8-KLeadership Changes

WELLTOWER INC. 8-K Report, Executive Changes (Jun 14, 2016)

Filed June 14, 2016For Securities:WELL

Summary

This 8-K filing from Welltower Inc. (WELL) reports on a significant personnel change within the company. Erin C. Ibele, Executive Vice President, Head of Human Capital and Corporate Secretary, will retire from her executive roles effective June 30, 2016. While stepping down from her primary positions, Ms. Ibele will continue to contribute to the company in a new capacity as President of the Welltower Foundation, commencing July 1, 2016, with a specified monthly compensation. Investors should note that the company has entered into a retirement agreement with Ms. Ibele that outlines the terms of her transition. This agreement includes accelerated vesting of her service-based stock awards and pro-rated payouts for certain long-term incentive programs, based on performance up to her retirement date. The full payout of remaining long-term incentive awards is contingent on her continued service through December 31, 2017, and fulfillment of her duties with the Welltower Foundation, subject to company performance metrics.

Key Highlights

  • 1Erin C. Ibele, EVP, Head of Human Capital and Corporate Secretary, is retiring from her executive roles effective June 30, 2016.
  • 2Ms. Ibele will transition to serve as President of the Welltower Foundation starting July 1, 2016.
  • 3She will receive a monthly compensation of $11,667 for her role with the Welltower Foundation.
  • 4Ms. Ibele's service-based stock awards will fully vest upon her retirement.
  • 5She will receive pro-rated payouts for 2015-2017 and 2016-2018 Long-Term Incentive Programs based on performance through June 30, 2016.
  • 6Full remaining long-term incentive payouts are conditional on continued service through December 31, 2017, and fulfillment of foundation duties, tied to company performance.

Frequently Asked Questions

The main event is the retirement of Erin C. Ibele from her executive positions as Executive Vice President, Head of Human Capital and Corporate Secretary, effective June 30, 2016.

No, Ms. Ibele will continue to be involved with Welltower. She will transition to a new role as President of the Welltower Foundation starting July 1, 2016.

The agreement includes accelerated vesting of her service-based stock awards and pro-rated payouts for her long-term incentive programs based on performance up to her retirement date. She will also receive full remaining incentive payouts contingent on continued service and company performance through the end of the respective award periods.

Ms. Ibele will receive a monthly rate of $11,667 for her services as President of the Welltower Foundation.