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 |
|---|---|---|---|---|---|---|
| March 01, 2004 Filed Mar 3, 2004 18:04 UTC | WELLTOWER INC. HCN · Entity 2853 | Exercise / conversionOption (Right to Buy) · Derivative | 7,125 | $0.00 Strike: $23.50 | $0.00 |
DisclosureSEC source: 0001209191-04-013936 · doc4.xml · derivative · entry 8 BRAUN RAYMOND W · CIK 0001242817 · President & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,375 Underlying: Common · 12,500 shares Expires 2008-11-19 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F7 · price: The options were granted under the Health Care REIT, Inc. 1995 Stock Incentive Plan and had no acquisition price. F6 · derivative.exercise_date: Options for the purchase of 62,500 shares of common stock at $23.50 per share were granted to Mr. Braun on November 19, 1998, which grant has previously been reported. The partial exercise of these options for the purchase of 47,566 shares has previously been reported. Of the remaining options, options for the purchase of 2,434 shares vested on December 15, 2002 and options for the purchase of 12,500 vested on December 15, 2003. F6 · derivative.underlying_shares: Options for the purchase of 62,500 shares of common stock at $23.50 per share were granted to Mr. Braun on November 19, 1998, which grant has previously been reported. The partial exercise of these options for the purchase of 47,566 shares has previously been reported. Of the remaining options, options for the purchase of 2,434 shares vested on December 15, 2002 and options for the purchase of 12,500 vested on December 15, 2003. Read SEC document |
| March 01, 2004 Filed Mar 3, 2004 18:04 UTC | WELLTOWER INC. HCN · Entity 2853 | Exercise / conversionOption (Right to Buy) · Derivative | 2,434 | $0.00 Strike: $23.50 | $0.00 |
DisclosureSEC source: 0001209191-04-013936 · doc4.xml · derivative · entry 7 BRAUN RAYMOND W · CIK 0001242817 · President & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,500 Underlying: Common · 14,934 shares Expires 2008-11-19 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F7 · price: The options were granted under the Health Care REIT, Inc. 1995 Stock Incentive Plan and had no acquisition price. F6 · derivative.exercise_date: Options for the purchase of 62,500 shares of common stock at $23.50 per share were granted to Mr. Braun on November 19, 1998, which grant has previously been reported. The partial exercise of these options for the purchase of 47,566 shares has previously been reported. Of the remaining options, options for the purchase of 2,434 shares vested on December 15, 2002 and options for the purchase of 12,500 vested on December 15, 2003. F6 · derivative.underlying_shares: Options for the purchase of 62,500 shares of common stock at $23.50 per share were granted to Mr. Braun on November 19, 1998, which grant has previously been reported. The partial exercise of these options for the purchase of 47,566 shares has previously been reported. Of the remaining options, options for the purchase of 2,434 shares vested on December 15, 2002 and options for the purchase of 12,500 vested on December 15, 2003. Read SEC document |
| March 01, 2004 Filed Mar 3, 2004 18:04 UTC | WELLTOWER INC. HCN · Entity 2853 | SaleCommon Stock | 9,559 | $37.76 | $360,947.84 |
DisclosureSEC source: 0001209191-04-013936 · doc4.xml · nonDerivative · entry 2 BRAUN RAYMOND W · CIK 0001242817 · President & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 72,778 F1 · kind: The sale transaction was pursuant to Mr. Braun's 10b5-1 trading plan. Read SEC document |
| March 01, 2004 Filed Mar 3, 2004 18:04 UTC | WELLTOWER INC. HCN · Entity 2853 | Exercise / conversionCommon Stock | 9,559 | $23.50 | $224,636.50 |
DisclosureSEC source: 0001209191-04-013936 · doc4.xml · nonDerivative · entry 1 BRAUN RAYMOND W · CIK 0001242817 · President & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 82,337 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 25, 2004 Filed Mar 3, 2004 18:04 UTC | WELLTOWER INC. HCN · Entity 2853 | GiftCommon Stock | 4,316 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-04-013936 · doc4.xml · nonDerivative · entry 4 BRAUN RAYMOND W · CIK 0001242817 · President & CFO 10b5-1 filing: Not disclosed Ownership: Indirect · Revocable Trust Disclosed balance after: 29,320 F2 · price: The securities were gifted and had no acquisition or disposition price. F3 · ownership.nature: Theresa P. Braun Revocable Trust Read SEC document |
| February 25, 2004 Filed Mar 3, 2004 18:04 UTC | WELLTOWER INC. HCN · Entity 2853 | GiftCommon Stock | 4,316 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-04-013936 · doc4.xml · nonDerivative · entry 3 BRAUN RAYMOND W · CIK 0001242817 · President & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 68,462 F2 · price: The securities were gifted and had no acquisition or disposition price. Read SEC document |
| February 02, 2004 Filed Feb 3, 2004 22:07 UTC | WELLTOWER INC. HCN · Entity 2853 | Exercise / conversionOption (RIght to Buy) · Derivative | 9,566 | $0.00 Strike: $23.50 | $0.00 |
DisclosureSEC source: 0001209191-04-006476 · doc4.xml · derivative · entry 6 BRAUN RAYMOND W · CIK 0001242817 · President & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,934 Underlying: Common · 24,500 shares Expires 2008-11-19 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. 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 $23.50 per share were granted to Mr. Braun on November 19, 1998, which grant has previously been reported. The partial exercise of these options for the purchase of 38,000 shares has previously been reported. Of the remaining options, options for the purchase of 12,000 shares vested on December 15, 2002 and options for the pruchase of 12,500 vested on December 15, 2003. F5 · derivative.underlying_shares: Options for the purchase of 62,500 shares of common stock at $23.50 per share were granted to Mr. Braun on November 19, 1998, which grant has previously been reported. The partial exercise of these options for the purchase of 38,000 shares has previously been reported. Of the remaining options, options for the purchase of 12,000 shares vested on December 15, 2002 and options for the pruchase of 12,500 vested on December 15, 2003. Read SEC document |
| February 02, 2004 Filed Feb 3, 2004 22:07 UTC | WELLTOWER INC. HCN · Entity 2853 | SaleCommon Stock | 9,566 | $37.15 | $355,376.90 |
DisclosureSEC source: 0001209191-04-006476 · doc4.xml · nonDerivative · entry 2 BRAUN RAYMOND W · CIK 0001242817 · President & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 72,778 F1 · kind: The sale transaction was pursuant to Mr. Braun's 10b5-1 trading plan. Read SEC document |
| February 02, 2004 Filed Feb 3, 2004 22:07 UTC | WELLTOWER INC. HCN · Entity 2853 | Exercise / conversionCommon Stock | 9,566 | $23.50 | $224,801.00 |
DisclosureSEC source: 0001209191-04-006476 · doc4.xml · nonDerivative · entry 1 BRAUN RAYMOND W · CIK 0001242817 · President & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 82,344 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| January 26, 2004 Filed Jan 28, 2004 21:51 UTC | WELLTOWER INC. HCN · Entity 2853 | GrantOption (RIght to Buy) · Derivative | 18,187 | $0.00 Strike: $37.00 | $0.00 |
DisclosureSEC source: 0001209191-04-005130 · doc4.xml · derivative · entry 5 BRAUN RAYMOND W · CIK 0001242817 · President & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,187 Underlying: Common · 18,187 shares Expires 2014-01-26 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 18,187 shares of common stock at $37.00 per share were granted to Mr. Braun on January 26, 2004. Options for the purchase of 3,638 shares will vest on January 15 of each 2005 and 2006 and options for the purchase of 3,637 shares will vest on January 15 of each 2007, 2008 and 2009. F5 · derivative.underlying_shares: Options for the purchase of 18,187 shares of common stock at $37.00 per share were granted to Mr. Braun on January 26, 2004. Options for the purchase of 3,638 shares will vest on January 15 of each 2005 and 2006 and options for the purchase of 3,637 shares will vest on January 15 of each 2007, 2008 and 2009. Read SEC document |
| January 26, 2004 Filed Jan 28, 2004 21:51 UTC | WELLTOWER INC. HCN · Entity 2853 | GrantCommon Stock | 10,779 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-04-005130 · doc4.xml · nonDerivative · entry 1 BRAUN RAYMOND W · CIK 0001242817 · President & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 72,778 F1 · price: These shares were granted without cash consideration as shares of restricted stock under the Health Care REIT, Inc. 1995 Stock Incentive Plan. Read SEC document |
| January 15, 2004 Filed Jan 20, 2004 14:36 UTC | WELLTOWER INC. HCN · Entity 2853 | Tax withholdingCommon Stock | 1,874 | $36.68 | $68,738.32 |
DisclosureSEC source: 0001209191-04-003534 · doc4.xml · nonDerivative · entry 1 BRAUN RAYMOND W · CIK 0001242817 · President & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 61,999 Read SEC document |
| January 02, 2004 Filed Jan 6, 2004 19:11 UTC | WELLTOWER INC. HCN · Entity 2853 | Exercise / conversionOption (Right to Buy) · Derivative | 12,500 | $0.00 Strike: $19.88 | $0.00 |
DisclosureSEC source: 0001209191-04-001385 · doc4.xml · derivative · entry 9 BRAUN RAYMOND W · CIK 0001242817 · President & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,500 Underlying: Common · 25,000 shares Expires 2009-09-29 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F6 · price: The options were granted under the Health Care REIT, Inc. 1995 Stock Incentive Plan and had no acquisition price. F7 · 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 28,500 shares has previsouly been reported. Of the remaining options, options for the purchase of 9,000 shares vested on December 15, 2002, options for the purchase of 12,500 shares vested on December 15, 2003 and options for the purchase of 12,500 shares will vest on December 15, 2004. F7 · 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 28,500 shares has previsouly been reported. Of the remaining options, options for the purchase of 9,000 shares vested on December 15, 2002, options for the purchase of 12,500 shares vested on December 15, 2003 and options for the purchase of 12,500 shares will vest on December 15, 2004. Read SEC document |
| January 02, 2004 Filed Jan 6, 2004 19:11 UTC | WELLTOWER INC. HCN · Entity 2853 | Exercise / conversionOption (Right to Buy) · Derivative | 9,000 | $0.00 Strike: $19.88 | $0.00 |
DisclosureSEC source: 0001209191-04-001385 · doc4.xml · derivative · entry 8 BRAUN RAYMOND W · CIK 0001242817 · President & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 25,000 Underlying: Common · 34,000 shares Expires 2009-09-29 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F6 · price: The options were granted under the Health Care REIT, Inc. 1995 Stock Incentive Plan and had no acquisition price. F7 · 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 28,500 shares has previsouly been reported. Of the remaining options, options for the purchase of 9,000 shares vested on December 15, 2002, options for the purchase of 12,500 shares vested on December 15, 2003 and options for the purchase of 12,500 shares will vest on December 15, 2004. F7 · 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 28,500 shares has previsouly been reported. Of the remaining options, options for the purchase of 9,000 shares vested on December 15, 2002, options for the purchase of 12,500 shares vested on December 15, 2003 and options for the purchase of 12,500 shares will vest on December 15, 2004. Read SEC document |
| January 02, 2004 Filed Jan 6, 2004 19:11 UTC | WELLTOWER INC. HCN · Entity 2853 | Exercise / conversionOption (Right to Buy) · Derivative | 500 | $0.00 Strike: $23.50 | $0.00 |
DisclosureSEC source: 0001209191-04-001385 · doc4.xml · derivative · entry 7 BRAUN RAYMOND W · CIK 0001242817 · President & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 24,500 Underlying: Common · 25,000 shares Expires 2008-11-19 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. 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 $23.50 per share were granted to Mr. Braun on November 19, 1998, which grant has previously been reported. The partial exercise of these options for the purchase of 37,500 shares has previously been reported. Of the remaining options, options for the purchase of 12,500 shares vested on December 15 of each 2002 and 2003. F5 · derivative.underlying_shares: Options for the purchase of 62,500 shares of common stock at $23.50 per share were granted to Mr. Braun on November 19, 1998, which grant has previously been reported. The partial exercise of these options for the purchase of 37,500 shares has previously been reported. Of the remaining options, options for the purchase of 12,500 shares vested on December 15 of each 2002 and 2003. Read SEC document |
| January 02, 2004 Filed Jan 6, 2004 19:11 UTC | WELLTOWER INC. HCN · Entity 2853 | SaleCommon Stock | 22,000 | $35.85 | $788,662.60 |
DisclosureSEC source: 0001209191-04-001385 · doc4.xml · nonDerivative · entry 3 BRAUN RAYMOND W · CIK 0001242817 · President & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 63,873 F1 · kind: The sale transaction was pursuant to Mr. Braun's 10b5-1 trading plan. Read SEC document |
| January 02, 2004 Filed Jan 6, 2004 19:11 UTC | WELLTOWER INC. HCN · Entity 2853 | Exercise / conversionCommon Stock | 500 | $23.50 | $11,750.00 |
DisclosureSEC source: 0001209191-04-001385 · doc4.xml · nonDerivative · entry 2 BRAUN RAYMOND W · CIK 0001242817 · President & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 85,873 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 02, 2004 Filed Jan 6, 2004 19:11 UTC | WELLTOWER INC. HCN · Entity 2853 | Exercise / conversionCommon Stock | 21,500 | $19.88 | $427,312.50 |
DisclosureSEC source: 0001209191-04-001385 · doc4.xml · nonDerivative · entry 1 BRAUN RAYMOND W · CIK 0001242817 · President & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 85,373 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| December 15, 2003 Filed Dec 16, 2003 22:05 UTC | WELLTOWER INC. HCN · Entity 2853 | Exercise / conversionOption (Right to Buy) · Derivative | 2,750 | $0.00 Strike: $19.88 | $0.00 |
DisclosureSEC source: 0001209191-03-035382 · doc4.xml · derivative · entry 10 BRAUN RAYMOND W · CIK 0001242817 · President & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 34,000 Underlying: Common · 36,750 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. F7 · 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 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 25,750 shares has previsouly been reported. Of the remaining options, options for the purchase of 11,750 shares vested on December 15, 2002 and options for the purchase of 12,500 shares will vest on December 15 of each 2003 and 2004. F8 · 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 25,750 shares has previsouly been reported. Of the remaining options, options for the purchase of 11,750 shares vested on December 15, 2002 and options for the purchase of 12,500 shares will vest on December 15 of each 2003 and 2004. Read SEC document |
| December 15, 2003 Filed Dec 16, 2003 22:05 UTC | WELLTOWER INC. HCN · Entity 2853 | Exercise / conversionOption (Right to Buy) · Derivative | 19,250 | $0.00 Strike: $16.81 | $0.00 |
DisclosureSEC source: 0001209191-03-035382 · doc4.xml · derivative · entry 9 BRAUN RAYMOND W · CIK 0001242817 · President & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 38,500 Underlying: Common · 57,750 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. F7 · price: The options were granted under the Health Care REIT, Inc. 1995 Stock Incentive Plan and had no acquisition price. F6 · derivative.exercise_date: Options for the purchase of 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 38,500 shares has previously been reported. Of the remaining options, options for the purchase of 19,250 shares vested on December 15, 2003 and options for the purchase of 19,250 shares will vest on December 15 of each of 2004 and 2005. F6 · 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 38,500 shares has previously been reported. Of the remaining options, options for the purchase of 19,250 shares vested on December 15, 2003 and options for the purchase of 19,250 shares will vest on December 15 of each of 2004 and 2005. Read SEC document |
| December 15, 2003 Filed Dec 16, 2003 22:05 UTC | WELLTOWER INC. HCN · Entity 2853 | GiftCommon Stock | 1,500 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-03-035382 · doc4.xml · nonDerivative · entry 8 BRAUN RAYMOND W · CIK 0001242817 · President & CFO 10b5-1 filing: Not disclosed Ownership: Indirect · Custodian Disclosed balance after: 4,000 F2 · price: The securities were gifted and had no acquisition or disposition price. F5 · ownership.nature: Custodian for Raymond W. Braun, Jr. under the OH Unif Gift to Minors Act Read SEC document |
| December 15, 2003 Filed Dec 16, 2003 22:05 UTC | WELLTOWER INC. HCN · Entity 2853 | GiftCommon Stock | 2,500 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-03-035382 · doc4.xml · nonDerivative · entry 7 BRAUN RAYMOND W · CIK 0001242817 · President & CFO 10b5-1 filing: Not disclosed Ownership: Indirect · Custodian Disclosed balance after: 5,000 F2 · price: The securities were gifted and had no acquisition or disposition price. F4 · ownership.nature: Custodian for Hillary J. Braun under the OH Unif Gift to Minors Act Read SEC document |
| December 15, 2003 Filed Dec 16, 2003 22:05 UTC | WELLTOWER INC. HCN · Entity 2853 | GiftCommon Stock | 996 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-03-035382 · doc4.xml · nonDerivative · entry 6 BRAUN RAYMOND W · CIK 0001242817 · President & CFO 10b5-1 filing: Not disclosed Ownership: Indirect · Revocable Trust Disclosed balance after: 25,004 F2 · price: The securities were gifted and had no acquisition or disposition price. F3 · ownership.nature: Theresa P. Braun Revocable Trust Read SEC document |
| December 15, 2003 Filed Dec 16, 2003 22:05 UTC | WELLTOWER INC. HCN · Entity 2853 | Tax withholdingCommon Stock | 3,381 | $34.75 | $117,489.75 |
DisclosureSEC source: 0001209191-03-035382 · doc4.xml · nonDerivative · entry 5 BRAUN RAYMOND W · CIK 0001242817 · President & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 63,873 Read SEC document |
| December 15, 2003 Filed Dec 16, 2003 22:05 UTC | WELLTOWER INC. HCN · Entity 2853 | GiftCommon Stock | 6,771 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-03-035382 · doc4.xml · nonDerivative · entry 4 BRAUN RAYMOND W · CIK 0001242817 · President & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 67,254 F2 · price: The securities were gifted and had no acquisition or disposition price. Read SEC document |
| December 15, 2003 Filed Dec 16, 2003 22:05 UTC | WELLTOWER INC. HCN · Entity 2853 | SaleCommon Stock | 22,000 | $35.08 | $771,678.60 |
DisclosureSEC source: 0001209191-03-035382 · doc4.xml · nonDerivative · entry 3 BRAUN RAYMOND W · CIK 0001242817 · President & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 74,025 F1 · kind: The sale transaction was pursuant to Mr. Braun's 10b5-1 trading plan. Read SEC document |
| December 15, 2003 Filed Dec 16, 2003 22:05 UTC | WELLTOWER INC. HCN · Entity 2853 | Exercise / conversionCommon Stock | 2,750 | $19.88 | $54,656.25 |
DisclosureSEC source: 0001209191-03-035382 · doc4.xml · nonDerivative · entry 2 BRAUN RAYMOND W · CIK 0001242817 · President & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 96,025 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| December 15, 2003 Filed Dec 16, 2003 22:05 UTC | WELLTOWER INC. HCN · Entity 2853 | Exercise / conversionCommon Stock | 19,250 | $16.81 | $323,592.50 |
DisclosureSEC source: 0001209191-03-035382 · doc4.xml · nonDerivative · entry 1 BRAUN RAYMOND W · CIK 0001242817 · President & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 93,275 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| November 03, 2003 Filed Nov 5, 2003 16:51 UTC | WELLTOWER INC. HCN · Entity 2853 | Exercise / conversionOption (Right to Buy) · Derivative | 750 | $0.00 Strike: $19.88 | $0.00 |
DisclosureSEC source: 0001209191-03-028587 · doc4.xml · derivative · entry 8 BRAUN RAYMOND W · CIK 0001242817 · President & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 36,750 Underlying: Common · 37,500 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. F7 · 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 25,000 shares has previsouly been reported. Of the remaining options, options for the purchase of 12,500 shares vested on December 15, 2002 and options for the purchase of 12,500 shares will vest on December 15 of each 2003 and 2004. F7 · 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 25,000 shares has previsouly been reported. Of the remaining options, options for the purchase of 12,500 shares vested on December 15, 2002 and options for the purchase of 12,500 shares will vest on December 15 of each 2003 and 2004. Read SEC document |
| November 03, 2003 Filed Nov 5, 2003 16:51 UTC | WELLTOWER INC. HCN · Entity 2853 | Exercise / conversionOption (Right to Buy) · Derivative | 1,250 | $0.00 Strike: $16.81 | $0.00 |
DisclosureSEC source: 0001209191-03-028587 · doc4.xml · derivative · entry 7 BRAUN RAYMOND W · CIK 0001242817 · President & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 57,750 Underlying: Common · 59,000 shares Expires 2010-10-17 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. 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 37,250 shares has previously been reported. Of the remaining options, options for the purchase of 1,250 shares vested on December 15, 2002 and options for the purchase of 19,250 shares will vest on December 15 of each of 2003, 2004 and 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 37,250 shares has previously been reported. Of the remaining options, options for the purchase of 1,250 shares vested on December 15, 2002 and options for the purchase of 19,250 shares will vest on December 15 of each of 2003, 2004 and 2005. Read SEC document |
| November 03, 2003 Filed Nov 5, 2003 16:51 UTC | WELLTOWER INC. HCN · Entity 2853 | SaleCommon Stock | 2,000 | $33.14 | $66,280.00 |
DisclosureSEC source: 0001209191-03-028587 · doc4.xml · nonDerivative · entry 3 BRAUN RAYMOND W · CIK 0001242817 · President & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 74,025 F1 · kind: The sale transaction was pursuant to Mr. Braun's 10b5-1 trading plan. Read SEC document |
| November 03, 2003 Filed Nov 5, 2003 16:51 UTC | WELLTOWER INC. HCN · Entity 2853 | Exercise / conversionCommon Stock | 750 | $19.88 | $14,906.25 |
DisclosureSEC source: 0001209191-03-028587 · doc4.xml · nonDerivative · entry 2 BRAUN RAYMOND W · CIK 0001242817 · President & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 76,025 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| November 03, 2003 Filed Nov 5, 2003 16:51 UTC | WELLTOWER INC. HCN · Entity 2853 | Exercise / conversionCommon Stock | 1,250 | $16.81 | $21,012.50 |
DisclosureSEC source: 0001209191-03-028587 · doc4.xml · nonDerivative · entry 1 BRAUN RAYMOND W · CIK 0001242817 · President & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 75,275 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 |
| October 01, 2003 Filed Oct 3, 2003 17:00 UTC | WELLTOWER INC. HCN · Entity 2853 | Exercise / conversionOption (Right to Buy) · Derivative | 2,000 | $0.00 Strike: $16.81 | $0.00 |
DisclosureSEC source: 0001209191-03-024503 · doc4.xml · derivative · entry 6 BRAUN RAYMOND W · CIK 0001242817 · President & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 59,000 Underlying: Common · 61,000 shares Expires 2010-10-17 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. 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 35,250 shares has previously been reported. Of the remaining options, options for the purchase of 3,250 shares vested on December 15, 2002 and options for the purchase of 19,250 shares will vest on December 15 of each of 2003, 2004 and 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 35,250 shares has previously been reported. Of the remaining options, options for the purchase of 3,250 shares vested on December 15, 2002 and options for the purchase of 19,250 shares will vest on December 15 of each of 2003, 2004 and 2005. Read SEC document |
| October 01, 2003 Filed Oct 3, 2003 17:00 UTC | WELLTOWER INC. HCN · Entity 2853 | SaleCommon Stock | 2,000 | $30.75 | $61,500.00 |
DisclosureSEC source: 0001209191-03-024503 · doc4.xml · nonDerivative · entry 2 BRAUN RAYMOND W · CIK 0001242817 · President & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 74,025 F1 · kind: The sale transaction was pursuant to Mr. Braun's 10b5-1 trading plan. Read SEC document |
| October 01, 2003 Filed Oct 3, 2003 17:00 UTC | WELLTOWER INC. HCN · Entity 2853 | Exercise / conversionCommon Stock | 2,000 | $16.81 | $33,620.00 |
DisclosureSEC source: 0001209191-03-024503 · doc4.xml · nonDerivative · entry 1 BRAUN RAYMOND W · CIK 0001242817 · President & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 76,025 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 02, 2003 Filed Sep 3, 2003 16:00 UTC | WELLTOWER INC. HCN · Entity 2853 | Exercise / conversionOption (Right to Buy) · Derivative | 2,000 | $0.00 Strike: $16.81 | $0.00 |
DisclosureSEC source: 0001209191-03-019862 · doc4.xml · derivative · entry 6 BRAUN RAYMOND W · CIK 0001242817 · President & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 61,000 Underlying: Common · 63,000 shares Expires 2010-10-17 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. 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 33,250 shares has previously been reported. Of the remaining options, options for the purchase of 5,250 shares vested on December 15, 2002 and options for the purchase of 19,250 shares will vest on December 15 of each of 2003, 2004 and 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 33,250 shares has previously been reported. Of the remaining options, options for the purchase of 5,250 shares vested on December 15, 2002 and options for the purchase of 19,250 shares will vest on December 15 of each of 2003, 2004 and 2005. Read SEC document |
| September 02, 2003 Filed Sep 3, 2003 16:00 UTC | WELLTOWER INC. HCN · Entity 2853 | SaleCommon Stock | 2,000 | $29.90 | $59,800.00 |
DisclosureSEC source: 0001209191-03-019862 · doc4.xml · nonDerivative · entry 2 BRAUN RAYMOND W · CIK 0001242817 · President & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 74,025 F1 · kind: The sale transaction was pursuant to Mr. Braun's 10b5-1 trading plan. Read SEC document |
| September 02, 2003 Filed Sep 3, 2003 16:00 UTC | WELLTOWER INC. HCN · Entity 2853 | Exercise / conversionCommon Stock | 2,000 | $16.81 | $33,620.00 |
DisclosureSEC source: 0001209191-03-019862 · doc4.xml · nonDerivative · entry 1 BRAUN RAYMOND W · CIK 0001242817 · President & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 76,025 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 01, 2003 Filed Aug 1, 2003 19:20 UTC | WELLTOWER INC. HCN · Entity 2853 | Exercise / conversionOption (Right to Buy) · Derivative | 2,000 | $0.00 Strike: $16.81 | $0.00 |
DisclosureSEC source: 0001209191-03-014961 · doc4.xml · derivative · entry 6 BRAUN RAYMOND W · CIK 0001242817 · President & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 63,000 Underlying: Common · 65,000 shares Expires 2010-10-17 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. 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 31,250 shares has previously been reported. Of the remaining options, options for the purchase of 7,250 shares vested on December 15, 2002 and options for the purchase of 19,250 shares will vest on December 15 of each of 2003, 2004 and 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 31,250 shares has previously been reported. Of the remaining options, options for the purchase of 7,250 shares vested on December 15, 2002 and options for the purchase of 19,250 shares will vest on December 15 of each of 2003, 2004 and 2005. Read SEC document |
| August 01, 2003 Filed Aug 1, 2003 19:20 UTC | WELLTOWER INC. HCN · Entity 2853 | SaleCommon Stock | 2,000 | $30.90 | $61,800.00 |
DisclosureSEC source: 0001209191-03-014961 · doc4.xml · nonDerivative · entry 2 BRAUN RAYMOND W · CIK 0001242817 · President & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 74,025 F1 · kind: The sale transaction was pursuant to Mr. Braun's 10b5-1 trading plan. Read SEC document |
| August 01, 2003 Filed Aug 1, 2003 19:20 UTC | WELLTOWER INC. HCN · Entity 2853 | Exercise / conversionCommon Stock | 2,000 | $16.81 | $33,620.00 |
DisclosureSEC source: 0001209191-03-014961 · doc4.xml · nonDerivative · entry 1 BRAUN RAYMOND W · CIK 0001242817 · President & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 76,025 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 01, 2003 Filed Jul 2, 2003 20:25 UTC | WELLTOWER INC. HCN · Entity 2853 | Exercise / conversionOption (Right to Buy) · Derivative | 2,000 | $0.00 Strike: $16.81 | $0.00 |
DisclosureSEC source: 0001209191-03-010180 · doc4.xml · derivative · entry 3 BRAUN RAYMOND W · CIK 0001242817 · President & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 65,000 Underlying: Common · 67,000 shares Expires 2010-10-17 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F3 · price: The options were granted under the Health Care REIT, Inc. 1995 Stock Incentive Plan and had no acquisition price. F4 · derivative.exercise_date: Options for the purchase of 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 29,250 shares has previously been reported. Of the remaining options, options for the purchase of 9,250 shares vested on December 15, 2002 and options for the purchase of 19,250 shares will vest on December 15 of each of 2003, 2004 and 2005. F4 · 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 29,250 shares has previously been reported. Of the remaining options, options for the purchase of 9,250 shares vested on December 15, 2002 and options for the purchase of 19,250 shares will vest on December 15 of each of 2003, 2004 and 2005. Read SEC document |
| July 01, 2003 Filed Jul 2, 2003 20:25 UTC | WELLTOWER INC. HCN · Entity 2853 | SaleCommon Stock | 2,000 | $30.00 | $60,000.00 |
DisclosureSEC source: 0001209191-03-010180 · doc4.xml · nonDerivative · entry 2 BRAUN RAYMOND W · CIK 0001242817 · President & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 74,025 F1 · kind: The sale transaction was pursuant to Mr. Braun's 10b5-1 trading plan. F2 · balance_after: Indirect Ownership: 24,008 shares - Theresa P. Braun Revocable Trust 2,500 shares - Custodian for Hillary J. Braun under the OH Unif Gift to Minors Act 2,500 shares - Custodian for Raymond W. Braun, Jr. under the OH Unif Gift to Minors Act Read SEC document |
| July 01, 2003 Filed Jul 2, 2003 20:25 UTC | WELLTOWER INC. HCN · Entity 2853 | Exercise / conversionCommon Stock | 2,000 | $16.81 | $33,620.00 |
DisclosureSEC source: 0001209191-03-010180 · doc4.xml · nonDerivative · entry 1 BRAUN RAYMOND W · CIK 0001242817 · President & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 76,025 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.