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 |
|---|---|---|---|---|---|---|
| December 20, 2012 Filed Dec 21, 2012 21:15 UTC | WELLTOWER INC. HCN · Entity 2853 | GiftCommon Stock | 5,148 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-12-059052 · doc4.xml · nonDerivative · entry 1 CHAPMAN GEORGE L · CIK 0001242815 · Director · Chairman, CEO and President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 214,671.5808 F1 · price: The securities were gifted and had no disposition or acquisition price. Read SEC document |
| December 17, 2012 Filed Dec 18, 2012 21:35 UTC | WELLTOWER INC. HCN · Entity 2853 | Exercise / conversionOption (Right to Buy) · Derivative | 19,091 | $0.00 Strike: $43.29 | $0.00 |
DisclosureSEC source: 0001209191-12-058264 · doc4.xml · derivative · entry 8 CHAPMAN GEORGE L · CIK 0001242815 · Director · Chairman, CEO and President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 57,271 Underlying: Common · 76,362 shares Expires 2020-01-28 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F7 · price: The options were granted under the Amended and Restated Health Care REIT, Inc. 2005 Long-Term Incentive Plan and had no acquisition price. F6 · derivative.exercise_date: Options for the purchase of 95,453 shares of common stock at $43.29 per share were granted to Mr. Chapman on January 28, 2010, which grant has previosly been reported. The partial exercise of these options for the purchase of 19,091 shares has previously been reported. Of the remaining options, options for the purchase of 19,091 shares vested on January 15, 2012, options for the purchase of 19,091 shares will vest on January 15, 2013 and options for the purchase of 19,090 shares will vest on January 15 of each of 2014 and 2015. F6 · derivative.underlying_shares: Options for the purchase of 95,453 shares of common stock at $43.29 per share were granted to Mr. Chapman on January 28, 2010, which grant has previosly been reported. The partial exercise of these options for the purchase of 19,091 shares has previously been reported. Of the remaining options, options for the purchase of 19,091 shares vested on January 15, 2012, options for the purchase of 19,091 shares will vest on January 15, 2013 and options for the purchase of 19,090 shares will vest on January 15 of each of 2014 and 2015. F6 · balance_after: Options for the purchase of 95,453 shares of common stock at $43.29 per share were granted to Mr. Chapman on January 28, 2010, which grant has previosly been reported. The partial exercise of these options for the purchase of 19,091 shares has previously been reported. Of the remaining options, options for the purchase of 19,091 shares vested on January 15, 2012, options for the purchase of 19,091 shares will vest on January 15, 2013 and options for the purchase of 19,090 shares will vest on January 15 of each of 2014 and 2015. Read SEC document |
| December 17, 2012 Filed Dec 18, 2012 21:35 UTC | WELLTOWER INC. HCN · Entity 2853 | Exercise / conversionOption (Right to Buy) · Derivative | 9,102 | $0.00 Strike: $40.83 | $0.00 |
DisclosureSEC source: 0001209191-12-058264 · doc4.xml · derivative · entry 7 CHAPMAN GEORGE L · CIK 0001242815 · Director · Chairman, CEO and President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,685 Underlying: Common · 20,787 shares Expires 2018-01-21 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F4 · price: The options were granted under the Health Care REIT, Inc. 2005 Long-Term Incentive Plan and had no acquisition price. F5 · derivative.exercise_date: Options for the purchase of 46,987 shares of common stock at $40.83 per share were granted to Mr. Chapman on January 21, 2008, which grant has previously been reported. The partial exercise of these options for the purchase of 26,200 shares has previously been reported. Of the remaining options, options for the purchase of 9,102 shares vested on January 15, 2012 and options for the purchase of 11,685 shares will vest on January 15, 2013. F5 · derivative.underlying_shares: Options for the purchase of 46,987 shares of common stock at $40.83 per share were granted to Mr. Chapman on January 21, 2008, which grant has previously been reported. The partial exercise of these options for the purchase of 26,200 shares has previously been reported. Of the remaining options, options for the purchase of 9,102 shares vested on January 15, 2012 and options for the purchase of 11,685 shares will vest on January 15, 2013. F5 · balance_after: Options for the purchase of 46,987 shares of common stock at $40.83 per share were granted to Mr. Chapman on January 21, 2008, which grant has previously been reported. The partial exercise of these options for the purchase of 26,200 shares has previously been reported. Of the remaining options, options for the purchase of 9,102 shares vested on January 15, 2012 and options for the purchase of 11,685 shares will vest on January 15, 2013. Read SEC document |
| December 17, 2012 Filed Dec 18, 2012 21:35 UTC | WELLTOWER INC. HCN · Entity 2853 | Exercise / conversionOption (Right to Buy) · Derivative | 1,531 | $0.00 Strike: $45.73 | $0.00 |
DisclosureSEC source: 0001209191-12-058264 · doc4.xml · derivative · entry 6 CHAPMAN GEORGE L · CIK 0001242815 · Director · Chairman, CEO and President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common · 1,531 shares Expires 2017-01-22 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F4 · price: The options were granted under the Health Care REIT, Inc. 2005 Long-Term Incentive Plan and had no acquisition price. F3 · derivative.exercise_date: Options for the purchase of 24,003 shares of common stock at $45.73 per share were granted to Mr. Chapman on January 22, 2007, which grant has previously been reported. The partial exercise of these options for the purchase of 22,472 shares has previously been reported. Of the remaining options, options for the purchase of 1,531 shares vested on January 15, 2012. F3 · derivative.underlying_shares: Options for the purchase of 24,003 shares of common stock at $45.73 per share were granted to Mr. Chapman on January 22, 2007, which grant has previously been reported. The partial exercise of these options for the purchase of 22,472 shares has previously been reported. Of the remaining options, options for the purchase of 1,531 shares vested on January 15, 2012. F3 · balance_after: Options for the purchase of 24,003 shares of common stock at $45.73 per share were granted to Mr. Chapman on January 22, 2007, which grant has previously been reported. The partial exercise of these options for the purchase of 22,472 shares has previously been reported. Of the remaining options, options for the purchase of 1,531 shares vested on January 15, 2012. Read SEC document |
| December 17, 2012 Filed Dec 18, 2012 21:35 UTC | WELLTOWER INC. HCN · Entity 2853 | SaleCommon Stock | 28,193 | $58.44 | $1,647,737.07 |
DisclosureSEC source: 0001209191-12-058264 · doc4.xml · nonDerivative · entry 4 CHAPMAN GEORGE L · CIK 0001242815 · Director · Chairman, CEO and President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 219,819.5808 F1 · kind: The shares covered by this Form 4 have been sold or acquired pursuant to a Rule 10b5-1 Sales Plan dated November 30, 2012, which is intended to comply with Rule 10b5-1. Read SEC document |
| December 17, 2012 Filed Dec 18, 2012 21:35 UTC | WELLTOWER INC. HCN · Entity 2853 | Exercise / conversionCommon Stock | 19,091 | $43.29 | $826,449.39 |
DisclosureSEC source: 0001209191-12-058264 · doc4.xml · nonDerivative · entry 3 CHAPMAN GEORGE L · CIK 0001242815 · Director · Chairman, CEO and President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 248,012.5808 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 |
| December 17, 2012 Filed Dec 18, 2012 21:35 UTC | WELLTOWER INC. HCN · Entity 2853 | Exercise / conversionCommon Stock | 9,102 | $40.83 | $371,634.66 |
DisclosureSEC source: 0001209191-12-058264 · doc4.xml · nonDerivative · entry 2 CHAPMAN GEORGE L · CIK 0001242815 · Director · Chairman, CEO and President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 228,921.5808 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 |
| December 17, 2012 Filed Dec 18, 2012 21:35 UTC | WELLTOWER INC. HCN · Entity 2853 | Exercise / conversionCommon Stock | 1,531 | $45.73 | $70,012.63 |
DisclosureSEC source: 0001209191-12-058264 · doc4.xml · nonDerivative · entry 1 CHAPMAN GEORGE L · CIK 0001242815 · Director · Chairman, CEO and President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 219,819.5808 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 |
| December 10, 2012 Filed Dec 11, 2012 21:06 UTC | WELLTOWER INC. HCN · Entity 2853 | Exercise / conversionOption (Right to Buy) · Derivative | 5,966 | $0.00 Strike: $40.83 | $0.00 |
DisclosureSEC source: 0001209191-12-056860 · doc4.xml · derivative · entry 6 CHAPMAN GEORGE L · CIK 0001242815 · Director · Chairman, CEO and President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,787 Underlying: Common · 26,753 shares Expires 2018-01-21 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F4 · price: The options were granted under the Health Care REIT, Inc. 2005 Long-Term Incentive Plan and had no acquisition price. F5 · derivative.exercise_date: Options for the purchase of 46,987 shares of common stock at $40.83 per share were granted to Mr. Chapman on January 21, 2008, which grant has previously been reported. The partial exercise of these options for the purchase of 20,234 shares has previously been reported. Of the remaining options, options for the purchase of 1,235 shares vested on January 15, 2009, options for the purchase of 1,234 shares vested on January 15, 2010, options for the purchase of 1,646 shares vested on January 15, 2011, options for the purchase of 10,953 shares vested on January 15, 2012 and options for the purchase of 11,685 shares will vest on January 15, 2013. F5 · derivative.underlying_shares: Options for the purchase of 46,987 shares of common stock at $40.83 per share were granted to Mr. Chapman on January 21, 2008, which grant has previously been reported. The partial exercise of these options for the purchase of 20,234 shares has previously been reported. Of the remaining options, options for the purchase of 1,235 shares vested on January 15, 2009, options for the purchase of 1,234 shares vested on January 15, 2010, options for the purchase of 1,646 shares vested on January 15, 2011, options for the purchase of 10,953 shares vested on January 15, 2012 and options for the purchase of 11,685 shares will vest on January 15, 2013. F5 · balance_after: Options for the purchase of 46,987 shares of common stock at $40.83 per share were granted to Mr. Chapman on January 21, 2008, which grant has previously been reported. The partial exercise of these options for the purchase of 20,234 shares has previously been reported. Of the remaining options, options for the purchase of 1,235 shares vested on January 15, 2009, options for the purchase of 1,234 shares vested on January 15, 2010, options for the purchase of 1,646 shares vested on January 15, 2011, options for the purchase of 10,953 shares vested on January 15, 2012 and options for the purchase of 11,685 shares will vest on January 15, 2013. Read SEC document |
| December 10, 2012 Filed Dec 11, 2012 21:06 UTC | WELLTOWER INC. HCN · Entity 2853 | Exercise / conversionOption (Right to Buy) · Derivative | 22,472 | $0.00 Strike: $45.73 | $0.00 |
DisclosureSEC source: 0001209191-12-056860 · doc4.xml · derivative · entry 5 CHAPMAN GEORGE L · CIK 0001242815 · Director · Chairman, CEO and President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,531 Underlying: Common · 24,003 shares Expires 2017-01-22 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F4 · price: The options were granted under the Health Care REIT, Inc. 2005 Long-Term Incentive Plan and had no acquisition price. F3 · derivative.exercise_date: Options for the purchase of 24,003 shares of common stock at $45.73 per share were granted to Mr. Chapman on January 22, 2007, which grant has previously been reported. Options for the purchase 4,249 shares vested on January 15, 2008, options for the purchase of 4,248 shares vested on January 15, 2009, options for the purchase of 4,249 shares vested on January 15, 2010, options for the purchase of 5,309 shares vested on January 15, 2011 and options for the purchase of 5,948 shares vested on January 15, 2012. F3 · derivative.underlying_shares: Options for the purchase of 24,003 shares of common stock at $45.73 per share were granted to Mr. Chapman on January 22, 2007, which grant has previously been reported. Options for the purchase 4,249 shares vested on January 15, 2008, options for the purchase of 4,248 shares vested on January 15, 2009, options for the purchase of 4,249 shares vested on January 15, 2010, options for the purchase of 5,309 shares vested on January 15, 2011 and options for the purchase of 5,948 shares vested on January 15, 2012. F3 · balance_after: Options for the purchase of 24,003 shares of common stock at $45.73 per share were granted to Mr. Chapman on January 22, 2007, which grant has previously been reported. Options for the purchase 4,249 shares vested on January 15, 2008, options for the purchase of 4,248 shares vested on January 15, 2009, options for the purchase of 4,249 shares vested on January 15, 2010, options for the purchase of 5,309 shares vested on January 15, 2011 and options for the purchase of 5,948 shares vested on January 15, 2012. Read SEC document |
| December 10, 2012 Filed Dec 11, 2012 21:06 UTC | WELLTOWER INC. HCN · Entity 2853 | SaleCommon Stock | 34,951 | $59.58 | $2,082,230.29 |
DisclosureSEC source: 0001209191-12-056860 · doc4.xml · nonDerivative · entry 3 CHAPMAN GEORGE L · CIK 0001242815 · Director · Chairman, CEO and President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 218,288.5808 F1 · kind: The shares covered by this Form 4 have been sold or acquired pursuant to a Rule 10b5-1 Sales Plan dated November 30, 2012, which is intended to comply with Rule 10b5-1. Read SEC document |
| December 10, 2012 Filed Dec 11, 2012 21:06 UTC | WELLTOWER INC. HCN · Entity 2853 | Exercise / conversionCommon Stock | 5,966 | $40.83 | $243,591.78 |
DisclosureSEC source: 0001209191-12-056860 · doc4.xml · nonDerivative · entry 2 CHAPMAN GEORGE L · CIK 0001242815 · Director · Chairman, CEO and President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 253,239.5808 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 |
| December 10, 2012 Filed Dec 11, 2012 21:06 UTC | WELLTOWER INC. HCN · Entity 2853 | Exercise / conversionCommon Stock | 22,472 | $45.73 | $1,027,644.56 |
DisclosureSEC source: 0001209191-12-056860 · doc4.xml · nonDerivative · entry 1 CHAPMAN GEORGE L · CIK 0001242815 · Director · Chairman, CEO and President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 247,273.5808 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 |
| December 05, 2012 Filed Dec 6, 2012 21:43 UTC | WELLTOWER INC. HCN · Entity 2853 | SaleCommon Stock | 26,527 | $59.03 | $1,565,941.86 |
DisclosureSEC source: 0001209191-12-056150 · doc4.xml · nonDerivative · entry 1 CHAPMAN GEORGE L · CIK 0001242815 · Director · Chairman, CEO and President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 224,801.5808 F1 · kind: The shares covered by this Form 4 have been sold or acquired pursuant to a Rule 10b5-1 Sales Plan dated November 30, 2012, which is intended to comply with Rule 10b5-1. Read SEC document |
| November 20, 2012 Filed Feb 13, 2013 21:46 UTC | WELLTOWER INC. HCN · Entity 2853 | OtherCommon Stock | 29.574 | $57.89 | $1,712.17 |
DisclosureSEC source: 0001209191-13-008431 · doc5.xml · nonDerivative · entry 4 CHAPMAN GEORGE L · CIK 0001242815 · Director · Chairman, CEO and President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 288,452.3487 F1 · kind: Dividend Reinvestment under the Third Amended and Restated Dividend Reinvestment and Stock Purchase Plan. Read SEC document |
| September 14, 2012 Filed Sep 14, 2012 21:03 UTC | WELLTOWER INC. HCN · Entity 2853 | Exercise / conversionOption (Right to Buy) · Derivative | 2,866 | $0.00 Strike: $34.88 | $0.00 |
DisclosureSEC source: 0001209191-12-045601 · doc4.xml · derivative · entry 6 CHAPMAN GEORGE L · CIK 0001242815 · Director · Chairman, CEO and President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common · 2,866 shares Expires 2015-01-24 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. 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 11,599 shares of common stock at $34.88 per share were granted to Mr. Chapman on January 24, 2005, which grant has previously been reported. The partial exercise of these options for the purchase of 8,733 shares has previously been reported. Of the remaining options, options for the purchase of 1,433 shares vested on January 15 of each of 2009 and 2010. F5 · derivative.underlying_shares: Options for the purchase of 11,599 shares of common stock at $34.88 per share were granted to Mr. Chapman on January 24, 2005, which grant has previously been reported. The partial exercise of these options for the purchase of 8,733 shares has previously been reported. Of the remaining options, options for the purchase of 1,433 shares vested on January 15 of each of 2009 and 2010. F5 · balance_after: Options for the purchase of 11,599 shares of common stock at $34.88 per share were granted to Mr. Chapman on January 24, 2005, which grant has previously been reported. The partial exercise of these options for the purchase of 8,733 shares has previously been reported. Of the remaining options, options for the purchase of 1,433 shares vested on January 15 of each of 2009 and 2010. Read SEC document |
| September 14, 2012 Filed Sep 14, 2012 21:03 UTC | WELLTOWER INC. HCN · Entity 2853 | Exercise / conversionOption (Right to Buy) · Derivative | 9,546 | $0.00 Strike: $43.29 | $0.00 |
DisclosureSEC source: 0001209191-12-045601 · doc4.xml · derivative · entry 5 CHAPMAN GEORGE L · CIK 0001242815 · Director · Chairman, CEO and President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 76,362 Underlying: Common · 85,908 shares Expires 2020-01-28 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F4 · price: The options were granted under the Health Care REIT, Inc. 2005 Long-Term Incentive Plan and had no acquisition price. F3 · derivative.exercise_date: Options for the purchase of 95,453 shares of common stock at $43.29 per share were granted to Mr. Chapman on January 28, 2010, which grant has previosly been reported. The partial exercise of these options for the purchase of 9,545 shares has previously been reported. Of the remaining options, options for the purchase of 9,546 shares vested on January 15, 2011, options for the purchase of 19,091 shares vested on January 15, 2012, options for the purchase of 19,091 shares will vest on January 15, 2013 and options for the purchase of 19,090 shares will vest on January 15 of each of 2014 and 2015. F3 · derivative.underlying_shares: Options for the purchase of 95,453 shares of common stock at $43.29 per share were granted to Mr. Chapman on January 28, 2010, which grant has previosly been reported. The partial exercise of these options for the purchase of 9,545 shares has previously been reported. Of the remaining options, options for the purchase of 9,546 shares vested on January 15, 2011, options for the purchase of 19,091 shares vested on January 15, 2012, options for the purchase of 19,091 shares will vest on January 15, 2013 and options for the purchase of 19,090 shares will vest on January 15 of each of 2014 and 2015. F3 · balance_after: Options for the purchase of 95,453 shares of common stock at $43.29 per share were granted to Mr. Chapman on January 28, 2010, which grant has previosly been reported. The partial exercise of these options for the purchase of 9,545 shares has previously been reported. Of the remaining options, options for the purchase of 9,546 shares vested on January 15, 2011, options for the purchase of 19,091 shares vested on January 15, 2012, options for the purchase of 19,091 shares will vest on January 15, 2013 and options for the purchase of 19,090 shares will vest on January 15 of each of 2014 and 2015. Read SEC document |
| September 14, 2012 Filed Sep 14, 2012 21:03 UTC | WELLTOWER INC. HCN · Entity 2853 | Exercise / conversionCommon Stock | 2,866 | $34.88 | $99,966.08 |
DisclosureSEC source: 0001209191-12-045601 · doc4.xml · nonDerivative · entry 3 CHAPMAN GEORGE L · CIK 0001242815 · Director · Chairman, CEO and President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 251,328.5808 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. F1 · kind: The shares covered by this Form 4 have been sold or acquired pursuant to a Rule 10b5-1 Sales Plan dated March 15, 2012, which is intended to comply with Rule 10b5-1. Read SEC document |
| September 14, 2012 Filed Sep 14, 2012 21:03 UTC | WELLTOWER INC. HCN · Entity 2853 | SaleCommon Stock | 15,665 | $59.57 | $933,131.15 |
DisclosureSEC source: 0001209191-12-045601 · doc4.xml · nonDerivative · entry 2 CHAPMAN GEORGE L · CIK 0001242815 · Director · Chairman, CEO and President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 248,462.5808 F1 · kind: The shares covered by this Form 4 have been sold or acquired pursuant to a Rule 10b5-1 Sales Plan dated March 15, 2012, which is intended to comply with Rule 10b5-1. Read SEC document |
| September 14, 2012 Filed Sep 14, 2012 21:03 UTC | WELLTOWER INC. HCN · Entity 2853 | Exercise / conversionCommon Stock | 9,546 | $43.29 | $413,246.34 |
DisclosureSEC source: 0001209191-12-045601 · doc4.xml · nonDerivative · entry 1 CHAPMAN GEORGE L · CIK 0001242815 · Director · Chairman, CEO and President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 264,127.5808 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, 2012 Filed Feb 13, 2013 21:46 UTC | WELLTOWER INC. HCN · Entity 2853 | OtherCommon Stock | 28.896 | $58.51 | $1,690.79 |
DisclosureSEC source: 0001209191-13-008431 · doc5.xml · nonDerivative · entry 3 CHAPMAN GEORGE L · CIK 0001242815 · Director · Chairman, CEO and President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 288,422.7747 F1 · kind: Dividend Reinvestment under the Third Amended and Restated Dividend Reinvestment and Stock Purchase Plan. Read SEC document |
| July 16, 2012 Filed Jul 18, 2012 20:48 UTC | WELLTOWER INC. HCN · Entity 2853 | Exercise / conversionOption (Right to Buy) · Derivative | 1,643 | $0.00 Strike: $36.50 | $0.00 |
DisclosureSEC source: 0001209191-12-038502 · doc4.xml · derivative · entry 6 CHAPMAN GEORGE L · CIK 0001242815 · Director · Chairman, CEO and President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common · 1,643 shares Expires 2016-01-23 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F4 · price: The options were granted under the Health Care REIT, Inc. 2005 Long-Term Incentive Plan and has no acquisition price. F5 · derivative.exercise_date: Options for the purchase of 29,630 shares of common stock at $36.50 per share were granted to Mr. Chapman on January 23, 2006, which grant has previously been reported. The partial exercise of these options for the purchase of 27,987 shares has previously been reported. Of the remaining options, options for the purchase of 1,643 shares vested on January 15, 2011. F5 · derivative.underlying_shares: Options for the purchase of 29,630 shares of common stock at $36.50 per share were granted to Mr. Chapman on January 23, 2006, which grant has previously been reported. The partial exercise of these options for the purchase of 27,987 shares has previously been reported. Of the remaining options, options for the purchase of 1,643 shares vested on January 15, 2011. F5 · balance_after: Options for the purchase of 29,630 shares of common stock at $36.50 per share were granted to Mr. Chapman on January 23, 2006, which grant has previously been reported. The partial exercise of these options for the purchase of 27,987 shares has previously been reported. Of the remaining options, options for the purchase of 1,643 shares vested on January 15, 2011. Read SEC document |
| July 16, 2012 Filed Jul 18, 2012 20:48 UTC | WELLTOWER INC. HCN · Entity 2853 | Exercise / conversionOption (Right to Buy) · Derivative | 9,545 | $0.00 Strike: $43.29 | $0.00 |
DisclosureSEC source: 0001209191-12-038502 · doc4.xml · derivative · entry 5 CHAPMAN GEORGE L · CIK 0001242815 · Director · Chairman, CEO and President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 85,908 Underlying: Common · 95,453 shares Expires 2020-01-28 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F4 · price: The options were granted under the Health Care REIT, Inc. 2005 Long-Term Incentive Plan and has no acquisition price. F3 · derivative.exercise_date: Options for the purchase of 95,453 shares of common stock at $43.29 per share were granted to Mr. Chapman on January 28, 2010, which grant has previosly been reported. Options for the purchase of 19,091 shares vested on January 15 of each of 2011 and 2012, options for the purchase of 19,091 shares will vest on January 15, 2013 and options for the purchase of 19,090 shares will vest on January 15 of each of 2014 and 2015. F3 · derivative.underlying_shares: Options for the purchase of 95,453 shares of common stock at $43.29 per share were granted to Mr. Chapman on January 28, 2010, which grant has previosly been reported. Options for the purchase of 19,091 shares vested on January 15 of each of 2011 and 2012, options for the purchase of 19,091 shares will vest on January 15, 2013 and options for the purchase of 19,090 shares will vest on January 15 of each of 2014 and 2015. F3 · balance_after: Options for the purchase of 95,453 shares of common stock at $43.29 per share were granted to Mr. Chapman on January 28, 2010, which grant has previosly been reported. Options for the purchase of 19,091 shares vested on January 15 of each of 2011 and 2012, options for the purchase of 19,091 shares will vest on January 15, 2013 and options for the purchase of 19,090 shares will vest on January 15 of each of 2014 and 2015. Read SEC document |
| July 16, 2012 Filed Jul 18, 2012 20:48 UTC | WELLTOWER INC. HCN · Entity 2853 | Exercise / conversionCommon Stock | 1,643 | $36.50 | $59,969.50 |
DisclosureSEC source: 0001209191-12-038502 · doc4.xml · nonDerivative · entry 3 CHAPMAN GEORGE L · CIK 0001242815 · Director · Chairman, CEO and President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 254,581.5808 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. F1 · kind: The shares covered by this Form 4 have been sold or acquired pursuant to a Rule 10b5-1 Sales Plan dated March 15, 2012, which is intended to comply with Rule 10b5-1. Read SEC document |
| July 16, 2012 Filed Jul 18, 2012 20:48 UTC | WELLTOWER INC. HCN · Entity 2853 | SaleCommon Stock | 15,664 | $60.64 | $949,857.13 |
DisclosureSEC source: 0001209191-12-038502 · doc4.xml · nonDerivative · entry 2 CHAPMAN GEORGE L · CIK 0001242815 · Director · Chairman, CEO and President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 252,938.5808 F1 · kind: The shares covered by this Form 4 have been sold or acquired pursuant to a Rule 10b5-1 Sales Plan dated March 15, 2012, which is intended to comply with Rule 10b5-1. Read SEC document |
| July 16, 2012 Filed Jul 18, 2012 20:48 UTC | WELLTOWER INC. HCN · Entity 2853 | Exercise / conversionCommon Stock | 9,545 | $43.29 | $413,203.05 |
DisclosureSEC source: 0001209191-12-038502 · doc4.xml · nonDerivative · entry 1 CHAPMAN GEORGE L · CIK 0001242815 · Director · Chairman, CEO and President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 268,602.5808 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| June 15, 2012 Filed Jun 18, 2012 20:34 UTC | WELLTOWER INC. HCN · Entity 2853 | Exercise / conversionOption (Right-to-Buy) · Derivative | 20,234 | $0.00 Strike: $40.83 | $0.00 |
DisclosureSEC source: 0001209191-12-034292 · doc4.xml · derivative · entry 4 CHAPMAN GEORGE L · CIK 0001242815 · Director · Chairman, CEO and President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 26,753 Underlying: Common · 46,987 shares Expires 2018-01-21 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F4 · price: The options were granted under the Health Care REIT, Inc. 2005 Long-Term Incentive Plan and had no acquisition price. F3 · derivative.exercise_date: Options for the purchase of 46,987 shares of common stock at $40.83 per share were granted to Mr. Chapman on January 21, 2008, which grant has previously been reported. Options for the purchase of 7,304 shares vested on January 15, 2009, options for the purchase of 7,303 shares vested on January 15, 2010, options for the purchase of 9,742 shares vested on January 15, 2011, options for the purchase of 10,953 shares vested on January 15, 2012 and options for the purchae of 11,685 shares will vest on January 15, 2013. F3 · derivative.underlying_shares: Options for the purchase of 46,987 shares of common stock at $40.83 per share were granted to Mr. Chapman on January 21, 2008, which grant has previously been reported. Options for the purchase of 7,304 shares vested on January 15, 2009, options for the purchase of 7,303 shares vested on January 15, 2010, options for the purchase of 9,742 shares vested on January 15, 2011, options for the purchase of 10,953 shares vested on January 15, 2012 and options for the purchae of 11,685 shares will vest on January 15, 2013. F3 · balance_after: Options for the purchase of 46,987 shares of common stock at $40.83 per share were granted to Mr. Chapman on January 21, 2008, which grant has previously been reported. Options for the purchase of 7,304 shares vested on January 15, 2009, options for the purchase of 7,303 shares vested on January 15, 2010, options for the purchase of 9,742 shares vested on January 15, 2011, options for the purchase of 10,953 shares vested on January 15, 2012 and options for the purchae of 11,685 shares will vest on January 15, 2013. Read SEC document |
| June 15, 2012 Filed Jun 18, 2012 20:34 UTC | WELLTOWER INC. HCN · Entity 2853 | SaleCommon Stock | 26,353 | $56.53 | $1,489,605.96 |
DisclosureSEC source: 0001209191-12-034292 · doc4.xml · nonDerivative · entry 2 CHAPMAN GEORGE L · CIK 0001242815 · Director · Chairman, CEO and President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 259,057.5808 F1 · kind: The shares covered by this Form 4 have been sold pursuant to a Rule 10b5-1 Sales Plan dated March 15, 2012, which is intended to comply with Rule 10b5-1. Read SEC document |
| June 15, 2012 Filed Jun 18, 2012 20:34 UTC | WELLTOWER INC. HCN · Entity 2853 | Exercise / conversionCommon Stock | 20,234 | $40.83 | $826,154.22 |
DisclosureSEC source: 0001209191-12-034292 · doc4.xml · nonDerivative · entry 1 CHAPMAN GEORGE L · CIK 0001242815 · Director · Chairman, CEO and President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 285,410.5808 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 21, 2012 Filed Feb 13, 2013 21:46 UTC | WELLTOWER INC. HCN · Entity 2853 | OtherCommon Stock | 30.6337 | $54.45 | $1,668.12 |
DisclosureSEC source: 0001209191-13-008431 · doc5.xml · nonDerivative · entry 2 CHAPMAN GEORGE L · CIK 0001242815 · Director · Chairman, CEO and President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 288,393.8787 F1 · kind: Dividend Reinvestment under the Third Amended and Restated Dividend Reinvestment and Stock Purchase Plan. Read SEC document |
| April 16, 2012 Filed Apr 18, 2012 20:19 UTC | WELLTOWER INC. HCN · Entity 2853 | Exercise / conversionOption (Right-to-Buy) · Derivative | 18,323 | $0.00 Strike: $37.00 | $0.00 |
DisclosureSEC source: 0001209191-12-023497 · doc4.xml · derivative · entry 4 CHAPMAN GEORGE L · CIK 0001242815 · Director · Chairman, CEO and President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 39,019 Underlying: Common · 57,342 shares Expires 2019-01-29 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F4 · price: The options were granted under the Health Care REIT, Inc. 2005 Long-Term Incentive Plan and had no acquisition price. F3 · derivative.exercise_date: Options for the purchase of 84,820 shares of common stock at $37.00 per share were granted to Mr. Chapman on January 29, 2009, which grant has been previously reported. The partial exercise of these options for the purchase of 27,478 shares have been previously reported. Of the remaining options,options for the purchase of 18,323 shares vested on January 15, 2012, options for the purchase of 19,235 shares will vest on January 15, 2013 and options for the purchase of 19,784 shares will vest on January 15, 2014. F3 · derivative.underlying_shares: Options for the purchase of 84,820 shares of common stock at $37.00 per share were granted to Mr. Chapman on January 29, 2009, which grant has been previously reported. The partial exercise of these options for the purchase of 27,478 shares have been previously reported. Of the remaining options,options for the purchase of 18,323 shares vested on January 15, 2012, options for the purchase of 19,235 shares will vest on January 15, 2013 and options for the purchase of 19,784 shares will vest on January 15, 2014. F3 · balance_after: Options for the purchase of 84,820 shares of common stock at $37.00 per share were granted to Mr. Chapman on January 29, 2009, which grant has been previously reported. The partial exercise of these options for the purchase of 27,478 shares have been previously reported. Of the remaining options,options for the purchase of 18,323 shares vested on January 15, 2012, options for the purchase of 19,235 shares will vest on January 15, 2013 and options for the purchase of 19,784 shares will vest on January 15, 2014. Read SEC document |
| April 16, 2012 Filed Apr 18, 2012 20:19 UTC | WELLTOWER INC. HCN · Entity 2853 | SaleCommon Stock | 24,442 | $53.71 | $1,312,672.28 |
DisclosureSEC source: 0001209191-12-023497 · doc4.xml · nonDerivative · entry 2 CHAPMAN GEORGE L · CIK 0001242815 · Director · Chairman, CEO and President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 265,176.5808 F1 · kind: The shares covered by this Form 4 have been sold pursuant to a Rule 10b5-1 Sales Plan dated March 15, 2012, which is intended to comply with Rule 10b5-1. Read SEC document |
| April 16, 2012 Filed Apr 18, 2012 20:19 UTC | WELLTOWER INC. HCN · Entity 2853 | Exercise / conversionCommon Stock | 18,323 | $37.00 | $677,951.00 |
DisclosureSEC source: 0001209191-12-023497 · doc4.xml · nonDerivative · entry 1 CHAPMAN GEORGE L · CIK 0001242815 · Director · Chairman, CEO and President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 289,618.5808 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 09, 2012 Filed Mar 13, 2012 20:29 UTC | WELLTOWER INC. HCN · Entity 2853 | OtherStock Option (Right to Buy) · Derivative | 14,102 | $0.00 Strike: $37.00 | $0.00 |
DisclosureSEC source: 0001209191-12-017798 · doc4.xml · derivative · entry 9 CHAPMAN GEORGE L · CIK 0001242815 · Director · Chairman, CEO and President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 57,342 Underlying: Common Stock · 14,102 shares Expires 2019-01-29 F1 · kind: Represents a transfer of 36,513 shares and 35,832 stock options to the reporting person's ex-spouse pursuant to a Decision and Judgment issued by the Court of Appeals of Ohio, Sixth Appellate District. The reporting person no longer reports as beneficially owned any securities which are beneficially owned by his ex-spouse. F4 · price: The options were granted under the Health Care REIT, Inc. 2005 Long-Term Incentive Plan and had no acquisition price. F10 · derivative.expiration_date: Options for the purchase of 109,914 shares of common stock at $37.00 per share were granted to Mr. Chapman on January 29, 2009, which grant has been previously reported. The partial exercise of these options for the purchase of 27,478 shares and the transfer of 10,992 options have been previously reported. Of the remaining options,options for the purchase of 5,496 shares vested on January 15, 2011, options for the purchase of 21,983 shares vested on January 15, 2012, options for the purchase of 21,983 shares will vest on January 15, 2013 and options for the purchase of 21,982 shares will vest on January 15, 2014. Read SEC document |
| March 09, 2012 Filed Mar 13, 2012 20:29 UTC | WELLTOWER INC. HCN · Entity 2853 | OtherStock Ooption (Right to Buy) · Derivative | 9,504 | $0.00 Strike: $40.83 | $0.00 |
DisclosureSEC source: 0001209191-12-017798 · doc4.xml · derivative · entry 8 CHAPMAN GEORGE L · CIK 0001242815 · Director · Chairman, CEO and President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 39,046 Underlying: Common Stock · 9,504 shares Expires 2018-01-21 F1 · kind: Represents a transfer of 36,513 shares and 35,832 stock options to the reporting person's ex-spouse pursuant to a Decision and Judgment issued by the Court of Appeals of Ohio, Sixth Appellate District. The reporting person no longer reports as beneficially owned any securities which are beneficially owned by his ex-spouse. F4 · price: The options were granted under the Health Care REIT, Inc. 2005 Long-Term Incentive Plan and had no acquisition price. F9 · derivative.expiration_date: Options for the purchase of 60,688 shares of common stock at $40.83 per share were granted to Mr. Chapman on January 21, 2008, which grant has been previously reported. The transfer of 12,138 options has previously been reported. Options for the purchase of 6,069 shares vested on January 15 of each of 2009 and 2010, options for the purchase of 12,138 shares vested on January 15, 2011, options for the purchase of 12,137 shares vested on January 15, 2012 and options for the purchase of 12,137 shares will vest on January 15, 2013. Read SEC document |
| March 09, 2012 Filed Mar 13, 2012 20:29 UTC | WELLTOWER INC. HCN · Entity 2853 | OtherStock Option (Right to Buy) · Derivative | 1,932 | $0.00 Strike: $40.83 | $0.00 |
DisclosureSEC source: 0001209191-12-017798 · doc4.xml · derivative · entry 7 CHAPMAN GEORGE L · CIK 0001242815 · Director · Chairman, CEO and President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,941 Underlying: Common Stock · 1,932 shares Expires 2018-01-21 F1 · kind: Represents a transfer of 36,513 shares and 35,832 stock options to the reporting person's ex-spouse pursuant to a Decision and Judgment issued by the Court of Appeals of Ohio, Sixth Appellate District. The reporting person no longer reports as beneficially owned any securities which are beneficially owned by his ex-spouse. F4 · price: The options were granted under the Health Care REIT, Inc. 2005 Long-Term Incentive Plan and had no acquisition price. F8 · derivative.expiration_date: Options for the purchase of 12,341 shares of common stock at $40.83 per share were granted to Mr. Chapman on January 21, 2008, which grant has been previously reported. The transfer of 2,468 options has previously been reported. Options for the purchase of 1,235 shares vested on January 15, 2009, options for the purchase of 1,234 shares vested on January 15, 2010, options for the purchase of 2,468 shares vested on January 15 of each of 2011 and 2012 and options for the purchase of 2,468 will vest on January 15, 2013. Read SEC document |
| March 09, 2012 Filed Mar 13, 2012 20:29 UTC | WELLTOWER INC. HCN · Entity 2853 | OtherStock Option (Right to Buy) · Derivative | 4,287 | $0.00 Strike: $45.73 | $0.00 |
DisclosureSEC source: 0001209191-12-017798 · doc4.xml · derivative · entry 6 CHAPMAN GEORGE L · CIK 0001242815 · Director · Chairman, CEO and President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,942 Underlying: Common Stock · 4,287 shares Expires 2017-01-22 F1 · kind: Represents a transfer of 36,513 shares and 35,832 stock options to the reporting person's ex-spouse pursuant to a Decision and Judgment issued by the Court of Appeals of Ohio, Sixth Appellate District. The reporting person no longer reports as beneficially owned any securities which are beneficially owned by his ex-spouse. F4 · price: The options were granted under the Health Care REIT, Inc. 2005 Long-Term Incentive Plan and had no acquisition price. F7 · derivative.expiration_date: Options for the purchase of 31,756 shares of common stock at $45.73 per share were granted to Mr. Chapman on January 22, 2007, which grant has been previously reported. The transfer of 9,527 options has previously been reported. Options for the purchase of 3,176 shares vested on January 15, 2008, options for the purchase of 3,175 shares vested on January 15, 2009, options for the purchase of 3,176 shares vested on January 15, 2010 and options for the purchase of 6,351 shares vested on January 15 of each of 2011 and 2012. Read SEC document |
| March 09, 2012 Filed Mar 13, 2012 20:29 UTC | WELLTOWER INC. HCN · Entity 2853 | OtherStock Option (Right to Buy) · Derivative | 1,448 | $0.00 Strike: $45.73 | $0.00 |
DisclosureSEC source: 0001209191-12-017798 · doc4.xml · derivative · entry 5 CHAPMAN GEORGE L · CIK 0001242815 · Director · Chairman, CEO and President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,061 Underlying: Common Stock · 1,448 shares Expires 2017-01-22 F1 · kind: Represents a transfer of 36,513 shares and 35,832 stock options to the reporting person's ex-spouse pursuant to a Decision and Judgment issued by the Court of Appeals of Ohio, Sixth Appellate District. The reporting person no longer reports as beneficially owned any securities which are beneficially owned by his ex-spouse. F4 · price: The options were granted under the Health Care REIT, Inc. 2005 Long-Term Incentive Plan and had no acquisition price. F6 · derivative.expiration_date: Options for the purchase of 10,727 shares of common stock at $45.73 per share were granted to Mr. Chapman on January 22, 2007, which grant has been previously reported. The transfer of 3,218 options has previously been reported. Options for the purchase of 1,073 shares vested January 15 of each of 2008, 2009 and 2010 and options for the purchase of 2,145 shares vested January 15 of each of 2011 and 2012. Read SEC document |
| March 09, 2012 Filed Mar 13, 2012 20:29 UTC | WELLTOWER INC. HCN · Entity 2853 | OtherStock Option (Right to Buy) · Derivative | 3,670 | $0.00 Strike: $36.50 | $0.00 |
DisclosureSEC source: 0001209191-12-017798 · doc4.xml · derivative · entry 4 CHAPMAN GEORGE L · CIK 0001242815 · Director · Chairman, CEO and President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 310 Underlying: Common Stock · 3,670 shares Expires 2016-01-23 F1 · kind: Represents a transfer of 36,513 shares and 35,832 stock options to the reporting person's ex-spouse pursuant to a Decision and Judgment issued by the Court of Appeals of Ohio, Sixth Appellate District. The reporting person no longer reports as beneficially owned any securities which are beneficially owned by his ex-spouse. F4 · price: The options were granted under the Health Care REIT, Inc. 2005 Long-Term Incentive Plan and had no acquisition price. F5 · derivative.expiration_date: Options for the purchase of 45,872 shares of common stock at $36.50 per share were granted to Mr. Chapman on January 23, 2006, which grant has been previously reported. The partial exercise of these options for the purchase of 23,543 shares and the transfer of 18,349 options have been previously reported. Of the remaining options, options for the purchase of 3,980 shares vested on January 15, 2011. Read SEC document |
| March 09, 2012 Filed Mar 13, 2012 20:29 UTC | WELLTOWER INC. HCN · Entity 2853 | OtherStock Option (Right to Buy) · Derivative | 889 | $0.00 Strike: $36.50 | $0.00 |
DisclosureSEC source: 0001209191-12-017798 · doc4.xml · derivative · entry 3 CHAPMAN GEORGE L · CIK 0001242815 · Director · Chairman, CEO and President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,333 Underlying: Common Stock · 889 shares Expires 2016-01-23 F1 · kind: Represents a transfer of 36,513 shares and 35,832 stock options to the reporting person's ex-spouse pursuant to a Decision and Judgment issued by the Court of Appeals of Ohio, Sixth Appellate District. The reporting person no longer reports as beneficially owned any securities which are beneficially owned by his ex-spouse. F4 · price: The options were granted under the Health Care REIT, Inc. 2005 Long-Term Incentive Plan and had no acquisition price. F3 · derivative.expiration_date: Options for the purchase of 11,111 shares of common stock at $36.50 per share were granted to Mr. Chapman on January 23, 2006, which grant has been previously reported. The partial exercise of these options for the purchase of 4,444 shares and the transfer of 4,445 options have been previously reported. Of the remaining options, options for the purchase of 2,222 shares vested on January 15, 2011. Read SEC document |
| March 09, 2012 Filed Mar 13, 2012 20:29 UTC | WELLTOWER INC. HCN · Entity 2853 | OtherCommon Stock | 36,513 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-12-017798 · doc4.xml · nonDerivative · entry 1 CHAPMAN GEORGE L · CIK 0001242815 · Director · Chairman, CEO and President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 271,295.5808 F1 · kind: Represents a transfer of 36,513 shares and 35,832 stock options to the reporting person's ex-spouse pursuant to a Decision and Judgment issued by the Court of Appeals of Ohio, Sixth Appellate District. The reporting person no longer reports as beneficially owned any securities which are beneficially owned by his ex-spouse. Read SEC document |
| February 21, 2012 Filed Feb 13, 2013 21:46 UTC | WELLTOWER INC. HCN · Entity 2853 | OtherCommon Stock | 29.6642 | $55.49 | $1,646.17 |
DisclosureSEC source: 0001209191-13-008431 · doc5.xml · nonDerivative · entry 1 CHAPMAN GEORGE L · CIK 0001242815 · Director · Chairman, CEO and President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 288,363.245 F1 · kind: Dividend Reinvestment under the Third Amended and Restated Dividend Reinvestment and Stock Purchase Plan. Read SEC document |
| February 01, 2012 Filed Feb 2, 2012 23:15 UTC | WELLTOWER INC. HCN · Entity 2853 | Exercise / conversionOption (Right to Buy) · Derivative | 2,866 | $0.00 Strike: $34.88 | $0.00 |
DisclosureSEC source: 0001209191-12-007138 · doc4.xml · derivative · entry 10 CHAPMAN GEORGE L · CIK 0001242815 · Director · Chairman, CEO and President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,866 Underlying: Common · 5,732 shares Expires 2015-01-24 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F11 · price: The options were granted under the Health Care REIT, Inc. 1995 Stock Incentive Plan and had no acquisition price. F10 · derivative.exercise_date: Options for the purchase of 11,599 shares of common stock at $34.88 per share were granted to Mr. Chapman on January 24, 2005, which grant has previously been reported. The partial exercise of these options for the purchase of 5,867 shares has previously been reported. Of the remaining options, options for the purchase of 1,433 shares vested on January 15 of each of 2007, 2008, 2009 and 2010. F10 · derivative.underlying_shares: Options for the purchase of 11,599 shares of common stock at $34.88 per share were granted to Mr. Chapman on January 24, 2005, which grant has previously been reported. The partial exercise of these options for the purchase of 5,867 shares has previously been reported. Of the remaining options, options for the purchase of 1,433 shares vested on January 15 of each of 2007, 2008, 2009 and 2010. Read SEC document |
| February 01, 2012 Filed Feb 2, 2012 23:15 UTC | WELLTOWER INC. HCN · Entity 2853 | Exercise / conversionCommon Stock | 2,866 | $34.88 | $99,966.08 |
DisclosureSEC source: 0001209191-12-007138 · doc4.xml · nonDerivative · entry 7 CHAPMAN GEORGE L · CIK 0001242815 · Director · Chairman, CEO and President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 307,682.5149 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. F7 · kind: The shares covered by this Form 4 have been acquired pursuant to a Rule 10b5-1 Sales Plan dated November 14, 2011, which is intended to comply with Rule 10b5-1. Read SEC document |
| January 31, 2012 Filed Feb 2, 2012 23:15 UTC | WELLTOWER INC. HCN · Entity 2853 | Exercise / conversionDeferred Stock Units · Derivative | 13,083 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001209191-12-007138 · doc4.xml · derivative · entry 9 CHAPMAN GEORGE L · CIK 0001242815 · Director · Chairman, CEO and President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 39,246 Underlying: Common · 13,083 shares Expires 2012-01-31 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F9 · derivative.exercise_price: These deferred stock units were granted without cash consideration on January 26, 2012 under the Amended and Restated Health Care REIT, Inc. 2005 Long-Term Incentive Plan. Each deferred stock unit represents a right to receive one share of common stock of Health Care REIT, Inc. at the time of vesting of the unit. These deferred stock units vest in four installments with 13,083 units having vested on January 31, 2012 and 13,082 units vesting on January 31 of each of 2015, 2016 and 2017. F9 · price: These deferred stock units were granted without cash consideration on January 26, 2012 under the Amended and Restated Health Care REIT, Inc. 2005 Long-Term Incentive Plan. Each deferred stock unit represents a right to receive one share of common stock of Health Care REIT, Inc. at the time of vesting of the unit. These deferred stock units vest in four installments with 13,083 units having vested on January 31, 2012 and 13,082 units vesting on January 31 of each of 2015, 2016 and 2017. F9 · derivative.exercise_date: These deferred stock units were granted without cash consideration on January 26, 2012 under the Amended and Restated Health Care REIT, Inc. 2005 Long-Term Incentive Plan. Each deferred stock unit represents a right to receive one share of common stock of Health Care REIT, Inc. at the time of vesting of the unit. These deferred stock units vest in four installments with 13,083 units having vested on January 31, 2012 and 13,082 units vesting on January 31 of each of 2015, 2016 and 2017. F9 · derivative.expiration_date: These deferred stock units were granted without cash consideration on January 26, 2012 under the Amended and Restated Health Care REIT, Inc. 2005 Long-Term Incentive Plan. Each deferred stock unit represents a right to receive one share of common stock of Health Care REIT, Inc. at the time of vesting of the unit. These deferred stock units vest in four installments with 13,083 units having vested on January 31, 2012 and 13,082 units vesting on January 31 of each of 2015, 2016 and 2017. F2 · derivative.underlying_shares: The reported transaction was a vesting of 13,083 deferred stock units on January 31, 2012, resulting in the issuance of 13,083 shares of common stock. No amount was payable in connection with the vesting or the common stock issuance. Read SEC document |
| January 31, 2012 Filed Feb 2, 2012 23:15 UTC | WELLTOWER INC. HCN · Entity 2853 | Tax withholdingCommon Stock | 7,376 | $57.21 | $421,980.96 |
DisclosureSEC source: 0001209191-12-007138 · doc4.xml · nonDerivative · entry 6 CHAPMAN GEORGE L · CIK 0001242815 · Director · Chairman, CEO and President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 304,816.5149 F6 · shares: Tax withholding in shares of common stock on 17,480 shares of restricted stock granted on January 31, 2012, which grant vested on January 31, 2012. Read SEC document |
| January 31, 2012 Filed Feb 2, 2012 23:15 UTC | WELLTOWER INC. HCN · Entity 2853 | Tax withholdingCommon Stock | 5,521 | $57.21 | $315,856.41 |
DisclosureSEC source: 0001209191-12-007138 · doc4.xml · nonDerivative · entry 5 CHAPMAN GEORGE L · CIK 0001242815 · Director · Chairman, CEO and President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 312,192.5149 F5 · shares: Tax withholding in shares of common stock on 13,083 deferred stock units granted on January 26, 2012, which grant vested on January 31, 2012. Read SEC document |
| January 31, 2012 Filed Feb 2, 2012 23:15 UTC | WELLTOWER INC. HCN · Entity 2853 | Tax withholdingCommon Stock | 1,001 | $57.21 | $57,267.21 |
DisclosureSEC source: 0001209191-12-007138 · doc4.xml · nonDerivative · entry 4 CHAPMAN GEORGE L · CIK 0001242815 · Director · Chairman, CEO and President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 317,713.5149 F4 · shares: Tax withholding in shares of common stock on 2,373 performance shares granted on January 27, 2011, which grant vested on January 31, 2012. Read SEC document |
| January 31, 2012 Filed Feb 2, 2012 23:15 UTC | WELLTOWER INC. HCN · Entity 2853 | GrantCommon Stock | 17,480 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-12-007138 · doc4.xml · nonDerivative · entry 3 CHAPMAN GEORGE L · CIK 0001242815 · Director · Chairman, CEO and President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 318,714.5149 F3 · shares: The shares were granted without cash consideration as shares of restricted stock under the Amended and Restated Health Care REIT, Inc. 2005 Long-Term Incentive Plan. F3 · price: The shares were granted without cash consideration as shares of restricted stock under the Amended and Restated Health Care REIT, Inc. 2005 Long-Term Incentive Plan. Read SEC document |
| January 31, 2012 Filed Feb 2, 2012 23:15 UTC | WELLTOWER INC. HCN · Entity 2853 | Exercise / conversionCommon Stock | 13,083 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-12-007138 · doc4.xml · nonDerivative · entry 2 CHAPMAN GEORGE L · CIK 0001242815 · Director · Chairman, CEO and President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 301,234.5149 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F2 · shares: The reported transaction was a vesting of 13,083 deferred stock units on January 31, 2012, resulting in the issuance of 13,083 shares of common stock. No amount was payable in connection with the vesting or the common stock issuance. F2 · price: The reported transaction was a vesting of 13,083 deferred stock units on January 31, 2012, resulting in the issuance of 13,083 shares of common stock. No amount was payable in connection with the vesting or the common stock issuance. 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.