Transaction · 0001193125-26-409228

McHugh Timothy

McHugh Timothy, PRES, reported a transaction classified as gift at WELLTOWER INC. involving 2150.000000 shares for an estimated $0.00. Reported holdings after the transaction were 884647.000000 shares. A 10b5-1 reference was not detected in the stored filing text.

giftSEC transaction code GPRES
WELLWELLTOWER INC.
Filing timeSep 30
Trade dateSep 29, 2026
Filing · SECView on SEC
InsiderProfile
% of reported position tradedUnavailableNot calculated for derivative securities.

Row-level estimate for this security and ownership context, not the insider’s complete portfolio. Joint ownership, other transactions in the filing, amendments and footnotes can affect interpretation.

Price performance since filing

Close on the filing date, the pre-filing context, and the forward return at standard windows
Price at filing
$231.37
Pre-filing
1mo ago +2.9%1w ago -0.4%1d ago +0.0%
Returns since
7d30d90d180d1y

WELL price since this filing

30 days of pre-filing context and vertical markers at the filing date plus 7d / 30d / 90d / 180d / 1y afterwards
WELL since 2026-09-30Filed today · pre-filing context shaded
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Filing datePost-filing windows (7d, 30d, 90d, 180d, 1y)30 days of pre-filing context

Transaction facts

Stored Form 4 columns with their raw values

Derivative
Type
gift
Code G
Identifier
0001193125-26-409228
OP Units
Transaction date
Sep 29, 2026
Filed Sep 30, 2026, 09:05 PM · 1d delay
Shares
2.15k sh
$0.00 per share
Estimated value
$0
Computed from shares × price
Holdings after
884k sh
Direct

Filing signal explanations

Badges describe filing facts only — not predictions.

Cluster 14dRepeat 30dPattern $100kLarge $1.00M
Derivative Transaction Direct Ownership
-6score
Filing-only score

-6

Compact filing score computed from stored Form 4 facts. Version v1.

Mixed or weak signal

This filing has a negative filing-only score. It may be less informative as an insider-activity signal and needs extra context.

Reported relationships & other filings

Form 4 relationship flags and nearby filing context

Reported roles

Co-President and CFO

Officer YesDirector No10% NoOther No
Footnotes & amended
  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 St…

  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…

  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 desi…

  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 convert…

Original filing · 0001193125-26-409228
Related transactions

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Same reporting owner
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