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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.
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MonthPurchasesSales
Nov 202500
Dec 202500
Jan 202600
Feb 202600
Mar 202600
Apr 202600
May 202601
Jun 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
May 14, 2024 Filed May 16, 2024 20:38 UTC GrantCommon Stock 1,076 $0.00 $0.00
Disclosure

SEC source: 0000920522-24-000063 · wk-form4_1715891875.xml · nonDerivative · entry 1

MARCUS GEORGE M · CIK 0000939706 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 207,438

F1 · shares: Represents restricted stock units that will be fully vested as of May 14, 2025 and are subject to restrictions on transfer for the one-year period following the date of grant.

Read SEC document
May 14, 2024 Filed May 16, 2024 20:37 UTC GrantCommon Stock 585 $0.00 $0.00
Disclosure

SEC source: 0000920522-24-000062 · wk-form4_1715891805.xml · nonDerivative · entry 1

Arabia John V · CIK 0001516575 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 585

F1 · shares: Represents restricted stock units that will be fully vested as of May 14, 2025 and are subject to restrictions on transfer for the one-year period following the date of grant.

Read SEC document
May 14, 2024 Filed May 16, 2024 20:36 UTC GrantCommon Stock 585 $0.00 $0.00
Disclosure

SEC source: 0000920522-24-000061 · wk-form4_1715891757.xml · nonDerivative · entry 1

GUERICKE KEITH R · CIK 0001198329 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 26,118

F1 · shares: Represents restricted stock units that will be fully vested as of May 14, 2025 and are subject to restrictions on transfer for the one-year period following the date of grant.

Read SEC document
May 14, 2024 Filed May 16, 2024 20:35 UTC
GUST ANNE BDirector
GrantCommon Stock 585 $0.00 $0.00
Disclosure

SEC source: 0000920522-24-000060 · wk-form4_1715891710.xml · nonDerivative · entry 1

GUST ANNE B · CIK 0001212629 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 585

F1 · shares: Represents restricted stock units that will be fully vested as of May 14, 2025 and are subject to restrictions on transfer for the one-year period following the date of grant.

Read SEC document
May 14, 2024 Filed May 16, 2024 20:34 UTC GrantCommon Stock 585 $0.00 $0.00
Disclosure

SEC source: 0000920522-24-000059 · wk-form4_1715891666.xml · nonDerivative · entry 1

HAWTHORNE MARIA R · CIK 0001227459 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 2,472

F1 · shares: Represents restricted stock units that will be fully vested as of May 14, 2025 and are subject to restrictions on transfer for the one-year period following the date of grant.

Read SEC document
May 14, 2024 Filed May 16, 2024 20:33 UTC GrantCommon Stock 585 $0.00 $0.00
Disclosure

SEC source: 0000920522-24-000058 · wk-form4_1715891575.xml · nonDerivative · entry 1

Johnson Amal M · CIK 0001388397 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 2,585

F1 · shares: Represents restricted stock units that will be fully vested as of May 14, 2025 and are subject to restrictions on transfer for the one-year period following the date of grant.

Read SEC document
May 14, 2024 Filed May 16, 2024 20:32 UTC
Kasaris MaryDirector
GrantCommon Stock 585 $0.00 $0.00
Disclosure

SEC source: 0000920522-24-000057 · wk-form4_1715891532.xml · nonDerivative · entry 1

Kasaris Mary · CIK 0001752521 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 1,755

F1 · shares: Represents restricted stock units that will be fully vested as of May 14, 2025 and are subject to restrictions on transfer for the one-year period following the date of grant.

Read SEC document
May 14, 2024 Filed May 16, 2024 20:31 UTC GrantCommon Stock 585 $0.00 $0.00
Disclosure

SEC source: 0000920522-24-000056 · wk-form4_1715891474.xml · nonDerivative · entry 1

LYONS IRVING F III · CIK 0001202433 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 9,155

F1 · shares: Represents restricted stock units that will be fully vested as of May 14, 2025 and are subject to restrictions on transfer for the one-year period following the date of grant.

Read SEC document
March 11, 2024 Filed Mar 13, 2024 20:36 UTC Exercise / conversionStock Option (Right to Purchase) · Derivative 2,781 $0.00 Strike: $172.89 $0.00
Disclosure

SEC source: 0000920522-24-000041 · wk-form4_1710362148.xml · derivative · entry 3

ROBINSON THOMAS E · CIK 0001227889 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 2,781 shares

Expires 2024-04-28

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
March 11, 2024 Filed Mar 13, 2024 20:36 UTC SaleCommon Stock 2,781 $243.92 $678,341.52
Disclosure

SEC source: 0000920522-24-000041 · wk-form4_1710362148.xml · nonDerivative · entry 2

ROBINSON THOMAS E · CIK 0001227889 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 3,654

F1 · price: Represents the weighted average sale price for the number of shares sold. The actual sales prices range between $243.85 and $244.14. 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 11, 2024 Filed Mar 13, 2024 20:36 UTC Exercise / conversionCommon Stock 2,781 $172.89 $480,807.09
Disclosure

SEC source: 0000920522-24-000041 · wk-form4_1710362148.xml · nonDerivative · entry 1

ROBINSON THOMAS E · CIK 0001227889 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 6,435

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 28, 2024 Filed Mar 1, 2024 21:43 UTC Exercise / conversionStock Option (Right to Purchase) · Derivative 2,781 $0.00 Strike: $172.89 $0.00
Disclosure

SEC source: 0000920522-24-000037 · wk-form4_1709329377.xml · derivative · entry 3

LYONS IRVING F III · CIK 0001202433 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 2,781 shares

Expires 2024-04-28

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 28, 2024 Filed Mar 1, 2024 21:43 UTC SaleCommon Stock 2,083 $230.90 $480,964.70
Disclosure

SEC source: 0000920522-24-000037 · wk-form4_1709329377.xml · nonDerivative · entry 2

LYONS IRVING F III · CIK 0001202433 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 8,570

Read SEC document
February 28, 2024 Filed Mar 1, 2024 21:43 UTC Exercise / conversionCommon Stock 2,781 $172.89 $480,807.09
Disclosure

SEC source: 0000920522-24-000037 · wk-form4_1709329377.xml · nonDerivative · entry 1

LYONS IRVING F III · CIK 0001202433 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 10,653

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, 2024 Filed Feb 9, 2024 23:41 UTC
Kleiman Angela L.President and CEO
GrantCommon Stock 3,609 $0.00 $0.00
Disclosure

SEC source: 0000920522-24-000020 · wk-form4_1707522084.xml · nonDerivative · entry 1

Kleiman Angela L. · CIK 0001654413 · President and CEO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 14,179

F1 · shares: Represents restricted stock units that will vest 1/3 on each grant date anniversary starting on February 8, 2025 and ending on February 8, 2027.

Read SEC document
February 08, 2024 Filed Feb 9, 2024 23:39 UTC
Pak BarbaraExecutive Vice President & CFO
GrantCommon Stock 1,527 $0.00 $0.00
Disclosure

SEC source: 0000920522-24-000018 · wk-form4_1707521971.xml · nonDerivative · entry 1

Pak Barbara · CIK 0001838424 · Executive Vice President & CFO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 6,865

F1 · shares: Represents restricted stock units that will vest 1/3 on each grant date anniversary starting on February 8, 2025 and ending on February 8, 2027.

Read SEC document
February 08, 2024 Filed Feb 9, 2024 23:37 UTC
Morrison AnneSVP - General Counsel
GrantCommon Stock 785 $0.00 $0.00
Disclosure

SEC source: 0000920522-24-000016 · wk-form4_1707521846.xml · nonDerivative · entry 1

Morrison Anne · CIK 0001957373 · SVP - General Counsel

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 2,517

F1 · shares: Represents restricted stock units that will vest 1/3 on each grant date anniversary starting on February 8, 2025 and ending on February 8, 2027.

Read SEC document
February 08, 2024 Filed Feb 9, 2024 23:33 UTC
Burns RylanEVP & Chief Investment Officer
GrantCommon Stock 567 $0.00 $0.00
Disclosure

SEC source: 0000920522-24-000014 · wk-form4_1707521617.xml · nonDerivative · entry 1

Burns Rylan · CIK 0002003558 · EVP & Chief Investment Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 2,253

F1 · shares: Represents restricted stock units that will vest 1/3 on each grant date anniversary starting on February 8, 2025 and ending on February 8, 2027.

Read SEC document
February 08, 2024 Filed Feb 9, 2024 23:27 UTC
Farias JohnSenior Vice President and CAO
GrantCommon Stock 437 $0.00 $0.00
Disclosure

SEC source: 0000920522-24-000012 · wk-form4_1707521231.xml · nonDerivative · entry 1

Farias John · CIK 0001616175 · Senior Vice President and CAO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 2,363

F1 · shares: Represents restricted stock units that will vest 1/3 on each grant date anniversary starting on February 8, 2025 and ending on February 8, 2027.

Read SEC document
February 08, 2024 Filed Feb 14, 2024 00:58 UTC Amendment
Pak BarbaraExecutive Vice President & CFO
GrantCommon Stock 1,145 $0.00 $0.00
Disclosure

SEC source: 0000920522-24-000028 · wk-form4a_1707872314.xml · nonDerivative · entry 1

Pak Barbara · CIK 0001838424 · Executive Vice President & CFO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 6,483

F1 · kind: The number of restricted stock units issued to the Reporting Person was incorrectly reported on the Form 4 filed on February 9, 2025 due to an administrative error. This amended Form 4 shows the correct number of restricted stock units. Represents restricted stock units that will vest 1/3 on each grant date anniversary starting on February 8, 2025 and ending on February 8, 2027.

F1 · shares: The number of restricted stock units issued to the Reporting Person was incorrectly reported on the Form 4 filed on February 9, 2025 due to an administrative error. This amended Form 4 shows the correct number of restricted stock units. Represents restricted stock units that will vest 1/3 on each grant date anniversary starting on February 8, 2025 and ending on February 8, 2027.

Read SEC document
February 08, 2024 Filed Feb 14, 2024 00:57 UTC Amendment
Morrison AnneEVP, CAO & General Counsel
GrantCommon Stock 589 $0.00 $0.00
Disclosure

SEC source: 0000920522-24-000027 · wk-form4a_1707872245.xml · nonDerivative · entry 1

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

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 2,321

F1 · kind: The number of restricted stock units issued to the Reporting Person was incorrectly reported on the Form 4 filed on February 9, 2024 due to an administrative error. This amended Form 4 shows the correct number of restricted stock units. Represents restricted stock units that will vest 1/3 on each grant date anniversary starting on February 8, 2025 and ending on February 8, 2027.

F1 · shares: The number of restricted stock units issued to the Reporting Person was incorrectly reported on the Form 4 filed on February 9, 2024 due to an administrative error. This amended Form 4 shows the correct number of restricted stock units. Represents restricted stock units that will vest 1/3 on each grant date anniversary starting on February 8, 2025 and ending on February 8, 2027.

Read SEC document
February 08, 2024 Filed Feb 14, 2024 00:51 UTC Amendment
Burns RylanEVP & Chief Investment Officer
GrantCommon Stock 426 $0.00 $0.00
Disclosure

SEC source: 0000920522-24-000026 · wk-form4a_1707871890.xml · nonDerivative · entry 1

Burns Rylan · CIK 0002003558 · EVP & Chief Investment Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 2,112

F1 · kind: The number of restricted stock units issued to the Reporting Person was incorrectly reported on the Form 4 filed on February 9, 2024 due to an administrative error. This amended Form 4 shows the correct number of restricted stock units. Represents restricted stock units that will vest 1/3 on each grant date anniversary starting on February 8, 2025 and ending on February 8, 2027.

F1 · shares: The number of restricted stock units issued to the Reporting Person was incorrectly reported on the Form 4 filed on February 9, 2024 due to an administrative error. This amended Form 4 shows the correct number of restricted stock units. Represents restricted stock units that will vest 1/3 on each grant date anniversary starting on February 8, 2025 and ending on February 8, 2027.

Read SEC document
February 08, 2024 Filed Feb 14, 2024 00:46 UTC Amendment
Kleiman Angela L.President and CEO
GrantCommon Stock 2,704 $0.00 $0.00
Disclosure

SEC source: 0000920522-24-000025 · wk-form4a_1707871554.xml · nonDerivative · entry 1

Kleiman Angela L. · CIK 0001654413 · President and CEO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 13,274

F1 · kind: The number of restricted stock units issued to the Reporting Person was incorrectly reported on the Form 4 filed on February 9, 2025 due to an administrative error. This amended Form 4 shows the correct number of restricted stock units. Represents restricted stock units that will vest 1/3 on each grant date anniversary starting on February 8, 2025 and ending on February 8, 2027.

F1 · shares: The number of restricted stock units issued to the Reporting Person was incorrectly reported on the Form 4 filed on February 9, 2025 due to an administrative error. This amended Form 4 shows the correct number of restricted stock units. Represents restricted stock units that will vest 1/3 on each grant date anniversary starting on February 8, 2025 and ending on February 8, 2027.

Read SEC document
December 20, 2023 Filed Dec 22, 2023 00:02 UTC
Kleiman Angela L.President and CEO
ConversionOperating Partnership Units · Derivative 3,500 Not disclosed Not disclosed
Disclosure

SEC source: 0000920522-23-000054 · wk-form4_1703203328.xml · derivative · entry 2

Kleiman Angela L. · CIK 0001654413 · President and CEO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 7,500

Underlying: Common Stock · 3,500 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: These LTIP units, which were granted on December 10, 2013, were converted into Essex Portfolio, L.P. ("EPLP") operating partnership units. 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: These LTIP units, which were granted on December 10, 2013, were converted into Essex Portfolio, L.P. ("EPLP") operating partnership units. 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: These LTIP units, which were granted on December 10, 2013, were converted into Essex Portfolio, L.P. ("EPLP") operating partnership units. 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: These LTIP units, which were granted on December 10, 2013, were converted into Essex Portfolio, L.P. ("EPLP") operating partnership units. 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: These LTIP units, which were granted on December 10, 2013, were converted into Essex Portfolio, L.P. ("EPLP") operating partnership units. 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 20, 2023 Filed Dec 22, 2023 00:02 UTC
Kleiman Angela L.President and CEO
ConversionLTIP Units · Derivative 3,500 $0.00 $0.00
Disclosure

SEC source: 0000920522-23-000054 · wk-form4_1703203328.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: Operating Partnership Units · 3,500 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 LTIP Units in Essex Portfolio, L.P.

F2 · derivative.exercise_price: These LTIP units, which were granted on December 10, 2013, were converted into Essex Portfolio, L.P. ("EPLP") operating partnership units. 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: These LTIP units, which were granted on December 10, 2013, were converted into Essex Portfolio, L.P. ("EPLP") operating partnership units. 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: These LTIP units, which were granted on December 10, 2013, were converted into Essex Portfolio, L.P. ("EPLP") operating partnership units. 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: These LTIP units, which were granted on December 10, 2013, were converted into Essex Portfolio, L.P. ("EPLP") operating partnership units. 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 07, 2023 Filed Dec 11, 2023 21:57 UTC
Kleiman Angela L.President and CEO
Tax withholdingCommon Stock 2,421 $224.85 $544,361.85
Disclosure

SEC source: 0000920522-23-000052 · wk-form4_1702331811.xml · nonDerivative · entry 2

Kleiman Angela L. · CIK 0001654413 · President and CEO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 10,570

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 December 2, 2020.

Read SEC document
December 07, 2023 Filed Dec 11, 2023 21:57 UTC
Kleiman Angela L.President and CEO
GrantCommon Stock 4,881 $0.00 $0.00
Disclosure

SEC source: 0000920522-23-000052 · wk-form4_1702331811.xml · nonDerivative · entry 1

Kleiman Angela L. · CIK 0001654413 · President and CEO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 12,991

F1 · shares: As determined on December 7, 2023, this amount represents all the restricted stock units originally granted on December 2, 2020 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, 2023.

Read SEC document
December 07, 2023 Filed Dec 11, 2023 21:54 UTC Tax withholdingCommon Stock 4,354 $224.85 $978,996.90
Disclosure

SEC source: 0000920522-23-000050 · wk-form4_1702331635.xml · nonDerivative · entry 2

SCHALL MICHAEL J · CIK 0001198212 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 53,364

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 December 2, 2020.

Read SEC document
December 07, 2023 Filed Dec 11, 2023 21:54 UTC GrantCommon Stock 12,586 $0.00 $0.00
Disclosure

SEC source: 0000920522-23-000050 · wk-form4_1702331635.xml · nonDerivative · entry 1

SCHALL MICHAEL J · CIK 0001198212 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 57,718

F1 · shares: As determined on December 7, 2023, this amount represents all the restricted stock units originally granted on December 2, 2020 that are now earned following the achievement of performance criteria based on the Issuer's relative total return to shareholders measured against industry-specific index through December 1, 2023.

Read SEC document
December 07, 2023 Filed Dec 11, 2023 21:44 UTC
Farias JohnSenior Vice President and CAO
Tax withholdingCommon Stock 530 $224.85 $119,170.50
Disclosure

SEC source: 0000920522-23-000048 · wk-form4_1702331033.xml · nonDerivative · entry 2

Farias John · CIK 0001616175 · Senior Vice President and CAO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 1,926

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 in December 2, 2020.

Read SEC document
December 07, 2023 Filed Dec 11, 2023 21:44 UTC
Farias JohnSenior Vice President and CAO
GrantCommon Stock 1,066 $0.00 $0.00
Disclosure

SEC source: 0000920522-23-000048 · wk-form4_1702331033.xml · nonDerivative · entry 1

Farias John · CIK 0001616175 · Senior Vice President and CAO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 2,456

F1 · shares: As determined on December 7, 2023, this amount represents all the restricted stock units originally granted on December 2, 2020 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, 2023.

Read SEC document
December 07, 2023 Filed Dec 11, 2023 21:41 UTC
Morrison AnneSVP - General Counsel
Tax withholdingCommon Stock 1,011 $224.85 $227,323.35
Disclosure

SEC source: 0000920522-23-000046 · wk-form4_1702330885.xml · nonDerivative · entry 2

Morrison Anne · CIK 0001957373 · SVP - General Counsel

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 1,732

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 December 2, 2020.

Read SEC document
December 07, 2023 Filed Dec 11, 2023 21:41 UTC
Morrison AnneSVP - General Counsel
GrantCommon Stock 2,036 $0.00 $0.00
Disclosure

SEC source: 0000920522-23-000046 · wk-form4_1702330885.xml · nonDerivative · entry 1

Morrison Anne · CIK 0001957373 · SVP - General Counsel

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 2,743

F1 · shares: As determined on December 7, 2023, this amount represents all the restricted stock units originally granted on December 2, 2020 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, 2023.

Read SEC document
December 07, 2023 Filed Dec 11, 2023 21:40 UTC
Pak BarbaraExecutive Vice President & CFO
Tax withholdingCommon Stock 1,827 $224.85 $410,800.95
Disclosure

SEC source: 0000920522-23-000045 · wk-form4_1702330836.xml · nonDerivative · entry 2

Pak Barbara · CIK 0001838424 · Executive Vice President & CFO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 5,338

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 December 2, 2020.

Read SEC document
December 07, 2023 Filed Dec 11, 2023 21:40 UTC
Pak BarbaraExecutive Vice President & CFO
GrantCommon Stock 3,680 $0.00 $0.00
Disclosure

SEC source: 0000920522-23-000045 · wk-form4_1702330836.xml · nonDerivative · entry 1

Pak Barbara · CIK 0001838424 · Executive Vice President & CFO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 7,165

F1 · shares: As determined on December 7, 2023, this amount represents all the restricted stock units originally granted on December 2, 2020 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, 2023.

Read SEC document
December 07, 2023 Filed Dec 22, 2023 00:10 UTC Amendment Tax withholdingCommon Stock 6,242 $224.85 $1,403,513.70
Disclosure

SEC source: 0000920522-23-000057 · wk-form4a_1703203832.xml · nonDerivative · entry 1

SCHALL MICHAEL J · CIK 0001198212 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 51,476

F1 · shares: The Reporting Person's Form 4 filed on December 11, 2023 incorrectly reported 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 2, 2020. This amended Form 4 shows the accurate number of shares of common stock withheld and reflects the number of shares of common stock beneficially owned by the Reporting Person following the reported transaction, as corrected.

F1 · balance_after: The Reporting Person's Form 4 filed on December 11, 2023 incorrectly reported 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 2, 2020. This amended Form 4 shows the accurate number of shares of common stock withheld and reflects the number of shares of common stock beneficially owned by the Reporting Person following the reported transaction, as corrected.

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May 09, 2023 Filed May 11, 2023 17:13 UTC GrantCommon Stock 717 $0.00 $0.00
Disclosure

SEC source: 0000920522-23-000029 · wf-form4_168382522742448.xml · nonDerivative · entry 1

HAWTHORNE MARIA R · CIK 0001227459 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 1,887

F1 · shares: Represents restricted stock that will be fully vested as of May 9, 2024 and are subject to restrictions on transfer for the one-year period following the date of grant.

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May 09, 2023 Filed May 11, 2023 17:10 UTC GrantStock Option (Right to Purchase) · Derivative 7,298 $0.00 Strike: $216.31 $0.00
Disclosure

SEC source: 0000920522-23-000027 · wf-form4_168382504443067.xml · derivative · entry 1

LYONS IRVING F III · CIK 0001202433 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 7,298

Underlying: Common Stock · 7,298 shares

Expires 2033-05-09

F1 · security: Stock option awards will be fully vested and exercisable as of May 9, 2024; provided, however, that shares issued pursuant to the exercise of the stock options are subject to restrictions on transfer for the one-year period starting on May 9, 2023 and ending on May 9, 2024, and are subject to a $100 cap upon exercise.

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May 09, 2023 Filed May 11, 2023 17:08 UTC GrantCommon Stock 717 $0.00 $0.00
Disclosure

SEC source: 0000920522-23-000025 · wf-form4_168382487242361.xml · nonDerivative · entry 1

SCORDELIS BYRON A · CIK 0001189059 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 3,642

F1 · shares: Represents restricted stock that will be fully vested as of May 9, 2024 and are subject to restrictions on transfer for the one-year period following the date of grant.

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May 09, 2023 Filed May 11, 2023 17:04 UTC
Kasaris MaryDirector
GrantStock Option (Right to Purchase) · Derivative 7,298 $0.00 Strike: $216.31 $0.00
Disclosure

SEC source: 0000920522-23-000023 · wf-form4_168382467895269.xml · derivative · entry 1

Kasaris Mary · CIK 0001752521 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 7,298

Underlying: Common Stock · 7,298 shares

Expires 2033-05-09

F1 · security: Stock option awards will be fully vested and exercisable as of May 9, 2024; provided, however, that shares issued pursuant to the exercise of the stock options are subject to restrictions on transfer for the one-year period starting on May 9, 2023 and ending on May 9, 2024, and are subject to a $100 cap upon exercise.

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May 09, 2023 Filed May 11, 2023 17:01 UTC GrantStock Option (Right to Purchase) · Derivative 7,298 $0.00 Strike: $216.31 $0.00
Disclosure

SEC source: 0000920522-23-000021 · wf-form4_168382445289323.xml · derivative · entry 1

MARCUS GEORGE M · CIK 0000939706 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 7,298

Underlying: Common Stock · 7,298 shares

Expires 2033-05-09

F1 · security: Stock option awards will be fully vested and exercisable as of May 9, 2024; provided, however, that shares issued pursuant to the exercise of the stock options are subject to restrictions on transfer for the one-year period starting on May 9, 2023 and ending on May 9, 2024, and are subject to a $100 cap upon exercise.

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May 09, 2023 Filed May 11, 2023 16:58 UTC GrantStock Option (Right to Purchase) · Derivative 7,298 $0.00 Strike: $216.31 $0.00
Disclosure

SEC source: 0000920522-23-000019 · wf-form4_168382428451907.xml · derivative · entry 1

ROBINSON THOMAS E · CIK 0001227889 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 7,298

Underlying: Common Stock · 7,298 shares

Expires 2033-05-09

F1 · security: Stock option awards will be fully vested and exercisable as of May 9, 2024; provided, however, that shares issued pursuant to the exercise of the stock options are subject to restrictions on transfer for the one-year period starting on May 9, 2023 and ending on May 9, 2024, and are subject to a $100 cap upon exercise.

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May 09, 2023 Filed May 11, 2023 16:53 UTC GrantStock Option (Right to Purchase) · Derivative 7,298 $0.00 Strike: $216.31 $0.00
Disclosure

SEC source: 0000920522-23-000017 · wf-form4_168382397616711.xml · derivative · entry 1

GUERICKE KEITH R · CIK 0001198329 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 7,298

Underlying: Common Stock · 7,298 shares

Expires 2033-05-09

F1 · security: Stock option awards will be fully vested and exercisable as of May 9, 2024; provided, however, that shares issued pursuant to the exercise of the stock options are subject to restrictions on transfer for the one-year period starting on May 9, 2023 and ending on May 9, 2024, and are subject to a $100 cap upon exercise.

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May 09, 2023 Filed May 11, 2023 16:47 UTC GrantStock Option (Right to Purchase) · Derivative 7,298 $0.00 Strike: $216.31 $0.00
Disclosure

SEC source: 0000920522-23-000015 · wf-form4_168382366690589.xml · derivative · entry 1

Johnson Amal M · CIK 0001388397 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 7,298

Underlying: Common Stock · 7,298 shares

Expires 2033-05-09

F1 · security: Stock option awards will be fully vested and exercisable as of May 9, 2024; provided, however, that shares issued pursuant to the exercise of the stock options are subject to restrictions on transfer for the one-year period starting on May 9, 2023 and ending on May 9, 2024, and are subject to a $100 cap upon exercise.

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May 09, 2023 Filed May 17, 2023 23:55 UTC Amendment GrantStock Option (Right to Purchase) · Derivative 13,418 $0.00 Strike: $216.31 $0.00
Disclosure

SEC source: 0000920522-23-000031 · wk-form4a_1684367749.xml · derivative · entry 1

MARCUS GEORGE M · CIK 0000939706 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 13,418

Underlying: Common Stock · 13,418 shares

Expires 2033-05-09

F1 · security: Stock option awards will be fully vested and exercisable as of May 9, 2024; provided, however, that shares issued pursuant to the exercise of the stock options are subject to restrictions on transfer for the one-year period starting on May 9, 2023 and ending on May 9, 2024, and are subject to a $100 cap upon exercise.

F2 · kind: The number of stock options issued to the Reporting Person was incorrectly reported on the Form 4 filed on May 11, 2023 due to an administrative error. This amended Form 4 shows the correct number of stock options granted.

F2 · shares: The number of stock options issued to the Reporting Person was incorrectly reported on the Form 4 filed on May 11, 2023 due to an administrative error. This amended Form 4 shows the correct number of stock options granted.

F2 · derivative.underlying_shares: The number of stock options issued to the Reporting Person was incorrectly reported on the Form 4 filed on May 11, 2023 due to an administrative error. This amended Form 4 shows the correct number of stock options granted.

F2 · balance_after: The number of stock options issued to the Reporting Person was incorrectly reported on the Form 4 filed on May 11, 2023 due to an administrative error. This amended Form 4 shows the correct number of stock options granted.

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December 09, 2022 Filed Dec 13, 2022 23:18 UTC
Farias JohnSenior Vice President and CAO
GrantCommon Stock 350 $0.00 $0.00
Disclosure

SEC source: 0000920522-22-000080 · wf-form4_167097349897146.xml · nonDerivative · entry 2

Farias John · CIK 0001616175 · Senior Vice President and CAO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 1,483

F2 · shares: Represents restricted stock units that will vest 1/3 on each anniversary starting on December 9, 2023 and ending on December 9, 2025.

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December 09, 2022 Filed Dec 13, 2022 23:18 UTC
Farias JohnSenior Vice President and CAO
GrantCommon Stock 186 $0.00 $0.00
Disclosure

SEC source: 0000920522-22-000080 · wf-form4_167097349897146.xml · nonDerivative · entry 1

Farias John · CIK 0001616175 · Senior Vice President and CAO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 1,133

F1 · shares: Represents stock units that are fully vested as of the grant date.

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December 09, 2022 Filed Dec 13, 2022 23:15 UTC
Kleiman Angela L.Sr. EVP & COO
GrantStock Option (Right to Purchase) · Derivative 24,240 $0.00 Strike: $214.79 $0.00
Disclosure

SEC source: 0000920522-22-000078 · wf-form4_167097328725438.xml · derivative · entry 1

Kleiman Angela L. · CIK 0001654413 · Sr. EVP & COO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 24,240

Underlying: Common Stock · 24,240 shares

Expires 2031-12-08

F1 · security: 1/3 of these stock options vest on each anniversary starting on December 9, 2023 and ending on December 9, 2025. Stock options are subject to a $100 cap upon exercise.

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December 09, 2022 Filed Dec 13, 2022 23:13 UTC
Berry Adam WExecutive Vice President & CIO
GrantStock Option (Right to Purchase) · Derivative 6,611 $0.00 Strike: $214.79 $0.00
Disclosure

SEC source: 0000920522-22-000077 · wf-form4_167097319086256.xml · derivative · entry 1

Berry Adam W · CIK 0001767246 · Executive Vice President & CIO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 6,611

Underlying: Common Stock · 6,611 shares

Expires 2031-12-08

F1 · security: 1/3 of these stock options vest on each anniversary starting on December 9, 2023 and ending on December 9, 2025. Stock options are subject to a $100 cap upon exercise.

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December 09, 2022 Filed Dec 13, 2022 23:12 UTC
Morrison AnneSVP - General Counsel
GrantStock Option (Right to Purchase) · Derivative 7,713 $0.00 Strike: $214.79 $0.00
Disclosure

SEC source: 0000920522-22-000076 · wf-form4_167097310528921.xml · derivative · entry 1

Morrison Anne · CIK 0001957373 · SVP - General Counsel

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 7,713

Underlying: Common Stock · 7,713 shares

Expires 2031-12-08

F1 · security: 1/3 of these stock options vest on each anniversary starting on December 9, 2023 and ending on December 9, 2025. Stock options are subject to a $100 cap upon exercise.

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