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 10, 2011 Filed Jan 14, 2011 21:54 UTC | WELLTOWER INC. HCN · Entity 2853 | OtherStock Option (Right to Buy) · Derivative | 3,218 | $0.00 Strike: $45.73 | $0.00 |
DisclosureSEC source: 0001209191-11-003257 · 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: 7,509 Underlying: Common Stock · 3,218 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. F11 · 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. Options for the purchase of 2,146 shares vested on January 15 of each of 2008 and 2009, options for the purchase of 2,145 shares vested on January 15, 2010 and options for the purchase of 2,145 shares will vest on January 15 of each of 2011 and 2012. Read SEC document |
| January 10, 2011 Filed Jan 14, 2011 21:54 UTC | WELLTOWER INC. HCN · Entity 2853 | OtherStock Option (Right to Buy) · Derivative | 18,349 | $0.00 Strike: $36.50 | $0.00 |
DisclosureSEC source: 0001209191-11-003257 · 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: 27,523 Underlying: Common Stock · 18,349 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. F10 · 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. Options for the purchase of 9,175 shares vested on January 15 of each of 2007 and 2008, options for the purchase of 9,174 shares vested on January 15 of each of 2009 and 2010 and options for the purchase of 9,174 will vest on January 15, 2011. Read SEC document |
| January 10, 2011 Filed Jan 14, 2011 21:54 UTC | WELLTOWER INC. HCN · Entity 2853 | OtherStock Option (Right to Buy) · Derivative | 4,445 | $0.00 Strike: $36.50 | $0.00 |
DisclosureSEC source: 0001209191-11-003257 · 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: 6,666 Underlying: Common Stock · 4,445 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. F8 · 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. Options for the purchase of 2,223 shares vested on January 15, 2007, options for the purchase of 2,222 shares vested on January 15 of each of 2008, 2009 and 2010 and options for the purchase of 2,222 shares will vest on January 15, 2011. Read SEC document |
| January 10, 2011 Filed Jan 14, 2011 21:54 UTC | WELLTOWER INC. HCN · Entity 2853 | OtherStock Option (Right to Buy) · Derivative | 11,599 | $0.00 Strike: $34.88 | $0.00 |
DisclosureSEC source: 0001209191-11-003257 · 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: 11,599 Underlying: Common Stock · 11,599 shares Expires 2015-01-24 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. F4 · price: The options were granted under the Health Care REIT, Inc. 1995 Stock Incentive Plan and had no acquisition price. F7 · derivative.exercise_date: Options for the purchase of 23,198 shares of common stock at $34.88 per share were granted to Mr. Chapman on January 24, 2005, which grant has been previously reported. Options for the purchase of 4,640 shares vested on January 15 of each of 2006, 2007 and 2008, and options for the purchase of 4,639 shares vested on January 15 of each of 2009 and 2010. Read SEC document |
| January 10, 2011 Filed Jan 14, 2011 21:54 UTC | WELLTOWER INC. HCN · Entity 2853 | OtherStock Option (Right to Buy) · Derivative | 21,131 | $0.00 Strike: $37.00 | $0.00 |
DisclosureSEC source: 0001209191-11-003257 · 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: 16,905 Underlying: Common Stock · 21,131 shares Expires 2014-01-26 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. F4 · price: The options were granted under the Health Care REIT, Inc. 1995 Stock Incentive Plan and had no acquisition price. F6 · derivative.exercise_date: Options for the purchase of 42,262 shares of common stock at $37.00 per share were granted to Mr. Chapman on January 26, 2004, which grant has been previously reported. The partial exercise of these options for the purchase of 4,226 shares has been previously reported. Options for the purchase of 4,227 shares vested on January 15, 2005, options for the purchase of 8,453 shares vested on January 15, 2006, and options for the purchase of 8,452 shares vested on January 15 of each of 2007, 2008 and 2009. Read SEC document |
| January 10, 2011 Filed Jan 14, 2011 21:54 UTC | WELLTOWER INC. HCN · Entity 2853 | OtherStock Option (Right to Buy) · Derivative | 17,879 | $0.00 Strike: $25.82 | $0.00 |
DisclosureSEC source: 0001209191-11-003257 · 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: 0 Underlying: Common Stock · 17,879 shares Expires 2013-01-27 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. F4 · 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 104,395 shares of common stock at $25.82 per share were granted to Mr. Chapman on January 27, 2003, which grant has been previously reported. The partial exercise of these options for the purchase of 86,516 shares has been previously reported. Of the remaining options, options for the purchase of 7,440 shares vested on January 15, 2007 and options for the purchase of 10,439 shares vested on January 15, 2008. Read SEC document |
| January 10, 2011 Filed Jan 14, 2011 21:54 UTC | WELLTOWER INC. HCN · Entity 2853 | OtherStock Option (Right to Buy) · Derivative | 5,000 | $0.00 Strike: $24.42 | $0.00 |
DisclosureSEC source: 0001209191-11-003257 · 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: 0 Underlying: Common Stock · 5,000 shares Expires 2011-12-12 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. 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 175,000 shares of common stock at $24.42 per share were granted to Mr. Chapman on December 12, 2001, which grant has been previously reported. The partial exercise of these options for the purchase of 170,000 shares has been previously reported. Of the remaining options, options for the purchase of 5,000 shares vested on December 15, 2006. Read SEC document |
| January 10, 2011 Filed Jan 14, 2011 21:54 UTC | WELLTOWER INC. HCN · Entity 2853 | OtherCommon Stock | 79,159.2953 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-11-003257 · 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: 249,955.9482 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. Read SEC document |
| December 15, 2010 Filed Dec 17, 2010 21:24 UTC | WELLTOWER INC. HCN · Entity 2853 | Exercise / conversionStock Option (Right to Buy) · Derivative | 4,226 | $0.00 Strike: $37.00 | $0.00 |
DisclosureSEC source: 0001209191-10-061396 · 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: 38,036 Underlying: Common Stock · 42,262 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 42,262 shares of common stock at $37.00 per share were granted to Mr. Chapman on January 26, 2004, which grant has previously been reported. Options for the purchase of 8,453 shares vested on January 15 of each of 2005 and 2006 and options for the purchase of 8,452 shares vested on January 15 of each of 2007, 2008 and 2009. F3 · derivative.underlying_shares: Options for the purchase of 42,262 shares of common stock at $37.00 per share were granted to Mr. Chapman on January 26, 2004, which grant has previously been reported. Options for the purchase of 8,453 shares vested on January 15 of each of 2005 and 2006 and options for the purchase of 8,452 shares vested on January 15 of each of 2007, 2008 and 2009. F3 · balance_after: Options for the purchase of 42,262 shares of common stock at $37.00 per share were granted to Mr. Chapman on January 26, 2004, which grant has previously been reported. Options for the purchase of 8,453 shares vested on January 15 of each of 2005 and 2006 and options for the purchase of 8,452 shares vested on January 15 of each of 2007, 2008 and 2009. Read SEC document |
| December 15, 2010 Filed Dec 17, 2010 21:24 UTC | WELLTOWER INC. HCN · Entity 2853 | SaleCommon Stock | 7,930 | $44.84 | $355,579.61 |
DisclosureSEC source: 0001209191-10-061396 · 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: 329,115.2435 F1 · kind: The shares covered by this Form 4 have been sold pursuant to a Rule 10b5-1 Sales Plan dated September 13, 2010. Read SEC document |
| December 15, 2010 Filed Dec 17, 2010 21:24 UTC | WELLTOWER INC. HCN · Entity 2853 | Exercise / conversionCommon Stock | 4,226 | $37.00 | $156,362.00 |
DisclosureSEC source: 0001209191-10-061396 · 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: 337,045.2435 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| November 19, 2010 Filed Feb 15, 2011 00:20 UTC | WELLTOWER INC. HCN · Entity 2853 | OtherCommon Stock | 202.1155 | $46.56 | $9,410.05 |
DisclosureSEC source: 0001209191-11-009334 · doc5.xml · nonDerivative · entry 8 CHAPMAN GEORGE L · CIK 0001242815 · Director · Chairman, CEO and President 10b5-1 filing: Not disclosed Ownership: Indirect · IRA Disclosed balance after: 13,644.2604 F1 · kind: Dividend Reinvestment under the Third Amended and Restated Dividend Reinvestment and Stock Purchase Plan. F2 · ownership.nature: George L. Chapman III SSB IRA Rollover Custodian. Read SEC document |
| November 19, 2010 Filed Feb 15, 2011 00:20 UTC | WELLTOWER INC. HCN · Entity 2853 | OtherCommon Stock | 54.0231 | $46.56 | $2,515.20 |
DisclosureSEC source: 0001209191-11-009334 · 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: 296,358.5149 F1 · kind: Dividend Reinvestment under the Third Amended and Restated Dividend Reinvestment and Stock Purchase Plan. Read SEC document |
| November 15, 2010 Filed Nov 17, 2010 21:42 UTC | WELLTOWER INC. HCN · Entity 2853 | Exercise / conversionStock Option (Right to Buy) · Derivative | 10,440 | $0.00 Strike: $25.82 | $0.00 |
DisclosureSEC source: 0001209191-10-055540 · 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: 17,879 Underlying: Common Stock · 28,319 shares Expires 2013-01-27 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. 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 104,395 shares of common stock at $25.82 per share were granted to Mr. Chapman on January 27, 2003, which grant has previously been reported. The partial exercise of these options for the purchase of 76,076 shares has previously been reported. Of the remaining optoins, options for the purchase of 7,440 shares vested on January 15, 2007 and options for the purchase of 20,879 shares vested on January 15, 2008. F3 · derivative.underlying_shares: Options for the purchase of 104,395 shares of common stock at $25.82 per share were granted to Mr. Chapman on January 27, 2003, which grant has previously been reported. The partial exercise of these options for the purchase of 76,076 shares has previously been reported. Of the remaining optoins, options for the purchase of 7,440 shares vested on January 15, 2007 and options for the purchase of 20,879 shares vested on January 15, 2008. Read SEC document |
| November 15, 2010 Filed Nov 17, 2010 21:42 UTC | WELLTOWER INC. HCN · Entity 2853 | SaleCommon Stock | 17,848 | $47.11 | $840,797.86 |
DisclosureSEC source: 0001209191-10-055540 · 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: 332,819.2435 F1 · kind: The shares covered by this Form 4 have been sold pursuant to a Rule 10b5-1 Sales Plan dated September 13, 2010. Read SEC document |
| November 15, 2010 Filed Nov 17, 2010 21:42 UTC | WELLTOWER INC. HCN · Entity 2853 | Exercise / conversionCommon Stock | 10,440 | $25.82 | $269,560.80 |
DisclosureSEC source: 0001209191-10-055540 · 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: 350,667.2435 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| October 15, 2010 Filed Oct 19, 2010 21:12 UTC | WELLTOWER INC. HCN · Entity 2853 | Exercise / conversionStock Option (Right to Buy) · Derivative | 7,439 | $0.00 Strike: $25.82 | $0.00 |
DisclosureSEC source: 0001209191-10-051003 · 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: 28,319 Underlying: Common Stock · 35,758 shares Expires 2013-01-27 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. 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 104,395 shares of common stock at $25.82 per share were granted to Mr. Chapman on January 27, 2003, which grant has previously been reported. The partial exercise of these options for the purchase of 68,637 shares has previously been reported. Of the remaining optoins, options for the purchase of 14,879 shares vested on January 15, 2007 and options for the purchase of 20,879 shares vested on January 15, 2008. F3 · derivative.underlying_shares: Options for the purchase of 104,395 shares of common stock at $25.82 per share were granted to Mr. Chapman on January 27, 2003, which grant has previously been reported. The partial exercise of these options for the purchase of 68,637 shares has previously been reported. Of the remaining optoins, options for the purchase of 14,879 shares vested on January 15, 2007 and options for the purchase of 20,879 shares vested on January 15, 2008. Read SEC document |
| October 15, 2010 Filed Oct 19, 2010 21:12 UTC | WELLTOWER INC. HCN · Entity 2853 | SaleCommon Stock | 11,143 | $49.57 | $552,389.71 |
DisclosureSEC source: 0001209191-10-051003 · 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: 340,227.2435 F1 · kind: The shares covered by this Form 4 have been sold pursuant to a Rule 10b5-1 Sales Plan dated September 13, 2010. Read SEC document |
| October 15, 2010 Filed Oct 19, 2010 21:12 UTC | WELLTOWER INC. HCN · Entity 2853 | Exercise / conversionCommon Stock | 7,439 | $25.82 | $192,074.98 |
DisclosureSEC source: 0001209191-10-051003 · 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: 351,370.2435 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| September 15, 2010 Filed Sep 17, 2010 20:33 UTC | WELLTOWER INC. HCN · Entity 2853 | Disposition to issuerStock Option (Right to Buy) · Derivative | 5,000 | $0.00 Strike: $24.42 | $0.00 |
DisclosureSEC source: 0001209191-10-046797 · 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: 5,000 Underlying: Common Stock · 10,000 shares Expires 2011-12-12 Read SEC document |
| September 15, 2010 Filed Sep 17, 2010 20:33 UTC | WELLTOWER INC. HCN · Entity 2853 | SaleCommon Stock | 10,223 | $47.03 | $480,817.34 |
DisclosureSEC source: 0001209191-10-046797 · 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: 343,931.2435 F1 · kind: The shares covered by this Form 4 have been sold pursuant to a Rule 10b5-1 Sales Plan dated September 13, 2010. Read SEC document |
| September 15, 2010 Filed Sep 17, 2010 20:33 UTC | WELLTOWER INC. HCN · Entity 2853 | Exercise / conversionCommon Stock | 5,000 | $24.42 | $122,100.00 |
DisclosureSEC source: 0001209191-10-046797 · 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: 354,154.2435 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, 2010 Filed Feb 15, 2011 00:20 UTC | WELLTOWER INC. HCN · Entity 2853 | OtherCommon Stock | 202.1155 | $44.18 | $8,930.13 |
DisclosureSEC source: 0001209191-11-009334 · doc5.xml · nonDerivative · entry 7 CHAPMAN GEORGE L · CIK 0001242815 · Director · Chairman, CEO and President 10b5-1 filing: Not disclosed Ownership: Indirect · IRA Disclosed balance after: 13,442.1449 F1 · kind: Dividend Reinvestment under the Third Amended and Restated Dividend Reinvestment and Stock Purchase Plan. F2 · ownership.nature: George L. Chapman III SSB IRA Rollover Custodian. Read SEC document |
| August 20, 2010 Filed Feb 15, 2011 00:20 UTC | WELLTOWER INC. HCN · Entity 2853 | OtherCommon Stock | 122.6618 | $44.18 | $5,419.60 |
DisclosureSEC source: 0001209191-11-009334 · 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: 296,304.4918 F1 · kind: Dividend Reinvestment under the Third Amended and Restated Dividend Reinvestment and Stock Purchase Plan. Read SEC document |
| May 20, 2010 Filed Feb 15, 2011 00:20 UTC | WELLTOWER INC. HCN · Entity 2853 | OtherCommon Stock | 223.9049 | $41.10 | $9,201.44 |
DisclosureSEC source: 0001209191-11-009334 · doc5.xml · nonDerivative · entry 6 CHAPMAN GEORGE L · CIK 0001242815 · Director · Chairman, CEO and President 10b5-1 filing: Not disclosed Ownership: Indirect · IRA Disclosed balance after: 13,240.0294 F1 · kind: Dividend Reinvestment under the Third Amended and Restated Dividend Reinvestment and Stock Purchase Plan. F2 · ownership.nature: George L. Chapman III SSB IRA Rollover Custodian. Read SEC document |
| May 20, 2010 Filed Feb 15, 2011 00:20 UTC | WELLTOWER INC. HCN · Entity 2853 | OtherCommon Stock | 129.7054 | $41.10 | $5,330.28 |
DisclosureSEC source: 0001209191-11-009334 · 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: 296,181.83 F1 · kind: Dividend Reinvestment under the Third Amended and Restated Dividend Reinvestment and Stock Purchase Plan. Read SEC document |
| February 19, 2010 Filed Feb 15, 2011 00:20 UTC | WELLTOWER INC. HCN · Entity 2853 | OtherCommon Stock | 206.4605 | $40.21 | $8,302.25 |
DisclosureSEC source: 0001209191-11-009334 · doc5.xml · nonDerivative · entry 5 CHAPMAN GEORGE L · CIK 0001242815 · Director · Chairman, CEO and President 10b5-1 filing: Not disclosed Ownership: Indirect · IRA Disclosed balance after: 13,016.1245 F1 · kind: Dividend Reinvestment under the Third Amended and Restated Dividend Reinvestment and Stock Purchase Plan. F2 · ownership.nature: George L. Chapman III SSB IRA Rollover Custodian. Read SEC document |
| February 19, 2010 Filed Feb 15, 2011 00:20 UTC | WELLTOWER INC. HCN · Entity 2853 | OtherCommon Stock | 127.1764 | $40.21 | $5,114.06 |
DisclosureSEC source: 0001209191-11-009334 · 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: 296,052.1246 F1 · kind: Dividend Reinvestment under the Third Amended and Restated Dividend Reinvestment and Stock Purchase Plan. Read SEC document |
| January 31, 2010 Filed Feb 1, 2010 21:52 UTC | WELLTOWER INC. HCN · Entity 2853 | Tax withholdingCommon Stock | 25,320 | $43.00 | $1,088,760.00 |
DisclosureSEC source: 0001209191-10-005816 · 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: 348,615.5905 F5 · shares: Tax withholding in shares of common stock on 60,000 shares of restricted stock granted on January 22, 2007, which grant was previously reported, and vested on January 31, 2010. Read SEC document |
| January 31, 2010 Filed Feb 1, 2010 21:52 UTC | WELLTOWER INC. HCN · Entity 2853 | Tax withholdingCommon Stock | 2,676 | $43.00 | $115,068.00 |
DisclosureSEC source: 0001209191-10-005816 · 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: 373,935.5905 F4 · shares: Tax withholding in shares of common stock on dividend equivalent rights, payable in shares of common stock, on 30,000 performance share rights, calculated and payable at time of full vesting of the rights. Read SEC document |
| January 31, 2010 Filed Feb 1, 2010 21:52 UTC | WELLTOWER INC. HCN · Entity 2853 | Tax withholdingCommon Stock | 25,320 | $43.00 | $1,088,760.00 |
DisclosureSEC source: 0001209191-10-005816 · 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: 376,611.5905 F3 · shares: Tax withholding in shares of common stock on 60,000 performance share rights, calculated and payable at time of full vesting of the rights. Read SEC document |
| January 31, 2010 Filed Feb 1, 2010 21:52 UTC | WELLTOWER INC. HCN · Entity 2853 | GrantCommon Stock | 6,342 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-10-005816 · 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: 401,931.5905 F2 · shares: The reported transaction was the satisfaction of performance contingencies applicable to the accrual of dividend equivalent rights, payable in shares of common stock, on 30,000 of the 60,000 performance share rights granted without cash consideration on January 22, 2007 under the Health Care REIT, Inc. 2005 Long-Term Incentive Plan. The shares remained subject to the further condition of continued employment until January 31, 2010. F2 · price: The reported transaction was the satisfaction of performance contingencies applicable to the accrual of dividend equivalent rights, payable in shares of common stock, on 30,000 of the 60,000 performance share rights granted without cash consideration on January 22, 2007 under the Health Care REIT, Inc. 2005 Long-Term Incentive Plan. The shares remained subject to the further condition of continued employment until January 31, 2010. Read SEC document |
| January 31, 2010 Filed Feb 1, 2010 21:52 UTC | WELLTOWER INC. HCN · Entity 2853 | GrantCommon Stock | 60,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-10-005816 · 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: 395,589.5905 F1 · shares: The reported transaction was the satisfaction of performance contingencies applicable to 60,000 performance share rights granted without cash consideration on January 22, 2007 under the Health Care REIT, Inc. 2005 Long-Term Incentive Plan. The shares remained subject to the further condition of continued employment until January 31, 2010. F1 · price: The reported transaction was the satisfaction of performance contingencies applicable to 60,000 performance share rights granted without cash consideration on January 22, 2007 under the Health Care REIT, Inc. 2005 Long-Term Incentive Plan. The shares remained subject to the further condition of continued employment until January 31, 2010. Read SEC document |
| January 28, 2010 Filed Jan 29, 2010 21:10 UTC | WELLTOWER INC. HCN · Entity 2853 | GrantOption (Right to Buy) · Derivative | 95,453 | $0.00 Strike: $43.29 | $0.00 |
DisclosureSEC source: 0001209191-10-005560 · 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: 95,453 Underlying: Common · 95,453 shares Expires 2020-01-28 F6 · price: The options were granted under the Amended and Restated Health Care REIT, Inc. 2005 Long-Term Incentive Plan and had no acquisition price. F5 · 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. Options for the purchase of 19,091 shares will vest on January 15 of each of 2011, 2012 and 2013 and options for the purchase of 19,090 shares will vest on January 15 of each of 2014 and 2015. F5 · 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. Options for the purchase of 19,091 shares will vest on January 15 of each of 2011, 2012 and 2013 and options for the purchase of 19,090 shares will vest on January 15 of each of 2014 and 2015. Read SEC document |
| January 28, 2010 Filed Jan 29, 2010 21:10 UTC | WELLTOWER INC. HCN · Entity 2853 | GrantCommon Stock | 51,729 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-10-005560 · 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: 335,589.5905 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, 2010 Filed Jan 20, 2010 15:03 UTC | WELLTOWER INC. HCN · Entity 2853 | Tax withholdingCommon Stock | 10,261 | $44.30 | $454,562.30 |
DisclosureSEC source: 0001209191-10-003778 · 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: 283,860.5905 Read SEC document |
| November 20, 2009 Filed Feb 12, 2010 20:04 UTC | WELLTOWER INC. HCN · Entity 2853 | OtherCommon Stock | 192.9678 | $42.44 | $8,190.29 |
DisclosureSEC source: 0001209191-10-008877 · doc5.xml · nonDerivative · entry 8 CHAPMAN GEORGE L · CIK 0001242815 · Director · Chairman, CEO and President 10b5-1 filing: Not disclosed Ownership: Indirect · IRA Disclosed balance after: 12,809.664 F1 · kind: Dividend Reinvestment under the Second Amended and Restated Dividend Reinvestment and Stock Purchase Plan. F2 · ownership.nature: George L. Chapman III SSB IRA Rollover Custodian. Read SEC document |
| November 20, 2009 Filed Feb 12, 2010 20:04 UTC | WELLTOWER INC. HCN · Entity 2853 | OtherCommon Stock | 119.1944 | $42.44 | $5,059.06 |
DisclosureSEC source: 0001209191-10-008877 · 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: 349,154.2435 F1 · kind: Dividend Reinvestment under the Second Amended and Restated Dividend Reinvestment and Stock Purchase Plan. Read SEC document |
| August 20, 2009 Filed Feb 12, 2010 20:04 UTC | WELLTOWER INC. HCN · Entity 2853 | OtherCommon Stock | 198.8262 | $40.23 | $7,998.98 |
DisclosureSEC source: 0001209191-10-008877 · doc5.xml · nonDerivative · entry 7 CHAPMAN GEORGE L · CIK 0001242815 · Director · Chairman, CEO and President 10b5-1 filing: Not disclosed Ownership: Indirect · IRA Disclosed balance after: 12,616.6962 F1 · kind: Dividend Reinvestment under the Second Amended and Restated Dividend Reinvestment and Stock Purchase Plan. F2 · ownership.nature: George L. Chapman III SSB IRA Rollover Custodian. Read SEC document |
| August 20, 2009 Filed Feb 12, 2010 20:04 UTC | WELLTOWER INC. HCN · Entity 2853 | OtherCommon Stock | 123.4677 | $40.23 | $4,967.23 |
DisclosureSEC source: 0001209191-10-008877 · 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: 349,035.0491 F1 · kind: Dividend Reinvestment under the Second Amended and Restated Dividend Reinvestment and Stock Purchase Plan. Read SEC document |
| May 20, 2009 Filed Feb 12, 2010 20:04 UTC | WELLTOWER INC. HCN · Entity 2853 | OtherCommon Stock | 256.3493 | $32.59 | $8,355.14 |
DisclosureSEC source: 0001209191-10-008877 · doc5.xml · nonDerivative · entry 6 CHAPMAN GEORGE L · CIK 0001242815 · Director · Chairman, CEO and President 10b5-1 filing: Not disclosed Ownership: Indirect · IRA Disclosed balance after: 12,417.87 F1 · kind: Dividend Reinvestment under the Second Amended and Restated Dividend Reinvestment and Stock Purchase Plan. F2 · ownership.nature: George L. Chapman III SSB IRA Rollover Custodian. Read SEC document |
| May 20, 2009 Filed Feb 12, 2010 20:04 UTC | WELLTOWER INC. HCN · Entity 2853 | OtherCommon Stock | 151.5212 | $32.59 | $4,938.50 |
DisclosureSEC source: 0001209191-10-008877 · 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: 348,911.5814 F1 · kind: Dividend Reinvestment under the Second Amended and Restated Dividend Reinvestment and Stock Purchase Plan. Read SEC document |
| February 20, 2009 Filed Feb 12, 2010 20:04 UTC | WELLTOWER INC. HCN · Entity 2853 | OtherCommon Stock | 244.5973 | $33.28 | $8,139.90 |
DisclosureSEC source: 0001209191-10-008877 · doc5.xml · nonDerivative · entry 5 CHAPMAN GEORGE L · CIK 0001242815 · Director · Chairman, CEO and President 10b5-1 filing: Not disclosed Ownership: Indirect · IRA Disclosed balance after: 12,161.5207 F1 · kind: Dividend Reinvestment under the Second Amended and Restated Dividend Reinvestment and Stock Purchase Plan. F2 · ownership.nature: George L. Chapman III SSB IRA Rollover Custodian. Read SEC document |
| February 20, 2009 Filed Feb 12, 2010 20:04 UTC | WELLTOWER INC. HCN · Entity 2853 | OtherCommon Stock | 144.4697 | $33.28 | $4,807.78 |
DisclosureSEC source: 0001209191-10-008877 · 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: 348,760.0602 F1 · kind: Dividend Reinvestment under the Second Amended and Restated Dividend Reinvestment and Stock Purchase Plan. Read SEC document |
| January 29, 2009 Filed Feb 2, 2009 19:23 UTC | WELLTOWER INC. HCN · Entity 2853 | GrantOption (Right to Buy) · Derivative | 109,914 | $0.00 Strike: $37.00 | $0.00 |
DisclosureSEC source: 0001209191-09-005786 · 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: 109,914 Underlying: Common · 109,914 shares Expires 2019-01-29 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 109,914 shares of common stock at $37.00 per share were granted to Mr. Chapman on January 29, 2009. Options for the purchase of 21,983 shares will vest on January 15 of each 2010, 2011, 2012 and 2013 and options for the purchase of 21,982 shares will vest on January 15, 2014. F5 · derivative.underlying_shares: 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. Options for the purchase of 21,983 shares will vest on January 15 of each 2010, 2011, 2012 and 2013 and options for the purchase of 21,982 shares will vest on January 15, 2014. Read SEC document |
| January 29, 2009 Filed Feb 2, 2009 19:23 UTC | WELLTOWER INC. HCN · Entity 2853 | GrantCommon Stock | 39,034 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-09-005786 · 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: 293,688.2303 F1 · price: The shares were granted without cash consideration as shares of restricted stock under the Health Care REIT, Inc. 2005 Long-Term Incentive Plan. Read SEC document |
| January 15, 2009 Filed Jan 16, 2009 21:45 UTC | WELLTOWER INC. HCN · Entity 2853 | Tax withholdingCommon Stock | 8,913 | $37.35 | $332,900.55 |
DisclosureSEC source: 0001209191-09-003553 · doc4.xml · nonDerivative · entry 1 CHAPMAN GEORGE L · CIK 0001242815 · Director · Chairman and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 254,654.2303 Read SEC document |
| November 20, 2008 Filed Feb 13, 2009 20:39 UTC | WELLTOWER INC. HCN · Entity 2853 | OtherCommon Stock | 91.0899 | $35.79 | $3,259.72 |
DisclosureSEC source: 0001209191-09-008967 · doc5.xml · nonDerivative · entry 12 CHAPMAN GEORGE L · CIK 0001242815 · Director · Chairman, CEO and President 10b5-1 filing: Not disclosed Ownership: Indirect · Account for Son Disclosed balance after: 4,350.8904 F1 · kind: Dividend Reinvestment under the Amended and Restated Dividend Reinvestment and Stock Purchase Plan. F3 · balance_after: George L. Chapman disclaims beneficial ownership of these securities, and this report shall not be deemed an admission that he was or is the beneficial owner of such securities for purposes of Section 16 or for any other purpose. F4 · ownership.nature: Account for son of George L. Chapman. Read SEC document |
| November 20, 2008 Filed Feb 13, 2009 20:39 UTC | WELLTOWER INC. HCN · Entity 2853 | OtherCommon Stock | 249.4921 | $35.79 | $8,928.25 |
DisclosureSEC source: 0001209191-09-008967 · doc5.xml · nonDerivative · entry 8 CHAPMAN GEORGE L · CIK 0001242815 · Director · Chairman, CEO and President 10b5-1 filing: Not disclosed Ownership: Indirect · IRA Disclosed balance after: 11,916.9234 F1 · kind: Dividend Reinvestment under the Amended and Restated Dividend Reinvestment and Stock Purchase Plan. F2 · ownership.nature: George L. Chapman III SSB IRA Rollover Custodian. Read SEC document |
| November 20, 2008 Filed Feb 13, 2009 20:39 UTC | WELLTOWER INC. HCN · Entity 2853 | OtherCommon Stock | 136.23 | $35.79 | $4,875.09 |
DisclosureSEC source: 0001209191-09-008967 · 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: 294,121.5905 F1 · kind: Dividend Reinvestment under the Amended and Restated Dividend Reinvestment and Stock Purchase Plan. Read SEC document |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.