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
  1. Scott M. Brinker Custodian, FBO Sevien G. Brinker, UTMA OH Until Age 21.
  2. 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.
  3. The options were granted under the Welltower Inc. 2005 Long-Term Incentive Plan and had no acquisition price.
  4. 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.
  5. 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.