Welltower (NYSE: WELL) CEO Shankh Mitra reports bona fide gift of 162 shares

Q: What insider transaction did WELL CEO Shankh Mitra report on this Form 4?

Shankh Mitra reported a bona fide gift of 162 shares of Welltower Common Stock. The gift was recorded at $0.00 per share , indicating a non-market, no-consideration transfer rather than an open-market sale or purchase.

Q: How many WELL shares does Shankh Mitra hold after the reported gift?

After the gift transaction, Shankh Mitra directly holds 76,477 shares of Welltower Common Stock. This figure reflects his post-transaction direct ownership as reported in the Form 4’s non-derivative holdings section.

Q: Were any of the WELL shares on this Form 4 held indirectly by Shankh Mitra?

Yes. The filing lists 62 shares of Welltower Common Stock as indirectly owned by children sharing his household. A footnote clarifies that he disclaims beneficial ownership of these indirectly held shares.

Q: What does the ‘bona fide gift’ code mean in the WELL Form 4?

The transaction is coded “ G – bona fide gift ,” meaning the 162 shares were transferred without consideration. This is treated as a non-market disposition , distinct from a sale or purchase on a stock exchange.

Filing Impact

(Neutral)

Filing Sentiment

(Neutral)

Form Type

Rhea-AI Filing Summary

Welltower Inc. CEO Shankh Mitra reported a bona fide gift of 162 shares of Common Stock. The transfer was coded as a gift at a stated price of $0.00 per share and is a non-market disposition. Following this transaction, he holds 76,477 shares of Common Stock directly.

The filing also notes 62 shares of Common Stock held by children in his household, reported as indirect ownership. A footnote states that Mitra disclaims beneficial ownership of the shares held by his children.

Insider Trade Summary

162 shares gifted

Mixed 2 txns

Insider Mitra Shankh

Role CEO

Type	Security	Shares	Price	Value
Gift	Common Stock	162	$0.00	--
holding	Common Stock	--	--	--

Holdings After Transaction: Common Stock — 76,477 shares (Direct, null); Common Stock — 62 shares (Indirect, By Chidren)

Footnotes (1)

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Key Figures

Gifted shares: 162 shares Direct holdings after transaction: 76,477 shares Indirect holdings by children: 62 shares +1 more

4 metrics

Gifted shares 162 shares Bona fide gift of Common Stock on reported date

Direct holdings after transaction 76,477 shares Common Stock directly owned after gift

Indirect holdings by children 62 shares Common Stock held by children sharing household

Gift price per share $0.00 per share Reported for bona fide gift transaction

Key Terms

Common Stock, bona fide gift, beneficial ownership, indirect ownership

4 terms

Common Stock financial

"The reporting person disclaims beneficial ownership of the Common Shares owned by children"

Common stock represents ownership shares in a company, giving investors a stake in its success and a say in important decisions through voting rights. It is the most common type of stock traded on markets and can provide income through dividends, as well as potential for value growth. For investors, holding common stock means sharing in the company’s profits and risks.

bona fide gift financial

"transaction_code_description": "Bona fide gift""

A bona fide gift is a genuine, voluntary transfer of money, property, or benefits from one party to another made without expectation of repayment, services, or hidden conditions. Investors care because such gifts can affect company disclosures, related‑party transaction rules, tax treatment, and perceived conflicts of interest; think of it like someone giving you a present with no strings attached — but on a corporate scale, auditors and regulators need to verify it really is unconditional.

beneficial ownership financial

"The reporting person disclaims beneficial ownership of the Common Shares owned by children"

Beneficial ownership means the person or entity that actually enjoys the benefits of owning shares or other assets — such as receiving dividends, voting rights, or price gains — even if the legal title is held in another name. For investors it matters because knowing who truly controls and profits from a company reveals who can influence decisions, exposes potential conflicts of interest or hidden concentration of power, and affects transparency and risk in the stock.

indirect ownership financial

""ownership_type": "indirect""

Form 4 Insider Transactions: What Each Field Means →

05/27/2026 - 05:11 PM

SEC Form 4

FORM 4

UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549

STATEMENT OF CHANGES IN BENEFICIAL OWNERSHIP

Filed pursuant to Section 16(a) of the Securities Exchange Act of 1934
or Section 30(h) of the Investment Company Act of 1940

OMB APPROVAL

OMB Number:			3235-0287
Estimated average burden
hours per response:			0.5

Check this box if no longer subject to Section 16. Form 4 or Form 5 obligations may continue. See Instruction 1(b).

Check this box to indicate that a transaction was made pursuant to a contract, instruction or written plan for the purchase or sale of equity securities of the issuer that is intended to satisfy the affirmative defense conditions of Rule 10b5-1(c). See Instruction 10.

1. Name and Address of Reporting Person^*

Mitra Shankh

(Last)

(First)

(Middle)

4500 DORR STREET

(Street)

TOLEDO

OHIO

43615

(City)

(State)

(Zip)

UNITED STATES

(Country)

2. Issuer Name and Ticker or Trading Symbol
WELLTOWER INC. [ WELL ]

5. Relationship of Reporting Person(s) to Issuer
(Check all applicable)

X	Director	10% Owner
X	Officer (give title below)	Other (specify below)
	CEO

2a. Foreign Trading Symbol

3. Date of Earliest Transaction (Month/Day/Year)
05/27/2026

6. Individual or Joint/Group Filing (Check Applicable Line)

X	Form filed by One Reporting Person
	Form filed by More than One Reporting Person

4. If Amendment, Date of Original Filed (Month/Day/Year)

Table I - Non-Derivative Securities Acquired, Disposed of, or Beneficially Owned
1. Title of Security (Instr. 3)	2. Transaction Date (Month/Day/Year)	2A. Deemed Execution Date, if any (Month/Day/Year)	3. Transaction Code (Instr. 8)		4. Securities Acquired (A) or Disposed Of (D) (Instr. 3, 4 and 5)			5. Amount of Securities Beneficially Owned Following Reported Transaction(s) (Instr. 3 and 4)	6. Ownership Form: Direct (D) or Indirect (I) (Instr. 4)	7. Nature of Indirect Beneficial Ownership (Instr. 4)
1. Title of Security (Instr. 3)	2. Transaction Date (Month/Day/Year)	2A. Deemed Execution Date, if any (Month/Day/Year)	Code	V	Amount	(A) or (D)	Price		6. Ownership Form: Direct (D) or Indirect (I) (Instr. 4)	7. Nature of Indirect Beneficial Ownership (Instr. 4)
Common Stock	05/27/2026		G		162	D	$0	76,477	D
Common Stock								62	I	By Chidren⁽¹⁾

Table II - Derivative Securities Acquired, Disposed of, or Beneficially Owned (e.g., puts, calls, warrants, options, convertible securities)
1. Title of Derivative Security (Instr. 3)	2. Conversion or Exercise Price of Derivative Security	3. Transaction Date (Month/Day/Year)	3A. Deemed Execution Date, if any (Month/Day/Year)	4. Transaction Code (Instr. 8)		5. Number of Derivative Securities Acquired (A) or Disposed of (D) (Instr. 3, 4 and 5)		6. Date Exercisable and Expiration Date (Month/Day/Year)		7. Title and Amount of Securities Underlying Derivative Security (Instr. 3 and 4)		8. Price of Derivative Security (Instr. 5)	9. Number of derivative Securities Beneficially Owned Following Reported Transaction(s) (Instr. 4)	10. Ownership Form: Direct (D) or Indirect (I) (Instr. 4)	11. Nature of Indirect Beneficial Ownership (Instr. 4)
1. Title of Derivative Security (Instr. 3)	2. Conversion or Exercise Price of Derivative Security	3. Transaction Date (Month/Day/Year)	3A. Deemed Execution Date, if any (Month/Day/Year)	Code	V	(A)	(D)	Date Exercisable	Expiration Date	Title	Amount or Number of Shares	8. Price of Derivative Security (Instr. 5)		10. Ownership Form: Direct (D) or Indirect (I) (Instr. 4)	11. Nature of Indirect Beneficial Ownership (Instr. 4)

Explanation of Responses:

1. 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.

	Matthew McQueen, Attorney in Fact For: Shankh Mitra	05/27/2026
	** Signature of Reporting Person	Date
Reminder: Report on a separate line for each class of securities beneficially owned directly or indirectly.
* If the form is filed by more than one reporting person, see Instruction 4 (b)(v).
** Intentional misstatements or omissions of facts constitute Federal Criminal Violations See 18 U.S.C. 1001 and 15 U.S.C. 78ff(a).
Note: File three copies of this Form, one of which must be manually signed. If space is insufficient, see Instruction 6 for procedure.
Persons who respond to the collection of information contained in this form are not required to respond unless the form displays a currently valid OMB Number.
* Form 4: SEC 1474 (03-26)

Source: View Original Filing on SEC EDGAR

FAQ

What insider transaction did WELL CEO Shankh Mitra report on this Form 4?

Shankh Mitra reported a bona fide gift of 162 shares of Welltower Common Stock. The gift was recorded at $0.00 per share, indicating a non-market, no-consideration transfer rather than an open-market sale or purchase.

How many WELL shares does Shankh Mitra hold after the reported gift?

After the gift transaction, Shankh Mitra directly holds 76,477 shares of Welltower Common Stock. This figure reflects his post-transaction direct ownership as reported in the Form 4’s non-derivative holdings section.

Were any of the WELL shares on this Form 4 held indirectly by Shankh Mitra?

Yes. The filing lists 62 shares of Welltower Common Stock as indirectly owned by children sharing his household. A footnote clarifies that he disclaims beneficial ownership of these indirectly held shares.

Does this WELL Form 4 show any open-market buys or sells by the CEO?

No open-market buys or sells are reported. The only disposition is a gift of 162 shares coded as a bona fide gift, which does not involve a market transaction or sale proceeds.

What does the ‘bona fide gift’ code mean in the WELL Form 4?

The transaction is coded “G – bona fide gift,” meaning the 162 shares were transferred without consideration. This is treated as a non-market disposition, distinct from a sale or purchase on a stock exchange.