Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| National Storage Affiliates TrustNSA · Entity 29115 | Director | May 27, 2022 | June 01, 2022 |
| WELLTOWER INC.HCN · Entity 2853 | Director · Chairman, CEO and President | December 31, 2013 | February 13, 2014 |
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.
National Storage Affiliates Trust
Report date May 27, 2022 · Filed June 01, 2022
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A OP UnitsSEC Table II · derivative / convertible security | IndirectSee Footnote | 46,723 |
Reported balance
After 2022-05-27 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2022-05-27 · Grant · Acquired 3,664 · Balance 46,723 F1: Consists of 3,664 Class A common units of limited partner interest ("Class A OP Units") in NSA OP, LP (the "Partnership") held by George L. Chapman, Revocable Trust, for the benefit of George L. Chapman, which are issuable upon the conversion of 3,664 long-term incentive plan units ("LTIP Units") in the Partnership. The Reporting Person is trustee and has or shares voting and investment power. The LTIP Units were granted to the Reporting Person under the Issuer's 2015 Equity Incentive Plan, and are scheduled to vest on the earlier of: (i) May 24, 2023 or (ii) the calendar day immediately preceding the next annual meeting of shareholders, the date of which will be specified in a future proxy statement of the Issuer. Vested LTIP Units, after achieving parity with Class A OP Units, are eligible to be converted into Class A OP Units on a one-for-one basis upon the satisfaction of conditions set forth in the Partnership's agreement of limited partnership. F2: Upon conversion of such vested parity LTIP Units into Class A OP Units, the Reporting Person will have the right to cause the Partnership to redeem a portion of the Reporting Person's Class A OP Units for cash in an amount equal to the market value of an equivalent number of the Issuer's common shares of beneficial interest ("Shares"), or at the Issuer's option, Shares on a one-for-one basis, subject to certain adjustments. F4: The price of the derivative securities was determined using the closing price of the Issuer's Shares on May 27, 2022. F3: N/A F5: The Reporting Person's total direct and indirect beneficial ownership following the reported transactions above is 46,723 Class A OP Units, which includes those Class A OP Units previously reported and the Class A OP Units reported herein (together with those other LTIP Units convertible into, or exchangeable for, such Class A OP Units as specified herein and reported in prior Forms 4). Following the reported transactions, the Reporting Person has total direct and indirect beneficial ownership in 3,726 vested LTIP Units and 3,664 unvested LTIP Units. The 46,723 Class A OP Units do not include non-derivative securities of the Reporting Person that were previously reported. |
| Class A OP UnitsSEC Table II · derivative / convertible security | IndirectSee Footnote | 46,723 |
Reported balance
After 2022-05-27 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2022-05-27 · Conversion · Acquired 6,605 · Balance 46,723 F1: Consists of 3,664 Class A common units of limited partner interest ("Class A OP Units") in NSA OP, LP (the "Partnership") held by George L. Chapman, Revocable Trust, for the benefit of George L. Chapman, which are issuable upon the conversion of 3,664 long-term incentive plan units ("LTIP Units") in the Partnership. The Reporting Person is trustee and has or shares voting and investment power. The LTIP Units were granted to the Reporting Person under the Issuer's 2015 Equity Incentive Plan, and are scheduled to vest on the earlier of: (i) May 24, 2023 or (ii) the calendar day immediately preceding the next annual meeting of shareholders, the date of which will be specified in a future proxy statement of the Issuer. Vested LTIP Units, after achieving parity with Class A OP Units, are eligible to be converted into Class A OP Units on a one-for-one basis upon the satisfaction of conditions set forth in the Partnership's agreement of limited partnership. F2: Upon conversion of such vested parity LTIP Units into Class A OP Units, the Reporting Person will have the right to cause the Partnership to redeem a portion of the Reporting Person's Class A OP Units for cash in an amount equal to the market value of an equivalent number of the Issuer's common shares of beneficial interest ("Shares"), or at the Issuer's option, Shares on a one-for-one basis, subject to certain adjustments. F6: Consists of 6,605 LTIP Units held by the George L. Chapman, Revocable Trust, for the benefit of the Reporting Person which were converted into 6,605 Class A OP Units as described in footnote 1 above. The Reporting Person previously reported the 6,605 LTIP Units that were converted into Class A OP Units as described in this Form 4 as Class A OP Units on an as-converted basis. Accordingly, rows 2 and 3 of this Form 4 are being filed on a voluntary basis solely to provide notice of the conversion of the Reporting Person's 6,605 LTIP Units into 6,605 Class A OP Units. F3: N/A F5: The Reporting Person's total direct and indirect beneficial ownership following the reported transactions above is 46,723 Class A OP Units, which includes those Class A OP Units previously reported and the Class A OP Units reported herein (together with those other LTIP Units convertible into, or exchangeable for, such Class A OP Units as specified herein and reported in prior Forms 4). Following the reported transactions, the Reporting Person has total direct and indirect beneficial ownership in 3,726 vested LTIP Units and 3,664 unvested LTIP Units. The 46,723 Class A OP Units do not include non-derivative securities of the Reporting Person that were previously reported. |
| LTIP UnitsSEC Table II · derivative / convertible security | IndirectSee Footnote | 7,390 |
Reported balance
After 2022-05-27 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2022-05-27 · Conversion · Disposed 6,605 · Balance 7,390 F1: Consists of 3,664 Class A common units of limited partner interest ("Class A OP Units") in NSA OP, LP (the "Partnership") held by George L. Chapman, Revocable Trust, for the benefit of George L. Chapman, which are issuable upon the conversion of 3,664 long-term incentive plan units ("LTIP Units") in the Partnership. The Reporting Person is trustee and has or shares voting and investment power. The LTIP Units were granted to the Reporting Person under the Issuer's 2015 Equity Incentive Plan, and are scheduled to vest on the earlier of: (i) May 24, 2023 or (ii) the calendar day immediately preceding the next annual meeting of shareholders, the date of which will be specified in a future proxy statement of the Issuer. Vested LTIP Units, after achieving parity with Class A OP Units, are eligible to be converted into Class A OP Units on a one-for-one basis upon the satisfaction of conditions set forth in the Partnership's agreement of limited partnership. F2: Upon conversion of such vested parity LTIP Units into Class A OP Units, the Reporting Person will have the right to cause the Partnership to redeem a portion of the Reporting Person's Class A OP Units for cash in an amount equal to the market value of an equivalent number of the Issuer's common shares of beneficial interest ("Shares"), or at the Issuer's option, Shares on a one-for-one basis, subject to certain adjustments. F6: Consists of 6,605 LTIP Units held by the George L. Chapman, Revocable Trust, for the benefit of the Reporting Person which were converted into 6,605 Class A OP Units as described in footnote 1 above. The Reporting Person previously reported the 6,605 LTIP Units that were converted into Class A OP Units as described in this Form 4 as Class A OP Units on an as-converted basis. Accordingly, rows 2 and 3 of this Form 4 are being filed on a voluntary basis solely to provide notice of the conversion of the Reporting Person's 6,605 LTIP Units into 6,605 Class A OP Units. F3: N/A F5: The Reporting Person's total direct and indirect beneficial ownership following the reported transactions above is 46,723 Class A OP Units, which includes those Class A OP Units previously reported and the Class A OP Units reported herein (together with those other LTIP Units convertible into, or exchangeable for, such Class A OP Units as specified herein and reported in prior Forms 4). Following the reported transactions, the Reporting Person has total direct and indirect beneficial ownership in 3,726 vested LTIP Units and 3,664 unvested LTIP Units. The 46,723 Class A OP Units do not include non-derivative securities of the Reporting Person that were previously reported. |
Filing footnotes · ownership attribution and instrument terms
F1: Consists of 3,664 Class A common units of limited partner interest ("Class A OP Units") in NSA OP, LP (the "Partnership") held by George L. Chapman, Revocable Trust, for the benefit of George L. Chapman, which are issuable upon the conversion of 3,664 long-term incentive plan units ("LTIP Units") in the Partnership. The Reporting Person is trustee and has or shares voting and investment power. The LTIP Units were granted to the Reporting Person under the Issuer's 2015 Equity Incentive Plan, and are scheduled to vest on the earlier of: (i) May 24, 2023 or (ii) the calendar day immediately preceding the next annual meeting of shareholders, the date of which will be specified in a future proxy statement of the Issuer. Vested LTIP Units, after achieving parity with Class A OP Units, are eligible to be converted into Class A OP Units on a one-for-one basis upon the satisfaction of conditions set forth in the Partnership's agreement of limited partnership.
F2: Upon conversion of such vested parity LTIP Units into Class A OP Units, the Reporting Person will have the right to cause the Partnership to redeem a portion of the Reporting Person's Class A OP Units for cash in an amount equal to the market value of an equivalent number of the Issuer's common shares of beneficial interest ("Shares"), or at the Issuer's option, Shares on a one-for-one basis, subject to certain adjustments.
F3: N/A
F4: The price of the derivative securities was determined using the closing price of the Issuer's Shares on May 27, 2022.
F5: The Reporting Person's total direct and indirect beneficial ownership following the reported transactions above is 46,723 Class A OP Units, which includes those Class A OP Units previously reported and the Class A OP Units reported herein (together with those other LTIP Units convertible into, or exchangeable for, such Class A OP Units as specified herein and reported in prior Forms 4). Following the reported transactions, the Reporting Person has total direct and indirect beneficial ownership in 3,726 vested LTIP Units and 3,664 unvested LTIP Units. The 46,723 Class A OP Units do not include non-derivative securities of the Reporting Person that were previously reported.
F6: Consists of 6,605 LTIP Units held by the George L. Chapman, Revocable Trust, for the benefit of the Reporting Person which were converted into 6,605 Class A OP Units as described in footnote 1 above. The Reporting Person previously reported the 6,605 LTIP Units that were converted into Class A OP Units as described in this Form 4 as Class A OP Units on an as-converted basis. Accordingly, rows 2 and 3 of this Form 4 are being filed on a voluntary basis solely to provide notice of the conversion of the Reporting Person's 6,605 LTIP Units into 6,605 Class A OP Units.
WELLTOWER INC.
Report date December 31, 2013 · Filed February 13, 2014
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 276,095.6769 |
Ending reported balance
After 2013-11-20 transaction · row 4
4 source rows · reconciled sequenceRow 1 · 2013-02-20 · Other · Acquired 29.2468 · Balance 276,009.5955 F1: Shares acquired under the HCN dividend reinvestment plan. Row 2 · 2013-05-20 · Other · Acquired 24.3957 · Balance 276,033.9912 F1: Shares acquired under the HCN dividend reinvestment plan. Row 3 · 2013-08-20 · Other · Acquired 30.3887 · Balance 276,064.3799 F1: Shares acquired under the HCN dividend reinvestment plan. Row 4 · 2013-11-20 · Other · Acquired 31.297 · Balance 276,095.6769 F1: Shares acquired under the HCN dividend reinvestment plan. |
| Common StockSEC Table I · non-derivative | IndirectIRA | 6,822 |
Reported balance
Holding disclosure · report date 2013-12-31 · row 5
Holding and transaction disclosures are not merged.
1 source rowRow 5 · Balance 6,822 F2: George L. Chapman III IRA FCC as Custodian. |
Filing footnotes · ownership attribution and instrument terms
F1: Shares acquired under the HCN dividend reinvestment plan.
F2: George L. Chapman III IRA FCC as Custodian.
Transaction history
JSON APIPurchases/sales include open-market and private transactions. Plan disclosure applies to the filing; individual rows may differ. “Not disclosed” is not “unplanned.”
The cutoff filters transaction history only. Company summaries and owner relationships show the latest available disclosures. Parser corrections can improve historical records.
| Transaction date | Company | Activity / security | Shares / units | Reported price | Reported value | Details |
|---|---|---|---|---|---|---|
| November 13, 2003 Filed Nov 17, 2003 20:37 UTC | WELLTOWER INC. HCN · Entity 2853 | GiftCommon Stock | 1,800 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-03-030784 · doc4.xml · nonDerivative · entry 1 CHAPMAN GEORGE L · CIK 0001242815 · Director · Chairman and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 190,616.5795 F1 · price: The securities were gifted and had no acquisition or disposition price. Read SEC document |
| November 05, 2003 Filed Nov 7, 2003 21:28 UTC | WELLTOWER INC. HCN · Entity 2853 | Exercise / conversionOption (Right-to-Buy) · Derivative | 25,000 | $0.00 Strike: $23.50 | $0.00 |
DisclosureSEC source: 0001209191-03-029296 · doc4.xml · derivative · entry 7 CHAPMAN GEORGE L · CIK 0001242815 · Director · Chairman and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 50,000 Underlying: Common · 75,000 shares Expires 2008-11-19 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. F5 · 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 125,000 shares of common stock at $23.50 per share were granted to Mr. Chapman on November 19, 1998, which grant has previously been reported. The partial exercise of these options for the purchase of 50,000 shares has previously been reported. Of the remaining options, options for the purchase of 25,000 shares vested on December 15 of each 2001 and 2002 and options for the purchase of 25,000 shares will vest on December 15, 2003. F4 · derivative.underlying_shares: Options for the purchase of 125,000 shares of common stock at $23.50 per share were granted to Mr. Chapman on November 19, 1998, which grant has previously been reported. The partial exercise of these options for the purchase of 50,000 shares has previously been reported. Of the remaining options, options for the purchase of 25,000 shares vested on December 15 of each 2001 and 2002 and options for the purchase of 25,000 shares will vest on December 15, 2003. Read SEC document |
| November 05, 2003 Filed Nov 7, 2003 21:28 UTC | WELLTOWER INC. HCN · Entity 2853 | SaleCommon Stock | 25,000 | $34.16 | $853,895.00 |
DisclosureSEC source: 0001209191-03-029296 · doc4.xml · nonDerivative · entry 2 CHAPMAN GEORGE L · CIK 0001242815 · Director · Chairman and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 192,416.5795 F1 · kind: The sale transaction was pursuant to Mr. Chapman's 10b5-1 trading plan. Read SEC document |
| November 05, 2003 Filed Nov 7, 2003 21:28 UTC | WELLTOWER INC. HCN · Entity 2853 | Exercise / conversionCommon Stock | 25,000 | $23.50 | $587,500.00 |
DisclosureSEC source: 0001209191-03-029296 · doc4.xml · nonDerivative · entry 1 CHAPMAN GEORGE L · CIK 0001242815 · Director · Chairman and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 217,416.5795 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 01, 2003 Filed Oct 3, 2003 16:40 UTC | WELLTOWER INC. HCN · Entity 2853 | Exercise / conversionOption (Right-to-Buy) · Derivative | 17,500 | $0.00 Strike: $16.81 | $0.00 |
DisclosureSEC source: 0001209191-03-024495 · doc4.xml · derivative · entry 7 CHAPMAN GEORGE L · CIK 0001242815 · Director · Chairman and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 105,000 Underlying: Common · 122,500 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. F5 · 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 175,000 shares of common stock at $16.81 per share were granted to Mr. Chapman on October 17, 2000, which grant has previously been reported. The partial exercise of these options for the purchase of 52,500 shares has previously been reported. Of the remaining options, options for the purchase of 17,500 shares vested on December 15, 2002 and options for the purchase of 35,000 shares will vest on December 15 of each 2003, 2004 and 2005. F4 · derivative.underlying_shares: Options for the purchase of 175,000 shares of common stock at $16.81 per share were granted to Mr. Chapman on October 17, 2000, which grant has previously been reported. The partial exercise of these options for the purchase of 52,500 shares has previously been reported. Of the remaining options, options for the purchase of 17,500 shares vested on December 15, 2002 and options for the purchase of 35,000 shares will vest on December 15 of each 2003, 2004 and 2005. Read SEC document |
| October 01, 2003 Filed Oct 3, 2003 16:40 UTC | WELLTOWER INC. HCN · Entity 2853 | SaleCommon Stock | 17,500 | $30.83 | $539,519.75 |
DisclosureSEC source: 0001209191-03-024495 · doc4.xml · nonDerivative · entry 2 CHAPMAN GEORGE L · CIK 0001242815 · Director · Chairman and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 192,416.5795 F1 · kind: The sale transaction was pursuant to Mr. Chapman's 10b5-1 trading plan. Read SEC document |
| October 01, 2003 Filed Oct 3, 2003 16:40 UTC | WELLTOWER INC. HCN · Entity 2853 | Exercise / conversionCommon Stock | 17,500 | $16.81 | $294,175.00 |
DisclosureSEC source: 0001209191-03-024495 · doc4.xml · nonDerivative · entry 1 CHAPMAN GEORGE L · CIK 0001242815 · Director · Chairman and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 209,916.5795 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 |
| September 02, 2003 Filed Sep 3, 2003 20:49 UTC | WELLTOWER INC. HCN · Entity 2853 | Exercise / conversionOption (Right-to-Buy) · Derivative | 17,500 | $0.00 Strike: $16.81 | $0.00 |
DisclosureSEC source: 0001209191-03-020020 · doc4.xml · derivative · entry 8 CHAPMAN GEORGE L · CIK 0001242815 · Director · Chairman and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 122,500 Underlying: Common · 140,000 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. F6 · price: The options were granted under the Health Care REIT, Inc. 1995 Stock Incentive Plan and had no acquisition price. F5 · derivative.exercise_date: Options for the purchase of 175,000 shares of common stock at $16.81 per share were granted to Mr. Chapman on October 17, 2000, which grant has previously been reported. The partial exercise of these options for the purchase of 35,000 shares has previously been reported. Of the remaining options, options for the purchase of 35,000 shares vested on December 15, 2002 and options for the purchase of 35,000 shares will vest on December 15 of each 2003, 2004 and 2005. F5 · derivative.underlying_shares: Options for the purchase of 175,000 shares of common stock at $16.81 per share were granted to Mr. Chapman on October 17, 2000, which grant has previously been reported. The partial exercise of these options for the purchase of 35,000 shares has previously been reported. Of the remaining options, options for the purchase of 35,000 shares vested on December 15, 2002 and options for the purchase of 35,000 shares will vest on December 15 of each 2003, 2004 and 2005. Read SEC document |
| September 02, 2003 Filed Sep 3, 2003 20:49 UTC | WELLTOWER INC. HCN · Entity 2853 | SaleCommon Stock | 17,500 | $30.29 | $530,132.75 |
DisclosureSEC source: 0001209191-03-020020 · doc4.xml · nonDerivative · entry 3 CHAPMAN GEORGE L · CIK 0001242815 · Director · Chairman and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 192,416.5795 F2 · kind: The sale transaction was pursuant to Mr. Chapman's 10b5-1 trading plan. Read SEC document |
| September 02, 2003 Filed Sep 3, 2003 20:49 UTC | WELLTOWER INC. HCN · Entity 2853 | Exercise / conversionCommon Stock | 17,500 | $16.81 | $294,175.00 |
DisclosureSEC source: 0001209191-03-020020 · doc4.xml · nonDerivative · entry 2 CHAPMAN GEORGE L · CIK 0001242815 · Director · Chairman and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 209,916.5795 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 20, 2003 Filed Sep 3, 2003 20:49 UTC | WELLTOWER INC. HCN · Entity 2853 | OtherCommon Stock | 158.2697 | $28.62 | $4,529.00 |
DisclosureSEC source: 0001209191-03-020020 · doc4.xml · nonDerivative · entry 4 CHAPMAN GEORGE L · CIK 0001242815 · Director · Chairman and CEO 10b5-1 filing: Not disclosed Ownership: Indirect · IRA Disclosed balance after: 8,382.8907 F1 · kind: Dividend Reinvestment under the Amended and Restated Dividend Reinvestment and Stock Purchase Plan F3 · ownership.nature: George L. Chapman III SSB IRA Rollover Custodian Read SEC document |
| August 20, 2003 Filed Sep 3, 2003 20:49 UTC | WELLTOWER INC. HCN · Entity 2853 | OtherCommon Stock | 76.08 | $28.62 | $2,177.08 |
DisclosureSEC source: 0001209191-03-020020 · doc4.xml · nonDerivative · entry 1 CHAPMAN GEORGE L · CIK 0001242815 · Director · Chairman and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 192,416.5795 F1 · kind: Dividend Reinvestment under the Amended and Restated Dividend Reinvestment and Stock Purchase Plan Read SEC document |
| August 20, 2003 Filed Feb 4, 2004 21:41 UTC | WELLTOWER INC. HCN · Entity 2853 | OtherCommon Stock | 33.2773 | $28.62 | $952.25 |
DisclosureSEC source: 0001209191-04-006888 · doc4.xml · nonDerivative · entry 14 CHAPMAN GEORGE L · CIK 0001242815 · Director · Chairman and CEO 10b5-1 filing: Not disclosed Ownership: Indirect · Account for Son Disclosed balance after: 2,362.5572 F2 · kind: Dividend Reinvestment under the Amended and Restated Dividend Reinvestment and Stock Purchase Plan F4 · ownership.nature: Account for son of George L. Chapman Read SEC document |
| August 20, 2003 Filed Feb 4, 2004 21:41 UTC | WELLTOWER INC. HCN · Entity 2853 | OtherCommon Stock | 33.2888 | $28.62 | $952.58 |
DisclosureSEC source: 0001209191-04-006888 · doc4.xml · nonDerivative · entry 11 CHAPMAN GEORGE L · CIK 0001242815 · Director · Chairman and CEO 10b5-1 filing: Not disclosed Ownership: Indirect · Account for Son Disclosed balance after: 2,363.1662 F2 · kind: Dividend Reinvestment under the Amended and Restated Dividend Reinvestment and Stock Purchase Plan F4 · ownership.nature: Account for son of George L. Chapman Read SEC document |
| August 20, 2003 Filed Feb 4, 2004 21:41 UTC | WELLTOWER INC. HCN · Entity 2853 | OtherCommon Stock | 33.2773 | $28.62 | $952.25 |
DisclosureSEC source: 0001209191-04-006888 · doc4.xml · nonDerivative · entry 8 CHAPMAN GEORGE L · CIK 0001242815 · Director · Chairman and CEO 10b5-1 filing: Not disclosed Ownership: Indirect · Account for Son Disclosed balance after: 2,362.5572 F2 · kind: Dividend Reinvestment under the Amended and Restated Dividend Reinvestment and Stock Purchase Plan F4 · ownership.nature: Account for son of George L. Chapman Read SEC document |
| August 20, 2003 Filed Feb 4, 2004 21:41 UTC | WELLTOWER INC. HCN · Entity 2853 | OtherCommon Stock | 22.1783 | $28.62 | $634.65 |
DisclosureSEC source: 0001209191-04-006888 · doc4.xml · nonDerivative · entry 4 CHAPMAN GEORGE L · CIK 0001242815 · Director · Chairman and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 203,912.3756 F2 · kind: Dividend Reinvestment under the Amended and Restated Dividend Reinvestment and Stock Purchase Plan Read SEC document |
| August 01, 2003 Filed Aug 1, 2003 18:48 UTC | WELLTOWER INC. HCN · Entity 2853 | Exercise / conversionOption (Right-to-Buy) · Derivative | 12,500 | $0.00 Strike: $19.88 | $0.00 |
DisclosureSEC source: 0001209191-03-014933 · doc4.xml · derivative · entry 7 CHAPMAN GEORGE L · CIK 0001242815 · Director · Chairman and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 50,000 Underlying: Common · 62,500 shares Expires 2009-09-29 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F5 · price: The options were granted under the Health Care REIT, Inc. 1995 Stock Incentive Plan and had no acquisition price. F4 · acquired: Options for the purchase of 125,000 shares of common stock at $19.875 per share were granted to Mr. Chapman on September 29, 1999, which grant has previously been reported. The partial exercise of these options for the purchase of 62,500 shares has previously been reported. Of the remaining options, options for the purchase of 12,500 shares vested on December 15, 2002 and options for the purchase of 25,000 shares will vest on December 15 of each of 2003 and 2004. F4 · derivative.exercise_date: Options for the purchase of 125,000 shares of common stock at $19.875 per share were granted to Mr. Chapman on September 29, 1999, which grant has previously been reported. The partial exercise of these options for the purchase of 62,500 shares has previously been reported. Of the remaining options, options for the purchase of 12,500 shares vested on December 15, 2002 and options for the purchase of 25,000 shares will vest on December 15 of each of 2003 and 2004. F4 · derivative.underlying_shares: Options for the purchase of 125,000 shares of common stock at $19.875 per share were granted to Mr. Chapman on September 29, 1999, which grant has previously been reported. The partial exercise of these options for the purchase of 62,500 shares has previously been reported. Of the remaining options, options for the purchase of 12,500 shares vested on December 15, 2002 and options for the purchase of 25,000 shares will vest on December 15 of each of 2003 and 2004. Read SEC document |
| August 01, 2003 Filed Aug 1, 2003 18:48 UTC | WELLTOWER INC. HCN · Entity 2853 | SaleCommon Stock | 12,500 | $30.90 | $386,250.00 |
DisclosureSEC source: 0001209191-03-014933 · doc4.xml · nonDerivative · entry 2 CHAPMAN GEORGE L · CIK 0001242815 · Director · Chairman and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 192,340.4995 F1 · kind: The sale transaction was pursuant to Mr. Chapman's 10b5-1 trading plan. Read SEC document |
| August 01, 2003 Filed Aug 1, 2003 18:48 UTC | WELLTOWER INC. HCN · Entity 2853 | Exercise / conversionCommon Stock | 12,500 | $19.88 | $248,437.50 |
DisclosureSEC source: 0001209191-03-014933 · doc4.xml · nonDerivative · entry 1 CHAPMAN GEORGE L · CIK 0001242815 · Director · Chairman and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 204,840.4995 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| July 01, 2003 Filed Jul 2, 2003 20:56 UTC | WELLTOWER INC. HCN · Entity 2853 | Exercise / conversionOption (Right-to-Buy) · Derivative | 12,500 | $0.00 Strike: $19.88 | $0.00 |
DisclosureSEC source: 0001209191-03-010242 · doc4.xml · derivative · entry 3 CHAPMAN GEORGE L · CIK 0001242815 · Director · Chairman and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 62,500 Underlying: Common · 75,000 shares Expires 2009-09-29 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F4 · price: The options were granted under the Health Care REIT, Inc. 1995 Stock Incentive Plan and had no acquisition price. F3 · acquired: Options for the purchase of 125,000 shares of common stock at $19.875 per share were granted to Mr. Chapman on September 29, 1999, which grant has previously been reported. The partial exercise of these options for the purchase of 50,000 shares has previously been reported. Of the remaining options, options for the purchase of 25,000 shares vested on December 15, 2002 and options for the purchase of 25,000 shares will vest on December 15 of each of 2003 and 2004. F3 · derivative.exercise_date: Options for the purchase of 125,000 shares of common stock at $19.875 per share were granted to Mr. Chapman on September 29, 1999, which grant has previously been reported. The partial exercise of these options for the purchase of 50,000 shares has previously been reported. Of the remaining options, options for the purchase of 25,000 shares vested on December 15, 2002 and options for the purchase of 25,000 shares will vest on December 15 of each of 2003 and 2004. F3 · derivative.underlying_shares: Options for the purchase of 125,000 shares of common stock at $19.875 per share were granted to Mr. Chapman on September 29, 1999, which grant has previously been reported. The partial exercise of these options for the purchase of 50,000 shares has previously been reported. Of the remaining options, options for the purchase of 25,000 shares vested on December 15, 2002 and options for the purchase of 25,000 shares will vest on December 15 of each of 2003 and 2004. Read SEC document |
| July 01, 2003 Filed Jul 2, 2003 20:56 UTC | WELLTOWER INC. HCN · Entity 2853 | SaleCommon Stock | 12,500 | $30.00 | $375,000.00 |
DisclosureSEC source: 0001209191-03-010242 · doc4.xml · nonDerivative · entry 2 CHAPMAN GEORGE L · CIK 0001242815 · Director · Chairman and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 192,340.4995 F1 · kind: The sale transaction was pursuant to Mr. Chapman's 10b5-1 trading plan. F2 · balance_after: Indirect Ownership: 8224.6210 shares - George L. Chapman III SSB IRA Rollover Custodian 1,700 shares - Account for son of George L. Chapman 1,700 shares - Account for son of George L. Chapman 1,700 shares - Account for son of George L. Chapman Read SEC document |
| July 01, 2003 Filed Jul 2, 2003 20:56 UTC | WELLTOWER INC. HCN · Entity 2853 | Exercise / conversionCommon Stock | 12,500 | $19.88 | $248,437.50 |
DisclosureSEC source: 0001209191-03-010242 · doc4.xml · nonDerivative · entry 1 CHAPMAN GEORGE L · CIK 0001242815 · Director · Chairman and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 204,840.4995 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 |
| May 20, 2003 Filed Feb 4, 2004 21:41 UTC | WELLTOWER INC. HCN · Entity 2853 | OtherCommon Stock | 29.2799 | $28.00 | $819.90 |
DisclosureSEC source: 0001209191-04-006888 · doc4.xml · nonDerivative · entry 13 CHAPMAN GEORGE L · CIK 0001242815 · Director · Chairman and CEO 10b5-1 filing: Not disclosed Ownership: Indirect · Account for Son Disclosed balance after: 2,329.2799 F2 · kind: Dividend Reinvestment under the Amended and Restated Dividend Reinvestment and Stock Purchase Plan F4 · ownership.nature: Account for son of George L. Chapman Read SEC document |
| May 20, 2003 Filed Feb 4, 2004 21:41 UTC | WELLTOWER INC. HCN · Entity 2853 | OtherCommon Stock | 29.8774 | $28.00 | $836.63 |
DisclosureSEC source: 0001209191-04-006888 · doc4.xml · nonDerivative · entry 10 CHAPMAN GEORGE L · CIK 0001242815 · Director · Chairman and CEO 10b5-1 filing: Not disclosed Ownership: Indirect · Account for Son Disclosed balance after: 2,329.8774 F2 · kind: Dividend Reinvestment under the Amended and Restated Dividend Reinvestment and Stock Purchase Plan F4 · ownership.nature: Account for son of George L. Chapman Read SEC document |
| May 20, 2003 Filed Feb 4, 2004 21:41 UTC | WELLTOWER INC. HCN · Entity 2853 | OtherCommon Stock | 29.2799 | $28.00 | $819.90 |
DisclosureSEC source: 0001209191-04-006888 · doc4.xml · nonDerivative · entry 7 CHAPMAN GEORGE L · CIK 0001242815 · Director · Chairman and CEO 10b5-1 filing: Not disclosed Ownership: Indirect · Account for Son Disclosed balance after: 2,329.2799 F2 · kind: Dividend Reinvestment under the Amended and Restated Dividend Reinvestment and Stock Purchase Plan F4 · ownership.nature: Account for son of George L. Chapman Read SEC document |
| May 20, 2003 Filed Feb 4, 2004 21:41 UTC | WELLTOWER INC. HCN · Entity 2853 | OtherCommon Stock | 22.5077 | $28.00 | $630.27 |
DisclosureSEC source: 0001209191-04-006888 · doc4.xml · nonDerivative · entry 3 CHAPMAN GEORGE L · CIK 0001242815 · Director · Chairman and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 203,890.1973 F2 · kind: Dividend Reinvestment under the Amended and Restated Dividend Reinvestment and Stock Purchase 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.