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ESSEX PROPERTY TRUST, INC.

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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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Dec 202500
Jan 202600
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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
June 12, 2017 Filed Jun 12, 2017 21:00 UTC
EUDY JOHN DExecutive Vice President
Exercise / conversionCommon Stock 167 $152.63 $25,489.21
Disclosure

SEC source: 0000920522-17-000054 · wf-form4_149730118589603.xml · nonDerivative · entry 1

EUDY JOHN D · CIK 0001198214 · Executive Vice President

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 8,597

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 March 2, 2017.

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, $10.37, was remitted to the Issuer by the reporting person in additionto the exercise price of $152.63.

Read SEC document
June 12, 2017 Filed Jun 12, 2017 20:58 UTC
ZIMMERMAN CRAIG KExecutive Vice President
Exercise / conversionStock Option (Right to Purchase) · Derivative 167 $0.00 Strike: $152.63 $0.00
Disclosure

SEC source: 0000920522-17-000053 · wf-form4_149730109152150.xml · derivative · entry 3

ZIMMERMAN CRAIG K · CIK 0001200100 · Executive Vice President

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 167 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 March 3, 2017.

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

Read SEC document
June 12, 2017 Filed Jun 12, 2017 20:58 UTC
ZIMMERMAN CRAIG KExecutive Vice President
SaleCommon Stock 167 $263.00 $43,921.00
Disclosure

SEC source: 0000920522-17-000053 · wf-form4_149730109152150.xml · nonDerivative · entry 2

ZIMMERMAN CRAIG K · CIK 0001200100 · Executive Vice President

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 10,283

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 March 3, 2017.

Read SEC document
June 12, 2017 Filed Jun 12, 2017 20:58 UTC
ZIMMERMAN CRAIG KExecutive Vice President
Exercise / conversionCommon Stock 167 $152.63 $25,489.21
Disclosure

SEC source: 0000920522-17-000053 · wf-form4_149730109152150.xml · nonDerivative · entry 1

ZIMMERMAN CRAIG K · CIK 0001200100 · Executive Vice President

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 10,450

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 March 3, 2017.

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, $10.37, was remitted to the Issuer by the reporting person in addition to the exercise price of $152.63.

Read SEC document
June 12, 2017 Filed Jun 12, 2017 20:56 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: 0000920522-17-000052 · wf-form4_149730098117521.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 March 2, 2017.

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

Read SEC document
June 12, 2017 Filed Jun 12, 2017 20:56 UTC
Kleiman Angela L.Executive Vice President & CFO
SaleCommon Stock 83 $263.00 $21,829.00
Disclosure

SEC source: 0000920522-17-000052 · wf-form4_149730098117521.xml · nonDerivative · entry 2

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 7,177

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 March 2, 2017.

Read SEC document
June 12, 2017 Filed Jun 12, 2017 20:56 UTC
Kleiman Angela L.Executive Vice President & CFO
Exercise / conversionCommon Stock 83 $152.63 $12,668.29
Disclosure

SEC source: 0000920522-17-000052 · wf-form4_149730098117521.xml · nonDerivative · entry 1

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 7,260

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 March 2, 2017.

F2 · price: Under the option terms, the maximum value that the reporting person could receive is $100 per share. The value in excess of such amount, $10.37, was remitted to the Issuer by the reporting person in addition to the exercise price of $152.63.

Read SEC document
May 22, 2017 Filed May 23, 2017 19:04 UTC Exercise / conversionStock Option (Right to Purchase) · Derivative 3,000 $0.00 Strike: $155.34 $0.00
Disclosure

SEC source: 0000920522-17-000050 · wf-form4_149556624418883.xml · derivative · entry 3

Sears Janice L. · CIK 0001521276 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 3,000 shares

Expires 2022-05-15

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
May 22, 2017 Filed May 23, 2017 19:04 UTC SaleCommon Stock 3,000 $253.92 $761,760.00
Disclosure

SEC source: 0000920522-17-000050 · wf-form4_149556624418883.xml · nonDerivative · entry 2

Sears Janice L. · CIK 0001521276 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 698

Read SEC document
May 22, 2017 Filed May 23, 2017 19:04 UTC Exercise / conversionCommon Stock 3,000 $155.34 $466,020.00
Disclosure

SEC source: 0000920522-17-000050 · wf-form4_149556624418883.xml · nonDerivative · entry 1

Sears Janice L. · CIK 0001521276 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 3,698

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
May 19, 2017 Filed May 22, 2017 18:38 UTC
Burkart John F.Sr. Executive Vice President
Exercise / conversionStock Option (Right to Purchase) · Derivative 167 $0.00 Strike: $152.63 $0.00
Disclosure

SEC source: 0000920522-17-000048 · wf-form4_149547826949481.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 · 0 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
May 19, 2017 Filed May 22, 2017 18:38 UTC
Burkart John F.Sr. Executive Vice President
SaleCommon Stock 167 $254.75 $42,543.25
Disclosure

SEC source: 0000920522-17-000048 · wf-form4_149547826949481.xml · nonDerivative · entry 2

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 4,485

Read SEC document
May 19, 2017 Filed May 22, 2017 18:38 UTC
Burkart John F.Sr. Executive Vice President
Exercise / conversionCommon Stock 167 $152.63 $25,489.21
Disclosure

SEC source: 0000920522-17-000048 · wf-form4_149547826949481.xml · nonDerivative · entry 1

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 4,652

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, $2.12, was remitted to the Issuer by the reporting person in addition to the exercise price of $152.63.

Read SEC document
May 18, 2017 Filed May 19, 2017 18:29 UTC Exercise / conversionStock Option (Right to Purchase) · Derivative 1,528 $0.00 Strike: $170.30 $0.00
Disclosure

SEC source: 0000920522-17-000046 · wf-form4_149521856722280.xml · derivative · entry 3

LYONS IRVING F III · CIK 0001202433 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 1,528 shares

Expires 2017-05-31

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
May 18, 2017 Filed May 19, 2017 18:29 UTC SaleCommon Stock 1,024 $254.22 $260,321.28
Disclosure

SEC source: 0000920522-17-000046 · wf-form4_149521856722280.xml · nonDerivative · entry 2

LYONS IRVING F III · CIK 0001202433 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 7,830

Read SEC document
May 18, 2017 Filed May 19, 2017 18:29 UTC Exercise / conversionCommon Stock 1,528 $170.30 $260,218.40
Disclosure

SEC source: 0000920522-17-000046 · wf-form4_149521856722280.xml · nonDerivative · entry 1

LYONS IRVING F III · CIK 0001202433 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 8,854

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
May 16, 2017 Filed May 18, 2017 17:53 UTC GrantCommon Stock 236 $0.00 $0.00
Disclosure

SEC source: 0000920522-17-000039 · wf-form4_149512998541376.xml · nonDerivative · entry 1

SCORDELIS BYRON A · CIK 0001189059 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 1,986

F1 · shares: Represents restricted stock units that are fully vested as of the grant date and are subject to restrictions on transfer for the one-year period following the date of grant.

Read SEC document
May 16, 2017 Filed May 18, 2017 18:16 UTC GrantStock Option (Right to Purchase) · Derivative 2,412 $0.00 Strike: $254.33 $0.00
Disclosure

SEC source: 0000920522-17-000044 · wf-form4_149513138658924.xml · derivative · entry 1

LYONS IRVING F III · CIK 0001202433 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 2,412

Underlying: Common Stock · 2,412 shares

Expires 2027-05-16

F1 · security: Stock options awards are fully vested as of the grant date; provided, however, that shares issued pursuant to the exercise of the stock options are subject to restrictions on transfer for the one-year period following the date of the grant, and are subject to a $100 cap upon exercise.

Read SEC document
May 16, 2017 Filed May 18, 2017 18:12 UTC GrantStock Option (Right to Purchase) · Derivative 2,412 $0.00 Strike: $254.33 $0.00
Disclosure

SEC source: 0000920522-17-000043 · wf-form4_149513114333396.xml · derivative · entry 1

ROBINSON THOMAS E · CIK 0001227889 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 2,412

Underlying: Common Stock · 2,412 shares

Expires 2027-05-16

F1 · security: Stock options awards are fully vested as of the grant date; provided, however, that shares issued pursuant to the exercise of the stock options are subject to restrictions on transfer for the one-year period following the date of the grant, and are subject to a $100 cap upon exercise.

Read SEC document
May 16, 2017 Filed May 18, 2017 18:07 UTC GrantStock Option (Right to Purchase) · Derivative 2,412 $0.00 Strike: $254.33 $0.00
Disclosure

SEC source: 0000920522-17-000042 · wf-form4_149513085152716.xml · derivative · entry 1

Sears Janice L. · CIK 0001521276 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 2,412

Underlying: Common Stock · 2,412 shares

Expires 2027-05-16

F1 · security: Stock options awards are fully vested as of the grant date; provided, however, that shares issued pursuant to the exercise of the stock options are subject to restrictions on transfer for the one-year period following the date of the grant, and are subject to a $100 cap upon exercise.

Read SEC document
May 16, 2017 Filed May 18, 2017 18:03 UTC GrantCommon Stock 236 $0.00 $0.00
Disclosure

SEC source: 0000920522-17-000041 · wf-form4_149513056214576.xml · nonDerivative · entry 1

RABINOVITCH ISSIE N · CIK 0001194691 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 26,891

F1 · shares: Represents restricted stock units that are fully vested as of the grant date and are subject to restrictions on transfer for the one-year period following the date of grant.

Read SEC document
May 16, 2017 Filed May 18, 2017 17:58 UTC GrantCommon Stock 669 $0.00 $0.00
Disclosure

SEC source: 0000920522-17-000040 · wf-form4_149513027341429.xml · nonDerivative · entry 1

MARCUS GEORGE M · CIK 0000939706 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 131,198

F1 · shares: Represents restricted stock units that are fully vested as of the grant date and are subject to restrictions on transfer for the one-year period following the date of grant.

Read SEC document
May 16, 2017 Filed May 18, 2017 17:44 UTC GrantCommon Stock 236 $0.00 $0.00
Disclosure

SEC source: 0000920522-17-000037 · wf-form4_149512946525087.xml · nonDerivative · entry 1

MARTIN GARY P · CIK 0001194670 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 5,236

F1 · shares: Represents restricted stock units that are fully vested as of the grant date and are subject to restrictions on transfer for the one-year period following the date of grant.

Read SEC document
May 12, 2017 Filed May 12, 2017 20:47 UTC
ZIMMERMAN CRAIG KExecutive Vice President
Exercise / conversionStock Option (Right to Purchase) · Derivative 6,834 $0.00 Strike: $152.63 $0.00
Disclosure

SEC source: 0000920522-17-000035 · wf-form4_149462201857097.xml · derivative · entry 3

ZIMMERMAN CRAIG K · CIK 0001200100 · Executive Vice President

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 6,834 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 in this Form 4 were made pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on March 3, 2017.

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

Read SEC document
May 12, 2017 Filed May 12, 2017 20:47 UTC
ZIMMERMAN CRAIG KExecutive Vice President
SaleCommon Stock 6,834 $252.63 $1,726,473.42
Disclosure

SEC source: 0000920522-17-000035 · wf-form4_149462201857097.xml · nonDerivative · entry 2

ZIMMERMAN CRAIG K · CIK 0001200100 · Executive Vice President

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 10,283

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 March 3, 2017.

Read SEC document
May 12, 2017 Filed May 12, 2017 20:47 UTC
ZIMMERMAN CRAIG KExecutive Vice President
Exercise / conversionCommon Stock 6,834 $152.63 $1,043,073.42
Disclosure

SEC source: 0000920522-17-000035 · wf-form4_149462201857097.xml · nonDerivative · entry 1

ZIMMERMAN CRAIG K · CIK 0001200100 · Executive Vice President

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 17,117

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 March 3, 2017.

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

Read SEC document
May 12, 2017 Filed May 12, 2017 20:45 UTC
SCHALL MICHAEL JPresident and CEO
Exercise / conversionStock Option (Right to Purchase) · Derivative 13,668 $0.00 Strike: $152.63 $0.00
Disclosure

SEC source: 0000920522-17-000033 · wf-form4_149462189217871.xml · derivative · entry 4

SCHALL MICHAEL J · CIK 0001198212 · President and CEO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 13,668 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 May 12, 2016.

F4 · derivative.exercise_date: Vests 20% on December 10, 2014 and 1/60th on each monthly anniversary thereafter over four years.

Read SEC document
May 12, 2017 Filed May 12, 2017 20:45 UTC
SCHALL MICHAEL JPresident and CEO
SaleCommon Stock 13,668 $252.63 $3,452,946.84
Disclosure

SEC source: 0000920522-17-000033 · wf-form4_149462189217871.xml · nonDerivative · entry 2

SCHALL MICHAEL J · CIK 0001198212 · President and CEO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 44,763

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 May 12, 2016.

Read SEC document
May 12, 2017 Filed May 12, 2017 20:45 UTC
SCHALL MICHAEL JPresident and CEO
Exercise / conversionCommon Stock 13,668 $152.63 $2,086,146.84
Disclosure

SEC source: 0000920522-17-000033 · wf-form4_149462189217871.xml · nonDerivative · entry 1

SCHALL MICHAEL J · CIK 0001198212 · President and CEO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 58,431

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 May 12, 2016.

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

Read SEC document
May 11, 2017 Filed May 12, 2017 16:52 UTC
EUDY JOHN DExecutive Vice President
Exercise / conversionStock Option (Right to Purchase) · Derivative 4,301 $0.00 Strike: $152.63 $0.00
Disclosure

SEC source: 0000920522-17-000031 · wf-form4_149460795754683.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 · 4,301 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 March 2, 2017.

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

Read SEC document
May 11, 2017 Filed May 12, 2017 16:52 UTC
EUDY JOHN DExecutive Vice President
SaleCommon Stock 4,301 $252.40 $1,085,572.40
Disclosure

SEC source: 0000920522-17-000031 · wf-form4_149460795754683.xml · nonDerivative · entry 2

EUDY JOHN D · CIK 0001198214 · Executive Vice President

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 8,430

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 March 2, 2017.

Read SEC document
May 11, 2017 Filed May 12, 2017 16:52 UTC
EUDY JOHN DExecutive Vice President
Exercise / conversionCommon Stock 4,301 $152.63 $656,461.63
Disclosure

SEC source: 0000920522-17-000031 · wf-form4_149460795754683.xml · nonDerivative · entry 1

EUDY JOHN D · CIK 0001198214 · Executive Vice President

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 12,731

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 March 2, 2017.

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

Read SEC document
May 10, 2017 Filed May 12, 2017 16:46 UTC
Kleiman Angela L.Executive Vice President & CFO
Exercise / conversionStock Option (Right to Purchase) · Derivative 3,417 $0.00 Strike: $152.63 $0.00
Disclosure

SEC source: 0000920522-17-000029 · wf-form4_149460755052604.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 · 3,417 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 March 2, 2017.

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

Read SEC document
May 10, 2017 Filed May 12, 2017 16:46 UTC
Kleiman Angela L.Executive Vice President & CFO
SaleCommon Stock 3,417 $252.35 $862,279.95
Disclosure

SEC source: 0000920522-17-000029 · wf-form4_149460755052604.xml · nonDerivative · entry 2

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 7,177

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 March 2, 2017.

Read SEC document
May 10, 2017 Filed May 12, 2017 16:46 UTC
Kleiman Angela L.Executive Vice President & CFO
Exercise / conversionCommon Stock 3,417 $152.63 $521,536.71
Disclosure

SEC source: 0000920522-17-000029 · wf-form4_149460755052604.xml · nonDerivative · entry 1

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 10,594

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 March 2, 2017.

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

Read SEC document
May 08, 2017 Filed May 10, 2017 17:08 UTC
Burkart John F.Sr. Executive Vice President
Exercise / conversionStock Option (Right to Purchase) · Derivative 6,667 $0.00 Strike: $152.63 $0.00
Disclosure

SEC source: 0000920522-17-000027 · wf-form4_149443607270906.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 · 6,667 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
May 08, 2017 Filed May 10, 2017 17:08 UTC
Burkart John F.Sr. Executive Vice President
SaleCommon Stock 6,667 $248.71 $1,658,149.57
Disclosure

SEC source: 0000920522-17-000027 · wf-form4_149443607270906.xml · nonDerivative · entry 2

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 4,485

Read SEC document
May 08, 2017 Filed May 10, 2017 17:08 UTC
Burkart John F.Sr. Executive Vice President
Exercise / conversionCommon Stock 6,667 $152.63 $1,017,584.21
Disclosure

SEC source: 0000920522-17-000027 · wf-form4_149443607270906.xml · nonDerivative · entry 1

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 11,152

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.

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April 04, 2017 Filed Apr 4, 2017 19:52 UTC
ZIMMERMAN CRAIG KExecutive Vice President
Exercise / conversionStock Option (Right to Purchase) · Derivative 7,957 $0.00 Strike: $132.03 $0.00
Disclosure

SEC source: 0000920522-17-000022 · wf-form4_149133551499661.xml · derivative · entry 6

ZIMMERMAN CRAIG K · CIK 0001200100 · Executive Vice President

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 1,514

Underlying: Common Stock · 7,957 shares

Expires 2021-12-06

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 March 3, 2017.

F3 · derivative.exercise_date: Vested 10% on December 6, 2011, and 20% on each annual anniversary thereafter.

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April 04, 2017 Filed Apr 4, 2017 19:52 UTC
ZIMMERMAN CRAIG KExecutive Vice President
SaleCommon Stock 7,957 $232.03 $1,846,262.71
Disclosure

SEC source: 0000920522-17-000022 · wf-form4_149133551499661.xml · nonDerivative · entry 4

ZIMMERMAN CRAIG K · CIK 0001200100 · Executive Vice President

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 10,283

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 March 3, 2017.

Read SEC document
April 04, 2017 Filed Apr 4, 2017 19:52 UTC
ZIMMERMAN CRAIG KExecutive Vice President
Exercise / conversionCommon Stock 7,957 $132.03 $1,050,562.71
Disclosure

SEC source: 0000920522-17-000022 · wf-form4_149133551499661.xml · nonDerivative · entry 3

ZIMMERMAN CRAIG K · CIK 0001200100 · Executive Vice President

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 18,240

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 March 3, 2017.

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

Read SEC document
April 03, 2017 Filed Apr 4, 2017 19:52 UTC
ZIMMERMAN CRAIG KExecutive Vice President
Exercise / conversionStock Option (Right to Purchase) · Derivative 1 $0.00 Strike: $132.03 $0.00
Disclosure

SEC source: 0000920522-17-000022 · wf-form4_149133551499661.xml · derivative · entry 5

ZIMMERMAN CRAIG K · CIK 0001200100 · Executive Vice President

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 9,471

Underlying: Common Stock · 1 shares

Expires 2021-12-06

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 March 3, 2017.

F3 · derivative.exercise_date: Vested 10% on December 6, 2011, and 20% on each annual anniversary thereafter.

Read SEC document
April 03, 2017 Filed Apr 4, 2017 19:52 UTC
ZIMMERMAN CRAIG KExecutive Vice President
SaleCommon Stock 1 $232.03 $232.03
Disclosure

SEC source: 0000920522-17-000022 · wf-form4_149133551499661.xml · nonDerivative · entry 2

ZIMMERMAN CRAIG K · CIK 0001200100 · Executive Vice President

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 10,283

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 March 3, 2017.

Read SEC document
April 03, 2017 Filed Apr 4, 2017 19:52 UTC
ZIMMERMAN CRAIG KExecutive Vice President
Exercise / conversionCommon Stock 1 $132.03 $132.03
Disclosure

SEC source: 0000920522-17-000022 · wf-form4_149133551499661.xml · nonDerivative · entry 1

ZIMMERMAN CRAIG K · CIK 0001200100 · Executive Vice President

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 10,284

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 March 3, 2017.

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

Read SEC document
March 31, 2017 Filed Apr 3, 2017 18:39 UTC
SCHALL MICHAEL JPresident and CEO
Exercise / conversionStock Option (Right to Purchase) · Derivative 2,458 $0.00 Strike: $132.03 $0.00
Disclosure

SEC source: 0000920522-17-000020 · wf-form4_149124472726433.xml · derivative · entry 6

SCHALL MICHAEL J · CIK 0001198212 · President and CEO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 4,542

Underlying: Common Stock · 2,458 shares

Expires 2021-12-06

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 May 12, 2016.

F5 · derivative.exercise_date: Vested 10% on December 6, 2011, and 20% on each annual anniversary thereafter.

Read SEC document
March 31, 2017 Filed Apr 3, 2017 18:39 UTC
SCHALL MICHAEL JPresident and CEO
Exercise / conversionStock Option (Right to Purchase) · Derivative 15,000 $0.00 Strike: $143.03 $0.00
Disclosure

SEC source: 0000920522-17-000020 · wf-form4_149124472726433.xml · derivative · entry 5

SCHALL MICHAEL J · CIK 0001198212 · President and CEO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 5,500

Underlying: Common Stock · 15,000 shares

Expires 2019-12-11

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 May 12, 2016.

F4 · derivative.exercise_date: Vested 10% on December 11, 2012, and 20% on each annual anniversary thereafter.

Read SEC document
March 31, 2017 Filed Apr 3, 2017 18:39 UTC
SCHALL MICHAEL JPresident and CEO
SaleCommon Stock 2,458 $232.03 $570,329.74
Disclosure

SEC source: 0000920522-17-000020 · wf-form4_149124472726433.xml · nonDerivative · entry 4

SCHALL MICHAEL J · CIK 0001198212 · President and CEO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 44,763

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 May 12, 2016.

Read SEC document
March 31, 2017 Filed Apr 3, 2017 18:39 UTC
SCHALL MICHAEL JPresident and CEO
SaleCommon Stock 15,000 $232.01 $3,480,150.00
Disclosure

SEC source: 0000920522-17-000020 · wf-form4_149124472726433.xml · nonDerivative · entry 3

SCHALL MICHAEL J · CIK 0001198212 · President and CEO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 47,221

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 May 12, 2016.

Read SEC document
March 31, 2017 Filed Apr 3, 2017 18:39 UTC
SCHALL MICHAEL JPresident and CEO
Exercise / conversionCommon Stock 2,458 $132.03 $324,529.74
Disclosure

SEC source: 0000920522-17-000020 · wf-form4_149124472726433.xml · nonDerivative · entry 2

SCHALL MICHAEL J · CIK 0001198212 · President and CEO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 62,221

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 May 12, 2016.

F3 · price: Under the options terms, the maximum value that the reporting person could receive is $100 per share.

Read SEC document
March 31, 2017 Filed Apr 3, 2017 18:39 UTC
SCHALL MICHAEL JPresident and CEO
Exercise / conversionCommon Stock 15,000 $143.03 $2,145,450.00
Disclosure

SEC source: 0000920522-17-000020 · wf-form4_149124472726433.xml · nonDerivative · entry 1

SCHALL MICHAEL J · CIK 0001198212 · President and CEO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 59,763

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 · kind: The transactions reported in this Form 4 were made pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on May 12, 2016.

F2 · price: Under the options terms, the maximum value that the reporting person could receive is $75 per share. The value in excess of such amount, $13.98, was remitted to the Issuer by the reporting person in addition to the exercise price of $143.03.

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.