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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
July 01, 2004 Filed Jul 2, 2004 17:20 UTC WELLTOWER INC. HCN · Entity 2853 Exercise / conversionOption (Right to Buy) · Derivative 17,500 $0.00 Strike: $24.42 $0.00
Disclosure

SEC source: 0001209191-04-034320 · doc4.xml · derivative · entry 7

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 157,500

Underlying: Common · 175,000 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. Options for the purchase of 35,000 shares vested on December 15 of each 2002 and 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. Options for the purchase of 35,000 shares vested on December 15 of each 2002 and 2003 and options for the purchase of 35,000 shares will vest on December 15 of each 2004, 2005 and 2006.

Read SEC document
July 01, 2004 Filed Jul 2, 2004 17:20 UTC WELLTOWER INC. HCN · Entity 2853 SaleCommon Stock 17,500 $32.50 $568,750.00
Disclosure

SEC source: 0001209191-04-034320 · 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
July 01, 2004 Filed Jul 2, 2004 17:20 UTC WELLTOWER INC. HCN · Entity 2853 Exercise / conversionCommon Stock 17,500 $24.42 $427,350.00
Disclosure

SEC source: 0001209191-04-034320 · 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
June 01, 2004 Filed Jun 2, 2004 15:05 UTC WELLTOWER INC. HCN · Entity 2853 Exercise / conversionOption (Right to Buy) · Derivative 12,500 $0.00 Strike: $23.50 $0.00
Disclosure

SEC source: 0001209191-04-029012 · doc4.xml · derivative · entry 7

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 0

Underlying: Common · 12,500 shares

Expires 2008-11-19

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

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

F4 · derivative.exercise_date: Options for the purchase of 125,000 shares of common stock at $23.50 per share were granted to Mr. Chapman on November 19, 1998, which grant has previously been reported. The partial exercise of these options for the purchase of 112,500 shares has previously been reported. Of the remaining options, options for the purchase of 12,500 shares vested on December 15, 2003.

F4 · derivative.underlying_shares: Options for the purchase of 125,000 shares of common stock at $23.50 per share were granted to Mr. Chapman on November 19, 1998, which grant has previously been reported. The partial exercise of these options for the purchase of 112,500 shares has previously been reported. Of the remaining options, options for the purchase of 12,500 shares vested on December 15, 2003.

Read SEC document
June 01, 2004 Filed Jun 2, 2004 15:05 UTC WELLTOWER INC. HCN · Entity 2853 SaleCommon Stock 12,500 $32.00 $400,000.00
Disclosure

SEC source: 0001209191-04-029012 · 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
June 01, 2004 Filed Jun 2, 2004 15:05 UTC WELLTOWER INC. HCN · Entity 2853 Exercise / conversionCommon Stock 12,500 $23.50 $293,750.00
Disclosure

SEC source: 0001209191-04-029012 · doc4.xml · nonDerivative · entry 1

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 216,432.4395

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
May 20, 2004 Filed Feb 3, 2005 20:32 UTC WELLTOWER INC. HCN · Entity 2853 OtherCommon Stock 47.4963 $29.18 $1,385.97
Disclosure

SEC source: 0001209191-05-006611 · doc4.xml · nonDerivative · entry 20

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

10b5-1 filing: Not disclosed

Ownership: Indirect · Account for Son

Disclosed balance after: 2,878.5068

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

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

Read SEC document
May 20, 2004 Filed Feb 3, 2005 20:32 UTC WELLTOWER INC. HCN · Entity 2853 OtherCommon Stock 47.5083 $29.18 $1,386.32
Disclosure

SEC source: 0001209191-05-006611 · doc4.xml · nonDerivative · entry 16

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

10b5-1 filing: Not disclosed

Ownership: Indirect · Account for Son

Disclosed balance after: 2,879.1479

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

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

Read SEC document
May 20, 2004 Filed Feb 3, 2005 20:32 UTC WELLTOWER INC. HCN · Entity 2853 OtherCommon Stock 47.4963 $29.18 $1,385.97
Disclosure

SEC source: 0001209191-05-006611 · doc4.xml · nonDerivative · entry 12

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

10b5-1 filing: Not disclosed

Ownership: Indirect · Account for Son

Disclosed balance after: 2,878.5068

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

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

Read SEC document
May 20, 2004 Filed Feb 3, 2005 20:32 UTC WELLTOWER INC. HCN · Entity 2853 OtherCommon Stock 169.2488 $29.18 $4,938.76
Disclosure

SEC source: 0001209191-05-006611 · doc4.xml · nonDerivative · entry 8

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

10b5-1 filing: Not disclosed

Ownership: Indirect · IRA

Disclosed balance after: 8,831.9724

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
May 20, 2004 Filed Feb 3, 2005 20:32 UTC WELLTOWER INC. HCN · Entity 2853 OtherCommon Stock 104.4751 $29.18 $3,048.64
Disclosure

SEC source: 0001209191-05-006611 · doc4.xml · nonDerivative · entry 4

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 217,092.9893

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

Read SEC document
May 04, 2004 Filed May 5, 2004 20:38 UTC WELLTOWER INC. HCN · Entity 2853 Exercise / conversionOption (Right to Buy) · Derivative 12,500 $0.00 Strike: $23.50 $0.00
Disclosure

SEC source: 0001209191-04-023909 · doc4.xml · derivative · entry 7

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 12,500

Underlying: Common · 25,000 shares

Expires 2008-11-19

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

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

F4 · derivative.exercise_date: Options for the purchase of 125,000 shares of common stock at $23.50 per share were granted to Mr. Chapman on November 19, 1998, which grant has previously been reported. The partial exercise of these options for the purchase of 100,000 shares has previously been reported. Of the remaining options, options for the purchase of 25,000 shares vested on December 15, 2003.

F4 · derivative.underlying_shares: Options for the purchase of 125,000 shares of common stock at $23.50 per share were granted to Mr. Chapman on November 19, 1998, which grant has previously been reported. The partial exercise of these options for the purchase of 100,000 shares has previously been reported. Of the remaining options, options for the purchase of 25,000 shares vested on December 15, 2003.

Read SEC document
May 04, 2004 Filed May 5, 2004 20:38 UTC WELLTOWER INC. HCN · Entity 2853 SaleCommon Stock 12,500 $32.50 $406,250.00
Disclosure

SEC source: 0001209191-04-023909 · 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
May 04, 2004 Filed May 5, 2004 20:38 UTC WELLTOWER INC. HCN · Entity 2853 Exercise / conversionCommon Stock 12,500 $23.50 $293,750.00
Disclosure

SEC source: 0001209191-04-023909 · doc4.xml · nonDerivative · entry 1

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 216,432.4395

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
April 01, 2004 Filed Apr 2, 2004 19:55 UTC WELLTOWER INC. HCN · Entity 2853 Exercise / conversionOption (Right to Buy) · Derivative 12,500 $0.00 Strike: $23.50 $0.00
Disclosure

SEC source: 0001209191-04-018854 · doc4.xml · derivative · entry 7

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 25,000

Underlying: Common · 37,500 shares

Expires 2008-11-19

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

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

F4 · derivative.exercise_date: Options for the purchase of 125,000 shares of common stock at $23.50 per share were granted to Mr. Chapman on November 19, 1998, which grant has previously been reported. The partial exercise of these options for the purchase of 87,500 shares has previously been reported. Of the remaining options, options for the purchase of 12,500 shares vested on December 15, 2002 and options for the purchase of 25,000 shares vested on December 15, 2003.

F4 · derivative.underlying_shares: Options for the purchase of 125,000 shares of common stock at $23.50 per share were granted to Mr. Chapman on November 19, 1998, which grant has previously been reported. The partial exercise of these options for the purchase of 87,500 shares has previously been reported. Of the remaining options, options for the purchase of 12,500 shares vested on December 15, 2002 and options for the purchase of 25,000 shares vested on December 15, 2003.

Read SEC document
April 01, 2004 Filed Apr 2, 2004 19:55 UTC WELLTOWER INC. HCN · Entity 2853 SaleCommon Stock 12,500 $39.45 $493,125.00
Disclosure

SEC source: 0001209191-04-018854 · 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
April 01, 2004 Filed Apr 2, 2004 19:55 UTC WELLTOWER INC. HCN · Entity 2853 Exercise / conversionCommon Stock 12,500 $23.50 $293,750.00
Disclosure

SEC source: 0001209191-04-018854 · doc4.xml · nonDerivative · entry 1

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 216,432.4395

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
March 01, 2004 Filed Mar 3, 2004 17:45 UTC WELLTOWER INC. HCN · Entity 2853 Exercise / conversionOption (Right to Buy) · Derivative 12,500 $0.00 Strike: $23.50 $0.00
Disclosure

SEC source: 0001209191-04-013932 · doc4.xml · derivative · entry 9

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 37,500

Underlying: Common · 50,000 shares

Expires 2008-11-19

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

F7 · 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 125,000 shares of common stock at $23.50 per share were granted to Mr. Chapman on November 19, 1998, which grant has previously been reported. The partial exercise of these options for the purchase of 75,000 shares has previously been reported. Of the remaining options, options for the purchase of 25,000 shares vested on December 15 of each 2002 and 2003.

F6 · derivative.underlying_shares: Options for the purchase of 125,000 shares of common stock at $23.50 per share were granted to Mr. Chapman on November 19, 1998, which grant has previously been reported. The partial exercise of these options for the purchase of 75,000 shares has previously been reported. Of the remaining options, options for the purchase of 25,000 shares vested on December 15 of each 2002 and 2003.

Read SEC document
March 01, 2004 Filed Mar 3, 2004 17:45 UTC WELLTOWER INC. HCN · Entity 2853 Exercise / conversionOption (Right to Buy) · Derivative 4,519 $0.00 Strike: $22.13 $0.00
Disclosure

SEC source: 0001209191-04-013932 · doc4.xml · derivative · entry 8

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 4,519

Underlying: Common · 9,038 shares

Expires 2005-02-05

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. 1985 Incentive Stock Option Plan and had no acquisition price.

F4 · derivative.exercise_date: Options for the purchase of 39,268 shares of common stock at $22.125 per share were granted to Mr. Chapman on February 6, 1995, which grant has previously been reported. The partial exercise of these options for the purchase of 30,230 shares has previously been reported. Of the remainig options, options for the purchase of 4,519 shares vested on February 6, 2004 and options for the purchase of 4,519 shares will vest on February 1, 2005.

F4 · derivative.underlying_shares: Options for the purchase of 39,268 shares of common stock at $22.125 per share were granted to Mr. Chapman on February 6, 1995, which grant has previously been reported. The partial exercise of these options for the purchase of 30,230 shares has previously been reported. Of the remainig options, options for the purchase of 4,519 shares vested on February 6, 2004 and options for the purchase of 4,519 shares will vest on February 1, 2005.

Read SEC document
March 01, 2004 Filed Mar 3, 2004 17:45 UTC WELLTOWER INC. HCN · Entity 2853 SaleCommon Stock 17,019 $37.75 $642,467.25
Disclosure

SEC source: 0001209191-04-013932 · doc4.xml · nonDerivative · entry 3

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 203,932.4395

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

Read SEC document
March 01, 2004 Filed Mar 3, 2004 17:45 UTC WELLTOWER INC. HCN · Entity 2853 Exercise / conversionCommon Stock 12,500 $23.50 $293,750.00
Disclosure

SEC source: 0001209191-04-013932 · doc4.xml · nonDerivative · entry 2

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 220,951.4395

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
March 01, 2004 Filed Mar 3, 2004 17:45 UTC WELLTOWER INC. HCN · Entity 2853 Exercise / conversionCommon Stock 4,519 $22.13 $99,982.88
Disclosure

SEC source: 0001209191-04-013932 · doc4.xml · nonDerivative · entry 1

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 208,451.4395

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
February 20, 2004 Filed Feb 3, 2005 20:32 UTC WELLTOWER INC. HCN · Entity 2853 OtherCommon Stock 38.3482 $35.93 $1,377.80
Disclosure

SEC source: 0001209191-05-006611 · doc4.xml · nonDerivative · entry 19

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

10b5-1 filing: Not disclosed

Ownership: Indirect · Account for Son

Disclosed balance after: 2,831.0105

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
February 20, 2004 Filed Feb 3, 2005 20:32 UTC WELLTOWER INC. HCN · Entity 2853 OtherCommon Stock 38.3581 $35.93 $1,378.16
Disclosure

SEC source: 0001209191-05-006611 · doc4.xml · nonDerivative · entry 15

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

10b5-1 filing: Not disclosed

Ownership: Indirect · Account for Son

Disclosed balance after: 2,831.6396

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
February 20, 2004 Filed Feb 3, 2005 20:32 UTC WELLTOWER INC. HCN · Entity 2853 OtherCommon Stock 38.3482 $35.93 $1,377.80
Disclosure

SEC source: 0001209191-05-006611 · doc4.xml · nonDerivative · entry 11

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

10b5-1 filing: Not disclosed

Ownership: Indirect · Account for Son

Disclosed balance after: 2,831.0105

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
February 20, 2004 Filed Feb 3, 2005 20:32 UTC WELLTOWER INC. HCN · Entity 2853 OtherCommon Stock 136.6507 $35.93 $4,909.70
Disclosure

SEC source: 0001209191-05-006611 · doc4.xml · nonDerivative · entry 7

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

10b5-1 filing: Not disclosed

Ownership: Indirect · IRA

Disclosed balance after: 8,662.7236

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
February 20, 2004 Filed Feb 3, 2005 20:32 UTC WELLTOWER INC. HCN · Entity 2853 OtherCommon Stock 82.0747 $35.93 $2,948.85
Disclosure

SEC source: 0001209191-05-006611 · doc4.xml · nonDerivative · entry 3

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 216,988.5142

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

Read SEC document
February 02, 2004 Filed Feb 4, 2004 21:41 UTC WELLTOWER INC. HCN · Entity 2853 Exercise / conversionOption (Right to Buy) · Derivative 17,500 $0.00 Strike: $16.81 $0.00
Disclosure

SEC source: 0001209191-04-006888 · doc4.xml · derivative · entry 16

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 70,000

Underlying: Common · 87,500 shares

Expires 2010-10-17

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

F6 · price: The options were granted under the Health Care REIT, Inc. 1995 Stock Incentive Plan and had no acquisition price.

F5 · derivative.exercise_date: Options for the purchase of 175,000 shares of common stock at $16.81 per share were granted to Mr. Chapman on October 17, 2000, which grant has previously been reported. The partial exercise of these options for the purchase of 87,500 shares has previously been reported. Of the remaining options, options for the purchase of 17,500 shares vested on December 15, 2003 and options for the purchase of 35,000 shares will vest on December 15 of each 2004 and 2005.

F5 · derivative.underlying_shares: Options for the purchase of 175,000 shares of common stock at $16.81 per share were granted to Mr. Chapman on October 17, 2000, which grant has previously been reported. The partial exercise of these options for the purchase of 87,500 shares has previously been reported. Of the remaining options, options for the purchase of 17,500 shares vested on December 15, 2003 and options for the purchase of 35,000 shares will vest on December 15 of each 2004 and 2005.

Read SEC document
February 02, 2004 Filed Feb 4, 2004 21:41 UTC WELLTOWER INC. HCN · Entity 2853 SaleCommon Stock 17,500 $37.20 $651,068.25
Disclosure

SEC source: 0001209191-04-006888 · doc4.xml · nonDerivative · entry 2

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 203,867.6896

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

Read SEC document
February 02, 2004 Filed Feb 4, 2004 21:41 UTC WELLTOWER INC. HCN · Entity 2853 Exercise / conversionCommon Stock 17,500 $16.81 $294,175.00
Disclosure

SEC source: 0001209191-04-006888 · doc4.xml · nonDerivative · entry 1

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 221,367.6896

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 26, 2004 Filed Jan 28, 2004 22:16 UTC WELLTOWER INC. HCN · Entity 2853 GrantOption (Right to Buy) · Derivative 42,262 $0.00 Strike: $37.00 $0.00
Disclosure

SEC source: 0001209191-04-005150 · doc4.xml · derivative · entry 6

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 42,262

Underlying: Common · 42,262 shares

Expires 2014-01-26

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 42,262 shares of common stock at $37.00 per share were granted to Mr. Chapman on January 26, 2004. Options for the purchase of 8,453 shares will vest on January 15 of each 2005 and 2006 and options for the purchase of 8,452 shares will vest on January 15 of each 2007, 2008 and 2009.

F4 · 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. Options for the purchase of 8,453 shares will vest on January 15 of each 2005 and 2006 and options for the purchase of 8,452 shares will vest on January 15 of each 2007, 2008 and 2009.

Read SEC document
January 26, 2004 Filed Jan 28, 2004 22:16 UTC WELLTOWER INC. HCN · Entity 2853 GrantCommon Stock 25,049 $0.00 $0.00
Disclosure

SEC source: 0001209191-04-005150 · doc4.xml · nonDerivative · entry 1

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 203,867.6896

F1 · price: These shares were granted without cash consideration as shares of restricted stock under the Health Care REIT, Inc. 1995 Stock Incentive Plan.

Read SEC document
January 15, 2004 Filed Jan 20, 2004 14:21 UTC WELLTOWER INC. HCN · Entity 2853 Tax withholdingCommon Stock 3,595 $36.68 $131,864.60
Disclosure

SEC source: 0001209191-04-003526 · doc4.xml · nonDerivative · entry 1

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 178,818.6896

Read SEC document
January 02, 2004 Filed Jan 6, 2004 22:19 UTC WELLTOWER INC. HCN · Entity 2853 Exercise / conversionOption (Right to Buy) · Derivative 17,500 $0.00 Strike: $16.81 $0.00
Disclosure

SEC source: 0001209191-04-001676 · doc4.xml · derivative · entry 7

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 87,500

Underlying: Common · 105,000 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 70,000 shares has previously been reported. Of the remaining options, options for the purchase of 35,000 shares vested on December 15, 2003 and options for the purchase of 35,000 shares will vest on December 15 of each 2004 and 2005.

F4 · derivative.underlying_shares: Options for the purchase of 175,000 shares of common stock at $16.81 per share were granted to Mr. Chapman on October 17, 2000, which grant has previously been reported. The partial exercise of these options for the purchase of 70,000 shares has previously been reported. Of the remaining options, options for the purchase of 35,000 shares vested on December 15, 2003 and options for the purchase of 35,000 shares will vest on December 15 of each 2004 and 2005.

Read SEC document
January 02, 2004 Filed Jan 6, 2004 22:19 UTC WELLTOWER INC. HCN · Entity 2853 SaleCommon Stock 17,500 $35.85 $627,334.75
Disclosure

SEC source: 0001209191-04-001676 · doc4.xml · nonDerivative · entry 2

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 182,413.6896

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

Read SEC document
January 02, 2004 Filed Jan 6, 2004 22:19 UTC WELLTOWER INC. HCN · Entity 2853 Exercise / conversionCommon Stock 17,500 $16.81 $294,175.00
Disclosure

SEC source: 0001209191-04-001676 · doc4.xml · nonDerivative · entry 1

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 199,913.6896

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 15, 2003 Filed Dec 17, 2003 21:15 UTC WELLTOWER INC. HCN · Entity 2853 Exercise / conversionOption (Right to Buy) · Derivative 25,000 $0.00 Strike: $19.88 $0.00
Disclosure

SEC source: 0001209191-03-035548 · doc4.xml · derivative · entry 9

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 25,000

Underlying: Common · 50,000 shares

Expires 2009-09-29

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

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 125,000 shares of common stock at $19.875 per share were granted to Mr. Chapman on September 29, 1999, which grant has previously been reported. The partial exercise of these options for the purchase of 75,000 shares has previously been reported. Of the remaining options, options for the purchase of 25,000 shares vested on December 15, 2003 and options for the purchase of 25,000 shares will vest on December 15, 2004.

F5 · derivative.underlying_shares: Options for the purchase of 125,000 shares of common stock at $19.875 per share were granted to Mr. Chapman on September 29, 1999, which grant has previously been reported. The partial exercise of these options for the purchase of 75,000 shares has previously been reported. Of the remaining options, options for the purchase of 25,000 shares vested on December 15, 2003 and options for the purchase of 25,000 shares will vest on December 15, 2004.

Read SEC document
December 15, 2003 Filed Dec 17, 2003 21:15 UTC WELLTOWER INC. HCN · Entity 2853 Tax withholdingCommon Stock 6,440 $34.75 $223,790.00
Disclosure

SEC source: 0001209191-03-035548 · doc4.xml · nonDerivative · entry 4

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 182,413.6896

Read SEC document
December 15, 2003 Filed Dec 17, 2003 21:15 UTC WELLTOWER INC. HCN · Entity 2853 SaleCommon Stock 25,000 $35.07 $876,660.00
Disclosure

SEC source: 0001209191-03-035548 · doc4.xml · nonDerivative · entry 3

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 188,853.6896

F2 · kind: The sale transaction was pursuant to Mr. Chapman's 10b5-1 trading plan.

Read SEC document
December 15, 2003 Filed Dec 17, 2003 21:15 UTC WELLTOWER INC. HCN · Entity 2853 Exercise / conversionCommon Stock 25,000 $19.88 $496,875.00
Disclosure

SEC source: 0001209191-03-035548 · doc4.xml · nonDerivative · entry 2

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 213,853.6896

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 20, 2003 Filed Dec 17, 2003 21:15 UTC WELLTOWER INC. HCN · Entity 2853 OtherCommon Stock 143.1822 $33.10 $4,739.86
Disclosure

SEC source: 0001209191-03-035548 · doc4.xml · nonDerivative · entry 5

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

10b5-1 filing: Not disclosed

Ownership: Indirect · IRA

Disclosed balance after: 8,526.0729

F1 · kind: Dividend Reinvestment under the Amended and Restated Dividend Reinvestment and Stock Purchase Plan

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

Read SEC document
November 20, 2003 Filed Dec 17, 2003 21:15 UTC WELLTOWER INC. HCN · Entity 2853 OtherCommon Stock 67.1101 $33.10 $2,221.59
Disclosure

SEC source: 0001209191-03-035548 · doc4.xml · nonDerivative · entry 1

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 188,853.6896

F1 · kind: Dividend Reinvestment under the Amended and Restated Dividend Reinvestment and Stock Purchase Plan

Read SEC document
November 20, 2003 Filed Feb 4, 2004 21:41 UTC WELLTOWER INC. HCN · Entity 2853 OtherCommon Stock 30.1051 $33.10 $996.59
Disclosure

SEC source: 0001209191-04-006888 · doc4.xml · nonDerivative · entry 15

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

10b5-1 filing: Not disclosed

Ownership: Indirect · Account for Son

Disclosed balance after: 2,392.6623

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 20, 2003 Filed Feb 4, 2004 21:41 UTC WELLTOWER INC. HCN · Entity 2853 OtherCommon Stock 30.1153 $33.10 $996.93
Disclosure

SEC source: 0001209191-04-006888 · doc4.xml · nonDerivative · entry 12

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

10b5-1 filing: Not disclosed

Ownership: Indirect · Account for Son

Disclosed balance after: 2,393.2815

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 20, 2003 Filed Feb 4, 2004 21:41 UTC WELLTOWER INC. HCN · Entity 2853 OtherCommon Stock 30.1051 $33.10 $996.59
Disclosure

SEC source: 0001209191-04-006888 · doc4.xml · nonDerivative · entry 9

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

10b5-1 filing: Not disclosed

Ownership: Indirect · Account for Son

Disclosed balance after: 2,392.6623

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 20, 2003 Filed Feb 4, 2004 21:41 UTC WELLTOWER INC. HCN · Entity 2853 OtherCommon Stock 20.0639 $33.10 $664.19
Disclosure

SEC source: 0001209191-04-006888 · doc4.xml · nonDerivative · entry 5

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 203,932.4395

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

Read SEC document
November 14, 2003 Filed Nov 17, 2003 20:37 UTC WELLTOWER INC. HCN · Entity 2853 GiftCommon Stock 1,830 $0.00 $0.00
Disclosure

SEC source: 0001209191-03-030784 · doc4.xml · nonDerivative · entry 2

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 188,786.5795

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

Read SEC document
November 13, 2003 Filed Nov 17, 2003 20:37 UTC WELLTOWER INC. HCN · Entity 2853 GiftCommon Stock 600 $0.00 $0.00
Disclosure

SEC source: 0001209191-03-030784 · 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: 2,300

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

F2 · ownership.nature: Account for son of George L. Chapman

Read SEC document
November 13, 2003 Filed Nov 17, 2003 20:37 UTC WELLTOWER INC. HCN · Entity 2853 GiftCommon Stock 600 $0.00 $0.00
Disclosure

SEC source: 0001209191-03-030784 · doc4.xml · nonDerivative · entry 4

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

10b5-1 filing: Not disclosed

Ownership: Indirect · Account for Son

Disclosed balance after: 2,300

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

F2 · ownership.nature: Account for son of George L. Chapman

Read SEC document
November 13, 2003 Filed Nov 17, 2003 20:37 UTC WELLTOWER INC. HCN · Entity 2853 GiftCommon Stock 600 $0.00 $0.00
Disclosure

SEC source: 0001209191-03-030784 · doc4.xml · nonDerivative · entry 3

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

10b5-1 filing: Not disclosed

Ownership: Indirect · Account for Son

Disclosed balance after: 2,300

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

F2 · ownership.nature: Account for son of George L. Chapman

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.