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
  1. 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.
  2. The securities were gifted and had no disposition or acquisition price.
  3. 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.
  4. The options were granted under the Welltower Inc. 2005 Long-Term Incentive Plan and had no acquisition price.
  5. 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.