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| SEC Filing | Company/Stock | Trade Date | Transaction | Shares | Avg. Price | Total | % Holdings | Gain/Loss |
|---|---|---|---|---|---|---|---|---|
| 20-Mar-24 5:15 PM View:  | Health Care REIT Inc. (WELL) | 19-Mar-24 | Gift | 150 | -- | -- | (< 1%) 27.65K to 27.5K | |
| 15-Feb-24 5:19 PM View: | Health Care REIT Inc. (WELL) | 15-Feb-24 | Gift | 304 | -- | -- | (1%) 27.96K to 27.65K | |
| 06-Dec-23 4:08 PM View: | Health Care REIT Inc. (WELL) | 30-Nov-23 | Grant | 101 | $63.42 | $6,405.32 | < 1% 27.86K to 27.96K | |
| 06-Dec-23 4:08 PM View: | Health Care REIT Inc. (WELL) | 31-May-23 | Grant | 245 | $60.34 | $14,783.80 | < 1% 27.61K to 27.86K | |
| 18-Jan-23 5:17 PM View: | Health Care REIT Inc. (WELL) | 15-Jan-23 | Payment of Exercise | 236 | $71.15 | $16,791.40 | (< 1%) 27.85K to 27.61K | |
| 05-Jan-23 4:56 PM View: | Health Care REIT Inc. (WELL) | 03-Jan-23 | Disposition | 7,877 | -- | -- | (22%) 35.72K to 27.85K | |
| 21-Dec-22 6:23 PM View: | Health Care REIT Inc. (WELL) | 30-Nov-22 | Grant | 93 | $60.38 | $5,614.97 | < 1% 35.63K to 35.72K | |
| 21-Dec-22 6:23 PM View: | Health Care REIT Inc. (WELL) | 31-May-22 | Grant | 211 | $67.46 | $14,233.20 | < 1% 35.42K to 35.63K | |
| 17-Feb-22 6:07 PM View: | Health Care REIT Inc. (WELL) | 15-Feb-22 | Payment of Exercise | 3,129 | $81.16 | $253,950.00 | (8%) 38.55K to 35.42K | |
| 17-Feb-22 6:07 PM View: | Health Care REIT Inc. (WELL) | 15-Feb-22 | Option Exercise | 6,786 | -- | -- | 21% 31.76K to 38.55K | |
| 18-Jan-22 5:45 PM View: | Health Care REIT Inc. (WELL) | 15-Jan-22 | Payment of Exercise | 1,138 | $87.51 | $99,586.40 | (3%) 32.9K to 31.76K | (< 1%) |
| 14-Jan-22 5:11 PM View: | Health Care REIT Inc. (WELL) | 12-Jan-22 | Grant | 4,953 | -- | -- | 18% 27.95K to 32.9K | |
| 02-Dec-21 5:02 PM View: | Health Care REIT Inc. (WELL) | 30-Nov-21 | Grant | 202 | $65.19 | $13,168.40 | < 1% 27.75K to 27.95K | |
| 02-Dec-21 5:02 PM View: | Health Care REIT Inc. (WELL) | 05-Aug-21 | Gift | 1,000 | -- | -- | (3%) 28.75K to 27.75K | |
| 02-Dec-21 5:02 PM View: | Health Care REIT Inc. (WELL) | 28-May-21 | Grant | 149 | $53.97 | $8,041.53 | < 1% 28.6K to 28.75K | |
| 17-Feb-21 5:27 PM View: | Health Care REIT Inc. (WELL) | 12-Feb-21 | Grant | 2,234 | -- | -- | 11% 20.97K to 23.21K | |
| 17-Feb-21 5:27 PM View: | Health Care REIT Inc. (WELL) | 12-Feb-21 | Payment of Exercise | 2,519 | $67.51 | $170,058.00 | (8%) 31.12K to 28.6K | |
| 17-Feb-21 5:27 PM View: | Health Care REIT Inc. (WELL) | 12-Feb-21 | Option Exercise | 7,908 | -- | -- | 34% 23.21K to 31.12K | |
| 20-Jan-21 7:14 PM View: | Health Care REIT Inc. (WELL) | 15-Jan-21 | Payment of Exercise | 1,132 | $64.25 | $72,731.00 | (5%) 22.11K to 20.97K | 5% |
| 05-Jan-21 5:00 PM View: | Health Care REIT Inc. (WELL) | 31-Dec-20 | Payment of Exercise | 684 | $64.62 | $44,200.10 | (3%) 22.79K to 22.11K | |
| 05-Jan-21 5:00 PM View: | Health Care REIT Inc. (WELL) | 31-Dec-20 | Option Exercise | 1,889 | -- | -- | 9% 20.9K to 22.79K | |
| 03-Dec-20 5:43 PM View: | Health Care REIT Inc. (WELL) | 31-May-20 | Grant | 300 | $43.07 | $12,921.00 | 1% 20.6K to 20.9K | |
| 19-Feb-20 5:27 PM View: | Health Care REIT Inc. (WELL) | 14-Feb-20 | Grant | 2,496 | -- | -- | 15% 16.8K to 19.29K | |
| 19-Feb-20 5:27 PM View: | Health Care REIT Inc. (WELL) | 14-Feb-20 | Payment of Exercise | 584 | $89.32 | $52,162.90 | (3%) 21.18K to 20.6K | 32% |
| 19-Feb-20 5:27 PM View: | Health Care REIT Inc. (WELL) | 14-Feb-20 | Option Exercise | 1,892 | -- | -- | 10% 19.29K to 21.18K | |
| 17-Jan-20 4:57 PM View: | Health Care REIT Inc. (WELL) | 15-Jan-20 | Payment of Exercise | 1,176 | $84.95 | $99,901.20 | (7%) 17.97K to 16.8K | 29% |
| 03-Jan-20 4:59 PM View: | Health Care REIT Inc. (WELL) | 31-Dec-19 | Payment of Exercise | 753 | $81.78 | $61,580.30 | (4%) 18.73K to 17.97K | 26% |
| 03-Jan-20 4:59 PM View: | Health Care REIT Inc. (WELL) | 31-Dec-19 | Option Exercise | 2,156 | -- | -- | 13% 16.57K to 18.73K | |
| 09-Dec-19 4:49 PM View: | Health Care REIT Inc. (WELL) | 29-Nov-19 | Grant | 140 | $69.71 | $9,759.26 | < 1% 16.43K to 16.57K | |
| 09-Dec-19 4:49 PM View: | Health Care REIT Inc. (WELL) | 31-May-19 | Grant | 186 | $61.75 | $11,486.10 | 1% 16.24K to 16.43K | |
| 05-Mar-19 5:17 PM View: | Health Care REIT Inc. (WELL) | 02-Mar-19 | Payment of Exercise | 125 | $74.01 | $9,251.25 | (< 1%) 16.37K to 16.24K | 19% |
| 19-Feb-19 6:32 PM View: | Health Care REIT Inc. (WELL) | 14-Feb-19 | Grant | 2,582 | -- | -- | 19% 13.79K to 16.37K | |
| 11-Feb-19 6:17 PM View: | Health Care REIT Inc. (WELL) | 07-Feb-19 | Payment of Exercise | 666 | $77.05 | $51,315.30 | (2%) 28.91K to 28.24K | 21% |
| 11-Feb-19 6:17 PM View: | Health Care REIT Inc. (WELL) | 07-Feb-19 | Option Exercise | 2,157 | -- | -- | 8% 26.75K to 28.91K | |
| 17-Jan-19 5:46 PM View: | Health Care REIT Inc. (WELL) | 15-Jan-19 | Payment of Exercise | 1,052 | $72.39 | $76,154.30 | (8%) 13.35K to 12.3K | 16% |
| 10-Dec-18 4:49 PM View: | Health Care REIT Inc. (WELL) | 30-Nov-18 | Grant | 202 | $49.32 | $9,962.03 | 2% 13.15K to 13.35K | |
| 10-Dec-18 4:49 PM View: | Health Care REIT Inc. (WELL) | 31-May-18 | Grant | 195 | $49.00 | $9,555.58 | 2% 12.95K to 13.15K | |
| 06-Mar-18 4:58 PM View: | Health Care REIT Inc. (WELL) | 02-Mar-18 | Payment of Exercise | 125 | $52.93 | $6,616.25 | (< 1%) 13.08K to 12.95K | (10%) |
| 20-Feb-18 5:57 PM View: | Health Care REIT Inc. (WELL) | 15-Feb-18 | Grant | 2,719 | -- | -- | 26% 10.36K to 13.08K | |
| 12-Feb-18 5:53 PM View: | Health Care REIT Inc. (WELL) | 08-Feb-18 | Grant | 3,659 | -- | -- | 55% 6.7K to 10.36K | |
| 17-Jan-18 7:04 PM View: | Health Care REIT Inc. (WELL) | 15-Jan-18 | Payment of Exercise | 614 | $59.16 | $36,324.20 | (8%) 7.31K to 6.7K | 3% |
| 06-Mar-17 5:17 PM View: | Health Care REIT Inc. (WELL) | 02-Mar-17 | Payment of Exercise | 136 | $69.95 | $9,513.20 | (2%) 7.45K to 7.31K | 19% |