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ESS

ESSEX PROPERTY TRUST, INC.

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3275
SEC CIK
0000920522
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361

Last 12 months

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0 purchase rows · 1 sale rows

Disclosed non-derivative P/S rows, by transaction month. Includes amendments and private transactions.
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MonthPurchasesSales
Nov 202500
Dec 202500
Jan 202600
Feb 202600
Mar 202600
Apr 202600
May 202601
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Purchases/sales include open-market and private transactions. Plan disclosure applies to the filing; individual rows may differ. “Not disclosed” is not “unplanned.”

The cutoff filters transaction history only. Company summaries and owner relationships show the latest available disclosures. Parser corrections can improve historical records.

Transaction dateOwner / reported roleActivity / securityShares / unitsReported priceReported valueDetails
February 13, 2019 Filed Feb 15, 2019 21:28 UTC
EUDY JOHN DExecutive Vice President
ConversionCommon Stock 3,750 Not disclosed Not disclosed
Disclosure

SEC source: 0000920522-19-000004 · wf-form4_155026609395938.xml · nonDerivative · entry 1

EUDY JOHN D · CIK 0001198214 · Executive Vice President

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 14,205

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · shares: The reporting person exchanged 3,750 Operating Partnership limited partnership units ("OP Units") of Essex Portfolio, L.P. ("EPLP") into 3,750 shares of the issuer's common stock. EPLP's OP units are exchangeable for an equal number of shares of the issuer's common stock. EPLP's OP units have no expiration date.

F1 · price: The reporting person exchanged 3,750 Operating Partnership limited partnership units ("OP Units") of Essex Portfolio, L.P. ("EPLP") into 3,750 shares of the issuer's common stock. EPLP's OP units are exchangeable for an equal number of shares of the issuer's common stock. EPLP's OP units have no expiration date.

Read SEC document
February 08, 2019 Filed Feb 12, 2019 00:16 UTC Exercise / conversionStock Option (Right to Purchase) · Derivative 2,838 $0.00 Strike: $179.48 $0.00
Disclosure

SEC source: 0000920522-19-000002 · wf-form4_154993058459264.xml · derivative · entry 3

SCORDELIS BYRON A · CIK 0001189059 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 2,838 shares

Expires 2024-06-10

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

Read SEC document
February 08, 2019 Filed Feb 12, 2019 00:16 UTC SaleCommon Stock 2,324 $277.44 $644,770.56
Disclosure

SEC source: 0000920522-19-000002 · wf-form4_154993058459264.xml · nonDerivative · entry 2

SCORDELIS BYRON A · CIK 0001189059 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 2,500

Read SEC document
February 08, 2019 Filed Feb 12, 2019 00:16 UTC Exercise / conversionCommon Stock 2,838 $179.48 $509,364.24
Disclosure

SEC source: 0000920522-19-000002 · wf-form4_154993058459264.xml · nonDerivative · entry 1

SCORDELIS BYRON A · CIK 0001189059 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 4,824

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · price: Under the options terms, the maximum value that the reporting person could receive is $100 per share.

Read SEC document
December 21, 2018 Filed Dec 26, 2018 21:27 UTC
EUDY JOHN DExecutive Vice President
SaleCommon Stock 2,500 $258.58 $646,450.00
Disclosure

SEC source: 0000920522-18-000093 · wf-form4_154585966186494.xml · nonDerivative · entry 3

EUDY JOHN D · CIK 0001198214 · Executive Vice President

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 10,455

Read SEC document
December 20, 2018 Filed Dec 26, 2018 21:27 UTC
EUDY JOHN DExecutive Vice President
ConversionOperating Partnership Units · Derivative 5,000 Not disclosed Not disclosed
Disclosure

SEC source: 0000920522-18-000093 · wf-form4_154585966186494.xml · derivative · entry 4

EUDY JOHN D · CIK 0001198214 · Executive Vice President

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 29,658

Underlying: Common Stock · 5,000 shares

Expires not disclosed

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · derivative.exercise_price: The reporting person exchanged 5,000 Operating Partnership limited partnership units ("OP Units") of Essex Portfolio, L.P. ("EPLP") into 5,000 shares of the issuer's common stock. EPLP's OP units are exchangeable for an equal number of shares of the issuer's common stock. EPLP's OP units have no expiration date.

F1 · price: The reporting person exchanged 5,000 Operating Partnership limited partnership units ("OP Units") of Essex Portfolio, L.P. ("EPLP") into 5,000 shares of the issuer's common stock. EPLP's OP units are exchangeable for an equal number of shares of the issuer's common stock. EPLP's OP units have no expiration date.

F2 · derivative.exercise_date: EPLP's OP units were immediately exercisable upon issuance.

F1 · derivative.expiration_date: The reporting person exchanged 5,000 Operating Partnership limited partnership units ("OP Units") of Essex Portfolio, L.P. ("EPLP") into 5,000 shares of the issuer's common stock. EPLP's OP units are exchangeable for an equal number of shares of the issuer's common stock. EPLP's OP units have no expiration date.

Read SEC document
December 20, 2018 Filed Dec 26, 2018 21:27 UTC
EUDY JOHN DExecutive Vice President
SaleCommon Stock 2,500 $255.38 $638,450.00
Disclosure

SEC source: 0000920522-18-000093 · wf-form4_154585966186494.xml · nonDerivative · entry 2

EUDY JOHN D · CIK 0001198214 · Executive Vice President

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 12,955

Read SEC document
December 20, 2018 Filed Dec 26, 2018 21:27 UTC
EUDY JOHN DExecutive Vice President
ConversionCommon Stock 5,000 Not disclosed Not disclosed
Disclosure

SEC source: 0000920522-18-000093 · wf-form4_154585966186494.xml · nonDerivative · entry 1

EUDY JOHN D · CIK 0001198214 · Executive Vice President

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 15,455

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · shares: The reporting person exchanged 5,000 Operating Partnership limited partnership units ("OP Units") of Essex Portfolio, L.P. ("EPLP") into 5,000 shares of the issuer's common stock. EPLP's OP units are exchangeable for an equal number of shares of the issuer's common stock. EPLP's OP units have no expiration date.

F1 · price: The reporting person exchanged 5,000 Operating Partnership limited partnership units ("OP Units") of Essex Portfolio, L.P. ("EPLP") into 5,000 shares of the issuer's common stock. EPLP's OP units are exchangeable for an equal number of shares of the issuer's common stock. EPLP's OP units have no expiration date.

Read SEC document
December 19, 2018 Filed Dec 20, 2018 19:23 UTC
Burkart John F.Sr. Executive Vice President
Exercise / conversionStock Option (Right to Purchase) · Derivative 332 $0.00 Strike: $152.63 $0.00
Disclosure

SEC source: 0000920522-18-000088 · wf-form4_154533376855707.xml · derivative · entry 3

Burkart John F. · CIK 0001492460 · Sr. Executive Vice President

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 332 shares

Expires 2023-12-10

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F2 · derivative.exercise_date: Vested 20% on December 10, 2014 and 1/60th on each monthly anniversary thereafter.

Read SEC document
December 19, 2018 Filed Dec 20, 2018 19:23 UTC
Burkart John F.Sr. Executive Vice President
SaleCommon Stock 332 $255.51 $84,829.32
Disclosure

SEC source: 0000920522-18-000088 · wf-form4_154533376855707.xml · nonDerivative · entry 2

Burkart John F. · CIK 0001492460 · Sr. Executive Vice President

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 6,732

Read SEC document
December 19, 2018 Filed Dec 20, 2018 19:23 UTC
Burkart John F.Sr. Executive Vice President
Exercise / conversionCommon Stock 332 $152.63 $50,673.16
Disclosure

SEC source: 0000920522-18-000088 · wf-form4_154533376855707.xml · nonDerivative · entry 1

Burkart John F. · CIK 0001492460 · Sr. Executive Vice President

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 7,064

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · price: Under the options terms, the maximum value that the reporting person could receive is $100 per share. The value in excess of such amount, $2.88, was remitted to the Issuer by the reporting person in addition to the exercise price of $152.63.

Read SEC document
December 12, 2018 Filed Dec 21, 2018 18:49 UTC GiftCommon Stock 200 $258.12 $51,624.00
Disclosure

SEC source: 0000920522-18-000091 · wf-form4_154541814450310.xml · nonDerivative · entry 1

ROBINSON THOMAS E · CIK 0001227889 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 4,545

Read SEC document
December 11, 2018 Filed Dec 13, 2018 23:56 UTC
Kleiman Angela L.Executive Vice President & CFO
SaleCommon Stock 1,000 $264.65 $264,650.00
Disclosure

SEC source: 0000920522-18-000086 · wf-form4_154474535064341.xml · nonDerivative · entry 1

Kleiman Angela L. · CIK 0001654413 · Executive Vice President & CFO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 8,083

F1 · kind: The transactions reported in this Form 4 were made pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on August 31, 2018.

Read SEC document
December 10, 2018 Filed Dec 11, 2018 22:29 UTC
EUDY JOHN DExecutive Vice President
Exercise / conversionStock Option (Right to Purchase) · Derivative 166 $0.00 Strike: $152.63 $0.00
Disclosure

SEC source: 0000920522-18-000078 · wf-form4_154456733734478.xml · derivative · entry 3

EUDY JOHN D · CIK 0001198214 · Executive Vice President

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 166 shares

Expires 2023-12-10

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · kind: The transactions reported in this Form 4 were made pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on June 5, 2018.

F3 · derivative.exercise_date: Vested 20% on December 10, 2014 and 1/60th on each monthly anniversary thereafter.

Read SEC document
December 10, 2018 Filed Dec 11, 2018 22:29 UTC
EUDY JOHN DExecutive Vice President
SaleCommon Stock 166 $263.91 $43,809.06
Disclosure

SEC source: 0000920522-18-000078 · wf-form4_154456733734478.xml · nonDerivative · entry 2

EUDY JOHN D · CIK 0001198214 · Executive Vice President

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 10,455

F1 · kind: The transactions reported in this Form 4 were made pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on June 5, 2018.

Read SEC document
December 10, 2018 Filed Dec 11, 2018 22:29 UTC
EUDY JOHN DExecutive Vice President
Exercise / conversionCommon Stock 166 $152.63 $25,336.58
Disclosure

SEC source: 0000920522-18-000078 · wf-form4_154456733734478.xml · nonDerivative · entry 1

EUDY JOHN D · CIK 0001198214 · Executive Vice President

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 10,621

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · kind: The transactions reported in this Form 4 were made pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on June 5, 2018.

F2 · price: Under the options terms, the maximum value that the reporting person could receive is $100 per share. The value in excess of such amount, $11.28, was remitted to the Issuer by the reporting person in addition to the exercise price of $152.63.

Read SEC document
December 10, 2018 Filed Dec 12, 2018 17:41 UTC
Kleiman Angela L.Executive Vice President & CFO
Exercise / conversionStock Option (Right to Purchase) · Derivative 83 $0.00 Strike: $152.63 $0.00
Disclosure

SEC source: 0000920522-18-000084 · wf-form4_154463645255916.xml · derivative · entry 3

Kleiman Angela L. · CIK 0001654413 · Executive Vice President & CFO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 83 shares

Expires 2023-12-10

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · kind: The transactions reported in this Form 4 were made pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on August 31, 2018.

F3 · derivative.exercise_date: Vested 20% on December 10, 2014 and 1/60th on each monthly anniversary thereafter.

Read SEC document
December 10, 2018 Filed Dec 12, 2018 17:41 UTC
Kleiman Angela L.Executive Vice President & CFO
SaleCommon Stock 83 $263.91 $21,904.53
Disclosure

SEC source: 0000920522-18-000084 · wf-form4_154463645255916.xml · nonDerivative · entry 2

Kleiman Angela L. · CIK 0001654413 · Executive Vice President & CFO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 9,083

F1 · kind: The transactions reported in this Form 4 were made pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on August 31, 2018.

Read SEC document
December 10, 2018 Filed Dec 12, 2018 17:41 UTC
Kleiman Angela L.Executive Vice President & CFO
Exercise / conversionCommon Stock 83 $152.63 $12,668.29
Disclosure

SEC source: 0000920522-18-000084 · wf-form4_154463645255916.xml · nonDerivative · entry 1

Kleiman Angela L. · CIK 0001654413 · Executive Vice President & CFO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 9,166

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · kind: The transactions reported in this Form 4 were made pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on August 31, 2018.

F2 · price: Under the options terms, the maximum value that the reporting person could receive is $100 per share. The value in excess of such amount, $11.28, was remitted to the Issuer by the reporting person in addition to the exercise price of $152.63.

Read SEC document
December 10, 2018 Filed Dec 12, 2018 16:31 UTC
SCHALL MICHAEL JPresident and CEO
Exercise / conversionStock Option (Right to Purchase) · Derivative 331 $0.00 Strike: $152.63 $0.00
Disclosure

SEC source: 0000920522-18-000082 · wf-form4_154463228971649.xml · derivative · entry 4

SCHALL MICHAEL J · CIK 0001198212 · President and CEO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 655

Underlying: Common Stock · 331 shares

Expires 2023-12-10

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · kind: The transactions reported in this Form 4 were made pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on June 7, 2018.

F3 · derivative.exercise_date: Vested 20% on December 10, 2014 and 1/60th on each monthly anniversary thereafter.

Read SEC document
December 10, 2018 Filed Dec 12, 2018 16:31 UTC
SCHALL MICHAEL JPresident and CEO
SaleCommon Stock 331 $263.91 $87,354.21
Disclosure

SEC source: 0000920522-18-000082 · wf-form4_154463228971649.xml · nonDerivative · entry 2

SCHALL MICHAEL J · CIK 0001198212 · President and CEO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 46,164

F1 · kind: The transactions reported in this Form 4 were made pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on June 7, 2018.

Read SEC document
December 10, 2018 Filed Dec 12, 2018 16:31 UTC
SCHALL MICHAEL JPresident and CEO
Exercise / conversionCommon Stock 331 $152.63 $50,520.53
Disclosure

SEC source: 0000920522-18-000082 · wf-form4_154463228971649.xml · nonDerivative · entry 1

SCHALL MICHAEL J · CIK 0001198212 · President and CEO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 46,495

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · kind: The transactions reported in this Form 4 were made pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on June 7, 2018.

F2 · price: Under the options terms, the maximum value that the reporting person could receive is $100 per share. The value in excess of such amount, $11.28, was remitted to the Issuer by the reporting person in addition to the exercise price of $152.63.

Read SEC document
December 06, 2018 Filed Dec 10, 2018 23:03 UTC
Kleiman Angela L.Executive Vice President & CFO
GrantStock Option (Right to Purchase) · Derivative 14,694 $0.00 Strike: $265.68 $0.00
Disclosure

SEC source: 0000920522-18-000074 · wf-form4_154448301151500.xml · derivative · entry 1

Kleiman Angela L. · CIK 0001654413 · Executive Vice President & CFO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 14,694

Underlying: Common Stock · 14,694 shares

Expires 2028-12-06

F1 · security: 1/3 of these options vest on each anniversary starting on December 6, 2019 and ending on December 6, 2021. Stock options are subject to a $100 cap upon exercise.

Read SEC document
December 06, 2018 Filed Dec 10, 2018 22:58 UTC
Farias JohnSenior Vice President and CAO
GrantStock Option (Right to Purchase) · Derivative 4,169 $0.00 Strike: $265.68 $0.00
Disclosure

SEC source: 0000920522-18-000073 · wf-form4_154448267884751.xml · derivative · entry 1

Farias John · CIK 0001616175 · Senior Vice President and CAO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 4,169

Underlying: Common Stock · 4,169 shares

Expires 2028-12-06

F1 · security: 1/3 of these options vest on each anniversary starting on December 6, 2019 and ending on December 6, 2021. Stock options are subject to a $100 cap upon exercise.

Read SEC document
December 06, 2018 Filed Dec 10, 2018 22:52 UTC
SCHALL MICHAEL JPresident and CEO
GrantStock Option (Right to Purchase) · Derivative 31,264 $0.00 Strike: $265.68 $0.00
Disclosure

SEC source: 0000920522-18-000072 · wf-form4_154448231917542.xml · derivative · entry 1

SCHALL MICHAEL J · CIK 0001198212 · President and CEO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 31,264

Underlying: Common Stock · 31,264 shares

Expires 2028-12-06

F1 · security: 1/3 of these options vest on each anniversary starting on December 6, 2019 and ending on December 6, 2021. Stock options are subject to a $100 cap upon exercise.

Read SEC document
December 06, 2018 Filed Dec 10, 2018 22:46 UTC
Burkart John F.Sr. Executive Vice President
GrantStock Option (Right to Purchase) · Derivative 17,716 $0.00 Strike: $265.68 $0.00
Disclosure

SEC source: 0000920522-18-000071 · wf-form4_154448195106887.xml · derivative · entry 1

Burkart John F. · CIK 0001492460 · Sr. Executive Vice President

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 17,716

Underlying: Common Stock · 17,716 shares

Expires 2028-12-06

F1 · security: 1/3 of these options vest on each anniversary starting on December 6, 2019 and ending on December 6, 2021. Stock options are subject to a $100 cap upon exercise.

Read SEC document
December 05, 2018 Filed Dec 7, 2018 20:58 UTC
Burkart John F.Sr. Executive Vice President
GrantCommon Stock 803 $0.00 $0.00
Disclosure

SEC source: 0000920522-18-000069 · wf-form4_154421630183809.xml · nonDerivative · entry 1

Burkart John F. · CIK 0001492460 · Sr. Executive Vice President

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 6,732

F1 · shares: Represents restricted stock units earned on December 5, 2018 that vest 100% on December 31, 2018 and are subject to restrictions on transfer for the three-year period following the grant date of December 7, 2017. In accordance with applicable Form 4 reporting requirements, the foregoing excludes 1,874 eligible restricted stock units also granted on December 7, 2017, that may be earned subject to achievement of certain performance criteria based on the Issuer's relative total return to shareholders measured against an industry-specific index through December 7, 2020.

Read SEC document
December 05, 2018 Filed Dec 7, 2018 20:05 UTC
SCHALL MICHAEL JPresident and CEO
GrantCommon Stock 1,179 $0.00 $0.00
Disclosure

SEC source: 0000920522-18-000065 · wf-form4_154421309744488.xml · nonDerivative · entry 1

SCHALL MICHAEL J · CIK 0001198212 · President and CEO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 46,164

F1 · shares: Represents restricted stock units earned on December 5, 2018 that vest 100% on December 31, 2018 and are subject to restrictions on transfer for the three-year period following the grant date of December 7, 2017. In accordance with applicable Form 4 reporting requirements, the foregoing excludes 2,752 eligible restricted stock units also granted on December 7, 2017, that may be earned subject to achievement of certain performance criteria based on the Issuer's relative total return to shareholders measured against an industry-specific index through December 7, 2020.

Read SEC document
December 05, 2018 Filed Dec 7, 2018 20:19 UTC
Kleiman Angela L.Executive Vice President & CFO
GrantCommon Stock 684 $0.00 $0.00
Disclosure

SEC source: 0000920522-18-000066 · wf-form4_154421397868340.xml · nonDerivative · entry 1

Kleiman Angela L. · CIK 0001654413 · Executive Vice President & CFO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 9,083

F1 · shares: Represents restricted stock units earned on December 5, 2018 that vest 100% on December 31, 2018 and are subject to restrictions on transfer for the three-year period following the grant date of December 7, 2017. In accordance with applicable Form 4 reporting requirements, the foregoing excludes 1,595 eligible restricted stock units also granted on December 7, 2017, that may be earned subject to achievement of certain performance criteria based on the Issuer's relative total return to shareholders measured against an industry-specific index through December 7, 2020.

Read SEC document
December 05, 2018 Filed Dec 7, 2018 20:48 UTC
EUDY JOHN DExecutive Vice President
GrantCommon Stock 803 $0.00 $0.00
Disclosure

SEC source: 0000920522-18-000068 · wf-form4_154421568054141.xml · nonDerivative · entry 1

EUDY JOHN D · CIK 0001198214 · Executive Vice President

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 10,455

F1 · shares: Represents restricted stock units earned on December 5, 2018 that vest 100% on December 31, 2018 and are subject to restrictions on transfer for the three-year period following the grant date of December 7, 2017. In accordance with applicable Form 4 reporting requirements, the foregoing excludes 1,874 eligible restricted stock units also granted on December 7, 2017, that may be earned subject to achievement of certain performance criteria based on the Issuer's relative total return to shareholders measured against an industry-specific index through December 7, 2020.

Read SEC document
December 05, 2018 Filed Dec 7, 2018 20:26 UTC
Farias JohnSenior Vice President and CAO
GrantCommon Stock 154 $0.00 $0.00
Disclosure

SEC source: 0000920522-18-000067 · wf-form4_154421438374535.xml · nonDerivative · entry 1

Farias John · CIK 0001616175 · Senior Vice President and CAO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 889

F1 · shares: Represents restricted stock units earned on December 5, 2018 that vest 100% on December 31, 2018 and are subject to restrictions on transfer for the three-year period following the grant date of December 7, 2017. In accordance with applicable Form 4 reporting requirements, the foregoing excludes 359 eligible restricted stock units also granted on December 7, 2017, that may be earned subject to achievement of certain performance criteria based on the Issuer's relative total return to shareholders measured against an industry-specific index through December 7, 2020.

Read SEC document
December 05, 2018 Filed Dec 7, 2018 19:59 UTC
ZIMMERMAN CRAIG KExecutive Vice President
GrantCommon Stock 803 $0.00 $0.00
Disclosure

SEC source: 0000920522-18-000064 · wf-form4_154421277284223.xml · nonDerivative · entry 1

ZIMMERMAN CRAIG K · CIK 0001200100 · Executive Vice President

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 12,308

F1 · shares: Represents restricted stock units earned on December 5, 2018 that vest 100% on December 31, 2018 and are subject to restrictions on transfer for the three-year period following the grant date of December 7, 2017. In accordance with applicable Form 4 reporting requirements, the foregoing excludes 1,874 eligible restricted stock units also granted on December 7, 2017, that may be earned subject to achievement of certain performance criteria based on the Issuer's relative total return to shareholders measured against an industry-specific index through December 7, 2020.

Read SEC document
November 12, 2018 Filed Nov 13, 2018 18:57 UTC
EUDY JOHN DExecutive Vice President
Exercise / conversionStock Option (Right to Purchase) · Derivative 166 $0.00 Strike: $152.63 $0.00
Disclosure

SEC source: 0000920522-18-000062 · wf-form4_154213542010250.xml · derivative · entry 3

EUDY JOHN D · CIK 0001198214 · Executive Vice President

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 166 shares

Expires 2023-12-10

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · kind: The transactions reported on this Form 4 were made pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on June 5, 2018.

F3 · derivative.exercise_date: Vests 20% on December 10, 2014 and 1/60th on each monthly anniversary thereafter over four years.

Read SEC document
November 12, 2018 Filed Nov 13, 2018 18:57 UTC
EUDY JOHN DExecutive Vice President
SaleCommon Stock 166 $254.03 $42,168.98
Disclosure

SEC source: 0000920522-18-000062 · wf-form4_154213542010250.xml · nonDerivative · entry 2

EUDY JOHN D · CIK 0001198214 · Executive Vice President

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 9,652

F1 · kind: The transactions reported on this Form 4 were made pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on June 5, 2018.

Read SEC document
November 12, 2018 Filed Nov 13, 2018 18:57 UTC
EUDY JOHN DExecutive Vice President
Exercise / conversionCommon Stock 166 $152.63 $25,336.58
Disclosure

SEC source: 0000920522-18-000062 · wf-form4_154213542010250.xml · nonDerivative · entry 1

EUDY JOHN D · CIK 0001198214 · Executive Vice President

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 9,818

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · kind: The transactions reported on this Form 4 were made pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on June 5, 2018.

F2 · price: Under the options terms, the maximum value that the reporting person could receive is $100 per share. The value in excess of such amount, $1.40, was remitted to the Issuer by the reporting person in addition to the exercise price of $152.63.

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November 12, 2018 Filed Nov 13, 2018 18:53 UTC
Kleiman Angela L.Executive Vice President & CFO
Exercise / conversionStock Option (Right to Purchase) · Derivative 83 $0.00 Strike: $152.63 $0.00
Disclosure

SEC source: 0000920522-18-000061 · wf-form4_154213520356991.xml · derivative · entry 3

Kleiman Angela L. · CIK 0001654413 · Executive Vice President & CFO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 83 shares

Expires 2023-12-10

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · kind: The transactions reported in this Form 4 were made pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on August 31, 2018.

F3 · derivative.exercise_date: Vests 20% on December 10, 2014 and 1/60th on each monthly anniversary thereafter over four years.

Read SEC document
November 12, 2018 Filed Nov 13, 2018 18:53 UTC
Kleiman Angela L.Executive Vice President & CFO
SaleCommon Stock 83 $254.03 $21,084.49
Disclosure

SEC source: 0000920522-18-000061 · wf-form4_154213520356991.xml · nonDerivative · entry 2

Kleiman Angela L. · CIK 0001654413 · Executive Vice President & CFO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 8,399

F1 · kind: The transactions reported in this Form 4 were made pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on August 31, 2018.

Read SEC document
November 12, 2018 Filed Nov 13, 2018 18:53 UTC
Kleiman Angela L.Executive Vice President & CFO
Exercise / conversionCommon Stock 83 $152.63 $12,668.29
Disclosure

SEC source: 0000920522-18-000061 · wf-form4_154213520356991.xml · nonDerivative · entry 1

Kleiman Angela L. · CIK 0001654413 · Executive Vice President & CFO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 8,482

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · kind: The transactions reported in this Form 4 were made pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on August 31, 2018.

F2 · price: Under the options terms, the maximum value that the reporting person could receive is $100 per share. The value in excess of such amount, $1.40, was remitted to the Issuer by the reporting person in addition to the exercise price of $152.63.

Read SEC document
November 12, 2018 Filed Nov 13, 2018 18:48 UTC
SCHALL MICHAEL JPresident and CEO
Exercise / conversionStock Option (Right to Purchase) · Derivative 333 $0.00 Strike: $152.63 $0.00
Disclosure

SEC source: 0000920522-18-000060 · wf-form4_154213492180119.xml · derivative · entry 4

SCHALL MICHAEL J · CIK 0001198212 · President and CEO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 655

Underlying: Common Stock · 333 shares

Expires 2023-12-10

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · kind: The transactions reported on this Form 4 were made pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on June 7, 2018.

F3 · derivative.exercise_date: Vests 20% on December 10, 2014 and 1/60th on each monthly anniversary thereafter over four years.

Read SEC document
November 12, 2018 Filed Nov 13, 2018 18:48 UTC
SCHALL MICHAEL JPresident and CEO
SaleCommon Stock 333 $254.03 $84,591.99
Disclosure

SEC source: 0000920522-18-000060 · wf-form4_154213492180119.xml · nonDerivative · entry 2

SCHALL MICHAEL J · CIK 0001198212 · President and CEO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 44,985

F1 · kind: The transactions reported on this Form 4 were made pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on June 7, 2018.

Read SEC document
November 12, 2018 Filed Nov 13, 2018 18:48 UTC
SCHALL MICHAEL JPresident and CEO
Exercise / conversionCommon Stock 333 $152.63 $50,825.79
Disclosure

SEC source: 0000920522-18-000060 · wf-form4_154213492180119.xml · nonDerivative · entry 1

SCHALL MICHAEL J · CIK 0001198212 · President and CEO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 45,318

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · kind: The transactions reported on this Form 4 were made pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on June 7, 2018.

F2 · price: Under the options terms, the maximum value that the reporting person could receive is $100 per share. The value in excess of such amount, $1.40, was remitted to the Issuer by the reporting person in addition to the exercise price of $152.63.

Read SEC document
October 30, 2018 Filed Oct 31, 2018 18:59 UTC
Burkart John F.Sr. Executive Vice President
Exercise / conversionStock Option (Right to Purchase) · Derivative 834 $0.00 Strike: $152.63 $0.00
Disclosure

SEC source: 0000920522-18-000056 · wf-form4_154101238234046.xml · derivative · entry 3

Burkart John F. · CIK 0001492460 · Sr. Executive Vice President

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 834 shares

Expires 2023-12-10

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F2 · derivative.exercise_date: Vests 20% on December 10, 2014 and 1/60th on each monthly anniversary thereafter over four years.

Read SEC document
October 30, 2018 Filed Oct 31, 2018 18:59 UTC
Burkart John F.Sr. Executive Vice President
SaleCommon Stock 834 $256.11 $213,595.74
Disclosure

SEC source: 0000920522-18-000056 · wf-form4_154101238234046.xml · nonDerivative · entry 2

Burkart John F. · CIK 0001492460 · Sr. Executive Vice President

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 5,929

Read SEC document
October 30, 2018 Filed Oct 31, 2018 18:59 UTC
Burkart John F.Sr. Executive Vice President
Exercise / conversionCommon Stock 834 $152.63 $127,293.42
Disclosure

SEC source: 0000920522-18-000056 · wf-form4_154101238234046.xml · nonDerivative · entry 1

Burkart John F. · CIK 0001492460 · Sr. Executive Vice President

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 6,763

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · price: Under the options terms, the maximum value that the reporting person could receive is $100 per share. The value in excess of such amount, $3.48, was remitted to the Issuer by the reporting person in addition to the exercise price of $152.63.

Read SEC document
October 24, 2018 Filed Oct 25, 2018 17:38 UTC
EUDY JOHN DExecutive Vice President
Exercise / conversionStock Option (Right to Purchase) · Derivative 1,834 $0.00 Strike: $152.63 $0.00
Disclosure

SEC source: 0000920522-18-000051 · wf-form4_154048911286294.xml · derivative · entry 3

EUDY JOHN D · CIK 0001198214 · Executive Vice President

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 1,834 shares

Expires 2023-12-10

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · kind: The transactions reported on this Form 4 were made pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on June 5, 2018.

F3 · derivative.exercise_date: Vests 20% on December 10, 2014 and 1/60th on each monthly anniversary thereafter over four years.

Read SEC document
October 24, 2018 Filed Oct 25, 2018 17:38 UTC
EUDY JOHN DExecutive Vice President
SaleCommon Stock 1,834 $252.13 $462,406.42
Disclosure

SEC source: 0000920522-18-000051 · wf-form4_154048911286294.xml · nonDerivative · entry 2

EUDY JOHN D · CIK 0001198214 · Executive Vice President

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 9,652

F1 · kind: The transactions reported on this Form 4 were made pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on June 5, 2018.

Read SEC document
October 24, 2018 Filed Oct 25, 2018 17:38 UTC
EUDY JOHN DExecutive Vice President
Exercise / conversionCommon Stock 1,834 $152.63 $279,923.42
Disclosure

SEC source: 0000920522-18-000051 · wf-form4_154048911286294.xml · nonDerivative · entry 1

EUDY JOHN D · CIK 0001198214 · Executive Vice President

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 11,486

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · kind: The transactions reported on this Form 4 were made pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on June 5, 2018.

F2 · price: Under the options terms, the maximum value that the reporting person could receive is $100 per share.

Read SEC document
October 24, 2018 Filed Oct 25, 2018 17:46 UTC
SCHALL MICHAEL JPresident and CEO
Exercise / conversionStock Option (Right to Purchase) · Derivative 3,012 $0.00 Strike: $152.63 $0.00
Disclosure

SEC source: 0000920522-18-000053 · wf-form4_154048957025979.xml · derivative · entry 4

SCHALL MICHAEL J · CIK 0001198212 · President and CEO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 655

Underlying: Common Stock · 3,012 shares

Expires 2023-12-10

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · kind: The transactions reported on this Form 4 were made pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on June 7, 2018.

F3 · derivative.exercise_date: Vests 20% on December 10, 2014 and 1/60th on each monthly anniversary thereafter over four years.

Read SEC document
October 24, 2018 Filed Oct 25, 2018 17:46 UTC
SCHALL MICHAEL JPresident and CEO
SaleCommon Stock 3,012 $252.63 $760,921.56
Disclosure

SEC source: 0000920522-18-000053 · wf-form4_154048957025979.xml · nonDerivative · entry 2

SCHALL MICHAEL J · CIK 0001198212 · President and CEO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 44,985

F1 · kind: The transactions reported on this Form 4 were made pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on June 7, 2018.

Read SEC document
October 24, 2018 Filed Oct 25, 2018 17:46 UTC
SCHALL MICHAEL JPresident and CEO
Exercise / conversionCommon Stock 3,012 $152.63 $459,721.56
Disclosure

SEC source: 0000920522-18-000053 · wf-form4_154048957025979.xml · nonDerivative · entry 1

SCHALL MICHAEL J · CIK 0001198212 · President and CEO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 47,997

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · kind: The transactions reported on this Form 4 were made pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on June 7, 2018.

F2 · price: Under the options terms, the maximum value that the reporting person could receive is $100 per share.

Read SEC document

Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.