Filing Details
- Accession Number:
- 0001209191-17-017731
- Form Type:
- 4
- Zero Holdings:
- No
- Publication Time:
- 2017-03-03 17:06:58
- Reporting Period:
- 2017-03-01
- Filing Date:
- 2017-03-03
- Accepted Time:
- 2017-03-03 17:06:58
- 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 |
---|---|---|---|---|---|---|---|
1242824 | A Scott Estes | 4500 Dorr Street Toledo OH 43615 | Evp And Cfo | 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 | 2017-03-01 | 3,192 | $37.00 | 122,511 | No | 4 | M | Direct | |
Common Stock | Acquisiton | 2017-03-01 | 23,776 | $43.29 | 146,287 | No | 4 | M | Direct | |
Common Stock | Disposition | 2017-03-01 | 26,968 | $69.57 | 119,319 | No | 4 | S | Direct | |
Common Stock | Disposition | 2017-03-01 | 1,712 | $0.00 | 117,607 | No | 5 | G | Direct |
Equity Swap Involved | Form Type | Code | Nature of Ownership | Explanation |
---|---|---|---|---|
No | 4 | M | Direct | |
No | 4 | M | Direct | |
No | 4 | S | Direct | |
No | 5 | G | Direct |
Reported Derivative Transactions
Sec. Name | Sec. Type | Acquisiton - Disposition | Date | Amount | Price | Amount - 2 | Price - 2 |
---|---|---|---|---|---|---|---|
Common | Options (Right to Buy) | Disposition | 2017-03-01 | 3,192 | $0.00 | 3,192 | $37.00 |
Common | Options (Right to Buy) | Disposition | 2017-03-01 | 23,776 | $0.00 | 23,776 | $43.29 |
Remaning Holdings | Exercise Date | Expiration Date | Equity Swap Involved | Transaction Form Type | Transaction Code | Nature of Ownership |
---|---|---|---|---|---|---|
0 | 2014-01-15 | 2019-01-29 | No | 4 | M | Direct |
0 | 2011-01-15 | 2020-01-28 | No | 4 | M | Direct |
Footnotes
- This transaction was executed in multiple trades at prices ranging from $69.53 to $69.695. The price reported above reflects the weighted average sale price. The reporting person undertakes to provide to the issuer, any security holder of the issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote.
- The securities were gifted and had no disposition or acquisition price.
- Options for the purchase of 33,813 shares of common stock at $37.00 per share were granted to Mr. Estes on January 29, 2009, which grant has previously been reported. The partial exercise of these options for the purchase of 30,621 shares has previously been reported. Of the remaining options, options for the purchase of 3,192 shares vested on January 15, 2014.
- The options were granted under the Welltower Inc. 2005 Long-Term Incentive Plan and had no acquisition price.
- Options for the purchase of 23,776 shares of common stock at $43.29 per share were granted to Mr. Estes on January 28, 2010, which grant has previously been reported. Options for the purchase of 4,756 shares vested on January 15, 2011 and options for the purchase of 4,755 vested on January 15 of each of 2012, 2013, 2014 and 2015.