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EXR

Extra Space Storage Inc.

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3142
SEC CIK
0001289490
Parsed reports
490

Last 12 months

Inside the activity.

0 purchase rows · 2 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 202601
Apr 202600
May 202600
Jun 202601
Jul 202600
Aug 202600
Sep 202600
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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
February 18, 2021 Filed Feb 23, 2021 00:19 UTC
Stubbs P ScottExecutive VP and CFO
Tax withholdingCommon Stock 3,223 $117.17 $377,638.91
Disclosure

SEC source: 0001179110-21-002069 · edgar.xml · nonDerivative · entry 1

Stubbs P Scott · CIK 0001357194 · Executive VP and CFO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 148,968

F1 · shares: Represents shares withheld by the Issuer in payment of the tax liability arising in connection with the settlement of the PSUs.

Read SEC document
February 18, 2021 Filed Feb 23, 2021 00:19 UTC
Sondhi SamratExecutive VP and CMO
Tax withholdingCommon Stock 2,303 $117.17 $269,842.51
Disclosure

SEC source: 0001179110-21-002067 · edgar.xml · nonDerivative · entry 1

Sondhi Samrat · CIK 0001596298 · Executive VP and CMO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 79,871

F1 · shares: Represents shares withheld by the Issuer in payment of the tax liability arising in connection with the settlement of the PSUs.

Read SEC document
February 18, 2021 Filed Feb 23, 2021 00:19 UTC
McNeal Gwyn GoodsonEVP/Chief Legal Officer
Tax withholdingCommon Stock 1,333 $117.17 $156,187.61
Disclosure

SEC source: 0001179110-21-002068 · edgar.xml · nonDerivative · entry 1

McNeal Gwyn Goodson · CIK 0001586183 · EVP/Chief Legal Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 28,714

F1 · shares: Represents shares withheld by the Issuer in payment of the tax liability arising in connection with the settlement of the PSUs.

Read SEC document
February 16, 2021 Filed Feb 19, 2021 01:29 UTC
Margolis Joseph DChief Executive Officer
GrantCommon Stock 10,880 $117.19 $1,275,027.20
Disclosure

SEC source: 0001179110-21-001968 · edgar.xml · nonDerivative · entry 5

Margolis Joseph D · CIK 0001330121 · Chief Executive Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 64,817

F5 · shares: Restricted stock awards vest 25% annually over four years, beginning on the first anniversary of the grant date.

Read SEC document
February 16, 2021 Filed Feb 19, 2021 01:29 UTC
Margolis Joseph DChief Executive Officer
GrantCommon Stock 24,534 $117.19 $2,875,139.46
Disclosure

SEC source: 0001179110-21-001968 · edgar.xml · nonDerivative · entry 4

Margolis Joseph D · CIK 0001330121 · Chief Executive Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 53,937

F4 · shares: Represents the number of shares of common stock issued upon the vesting of performance stock units (PSUs). Each PSU represented a contingent right to receive shares of the Issuer common stock. The PSUs were originally granted on February 14, 2018 and were eligible to vest based on the Issuer achievement of certain performance objectives during the three-year performance period ending December 31, 2020. On February 16, 2021, the Compensation Committee of the Board of Directors of the Issuer certified the Issuer achievement relative to the applicable performance objectives and approved the vesting of the PSUs with respect to these shares.

Read SEC document
February 16, 2021 Filed Feb 19, 2021 01:29 UTC
Margolis Joseph DChief Executive Officer
Tax withholdingCommon Stock 1,703 $116.80 $198,910.40
Disclosure

SEC source: 0001179110-21-001968 · edgar.xml · nonDerivative · entry 3

Margolis Joseph D · CIK 0001330121 · Chief Executive Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 29,403

F3 · shares: Represents shares withheld by the Issuer in payment of the tax liability arising in connection with the settlement of vested restricted stock awards. Restricted stock awards vest 25% annually over four years, beginning on the first anniversary of the grant date 2/15/2017.

Read SEC document
February 16, 2021 Filed Feb 19, 2021 01:29 UTC
Margolis Joseph DChief Executive Officer
Tax withholdingCommon Stock 1,622 $116.80 $189,449.60
Disclosure

SEC source: 0001179110-21-001968 · edgar.xml · nonDerivative · entry 2

Margolis Joseph D · CIK 0001330121 · Chief Executive Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 31,106

F2 · shares: Represents shares withheld by the Issuer in payment of the tax liability arising in connection with the settlement of vested restricted stock awards. Restricted stock awards vest 25% annually over four years, beginning on the first anniversary of the grant date 2/14/2018.

Read SEC document
February 16, 2021 Filed Feb 19, 2021 01:29 UTC
Margolis Joseph DChief Executive Officer
Tax withholdingCommon Stock 1,281 $116.80 $149,620.80
Disclosure

SEC source: 0001179110-21-001968 · edgar.xml · nonDerivative · entry 1

Margolis Joseph D · CIK 0001330121 · Chief Executive Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 32,728

F1 · shares: Represents shares withheld by the Issuer in payment of the tax liability arising in connection with the settlement of vested restricted stock awards. Restricted stock awards vest 25% annually over four years, beginning on the first anniversary of the grant date 2/12/2020.

Read SEC document
February 16, 2021 Filed Feb 18, 2021 20:27 UTC Tax withholdingCommon Stock 318 $116.80 $37,142.40
Disclosure

SEC source: 0001179110-21-001963 · edgar.xml · nonDerivative · entry 1

Woolley Kenneth M. · CIK 0001299642 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 409,164

F1 · shares: Represents shares withheld by the Issuer in payment of the tax liability arising in connection with the settlement of vested restricted stock awards. Restricted stock awards vest 25% annually over four years, beginning on the first anniversary of the grant date 2/15/2017.

Read SEC document
February 16, 2021 Filed Feb 19, 2021 01:29 UTC
Sondhi SamratExecutive VP and CMO
GrantCommon Stock 2,332 $117.19 $273,287.08
Disclosure

SEC source: 0001179110-21-001969 · edgar.xml · nonDerivative · entry 5

Sondhi Samrat · CIK 0001596298 · Executive VP and CMO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 82,174

F5 · shares: Restricted stock awards vest 25% annually over four years, beginning on the first anniversary of the grant date.

Read SEC document
February 16, 2021 Filed Feb 19, 2021 01:29 UTC
Sondhi SamratExecutive VP and CMO
GrantCommon Stock 5,194 $117.19 $608,684.86
Disclosure

SEC source: 0001179110-21-001969 · edgar.xml · nonDerivative · entry 4

Sondhi Samrat · CIK 0001596298 · Executive VP and CMO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 79,842

F4 · shares: Represents the number of shares of common stock issued upon the vesting of performance stock units (PSUs). Each PSU represented a contingent right to receive shares of the Issuer common stock. The PSUs were originally granted on February 14, 2018 and were eligible to vest based on the Issuer achievement of certain performance objectives during the three-year performance period ending December 31, 2020. On February 16, 2021, the Compensation Committee of the Board of Directors of the Issuer certified the Issuer achievement relative to the applicable performance objectives and approved the vesting of the PSUs with respect to these shares.

Read SEC document
February 16, 2021 Filed Feb 19, 2021 01:29 UTC
Sondhi SamratExecutive VP and CMO
Tax withholdingCommon Stock 266 $116.80 $31,068.80
Disclosure

SEC source: 0001179110-21-001969 · edgar.xml · nonDerivative · entry 3

Sondhi Samrat · CIK 0001596298 · Executive VP and CMO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 74,648

F3 · shares: Represents shares withheld by the Issuer in payment of the tax liability arising in connection with the settlement of vested restricted stock awards. Restricted stock awards vest 25% annually over four years, beginning on the first anniversary of the grant date 2/15/2017.

Read SEC document
February 16, 2021 Filed Feb 19, 2021 01:29 UTC
Sondhi SamratExecutive VP and CMO
Tax withholdingCommon Stock 351 $116.80 $40,996.80
Disclosure

SEC source: 0001179110-21-001969 · edgar.xml · nonDerivative · entry 2

Sondhi Samrat · CIK 0001596298 · Executive VP and CMO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 74,914

F2 · shares: Represents shares withheld by the Issuer in payment of the tax liability arising in connection with the settlement of vested restricted stock awards. Restricted stock awards vest 25% annually over four years, beginning on the first anniversary of the grant date 2/14/2018.

Read SEC document
February 16, 2021 Filed Feb 19, 2021 01:29 UTC
Sondhi SamratExecutive VP and CMO
Tax withholdingCommon Stock 304 $116.80 $35,507.20
Disclosure

SEC source: 0001179110-21-001969 · edgar.xml · nonDerivative · entry 1

Sondhi Samrat · CIK 0001596298 · Executive VP and CMO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 75,265

F1 · shares: Represents shares withheld by the Issuer in payment of the tax liability arising in connection with the settlement of vested restricted stock awards. Restricted stock awards vest 25% annually over four years, beginning on the first anniversary of the grant date 2/12/2020.

Read SEC document
February 16, 2021 Filed Feb 19, 2021 01:29 UTC
Stubbs P ScottExecutive VP and CFO
GrantCommon Stock 3,040 $117.19 $356,257.60
Disclosure

SEC source: 0001179110-21-001967 · edgar.xml · nonDerivative · entry 5

Stubbs P Scott · CIK 0001357194 · Executive VP and CFO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 152,191

F5 · shares: Restricted stock awards vest 25% annually over four years, beginning on the first anniversary of the grant date.

Read SEC document
February 16, 2021 Filed Feb 19, 2021 01:29 UTC
Stubbs P ScottExecutive VP and CFO
GrantCommon Stock 8,634 $117.19 $1,011,818.46
Disclosure

SEC source: 0001179110-21-001967 · edgar.xml · nonDerivative · entry 4

Stubbs P Scott · CIK 0001357194 · Executive VP and CFO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 149,151

F4 · shares: Represents the number of shares of common stock issued upon the vesting of performance stock units (PSUs). Each PSU represented a contingent right to receive shares of the Issuer common stock. The PSUs were originally granted on February 14, 2018 and were eligible to vest based on the Issuer achievement of certain performance objectives during the three-year performance period ending December 31, 2020. On February 16, 2021, the Compensation Committee of the Board of Directors of the Issuer certified the Issuer achievement relative to the applicable performance objectives and approved the vesting of the PSUs with respect to these shares.

Read SEC document
February 16, 2021 Filed Feb 19, 2021 01:29 UTC
Stubbs P ScottExecutive VP and CFO
Tax withholdingCommon Stock 455 $116.80 $53,144.00
Disclosure

SEC source: 0001179110-21-001967 · edgar.xml · nonDerivative · entry 3

Stubbs P Scott · CIK 0001357194 · Executive VP and CFO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 140,517

F3 · shares: Represents shares withheld by the Issuer in payment of the tax liability arising in connection with the settlement of vested restricted stock awards. Restricted stock awards vest 25% annually over four years, beginning on the first anniversary of the grant date 2/15/2017.

Read SEC document
February 16, 2021 Filed Feb 19, 2021 01:29 UTC
Stubbs P ScottExecutive VP and CFO
Tax withholdingCommon Stock 477 $116.80 $55,713.60
Disclosure

SEC source: 0001179110-21-001967 · edgar.xml · nonDerivative · entry 2

Stubbs P Scott · CIK 0001357194 · Executive VP and CFO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 140,972

F2 · shares: Represents shares withheld by the Issuer in payment of the tax liability arising in connection with the settlement of vested restricted stock awards. Restricted stock awards vest 25% annually over four years, beginning on the first anniversary of the grant date 2/14/2018.

Read SEC document
February 16, 2021 Filed Feb 19, 2021 01:29 UTC
Stubbs P ScottExecutive VP and CFO
Tax withholdingCommon Stock 339 $116.80 $39,595.20
Disclosure

SEC source: 0001179110-21-001967 · edgar.xml · nonDerivative · entry 1

Stubbs P Scott · CIK 0001357194 · Executive VP and CFO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 141,449

F1 · shares: Represents shares withheld by the Issuer in payment of the tax liability arising in connection with the settlement of vested restricted stock awards. Restricted stock awards vest 25% annually over four years, beginning on the first anniversary of the grant date 2/12/2020.

Read SEC document
February 16, 2021 Filed Feb 19, 2021 01:28 UTC
Springer William NEVP, Chief S & P Officer
GrantCommon Stock 601 $117.19 $70,431.19
Disclosure

SEC source: 0001179110-21-001966 · edgar.xml · nonDerivative · entry 2

Springer William N · CIK 0001799963 · EVP, Chief S & P Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 3,271

F3 · shares: Restricted stock awards vest 25% annually over four years, beginning on the first anniversary of the grant date.

Read SEC document
February 16, 2021 Filed Feb 19, 2021 01:28 UTC
Springer William NEVP, Chief S & P Officer
Tax withholdingCommon Stock 52 $116.80 $6,073.60
Disclosure

SEC source: 0001179110-21-001966 · edgar.xml · nonDerivative · entry 1

Springer William N · CIK 0001799963 · EVP, Chief S & P Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 2,670

F2 · shares: Represents shares withheld by the Issuer in payment of the tax liability arising in connection with the settlement of vested restricted stock awards. Restricted stock awards vest 25% annually over four years, beginning on the first anniversary of the grant date 2/12/2020.

Read SEC document
February 16, 2021 Filed Feb 19, 2021 01:28 UTC
Dickens Zachary TEVP, Chief Investment Officer
GrantCommon Stock 740 $117.19 $86,720.60
Disclosure

SEC source: 0001179110-21-001965 · edgar.xml · nonDerivative · entry 2

Dickens Zachary T · CIK 0001799962 · EVP, Chief Investment Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 9,839

F2 · shares: Restricted stock awards vest 25% annually over four years, beginning on the first anniversary of the grant date.

Read SEC document
February 16, 2021 Filed Feb 19, 2021 01:28 UTC
Dickens Zachary TEVP, Chief Investment Officer
Tax withholdingCommon Stock 79 $116.80 $9,227.20
Disclosure

SEC source: 0001179110-21-001965 · edgar.xml · nonDerivative · entry 1

Dickens Zachary T · CIK 0001799962 · EVP, Chief Investment Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 9,099

F1 · shares: Represents shares withheld by the Issuer in payment of the tax liability arising in connection with the settlement of vested restricted stock awards. Restricted stock awards vest 25% annually over four years, beginning on the first anniversary of the grant date 2/12/2020.

Read SEC document
February 16, 2021 Filed Feb 19, 2021 01:28 UTC
McNeal Gwyn GoodsonEVP/Chief Legal Officer
GrantCommon Stock 1,991 $117.19 $233,325.29
Disclosure

SEC source: 0001179110-21-001964 · edgar.xml · nonDerivative · entry 5

McNeal Gwyn Goodson · CIK 0001586183 · EVP/Chief Legal Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 30,047

F5 · shares: Restricted stock awards vest 25% annually over four years, beginning on the first anniversary of the grant date.

Read SEC document
February 16, 2021 Filed Feb 19, 2021 01:28 UTC
McNeal Gwyn GoodsonEVP/Chief Legal Officer
GrantCommon Stock 4,870 $117.19 $570,715.30
Disclosure

SEC source: 0001179110-21-001964 · edgar.xml · nonDerivative · entry 4

McNeal Gwyn Goodson · CIK 0001586183 · EVP/Chief Legal Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 28,056

F4 · shares: Represents the number of shares of common stock issued upon the vesting of performance stock units (PSUs). Each PSU represented a contingent right to receive shares of the Issuer common stock. The PSUs were originally granted on February 14, 2018 and were eligible to vest based on the Issuer achievement of certain performance objectives during the three-year performance period ending December 31, 2020. On February 16, 2021, the Compensation Committee of the Board of Directors of the Issuer certified the Issuer achievement relative to the applicable performance objectives and approved the vesting of the PSUs with respect to these shares.

Read SEC document
February 16, 2021 Filed Feb 19, 2021 01:28 UTC
McNeal Gwyn GoodsonEVP/Chief Legal Officer
Tax withholdingCommon Stock 164 $116.80 $19,155.20
Disclosure

SEC source: 0001179110-21-001964 · edgar.xml · nonDerivative · entry 3

McNeal Gwyn Goodson · CIK 0001586183 · EVP/Chief Legal Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 23,186

F3 · shares: Represents shares withheld by the Issuer in payment of the tax liability arising in connection with the settlement of vested restricted stock awards. Restricted stock awards vest 25% annually over four years, beginning on the first anniversary of the grant date 2/15/2017.

Read SEC document
February 16, 2021 Filed Feb 19, 2021 01:28 UTC
McNeal Gwyn GoodsonEVP/Chief Legal Officer
Tax withholdingCommon Stock 212 $116.80 $24,761.60
Disclosure

SEC source: 0001179110-21-001964 · edgar.xml · nonDerivative · entry 2

McNeal Gwyn Goodson · CIK 0001586183 · EVP/Chief Legal Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 23,350

F2 · shares: Represents shares withheld by the Issuer in payment of the tax liability arising in connection with the settlement of vested restricted stock awards. Restricted stock awards vest 25% annually over four years, beginning on the first anniversary of the grant date 2/14/2018.

Read SEC document
February 16, 2021 Filed Feb 19, 2021 01:28 UTC
McNeal Gwyn GoodsonEVP/Chief Legal Officer
Tax withholdingCommon Stock 171 $116.80 $19,972.80
Disclosure

SEC source: 0001179110-21-001964 · edgar.xml · nonDerivative · entry 1

McNeal Gwyn Goodson · CIK 0001586183 · EVP/Chief Legal Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 23,562

F1 · shares: Represents shares withheld by the Issuer in payment of the tax liability arising in connection with the settlement of vested restricted stock awards. Restricted stock awards vest 25% annually over four years, beginning on the first anniversary of the grant date 2/12/2020.

Read SEC document
February 16, 2021 Filed Feb 19, 2021 01:27 UTC GrantCommon Stock 832 $117.19 $97,502.08
Disclosure

SEC source: 0001179110-21-001962 · edgar.xml · nonDerivative · entry 1

Herrington Matthew T · CIK 0001814592 · EVP & COO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 6,079

F1 · shares: Restricted stock awards vest 25% annually over four years, beginning on the first anniversary of the grant date.

Read SEC document
January 01, 2021 Filed Jan 5, 2021 21:53 UTC
KUNDE GRACESVP Accounting and Finance
GrantCommon Stock 1,000 $115.86 $115,860.00
Disclosure

SEC source: 0001179110-21-000171 · edgar.xml · nonDerivative · entry 1

KUNDE GRACE · CIK 0001537959 · SVP Accounting and Finance

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 9,665

Read SEC document
December 23, 2020 Filed Dec 28, 2020 23:48 UTC
Margolis Joseph DChief Executive Officer
SaleCommon Stock 2,500 $115.10 $287,742.00
Disclosure

SEC source: 0001179110-20-012250 · edgar.xml · nonDerivative · entry 1

Margolis Joseph D · CIK 0001330121 · Chief Executive Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 115,300

F2 · shares: Sale occurred pursuant to a 10b5-1 plan entered into by Mr. Margolis on February 21, 2020.

Read SEC document
December 21, 2020 Filed Feb 12, 2021 17:00 UTC
Kirk SpencerDirector
GiftCommon Stock 38,000 $113.10 $4,297,800.00
Disclosure

SEC source: 0001179110-21-001621 · edgar.xml · nonDerivative · entry 8

Kirk Spencer · CIK 0001300028 · Director

10b5-1 filing: Not disclosed

Ownership: Indirect · The Kirk 101 Trust

Disclosed balance after: 161,215

F2 · ownership.nature: The reporting person disclaims beneficial ownership in the common stock held by The Kirk 101 Trust, except to the extent of his pecuniary interest therein.

Read SEC document
December 21, 2020 Filed Feb 12, 2021 17:00 UTC
Kirk SpencerDirector
GiftCommon Stock 38,000 $113.10 $4,297,800.00
Disclosure

SEC source: 0001179110-21-001621 · edgar.xml · nonDerivative · entry 7

Kirk Spencer · CIK 0001300028 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 181,895

Read SEC document
December 21, 2020 Filed Feb 12, 2021 17:00 UTC
Kirk SpencerDirector
GiftCommon Stock 38,000 $113.10 $4,297,800.00
Disclosure

SEC source: 0001179110-21-001621 · edgar.xml · nonDerivative · entry 6

Kirk Spencer · CIK 0001300028 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 219,895

Read SEC document
December 21, 2020 Filed Feb 12, 2021 17:00 UTC
Kirk SpencerDirector
GiftCommon Stock 38,000 $113.10 $4,297,800.00
Disclosure

SEC source: 0001179110-21-001621 · edgar.xml · nonDerivative · entry 5

Kirk Spencer · CIK 0001300028 · Director

10b5-1 filing: Not disclosed

Ownership: Indirect · Krispen Family Holdings L.C.

Disclosed balance after: 1,434,366

F1 · ownership.nature: The reporting person disclaims beneficial ownership in the common stock held by Krispen Family Holdings, L.C., except to the extent of his pecuniary interest therein.

Read SEC document
December 19, 2020 Filed Jan 20, 2022 21:20 UTC
Dickens Zachary TEVP, Chief Investment Officer
Tax withholdingCommon Stock 223 $112.34 $25,051.82
Disclosure

SEC source: 0001179110-22-000526 · edgar.xml · nonDerivative · entry 4

Dickens Zachary T · CIK 0001799962 · EVP, Chief Investment Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 8,999

F3 · shares: Represents shares withheld by the Issuer in payment of the tax liability arising in connection with the settlement of vested restricted stock awards. Restricted stock awards vest 25% annually over four years, beginning on the first anniversary of the grant date 12/19/2019.

Read SEC document
December 11, 2020 Filed Feb 12, 2021 17:00 UTC
Kirk SpencerDirector
GiftCommon Stock 17,500 $110.67 $1,936,725.00
Disclosure

SEC source: 0001179110-21-001621 · edgar.xml · nonDerivative · entry 4

Kirk Spencer · CIK 0001300028 · Director

10b5-1 filing: Not disclosed

Ownership: Indirect · Spenco Irrevocable Trust

Disclosed balance after: 17,500

F3 · ownership.nature: The reporting person disclaims beneficial ownership in the common stock held by Spenco Irrevocable Trust, except to the extent of his pecuniary interest therein.

Read SEC document
December 09, 2020 Filed Feb 12, 2021 17:00 UTC
Kirk SpencerDirector
GiftCommon Stock 17,500 $112.55 $1,969,625.00
Disclosure

SEC source: 0001179110-21-001621 · edgar.xml · nonDerivative · entry 2

Kirk Spencer · CIK 0001300028 · Director

10b5-1 filing: Not disclosed

Ownership: Indirect · Kristen C. Kirk

Disclosed balance after: 17,500

Read SEC document
December 09, 2020 Filed Feb 12, 2021 17:00 UTC
Kirk SpencerDirector
GiftCommon Stock 17,500 $112.55 $1,969,625.00
Disclosure

SEC source: 0001179110-21-001621 · edgar.xml · nonDerivative · entry 1

Kirk Spencer · CIK 0001300028 · Director

10b5-1 filing: Not disclosed

Ownership: Indirect · Krispen Family Holdings L.C.

Disclosed balance after: 1,472,366

F1 · ownership.nature: The reporting person disclaims beneficial ownership in the common stock held by Krispen Family Holdings, L.C., except to the extent of his pecuniary interest therein.

Read SEC document
December 02, 2020 Filed Feb 12, 2021 21:59 UTC
Margolis Joseph DChief Executive Officer
GiftCommon Stock 100,000 $112.78 $11,278,000.00
Disclosure

SEC source: 0001179110-21-001620 · edgar.xml · nonDerivative · entry 3

Margolis Joseph D · CIK 0001330121 · Chief Executive Officer

10b5-1 filing: Not disclosed

Ownership: Indirect · Cove Hollow Lane I, LLC

Disclosed balance after: 100,000

F2 · ownership.nature: Shares held in Cove Hollow Lane I, LLC.

Read SEC document
December 02, 2020 Filed Feb 12, 2021 21:59 UTC
Margolis Joseph DChief Executive Officer
GiftCommon Stock 18,709 $112.78 $2,110,001.02
Disclosure

SEC source: 0001179110-21-001620 · edgar.xml · nonDerivative · entry 2

Margolis Joseph D · CIK 0001330121 · Chief Executive Officer

10b5-1 filing: Not disclosed

Ownership: Indirect · J Margolis & K Margolis TTEE

Disclosed balance after: 2,200

F1 · ownership.nature: Shares held in J Margolis & K Margolis TTEE Joseph Daniel Margolis Revocab U/A DTD 05/24/2013.

Read SEC document
December 02, 2020 Filed Feb 12, 2021 21:59 UTC
Margolis Joseph DChief Executive Officer
GiftCommon Stock 81,291 $112.78 $9,167,998.98
Disclosure

SEC source: 0001179110-21-001620 · edgar.xml · nonDerivative · entry 1

Margolis Joseph D · CIK 0001330121 · Chief Executive Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 34,009

Read SEC document
November 19, 2020 Filed Nov 20, 2020 17:58 UTC
Kirk SpencerDirector
Exercise / conversionStock Options · Derivative 14,065 $65.36 Strike: $65.36 $919,288.40
Disclosure

SEC source: 0001179110-20-011276 · edgar.xml · derivative · entry 7

Kirk Spencer · CIK 0001300028 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 14,065 shares

Expires 2025-02-24

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: Stock options vest 25% annually over four years, beginning on the first anniversary of the grant date. The grant date was 2/24/2015.

Read SEC document
November 19, 2020 Filed Nov 20, 2020 17:58 UTC
Kirk SpencerDirector
Exercise / conversionStock Options · Derivative 11,250 $85.99 Strike: $85.99 $967,387.50
Disclosure

SEC source: 0001179110-20-011276 · edgar.xml · derivative · entry 6

Kirk Spencer · CIK 0001300028 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 14,065

Underlying: Common Stock · 11,250 shares

Expires 2026-02-22

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 · derivative.exercise_date: Stock options vest 25% annually over four years, beginning on the first anniversary of the grant date. The grant date was 2/22/2016.

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November 19, 2020 Filed Nov 20, 2020 17:58 UTC
Kirk SpencerDirector
SaleCommon Stock 25,315 $112.62 $2,850,975.30
Disclosure

SEC source: 0001179110-20-011276 · edgar.xml · nonDerivative · entry 3

Kirk Spencer · CIK 0001300028 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 181,895

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November 19, 2020 Filed Nov 20, 2020 17:58 UTC
Kirk SpencerDirector
Exercise / conversionCommon Stock 14,065 $65.36 $919,288.40
Disclosure

SEC source: 0001179110-20-011276 · edgar.xml · nonDerivative · entry 2

Kirk Spencer · CIK 0001300028 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 207,210

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

Read SEC document
November 19, 2020 Filed Nov 20, 2020 17:58 UTC
Kirk SpencerDirector
Exercise / conversionCommon Stock 11,250 $85.99 $967,387.50
Disclosure

SEC source: 0001179110-20-011276 · edgar.xml · nonDerivative · entry 1

Kirk Spencer · CIK 0001300028 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 193,145

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

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November 19, 2020 Filed Mar 4, 2022 21:10 UTC Amendment
Kirk SpencerDirector
SaleCommon Stock 0 $0.00 $0.00
Disclosure

SEC source: 0001104659-22-030773 · tm228491-2_4aseq1.xml · nonDerivative · entry 1

Kirk Spencer · CIK 0001300028 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 207,210

F1 · shares: On November 20, 2020, the reporting person filed a Form 4 (the "Original Form 4") which inadvertently reported a sale of 25,315 shares that did not in fact occur. Following the transactions reported in the Original Form 4, the reporting person directly owned 207,210 shares of Common Stock.

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November 11, 2020 Filed Nov 14, 2020 00:05 UTC Disposition to issuerCommon Stock 713 $0.00 $0.00
Disclosure

SEC source: 0001179110-20-011128 · edgar.xml · nonDerivative · entry 1

Dreier Ashley · CIK 0001614957 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 3,124

F1 · shares: Restricted stock awards forfeited in connection with resignation from Board of Directors on 11/11/20.

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November 11, 2020 Filed Nov 13, 2020 23:00 UTC
Springer William NEVP, Assets & 3rd Party Mgmt
SaleCommon Stock 812 $117.30 $95,247.60
Disclosure

SEC source: 0001179110-20-011120 · edgar.xml · nonDerivative · entry 1

Springer William N · CIK 0001799963 · EVP, Assets & 3rd Party Mgmt

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 2,722

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