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person · Reporting owner

CHAPMAN GEORGE L

Disclosed activity across 2 companies

Tapewire entity
16550
SEC CIK
0001242815

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Reported relationships

Latest disclosed role at each company.

CompanyLast reported asReport datePublished
National Storage Affiliates TrustNSA · Entity 29115DirectorMay 27, 2022June 01, 2022
WELLTOWER INC.HCN · Entity 2853Director · Chairman, CEO and PresidentDecember 31, 2013February 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 / awardOwnership accountDisclosed shares / unitsDisclosure context
Class A OP UnitsSEC Table II · derivative / convertible securityIndirectSee Footnote46,723 Reported balance After 2022-05-27 transaction · row 1 Instrument identity requires review; Table II rows are not merged.
1 source row

Row 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 securityIndirectSee Footnote46,723 Reported balance After 2022-05-27 transaction · row 3 Instrument identity requires review; Table II rows are not merged.
1 source row

Row 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 securityIndirectSee Footnote7,390 Reported balance After 2022-05-27 transaction · row 2 Instrument identity requires review; Table II rows are not merged.
1 source row

Row 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 / awardOwnership accountDisclosed shares / unitsDisclosure context
Common StockSEC Table I · non-derivativeDirect276,095.6769 Ending reported balance After 2013-11-20 transaction · row 4
4 source rows · reconciled sequence

Row 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-derivativeIndirectIRA6,822 Reported balance Holding disclosure · report date 2013-12-31 · row 5 Holding and transaction disclosures are not merged.
1 source row

Row 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

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Purchases/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 dateCompanyActivity / securityShares / unitsReported priceReported valueDetails
January 18, 2005 Filed Jan 18, 2005 21:06 UTC WELLTOWER INC. HCN · Entity 2853 SaleCommon Stock 17,500 $34.00 $595,000.00
Disclosure

SEC source: 0001209191-05-003414 · doc4.xml · nonDerivative · entry 2

CHAPMAN GEORGE L · CIK 0001242815 · Director · Chairman and CEO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 197,302.4395

F1 · kind: The sale transaction was pursuant to Mr. Chapman's 10b5-1 trading plan.

Read SEC document
January 18, 2005 Filed Jan 18, 2005 21:06 UTC WELLTOWER INC. HCN · Entity 2853 Exercise / conversionCommon Stock 17,500 $24.42 $427,350.00
Disclosure

SEC source: 0001209191-05-003414 · doc4.xml · nonDerivative · entry 1

CHAPMAN GEORGE L · CIK 0001242815 · Director · Chairman and CEO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 214,802.4395

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

Read SEC document
January 15, 2005 Filed Jan 18, 2005 21:06 UTC WELLTOWER INC. HCN · Entity 2853 Tax withholdingCommon Stock 5,290 $34.64 $183,245.60
Disclosure

SEC source: 0001209191-05-003414 · doc4.xml · nonDerivative · entry 3

CHAPMAN GEORGE L · CIK 0001242815 · Director · Chairman and CEO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 192,012.4395

Read SEC document
December 15, 2004 Filed Dec 16, 2004 22:22 UTC WELLTOWER INC. HCN · Entity 2853 Exercise / conversionOption (Right to Buy) · Derivative 35,000 $0.00 Strike: $16.81 $0.00
Disclosure

SEC source: 0001209191-04-058167 · doc4.xml · derivative · entry 8

CHAPMAN GEORGE L · CIK 0001242815 · Director · Chairman and CEO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 35,000

Underlying: Common · 70,000 shares

Expires 2010-10-17

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F5 · price: The options were granted under the Health Care REIT, Inc. 1995 Stock Incentive Plan and had no acquisition price.

F4 · derivative.exercise_date: Options for the purchase of 175,000 shares of common stock at $16.81 per share were granted to Mr. Chapman on October 17, 2000, which grant has previously been reported. The partial exercise of these options for the purchase of 105,000 shares has previously been reported. Of the remaining options, options for the purchase of 35,000 shares vested on December 15, 2004 and options for the purchase of 35,000 shares will vest on December 15, 2005.

F4 · derivative.underlying_shares: Options for the purchase of 175,000 shares of common stock at $16.81 per share were granted to Mr. Chapman on October 17, 2000, which grant has previously been reported. The partial exercise of these options for the purchase of 105,000 shares has previously been reported. Of the remaining options, options for the purchase of 35,000 shares vested on December 15, 2004 and options for the purchase of 35,000 shares will vest on December 15, 2005.

Read SEC document
December 15, 2004 Filed Dec 16, 2004 22:22 UTC WELLTOWER INC. HCN · Entity 2853 Tax withholdingCommon Stock 4,830 $37.19 $179,627.70
Disclosure

SEC source: 0001209191-04-058167 · doc4.xml · nonDerivative · entry 3

CHAPMAN GEORGE L · CIK 0001242815 · Director · Chairman and CEO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 197,302.4395

Read SEC document
December 15, 2004 Filed Dec 16, 2004 22:22 UTC WELLTOWER INC. HCN · Entity 2853 SaleCommon Stock 35,000 $36.50 $1,277,500.00
Disclosure

SEC source: 0001209191-04-058167 · doc4.xml · nonDerivative · entry 2

CHAPMAN GEORGE L · CIK 0001242815 · Director · Chairman and CEO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 202,132.4395

F1 · kind: The sale transaction was pursuant to Mr. Chapman's 10b5-1 trading plan.

Read SEC document
December 15, 2004 Filed Dec 16, 2004 22:22 UTC WELLTOWER INC. HCN · Entity 2853 Exercise / conversionCommon Stock 35,000 $16.81 $588,350.00
Disclosure

SEC source: 0001209191-04-058167 · doc4.xml · nonDerivative · entry 1

CHAPMAN GEORGE L · CIK 0001242815 · Director · Chairman and CEO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 237,132.4395

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

Read SEC document
December 06, 2004 Filed Dec 7, 2004 22:19 UTC WELLTOWER INC. HCN · Entity 2853 GiftCommon Stock 300 $0.00 $0.00
Disclosure

SEC source: 0001209191-04-056300 · doc4.xml · nonDerivative · entry 1

CHAPMAN GEORGE L · CIK 0001242815 · Director · Chairman and CEO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 202,132.4395

F1 · price: The securities were gifted and had no disposition price.

Read SEC document
December 02, 2004 Filed Dec 3, 2004 20:14 UTC WELLTOWER INC. HCN · Entity 2853 GiftCommon Stock 300 $0.00 $0.00
Disclosure

SEC source: 0001209191-04-055860 · doc4.xml · nonDerivative · entry 4

CHAPMAN GEORGE L · CIK 0001242815 · Director · Chairman and CEO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 202,432.4395

F2 · price: The securities were gifted and had no acquisition or disposition price.

Read SEC document
December 01, 2004 Filed Dec 3, 2004 20:14 UTC WELLTOWER INC. HCN · Entity 2853 Exercise / conversionOption (Right to Buy) · Derivative 12,000 $0.00 Strike: $26.13 $0.00
Disclosure

SEC source: 0001209191-04-055860 · doc4.xml · derivative · entry 9

CHAPMAN GEORGE L · CIK 0001242815 · Director · Chairman and CEO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 24,000

Underlying: Common · 36,000 shares

Expires 2007-11-18

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

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 60,000 shares of common stock at $26.125 per share were granted to Mr. Chapman on November 18, 1997, which grant has previously been reported. The partial exercise of these options for the purchase of 24,000 shares has previously been reported. Of the remaining options, options for the purchase of 12,000 shares vested on December 15th of each 2000, 2001 and 2002.

F5 · derivative.underlying_shares: Options for the purchase of 60,000 shares of common stock at $26.125 per share were granted to Mr. Chapman on November 18, 1997, which grant has previously been reported. The partial exercise of these options for the purchase of 24,000 shares has previously been reported. Of the remaining options, options for the purchase of 12,000 shares vested on December 15th of each 2000, 2001 and 2002.

Read SEC document
December 01, 2004 Filed Dec 3, 2004 20:14 UTC WELLTOWER INC. HCN · Entity 2853 GiftCommon Stock 400 $0.00 $0.00
Disclosure

SEC source: 0001209191-04-055860 · doc4.xml · nonDerivative · entry 7

CHAPMAN GEORGE L · CIK 0001242815 · Director · Chairman and CEO

10b5-1 filing: Not disclosed

Ownership: Indirect · Account for Son

Disclosed balance after: 2,792.6623

F2 · price: The securities were gifted and had no acquisition or disposition price.

F3 · ownership.nature: Account for son of George L. Chapman

Read SEC document
December 01, 2004 Filed Dec 3, 2004 20:14 UTC WELLTOWER INC. HCN · Entity 2853 GiftCommon Stock 400 $0.00 $0.00
Disclosure

SEC source: 0001209191-04-055860 · doc4.xml · nonDerivative · entry 6

CHAPMAN GEORGE L · CIK 0001242815 · Director · Chairman and CEO

10b5-1 filing: Not disclosed

Ownership: Indirect · Account for Son

Disclosed balance after: 2,793.2815

F2 · price: The securities were gifted and had no acquisition or disposition price.

F3 · ownership.nature: Account for son of George L. Chapman

Read SEC document
December 01, 2004 Filed Dec 3, 2004 20:14 UTC WELLTOWER INC. HCN · Entity 2853 GiftCommon Stock 400 $0.00 $0.00
Disclosure

SEC source: 0001209191-04-055860 · doc4.xml · nonDerivative · entry 5

CHAPMAN GEORGE L · CIK 0001242815 · Director · Chairman and CEO

10b5-1 filing: Not disclosed

Ownership: Indirect · Account for Son

Disclosed balance after: 2,792.6623

F2 · price: The securities were gifted and had no acquisition or disposition price.

F3 · ownership.nature: Account for son of George L. Chapman

Read SEC document
December 01, 2004 Filed Dec 3, 2004 20:14 UTC WELLTOWER INC. HCN · Entity 2853 GiftCommon Stock 1,200 $0.00 $0.00
Disclosure

SEC source: 0001209191-04-055860 · doc4.xml · nonDerivative · entry 3

CHAPMAN GEORGE L · CIK 0001242815 · Director · Chairman and CEO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 202,732.4395

F2 · price: The securities were gifted and had no acquisition or disposition price.

Read SEC document
December 01, 2004 Filed Dec 3, 2004 20:14 UTC WELLTOWER INC. HCN · Entity 2853 SaleCommon Stock 12,000 $35.00 $420,000.00
Disclosure

SEC source: 0001209191-04-055860 · doc4.xml · nonDerivative · entry 2

CHAPMAN GEORGE L · CIK 0001242815 · Director · Chairman and CEO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 203,932.4395

F1 · kind: The sale transaction was pursuant to Mr. Chapman's 10b5-1 trading plan.

Read SEC document
December 01, 2004 Filed Dec 3, 2004 20:14 UTC WELLTOWER INC. HCN · Entity 2853 Exercise / conversionCommon Stock 12,000 $26.13 $313,500.00
Disclosure

SEC source: 0001209191-04-055860 · doc4.xml · nonDerivative · entry 1

CHAPMAN GEORGE L · CIK 0001242815 · Director · Chairman and CEO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 215,932.4395

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, 2004 Filed Feb 3, 2005 20:32 UTC WELLTOWER INC. HCN · Entity 2853 OtherCommon Stock 43.7283 $34.81 $1,522.21
Disclosure

SEC source: 0001209191-05-006611 · doc4.xml · nonDerivative · entry 22

CHAPMAN GEORGE L · CIK 0001242815 · Director · Chairman and CEO

10b5-1 filing: Not disclosed

Ownership: Indirect · Account for Son

Disclosed balance after: 2,968.3181

F2 · kind: Dividend Reinvestment under the Amended and Restated Dividend Reinvestment and Stock Purchase Plan

F4 · ownership.nature: Account for son of George L. Chapman

Read SEC document
November 19, 2004 Filed Feb 3, 2005 20:32 UTC WELLTOWER INC. HCN · Entity 2853 OtherCommon Stock 43.7399 $34.81 $1,522.61
Disclosure

SEC source: 0001209191-05-006611 · doc4.xml · nonDerivative · entry 18

CHAPMAN GEORGE L · CIK 0001242815 · Director · Chairman and CEO

10b5-1 filing: Not disclosed

Ownership: Indirect · Account for Son

Disclosed balance after: 2,968.9829

F2 · kind: Dividend Reinvestment under the Amended and Restated Dividend Reinvestment and Stock Purchase Plan

F4 · ownership.nature: Account for son of George L. Chapman

Read SEC document
November 19, 2004 Filed Feb 3, 2005 20:32 UTC WELLTOWER INC. HCN · Entity 2853 OtherCommon Stock 43.7283 $34.81 $1,522.21
Disclosure

SEC source: 0001209191-05-006611 · doc4.xml · nonDerivative · entry 14

CHAPMAN GEORGE L · CIK 0001242815 · Director · Chairman and CEO

10b5-1 filing: Not disclosed

Ownership: Indirect · Account for Son

Disclosed balance after: 2,968.3181

F2 · kind: Dividend Reinvestment under the Amended and Restated Dividend Reinvestment and Stock Purchase Plan

F4 · ownership.nature: Account for son of George L. Chapman

Read SEC document
November 19, 2004 Filed Feb 3, 2005 20:32 UTC WELLTOWER INC. HCN · Entity 2853 OtherCommon Stock 155.823 $34.81 $5,424.29
Disclosure

SEC source: 0001209191-05-006611 · doc4.xml · nonDerivative · entry 10

CHAPMAN GEORGE L · CIK 0001242815 · Director · Chairman and CEO

10b5-1 filing: Not disclosed

Ownership: Indirect · IRA

Disclosed balance after: 9,152.0092

F2 · kind: Dividend Reinvestment under the Amended and Restated Dividend Reinvestment and Stock Purchase Plan

F3 · ownership.nature: George L. Chapman III SSB IRA Rollover Custodian

Read SEC document
November 19, 2004 Filed Feb 3, 2005 20:32 UTC WELLTOWER INC. HCN · Entity 2853 OtherCommon Stock 92.2583 $34.81 $3,211.57
Disclosure

SEC source: 0001209191-05-006611 · doc4.xml · nonDerivative · entry 6

CHAPMAN GEORGE L · CIK 0001242815 · Director · Chairman and CEO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 217,285.6439

F2 · kind: Dividend Reinvestment under the Amended and Restated Dividend Reinvestment and Stock Purchase Plan

Read SEC document
November 15, 2004 Filed Nov 17, 2004 15:19 UTC WELLTOWER INC. HCN · Entity 2853 Exercise / conversionOption (Right to Buy) · Derivative 12,000 $0.00 Strike: $26.13 $0.00
Disclosure

SEC source: 0001209191-04-053132 · doc4.xml · derivative · entry 7

CHAPMAN GEORGE L · CIK 0001242815 · Director · Chairman and CEO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 36,000

Underlying: Common · 48,000 shares

Expires 2007-11-18

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F5 · price: The options were granted under the Health Care REIT, Inc. 1995 Stock Incentive Plan and had no acquisition price.

F4 · derivative.exercise_date: Options for the purchase of 60,000 shares of common stock at $26.125 per share were granted to Mr. Chapman on November 18, 1997, which grant has previously been reported. The partial exercise of these options for the purchase of 12,000 shares has previously been reported. Of the remaining options, options for the purchase of 12,000 shares vested on December 15th of each 1999, 2000, 2001 and 2002.

F4 · derivative.underlying_shares: Options for the purchase of 60,000 shares of common stock at $26.125 per share were granted to Mr. Chapman on November 18, 1997, which grant has previously been reported. The partial exercise of these options for the purchase of 12,000 shares has previously been reported. Of the remaining options, options for the purchase of 12,000 shares vested on December 15th of each 1999, 2000, 2001 and 2002.

Read SEC document
November 15, 2004 Filed Nov 17, 2004 15:19 UTC WELLTOWER INC. HCN · Entity 2853 SaleCommon Stock 12,000 $35.70 $428,400.00
Disclosure

SEC source: 0001209191-04-053132 · doc4.xml · nonDerivative · entry 2

CHAPMAN GEORGE L · CIK 0001242815 · Director · Chairman and CEO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 203,932.4395

F1 · kind: The sale transaction was pursuant to Mr. Chapman's 10b5-1 trading plan.

Read SEC document
November 15, 2004 Filed Nov 17, 2004 15:19 UTC WELLTOWER INC. HCN · Entity 2853 Exercise / conversionCommon Stock 12,000 $26.13 $313,500.00
Disclosure

SEC source: 0001209191-04-053132 · doc4.xml · nonDerivative · entry 1

CHAPMAN GEORGE L · CIK 0001242815 · Director · Chairman and CEO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 215,932.4395

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 01, 2004 Filed Nov 3, 2004 19:26 UTC WELLTOWER INC. HCN · Entity 2853 Exercise / conversionOption (Right to Buy) · Derivative 12,000 $0.00 Strike: $26.13 $0.00
Disclosure

SEC source: 0001209191-04-050935 · doc4.xml · derivative · entry 7

CHAPMAN GEORGE L · CIK 0001242815 · Director · Chairman and CEO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 48,000

Underlying: Common · 60,000 shares

Expires 2007-11-18

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F5 · price: The options were granted under the Health Care REIT, Inc. 1995 Stock Incentive Plan and had no acquisition price.

F4 · derivative.exercise_date: Options for the purchase of 60,000 shares of common stock at $26.125 per share were granted to Mr. Chapman on November 18, 1997, which grant has previously been reported. Options for the purchase of 12,000 shares vested on December 15th of each 1998, 1999, 2000, 2001 and 2002.

F4 · derivative.underlying_shares: Options for the purchase of 60,000 shares of common stock at $26.125 per share were granted to Mr. Chapman on November 18, 1997, which grant has previously been reported. Options for the purchase of 12,000 shares vested on December 15th of each 1998, 1999, 2000, 2001 and 2002.

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November 01, 2004 Filed Nov 3, 2004 19:26 UTC WELLTOWER INC. HCN · Entity 2853 SaleCommon Stock 12,000 $35.50 $426,000.00
Disclosure

SEC source: 0001209191-04-050935 · doc4.xml · nonDerivative · entry 2

CHAPMAN GEORGE L · CIK 0001242815 · Director · Chairman and CEO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 203,932.4395

F1 · kind: The sale transaction was pursuant to Mr. Chapman's 10b5-1 trading plan.

Read SEC document
November 01, 2004 Filed Nov 3, 2004 19:26 UTC WELLTOWER INC. HCN · Entity 2853 Exercise / conversionCommon Stock 12,000 $26.13 $313,500.00
Disclosure

SEC source: 0001209191-04-050935 · doc4.xml · nonDerivative · entry 1

CHAPMAN GEORGE L · CIK 0001242815 · Director · Chairman and CEO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 215,932.4395

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 22, 2004 Filed Oct 25, 2004 21:07 UTC WELLTOWER INC. HCN · Entity 2853 Exercise / conversionOption (Right to Buy) · Derivative 20,879 $0.00 Strike: $25.82 $0.00
Disclosure

SEC source: 0001209191-04-049406 · doc4.xml · derivative · entry 7

CHAPMAN GEORGE L · CIK 0001242815 · Director · Chairman and CEO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 83,516

Underlying: Common · 104,395 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.

F5 · price: The options were granted under the Health Care REIT, Inc. 1995 Stock Incentive Plan and had no acquisition price.

F4 · derivative.exercise_date: Options for the purchase of 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. Options for the purchase of 20,879 shares vested on January 15, 2004 and options for the purchase of 20,879 shares will vest on January 15 of each 2005, 2006, 2007 and 2008.

F4 · 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. Options for the purchase of 20,879 shares vested on January 15, 2004 and options for the purchase of 20,879 shares will vest on January 15 of each 2005, 2006, 2007 and 2008.

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October 22, 2004 Filed Oct 25, 2004 21:07 UTC WELLTOWER INC. HCN · Entity 2853 SaleCommon Stock 20,879 $35.90 $749,556.10
Disclosure

SEC source: 0001209191-04-049406 · doc4.xml · nonDerivative · entry 2

CHAPMAN GEORGE L · CIK 0001242815 · Director · Chairman and CEO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 203,932.4395

F1 · kind: The sale transaction was pursuant to Mr. Chapman's 10b5-1 trading plan.

Read SEC document
October 22, 2004 Filed Oct 25, 2004 21:07 UTC WELLTOWER INC. HCN · Entity 2853 Exercise / conversionCommon Stock 20,879 $25.82 $539,095.78
Disclosure

SEC source: 0001209191-04-049406 · doc4.xml · nonDerivative · entry 1

CHAPMAN GEORGE L · CIK 0001242815 · Director · Chairman and CEO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 224,811.4395

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

Read SEC document
October 01, 2004 Filed Oct 5, 2004 20:03 UTC WELLTOWER INC. HCN · Entity 2853 Exercise / conversionOption (Right to Buy) · Derivative 17,500 $0.00 Strike: $24.42 $0.00
Disclosure

SEC source: 0001209191-04-047498 · doc4.xml · derivative · entry 7

CHAPMAN GEORGE L · CIK 0001242815 · Director · Chairman and CEO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 105,000

Underlying: Common · 122,500 shares

Expires 2011-12-12

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F5 · price: The options were granted under the Health Care REIT, Inc. 1995 Stock Incentive Plan and had no acquisition price.

F4 · derivative.exercise_date: Options for the purchase of 175,000 shares of common stock at $24.42 per share were granted to Mr. Chapman on December 12, 2001, which grant has previously been reported. The partial exercise of these options for the purchase of 52,500 shares has previously been reported. Of the remaining options, options for the purchase of 17,500 shares vested on December 15 of 2003 and options for the purchase of 35,000 shares will vest on December 15 of each 2004, 2005 and 2006.

F4 · derivative.underlying_shares: 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 previously been reported. The partial exercise of these options for the purchase of 52,500 shares has previously been reported. Of the remaining options, options for the purchase of 17,500 shares vested on December 15 of 2003 and options for the purchase of 35,000 shares will vest on December 15 of each 2004, 2005 and 2006.

Read SEC document
October 01, 2004 Filed Oct 5, 2004 20:03 UTC WELLTOWER INC. HCN · Entity 2853 SaleCommon Stock 17,500 $35.24 $616,666.75
Disclosure

SEC source: 0001209191-04-047498 · doc4.xml · nonDerivative · entry 2

CHAPMAN GEORGE L · CIK 0001242815 · Director · Chairman and CEO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 203,932.4395

F1 · kind: The sale transaction was pursuant to Mr. Chapman's 10b5-1 trading plan.

Read SEC document
October 01, 2004 Filed Oct 5, 2004 20:03 UTC WELLTOWER INC. HCN · Entity 2853 Exercise / conversionCommon Stock 17,500 $24.42 $427,350.00
Disclosure

SEC source: 0001209191-04-047498 · doc4.xml · nonDerivative · entry 1

CHAPMAN GEORGE L · CIK 0001242815 · Director · Chairman and CEO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 221,432.4395

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 01, 2004 Filed Sep 3, 2004 12:37 UTC WELLTOWER INC. HCN · Entity 2853 Exercise / conversionOption (Right to Buy) · Derivative 17,500 $0.00 Strike: $24.42 $0.00
Disclosure

SEC source: 0001209191-04-043277 · doc4.xml · derivative · entry 7

CHAPMAN GEORGE L · CIK 0001242815 · Director · Chairman and CEO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 122,500

Underlying: Common · 140,000 shares

Expires 2011-12-12

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F5 · price: The options were granted under the Health Care REIT, Inc. 1995 Stock Incentive Plan and had no acquisition price.

F4 · derivative.exercise_date: Options for the purchase of 175,000 shares of common stock at $24.42 per share were granted to Mr. Chapman on December 12, 2001, which grant has previously been reported. The partial exercise of these options for the purchase of 35,000 shares has previously been reported. Of the remaining options, options for the purchase of 35,000 shares vested on December 15 of 2003 and options for the purchase of 35,000 shares will vest on December 15 of each 2004, 2005 and 2006.

F4 · derivative.underlying_shares: 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 previously been reported. The partial exercise of these options for the purchase of 35,000 shares has previously been reported. Of the remaining options, options for the purchase of 35,000 shares vested on December 15 of 2003 and options for the purchase of 35,000 shares will vest on December 15 of each 2004, 2005 and 2006.

Read SEC document
September 01, 2004 Filed Sep 3, 2004 12:37 UTC WELLTOWER INC. HCN · Entity 2853 SaleCommon Stock 17,500 $33.00 $577,500.00
Disclosure

SEC source: 0001209191-04-043277 · doc4.xml · nonDerivative · entry 2

CHAPMAN GEORGE L · CIK 0001242815 · Director · Chairman and CEO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 203,932.4395

F1 · kind: The sale transaction was pursuant to Mr. Chapman's 10b5-1 trading plan.

Read SEC document
September 01, 2004 Filed Sep 3, 2004 12:37 UTC WELLTOWER INC. HCN · Entity 2853 Exercise / conversionCommon Stock 17,500 $24.42 $427,350.00
Disclosure

SEC source: 0001209191-04-043277 · doc4.xml · nonDerivative · entry 1

CHAPMAN GEORGE L · CIK 0001242815 · Director · Chairman and CEO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 221,432.4395

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, 2004 Filed Feb 3, 2005 20:32 UTC WELLTOWER INC. HCN · Entity 2853 OtherCommon Stock 46.083 $31.08 $1,432.20
Disclosure

SEC source: 0001209191-05-006611 · doc4.xml · nonDerivative · entry 21

CHAPMAN GEORGE L · CIK 0001242815 · Director · Chairman and CEO

10b5-1 filing: Not disclosed

Ownership: Indirect · Account for Son

Disclosed balance after: 2,924.5898

F2 · kind: Dividend Reinvestment under the Amended and Restated Dividend Reinvestment and Stock Purchase Plan

F4 · ownership.nature: Account for son of George L. Chapman

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August 20, 2004 Filed Feb 3, 2005 20:32 UTC WELLTOWER INC. HCN · Entity 2853 OtherCommon Stock 46.0951 $31.08 $1,432.58
Disclosure

SEC source: 0001209191-05-006611 · doc4.xml · nonDerivative · entry 17

CHAPMAN GEORGE L · CIK 0001242815 · Director · Chairman and CEO

10b5-1 filing: Not disclosed

Ownership: Indirect · Account for Son

Disclosed balance after: 2,925.243

F2 · kind: Dividend Reinvestment under the Amended and Restated Dividend Reinvestment and Stock Purchase Plan

F4 · ownership.nature: Account for son of George L. Chapman

Read SEC document
August 20, 2004 Filed Feb 3, 2005 20:32 UTC WELLTOWER INC. HCN · Entity 2853 OtherCommon Stock 46.083 $31.08 $1,432.20
Disclosure

SEC source: 0001209191-05-006611 · doc4.xml · nonDerivative · entry 13

CHAPMAN GEORGE L · CIK 0001242815 · Director · Chairman and CEO

10b5-1 filing: Not disclosed

Ownership: Indirect · Account for Son

Disclosed balance after: 2,924.5898

F2 · kind: Dividend Reinvestment under the Amended and Restated Dividend Reinvestment and Stock Purchase Plan

F4 · ownership.nature: Account for son of George L. Chapman

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August 20, 2004 Filed Feb 3, 2005 20:32 UTC WELLTOWER INC. HCN · Entity 2853 OtherCommon Stock 164.2138 $31.08 $5,103.55
Disclosure

SEC source: 0001209191-05-006611 · doc4.xml · nonDerivative · entry 9

CHAPMAN GEORGE L · CIK 0001242815 · Director · Chairman and CEO

10b5-1 filing: Not disclosed

Ownership: Indirect · IRA

Disclosed balance after: 8,996.1862

F2 · kind: Dividend Reinvestment under the Amended and Restated Dividend Reinvestment and Stock Purchase Plan

F3 · ownership.nature: George L. Chapman III SSB IRA Rollover Custodian

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August 20, 2004 Filed Feb 3, 2005 20:32 UTC WELLTOWER INC. HCN · Entity 2853 OtherCommon Stock 100.3963 $31.08 $3,120.19
Disclosure

SEC source: 0001209191-05-006611 · doc4.xml · nonDerivative · entry 5

CHAPMAN GEORGE L · CIK 0001242815 · Director · Chairman and CEO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 217,193.3856

F2 · kind: Dividend Reinvestment under the Amended and Restated Dividend Reinvestment and Stock Purchase Plan

Read SEC document
August 04, 2004 Filed Aug 4, 2004 21:06 UTC WELLTOWER INC. HCN · Entity 2853 Exercise / conversionOption (Right to Buy) · Derivative 1,900 $0.00 Strike: $24.42 $0.00
Disclosure

SEC source: 0001209191-04-039336 · doc4.xml · derivative · entry 13

CHAPMAN GEORGE L · CIK 0001242815 · Director · Chairman and CEO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 140,000

Underlying: Common · 141,900 shares

Expires 2011-12-12

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F5 · price: The options were granted under the Health Care REIT, Inc. 1995 Stock Incentive Plan and had no acquisition price.

F4 · derivative.exercise_date: Options for the purchase of 175,000 shares of common stock at $24.42 per share were granted to Mr. Chapman on December 12, 2001, which grant has previously been reported. The partial exercise of these options for the purchase of 17,500 shares has previously been reported. Of the remaining options, options for the purchase of 17,500 shares vested on December 15 of 2002, options for the purchase of 35,000 shares vested on December 15 of 2003 and options for the purchase of 35,000 shares will vest on December 15 of each 2004, 2005 and 2006.

F4 · derivative.underlying_shares: 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 previously been reported. The partial exercise of these options for the purchase of 17,500 shares has previously been reported. Of the remaining options, options for the purchase of 17,500 shares vested on December 15 of 2002, options for the purchase of 35,000 shares vested on December 15 of 2003 and options for the purchase of 35,000 shares will vest on December 15 of each 2004, 2005 and 2006.

Read SEC document
August 04, 2004 Filed Aug 4, 2004 21:06 UTC WELLTOWER INC. HCN · Entity 2853 SaleCommon Stock 1,900 $32.50 $61,750.00
Disclosure

SEC source: 0001209191-04-039336 · doc4.xml · nonDerivative · entry 6

CHAPMAN GEORGE L · CIK 0001242815 · Director · Chairman and CEO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 203,932.4395

F1 · kind: The sale transaction was pursuant to Mr. Chapman's 10b5-1 trading plan.

Read SEC document
August 04, 2004 Filed Aug 4, 2004 21:06 UTC WELLTOWER INC. HCN · Entity 2853 Exercise / conversionCommon Stock 1,900 $24.42 $46,398.00
Disclosure

SEC source: 0001209191-04-039336 · doc4.xml · nonDerivative · entry 3

CHAPMAN GEORGE L · CIK 0001242815 · Director · Chairman and CEO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 221,432.4395

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 03, 2004 Filed Aug 4, 2004 21:06 UTC WELLTOWER INC. HCN · Entity 2853 Exercise / conversionOption (Right to Buy) · Derivative 500 $0.00 Strike: $24.42 $0.00
Disclosure

SEC source: 0001209191-04-039336 · doc4.xml · derivative · entry 12

CHAPMAN GEORGE L · CIK 0001242815 · Director · Chairman and CEO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 141,900

Underlying: Common · 142,400 shares

Expires 2011-12-12

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F5 · price: The options were granted under the Health Care REIT, Inc. 1995 Stock Incentive Plan and had no acquisition price.

F4 · derivative.exercise_date: Options for the purchase of 175,000 shares of common stock at $24.42 per share were granted to Mr. Chapman on December 12, 2001, which grant has previously been reported. The partial exercise of these options for the purchase of 17,500 shares has previously been reported. Of the remaining options, options for the purchase of 17,500 shares vested on December 15 of 2002, options for the purchase of 35,000 shares vested on December 15 of 2003 and options for the purchase of 35,000 shares will vest on December 15 of each 2004, 2005 and 2006.

F4 · derivative.underlying_shares: 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 previously been reported. The partial exercise of these options for the purchase of 17,500 shares has previously been reported. Of the remaining options, options for the purchase of 17,500 shares vested on December 15 of 2002, options for the purchase of 35,000 shares vested on December 15 of 2003 and options for the purchase of 35,000 shares will vest on December 15 of each 2004, 2005 and 2006.

Read SEC document
August 03, 2004 Filed Aug 4, 2004 21:06 UTC WELLTOWER INC. HCN · Entity 2853 SaleCommon Stock 500 $32.50 $16,250.00
Disclosure

SEC source: 0001209191-04-039336 · doc4.xml · nonDerivative · entry 5

CHAPMAN GEORGE L · CIK 0001242815 · Director · Chairman and CEO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 205,832.4395

F1 · kind: The sale transaction was pursuant to Mr. Chapman's 10b5-1 trading plan.

Read SEC document
August 03, 2004 Filed Aug 4, 2004 21:06 UTC WELLTOWER INC. HCN · Entity 2853 Exercise / conversionCommon Stock 500 $24.42 $12,210.00
Disclosure

SEC source: 0001209191-04-039336 · doc4.xml · nonDerivative · entry 2

CHAPMAN GEORGE L · CIK 0001242815 · Director · Chairman and CEO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 219,532.4395

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

Read SEC document
August 02, 2004 Filed Aug 4, 2004 21:06 UTC WELLTOWER INC. HCN · Entity 2853 Exercise / conversionOption (Right to Buy) · Derivative 15,100 $0.00 Strike: $24.42 $0.00
Disclosure

SEC source: 0001209191-04-039336 · doc4.xml · derivative · entry 11

CHAPMAN GEORGE L · CIK 0001242815 · Director · Chairman and CEO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 142,400

Underlying: Common · 157,500 shares

Expires 2011-12-12

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F5 · price: The options were granted under the Health Care REIT, Inc. 1995 Stock Incentive Plan and had no acquisition price.

F4 · derivative.exercise_date: Options for the purchase of 175,000 shares of common stock at $24.42 per share were granted to Mr. Chapman on December 12, 2001, which grant has previously been reported. The partial exercise of these options for the purchase of 17,500 shares has previously been reported. Of the remaining options, options for the purchase of 17,500 shares vested on December 15 of 2002, options for the purchase of 35,000 shares vested on December 15 of 2003 and options for the purchase of 35,000 shares will vest on December 15 of each 2004, 2005 and 2006.

F4 · derivative.underlying_shares: 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 previously been reported. The partial exercise of these options for the purchase of 17,500 shares has previously been reported. Of the remaining options, options for the purchase of 17,500 shares vested on December 15 of 2002, options for the purchase of 35,000 shares vested on December 15 of 2003 and options for the purchase of 35,000 shares will vest on December 15 of each 2004, 2005 and 2006.

Read SEC document
August 02, 2004 Filed Aug 4, 2004 21:06 UTC WELLTOWER INC. HCN · Entity 2853 SaleCommon Stock 15,100 $32.50 $490,750.00
Disclosure

SEC source: 0001209191-04-039336 · doc4.xml · nonDerivative · entry 4

CHAPMAN GEORGE L · CIK 0001242815 · Director · Chairman and CEO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 206,332.4395

F1 · kind: The sale transaction was pursuant to Mr. Chapman's 10b5-1 trading plan.

Read SEC document
August 02, 2004 Filed Aug 4, 2004 21:06 UTC WELLTOWER INC. HCN · Entity 2853 Exercise / conversionCommon Stock 15,100 $24.42 $368,742.00
Disclosure

SEC source: 0001209191-04-039336 · doc4.xml · nonDerivative · entry 1

CHAPMAN GEORGE L · CIK 0001242815 · Director · Chairman and CEO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 219,032.4395

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

Read SEC document

Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.