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 |
|---|---|---|---|---|---|---|
| January 31, 2012 Filed Feb 2, 2012 23:15 UTC | WELLTOWER INC. HCN · Entity 2853 | GrantCommon Stock | 2,373 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-12-007138 · 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: 288,151.5149 F1 · shares: The reported transaction was the satisfaction of a performance contingency applicable to 2,373 performance shares granted without cash consideration on January 27, 2011 under the Amended and Restated Health Care REIT, Inc. 2005 Long-Term Incentive Plan. No amount was payable in connection with the vesting or the common stock issuance. F1 · price: The reported transaction was the satisfaction of a performance contingency applicable to 2,373 performance shares granted without cash consideration on January 27, 2011 under the Amended and Restated Health Care REIT, Inc. 2005 Long-Term Incentive Plan. No amount was payable in connection with the vesting or the common stock issuance. Read SEC document |
| January 26, 2012 Filed Jan 30, 2012 19:50 UTC | WELLTOWER INC. HCN · Entity 2853 | GrantDeferred Stock Units · Derivative | 52,329 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001209191-12-006044 · 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: 52,329 Underlying: Common · 52,329 shares Expires 2017-01-31 F5 · 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 vesting on January 31, 2012, and 13,082 units vesting on January 31 of each of 2015, 2016 and 2017. F5 · 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 vesting on January 31, 2012, and 13,082 units vesting on January 31 of each of 2015, 2016 and 2017. F5 · 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 vesting on January 31, 2012, and 13,082 units vesting on January 31 of each of 2015, 2016 and 2017. F5 · 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 vesting on January 31, 2012, and 13,082 units vesting on January 31 of each of 2015, 2016 and 2017. F5 · derivative.underlying_shares: 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 vesting on January 31, 2012, and 13,082 units vesting on January 31 of each of 2015, 2016 and 2017. Read SEC document |
| January 26, 2012 Filed Jan 30, 2012 19:50 UTC | WELLTOWER INC. HCN · Entity 2853 | GrantOption (Right to Buy) · Derivative | 87,268 | $0.00 Strike: $57.33 | $0.00 |
DisclosureSEC source: 0001209191-12-006044 · 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: 87,268 Underlying: Common · 87,268 shares Expires 2022-01-26 F4 · price: The options were granted under the Amended and Restated Health Care REIT, Inc. 2005 Long-Term Incentive Plan and had no acquisition price. F3 · derivative.exercise_date: Options for the purchase of 87,268 shares of common stock at $57.33 per share were granted to Mr. Chapman on January 26, 2012. Options for the purchase of 17,454 shares will vest on January 15 of each of 2013, 2014 and 2015 and options for the purchase of 17,453 shares will vest on January 15 of each of 2016 and 2017. F3 · derivative.underlying_shares: Options for the purchase of 87,268 shares of common stock at $57.33 per share were granted to Mr. Chapman on January 26, 2012. Options for the purchase of 17,454 shares will vest on January 15 of each of 2013, 2014 and 2015 and options for the purchase of 17,453 shares will vest on January 15 of each of 2016 and 2017. Read SEC document |
| January 26, 2012 Filed Jan 30, 2012 19:50 UTC | WELLTOWER INC. HCN · Entity 2853 | GrantCommon Stock | 50,735 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-12-006044 · 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: 285,778.5149 F1 · 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 15, 2012 Filed Jan 17, 2012 22:21 UTC | WELLTOWER INC. HCN · Entity 2853 | Tax withholdingCommon Stock | 14,683 | $55.53 | $815,346.99 |
DisclosureSEC source: 0001209191-12-003902 · 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: 235,043.5149 Read SEC document |
| December 01, 2011 Filed Dec 5, 2011 21:28 UTC | WELLTOWER INC. HCN · Entity 2853 | SaleCommon Stock | 26,897 | $49.47 | $1,330,594.59 |
DisclosureSEC source: 0001209191-11-059486 · 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: 249,726.5149 F1 · kind: The shares covered by this Form 4 have been sold pursuant to a Rule 10b5-1 Sales Plan dated November 14, 2011, which is intended to comply with Rule 10b5-1. Read SEC document |
| November 21, 2011 Filed Feb 14, 2012 21:23 UTC | WELLTOWER INC. HCN · Entity 2853 | OtherCommon Stock | 32.0332 | $48.94 | $1,567.65 |
DisclosureSEC source: 0001209191-12-009938 · 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: 307,808.5808 F1 · kind: Dividend Reinvestment under the Third Amended and Restated Dividend Reinvestment and Stock Purchase Plan. F2 · balance_after: Fractional shares acquired by the reporting person under the Third Amended and Restated Dividend Reinvestment and Stock Purchase Plan were sold on December 21, 2011. Read SEC document |
| November 14, 2011 Filed Nov 16, 2011 21:08 UTC | WELLTOWER INC. HCN · Entity 2853 | Exercise / conversionStock Option (Right to Buy) · Derivative | 27,478 | $0.00 Strike: $37.00 | $0.00 |
DisclosureSEC source: 0001209191-11-056452 · 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: 57,342 Underlying: Common · 84,820 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 previously been reported. Options for the purchase of 10,991 shares vested January 15, 2010, optioins for the purchase of 16,487 shares vested on January 15, 2011, options for the purchase of 18,323 shares will vest 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 previously been reported. Options for the purchase of 10,991 shares vested January 15, 2010, optioins for the purchase of 16,487 shares vested on January 15, 2011, options for the purchase of 18,323 shares will vest 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 previously been reported. Options for the purchase of 10,991 shares vested January 15, 2010, optioins for the purchase of 16,487 shares vested on January 15, 2011, options for the purchase of 18,323 shares will vest 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 |
| November 14, 2011 Filed Nov 16, 2011 21:08 UTC | WELLTOWER INC. HCN · Entity 2853 | SaleCommon Stock | 27,478 | $49.91 | $1,371,295.09 |
DisclosureSEC source: 0001209191-11-056452 · 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: 276,623.5149 F1 · kind: The shares covered by this Form 4 have been sold pursuant to a Rule 10b5-1 Sales Plan dated November 14, 2011, which is intended to comply with Rule 10b5-1. Read SEC document |
| November 14, 2011 Filed Nov 16, 2011 21:08 UTC | WELLTOWER INC. HCN · Entity 2853 | Exercise / conversionCommon Stock | 27,478 | $37.00 | $1,016,686.00 |
DisclosureSEC source: 0001209191-11-056452 · 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: 304,101.5149 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. Read SEC document |
| August 19, 2011 Filed Feb 14, 2012 21:23 UTC | WELLTOWER INC. HCN · Entity 2853 | OtherCommon Stock | 34.5527 | $44.65 | $1,542.94 |
DisclosureSEC source: 0001209191-12-009938 · 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: 307,777.2291 F1 · kind: Dividend Reinvestment under the Third Amended and Restated Dividend Reinvestment and Stock Purchase Plan. Read SEC document |
| August 01, 2011 Filed Aug 2, 2011 20:33 UTC | WELLTOWER INC. HCN · Entity 2853 | Exercise / conversionStock Option (Right to Buy) · Derivative | 1,433 | $0.00 Strike: $34.88 | $0.00 |
DisclosureSEC source: 0001209191-11-041996 · 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: 5,732 Underlying: Common · 7,165 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 4,434 shares has previously been reported. Of the remaining options, options for the purchase of 1,433 shares vested on January 15 of each of 2006, 2007, 2008, 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 4,434 shares has previously been reported. Of the remaining options, options for the purchase of 1,433 shares vested on January 15 of each of 2006, 2007, 2008, 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 4,434 shares has previously been reported. Of the remaining options, options for the purchase of 1,433 shares vested on January 15 of each of 2006, 2007, 2008, 2009 and 2010. Read SEC document |
| August 01, 2011 Filed Aug 2, 2011 20:33 UTC | WELLTOWER INC. HCN · Entity 2853 | Exercise / conversionStock Option (Right to Buy) · Derivative | 8,221 | $0.00 Strike: $36.50 | $0.00 |
DisclosureSEC source: 0001209191-11-041996 · 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: 1,643 Underlying: Common · 9,864 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 had no acquisition price. F3 · 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 19,766 has previously been reported. Of the remaining options, options for the purchase of 3,027 shares vested on January 15, 2010 and options for the purchase of 6,837 shares vested on January 15, 2011. F3 · 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 19,766 has previously been reported. Of the remaining options, options for the purchase of 3,027 shares vested on January 15, 2010 and options for the purchase of 6,837 shares vested on January 15, 2011. F3 · 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 19,766 has previously been reported. Of the remaining options, options for the purchase of 3,027 shares vested on January 15, 2010 and options for the purchase of 6,837 shares vested on January 15, 2011. Read SEC document |
| August 01, 2011 Filed Aug 2, 2011 20:33 UTC | WELLTOWER INC. HCN · Entity 2853 | SaleCommon Stock | 14,570 | $50.13 | $730,398.47 |
DisclosureSEC source: 0001209191-11-041996 · 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: 276,623.5149 F1 · kind: The shares covered by this Form 4 have been sold pursuant to a Rule 10b5-1 Sales Plan dated March 29, 2011, which is intended to comply with Rule 10b5-1. Read SEC document |
| August 01, 2011 Filed Aug 2, 2011 20:33 UTC | WELLTOWER INC. HCN · Entity 2853 | Exercise / conversionCommon Stock | 8,221 | $36.50 | $300,066.50 |
DisclosureSEC source: 0001209191-11-041996 · 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: 291,193.5149 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. Read SEC document |
| August 01, 2011 Filed Aug 2, 2011 20:33 UTC | WELLTOWER INC. HCN · Entity 2853 | Exercise / conversionCommon Stock | 1,433 | $34.88 | $49,983.04 |
DisclosureSEC source: 0001209191-11-041996 · 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: 282,972.5149 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. Read SEC document |
| July 01, 2011 Filed Jul 5, 2011 20:17 UTC | WELLTOWER INC. HCN · Entity 2853 | Exercise / conversionStock Option (Right to Buy) · Derivative | 15,322 | $0.00 Strike: $36.50 | $0.00 |
DisclosureSEC source: 0001209191-11-037651 · 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: 9,864 Underlying: Common · 25,186 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 had no acquisition price. F3 · 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 4,444 has previously been reported. Of the remaining options, options for the purchase of 4,588 shares vested on January 15, 2007, options for the purchase of 4,587 shares vested on January 15 of each of 2008, 2009 and 2010 and options for the purchase of 6,837 shares vested on January 15, 2011. F3 · 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 4,444 has previously been reported. Of the remaining options, options for the purchase of 4,588 shares vested on January 15, 2007, options for the purchase of 4,587 shares vested on January 15 of each of 2008, 2009 and 2010 and options for the purchase of 6,837 shares vested on January 15, 2011. F3 · 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 4,444 has previously been reported. Of the remaining options, options for the purchase of 4,588 shares vested on January 15, 2007, options for the purchase of 4,587 shares vested on January 15 of each of 2008, 2009 and 2010 and options for the purchase of 6,837 shares vested on January 15, 2011. Read SEC document |
| July 01, 2011 Filed Jul 5, 2011 20:17 UTC | WELLTOWER INC. HCN · Entity 2853 | SaleCommon Stock | 19,556 | $52.28 | $1,022,393.55 |
DisclosureSEC source: 0001209191-11-037651 · 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: 281,539.5149 F1 · kind: The shares covered by this Form 4 have been sold pursuant to a Rule 10b5-1 Sales Plan dated March 29, 2011, which is intended to comply with Rule 10b5-1. Read SEC document |
| July 01, 2011 Filed Jul 5, 2011 20:17 UTC | WELLTOWER INC. HCN · Entity 2853 | Exercise / conversionCommon Stock | 15,322 | $36.50 | $559,253.00 |
DisclosureSEC source: 0001209191-11-037651 · 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: 301,095.5149 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. Read SEC document |
| June 01, 2011 Filed Jun 2, 2011 21:19 UTC | WELLTOWER INC. HCN · Entity 2853 | Exercise / conversionStock Option (Right to Buy) · Derivative | 3,324 | $0.00 Strike: $36.50 | $0.00 |
DisclosureSEC source: 0001209191-11-032604 · 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: 25,186 Underlying: Common · 28,510 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. F6 · 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 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 1,120 has previously been reported. Of the remaining options, options for the purchase of 4,588 shares vested on January 15, 2007, options for the purchase of 5,689 shares vested on January 15, 2008, options for the purchase of 5,698 shares vested on January 15 of each of 2009 and 2010 and options for the purchase of 6,837 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 1,120 has previously been reported. Of the remaining options, options for the purchase of 4,588 shares vested on January 15, 2007, options for the purchase of 5,689 shares vested on January 15, 2008, options for the purchase of 5,698 shares vested on January 15 of each of 2009 and 2010 and options for the purchase of 6,837 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 1,120 has previously been reported. Of the remaining options, options for the purchase of 4,588 shares vested on January 15, 2007, options for the purchase of 5,689 shares vested on January 15, 2008, options for the purchase of 5,698 shares vested on January 15 of each of 2009 and 2010 and options for the purchase of 6,837 shares vested on January 15, 2011. Read SEC document |
| June 01, 2011 Filed Jun 2, 2011 21:19 UTC | WELLTOWER INC. HCN · Entity 2853 | Exercise / conversionStock Option (Right to Buy) · Derivative | 4,434 | $0.00 Strike: $34.88 | $0.00 |
DisclosureSEC source: 0001209191-11-032604 · 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: 7,165 Underlying: Common · 11,599 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. F4 · price: The options were granted under the Health Care REIT, Inc. 1995 Stock Incentive Plan and had no acquisition price. F3 · derivative.exercise_date: Options for the purchase of 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. Options for the purchase of 2,320 shares vested on January 15 of each of 2006, 2007 and 2008, options for the purchase of 2,319 shares vested on January 15, 2009 and options for the purchase of 2,320 shares vested on January 15, 2010. F3 · 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. Options for the purchase of 2,320 shares vested on January 15 of each of 2006, 2007 and 2008, options for the purchase of 2,319 shares vested on January 15, 2009 and options for the purchase of 2,320 shares vested on January 15, 2010. F3 · 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. Options for the purchase of 2,320 shares vested on January 15 of each of 2006, 2007 and 2008, options for the purchase of 2,319 shares vested on January 15, 2009 and options for the purchase of 2,320 shares vested on January 15, 2010. Read SEC document |
| June 01, 2011 Filed Jun 2, 2011 21:19 UTC | WELLTOWER INC. HCN · Entity 2853 | SaleCommon Stock | 11,992 | $52.83 | $633,521.77 |
DisclosureSEC source: 0001209191-11-032604 · 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: 285,773.5149 F1 · kind: The shares covered by this Form 4 have been sold pursuant to a Rule 10b5-1 Sales Plan dated March 29, 2011, which is intended to comply with Rule 10b5-1. Read SEC document |
| June 01, 2011 Filed Jun 2, 2011 21:19 UTC | WELLTOWER INC. HCN · Entity 2853 | Exercise / conversionCommon Stock | 3,324 | $36.50 | $121,326.00 |
DisclosureSEC source: 0001209191-11-032604 · 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: 297,765.5149 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. Read SEC document |
| June 01, 2011 Filed Jun 2, 2011 21:19 UTC | WELLTOWER INC. HCN · Entity 2853 | Exercise / conversionCommon Stock | 4,434 | $34.88 | $154,657.92 |
DisclosureSEC source: 0001209191-11-032604 · 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: 294,441.5149 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. Read SEC document |
| May 20, 2011 Filed Feb 14, 2012 21:23 UTC | WELLTOWER INC. HCN · Entity 2853 | OtherCommon Stock | 30.2877 | $50.23 | $1,521.29 |
DisclosureSEC source: 0001209191-12-009938 · 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: 307,742.6764 F1 · kind: Dividend Reinvestment under the Third Amended and Restated Dividend Reinvestment and Stock Purchase Plan. Read SEC document |
| May 02, 2011 Filed May 4, 2011 20:23 UTC | WELLTOWER INC. HCN · Entity 2853 | Exercise / conversionStock Option (Right to Buy) · Derivative | 1,120 | $0.00 Strike: $36.50 | $0.00 |
DisclosureSEC source: 0001209191-11-026037 · 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: 28,510 Underlying: Common Stock · 29,630 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. F6 · 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 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. Options for the purchase of 5,699 shares vested on January 15, 2007, options for the purchase of 5,698 shares vested on January 15 of each of 2008, 2009 and 2010 and options for the purchase of 6,837 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. Options for the purchase of 5,699 shares vested on January 15, 2007, options for the purchase of 5,698 shares vested on January 15 of each of 2008, 2009 and 2010 and options for the purchase of 6,837 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. Options for the purchase of 5,699 shares vested on January 15, 2007, options for the purchase of 5,698 shares vested on January 15 of each of 2008, 2009 and 2010 and options for the purchase of 6,837 shares vested on January 15, 2011. Read SEC document |
| May 02, 2011 Filed May 4, 2011 20:23 UTC | WELLTOWER INC. HCN · Entity 2853 | Exercise / conversionStock Option (Right to Buy) · Derivative | 8,684 | $0.00 Strike: $37.00 | $0.00 |
DisclosureSEC source: 0001209191-11-026037 · 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: 0 Underlying: Common Stock · 8,684 shares Expires 2014-01-26 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 · derivative.exercise_date: Options for the purchase of 21,131 shares of common stock at $37.00 per share were granted to Mr. Chapman on January 26, 2004, which grant has previously been reported. The partial exercise of these options for the purchase of 12,447 shares has previously been reported. Of the remaining options, options for the purchase of 232 shares vested on January 15, 2007 and options for the purchase of 4,226 shares vested on January 15 of each of 2008 and 2009. F3 · derivative.underlying_shares: Options for the purchase of 21,131 shares of common stock at $37.00 per share were granted to Mr. Chapman on January 26, 2004, which grant has previously been reported. The partial exercise of these options for the purchase of 12,447 shares has previously been reported. Of the remaining options, options for the purchase of 232 shares vested on January 15, 2007 and options for the purchase of 4,226 shares vested on January 15 of each of 2008 and 2009. F3 · balance_after: Options for the purchase of 21,131 shares of common stock at $37.00 per share were granted to Mr. Chapman on January 26, 2004, which grant has previously been reported. The partial exercise of these options for the purchase of 12,447 shares has previously been reported. Of the remaining options, options for the purchase of 232 shares vested on January 15, 2007 and options for the purchase of 4,226 shares vested on January 15 of each of 2008 and 2009. Read SEC document |
| May 02, 2011 Filed May 4, 2011 20:23 UTC | WELLTOWER INC. HCN · Entity 2853 | SaleCommon Stock | 11,921 | $54.07 | $644,524.36 |
DisclosureSEC source: 0001209191-11-026037 · 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: 290,007.5149 F1 · kind: The shares covered by this Form 4 have been sold pursuant to a Rule 10b5-1 Sales Plan dated March 29, 2011, which is intended to comply with Rule 10b5-1. Read SEC document |
| May 02, 2011 Filed May 4, 2011 20:23 UTC | WELLTOWER INC. HCN · Entity 2853 | Exercise / conversionCommon Stock | 1,120 | $36.50 | $40,880.00 |
DisclosureSEC source: 0001209191-11-026037 · 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: 301,928.5149 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. Read SEC document |
| May 02, 2011 Filed May 4, 2011 20:23 UTC | WELLTOWER INC. HCN · Entity 2853 | Exercise / conversionCommon Stock | 8,684 | $37.00 | $321,308.00 |
DisclosureSEC source: 0001209191-11-026037 · 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: 300,808.5149 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. Read SEC document |
| April 01, 2011 Filed Apr 5, 2011 21:16 UTC | WELLTOWER INC. HCN · Entity 2853 | Exercise / conversionStock Option (Right to Buy) · Derivative | 8,221 | $0.00 Strike: $37.00 | $0.00 |
DisclosureSEC source: 0001209191-11-021729 · 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: 8,684 Underlying: Common Stock · 16,905 shares Expires 2014-01-26 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 · derivative.exercise_date: Options for the purchase of 21,131 shares of common stock at $37.00 per share were granted to Mr. Chapman on January 26, 2004, which grant has previously been reported. The partial exercise of these options for the purchase of 4,226 shares has previously been reported. Of the remaining options, options for the purchase of 4,227 shares vested on January 15, 2006 and options for the purchase of 4,226 shares vested on January 15 of each of 2007, 2008 and 2009. F3 · derivative.underlying_shares: Options for the purchase of 21,131 shares of common stock at $37.00 per share were granted to Mr. Chapman on January 26, 2004, which grant has previously been reported. The partial exercise of these options for the purchase of 4,226 shares has previously been reported. Of the remaining options, options for the purchase of 4,227 shares vested on January 15, 2006 and options for the purchase of 4,226 shares vested on January 15 of each of 2007, 2008 and 2009. F3 · balance_after: Options for the purchase of 21,131 shares of common stock at $37.00 per share were granted to Mr. Chapman on January 26, 2004, which grant has previously been reported. The partial exercise of these options for the purchase of 4,226 shares has previously been reported. Of the remaining options, options for the purchase of 4,227 shares vested on January 15, 2006 and options for the purchase of 4,226 shares vested on January 15 of each of 2007, 2008 and 2009. Read SEC document |
| April 01, 2011 Filed Apr 5, 2011 21:16 UTC | WELLTOWER INC. HCN · Entity 2853 | SaleCommon Stock | 12,455 | $52.52 | $654,170.23 |
DisclosureSEC source: 0001209191-11-021729 · 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: 292,124.5149 F1 · kind: The shares covered by this Form 4 have been sold pursuant to a Rule 10b5-1 Sales Plan dated March 29, 2011, which is intended to comply with Rule 10b5-1. Read SEC document |
| April 01, 2011 Filed Apr 5, 2011 21:16 UTC | WELLTOWER INC. HCN · Entity 2853 | Exercise / conversionCommon Stock | 8,221 | $37.00 | $304,177.00 |
DisclosureSEC source: 0001209191-11-021729 · 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: 304,579.5149 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. Read SEC document |
| February 22, 2011 Filed Feb 14, 2012 21:23 UTC | WELLTOWER INC. HCN · Entity 2853 | OtherCommon Stock | 29.8738 | $48.45 | $1,447.48 |
DisclosureSEC source: 0001209191-12-009938 · 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: 307,712.3887 F1 · kind: Dividend Reinvestment under the Third Amended and Restated Dividend Reinvestment and Stock Purchase Plan. Read SEC document |
| January 31, 2011 Filed Feb 1, 2011 21:35 UTC | WELLTOWER INC. HCN · Entity 2853 | Tax withholdingCommon Stock | 8,598 | $49.08 | $421,989.84 |
DisclosureSEC source: 0001209191-11-006055 · 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: 295,924.9482 F2 · shares: Tax withholding in shares of common stock on 20,375 shares of restricted stock granted on January 31, 2011, which grant vested on January 31, 2011. Read SEC document |
| January 31, 2011 Filed Feb 1, 2011 21:35 UTC | WELLTOWER INC. HCN · Entity 2853 | GrantCommon Stock | 20,375 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-11-006055 · 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: 304,522.9482 F1 · 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 27, 2011 Filed Jan 31, 2011 21:06 UTC | WELLTOWER INC. HCN · Entity 2853 | GrantOption (Right to Buy) · Derivative | 79,751 | $0.00 Strike: $49.17 | $0.00 |
DisclosureSEC source: 0001209191-11-005761 · 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: 79,751 Underlying: Common · 79,751 shares Expires 2021-01-27 F4 · price: The options were granted under the Amended and Restated Health Care REIT, Inc. 2005 Long-Term Incentive Plan and had no acquisition price. F3 · derivative.exercise_date: Options for the purchase of 79,751 shares of common stock at $49.17 per share were granted to Mr. Chapman on January 27, 2011. Options for the purchase of 15,951 shares will vest on January 15, 2012 and options for the purchase of 15,950 shares will vest on January 15 of each of 2013, 2014, 2015 and 2016. F3 · derivative.underlying_shares: Options for the purchase of 79,751 shares of common stock at $49.17 per share were granted to Mr. Chapman on January 27, 2011. Options for the purchase of 15,951 shares will vest on January 15, 2012 and options for the purchase of 15,950 shares will vest on January 15 of each of 2013, 2014, 2015 and 2016. Read SEC document |
| January 27, 2011 Filed Jan 31, 2011 21:06 UTC | WELLTOWER INC. HCN · Entity 2853 | GrantCommon Stock | 46,712 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-11-005761 · 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: 284,147.9482 F1 · 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. Mr. Chapman received an award of 7,119 performance shares at the same time. This award will entitle him to receive shares of common stock, which vest in equal installments over a three-year period, if certain company-level performance measures are achieved in 2011. The performance shares are neither equity securities nor derivative securities as defined by the Commission for purposes of this Form and, accordingly, are not reported separately herein. Read SEC document |
| January 15, 2011 Filed Jan 19, 2011 22:32 UTC | WELLTOWER INC. HCN · Entity 2853 | Tax withholdingCommon Stock | 12,520 | $47.05 | $589,066.00 |
DisclosureSEC source: 0001209191-11-003895 · 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: 237,435.9482 Read SEC document |
| January 10, 2011 Filed Jan 14, 2011 21:54 UTC | WELLTOWER INC. HCN · Entity 2853 | OtherStock Option (Right to Buy) · Derivative | 14,102 | $0.00 Strike: $37.00 | $0.00 |
DisclosureSEC source: 0001209191-11-003257 · doc4.xml · derivative · entry 20 CHAPMAN GEORGE L · CIK 0001242815 · Director · Chairman, CEO and President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 84,820 Underlying: Common Stock · 14,102 shares Expires 2019-01-29 F1 · kind: Represents a transfer of 79,159.2953 shares and 116,746 stock options to the reporting person's ex-spouse pursuant to a divorce decree. An additional 36,513 shares and 35,832 stock options are subject to Notice of Appeal filed October 4, 2010 in connection with the divorce decree and will be placed in escrow pending final decision. The reporting person no longer reports as beneficially owned any securities which are beneficially owned by his ex-spouse. F9 · price: The options were granted under the Health Care REIT, Inc. 2005 Long-Term Incentive Plan and had no acquisition price. F22 · derivative.exercise_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. Of the remaining options, options for the purchase of 5,496 shares will vest on January 15, 2011, options for the purchase of 3,660 shares will vest on January 15, 2012, options for the purchase of 2,748 shares will vest on January 15, 2013 and options for the purchase of 2,198 shares will vest on January 15, 2014. These options are subject to Notice of Appeal filed October 4, 2010 in connection with the divorce decree and will be placed in escrow pending final decision. Read SEC document |
| January 10, 2011 Filed Jan 14, 2011 21:54 UTC | WELLTOWER INC. HCN · Entity 2853 | OtherStock Option (Right to Buy) · Derivative | 9,504 | $0.00 Strike: $40.83 | $0.00 |
DisclosureSEC source: 0001209191-11-003257 · doc4.xml · derivative · entry 19 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 79,159.2953 shares and 116,746 stock options to the reporting person's ex-spouse pursuant to a divorce decree. An additional 36,513 shares and 35,832 stock options are subject to Notice of Appeal filed October 4, 2010 in connection with the divorce decree and will be placed in escrow pending final decision. The reporting person no longer reports as beneficially owned any securities which are beneficially owned by his ex-spouse. F9 · price: The options were granted under the Health Care REIT, Inc. 2005 Long-Term Incentive Plan and had no acquisition price. F21 · derivative.exercise_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. Of the remaining options, options for the purchase of 4,042 shares will vest on January 15, 2011, options for the purchase of 3,035 shares will vest on January 15, 2012 and options for the purchase of 2,427 shares will vest on January 15, 2013. These options are subject to Notice of Appeal filed October 4, 2010 in connection with the divorce decree and will be placed in escrow pending final decision. Read SEC document |
| January 10, 2011 Filed Jan 14, 2011 21:54 UTC | WELLTOWER INC. HCN · Entity 2853 | OtherStock Option (Right to Buy) · Derivative | 1,932 | $0.00 Strike: $40.83 | $0.00 |
DisclosureSEC source: 0001209191-11-003257 · doc4.xml · derivative · entry 18 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 79,159.2953 shares and 116,746 stock options to the reporting person's ex-spouse pursuant to a divorce decree. An additional 36,513 shares and 35,832 stock options are subject to Notice of Appeal filed October 4, 2010 in connection with the divorce decree and will be placed in escrow pending final decision. The reporting person no longer reports as beneficially owned any securities which are beneficially owned by his ex-spouse. F9 · price: The options were granted under the Health Care REIT, Inc. 2005 Long-Term Incentive Plan and had no acquisition price. F20 · derivative.exercise_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. Of the remaining options, options for the purchase of 822 shares will vest on January 15, 2011, options for the purchase of 617 shares will vest on January 15, 2012 and options for the purchase of 493 shares will vest on January 15, 2013. These options are subject to Notice of Appeal filed October 4, 2010 in connection with the divorce decree and will be placed in escrow pending final decision. Read SEC document |
| January 10, 2011 Filed Jan 14, 2011 21:54 UTC | WELLTOWER INC. HCN · Entity 2853 | OtherStock Option (Right to Buy) · Derivative | 4,287 | $0.00 Strike: $45.73 | $0.00 |
DisclosureSEC source: 0001209191-11-003257 · doc4.xml · derivative · entry 17 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 79,159.2953 shares and 116,746 stock options to the reporting person's ex-spouse pursuant to a divorce decree. An additional 36,513 shares and 35,832 stock options are subject to Notice of Appeal filed October 4, 2010 in connection with the divorce decree and will be placed in escrow pending final decision. The reporting person no longer reports as beneficially owned any securities which are beneficially owned by his ex-spouse. F9 · price: The options were granted under the Health Care REIT, Inc. 2005 Long-Term Incentive Plan and had no acquisition price. F19 · derivative.exercise_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. Of the remaining options, options for the purchase of 2,382 shares will vest on January 15, 2011 and options for the purchase of 1,905 shares will vest on January 15, 2012. These options are subject to Notice of Appeal filed October 4, 2010 in connection with the divorce decree and will be placed in escrow pending final decision. Read SEC document |
| January 10, 2011 Filed Jan 14, 2011 21:54 UTC | WELLTOWER INC. HCN · Entity 2853 | OtherStock Option (Right to Buy) · Derivative | 1,448 | $0.00 Strike: $45.73 | $0.00 |
DisclosureSEC source: 0001209191-11-003257 · doc4.xml · derivative · entry 16 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 79,159.2953 shares and 116,746 stock options to the reporting person's ex-spouse pursuant to a divorce decree. An additional 36,513 shares and 35,832 stock options are subject to Notice of Appeal filed October 4, 2010 in connection with the divorce decree and will be placed in escrow pending final decision. The reporting person no longer reports as beneficially owned any securities which are beneficially owned by his ex-spouse. F9 · price: The options were granted under the Health Care REIT, Inc. 2005 Long-Term Incentive Plan and had no acquisition price. F18 · derivative.exercise_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. Of the remaining options, options for the purchase of 805 shares will vest on January 15, 2011 and options for the purchase of 643 shares will vest on January 15, 2012. These options are subject to Notice of Appeal filed October 4, 2010 in connection with the divorce decree and will be placed in escrow pending final decision. Read SEC document |
| January 10, 2011 Filed Jan 14, 2011 21:54 UTC | WELLTOWER INC. HCN · Entity 2853 | OtherStock Option (Right to Buy) · Derivative | 3,670 | $0.00 Strike: $36.50 | $0.00 |
DisclosureSEC source: 0001209191-11-003257 · doc4.xml · derivative · entry 15 CHAPMAN GEORGE L · CIK 0001242815 · Director · Chairman, CEO and President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 23,853 Underlying: Common Stock · 3,670 shares Expires 2016-01-23 F1 · kind: Represents a transfer of 79,159.2953 shares and 116,746 stock options to the reporting person's ex-spouse pursuant to a divorce decree. An additional 36,513 shares and 35,832 stock options are subject to Notice of Appeal filed October 4, 2010 in connection with the divorce decree and will be placed in escrow pending final decision. The reporting person no longer reports as beneficially owned any securities which are beneficially owned by his ex-spouse. F9 · price: The options were granted under the Health Care REIT, Inc. 2005 Long-Term Incentive Plan and had no acquisition price. F17 · derivative.exercise_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. Of the remaining options, options for the purchase of 3,670 shares will vest on January 15, 2011. These options are subject to Notice of Appeal filed October 4, 2010 in connection with the divorce decree and will be placed in escrow pending final decision. Read SEC document |
| January 10, 2011 Filed Jan 14, 2011 21:54 UTC | WELLTOWER INC. HCN · Entity 2853 | OtherStock Option (Right to Buy) · Derivative | 889 | $0.00 Strike: $36.50 | $0.00 |
DisclosureSEC source: 0001209191-11-003257 · doc4.xml · derivative · entry 14 CHAPMAN GEORGE L · CIK 0001242815 · Director · Chairman, CEO and President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,777 Underlying: Common Stock · 889 shares Expires 2016-01-23 F1 · kind: Represents a transfer of 79,159.2953 shares and 116,746 stock options to the reporting person's ex-spouse pursuant to a divorce decree. An additional 36,513 shares and 35,832 stock options are subject to Notice of Appeal filed October 4, 2010 in connection with the divorce decree and will be placed in escrow pending final decision. The reporting person no longer reports as beneficially owned any securities which are beneficially owned by his ex-spouse. F9 · price: The options were granted under the Health Care REIT, Inc. 2005 Long-Term Incentive Plan and had no acquisition price. F16 · derivative.exercise_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. Of the remaining options, options for the purchase of 889 shares will vest on January 15, 2011. These options are subject to Notice of Appeal filed October 4, 2010 in connection with the divorce decree and will be placed in escrow pending final decision. Read SEC document |
| January 10, 2011 Filed Jan 14, 2011 21:54 UTC | WELLTOWER INC. HCN · Entity 2853 | OtherStock Option (Right to Buy) · Derivative | 10,992 | $0.00 Strike: $37.00 | $0.00 |
DisclosureSEC source: 0001209191-11-003257 · doc4.xml · derivative · entry 13 CHAPMAN GEORGE L · CIK 0001242815 · Director · Chairman, CEO and President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 98,922 Underlying: Common Stock · 10,992 shares Expires 2019-01-29 F1 · kind: Represents a transfer of 79,159.2953 shares and 116,746 stock options to the reporting person's ex-spouse pursuant to a divorce decree. An additional 36,513 shares and 35,832 stock options are subject to Notice of Appeal filed October 4, 2010 in connection with the divorce decree and will be placed in escrow pending final decision. The reporting person no longer reports as beneficially owned any securities which are beneficially owned by his ex-spouse. F9 · price: The options were granted under the Health Care REIT, Inc. 2005 Long-Term Incentive Plan and had no acquisition price. F15 · derivative.exercise_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. Options for the purchase of 21,983 shares vested on January 15, 2010, options for the purchase of 21,983 shares will vest on January 15 of each of 2011, 2012 and 2013 and options for the purchase of 21,982 will vest on January 15, 2014. Read SEC document |
| January 10, 2011 Filed Jan 14, 2011 21:54 UTC | WELLTOWER INC. HCN · Entity 2853 | OtherStock Option (Right to Buy) · Derivative | 12,138 | $0.00 Strike: $40.83 | $0.00 |
DisclosureSEC source: 0001209191-11-003257 · doc4.xml · derivative · entry 12 CHAPMAN GEORGE L · CIK 0001242815 · Director · Chairman, CEO and President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 48,550 Underlying: Common Stock · 12,138 shares Expires 2018-01-21 F1 · kind: Represents a transfer of 79,159.2953 shares and 116,746 stock options to the reporting person's ex-spouse pursuant to a divorce decree. An additional 36,513 shares and 35,832 stock options are subject to Notice of Appeal filed October 4, 2010 in connection with the divorce decree and will be placed in escrow pending final decision. The reporting person no longer reports as beneficially owned any securities which are beneficially owned by his ex-spouse. F9 · price: The options were granted under the Health Care REIT, Inc. 2005 Long-Term Incentive Plan and had no acquisition price. F14 · derivative.exercise_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. Options for the purchase of 12,138 shares vested on January 15 of each of 2009 and 2010, options for the purchase of 12,138 will vest on January 15, 2011 and options for the purchase of 12,137 shares will vest on January 15 of each of 2012 and 2013. Read SEC document |
| January 10, 2011 Filed Jan 14, 2011 21:54 UTC | WELLTOWER INC. HCN · Entity 2853 | OtherStock Option (Right to Buy) · Derivative | 2,468 | $0.00 Strike: $40.83 | $0.00 |
DisclosureSEC source: 0001209191-11-003257 · doc4.xml · derivative · entry 11 CHAPMAN GEORGE L · CIK 0001242815 · Director · Chairman, CEO and President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,873 Underlying: Common Stock · 2,468 shares Expires 2018-01-21 F1 · kind: Represents a transfer of 79,159.2953 shares and 116,746 stock options to the reporting person's ex-spouse pursuant to a divorce decree. An additional 36,513 shares and 35,832 stock options are subject to Notice of Appeal filed October 4, 2010 in connection with the divorce decree and will be placed in escrow pending final decision. The reporting person no longer reports as beneficially owned any securities which are beneficially owned by his ex-spouse. F9 · price: The options were granted under the Health Care REIT, Inc. 2005 Long-Term Incentive Plan and had no acquisition price. F13 · derivative.exercise_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. Options for the purchase of 2,469 shares vested on January 15, 2009, options for the purchase of 2,468 shares vested on January 15, 2010 and options for the purchase of 2,468 will vest on January 15 of each of 2011, 2012 and 2013. Read SEC document |
| January 10, 2011 Filed Jan 14, 2011 21:54 UTC | WELLTOWER INC. HCN · Entity 2853 | OtherStock Option (Right to Buy) · Derivative | 9,527 | $0.00 Strike: $45.73 | $0.00 |
DisclosureSEC source: 0001209191-11-003257 · 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: 22,229 Underlying: Common Stock · 9,527 shares Expires 2017-01-22 F1 · kind: Represents a transfer of 79,159.2953 shares and 116,746 stock options to the reporting person's ex-spouse pursuant to a divorce decree. An additional 36,513 shares and 35,832 stock options are subject to Notice of Appeal filed October 4, 2010 in connection with the divorce decree and will be placed in escrow pending final decision. The reporting person no longer reports as beneficially owned any securities which are beneficially owned by his ex-spouse. F9 · price: The options were granted under the Health Care REIT, Inc. 2005 Long-Term Incentive Plan and had no acquisition price. F12 · derivative.exercise_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. Options for the purchase of 6,352 shares vested on January 15, 2008, options for the purchase of 6,351 shares vested on January 15 of each of 2009 and 2010 and options for the purchase of 6,351 shares will vest on January 15 of each of 2011 and 2012. 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.