Form 4: Ventas Director Matthew Lustig Acquires 2,047 Shares

Ventas, Inc. director Matthew J. Lustig was granted 2,047 restricted stock units as part of the company's 2022 Incentive Plan.

Summary

• Director Matthew J. Lustig acquired 2,047 shares of Ventas, Inc. (VTR) common stock.
• The transaction occurred on May 13, 2026, at a price of $90.35 per share.
• The acquisition was in the form of restricted stock units (RSUs) granted under the 2022 Incentive Plan.
• Following this transaction, the director's total beneficial ownership is 95,005.712 shares.

Sentiment

Score: 5

Explanation: StockSavvy.ai views this as a neutral, routine disclosure of director compensation that does not signal a change in company strategy or financial health.

Positives

• Director alignment with shareholder interests through increased equity ownership.
• Standard equity-based compensation grant indicates ongoing retention of board leadership.

Negatives

• None identified; this is a routine regulatory disclosure of director compensation.

Risks

• None identified; this is a standard Form 4 filing regarding director equity compensation.

Future Outlook

The restricted stock units vest on the earlier of the one-year anniversary of the grant date or the date of the Issuer's 2027 Annual Meeting of Stockholders.

Industry Context

StockSavvy.ai notes that director equity grants are standard practice in the REIT sector to ensure board members maintain a vested interest in long-term company performance.

Comparison to Industry Standards

• The grant of restricted stock units is consistent with standard corporate governance practices for S&P 500 and REIT companies.
• The vesting schedule aligns with typical one-year cliff or annual meeting cycles observed in peer healthcare REITs like Welltower or Healthpeak.

Stakeholder Impact

• Minimal impact on shareholders as this is a standard equity compensation grant.

Next Steps

• Vesting of the 2,047 restricted stock units on the earlier of May 13, 2027, or the 2027 Annual Meeting of Stockholders.

Key Dates

Keywords

Ventas, VTR, Form 4, Insider Trading, Director Compensation, Equity Grant