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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
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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
December 09, 2022 Filed Dec 13, 2022 23:10 UTC
SCHALL MICHAEL JPresident and CEO
GrantStock Option (Right to Purchase) · Derivative 13,002 $0.00 Strike: $214.79 $0.00
Disclosure

SEC source: 0000920522-22-000075 · wf-form4_167097301034127.xml · derivative · entry 1

SCHALL MICHAEL J · CIK 0001198212 · President and CEO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 13,002

Underlying: Common Stock · 13,002 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.

Read SEC document
December 09, 2022 Filed Dec 13, 2022 23:08 UTC
Pak BarbaraExecutive Vice President & CFO
GrantStock Option (Right to Purchase) · Derivative 9,476 $0.00 Strike: $214.79 $0.00
Disclosure

SEC source: 0000920522-22-000074 · wf-form4_167097289581012.xml · derivative · entry 2

Pak Barbara · CIK 0001838424 · Executive Vice President & CFO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 9,476

Underlying: Common Stock · 9,476 shares

Expires 2031-12-08

F2 · 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.

Read SEC document
December 09, 2022 Filed Dec 13, 2022 23:08 UTC
Pak BarbaraExecutive Vice President & CFO
GrantCommon Stock 1,164 $0.00 $0.00
Disclosure

SEC source: 0000920522-22-000074 · wf-form4_167097289581012.xml · nonDerivative · entry 1

Pak Barbara · CIK 0001838424 · Executive Vice President & CFO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 3,485

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

Read SEC document
December 02, 2022 Filed Dec 6, 2022 01:39 UTC PurchaseCommon Stock 500 $218.44 $109,220.00
Disclosure

SEC source: 0000920522-22-000065 · wf-form4_167029074770870.xml · nonDerivative · entry 2

Johnson Amal M · CIK 0001388397 · Director

10b5-1 filing: Not disclosed

Ownership: Indirect · By family trust

Disclosed balance after: 500

Read SEC document
December 02, 2022 Filed Dec 6, 2022 01:39 UTC PurchaseCommon Stock 500 $218.44 $109,220.00
Disclosure

SEC source: 0000920522-22-000065 · wf-form4_167029074770870.xml · nonDerivative · entry 1

Johnson Amal M · CIK 0001388397 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 2,000

Read SEC document
November 30, 2022 Filed Feb 13, 2023 23:58 UTC GiftCommon Stock 891 $0.00 $0.00
Disclosure

SEC source: 0000920522-23-000002 · wf-form5_167633270758234.xml · nonDerivative · entry 1

ROBINSON THOMAS E · CIK 0001227889 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 3,654

Read SEC document
May 10, 2022 Filed May 11, 2022 21:59 UTC
Kasaris MaryDirector
GrantStock Option (Right to Purchase) · Derivative 6,130 $0.00 Strike: $286.48 $0.00
Disclosure

SEC source: 0000920522-22-000049 · wf-form4_165230633701173.xml · derivative · entry 1

Kasaris Mary · CIK 0001752521 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 6,130

Underlying: Common Stock · 6,130 shares

Expires 2033-05-10

F1 · security: Stock option awards will be fully vested and exercisable as of May 10, 2023; 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 10, 2022 and ending on May 10, 2023, and are subject to a $100 cap upon exercise.

Read SEC document
May 10, 2022 Filed May 11, 2022 21:54 UTC GrantCommon Stock 960 $0.00 $0.00
Disclosure

SEC source: 0000920522-22-000045 · wf-form4_165230605557722.xml · nonDerivative · entry 1

MARCUS GEORGE M · CIK 0000939706 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 367,071

F1 · shares: Represents restricted stock units that will be fully vested as of May 10, 2023 and are subject to restrictions on transfer for the one-year period following the date of grant.

Read SEC document
May 10, 2022 Filed May 11, 2022 21:52 UTC GrantStock Option (Right to Purchase) · Derivative 6,130 $0.00 Strike: $286.48 $0.00
Disclosure

SEC source: 0000920522-22-000043 · wf-form4_165230590015487.xml · derivative · entry 1

HAWTHORNE MARIA R · CIK 0001227459 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 6,130

Underlying: Common Stock · 6,130 shares

Expires 2033-05-10

F1 · security: Stock option awards will be fully vested and exercisable as of May 10, 2023; 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 10, 2022 and ending on May 10, 2023, and are subject to a $100 cap upon exercise.

Read SEC document
May 10, 2022 Filed May 11, 2022 21:57 UTC GrantStock Option (Right to Purchase) · Derivative 6,130 $0.00 Strike: $286.48 $0.00
Disclosure

SEC source: 0000920522-22-000047 · wf-form4_165230620910269.xml · derivative · entry 1

LYONS IRVING F III · CIK 0001202433 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 6,130

Underlying: Common Stock · 6,130 shares

Expires 2033-05-10

F1 · security: Stock option awards will be fully vested and exercisable as of May 10, 2023; 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 10, 2022 and ending on May 10, 2023, and are subject to a $100 cap upon exercise.

Read SEC document
May 10, 2022 Filed May 11, 2022 21:49 UTC GrantStock Option (Right to Purchase) · Derivative 6,130 $0.00 Strike: $286.48 $0.00
Disclosure

SEC source: 0000920522-22-000041 · wf-form4_165230576682598.xml · derivative · entry 1

SCORDELIS BYRON A · CIK 0001189059 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 6,130

Underlying: Common Stock · 6,130 shares

Expires 2033-05-10

F1 · security: Stock option awards will be fully vested and exercisable as of May 10, 2023; 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 10, 2022 and ending on May 10, 2023, and are subject to a $100 cap upon exercise.

Read SEC document
May 10, 2022 Filed May 11, 2022 21:44 UTC GrantStock Option (Right to Purchase) · Derivative 6,130 $0.00 Strike: $286.48 $0.00
Disclosure

SEC source: 0000920522-22-000037 · wf-form4_165230547384993.xml · derivative · entry 1

ROBINSON THOMAS E · CIK 0001227889 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 6,130

Underlying: Common Stock · 6,130 shares

Expires 2033-05-10

F1 · security: Stock option awards will be fully vested and exercisable as of May 10, 2023; 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 10, 2022 and ending on May 10, 2023, and are subject to a $100 cap upon exercise.

Read SEC document
May 10, 2022 Filed May 11, 2022 21:47 UTC GrantStock Option (Right to Purchase) · Derivative 6,130 $0.00 Strike: $286.48 $0.00
Disclosure

SEC source: 0000920522-22-000039 · wf-form4_165230561390712.xml · derivative · entry 1

GUERICKE KEITH R · CIK 0001198329 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 6,130

Underlying: Common Stock · 6,130 shares

Expires 2033-05-10

F1 · security: Stock option awards will be fully vested and exercisable as of May 10, 2023; 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 10, 2022 and ending on May 10, 2023, and are subject to a $100 cap upon exercise.

Read SEC document
May 10, 2022 Filed May 11, 2022 21:42 UTC GrantStock Option (Right to Purchase) · Derivative 6,130 $0.00 Strike: $286.48 $0.00
Disclosure

SEC source: 0000920522-22-000035 · wf-form4_165230531196404.xml · derivative · entry 1

Johnson Amal M · CIK 0001388397 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 6,130

Underlying: Common Stock · 6,130 shares

Expires 2033-05-10

F1 · security: Stock option awards will be fully vested and exercisable as of May 10, 2023; 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 10, 2022 and ending on May 10, 2023, and are subject to a $100 cap upon exercise.

Read SEC document
March 29, 2022 Filed Mar 30, 2022 22:51 UTC
Kleiman Angela L.Sr. EVP & COO
Exercise / conversionStock Option (Right to Purchase) · Derivative 6,309 $0.00 Strike: $248.70 $0.00
Disclosure

SEC source: 0000920522-22-000027 · wf-form4_164868069145837.xml · derivative · entry 10

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 6,309 shares

Expires 2030-12-01

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
March 29, 2022 Filed Mar 30, 2022 22:51 UTC
Kleiman Angela L.Sr. EVP & COO
SaleCommon Stock 500 $357.54 $178,770.00
Disclosure

SEC source: 0000920522-22-000027 · wf-form4_164868069145837.xml · nonDerivative · entry 9

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 8,110

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

F9 · price: Represents the weighted average sale price for the number of shares sold. The actual sales prices range between $357.36 and $357.76. 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 29, 2022 Filed Mar 30, 2022 22:51 UTC
Kleiman Angela L.Sr. EVP & COO
SaleCommon Stock 1,239 $356.75 $442,013.25
Disclosure

SEC source: 0000920522-22-000027 · wf-form4_164868069145837.xml · nonDerivative · entry 8

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 8,610

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

F8 · price: Represents the weighted average sale price for the number of shares sold. The actual sales prices range between $356.21 and $357.13. 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 29, 2022 Filed Mar 30, 2022 22:51 UTC
Kleiman Angela L.Sr. EVP & COO
SaleCommon Stock 572 $355.82 $203,529.04
Disclosure

SEC source: 0000920522-22-000027 · wf-form4_164868069145837.xml · nonDerivative · entry 7

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 9,849

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

F7 · price: Represents the weighted average sale price for the number of shares sold. The actual sales prices range between $355.19 and $356.17. 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 29, 2022 Filed Mar 30, 2022 22:51 UTC
Kleiman Angela L.Sr. EVP & COO
SaleCommon Stock 1,000 $354.55 $354,550.00
Disclosure

SEC source: 0000920522-22-000027 · wf-form4_164868069145837.xml · nonDerivative · entry 6

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 10,421

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

F6 · price: Represents the weighted average sale price for the number of shares sold. The actual sales prices range between $354.11 and $355.03. 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 29, 2022 Filed Mar 30, 2022 22:51 UTC
Kleiman Angela L.Sr. EVP & COO
SaleCommon Stock 837 $353.29 $295,703.73
Disclosure

SEC source: 0000920522-22-000027 · wf-form4_164868069145837.xml · nonDerivative · entry 5

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 11,421

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

F5 · price: Represents the weighted average sale price for the number of shares sold. The actual sales prices range between $352.87 and $353.76. 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 29, 2022 Filed Mar 30, 2022 22:51 UTC
Kleiman Angela L.Sr. EVP & COO
SaleCommon Stock 1,261 $352.29 $444,237.69
Disclosure

SEC source: 0000920522-22-000027 · wf-form4_164868069145837.xml · nonDerivative · entry 4

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 12,258

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 $351.86 and $352.73. 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 29, 2022 Filed Mar 30, 2022 22:51 UTC
Kleiman Angela L.Sr. EVP & COO
SaleCommon Stock 800 $351.19 $280,952.00
Disclosure

SEC source: 0000920522-22-000027 · wf-form4_164868069145837.xml · nonDerivative · entry 3

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 13,519

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 $350.66 and $351.57. 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 29, 2022 Filed Mar 30, 2022 22:51 UTC
Kleiman Angela L.Sr. EVP & COO
SaleCommon Stock 100 $349.54 $34,954.00
Disclosure

SEC source: 0000920522-22-000027 · wf-form4_164868069145837.xml · nonDerivative · entry 2

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 14,319

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
March 29, 2022 Filed Mar 30, 2022 22:51 UTC
Kleiman Angela L.Sr. EVP & COO
Exercise / conversionCommon Stock 6,309 $248.70 $1,569,048.30
Disclosure

SEC source: 0000920522-22-000027 · wf-form4_164868069145837.xml · nonDerivative · entry 1

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 14,419

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. Accordingly, the value in excess of such amount, $5.51 per share, was remitted to the issuer by the reporting person in addition to the exercise price of $248.70.

Read SEC document
March 29, 2022 Filed Mar 30, 2022 22:48 UTC
SCHALL MICHAEL JPresident and CEO
Exercise / conversionStock Option (Right to Purchase) · Derivative 12,132 $0.00 Strike: $248.70 $0.00
Disclosure

SEC source: 0000920522-22-000025 · wf-form4_164868047252270.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 · 12,132 shares

Expires 2030-12-01

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
March 29, 2022 Filed Mar 30, 2022 22:48 UTC
SCHALL MICHAEL JPresident and CEO
SaleCommon Stock 12,132 $349.19 $4,236,373.08
Disclosure

SEC source: 0000920522-22-000025 · wf-form4_164868047252270.xml · nonDerivative · entry 2

SCHALL MICHAEL J · CIK 0001198212 · President and CEO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 48,258

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 · price: Represents the weighted average sale price for the number of shares sold. The actual sales prices range between $348.98 and $349.31. 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 29, 2022 Filed Mar 30, 2022 22:48 UTC
SCHALL MICHAEL JPresident and CEO
Exercise / conversionCommon Stock 12,132 $248.70 $3,017,228.40
Disclosure

SEC source: 0000920522-22-000025 · wf-form4_164868047252270.xml · nonDerivative · entry 1

SCHALL MICHAEL J · CIK 0001198212 · President and CEO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 60,390

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. Accordingly, the value in excess of such amount, $0.49 per share, was remitted to the issuer by the reporting person in addition to the exercise price of $248.70.

Read SEC document
March 15, 2022 Filed Mar 16, 2022 20:19 UTC Exercise / conversionStock Option (Right to Purchase) · Derivative 7,329 $0.00 Strike: $229.90 $0.00
Disclosure

SEC source: 0000920522-22-000023 · wf-form4_164746194262776.xml · derivative · entry 8

Johnson Amal M · CIK 0001388397 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 7,329 shares

Expires 2030-05-12

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 15, 2022 Filed Mar 16, 2022 20:19 UTC SaleCommon Stock 89 $339.13 $30,182.57
Disclosure

SEC source: 0000920522-22-000023 · wf-form4_164746194262776.xml · nonDerivative · entry 7

Johnson Amal M · CIK 0001388397 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 1,500

Read SEC document
March 15, 2022 Filed Mar 16, 2022 20:19 UTC SaleCommon Stock 100 $337.17 $33,717.00
Disclosure

SEC source: 0000920522-22-000023 · wf-form4_164746194262776.xml · nonDerivative · entry 6

Johnson Amal M · CIK 0001388397 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 1,589

Read SEC document
March 15, 2022 Filed Mar 16, 2022 20:19 UTC SaleCommon Stock 1,033 $336.13 $347,222.29
Disclosure

SEC source: 0000920522-22-000023 · wf-form4_164746194262776.xml · nonDerivative · entry 5

Johnson Amal M · CIK 0001388397 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 1,689

F5 · price: Represents the weighted average sale price for the number of shares sold. The actual sales prices range between $335.70 and $336.67. 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 15, 2022 Filed Mar 16, 2022 20:19 UTC SaleCommon Stock 3,892 $335.07 $1,304,092.44
Disclosure

SEC source: 0000920522-22-000023 · wf-form4_164746194262776.xml · nonDerivative · entry 4

Johnson Amal M · CIK 0001388397 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 2,722

F4 · price: Represents the weighted average sale price for the number of shares sold. The actual sales prices range between $334.54 and $335.54. 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 15, 2022 Filed Mar 16, 2022 20:19 UTC SaleCommon Stock 1,915 $334.10 $639,801.50
Disclosure

SEC source: 0000920522-22-000023 · wf-form4_164746194262776.xml · nonDerivative · entry 3

Johnson Amal M · CIK 0001388397 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 6,614

F3 · price: Represents the weighted average sale price for the number of shares sold. The actual sales prices range between $333.52 and $334.50. 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 15, 2022 Filed Mar 16, 2022 20:19 UTC SaleCommon Stock 300 $332.87 $99,861.00
Disclosure

SEC source: 0000920522-22-000023 · wf-form4_164746194262776.xml · nonDerivative · entry 2

Johnson Amal M · CIK 0001388397 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 8,529

F2 · price: Represents the weighted average sale price for the number of shares sold. The actual sales prices range between $332.37 and $333.31. 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 15, 2022 Filed Mar 16, 2022 20:19 UTC Exercise / conversionCommon Stock 7,329 $229.90 $1,684,937.10
Disclosure

SEC source: 0000920522-22-000023 · wf-form4_164746194262776.xml · nonDerivative · entry 1

Johnson Amal M · CIK 0001388397 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 8,829

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. Accordingly, the value in excess of such amount, $5.06 per share, was remitted to the issuer by the reporting person in addition to the exercise price of $229.90

Read SEC document
January 20, 2022 Filed Jan 25, 2022 01:16 UTC
SCHALL MICHAEL JPresident and CEO
Tax withholdingCommon Stock 1,574 $335.78 $528,517.72
Disclosure

SEC source: 0000920522-22-000014 · wf-form4_164307339880751.xml · nonDerivative · entry 2

SCHALL MICHAEL J · CIK 0001198212 · President and CEO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 48,258

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 6, 2018.

Read SEC document
January 20, 2022 Filed Jan 25, 2022 01:16 UTC
SCHALL MICHAEL JPresident and CEO
GrantCommon Stock 4,036 $0.00 $0.00
Disclosure

SEC source: 0000920522-22-000014 · wf-form4_164307339880751.xml · nonDerivative · entry 1

SCHALL MICHAEL J · CIK 0001198212 · President and CEO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 49,832

F1 · shares: As determined in January 20, 2022, this amount represents all the remaining restricted stock units originally granted on December 6, 2018 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 6, 2021.

Read SEC document
January 20, 2022 Filed Jan 25, 2022 01:18 UTC
Kleiman Angela L.Sr. EVP & COO
Tax withholdingCommon Stock 1,003 $335.78 $336,787.34
Disclosure

SEC source: 0000920522-22-000015 · wf-form4_164307348132417.xml · nonDerivative · entry 2

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 8,110

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 6, 2018.

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January 20, 2022 Filed Jan 25, 2022 01:18 UTC
Kleiman Angela L.Sr. EVP & COO
GrantCommon Stock 1,996 $0.00 $0.00
Disclosure

SEC source: 0000920522-22-000015 · wf-form4_164307348132417.xml · nonDerivative · entry 1

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 9,113

F1 · shares: As determined in January 20, 2022, this amount represents the restricted stock units originally granted on December 6, 2018 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 6, 2021.

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January 20, 2022 Filed Jan 25, 2022 01:15 UTC
Berry Adam WExecutive Vice President & CIO
Tax withholdingCommon Stock 281 $335.78 $94,354.18
Disclosure

SEC source: 0000920522-22-000013 · wf-form4_164307329709496.xml · nonDerivative · entry 2

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 3,334

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 6, 2018.

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January 20, 2022 Filed Jan 25, 2022 01:15 UTC
Berry Adam WExecutive Vice President & CIO
GrantCommon Stock 753 $0.00 $0.00
Disclosure

SEC source: 0000920522-22-000013 · wf-form4_164307329709496.xml · nonDerivative · entry 1

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 3,615

F1 · shares: As determined in January 20, 2022, this amount represents all the remaining restricted stock units originally granted on December 6, 2018 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 6, 2021.

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January 20, 2022 Filed Jan 25, 2022 01:12 UTC
Farias JohnSenior Vice President and CAO
Tax withholdingCommon Stock 167 $335.78 $56,075.26
Disclosure

SEC source: 0000920522-22-000011 · wf-form4_164307312618954.xml · nonDerivative · entry 2

Farias John · CIK 0001616175 · Senior Vice President and CAO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 947

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 6, 2018.

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January 20, 2022 Filed Jan 25, 2022 01:12 UTC
Farias JohnSenior Vice President and CAO
GrantCommon Stock 295 $0.00 $0.00
Disclosure

SEC source: 0000920522-22-000011 · wf-form4_164307312618954.xml · nonDerivative · entry 1

Farias John · CIK 0001616175 · Senior Vice President and CAO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 1,114

F1 · shares: As determined in January 20, 2022, this amount represents all the remaining restricted stock units originally granted on December 6, 2018 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 6, 2021.

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January 20, 2022 Filed Jan 25, 2022 01:08 UTC
Pak BarbaraExecutive Vice President & CFO
Tax withholdingCommon Stock 90 $335.78 $30,220.20
Disclosure

SEC source: 0000920522-22-000009 · wf-form4_164307288787614.xml · nonDerivative · entry 2

Pak Barbara · CIK 0001838424 · Executive Vice President & CFO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 2,321

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 6, 2018.

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January 20, 2022 Filed Jan 25, 2022 01:08 UTC
Pak BarbaraExecutive Vice President & CFO
GrantCommon Stock 216 $0.00 $0.00
Disclosure

SEC source: 0000920522-22-000009 · wf-form4_164307288787614.xml · nonDerivative · entry 1

Pak Barbara · CIK 0001838424 · Executive Vice President & CFO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 2,411

F1 · shares: As determined in January 20, 2022, this amount represents all the remaining restricted stock units originally granted on December 6, 2018 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 6, 2021.

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January 03, 2022 Filed Jan 4, 2022 22:33 UTC GrantStock Option (Right to Purchase) · Derivative 2,295 $0.00 Strike: $353.86 $0.00
Disclosure

SEC source: 0000920522-22-000002 · wf-form4_164133559141860.xml · derivative · entry 1

GUERICKE KEITH R · CIK 0001198329 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 2,295

Underlying: Common Stock · 2,295 shares

Expires 2031-01-03

F1 · security: Stock options are fully vested and exercisable as of the grant date of January 3, 2022, 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.

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December 21, 2021 Filed Dec 23, 2021 00:42 UTC Exercise / conversionStock Option (Right to Purchase) · Derivative 13,436 $0.00 Strike: $229.90 $0.00
Disclosure

SEC source: 0000920522-21-000095 · wf-form4_164022015685309.xml · derivative · entry 12

MARCUS GEORGE M · CIK 0000939706 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 13,436 shares

Expires 2030-05-12

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.

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December 21, 2021 Filed Dec 23, 2021 00:42 UTC Exercise / conversionStock Option (Right to Purchase) · Derivative 8,012 $0.00 Strike: $282.58 $0.00
Disclosure

SEC source: 0000920522-21-000095 · wf-form4_164022015685309.xml · derivative · entry 11

MARCUS GEORGE M · CIK 0000939706 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 8,012 shares

Expires 2029-05-14

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.

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December 21, 2021 Filed Dec 23, 2021 00:42 UTC Exercise / conversionStock Option (Right to Purchase) · Derivative 7,000 $0.00 Strike: $224.05 $0.00
Disclosure

SEC source: 0000920522-21-000095 · wf-form4_164022015685309.xml · derivative · entry 10

MARCUS GEORGE M · CIK 0000939706 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 7,000 shares

Expires 2025-05-19

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.

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December 21, 2021 Filed Dec 23, 2021 00:42 UTC Exercise / conversionStock Option (Right to Purchase) · Derivative 3,265 $0.00 Strike: $164.76 $0.00
Disclosure

SEC source: 0000920522-21-000095 · wf-form4_164022015685309.xml · derivative · entry 9

MARCUS GEORGE M · CIK 0000939706 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 3,265 shares

Expires 2023-05-14

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

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