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ESS

ESSEX PROPERTY TRUST, INC.

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3275
SEC CIK
0000920522
Parsed reports
361

Last 12 months

Inside the activity.

0 purchase rows · 1 sale rows

Disclosed non-derivative P/S rows, by transaction month. Includes amendments and private transactions.
Monthly counts
MonthPurchasesSales
Nov 202500
Dec 202500
Jan 202600
Feb 202600
Mar 202600
Apr 202600
May 202601
Jun 202600
Jul 202600
Aug 202600
Sep 202600
Oct 202600

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 02, 2020 Filed Jan 7, 2021 00:25 UTC Amendment
Kleiman Angela L.Sr. EVP & COO
GrantStock Option (Right to Purchase) · Derivative 18,924 $0.00 Strike: $248.70 $0.00
Disclosure

SEC source: 0000920522-21-000004 · wf-form4a_160997908510313.xml · derivative · entry 1

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 18,924

Underlying: Common Stock · 18,924 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 00:21 UTC Amendment
Farias JohnSenior Vice President and CAO
GrantStock Option (Right to Purchase) · Derivative 4,853 $0.00 Strike: $248.70 $0.00
Disclosure

SEC source: 0000920522-21-000003 · wf-form4a_160997889524022.xml · derivative · entry 1

Farias John · CIK 0001616175 · Senior Vice President and CAO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 4,853

Underlying: Common Stock · 4,853 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 · kind: 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
May 12, 2020 Filed May 14, 2020 21:20 UTC GrantStock Option (Right to Purchase) · Derivative 7,329 $0.00 Strike: $229.90 $0.00
Disclosure

SEC source: 0000920522-20-000049 · wf-form4_158949118955191.xml · derivative · entry 1

Johnson Amal M · CIK 0001388397 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 7,329

Underlying: Common Stock · 7,329 shares

Expires 2030-05-12

F1 · security: Stock options awards are fully vested and exercisable as of the grant date of May 12, 2020; 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 12, 2020 Filed May 14, 2020 21:15 UTC GrantStock Option (Right to Purchase) · Derivative 13,436 $0.00 Strike: $229.90 $0.00
Disclosure

SEC source: 0000920522-20-000048 · wf-form4_158949093385670.xml · derivative · entry 1

MARCUS GEORGE M · CIK 0000939706 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 13,436

Underlying: Common Stock · 13,436 shares

Expires 2030-05-12

F1 · security: Stock options awards are fully vested and exercisable as of the grant date of May 12, 2020; 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 12, 2020 Filed May 14, 2020 21:04 UTC GrantStock Option (Right to Purchase) · Derivative 7,329 $0.00 Strike: $229.90 $0.00
Disclosure

SEC source: 0000920522-20-000046 · wf-form4_158949026590509.xml · derivative · entry 1

SCORDELIS BYRON A · CIK 0001189059 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 7,329

Underlying: Common Stock · 7,329 shares

Expires 2030-05-12

F1 · security: Stock options awards are fully vested and exercisable as of the grant date of May 12, 2020; 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 12, 2020 Filed May 14, 2020 21:10 UTC GrantStock Option (Right to Purchase) · Derivative 7,329 $0.00 Strike: $229.90 $0.00
Disclosure

SEC source: 0000920522-20-000047 · wf-form4_158949060535333.xml · derivative · entry 1

LYONS IRVING F III · CIK 0001202433 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 7,329

Underlying: Common Stock · 7,329 shares

Expires 2030-05-12

F1 · security: Stock options awards are fully vested and exercisable as of the grant date of May 12, 2020; 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 12, 2020 Filed May 14, 2020 21:00 UTC GrantStock Option (Right to Purchase) · Derivative 7,329 $0.00 Strike: $229.90 $0.00
Disclosure

SEC source: 0000920522-20-000045 · wf-form4_158949002685642.xml · derivative · entry 1

ROBINSON THOMAS E · CIK 0001227889 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 7,329

Underlying: Common Stock · 7,329 shares

Expires 2030-05-12

F1 · security: Stock options awards are fully vested and exercisable as of the grant date of May 12, 2020; 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 12, 2020 Filed May 14, 2020 20:54 UTC
Kasaris MaryDirector
GrantCommon Stock 653 $0.00 $0.00
Disclosure

SEC source: 0000920522-20-000044 · wf-form4_158948965459663.xml · nonDerivative · entry 1

Kasaris Mary · CIK 0001752521 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 653

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 12, 2020 Filed May 14, 2020 20:27 UTC GrantCommon Stock 653 $0.00 $0.00
Disclosure

SEC source: 0000920522-20-000043 · wf-form4_158948803945011.xml · nonDerivative · entry 1

HAWTHORNE MARIA R · CIK 0001227459 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 653

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
March 10, 2020 Filed Mar 12, 2020 20:22 UTC
Berry Adam WChief Investment Officer
ConversionOperating Partnership Units · Derivative 4,000 Not disclosed Not disclosed
Disclosure

SEC source: 0000920522-20-000032 · wf-form4_158404450349810.xml · derivative · entry 2

Berry Adam W · CIK 0001767246 · Chief Investment Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 9,000

Underlying: Common Stock · 4,000 shares

Expires not disclosed

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

F1 · derivative.exercise_price: These Series Z-1 incentive units converted into Essex Portfolio, L.P. ("EPLP") operating partnership units upon the Series Z-1 units, which were granted in December 2011, reaching a 100% conversion ratchet percentage. EPLP operating partnership units are exchangeable by the reporting person at any time following the conversion for an equal number of shares of the issuer's common stock. EPLP operating partnership units have no expiration date.

F1 · kind: These Series Z-1 incentive units converted into Essex Portfolio, L.P. ("EPLP") operating partnership units upon the Series Z-1 units, which were granted in December 2011, reaching a 100% conversion ratchet percentage. EPLP operating partnership units are exchangeable by the reporting person at any time following the conversion for an equal number of shares of the issuer's common stock. EPLP operating partnership units have no expiration date.

F1 · price: These Series Z-1 incentive units converted into Essex Portfolio, L.P. ("EPLP") operating partnership units upon the Series Z-1 units, which were granted in December 2011, reaching a 100% conversion ratchet percentage. EPLP operating partnership units are exchangeable by the reporting person at any time following the conversion for an equal number of shares of the issuer's common stock. EPLP operating partnership units have no expiration date.

F1 · derivative.exercise_date: These Series Z-1 incentive units converted into Essex Portfolio, L.P. ("EPLP") operating partnership units upon the Series Z-1 units, which were granted in December 2011, reaching a 100% conversion ratchet percentage. EPLP operating partnership units are exchangeable by the reporting person at any time following the conversion for an equal number of shares of the issuer's common stock. EPLP operating partnership units have no expiration date.

F1 · derivative.expiration_date: These Series Z-1 incentive units converted into Essex Portfolio, L.P. ("EPLP") operating partnership units upon the Series Z-1 units, which were granted in December 2011, reaching a 100% conversion ratchet percentage. EPLP operating partnership units are exchangeable by the reporting person at any time following the conversion for an equal number of shares of the issuer's common stock. EPLP operating partnership units have no expiration date.

Read SEC document
March 10, 2020 Filed Mar 12, 2020 20:22 UTC
Berry Adam WChief Investment Officer
ConversionSeries Z-1 Incentive Units · Derivative 4,000 $1.00 $4,000.00
Disclosure

SEC source: 0000920522-20-000032 · wf-form4_158404450349810.xml · derivative · entry 1

Berry Adam W · CIK 0001767246 · Chief Investment Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 0

Underlying: Operating Partnership Units · 4,000 shares

Expires not disclosed

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

F1 · derivative.exercise_price: These Series Z-1 incentive units converted into Essex Portfolio, L.P. ("EPLP") operating partnership units upon the Series Z-1 units, which were granted in December 2011, reaching a 100% conversion ratchet percentage. EPLP operating partnership units are exchangeable by the reporting person at any time following the conversion for an equal number of shares of the issuer's common stock. EPLP operating partnership units have no expiration date.

F1 · kind: These Series Z-1 incentive units converted into Essex Portfolio, L.P. ("EPLP") operating partnership units upon the Series Z-1 units, which were granted in December 2011, reaching a 100% conversion ratchet percentage. EPLP operating partnership units are exchangeable by the reporting person at any time following the conversion for an equal number of shares of the issuer's common stock. EPLP operating partnership units have no expiration date.

F2 · price: The Series Z-1 incentive units were purchased by the reporting person for $1 per each incentive unit and had no expiration date.

F1 · derivative.exercise_date: These Series Z-1 incentive units converted into Essex Portfolio, L.P. ("EPLP") operating partnership units upon the Series Z-1 units, which were granted in December 2011, reaching a 100% conversion ratchet percentage. EPLP operating partnership units are exchangeable by the reporting person at any time following the conversion for an equal number of shares of the issuer's common stock. EPLP operating partnership units have no expiration date.

F2 · derivative.expiration_date: The Series Z-1 incentive units were purchased by the reporting person for $1 per each incentive unit and had no expiration date.

Read SEC document
March 10, 2020 Filed Mar 12, 2020 20:30 UTC
Kleiman Angela L.Executive Vice President & CFO
ConversionOperating Partnership Units · Derivative 4,000 Not disclosed Not disclosed
Disclosure

SEC source: 0000920522-20-000035 · wf-form4_158404500570745.xml · derivative · entry 2

Kleiman Angela L. · CIK 0001654413 · Executive Vice President & CFO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 4,000

Underlying: Common Stock · 4,000 shares

Expires not disclosed

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

F1 · derivative.exercise_price: These Series Z-1 incentive units converted into Essex Portfolio, L.P. ("EPLP") operating partnership units upon the Series Z-1 units, which were granted in December 2011, reaching a 100% conversion ratchet percentage. EPLP operating partnership units are exchangeable by the reporting person at any time following the conversion for an equal number of shares of the issuer's common stock. EPLP operating partnership units have no expiration date.

F1 · kind: These Series Z-1 incentive units converted into Essex Portfolio, L.P. ("EPLP") operating partnership units upon the Series Z-1 units, which were granted in December 2011, reaching a 100% conversion ratchet percentage. EPLP operating partnership units are exchangeable by the reporting person at any time following the conversion for an equal number of shares of the issuer's common stock. EPLP operating partnership units have no expiration date.

F1 · price: These Series Z-1 incentive units converted into Essex Portfolio, L.P. ("EPLP") operating partnership units upon the Series Z-1 units, which were granted in December 2011, reaching a 100% conversion ratchet percentage. EPLP operating partnership units are exchangeable by the reporting person at any time following the conversion for an equal number of shares of the issuer's common stock. EPLP operating partnership units have no expiration date.

F1 · derivative.exercise_date: These Series Z-1 incentive units converted into Essex Portfolio, L.P. ("EPLP") operating partnership units upon the Series Z-1 units, which were granted in December 2011, reaching a 100% conversion ratchet percentage. EPLP operating partnership units are exchangeable by the reporting person at any time following the conversion for an equal number of shares of the issuer's common stock. EPLP operating partnership units have no expiration date.

F1 · derivative.expiration_date: These Series Z-1 incentive units converted into Essex Portfolio, L.P. ("EPLP") operating partnership units upon the Series Z-1 units, which were granted in December 2011, reaching a 100% conversion ratchet percentage. EPLP operating partnership units are exchangeable by the reporting person at any time following the conversion for an equal number of shares of the issuer's common stock. EPLP operating partnership units have no expiration date.

Read SEC document
March 10, 2020 Filed Mar 12, 2020 20:30 UTC
Kleiman Angela L.Executive Vice President & CFO
ConversionSeries Z-1 Incentive Units · Derivative 4,000 $1.00 $4,000.00
Disclosure

SEC source: 0000920522-20-000035 · wf-form4_158404500570745.xml · derivative · entry 1

Kleiman Angela L. · CIK 0001654413 · Executive Vice President & CFO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 0

Underlying: Operating Partnership Units · 4,000 shares

Expires not disclosed

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

F1 · derivative.exercise_price: These Series Z-1 incentive units converted into Essex Portfolio, L.P. ("EPLP") operating partnership units upon the Series Z-1 units, which were granted in December 2011, reaching a 100% conversion ratchet percentage. EPLP operating partnership units are exchangeable by the reporting person at any time following the conversion for an equal number of shares of the issuer's common stock. EPLP operating partnership units have no expiration date.

F1 · kind: These Series Z-1 incentive units converted into Essex Portfolio, L.P. ("EPLP") operating partnership units upon the Series Z-1 units, which were granted in December 2011, reaching a 100% conversion ratchet percentage. EPLP operating partnership units are exchangeable by the reporting person at any time following the conversion for an equal number of shares of the issuer's common stock. EPLP operating partnership units have no expiration date.

F2 · price: The Series Z-1 incentive units were purchased by the reporting person for $1 per each incentive unit and had no expiration date.

F1 · derivative.exercise_date: These Series Z-1 incentive units converted into Essex Portfolio, L.P. ("EPLP") operating partnership units upon the Series Z-1 units, which were granted in December 2011, reaching a 100% conversion ratchet percentage. EPLP operating partnership units are exchangeable by the reporting person at any time following the conversion for an equal number of shares of the issuer's common stock. EPLP operating partnership units have no expiration date.

F2 · derivative.expiration_date: The Series Z-1 incentive units were purchased by the reporting person for $1 per each incentive unit and had no expiration date.

Read SEC document
March 10, 2020 Filed Mar 12, 2020 20:27 UTC
SCHALL MICHAEL JPresident and CEO
ConversionOperating Partnership Units · Derivative 5,000 Not disclosed Not disclosed
Disclosure

SEC source: 0000920522-20-000034 · wf-form4_158404484798988.xml · derivative · entry 2

SCHALL MICHAEL J · CIK 0001198212 · President and CEO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 97,579

Underlying: Common Stock · 5,000 shares

Expires not disclosed

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

F1 · derivative.exercise_price: These Series Z-1 incentive units converted into Essex Portfolio, L.P. ("EPLP") operating partnership units upon the Series Z-1 units, which were granted in December 2011, reaching a 100% conversion ratchet percentage. EPLP operating partnership units are exchangeable by the reporting person at any time following the conversion for an equal number of shares of the issuer's common stock. EPLP operating partnership units have no expiration date.

F1 · kind: These Series Z-1 incentive units converted into Essex Portfolio, L.P. ("EPLP") operating partnership units upon the Series Z-1 units, which were granted in December 2011, reaching a 100% conversion ratchet percentage. EPLP operating partnership units are exchangeable by the reporting person at any time following the conversion for an equal number of shares of the issuer's common stock. EPLP operating partnership units have no expiration date.

F1 · price: These Series Z-1 incentive units converted into Essex Portfolio, L.P. ("EPLP") operating partnership units upon the Series Z-1 units, which were granted in December 2011, reaching a 100% conversion ratchet percentage. EPLP operating partnership units are exchangeable by the reporting person at any time following the conversion for an equal number of shares of the issuer's common stock. EPLP operating partnership units have no expiration date.

F1 · derivative.exercise_date: These Series Z-1 incentive units converted into Essex Portfolio, L.P. ("EPLP") operating partnership units upon the Series Z-1 units, which were granted in December 2011, reaching a 100% conversion ratchet percentage. EPLP operating partnership units are exchangeable by the reporting person at any time following the conversion for an equal number of shares of the issuer's common stock. EPLP operating partnership units have no expiration date.

F1 · derivative.expiration_date: These Series Z-1 incentive units converted into Essex Portfolio, L.P. ("EPLP") operating partnership units upon the Series Z-1 units, which were granted in December 2011, reaching a 100% conversion ratchet percentage. EPLP operating partnership units are exchangeable by the reporting person at any time following the conversion for an equal number of shares of the issuer's common stock. EPLP operating partnership units have no expiration date.

Read SEC document
March 10, 2020 Filed Mar 12, 2020 20:27 UTC
SCHALL MICHAEL JPresident and CEO
ConversionSeries Z-1 Incentive Units · Derivative 5,000 $1.00 $5,000.00
Disclosure

SEC source: 0000920522-20-000034 · wf-form4_158404484798988.xml · derivative · entry 1

SCHALL MICHAEL J · CIK 0001198212 · President and CEO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 0

Underlying: Operating Partnership Units · 5,000 shares

Expires not disclosed

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

F1 · derivative.exercise_price: These Series Z-1 incentive units converted into Essex Portfolio, L.P. ("EPLP") operating partnership units upon the Series Z-1 units, which were granted in December 2011, reaching a 100% conversion ratchet percentage. EPLP operating partnership units are exchangeable by the reporting person at any time following the conversion for an equal number of shares of the issuer's common stock. EPLP operating partnership units have no expiration date.

F1 · kind: These Series Z-1 incentive units converted into Essex Portfolio, L.P. ("EPLP") operating partnership units upon the Series Z-1 units, which were granted in December 2011, reaching a 100% conversion ratchet percentage. EPLP operating partnership units are exchangeable by the reporting person at any time following the conversion for an equal number of shares of the issuer's common stock. EPLP operating partnership units have no expiration date.

F2 · price: The Series Z-1 incentive units were purchased by the reporting person for $1 per each incentive unit and had no expiration date.

F1 · derivative.exercise_date: These Series Z-1 incentive units converted into Essex Portfolio, L.P. ("EPLP") operating partnership units upon the Series Z-1 units, which were granted in December 2011, reaching a 100% conversion ratchet percentage. EPLP operating partnership units are exchangeable by the reporting person at any time following the conversion for an equal number of shares of the issuer's common stock. EPLP operating partnership units have no expiration date.

F2 · derivative.expiration_date: The Series Z-1 incentive units were purchased by the reporting person for $1 per each incentive unit and had no expiration date.

Read SEC document
March 10, 2020 Filed Mar 12, 2020 20:25 UTC
Burkart John F.Sr. EVP & COO
ConversionOperating Partnership Units · Derivative 7,000 Not disclosed Not disclosed
Disclosure

SEC source: 0000920522-20-000033 · wf-form4_158404470768551.xml · derivative · entry 2

Burkart John F. · CIK 0001492460 · Sr. EVP & COO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 26,912

Underlying: Common Stock · 7,000 shares

Expires not disclosed

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

F1 · derivative.exercise_price: These Series Z-1 incentive units converted into Essex Portfolio, L.P. ("EPLP") operating partnership units upon the Series Z-1 units, which were granted in December 2011, reaching a 100% conversion ratchet percentage. EPLP operating partnership units are exchangeable by the reporting person at any time following the conversion for an equal number of shares of the issuer's common stock. EPLP operating partnership units have no expiration date.

F1 · kind: These Series Z-1 incentive units converted into Essex Portfolio, L.P. ("EPLP") operating partnership units upon the Series Z-1 units, which were granted in December 2011, reaching a 100% conversion ratchet percentage. EPLP operating partnership units are exchangeable by the reporting person at any time following the conversion for an equal number of shares of the issuer's common stock. EPLP operating partnership units have no expiration date.

F1 · price: These Series Z-1 incentive units converted into Essex Portfolio, L.P. ("EPLP") operating partnership units upon the Series Z-1 units, which were granted in December 2011, reaching a 100% conversion ratchet percentage. EPLP operating partnership units are exchangeable by the reporting person at any time following the conversion for an equal number of shares of the issuer's common stock. EPLP operating partnership units have no expiration date.

F1 · derivative.exercise_date: These Series Z-1 incentive units converted into Essex Portfolio, L.P. ("EPLP") operating partnership units upon the Series Z-1 units, which were granted in December 2011, reaching a 100% conversion ratchet percentage. EPLP operating partnership units are exchangeable by the reporting person at any time following the conversion for an equal number of shares of the issuer's common stock. EPLP operating partnership units have no expiration date.

F1 · derivative.expiration_date: These Series Z-1 incentive units converted into Essex Portfolio, L.P. ("EPLP") operating partnership units upon the Series Z-1 units, which were granted in December 2011, reaching a 100% conversion ratchet percentage. EPLP operating partnership units are exchangeable by the reporting person at any time following the conversion for an equal number of shares of the issuer's common stock. EPLP operating partnership units have no expiration date.

Read SEC document
March 10, 2020 Filed Mar 12, 2020 20:25 UTC
Burkart John F.Sr. EVP & COO
ConversionSeries Z-1 Incentive Units · Derivative 7,000 $1.00 $7,000.00
Disclosure

SEC source: 0000920522-20-000033 · wf-form4_158404470768551.xml · derivative · entry 1

Burkart John F. · CIK 0001492460 · Sr. EVP & COO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 0

Underlying: Operating Partnership Units · 7,000 shares

Expires not disclosed

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

F1 · derivative.exercise_price: These Series Z-1 incentive units converted into Essex Portfolio, L.P. ("EPLP") operating partnership units upon the Series Z-1 units, which were granted in December 2011, reaching a 100% conversion ratchet percentage. EPLP operating partnership units are exchangeable by the reporting person at any time following the conversion for an equal number of shares of the issuer's common stock. EPLP operating partnership units have no expiration date.

F1 · kind: These Series Z-1 incentive units converted into Essex Portfolio, L.P. ("EPLP") operating partnership units upon the Series Z-1 units, which were granted in December 2011, reaching a 100% conversion ratchet percentage. EPLP operating partnership units are exchangeable by the reporting person at any time following the conversion for an equal number of shares of the issuer's common stock. EPLP operating partnership units have no expiration date.

F2 · price: The Series Z-1 incentive units were purchased by the reporting person for $1 per each incentive unit and had no expiration date.

F1 · derivative.exercise_date: These Series Z-1 incentive units converted into Essex Portfolio, L.P. ("EPLP") operating partnership units upon the Series Z-1 units, which were granted in December 2011, reaching a 100% conversion ratchet percentage. EPLP operating partnership units are exchangeable by the reporting person at any time following the conversion for an equal number of shares of the issuer's common stock. EPLP operating partnership units have no expiration date.

F2 · derivative.expiration_date: The Series Z-1 incentive units were purchased by the reporting person for $1 per each incentive unit and had no expiration date.

Read SEC document
February 21, 2020 Filed Feb 24, 2020 21:23 UTC
Burkart John F.Sr. EVP & COO
Exercise / conversionStock Option (Right to Purchase) · Derivative 6,793 $0.00 Strike: $240.61 $0.00
Disclosure

SEC source: 0000920522-20-000030 · wf-form4_158257939846787.xml · derivative · entry 3

Burkart John F. · CIK 0001492460 · Sr. EVP & COO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 6,793 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.

F2 · derivative.exercise_date: 1/3 of these total options granted to this Reporting Person vested on each of December 7, 2018 and December 7, 2019, and the remaining 1/3 will vest on December 7, 2020.

Read SEC document
February 21, 2020 Filed Feb 24, 2020 21:23 UTC
Burkart John F.Sr. EVP & COO
SaleCommon Stock 6,793 $327.06 $2,221,718.58
Disclosure

SEC source: 0000920522-20-000030 · wf-form4_158257939846787.xml · nonDerivative · entry 2

Burkart John F. · CIK 0001492460 · Sr. EVP & COO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 2,257

Read SEC document
February 21, 2020 Filed Feb 24, 2020 21:23 UTC
Burkart John F.Sr. EVP & COO
Exercise / conversionCommon Stock 6,793 $240.61 $1,634,463.73
Disclosure

SEC source: 0000920522-20-000030 · wf-form4_158257939846787.xml · nonDerivative · entry 1

Burkart John F. · CIK 0001492460 · Sr. EVP & COO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 9,050

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
February 20, 2020 Filed Feb 21, 2020 21:37 UTC Exercise / conversionStock Option (Right to Purchase) · Derivative 2,500 $0.00 Strike: $224.05 $0.00
Disclosure

SEC source: 0000920522-20-000028 · wf-form4_158232103217243.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 · 2,500 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
February 20, 2020 Filed Feb 21, 2020 21:37 UTC SaleCommon Stock 2,500 $324.05 $810,125.00
Disclosure

SEC source: 0000920522-20-000028 · wf-form4_158232103217243.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
February 20, 2020 Filed Feb 21, 2020 21:37 UTC Exercise / conversionCommon Stock 2,500 $224.05 $560,125.00
Disclosure

SEC source: 0000920522-20-000028 · wf-form4_158232103217243.xml · nonDerivative · entry 1

LYONS IRVING F III · CIK 0001202433 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 10,372

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
February 12, 2020 Filed Feb 13, 2020 22:02 UTC
Berry Adam WChief Investment Officer
Exercise / conversionStock Option (Right to Purchase) · Derivative 3,473 $0.00 Strike: $219.22 $0.00
Disclosure

SEC source: 0000920522-20-000021 · wf-form4_158163131976258.xml · derivative · entry 3

Berry Adam W · CIK 0001767246 · Chief Investment Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 3,473 shares

Expires 2026-12-08

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

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

F3 · derivative.exercise_date: 1/3 of these total options granted to this Reporting Person vested on each of December 8, 2017, December 8, 2018, and December 8, 2019.

Read SEC document
February 12, 2020 Filed Feb 13, 2020 22:02 UTC
Berry Adam WChief Investment Officer
SaleCommon Stock 3,473 $319.57 $1,109,866.61
Disclosure

SEC source: 0000920522-20-000021 · wf-form4_158163131976258.xml · nonDerivative · entry 2

Berry Adam W · CIK 0001767246 · Chief Investment Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 2,583

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
February 12, 2020 Filed Feb 13, 2020 22:02 UTC
Berry Adam WChief Investment Officer
Exercise / conversionCommon Stock 3,473 $219.22 $761,351.06
Disclosure

SEC source: 0000920522-20-000021 · wf-form4_158163131976258.xml · nonDerivative · entry 1

Berry Adam W · CIK 0001767246 · Chief Investment Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 6,056

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 options terms, the maximum value that the reporting person could receive is $100 per share. The value in excess of such amount, $0.35 per share, was remitted to the Issuer by the reporting person in addition to the exercise price of $219.22.

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February 12, 2020 Filed Feb 13, 2020 22:11 UTC
SCHALL MICHAEL JPresident and CEO
Exercise / conversionStock Option (Right to Purchase) · Derivative 13,068 $0.00 Strike: $219.22 $0.00
Disclosure

SEC source: 0000920522-20-000022 · wf-form4_158163188209995.xml · derivative · entry 4

SCHALL MICHAEL J · CIK 0001198212 · President and CEO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 1,368

Underlying: Common Stock · 13,068 shares

Expires 2026-12-08

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

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

F3 · derivative.exercise_date: 1/3 of these total options granted to this Reporting Person vested on each of December 8, 2017, December 8, 2018, and December 8, 2019.

Read SEC document
February 12, 2020 Filed Feb 13, 2020 22:11 UTC
SCHALL MICHAEL JPresident and CEO
SaleCommon Stock 13,068 $319.90 $4,180,453.20
Disclosure

SEC source: 0000920522-20-000022 · wf-form4_158163188209995.xml · nonDerivative · entry 2

SCHALL MICHAEL J · CIK 0001198212 · President and CEO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 42,109

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
February 12, 2020 Filed Feb 13, 2020 22:11 UTC
SCHALL MICHAEL JPresident and CEO
Exercise / conversionCommon Stock 13,068 $219.22 $2,864,766.96
Disclosure

SEC source: 0000920522-20-000022 · wf-form4_158163188209995.xml · nonDerivative · entry 1

SCHALL MICHAEL J · CIK 0001198212 · President and CEO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 55,177

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 options terms, the maximum value that the reporting person could receive is $100 per share. The value in excess of such amount, $0.68 per share, was remitted to the Issuer by the reporting person in addition to the exercise price of $219.22.

Read SEC document
February 11, 2020 Filed Feb 12, 2020 22:20 UTC
SCHALL MICHAEL JPresident and CEO
Exercise / conversionStock Option (Right to Purchase) · Derivative 4,555 $0.00 Strike: $219.22 $0.00
Disclosure

SEC source: 0000920522-20-000019 · wf-form4_158154601483479.xml · derivative · entry 4

SCHALL MICHAEL J · CIK 0001198212 · President and CEO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 14,436

Underlying: Common Stock · 4,555 shares

Expires 2026-12-08

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

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

F3 · derivative.exercise_date: 1/3 of these total options granted to this Reporting Person vested on each of December 8, 2017, December 8, 2018, and December 8, 2019.

Read SEC document
February 11, 2020 Filed Feb 12, 2020 22:20 UTC
SCHALL MICHAEL JPresident and CEO
SaleCommon Stock 4,555 $319.43 $1,455,003.65
Disclosure

SEC source: 0000920522-20-000019 · wf-form4_158154601483479.xml · nonDerivative · entry 2

SCHALL MICHAEL J · CIK 0001198212 · President and CEO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 42,109

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
February 11, 2020 Filed Feb 12, 2020 22:20 UTC
SCHALL MICHAEL JPresident and CEO
Exercise / conversionCommon Stock 4,555 $219.22 $998,547.10
Disclosure

SEC source: 0000920522-20-000019 · wf-form4_158154601483479.xml · nonDerivative · entry 1

SCHALL MICHAEL J · CIK 0001198212 · President and CEO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 46,664

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 options terms, the maximum value that the reporting person could receive is $100 per share. The value in excess of such amount, $0.21 per share, was remitted to the Issuer by the reporting person in addition to the exercise price of $219.22.

Read SEC document
February 11, 2020 Filed Feb 12, 2020 22:16 UTC
Burkart John F.Sr. EVP & COO
Exercise / conversionStock Option (Right to Purchase) · Derivative 2,503 $0.00 Strike: $219.22 $0.00
Disclosure

SEC source: 0000920522-20-000018 · wf-form4_158154579621322.xml · derivative · entry 3

Burkart John F. · CIK 0001492460 · Sr. EVP & COO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 2,503 shares

Expires 2026-12-08

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

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

F3 · derivative.exercise_date: 1/3 of these total options granted to this Reporting Person vested on each of December 8, 2017, December 8, 2018, and December 8, 2019.

Read SEC document
February 11, 2020 Filed Feb 12, 2020 22:16 UTC
Burkart John F.Sr. EVP & COO
SaleCommon Stock 2,503 $318.00 $795,954.00
Disclosure

SEC source: 0000920522-20-000018 · wf-form4_158154579621322.xml · nonDerivative · entry 2

Burkart John F. · CIK 0001492460 · Sr. EVP & COO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 2,257

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
February 11, 2020 Filed Feb 12, 2020 22:16 UTC
Burkart John F.Sr. EVP & COO
Exercise / conversionCommon Stock 2,503 $219.22 $548,707.66
Disclosure

SEC source: 0000920522-20-000018 · wf-form4_158154579621322.xml · nonDerivative · entry 1

Burkart John F. · CIK 0001492460 · Sr. EVP & COO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 4,760

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

Read SEC document
February 11, 2020 Filed Feb 12, 2020 22:12 UTC
Kleiman Angela L.Executive Vice President & CFO
Exercise / conversionStock Option (Right to Purchase) · Derivative 6,164 $0.00 Strike: $219.22 $0.00
Disclosure

SEC source: 0000920522-20-000017 · wf-form4_158154552940418.xml · derivative · entry 3

Kleiman Angela L. · CIK 0001654413 · Executive Vice President & CFO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 6,164 shares

Expires 2026-12-08

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

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

F3 · derivative.exercise_date: 1/3 of these total options granted to this Reporting Person vested on each of December 8, 2017, December 8, 2018, and December 8, 2019.

Read SEC document
February 11, 2020 Filed Feb 12, 2020 22:12 UTC
Kleiman Angela L.Executive Vice President & CFO
SaleCommon Stock 6,164 $319.20 $1,967,548.80
Disclosure

SEC source: 0000920522-20-000017 · wf-form4_158154552940418.xml · nonDerivative · entry 2

Kleiman Angela L. · CIK 0001654413 · Executive Vice President & CFO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 5,728

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
February 11, 2020 Filed Feb 12, 2020 22:12 UTC
Kleiman Angela L.Executive Vice President & CFO
Exercise / conversionCommon Stock 6,164 $219.22 $1,351,272.08
Disclosure

SEC source: 0000920522-20-000017 · wf-form4_158154552940418.xml · nonDerivative · entry 1

Kleiman Angela L. · CIK 0001654413 · Executive Vice President & CFO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 11,892

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

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

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

Read SEC document
February 11, 2020 Filed Feb 12, 2020 21:54 UTC
Berry Adam WChief Investment Officer
Exercise / conversionStock Option (Right to Purchase) · Derivative 1,211 $0.00 Strike: $219.22 $0.00
Disclosure

SEC source: 0000920522-20-000016 · wf-form4_158154444056628.xml · derivative · entry 3

Berry Adam W · CIK 0001767246 · Chief Investment Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 3,473

Underlying: Common Stock · 1,211 shares

Expires 2026-12-08

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

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

F3 · derivative.exercise_date: 1/3 of these total options granted to this Reporting Person vested on each of December 8, 2017, December 8, 2018, and December 8, 2019.

Read SEC document
February 11, 2020 Filed Feb 12, 2020 21:54 UTC
Berry Adam WChief Investment Officer
SaleCommon Stock 1,211 $319.43 $386,829.73
Disclosure

SEC source: 0000920522-20-000016 · wf-form4_158154444056628.xml · nonDerivative · entry 2

Berry Adam W · CIK 0001767246 · Chief Investment Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 2,583

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
February 11, 2020 Filed Feb 12, 2020 21:54 UTC
Berry Adam WChief Investment Officer
Exercise / conversionCommon Stock 1,211 $219.22 $265,475.42
Disclosure

SEC source: 0000920522-20-000016 · wf-form4_158154444056628.xml · nonDerivative · entry 1

Berry Adam W · CIK 0001767246 · Chief Investment Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 3,794

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 options terms, the maximum value that the reporting person could receive is $100 per share. The value in excess of such amount, $0.21 per share, was remitted to the Issuer by the reporting person in addition to the exercise price of $219.22.

Read SEC document
February 07, 2020 Filed Feb 10, 2020 23:07 UTC
Farias JohnSenior Vice President and CAO
Exercise / conversionStock Option (Right to Purchase) · Derivative 822 $0.00 Strike: $219.22 $0.00
Disclosure

SEC source: 0000920522-20-000014 · wf-form4_158137603886189.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 · 822 shares

Expires 2026-12-08

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

F2 · derivative.exercise_date: 1/3 of these total options granted to this Reporting Person vested on each of December 8, 2017, December 8, 2018, and December 8, 2019.

Read SEC document
February 07, 2020 Filed Feb 10, 2020 23:07 UTC
Farias JohnSenior Vice President and CAO
SaleCommon Stock 822 $316.25 $259,957.50
Disclosure

SEC source: 0000920522-20-000014 · wf-form4_158137603886189.xml · nonDerivative · entry 2

Farias John · CIK 0001616175 · Senior Vice President and CAO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 711

Read SEC document
February 07, 2020 Filed Feb 10, 2020 23:07 UTC
Farias JohnSenior Vice President and CAO
Exercise / conversionCommon Stock 822 $219.22 $180,198.84
Disclosure

SEC source: 0000920522-20-000014 · wf-form4_158137603886189.xml · nonDerivative · entry 1

Farias John · CIK 0001616175 · Senior Vice President and CAO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 1,533

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
February 03, 2020 Filed Feb 4, 2020 22:07 UTC
Burkart John F.Sr. EVP & COO
SaleCommon Stock 1,656 $311.01 $515,032.56
Disclosure

SEC source: 0000920522-20-000012 · wf-form4_158085402737272.xml · nonDerivative · entry 1

Burkart John F. · CIK 0001492460 · Sr. EVP & COO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 2,257

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

Read SEC document
January 31, 2020 Filed Feb 3, 2020 21:29 UTC Exercise / conversionStock Option (Right to Purchase) · Derivative 2,838 $0.00 Strike: $179.48 $0.00
Disclosure

SEC source: 0000920522-20-000010 · wf-form4_158076536741486.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 · 2,838 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
January 31, 2020 Filed Feb 3, 2020 21:29 UTC SaleCommon Stock 2,838 $309.92 $879,552.96
Disclosure

SEC source: 0000920522-20-000010 · wf-form4_158076536741486.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
January 31, 2020 Filed Feb 3, 2020 21:29 UTC Exercise / conversionCommon Stock 2,838 $179.48 $509,364.24
Disclosure

SEC source: 0000920522-20-000010 · wf-form4_158076536741486.xml · nonDerivative · entry 1

LYONS IRVING F III · CIK 0001202433 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 10,710

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. The value in excess of such amount, $30.44, was remitted to the Issuer by the reporting person in addition to the exercise price of $179.48.

Read SEC document
January 22, 2020 Filed Jan 23, 2020 22:41 UTC
Burkart John F.Sr. EVP & COO
Exercise / conversionStock Option (Right to Purchase) · Derivative 4,400 $0.00 Strike: $219.22 $0.00
Disclosure

SEC source: 0000920522-20-000008 · wf-form4_157981928775141.xml · derivative · entry 3

Burkart John F. · CIK 0001492460 · Sr. EVP & COO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 2,503

Underlying: Common Stock · 4,400 shares

Expires 2026-12-08

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

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

F3 · derivative.exercise_date: 1/3 of these total options granted to this Reporting Person vested on each of December 8, 2017, December 8, 2018, and December 8, 2019.

Read SEC document
January 22, 2020 Filed Jan 23, 2020 22:41 UTC
Burkart John F.Sr. EVP & COO
SaleCommon Stock 4,400 $312.89 $1,376,716.00
Disclosure

SEC source: 0000920522-20-000008 · wf-form4_157981928775141.xml · nonDerivative · entry 2

Burkart John F. · CIK 0001492460 · Sr. EVP & COO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 3,913

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

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