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ESS

ESSEX PROPERTY TRUST, INC.

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3275
SEC CIK
0000920522
Parsed reports
361

Last 12 months

Inside the activity.

0 purchase rows · 1 sale rows

Disclosed non-derivative P/S rows, by transaction month. Includes amendments and private transactions.
Monthly counts
MonthPurchasesSales
Nov 202500
Dec 202500
Jan 202600
Feb 202600
Mar 202600
Apr 202600
May 202601
Jun 202600
Jul 202600
Aug 202600
Sep 202600
Oct 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
March 03, 2025 Filed Mar 5, 2025 22:49 UTC SaleCommon Stock 7,298 $315.00 $2,298,870.00
Disclosure

SEC source: 0000920522-25-000031 · wk-form4_1741214953.xml · nonDerivative · entry 2

GUERICKE KEITH R · CIK 0001198329 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 16,118

F2 · price: Represents the weighted average sale price for the number of shares sold. The actual sales prices range between $315.00 and $315.10. Detailed information on the exact number of shares sold at each sale price can be obtained from the issuer upon request.

Read SEC document
March 03, 2025 Filed Mar 5, 2025 22:49 UTC Exercise / conversionCommon Stock 7,298 $216.31 $1,578,630.38
Disclosure

SEC source: 0000920522-25-000031 · wk-form4_1741214953.xml · nonDerivative · entry 1

GUERICKE KEITH R · CIK 0001198329 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 23,416

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 terms of the stock options, the maximum value that the reporting person could receive is $100 per share.

Read SEC document
March 03, 2025 Filed Mar 5, 2025 22:48 UTC
Morrison AnneEVP, CAO & General Counsel
Exercise / conversionStock Option (Right to Purchase) · Derivative 2,571 $0.00 Strike: $214.79 $0.00
Disclosure

SEC source: 0000920522-25-000030 · wk-form4_1741214929.xml · derivative · entry 3

Morrison Anne · CIK 0001957373 · EVP, CAO & General Counsel

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 2,571

Underlying: Common Stock · 2,571 shares

Expires 2031-12-08

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 report in this Form 4 were made pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person.

F3 · derivative.exercise_date: 1/3 of these stock options vested on December 9, 2023 and 1/3 on each anniversary thereafter ending on December 9, 2025.

Read SEC document
March 03, 2025 Filed Mar 5, 2025 22:48 UTC
Morrison AnneEVP, CAO & General Counsel
SaleCommon Stock 2,571 $314.79 $809,325.09
Disclosure

SEC source: 0000920522-25-000030 · wk-form4_1741214929.xml · nonDerivative · entry 2

Morrison Anne · CIK 0001957373 · EVP, CAO & General Counsel

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 3,389

F1 · kind: The transactions report in this Form 4 were made pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person.

Read SEC document
March 03, 2025 Filed Mar 5, 2025 22:48 UTC
Morrison AnneEVP, CAO & General Counsel
Exercise / conversionCommon Stock 2,571 $214.79 $552,225.09
Disclosure

SEC source: 0000920522-25-000030 · wk-form4_1741214929.xml · nonDerivative · entry 1

Morrison Anne · CIK 0001957373 · EVP, CAO & General Counsel

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 5,960

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 report in this Form 4 were made pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person.

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

Read SEC document
March 03, 2025 Filed Mar 5, 2025 22:48 UTC
Pak BarbaraExecutive Vice President & CFO
Exercise / conversionStock Option (Right to Purchase) · Derivative 6,318 $0.00 Strike: $214.79 $0.00
Disclosure

SEC source: 0000920522-25-000029 · wk-form4_1741214899.xml · derivative · entry 3

Pak Barbara · CIK 0001838424 · Executive Vice President & CFO

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 3,158

Underlying: Common Stock · 6,318 shares

Expires 2031-12-08

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 report in this Form 4 were made pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person.

F3 · derivative.exercise_date: 1/3 of these stock options vested on December 9, 2023 and 1/3 on each anniversary thereafter ending on December 9, 2025.

Read SEC document
March 03, 2025 Filed Mar 5, 2025 22:48 UTC
Pak BarbaraExecutive Vice President & CFO
SaleCommon Stock 6,318 $314.79 $1,988,843.22
Disclosure

SEC source: 0000920522-25-000029 · wk-form4_1741214899.xml · nonDerivative · entry 2

Pak Barbara · CIK 0001838424 · Executive Vice President & CFO

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 8,654

F1 · kind: The transactions report in this Form 4 were made pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person.

Read SEC document
March 03, 2025 Filed Mar 5, 2025 22:48 UTC
Pak BarbaraExecutive Vice President & CFO
Exercise / conversionCommon Stock 6,318 $214.79 $1,357,043.22
Disclosure

SEC source: 0000920522-25-000029 · wk-form4_1741214899.xml · nonDerivative · entry 1

Pak Barbara · CIK 0001838424 · Executive Vice President & CFO

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 14,972

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 report in this Form 4 were made pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person.

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

Read SEC document
February 18, 2025 Filed Feb 20, 2025 21:17 UTC
Morrison AnneEVP, CAO & General Counsel
GrantCommon Stock 645 $0.00 $0.00
Disclosure

SEC source: 0000920522-25-000021 · wk-form4_1740086219.xml · nonDerivative · entry 1

Morrison Anne · CIK 0001957373 · EVP, CAO & General Counsel

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 3,389

F1 · shares: Represents restricted stock units that will vest 1/3 on each grant date anniversary starting on February 18, 2026 and ending on February 18, 2028.

Read SEC document
February 18, 2025 Filed Feb 20, 2025 21:16 UTC
Kleiman Angela L.President and CEO
GrantCommon Stock 2,838 $0.00 $0.00
Disclosure

SEC source: 0000920522-25-000020 · wk-form4_1740086193.xml · nonDerivative · entry 1

Kleiman Angela L. · CIK 0001654413 · President and CEO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 13,662

F1 · shares: Represents restricted stock units that will vest 1/3 on each grant date anniversary starting on February 18, 2026 and ending on February 18, 2028.

Read SEC document
February 18, 2025 Filed Feb 20, 2025 21:16 UTC
Pak BarbaraExecutive Vice President & CFO
GrantCommon Stock 1,213 $0.00 $0.00
Disclosure

SEC source: 0000920522-25-000019 · wk-form4_1740086171.xml · nonDerivative · entry 1

Pak Barbara · CIK 0001838424 · Executive Vice President & CFO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 8,654

F1 · shares: Represents restricted stock units that will vest 1/3 on each grant date anniversary starting on February 18, 2026 and ending on February 18, 2028.

Read SEC document
February 18, 2025 Filed Feb 20, 2025 21:15 UTC
Burns RylanEVP & Chief Investment Officer
GrantCommon Stock 645 $0.00 $0.00
Disclosure

SEC source: 0000920522-25-000018 · wk-form4_1740086144.xml · nonDerivative · entry 1

Burns Rylan · CIK 0002003558 · EVP & Chief Investment Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 2,611

F1 · shares: Represents restricted stock units that will vest 1/3 on each grant date anniversary starting on February 18, 2026 and ending on February 18, 2028.

Read SEC document
February 18, 2025 Filed Feb 20, 2025 21:15 UTC
McGreevy BrennanGVP and CAO
GrantCommon Stock 171 $0.00 $0.00
Disclosure

SEC source: 0000920522-25-000017 · wk-form4_1740086109.xml · nonDerivative · entry 1

McGreevy Brennan · CIK 0002035593 · GVP and CAO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 827

F1 · shares: Represents restricted stock units that will vest 1/3 on each grant date anniversary starting on February 18, 2026 and ending on February 18, 2028.

Read SEC document
February 07, 2025 Filed Feb 11, 2025 22:40 UTC
McGreevy BrennanGVP and CAO
Tax withholdingCommon Stock 60 $292.14 $17,528.40
Disclosure

SEC source: 0000920522-25-000010 · wk-form4_1739313618.xml · nonDerivative · entry 1

McGreevy Brennan · CIK 0002035593 · GVP and CAO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 656

F1 · shares: Represents the number of shares of common stock withheld by the Company to satisfy tax withholding requirements in connection with the release of restricted stock units that were granted on February 8, 2024.

Read SEC document
February 07, 2025 Filed Feb 11, 2025 22:39 UTC
Burns RylanEVP & Chief Investment Officer
Tax withholdingCommon Stock 80 $292.14 $23,371.20
Disclosure

SEC source: 0000920522-25-000009 · wk-form4_1739313588.xml · nonDerivative · entry 1

Burns Rylan · CIK 0002003558 · EVP & Chief Investment Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 1,966

F1 · shares: Represents the number of shares of common stock withheld by the Company to satisfy tax withholding requirements in connection with the release of restricted stock units that were granted on February 8, 2024.

Read SEC document
February 07, 2025 Filed Feb 11, 2025 22:39 UTC
Morrison AnneEVP, CAO & General Counsel
Tax withholdingCommon Stock 81 $292.14 $23,663.34
Disclosure

SEC source: 0000920522-25-000008 · wk-form4_1739313553.xml · nonDerivative · entry 1

Morrison Anne · CIK 0001957373 · EVP, CAO & General Counsel

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 2,744

F1 · shares: Represents the number of shares of common stock withheld by the Company to satisfy tax withholding requirements in connection with the release of restricted stock units that were granted on February 8, 2024.

Read SEC document
February 07, 2025 Filed Feb 11, 2025 22:38 UTC
Kleiman Angela L.President and CEO
Tax withholdingCommon Stock 471 $292.14 $137,597.94
Disclosure

SEC source: 0000920522-25-000006 · wk-form4_1739313486.xml · nonDerivative · entry 1

Kleiman Angela L. · CIK 0001654413 · President and CEO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 10,824

F1 · shares: Represents the number of shares of common stock withheld by the Company to satisfy tax withholding requirements in connection with the release of restricted stock units that were granted on February 8, 2024.

Read SEC document
February 07, 2025 Filed Feb 11, 2025 22:38 UTC
Pak BarbaraExecutive Vice President & CFO
Tax withholdingCommon Stock 212 $292.14 $61,933.68
Disclosure

SEC source: 0000920522-25-000007 · wk-form4_1739313522.xml · nonDerivative · entry 1

Pak Barbara · CIK 0001838424 · Executive Vice President & CFO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 7,441

F1 · shares: Represents the number of shares of common stock withheld by the Company to satisfy tax withholding requirements in connection with the release of restricted stock units that were granted on February 8, 2024.

Read SEC document
December 11, 2024 Filed Dec 12, 2024 22:49 UTC
Kleiman Angela L.President and CEO
Tax withholdingCommon Stock 1,855 $298.04 $552,864.20
Disclosure

SEC source: 0000920522-24-000106 · wk-form4_1734043771.xml · nonDerivative · entry 2

Kleiman Angela L. · CIK 0001654413 · President and CEO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 11,295

F2 · shares: Represents the number of shares of common stock withheld by the Company to satisfy tax withholding requirements in connection with the release of restricted stock units that were granted on November 30, 2021.

Read SEC document
December 11, 2024 Filed Dec 12, 2024 22:49 UTC
Pak BarbaraExecutive Vice President & CFO
Tax withholdingCommon Stock 1,207 $298.04 $359,734.28
Disclosure

SEC source: 0000920522-24-000105 · wk-form4_1734043740.xml · nonDerivative · entry 2

Pak Barbara · CIK 0001838424 · Executive Vice President & CFO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 7,653

F2 · shares: Represents the number of shares of common stock withheld by the Company to satisfy tax withholding requirements in connection with the release of restricted stock units that were granted on November 30, 2021.

Read SEC document
December 11, 2024 Filed Dec 12, 2024 22:48 UTC
Burns RylanEVP & Chief Investment Officer
Tax withholdingCommon Stock 119 $298.04 $35,466.76
Disclosure

SEC source: 0000920522-24-000104 · wk-form4_1734043708.xml · nonDerivative · entry 2

Burns Rylan · CIK 0002003558 · EVP & Chief Investment Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 2,046

F2 · shares: Represents the number of shares of common stock withheld by the Company to satisfy tax withholding requirements in connection with the release of restricted stock units that were granted on November 30, 2021.

Read SEC document
December 11, 2024 Filed Dec 12, 2024 22:48 UTC
Morrison AnneEVP, CAO & General Counsel
Tax withholdingCommon Stock 282 $298.04 $84,047.28
Disclosure

SEC source: 0000920522-24-000103 · wk-form4_1734043676.xml · nonDerivative · entry 2

Morrison Anne · CIK 0001957373 · EVP, CAO & General Counsel

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 2,825

F2 · shares: Represents the number of shares of common stock withheld by the Company to satisfy tax withholding requirements in connection with the release of restricted stock units that were granted on November 30, 2021.

Read SEC document
December 11, 2024 Filed Dec 12, 2024 22:47 UTC
McGreevy BrennanGVP and CAO
Tax withholdingCommon Stock 45 $298.04 $13,411.80
Disclosure

SEC source: 0000920522-24-000102 · wk-form4_1734043634.xml · nonDerivative · entry 2

McGreevy Brennan · CIK 0002035593 · GVP and CAO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 716

F2 · shares: Represents the number of shares of common stock withheld by the Company to satisfy tax withholding requirements in connection with the release of restricted stock units that were granted on November 30, 2021.

Read SEC document
December 11, 2024 Filed Dec 14, 2024 00:33 UTC
Kleiman Angela L.President and CEO
ConversionOperating Partnership Units · Derivative 3,831 Not disclosed Not disclosed
Disclosure

SEC source: 0000920522-24-000108 · wk-form4_1734136397.xml · derivative · entry 2

Kleiman Angela L. · CIK 0001654413 · President and CEO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 11,331

Underlying: Common Stock · 3,831 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.

F2 · derivative.exercise_price: Represents the conversion of vested LTIP units, which were granted on December 9, 2014, into EPLP operating partnership units on a one for one basis. The right to convert LTIP units into EPLP operating partnership units does not have an expiration date. EPLP operating partnership units are exchangeable by the Reporting Person at any time for an equal number of shares of the Issuer's common stock. EPLP operating partnership units have no expiration date.

F2 · kind: Represents the conversion of vested LTIP units, which were granted on December 9, 2014, into EPLP operating partnership units on a one for one basis. The right to convert LTIP units into EPLP operating partnership units does not have an expiration date. EPLP operating partnership units are exchangeable by the Reporting Person at any time for an equal number of shares of the Issuer's common stock. EPLP operating partnership units have no expiration date.

F2 · price: Represents the conversion of vested LTIP units, which were granted on December 9, 2014, into EPLP operating partnership units on a one for one basis. The right to convert LTIP units into EPLP operating partnership units does not have an expiration date. EPLP operating partnership units are exchangeable by the Reporting Person at any time for an equal number of shares of the Issuer's common stock. EPLP operating partnership units have no expiration date.

F2 · derivative.exercise_date: Represents the conversion of vested LTIP units, which were granted on December 9, 2014, into EPLP operating partnership units on a one for one basis. The right to convert LTIP units into EPLP operating partnership units does not have an expiration date. EPLP operating partnership units are exchangeable by the Reporting Person at any time for an equal number of shares of the Issuer's common stock. EPLP operating partnership units have no expiration date.

F2 · derivative.expiration_date: Represents the conversion of vested LTIP units, which were granted on December 9, 2014, into EPLP operating partnership units on a one for one basis. The right to convert LTIP units into EPLP operating partnership units does not have an expiration date. EPLP operating partnership units are exchangeable by the Reporting Person at any time for an equal number of shares of the Issuer's common stock. EPLP operating partnership units have no expiration date.

Read SEC document
December 11, 2024 Filed Dec 14, 2024 00:33 UTC
Kleiman Angela L.President and CEO
ConversionLTIP Units · Derivative 3,831 $0.00 $0.00
Disclosure

SEC source: 0000920522-24-000108 · wk-form4_1734136397.xml · derivative · entry 1

Kleiman Angela L. · CIK 0001654413 · President and CEO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 3,831 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 · security: Represents long-term incentive plan units ("LTIP Units") in Essex Portfolio, L.P ("EPLP").

F2 · derivative.exercise_price: Represents the conversion of vested LTIP units, which were granted on December 9, 2014, into EPLP operating partnership units on a one for one basis. The right to convert LTIP units into EPLP operating partnership units does not have an expiration date. EPLP operating partnership units are exchangeable by the Reporting Person at any time for an equal number of shares of the Issuer's common stock. EPLP operating partnership units have no expiration date.

F2 · kind: Represents the conversion of vested LTIP units, which were granted on December 9, 2014, into EPLP operating partnership units on a one for one basis. The right to convert LTIP units into EPLP operating partnership units does not have an expiration date. EPLP operating partnership units are exchangeable by the Reporting Person at any time for an equal number of shares of the Issuer's common stock. EPLP operating partnership units have no expiration date.

F2 · derivative.exercise_date: Represents the conversion of vested LTIP units, which were granted on December 9, 2014, into EPLP operating partnership units on a one for one basis. The right to convert LTIP units into EPLP operating partnership units does not have an expiration date. EPLP operating partnership units are exchangeable by the Reporting Person at any time for an equal number of shares of the Issuer's common stock. EPLP operating partnership units have no expiration date.

F2 · derivative.expiration_date: Represents the conversion of vested LTIP units, which were granted on December 9, 2014, into EPLP operating partnership units on a one for one basis. The right to convert LTIP units into EPLP operating partnership units does not have an expiration date. EPLP operating partnership units are exchangeable by the Reporting Person at any time for an equal number of shares of the Issuer's common stock. EPLP operating partnership units have no expiration date.

Read SEC document
December 10, 2024 Filed Dec 12, 2024 22:49 UTC
Kleiman Angela L.President and CEO
GrantCommon Stock 3,656 $0.00 $0.00
Disclosure

SEC source: 0000920522-24-000106 · wk-form4_1734043771.xml · nonDerivative · entry 1

Kleiman Angela L. · CIK 0001654413 · President and CEO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 13,150

F1 · shares: As determined on December 10, 2024, this amount represents all the restricted stock units originally granted on November 30, 2021 that are now earned following the achievement of certain performance criteria based on the Issuer's relative total return to shareholders measured against industry-specific index through December 1, 2024.

Read SEC document
December 10, 2024 Filed Dec 12, 2024 22:49 UTC
Pak BarbaraExecutive Vice President & CFO
GrantCommon Stock 2,377 $0.00 $0.00
Disclosure

SEC source: 0000920522-24-000105 · wk-form4_1734043740.xml · nonDerivative · entry 1

Pak Barbara · CIK 0001838424 · Executive Vice President & CFO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 8,860

F1 · shares: As determined on December 10, 2024, this amount represents all the restricted stock units originally granted on November 30, 2021 that are now earned following the achievement of certain performance criteria based on the Issuer's relative total return to shareholders measured against industry-specific index through December 1, 2024.

Read SEC document
December 10, 2024 Filed Dec 12, 2024 22:48 UTC
Burns RylanEVP & Chief Investment Officer
GrantCommon Stock 230 $0.00 $0.00
Disclosure

SEC source: 0000920522-24-000104 · wk-form4_1734043708.xml · nonDerivative · entry 1

Burns Rylan · CIK 0002003558 · EVP & Chief Investment Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 2,165

F1 · shares: As determined on December 10, 2024, this amount represents all the restricted stock units originally granted on November 30, 2021 that are now earned following the achievement of certain performance criteria based on the Issuer's relative total return to shareholders measured against industry-specific index through December 1, 2024.

Read SEC document
December 10, 2024 Filed Dec 12, 2024 22:48 UTC
Morrison AnneEVP, CAO & General Counsel
GrantCommon Stock 786 $0.00 $0.00
Disclosure

SEC source: 0000920522-24-000103 · wk-form4_1734043676.xml · nonDerivative · entry 1

Morrison Anne · CIK 0001957373 · EVP, CAO & General Counsel

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 3,107

F1 · shares: As determined on December 10, 2024, this amount represents all the restricted stock units originally granted on November 30, 2021 that are now earned following the achievement of certain performance criteria based on the Issuer's relative total return to shareholders measured against industry-specific index through December 1, 2024.

Read SEC document
December 10, 2024 Filed Dec 12, 2024 22:47 UTC
McGreevy BrennanGVP and CAO
GrantCommon Stock 121 $0.00 $0.00
Disclosure

SEC source: 0000920522-24-000102 · wk-form4_1734043634.xml · nonDerivative · entry 1

McGreevy Brennan · CIK 0002035593 · GVP and CAO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 761

F1 · shares: As determined on December 10, 2024, this amount represents all the restricted stock units originally granted on November 30, 2021 that are now earned following the achievement of certain performance criteria based on the Issuer's relative total return to shareholders measured against industry-specific index through December 1, 2024.

Read SEC document
December 09, 2024 Filed Dec 11, 2024 21:04 UTC
McGreevy BrennanGVP and CAO
Tax withholdingCommon Stock 28 $301.00 $8,428.00
Disclosure

SEC source: 0000920522-24-000096 · wk-form4_1733951077.xml · nonDerivative · entry 1

McGreevy Brennan · CIK 0002035593 · GVP and CAO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 640

F1 · shares: Represents the number of shares of common stock withheld by the Company to satisfy tax withholding requirements in connection with the release of restricted stock units that were granted on December 9, 2022.

Read SEC document
December 09, 2024 Filed Dec 11, 2024 21:04 UTC
Burns RylanEVP & Chief Investment Officer
Tax withholdingCommon Stock 177 $301.00 $53,277.00
Disclosure

SEC source: 0000920522-24-000095 · wk-form4_1733951038.xml · nonDerivative · entry 1

Burns Rylan · CIK 0002003558 · EVP & Chief Investment Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 1,935

F1 · shares: Represents the number of shares of common stock withheld by the Company to satisfy tax withholding requirements in connection with the release of restricted stock units that were granted on December 9, 2022.

Read SEC document
September 17, 2024 Filed Sep 19, 2024 20:25 UTC Exercise / conversionStock Option (Right to Purchase) · Derivative 7,298 $0.00 Strike: $216.31 $0.00
Disclosure

SEC source: 0000920522-24-000089 · wk-form4_1726777546.xml · derivative · entry 4

Johnson Amal M · CIK 0001388397 · Director

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 7,298 shares

Expires 2033-05-09

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 report in this Form 4 were made pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person.

Read SEC document
September 17, 2024 Filed Sep 19, 2024 20:25 UTC SaleCommon Stock 7,298 $316.31 $2,308,430.38
Disclosure

SEC source: 0000920522-24-000089 · wk-form4_1726777546.xml · nonDerivative · entry 2

Johnson Amal M · CIK 0001388397 · Director

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 2,585

F1 · kind: The transactions report in this Form 4 were made pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person.

Read SEC document
September 17, 2024 Filed Sep 19, 2024 20:25 UTC Exercise / conversionCommon Stock 7,298 $216.31 $1,578,630.38
Disclosure

SEC source: 0000920522-24-000089 · wk-form4_1726777546.xml · nonDerivative · entry 1

Johnson Amal M · CIK 0001388397 · Director

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 9,883

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 report in this Form 4 were made pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person.

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

Read SEC document
September 16, 2024 Filed Sep 18, 2024 21:40 UTC
Kleiman Angela L.President and CEO
Exercise / conversionStock Option (Right to Purchase) · Derivative 8,080 $0.00 Strike: $214.79 $0.00
Disclosure

SEC source: 0000920522-24-000087 · wk-form4_1726695640.xml · derivative · entry 4

Kleiman Angela L. · CIK 0001654413 · President and CEO

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 16,160

Underlying: Common Stock · 8,080 shares

Expires 2031-12-08

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.

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September 16, 2024 Filed Sep 18, 2024 21:40 UTC
Kleiman Angela L.President and CEO
SaleCommon Stock 1,015 $315.84 $320,577.60
Disclosure

SEC source: 0000920522-24-000087 · wk-form4_1726695640.xml · nonDerivative · entry 3

Kleiman Angela L. · CIK 0001654413 · President and CEO

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 9,494

F1 · kind: The transactions reported in this Form 4 were made pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person.

F4 · price: Represents the weighted average sale price for the number of shares sold. The actual sales prices range between $315.66 and $316.12. Detailed information on the exact number of shares sold at each sale price can be obtained from the issuer upon request.

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September 16, 2024 Filed Sep 18, 2024 21:40 UTC
Kleiman Angela L.President and CEO
SaleCommon Stock 7,065 $314.99 $2,225,404.35
Disclosure

SEC source: 0000920522-24-000087 · wk-form4_1726695640.xml · nonDerivative · entry 2

Kleiman Angela L. · CIK 0001654413 · President and CEO

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 10,509

F1 · kind: The transactions reported in this Form 4 were made pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person.

F3 · price: Represents the weighted average sale price for the number of shares sold. The actual sales prices range between $314.64 and $315.55. Detailed information on the exact number of shares sold at each sale price can be obtained from the issuer upon request.

Read SEC document
September 16, 2024 Filed Sep 18, 2024 21:40 UTC
Kleiman Angela L.President and CEO
Exercise / conversionCommon Stock 8,080 $214.79 $1,735,503.20
Disclosure

SEC source: 0000920522-24-000087 · wk-form4_1726695640.xml · nonDerivative · entry 1

Kleiman Angela L. · CIK 0001654413 · President and CEO

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 17,574

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.

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

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September 16, 2024 Filed Sep 18, 2024 21:39 UTC
Morrison AnneEVP, CAO & General Counsel
Exercise / conversionStock Option (Right to Purchase) · Derivative 2,571 $0.00 Strike: $214.79 $0.00
Disclosure

SEC source: 0000920522-24-000086 · wk-form4_1726695557.xml · derivative · entry 3

Morrison Anne · CIK 0001957373 · EVP, CAO & General Counsel

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 5,142

Underlying: Common Stock · 2,571 shares

Expires 2031-12-08

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.

Read SEC document
September 16, 2024 Filed Sep 18, 2024 21:39 UTC
Morrison AnneEVP, CAO & General Counsel
SaleCommon Stock 2,571 $314.79 $809,325.09
Disclosure

SEC source: 0000920522-24-000086 · wk-form4_1726695557.xml · nonDerivative · entry 2

Morrison Anne · CIK 0001957373 · EVP, CAO & General Counsel

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 2,321

F1 · kind: The transactions reported in this Form 4 were made pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person.

Read SEC document
September 16, 2024 Filed Sep 18, 2024 21:39 UTC
Morrison AnneEVP, CAO & General Counsel
Exercise / conversionCommon Stock 2,571 $214.79 $552,225.09
Disclosure

SEC source: 0000920522-24-000086 · wk-form4_1726695557.xml · nonDerivative · entry 1

Morrison Anne · CIK 0001957373 · EVP, CAO & General Counsel

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 4,892

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.

F2 · price: Under the terms of the stock options, the maximum value that the Reporting Person could receive is $100 per share.

Read SEC document
August 30, 2024 Filed Sep 5, 2024 00:19 UTC Exercise / conversionStock Option (Right to Purchase) · Derivative 2,083 $0.00 Strike: $233.78 $0.00
Disclosure

SEC source: 0000920522-24-000077 · wk-form4_1725491869.xml · derivative · entry 7

Johnson Amal M · CIK 0001388397 · Director

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 2,083 shares

Expires 2028-05-15

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.

F1 · kind: The transaction reported in this Form 4 was effected pursuant to a Rule 10b5-1 Trading Plan adopted by the Reporting Person on February 8, 2024.

Read SEC document
August 30, 2024 Filed Sep 5, 2024 00:19 UTC Exercise / conversionStock Option (Right to Purchase) · Derivative 370 $0.00 Strike: $225.44 $0.00
Disclosure

SEC source: 0000920522-24-000077 · wk-form4_1725491869.xml · derivative · entry 6

Johnson Amal M · CIK 0001388397 · Director

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 370 shares

Expires 2027-05-16

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 transaction reported in this Form 4 was effected pursuant to a Rule 10b5-1 Trading Plan adopted by the Reporting Person on February 8, 2024.

Read SEC document
August 30, 2024 Filed Sep 5, 2024 00:19 UTC SaleCommon Stock 2,083 $300.00 $624,900.00
Disclosure

SEC source: 0000920522-24-000077 · wk-form4_1725491869.xml · nonDerivative · entry 4

Johnson Amal M · CIK 0001388397 · Director

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 2,585

F1 · shares: The transaction reported in this Form 4 was effected pursuant to a Rule 10b5-1 Trading Plan adopted by the Reporting Person on February 8, 2024.

Read SEC document
August 30, 2024 Filed Sep 5, 2024 00:19 UTC Exercise / conversionCommon Stock 2,083 $233.78 $486,963.74
Disclosure

SEC source: 0000920522-24-000077 · wk-form4_1725491869.xml · nonDerivative · entry 3

Johnson Amal M · CIK 0001388397 · Director

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 4,668

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 transaction reported in this Form 4 was effected pursuant to a Rule 10b5-1 Trading Plan adopted by the Reporting Person on February 8, 2024.

Read SEC document
August 30, 2024 Filed Sep 5, 2024 00:19 UTC SaleCommon Stock 370 $300.00 $111,000.00
Disclosure

SEC source: 0000920522-24-000077 · wk-form4_1725491869.xml · nonDerivative · entry 2

Johnson Amal M · CIK 0001388397 · Director

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 2,585

F1 · shares: The transaction reported in this Form 4 was effected pursuant to a Rule 10b5-1 Trading Plan adopted by the Reporting Person on February 8, 2024.

Read SEC document
August 30, 2024 Filed Sep 5, 2024 00:19 UTC Exercise / conversionCommon Stock 370 $225.44 $83,412.80
Disclosure

SEC source: 0000920522-24-000077 · wk-form4_1725491869.xml · nonDerivative · entry 1

Johnson Amal M · CIK 0001388397 · Director

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 2,955

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 transaction reported in this Form 4 was effected pursuant to a Rule 10b5-1 Trading Plan adopted by the Reporting Person on February 8, 2024.

Read SEC document
June 21, 2024 Filed Jun 25, 2024 22:06 UTC
Kleiman Angela L.President and CEO
SaleCommon Stock 3,780 $278.27 $1,051,860.60
Disclosure

SEC source: 0000920522-24-000073 · wk-form4_1719353209.xml · nonDerivative · entry 1

Kleiman Angela L. · CIK 0001654413 · President and CEO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 9,494

F1 · price: Represents the weighted average sales price for the number of shares sold. The actual sales prices range between $278.09 and $278.33. Detailed information on the exact number of shares sold at each sale price can be obtained from the Issuer upon request.

Read SEC document
June 14, 2024 Filed Jun 18, 2024 20:53 UTC SaleCommon Stock 10,000 $274.57 $2,745,700.00
Disclosure

SEC source: 0000920522-24-000070 · wk-form4_1718744013.xml · nonDerivative · entry 1

GUERICKE KEITH R · CIK 0001198329 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 16,118

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.