Timothy McHugh - 29 May 2026 Form 4 Insider Report for WELLTOWER INC. (WELL)

Reporting relationship: Co-President and CFO
Issuer ticker: WELL
Reported as of: 29 May 2026
Net transaction value: $0
SEC form: 4
Accepted by SEC: 30 Sep 2026, 17:05:43 UTC
Prior SEC filing: 01 Jun 2026
Next SEC filing: 01 Jun 2026
Source filing: View source filing
Reporting owner signature: Matthew McQueen, Attorney in Fact For: Timothy McHugh

Key filing fact

Timothy McHugh filed Form 4 for WELLTOWER INC. (WELL) on 30 Sep 2026.

Key facts

This page summarizes Timothy McHugh's Form 4 filing for WELLTOWER INC. (WELL).
2 reported transactions and 1 derivative row are listed below.
Accepted by SEC: 30 Sep 2026, 17:05.

Change

Previous filing in this sequence was filed on 01 Jun 2026.
Current net transaction value: $0.

Research use

This tells you what this filing adds before you inspect full transaction and derivative tables.
You can trace every row back to the original SEC filing document.

Evidence

Filed on Form 4

Ownership activity is grounded in SEC Form 4 disclosures.

View source filing

Reporting Owners (1)

CIK 0001786887 Primary reporting owner

McHugh Timothy

Relationship: Co-President and CFO
Address: 4500 DORR STREET, TOLEDO
Signature: Matthew McQueen, Attorney in Fact For: Timothy McHugh
Signature date: 30 Sep 2026

Reported non-derivative transactions

Shares, units, or other non-derivative securities reported in this filing.

WELL transaction

Common Stock

Award

Transaction value
Shares: +11
Change %: +0.05%
Price: $173.32^*
Shares after: 23,409
Date: 29 May 2026
Ownership: Direct
Footnotes: F1, F2

WELL holding

Common Stock

No transaction description listed

Transaction value
Shares
Change %
Price
Shares after: 26
Date: 29 May 2026
Ownership: By Children
Footnotes: F3

Reported derivative securities

Options, warrants, convertible securities, or similar derivative positions disclosed in the filing.

WELL transaction Derivative

OP Units

Gift

Transaction value
Shares: -2,150
Change %: -0.24%
Price: $0.000000^*
Shares after: 884,647
Date: 29 Sep 2026
Ownership: Direct
Underlying class: Common
Underlying amount: 2,150
Exercise price
Footnotes: F4, F5, F6

^* marks a reported price that did not pass the local price check.

Additional SEC filing notes

Filing notes and footnotes

Explanation of responses 6 footnotes

Footnote F1

The reporting person is voluntarily reporting the acquisition of common shares, par value $1.00 per share ("Common Shares"), of Welltower Inc. (the "Issuer") pursuant to the Welltower Inc. Employee Stock Purchase Plan ("ESPP"). This transaction was exempt under both Rule 16b-3(c) and Rule 16b-3(d).

Footnote F2

In accordance with the ESPP these Common Shares were purchased at a price equal to 85% of the closing price of Common Shares on December 1, 2025, the first trading day of the offering period.

Footnote F3

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 or for any other purpose.

Footnote F4

Represents Class A Common Units ("OP Units") of Welltower OP LLC ("Welltower OP"), a subsidiary of the Issuer. The OP Units were received on the conversion of membership interests in Welltower OP designated as LTIP Units ("LTIP Units"). Those LTIP Units were originally granted to the reporting person without cash consideration on February 16, 2021. The LTIP Units converted into OP Units once they had both vested and satisfied the minimum allocations to their capital accounts for federal income tax purposes. OP Units may be exchanged on a one-for-one basis for Common Shares of the Issuer, or for the equivalent cash value of Common Shares, as determined by the Issuer. The OP Units are currently exchangeable and have no expiration date.

Footnote F5

Represents a bona fide gift of OP Units to a donor-advised fund (DAF) for charitable purposes.

Footnote F6

In connection with the gift, the same number of Other Stock Units issued under the Welltower Inc. 2022 Amended and Restated Long-Term Incentive Plan, which were issued when the LTIP Units that converted into the gifted OP Units were issued, were immediately cancelled for no consideration in accordance with their terms.