|4Feb 27, 4:56 PM ET

Rivera Sergio 4

4 · WELLTOWER INC. · Filed Feb 27, 2026

Research Summary

AI-generated summary of this filing

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Welltower (WELL) Director Sergio Rivera Receives 1,056-Unit Award

What Happened
Sergio Rivera, a director of Welltower Inc. (WELL), received an award of 1,056 deferred stock units on February 26, 2026. The units were granted without cash consideration (recorded at $0.00) and will be settled in Welltower common stock upon vesting on February 26, 2027. This was an equity compensation grant (award), not a purchase or sale.

Key Details

  • Transaction date: 2026-02-26; Report filed: 2026-02-27 (Accession 0001193125-26-083075).
  • Transaction type/code: A (Award/Grant). Price: $0.00 (no cash paid).
  • Shares/units granted: 1,056 deferred stock units.
  • Settlement/vesting: Each unit will convert to one share of common stock on February 26, 2027 per footnote F1.
  • Shares owned after transaction: Not specified in the filing.
  • Filing timeliness: Report filed the next day (appears timely).
  • Footnote: F1 confirms these are deferred stock units granted under the 2022 Long-Term Incentive Plan and will be settled in common stock upon vesting.

Context
Deferred stock units are a form of compensation for directors/executives and do not represent an open-market purchase or sale. The grant itself does not directly signal buying or selling activity; value to the insider depends on Welltower’s share price at the 2027 settlement date and any applicable tax withholding or plan rules at vesting.

Insider Transaction Report

Form 4
Period: 2026-02-26
Transactions
  • Award

    Common Stock

    [F1]
    2026-02-26+1,05626,611 total
Footnotes (1)
  • [F1]These shares represent deferred stock units that were granted without cash consideration on February 26, 2026 under the Amended and Restated Welltower Inc. 2022 Long-Term Incentive Plan. Each deferred stock unit will be settled in common stock upon vesting on February 26, 2027.
Signature
Matthew McQueen Attorney-in-Fact For: Sergio D. Rivera|2026-02-27

Documents

1 file
  • 4
    ownership.xmlPrimary

    4