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ESS

ESSEX PROPERTY TRUST, INC.

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3275
SEC CIK
0000920522
Parsed reports
361

Last 12 months

Inside the activity.

0 purchase rows · 1 sale rows

Disclosed non-derivative P/S rows, by transaction month. Includes amendments and private transactions.
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MonthPurchasesSales
Nov 202500
Dec 202500
Jan 202600
Feb 202600
Mar 202600
Apr 202600
May 202601
Jun 202600
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Purchases/sales include open-market and private transactions. Plan disclosure applies to the filing; individual rows may differ. “Not disclosed” is not “unplanned.”

The cutoff filters transaction history only. Company summaries and owner relationships show the latest available disclosures. Parser corrections can improve historical records.

Transaction dateOwner / reported roleActivity / securityShares / unitsReported priceReported valueDetails
January 22, 2020 Filed Jan 23, 2020 22:41 UTC
Burkart John F.Sr. EVP & COO
Exercise / conversionCommon Stock 4,400 $219.22 $964,568.00
Disclosure

SEC source: 0000920522-20-000008 · wf-form4_157981928775141.xml · nonDerivative · entry 1

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 8,313

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
January 14, 2020 Filed Jan 14, 2020 22:10 UTC
SCHALL MICHAEL JPresident and CEO
Tax withholdingCommon Stock 3,305 $305.50 $1,009,677.50
Disclosure

SEC source: 0000920522-20-000002 · wf-form4_157903982620258.xml · nonDerivative · entry 3

SCHALL MICHAEL J · CIK 0001198212 · President and CEO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 42,109

F3 · 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 8, 2016.

Read SEC document
January 14, 2020 Filed Jan 14, 2020 22:55 UTC
Burkart John F.Sr. EVP & COO
Tax withholdingCommon Stock 1,668 $305.50 $509,574.00
Disclosure

SEC source: 0000920522-20-000006 · wf-form4_157904251338734.xml · nonDerivative · entry 2

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 3,913

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 8, 2016.

Read SEC document
January 14, 2020 Filed Jan 14, 2020 22:46 UTC
Kleiman Angela L.Executive Vice President & CFO
Tax withholdingCommon Stock 1,309 $305.50 $399,899.50
Disclosure

SEC source: 0000920522-20-000005 · wf-form4_157904199200838.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

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 8, 2016.

Read SEC document
January 14, 2020 Filed Jan 14, 2020 22:16 UTC
Berry Adam WChief Investment Officer
Tax withholdingCommon Stock 966 $305.50 $295,113.00
Disclosure

SEC source: 0000920522-20-000003 · wf-form4_157904017193936.xml · nonDerivative · entry 2

Berry Adam W · CIK 0001767246 · Chief Investment Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 2,583

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 8, 2016.

Read SEC document
January 14, 2020 Filed Jan 14, 2020 22:40 UTC
Farias JohnSenior Vice President and CAO
Tax withholdingCommon Stock 282 $305.50 $86,151.00
Disclosure

SEC source: 0000920522-20-000004 · wf-form4_157904159110669.xml · nonDerivative · entry 2

Farias John · CIK 0001616175 · Senior Vice President and CAO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 711

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 8, 2016.

Read SEC document
January 10, 2020 Filed Jan 14, 2020 22:10 UTC
SCHALL MICHAEL JPresident and CEO
GrantCommon Stock 1,437 $0.00 $0.00
Disclosure

SEC source: 0000920522-20-000002 · wf-form4_157903982620258.xml · nonDerivative · entry 2

SCHALL MICHAEL J · CIK 0001198212 · President and CEO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 45,414

F2 · shares: As determined on January 10, 2020, this amount of 1,437 represents the remaining restricted stock units originally granted on December 8, 2016 that vested 100% on December 8, 2019 and 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 8, 2019.

Read SEC document
January 10, 2020 Filed Jan 14, 2020 22:10 UTC
SCHALL MICHAEL JPresident and CEO
GrantCommon Stock 2,372 $0.00 $0.00
Disclosure

SEC source: 0000920522-20-000002 · wf-form4_157903982620258.xml · nonDerivative · entry 1

SCHALL MICHAEL J · CIK 0001198212 · President and CEO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 43,977

F1 · shares: As determined on January 10, 2020, this amount of 2,372 represents the remaining restricted stock units originally granted on December 8, 2016 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 8, 2019.

Read SEC document
January 10, 2020 Filed Jan 14, 2020 22:55 UTC
Burkart John F.Sr. EVP & COO
GrantCommon Stock 1,662 $0.00 $0.00
Disclosure

SEC source: 0000920522-20-000006 · wf-form4_157904251338734.xml · nonDerivative · entry 1

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 5,581

F1 · shares: As determined on January 10, 2020, this amount of 1,662 represents the remaining restricted stock units originally granted on December 8, 2016 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 8, 2019.

Read SEC document
January 10, 2020 Filed Jan 14, 2020 22:46 UTC
Kleiman Angela L.Executive Vice President & CFO
GrantCommon Stock 1,298 $0.00 $0.00
Disclosure

SEC source: 0000920522-20-000005 · wf-form4_157904199200838.xml · nonDerivative · entry 1

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 7,037

F1 · shares: As determined on January 10, 2020, this amount of 1,298 represents the remaining restricted stock units originally granted on December 8, 2016 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 8, 2019.

Read SEC document
January 10, 2020 Filed Jan 14, 2020 22:16 UTC
Berry Adam WChief Investment Officer
GrantCommon Stock 952 $0.00 $0.00
Disclosure

SEC source: 0000920522-20-000003 · wf-form4_157904017193936.xml · nonDerivative · entry 1

Berry Adam W · CIK 0001767246 · Chief Investment Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 3,549

F1 · shares: As determined on January 10, 2020, this amount of 952 represents the remaining restricted stock units originally granted on December 8, 2016 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 8, 2019.

Read SEC document
January 10, 2020 Filed Jan 14, 2020 22:40 UTC
Farias JohnSenior Vice President and CAO
GrantCommon Stock 259 $0.00 $0.00
Disclosure

SEC source: 0000920522-20-000004 · wf-form4_157904159110669.xml · nonDerivative · entry 1

Farias John · CIK 0001616175 · Senior Vice President and CAO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 993

F1 · shares: As determined on January 10, 2020, this amount of 259 represents the remaining restricted stock units originally granted on December 8, 2016 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 8, 2019.

Read SEC document
December 04, 2019 Filed Dec 6, 2019 00:34 UTC
Farias JohnSenior Vice President and CAO
GrantStock Option (Right to Purchase) · Derivative 6,022 $0.00 Strike: $311.43 $0.00
Disclosure

SEC source: 0000920522-19-000067 · wf-form4_157559242493766.xml · derivative · entry 1

Farias John · CIK 0001616175 · Senior Vice President and CAO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 6,022

Underlying: Common Stock · 6,022 shares

Expires 2029-12-03

F1 · security: 1/3 of these options vest on each anniversary starting on December 4, 2020 and ending on December 4, 2022. Stock options are subject to a $100 cap upon exercise.

Read SEC document
December 04, 2019 Filed Dec 6, 2019 00:43 UTC
Berry Adam WCo-Chief Investment Officer
GrantStock Option (Right to Purchase) · Derivative 9,893 $0.00 Strike: $311.43 $0.00
Disclosure

SEC source: 0000920522-19-000069 · wf-form4_157559299830266.xml · derivative · entry 1

Berry Adam W · CIK 0001767246 · Co-Chief Investment Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 9,893

Underlying: Common Stock · 9,893 shares

Expires 2029-12-03

F1 · security: 1/3 of these options vest on each anniversary starting on December 4, 2020 and ending on December 4, 2022. Stock options are subject to a $100 cap upon exercise.

Read SEC document
December 04, 2019 Filed Dec 6, 2019 00:39 UTC
SCHALL MICHAEL JPresident and CEO
GrantStock Option (Right to Purchase) · Derivative 35,119 $0.00 Strike: $311.43 $0.00
Disclosure

SEC source: 0000920522-19-000068 · wf-form4_157559274159823.xml · derivative · entry 1

SCHALL MICHAEL J · CIK 0001198212 · President and CEO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 35,119

Underlying: Common Stock · 35,119 shares

Expires 2029-12-03

F1 · security: 1/3 of these options vest on each anniversary starting on December 4, 2020 and ending on December 4, 2022. Stock options are subject to a $100 cap upon exercise.

Read SEC document
December 04, 2019 Filed Dec 6, 2019 00:29 UTC
Burkart John F.Sr. EVP & COO
GrantStock Option (Right to Purchase) · Derivative 19,291 $0.00 Strike: $311.43 $0.00
Disclosure

SEC source: 0000920522-19-000066 · wf-form4_157559214597790.xml · derivative · entry 1

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 19,291

Underlying: Common Stock · 19,291 shares

Expires 2029-12-03

F1 · security: 1/3 of these options vest on each anniversary starting on December 4, 2020 and ending on December 4, 2022. Stock options are subject to a $100 cap upon exercise.

Read SEC document
December 04, 2019 Filed Dec 6, 2019 00:25 UTC
Kleiman Angela L.Executive Vice President & CFO
GrantStock Option (Right to Purchase) · Derivative 15,828 $0.00 Strike: $311.43 $0.00
Disclosure

SEC source: 0000920522-19-000065 · wf-form4_157559193330930.xml · derivative · entry 1

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 15,828

Underlying: Common Stock · 15,828 shares

Expires 2029-12-03

F1 · security: 1/3 of these options vest on each anniversary starting on December 4, 2020 and ending on December 4, 2022. Stock options are subject to a $100 cap upon exercise.

Read SEC document
December 04, 2019 Filed Dec 16, 2019 22:40 UTC Amendment
Burkart John F.Sr. EVP & COO
GrantStock Option (Right to Purchase) · Derivative 19,637 $0.00 Strike: $311.43 $0.00
Disclosure

SEC source: 0000920522-19-000078 · wf-form4a_157653602084156.xml · derivative · entry 1

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 19,637

Underlying: Common Stock · 19,637 shares

Expires 2029-12-03

F1 · security: 1/3 of these options vest on each anniversary starting on December 4, 2020 and ending on December 4, 2022. Stock options are subject to a $100 cap upon exercise.

F2 · shares: The Reporting Person's Form 4 filed on December 5, 2019 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 04, 2019 Filed Dec 16, 2019 22:29 UTC Amendment
Berry Adam WCo-Chief Investment Officer
GrantStock Option (Right to Purchase) · Derivative 10,071 $0.00 Strike: $311.43 $0.00
Disclosure

SEC source: 0000920522-19-000076 · wf-form4a_157653535582022.xml · derivative · entry 1

Berry Adam W · CIK 0001767246 · Co-Chief Investment Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 10,071

Underlying: Common Stock · 10,071 shares

Expires 2029-12-03

F1 · security: 1/3 of these options vest on each anniversary starting on December 4, 2020 and ending on December 4, 2022. Stock options are subject to a $100 cap upon exercise.

F2 · shares: The Reporting Person's Form 4 filed on December 5, 2019 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 04, 2019 Filed Dec 16, 2019 22:34 UTC Amendment
Farias JohnSenior Vice President and CAO
GrantStock Option (Right to Purchase) · Derivative 6,130 $0.00 Strike: $311.43 $0.00
Disclosure

SEC source: 0000920522-19-000077 · wf-form4a_157653562818016.xml · derivative · entry 1

Farias John · CIK 0001616175 · Senior Vice President and CAO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 6,130

Underlying: Common Stock · 6,130 shares

Expires 2029-12-03

F1 · security: 1/3 of these options vest on each anniversary starting on December 4, 2020 and ending on December 4, 2022. Stock options are subject to a $100 cap upon exercise.

F2 · shares: The Reporting Person's Form 4 filed on December 5, 2019 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 04, 2019 Filed Dec 16, 2019 22:24 UTC Amendment
SCHALL MICHAEL JPresident and CEO
GrantStock Option (Right to Purchase) · Derivative 35,749 $0.00 Strike: $311.43 $0.00
Disclosure

SEC source: 0000920522-19-000075 · wf-form4a_157653503452462.xml · derivative · entry 1

SCHALL MICHAEL J · CIK 0001198212 · President and CEO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 35,749

Underlying: Common Stock · 35,749 shares

Expires 2029-12-03

F1 · security: 1/3 of these options vest on each anniversary starting on December 4, 2020 and ending on December 4, 2022. Stock options are subject to a $100 cap upon exercise.

F2 · shares: The Reporting Person's Form 4 filed on December 5, 2019 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 04, 2019 Filed Dec 16, 2019 22:19 UTC Amendment
Kleiman Angela L.Executive Vice President & CFO
GrantStock Option (Right to Purchase) · Derivative 16,113 $0.00 Strike: $311.43 $0.00
Disclosure

SEC source: 0000920522-19-000074 · wf-form4a_157653476578995.xml · derivative · entry 1

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 16,113

Underlying: Common Stock · 16,113 shares

Expires 2029-12-03

F1 · security: 1/3 of these options vest on each anniversary starting on December 4, 2020 and ending on December 4, 2022. Stock options are subject to a $100 cap upon exercise.

F2 · shares: The Reporting Person's Form 4 filed on December 5, 2019 incorrectly reported the number of stock options granted, and this amended Form 4 is being filed to report the correct number.

Read SEC document
November 25, 2019 Filed Nov 26, 2019 21:35 UTC
ZIMMERMAN CRAIG KExecutive Vice President
Exercise / conversionStock Option (Right to Purchase) · Derivative 2,166 $0.00 Strike: $152.63 $0.00
Disclosure

SEC source: 0000920522-19-000063 · wf-form4_157480413192023.xml · derivative · entry 7

ZIMMERMAN CRAIG K · CIK 0001200100 · Executive Vice President

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 2,166 shares

Expires 2023-12-10

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.

F6 · derivative.exercise_date: Vested 20% on December 10, 2014 and 1/60th on each monthly anniversary thereafter.

Read SEC document
November 25, 2019 Filed Nov 26, 2019 21:35 UTC
ZIMMERMAN CRAIG KExecutive Vice President
Exercise / conversionStock Option (Right to Purchase) · Derivative 699 $0.00 Strike: $143.03 $0.00
Disclosure

SEC source: 0000920522-19-000063 · wf-form4_157480413192023.xml · derivative · entry 6

ZIMMERMAN CRAIG K · CIK 0001200100 · Executive Vice President

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 699 shares

Expires 2019-12-11

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.

F5 · derivative.exercise_date: Vested 10% on December 11, 2012, and 20% on each annual anniversary thereafter.

Read SEC document
November 25, 2019 Filed Nov 26, 2019 21:35 UTC
ZIMMERMAN CRAIG KExecutive Vice President
Exercise / conversionStock Option (Right to Purchase) · Derivative 1,514 $0.00 Strike: $132.03 $0.00
Disclosure

SEC source: 0000920522-19-000063 · wf-form4_157480413192023.xml · derivative · entry 5

ZIMMERMAN CRAIG K · CIK 0001200100 · Executive Vice President

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 1,514 shares

Expires 2021-12-06

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

F4 · derivative.exercise_date: Vested 10% on December 6, 2011, and 20% on each annual anniversary thereafter.

Read SEC document
November 25, 2019 Filed Nov 26, 2019 21:35 UTC
ZIMMERMAN CRAIG KExecutive Vice President
SaleCommon Stock 4,379 $310.59 $1,360,073.61
Disclosure

SEC source: 0000920522-19-000063 · wf-form4_157480413192023.xml · nonDerivative · entry 4

ZIMMERMAN CRAIG K · CIK 0001200100 · Executive Vice President

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 11,331

Read SEC document
November 25, 2019 Filed Nov 26, 2019 21:35 UTC
ZIMMERMAN CRAIG KExecutive Vice President
Exercise / conversionCommon Stock 2,166 $152.63 $330,596.58
Disclosure

SEC source: 0000920522-19-000063 · wf-form4_157480413192023.xml · nonDerivative · entry 3

ZIMMERMAN CRAIG K · CIK 0001200100 · Executive Vice President

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 15,710

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.

F3 · 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, $57.87, was remitted to the Issuer by the Reporting Person in addition to the exercise price of $152.63.

Read SEC document
November 25, 2019 Filed Nov 26, 2019 21:35 UTC
ZIMMERMAN CRAIG KExecutive Vice President
Exercise / conversionCommon Stock 699 $143.03 $99,977.97
Disclosure

SEC source: 0000920522-19-000063 · wf-form4_157480413192023.xml · nonDerivative · entry 2

ZIMMERMAN CRAIG K · CIK 0001200100 · Executive Vice President

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 13,544

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

F2 · price: Under the options terms, the maximum value that the Reporting Person could receive is $75 per share. The value in excess of such amount, $92.54, was remitted to the Issuer by the Reporting Person in addition to the exercise price of $143.03.

Read SEC document
November 25, 2019 Filed Nov 26, 2019 21:35 UTC
ZIMMERMAN CRAIG KExecutive Vice President
Exercise / conversionCommon Stock 1,514 $132.03 $199,893.42
Disclosure

SEC source: 0000920522-19-000063 · wf-form4_157480413192023.xml · nonDerivative · entry 1

ZIMMERMAN CRAIG K · CIK 0001200100 · Executive Vice President

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 12,845

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, $78.71, was remitted to the Issuer by the Reporting Person in addition to the exercise price of $132.03.

Read SEC document
October 25, 2019 Filed Oct 28, 2019 21:07 UTC
SCHALL MICHAEL JPresident and CEO
Exercise / conversionStock Option (Right to Purchase) · Derivative 655 $0.00 Strike: $152.63 $0.00
Disclosure

SEC source: 0000920522-19-000061 · wf-form4_157229680655186.xml · derivative · entry 8

SCHALL MICHAEL J · CIK 0001198212 · President and CEO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 655 shares

Expires 2023-12-10

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.

F6 · derivative.exercise_date: Vested 20% on December 10, 2014 and 1/60th on each monthly anniversary thereafter.

Read SEC document
October 25, 2019 Filed Oct 28, 2019 21:07 UTC
SCHALL MICHAEL JPresident and CEO
Exercise / conversionStock Option (Right to Purchase) · Derivative 699 $0.00 Strike: $143.03 $0.00
Disclosure

SEC source: 0000920522-19-000061 · wf-form4_157229680655186.xml · derivative · entry 7

SCHALL MICHAEL J · CIK 0001198212 · President and CEO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 699 shares

Expires 2019-12-11

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.

F5 · derivative.exercise_date: Vested 10% on December 11, 2012, and 20% on each annual anniversary thereafter.

Read SEC document
October 25, 2019 Filed Oct 28, 2019 21:07 UTC
SCHALL MICHAEL JPresident and CEO
Exercise / conversionStock Option (Right to Purchase) · Derivative 4,542 $0.00 Strike: $132.03 $0.00
Disclosure

SEC source: 0000920522-19-000061 · wf-form4_157229680655186.xml · derivative · entry 6

SCHALL MICHAEL J · CIK 0001198212 · President and CEO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 4,542 shares

Expires 2021-12-06

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

F4 · derivative.exercise_date: Vested 10% on December 6, 2011, and 20% on each annual anniversary thereafter.

Read SEC document
October 25, 2019 Filed Oct 28, 2019 21:07 UTC
SCHALL MICHAEL JPresident and CEO
Tax withholdingCommon Stock 4,142 $325.91 $1,349,919.22
Disclosure

SEC source: 0000920522-19-000061 · wf-form4_157229680655186.xml · nonDerivative · entry 4

SCHALL MICHAEL J · CIK 0001198212 · President and CEO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 41,605

F3 · price: Represents the number of shares of common stock that the Reporting Person delivered to the Company to satisfy the payment of exercise price and the proceeds above the respective maximum value of each stock option that the Reporting Person could receive.

Read SEC document
October 25, 2019 Filed Oct 28, 2019 21:07 UTC
SCHALL MICHAEL JPresident and CEO
Exercise / conversionCommon Stock 655 $152.63 $99,972.65
Disclosure

SEC source: 0000920522-19-000061 · wf-form4_157229680655186.xml · nonDerivative · entry 3

SCHALL MICHAEL J · CIK 0001198212 · President and CEO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 45,747

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

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

Read SEC document
October 25, 2019 Filed Oct 28, 2019 21:07 UTC
SCHALL MICHAEL JPresident and CEO
Exercise / conversionCommon Stock 699 $143.03 $99,977.97
Disclosure

SEC source: 0000920522-19-000061 · wf-form4_157229680655186.xml · nonDerivative · entry 2

SCHALL MICHAEL J · CIK 0001198212 · President and CEO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 45,092

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

F2 · price: Under the options terms, the maximum value that the Reporting Person could receive is $75 per share.

Read SEC document
October 25, 2019 Filed Oct 28, 2019 21:07 UTC
SCHALL MICHAEL JPresident and CEO
Exercise / conversionCommon Stock 4,542 $132.03 $599,680.26
Disclosure

SEC source: 0000920522-19-000061 · wf-form4_157229680655186.xml · nonDerivative · entry 1

SCHALL MICHAEL J · CIK 0001198212 · President and CEO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 44,393

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.

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October 16, 2019 Filed Dec 12, 2019 21:44 UTC OtherDownREIT Limited Partnership Units · Derivative 8,716 $235.00 $2,048,260.00
Disclosure

SEC source: 0000920522-19-000072 · wf-form4_157618703133605.xml · derivative · entry 1

MARCUS GEORGE M · CIK 0000939706 · Director

10b5-1 filing: Not disclosed

Ownership: Indirect · Held by MMC Investments, LLC

Disclosed balance after: 66,575

Underlying: Common Stock · 8,716 shares

Expires not disclosed

F1 · security: On October 16, 2019, MMC Investments, LLC transferred 8,716 DownREIT limited partnership units to one of its member. Accordingly, such shares are no longer beneficially owned by the Reporting Person.

F2 · derivative.exercise_price: The DownREIT limited partnership units are currently redeemable for an equal number of shares of the Issuer's common stock. The DownREIT limited partnership units have no expiration date.

F1 · kind: On October 16, 2019, MMC Investments, LLC transferred 8,716 DownREIT limited partnership units to one of its member. Accordingly, such shares are no longer beneficially owned by the Reporting Person.

F2 · derivative.expiration_date: The DownREIT limited partnership units are currently redeemable for an equal number of shares of the Issuer's common stock. The DownREIT limited partnership units have no expiration date.

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September 20, 2019 Filed Sep 23, 2019 21:17 UTC Exercise / conversionStock Option (Right to Purchase) · Derivative 2,500 $0.00 Strike: $224.05 $0.00
Disclosure

SEC source: 0000920522-19-000057 · wf-form4_156927344465602.xml · derivative · entry 3

Sears Janice L. · CIK 0001521276 · 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
September 20, 2019 Filed Sep 23, 2019 21:17 UTC SaleCommon Stock 2,500 $324.26 $810,650.00
Disclosure

SEC source: 0000920522-19-000057 · wf-form4_156927344465602.xml · nonDerivative · entry 2

Sears Janice L. · CIK 0001521276 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 1,083

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September 20, 2019 Filed Sep 23, 2019 21:17 UTC Exercise / conversionCommon Stock 2,500 $224.05 $560,125.00
Disclosure

SEC source: 0000920522-19-000057 · wf-form4_156927344465602.xml · nonDerivative · entry 1

Sears Janice L. · CIK 0001521276 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 3,583

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, $0.21 was remitted to the Issuer by the reporting person in addition to the exercise price of $224.05.

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September 03, 2019 Filed Sep 3, 2019 22:50 UTC Exercise / conversionStock Option (Right to Purchase) · Derivative 865 $0.00 Strike: $224.28 $0.00
Disclosure

SEC source: 0000920522-19-000055 · wf-form4_156755100021073.xml · derivative · entry 12

SCORDELIS BYRON A · CIK 0001189059 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 865 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.

Read SEC document
September 03, 2019 Filed Sep 3, 2019 22:50 UTC Exercise / conversionStock Option (Right to Purchase) · Derivative 830 $0.00 Strike: $224.05 $0.00
Disclosure

SEC source: 0000920522-19-000055 · wf-form4_156755100021073.xml · derivative · entry 11

SCORDELIS BYRON A · CIK 0001189059 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 830 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
September 03, 2019 Filed Sep 3, 2019 22:50 UTC SaleCommon Stock 865 $322.00 $278,530.00
Disclosure

SEC source: 0000920522-19-000055 · wf-form4_156755100021073.xml · nonDerivative · entry 8

SCORDELIS BYRON A · CIK 0001189059 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 2,925

Read SEC document
September 03, 2019 Filed Sep 3, 2019 22:50 UTC Exercise / conversionCommon Stock 865 $224.28 $194,002.20
Disclosure

SEC source: 0000920522-19-000055 · wf-form4_156755100021073.xml · nonDerivative · entry 7

SCORDELIS BYRON A · CIK 0001189059 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 3,790

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

F2 · price: Under the options terms, the maximum value that the reporting person could receive is $125 per share.

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September 03, 2019 Filed Sep 3, 2019 22:50 UTC SaleCommon Stock 830 $322.00 $267,260.00
Disclosure

SEC source: 0000920522-19-000055 · wf-form4_156755100021073.xml · nonDerivative · entry 6

SCORDELIS BYRON A · CIK 0001189059 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 2,925

Read SEC document
September 03, 2019 Filed Sep 3, 2019 22:50 UTC Exercise / conversionCommon Stock 830 $224.05 $185,961.50
Disclosure

SEC source: 0000920522-19-000055 · wf-form4_156755100021073.xml · nonDerivative · entry 5

SCORDELIS BYRON A · CIK 0001189059 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 3,755

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
August 30, 2019 Filed Sep 3, 2019 22:50 UTC Exercise / conversionStock Option (Right to Purchase) · Derivative 1,744 $0.00 Strike: $224.28 $0.00
Disclosure

SEC source: 0000920522-19-000055 · wf-form4_156755100021073.xml · derivative · entry 10

SCORDELIS BYRON A · CIK 0001189059 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 865

Underlying: Common Stock · 1,744 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.

Read SEC document
August 30, 2019 Filed Sep 3, 2019 22:50 UTC Exercise / conversionStock Option (Right to Purchase) · Derivative 1,670 $0.00 Strike: $224.05 $0.00
Disclosure

SEC source: 0000920522-19-000055 · wf-form4_156755100021073.xml · derivative · entry 9

SCORDELIS BYRON A · CIK 0001189059 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 830

Underlying: Common Stock · 1,670 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 30, 2019 Filed Sep 3, 2019 22:50 UTC SaleCommon Stock 1,744 $322.00 $561,568.00
Disclosure

SEC source: 0000920522-19-000055 · wf-form4_156755100021073.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 30, 2019 Filed Sep 3, 2019 22:50 UTC Exercise / conversionCommon Stock 1,744 $224.28 $391,144.32
Disclosure

SEC source: 0000920522-19-000055 · wf-form4_156755100021073.xml · nonDerivative · entry 3

SCORDELIS BYRON A · CIK 0001189059 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 4,669

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

F2 · price: Under the options terms, the maximum value that the reporting person could receive is $125 per share.

Read SEC document

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