Reported relationships
Latest disclosed role at each company.
No relationships currently tracked through insider filings.
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.
No balances currently tracked through insider filings.
Past disclosures · reporting ended (1)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
WELLTOWER INC.
Report date November 01, 2012 · Filed November 02, 2012
Section 16 reporting ended · disclosed 2012-11-02. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 35,341.34 |
Ending reported balance
After 2012-11-01 transaction · row 3
3 source rows · reconciled sequenceRow 1 · 2012-11-01 · Tax withholding · Disposed 4,613 · Balance 33,262.34 F1: Tax withholding in shares of common stock on 926 shares of common stock granted on January 21, 2008, 2,204 shares of common stock granted on January 29, 2009, 2,547 shares of common stock granted on January 28, 2010, 3,080 shares of common stock granted on January 27, 2011 and 4,449 shares of common stock granted on January 26, 2012, which grants vested on November 1, 2012. Row 2 · 2012-11-01 · Exercise / conversion · Acquired 3,270 · Balance 36,532.34 F2: In connection with Mr. Loftus' termination of employment on November 1, 2012, the reported transaction was a vesting of 3,270 deferred stock units on November 1, 2012, resulting in the issuance of 3,270 shares of common stock. No amount was payable in connection with the vesting or the common stock issuance. 339 performance shares were forfeited in connection with Mr. Loftus' termination of employment on November 1, 2012. The performance shares are neither equity securities nor derivative securities as defined by the Commission for purposes of this form and, accordingly, are not reported separately herein. Row 3 · 2012-11-01 · Tax withholding · Disposed 1,191 · Balance 35,341.34 F3: Tax withholding in shares of common stock on 3,270 deferred stock units granted on January 26, 2012, which grant vested on November 1, 2012. |
| Deferred Stock UnitsSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 · Expires 2012-11-01 | Direct | 0 |
Reported balance
After 2012-11-01 transaction · row 4
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 4 · 2012-11-01 · Exercise / conversion · Disposed 3,270 · Balance 0 F4: These deferred stock units were granted without cash consideration on January 26, 2012 under the Amended and Restated Health Care REIT, Inc. 2005 Long-Term Incentive Plan. In connection with Mr. Loftus' termination of employment on November 1, 2012, (i) 3,270 deferred stock units vested on November 1, 2012 and (ii) 25,834 stock options vested on November 1, 2012. All vested options are exercisable by Mr. Loftus until November 1, 2013. |
Filing footnotes · ownership attribution and instrument terms
F1: Tax withholding in shares of common stock on 926 shares of common stock granted on January 21, 2008, 2,204 shares of common stock granted on January 29, 2009, 2,547 shares of common stock granted on January 28, 2010, 3,080 shares of common stock granted on January 27, 2011 and 4,449 shares of common stock granted on January 26, 2012, which grants vested on November 1, 2012.
F2: In connection with Mr. Loftus' termination of employment on November 1, 2012, the reported transaction was a vesting of 3,270 deferred stock units on November 1, 2012, resulting in the issuance of 3,270 shares of common stock. No amount was payable in connection with the vesting or the common stock issuance. 339 performance shares were forfeited in connection with Mr. Loftus' termination of employment on November 1, 2012. The performance shares are neither equity securities nor derivative securities as defined by the Commission for purposes of this form and, accordingly, are not reported separately herein.
F3: Tax withholding in shares of common stock on 3,270 deferred stock units granted on January 26, 2012, which grant vested on November 1, 2012.
F4: These deferred stock units were granted without cash consideration on January 26, 2012 under the Amended and Restated Health Care REIT, Inc. 2005 Long-Term Incentive Plan. In connection with Mr. Loftus' termination of employment on November 1, 2012, (i) 3,270 deferred stock units vested on November 1, 2012 and (ii) 25,834 stock options vested on November 1, 2012. All vested options are exercisable by Mr. Loftus until November 1, 2013.
Transaction history
JSON APIPurchases/sales include open-market and private transactions. Plan disclosure applies to the filing; individual rows may differ. “Not disclosed” is not “unplanned.”
The cutoff filters transaction history only. Company summaries and owner relationships show the latest available disclosures. Parser corrections can improve historical records.
| Transaction date | Company | Activity / security | Shares / units | Reported price | Reported value | Details |
|---|---|---|---|---|---|---|
| January 21, 2008 Filed Jan 22, 2008 21:28 UTC | WELLTOWER INC. HCN · Entity 2853 | GrantCommon Stock | 4,631 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-08-004782 · doc4.xml · nonDerivative · entry 1 Loftus Daniel R · CIK 0001290475 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,936 F1 · price: The shares were granted without cash consideration as shares of restricted stock under the Health Care REIT, Inc. 2005 Long-Term Incentive Plan. Read SEC document |
| November 20, 2007 Filed Feb 14, 2008 21:56 UTC | WELLTOWER INC. HCN · Entity 2853 | OtherCommon Stock | 147.664 | $42.37 | $6,256.72 |
DisclosureSEC source: 0001209191-08-010552 · doc5.xml · nonDerivative · entry 4 Loftus Daniel R · CIK 0001290475 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,393.34 F1 · kind: Dividend Reinvestment under the Amended and Restated Dividend Reinvestment and Stock Purchase Plan. Read SEC document |
| August 20, 2007 Filed Feb 14, 2008 21:56 UTC | WELLTOWER INC. HCN · Entity 2853 | OtherCommon Stock | 164.114 | $36.34 | $5,963.48 |
DisclosureSEC source: 0001209191-08-010552 · doc5.xml · nonDerivative · entry 3 Loftus Daniel R · CIK 0001290475 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,245.676 F1 · kind: Dividend Reinvestment under the Amended and Restated Dividend Reinvestment and Stock Purchase Plan. Read SEC document |
| May 21, 2007 Filed Feb 14, 2008 21:56 UTC | WELLTOWER INC. HCN · Entity 2853 | OtherCommon Stock | 142.291 | $43.19 | $6,145.21 |
DisclosureSEC source: 0001209191-08-010552 · doc5.xml · nonDerivative · entry 2 Loftus Daniel R · CIK 0001290475 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,081.562 F1 · kind: Dividend Reinvestment under the Amended and Restated Dividend Reinvestment and Stock Purchase Plan. Read SEC document |
| February 20, 2007 Filed Feb 14, 2008 21:56 UTC | WELLTOWER INC. HCN · Entity 2853 | OtherCommon Stock | 3.271 | $46.27 | $151.35 |
DisclosureSEC source: 0001209191-08-010552 · doc5.xml · nonDerivative · entry 1 Loftus Daniel R · CIK 0001290475 · Senior Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,939.271 F1 · kind: Dividend Reinvestment under the Amended and Restated Dividend Reinvestment and Stock Purchase Plan. Read SEC document |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.