Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| WELLTOWER INC.HCN · Entity 2853 | Director | January 26, 2012 | January 30, 2012 |
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.
WELLTOWER INC.
Report date January 26, 2012 · Filed January 30, 2012
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Deferred Stock UnitsSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 · Expires 2015-01-26 | Direct | 1,658 |
Reported balance
After 2012-01-26 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2012-01-26 · Grant · Acquired 1,658 · Balance 1,658 F1: 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 three installments, with 553 units vesting on January 26 of each of 2013 and 2014 and 552 units vesting on January 26, 2015. F2: Includes (i) 1,658 deferred stock units granted on January 26, 2012, with 553 units vesting on January 26 of each of 2013 and 2014 and 552 units vesting on January 26, 2015. |
Filing footnotes · ownership attribution and instrument terms
F1: 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 three installments, with 553 units vesting on January 26 of each of 2013 and 2014 and 552 units vesting on January 26, 2015.
F2: Includes (i) 1,658 deferred stock units granted on January 26, 2012, with 553 units vesting on January 26 of each of 2013 and 2014 and 552 units vesting on January 26, 2015.
Past disclosures · reporting ended (1)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
Brookdale Senior Living Inc.
Report date March 01, 2018 · Filed March 01, 2018
Section 16 reporting ended · disclosed 2018-03-01. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 134,696 |
Ending reported balance
After 2018-03-01 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2018-03-01 · Tax withholding · Disposed 3,718 · Balance 178,439 F1: Represents share withholding to satisfy tax withholding obligations due upon the settlement of restricted stock units previously granted to the reporting person. Row 2 · 2018-03-01 · Disposition to issuer · Disposed 43,743 · Balance 134,696 |
Filing footnotes · ownership attribution and instrument terms
F1: Represents share withholding to satisfy tax withholding obligations due upon the settlement of restricted stock units previously granted to the reporting person.
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 01, 2018 Filed Mar 1, 2018 19:19 UTC | Brookdale Senior Living Inc. BKD · Entity 4268 | Disposition to issuerCommon Stock | 43,743 | $0.00 | $0.00 |
DisclosureSEC source: 0001332349-18-000067 · wf-form4_151994993600033.xml · nonDerivative · entry 2 DECKER DANIEL A · CIK 0001017013 · Former director and officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 134,696 Read SEC document |
| March 01, 2018 Filed Mar 1, 2018 19:19 UTC | Brookdale Senior Living Inc. BKD · Entity 4268 | Tax withholdingCommon Stock | 3,718 | $6.55 | $24,352.90 |
DisclosureSEC source: 0001332349-18-000067 · wf-form4_151994993600033.xml · nonDerivative · entry 1 DECKER DANIEL A · CIK 0001017013 · Former director and officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 178,439 F1 · shares: Represents share withholding to satisfy tax withholding obligations due upon the settlement of restricted stock units previously granted to the reporting person. Read SEC document |
| February 27, 2018 Filed Feb 28, 2018 21:38 UTC | Brookdale Senior Living Inc. BKD · Entity 4268 | Tax withholdingCommon Stock | 2,284 | $6.81 | $15,554.04 |
DisclosureSEC source: 0001332349-18-000051 · wf-form4_151987186943794.xml · nonDerivative · entry 1 DECKER DANIEL A · CIK 0001017013 · Director · Executive Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 182,157 F1 · shares: Represents share withholding to satisfy tax withholding obligations due upon the vesting of restricted stock previously granted to the reporting person. Read SEC document |
| January 05, 2018 Filed Jan 9, 2018 19:08 UTC | Brookdale Senior Living Inc. BKD · Entity 4268 | GrantCommon Stock | 26,245 | $0.00 | $0.00 |
DisclosureSEC source: 0001332349-18-000022 · wf-form4_151554290520346.xml · nonDerivative · entry 1 DECKER DANIEL A · CIK 0001017013 · Director · Executive Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 184,441 F1 · shares: Grant of performance-based vesting restricted common stock under the Brookdale Senior Living Inc. 2014 Omnibus Incentive Plan, as amended and restated. Vesting will be based on achievement of performance goals established by the Compensation Committee. Any performance-based shares that do not vest at the conclusion of the applicable performance period will be forfeited. Read SEC document |
| December 31, 2017 Filed Jan 3, 2018 19:10 UTC | Brookdale Senior Living Inc. BKD · Entity 4268 | Disposition to issuerCommon Stock | 26,245 | $0.00 | $0.00 |
DisclosureSEC source: 0001332349-18-000002 · wf-form4_151502464564881.xml · nonDerivative · entry 1 DECKER DANIEL A · CIK 0001017013 · Director · Executive Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 158,196 F1 · shares: Represents the forfeiture of performance-based restricted shares granted to the reporting person in 2016 due to the failure to achieve performance goals established by the Compensation Committee. Read SEC document |
| February 27, 2017 Filed Mar 1, 2017 18:54 UTC | Brookdale Senior Living Inc. BKD · Entity 4268 | Tax withholdingCommon Stock | 3,097 | $14.63 | $45,309.11 |
DisclosureSEC source: 0001140361-17-010075 · doc1.xml · nonDerivative · entry 1 DECKER DANIEL A · CIK 0001017013 · Director · Executive Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 184,441 F1 · shares: Represents share withholding to satisfy tax withholding obligations due upon the vesting of restricted stock previously granted to the reporting person. Read SEC document |
| January 01, 2017 Filed Jan 4, 2017 18:32 UTC | Brookdale Senior Living Inc. BKD · Entity 4268 | GrantCommon Stock | 5,199 | $12.42 | $64,571.58 |
DisclosureSEC source: 0001140361-17-000512 · doc1.xml · nonDerivative · entry 1 DECKER DANIEL A · CIK 0001017013 · Director · Executive Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 187,538 F1 · shares: Acquisition of restricted stock units under the Brookdale Senior Living Inc. 2014 Omnibus Incentive Plan pursuant to the issuer's outside director compensation program. Each restricted stock unit will generally be payable in the form of one share of the issuer's common stock following the reporting person's termination of service as a member of the issuer's Board of Directors. The reporting person elected to receive such restricted stock units in lieu of a portion of his quarterly cash compensation. Read SEC document |
| November 07, 2016 Filed Nov 9, 2016 18:56 UTC | Brookdale Senior Living Inc. BKD · Entity 4268 | GrantCommon Stock | 26,245 | $0.00 | $0.00 |
DisclosureSEC source: 0001140361-16-085665 · doc1.xml · nonDerivative · entry 2 DECKER DANIEL A · CIK 0001017013 · Director · Executive Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 182,339 F2 · shares: Grant of performance-based vesting restricted common stock under the 2014 Plan. Vesting will be based on achievement of performance goals established by the Compensation Committee. Any performance-based shares that do not vest at the conclusion of the applicable performance period will be forfeited. Read SEC document |
| November 07, 2016 Filed Nov 9, 2016 18:56 UTC | Brookdale Senior Living Inc. BKD · Entity 4268 | GrantCommon Stock | 26,246 | $0.00 | $0.00 |
DisclosureSEC source: 0001140361-16-085665 · doc1.xml · nonDerivative · entry 1 DECKER DANIEL A · CIK 0001017013 · Director · Executive Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 156,094 F1 · shares: Grant of time-based vesting restricted common stock under the Brookdale Senior Living Inc. 2014 Omnibus Incentive Plan (the "2014 Plan"). Read SEC document |
| October 01, 2016 Filed Oct 3, 2016 21:04 UTC | Brookdale Senior Living Inc. BKD · Entity 4268 | GrantCommon Stock | 3,223 | $17.45 | $56,241.35 |
DisclosureSEC source: 0001140361-16-081482 · doc1.xml · nonDerivative · entry 1 DECKER DANIEL A · CIK 0001017013 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 129,848 F1 · shares: Acquisition of restricted stock units under the Brookdale Senior Living Inc. 2014 Omnibus Incentive Plan pursuant to the issuer's outside director compensation program. Each restricted stock unit will generally be payable in the form of one share of the issuer's common stock following the reporting person's termination of service as a member of the issuer's Board of Directors. The reporting person elected to receive such restricted stock units in lieu of a portion of his quarterly cash compensation. Read SEC document |
| January 26, 2012 Filed Jan 30, 2012 17:01 UTC | WELLTOWER INC. HCN · Entity 2853 | GrantDeferred Stock Units · Derivative | 1,658 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001209191-12-006012 · doc4.xml · derivative · entry 1 DECKER DANIEL A · CIK 0001017013 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,658 Underlying: Common · 1,658 shares Expires 2015-01-26 F1 · 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 three installments, with 553 units vesting on January 26 of each of 2013 and 2014 and 552 units vesting on January 26, 2015. F1 · 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 three installments, with 553 units vesting on January 26 of each of 2013 and 2014 and 552 units vesting on January 26, 2015. F1 · 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 three installments, with 553 units vesting on January 26 of each of 2013 and 2014 and 552 units vesting on January 26, 2015. F1 · 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 three installments, with 553 units vesting on January 26 of each of 2013 and 2014 and 552 units vesting on January 26, 2015. F1 · 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 three installments, with 553 units vesting on January 26 of each of 2013 and 2014 and 552 units vesting on January 26, 2015. F2 · balance_after: Includes (i) 1,658 deferred stock units granted on January 26, 2012, with 553 units vesting on January 26 of each of 2013 and 2014 and 552 units vesting on January 26, 2015. 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.