Filing Details
- Accession Number:
- 0001209191-16-135801
- Form Type:
- 4
- Zero Holdings:
- No
- Publication Time:
- 2016-08-08 13:57:19
- Reporting Period:
- 2016-08-04
- Filing Date:
- 2016-08-08
- Accepted Time:
- 2016-08-08 13:57:19
- SEC Url:
- Form 4 Filing
Issuer
Cik | Name | Symbol | Sector (SIC) | IRS No |
---|---|---|---|---|
766704 | Welltower Inc. | HCN | Real Estate Investment Trusts (6798) | 341096634 |
Insiders
Cik | Name | Reported Address | Insider Title | Director | Officer | Large Shareholder | Other |
---|---|---|---|---|---|---|---|
1540329 | M Scott Brinker | 4500 Dorr Street Toledo OH 43615 | Evp - Chief Investment Officer | No | Yes | No | No |
Reported Non-Derivative Transactions
Sec. Name | Acquisiton - Disposition | Date | Amount | Price | Remaning Holdings | Equity Swap Involved | Form Type | Code | Nature of Ownership | Explanation |
---|---|---|---|---|---|---|---|---|---|---|
Common Stock | Acquisiton | 2016-08-04 | 2,251 | $43.29 | 111,756 | No | 4 | M | Direct | |
Common Stock | Acquisiton | 2016-08-04 | 2,870 | $49.17 | 114,626 | No | 4 | M | Direct | |
Common Stock | Disposition | 2016-08-04 | 5,121 | $77.29 | 109,505 | No | 4 | S | Direct | |
Common Stock | Acquisiton | 2016-08-08 | 13,303 | $57.33 | 122,808 | No | 4 | M | Direct | |
Common Stock | Disposition | 2016-08-08 | 13,303 | $76.37 | 109,505 | No | 4 | S | Direct |
Equity Swap Involved | Form Type | Code | Nature of Ownership | Explanation |
---|---|---|---|---|
No | 4 | M | Direct | |
No | 4 | M | Direct | |
No | 4 | S | Direct | |
No | 4 | M | Direct | |
No | 4 | S | Direct |
Reported Derivative Transactions
Sec. Name | Sec. Type | Acquisiton - Disposition | Date | Amount | Price | Amount - 2 | Price - 2 |
---|---|---|---|---|---|---|---|
Common | Option (Right to Buy) | Disposition | 2016-08-04 | 2,251 | $0.00 | 2,251 | $43.29 |
Common | Option (Right to Buy) | Disposition | 2016-08-04 | 2,870 | $0.00 | 2,870 | $49.17 |
Common | Option (Right to Buy) | Disposition | 2016-08-08 | 13,303 | $0.00 | 13,303 | $57.33 |
Remaning Holdings | Exercise Date | Expiration Date | Equity Swap Involved | Transaction Form Type | Transaction Code | Nature of Ownership |
---|---|---|---|---|---|---|
1,745 | 2011-01-15 | 2020-01-28 | No | 4 | M | Direct |
2,338 | 2012-01-15 | 2021-01-27 | No | 4 | M | Direct |
4,699 | 2013-01-15 | 2022-01-26 | No | 4 | M | Direct |
Reported Non-Derivative Holdings
Sec. Name | Remaning Holdings | Nature of Ownership | Explanation |
---|---|---|---|
Common Stock | 13 | Indirect | Custodian for Son |
Footnotes
- Scott M. Brinker Custodian, FBO Sevien G. Brinker, UTMA OH Until Age 21.
- Options for the purchase of 3,996 shares of common stock at $43.29 per share were granted to Mr. Brinker on January 28, 2010, which grant has previously been reported. Options for the purchase of 800 shares vested on January 15, 2011 and options for the purchase of 799 shares vested on January 15 of each of 2012, 2013, 2014 and 2015.
- The options were granted under the Welltower Inc. 2005 Long-Term Incentive Plan and had no acquisition price.
- Options for the purchase of 5,208 shares of common stock at $49.17 per share were granted to Mr. Brinker on January 27, 2011, which grant has previously been reported. Options for the purchase of 1,042 shares vested on January 15 of each of 2012, 2013 and 2014 and options for the purchase of 1,041 shares vested on January 15 of each of 2015 and 2016.
- Options for the purchase of 18,002 shares of common stock at $57.33 per share were granted to Mr. Brinker on January 26, 2012. Options for the purchase of 3,601 shares vested on January 15 of each of 2013 and 2014, options for the purchase of 3,600 shares vested on January 15 of each of 2015 and 2016, and options for the purchase of 3,600 shares will vest on January 15, 2017.