John F. Burkart

CIK 1492460 · View on SEC EDGAR ↗

Insider

First SEC filing: July 21, 2021 · Latest: July 21, 2021

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Insider at

Insider transactions

0 buys (P) 0 sells (S) Net: $0 + 81 non-open-market transactions below last 12 months, based on the transactions shown below

Price change vs current quote, split-adjusted for corporate actions since the filing — not benchmarked, not annualized, not size-weighted

81 other filings hidden
Date Ticker Code Shares Price Value Owned after Δ own A/D vs now
June 6, 2025 WELL S 8,854 — — 1,318 Direct -87.04% Disposed (price as of 2026-08-21)
Feb. 21, 2020 ESS S 6,793 $327.06 $2,221,719 2,257 Direct -75.06% Disposed -11.7% (price as of 2026-08-21)
Feb. 11, 2020 ESS S 10b5-1 2,503 $318.00 $795,954 2,257 Direct -52.58% Disposed -9.2% (price as of 2026-08-21)
Feb. 3, 2020 ESS S 10b5-1 1,656 $311.01 $515,033 2,257 Direct -42.32% Disposed -7.1% (price as of 2026-08-21)
Jan. 22, 2020 ESS S 10b5-1 4,400 $312.89 $1,376,716 3,913 Direct -52.93% Disposed -7.7% (price as of 2026-08-21)
Aug. 30, 2019 ESS S 1,546 $321.99 $497,797 3,919 Direct -28.29% Disposed -10.3% (price as of 2026-08-21)
Aug. 29, 2019 ESS S 5,247 $321.29 $1,685,809 3,919 Direct -57.24% Disposed -10.1% (price as of 2026-08-21)
Aug. 15, 2019 ESS S 13,807 $312.62 $4,316,344 3,919 Direct -77.89% Disposed -7.6% (price as of 2026-08-21)
March 14, 2019 ESS S 1,413 $290.22 $410,081 3,919 Direct -26.50% Disposed -0.5% (price as of 2026-08-21)
Dec. 19, 2018 ESS S 332 $255.51 $84,829 6,732 Direct -4.70% Disposed 13.0% (price as of 2026-08-21)
Oct. 30, 2018 ESS S 834 $256.11 $213,596 5,929 Direct -12.33% Disposed 12.8% (price as of 2026-08-21)
May 11, 2018 ESS S 1,000 $243.17 $243,170 5,929 Direct -14.43% Disposed 18.8% (price as of 2026-08-21)
May 11, 2018 ESS S 1,500 $243.21 $364,815 5,929 Direct -20.19% Disposed 18.8% (price as of 2026-08-21)
Aug. 1, 2017 ESS S 333 $261.84 $87,193 4,485 Direct -6.91% Disposed 10.3% (price as of 2026-08-21)
May 19, 2017 ESS S 167 $254.75 $42,543 4,485 Direct -3.59% Disposed 13.4% (price as of 2026-08-21)
May 8, 2017 ESS S 6,667 $248.71 $1,658,150 4,485 Direct -59.78% Disposed 16.1% (price as of 2026-08-21)
Feb. 10, 2017 ESS S 500 $228.61 $114,305 7,485 Direct -6.26% Disposed 26.3% (price as of 2026-08-21)
Feb. 10, 2017 ESS S 3,000 $228.74 $686,220 4,485 Direct -40.08% Disposed 26.3% (price as of 2026-08-21)
Dec. 18, 2015 ESS S 10b5-1 3,000 $236.85 $710,550 2,823 Direct -51.52% Disposed 22.0% (price as of 2026-08-21)

Showing latest 100 of 121 transactions

P = Open-market purchase · S = Sale · A = Grant/award · M = Option exercise · G = Gift · F = Tax withholding

Insider transactions are not a recommendation; sales are often driven by liquidity or tax reasons.

Derivative holdings (Form 4 Table II)

Options, RSUs and convertible securities reported on Form 4 Table II.

Date Ticker Security Underlying Exercise price Expiration Shares A/D
Feb. 13, 2026 WELL Other Stock Units Common — — 195,846 Acquired
Feb. 13, 2026 WELL LTIP Units Common — — 131,332 Acquired
Feb. 13, 2026 WELL LTIP Units Common — — 64,514 Acquired
Oct. 30, 2025 WELL Other Stock Units Common (285,649) — — 285,649 Acquired
Oct. 30, 2025 WELL LTIP Units Common (285,649) — — 285,649 Acquired
June 6, 2025 WELL Welltower OP Class A Common Units Common (10,172) $152.48 — 8,854 Disposed
Feb. 18, 2025 WELL Other Stock Units Common (69,342) — — 69,342 Acquired
Feb. 18, 2025 WELL LTIP Units Common — — 69,342 Acquired
Feb. 13, 2024 WELL Other Stock Units Common (10,172) — — 10,172 Acquired
Feb. 13, 2024 WELL LTIP Units Common — — 10,172 Acquired
Jan. 24, 2024 WELL Other Stock Units Common (10,065) — — 10,065 Acquired
Jan. 24, 2024 WELL LTIP Units Common (10,065) — — 10,065 Acquired
Feb. 23, 2023 WELL Other Stock Units Common (27,807) — — 27,807 Acquired
Feb. 23, 2023 WELL Option Units Common (21,898) — — 21,898 Acquired
Feb. 23, 2023 WELL LTIP Units Common (5,909) — — 5,909 Acquired
Jan. 3, 2023 WELL Other Stock Units Common (45,305) — — 45,305 Acquired
Jan. 3, 2023 WELL Option Units Common (42,898) — Jan. 12, 2032 42,898 Acquired
Jan. 3, 2023 WELL Employee Stock Option (right to buy) Common (42,898) $86.31 Jan. 12, 2032 42,898 Disposed
Jan. 3, 2023 WELL LTIP Units Common (2,407) — — 2,407 Acquired
Jan. 12, 2022 WELL Employee Stock Option (right to buy) Common Stock (42,898) $86.31 Jan. 11, 2032 42,898 Acquired
March 10, 2020 ESS Operating Partnership Units Common Stock (7,000) — — 7,000 Acquired
March 10, 2020 ESS Series Z-1 Incentive Units Operating Partnership Units (7,000) — — 7,000 Disposed
Feb. 21, 2020 ESS Stock Option (Right to Purchase) Common Stock (6,793) $240.61 Dec. 7, 2027 6,793 Disposed
Feb. 11, 2020 ESS Stock Option (Right to Purchase) Common Stock (2,503) $219.22 Dec. 8, 2026 2,503 Disposed
Jan. 22, 2020 ESS Stock Option (Right to Purchase) Common Stock (4,400) $219.22 Dec. 8, 2026 4,400 Disposed
Dec. 4, 2019 ESS Stock Option (Right to Purchase) [F1] Common Stock (19,637) $311.43 Dec. 3, 2029 19,637 Acquired
Dec. 4, 2019 ESS Stock Option (Right to Purchase) [F1] Common Stock (19,291) $311.43 Dec. 3, 2029 19,291 Acquired
Aug. 30, 2019 ESS Stock Option (Right to Purchase) Common Stock (1,546) $240.61 Dec. 7, 2027 1,546 Disposed
Aug. 29, 2019 ESS Stock Option (Right to Purchase) Common Stock (5,247) $240.61 Dec. 7, 2027 5,247 Disposed
Aug. 15, 2019 ESS Stock Option (Right to Purchase) Common Stock (13,807) $219.22 Dec. 8, 2026 13,807 Disposed
Dec. 19, 2018 ESS Stock Option (Right to Purchase) Common Stock (332) $152.63 Dec. 10, 2023 332 Disposed
Dec. 6, 2018 ESS Stock Option (Right to Purchase) [F1] Common Stock (17,716) $265.68 Dec. 6, 2028 17,716 Acquired
Oct. 30, 2018 ESS Stock Option (Right to Purchase) Common Stock (834) $152.63 Dec. 10, 2023 834 Disposed
May 11, 2018 ESS Stock Option (Right to Purchase) Common Stock (1,000) $152.63 Dec. 10, 2023 1,000 Disposed
May 11, 2018 ESS Stock Option (Right to Purchase) Common Stock (1,500) $143.03 Dec. 11, 2019 1,500 Disposed
March 13, 2018 ESS Operating Partnership Units Common Stock (7,500) — — 7,500 Acquired
March 13, 2018 ESS Series Z-1 Incentive Units Operating Partnership Units (7,500) — — 7,500 Disposed
Dec. 7, 2017 ESS Stock Option (Right to Purchase) [F3] Common Stock (20,385) $240.61 Dec. 7, 2027 20,385 Acquired
Nov. 10, 2017 ESS Stock Option (Right to Purchase) Common Stock (667) $152.63 Dec. 10, 2023 667 Disposed
Aug. 1, 2017 ESS Stock Option (Right to Purchase) Common Stock (333) $152.63 Dec. 10, 2023 333 Disposed
May 19, 2017 ESS Stock Option (Right to Purchase) Common Stock (0) $152.63 Dec. 10, 2023 167 Disposed
May 8, 2017 ESS Stock Option (Right to Purchase) Common Stock (6,667) $152.63 Dec. 10, 2023 6,667 Disposed
Feb. 10, 2017 ESS Stock Option (Right to Purchase) Common Stock (3,000) $143.03 Dec. 11, 2019 3,000 Disposed
Feb. 10, 2017 ESS Stock Option (Right to Purchase) Common Stock (500) $132.03 Dec. 6, 2021 500 Disposed
Dec. 8, 2016 ESS Stock Option (Right to Purchase) [F2] Common Stock (20,710) $219.22 Dec. 8, 2026 20,710 Acquired
Dec. 18, 2015 ESS Stock Option (Right to Purchase) Common Stock (3,000) $143.03 Dec. 11, 2019 3,000 Disposed
Dec. 14, 2015 ESS Stock Option (Right to Purchase) Common Stock (1,000) — Dec. 6, 2021 1,000 Disposed
Dec. 9, 2015 ESS LTIP Units [F1] Common Stock (832) — — 832 Acquired
Dec. 9, 2015 ESS LTIP Units [F1] Common Stock (1,663) — — 1,663 Acquired
Aug. 18, 2015 ESS Stock Option (Right to purchase) Common Stock (3,500) — Dec. 6, 2021 3,500 Disposed
Dec. 10, 2014 ESS LTIP Units [F1] Common Stock (3,000) — — 3,000 Acquired
Dec. 9, 2014 ESS LTIP Units [F1] Common Stock (1,562) — — 1,562 Acquired
Dec. 9, 2014 ESS LTIP Units [F1] Common Stock (3,125) — — 3,125 Acquired
Dec. 11, 2012 ESS Stock Option (Right to purchase) Common Stock (15,000) — Dec. 11, 2022 15,000 Acquired
Dec. 6, 2011 ESS Stock options (right to purchase) Common Stock (5,000) $132.03 Dec. 6, 2021 5,000 Acquired
Dec. 6, 2011 ESS Series Z-1 Incentive Units Series Z-1 Incentive Units (7,000) — — 7,000 Acquired
May 18, 2010 ESS Series Z-1 Incentive Units Series Z-1 Incentive Units (7,500) — — 7,500 Acquired

Exercise/conversion price is blank when not applicable (e.g. RSUs).

Initial ownership (Form 3) 6 holdings

Securities held when first becoming an insider, per SEC Form 3.

Date Ticker Security Shares Ownership
July 21, 2021 WELL Common Stock 0 Direct
May 20, 2010 ESS Common Stock 10 Direct
May 20, 2010 ESS Common Stock 12,574 Direct
May 20, 2010 ESS Series Z-1 Incentive Units→ Series Z Unit Incentive (3,655) 3,655 Direct
May 20, 2010 ESS Series Z-1 Incentive Units→ Series Z Unit Incentive (4,706) 4,706 Direct
May 20, 2010 ESS Series Z Incentive Units→ Series Z Unit Incentive — Direct

Compensation (DEF 14A)

Matched by name from proxy statements (DEF 14A) — verify against the filing.

WELL

Fiscal year Salary Bonus Stock awards Option awards Non-equity incentive Pension change Other Total
2025 $650,000 — — — $2,275,000 — $51,500 $100,240,700
2024 $625,000 — — — $1,864,397 — $36,250 $6,034,915
2023 $625,000 — — — $1,485,938 — $29,500 —

ESS

Fiscal year Salary Bonus Stock awards Option awards Non-equity incentive Pension change Other Total
2017 $460,000 — — — $776,000 — $33,778 $3,039,641
2016 $400,000 — — — $580,000 — $27,815 $1,952,268
2013 $275,000 $150,000 $324,050 $159,600 $276,316 — $13,351 $1,198,317

Figures from the Summary Compensation Table of the company's proxy statement (DEF 14A). Compensation is not a recommendation.