Form 4: Welltower CEO Shankh Mitra Reports Routine Stock Transactions

Welltower Inc. CEO and Director Shankh Mitra reported the acquisition of 112 shares through an employee stock purchase plan and the disposition of 495 shares, adjusting his direct beneficial ownership to 77,275 shares.

Summary

• Shankh Mitra, CEO and Director of Welltower Inc. (WELL), reported changes in his beneficial ownership of common stock.
• On May 30, 2025, Mr. Mitra acquired 112 shares of Welltower Common Stock at a price of $113.93 per share.
• This acquisition was made pursuant to the Welltower Inc. Employee Stock Purchase Plan (ESPP) and was exempt under Rule 16b-3(c) and Rule 16b-3(d).
• The purchase price of $113.93 was based on 85% of the closing stock price on December 2, 2024, which was the first trading day of the offering period.
• Following this acquisition, Mr. Mitra's direct beneficial ownership increased to 77,770 shares.
• On June 17, 2025, Mr. Mitra disposed of 495 shares of Welltower Common Stock at a price of $0, indicated by a 'G' transaction code, typically signifying a gift.
• After the disposition, Mr. Mitra's direct beneficial ownership stands at 77,275 shares.
• Additionally, Mr. Mitra has indirect beneficial ownership of 62 shares held by his children.

Sentiment

Score: 5

Explanation: The document reports routine insider transactions (ESPP acquisition and a gift disposition) which are neutral in sentiment and do not indicate significant positive or negative developments for the company.

Positives

• The acquisition of 112 shares through the Employee Stock Purchase Plan (ESPP) demonstrates management's participation in and commitment to the company's stock ownership programs.

Negatives

• The disposition of 495 shares, even if a gift, reduces the direct beneficial ownership of the CEO.

Future Outlook

This Form 4 filing is a transactional report and does not contain forward-looking statements or guidance regarding the company's future outlook.

Industry Context

This filing is a routine insider transaction report and does not provide information relevant to broader industry trends or competitive analysis.

Related Party Transactions

• Shankh Mitra reported indirect beneficial ownership of 62 shares held by his children.

Stakeholder Impact

• Shareholders: The reported transactions are routine insider filings and are unlikely to have a significant direct impact on shareholders, as they represent minor changes in the CEO's overall holdings relative to the company's market capitalization.
• Employees: The ESPP acquisition highlights the availability and use of employee stock purchase plans within the company.

Key Dates

Keywords

Welltower, WELL, Shankh Mitra, SEC Form 4, Insider Trading, Stock Transactions, Employee Stock Purchase Plan, CEO, Director, Beneficial Ownership