Form 4: Welltower Co-President Gifts 500 Shares

Welltower Inc.'s Co-President and CFO, Timothy McHugh, reported gifting 500 shares of common stock on December 16, 2025.

Summary

• Timothy McHugh, Co-President and CFO of Welltower Inc., reported a transaction involving the company's common stock.
• On December 16, 2025, Mr. McHugh disposed of 500 shares of common stock through a gift (Transaction Code 'G').
• The price per share for this transaction was $0.
• Following this transaction, Mr. McHugh directly beneficially owns 23,398 shares of Welltower common stock.
• Additionally, 26 shares are indirectly beneficially owned by children, though the reporting person disclaims beneficial ownership of these shares for Section 16 purposes.

Sentiment

Score: 5

Explanation: The filing reports a routine insider gift transaction, which is a personal event and generally has a neutral impact on the company's sentiment or operational performance.

Positives

• The transaction represents a personal gift, which is a neutral event for the company's operational or financial performance.

Negatives

• The transaction is a gift and does not reflect a sale for cash, thus it is a neutral event for the company's operational or financial performance.

Future Outlook

This Form 4 filing does not contain any forward-looking statements or guidance regarding Welltower Inc.'s future outlook.

Management Comments

• The reporting person disclaims beneficial ownership of the Common Shares owned by children who share the reporting person's household.
• This report should not be deemed an admission that the reporting person is the beneficial owner of such Common Shares for purposes of Section 16 for any other purpose.

Industry Context

This filing reports a routine insider transaction for a publicly traded company, which is common across all industries and does not provide specific insights into broader industry trends for the healthcare real estate sector.

Related Party Transactions

• Timothy McHugh gifted 500 shares of common stock, and 26 shares are indirectly owned by children, though beneficial ownership is disclaimed for Section 16 purposes.

Stakeholder Impact

• Shareholders: Minimal impact as the transaction is a small personal gift by an executive and does not reflect a change in company fundamentals or strategy.
• Management: The Co-President and CFO's direct holdings decreased by 500 shares due to a gift.

Key Dates

Keywords

Welltower, WELL, Timothy McHugh, insider transaction, Form 4, common stock, gift, beneficial ownership