SEC Form 4 · accession 0001209191-18-046494
WELLTOWER INC. · WELL
Statement of changes in beneficial ownership, as filed. Original on EDGAR ↗
Reporting owner
Shankh Mitra
Officer — EVP, Investments
Period of report
Aug 9, 2018
Accepted (ET)
Aug 13, 2018 · 6:49 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 | Aug 9, 2018 | A | 3,173 | $0.00 | A | 45,978 | D | |
| Common StockF2 | Aug 10, 2018 | P | 62 | $63.55 | A | 46,040 | D | |
| Common StockF4 | Aug 10, 2018 | G | 62 | $0.00 | D | 45,978 | I | By son and daugher |
Table II — derivative securities
No Table II lines on this filing.
Explanation of responses
- F1These shares represent restricted stock units that were granted without cash consideration on August 9, 2018 under the Welltower Inc. 2016 Long-Term Incentive Plan and 2018-2020 Long-Term Incentive Program. Each restricted stock unit will be settled in common stock upon vesting in four equal installments on January 15, 2019, January 15, 2020, January 15, 2021 and January 15, 2022.
- F2This transaction was executed in multiple trades ranging from $63.48 to $63.6127. The price above reflects the weighted average purchase price. The reporting person undertakes to provide to issuer, any securities holder of the holder of the issuer, or the staff of the U.S. Securities and Exchange Commission, upon request, full information regarding the number of shares purchased at each price within the range set forth in this footnote.
- F3This transaction involved a gift of securities by the reporting person to his son and daughter, who share reporting person's household. The reporting person disclaims beneficial ownership of the shares by his son and daughter, and this report should not be deemed an admission that the reporting person is the beneficial owner of his son's or daughter's shares for purposes of Section 16 or for any other purpose.
- F4Of the 62 shares 31 shares are held by the son of the reporting person and 31 shares are held by the daughter of the reporting person.