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EXR

Extra Space Storage Inc.

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3142
SEC CIK
0001289490
Parsed reports
490

Last 12 months

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0 purchase rows · 2 sale rows

Disclosed non-derivative P/S rows, by transaction month. Includes amendments and private transactions.
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MonthPurchasesSales
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Dec 202500
Jan 202600
Feb 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
March 05, 2019 Filed Mar 7, 2019 22:19 UTC
Sondhi SamratExecutive VP and COO
GrantCommon Stock 2,792 $97.80 $273,057.60
Disclosure

SEC source: 0001179110-19-003540 · edgar.xml · nonDerivative · entry 1

Sondhi Samrat · CIK 0001596298 · Executive VP and COO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 72,399

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

Read SEC document
March 05, 2019 Filed Mar 7, 2019 22:19 UTC
McNeal Gwyn GoodsonEVP/Chief Legal Officer
GrantCommon Stock 2,383 $97.80 $233,057.40
Disclosure

SEC source: 0001179110-19-003538 · edgar.xml · nonDerivative · entry 1

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 22,136

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

Read SEC document
February 28, 2019 Filed Mar 1, 2019 16:35 UTC
Kirk SpencerDirector
SaleCommon Stock 45,000 $95.92 $4,316,247.00
Disclosure

SEC source: 0001179110-19-002900 · edgar.xml · nonDerivative · entry 1

Kirk Spencer · CIK 0001300028 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 502,529

Read SEC document
February 25, 2019 Filed Feb 27, 2019 17:42 UTC
Kirk SpencerDirector
GiftCommon Stock 82,500 $93.38 $7,703,437.50
Disclosure

SEC source: 0001179110-19-002716 · edgar.xml · nonDerivative · entry 2

Kirk Spencer · CIK 0001300028 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 547,529

Read SEC document
February 25, 2019 Filed Feb 27, 2019 17:42 UTC
Kirk SpencerDirector
SaleCommon Stock 45,000 $93.12 $4,190,220.00
Disclosure

SEC source: 0001179110-19-002716 · edgar.xml · nonDerivative · entry 1

Kirk Spencer · CIK 0001300028 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 630,029

Read SEC document
February 14, 2019 Filed Feb 15, 2019 21:51 UTC
OVERTURF JAMESEVP/Chief Marketing Officer
SaleCommon Stock 440 $99.01 $43,562.82
Disclosure

SEC source: 0001179110-19-001995 · edgar.xml · nonDerivative · entry 2

OVERTURF JAMES · CIK 0001586187 · EVP/Chief Marketing Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 68,137

F1 · shares: Sale occurred pursuant to a 10b5-1 plan entered into by Mr. Overturf on November 1, 2018.

Read SEC document
February 13, 2019 Filed Feb 15, 2019 21:51 UTC
OVERTURF JAMESEVP/Chief Marketing Officer
SaleCommon Stock 440 $99.24 $43,666.61
Disclosure

SEC source: 0001179110-19-001995 · edgar.xml · nonDerivative · entry 1

OVERTURF JAMES · CIK 0001586187 · EVP/Chief Marketing Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 68,577

F1 · shares: Sale occurred pursuant to a 10b5-1 plan entered into by Mr. Overturf on November 1, 2018.

Read SEC document
February 13, 2019 Filed Apr 3, 2019 21:58 UTC
KUNDE GRACESVP Accounting and Finance
GiftCommon Stock 519 $99.10 $51,430.31
Disclosure

SEC source: 0001179110-19-004706 · edgar.xml · nonDerivative · entry 1

KUNDE GRACE · CIK 0001537959 · SVP Accounting and Finance

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 8,239

Read SEC document
February 04, 2019 Filed Feb 5, 2019 18:51 UTC
Kirk SpencerDirector
Exercise / conversionStock Options · Derivative 130,000 $6.22 Strike: $6.22 $808,600.00
Disclosure

SEC source: 0001179110-19-001395 · edgar.xml · derivative · entry 4

Kirk Spencer · CIK 0001300028 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 102,715

Underlying: Common Stock · 130,000 shares

Expires 2019-02-17

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

F1 · derivative.exercise_date: Stock options vest 25% annually over four years, beginning on the first anniversary of the grant date. The grant date was 2/17/2009.

Read SEC document
February 04, 2019 Filed Feb 5, 2019 18:51 UTC
Kirk SpencerDirector
Exercise / conversionCommon Stock 130,000 $6.22 $808,600.00
Disclosure

SEC source: 0001179110-19-001395 · edgar.xml · nonDerivative · entry 1

Kirk Spencer · CIK 0001300028 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 675,029

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 17, 2019 Filed Jan 19, 2019 00:23 UTC
OVERTURF JAMESEVP/Chief Marketing Officer
SaleCommon Stock 440 $91.44 $40,234.92
Disclosure

SEC source: 0001179110-19-000844 · edgar.xml · nonDerivative · entry 2

OVERTURF JAMES · CIK 0001586187 · EVP/Chief Marketing Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 69,017

F1 · shares: Sale occurred pursuant to a 10b5-1 plan entered into by Mr. Overturf on November 1, 2018.

Read SEC document
January 16, 2019 Filed Jan 19, 2019 00:23 UTC
OVERTURF JAMESEVP/Chief Marketing Officer
SaleCommon Stock 440 $91.99 $40,473.80
Disclosure

SEC source: 0001179110-19-000844 · edgar.xml · nonDerivative · entry 1

OVERTURF JAMES · CIK 0001586187 · EVP/Chief Marketing Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 69,457

F1 · shares: Sale occurred pursuant to a 10b5-1 plan entered into by Mr. Overturf on November 1, 2018.

Read SEC document
January 02, 2019 Filed Jan 4, 2019 21:57 UTC
Stubbs P ScottExecutive VP and CFO
Exercise / conversionStock Options · Derivative 9,250 $6.22 Strike: $6.22 $57,535.00
Disclosure

SEC source: 0001179110-19-000454 · edgar.xml · derivative · entry 2

Stubbs P Scott · CIK 0001357194 · Executive VP and CFO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 59,490

Underlying: Common Stock · 9,250 shares

Expires 2019-02-17

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

F1 · derivative.exercise_date: Stock options vest 25% annually over four years, beginning on the first anniversary of the grant date. The grant date was 2/17/2009.

Read SEC document
January 02, 2019 Filed Jan 4, 2019 21:57 UTC
Stubbs P ScottExecutive VP and CFO
Exercise / conversionCommon Stock 9,250 $6.22 $57,535.00
Disclosure

SEC source: 0001179110-19-000454 · edgar.xml · nonDerivative · entry 1

Stubbs P Scott · CIK 0001357194 · Executive VP and CFO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 141,373

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

Read SEC document
December 13, 2018 Filed Dec 14, 2018 22:07 UTC
OVERTURF JAMESEVP/Chief Marketing Officer
SaleCommon Stock 440 $97.55 $42,922.66
Disclosure

SEC source: 0001179110-18-013890 · edgar.xml · nonDerivative · entry 2

OVERTURF JAMES · CIK 0001586187 · EVP/Chief Marketing Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 69,897

F1 · shares: Sale occurred pursuant to a 10b5-1 plan entered into by Mr. Overturf on November 28, 2017.

Read SEC document
December 12, 2018 Filed Dec 14, 2018 22:07 UTC
OVERTURF JAMESEVP/Chief Marketing Officer
SaleCommon Stock 440 $97.32 $42,821.50
Disclosure

SEC source: 0001179110-18-013890 · edgar.xml · nonDerivative · entry 1

OVERTURF JAMES · CIK 0001586187 · EVP/Chief Marketing Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 70,337

F1 · shares: Sale occurred pursuant to a 10b5-1 plan entered into by Mr. Overturf on November 28, 2017.

Read SEC document
November 27, 2018 Filed Nov 28, 2018 23:20 UTC
OVERTURF JAMESEVP/Chief Marketing Officer
SaleCommon Stock 440 $92.88 $40,867.73
Disclosure

SEC source: 0001179110-18-013272 · edgar.xml · nonDerivative · entry 2

OVERTURF JAMES · CIK 0001586187 · EVP/Chief Marketing Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 70,777

F1 · shares: Sale occurred pursuant to a 10b5-1 plan entered into by Mr. Overturf on November 28, 2017.

Read SEC document
November 26, 2018 Filed Nov 28, 2018 23:20 UTC
OVERTURF JAMESEVP/Chief Marketing Officer
SaleCommon Stock 440 $92.66 $40,768.82
Disclosure

SEC source: 0001179110-18-013272 · edgar.xml · nonDerivative · entry 1

OVERTURF JAMES · CIK 0001586187 · EVP/Chief Marketing Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 71,217

F1 · shares: Sale occurred pursuant to a 10b5-1 plan entered into by Mr. Overturf on November 28, 2017.

Read SEC document
November 05, 2018 Filed Nov 7, 2018 18:53 UTC OtherPrepaid Variable Forward Contract · Derivative 300,000 Not disclosed Not disclosed
Disclosure

SEC source: 0001179110-18-012652 · edgar.xml · derivative · entry 2

Woolley Kenneth M. · CIK 0001299642 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 300,000

Underlying: Common Stock · 300,000 shares

Expires 2019-05-13

F4 · derivative.exercise_price: In a separate transaction on November 5, 2018, solely for the purpose of replacing the 2017 contract described in Footnotes 1, 2, and 3 above, the reporting person entered into another prepaid variable forward sale contract with an unrelated third party buyer. This new contract obligates the reporting person to deliver to the buyer up to 300,000 shares of EXR common stock (or, at the reporting person's election, an equivalent amount of cash based on the market price of EXR common stock at that time) on the maturity date of the contract (May 13, 2019). In exchange for assuming this obligation, the reporting person received a cash payment of $23,130,408. The reporting person pledged 300,000 shares of EXR common stock (the "New Pledged Shares") to secure his obligations under the contract, and retained voting and dividend rights in the New Pledged Shares during the term of the pledge. (continued in footnote 5)

F5 · derivative.exercise_price: The number of shares of EXR common stock to be delivered to the buyer on the maturity date would be determined as follows: (a) if the volume weighted average price of EXR common stock on May 13, 2019 (the "Settlement Price") is less than or equal to $79.6254 ( the "Floor Level"), the reporting person will deliver to the buyer all of the New Pledged Shares; (b) if the Settlement Price is between the Floor Level and $97.5174 (the "Cap Level"), the reporting person will deliver to the buyer a number of shares of EXR common stock equal to 300,000 shares multiplied by a fraction, the numerator of which is the Floor Level and the denominator of which is the Settlement Price; (continued in footnote 6)

F6 · derivative.exercise_price: and (c) if the Settlement Price is greater than the Cap Level, the reporting person will deliver to the buyer the number of shares of EXR common stock equal to 300,000 shares multiplied by a fraction, the numerator of which is the Floor Level plus the excess of the Settlement Price over the Cap Level, and the denominator of which is the Settlement Price.

F4 · shares: In a separate transaction on November 5, 2018, solely for the purpose of replacing the 2017 contract described in Footnotes 1, 2, and 3 above, the reporting person entered into another prepaid variable forward sale contract with an unrelated third party buyer. This new contract obligates the reporting person to deliver to the buyer up to 300,000 shares of EXR common stock (or, at the reporting person's election, an equivalent amount of cash based on the market price of EXR common stock at that time) on the maturity date of the contract (May 13, 2019). In exchange for assuming this obligation, the reporting person received a cash payment of $23,130,408. The reporting person pledged 300,000 shares of EXR common stock (the "New Pledged Shares") to secure his obligations under the contract, and retained voting and dividend rights in the New Pledged Shares during the term of the pledge. (continued in footnote 5)

F5 · shares: The number of shares of EXR common stock to be delivered to the buyer on the maturity date would be determined as follows: (a) if the volume weighted average price of EXR common stock on May 13, 2019 (the "Settlement Price") is less than or equal to $79.6254 ( the "Floor Level"), the reporting person will deliver to the buyer all of the New Pledged Shares; (b) if the Settlement Price is between the Floor Level and $97.5174 (the "Cap Level"), the reporting person will deliver to the buyer a number of shares of EXR common stock equal to 300,000 shares multiplied by a fraction, the numerator of which is the Floor Level and the denominator of which is the Settlement Price; (continued in footnote 6)

F6 · shares: and (c) if the Settlement Price is greater than the Cap Level, the reporting person will deliver to the buyer the number of shares of EXR common stock equal to 300,000 shares multiplied by a fraction, the numerator of which is the Floor Level plus the excess of the Settlement Price over the Cap Level, and the denominator of which is the Settlement Price.

F4 · price: In a separate transaction on November 5, 2018, solely for the purpose of replacing the 2017 contract described in Footnotes 1, 2, and 3 above, the reporting person entered into another prepaid variable forward sale contract with an unrelated third party buyer. This new contract obligates the reporting person to deliver to the buyer up to 300,000 shares of EXR common stock (or, at the reporting person's election, an equivalent amount of cash based on the market price of EXR common stock at that time) on the maturity date of the contract (May 13, 2019). In exchange for assuming this obligation, the reporting person received a cash payment of $23,130,408. The reporting person pledged 300,000 shares of EXR common stock (the "New Pledged Shares") to secure his obligations under the contract, and retained voting and dividend rights in the New Pledged Shares during the term of the pledge. (continued in footnote 5)

F5 · price: The number of shares of EXR common stock to be delivered to the buyer on the maturity date would be determined as follows: (a) if the volume weighted average price of EXR common stock on May 13, 2019 (the "Settlement Price") is less than or equal to $79.6254 ( the "Floor Level"), the reporting person will deliver to the buyer all of the New Pledged Shares; (b) if the Settlement Price is between the Floor Level and $97.5174 (the "Cap Level"), the reporting person will deliver to the buyer a number of shares of EXR common stock equal to 300,000 shares multiplied by a fraction, the numerator of which is the Floor Level and the denominator of which is the Settlement Price; (continued in footnote 6)

F6 · price: and (c) if the Settlement Price is greater than the Cap Level, the reporting person will deliver to the buyer the number of shares of EXR common stock equal to 300,000 shares multiplied by a fraction, the numerator of which is the Floor Level plus the excess of the Settlement Price over the Cap Level, and the denominator of which is the Settlement Price.

Read SEC document
November 05, 2018 Filed Nov 7, 2018 18:53 UTC OtherPrepaid Variable Forward Contract · Derivative 300,000 Not disclosed Not disclosed
Disclosure

SEC source: 0001179110-18-012652 · edgar.xml · derivative · entry 1

Woolley Kenneth M. · CIK 0001299642 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 300,000 shares

Expires 2018-11-08

F1 · derivative.exercise_price: On November 5, 2018, the reporting person terminated a prepaid variable forward sale contract that was entered into on November 10, 2017 with an unaffiliated third party buyer, for a negotiated settlement price of $23,130,408 payable by the reporting person. The funds for such termination were obtained, in part, by the reporting person entering into a new prepaid variable forward sale contract (see Footnotes 4, 5, and 6 below). The 2017 contract obligated the reporting person to deliver to the buyer up to 300,000 shares of EXR common stock (or, at the reporting person's election, an equivalent amount of cash based on the market price of EXR common stock at that time) on the maturity date of the contract (November 8, 2018). (continued in Footnote 2).

F2 · derivative.exercise_price: In exchange for entering into the 2017 contract and assuming the obligations thereunder, the reporting person received a cash payment of $21,761,337. The reporting person pledged 300,000 shares of EXR common stock (the "2017 Pledged Shares") to secure his obligations under the 2017 contract, and retained voting and dividend rights in the 2017 Pledged Shares during the term of the pledge. The number of shares of EXR common stock to be delivered to the buyer on the maturity date would be determined as follows: (a) if the volume weighted average price of EXR common stock on November 8, 2018 (the "Settlement Price") is less than or equal to $77.0977 ( the "Floor Level"), the reporting person will deliver to the buyer all of the 2017 Pledged Shares; (continued in Footnote 3)

F3 · derivative.exercise_price: (b) if the Settlement Price is between the Floor Level and $94.2305 (the "Cap Level"), the reporting person will deliver to the buyer a number of shares of EXR common stock equal to 300,000 shares multiplied by a fraction, the numerator of which is the Floor Level and the denominator of which is the Settlement Price; and (c) if the Settlement Price is greater than the Cap Level, the reporting person will deliver to the buyer the number of shares of EXR common stock equal to 300,000 shares multiplied by a fraction, the numerator of which is the Floor Level plus the excess of the Settlement Price over the Cap Level, and the denominator of which is the Settlement Price.

F1 · shares: On November 5, 2018, the reporting person terminated a prepaid variable forward sale contract that was entered into on November 10, 2017 with an unaffiliated third party buyer, for a negotiated settlement price of $23,130,408 payable by the reporting person. The funds for such termination were obtained, in part, by the reporting person entering into a new prepaid variable forward sale contract (see Footnotes 4, 5, and 6 below). The 2017 contract obligated the reporting person to deliver to the buyer up to 300,000 shares of EXR common stock (or, at the reporting person's election, an equivalent amount of cash based on the market price of EXR common stock at that time) on the maturity date of the contract (November 8, 2018). (continued in Footnote 2).

F2 · shares: In exchange for entering into the 2017 contract and assuming the obligations thereunder, the reporting person received a cash payment of $21,761,337. The reporting person pledged 300,000 shares of EXR common stock (the "2017 Pledged Shares") to secure his obligations under the 2017 contract, and retained voting and dividend rights in the 2017 Pledged Shares during the term of the pledge. The number of shares of EXR common stock to be delivered to the buyer on the maturity date would be determined as follows: (a) if the volume weighted average price of EXR common stock on November 8, 2018 (the "Settlement Price") is less than or equal to $77.0977 ( the "Floor Level"), the reporting person will deliver to the buyer all of the 2017 Pledged Shares; (continued in Footnote 3)

F3 · shares: (b) if the Settlement Price is between the Floor Level and $94.2305 (the "Cap Level"), the reporting person will deliver to the buyer a number of shares of EXR common stock equal to 300,000 shares multiplied by a fraction, the numerator of which is the Floor Level and the denominator of which is the Settlement Price; and (c) if the Settlement Price is greater than the Cap Level, the reporting person will deliver to the buyer the number of shares of EXR common stock equal to 300,000 shares multiplied by a fraction, the numerator of which is the Floor Level plus the excess of the Settlement Price over the Cap Level, and the denominator of which is the Settlement Price.

F1 · price: On November 5, 2018, the reporting person terminated a prepaid variable forward sale contract that was entered into on November 10, 2017 with an unaffiliated third party buyer, for a negotiated settlement price of $23,130,408 payable by the reporting person. The funds for such termination were obtained, in part, by the reporting person entering into a new prepaid variable forward sale contract (see Footnotes 4, 5, and 6 below). The 2017 contract obligated the reporting person to deliver to the buyer up to 300,000 shares of EXR common stock (or, at the reporting person's election, an equivalent amount of cash based on the market price of EXR common stock at that time) on the maturity date of the contract (November 8, 2018). (continued in Footnote 2).

F2 · price: In exchange for entering into the 2017 contract and assuming the obligations thereunder, the reporting person received a cash payment of $21,761,337. The reporting person pledged 300,000 shares of EXR common stock (the "2017 Pledged Shares") to secure his obligations under the 2017 contract, and retained voting and dividend rights in the 2017 Pledged Shares during the term of the pledge. The number of shares of EXR common stock to be delivered to the buyer on the maturity date would be determined as follows: (a) if the volume weighted average price of EXR common stock on November 8, 2018 (the "Settlement Price") is less than or equal to $77.0977 ( the "Floor Level"), the reporting person will deliver to the buyer all of the 2017 Pledged Shares; (continued in Footnote 3)

F3 · price: (b) if the Settlement Price is between the Floor Level and $94.2305 (the "Cap Level"), the reporting person will deliver to the buyer a number of shares of EXR common stock equal to 300,000 shares multiplied by a fraction, the numerator of which is the Floor Level and the denominator of which is the Settlement Price; and (c) if the Settlement Price is greater than the Cap Level, the reporting person will deliver to the buyer the number of shares of EXR common stock equal to 300,000 shares multiplied by a fraction, the numerator of which is the Floor Level plus the excess of the Settlement Price over the Cap Level, and the denominator of which is the Settlement Price.

Read SEC document
November 01, 2018 Filed Nov 6, 2018 18:16 UTC
Kirk SpencerDirector
GiftCommon Stock 35,000 $90.52 $3,168,200.00
Disclosure

SEC source: 0001179110-18-012612 · edgar.xml · nonDerivative · entry 1

Kirk Spencer · CIK 0001300028 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 545,029

Read SEC document
October 16, 2018 Filed Oct 17, 2018 21:00 UTC
OVERTURF JAMESEVP/Chief Marketing Officer
SaleCommon Stock 440 $86.50 $38,061.89
Disclosure

SEC source: 0001179110-18-012260 · edgar.xml · nonDerivative · entry 2

OVERTURF JAMES · CIK 0001586187 · EVP/Chief Marketing Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 71,657

F1 · shares: Sale occurred pursuant to a 10b5-1 plan entered into by Mr. Overturf on November 28, 2017.

Read SEC document
October 15, 2018 Filed Oct 17, 2018 21:00 UTC
OVERTURF JAMESEVP/Chief Marketing Officer
SaleCommon Stock 440 $85.97 $37,825.79
Disclosure

SEC source: 0001179110-18-012260 · edgar.xml · nonDerivative · entry 1

OVERTURF JAMES · CIK 0001586187 · EVP/Chief Marketing Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 72,097

F1 · shares: Sale occurred pursuant to a 10b5-1 plan entered into by Mr. Overturf on November 28, 2017.

Read SEC document
September 20, 2018 Filed Sep 21, 2018 21:13 UTC
OVERTURF JAMESEVP/Chief Marketing Officer
SaleCommon Stock 440 $87.25 $38,391.28
Disclosure

SEC source: 0001179110-18-011615 · edgar.xml · nonDerivative · entry 2

OVERTURF JAMES · CIK 0001586187 · EVP/Chief Marketing Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 72,537

F1 · shares: Sale occurred pursuant to a 10b5-1 plan entered into by Mr. Overturf on November 28, 2017.

Read SEC document
September 19, 2018 Filed Sep 21, 2018 21:13 UTC
OVERTURF JAMESEVP/Chief Marketing Officer
SaleCommon Stock 440 $87.13 $38,337.20
Disclosure

SEC source: 0001179110-18-011615 · edgar.xml · nonDerivative · entry 1

OVERTURF JAMES · CIK 0001586187 · EVP/Chief Marketing Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 72,977

F1 · shares: Sale occurred pursuant to a 10b5-1 plan entered into by Mr. Overturf on November 28, 2017.

Read SEC document
August 17, 2018 Filed Aug 20, 2018 21:21 UTC
OVERTURF JAMESEVP/Chief Marketing Officer
SaleCommon Stock 440 $95.23 $41,901.20
Disclosure

SEC source: 0001179110-18-010709 · edgar.xml · nonDerivative · entry 2

OVERTURF JAMES · CIK 0001586187 · EVP/Chief Marketing Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 73,417

F1 · shares: Sale occurred pursuant to a 10b5-1 plan entered into by Mr. Overturf on November 28, 2017.

Read SEC document
August 16, 2018 Filed Aug 20, 2018 21:21 UTC
OVERTURF JAMESEVP/Chief Marketing Officer
SaleCommon Stock 440 $93.93 $41,327.70
Disclosure

SEC source: 0001179110-18-010709 · edgar.xml · nonDerivative · entry 1

OVERTURF JAMES · CIK 0001586187 · EVP/Chief Marketing Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 73,857

F1 · shares: Sale occurred pursuant to a 10b5-1 plan entered into by Mr. Overturf on November 28, 2017.

Read SEC document
July 17, 2018 Filed Jul 18, 2018 20:44 UTC
OVERTURF JAMESEVP/Chief Marketing Officer
SaleCommon Stock 440 $94.91 $41,759.08
Disclosure

SEC source: 0001179110-18-009817 · edgar.xml · nonDerivative · entry 2

OVERTURF JAMES · CIK 0001586187 · EVP/Chief Marketing Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 74,297

F1 · shares: Sale occurred pursuant to a 10b5-1 plan entered into by Mr. Overturf on November 28, 2017.

Read SEC document
July 16, 2018 Filed Jul 18, 2018 20:44 UTC
OVERTURF JAMESEVP/Chief Marketing Officer
SaleCommon Stock 440 $96.53 $42,474.21
Disclosure

SEC source: 0001179110-18-009817 · edgar.xml · nonDerivative · entry 1

OVERTURF JAMES · CIK 0001586187 · EVP/Chief Marketing Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 74,737

F1 · shares: Sale occurred pursuant to a 10b5-1 plan entered into by Mr. Overturf on November 28, 2017.

Read SEC document
June 13, 2018 Filed Jun 14, 2018 21:55 UTC
OVERTURF JAMESEVP/Chief Marketing Officer
SaleCommon Stock 440 $97.18 $42,759.20
Disclosure

SEC source: 0001179110-18-008551 · edgar.xml · nonDerivative · entry 2

OVERTURF JAMES · CIK 0001586187 · EVP/Chief Marketing Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 75,177

F1 · shares: Sale occurred pursuant to a 10b5-1 plan entered into by Mr. Overturf on November 28, 2017.

Read SEC document
June 12, 2018 Filed Jun 14, 2018 21:55 UTC
OVERTURF JAMESEVP/Chief Marketing Officer
SaleCommon Stock 440 $98.71 $43,431.74
Disclosure

SEC source: 0001179110-18-008551 · edgar.xml · nonDerivative · entry 1

OVERTURF JAMES · CIK 0001586187 · EVP/Chief Marketing Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 75,617

F1 · shares: Sale occurred pursuant to a 10b5-1 plan entered into by Mr. Overturf on November 28, 2017.

Read SEC document
May 25, 2018 Filed May 30, 2018 21:40 UTC
OVERTURF JAMESEVP/Chief Marketing Officer
SaleCommon Stock 440 $95.34 $41,948.98
Disclosure

SEC source: 0001179110-18-007684 · edgar.xml · nonDerivative · entry 1

OVERTURF JAMES · CIK 0001586187 · EVP/Chief Marketing Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 76,057

F1 · shares: Sale occurred pursuant to a 10b5-1 plan entered into by Mr. Overturf on November 28, 2017.

Read SEC document
May 24, 2018 Filed May 29, 2018 22:28 UTC
OVERTURF JAMESEVP/Chief Marketing Officer
SaleCommon Stock 440 $94.26 $41,473.78
Disclosure

SEC source: 0001179110-18-007645 · edgar.xml · nonDerivative · entry 1

OVERTURF JAMES · CIK 0001586187 · EVP/Chief Marketing Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 76,497

F1 · shares: Sale occurred pursuant to a 10b5-1 plan entered into by Mr. Overturf on November 28, 2017.

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May 23, 2018 Filed May 24, 2018 17:51 UTC
Kirk SpencerDirector
GrantCommon Stock 1,281 $93.74 $120,080.94
Disclosure

SEC source: 0001179110-18-007484 · edgar.xml · nonDerivative · entry 1

Kirk Spencer · CIK 0001300028 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 580,029

Read SEC document
May 23, 2018 Filed May 24, 2018 17:51 UTC
Woolley Kenneth M.Director · Executive Chairman
GrantCommon Stock 1,281 $93.74 $120,080.94
Disclosure

SEC source: 0001179110-18-007483 · edgar.xml · nonDerivative · entry 1

Woolley Kenneth M. · CIK 0001299642 · Director · Executive Chairman

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 808,725

Read SEC document
May 23, 2018 Filed May 24, 2018 21:52 UTC GrantCommon Stock 1,281 $93.74 $120,080.94
Disclosure

SEC source: 0001179110-18-007487 · edgar.xml · nonDerivative · entry 1

PORTER ROGER B · CIK 0001184841 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 126,426

Read SEC document
May 23, 2018 Filed May 24, 2018 21:52 UTC GrantCommon Stock 1,281 $93.74 $120,080.94
Disclosure

SEC source: 0001179110-18-007486 · edgar.xml · nonDerivative · entry 1

Olmstead Diane · CIK 0001596300 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 5,096

Read SEC document
May 23, 2018 Filed May 24, 2018 21:52 UTC GrantCommon Stock 1,281 $93.74 $120,080.94
Disclosure

SEC source: 0001179110-18-007485 · edgar.xml · nonDerivative · entry 1

LETHAM DENNIS J · CIK 0001217119 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 5,687

Read SEC document
May 23, 2018 Filed May 24, 2018 21:50 UTC GrantCommon Stock 1,281 $93.74 $120,080.94
Disclosure

SEC source: 0001179110-18-007482 · edgar.xml · nonDerivative · entry 1

Dreier Ashley · CIK 0001614957 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 1,281

Read SEC document
May 21, 2018 Filed May 23, 2018 23:13 UTC SaleCommon Stock 1,318 $92.00 $121,254.42
Disclosure

SEC source: 0001179110-18-007444 · edgar.xml · nonDerivative · entry 1

SKOUSEN K FRED · CIK 0001250488 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 29,047

Read SEC document
May 15, 2018 Filed May 17, 2018 22:02 UTC
OVERTURF JAMESEVP/Chief Marketing Officer
GiftCommon Stock 3,000 $93.02 $279,060.00
Disclosure

SEC source: 0001179110-18-007066 · edgar.xml · nonDerivative · entry 1

OVERTURF JAMES · CIK 0001586187 · EVP/Chief Marketing Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 76,937

Read SEC document
May 11, 2018 Filed May 17, 2018 22:03 UTC GiftCommon Stock 500 $95.49 $47,745.00
Disclosure

SEC source: 0001179110-18-007067 · edgar.xml · nonDerivative · entry 1

SKOUSEN K FRED · CIK 0001250488 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 30,365

Read SEC document
May 09, 2018 Filed May 10, 2018 21:49 UTC
Stubbs P ScottExecutive VP and CFO
GiftCommon Stock 3,600 $93.18 $335,448.00
Disclosure

SEC source: 0001179110-18-006577 · edgar.xml · nonDerivative · entry 3

Stubbs P Scott · CIK 0001357194 · Executive VP and CFO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 132,123

Read SEC document
May 08, 2018 Filed May 10, 2018 21:49 UTC
OVERTURF JAMESEVP/Chief Marketing Officer
Exercise / conversionStock Options · Derivative 1,100 $26.87 Strike: $26.87 $29,557.00
Disclosure

SEC source: 0001179110-18-006578 · edgar.xml · derivative · entry 9

OVERTURF JAMES · CIK 0001586187 · EVP/Chief Marketing Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 12,680

Underlying: Common Stock · 1,100 shares

Expires 2022-02-16

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

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 2/16/2012.

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May 08, 2018 Filed May 10, 2018 21:49 UTC
OVERTURF JAMESEVP/Chief Marketing Officer
Exercise / conversionStock Options · Derivative 1,100 $38.40 Strike: $38.40 $42,240.00
Disclosure

SEC source: 0001179110-18-006578 · edgar.xml · derivative · entry 8

OVERTURF JAMES · CIK 0001586187 · EVP/Chief Marketing Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 13,780

Underlying: Common Stock · 1,100 shares

Expires 2023-02-20

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 2/20/2013.

Read SEC document
May 08, 2018 Filed May 10, 2018 21:49 UTC
OVERTURF JAMESEVP/Chief Marketing Officer
Exercise / conversionStock Options · Derivative 1,100 $47.50 Strike: $47.50 $52,250.00
Disclosure

SEC source: 0001179110-18-006578 · edgar.xml · derivative · entry 7

OVERTURF JAMES · CIK 0001586187 · EVP/Chief Marketing Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 14,880

Underlying: Common Stock · 1,100 shares

Expires 2024-02-19

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.

F2 · derivative.exercise_date: Stock options vest 25% annually over four years, beginning on the first anniversary of the grant date. The grant date was 2/19/2014.

Read SEC document
May 08, 2018 Filed May 10, 2018 21:49 UTC
OVERTURF JAMESEVP/Chief Marketing Officer
Exercise / conversionStock Options · Derivative 800 $19.60 Strike: $19.60 $15,680.00
Disclosure

SEC source: 0001179110-18-006578 · edgar.xml · derivative · entry 6

OVERTURF JAMES · CIK 0001586187 · EVP/Chief Marketing Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 15,980

Underlying: Common Stock · 800 shares

Expires 2021-02-08

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 · derivative.exercise_date: Stock options vest 25% annually over four years, beginning on the first anniversary of the grant date. The grant date was 2/08/2011.

Read SEC document
May 08, 2018 Filed May 10, 2018 21:49 UTC
OVERTURF JAMESEVP/Chief Marketing Officer
SaleCommon Stock 4,100 $93.56 $383,604.20
Disclosure

SEC source: 0001179110-18-006578 · edgar.xml · nonDerivative · entry 5

OVERTURF JAMES · CIK 0001586187 · EVP/Chief Marketing Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 79,937

Read SEC document
May 08, 2018 Filed May 10, 2018 21:49 UTC
OVERTURF JAMESEVP/Chief Marketing Officer
Exercise / conversionCommon Stock 1,100 $26.87 $29,557.00
Disclosure

SEC source: 0001179110-18-006578 · edgar.xml · nonDerivative · entry 4

OVERTURF JAMES · CIK 0001586187 · EVP/Chief Marketing Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 84,037

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

Read SEC document
May 08, 2018 Filed May 10, 2018 21:49 UTC
OVERTURF JAMESEVP/Chief Marketing Officer
Exercise / conversionCommon Stock 1,100 $38.40 $42,240.00
Disclosure

SEC source: 0001179110-18-006578 · edgar.xml · nonDerivative · entry 3

OVERTURF JAMES · CIK 0001586187 · EVP/Chief Marketing Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 82,937

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

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