SEC Form 4 · accession 0001209191-17-010148
WELLTOWER INC. · WELL
Statement of changes in beneficial ownership, as filed. Original on EDGAR ↗
Reporting owner
Jeffrey H Donahue
Director
Period of report
Feb 9, 2017
Accepted (ET)
Feb 13, 2017 · 6:06 pm EST
Rule 10b5-1 plan
unknown — predates the checkbox
Issuer CIK
0000766704
Table I — non-derivative securities
| Security | Date | Code | Shares | Price | A/D | Owned after | D/I | Nature of ownership |
|---|---|---|---|---|---|---|---|---|
| Common StockF1 | Feb 12, 2017 | M | 2,298 | $0.00 | A | 36,715 | D | |
| Common StockF2 | holding | — | — | — | 100 | I | SEP |
Table II — derivative securities
| Security | Conv. / exercise price | Date | Code | Shares | A/D | Exercisable | Expires | Underlying | Underlying shares | Owned after | D/I |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Deferred Stock UnitsF3 | $0.00 | Feb 9, 2017 | A | 2,142 | A | Feb 9, 2018 | Feb 9, 2018 | Common | 2,142 | 4,440 | D |
| Deferred Stock UnitsF4,F5,F1 | $0.00 | Feb 12, 2017 | M | 2,298 | D | Feb 12, 2017 | Feb 12, 2017 | Common | 2,298 | 2,142 | D |
Explanation of responses
- F1The reported transaction was a vesting of 2,298 deferred stock units on February 12, 2017, resulting in the issuance of 2,298 shares of common stock. No amount was payable in connection with the vesting or the common stock issuance.
- F2MLPF&S Cust. FPO Jeffrey H. Donahue SEP FBO Jeffrey H. Donahue.
- F3These deferred stock units were granted without cash consideration on February 9, 2017 under the Welltower Inc. 2016 Long-Term Incentive Plan. Each deferred stock unit represents a right to receive one share of common stock of Welltower Inc. at the time of vesting of the unit. These deferred stock units vest in one installment on the first anniversary of the grant date.
- F4These deferred stock units were granted without cash consideration on February 12, 2016 under the Amended and Restated Welltower Inc. 2005 Long-Term Incentive Plan. Each deferred stock unit represents a right to receive one share of common stock of Welltower Inc. at the time of vesting of the unit. These deferred stock units vest in one installment, with 2,298 units having vested on February 12, 2017.
- F5Includes 2,142 deferred stock units granted on February 9, 2017; with 2,142 units vesting on February 9, 2018.