Stock Scorer

Welltower Inc (WELL) · Insider trading

What Welltower's directors, officers and largest holders bought and sold themselves, from the Form 4 each of them files with the SEC within two business days of a trade. Open-market purchases and sales first: those are the trades somebody chose to make at the market price.

Bought, 12 months
$2.41M
1 insider, 4 trades
Sold, 12 months
$0
0 insiders
Net, 12 months
+$2.41M
bought less sold
Latest filing
2026-09-30
filings read to 2026-10-19

Bought and sold at the market, by month

Two years. Purchases above the line, sales below, in dollars.

2024-12: $286,418 sold 2025-01 2025-06: $3.03M bought 2025-07 2026-01 2026-07 2026-08: $2.41M bought
Bought Sold Largest month: $3.03M

Who traded, two years

InsiderBoughtSold TradesLast tradeHolds after
Gundlach AndrewDirector $5.44M – 6 2026-08-26 –
Bacon Kenneth JDirector – $286,418 1 2024-12-09 12,379

Open-market purchases and sales

Newest first. “Plan” marks a trade made under a 10b5-1 plan set up in advance.

DateInsiderTradeShares PriceValueHolds afterFiling
2026-08-26 Gundlach AndrewDirector Buyindirect 2,500 242.06 $605,150 27,500 Form 4
2026-08-26 Gundlach AndrewDirector Buyindirect 2,500 242.06 $605,150 30,000 Form 4
2026-08-25 Gundlach AndrewDirector Buyindirect 2,500 239.47 $598,675 22,500 Form 4
2026-08-25 Gundlach AndrewDirector Buyindirect 2,500 239.47 $598,675 25,000 Form 4
2025-06-30 Gundlach AndrewDirector Buyindirect 10,000 151.46 $1.51M 10,000 Form 4
2025-06-30 Gundlach AndrewDirector Buyindirect 10,000 151.46 $1.51M 20,000 Form 4
2024-12-09 Bacon Kenneth JDirector Sale 2,200 130.19 $286,418 12,379 Form 4

Grants, exercises and other transactions

Pay, tax and paperwork rather than a choice to trade at the market price. Two years.

36 × grant or award7 × gift3 × shares withheld for tax1 × conversion1 × option exercise
Show them
DateInsiderWhatShares PriceHolds afterFiling
2026-08-20 Lopez Dennis GDirector Grant or award A +73 237.40 18,598 Form 4
2026-06-26 Mitra ShankhDirector, CEO Gift G −3,852 – 72,642 Form 4
2026-05-31 Mitra ShankhDirector, CEO Grant or award A +17 173.32 76,494 Form 4
2026-05-29 McHugh TimothyCo-President and CFO Grant or award A +11 173.32 23,409 Form 4
2026-05-27 Mitra ShankhDirector, CEO Gift G −162 – 76,477 Form 4
2026-05-21 Lopez Dennis GDirector Grant or award A +63 216.01 18,525 Form 4
2026-05-01 Bacon Kenneth JDirector Conversion C +2,627 – 14,306 Form 4
2026-02-26 DeSalvo Karen BDirector Grant or award A +1,056 – 12,370 Form 4
2026-02-26 Lopez Dennis GDirector Grant or award A +1,787 – 18,462 Form 4
2026-02-26 Rivera SergioDirector Grant or award A +1,056 – 26,611 Form 4
2026-02-26 Spisso JohneseDirector Grant or award A +1,056 – 16,057 Form 4
2026-02-13 Mcqueen Matthew GrantChief Legal Officer Gift G −541 – 26,881 Form 4
2026-01-15 Fieweger JoshuaSVP, Chief Accounting Officer Shares withheld for tax F −124 188.18 21,269 Form 4
2025-12-31 Lopez Dennis GDirector Grant or award A +57 – 16,675 Form 4
2025-12-16 McHugh TimothyCo-President and CFO Gift G −500 – 23,398 Form 4
2025-11-28 Mitra ShankhDirector, CEO Grant or award A +64 131.94 77,339 Form 4
2025-11-28 Chaudhri NikhilCo-President and CIO Grant or award A +31 131.94 449 Form 4
2025-11-28 Burkart John F.Vice Chairman and COO Grant or award A +39 131.94 1,644 Form 4
2025-11-28 McHugh TimothyCo-President and CFO Grant or award A +53 131.94 23,898 Form 4
2025-11-28 Fieweger JoshuaSVP, Chief Accounting Officer Grant or award A −53 131.94 21,393 Form 4
2025-11-28 Mcqueen Matthew GrantChief Legal Officer Grant or award A +71 131.94 27,422 Form 4
2025-11-20 Lopez Dennis GDirector Grant or award A +62 197.58 16,618 Form 4
2025-08-21 Lopez Dennis GDirector Grant or award A +73 166.94 16,556 Form 4
2025-06-17 Mitra ShankhDirector, CEO Gift G −495 – 77,275 Form 4
2025-05-30 Fieweger JoshuaSVP, Chief Accounting Officer Grant or award A +124 113.93 21,340 Form 4
2025-05-30 Chaudhri NikhilCo-President and CIO Grant or award A +150 113.93 418 Form 4
2025-05-30 McHugh TimothyCo-President and CFO Grant or award A +61 113.93 23,845 Form 4
2025-05-30 Burkart John F.Vice Chairman and COO Grant or award A +141 113.93 1,605 Form 4
2025-05-30 Mcqueen Matthew GrantChief Legal Officer Grant or award A +81 113.93 27,351 Form 4
2025-05-30 Mitra ShankhDirector, CEO Grant or award A +112 113.93 77,770 Form 4
2025-05-22 Lopez Dennis GDirector Grant or award A +108 146.90 16,483 Form 4
2025-04-30 Mitra ShankhDirector, CEO Gift G −700 – 76,639 Form 4
2025-03-06 Lopez Dennis GDirector Grant or award A +91 148.97 16,375 Form 4
2025-02-28 DeSalvo Karen BDirector Grant or award A +1,434 – 15,314 Form 4/A
2025-02-28 Lopez Dennis GDirector Grant or award A +2,427 – 16,284 Form 4
2025-02-28 Rivera SergioDirector Grant or award A +1,434 – 25,555 Form 4
2025-02-28 Spisso JohneseDirector Grant or award A +1,434 – 15,001 Form 4
2025-02-18 Fieweger JoshuaSVP, Chief Accounting Officer Option exercise M +9,248 149.71 25,025 Form 4
2025-02-18 Fieweger JoshuaSVP, Chief Accounting Officer Shares withheld for tax F −3,809 149.71 21,216 Form 4
2025-01-15 Fieweger JoshuaSVP, Chief Accounting Officer Shares withheld for tax F −204 126.59 15,777 Form 4
2024-12-09 Bacon Kenneth JDirector Gift G −700 – 11,679 Form 4
2024-11-29 Mitra ShankhDirector, CEO Grant or award A +105 104.06 77,658 Form 4
2024-11-29 McHugh TimothyEVP - Chief Financial Officer Grant or award A +78 104.06 23,784 Form 4
2024-11-29 Burkart John F.EVP-Chief Operating Officer Grant or award A +119 104.06 1,464 Form 4
2024-11-29 Mcqueen Matthew GrantEVP, Gen.Counsel & Secretary Grant or award A +72 104.06 27,270 Form 4
2024-11-29 Chaudhri NikhilEVP - Chief Investment Officer Grant or award A +65 104.06 268 Form 4
2024-11-29 Fieweger JoshuaSVP, Chief Accounting Officer Grant or award A +85 104.06 15,981 Form 4
2024-11-21 Lopez Dennis GDirector Grant or award A +88 137.91 13,857 Form 4

How to read it

Buy, sale
Code P and S on the form: shares bought or sold in the market, at the market price. The other codes are mostly pay (a grant, an option exercised) or tax (shares the company withheld), and say little about what the insider thinks of the price.
Plan
A sale or purchase under a Rule 10b5-1 plan, set up in advance and running on its own schedule. Since April 2023 the form has a box for it. Much executive selling is planned and says more about diversifying than about the company.
Holds after
The shares the insider still held after the trade, in the form the trade was in (directly, or indirectly through a trust or a fund).
Value
Shares times the price the form reports, which is often an average over several fills on the day.

Read from the SEC's own quarterly data sets of Forms 3, 4 and 5, and from each day's filings since the last one. A correcting amendment replaces the lines it restates. Every row links to its filing. None of this is advice: insiders sell for many reasons, and buy for fewer.

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