SEC Form 4 · accession 0001209191-18-029914
WELLTOWER INC. · WELL
Statement of changes in beneficial ownership, as filed. Original on EDGAR ↗
Reporting owner
R Scott Trumbull
Director
Period of report
May 11, 2018
Accepted (ET)
May 14, 2018 · 5:15 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 | May 11, 2018 | J | 37,721 | $0.00 | D | 2,925 | D | |
| Common StockF1,F2 | May 11, 2018 | J | 37,721 | $0.00 | A | 61,083 | I | Trust |
| Common Stock | holding | — | — | — | 7,087 | I | IRA |
Table II — derivative securities
No Table II lines on this filing.
Explanation of responses
- F1The shares were transferred by Mr. Trumbull to the Irrevocable Lifetime Spousal Credit Trust of R. Scott Trumbull U/A/D 12/13/2012. No amount was paid in connection with this transfer.
- F2The shares are held in the Irrevocable Lifetime Spousal Credit Trust of R. Scott Trumbull U/A/D 12/13/2012 for the benefit of Mr. Trumbull's spouse and children. Mr. Trumbull's spouse is the trustee of the trust. Mr. Trumbull disclaims beneficial ownership of these shares, and the filing of this report is not an admission that Mr. Trumbull is the beneficial owner of these shares for purposes of Section 16 or for any other purpose.