Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| WELLTOWER INC.HCN · Entity 2853 | Director · President | January 15, 2009 | January 16, 2009 |
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 15, 2009 · Filed January 16, 2009
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 106,907 |
Reported balance
After 2009-01-15 transaction · row 1
1 source rowRow 1 · 2009-01-15 · Tax withholding · Disposed 4,607 · Balance 106,907 |
| Common StockSEC Table I · non-derivative | IndirectRevocable Trust | 29,551 |
Reported balance
Holding disclosure · report date 2009-01-15 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 29,551 F1: Theresa P. Braun Revocable Trust |
| Common StockSEC Table I · non-derivative | IndirectCustodian | 4,139 |
Reported balance
Holding disclosure · report date 2009-01-15 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 4,139 F2: Custodian for Raymond W. Braun, Jr. under the OH Unif Gift to Minors Act |
| Common StockSEC Table I · non-derivative | IndirectCustodian | 4,078 |
Reported balance
Holding disclosure · report date 2009-01-15 · row 4
Holding and transaction disclosures are not merged.
1 source rowRow 4 · Balance 4,078 F3: Custodian for Hillary J. Braun under the OH Unif Gift to Minors Act |
Filing footnotes · ownership attribution and instrument terms
F1: Theresa P. Braun Revocable Trust
F2: Custodian for Raymond W. Braun, Jr. under the OH Unif Gift to Minors Act
F3: Custodian for Hillary J. Braun under the OH Unif Gift to Minors Act
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 |
|---|---|---|---|---|---|---|
| October 31, 2006 Filed Nov 2, 2006 21:44 UTC | WELLTOWER INC. HCN · Entity 2853 | SaleCommon Stock | 2,951 | $41.03 | $121,073.92 |
DisclosureSEC source: 0001209191-06-057322 · doc4.xml · nonDerivative · entry 2 BRAUN RAYMOND W · CIK 0001242817 · President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 55,145 F1 · kind: The sale transaction was pursuant to Mr. Braun's 10b5-1 trading plan. Read SEC document |
| October 31, 2006 Filed Nov 2, 2006 21:44 UTC | WELLTOWER INC. HCN · Entity 2853 | Exercise / conversionCommon Stock | 2,951 | $25.82 | $76,194.82 |
DisclosureSEC source: 0001209191-06-057322 · doc4.xml · nonDerivative · entry 1 BRAUN RAYMOND W · CIK 0001242817 · President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 58,096 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| September 29, 2006 Filed Oct 3, 2006 21:18 UTC | WELLTOWER INC. HCN · Entity 2853 | Exercise / conversionOption (Right to Buy) · Derivative | 2,951 | $0.00 Strike: $25.82 | $0.00 |
DisclosureSEC source: 0001209191-06-053005 · doc4.xml · derivative · entry 6 BRAUN RAYMOND W · CIK 0001242817 · President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 30,212 Underlying: Common · 33,163 shares Expires 2013-01-27 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F6 · price: The options were granted under the Health Care REIT, Inc. 1995 Stock Incentive Plan and had no acquisition price. F5 · derivative.exercise_date: Options for the purchase of 60,779 shares of common stock at $25.82 per share were granted to Mr. Braun on January 27, 2003, which grant has previously been reported. The partial exercise of these options for the purchase of 27,616 shares has previously been reported. Of the remaining options, options for the purchase of 8,852 shares vested on January 15, 2006, options for the purchase of 12,156 shares will vest on January 15, 2007 and options for the purchase of 12,155 shares will vest on January 15, 2008. F5 · derivative.underlying_shares: Options for the purchase of 60,779 shares of common stock at $25.82 per share were granted to Mr. Braun on January 27, 2003, which grant has previously been reported. The partial exercise of these options for the purchase of 27,616 shares has previously been reported. Of the remaining options, options for the purchase of 8,852 shares vested on January 15, 2006, options for the purchase of 12,156 shares will vest on January 15, 2007 and options for the purchase of 12,155 shares will vest on January 15, 2008. Read SEC document |
| September 29, 2006 Filed Oct 3, 2006 21:18 UTC | WELLTOWER INC. HCN · Entity 2853 | SaleCommon Stock | 2,951 | $40.05 | $118,187.55 |
DisclosureSEC source: 0001209191-06-053005 · doc4.xml · nonDerivative · entry 2 BRAUN RAYMOND W · CIK 0001242817 · President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 55,145 F1 · kind: The sale transaction was pursuant to Mr. Braun's 10b5-1 trading plan. Read SEC document |
| September 29, 2006 Filed Oct 3, 2006 21:18 UTC | WELLTOWER INC. HCN · Entity 2853 | Exercise / conversionCommon Stock | 2,951 | $25.82 | $76,194.82 |
DisclosureSEC source: 0001209191-06-053005 · doc4.xml · nonDerivative · entry 1 BRAUN RAYMOND W · CIK 0001242817 · President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 58,096 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| August 31, 2006 Filed Sep 1, 2006 18:30 UTC | WELLTOWER INC. HCN · Entity 2853 | Exercise / conversionOption (Right to Buy) · Derivative | 2,951 | $0.00 Strike: $25.82 | $0.00 |
DisclosureSEC source: 0001209191-06-048560 · doc4.xml · derivative · entry 6 BRAUN RAYMOND W · CIK 0001242817 · President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 33,163 Underlying: Common · 36,114 shares Expires 2013-01-27 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F6 · price: The options were granted under the Health Care REIT, Inc. 1995 Stock Incentive Plan and had no acquisition price. F5 · derivative.exercise_date: Options for the purchase of 60,779 shares of common stock at $25.82 per share were granted to Mr. Braun on January 27, 2003, which grant has previously been reported. The partial exercise of these options for the purchase of 24,665 shares has previously been reported. Of the remaining options, options for the purchase of 11,803 shares vested on January 15, 2006, options for the purchase of 12,156 shares will vest on January 15, 2007 and options for the purchase of 12,155 shares will vest on January 15, 2008. F5 · derivative.underlying_shares: Options for the purchase of 60,779 shares of common stock at $25.82 per share were granted to Mr. Braun on January 27, 2003, which grant has previously been reported. The partial exercise of these options for the purchase of 24,665 shares has previously been reported. Of the remaining options, options for the purchase of 11,803 shares vested on January 15, 2006, options for the purchase of 12,156 shares will vest on January 15, 2007 and options for the purchase of 12,155 shares will vest on January 15, 2008. Read SEC document |
| August 31, 2006 Filed Sep 1, 2006 18:30 UTC | WELLTOWER INC. HCN · Entity 2853 | SaleCommon Stock | 2,951 | $39.45 | $116,416.95 |
DisclosureSEC source: 0001209191-06-048560 · doc4.xml · nonDerivative · entry 2 BRAUN RAYMOND W · CIK 0001242817 · President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 55,145 F1 · kind: The sale transaction was pursuant to Mr. Braun's 10b5-1 trading plan. Read SEC document |
| August 31, 2006 Filed Sep 1, 2006 18:30 UTC | WELLTOWER INC. HCN · Entity 2853 | Exercise / conversionCommon Stock | 2,951 | $25.82 | $76,194.82 |
DisclosureSEC source: 0001209191-06-048560 · doc4.xml · nonDerivative · entry 1 BRAUN RAYMOND W · CIK 0001242817 · President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 58,096 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 |
| July 31, 2006 Filed Aug 2, 2006 16:50 UTC | WELLTOWER INC. HCN · Entity 2853 | Exercise / conversionOption (Right to Buy) · Derivative | 353 | $0.00 Strike: $25.82 | $0.00 |
DisclosureSEC source: 0001209191-06-043793 · doc4.xml · derivative · entry 8 BRAUN RAYMOND W · CIK 0001242817 · President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 36,114 Underlying: Common · 36,467 shares Expires 2013-01-27 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F6 · price: The options were granted under the Health Care REIT, Inc. 1995 Stock Incentive Plan and had no acquisition price. F7 · derivative.exercise_date: Options for the purchase of 60,779 shares of common stock at $25.82 per share were granted to Mr. Braun on January 27, 2003, which grant has previously been reported. The partial exercise of these options for the purchase of 24,312 shares has previously been reported. Of the remaining options, options for the purchase of 12,156 shares vested on January 15, 2006, options for the purchase of 12,156 shares will vest on January 15, 2007 and options for the purchase of 12,155 shares will vest on January 15, 2008. F7 · derivative.underlying_shares: Options for the purchase of 60,779 shares of common stock at $25.82 per share were granted to Mr. Braun on January 27, 2003, which grant has previously been reported. The partial exercise of these options for the purchase of 24,312 shares has previously been reported. Of the remaining options, options for the purchase of 12,156 shares vested on January 15, 2006, options for the purchase of 12,156 shares will vest on January 15, 2007 and options for the purchase of 12,155 shares will vest on January 15, 2008. Read SEC document |
| July 31, 2006 Filed Aug 2, 2006 16:50 UTC | WELLTOWER INC. HCN · Entity 2853 | Exercise / conversionOption (Right to Buy) · Derivative | 2,598 | $0.00 Strike: $24.42 | $0.00 |
DisclosureSEC source: 0001209191-06-043793 · doc4.xml · derivative · entry 7 BRAUN RAYMOND W · CIK 0001242817 · President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,250 Underlying: Common · 21,848 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. 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 96,250 shares of common stock at $24.42 per share were granted to Mr. Braun on December 12, 2001, which grant has previously been reported. The partial exercise of these options for the purchase of 74,402 shares has previously been reported. Of the remaining options, options for the purchase of 2,598 shares vested on December 15, 2005 and options for the purchase of 19,250 shares will vest on December 15, 2006. F5 · derivative.underlying_shares: Options for the purchase of 96,250 shares of common stock at $24.42 per share were granted to Mr. Braun on December 12, 2001, which grant has previously been reported. The partial exercise of these options for the purchase of 74,402 shares has previously been reported. Of the remaining options, options for the purchase of 2,598 shares vested on December 15, 2005 and options for the purchase of 19,250 shares will vest on December 15, 2006. Read SEC document |
| July 31, 2006 Filed Aug 2, 2006 16:50 UTC | WELLTOWER INC. HCN · Entity 2853 | SaleCommon Stock | 2,951 | $36.19 | $106,796.69 |
DisclosureSEC source: 0001209191-06-043793 · doc4.xml · nonDerivative · entry 3 BRAUN RAYMOND W · CIK 0001242817 · President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 55,145 F1 · kind: The sale transaction was pursuant to Mr. Braun's 10b5-1 trading plan. Read SEC document |
| July 31, 2006 Filed Aug 2, 2006 16:50 UTC | WELLTOWER INC. HCN · Entity 2853 | Exercise / conversionCommon Stock | 353 | $25.82 | $9,114.46 |
DisclosureSEC source: 0001209191-06-043793 · doc4.xml · nonDerivative · entry 2 BRAUN RAYMOND W · CIK 0001242817 · President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 58,096 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 |
| July 31, 2006 Filed Aug 2, 2006 16:50 UTC | WELLTOWER INC. HCN · Entity 2853 | Exercise / conversionCommon Stock | 2,598 | $24.42 | $63,443.16 |
DisclosureSEC source: 0001209191-06-043793 · doc4.xml · nonDerivative · entry 1 BRAUN RAYMOND W · CIK 0001242817 · President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 57,743 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 |
| July 20, 2006 Filed Jul 24, 2006 20:42 UTC | WELLTOWER INC. HCN · Entity 2853 | Exercise / conversionOption (Righit to Buy) · Derivative | 15,902 | $0.00 Strike: $24.42 | $0.00 |
DisclosureSEC source: 0001209191-06-042128 · doc4.xml · derivative · entry 6 BRAUN RAYMOND W · CIK 0001242817 · President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 21,848 Underlying: Common · 37,750 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. 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 96,250 shares of common stock at $24.42 per share were granted to Mr. Braun on December 12, 2001, which grant has previously been reported. The partial exercise of these options for the purchase of 58,500 shares has previously been reported. Of the remaining options, options for the purchase of 18,500 shares vested on December 15, 2005 and options for the purchase of 19,250 shares will vest on December 15, 2006. F5 · derivative.underlying_shares: Options for the purchase of 96,250 shares of common stock at $24.42 per share were granted to Mr. Braun on December 12, 2001, which grant has previously been reported. The partial exercise of these options for the purchase of 58,500 shares has previously been reported. Of the remaining options, options for the purchase of 18,500 shares vested on December 15, 2005 and options for the purchase of 19,250 shares will vest on December 15, 2006. Read SEC document |
| July 20, 2006 Filed Jul 24, 2006 20:42 UTC | WELLTOWER INC. HCN · Entity 2853 | SaleCommon Stock | 15,902 | $36.00 | $572,472.00 |
DisclosureSEC source: 0001209191-06-042128 · doc4.xml · nonDerivative · entry 2 BRAUN RAYMOND W · CIK 0001242817 · President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 55,145 F1 · kind: The sale transaction was pursuant to Mr. Braun's 10b5-1 trading plan. Read SEC document |
| July 20, 2006 Filed Jul 24, 2006 20:42 UTC | WELLTOWER INC. HCN · Entity 2853 | Exercise / conversionCommon Stock | 15,902 | $24.42 | $388,326.84 |
DisclosureSEC source: 0001209191-06-042128 · doc4.xml · nonDerivative · entry 1 BRAUN RAYMOND W · CIK 0001242817 · President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 71,047 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 31, 2006 Filed Apr 4, 2006 20:19 UTC | WELLTOWER INC. HCN · Entity 2853 | Exercise / conversionOption (Righit to Buy) · Derivative | 750 | $0.00 Strike: $24.42 | $0.00 |
DisclosureSEC source: 0001209191-06-021857 · doc4.xml · derivative · entry 8 BRAUN RAYMOND W · CIK 0001242817 · President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 37,750 Underlying: Common · 38,500 shares Expires 2011-12-12 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F6 · price: The options were granted under the Health Care REIT, Inc. 1995 Stock Incentive Plan and had no acquisition price. F7 · derivative.exercise_date: Options for the purchase of 96,250 shares of common stock at $24.42 per share were granted to Mr. Braun on December 12, 2001, which grant has previously been reported. The partial exercise of these options for the purchase of 57,750 shares has previously been reported. Of the remaining options, options for the purchase of 19,250 shares vested on December 15, 2005 and options for the purchase of 19,250 shares will vest on December 15, 2006. F7 · derivative.underlying_shares: Options for the purchase of 96,250 shares of common stock at $24.42 per share were granted to Mr. Braun on December 12, 2001, which grant has previously been reported. The partial exercise of these options for the purchase of 57,750 shares has previously been reported. Of the remaining options, options for the purchase of 19,250 shares vested on December 15, 2005 and options for the purchase of 19,250 shares will vest on December 15, 2006. Read SEC document |
| March 31, 2006 Filed Apr 4, 2006 20:19 UTC | WELLTOWER INC. HCN · Entity 2853 | Exercise / conversionOption (Right to Buy) · Derivative | 9,250 | $0.00 Strike: $16.81 | $0.00 |
DisclosureSEC source: 0001209191-06-021857 · doc4.xml · derivative · entry 7 BRAUN RAYMOND W · CIK 0001242817 · President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common · 9,250 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 96,250 shares of common stock at $16.81 per share were granted to Mr. Braun on October 17, 2000, which grant has previously been reported. The partial exercise of these options for the purchase of 87,000 shares has previously been reported. Of the remaining options, options for the purchase of 9,250 shares vested on December 15, 2005. F5 · derivative.underlying_shares: Options for the purchase of 96,250 shares of common stock at $16.81 per share were granted to Mr. Braun on October 17, 2000, which grant has previously been reported. The partial exercise of these options for the purchase of 87,000 shares has previously been reported. Of the remaining options, options for the purchase of 9,250 shares vested on December 15, 2005. Read SEC document |
| March 31, 2006 Filed Apr 4, 2006 20:19 UTC | WELLTOWER INC. HCN · Entity 2853 | SaleCommon Stock | 10,000 | $37.43 | $374,313.00 |
DisclosureSEC source: 0001209191-06-021857 · doc4.xml · nonDerivative · entry 3 BRAUN RAYMOND W · CIK 0001242817 · President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 55,145 F1 · kind: The sale transaction was pursuant to Mr. Braun's 10b5-1 trading plan. Read SEC document |
| March 31, 2006 Filed Apr 4, 2006 20:19 UTC | WELLTOWER INC. HCN · Entity 2853 | Exercise / conversionCommon Stock | 750 | $24.42 | $18,315.00 |
DisclosureSEC source: 0001209191-06-021857 · doc4.xml · nonDerivative · entry 2 BRAUN RAYMOND W · CIK 0001242817 · President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 65,145 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 31, 2006 Filed Apr 4, 2006 20:19 UTC | WELLTOWER INC. HCN · Entity 2853 | Exercise / conversionCommon Stock | 9,250 | $16.81 | $155,492.50 |
DisclosureSEC source: 0001209191-06-021857 · doc4.xml · nonDerivative · entry 1 BRAUN RAYMOND W · CIK 0001242817 · President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 64,395 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 28, 2006 Filed Mar 2, 2006 22:19 UTC | WELLTOWER INC. HCN · Entity 2853 | Exercise / conversionOption (Right to Buy) · Derivative | 10,000 | $0.00 Strike: $16.81 | $0.00 |
DisclosureSEC source: 0001209191-06-014749 · doc4.xml · derivative · entry 6 BRAUN RAYMOND W · CIK 0001242817 · President & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,250 Underlying: Common · 19,250 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 96,250 shares of common stock at $16.81 per share were granted to Mr. Braun on October 17, 2000, which grant has previously been reported. The partial exercise of these options for the purchase of 77,000 shares has previously been reported. Of the remaining options, options for the purchase of 19,250 shares vested on December 15, 2005. F5 · derivative.underlying_shares: Options for the purchase of 96,250 shares of common stock at $16.81 per share were granted to Mr. Braun on October 17, 2000, which grant has previously been reported. The partial exercise of these options for the purchase of 77,000 shares has previously been reported. Of the remaining options, options for the purchase of 19,250 shares vested on December 15, 2005. Read SEC document |
| February 28, 2006 Filed Mar 2, 2006 22:19 UTC | WELLTOWER INC. HCN · Entity 2853 | SaleCommon Stock | 10,000 | $36.50 | $364,966.00 |
DisclosureSEC source: 0001209191-06-014749 · doc4.xml · nonDerivative · entry 2 BRAUN RAYMOND W · CIK 0001242817 · President & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 55,145 F1 · kind: The sale transaction was pursuant to Mr. Braun's 10b5-1 trading plan. Read SEC document |
| February 28, 2006 Filed Mar 2, 2006 22:19 UTC | WELLTOWER INC. HCN · Entity 2853 | Exercise / conversionCommon Stock | 10,000 | $16.81 | $168,100.00 |
DisclosureSEC source: 0001209191-06-014749 · doc4.xml · nonDerivative · entry 1 BRAUN RAYMOND W · CIK 0001242817 · President & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 65,145 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 23, 2006 Filed Jan 25, 2006 21:04 UTC | WELLTOWER INC. HCN · Entity 2853 | GrantOption (Right to Buy) · Derivative | 24,930 | $0.00 Strike: $36.50 | $0.00 |
DisclosureSEC source: 0001209191-06-004989 · doc4.xml · derivative · entry 5 BRAUN RAYMOND W · CIK 0001242817 · President & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 24,930 Underlying: Common · 24,930 shares Expires 2016-01-23 F6 · price: The options were granted under the Health Care REIT, Inc. 2005 Long-Term Incentive Plan and had no acquisition price. F5 · derivative.exercise_date: Options for the purchase of 24,930 shares of common stock at $36.50 per share were granted to Mr. Braun on January 23, 2006. Options for the purchase of 4,987 shares will vest on January 15, 2007, options for the purchase of 4,986 shares will vest on January 15 of each 2008, 2009, 2010 and options for the purchase of 4,985 shares will vest on January 15, 2011. F5 · derivative.underlying_shares: Options for the purchase of 24,930 shares of common stock at $36.50 per share were granted to Mr. Braun on January 23, 2006. Options for the purchase of 4,987 shares will vest on January 15, 2007, options for the purchase of 4,986 shares will vest on January 15 of each 2008, 2009, 2010 and options for the purchase of 4,985 shares will vest on January 15, 2011. Read SEC document |
| January 23, 2006 Filed Jan 25, 2006 21:04 UTC | WELLTOWER INC. HCN · Entity 2853 | GrantCommon Stock | 10,788 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-06-004989 · doc4.xml · nonDerivative · entry 1 BRAUN RAYMOND W · CIK 0001242817 · President & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 55,145 F1 · price: These 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 |
| January 15, 2006 Filed Jan 18, 2006 23:49 UTC | WELLTOWER INC. HCN · Entity 2853 | Tax withholdingCommon Stock | 3,358 | $36.23 | $121,660.34 |
DisclosureSEC source: 0001209191-06-003999 · doc4.xml · nonDerivative · entry 1 BRAUN RAYMOND W · CIK 0001242817 · President & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 51,254 Read SEC document |
| January 13, 2006 Filed Jan 18, 2006 23:49 UTC | WELLTOWER INC. HCN · Entity 2853 | GiftCommon Stock | 6,897 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-06-003999 · doc4.xml · nonDerivative · entry 3 BRAUN RAYMOND W · CIK 0001242817 · President & CFO 10b5-1 filing: Not disclosed Ownership: Indirect · Revocable Trust Disclosed balance after: 37,698 F1 · price: The securities were gifted and had no disposition or acquisition price. F2 · ownership.nature: Theresa P. Braun Revocable Trust Read SEC document |
| January 13, 2006 Filed Jan 18, 2006 23:49 UTC | WELLTOWER INC. HCN · Entity 2853 | GiftCommon Stock | 6,897 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-06-003999 · doc4.xml · nonDerivative · entry 2 BRAUN RAYMOND W · CIK 0001242817 · President & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 44,357 F1 · price: The securities were gifted and had no disposition or acquisition price. Read SEC document |
| December 16, 2005 Filed Dec 20, 2005 21:14 UTC | WELLTOWER INC. HCN · Entity 2853 | GiftCommon Stock | 4,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-05-064517 · doc4.xml · nonDerivative · entry 3 BRAUN RAYMOND W · CIK 0001242817 · President & CFO 10b5-1 filing: Not disclosed Ownership: Indirect · Custodian Disclosed balance after: 10,000 F1 · price: The securities were gifted and had no disposition or acquisition price. F3 · ownership.nature: Custodian for Raymond W. Braun, Jr. under the OH Unif Gift to Minors Act Read SEC document |
| December 16, 2005 Filed Dec 20, 2005 21:14 UTC | WELLTOWER INC. HCN · Entity 2853 | GiftCommon Stock | 231 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-05-064517 · doc4.xml · nonDerivative · entry 2 BRAUN RAYMOND W · CIK 0001242817 · President & CFO 10b5-1 filing: Not disclosed Ownership: Indirect · Revocable Trust Disclosed balance after: 30,801 F1 · price: The securities were gifted and had no disposition or acquisition price. F2 · ownership.nature: Theresa P. Braun Revocable Trust Read SEC document |
| December 16, 2005 Filed Dec 20, 2005 21:14 UTC | WELLTOWER INC. HCN · Entity 2853 | GiftCommon Stock | 4,231 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-05-064517 · doc4.xml · nonDerivative · entry 1 BRAUN RAYMOND W · CIK 0001242817 · President & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 54,612 F1 · price: The securities were gifted and had no disposition or acquisition price. Read SEC document |
| December 15, 2005 Filed Dec 16, 2005 20:30 UTC | WELLTOWER INC. HCN · Entity 2853 | Tax withholdingCommon Stock | 1,771 | $33.92 | $60,072.32 |
DisclosureSEC source: 0001209191-05-063886 · doc4.xml · nonDerivative · entry 1 BRAUN RAYMOND W · CIK 0001242817 · President & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 58,843 Read SEC document |
| August 01, 2005 Filed Aug 3, 2005 18:19 UTC | WELLTOWER INC. HCN · Entity 2853 | GiftCommon Stock | 3,008 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-05-040382 · doc4.xml · nonDerivative · entry 2 BRAUN RAYMOND W · CIK 0001242817 · President & CFO 10b5-1 filing: Not disclosed Ownership: Indirect · Custodian Disclosed balance after: 10,008 F1 · price: The securities were gifted and had no disposition or acquisition price. F2 · ownership.nature: Custodian for Hillary J. Braun under the OH Unif Gift to Minors Act Read SEC document |
| August 01, 2005 Filed Aug 3, 2005 18:19 UTC | WELLTOWER INC. HCN · Entity 2853 | GiftCommon Stock | 6,443 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-05-040382 · doc4.xml · nonDerivative · entry 1 BRAUN RAYMOND W · CIK 0001242817 · President & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 60,614 F1 · price: The securities were gifted and had no disposition or acquisition price. Read SEC document |
| June 30, 2005 Filed Jul 5, 2005 20:33 UTC | WELLTOWER INC. HCN · Entity 2853 | Exercise / conversionOption (Right to Buy) · Derivative | 10,526 | $0.00 Strike: $25.82 | $0.00 |
DisclosureSEC source: 0001209191-05-035156 · doc4.xml · derivative · entry 6 BRAUN RAYMOND W · CIK 0001242817 · President & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 36,467 Underlying: Common · 46,993 shares Expires 2013-01-27 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F6 · price: The options were granted under the Health Care REIT, Inc. 1995 Stock Incentive Plan and had no acquisition price. F5 · derivative.exercise_date: Options for the purchase of 60,779 shares of common stock at $25.82 per share were granted to Mr. Braun on January 27, 2003, which grant has previously been reported. The partial exercise of these options for the purchase of 13,786 shares has previously been reported. Of the remaining options, options for the purchase of 10,526 shares vested on January 15, 2005 and options for the purchase of 12,156 shares will vest on January 15 of each 2006 and 2007 and options for the purchase of 12,155 shares will vest on January 15, 2008. F5 · derivative.underlying_shares: Options for the purchase of 60,779 shares of common stock at $25.82 per share were granted to Mr. Braun on January 27, 2003, which grant has previously been reported. The partial exercise of these options for the purchase of 13,786 shares has previously been reported. Of the remaining options, options for the purchase of 10,526 shares vested on January 15, 2005 and options for the purchase of 12,156 shares will vest on January 15 of each 2006 and 2007 and options for the purchase of 12,155 shares will vest on January 15, 2008. Read SEC document |
| June 30, 2005 Filed Jul 5, 2005 20:33 UTC | WELLTOWER INC. HCN · Entity 2853 | SaleCommon Stock | 10,526 | $37.43 | $393,999.76 |
DisclosureSEC source: 0001209191-05-035156 · doc4.xml · nonDerivative · entry 2 BRAUN RAYMOND W · CIK 0001242817 · President & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 67,057 F1 · kind: The sale transaction was pursuant to Mr. Braun's 10b5-1 trading plan. Read SEC document |
| June 30, 2005 Filed Jul 5, 2005 20:33 UTC | WELLTOWER INC. HCN · Entity 2853 | Exercise / conversionCommon Stock | 10,526 | $25.82 | $271,781.32 |
DisclosureSEC source: 0001209191-05-035156 · doc4.xml · nonDerivative · entry 1 BRAUN RAYMOND W · CIK 0001242817 · President & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 77,583 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 31, 2005 Filed Jun 2, 2005 19:35 UTC | WELLTOWER INC. HCN · Entity 2853 | Exercise / conversionOption (Right to Buy) · Derivative | 1,630 | $0.00 Strike: $25.82 | $0.00 |
DisclosureSEC source: 0001209191-05-029638 · doc4.xml · derivative · entry 8 BRAUN RAYMOND W · CIK 0001242817 · President & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 46,993 Underlying: Common · 48,623 shares Expires 2013-01-27 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F6 · price: The options were granted under the Health Care REIT, Inc. 1995 Stock Incentive Plan and had no acquisition price. F7 · derivative.exercise_date: Options for the purchase of 60,779 shares of common stock at $25.82 per share were granted to Mr. Braun on January 27, 2003, which grant has previously been reported. The partial exercise of these options for the purchase of 12,156 shares has previously been reported. Of the remaining options, options for the purchase of 12,156 shares vested on January 15, 2005 and options for the purchase of 12,156 shares will vest on January 15 of each 2006 and 2007 and options for the purchase of 12,155 shares will vest on January 15, 2008. F7 · derivative.underlying_shares: Options for the purchase of 60,779 shares of common stock at $25.82 per share were granted to Mr. Braun on January 27, 2003, which grant has previously been reported. The partial exercise of these options for the purchase of 12,156 shares has previously been reported. Of the remaining options, options for the purchase of 12,156 shares vested on January 15, 2005 and options for the purchase of 12,156 shares will vest on January 15 of each 2006 and 2007 and options for the purchase of 12,155 shares will vest on January 15, 2008. Read SEC document |
| May 31, 2005 Filed Jun 2, 2005 19:35 UTC | WELLTOWER INC. HCN · Entity 2853 | Exercise / conversionOption (Right to Buy) · Derivative | 8,896 | $0.00 Strike: $24.42 | $0.00 |
DisclosureSEC source: 0001209191-05-029638 · doc4.xml · derivative · entry 7 BRAUN RAYMOND W · CIK 0001242817 · President & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 38,500 Underlying: Common · 47,396 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. 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 96,250 shares of common stock at $24.42 per share were granted to Mr. Braun on December 12, 2001, which grant has previously been reported. The partial exercise of these options for the purchase of 48,854 shares has previously been reported. Of the remaining options, options for the purchase of 8,896 shares vested on December 15, 2004 and options for the purchase of 19,250 shares will vest on December 15 of each 2005 and 2006. F5 · derivative.underlying_shares: Options for the purchase of 96,250 shares of common stock at $24.42 per share were granted to Mr. Braun on December 12, 2001, which grant has previously been reported. The partial exercise of these options for the purchase of 48,854 shares has previously been reported. Of the remaining options, options for the purchase of 8,896 shares vested on December 15, 2004 and options for the purchase of 19,250 shares will vest on December 15 of each 2005 and 2006. Read SEC document |
| May 31, 2005 Filed Jun 2, 2005 19:35 UTC | WELLTOWER INC. HCN · Entity 2853 | SaleCommon Stock | 10,526 | $35.00 | $368,410.00 |
DisclosureSEC source: 0001209191-05-029638 · doc4.xml · nonDerivative · entry 3 BRAUN RAYMOND W · CIK 0001242817 · President & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 67,057 F1 · kind: The sale transaction was pursuant to Mr. Braun's 10b5-1 trading plan. Read SEC document |
| May 31, 2005 Filed Jun 2, 2005 19:35 UTC | WELLTOWER INC. HCN · Entity 2853 | Exercise / conversionCommon Stock | 1,630 | $25.82 | $42,086.60 |
DisclosureSEC source: 0001209191-05-029638 · doc4.xml · nonDerivative · entry 2 BRAUN RAYMOND W · CIK 0001242817 · President & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 77,583 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 31, 2005 Filed Jun 2, 2005 19:35 UTC | WELLTOWER INC. HCN · Entity 2853 | Exercise / conversionCommon Stock | 8,896 | $24.42 | $217,240.32 |
DisclosureSEC source: 0001209191-05-029638 · doc4.xml · nonDerivative · entry 1 BRAUN RAYMOND W · CIK 0001242817 · President & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 75,953 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 23, 2005 Filed May 24, 2005 19:58 UTC | WELLTOWER INC. HCN · Entity 2853 | Exercise / conversionOption (Right to Buy) · Derivative | 10,354 | $0.00 Strike: $24.42 | $0.00 |
DisclosureSEC source: 0001209191-05-027970 · doc4.xml · derivative · entry 10 BRAUN RAYMOND W · CIK 0001242817 · President & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 47,396 Underlying: Common · 57,750 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. F6 · price: The options were granted under the Health Care REIT, Inc. 1995 Stock Incentive Plan and had no acquisition price. F8 · derivative.exercise_date: Options for the purchase of 96,250 shares of common stock at $24.42 per share were granted to Mr. Braun on December 12, 2001, which grant has previously been reported. The partial exercise of these options for the purchase of 38,500 shares has previously been reported. Of the remaining options, options for the purchase of 19,250 shares vested on December 15, 2004 and options for the purchase of 19,250 shares will vest on December 15 of each 2005 and 2006. F8 · derivative.underlying_shares: Options for the purchase of 96,250 shares of common stock at $24.42 per share were granted to Mr. Braun on December 12, 2001, which grant has previously been reported. The partial exercise of these options for the purchase of 38,500 shares has previously been reported. Of the remaining options, options for the purchase of 19,250 shares vested on December 15, 2004 and options for the purchase of 19,250 shares will vest on December 15 of each 2005 and 2006. Read SEC document |
| May 23, 2005 Filed May 24, 2005 19:58 UTC | WELLTOWER INC. HCN · Entity 2853 | Exercise / conversionOption (Right to Buy) · Derivative | 8,724 | $0.00 Strike: $16.81 | $0.00 |
DisclosureSEC source: 0001209191-05-027970 · doc4.xml · derivative · entry 9 BRAUN RAYMOND W · CIK 0001242817 · President & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,250 Underlying: Common · 27,974 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. F7 · derivative.exercise_date: Options for the purchase of 96,250 shares of common stock at $16.81 per share were granted to Mr. Braun on October 17, 2000, which grant has previously been reported. The partial exercise of these options for the purchase of 68,276 shares has previously been reported. Of the remaining options, options for the purchase of 8,724 shares vested on December 15, 2004 and options for the purchase of 19,250 shares will vest on December 15, 2005. F7 · derivative.underlying_shares: Options for the purchase of 96,250 shares of common stock at $16.81 per share were granted to Mr. Braun on October 17, 2000, which grant has previously been reported. The partial exercise of these options for the purchase of 68,276 shares has previously been reported. Of the remaining options, options for the purchase of 8,724 shares vested on December 15, 2004 and options for the purchase of 19,250 shares will vest on December 15, 2005. Read SEC document |
| May 23, 2005 Filed May 24, 2005 19:58 UTC | WELLTOWER INC. HCN · Entity 2853 | Exercise / conversionOption (Right to Buy) · Derivative | 12,500 | $0.00 Strike: $19.88 | $0.00 |
DisclosureSEC source: 0001209191-05-027970 · doc4.xml · derivative · entry 8 BRAUN RAYMOND W · CIK 0001242817 · President & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common · 12,500 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 62,500 shares of common stock at $19.875 per share were granted to Mr. Braun on September 29, 1999, which grant has previously been reported. The partial exercise of these options for the purchase of 50,000 shares has previously been reported. Of the remaining options, options for the purchase of 12,500 shares vested on December 15, 2004. F5 · derivative.underlying_shares: Options for the purchase of 62,500 shares of common stock at $19.875 per share were granted to Mr. Braun on September 29, 1999, which grant has previously been reported. The partial exercise of these options for the purchase of 50,000 shares has previously been reported. Of the remaining options, options for the purchase of 12,500 shares vested on December 15, 2004. Read SEC document |
| May 23, 2005 Filed May 24, 2005 19:58 UTC | WELLTOWER INC. HCN · Entity 2853 | SaleCommon Stock | 31,578 | $35.00 | $1,105,230.00 |
DisclosureSEC source: 0001209191-05-027970 · doc4.xml · nonDerivative · entry 4 BRAUN RAYMOND W · CIK 0001242817 · President & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 67,057 F1 · kind: The sale transaction was pursuant to Mr. Braun's 10b5-1 trading plan. Read SEC document |
| May 23, 2005 Filed May 24, 2005 19:58 UTC | WELLTOWER INC. HCN · Entity 2853 | Exercise / conversionCommon Stock | 10,354 | $24.42 | $252,844.68 |
DisclosureSEC source: 0001209191-05-027970 · doc4.xml · nonDerivative · entry 3 BRAUN RAYMOND W · CIK 0001242817 · President & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 98,635 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 23, 2005 Filed May 24, 2005 19:58 UTC | WELLTOWER INC. HCN · Entity 2853 | Exercise / conversionCommon Stock | 12,500 | $19.88 | $248,437.50 |
DisclosureSEC source: 0001209191-05-027970 · doc4.xml · nonDerivative · entry 2 BRAUN RAYMOND W · CIK 0001242817 · President & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 88,281 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 23, 2005 Filed May 24, 2005 19:58 UTC | WELLTOWER INC. HCN · Entity 2853 | Exercise / conversionCommon Stock | 8,724 | $16.81 | $146,650.44 |
DisclosureSEC source: 0001209191-05-027970 · doc4.xml · nonDerivative · entry 1 BRAUN RAYMOND W · CIK 0001242817 · President & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 75,781 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.