Welltower insider activity
What the executives and directors of Welltower actually did with their own shares, decoded from their SEC Form 4 filings. Each figure says the stretch of time it covers.
$1.2M
net open-market flow, 12 m
2 open-market buys, 12 m
–
of sale value on 10b5-1 plans, 12 m
26 days since an insider bought, whole record
The tape: three years of insider trades
Open-market buy
Discretionary sale
Planned sale (10b5-1)
Reported-price path
Routine
Every marker sits at the price reported on the Form 4. The line is the monthly median of all prices insiders reported, so the chart needs no market feed; the grey strip is the routine flow (grants, vestings, tax withholding and gifts) that a headline gets wrong by counting it as selling.
The 77 routine events on the chart, as a list
| Date | Insider | Shares |
|---|---|---|
| Aug 20, 2026 | LOPEZ DENNIS G | 73 |
| Jun 26, 2026 | Mitra Shankh | 3,852 |
| May 31, 2026 | Mitra Shankh | 179 |
| May 21, 2026 | LOPEZ DENNIS G | 63 |
| Feb 26, 2026 | Rivera Sergio | 1,056 |
| Feb 26, 2026 | LOPEZ DENNIS G | 1,787 |
| Feb 26, 2026 | DeSalvo Karen B | 1,056 |
| Feb 26, 2026 | Spisso Johnese | 1,056 |
| Feb 13, 2026 | Mcqueen Matthew Grant | 541 |
| Jan 15, 2026 | Fieweger Joshua | 124 |
| Dec 31, 2025 | LOPEZ DENNIS G | 57 |
| Dec 16, 2025 | McHugh Timothy | 500 |
| Nov 28, 2025 | Burkart John F. | 39 |
| Nov 28, 2025 | Mitra Shankh | 64 |
| Nov 28, 2025 | Mcqueen Matthew Grant | 71 |
| Nov 28, 2025 | Fieweger Joshua | 53 |
| Nov 28, 2025 | McHugh Timothy | 53 |
| Nov 28, 2025 | Chaudhri Nikhil | 31 |
| Nov 20, 2025 | LOPEZ DENNIS G | 62 |
| Aug 21, 2025 | LOPEZ DENNIS G | 73 |
| Jun 17, 2025 | Mitra Shankh | 495 |
| May 30, 2025 | Burkart John F. | 141 |
| May 30, 2025 | Mitra Shankh | 112 |
| May 30, 2025 | Mcqueen Matthew Grant | 81 |
| May 30, 2025 | Fieweger Joshua | 124 |
| May 30, 2025 | McHugh Timothy | 61 |
| May 30, 2025 | Chaudhri Nikhil | 150 |
| May 22, 2025 | LOPEZ DENNIS G | 108 |
| Apr 30, 2025 | Mitra Shankh | 700 |
| Mar 6, 2025 | LOPEZ DENNIS G | 91 |
| Feb 28, 2025 | Rivera Sergio | 1,434 |
| Feb 28, 2025 | LOPEZ DENNIS G | 2,427 |
| Feb 28, 2025 | DeSalvo Karen B | 1,434 |
| Feb 28, 2025 | Spisso Johnese | 1,434 |
| Feb 18, 2025 | Fieweger Joshua | 13K |
| Jan 15, 2025 | Fieweger Joshua | 204 |
| Dec 9, 2024 | BACON KENNETH J | 700 |
| Nov 29, 2024 | Burkart John F. | 119 |
| Nov 29, 2024 | Mitra Shankh | 105 |
| Nov 29, 2024 | Mcqueen Matthew Grant | 72 |
| Nov 29, 2024 | Fieweger Joshua | 85 |
| Nov 29, 2024 | McHugh Timothy | 78 |
| Nov 29, 2024 | Chaudhri Nikhil | 65 |
| Nov 21, 2024 | LOPEZ DENNIS G | 88 |
| Sep 30, 2024 | LOPEZ DENNIS G | 273 |
| Aug 21, 2024 | LOPEZ DENNIS G | 88 |
| Jun 24, 2024 | Mitra Shankh | 244 |
| May 31, 2024 | Burkart John F. | 140 |
| May 31, 2024 | Mitra Shankh | 157 |
| May 31, 2024 | Mcqueen Matthew Grant | 195 |
| May 31, 2024 | Fieweger Joshua | 180 |
| May 31, 2024 | McHugh Timothy | 91 |
| May 31, 2024 | Chaudhri Nikhil | 203 |
| May 22, 2024 | LOPEZ DENNIS G | 80 |
| May 1, 2024 | Mcqueen Matthew Grant | 500 |
| Mar 19, 2024 | Mcqueen Matthew Grant | 150 |
| Mar 19, 2024 | McHugh Timothy | 274 |
| Mar 7, 2024 | LOPEZ DENNIS G | 89 |
| Mar 7, 2024 | DeSalvo Karen B | 33 |
| Mar 1, 2024 | Rivera Sergio | 2,157 |
Where the shares went, last 12 months
Every Form 4 movement decomposed: what flowed in (grants, vested equity, purchases) and what flowed out (tax withholding, plan sales, discretionary sales, gifts). Counted in shares, because grants carry no price.
The chart, in numbers
| Flow | Shares |
|---|---|
| Granted | 5,485 |
| Vested / exercised | 2,627 |
| Bought on market | 5,000 |
| Withheld for tax | 124 |
| Gifts | 5,055 |
| Other out | 53 |
| Kept | 7,880 |
Skin in the game
Directly held shares as reported after each trade, indexed to 100 at the start of the window, up to five years back. Direct holdings only: trust and family-entity positions are per-entity in the filings and do not sum honestly, so this chart refuses to guess. The steps are the trades.
The chart, in numbers
| Insider | Start of the window | Latest reported | Indexed, start = 100 |
|---|---|---|---|
| Mitra Shankh | 84K | 73K | 86 |
| Mcqueen Matthew Grant | 28K | 27K | 96.2 |
| Rivera Sergio | 19K | 27K | 137.6 |
| McHugh Timothy | 30K | 23K | 78.1 |
Who holds what
| Insider | Role | Shares held | Buys 12 m | Sales 12 m | 12 m | Last trade |
|---|---|---|---|---|---|---|
| Mitra Shankh EVP, Investments Last trade Aug 10, 2018 | Officer | 119K | – | – | Aug 10, 2018 | |
| Gundlach Andrew Last trade Aug 26, 2026 | Director | 28K | $1.2M | – | net buying over the year: 1 month buying, 0 months selling | Aug 26, 2026 |
| Mcqueen Matthew Grant Chief Legal Officer | Officer | 27K | – | – | – | |
| Rivera Sergio | Director | 27K | – | – | – | |
| McHugh Timothy Co-President and CFO | CFO | 23K | – | – | – | |
| Fieweger Joshua SVP, Chief Accounting Officer | Officer | 21K | – | – | – | |
| LOPEZ DENNIS G | Director | 19K | – | – | – | |
| Spisso Johnese | Director | 16K | – | – | – | |
| BACON KENNETH J Last trade Dec 9, 2024 | Director | 14K | – | – | Dec 9, 2024 | |
| DeSalvo Karen B Last trade Apr 30, 2024 | Director | 12K | – | – | Apr 30, 2024 | |
| Reid Diana | Director | 11K | – | – | – | |
| Patton Ade J. | Director | 8,241 | – | – | – | |
| Burkart John F. Vice Chairman and COO | COO | 1,644 | – | – | – | |
| Chaudhri Nikhil Co-President and CIO | Officer | 449 | – | – | – |
Open-market trade log
the 60 most recent of 341| Date | Insider | Type | Shares | Price | Value | Since trade | Filed |
|---|---|---|---|---|---|---|---|
| Aug 26, 2026 | Gundlach Andrew (Director) 2,500 shares $242.06 +0.0% since trade filed Aug 27, 2026 | Open-market buy | 2,500 | $242.06 | $605K | +0.0% | Aug 27, 2026 |
| Aug 25, 2026 | Gundlach Andrew (Director) 2,500 shares $239.47 +1.1% since trade filed Aug 27, 2026 | Open-market buy | 2,500 | $239.47 | $599K | +1.1% | Aug 27, 2026 |
| Jun 30, 2025 | Gundlach Andrew (Director) 10K shares $151.46 +59.8% since trade filed Jul 2, 2025 | Open-market buy | 10K | $151.46 | $1.5M | +59.8% | Jul 2, 2025 |
| Dec 9, 2024 | BACON KENNETH J (Director) 2,200 shares $130.19 +85.9% since trade filed Dec 10, 2024 | Discretionary sale | 2,200 | $130.19 | $286K | +85.9% | Dec 10, 2024 |
| Jun 4, 2024 | BACON KENNETH J (Director) 1,800 shares $103.91 +133.0% since trade filed Jun 5, 2024 | Discretionary sale | 1,800 | $103.91 | $187K | +133.0% | Jun 5, 2024 |
| Apr 30, 2024 | DeSalvo Karen B (Director) 4,000 shares $151.43 +59.9% since trade filed May 1, 2025 late | Discretionary sale | 4,000 | $151.43 | $606K | +59.9% | May 1, 2025 late |
| Oct 30, 2020 | HAWKINS PHILIP L (Director) 2,000 shares $52.94 filed Nov 2, 2020 | Open-market buy | 2,000 | $52.94 | $106K | – | Nov 2, 2020 |
| May 14, 2019 | DEROSA THOMAS J (CEO) 19K shares $77.90 filed May 15, 2019 | Discretionary sale | 19K | $77.90 | $1.5M | – | May 15, 2019 |
| Mar 13, 2019 | Goodey John (CFO) 1 shares $77.13 filed Mar 15, 2019 | Discretionary sale | 1 | $77.13 | $44 | – | Mar 15, 2019 |
| Feb 28, 2019 | Kerr Mercedes (Officer) 5,000 shares $74.50 filed Mar 1, 2019 | Discretionary sale | 5,000 | $74.50 | $373K | – | Mar 1, 2019 |
| Dec 11, 2018 | Kerr Mercedes (Officer) 551 shares $73.18 filed Dec 13, 2018 | Discretionary sale | 551 | $73.18 | $40K | – | Dec 13, 2018 |
| Dec 11, 2018 | Kerr Mercedes (Officer) 1,552 shares $73.15 filed Dec 13, 2018 | Discretionary sale | 1,552 | $73.15 | $114K | – | Dec 13, 2018 |
| Dec 11, 2018 | Kerr Mercedes (Officer) 2,239 shares $73.18 filed Dec 13, 2018 | Discretionary sale | 2,239 | $73.18 | $164K | – | Dec 13, 2018 |
| Aug 10, 2018 | Mitra Shankh (Officer) 62 shares $63.55 filed Aug 13, 2018 | Open-market buy | 62 | $63.55 | $4K | – | Aug 13, 2018 |
| Jun 6, 2018 | TRUMBULL R SCOTT (Director) 1 shares $57.33 filed Jun 7, 2018 | Discretionary sale | 1 | $57.33 | $30 | – | Jun 7, 2018 |
| May 1, 2018 | Whitelaw Gary (Director) 925 shares $54.18 filed May 1, 2018 | Open-market buy | 925 | $54.18 | $50K | – | May 1, 2018 |
| Mar 15, 2018 | BACON KENNETH J (Director) 600 shares $53.63 filed Mar 16, 2018 | Open-market buy | 600 | $53.63 | $32K | – | Mar 16, 2018 |
| Feb 26, 2018 | Whitelaw Gary (Director) 1,862 shares $53.61 filed Feb 27, 2018 | Open-market buy | 1,862 | $53.61 | $100K | – | Feb 27, 2018 |
| Nov 21, 2017 | Whitelaw Gary (Director) 1,420 shares $68.39 filed Nov 22, 2017 | Open-market buy | 1,420 | $68.39 | $97K | – | Nov 22, 2017 |
| Mar 28, 2017 | Nungester Paul D Jr (Other) 6,452 shares $70.26 filed Mar 29, 2017 | Discretionary sale | 6,452 | $70.26 | $453K | – | Mar 29, 2017 |
| Mar 8, 2017 | KLIPSCH FRED S (Director) 2,606 shares $67.14 filed Mar 9, 2017 | Discretionary sale | 2,606 | $67.14 | $175K | – | Mar 9, 2017 |
| Mar 1, 2017 | ESTES SCOTT A (CFO) 27K shares $69.57 filed Mar 3, 2017 | Discretionary sale | 27K | $69.57 | $1.9M | – | Mar 3, 2017 |
| Nov 10, 2016 | NAUGHTON TIMOTHY J (Director) 2,000 shares $60.69 filed Nov 14, 2016 | Open-market buy | 2,000 | $60.69 | $121K | – | Nov 14, 2016 |
| Oct 3, 2016 | ESTES SCOTT A (CFO) 3,192 shares $74.11 filed Oct 4, 2016 | Discretionary sale | 3,192 | $74.11 | $237K | – | Oct 4, 2016 |
| Sep 7, 2016 | Miller Jeffrey H (COO) 25K shares $78.00 filed Sep 8, 2016 | Discretionary sale | 25K | $78.00 | $1.9M | – | Sep 8, 2016 |
| Sep 1, 2016 | ESTES SCOTT A (CFO) 3,192 shares $76.43 filed Sep 2, 2016 | Discretionary sale | 3,192 | $76.43 | $244K | – | Sep 2, 2016 |
| Aug 8, 2016 | Brinker Scott M (Officer) 13K shares $76.37 filed Aug 8, 2016 | Discretionary sale | 13K | $76.37 | $1.0M | – | Aug 8, 2016 |
| Aug 4, 2016 | Brinker Scott M (Officer) 5,121 shares $77.29 filed Aug 8, 2016 | Discretionary sale | 5,121 | $77.29 | $396K | – | Aug 8, 2016 |
| Aug 1, 2016 | ESTES SCOTT A (CFO) 3,192 shares $78.97 filed Aug 2, 2016 | Discretionary sale | 3,192 | $78.97 | $252K | – | Aug 2, 2016 |
| Jul 1, 2016 | ESTES SCOTT A (CFO) 3,193 shares $76.39 filed Jul 5, 2016 | Discretionary sale | 3,193 | $76.39 | $244K | – | Jul 5, 2016 |
| Jun 17, 2016 | IBELE ERIN C (Officer) 1,955 shares $73.74 filed Jun 20, 2016 | Discretionary sale | 1,955 | $73.74 | $144K | – | Jun 20, 2016 |
| Jun 7, 2016 | ESTES SCOTT A (CFO) 3,193 shares $70.48 filed Jun 8, 2016 | Discretionary sale | 3,193 | $70.48 | $225K | – | Jun 8, 2016 |
| Jun 7, 2016 | ESTES SCOTT A (CFO) 12K shares $70.48 filed Jun 8, 2016 | Discretionary sale | 12K | $70.48 | $817K | – | Jun 8, 2016 |
| May 17, 2016 | IBELE ERIN C (Officer) 2,500 shares $72.10 filed May 17, 2016 | Discretionary sale | 2,500 | $72.10 | $180K | – | May 17, 2016 |
| Mar 31, 2016 | KLIPSCH FRED S (Director) 1,953 shares $68.93 filed Mar 31, 2016 | Discretionary sale | 1,953 | $68.93 | $135K | – | Mar 31, 2016 |
| Mar 29, 2016 | Brinker Scott M (Officer) 1,294 shares $69.58 filed Mar 30, 2016 | Discretionary sale | 1,294 | $69.58 | $90K | – | Mar 30, 2016 |
| Mar 3, 2016 | KLIPSCH FRED S (Director) 2,269 shares $65.75 filed Mar 4, 2016 | Discretionary sale | 2,269 | $65.75 | $149K | – | Mar 4, 2016 |
| Feb 23, 2016 | DEROSA THOMAS J (CEO) 33K shares $61.19 filed Feb 24, 2016 | Open-market buy | 33K | $61.19 | $2.0M | – | Feb 24, 2016 |
| Dec 2, 2015 | KLIPSCH FRED S (Director) 1,500 shares $63.84 filed Dec 3, 2015 | Discretionary sale | 1,500 | $63.84 | $96K | – | Dec 3, 2015 |
| Nov 16, 2015 | KLIPSCH FRED S (Director) 2,000 shares $58.95 filed Nov 18, 2015 | Discretionary sale | 2,000 | $58.95 | $118K | – | Nov 18, 2015 |
| Nov 10, 2015 | NAUGHTON TIMOTHY J (Director) 2,100 shares $59.18 filed Nov 12, 2015 | Open-market buy | 2,100 | $59.18 | $124K | – | Nov 12, 2015 |
| Sep 15, 2015 | KLIPSCH FRED S (Director) 30K shares $63.95 filed Sep 16, 2015 | Discretionary sale | 30K | $63.95 | $1.9M | – | Sep 16, 2015 |
| Sep 14, 2015 | KLIPSCH FRED S (Director) 3,500 shares $62.82 filed Sep 16, 2015 | Discretionary sale | 3,500 | $62.82 | $220K | – | Sep 16, 2015 |
| Jul 31, 2015 | IBELE ERIN C (Officer) 2,104 shares $70.00 filed Aug 4, 2015 | Discretionary sale | 2,104 | $70.00 | $147K | – | Aug 4, 2015 |
| Jul 20, 2015 | IBELE ERIN C (Officer) 550 shares $67.14 filed Jul 22, 2015 | Discretionary sale | 550 | $67.14 | $37K | – | Jul 22, 2015 |
| Jul 15, 2015 | Miller Jeffrey H (COO) 2,654 shares $68.13 filed Jul 15, 2015 | Discretionary sale | 2,654 | $68.13 | $181K | – | Jul 15, 2015 |
| Jun 22, 2015 | IBELE ERIN C (Officer) 550 shares $68.54 filed Jun 24, 2015 | Discretionary sale | 550 | $68.54 | $38K | – | Jun 24, 2015 |
| Jun 15, 2015 | Miller Jeffrey H (COO) 2,662 shares $67.83 filed Jun 17, 2015 | Discretionary sale | 2,662 | $67.83 | $181K | – | Jun 17, 2015 |
| Jun 11, 2015 | Brinker Scott M (Officer) 13 shares $68.17 filed Jun 12, 2015 | Open-market buy | 13 | $68.17 | $886 | – | Jun 12, 2015 |
| Jun 11, 2015 | Brinker Scott M (Officer) 13 shares $68.59 filed Jun 15, 2015 | Open-market buy | 13 | $68.59 | $892 | – | Jun 15, 2015 |
| Jun 10, 2015 | HERMAN CHARLES J JR (Officer) 1,000 shares $67.77 filed Jun 12, 2015 | Discretionary sale | 1,000 | $67.77 | $68K | – | Jun 12, 2015 |
| May 20, 2015 | IBELE ERIN C (Officer) 1,602 shares $71.68 filed May 21, 2015 | Discretionary sale | 1,602 | $71.68 | $115K | – | May 21, 2015 |
| May 15, 2015 | Miller Jeffrey H (COO) 2,662 shares $71.40 filed May 15, 2015 | Discretionary sale | 2,662 | $71.40 | $190K | – | May 15, 2015 |
| May 11, 2015 | HERMAN CHARLES J JR (Officer) 1,000 shares $71.95 filed May 12, 2015 | Discretionary sale | 1,000 | $71.95 | $72K | – | May 12, 2015 |
| Apr 20, 2015 | IBELE ERIN C (Officer) 1,602 shares $75.26 filed Apr 22, 2015 | Discretionary sale | 1,602 | $75.26 | $121K | – | Apr 22, 2015 |
| Apr 15, 2015 | ESTES SCOTT A (CFO) 3,831 shares $76.15 filed Apr 17, 2015 | Discretionary sale | 3,831 | $76.15 | $292K | – | Apr 17, 2015 |
| Apr 15, 2015 | Miller Jeffrey H (COO) 2,662 shares $76.13 filed Apr 17, 2015 | Discretionary sale | 2,662 | $76.13 | $203K | – | Apr 17, 2015 |
| Apr 10, 2015 | HERMAN CHARLES J JR (Officer) 1,000 shares $76.90 filed Apr 14, 2015 | Discretionary sale | 1,000 | $76.90 | $77K | – | Apr 14, 2015 |
| Mar 31, 2015 | Brinker Scott M (Officer) 2,578 shares $78.21 filed Apr 2, 2015 | Discretionary sale | 2,578 | $78.21 | $202K | – | Apr 2, 2015 |
| Mar 20, 2015 | IBELE ERIN C (Officer) 1,602 shares $77.55 filed Mar 23, 2015 | Discretionary sale | 1,602 | $77.55 | $124K | – | Mar 23, 2015 |
“Since trade” compares with the latest insider-implied price, not a market quote: these pages are built from filings alone. A role here is the one on that day's Form 4, so somebody promoted since appears under both titles.
Filing hygiene
119 Forms 4, 3 years
22 filed late
2 amendments
37.2 avg. days to file
How to read this
A Form 4 transaction code decides everything. P is an open-market purchase and S an open-market sale; those two are the only codes where an insider chose to trade. A is a grant, M an option exercise or vesting, F shares withheld to cover tax, G a gift. Most “insiders dumped billions” headlines are code F and M mechanics.
Sales flagged 10b5-1 run on a plan the insider adopted in advance; since 2023 every Form 4 carries that flag. Buys have historically predicted returns, sales mostly have not, and this page states filings, not advice.