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
| Month | Purchases | Sales |
|---|---|---|
| Nov 2025 | 0 | 0 |
| Dec 2025 | 0 | 0 |
| Jan 2026 | 0 | 0 |
| Feb 2026 | 0 | 0 |
| Mar 2026 | 0 | 1 |
| Apr 2026 | 0 | 0 |
| May 2026 | 0 | 0 |
| Jun 2026 | 0 | 1 |
| Jul 2026 | 0 | 0 |
| Aug 2026 | 0 | 0 |
| Sep 2026 | 0 | 0 |
| Oct 2026 | 0 | 0 |
Latest available
Insider transactions
Purchases/sales include open-market and private transactions. Plan disclosure applies to the filing; individual rows may differ. “Not disclosed” is not “unplanned.”
The cutoff filters transaction history only. Company summaries and owner relationships show the latest available disclosures. Parser corrections can improve historical records.
| Transaction date | Owner / reported role | Activity / security | Shares / units | Reported price | Reported value | Details |
|---|---|---|---|---|---|---|
| March 05, 2019 Filed Mar 7, 2019 22:19 UTC |
Sondhi SamratExecutive VP and COO
|
GrantCommon Stock | 2,792 | $97.80 | $273,057.60 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
Woolley Kenneth M.Director
|
OtherPrepaid Variable Forward Contract · Derivative | 300,000 | Not disclosed | Not disclosed |
DisclosureSEC 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 |
Woolley Kenneth M.Director
|
OtherPrepaid Variable Forward Contract · Derivative | 300,000 | Not disclosed | Not disclosed |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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. Read SEC document |
| May 23, 2018 Filed May 24, 2018 17:51 UTC |
Kirk SpencerDirector
|
GrantCommon Stock | 1,281 | $93.74 | $120,080.94 |
DisclosureSEC 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 |
DisclosureSEC 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 |
PORTER ROGER BDirector
|
GrantCommon Stock | 1,281 | $93.74 | $120,080.94 |
DisclosureSEC 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 |
Olmstead DianeDirector
|
GrantCommon Stock | 1,281 | $93.74 | $120,080.94 |
DisclosureSEC 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 |
LETHAM DENNIS JDirector
|
GrantCommon Stock | 1,281 | $93.74 | $120,080.94 |
DisclosureSEC 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 |
Dreier AshleyDirector
|
GrantCommon Stock | 1,281 | $93.74 | $120,080.94 |
DisclosureSEC 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 |
SKOUSEN K FREDDirector
|
SaleCommon Stock | 1,318 | $92.00 | $121,254.42 |
DisclosureSEC 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 |
DisclosureSEC 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 |
SKOUSEN K FREDDirector
|
GiftCommon Stock | 500 | $95.49 | $47,745.00 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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. Read SEC document |
| 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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.