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
| Month | Purchases | Sales |
|---|---|---|
| Nov 2025 | 0 | 0 |
| Dec 2025 | 0 | 0 |
| Jan 2026 | 0 | 0 |
| Feb 2026 | 0 | 0 |
| Mar 2026 | 0 | 0 |
| Apr 2026 | 0 | 0 |
| May 2026 | 0 | 1 |
| Jun 2026 | 0 | 0 |
| Jul 2026 | 0 | 0 |
| Aug 2026 | 0 | 0 |
| Sep 2026 | 0 | 0 |
| Oct 2026 | 0 | 0 |
Latest available
Insider transactions
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 date | Owner / reported role | Activity / security | Shares / units | Reported price | Reported value | Details |
|---|---|---|---|---|---|---|
| September 09, 2021 Filed Sep 10, 2021 23:20 UTC |
ROBINSON THOMAS EDirector
|
Exercise / conversionStock Option (Right to Purchase) · Derivative | 7,329 | $0.00 Strike: $229.90 | $0.00 |
DisclosureSEC source: 0000920522-21-000062 · wf-form4_163131600398875.xml · derivative · entry 4 ROBINSON THOMAS E · CIK 0001227889 · 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 |
| September 09, 2021 Filed Sep 10, 2021 23:20 UTC |
ROBINSON THOMAS EDirector
|
SaleCommon Stock | 421 | $331.22 | $139,445.30 |
DisclosureSEC source: 0000920522-21-000062 · wf-form4_163131600398875.xml · nonDerivative · entry 3 ROBINSON THOMAS E · CIK 0001227889 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,545 F3 · price: Represents the weighted average sale price for the number of shares sold. The actual sales prices range between $331.16 and $331.29. Detailed information on the exact number of shares sold at each sale price can be obtained from the issuer upon request. Read SEC document |
| September 09, 2021 Filed Sep 10, 2021 23:20 UTC |
ROBINSON THOMAS EDirector
|
SaleCommon Stock | 6,908 | $330.73 | $2,284,689.75 |
DisclosureSEC source: 0000920522-21-000062 · wf-form4_163131600398875.xml · nonDerivative · entry 2 ROBINSON THOMAS E · CIK 0001227889 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,966 F2 · price: Represents the weighted average sale price for the number of shares sold. The actual sales prices range between $330.15 and $331.135. Detailed information on the exact number of shares sold at each sale price can be obtained from the issuer upon request. Read SEC document |
| September 09, 2021 Filed Sep 10, 2021 23:20 UTC |
ROBINSON THOMAS EDirector
|
Exercise / conversionCommon Stock | 7,329 | $229.90 | $1,684,937.10 |
DisclosureSEC source: 0000920522-21-000062 · wf-form4_163131600398875.xml · nonDerivative · entry 1 ROBINSON THOMAS E · CIK 0001227889 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,874 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, $0.86 per share, was remitted to the issuer by the reporting person in addition to the exercise price of $229.90. Read SEC document |
| August 31, 2021 Filed Sep 1, 2021 23:20 UTC |
ROBINSON THOMAS EDirector
|
Exercise / conversionStock Option (Right to Purchase) · Derivative | 2,500 | $0.00 Strike: $224.05 | $0.00 |
DisclosureSEC source: 0001227889-21-000006 · wf-form4_163053844402954.xml · derivative · entry 3 ROBINSON THOMAS E · CIK 0001227889 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 2,500 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. Read SEC document |
| August 31, 2021 Filed Sep 1, 2021 23:20 UTC |
ROBINSON THOMAS EDirector
|
SaleCommon Stock | 2,500 | $329.30 | $823,237.50 |
DisclosureSEC source: 0001227889-21-000006 · wf-form4_163053844402954.xml · nonDerivative · entry 2 ROBINSON THOMAS E · CIK 0001227889 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,545 Read SEC document |
| August 31, 2021 Filed Sep 1, 2021 23:20 UTC |
ROBINSON THOMAS EDirector
|
Exercise / conversionCommon Stock | 2,500 | $224.05 | $560,125.00 |
DisclosureSEC source: 0001227889-21-000006 · wf-form4_163053844402954.xml · nonDerivative · entry 1 ROBINSON THOMAS E · CIK 0001227889 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,045 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 option, the maximum value that the reporting person could receive is $100 per share. Accordingly, the value in excess of such amount, $5.25 per share, was remitted to the Issuer by the reporting person in addition to the exercise price of $224.05. Read SEC document |
| August 03, 2021 Filed Aug 4, 2021 23:02 UTC |
SCHALL MICHAEL JPresident and CEO
|
GiftCommon Stock | 1,500 | $0.00 | $0.00 |
DisclosureSEC source: 0000920522-21-000053 · wf-form4_162811815784062.xml · nonDerivative · entry 1 SCHALL MICHAEL J · CIK 0001198212 · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 42,616 Read SEC document |
| August 02, 2021 Filed Aug 4, 2021 00:21 UTC |
SCORDELIS BYRON ADirector
|
Exercise / conversionStock Option (Right to Purchase) · Derivative | 7,329 | $0.00 Strike: $229.90 | $0.00 |
DisclosureSEC source: 0000920522-21-000051 · wf-form4_162803644501444.xml · derivative · entry 6 SCORDELIS BYRON A · CIK 0001189059 · 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 |
| August 02, 2021 Filed Aug 4, 2021 00:21 UTC |
SCORDELIS BYRON ADirector
|
Exercise / conversionStock Option (Right to Purchase) · Derivative | 2,083 | $0.00 Strike: $233.78 | $0.00 |
DisclosureSEC source: 0000920522-21-000051 · wf-form4_162803644501444.xml · derivative · entry 5 SCORDELIS BYRON A · CIK 0001189059 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 2,083 shares Expires 2028-05-15 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| August 02, 2021 Filed Aug 4, 2021 00:21 UTC |
SCORDELIS BYRON ADirector
|
SaleCommon Stock | 7,329 | $329.00 | $2,411,241.00 |
DisclosureSEC source: 0000920522-21-000051 · wf-form4_162803644501444.xml · nonDerivative · entry 4 SCORDELIS BYRON A · CIK 0001189059 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,925 Read SEC document |
| August 02, 2021 Filed Aug 4, 2021 00:21 UTC |
SCORDELIS BYRON ADirector
|
Exercise / conversionCommon Stock | 7,329 | $229.90 | $1,684,937.10 |
DisclosureSEC source: 0000920522-21-000051 · wf-form4_162803644501444.xml · nonDerivative · entry 3 SCORDELIS BYRON A · CIK 0001189059 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,254 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 |
| August 02, 2021 Filed Aug 4, 2021 00:21 UTC |
SCORDELIS BYRON ADirector
|
SaleCommon Stock | 2,083 | $333.00 | $693,639.00 |
DisclosureSEC source: 0000920522-21-000051 · wf-form4_162803644501444.xml · nonDerivative · entry 2 SCORDELIS BYRON A · CIK 0001189059 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,925 Read SEC document |
| August 02, 2021 Filed Aug 4, 2021 00:21 UTC |
SCORDELIS BYRON ADirector
|
Exercise / conversionCommon Stock | 2,083 | $233.78 | $486,963.74 |
DisclosureSEC source: 0000920522-21-000051 · wf-form4_162803644501444.xml · nonDerivative · entry 1 SCORDELIS BYRON A · CIK 0001189059 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,008 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 |
| July 20, 2021 Filed Jul 21, 2021 20:55 UTC |
LYONS IRVING F IIIDirector
|
Exercise / conversionStock Option (Right to Purchase) · Derivative | 7,329 | $0.00 Strike: $229.90 | $0.00 |
DisclosureSEC source: 0000920522-21-000046 · wf-form4_162690091902662.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 · 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. 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 |
| July 20, 2021 Filed Jul 21, 2021 20:55 UTC |
LYONS IRVING F IIIDirector
|
SaleCommon Stock | 7,329 | $329.90 | $2,417,837.10 |
DisclosureSEC source: 0000920522-21-000046 · wf-form4_162690091902662.xml · nonDerivative · entry 2 LYONS IRVING F III · CIK 0001202433 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,872 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 |
| July 20, 2021 Filed Jul 21, 2021 20:55 UTC |
LYONS IRVING F IIIDirector
|
Exercise / conversionCommon Stock | 7,329 | $229.90 | $1,684,937.10 |
DisclosureSEC source: 0000920522-21-000046 · wf-form4_162690091902662.xml · nonDerivative · entry 1 LYONS IRVING F III · CIK 0001202433 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,201 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 option's terms, the maximum value that the reporting person could receive is $100 per share. Read SEC document |
| July 14, 2021 Filed Jul 16, 2021 16:59 UTC |
LYONS IRVING F IIIDirector
|
Exercise / conversionStock Option (Right to Purchase) · Derivative | 2,609 | $0.00 Strike: $224.28 | $0.00 |
DisclosureSEC source: 0000920522-21-000043 · wf-form4_162645474151868.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 · 2,609 shares Expires 2026-05-17 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 |
| July 14, 2021 Filed Jul 16, 2021 16:59 UTC |
LYONS IRVING F IIIDirector
|
SaleCommon Stock | 2,609 | $324.28 | $846,046.52 |
DisclosureSEC source: 0000920522-21-000043 · wf-form4_162645474151868.xml · nonDerivative · entry 2 LYONS IRVING F III · CIK 0001202433 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,872 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 |
| July 14, 2021 Filed Jul 16, 2021 16:59 UTC |
LYONS IRVING F IIIDirector
|
Exercise / conversionCommon Stock | 2,609 | $224.28 | $585,146.52 |
DisclosureSEC source: 0000920522-21-000043 · wf-form4_162645474151868.xml · nonDerivative · entry 1 LYONS IRVING F III · CIK 0001202433 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,481 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 option's terms, the maximum value that the reporting person could receive is $125 per share. Read SEC document |
| May 12, 2021 Filed May 21, 2021 16:34 UTC |
ROBINSON THOMAS EDirector
|
Exercise / conversionStock Option (Right to Purchase) · Derivative | 2,838 | $0.00 Strike: $179.48 | $0.00 |
DisclosureSEC source: 0000920522-21-000037 · wf-form4_162161484703769.xml · derivative · entry 3 ROBINSON THOMAS E · CIK 0001227889 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 2,838 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 |
| May 12, 2021 Filed May 21, 2021 16:34 UTC |
ROBINSON THOMAS EDirector
|
SaleCommon Stock | 2,838 | $280.32 | $795,548.16 |
DisclosureSEC source: 0000920522-21-000037 · wf-form4_162161484703769.xml · nonDerivative · entry 2 ROBINSON THOMAS E · CIK 0001227889 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,545 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, $0.84 per share, was remitted to the Issuer by the reporting person in addition to the exercise price of $179.48. Read SEC document |
| May 12, 2021 Filed May 21, 2021 16:34 UTC |
ROBINSON THOMAS EDirector
|
Exercise / conversionCommon Stock | 2,838 | $179.48 | $509,364.24 |
DisclosureSEC source: 0000920522-21-000037 · wf-form4_162161484703769.xml · nonDerivative · entry 1 ROBINSON THOMAS E · CIK 0001227889 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,383 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, $0.84 per share, was remitted to the Issuer by the reporting person in addition to the exercise price of $179.48. Read SEC document |
| May 11, 2021 Filed May 14, 2021 00:35 UTC |
SCORDELIS BYRON ADirector
|
GrantStock Option (Right to Purchase) · Derivative | 4,948 | $0.00 Strike: $290.53 | $0.00 |
DisclosureSEC source: 0000920522-21-000029 · wf-form4_162095254261413.xml · derivative · entry 1 SCORDELIS BYRON A · CIK 0001189059 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,948 Underlying: Common Stock · 4,948 shares Expires 2031-05-11 F1 · security: Stock option awards are fully vested and exercisable as of the grant date of May 11, 2021; provided, however, that shares issued pursuant to the exercise of the stock options are subject to restrictions on transfer for the one-year period following the date of the grant, and are subject to a $100 cap upon exercise. Read SEC document |
| May 11, 2021 Filed May 14, 2021 00:31 UTC |
LYONS IRVING F IIIDirector
|
GrantStock Option (Right to Purchase) · Derivative | 4,948 | $0.00 Strike: $290.53 | $0.00 |
DisclosureSEC source: 0000920522-21-000026 · wf-form4_162095225903624.xml · derivative · entry 1 LYONS IRVING F III · CIK 0001202433 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,948 Underlying: Common Stock · 4,948 shares Expires 2031-05-11 F1 · security: Stock option awards are fully vested and exercisable as of the grant date of May 11, 2021; provided, however, that shares issued pursuant to the exercise of the stock options are subject to restrictions on transfer for the one-year period following the date of the grant, and are subject to a $100 cap upon exercise. Read SEC document |
| May 11, 2021 Filed May 14, 2021 00:20 UTC |
Johnson Amal MDirector
|
GrantStock Option (Right to Purchase) · Derivative | 4,948 | $0.00 Strike: $290.53 | $0.00 |
DisclosureSEC source: 0000920522-21-000023 · wf-form4_162095160438719.xml · derivative · entry 1 Johnson Amal M · CIK 0001388397 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,948 Underlying: Common Stock · 4,948 shares Expires 2031-05-11 F1 · security: Stock option awards are fully vested and exercisable as of the grant date of May 11, 2021; provided, however, that shares issued pursuant to the exercise of the stock options are subject to restrictions on transfer for the one-year period following the date of the grant, and are subject to a $100 cap upon exercise. Read SEC document |
| May 11, 2021 Filed May 14, 2021 00:17 UTC |
MARCUS GEORGE MDirector
|
GrantCommon Stock | 947 | $0.00 | $0.00 |
DisclosureSEC source: 0000920522-21-000022 · wf-form4_162095141710252.xml · nonDerivative · entry 1 MARCUS GEORGE M · CIK 0000939706 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 132,145 F1 · shares: Represents restricted stock units that are fully vested as of the grant date and are subject to restrictions on transfer for the one-year period following the date of grant. Read SEC document |
| May 11, 2021 Filed May 14, 2021 00:14 UTC |
Kasaris MaryDirector
|
GrantCommon Stock | 517 | $0.00 | $0.00 |
DisclosureSEC source: 0000920522-21-000021 · wf-form4_162095121407257.xml · nonDerivative · entry 1 Kasaris Mary · CIK 0001752521 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,170 F1 · shares: Represents restricted stock units that are fully vested as of the grant date and are subject to restrictions on transfer for the one-year period following the date of grant. Read SEC document |
| May 11, 2021 Filed May 14, 2021 16:09 UTC |
HAWTHORNE MARIA RDirector
|
GrantCommon Stock | 517 | $0.00 | $0.00 |
DisclosureSEC source: 0000920522-21-000033 · wf-form4_162100856087809.xml · nonDerivative · entry 1 HAWTHORNE MARIA R · CIK 0001227459 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,170 F1 · shares: Represents restricted stock units that are fully vested as of the grant date and are subject to restrictions on transfer for the one-year period following the date of grant. Read SEC document |
| May 11, 2021 Filed May 21, 2021 16:30 UTC |
ROBINSON THOMAS EDirector
|
GrantStock Option (Right to Purchase) · Derivative | 4,948 | $0.00 Strike: $290.53 | $0.00 |
DisclosureSEC source: 0000920522-21-000036 · wf-form4_162161461405612.xml · derivative · entry 1 ROBINSON THOMAS E · CIK 0001227889 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,948 Underlying: Common Stock · 4,948 shares Expires 2031-05-11 F1 · security: Stock option awards are fully vested and exercisable as of the grant date of May 11, 2021; provided, however, that shares issued pursuant to the exercise of the stock options are subject to restrictions on transfer for the one-year period following the date of the grant, and are subject to a $100 cap upon exercise. Read SEC document |
| January 13, 2021 Filed Jan 16, 2021 00:53 UTC |
SCHALL MICHAEL JPresident and CEO
|
Tax withholdingCommon Stock | 4,117 | $236.34 | $973,011.78 |
DisclosureSEC source: 0000920522-21-000013 · wf-form4_161075838643552.xml · nonDerivative · entry 2 SCHALL MICHAEL J · CIK 0001198212 · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 44,116 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 7,2017. Read SEC document |
| January 13, 2021 Filed Jan 16, 2021 00:53 UTC |
SCHALL MICHAEL JPresident and CEO
|
GrantCommon Stock | 6,124 | $0.00 | $0.00 |
DisclosureSEC source: 0000920522-21-000013 · wf-form4_161075838643552.xml · nonDerivative · entry 1 SCHALL MICHAEL J · CIK 0001198212 · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 48,233 F1 · shares: As determined on January 13, 2021, this amount of 6,124 represents all the remaining restricted stock units originally granted on December 7, 2017 that are now earned following the achievement of certain performance criteria based on the Issuer's relative total return to shareholders measured against an industry-specific index through December 7, 2020. Read SEC document |
| January 13, 2021 Filed Jan 16, 2021 00:52 UTC |
Kleiman Angela L.Sr. EVP & COO
|
Tax withholdingCommon Stock | 2,042 | $236.34 | $482,606.28 |
DisclosureSEC source: 0000920522-21-000012 · wf-form4_161075831565924.xml · nonDerivative · entry 2 Kleiman Angela L. · CIK 0001654413 · Sr. EVP & COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,117 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 7, 2017. Read SEC document |
| January 13, 2021 Filed Jan 16, 2021 00:52 UTC |
Kleiman Angela L.Sr. EVP & COO
|
GrantCommon Stock | 3,431 | $0.00 | $0.00 |
DisclosureSEC source: 0000920522-21-000012 · wf-form4_161075831565924.xml · nonDerivative · entry 1 Kleiman Angela L. · CIK 0001654413 · Sr. EVP & COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,159 F1 · shares: As determined on January 13, 2021, this amount of 3,431 represents all the remaining restricted stock units originally granted on December 7, 2017 that are now earned following the achievement of certain performance criteria based on the Issuer's relative total return to shareholders measured against an industry-specific index through December 7, 2020. Read SEC document |
| January 13, 2021 Filed Jan 16, 2021 00:50 UTC |
Farias JohnSenior Vice President and CAO
|
Tax withholdingCommon Stock | 516 | $236.34 | $121,951.44 |
DisclosureSEC source: 0000920522-21-000011 · wf-form4_161075824290507.xml · nonDerivative · entry 2 Farias John · CIK 0001616175 · Senior Vice President and CAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 819 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 7, 2017. Read SEC document |
| January 13, 2021 Filed Jan 16, 2021 00:50 UTC |
Farias JohnSenior Vice President and CAO
|
GrantCommon Stock | 624 | $0.00 | $0.00 |
DisclosureSEC source: 0000920522-21-000011 · wf-form4_161075824290507.xml · nonDerivative · entry 1 Farias John · CIK 0001616175 · Senior Vice President and CAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,335 F1 · shares: As determined on January 13, 2021, this amount of 624 represents all the remaining restricted stock units originally granted on December 7, 2017 that are now earned following the achievement of certain performance criteria based on the Issuer's relative total return to shareholders measured against an industry-specific index through December 7, 2020. Read SEC document |
| January 13, 2021 Filed Jan 16, 2021 00:49 UTC |
Berry Adam WExecutive Vice President & CIO
|
Tax withholdingCommon Stock | 1,083 | $236.34 | $255,956.22 |
DisclosureSEC source: 0000920522-21-000010 · wf-form4_161075815720664.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 · 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 7, 2017. Read SEC document |
| January 13, 2021 Filed Jan 16, 2021 00:49 UTC |
Berry Adam WExecutive Vice President & CIO
|
GrantCommon Stock | 1,363 | $0.00 | $0.00 |
DisclosureSEC source: 0000920522-21-000010 · wf-form4_161075815720664.xml · nonDerivative · entry 1 Berry Adam W · CIK 0001767246 · Executive Vice President & CIO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,946 F1 · shares: As determined on January 13, 2021, this amount of 1,363 represents all the remaining restricted stock units originally granted on December 7, 2017 that are now earned following the achievement of certain performance criteria based on the Issuer's relative total return to shareholders measured against an industry-specific index through December 7, 2020. Read SEC document |
| January 13, 2021 Filed Jan 16, 2021 00:47 UTC |
Pak BarbaraExecutive Vice President & CFO
|
Tax withholdingCommon Stock | 331 | $236.34 | $78,228.54 |
DisclosureSEC source: 0000920522-21-000009 · wf-form4_161075805043651.xml · nonDerivative · entry 2 Pak Barbara · CIK 0001838424 · Executive Vice President & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,195 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 7, 2017. Read SEC document |
| January 13, 2021 Filed Jan 16, 2021 00:47 UTC |
Pak BarbaraExecutive Vice President & CFO
|
GrantCommon Stock | 385 | $0.00 | $0.00 |
DisclosureSEC source: 0000920522-21-000009 · wf-form4_161075805043651.xml · nonDerivative · entry 1 Pak Barbara · CIK 0001838424 · Executive Vice President & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,526 F1 · shares: As determined on January 13, 2021, this amount of 385 represents all the remaining restricted stock units originally granted on December 7, 2017 that are now earned following the achievement of certain performance criteria based on the Issuer's relative total return to shareholders measured against an industry-specific index through December 7, 2020. Read SEC document |
| December 24, 2020 Filed Jan 16, 2021 00:53 UTC |
SCHALL MICHAEL JPresident and CEO
|
GiftLTIP Units · Derivative | 23,363 | $0.00 | $0.00 |
DisclosureSEC source: 0000920522-21-000013 · wf-form4_161075838643552.xml · derivative · entry 7 SCHALL MICHAEL J · CIK 0001198212 · President and CEO 10b5-1 filing: Not disclosed Ownership: Indirect · By family partnership Disclosed balance after: 23,363 Underlying: Common Stock · 23,363 shares Expires not disclosed F5 · security: Represents LTIP Units in EPLP. F6 · derivative.exercise_price: Conditioned upon minimum allocations to the capital accounts of the LTIP Units for federal income tax purposes and subject to meeting certain vesting criteria, each LTIP Unit may be converted, at the election of the holder, into an EPLP operating partnership unit. Each EPLP operating partnership unit acquired upon conversion of an LTIP Unit may be converted into one share of the issuer's common stock. LTIP Units are generally not convertible without the consent of the issuer until two years from the date of the grant. The rights to convert LTIP Units into EPLP operating partnership units and to convert EPLP operating partnership units into shares of the issuer's common stock do not have expiration dates. F4 · kind: The reporting person transferred these Operating Partnership Units and LTIP Units, as applicable, to a family partnership. F6 · derivative.exercise_date: Conditioned upon minimum allocations to the capital accounts of the LTIP Units for federal income tax purposes and subject to meeting certain vesting criteria, each LTIP Unit may be converted, at the election of the holder, into an EPLP operating partnership unit. Each EPLP operating partnership unit acquired upon conversion of an LTIP Unit may be converted into one share of the issuer's common stock. LTIP Units are generally not convertible without the consent of the issuer until two years from the date of the grant. The rights to convert LTIP Units into EPLP operating partnership units and to convert EPLP operating partnership units into shares of the issuer's common stock do not have expiration dates. F7 · derivative.exercise_date: Represents fully-vested LTIP Units granted on December 10, 2013 and December 9, 2014 and additional LTIP units earned on December 9, 2015. F6 · derivative.expiration_date: Conditioned upon minimum allocations to the capital accounts of the LTIP Units for federal income tax purposes and subject to meeting certain vesting criteria, each LTIP Unit may be converted, at the election of the holder, into an EPLP operating partnership unit. Each EPLP operating partnership unit acquired upon conversion of an LTIP Unit may be converted into one share of the issuer's common stock. LTIP Units are generally not convertible without the consent of the issuer until two years from the date of the grant. The rights to convert LTIP Units into EPLP operating partnership units and to convert EPLP operating partnership units into shares of the issuer's common stock do not have expiration dates. Read SEC document |
| December 24, 2020 Filed Jan 16, 2021 00:53 UTC |
SCHALL MICHAEL JPresident and CEO
|
GiftOperating Partnership Units · Derivative | 97,579 | $0.00 | $0.00 |
DisclosureSEC source: 0000920522-21-000013 · wf-form4_161075838643552.xml · derivative · entry 6 SCHALL MICHAEL J · CIK 0001198212 · President and CEO 10b5-1 filing: Not disclosed Ownership: Indirect · By family partnership Disclosed balance after: 97,579 Underlying: Common Stock · 97,579 shares Expires not disclosed F3 · derivative.exercise_price: Essex Portfolio, L.P. ("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. F4 · kind: The reporting person transferred these Operating Partnership Units and LTIP Units, as applicable, to a family partnership. F3 · derivative.exercise_date: Essex Portfolio, L.P. ("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. F3 · derivative.expiration_date: Essex Portfolio, L.P. ("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 24, 2020 Filed Jan 16, 2021 00:53 UTC |
SCHALL MICHAEL JPresident and CEO
|
GiftLTIP Units · Derivative | 23,363 | $0.00 | $0.00 |
DisclosureSEC source: 0000920522-21-000013 · wf-form4_161075838643552.xml · derivative · entry 5 SCHALL MICHAEL J · CIK 0001198212 · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 0 shares Expires not disclosed F5 · security: Represents LTIP Units in EPLP. F6 · derivative.exercise_price: Conditioned upon minimum allocations to the capital accounts of the LTIP Units for federal income tax purposes and subject to meeting certain vesting criteria, each LTIP Unit may be converted, at the election of the holder, into an EPLP operating partnership unit. Each EPLP operating partnership unit acquired upon conversion of an LTIP Unit may be converted into one share of the issuer's common stock. LTIP Units are generally not convertible without the consent of the issuer until two years from the date of the grant. The rights to convert LTIP Units into EPLP operating partnership units and to convert EPLP operating partnership units into shares of the issuer's common stock do not have expiration dates. F4 · kind: The reporting person transferred these Operating Partnership Units and LTIP Units, as applicable, to a family partnership. F6 · derivative.exercise_date: Conditioned upon minimum allocations to the capital accounts of the LTIP Units for federal income tax purposes and subject to meeting certain vesting criteria, each LTIP Unit may be converted, at the election of the holder, into an EPLP operating partnership unit. Each EPLP operating partnership unit acquired upon conversion of an LTIP Unit may be converted into one share of the issuer's common stock. LTIP Units are generally not convertible without the consent of the issuer until two years from the date of the grant. The rights to convert LTIP Units into EPLP operating partnership units and to convert EPLP operating partnership units into shares of the issuer's common stock do not have expiration dates. F7 · derivative.exercise_date: Represents fully-vested LTIP Units granted on December 10, 2013 and December 9, 2014 and additional LTIP units earned on December 9, 2015. F6 · derivative.expiration_date: Conditioned upon minimum allocations to the capital accounts of the LTIP Units for federal income tax purposes and subject to meeting certain vesting criteria, each LTIP Unit may be converted, at the election of the holder, into an EPLP operating partnership unit. Each EPLP operating partnership unit acquired upon conversion of an LTIP Unit may be converted into one share of the issuer's common stock. LTIP Units are generally not convertible without the consent of the issuer until two years from the date of the grant. The rights to convert LTIP Units into EPLP operating partnership units and to convert EPLP operating partnership units into shares of the issuer's common stock do not have expiration dates. Read SEC document |
| December 24, 2020 Filed Jan 16, 2021 00:53 UTC |
SCHALL MICHAEL JPresident and CEO
|
GiftOperating Partnership Units · Derivative | 97,579 | $0.00 | $0.00 |
DisclosureSEC source: 0000920522-21-000013 · wf-form4_161075838643552.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 · 0 shares Expires not disclosed F3 · derivative.exercise_price: Essex Portfolio, L.P. ("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. F4 · kind: The reporting person transferred these Operating Partnership Units and LTIP Units, as applicable, to a family partnership. F3 · derivative.exercise_date: Essex Portfolio, L.P. ("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. F3 · derivative.expiration_date: Essex Portfolio, L.P. ("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 02, 2020 Filed Dec 5, 2020 00:33 UTC |
Farias JohnSenior Vice President and CAO
|
GrantStock Option (Right to Purchase) · Derivative | 4,569 | $0.00 Strike: $248.70 | $0.00 |
DisclosureSEC source: 0000920522-20-000066 · wf-form4_160712840290831.xml · derivative · entry 1 Farias John · CIK 0001616175 · Senior Vice President and CAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,569 Underlying: Common Stock · 4,569 shares Expires 2030-12-01 F1 · security: 1/3 of these options vest on each anniversary starting on December 2, 2021 and ending on December 2, 2023. Stock options are subject to a $100 cap upon exercise. Read SEC document |
| December 02, 2020 Filed Dec 5, 2020 00:30 UTC |
SCHALL MICHAEL JPresident and CEO
|
GrantStock Option (Right to Purchase) · Derivative | 34,269 | $0.00 Strike: $248.70 | $0.00 |
DisclosureSEC source: 0000920522-20-000064 · wf-form4_160712820454280.xml · derivative · entry 1 SCHALL MICHAEL J · CIK 0001198212 · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 34,269 Underlying: Common Stock · 34,269 shares Expires 2030-12-01 F1 · security: 1/3 of these options vest on each anniversary starting on December 2, 2021 and ending on December 2, 2023. Stock options are subject to a $100 cap upon exercise. Read SEC document |
| December 02, 2020 Filed Dec 5, 2020 00:32 UTC |
Kleiman Angela L.Executive Vice President & CFO
|
GrantStock Option (Right to Purchase) · Derivative | 17,820 | $0.00 Strike: $248.70 | $0.00 |
DisclosureSEC source: 0000920522-20-000065 · wf-form4_160712831968628.xml · derivative · entry 1 Kleiman Angela L. · CIK 0001654413 · Executive Vice President & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,820 Underlying: Common Stock · 17,820 shares Expires 2030-12-01 F1 · security: 1/3 of these options vest on each anniversary starting on December 2, 2021 and ending on December 2, 2023. Stock options are subject to a $100 cap upon exercise. Read SEC document |
| December 02, 2020 Filed Dec 5, 2020 00:27 UTC |
Berry Adam WExecutive Vice President & CIO
|
GrantStock Option (Right to Purchase) · Derivative | 9,138 | $0.00 Strike: $248.70 | $0.00 |
DisclosureSEC source: 0000920522-20-000063 · wf-form4_160712806416279.xml · derivative · entry 1 Berry Adam W · CIK 0001767246 · Executive Vice President & CIO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,138 Underlying: Common Stock · 9,138 shares Expires 2030-12-01 F1 · security: 1/3 of these options vest on each anniversary starting on December 2, 2021 and ending on December 2, 2023. Stock options are subject to a $100 cap upon exercise. Read SEC document |
| December 02, 2020 Filed Jan 7, 2021 00:28 UTC Amendment |
SCHALL MICHAEL JPresident and CEO
|
GrantStock Option (Right to Purchase) · Derivative | 36,391 | $0.00 Strike: $248.70 | $0.00 |
DisclosureSEC source: 0000920522-21-000005 · wf-form4a_160997926755373.xml · derivative · entry 1 SCHALL MICHAEL J · CIK 0001198212 · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 36,391 Underlying: Common Stock · 36,391 shares Expires 2030-12-01 F1 · security: 1/3 of these options vest on each anniversary starting on December 2, 2021 and ending on December 2, 2023. Stock options are subject to a $100 cap upon exercise. F2 · shares: The Reporting Person's Form 4 filed on December 4, 2020 incorrectly reported the number of stock options granted, and this amended Form 4 is being filed to report the correct number. Read SEC document |
| December 02, 2020 Filed Jan 7, 2021 00:19 UTC Amendment |
Berry Adam WExecutive Vice President & CIO
|
GrantStock Option (Right to Purchase) · Derivative | 9,705 | $0.00 Strike: $248.70 | $0.00 |
DisclosureSEC source: 0000920522-21-000002 · wf-form4a_160997877414826.xml · derivative · entry 1 Berry Adam W · CIK 0001767246 · Executive Vice President & CIO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,705 Underlying: Common Stock · 9,705 shares Expires 2030-12-01 F1 · security: 1/3 of these options vest on each anniversary starting on December 2, 2021 and ending on December 2, 2023. Stock options are subject to a $100 cap upon exercise. F2 · shares: The Reporting Person's Form 4 filed on December 4, 2020 incorrectly reported the number of stock options granted, and this amended Form 4 is being filed to report the correct number. 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.