WELL · Insider Trading

Welltower Inc.

Every open-market purchase and sale reported by WELL officers, directors and 10%+ beneficial owners on SEC Form 4, which must be filed within two business days of the transaction. Sales often reflect scheduled 10b5-1 plans or tax withholding rather than a directional view, so read counts alongside the size and the filer.

Form 4 Filings
50
most recent
Open-Market Buys
2
code P
Sales
7
code S
Reporting Insiders
14
current holders
WELL — Recent Form 4 Transactions (latest 2026-09-30)
FiledInsiderRole TypeSharesValue
2026-09-30 Timothy McHugh Co-President and CFO A +11 +$1.91K
2026-08-27 Andrew Gundlach Director Buy +10,000 +$2.41M
2026-08-24 Dennis G Lopez Director A +73 +$17.33K
2026-06-29 Shankh Mitra CEO MIXED −3,835 +$2.95K
2026-05-27 Shankh Mitra CEO G −162 —
2026-05-26 Dennis G Lopez Director A +63 +$13.61K
2026-05-05 Kenneth J Bacon Director C +2,627 —
2026-05-01 Shankh Mitra CEO G −700 —
2026-02-27 Kenneth J Bacon Director A +2,112 deriv. —
2026-02-27 Karen B DeSalvo Director A +1,056 —
2026-02-27 Dennis G Lopez Director A +1,787 —
2026-02-27 Ade J. Patton Director A +2,112 deriv. —
2026-02-27 Sergio Rivera Director A +1,056 —
2026-02-27 Johnese Spisso Director A +1,056 —
2026-02-27 Andrew Gundlach Director A +3,574 deriv. —
2026-02-27 Kathryn M Sullivan Director A +2,112 deriv. —
2026-02-18 Joshua Fieweger SVP, Chief Accounting Officer A +39,856 deriv. —
2026-02-18 Matthew Grant Mcqueen Chief Legal Officer G −541 —
2026-02-18 John F. Burkart Vice Chairman and COO A +391,692 deriv. —
2026-02-18 Nikhil Chaudhri Co-President and CIO A +215,576 deriv. —
2026-02-18 Timothy McHugh Co-President and CFO A +413,192 deriv. —
2026-02-18 Shankh Mitra CEO A +940,540 deriv. —
2026-01-20 Joshua Fieweger SVP, Chief Accounting Officer F −124 −$23.33K
2026-01-05 Andrew Gundlach Director A +98 deriv. —
2026-01-05 Dennis G Lopez Director A +57 —
2025-12-16 Timothy McHugh Co-President and CFO G −500 —
2025-12-02 Shankh Mitra CEO A +64 +$8.44K
2025-12-02 Nikhil Chaudhri Co-President and CIO A +31 +$4.09K
2025-12-02 John F. Burkart Vice Chairman and COO A +39 +$5.15K
2025-12-02 Timothy McHugh Co-President and CFO A +53 +$6.99K
2025-12-02 Joshua Fieweger SVP, Chief Accounting Officer A +71 +$7.13K
2025-12-02 Matthew Grant Mcqueen Chief Legal Officer A +71 +$9.37K
2025-11-21 Dennis G Lopez Director A +62 +$12.25K
2025-10-31 Shankh Mitra CEO A +4,970,292 deriv. —
2025-10-31 Nikhil Chaudhri Co-President and CIO A +150 +$17.09K
2025-10-31 Timothy McHugh Co-President and CFO A +61 +$6.95K
2025-10-31 John F. Burkart Vice Chairman and COO A +141 +$16.06K
2025-10-31 Matthew Grant Mcqueen Chief Legal Officer A +81 +$9.23K
2025-08-25 Dennis G Lopez Director A +73 +$12.19K
2025-07-02 Andrew Gundlach Director Buy +20,000 +$3.03M
2025-06-17 Shankh Mitra CEO MIXED −383 +$12.76K
2025-06-11 Shankh Mitra CEO Sell −62,204 deriv. —
2025-06-10 Shankh Mitra CEO Sell −24,013 deriv. —
2025-06-10 Timothy McHugh Co-President and CFO Sell −13,116 deriv. —
2025-06-10 John F. Burkart Vice Chairman and COO Sell −8,853 deriv. —
2025-06-10 Matthew Grant Mcqueen Chief Legal Officer Sell −8,853 deriv. —
2025-06-10 Nikhil Chaudhri Co-President and CIO Sell −13,116 deriv. —
2025-05-23 Dennis G Lopez Director A +108 +$15.87K
2025-05-01 Karen B DeSalvo Director Sell −4,000 −$605.72K
2025-03-10 Karen B DeSalvo Director A +1,434 —
WELL — Current Insider Holders
InsiderRole Shares HeldValue
Shankh Mitra CEO 76,556 $18.17M
Matthew Grant Mcqueen Chief Legal Officer 26,881 $6.38M
Sergio Rivera Director 26,611 $6.32M
Andrew Gundlach Director 25,000 $5.93M
Timothy McHugh Co-President and CFO 23,435 $5.56M
Joshua Fieweger SVP, Chief Accounting Officer 21,269 $5.05M
Dennis G Lopez Director 18,597 $4.41M
Johnese Spisso Director 16,057 $3.81M
Kenneth J Bacon Director 14,306 $3.40M
Karen B DeSalvo Director 12,369 $2.94M
Ade J. Patton Director 8,241 $1.96M
Kathryn M Sullivan Director 6,598 $1.57M
John F. Burkart Vice Chairman and COO 1,644 $390.15K
Nikhil Chaudhri Co-President and CIO 449 $106.56K
WELL Insider Trading FAQ
Who are the insiders at WELL?
14 officers, directors and 10%+ beneficial owners currently report holdings in WELL via SEC Form 4.
Are WELL insiders buying or selling?
Across the 50 most recent Form 4 filings for WELL, 2 were open-market purchases (code P) and 7 were sales (code S). Sales frequently reflect scheduled 10b5-1 plans or tax withholding rather than a view on the stock.
How current is WELL insider data?
Form 4 must be filed within two business days of the transaction, so this is close to real time. The most recent WELL filing is dated 2026-09-30.
How to read Form 4 activity

Form 4 reports a change in beneficial ownership by an officer, director or 10%+ holder, and must be filed within two business days of the transaction — so this is close to real time, unlike the 45-day-lagged 13F institutional data.

Transaction codes matter more than the raw buy/sell count. Code P is an open-market purchase — an insider choosing to buy with their own money, which is the signal most research treats as informative. Code S is a sale, but sales are frequently pre-scheduled under a 10b5-1 plan or cover tax withholding on vesting equity, so a run of sales often says nothing directional. Codes A and M are grants and option exercises rather than open-market decisions.

Full filing history and per-insider positions are on the WELL quote page; the site-wide leaderboard is on the insider transactions hub.

Market data may be delayed, incomplete, or inaccurate. Not a recommendation to buy, sell, or hold any security. Verify quotes with your broker before trading. See Terms §17.