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NYSE · USD

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

Latest available

Insider transactions

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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 21, 2021 Filed Dec 23, 2021 00:42 UTC Exercise / conversionStock Option (Right to Purchase) · Derivative 4,630 $0.00 Strike: $233.78 $0.00
Disclosure

SEC source: 0000920522-21-000095 · wf-form4_164022015685309.xml · derivative · entry 8

MARCUS GEORGE M · CIK 0000939706 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 4,630 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.

Read SEC document
December 21, 2021 Filed Dec 23, 2021 00:42 UTC Exercise / conversionStock Option (Right to Purchase) · Derivative 5,471 $0.00 Strike: $179.48 $0.00
Disclosure

SEC source: 0000920522-21-000095 · wf-form4_164022015685309.xml · derivative · entry 7

MARCUS GEORGE M · CIK 0000939706 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 5,471 shares

Expires 2024-06-10

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

Read SEC document
December 21, 2021 Filed Dec 23, 2021 00:42 UTC Exercise / conversionCommon Stock 13,436 $229.90 $3,088,936.40
Disclosure

SEC source: 0000920522-21-000095 · wf-form4_164022015685309.xml · nonDerivative · entry 6

MARCUS GEORGE M · CIK 0000939706 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 173,959

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.

F4 · 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, $9.53 per share, is payable to the issuer by the reporting person in addition to the exercise price of $229.90.

Read SEC document
December 21, 2021 Filed Dec 23, 2021 00:42 UTC Exercise / conversionCommon Stock 8,012 $282.58 $2,264,030.96
Disclosure

SEC source: 0000920522-21-000095 · wf-form4_164022015685309.xml · nonDerivative · entry 5

MARCUS GEORGE M · CIK 0000939706 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 160,523

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.

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

Read SEC document
December 21, 2021 Filed Dec 23, 2021 00:42 UTC Exercise / conversionCommon Stock 7,000 $224.05 $1,568,350.00
Disclosure

SEC source: 0000920522-21-000095 · wf-form4_164022015685309.xml · nonDerivative · entry 4

MARCUS GEORGE M · CIK 0000939706 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 152,511

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 · 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, $15.38 per share, is payable to the issuer by the reporting person in addition to the exercise price of $224.05.

Read SEC document
December 21, 2021 Filed Dec 23, 2021 00:42 UTC Exercise / conversionCommon Stock 3,265 $164.76 $537,941.40
Disclosure

SEC source: 0000920522-21-000095 · wf-form4_164022015685309.xml · nonDerivative · entry 3

MARCUS GEORGE M · CIK 0000939706 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 145,511

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, $74.67 per share, is payable to the issuer by the reporting person in addition to the exercise price of $164.76.

Read SEC document
December 21, 2021 Filed Dec 23, 2021 00:42 UTC Exercise / conversionCommon Stock 4,630 $233.78 $1,082,401.40
Disclosure

SEC source: 0000920522-21-000095 · wf-form4_164022015685309.xml · nonDerivative · entry 2

MARCUS GEORGE M · CIK 0000939706 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 142,246

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
December 21, 2021 Filed Dec 23, 2021 00:42 UTC Exercise / conversionCommon Stock 5,471 $179.48 $981,935.08
Disclosure

SEC source: 0000920522-21-000095 · wf-form4_164022015685309.xml · nonDerivative · entry 1

MARCUS GEORGE M · CIK 0000939706 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 137,616

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
December 13, 2021 Filed Dec 14, 2021 21:32 UTC
Berry Adam WExecutive Vice President & CIO
Exercise / conversionStock Option (Right to Purchase) · Derivative 3,235 $0.00 Strike: $248.70 $0.00
Disclosure

SEC source: 0000920522-21-000093 · wf-form4_163951751904329.xml · derivative · entry 3

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 3,235 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.

Read SEC document
December 13, 2021 Filed Dec 14, 2021 21:32 UTC
Berry Adam WExecutive Vice President & CIO
SaleCommon Stock 3,235 $352.95 $1,141,793.25
Disclosure

SEC source: 0000920522-21-000093 · wf-form4_163951751904329.xml · nonDerivative · entry 2

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 2,863

F2 · price: Represents the weighted average sale price for the number of shares sold. The actual sales prices range from $352.84 and $353.13. Detailed information on the exact number of shares sold at each sale price can be obtained from the issuer upon request.

Read SEC document
December 13, 2021 Filed Dec 14, 2021 21:32 UTC
Berry Adam WExecutive Vice President & CIO
Exercise / conversionCommon Stock 3,235 $248.70 $804,544.50
Disclosure

SEC source: 0000920522-21-000093 · wf-form4_163951751904329.xml · nonDerivative · entry 1

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 6,098

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, $4.25 per share, was remitted to the issuer by the reporting person in addition to the exercise price of $248.70.

Read SEC document
December 08, 2021 Filed Dec 9, 2021 21:42 UTC
Farias JohnSenior Vice President and CAO
Exercise / conversionStock Option (Right to Purchase) · Derivative 1,617 $0.00 Strike: $248.70 $0.00
Disclosure

SEC source: 0000920522-21-000091 · wf-form4_163908616431118.xml · derivative · entry 3

Farias John · CIK 0001616175 · Senior Vice President and CAO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 1,617 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.

Read SEC document
December 08, 2021 Filed Dec 9, 2021 21:42 UTC
Farias JohnSenior Vice President and CAO
SaleCommon Stock 1,617 $348.70 $563,847.90
Disclosure

SEC source: 0000920522-21-000091 · wf-form4_163908616431118.xml · nonDerivative · entry 2

Farias John · CIK 0001616175 · Senior Vice President and CAO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 819

Read SEC document
December 08, 2021 Filed Dec 9, 2021 21:42 UTC
Farias JohnSenior Vice President and CAO
Exercise / conversionCommon Stock 1,617 $248.70 $402,147.90
Disclosure

SEC source: 0000920522-21-000091 · wf-form4_163908616431118.xml · nonDerivative · entry 1

Farias John · CIK 0001616175 · Senior Vice President and CAO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 2,436

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 option's terms, the maximum value that the reporting person could receive is $100 per share.

Read SEC document
December 08, 2021 Filed Dec 9, 2021 21:36 UTC
Pak BarbaraExecutive Vice President & CFO
Exercise / conversionStock Option (Right to Purchase) · Derivative 5,257 $0.00 Strike: $248.70 $0.00
Disclosure

SEC source: 0000920522-21-000089 · wf-form4_163908574796022.xml · derivative · entry 3

Pak Barbara · CIK 0001838424 · Executive Vice President & CFO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 5,257 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.

Read SEC document
December 08, 2021 Filed Dec 9, 2021 21:36 UTC
Pak BarbaraExecutive Vice President & CFO
SaleCommon Stock 5,257 $348.00 $1,829,436.00
Disclosure

SEC source: 0000920522-21-000089 · wf-form4_163908574796022.xml · nonDerivative · entry 2

Pak Barbara · CIK 0001838424 · Executive Vice President & CFO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 2,195

Read SEC document
December 08, 2021 Filed Dec 9, 2021 21:36 UTC
Pak BarbaraExecutive Vice President & CFO
Exercise / conversionCommon Stock 5,257 $248.70 $1,307,415.90
Disclosure

SEC source: 0000920522-21-000089 · wf-form4_163908574796022.xml · nonDerivative · entry 1

Pak Barbara · CIK 0001838424 · Executive Vice President & CFO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 7,452

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 option's terms, the maximum value that the reporting person could receive is $100 per share.

Read SEC document
November 30, 2021 Filed Dec 3, 2021 00:20 UTC
Farias JohnSenior Vice President and CAO
GrantStock Option (Right to Purchase) · Derivative 2,685 $0.00 Strike: $339.44 $0.00
Disclosure

SEC source: 0000920522-21-000087 · wf-form4_163849080080436.xml · derivative · entry 1

Farias John · CIK 0001616175 · Senior Vice President and CAO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 2,685

Underlying: Common Stock · 2,685 shares

Expires 2031-11-29

F1 · security: 1/3 of these options vest on each anniversary starting on November 30, 2022, and ending on November 30, 2024. Stock options are subject to a $100 cap upon exercise.

Read SEC document
November 30, 2021 Filed Dec 3, 2021 00:17 UTC
Pak BarbaraExecutive Vice President & CFO
GrantStock Option (Right to Purchase) · Derivative 9,236 $0.00 Strike: $339.44 $0.00
Disclosure

SEC source: 0000920522-21-000085 · wf-form4_163849061862254.xml · derivative · entry 1

Pak Barbara · CIK 0001838424 · Executive Vice President & CFO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 9,236

Underlying: Common Stock · 9,236 shares

Expires 2031-11-29

F1 · security: 1/3 of these options vest on each anniversary starting on November 30, 2022, and ending on November 30, 2024. Stock options are subject to a $100 cap upon exercise.

Read SEC document
November 30, 2021 Filed Dec 3, 2021 00:13 UTC
Berry Adam WExecutive Vice President & CIO
GrantStock Option (Right to Purchase) · Derivative 7,732 $0.00 Strike: $339.44 $0.00
Disclosure

SEC source: 0000920522-21-000083 · wf-form4_163849036463317.xml · derivative · entry 1

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 7,732

Underlying: Common Stock · 7,732 shares

Expires 2031-11-29

F1 · security: 1/3 of these options vest on each anniversary starting on November 30, 2022, and ending on November 30, 2024. Stock options are subject to a $100 cap upon exercise.

Read SEC document
November 30, 2021 Filed Dec 3, 2021 00:09 UTC
Kleiman Angela L.Sr. EVP & COO
GrantStock Option (Right to Purchase) · Derivative 14,391 $0.00 Strike: $339.44 $0.00
Disclosure

SEC source: 0000920522-21-000081 · wf-form4_163849018193244.xml · derivative · entry 1

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 14,391

Underlying: Common Stock · 14,391 shares

Expires 2031-11-29

F1 · security: 1/3 of these options vest on each anniversary starting on November 30, 2022, and ending on November 30, 2024. Stock options are subject to a $100 cap upon exercise.

Read SEC document
November 30, 2021 Filed Dec 3, 2021 00:06 UTC
SCHALL MICHAEL JPresident and CEO
GrantStock Option (Right to Purchase) · Derivative 28,995 $0.00 Strike: $339.44 $0.00
Disclosure

SEC source: 0000920522-21-000079 · wf-form4_163848999823273.xml · derivative · entry 1

SCHALL MICHAEL J · CIK 0001198212 · President and CEO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 28,995

Underlying: Common Stock · 28,995 shares

Expires 2031-11-29

F1 · security: 1/3 of these options vest on each anniversary starting on November 30, 2022, and ending on November 30, 2024. Stock options are subject to a $100 cap upon exercise.

Read SEC document
November 24, 2021 Filed Nov 26, 2021 17:42 UTC Exercise / conversionStock Option (Right to Purchase) · Derivative 2,412 $0.00 Strike: $254.33 $0.00
Disclosure

SEC source: 0000920522-21-000077 · wf-form4_163794850474533.xml · derivative · entry 3

LYONS IRVING F III · CIK 0001202433 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 2,412 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.

Read SEC document
November 24, 2021 Filed Nov 26, 2021 17:42 UTC SaleCommon Stock 2,412 $354.33 $854,643.96
Disclosure

SEC source: 0000920522-21-000077 · wf-form4_163794850474533.xml · nonDerivative · entry 2

LYONS IRVING F III · CIK 0001202433 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 7,872

Read SEC document
November 24, 2021 Filed Nov 26, 2021 17:42 UTC Exercise / conversionCommon Stock 2,412 $254.33 $613,443.96
Disclosure

SEC source: 0000920522-21-000077 · wf-form4_163794850474533.xml · nonDerivative · entry 1

LYONS IRVING F III · CIK 0001202433 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 10,284

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

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

Read SEC document
October 28, 2021 Filed Oct 29, 2021 23:06 UTC
SCHALL MICHAEL JPresident and CEO
Exercise / conversionStock Option (Right to Purchase) · Derivative 31,362 $0.00 Strike: $240.61 $0.00
Disclosure

SEC source: 0000920522-21-000073 · wf-form4_163554876459727.xml · derivative · entry 10

SCHALL MICHAEL J · CIK 0001198212 · President and CEO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 31,362 shares

Expires 2027-12-07

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
October 28, 2021 Filed Oct 29, 2021 23:06 UTC
SCHALL MICHAEL JPresident and CEO
SaleCommon Stock 400 $346.99 $138,796.00
Disclosure

SEC source: 0000920522-21-000073 · wf-form4_163554876459727.xml · nonDerivative · entry 8

SCHALL MICHAEL J · CIK 0001198212 · President and CEO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 42,616

F8 · price: Represents the weighted average sale price for the number of shares sold. The actual sales prices range between $346.88 and $347.10. Detailed information on the exact number of shares sold at each sale price can be obtained from the issuer upon request.

Read SEC document
October 28, 2021 Filed Oct 29, 2021 23:06 UTC
SCHALL MICHAEL JPresident and CEO
SaleCommon Stock 1,561 $346.01 $540,121.61
Disclosure

SEC source: 0000920522-21-000073 · wf-form4_163554876459727.xml · nonDerivative · entry 7

SCHALL MICHAEL J · CIK 0001198212 · President and CEO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 43,016

F7 · price: Represents the weighted average sale price for the number of shares sold. The actual sales prices range between $345.69 and $346.56. Detailed information on the exact number of shares sold at each sale price can be obtained from the issuer upon request.

Read SEC document
October 28, 2021 Filed Oct 29, 2021 23:06 UTC
SCHALL MICHAEL JPresident and CEO
SaleCommon Stock 2,727 $344.92 $940,596.84
Disclosure

SEC source: 0000920522-21-000073 · wf-form4_163554876459727.xml · nonDerivative · entry 6

SCHALL MICHAEL J · CIK 0001198212 · President and CEO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 44,577

F6 · price: Represents the weighted average sale price for the number of shares sold. The actual sales prices range between $344.68 and $345.65. Detailed information on the exact number of shares sold at each sale price can be obtained from the issuer upon request.

Read SEC document
October 28, 2021 Filed Oct 29, 2021 23:06 UTC
SCHALL MICHAEL JPresident and CEO
SaleCommon Stock 12,236 $344.29 $4,212,732.44
Disclosure

SEC source: 0000920522-21-000073 · wf-form4_163554876459727.xml · nonDerivative · entry 5

SCHALL MICHAEL J · CIK 0001198212 · President and CEO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 47,304

F5 · price: Represents the weighted average sale price for the number of shares sold. The actual sales prices range between $343.67 and $344.67. Detailed information on the exact number of shares sold at each sale price can be obtained from the issuer upon request.

Read SEC document
October 28, 2021 Filed Oct 29, 2021 23:06 UTC
SCHALL MICHAEL JPresident and CEO
SaleCommon Stock 6,916 $343.16 $2,373,294.56
Disclosure

SEC source: 0000920522-21-000073 · wf-form4_163554876459727.xml · nonDerivative · entry 4

SCHALL MICHAEL J · CIK 0001198212 · President and CEO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 59,540

F4 · price: Represents the weighted average sale price for the number of shares sold. The actual sales prices range between $342.66 and $343.63. Detailed information on the exact number of shares sold at each sale price can be obtained from the issuer upon request.

Read SEC document
October 28, 2021 Filed Oct 29, 2021 23:06 UTC
SCHALL MICHAEL JPresident and CEO
SaleCommon Stock 6,018 $342.44 $2,060,803.92
Disclosure

SEC source: 0000920522-21-000073 · wf-form4_163554876459727.xml · nonDerivative · entry 3

SCHALL MICHAEL J · CIK 0001198212 · President and CEO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 66,456

F3 · price: Represents the weighted average sale price for the number of shares sold. The actual sales prices range between $341.65 and $342.65. Detailed information on the exact number of shares sold at each sale price can be obtained from the issuer upon request.

Read SEC document
October 28, 2021 Filed Oct 29, 2021 23:06 UTC
SCHALL MICHAEL JPresident and CEO
SaleCommon Stock 1,504 $341.31 $513,330.24
Disclosure

SEC source: 0000920522-21-000073 · wf-form4_163554876459727.xml · nonDerivative · entry 2

SCHALL MICHAEL J · CIK 0001198212 · President and CEO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 72,474

F2 · price: Represents the weighted average sale price for the number of shares sold. The actual sales prices range between $340.61 and $341.60. Detailed information on the exact number of shares sold at each sale price can be obtained from the issuer upon request

Read SEC document
October 28, 2021 Filed Oct 29, 2021 23:06 UTC
SCHALL MICHAEL JPresident and CEO
Exercise / conversionCommon Stock 31,362 $240.61 $7,546,010.82
Disclosure

SEC source: 0000920522-21-000073 · wf-form4_163554876459727.xml · nonDerivative · entry 1

SCHALL MICHAEL J · CIK 0001198212 · President and CEO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 73,978

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, $3.11 per share, was remitted to the issuer by the reporting person in addition to the exercise price of $240.61.

Read SEC document
October 27, 2021 Filed Oct 28, 2021 23:53 UTC
Berry Adam WExecutive Vice President & CIO
Exercise / conversionStock Option (Right to Purchase) · Derivative 11,985 $0.00 Strike: $240.61 $0.00
Disclosure

SEC source: 0000920522-21-000071 · wf-form4_163546521728440.xml · derivative · entry 7

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 11,985 shares

Expires 2027-12-07

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
October 27, 2021 Filed Oct 28, 2021 23:53 UTC
Berry Adam WExecutive Vice President & CIO
SaleCommon Stock 200 $344.82 $68,964.00
Disclosure

SEC source: 0000920522-21-000071 · wf-form4_163546521728440.xml · nonDerivative · entry 6

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 2,863

F6 · price: Represents the weighted average sale price for the number of shares sold. The actual sales prices range between $344.81 and $344.82. Detailed information on the exact number of shares sold at each sale price can be obtained from the issuer upon request.

Read SEC document
October 27, 2021 Filed Oct 28, 2021 23:53 UTC
Berry Adam WExecutive Vice President & CIO
SaleCommon Stock 875 $344.24 $301,210.00
Disclosure

SEC source: 0000920522-21-000071 · wf-form4_163546521728440.xml · nonDerivative · entry 5

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 3,063

F5 · price: Represents the weighted average sale price for the number of shares sold. The actual sales prices range between $343.80 and $344.71. Detailed information on the exact number of shares sold at each sale price can be obtained from the issuer upon request.

Read SEC document
October 27, 2021 Filed Oct 28, 2021 23:53 UTC
Berry Adam WExecutive Vice President & CIO
SaleCommon Stock 2,608 $342.94 $894,387.52
Disclosure

SEC source: 0000920522-21-000071 · wf-form4_163546521728440.xml · nonDerivative · entry 4

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 3,938

F4 · price: Represents the weighted average sale price for the number of shares sold. The actual sales prices range between $342.64 and $343.58. Detailed information on the exact number of shares sold at each sale price can be obtained from the issuer upon request.

Read SEC document
October 27, 2021 Filed Oct 28, 2021 23:53 UTC
Berry Adam WExecutive Vice President & CIO
SaleCommon Stock 6,802 $342.11 $2,327,032.22
Disclosure

SEC source: 0000920522-21-000071 · wf-form4_163546521728440.xml · nonDerivative · entry 3

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 6,546

F3 · price: Represents the weighted average sale price for the number of shares sold. The actual sales prices range between $341.63 and $342.60. Detailed information on the exact number of shares sold at each sale price can be obtained from the issuer upon request.

Read SEC document
October 27, 2021 Filed Oct 28, 2021 23:53 UTC
Berry Adam WExecutive Vice President & CIO
SaleCommon Stock 1,500 $341.34 $512,010.00
Disclosure

SEC source: 0000920522-21-000071 · wf-form4_163546521728440.xml · nonDerivative · entry 2

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 13,348

F2 · price: Represents the weighted average sale price for the number of shares sold. The actual sales prices range between $340.61 and $341.54. 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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October 27, 2021 Filed Oct 28, 2021 23:53 UTC
Berry Adam WExecutive Vice President & CIO
Exercise / conversionCommon Stock 11,985 $240.61 $2,883,710.85
Disclosure

SEC source: 0000920522-21-000071 · wf-form4_163546521728440.xml · nonDerivative · entry 1

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 14,848

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, $1.78 per share, was remitted to the issuer by the reporting person in addition to the exercise price of $240.61.

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October 27, 2021 Filed Oct 28, 2021 23:50 UTC
Kleiman Angela L.Sr. EVP & COO
Exercise / conversionStock Option (Right to Purchase) · Derivative 17,249 $0.00 Strike: $240.61 $0.00
Disclosure

SEC source: 0000920522-21-000069 · wf-form4_163546500963344.xml · derivative · entry 6

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 17,249 shares

Expires 2027-12-07

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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October 27, 2021 Filed Oct 28, 2021 23:50 UTC
Kleiman Angela L.Sr. EVP & COO
SaleCommon Stock 803 $344.21 $276,400.63
Disclosure

SEC source: 0000920522-21-000069 · wf-form4_163546500963344.xml · nonDerivative · entry 5

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 7,117

F5 · price: Represents the weighted average sale price for the number of shares sold. The actual sales prices range between $343.77 and $344.91. 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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October 27, 2021 Filed Oct 28, 2021 23:50 UTC
Kleiman Angela L.Sr. EVP & COO
SaleCommon Stock 1,123 $343.01 $385,200.23
Disclosure

SEC source: 0000920522-21-000069 · wf-form4_163546500963344.xml · nonDerivative · entry 4

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 7,920

F4 · price: Represents the weighted average sale price for the number of shares sold. The actual sale prices range between $342.68 and $343.59. 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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October 27, 2021 Filed Oct 28, 2021 23:50 UTC
Kleiman Angela L.Sr. EVP & COO
SaleCommon Stock 3,226 $342.15 $1,103,775.90
Disclosure

SEC source: 0000920522-21-000069 · wf-form4_163546500963344.xml · nonDerivative · entry 3

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 9,043

F3 · price: Represents the weighted average sale price for the number of shares sold. The actual sales prices range between $341.66 and $342.65. 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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October 27, 2021 Filed Oct 28, 2021 23:50 UTC
Kleiman Angela L.Sr. EVP & COO
SaleCommon Stock 12,097 $341.44 $4,130,399.68
Disclosure

SEC source: 0000920522-21-000069 · wf-form4_163546500963344.xml · nonDerivative · entry 2

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 12,269

F2 · price: Represents the weighted average sale price for the number of shares sold. The actual sales prices range between $340.60 and $341.50. 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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October 27, 2021 Filed Oct 28, 2021 23:50 UTC
Kleiman Angela L.Sr. EVP & COO
Exercise / conversionCommon Stock 17,249 $240.61 $4,150,281.89
Disclosure

SEC source: 0000920522-21-000069 · wf-form4_163546500963344.xml · nonDerivative · entry 1

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 24,366

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, $1.19 per share, was remitted to the issuer by the reporting person in addition to the exercise price of $240.61.

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October 27, 2021 Filed Oct 28, 2021 23:33 UTC
Farias JohnSenior Vice President and CAO
Exercise / conversionStock Option (Right to Purchase) · Derivative 5,040 $0.00 Strike: $240.61 $0.00
Disclosure

SEC source: 0000920522-21-000067 · wf-form4_163546400372619.xml · derivative · entry 3

Farias John · CIK 0001616175 · Senior Vice President and CAO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 5,040 shares

Expires 2027-12-07

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
October 27, 2021 Filed Oct 28, 2021 23:33 UTC
Farias JohnSenior Vice President and CAO
SaleCommon Stock 5,040 $340.61 $1,716,674.40
Disclosure

SEC source: 0000920522-21-000067 · wf-form4_163546400372619.xml · nonDerivative · entry 2

Farias John · CIK 0001616175 · Senior Vice President and CAO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 819

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October 27, 2021 Filed Oct 28, 2021 23:33 UTC
Farias JohnSenior Vice President and CAO
Exercise / conversionCommon Stock 5,040 $240.61 $1,212,674.40
Disclosure

SEC source: 0000920522-21-000067 · wf-form4_163546400372619.xml · nonDerivative · entry 1

Farias John · CIK 0001616175 · Senior Vice President and CAO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 5,859

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 option's terms, the maximum value that the reporting person could receive is $100 per share.

Read SEC document

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