Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Evolent Health, Inc.EVH · Entity 5492 | Director | June 04, 2026 | June 08, 2026 |
| WELLTOWER INC.HCN · Entity 2853 | Director | March 10, 2015 | March 11, 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.
Evolent Health, Inc.
Report date June 04, 2026 · Filed June 08, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Common StockSEC Table I · non-derivative | Direct | 63,075 |
Reported balance
After 2026-06-04 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2026-06-04 · Grant · Acquired 41,096 · Balance 63,075 F1: Represents restricted stock units granted to Mr. Grua pursuant to the Amended and Restated Evolent Health, Inc. 2015 Omnibus Incentive Compensation Plan. F2: Securities vest on the earlier of June 4, 2027, and the date of the Company's 2027 annual meeting, subject to the reporting person's continued service on the vesting date. |
| Class A Common StockSEC Table I · non-derivative | IndirectBy the Peter J. Grua 2004 Revocable Trust | 60,668 |
Reported balance
Holding disclosure · report date 2026-06-04 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 60,668 F3: These shares are held in a trust for the sole benefit of the reporting person. The reporting person is the sole trustee of the trust and has sole voting and dispositive power over the shares. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents restricted stock units granted to Mr. Grua pursuant to the Amended and Restated Evolent Health, Inc. 2015 Omnibus Incentive Compensation Plan.
F2: Securities vest on the earlier of June 4, 2027, and the date of the Company's 2027 annual meeting, subject to the reporting person's continued service on the vesting date.
F3: These shares are held in a trust for the sole benefit of the reporting person. The reporting person is the sole trustee of the trust and has sole voting and dispositive power over the shares.
WELLTOWER INC.
Report date March 10, 2015 · Filed March 11, 2015
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | IndirectLLC | 21,879 |
Reported balance
After 2015-03-10 transaction · row 2
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 2 · 2015-03-10 · Gift · Disposed 2,000 · Balance 21,879 F2: The securities were gifted and had no disposition or acquisition price F3: Front Garden Investment LLC. |
| Common StockSEC Table I · non-derivative | IndirectTrust | 7,386 |
Reported balance
Holding disclosure · report date 2015-03-10 · row 1
Holding and transaction disclosures are not merged.
1 source rowRow 1 · Balance 7,386 F1: Peter J. Grua Revocable Trust. |
Filing footnotes · ownership attribution and instrument terms
F1: Peter J. Grua Revocable Trust.
F2: The securities were gifted and had no disposition or acquisition price
F3: Front Garden Investment LLC.
Past disclosures · reporting ended (2)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
ADVISORY BOARD CO
Report date November 17, 2017 · Filed November 21, 2017
Section 16 reporting ended · disclosed 2017-11-21. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | IndirectBy Trust | 0 |
Reported balance
After 2017-11-17 transaction · row 1
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 1 · 2017-11-17 · Disposition to issuer · Disposed 18,216 · Balance 0 F1: On November 17, 2017, pursuant to that certain Agreement and Plan of Merger, dated as of August 28, 2017 (the "Merger Agreement"), by and among The Advisory Board Company (the "Issuer"), OptumInsight, Inc. ("Optum"), a wholly owned subsidiary of UnitedHealth Group Incorporated ("UnitedHealth"), and Apollo Merger Sub, Inc., a wholly owned subsidiary of Optum ("Merger Sub"), Merger Sub merged with and into the Issuer, with the Issuer surviving as a wholly owned subsidiary of Optum (the "Merger"). Immediately preceding the Merger, the Issuer completed the sale of its education business to Avatar Holdco, LLC and EAB Global, Inc. (collectively, "Education Buyer" and formed by Vista Equity Partners Fund VI, L.P.) pursuant to that certain Stock and Asset Purchase Agreement, dated August 28, 2017, by and among the Issuer and the Education Buyer. F2: Disposed of pursuant to the Merger Agreement and by virtue of the Merger, in which each share of the Issuer's common stock, par value $0.01 per share ("Issuer Common Stock"), issued and outstanding immediately prior to the completion of the Merger was converted into the right to receive $53.81 in cash, without interest (the "Per Share Merger Consideration"), consisting of (i) $52.65 in cash, plus (ii) an additional amount in cash equal to $1.16, calculated in accordance with the Merger Agreement based on the per-share, after-tax value of the Issuer's equity interests in Evolent Health, Inc. Pursuant to the Merger Agreement and by virtue of the Merger, each share of common stock of Merger Sub outstanding immediately prior to the Merger was converted into one share of Issuer Common Stock, as the surviving corporation in the Merger, and constitutes the only outstanding shares of the Issuer. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 0 |
Reported balance
After 2017-11-17 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2017-11-17 · Disposition to issuer · Disposed 2,915 · Balance 0 F3: Represents restricted stock units (each, an "RSU") that were outstanding immediately prior to the Merger. By their terms, prior to the Merger, each RSU represented a contingent right to one share of Issuer Common Stock. Each RSU was cancelled and converted into the right to receive an amount in cash, without interest, equal to the Per Share Merger Consideration multiplied by the total number of shares of Issuer Common Stock underlying such RSU, payable within two business days following the Merger, provided that to the extent payment within such time or on such date would trigger a tax or penalty under Section 409A of the Internal Revenue Code, such payments shall be made on the earliest date that payment would not trigger such tax or penalty. F1: On November 17, 2017, pursuant to that certain Agreement and Plan of Merger, dated as of August 28, 2017 (the "Merger Agreement"), by and among The Advisory Board Company (the "Issuer"), OptumInsight, Inc. ("Optum"), a wholly owned subsidiary of UnitedHealth Group Incorporated ("UnitedHealth"), and Apollo Merger Sub, Inc., a wholly owned subsidiary of Optum ("Merger Sub"), Merger Sub merged with and into the Issuer, with the Issuer surviving as a wholly owned subsidiary of Optum (the "Merger"). Immediately preceding the Merger, the Issuer completed the sale of its education business to Avatar Holdco, LLC and EAB Global, Inc. (collectively, "Education Buyer" and formed by Vista Equity Partners Fund VI, L.P.) pursuant to that certain Stock and Asset Purchase Agreement, dated August 28, 2017, by and among the Issuer and the Education Buyer. F4: The RSUs vest on June 14, 2018. Upon vesting, unless deferred, each RSU is settled by the delivery of the underlying shares of Issuer Common Stock or payment of the current cash value of the vested shares, at the discretion of the Issuer. |
Filing footnotes · ownership attribution and instrument terms
F1: On November 17, 2017, pursuant to that certain Agreement and Plan of Merger, dated as of August 28, 2017 (the "Merger Agreement"), by and among The Advisory Board Company (the "Issuer"), OptumInsight, Inc. ("Optum"), a wholly owned subsidiary of UnitedHealth Group Incorporated ("UnitedHealth"), and Apollo Merger Sub, Inc., a wholly owned subsidiary of Optum ("Merger Sub"), Merger Sub merged with and into the Issuer, with the Issuer surviving as a wholly owned subsidiary of Optum (the "Merger"). Immediately preceding the Merger, the Issuer completed the sale of its education business to Avatar Holdco, LLC and EAB Global, Inc. (collectively, "Education Buyer" and formed by Vista Equity Partners Fund VI, L.P.) pursuant to that certain Stock and Asset Purchase Agreement, dated August 28, 2017, by and among the Issuer and the Education Buyer.
F2: Disposed of pursuant to the Merger Agreement and by virtue of the Merger, in which each share of the Issuer's common stock, par value $0.01 per share ("Issuer Common Stock"), issued and outstanding immediately prior to the completion of the Merger was converted into the right to receive $53.81 in cash, without interest (the "Per Share Merger Consideration"), consisting of (i) $52.65 in cash, plus (ii) an additional amount in cash equal to $1.16, calculated in accordance with the Merger Agreement based on the per-share, after-tax value of the Issuer's equity interests in Evolent Health, Inc. Pursuant to the Merger Agreement and by virtue of the Merger, each share of common stock of Merger Sub outstanding immediately prior to the Merger was converted into one share of Issuer Common Stock, as the surviving corporation in the Merger, and constitutes the only outstanding shares of the Issuer.
F3: Represents restricted stock units (each, an "RSU") that were outstanding immediately prior to the Merger. By their terms, prior to the Merger, each RSU represented a contingent right to one share of Issuer Common Stock. Each RSU was cancelled and converted into the right to receive an amount in cash, without interest, equal to the Per Share Merger Consideration multiplied by the total number of shares of Issuer Common Stock underlying such RSU, payable within two business days following the Merger, provided that to the extent payment within such time or on such date would trigger a tax or penalty under Section 409A of the Internal Revenue Code, such payments shall be made on the earliest date that payment would not trigger such tax or penalty.
F4: The RSUs vest on June 14, 2018. Upon vesting, unless deferred, each RSU is settled by the delivery of the underlying shares of Issuer Common Stock or payment of the current cash value of the vested shares, at the discretion of the Issuer.
Phreesia, Inc.
Report date December 17, 2019 · Filed December 18, 2019
Jointly reported with HLM VENTURE PARTNERS II, L.P., HLM VENTURE ASSOCIATES II, LLC
Section 16 reporting ended · disclosed 2019-12-18. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 2,016,938 |
Reported balance
After 2019-12-17 transaction · row 1
Joint disclosure: continuity of the reported position is unresolved; see ownership footnotes.
1 source rowRow 1 · 2019-12-17 · Sale · Disposed 2,181,577 · Balance 2,016,938 F1: These shares were sold in a firm commitment underwritten public offering pursuant to an underwriting agreement dated as of December 12, 2019 by and among the Issuer, the several underwriters and the selling stockholders identified therein. F2: Shares held directly by HLM Venture Partners II, L.P. HLM Venture Associates II, L.L.C. is the general partner of HLM Venture Partners II, L.P. Edward L. Cahill and Peter J. Grua (collectively, the "Managing Members") are the managing members of HLM Venture Associates II, L.L.C. and, as such, may be deemed to have shared voting and dispositive power with respect to the issuer's securities held of record by HLM Venture Partners II, L.P. Each of the entities and the Managing Members disclaim beneficial ownership of the securities reported herein, except to the extent of their respective pecuniary interest therein, and the inclusion of these shares in this report shall not be deemed an admission of beneficial ownership of the shares for purposes of Section 16 or for any other purpose. |
Filing footnotes · ownership attribution and instrument terms
F1: These shares were sold in a firm commitment underwritten public offering pursuant to an underwriting agreement dated as of December 12, 2019 by and among the Issuer, the several underwriters and the selling stockholders identified therein.
F2: Shares held directly by HLM Venture Partners II, L.P. HLM Venture Associates II, L.L.C. is the general partner of HLM Venture Partners II, L.P. Edward L. Cahill and Peter J. Grua (collectively, the "Managing Members") are the managing members of HLM Venture Associates II, L.L.C. and, as such, may be deemed to have shared voting and dispositive power with respect to the issuer's securities held of record by HLM Venture Partners II, L.P. Each of the entities and the Managing Members disclaim beneficial ownership of the securities reported herein, except to the extent of their respective pecuniary interest therein, and the inclusion of these shares in this report shall not be deemed an admission of beneficial ownership of the shares for purposes of Section 16 or for any other purpose.
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 |
|---|---|---|---|---|---|---|
| July 22, 2005 Filed Jul 25, 2005 17:54 UTC | WELLTOWER INC. HCN · Entity 2853 | Exercise / conversionOption (Right to Buy) · Derivative | 1,666 | $0.00 Strike: $27.17 | $0.00 |
DisclosureSEC source: 0001209191-05-038390 · doc4.xml · derivative · entry 6 GRUA PETER J · CIK 0001242813 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common · 1,666 shares Expires 2012-01-28 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. F2 · price: The options were granted under the Health Care REIT, Inc. 1997 Stock Plan for Non-Employee Directors and had no acquisition price. F1 · derivative.exercise_date: Options for the purchase of 5,000 shares of common stock at $27.17 per share were granted to Mr. Grua on January 28, 2002, which grant has previously been reported. Options for the purchase of 1,667 shares vested on January 28 of each 2003 and 2004 and options for the purchase of 1,666 shares vested on January 28, 2005. F1 · derivative.underlying_shares: Options for the purchase of 5,000 shares of common stock at $27.17 per share were granted to Mr. Grua on January 28, 2002, which grant has previously been reported. Options for the purchase of 1,667 shares vested on January 28 of each 2003 and 2004 and options for the purchase of 1,666 shares vested on January 28, 2005. Read SEC document |
| July 22, 2005 Filed Jul 25, 2005 17:54 UTC | WELLTOWER INC. HCN · Entity 2853 | Exercise / conversionOption (Right to Buy) · Derivative | 1,667 | $0.00 Strike: $27.17 | $0.00 |
DisclosureSEC source: 0001209191-05-038390 · doc4.xml · derivative · entry 5 GRUA PETER J · CIK 0001242813 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,666 Underlying: Common · 3,333 shares Expires 2012-01-28 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. F2 · price: The options were granted under the Health Care REIT, Inc. 1997 Stock Plan for Non-Employee Directors and had no acquisition price. F1 · derivative.exercise_date: Options for the purchase of 5,000 shares of common stock at $27.17 per share were granted to Mr. Grua on January 28, 2002, which grant has previously been reported. Options for the purchase of 1,667 shares vested on January 28 of each 2003 and 2004 and options for the purchase of 1,666 shares vested on January 28, 2005. F1 · derivative.underlying_shares: Options for the purchase of 5,000 shares of common stock at $27.17 per share were granted to Mr. Grua on January 28, 2002, which grant has previously been reported. Options for the purchase of 1,667 shares vested on January 28 of each 2003 and 2004 and options for the purchase of 1,666 shares vested on January 28, 2005. Read SEC document |
| July 22, 2005 Filed Jul 25, 2005 17:54 UTC | WELLTOWER INC. HCN · Entity 2853 | Exercise / conversionOption (Right to Buy) · Derivative | 1,667 | $0.00 Strike: $27.17 | $0.00 |
DisclosureSEC source: 0001209191-05-038390 · doc4.xml · derivative · entry 4 GRUA PETER J · CIK 0001242813 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,333 Underlying: Common · 5,000 shares Expires 2012-01-28 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. F2 · price: The options were granted under the Health Care REIT, Inc. 1997 Stock Plan for Non-Employee Directors and had no acquisition price. F1 · derivative.exercise_date: Options for the purchase of 5,000 shares of common stock at $27.17 per share were granted to Mr. Grua on January 28, 2002, which grant has previously been reported. Options for the purchase of 1,667 shares vested on January 28 of each 2003 and 2004 and options for the purchase of 1,666 shares vested on January 28, 2005. F1 · derivative.underlying_shares: Options for the purchase of 5,000 shares of common stock at $27.17 per share were granted to Mr. Grua on January 28, 2002, which grant has previously been reported. Options for the purchase of 1,667 shares vested on January 28 of each 2003 and 2004 and options for the purchase of 1,666 shares vested on January 28, 2005. Read SEC document |
| July 22, 2005 Filed Jul 25, 2005 17:54 UTC | WELLTOWER INC. HCN · Entity 2853 | SaleCommon Stock | 6,667 | $37.66 | $251,079.22 |
DisclosureSEC source: 0001209191-05-038390 · doc4.xml · nonDerivative · entry 3 GRUA PETER J · CIK 0001242813 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,007 Read SEC document |
| July 22, 2005 Filed Jul 25, 2005 17:54 UTC | WELLTOWER INC. HCN · Entity 2853 | Exercise / conversionCommon Stock | 1,667 | $25.82 | $43,041.94 |
DisclosureSEC source: 0001209191-05-038390 · doc4.xml · nonDerivative · entry 2 GRUA PETER J · CIK 0001242813 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 23,674 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 22, 2005 Filed Jul 25, 2005 17:54 UTC | WELLTOWER INC. HCN · Entity 2853 | Exercise / conversionCommon Stock | 5,000 | $27.17 | $135,850.00 |
DisclosureSEC source: 0001209191-05-038390 · doc4.xml · nonDerivative · entry 1 GRUA PETER J · CIK 0001242813 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 22,007 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 25, 2005 21:56 UTC | WELLTOWER INC. HCN · Entity 2853 | GrantCommon Stock | 2,007 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-05-004673 · doc4.xml · nonDerivative · entry 1 GRUA PETER J · CIK 0001242813 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,007 F1 · price: These shares were granted without cash consideration as shares of restricted stock under the Health Care REIT, Inc. 1997 Stock Plan for Non-Employee Directors. Read SEC document |
| November 04, 2004 Filed Nov 5, 2004 20:52 UTC | WELLTOWER INC. HCN · Entity 2853 | Exercise / conversionOption (Right to Buy) · Derivative | 1,667 | $0.00 Strike: $25.82 | $0.00 |
DisclosureSEC source: 0001209191-04-051464 · doc4.xml · derivative · entry 7 GRUA PETER J · CIK 0001242813 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,333 Underlying: Common · 5,000 shares Expires 2013-01-28 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. F2 · price: The options were granted under the Health Care REIT, Inc. 1997 Stock Plan for Non-Employee Directors and had no acquisition price. F3 · derivative.exercise_date: Options for the purchase of 5,000 shares of common stock at $25.82 per share were granted to Mr. Grua on January 28, 2003, which grant has previosly been reported. Options for the purchase of 1,667 shares vested on January 28, 2004, options for the purchase of 1,667 shares will vest on January 28, 2005 and options for the purchase of 1,666 shares will vest on January 28, 2006. F3 · derivative.underlying_shares: Options for the purchase of 5,000 shares of common stock at $25.82 per share were granted to Mr. Grua on January 28, 2003, which grant has previosly been reported. Options for the purchase of 1,667 shares vested on January 28, 2004, options for the purchase of 1,667 shares will vest on January 28, 2005 and options for the purchase of 1,666 shares will vest on January 28, 2006. Read SEC document |
| November 04, 2004 Filed Nov 5, 2004 20:52 UTC | WELLTOWER INC. HCN · Entity 2853 | Exercise / conversionOption (Right to Buy) · Derivative | 1,666 | $0.00 Strike: $25.13 | $0.00 |
DisclosureSEC source: 0001209191-04-051464 · doc4.xml · derivative · entry 6 GRUA PETER J · CIK 0001242813 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common · 1,666 shares Expires 2009-01-18 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. 1997 Stock Plan for Non-Employee Directors and had no acquisition price. F1 · derivative.exercise_date: Options for the purchase of 5,000 shares of common stock at $25.125 per share were granted to Mr. Grua on January 18, 1999, which grant has previosuly been reported. Options for the purchase of 1,667 shares vested on January 18 of each 2000 and 2001 and options for the purchase of 1,666 shares vested on January 18, 2002. F1 · derivative.underlying_shares: Options for the purchase of 5,000 shares of common stock at $25.125 per share were granted to Mr. Grua on January 18, 1999, which grant has previosuly been reported. Options for the purchase of 1,667 shares vested on January 18 of each 2000 and 2001 and options for the purchase of 1,666 shares vested on January 18, 2002. Read SEC document |
| November 04, 2004 Filed Nov 5, 2004 20:52 UTC | WELLTOWER INC. HCN · Entity 2853 | Exercise / conversionOption (Right to Buy) · Derivative | 1,667 | $0.00 Strike: $25.13 | $0.00 |
DisclosureSEC source: 0001209191-04-051464 · doc4.xml · derivative · entry 5 GRUA PETER J · CIK 0001242813 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,666 Underlying: Common · 3,333 shares Expires 2009-01-18 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. 1997 Stock Plan for Non-Employee Directors and had no acquisition price. F1 · derivative.exercise_date: Options for the purchase of 5,000 shares of common stock at $25.125 per share were granted to Mr. Grua on January 18, 1999, which grant has previosuly been reported. Options for the purchase of 1,667 shares vested on January 18 of each 2000 and 2001 and options for the purchase of 1,666 shares vested on January 18, 2002. F1 · derivative.underlying_shares: Options for the purchase of 5,000 shares of common stock at $25.125 per share were granted to Mr. Grua on January 18, 1999, which grant has previosuly been reported. Options for the purchase of 1,667 shares vested on January 18 of each 2000 and 2001 and options for the purchase of 1,666 shares vested on January 18, 2002. Read SEC document |
| November 04, 2004 Filed Nov 5, 2004 20:52 UTC | WELLTOWER INC. HCN · Entity 2853 | Exercise / conversionOption (Right to Buy) · Derivative | 1,667 | $0.00 Strike: $25.13 | $0.00 |
DisclosureSEC source: 0001209191-04-051464 · doc4.xml · derivative · entry 4 GRUA PETER J · CIK 0001242813 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,333 Underlying: Common · 5,000 shares Expires 2009-01-18 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. 1997 Stock Plan for Non-Employee Directors and had no acquisition price. F1 · derivative.exercise_date: Options for the purchase of 5,000 shares of common stock at $25.125 per share were granted to Mr. Grua on January 18, 1999, which grant has previosuly been reported. Options for the purchase of 1,667 shares vested on January 18 of each 2000 and 2001 and options for the purchase of 1,666 shares vested on January 18, 2002. F1 · derivative.underlying_shares: Options for the purchase of 5,000 shares of common stock at $25.125 per share were granted to Mr. Grua on January 18, 1999, which grant has previosuly been reported. Options for the purchase of 1,667 shares vested on January 18 of each 2000 and 2001 and options for the purchase of 1,666 shares vested on January 18, 2002. Read SEC document |
| November 04, 2004 Filed Nov 5, 2004 20:52 UTC | WELLTOWER INC. HCN · Entity 2853 | SaleCommon Stock | 6,667 | $35.95 | $239,655.98 |
DisclosureSEC source: 0001209191-04-051464 · doc4.xml · nonDerivative · entry 3 GRUA PETER J · CIK 0001242813 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,000 Read SEC document |
| November 04, 2004 Filed Nov 5, 2004 20:52 UTC | WELLTOWER INC. HCN · Entity 2853 | Exercise / conversionCommon Stock | 1,667 | $25.82 | $43,041.94 |
DisclosureSEC source: 0001209191-04-051464 · doc4.xml · nonDerivative · entry 2 GRUA PETER J · CIK 0001242813 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 21,667 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 04, 2004 Filed Nov 5, 2004 20:52 UTC | WELLTOWER INC. HCN · Entity 2853 | Exercise / conversionCommon Stock | 5,000 | $25.13 | $125,625.00 |
DisclosureSEC source: 0001209191-04-051464 · doc4.xml · nonDerivative · entry 1 GRUA PETER J · CIK 0001242813 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,000 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 |
| August 02, 2004 Filed Aug 4, 2004 21:27 UTC | WELLTOWER INC. HCN · Entity 2853 | Exercise / conversionOption (Right to Buy) · Derivative | 1,666 | $0.00 Strike: $17.56 | $0.00 |
DisclosureSEC source: 0001209191-04-039343 · doc4.xml · derivative · entry 7 GRUA PETER J · CIK 0001242813 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common · 1,666 shares Expires 2011-01-15 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. 1997 Stock Plan for Non-Employee Directors and had no acquisition price. F3 · derivative.exercise_date: Options for the purchase of 5,000 shares of common stock at $17.56 per share were granted to Mr. Grua on January 15, 2001, which grant has previously been reported. The partial exercise of these options for the purchase of 3,334 shares has previously been reported. Of the remaining options, options for the purchase of 1,666 shares vested on January 15, 2004. F3 · derivative.underlying_shares: Options for the purchase of 5,000 shares of common stock at $17.56 per share were granted to Mr. Grua on January 15, 2001, which grant has previously been reported. The partial exercise of these options for the purchase of 3,334 shares has previously been reported. Of the remaining options, options for the purchase of 1,666 shares vested on January 15, 2004. Read SEC document |
| August 02, 2004 Filed Aug 4, 2004 21:27 UTC | WELLTOWER INC. HCN · Entity 2853 | Exercise / conversionOption (Right to Buy) · Derivative | 3,333 | $0.00 Strike: $25.13 | $0.00 |
DisclosureSEC source: 0001209191-04-039343 · doc4.xml · derivative · entry 6 GRUA PETER J · CIK 0001242813 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common · 3,333 shares Expires 2009-01-18 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. 1997 Stock Plan for Non-Employee Directors and had no acquisition price. F1 · derivative.exercise_date: Options for the purchase of 10,000 shares of common stock at $25.125 per share were granted to Mr. Grua on January 18, 1999, which grant has previosuly been reported. Options for the purchase of 3,334 shares vested on January 18, 2000 and options for the purchase of 3,333 shares vested on January 18 of each 2001 and 2002. F1 · derivative.underlying_shares: Options for the purchase of 10,000 shares of common stock at $25.125 per share were granted to Mr. Grua on January 18, 1999, which grant has previosuly been reported. Options for the purchase of 3,334 shares vested on January 18, 2000 and options for the purchase of 3,333 shares vested on January 18 of each 2001 and 2002. Read SEC document |
| August 02, 2004 Filed Aug 4, 2004 21:27 UTC | WELLTOWER INC. HCN · Entity 2853 | Exercise / conversionOption (Right to Buy) · Derivative | 3,333 | $0.00 Strike: $25.13 | $0.00 |
DisclosureSEC source: 0001209191-04-039343 · doc4.xml · derivative · entry 5 GRUA PETER J · CIK 0001242813 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,333 Underlying: Common · 6,666 shares Expires 2009-01-18 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. 1997 Stock Plan for Non-Employee Directors and had no acquisition price. F1 · derivative.exercise_date: Options for the purchase of 10,000 shares of common stock at $25.125 per share were granted to Mr. Grua on January 18, 1999, which grant has previosuly been reported. Options for the purchase of 3,334 shares vested on January 18, 2000 and options for the purchase of 3,333 shares vested on January 18 of each 2001 and 2002. F1 · derivative.underlying_shares: Options for the purchase of 10,000 shares of common stock at $25.125 per share were granted to Mr. Grua on January 18, 1999, which grant has previosuly been reported. Options for the purchase of 3,334 shares vested on January 18, 2000 and options for the purchase of 3,333 shares vested on January 18 of each 2001 and 2002. Read SEC document |
| August 02, 2004 Filed Aug 4, 2004 21:27 UTC | WELLTOWER INC. HCN · Entity 2853 | Exercise / conversionOption (Right to Buy) · Derivative | 3,334 | $0.00 Strike: $25.13 | $0.00 |
DisclosureSEC source: 0001209191-04-039343 · doc4.xml · derivative · entry 4 GRUA PETER J · CIK 0001242813 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,666 Underlying: Common · 10,000 shares Expires 2009-01-18 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. 1997 Stock Plan for Non-Employee Directors and had no acquisition price. F1 · derivative.exercise_date: Options for the purchase of 10,000 shares of common stock at $25.125 per share were granted to Mr. Grua on January 18, 1999, which grant has previosuly been reported. Options for the purchase of 3,334 shares vested on January 18, 2000 and options for the purchase of 3,333 shares vested on January 18 of each 2001 and 2002. F1 · derivative.underlying_shares: Options for the purchase of 10,000 shares of common stock at $25.125 per share were granted to Mr. Grua on January 18, 1999, which grant has previosuly been reported. Options for the purchase of 3,334 shares vested on January 18, 2000 and options for the purchase of 3,333 shares vested on January 18 of each 2001 and 2002. Read SEC document |
| August 02, 2004 Filed Aug 4, 2004 21:27 UTC | WELLTOWER INC. HCN · Entity 2853 | SaleCommon Stock | 11,666 | $32.28 | $376,634.48 |
DisclosureSEC source: 0001209191-04-039343 · doc4.xml · nonDerivative · entry 3 GRUA PETER J · CIK 0001242813 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,000 Read SEC document |
| August 02, 2004 Filed Aug 4, 2004 21:27 UTC | WELLTOWER INC. HCN · Entity 2853 | Exercise / conversionCommon Stock | 1,666 | $17.56 | $29,254.96 |
DisclosureSEC source: 0001209191-04-039343 · doc4.xml · nonDerivative · entry 2 GRUA PETER J · CIK 0001242813 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 26,666 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 |
| August 02, 2004 Filed Aug 4, 2004 21:27 UTC | WELLTOWER INC. HCN · Entity 2853 | Exercise / conversionCommon Stock | 10,000 | $25.13 | $251,250.00 |
DisclosureSEC source: 0001209191-04-039343 · doc4.xml · nonDerivative · entry 1 GRUA PETER J · CIK 0001242813 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 25,000 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 21:03 UTC | WELLTOWER INC. HCN · Entity 2853 | GrantCommon Stock | 2,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-04-005096 · doc4.xml · nonDerivative · entry 1 GRUA PETER J · CIK 0001242813 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,000 F1 · price: These shares were granted without cash consideration as shares of restricted stock under the Health Care REIT, Inc. 1997 Stock Plan for Non-Employee Directors. Read SEC document |
| August 11, 2003 Filed Aug 12, 2003 20:30 UTC | WELLTOWER INC. HCN · Entity 2853 | Exercise / conversionOption (Right to Buy) · Derivative | 1,667 | $0.00 Strike: $17.56 | $0.00 |
DisclosureSEC source: 0001209191-03-016723 · doc4.xml · derivative · entry 8 GRUA PETER J · CIK 0001242813 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,666 Underlying: Common · 3,333 shares Expires 2011-01-15 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. 1997 Stock Plan for Non-Employee Directors and had no acquisition price. F3 · derivative.exercise_date: Options for the purchase of 5,000 shares of common stock at $17.56 per share were granted to Mr. Grua on January 15, 2001, which grant has previously been reported. Options for the purchase of 1,667 shares vested on January 15, 2002 and January 15, 2003 and options for the purchase of 1666 shares will vest on January 15, 2004. F3 · derivative.underlying_shares: Options for the purchase of 5,000 shares of common stock at $17.56 per share were granted to Mr. Grua on January 15, 2001, which grant has previously been reported. Options for the purchase of 1,667 shares vested on January 15, 2002 and January 15, 2003 and options for the purchase of 1666 shares will vest on January 15, 2004. Read SEC document |
| August 11, 2003 Filed Aug 12, 2003 20:30 UTC | WELLTOWER INC. HCN · Entity 2853 | Exercise / conversionOption (Right to Buy) · Derivative | 1,667 | $0.00 Strike: $17.56 | $0.00 |
DisclosureSEC source: 0001209191-03-016723 · doc4.xml · derivative · entry 7 GRUA PETER J · CIK 0001242813 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,333 Underlying: Common · 5,000 shares Expires 2011-01-15 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. 1997 Stock Plan for Non-Employee Directors and had no acquisition price. F3 · derivative.exercise_date: Options for the purchase of 5,000 shares of common stock at $17.56 per share were granted to Mr. Grua on January 15, 2001, which grant has previously been reported. Options for the purchase of 1,667 shares vested on January 15, 2002 and January 15, 2003 and options for the purchase of 1666 shares will vest on January 15, 2004. F3 · derivative.underlying_shares: Options for the purchase of 5,000 shares of common stock at $17.56 per share were granted to Mr. Grua on January 15, 2001, which grant has previously been reported. Options for the purchase of 1,667 shares vested on January 15, 2002 and January 15, 2003 and options for the purchase of 1666 shares will vest on January 15, 2004. Read SEC document |
| August 11, 2003 Filed Aug 12, 2003 20:30 UTC | WELLTOWER INC. HCN · Entity 2853 | Exercise / conversionOption (Right to Buy) · Derivative | 1,666 | $0.00 Strike: $16.38 | $0.00 |
DisclosureSEC source: 0001209191-03-016723 · doc4.xml · derivative · entry 6 GRUA PETER J · CIK 0001242813 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common · 1,666 shares Expires 2010-01-31 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. F2 · price: The options were granted under the Health Care REIT, Inc. 1997 Stock Plan for Non-Employee Directors and had no acquisition price. F1 · derivative.exercise_date: Options for the purchase of 5,000 shares of common stock at $16.375 per share were granted to Mr. Grua on January 31, 2000, which grant has previously been reported. F1 · derivative.underlying_shares: Options for the purchase of 5,000 shares of common stock at $16.375 per share were granted to Mr. Grua on January 31, 2000, which grant has previously been reported. Read SEC document |
| August 11, 2003 Filed Aug 12, 2003 20:30 UTC | WELLTOWER INC. HCN · Entity 2853 | Exercise / conversionOption (Right to Buy) · Derivative | 1,667 | $0.00 Strike: $16.38 | $0.00 |
DisclosureSEC source: 0001209191-03-016723 · doc4.xml · derivative · entry 5 GRUA PETER J · CIK 0001242813 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,666 Underlying: Common · 3,333 shares Expires 2010-01-31 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. F2 · price: The options were granted under the Health Care REIT, Inc. 1997 Stock Plan for Non-Employee Directors and had no acquisition price. F1 · derivative.exercise_date: Options for the purchase of 5,000 shares of common stock at $16.375 per share were granted to Mr. Grua on January 31, 2000, which grant has previously been reported. F1 · derivative.underlying_shares: Options for the purchase of 5,000 shares of common stock at $16.375 per share were granted to Mr. Grua on January 31, 2000, which grant has previously been reported. Read SEC document |
| August 11, 2003 Filed Aug 12, 2003 20:30 UTC | WELLTOWER INC. HCN · Entity 2853 | Exercise / conversionOption (Right to Buy) · Derivative | 1,667 | $0.00 Strike: $16.38 | $0.00 |
DisclosureSEC source: 0001209191-03-016723 · doc4.xml · derivative · entry 4 GRUA PETER J · CIK 0001242813 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,333 Underlying: Common · 5,000 shares Expires 2010-01-31 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. F2 · price: The options were granted under the Health Care REIT, Inc. 1997 Stock Plan for Non-Employee Directors and had no acquisition price. F1 · derivative.exercise_date: Options for the purchase of 5,000 shares of common stock at $16.375 per share were granted to Mr. Grua on January 31, 2000, which grant has previously been reported. F1 · derivative.underlying_shares: Options for the purchase of 5,000 shares of common stock at $16.375 per share were granted to Mr. Grua on January 31, 2000, which grant has previously been reported. Read SEC document |
| August 11, 2003 Filed Aug 12, 2003 20:30 UTC | WELLTOWER INC. HCN · Entity 2853 | SaleCommon Stock | 8,334 | $30.26 | $252,148.50 |
DisclosureSEC source: 0001209191-03-016723 · doc4.xml · nonDerivative · entry 3 GRUA PETER J · CIK 0001242813 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,000 Read SEC document |
| August 11, 2003 Filed Aug 12, 2003 20:30 UTC | WELLTOWER INC. HCN · Entity 2853 | Exercise / conversionCommon Stock | 3,334 | $17.56 | $58,545.04 |
DisclosureSEC source: 0001209191-03-016723 · doc4.xml · nonDerivative · entry 2 GRUA PETER J · CIK 0001242813 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 21,334 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 |
| August 11, 2003 Filed Aug 12, 2003 20:30 UTC | WELLTOWER INC. HCN · Entity 2853 | Exercise / conversionCommon Stock | 5,000 | $16.38 | $81,875.00 |
DisclosureSEC source: 0001209191-03-016723 · doc4.xml · nonDerivative · entry 1 GRUA PETER J · CIK 0001242813 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,000 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.