Welltower insider trading
Every open-market purchase and sale by Welltower's officers, directors and largest shareholders since November 4, 2021, and what the share price did next.
| Date | Insider | Trade | Shares | Price | Value | 1M after | 3M after | 6M after |
|---|
Does following Welltower’s insiders pay?
From March 9, 2010 to August 27, 2026, 21 insiders reported 15 open-market purchases and 49 sales not made under a pre-set plan in Welltower. Twelve months after each purchase was reported, the shares were +9.6% against the S&P 500 on average (median +5.5%), over 14 purchases with a full year of prices; 71% beat the index. After sales, the shares moved −7.0% against the index over 12 months (a negative figure means selling was the right call). That rests on fewer than 20 purchases, too few to read much into. Buying each purchase the day after it was reported, an equal amount each, held 12 months or until that insider reported a sale, would have turned $10,000 on May 24, 2010 into $87,613 by November 2, 2026, +14.1% a year. It held shares 60% of the time; the S&P 500 on those same days, with Treasury bills otherwise, made $65,837 (+12.2% a year), and held throughout $93,955 (+14.6%).
| Insider | Role | Purchases | 12 months after their purchases | Beat the S&P 500 | Sales | 12 months after their sales | Latest report |
|---|---|---|---|---|---|---|---|
| Klipsch Fred S | Director | 2 | −7.9% (2) | 50% | 6 | −8.4% (6) | March 9, 2017 |
| Brinker Scott M | EVP - Chief Investment Officer | 0 | — | — | 7 | −12.9% (7) | August 8, 2016 |
| Ibele Erin C | EVP-Head Human Cap.&Corp.Secy. | 0 | — | — | 7 | −9.3% (7) | June 20, 2016 |
| Crabtree Michael A | Sr. Vice President & Treasurer | 0 | — | — | 6 | +2.1% (6) | July 1, 2014 |
| Nungester Paul D Jr | Other | 0 | — | — | 5 | −14.4% (5) | March 29, 2017 |
| Herman Charles J Jr | EVP & Chief Investment Officer | 0 | — | — | 4 | −1.9% (4) | November 21, 2012 |
| Bacon Kenneth J | Director | 1 | +43.5% (1) | 100% | 2 | +35.1% (2) | December 10, 2024 |
| Estes Scott A | EVP and CFO | 0 | — | — | 3 | −20.7% (3) | March 3, 2017 |
| Naughton Timothy J | Director | 3 | +1.2% (3) | 67% | 0 | — | November 14, 2016 |
| Whitelaw Gary | Director | 3 | +26.7% (3) | 100% | 0 | — | May 1, 2018 |
| Derosa Thomas J | Chairman & CEO | 1 | −6.2% (1) | 0% | 1 | −48.8% (1) | May 15, 2019 |
| Gundlach Andrew | Director | 2 | +37.0% (1) | 100% | 0 | — | August 27, 2026 |
| Kerr Mercedes | EVP-Business Development | 0 | — | — | 2 | −6.7% (2) | March 1, 2019 |
| Otten Jeffrey | Director | 0 | — | — | 2 | −9.8% (2) | December 4, 2012 |
| Desalvo Karen B | Director | 0 | — | — | 1 | +15.4% (1) | May 1, 2025 |
| Hawkins Philip L | Director | 1 | +5.2% (1) | 100% | 0 | — | November 2, 2020 |
| Loftus Daniel R | Senior Vice President | 0 | — | — | 1 | +17.9% (1) | March 27, 2012 |
| Oster Sharon M | Director | 1 | +16.5% (1) | 100% | 0 | — | August 10, 2011 |
| Pelham Judith C | Director | 1 | −29.5% (1) | 0% | 0 | — | March 1, 2013 |
| Thomas John T | EVP- Medical Facilities | 0 | — | — | 1 | −2.7% (1) | August 12, 2010 |
| Trumbull R Scott | Director | 0 | — | — | 1 | −26.6% (1) | July 1, 2013 |
When several insiders traded Welltower
Months when 2 or more insiders became net buyers, or 3 or more net sellers, of Welltower in reports dated in the 91 days before the month end, and how the stock did against the S&P 500 from that month end. After the 1 buying crowd with six months of prices, it averaged +7.8% against the index. After 8 selling crowds, −0.9%. One company's history is too short to judge by; the test across every company is the better guide.
| Month | Crowd | 3 months on, vs S&P 500 | 6 months | 12 months |
|---|---|---|---|---|
| March 29, 2018 | 2 buying | +13.0% | +7.8% | +38.6% |
| March 31, 2017 | 3 selling | +4.0% | −5.9% | −32.7% |
| May 31, 2016 | 3 selling | +8.3% | −11.9% | −6.8% |
| March 28, 2013 | 4 selling | −3.5% | −13.5% | −29.4% |
| November 30, 2012 | 3 selling | +3.4% | +1.0% | −30.6% |
| May 31, 2012 | 3 selling | −1.9% | −0.5% | +0.5% |
| December 30, 2011 | 3 selling | −11.5% | +1.4% | −0.3% |
| April 29, 2011 | 3 selling | +4.2% | +5.8% | +6.8% |
| April 30, 2010 | 3 selling | +9.2% | +16.1% | +9.8% |