Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Education Realty Trust, Inc.EDR · Entity 163488 | Director | September 20, 2018 | September 20, 2018 |
| HEALTHPEAK PROPERTIES, INC.DOC · Entity 3364 | Director | May 29, 2026 | June 02, 2026 |
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.
Education Realty Trust, Inc.
Report date September 20, 2018 · Filed September 20, 2018
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 0 |
Reported balance
After 2018-09-20 transaction · row 1
1 source rowRow 1 · 2018-09-20 · Disposition to issuer · Disposed 5,628 · Balance 0 F1: Disposed of each outstanding share of common stock, $0.01 par value per share, pursuant to an Agreement and Plan of Merger (the "Merger Agreement"), dated as of June 25, 2018, by and among Education Realty Trust, Inc. (the "Company"), Education Realty Operating Partnership, LP (the "Operating Partnership"), University Towers Operating Partnership, LP, Education Realty OP GP, Inc., University Towers OP GP, LLC, GSHGIF LTP, LP, GSHGIF REIT ("REIT Merger Sub"), GSHGIF Acquisition LP ("OP Merger Sub") and GSHGIF DownREIT LP, in exchange for a cash payment of $41.50 per share, without interest, at the effective time of the merger of the Company with and into REIT Merger Sub on September 20, 2018. |
Filing footnotes · ownership attribution and instrument terms
F1: Disposed of each outstanding share of common stock, $0.01 par value per share, pursuant to an Agreement and Plan of Merger (the "Merger Agreement"), dated as of June 25, 2018, by and among Education Realty Trust, Inc. (the "Company"), Education Realty Operating Partnership, LP (the "Operating Partnership"), University Towers Operating Partnership, LP, Education Realty OP GP, Inc., University Towers OP GP, LLC, GSHGIF LTP, LP, GSHGIF REIT ("REIT Merger Sub"), GSHGIF Acquisition LP ("OP Merger Sub") and GSHGIF DownREIT LP, in exchange for a cash payment of $41.50 per share, without interest, at the effective time of the merger of the Company with and into REIT Merger Sub on September 20, 2018.
HEALTHPEAK PROPERTIES, INC.
Report date May 29, 2026 · Filed June 02, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 829,975 |
Ending reported balance
After 2026-05-29 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2026-05-29 · Grant · Acquired 1,385 · Balance 830,053 F1: These shares were purchased via the Issuer's Employee Stock Purchase Plan ("ESPP"). Row 2 · 2026-05-29 · Tax withholding · Disposed 78 · Balance 829,975 F2: This forfeiture of shares to satisfy applicable tax withholding obligations does not constitute a sale transaction. Pursuant to the ESPP, shares are required to be forfeited to satisfy applicable tax withholding obligations in connection with the acquisition of shares under the ESPP. |
| Common StockSEC Table I · non-derivative | IndirectBy Child 7 | 58 |
Reported balance
Holding disclosure · report date 2026-05-29 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 58 |
Filing footnotes · ownership attribution and instrument terms
F1: These shares were purchased via the Issuer's Employee Stock Purchase Plan ("ESPP").
F2: This forfeiture of shares to satisfy applicable tax withholding obligations does not constitute a sale transaction. Pursuant to the ESPP, shares are required to be forfeited to satisfy applicable tax withholding obligations in connection with the acquisition of shares under the ESPP.
Past disclosures · reporting ended (2)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
Physicians Realty Trust
Report date March 01, 2024 · Filed March 01, 2024
Section 16 reporting ended · disclosed 2024-03-01. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common shares, $0.01 par valueSEC Table I · non-derivative | Direct | 0 |
Ending reported balance
After 2024-03-01 transaction · row 5
5 source rows · reconciled sequenceRow 1 · 2024-03-01 · Exercise / conversion · Acquired 259,067 · Balance 955,938 F1: Each restricted stock unit represents the right to receive one share of the Issuer's common shares. Represents vesting of the time-based restricted stock units on March 1, 2024 pursuant to the terms of the Agreement and Plan of Merger (the "Merger Agreement") dated October 29, 2023 among the Issuer, Physicians Realty L.P., Healthpeak Properties, Inc. ("Healthpeak"), DOC DR Holdco, LLC and DOC DR LLC. The Issuer merged with and into DOC DR Holdco, LLC on March 1, 2024. Row 2 · 2024-03-01 · Exercise / conversion · Acquired 244,932 · Balance 1,200,870 F2: Represents vesting of the 2022 Performance Based Restricted Share Units granted on March 1, 2022 under the Issuer's Equity Incentive Plan (the "Plan"). The grant vested on March 1, 2024 pursuant to the terms of the Merger Agreement dated October 29, 2023 among the Issuer, Physicians Realty L.P., Healthpeak, DOC DR Holdco, LLC and DOC DR LLC. Pursuant to the terms of the Merger Agreement, the Reporting Person received 244,932 common shares upon vesting, 300% of the target shares. Row 3 · 2024-03-01 · Exercise / conversion · Acquired 281,022 · Balance 1,481,892 F3: Represents vesting of the 2023 Performance Based Restricted Share Units granted on March 1, 2023 under the the Plan. Pursuant to the terms of the Merger Agreement, the Reporting Person received 281,022 common shares upon vesting, 300% of the target shares. Row 4 · 2024-03-01 · Tax withholding · Disposed 261,450 · Balance 1,220,442 Row 5 · 2024-03-01 · Disposition to issuer · Disposed 1,220,442 · Balance 0 F4: Represents securities disposed of pursuant to the terms of the the Merger Agreement and each issued and outstanding common shares of the Issuer, held by the reporting person was automatically converted into the right to receive 0.674 of a share of Healthpeak common stock, subject to any adjustment, without interest. |
| Common shares, $0.01 par valueSEC Table I · non-derivative | IndirectRepresents shares held by the Reporting Person's child | 0 |
Reported balance
After 2024-03-01 transaction · row 6
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 6 · 2024-03-01 · Disposition to issuer · Disposed 5,217 · Balance 0 F4: Represents securities disposed of pursuant to the terms of the the Merger Agreement and each issued and outstanding common shares of the Issuer, held by the reporting person was automatically converted into the right to receive 0.674 of a share of Healthpeak common stock, subject to any adjustment, without interest. |
| Common shares, $0.01 par valueSEC Table I · non-derivative | IndirectRepresents shares held by the Reporting Person's child | 0 |
Reported balance
After 2024-03-01 transaction · row 7
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 7 · 2024-03-01 · Disposition to issuer · Disposed 434 · Balance 0 F4: Represents securities disposed of pursuant to the terms of the the Merger Agreement and each issued and outstanding common shares of the Issuer, held by the reporting person was automatically converted into the right to receive 0.674 of a share of Healthpeak common stock, subject to any adjustment, without interest. |
| Common shares, $0.01 par valueSEC Table I · non-derivative | IndirectRepresents shares held by the Reporting Person's child | 0 |
Reported balance
After 2024-03-01 transaction · row 8
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 8 · 2024-03-01 · Disposition to issuer · Disposed 217 · Balance 0 F4: Represents securities disposed of pursuant to the terms of the the Merger Agreement and each issued and outstanding common shares of the Issuer, held by the reporting person was automatically converted into the right to receive 0.674 of a share of Healthpeak common stock, subject to any adjustment, without interest. |
| Common shares, $0.01 par valueSEC Table I · non-derivative | IndirectRepresents shares held by the Reporting Person's child | 0 |
Reported balance
After 2024-03-01 transaction · row 9
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 9 · 2024-03-01 · Disposition to issuer · Disposed 217 · Balance 0 F4: Represents securities disposed of pursuant to the terms of the the Merger Agreement and each issued and outstanding common shares of the Issuer, held by the reporting person was automatically converted into the right to receive 0.674 of a share of Healthpeak common stock, subject to any adjustment, without interest. |
| Common shares, $0.01 par valueSEC Table I · non-derivative | IndirectRepresents shares held by the Reporting Person's child | 0 |
Reported balance
After 2024-03-01 transaction · row 10
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 10 · 2024-03-01 · Disposition to issuer · Disposed 87 · Balance 0 F4: Represents securities disposed of pursuant to the terms of the the Merger Agreement and each issued and outstanding common shares of the Issuer, held by the reporting person was automatically converted into the right to receive 0.674 of a share of Healthpeak common stock, subject to any adjustment, without interest. |
| Common shares, $0.01 par valueSEC Table I · non-derivative | IndirectRepresents shares held by the Reporting Person's child | 0 |
Reported balance
After 2024-03-01 transaction · row 11
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 11 · 2024-03-01 · Disposition to issuer · Disposed 87 · Balance 0 F4: Represents securities disposed of pursuant to the terms of the the Merger Agreement and each issued and outstanding common shares of the Issuer, held by the reporting person was automatically converted into the right to receive 0.674 of a share of Healthpeak common stock, subject to any adjustment, without interest. |
| Common shares, $0.01 par valueSEC Table I · non-derivative | IndirectRepresents shares held by the Reporting Person's child | 0 |
Reported balance
After 2024-03-01 transaction · row 12
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 12 · 2024-03-01 · Disposition to issuer · Disposed 87 · Balance 0 F4: Represents securities disposed of pursuant to the terms of the the Merger Agreement and each issued and outstanding common shares of the Issuer, held by the reporting person was automatically converted into the right to receive 0.674 of a share of Healthpeak common stock, subject to any adjustment, without interest. |
| 2020 Restricted Share Unit GrantSEC Table II · derivative / convertible security | Direct | 0 |
Reported balance
After 2024-03-01 transaction · row 13
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 13 · 2024-03-01 · Exercise / conversion · Disposed 259,067 · Balance 0 F5: On March 2, 2020, the Reporting Person was granted 259,067 restricted stock units, expected to vest in two equal installments on March 2, 2024 and March 2, 2025, subject to the terms of the grant. The grant vested on March 1, 2024 pursuant to the terms of the Merger Agreement. |
| 2022 Performance Based Restricted Share Unit GrantSEC Table II · derivative / convertible security | Direct | 0 |
Reported balance
After 2024-03-01 transaction · row 14
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 14 · 2024-03-01 · Exercise / conversion · Disposed 81,644 · Balance 0 F6: On March 1, 2022, the Reporting Person was granted 81,644 performance share units under the Issuer's Plan, which represent the "target" number of shares underlying the performance share units. Pursuant to the terms of the merger, the Reporting Person received 244,932 common shares upon vesting. |
| 2023 Performance Based Restricted Share Unit GrantSEC Table II · derivative / convertible security | Direct | 0 |
Reported balance
After 2024-03-01 transaction · row 15
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 15 · 2024-03-01 · Exercise / conversion · Disposed 93,674 · Balance 0 F7: On March 1, 2023, the Reporting Person was granted 93,674 performance share units under the Issuer's Plan, which represent the "target" number of shares underlying the performance share units. Pursuant to the terms of the merger, the Reporting Person received 281,022 common shares upon vesting. |
Filing footnotes · ownership attribution and instrument terms
F1: Each restricted stock unit represents the right to receive one share of the Issuer's common shares. Represents vesting of the time-based restricted stock units on March 1, 2024 pursuant to the terms of the Agreement and Plan of Merger (the "Merger Agreement") dated October 29, 2023 among the Issuer, Physicians Realty L.P., Healthpeak Properties, Inc. ("Healthpeak"), DOC DR Holdco, LLC and DOC DR LLC. The Issuer merged with and into DOC DR Holdco, LLC on March 1, 2024.
F2: Represents vesting of the 2022 Performance Based Restricted Share Units granted on March 1, 2022 under the Issuer's Equity Incentive Plan (the "Plan"). The grant vested on March 1, 2024 pursuant to the terms of the Merger Agreement dated October 29, 2023 among the Issuer, Physicians Realty L.P., Healthpeak, DOC DR Holdco, LLC and DOC DR LLC. Pursuant to the terms of the Merger Agreement, the Reporting Person received 244,932 common shares upon vesting, 300% of the target shares.
F3: Represents vesting of the 2023 Performance Based Restricted Share Units granted on March 1, 2023 under the the Plan. Pursuant to the terms of the Merger Agreement, the Reporting Person received 281,022 common shares upon vesting, 300% of the target shares.
F4: Represents securities disposed of pursuant to the terms of the the Merger Agreement and each issued and outstanding common shares of the Issuer, held by the reporting person was automatically converted into the right to receive 0.674 of a share of Healthpeak common stock, subject to any adjustment, without interest.
F5: On March 2, 2020, the Reporting Person was granted 259,067 restricted stock units, expected to vest in two equal installments on March 2, 2024 and March 2, 2025, subject to the terms of the grant. The grant vested on March 1, 2024 pursuant to the terms of the Merger Agreement.
F6: On March 1, 2022, the Reporting Person was granted 81,644 performance share units under the Issuer's Plan, which represent the "target" number of shares underlying the performance share units. Pursuant to the terms of the merger, the Reporting Person received 244,932 common shares upon vesting.
F7: On March 1, 2023, the Reporting Person was granted 93,674 performance share units under the Issuer's Plan, which represent the "target" number of shares underlying the performance share units. Pursuant to the terms of the merger, the Reporting Person received 281,022 common shares upon vesting.
WELLTOWER INC.
Report date July 25, 2012 · Filed July 27, 2012
Section 16 reporting ended · disclosed 2012-07-27. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 38,575 |
Reported balance
After 2012-07-25 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2012-07-25 · Tax withholding · Disposed 3,574 · Balance 38,575 |
| Common StockSEC Table I · non-derivative | Direct | 15,136 |
Reported balance
After 2012-07-25 transaction · row 2
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 2 · 2012-07-25 · Disposition to issuer · Disposed 23,439 · Balance 15,136 F1: Forfeiture of 23,439 shares of common stock in connection with Mr. Thomas' termination of employment on July 25, 2012. 2,712 performance shares also were forfeited in connection with Mr. Thomas' termination of employment on July 25, 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. |
| Option (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $43.29 · Expires 2020-01-28 | Direct | 14,266 |
Reported balance
After 2012-07-25 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2012-07-25 · Disposition to issuer · Disposed 9,510 · Balance 14,266 F3: The options were granted under the Amended and Restated Health Care REIT, Inc. 2005 Long-Term Incentive Plan and had no acquisition price. F2: Options for the purchase of 23,776 shares of common stock at $43.29 per share were granted to Mr. Thomas on January 28, 2010. 4,755 options vested on July 25, 2012, 9,511 options previously vested and the remaining 9,510 options were forfeited in connection with Mr. Thomas' termination of employment on July 25, 2012. The vested options are exercisable by Mr. Thomas until July 25, 2013. |
| Option (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $49.17 · Expires 2021-01-27 | Direct | 7,891 |
Reported balance
After 2012-07-25 transaction · row 4
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 4 · 2012-07-25 · Disposition to issuer · Disposed 11,835 · Balance 7,891 F3: The options were granted under the Amended and Restated Health Care REIT, Inc. 2005 Long-Term Incentive Plan and had no acquisition price. F4: Options for the purchase of 19,726 shares of common stock at $49.17 per share were granted to Mr. Thomas on January 27, 2011. 3,945 options vested on July 25, 2012, 3,946 options previously vested and the remaining 11,835 options were forfeited in connection with Mr. Thomas' termination of employment on July 25, 2012. The vested options are exercisable by Mr. Thomas until July 25, 2013. |
| Option (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $57.33 · Expires 2022-01-26 | Direct | 4,456 |
Reported balance
After 2012-07-25 transaction · row 5
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 5 · 2012-07-25 · Disposition to issuer · Disposed 17,824 · Balance 4,456 F3: The options were granted under the Amended and Restated Health Care REIT, Inc. 2005 Long-Term Incentive Plan and had no acquisition price. F5: Options for the purchase of 22,280 shares of common stock at $57.33 per share were granted to Mr. Thomas on January 26, 2012. 4,456 options vested on July 25, 2012 and the remaining 17,824 options were forfeited in connection with Mr. Thomas' termination of employment on July 25, 2012. The vested options are exercisable by Mr. Thomas until July 25, 2013. |
| Deferred Stock UnitsSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 · Expires 2017-01-31 | Direct | 0 |
Reported balance
After 2012-07-25 transaction · row 6
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 6 · 2012-07-25 · Disposition to issuer · Disposed 13,082 · Balance 0 F6: 17,443 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. 4,361 of the units vested on January 31, 2012. The remaining 13,082 units were forfeited in connection with Mr. Thomas' termination of employment on July 25, 2012. |
Filing footnotes · ownership attribution and instrument terms
F1: Forfeiture of 23,439 shares of common stock in connection with Mr. Thomas' termination of employment on July 25, 2012. 2,712 performance shares also were forfeited in connection with Mr. Thomas' termination of employment on July 25, 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.
F2: Options for the purchase of 23,776 shares of common stock at $43.29 per share were granted to Mr. Thomas on January 28, 2010. 4,755 options vested on July 25, 2012, 9,511 options previously vested and the remaining 9,510 options were forfeited in connection with Mr. Thomas' termination of employment on July 25, 2012. The vested options are exercisable by Mr. Thomas until July 25, 2013.
F3: The options were granted under the Amended and Restated Health Care REIT, Inc. 2005 Long-Term Incentive Plan and had no acquisition price.
F4: Options for the purchase of 19,726 shares of common stock at $49.17 per share were granted to Mr. Thomas on January 27, 2011. 3,945 options vested on July 25, 2012, 3,946 options previously vested and the remaining 11,835 options were forfeited in connection with Mr. Thomas' termination of employment on July 25, 2012. The vested options are exercisable by Mr. Thomas until July 25, 2013.
F5: Options for the purchase of 22,280 shares of common stock at $57.33 per share were granted to Mr. Thomas on January 26, 2012. 4,456 options vested on July 25, 2012 and the remaining 17,824 options were forfeited in connection with Mr. Thomas' termination of employment on July 25, 2012. The vested options are exercisable by Mr. Thomas until July 25, 2013.
F6: 17,443 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. 4,361 of the units vested on January 31, 2012. The remaining 13,082 units were forfeited in connection with Mr. Thomas' termination of employment on July 25, 2012.
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 |
|---|---|---|---|---|---|---|
| March 03, 2017 Filed Mar 7, 2017 21:53 UTC | Physicians Realty Trust DOC · Entity 93614 | GrantCommon shares, $0.01 par value | 70,528 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-018780 · doc4.xml · nonDerivative · entry 1 Thomas John T · CIK 0001454164 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 217,249 F1 · security: Represents the vesting of performance-based restricted stock units pursuant to their terms. F2 · balance_after: Includes 245 shares acquired under the Issuer's Employee Stock Purchase Plan on December 31, 2016. Read SEC document |
| March 03, 2017 Filed Mar 7, 2017 21:33 UTC | Physicians Realty Trust DOC · Entity 93614 | GrantCommon shares, $0.01 par value | 60,606 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-018750 · doc4.xml · nonDerivative · entry 4 Thomas John T · CIK 0001454164 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 285,148 F4 · security: March 3, 2017 grant of performance share units under the Plan, which represents the "target" number of shares underlying the performance share units outstanding. The exact number of shares to be issued upon vesting depends upon, among other things, the Issuer's financial performance. Subject to continued service, the shares, if any, will be issued following the performance period end date of December 31, 2019. Read SEC document |
| March 03, 2017 Filed Mar 7, 2017 21:33 UTC | Physicians Realty Trust DOC · Entity 93614 | GrantCommon shares, $0.01 par value | 40,404 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-018750 · doc4.xml · nonDerivative · entry 3 Thomas John T · CIK 0001454164 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 224,542 F3 · security: Represents restricted common shares granted under the Issuer's 2013 Equity Incentive Plan (the "Plan"), which will vest on March 3, 2018, subject to the terms of the grant. Read SEC document |
| March 03, 2017 Filed Mar 7, 2017 21:33 UTC | Physicians Realty Trust DOC · Entity 93614 | Tax withholdingCommon shares, $0.01 par value | 33,111 | $19.80 | $655,597.80 |
DisclosureSEC source: 0001209191-17-018750 · doc4.xml · nonDerivative · entry 2 Thomas John T · CIK 0001454164 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 184,138 Read SEC document |
| March 03, 2017 Filed Mar 7, 2017 21:33 UTC | Physicians Realty Trust DOC · Entity 93614 | GrantCommon shares, $0.01 par value | 70,528 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-17-018750 · doc4.xml · nonDerivative · entry 1 Thomas John T · CIK 0001454164 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 217,249 F1 · security: Represents the vesting of performance-based restricted stock units pursuant to their terms. F2 · balance_after: Includes 245 shares acquired under the Issuer's Employee Stock Purchase Plan on December 31, 2016. Read SEC document |
| November 28, 2016 Filed Nov 29, 2016 22:45 UTC | Education Realty Trust, Inc. EDR · Entity 163488 | PurchaseCommon Stock | 180 | $40.47 | $7,284.60 |
DisclosureSEC source: 0001302343-16-000414 · wf-form4_148045952231920.xml · nonDerivative · entry 1 Thomas John T · CIK 0001454164 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 390 Read SEC document |
| September 08, 2016 Filed Sep 12, 2016 15:11 UTC | Physicians Realty Trust DOC · Entity 93614 | SaleCommon shares, $0.01 par value | 15,000 | $21.79 | $326,850.00 |
DisclosureSEC source: 0001209191-16-140893 · doc4.xml · nonDerivative · entry 1 Thomas John T · CIK 0001454164 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 146,476 F1 · balance_after: Since the date of the reporting person's last ownership report, the reporting person transferred 2,895 common shares to his former spouse pursuant to a domestic relations order. The reporting person no longer reports as beneficially owned any securities owned by his former spouse. Additionally, includes 1,188 shares acquired under Physicians Realty Trust's Employee Stock Purchase Plan on June 30, 2016. Read SEC document |
| July 25, 2012 Filed Jul 27, 2012 20:02 UTC | WELLTOWER INC. HCN · Entity 2853 | Disposition to issuerDeferred Stock Units · Derivative | 13,082 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001209191-12-039367 · doc4.xml · derivative · entry 6 Thomas John T · CIK 0001454164 · EVP- Medical Facilities 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common · 13,082 shares Expires 2017-01-31 F6 · derivative.exercise_price: 17,443 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. 4,361 of the units vested on January 31, 2012. The remaining 13,082 units were forfeited in connection with Mr. Thomas' termination of employment on July 25, 2012. F6 · price: 17,443 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. 4,361 of the units vested on January 31, 2012. The remaining 13,082 units were forfeited in connection with Mr. Thomas' termination of employment on July 25, 2012. F6 · derivative.exercise_date: 17,443 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. 4,361 of the units vested on January 31, 2012. The remaining 13,082 units were forfeited in connection with Mr. Thomas' termination of employment on July 25, 2012. F6 · derivative.underlying_shares: 17,443 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. 4,361 of the units vested on January 31, 2012. The remaining 13,082 units were forfeited in connection with Mr. Thomas' termination of employment on July 25, 2012. Read SEC document |
| July 25, 2012 Filed Jul 27, 2012 20:02 UTC | WELLTOWER INC. HCN · Entity 2853 | Disposition to issuerOption (Right to Buy) · Derivative | 17,824 | $0.00 Strike: $57.33 | $0.00 |
DisclosureSEC source: 0001209191-12-039367 · doc4.xml · derivative · entry 5 Thomas John T · CIK 0001454164 · EVP- Medical Facilities 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,456 Underlying: Common · 22,280 shares Expires 2022-01-26 F3 · price: The options were granted under the Amended and Restated Health Care REIT, Inc. 2005 Long-Term Incentive Plan and had no acquisition price. F5 · derivative.exercise_date: Options for the purchase of 22,280 shares of common stock at $57.33 per share were granted to Mr. Thomas on January 26, 2012. 4,456 options vested on July 25, 2012 and the remaining 17,824 options were forfeited in connection with Mr. Thomas' termination of employment on July 25, 2012. The vested options are exercisable by Mr. Thomas until July 25, 2013. F5 · derivative.underlying_shares: Options for the purchase of 22,280 shares of common stock at $57.33 per share were granted to Mr. Thomas on January 26, 2012. 4,456 options vested on July 25, 2012 and the remaining 17,824 options were forfeited in connection with Mr. Thomas' termination of employment on July 25, 2012. The vested options are exercisable by Mr. Thomas until July 25, 2013. F5 · balance_after: Options for the purchase of 22,280 shares of common stock at $57.33 per share were granted to Mr. Thomas on January 26, 2012. 4,456 options vested on July 25, 2012 and the remaining 17,824 options were forfeited in connection with Mr. Thomas' termination of employment on July 25, 2012. The vested options are exercisable by Mr. Thomas until July 25, 2013. Read SEC document |
| July 25, 2012 Filed Jul 27, 2012 20:02 UTC | WELLTOWER INC. HCN · Entity 2853 | Disposition to issuerOption (Right to Buy) · Derivative | 11,835 | $0.00 Strike: $49.17 | $0.00 |
DisclosureSEC source: 0001209191-12-039367 · doc4.xml · derivative · entry 4 Thomas John T · CIK 0001454164 · EVP- Medical Facilities 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,891 Underlying: Common · 19,726 shares Expires 2021-01-27 F3 · price: The options were granted under the Amended and Restated Health Care REIT, Inc. 2005 Long-Term Incentive Plan and had no acquisition price. F4 · derivative.exercise_date: Options for the purchase of 19,726 shares of common stock at $49.17 per share were granted to Mr. Thomas on January 27, 2011. 3,945 options vested on July 25, 2012, 3,946 options previously vested and the remaining 11,835 options were forfeited in connection with Mr. Thomas' termination of employment on July 25, 2012. The vested options are exercisable by Mr. Thomas until July 25, 2013. F4 · derivative.underlying_shares: Options for the purchase of 19,726 shares of common stock at $49.17 per share were granted to Mr. Thomas on January 27, 2011. 3,945 options vested on July 25, 2012, 3,946 options previously vested and the remaining 11,835 options were forfeited in connection with Mr. Thomas' termination of employment on July 25, 2012. The vested options are exercisable by Mr. Thomas until July 25, 2013. F4 · balance_after: Options for the purchase of 19,726 shares of common stock at $49.17 per share were granted to Mr. Thomas on January 27, 2011. 3,945 options vested on July 25, 2012, 3,946 options previously vested and the remaining 11,835 options were forfeited in connection with Mr. Thomas' termination of employment on July 25, 2012. The vested options are exercisable by Mr. Thomas until July 25, 2013. Read SEC document |
| July 25, 2012 Filed Jul 27, 2012 20:02 UTC | WELLTOWER INC. HCN · Entity 2853 | Disposition to issuerOption (Right to Buy) · Derivative | 9,510 | $0.00 Strike: $43.29 | $0.00 |
DisclosureSEC source: 0001209191-12-039367 · doc4.xml · derivative · entry 3 Thomas John T · CIK 0001454164 · EVP- Medical Facilities 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,266 Underlying: Common · 23,776 shares Expires 2020-01-28 F3 · price: The options were granted under the Amended and Restated Health Care REIT, Inc. 2005 Long-Term Incentive Plan and had no acquisition price. F2 · derivative.exercise_date: Options for the purchase of 23,776 shares of common stock at $43.29 per share were granted to Mr. Thomas on January 28, 2010. 4,755 options vested on July 25, 2012, 9,511 options previously vested and the remaining 9,510 options were forfeited in connection with Mr. Thomas' termination of employment on July 25, 2012. The vested options are exercisable by Mr. Thomas until July 25, 2013. F2 · derivative.underlying_shares: Options for the purchase of 23,776 shares of common stock at $43.29 per share were granted to Mr. Thomas on January 28, 2010. 4,755 options vested on July 25, 2012, 9,511 options previously vested and the remaining 9,510 options were forfeited in connection with Mr. Thomas' termination of employment on July 25, 2012. The vested options are exercisable by Mr. Thomas until July 25, 2013. F2 · balance_after: Options for the purchase of 23,776 shares of common stock at $43.29 per share were granted to Mr. Thomas on January 28, 2010. 4,755 options vested on July 25, 2012, 9,511 options previously vested and the remaining 9,510 options were forfeited in connection with Mr. Thomas' termination of employment on July 25, 2012. The vested options are exercisable by Mr. Thomas until July 25, 2013. Read SEC document |
| July 25, 2012 Filed Jul 27, 2012 20:02 UTC | WELLTOWER INC. HCN · Entity 2853 | Disposition to issuerCommon Stock | 23,439 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-12-039367 · doc4.xml · nonDerivative · entry 2 Thomas John T · CIK 0001454164 · EVP- Medical Facilities 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,136 F1 · shares: Forfeiture of 23,439 shares of common stock in connection with Mr. Thomas' termination of employment on July 25, 2012. 2,712 performance shares also were forfeited in connection with Mr. Thomas' termination of employment on July 25, 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. F1 · balance_after: Forfeiture of 23,439 shares of common stock in connection with Mr. Thomas' termination of employment on July 25, 2012. 2,712 performance shares also were forfeited in connection with Mr. Thomas' termination of employment on July 25, 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. Read SEC document |
| July 25, 2012 Filed Jul 27, 2012 20:02 UTC | WELLTOWER INC. HCN · Entity 2853 | Tax withholdingCommon Stock | 3,574 | $60.87 | $217,549.38 |
DisclosureSEC source: 0001209191-12-039367 · doc4.xml · nonDerivative · entry 1 Thomas John T · CIK 0001454164 · EVP- Medical Facilities 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 38,575 Read SEC document |
| January 31, 2012 Filed Feb 2, 2012 22:32 UTC | WELLTOWER INC. HCN · Entity 2853 | Exercise / conversionDeferred Stock Units · Derivative | 4,361 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001209191-12-007099 · doc4.xml · derivative · entry 5 Thomas John T · CIK 0001454164 · EVP- Medical Facilities 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,082 Underlying: Common · 4,361 shares Expires 2012-01-31 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 · derivative.exercise_price: These deferred stock units were granted without cash consideration on January 26, 2012 under the Amended and Restated Health Care REIT, Inc. 2005 Long-Term Incentive Plan. Each deferred stock unit represents a right to receive one share of common stock of Health Care REIT, Inc. at the time of vesting of the unit. These deferred stock units vest in four installments with 4,361 units vesting on January 31, 2012, 4,361 units vesting on January 31 of each of 2015 and 2016 and 4,360 units vesting on January 31, 2017. F5 · price: These deferred stock units were granted without cash consideration on January 26, 2012 under the Amended and Restated Health Care REIT, Inc. 2005 Long-Term Incentive Plan. Each deferred stock unit represents a right to receive one share of common stock of Health Care REIT, Inc. at the time of vesting of the unit. These deferred stock units vest in four installments with 4,361 units vesting on January 31, 2012, 4,361 units vesting on January 31 of each of 2015 and 2016 and 4,360 units vesting on January 31, 2017. F5 · derivative.exercise_date: These deferred stock units were granted without cash consideration on January 26, 2012 under the Amended and Restated Health Care REIT, Inc. 2005 Long-Term Incentive Plan. Each deferred stock unit represents a right to receive one share of common stock of Health Care REIT, Inc. at the time of vesting of the unit. These deferred stock units vest in four installments with 4,361 units vesting on January 31, 2012, 4,361 units vesting on January 31 of each of 2015 and 2016 and 4,360 units vesting on January 31, 2017. F5 · derivative.expiration_date: These deferred stock units were granted without cash consideration on January 26, 2012 under the Amended and Restated Health Care REIT, Inc. 2005 Long-Term Incentive Plan. Each deferred stock unit represents a right to receive one share of common stock of Health Care REIT, Inc. at the time of vesting of the unit. These deferred stock units vest in four installments with 4,361 units vesting on January 31, 2012, 4,361 units vesting on January 31 of each of 2015 and 2016 and 4,360 units vesting on January 31, 2017. F2 · derivative.underlying_shares: The reported transaction was a vesting of 4,361 deferred stock units on January 31, 2012, resulting in the issuance of 4,361 shares of common stock. No amount was payable in connection with the vesting or the common stock issuance. Read SEC document |
| January 31, 2012 Filed Feb 2, 2012 22:32 UTC | WELLTOWER INC. HCN · Entity 2853 | Tax withholdingCommon Stock | 1,404 | $57.21 | $80,322.84 |
DisclosureSEC source: 0001209191-12-007099 · doc4.xml · nonDerivative · entry 4 Thomas John T · CIK 0001454164 · EVP- Medical Facilities 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 42,149 F4 · shares: Tax withholding in shares of common stock on 4,361 deferred stock units granted on January 26, 2012, which grant vested on January 31, 2012. Read SEC document |
| January 31, 2012 Filed Feb 2, 2012 22:32 UTC | WELLTOWER INC. HCN · Entity 2853 | Tax withholdingCommon Stock | 436 | $57.21 | $24,943.56 |
DisclosureSEC source: 0001209191-12-007099 · doc4.xml · nonDerivative · entry 3 Thomas John T · CIK 0001454164 · EVP- Medical Facilities 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 43,553 F3 · shares: Tax withholding in shares of common stock on 1,356 performance shares granted on January 27, 2011, which grant vested on January 31, 2012. Read SEC document |
| January 31, 2012 Filed Feb 2, 2012 22:32 UTC | WELLTOWER INC. HCN · Entity 2853 | Exercise / conversionCommon Stock | 4,361 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-12-007099 · doc4.xml · nonDerivative · entry 2 Thomas John T · CIK 0001454164 · EVP- Medical Facilities 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 43,989 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. F2 · shares: The reported transaction was a vesting of 4,361 deferred stock units on January 31, 2012, resulting in the issuance of 4,361 shares of common stock. No amount was payable in connection with the vesting or the common stock issuance. F2 · price: The reported transaction was a vesting of 4,361 deferred stock units on January 31, 2012, resulting in the issuance of 4,361 shares of common stock. No amount was payable in connection with the vesting or the common stock issuance. Read SEC document |
| January 31, 2012 Filed Feb 2, 2012 22:32 UTC | WELLTOWER INC. HCN · Entity 2853 | GrantCommon Stock | 1,356 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-12-007099 · doc4.xml · nonDerivative · entry 1 Thomas John T · CIK 0001454164 · EVP- Medical Facilities 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 39,628 F1 · shares: The reported transaction was the satisfaction of a performance contingency applicable to 1,356 performance shares granted without cash consideration on January 27, 2011 under the Amended and Restated Health Care REIT, Inc. 2005 Long-Term Incentive Plan. No amount was payable in connection with the vesting or the common stock issuance. F1 · price: The reported transaction was the satisfaction of a performance contingency applicable to 1,356 performance shares granted without cash consideration on January 27, 2011 under the Amended and Restated Health Care REIT, Inc. 2005 Long-Term Incentive Plan. No amount was payable in connection with the vesting or the common stock issuance. Read SEC document |
| January 26, 2012 Filed Jan 30, 2012 20:57 UTC | WELLTOWER INC. HCN · Entity 2853 | GrantDeferred Stock Units · Derivative | 17,443 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001209191-12-006078 · doc4.xml · derivative · entry 3 Thomas John T · CIK 0001454164 · EVP- Medical Facilities 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,443 Underlying: Common · 17,443 shares Expires 2017-01-31 F4 · derivative.exercise_price: These deferred stock units were granted without cash consideration on January 26, 2012 under the Amended and Restated Health Care REIT, Inc. 2005 Long-Term Incentive Plan. Each deferred stock unit represents a right to receive one share of common stock of Health Care REIT, Inc. at the time of vesting of the unit. These deferred stock units vest in four installments with 4,361 units vesting on January 31, 2012, 4,361 units vesting on January 31 of each of 2015 and 2016 and 4,360 units vesting on January 31, 2017. F4 · price: These deferred stock units were granted without cash consideration on January 26, 2012 under the Amended and Restated Health Care REIT, Inc. 2005 Long-Term Incentive Plan. Each deferred stock unit represents a right to receive one share of common stock of Health Care REIT, Inc. at the time of vesting of the unit. These deferred stock units vest in four installments with 4,361 units vesting on January 31, 2012, 4,361 units vesting on January 31 of each of 2015 and 2016 and 4,360 units vesting on January 31, 2017. F4 · derivative.exercise_date: These deferred stock units were granted without cash consideration on January 26, 2012 under the Amended and Restated Health Care REIT, Inc. 2005 Long-Term Incentive Plan. Each deferred stock unit represents a right to receive one share of common stock of Health Care REIT, Inc. at the time of vesting of the unit. These deferred stock units vest in four installments with 4,361 units vesting on January 31, 2012, 4,361 units vesting on January 31 of each of 2015 and 2016 and 4,360 units vesting on January 31, 2017. F4 · derivative.expiration_date: These deferred stock units were granted without cash consideration on January 26, 2012 under the Amended and Restated Health Care REIT, Inc. 2005 Long-Term Incentive Plan. Each deferred stock unit represents a right to receive one share of common stock of Health Care REIT, Inc. at the time of vesting of the unit. These deferred stock units vest in four installments with 4,361 units vesting on January 31, 2012, 4,361 units vesting on January 31 of each of 2015 and 2016 and 4,360 units vesting on January 31, 2017. F4 · derivative.underlying_shares: These deferred stock units were granted without cash consideration on January 26, 2012 under the Amended and Restated Health Care REIT, Inc. 2005 Long-Term Incentive Plan. Each deferred stock unit represents a right to receive one share of common stock of Health Care REIT, Inc. at the time of vesting of the unit. These deferred stock units vest in four installments with 4,361 units vesting on January 31, 2012, 4,361 units vesting on January 31 of each of 2015 and 2016 and 4,360 units vesting on January 31, 2017. Read SEC document |
| January 26, 2012 Filed Jan 30, 2012 20:57 UTC | WELLTOWER INC. HCN · Entity 2853 | GrantOption (Right to Buy) · Derivative | 22,280 | $0.00 Strike: $57.33 | $0.00 |
DisclosureSEC source: 0001209191-12-006078 · doc4.xml · derivative · entry 2 Thomas John T · CIK 0001454164 · EVP- Medical Facilities 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 22,280 Underlying: Common · 22,280 shares Expires 2022-01-26 F3 · price: The options were granted under the Amended and Restated Health Care REIT, Inc. 2005 Long-Term Incentive Plan and had no acquisition price. F2 · derivative.exercise_date: Options for the purchase of 22,280 shares of common stock at $57.33 per share were granted to Mr. Thomas on January 26, 2012. Options for the purchase of 4,456 shares will vest on January 15 of each of 2013, 2014, 2015, 2016 and 2017. F2 · derivative.underlying_shares: Options for the purchase of 22,280 shares of common stock at $57.33 per share were granted to Mr. Thomas on January 26, 2012. Options for the purchase of 4,456 shares will vest on January 15 of each of 2013, 2014, 2015, 2016 and 2017. Read SEC document |
| January 26, 2012 Filed Jan 30, 2012 20:57 UTC | WELLTOWER INC. HCN · Entity 2853 | GrantCommon Stock | 12,953 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-12-006078 · doc4.xml · nonDerivative · entry 1 Thomas John T · CIK 0001454164 · EVP- Medical Facilities 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 38,272 F1 · price: The shares were granted without cash consideration as shares of restricted stock under the Amended and Restated Health Care REIT, Inc. 2005 Long-Term Incentive Plan. Read SEC document |
| January 15, 2012 Filed Jan 17, 2012 23:39 UTC | WELLTOWER INC. HCN · Entity 2853 | Tax withholdingCommon Stock | 1,964 | $55.53 | $109,060.92 |
DisclosureSEC source: 0001209191-12-003939 · doc4.xml · nonDerivative · entry 1 Thomas John T · CIK 0001454164 · EVP- Medical Facilities 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 25,319 Read SEC document |
| January 27, 2011 Filed Jan 31, 2011 22:09 UTC | WELLTOWER INC. HCN · Entity 2853 | GrantOption (Right to Buy) · Derivative | 19,726 | $0.00 Strike: $49.17 | $0.00 |
DisclosureSEC source: 0001209191-11-005834 · doc4.xml · derivative · entry 2 Thomas John T · CIK 0001454164 · EVP- Medical Facilities 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,726 Underlying: Common · 19,726 shares Expires 2021-01-27 F3 · price: The options were granted under the Amended and Restated Health Care REIT, Inc. 2005 Long-Term Incentive Plan and had no acquisition price. F2 · derivative.exercise_date: Options for the purchase of 19,726 shares of common stock at $49.17 per share were granted to Mr. Thomas on January 27, 2011. Options for the purchase of 3,946 shares will vest on January 15, 2012 and options for the purchase of 3,945 shares will vest on January 15 of each of 2013, 2014, 2015 and 2016. F2 · derivative.underlying_shares: Options for the purchase of 19,726 shares of common stock at $49.17 per share were granted to Mr. Thomas on January 27, 2011. Options for the purchase of 3,946 shares will vest on January 15, 2012 and options for the purchase of 3,945 shares will vest on January 15 of each of 2013, 2014, 2015 and 2016. Read SEC document |
| January 27, 2011 Filed Jan 31, 2011 22:09 UTC | WELLTOWER INC. HCN · Entity 2853 | GrantCommon Stock | 11,554 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-11-005834 · doc4.xml · nonDerivative · entry 1 Thomas John T · CIK 0001454164 · EVP- Medical Facilities 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 27,283 F1 · price: The shares were granted without cash consideration as shares of restricted stock under the Amended and Restated Health Care REIT, Inc. 2005 Long-Term Incentive Plan. Mr. Thomas received an award of 4,068 performance shares at the same time. This award will entitle him to receive shares of common stock, which vest in equal installments over a three-year period, if certain company-level performance measures are achieved in 2011. The performance shares are neither equity securities nor derivative securities as defined by the Commission for purposes of this Form and, accordingly, are not reported separately herein. Read SEC document |
| January 15, 2011 Filed Jan 19, 2011 22:23 UTC | WELLTOWER INC. HCN · Entity 2853 | Tax withholdingCommon Stock | 1,233 | $47.05 | $58,012.65 |
DisclosureSEC source: 0001209191-11-003890 · doc4.xml · nonDerivative · entry 1 Thomas John T · CIK 0001454164 · EVP- Medical Facilities 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,729 Read SEC document |
| August 11, 2010 Filed Aug 12, 2010 20:48 UTC | WELLTOWER INC. HCN · Entity 2853 | SaleCommon Stock | 500 | $44.60 | $22,297.75 |
DisclosureSEC source: 0001209191-10-042347 · doc4.xml · nonDerivative · entry 1 Thomas John T · CIK 0001454164 · EVP- Medical Facilities 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,962 Read SEC document |
| January 28, 2010 Filed Jan 29, 2010 21:55 UTC | WELLTOWER INC. HCN · Entity 2853 | GrantOption (Right to Buy) · Derivative | 23,776 | $0.00 Strike: $43.29 | $0.00 |
DisclosureSEC source: 0001209191-10-005625 · doc4.xml · derivative · entry 2 Thomas John T · CIK 0001454164 · EVP- Medical Facilities 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 23,776 Underlying: Common · 23,776 shares Expires 2020-01-28 F3 · price: The options were granted under the Amended and Restated Health Care REIT, Inc. 2005 Long-Term Incentive Plan and had no acquisition price. F2 · derivative.exercise_date: Options for the purchase of 23,776 shares of common stock at $43.29 per share were granted to Mr. Thomas on January 28, 2010. Options for the purchase of 4,756 shares will vest on January 15, 2011 and options for the purchase of 4,755 shares will vest on January 15 of each of 2012, 2013, 2014 and 2015. F2 · derivative.underlying_shares: Options for the purchase of 23,776 shares of common stock at $43.29 per share were granted to Mr. Thomas on January 28, 2010. Options for the purchase of 4,756 shares will vest on January 15, 2011 and options for the purchase of 4,755 shares will vest on January 15 of each of 2012, 2013, 2014 and 2015. Read SEC document |
| January 28, 2010 Filed Jan 29, 2010 21:55 UTC | WELLTOWER INC. HCN · Entity 2853 | GrantCommon Stock | 12,885 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-10-005625 · doc4.xml · nonDerivative · entry 1 Thomas John T · CIK 0001454164 · EVP- Medical Facilities 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,462 F1 · price: The shares were granted without cash consideration as shares of restricted stock under the Amended and Restated Health Care REIT, Inc. 2005 Long-Term Incentive Plan. Read SEC document |
| January 15, 2010 Filed Jan 20, 2010 16:20 UTC | WELLTOWER INC. HCN · Entity 2853 | Tax withholdingCommon Stock | 380 | $44.30 | $16,834.00 |
DisclosureSEC source: 0001209191-10-003827 · doc4.xml · nonDerivative · entry 1 Thomas John T · CIK 0001454164 · EVP- Medical Facilities 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,577 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.