the purchase of 1,330 shares will vest on January 15 of each 2008 and 2009. Read SEC document |
| January 26, 2004 Filed Jan 28, 2004 22:09 UTC | WELLTOWER INC. HCN · Entity 2853 | GrantCommon Stock | 3,943 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-04-005146 · doc4.xml · nonDerivative · entry 1 HERMAN CHARLES J JR · CIK 0001242823 · Vice President-Operations 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 24,252 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 |
| January 15, 2004 Filed Jan 20, 2004 13:58 UTC | WELLTOWER INC. HCN · Entity 2853 | Tax withholdingCommon Stock | 522 | $36.68 | $19,146.96 |
DisclosureSEC source: 0001209191-04-003522 · doc4.xml · nonDerivative · entry 1 HERMAN CHARLES J JR · CIK 0001242823 · Vice President-Operations 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,309 Read SEC document |
| December 15, 2003 Filed Dec 16, 2003 21:08 UTC | WELLTOWER INC. HCN · Entity 2853 | Tax withholdingCommon Stock | 966 | $34.75 | $33,568.50 |
DisclosureSEC source: 0001209191-03-035362 · doc4.xml · nonDerivative · entry 1 HERMAN CHARLES J JR · CIK 0001242823 · Vice President-Operations 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,831 Read SEC document |
| December 01, 2003 Filed Dec 2, 2003 20:09 UTC | WELLTOWER INC. HCN · Entity 2853 | Exercise / conversionOption (Right to Buy) · Derivative | 6,000 | $0.00 Strike: $24.42 | $0.00 |
DisclosureSEC source: 0001209191-03-033044 · doc4.xml · derivative · entry 4 HERMAN CHARLES J JR · CIK 0001242823 · Vice President-Operations 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 46,500 Underlying: Common · 52,500 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. F1 · 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. Options for the purchase of 10,500 shares vested on December 15, 2002 and options for the purchase of 10,500 shares will vest on December 15 of each 2003, 2004, 2005 and 2006. F1 · 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. Options for the purchase of 10,500 shares vested on December 15, 2002 and options for the purchase of 10,500 shares will vest on December 15 of each 2003, 2004, 2005 and 2006. Read SEC document |
| December 01, 2003 Filed Dec 2, 2003 20:09 UTC | WELLTOWER INC. HCN · Entity 2853 | SaleCommon Stock | 500 | $35.32 | $17,660.00 |
DisclosureSEC source: 0001209191-03-033044 · doc4.xml · nonDerivative · entry 3 HERMAN CHARLES J JR · CIK 0001242823 · Vice President-Operations 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 21,797 Read SEC document |
| December 01, 2003 Filed Dec 2, 2003 20:09 UTC | WELLTOWER INC. HCN · Entity 2853 | SaleCommon Stock | 5,500 | $35.17 | $193,435.00 |
DisclosureSEC source: 0001209191-03-033044 · doc4.xml · nonDerivative · entry 2 HERMAN CHARLES J JR · CIK 0001242823 · Vice President-Operations 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 22,297 Read SEC document |
| December 01, 2003 Filed Dec 2, 2003 20:09 UTC | WELLTOWER INC. HCN · Entity 2853 | Exercise / conversionCommon Stock | 6,000 | $24.42 | $146,520.00 |
DisclosureSEC source: 0001209191-03-033044 · doc4.xml · nonDerivative · entry 1 HERMAN CHARLES J JR · CIK 0001242823 · Vice President-Operations 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 27,797 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 30, 2003 Filed Jul 31, 2003 16:14 UTC | WELLTOWER INC. HCN · Entity 2853 | Exercise / conversionOption (Right to Buy) · Derivative | 4,750 | $0.00 Strike: $16.81 | $0.00 |
DisclosureSEC source: 0001209191-03-014548 · doc4.xml · derivative · entry 5 HERMAN CHARLES J JR · CIK 0001242823 · Vice President-Operations 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 37,250 Underlying: Common · 42,000 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 10,250 shares has previously been reported. Of the remaining options, options for the purchase of 250 shares vested on December 15, 2001 and options for the purchase of 10,500 shares vested or will vest on December 15 of each of 2002, 2003, 2004 and 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 10,250 shares has previously been reported. Of the remaining options, options for the purchase of 250 shares vested on December 15, 2001 and options for the purchase of 10,500 shares vested or will vest on December 15 of each of 2002, 2003, 2004 and 2005. Read SEC document |
| July 30, 2003 Filed Jul 31, 2003 16:14 UTC | WELLTOWER INC. HCN · Entity 2853 | Exercise / conversionOption (Right to Buy) · Derivative | 250 | $0.00 Strike: $16.81 | $0.00 |
DisclosureSEC source: 0001209191-03-014548 · doc4.xml · derivative · entry 4 HERMAN CHARLES J JR · CIK 0001242823 · Vice President-Operations 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 42,000 Underlying: Common · 42,250 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 10,250 shares has previously been reported. Of the remaining options, options for the purchase of 250 shares vested on December 15, 2001 and options for the purchase of 10,500 shares vested or will vest on December 15 of each of 2002, 2003, 2004 and 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 10,250 shares has previously been reported. Of the remaining options, options for the purchase of 250 shares vested on December 15, 2001 and options for the purchase of 10,500 shares vested or will vest on December 15 of each of 2002, 2003, 2004 and 2005. Read SEC document |
| July 30, 2003 Filed Jul 31, 2003 16:14 UTC | WELLTOWER INC. HCN · Entity 2853 | SaleCommon Stock | 100 | $31.46 | $3,146.00 |
DisclosureSEC source: 0001209191-03-014548 · doc4.xml · nonDerivative · entry 3 HERMAN CHARLES J JR · CIK 0001242823 · Vice President-Operations 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 21,797 Read SEC document |
| July 30, 2003 Filed Jul 31, 2003 16:14 UTC | WELLTOWER INC. HCN · Entity 2853 | SaleCommon Stock | 4,900 | $31.30 | $153,370.00 |
DisclosureSEC source: 0001209191-03-014548 · doc4.xml · nonDerivative · entry 2 HERMAN CHARLES J JR · CIK 0001242823 · Vice President-Operations 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 21,897 Read SEC document |
| July 30, 2003 Filed Jul 31, 2003 16:14 UTC | WELLTOWER INC. HCN · Entity 2853 | Exercise / conversionCommon Stock | 5,000 | $16.81 | $84,050.00 |
DisclosureSEC source: 0001209191-03-014548 · doc4.xml · nonDerivative · entry 1 HERMAN CHARLES J JR · CIK 0001242823 · Vice President-Operations 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 26,797 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.