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Welltower Inc.

Timothy McHugh (Co-President and CFO) reports WELL insider transactions

4WELLFiled Sep 30, 2026, 1:05 PM ET· Period May 29, 2026

About this filing

Welltower Inc. (WELL) filed Form 4 (insider transaction) with the SEC on Sep 30, 2026. Form 4 reports a company insider’s trades in the company’s shares.

View original filing on SEC.gov (opens SEC EDGAR)

Key facts

Insider
Timothy McHugh · Co-President and CFO
DateTransactionSharesPriceValueHeld afterOwnership
May 29, 2026A · grantFootnotes F1, F2+11$173.32$1,906.5223,409Direct
Sep 29, 2026G · giftOP UnitsFootnotes F4, F5, F6−2,150$0.00$0.00884,647Direct
Footnotes
  1. F1 The reporting person is voluntarily reporting the acquisition of common shares, par value $1.00 per share ("Common Shares"), of Welltower Inc. (the "Issuer") pursuant to the Welltower Inc. Employee Stock Purchase Plan ("ESPP"). This transaction was exempt under both Rule 16b-3(c) and Rule 16b-3(d).
  2. F2 In accordance with the ESPP these Common Shares were purchased at a price equal to 85% of the closing price of Common Shares on December 1, 2025, the first trading day of the offering period.
  3. F3 The reporting person disclaims beneficial ownership of the Common Shares owned by children who share the reporting person's household. This report should not be deemed an admission that the reporting person is the beneficial owner of such Common Shares for purposes of Section 16 or for any other purpose.
  4. F4 Represents Class A Common Units ("OP Units") of Welltower OP LLC ("Welltower OP"), a subsidiary of the Issuer. The OP Units were received on the conversion of membership interests in Welltower OP designated as LTIP Units ("LTIP Units"). Those LTIP Units were originally granted to the reporting person without cash consideration on February 16, 2021. The LTIP Units converted into OP Units once they had both vested and satisfied the minimum allocations to their capital accounts for federal income tax purposes. OP Units may be exchanged on a one-for-one basis for Common Shares of the Issuer, or for the equivalent cash value of Common Shares, as determined by the Issuer. The OP Units are currently exchangeable and have no expiration date.
  5. F5 Represents a bona fide gift of OP Units to a donor-advised fund (DAF) for charitable purposes.
  6. F6 In connection with the gift, the same number of Other Stock Units issued under the Welltower Inc. 2022 Amended and Restated Long-Term Incentive Plan, which were issued when the LTIP Units that converted into the gifted OP Units were issued, were immediately cancelled for no consideration in accordance with their terms.

More WELL filings

Not investment advice. Summaries can contain errors; the SEC filing is the official record.