Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| WELLTOWER INC.HCN · Entity 2853 | Director | July 24, 2003 | July 24, 2003 |
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 July 24, 2003 · Filed July 24, 2003
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 24,334 |
Reported balance
After 2003-07-23 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2003-07-23 · Exercise / conversion · Acquired 10,000 · Balance 24,334 |
| Common StockSEC Table I · non-derivative | Direct | 29,334 |
Reported balance
After 2003-07-23 transaction · row 2
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 2 · 2003-07-23 · Exercise / conversion · Acquired 5,000 · Balance 29,334 |
| Common StockSEC Table I · non-derivative | Direct | 34,334 |
Reported balance
After 2003-07-23 transaction · row 3
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 3 · 2003-07-23 · Exercise / conversion · Acquired 5,000 · Balance 34,334 |
| Common StockSEC Table I · non-derivative | Direct | 36,001 |
Reported balance
After 2003-07-23 transaction · row 4
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 4 · 2003-07-23 · Exercise / conversion · Acquired 1,667 · Balance 36,001 F1: Indirect Ownership: 3,816 shares - 477 shares held in each of his eight son's name |
| Option (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $24.88 · Expires 2007-01-20 | Direct | 0 |
Reported balance
After 2003-07-23 transaction · row 5
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 5 · 2003-07-23 · Exercise / conversion · Disposed 10,000 · Balance 0 F2: The options were granted under the Health Care REIT, Inc. 1997 Stock Plan for Non-Employee Directors and had no acquisition price. F3: Options for the purchase of 10,000 shares of common stock at $24.875 were granted to Mr. Unverferth on January 20, 1997, which grant has previously been reported. |
| Option (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $28.44 · Expires 2008-01-19 | Direct | 3,333 |
Reported balance
After 2003-07-23 transaction · row 6
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 6 · 2003-07-23 · Exercise / conversion · Disposed 1,667 · Balance 3,333 F2: The options were granted under the Health Care REIT, Inc. 1997 Stock Plan for Non-Employee Directors and had no acquisition price. F4: Options for the purchase of 5,000 shares of common stock at $28.4375 per share were granted to Mr. Unverferth on January 19, 1998, which grant has previously been reported. |
| Option (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $28.44 · Expires 2008-01-19 | Direct | 1,666 |
Reported balance
After 2003-07-23 transaction · row 7
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 7 · 2003-07-23 · Exercise / conversion · Disposed 1,667 · Balance 1,666 F2: The options were granted under the Health Care REIT, Inc. 1997 Stock Plan for Non-Employee Directors and had no acquisition price. F4: Options for the purchase of 5,000 shares of common stock at $28.4375 per share were granted to Mr. Unverferth on January 19, 1998, which grant has previously been reported. |
| Option (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $28.44 · Expires 2008-01-19 | Direct | 0 |
Reported balance
After 2003-07-23 transaction · row 8
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 8 · 2003-07-23 · Exercise / conversion · Disposed 1,666 · Balance 0 F2: The options were granted under the Health Care REIT, Inc. 1997 Stock Plan for Non-Employee Directors and had no acquisition price. F4: Options for the purchase of 5,000 shares of common stock at $28.4375 per share were granted to Mr. Unverferth on January 19, 1998, which grant has previously been reported. |
| Option (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $25.13 · Expires 2009-01-18 | Direct | 3,333 |
Reported balance
After 2003-07-23 transaction · row 9
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 9 · 2003-07-23 · Exercise / conversion · Disposed 1,667 · Balance 3,333 F2: The options were granted under the Health Care REIT, Inc. 1997 Stock Plan for Non-Employee Directors and had no acquisition price. F5: Options for the purchase of 5,000 shares of common stock at $25.125 per share were granted to Mr. Unverferth on January 18, 1999, which grant has previously been reported. |
| Option (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $25.13 · Expires 2009-01-18 | Direct | 1,666 |
Reported balance
After 2003-07-23 transaction · row 10
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 10 · 2003-07-23 · Exercise / conversion · Disposed 1,667 · Balance 1,666 F2: The options were granted under the Health Care REIT, Inc. 1997 Stock Plan for Non-Employee Directors and had no acquisition price. F5: Options for the purchase of 5,000 shares of common stock at $25.125 per share were granted to Mr. Unverferth on January 18, 1999, which grant has previously been reported. |
| Option (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $25.13 · Expires 2009-01-18 | Direct | 0 |
Reported balance
After 2003-07-23 transaction · row 11
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 11 · 2003-07-23 · Exercise / conversion · Disposed 1,666 · Balance 0 F2: The options were granted under the Health Care REIT, Inc. 1997 Stock Plan for Non-Employee Directors and had no acquisition price. F5: Options for the purchase of 5,000 shares of common stock at $25.125 per share were granted to Mr. Unverferth on January 18, 1999, which grant has previously been reported. |
| Option (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $27.17 · Expires 2012-01-28 | Direct | 3,333 |
Reported balance
After 2003-07-23 transaction · row 12
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 12 · 2003-07-23 · Exercise / conversion · Disposed 1,667 · Balance 3,333 F2: The options were granted under the Health Care REIT, Inc. 1997 Stock Plan for Non-Employee Directors and had no acquisition price. F6: Options for the purchase of 5,000 shares of common stock at $27.17 per share were granted to Mr. Unverferth on January 28, 2002, which grant has previously been reported. Options for the purchase of 1,667 shares vested on January 28, 2003 and options for the purchase of 1,667 shares and 1,666 shares will vest on January 28 of each of 2004 and 2005, respectively. |
Filing footnotes · ownership attribution and instrument terms
F1: Indirect Ownership: 3,816 shares - 477 shares held in each of his eight son's name
F2: The options were granted under the Health Care REIT, Inc. 1997 Stock Plan for Non-Employee Directors and had no acquisition price.
F3: Options for the purchase of 10,000 shares of common stock at $24.875 were granted to Mr. Unverferth on January 20, 1997, which grant has previously been reported.
F4: Options for the purchase of 5,000 shares of common stock at $28.4375 per share were granted to Mr. Unverferth on January 19, 1998, which grant has previously been reported.
F5: Options for the purchase of 5,000 shares of common stock at $25.125 per share were granted to Mr. Unverferth on January 18, 1999, which grant has previously been reported.
F6: Options for the purchase of 5,000 shares of common stock at $27.17 per share were granted to Mr. Unverferth on January 28, 2002, which grant has previously been reported. Options for the purchase of 1,667 shares vested on January 28, 2003 and options for the purchase of 1,667 shares and 1,666 shares will vest on January 28 of each of 2004 and 2005, respectively.
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 |
|---|---|---|---|---|---|---|
| July 23, 2003 Filed Jul 24, 2003 19:33 UTC | WELLTOWER INC. HCN · Entity 2853 | Exercise / conversionOption (Right to Buy) · Derivative | 1,667 | $0.00 Strike: $27.17 | $0.00 |
DisclosureSEC source: 0001209191-03-013270 · doc4.xml · derivative · entry 12 UNVERFERTH RICHARD A · CIK 0001242814 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,333 Underlying: Common · 5,000 shares Expires 2012-01-28 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F2 · price: The options were granted under the Health Care REIT, Inc. 1997 Stock Plan for Non-Employee Directors and had no acquisition price. F6 · derivative.exercise_date: Options for the purchase of 5,000 shares of common stock at $27.17 per share were granted to Mr. Unverferth on January 28, 2002, which grant has previously been reported. Options for the purchase of 1,667 shares vested on January 28, 2003 and options for the purchase of 1,667 shares and 1,666 shares will vest on January 28 of each of 2004 and 2005, respectively. F6 · derivative.underlying_shares: Options for the purchase of 5,000 shares of common stock at $27.17 per share were granted to Mr. Unverferth on January 28, 2002, which grant has previously been reported. Options for the purchase of 1,667 shares vested on January 28, 2003 and options for the purchase of 1,667 shares and 1,666 shares will vest on January 28 of each of 2004 and 2005, respectively. Read SEC document |
| July 23, 2003 Filed Jul 24, 2003 19:33 UTC | WELLTOWER INC. HCN · Entity 2853 | Exercise / conversionOption (Right to Buy) · Derivative | 1,666 | $0.00 Strike: $25.13 | $0.00 |
DisclosureSEC source: 0001209191-03-013270 · doc4.xml · derivative · entry 11 UNVERFERTH RICHARD A · CIK 0001242814 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common · 1,666 shares Expires 2009-01-18 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F2 · price: The options were granted under the Health Care REIT, Inc. 1997 Stock Plan for Non-Employee Directors and had no acquisition price. F5 · derivative.exercise_date: Options for the purchase of 5,000 shares of common stock at $25.125 per share were granted to Mr. Unverferth on January 18, 1999, which grant has previously been reported. F5 · derivative.underlying_shares: Options for the purchase of 5,000 shares of common stock at $25.125 per share were granted to Mr. Unverferth on January 18, 1999, which grant has previously been reported. Read SEC document |
| July 23, 2003 Filed Jul 24, 2003 19:33 UTC | WELLTOWER INC. HCN · Entity 2853 | Exercise / conversionOption (Right to Buy) · Derivative | 1,667 | $0.00 Strike: $25.13 | $0.00 |
DisclosureSEC source: 0001209191-03-013270 · doc4.xml · derivative · entry 10 UNVERFERTH RICHARD A · CIK 0001242814 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,666 Underlying: Common · 3,333 shares Expires 2009-01-18 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F2 · price: The options were granted under the Health Care REIT, Inc. 1997 Stock Plan for Non-Employee Directors and had no acquisition price. F5 · derivative.exercise_date: Options for the purchase of 5,000 shares of common stock at $25.125 per share were granted to Mr. Unverferth on January 18, 1999, which grant has previously been reported. F5 · derivative.underlying_shares: Options for the purchase of 5,000 shares of common stock at $25.125 per share were granted to Mr. Unverferth on January 18, 1999, which grant has previously been reported. Read SEC document |
| July 23, 2003 Filed Jul 24, 2003 19:33 UTC | WELLTOWER INC. HCN · Entity 2853 | Exercise / conversionOption (Right to Buy) · Derivative | 1,667 | $0.00 Strike: $25.13 | $0.00 |
DisclosureSEC source: 0001209191-03-013270 · doc4.xml · derivative · entry 9 UNVERFERTH RICHARD A · CIK 0001242814 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,333 Underlying: Common · 5,000 shares Expires 2009-01-18 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F2 · price: The options were granted under the Health Care REIT, Inc. 1997 Stock Plan for Non-Employee Directors and had no acquisition price. F5 · derivative.exercise_date: Options for the purchase of 5,000 shares of common stock at $25.125 per share were granted to Mr. Unverferth on January 18, 1999, which grant has previously been reported. F5 · derivative.underlying_shares: Options for the purchase of 5,000 shares of common stock at $25.125 per share were granted to Mr. Unverferth on January 18, 1999, which grant has previously been reported. Read SEC document |
| July 23, 2003 Filed Jul 24, 2003 19:33 UTC | WELLTOWER INC. HCN · Entity 2853 | Exercise / conversionOption (Right to Buy) · Derivative | 1,666 | $0.00 Strike: $28.44 | $0.00 |
DisclosureSEC source: 0001209191-03-013270 · doc4.xml · derivative · entry 8 UNVERFERTH RICHARD A · CIK 0001242814 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common · 1,666 shares Expires 2008-01-19 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. F2 · price: The options were granted under the Health Care REIT, Inc. 1997 Stock Plan for Non-Employee Directors and had no acquisition price. F4 · derivative.exercise_date: Options for the purchase of 5,000 shares of common stock at $28.4375 per share were granted to Mr. Unverferth on January 19, 1998, which grant has previously been reported. F4 · derivative.underlying_shares: Options for the purchase of 5,000 shares of common stock at $28.4375 per share were granted to Mr. Unverferth on January 19, 1998, which grant has previously been reported. Read SEC document |
| July 23, 2003 Filed Jul 24, 2003 19:33 UTC | WELLTOWER INC. HCN · Entity 2853 | Exercise / conversionOption (Right to Buy) · Derivative | 1,667 | $0.00 Strike: $28.44 | $0.00 |
DisclosureSEC source: 0001209191-03-013270 · doc4.xml · derivative · entry 7 UNVERFERTH RICHARD A · CIK 0001242814 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,666 Underlying: Common · 3,333 shares Expires 2008-01-19 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. F2 · price: The options were granted under the Health Care REIT, Inc. 1997 Stock Plan for Non-Employee Directors and had no acquisition price. F4 · derivative.exercise_date: Options for the purchase of 5,000 shares of common stock at $28.4375 per share were granted to Mr. Unverferth on January 19, 1998, which grant has previously been reported. F4 · derivative.underlying_shares: Options for the purchase of 5,000 shares of common stock at $28.4375 per share were granted to Mr. Unverferth on January 19, 1998, which grant has previously been reported. Read SEC document |
| July 23, 2003 Filed Jul 24, 2003 19:33 UTC | WELLTOWER INC. HCN · Entity 2853 | Exercise / conversionOption (Right to Buy) · Derivative | 1,667 | $0.00 Strike: $28.44 | $0.00 |
DisclosureSEC source: 0001209191-03-013270 · doc4.xml · derivative · entry 6 UNVERFERTH RICHARD A · CIK 0001242814 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,333 Underlying: Common · 5,000 shares Expires 2008-01-19 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. F2 · price: The options were granted under the Health Care REIT, Inc. 1997 Stock Plan for Non-Employee Directors and had no acquisition price. F4 · derivative.exercise_date: Options for the purchase of 5,000 shares of common stock at $28.4375 per share were granted to Mr. Unverferth on January 19, 1998, which grant has previously been reported. F4 · derivative.underlying_shares: Options for the purchase of 5,000 shares of common stock at $28.4375 per share were granted to Mr. Unverferth on January 19, 1998, which grant has previously been reported. Read SEC document |
| July 23, 2003 Filed Jul 24, 2003 19:33 UTC | WELLTOWER INC. HCN · Entity 2853 | Exercise / conversionOption (Right to Buy) · Derivative | 10,000 | $0.00 Strike: $24.88 | $0.00 |
DisclosureSEC source: 0001209191-03-013270 · doc4.xml · derivative · entry 5 UNVERFERTH RICHARD A · CIK 0001242814 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common · 10,000 shares Expires 2007-01-20 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F2 · price: The options were granted under the Health Care REIT, Inc. 1997 Stock Plan for Non-Employee Directors and had no acquisition price. F3 · derivative.exercise_date: Options for the purchase of 10,000 shares of common stock at $24.875 were granted to Mr. Unverferth on January 20, 1997, which grant has previously been reported. F3 · derivative.underlying_shares: Options for the purchase of 10,000 shares of common stock at $24.875 were granted to Mr. Unverferth on January 20, 1997, which grant has previously been reported. Read SEC document |
| July 23, 2003 Filed Jul 24, 2003 19:33 UTC | WELLTOWER INC. HCN · Entity 2853 | Exercise / conversionCommon Stock | 1,667 | $27.17 | $45,292.39 |
DisclosureSEC source: 0001209191-03-013270 · doc4.xml · nonDerivative · entry 4 UNVERFERTH RICHARD A · CIK 0001242814 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 36,001 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. F1 · balance_after: Indirect Ownership: 3,816 shares - 477 shares held in each of his eight son's name Read SEC document |
| July 23, 2003 Filed Jul 24, 2003 19:33 UTC | WELLTOWER INC. HCN · Entity 2853 | Exercise / conversionCommon Stock | 5,000 | $25.13 | $125,625.00 |
DisclosureSEC source: 0001209191-03-013270 · doc4.xml · nonDerivative · entry 3 UNVERFERTH RICHARD A · CIK 0001242814 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 34,334 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 23, 2003 Filed Jul 24, 2003 19:33 UTC | WELLTOWER INC. HCN · Entity 2853 | Exercise / conversionCommon Stock | 5,000 | $28.44 | $142,187.50 |
DisclosureSEC source: 0001209191-03-013270 · doc4.xml · nonDerivative · entry 2 UNVERFERTH RICHARD A · CIK 0001242814 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 29,334 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 23, 2003 Filed Jul 24, 2003 19:33 UTC | WELLTOWER INC. HCN · Entity 2853 | Exercise / conversionCommon Stock | 10,000 | $24.88 | $248,750.00 |
DisclosureSEC source: 0001209191-03-013270 · doc4.xml · nonDerivative · entry 1 UNVERFERTH RICHARD A · CIK 0001242814 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 24,334 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.