SEC Form 4 · accession 0001209191-17-041960
WELLTOWER INC. · WELL
Statement of changes in beneficial ownership, as filed. Original on EDGAR ↗
Reporting owner
Geoffrey G Meyers
Director
Period of report
Jun 24, 2017
Accepted (ET)
Jun 27, 2017 · 4:51 pm EDT
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,F2 | Jun 24, 2017 | M | 261 | $0.00 | A | 4,354 | D |
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,F4,F1 | $0.00 | Jun 24, 2017 | M | 261 | D | Jun 24, 2017 | Jun 24, 2017 | Common | 261 | 2,142 | D |
Explanation of responses
- F1The reported transaction was a vesting of 261 deferred stock units on June 24, 2017, resulting in the issuance of 261 shares of common stock. No amount was payable in connection with the vesting or the common stock issuance.
- F2Amount includes .5291 shares acquired since the last Form 4 filing as a result of reinvestment of dividends under the dividend reinvestment plan.
- F3These deferred stock units were granted without cash consideration on June 24, 2014 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 vested in three installments, with 262 units having vested on June 24 of each of 2015 and 2016 and 261 units having vested on June 24, 2017.
- F4Includes 2,142 deferred stock units that were granted on February 9, 2017 and vest on February 9, 2018. Due to a clerical error, the last Form 4 filing reported 2,142 units, inadvertently excluding the 261 deferred stock units that vested on June 24, 2017.