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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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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
November 14, 2017 Filed Nov 15, 2017 23:27 UTC
OVERTURF JAMESEVP/Chief Marketing Officer
SaleCommon Stock 700 $86.35 $60,441.99
Disclosure

SEC source: 0001179110-17-014165 · edgar.xml · nonDerivative · entry 2

OVERTURF JAMES · CIK 0001586187 · EVP/Chief Marketing Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 81,675

F1 · shares: Sale occurred pursuant to a 10b5-1 plan entered into by Mr. Overturf on December 13, 2016.

Read SEC document
November 13, 2017 Filed Nov 15, 2017 23:27 UTC
OVERTURF JAMESEVP/Chief Marketing Officer
SaleCommon Stock 600 $86.78 $52,069.02
Disclosure

SEC source: 0001179110-17-014165 · edgar.xml · nonDerivative · entry 1

OVERTURF JAMES · CIK 0001586187 · EVP/Chief Marketing Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 82,375

F1 · shares: Sale occurred pursuant to a 10b5-1 plan entered into by Mr. Overturf on December 13, 2016.

Read SEC document
November 10, 2017 Filed Nov 14, 2017 18:53 UTC
Woolley Kenneth M.Director · Executive Chairman
OtherPrepaid Variable Forward Contract · Derivative 300,000 Not disclosed Not disclosed
Disclosure

SEC source: 0001179110-17-014142 · edgar.xml · derivative · entry 1

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 300,000

Underlying: Common Stock · 300,000 shares

Expires 2018-11-08

F1 · derivative.exercise_price: On November 10, 2017, the reporting person entered into a forward sale contract with an unaffiliated third party buyer. This 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 (November 8, 2018). In exchange for assuming this obligation, the reporting person will receive a cash payment of $21,761,337. 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 2)

F2 · 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 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 New Pledged 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; (continued in footnote3)

F3 · 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.

F1 · shares: On November 10, 2017, the reporting person entered into a forward sale contract with an unaffiliated third party buyer. This 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 (November 8, 2018). In exchange for assuming this obligation, the reporting person will receive a cash payment of $21,761,337. 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 2)

F2 · 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 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 New Pledged 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; (continued in footnote3)

F3 · 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.

F1 · price: On November 10, 2017, the reporting person entered into a forward sale contract with an unaffiliated third party buyer. This 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 (November 8, 2018). In exchange for assuming this obligation, the reporting person will receive a cash payment of $21,761,337. 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 2)

F2 · 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 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 New Pledged 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; (continued in footnote3)

F3 · 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, 2017 Filed Nov 2, 2017 18:49 UTC
Kirk SpencerDirector
SaleCommon Stock 20,000 $81.38 $1,627,688.00
Disclosure

SEC source: 0001179110-17-013676 · edgar.xml · nonDerivative · entry 2

Kirk Spencer · CIK 0001300028 · Director

10b5-1 filing: Not disclosed

Ownership: Indirect · Krispen Family Holdings L.C.

Disclosed balance after: 1,872,276

F1 · shares: Sale occurred pursuant to a 10b5-1 plan entered into by Mr. Kirk on November 3, 2016.

F2 · 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
October 19, 2017 Filed Oct 20, 2017 23:31 UTC
OVERTURF JAMESEVP/Chief Marketing Officer
SaleCommon Stock 700 $81.76 $57,233.33
Disclosure

SEC source: 0001179110-17-013410 · edgar.xml · nonDerivative · entry 2

OVERTURF JAMES · CIK 0001586187 · EVP/Chief Marketing Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 82,975

F1 · shares: Sale occurred pursuant to a 10b5-1 plan entered into by Mr. Overturf on December 13, 2016.

Read SEC document
October 18, 2017 Filed Oct 20, 2017 23:31 UTC
OVERTURF JAMESEVP/Chief Marketing Officer
SaleCommon Stock 600 $81.84 $49,104.00
Disclosure

SEC source: 0001179110-17-013410 · edgar.xml · nonDerivative · entry 1

OVERTURF JAMES · CIK 0001586187 · EVP/Chief Marketing Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 83,675

F1 · shares: Sale occurred pursuant to a 10b5-1 plan entered into by Mr. Overturf on December 13, 2016.

Read SEC document
October 02, 2017 Filed Oct 4, 2017 18:52 UTC
Kirk SpencerDirector
SaleCommon Stock 20,000 $79.64 $1,592,828.00
Disclosure

SEC source: 0001179110-17-013130 · edgar.xml · nonDerivative · entry 2

Kirk Spencer · CIK 0001300028 · Director

10b5-1 filing: Not disclosed

Ownership: Indirect · Krispen Family Holdings L.C.

Disclosed balance after: 1,892,276

F1 · shares: Sale occurred pursuant to a 10b5-1 plan entered into by Mr. Kirk on November 3, 2016.

F2 · 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
September 21, 2017 Filed Oct 4, 2017 22:51 UTC GiftCommon Stock 1,000 $79.64 $79,640.00
Disclosure

SEC source: 0001179110-17-013129 · edgar.xml · nonDerivative · entry 1

SKOUSEN K FRED · CIK 0001250488 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 34,687

Read SEC document
September 15, 2017 Filed Sep 18, 2017 22:01 UTC
OVERTURF JAMESEVP/Chief Marketing Officer
SaleCommon Stock 700 $78.83 $55,181.00
Disclosure

SEC source: 0001179110-17-012373 · edgar.xml · nonDerivative · entry 2

OVERTURF JAMES · CIK 0001586187 · EVP/Chief Marketing Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 84,275

F1 · shares: Sale occurred pursuant to a 10b5-1 plan entered into by Mr. Overturf on December 13, 2016.

Read SEC document
September 14, 2017 Filed Sep 18, 2017 22:01 UTC
OVERTURF JAMESEVP/Chief Marketing Officer
SaleCommon Stock 600 $78.09 $46,852.26
Disclosure

SEC source: 0001179110-17-012373 · edgar.xml · nonDerivative · entry 1

OVERTURF JAMES · CIK 0001586187 · EVP/Chief Marketing Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 84,975

F1 · shares: Sale occurred pursuant to a 10b5-1 plan entered into by Mr. Overturf on December 13, 2016.

Read SEC document
September 13, 2017 Filed Sep 18, 2017 22:00 UTC
KUNDE GRACESVP Accounting and Finance
GiftRestricted Stock 425 $77.55 $32,956.63
Disclosure

SEC source: 0001179110-17-012372 · edgar.xml · nonDerivative · entry 1

KUNDE GRACE · CIK 0001537959 · SVP Accounting and Finance

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 11,559

Read SEC document
September 01, 2017 Filed Sep 5, 2017 19:41 UTC
Kirk SpencerDirector
SaleCommon Stock 20,000 $78.12 $1,562,328.00
Disclosure

SEC source: 0001179110-17-012030 · edgar.xml · nonDerivative · entry 2

Kirk Spencer · CIK 0001300028 · Director

10b5-1 filing: Not disclosed

Ownership: Indirect · Krispen Family Holdings L.C.

Disclosed balance after: 1,912,276

F1 · shares: Sale occurred pursuant to a 10b5-1 plan entered into by Mr. Kirk on November 3, 2016.

F2 · 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
August 22, 2017 Filed Aug 23, 2017 20:58 UTC
OVERTURF JAMESEVP/Chief Marketing Officer
SaleCommon Stock 700 $75.66 $52,964.59
Disclosure

SEC source: 0001179110-17-011781 · edgar.xml · nonDerivative · entry 2

OVERTURF JAMES · CIK 0001586187 · EVP/Chief Marketing Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 85,575

F1 · shares: Sale occurred pursuant to a 10b5-1 plan entered into by Mr. Overturf on December 13, 2016.

Read SEC document
August 21, 2017 Filed Aug 23, 2017 20:58 UTC
OVERTURF JAMESEVP/Chief Marketing Officer
SaleCommon Stock 600 $75.31 $45,187.50
Disclosure

SEC source: 0001179110-17-011781 · edgar.xml · nonDerivative · entry 1

OVERTURF JAMES · CIK 0001586187 · EVP/Chief Marketing Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 86,275

F1 · shares: Sale occurred pursuant to a 10b5-1 plan entered into by Mr. Overturf on December 13, 2016.

Read SEC document
August 01, 2017 Filed Aug 2, 2017 18:33 UTC
Kirk SpencerDirector
SaleCommon Stock 20,000 $79.09 $1,581,746.00
Disclosure

SEC source: 0001179110-17-011000 · edgar.xml · nonDerivative · entry 2

Kirk Spencer · CIK 0001300028 · Director

10b5-1 filing: Not disclosed

Ownership: Indirect · Krispen Family Holdings L.C.

Disclosed balance after: 1,932,276

F1 · shares: Sale occurred pursuant to a 10b5-1 plan entered into by Mr. Kirk on November 3, 2016.

F2 · 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
July 18, 2017 Filed Jul 18, 2017 23:38 UTC
OVERTURF JAMESEVP/Chief Marketing Officer
SaleCommon Stock 700 $77.35 $54,145.00
Disclosure

SEC source: 0001179110-17-010433 · edgar.xml · nonDerivative · entry 2

OVERTURF JAMES · CIK 0001586187 · EVP/Chief Marketing Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 86,875

F1 · shares: Sale occurred pursuant to a 10b5-1 plan entered into by Mr. Overturf on December 13, 2016.

Read SEC document
July 17, 2017 Filed Jul 18, 2017 23:38 UTC
OVERTURF JAMESEVP/Chief Marketing Officer
SaleCommon Stock 600 $77.17 $46,302.00
Disclosure

SEC source: 0001179110-17-010433 · edgar.xml · nonDerivative · entry 1

OVERTURF JAMES · CIK 0001586187 · EVP/Chief Marketing Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 87,575

F1 · shares: Sale occurred pursuant to a 10b5-1 plan entered into by Mr. Overturf on December 13, 2016.

Read SEC document
July 03, 2017 Filed Jul 5, 2017 19:16 UTC
Kirk SpencerDirector
SaleCommon Stock 20,000 $78.31 $1,566,276.00
Disclosure

SEC source: 0001179110-17-010102 · edgar.xml · nonDerivative · entry 2

Kirk Spencer · CIK 0001300028 · Director

10b5-1 filing: Not disclosed

Ownership: Indirect · Krispen Family Holdings L.C.

Disclosed balance after: 1,952,276

F1 · shares: Sale occurred pursuant to a 10b5-1 plan entered into by Mr. Kirk on November 3, 2016.

F2 · 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
June 09, 2017 Filed Jun 12, 2017 23:15 UTC
OVERTURF JAMESEVP/Chief Marketing Officer
SaleCommon Stock 700 $74.80 $52,359.30
Disclosure

SEC source: 0001179110-17-008961 · edgar.xml · nonDerivative · entry 2

OVERTURF JAMES · CIK 0001586187 · EVP/Chief Marketing Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 88,175

F1 · shares: Sale occurred pursuant to a 10b5-1 plan entered into by Mr. Overturf on December 13, 2016.

Read SEC document
June 08, 2017 Filed Jun 12, 2017 23:15 UTC
OVERTURF JAMESEVP/Chief Marketing Officer
SaleCommon Stock 600 $75.02 $45,010.20
Disclosure

SEC source: 0001179110-17-008961 · edgar.xml · nonDerivative · entry 1

OVERTURF JAMES · CIK 0001586187 · EVP/Chief Marketing Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 88,875

F1 · shares: Sale occurred pursuant to a 10b5-1 plan entered into by Mr. Overturf on December 13, 2016.

Read SEC document
June 01, 2017 Filed Jun 1, 2017 20:08 UTC
Kirk SpencerDirector
SaleCommon Stock 20,000 $75.75 $1,514,974.00
Disclosure

SEC source: 0001179110-17-008370 · edgar.xml · nonDerivative · entry 2

Kirk Spencer · CIK 0001300028 · Director

10b5-1 filing: Not disclosed

Ownership: Indirect · Krispen Family Holdings L.C.

Disclosed balance after: 1,972,276

F1 · shares: Sale occurred pursuant to a 10b5-1 plan entered into by Mr. Kirk on November 3, 2016.

F2 · 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
May 18, 2017 Filed May 19, 2017 20:58 UTC GrantCommon Stock 1,318 $75.90 $100,036.20
Disclosure

SEC source: 0001179110-17-007630 · edgar.xml · nonDerivative · entry 1

Olmstead Diane · CIK 0001596300 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 5,251

Read SEC document
May 18, 2017 Filed May 19, 2017 16:58 UTC
Kirk SpencerDirector
GrantCommon Stock 1,318 $75.90 $100,036.20
Disclosure

SEC source: 0001179110-17-007629 · edgar.xml · nonDerivative · entry 1

Kirk Spencer · CIK 0001300028 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 665,748

Read SEC document
May 18, 2017 Filed May 19, 2017 21:00 UTC GrantCommon Stock 1,318 $75.90 $100,036.20
Disclosure

SEC source: 0001179110-17-007634 · edgar.xml · nonDerivative · entry 1

LETHAM DENNIS J · CIK 0001217119 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 4,406

Read SEC document
May 18, 2017 Filed May 19, 2017 20:59 UTC GrantCommon Stock 1,318 $75.90 $100,036.20
Disclosure

SEC source: 0001179110-17-007632 · edgar.xml · nonDerivative · entry 1

SKOUSEN K FRED · CIK 0001250488 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 35,687

Read SEC document
May 18, 2017 Filed May 19, 2017 20:58 UTC GrantCommon Stock 1,318 $75.90 $100,036.20
Disclosure

SEC source: 0001179110-17-007631 · edgar.xml · nonDerivative · entry 1

PORTER ROGER B · CIK 0001184841 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 125,145

Read SEC document
May 17, 2017 Filed May 18, 2017 22:47 UTC
OVERTURF JAMESEVP/Chief Marketing Officer
SaleCommon Stock 1,300 $74.59 $96,970.51
Disclosure

SEC source: 0001179110-17-007555 · edgar.xml · nonDerivative · entry 1

OVERTURF JAMES · CIK 0001586187 · EVP/Chief Marketing Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 89,475

F1 · shares: Sale occurred pursuant to a 10b5-1 plan entered into by Mr. Overturf on December 13, 2016

Read SEC document
May 01, 2017 Filed May 1, 2017 16:58 UTC
Kirk SpencerDirector
SaleCommon Stock 20,000 $75.28 $1,505,512.00
Disclosure

SEC source: 0001179110-17-006319 · edgar.xml · nonDerivative · entry 2

Kirk Spencer · CIK 0001300028 · Director

10b5-1 filing: Not disclosed

Ownership: Indirect · Krispen Family Holdings L.C.

Disclosed balance after: 1,992,276

F1 · shares: Sale occurred pursuant to a 10b5-1 plan entered into by Mr. Kirk on November 3, 2016.

F2 · 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
April 21, 2017 Filed Apr 21, 2017 23:35 UTC
OVERTURF JAMESEVP/Chief Marketing Officer
SaleCommon Stock 700 $80.63 $56,438.20
Disclosure

SEC source: 0001179110-17-006159 · edgar.xml · nonDerivative · entry 2

OVERTURF JAMES · CIK 0001586187 · EVP/Chief Marketing Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 90,775

F1 · shares: Sale occurred pursuant to a 10b5-1 plan entered into by Mr. Overturf on December 13, 2016.

Read SEC document
April 20, 2017 Filed Apr 21, 2017 23:35 UTC
OVERTURF JAMESEVP/Chief Marketing Officer
SaleCommon Stock 600 $80.36 $48,216.00
Disclosure

SEC source: 0001179110-17-006159 · edgar.xml · nonDerivative · entry 1

OVERTURF JAMES · CIK 0001586187 · EVP/Chief Marketing Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 91,475

F1 · shares: Sale occurred pursuant to a 10b5-1 plan entered into by Mr. Overturf on December 13, 2016.

Read SEC document
April 03, 2017 Filed Apr 3, 2017 17:48 UTC
Kirk SpencerDirector
SaleCommon Stock 20,000 $75.15 $1,503,060.00
Disclosure

SEC source: 0001179110-17-005414 · edgar.xml · nonDerivative · entry 2

Kirk Spencer · CIK 0001300028 · Director

10b5-1 filing: Not disclosed

Ownership: Indirect · Krispen Family Holdings L.C.

Disclosed balance after: 2,012,276

F1 · shares: Sale occurred pursuant to a 10b5-1 plan entered into by Mr. Kirk on November 3, 2016.

F2 · 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
April 01, 2017 Filed Apr 3, 2017 21:47 UTC
KUNDE GRACESVP Accounting and Finance
GrantCommon Stock 1,681 $74.39 $125,049.59
Disclosure

SEC source: 0001179110-17-005412 · edgar.xml · nonDerivative · entry 1

KUNDE GRACE · CIK 0001537959 · SVP Accounting and Finance

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 11,984

Read SEC document
March 17, 2017 Filed Mar 17, 2017 22:28 UTC
OVERTURF JAMESEVP/Chief Marketing Officer
SaleCommon Stock 700 $75.41 $52,789.03
Disclosure

SEC source: 0001179110-17-004887 · edgar.xml · nonDerivative · entry 2

OVERTURF JAMES · CIK 0001586187 · EVP/Chief Marketing Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 92,075

F1 · shares: Sale occurred pursuant to a 10b5-1 plan entered into by Mr. Overturf on December 13, 2016.

Read SEC document
March 16, 2017 Filed Mar 17, 2017 22:28 UTC
OVERTURF JAMESEVP/Chief Marketing Officer
SaleCommon Stock 600 $74.97 $44,979.60
Disclosure

SEC source: 0001179110-17-004887 · edgar.xml · nonDerivative · entry 1

OVERTURF JAMES · CIK 0001586187 · EVP/Chief Marketing Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 92,775

F1 · shares: Sale occurred pursuant to a 10b5-1 plan entered into by Mr. Overturf on December 13, 2016.

Read SEC document
March 02, 2017 Filed Mar 8, 2017 00:48 UTC GiftCommon Stock 1,119 $79.71 $89,189.90
Disclosure

SEC source: 0001179110-17-004184 · edgar.xml · nonDerivative · entry 1

SKOUSEN K FRED · CIK 0001250488 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 34,369

Read SEC document
March 01, 2017 Filed Mar 2, 2017 17:49 UTC
Kirk SpencerDirector
SaleCommon Stock 20,000 $79.63 $1,592,620.00
Disclosure

SEC source: 0001179110-17-003687 · edgar.xml · nonDerivative · entry 2

Kirk Spencer · CIK 0001300028 · Director

10b5-1 filing: Not disclosed

Ownership: Indirect · Krispen Family Holdings L.C.

Disclosed balance after: 2,032,276

F1 · shares: Sale occurred pursuant to a 10b5-1 plan entered into by Mr. Kirk on November 3, 2016.

F2 · 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
February 15, 2017 Filed Feb 17, 2017 00:25 UTC
Margolis Joseph DChief Executive Officer
GrantCommon Stock 15,298 $73.54 $1,125,014.92
Disclosure

SEC source: 0001179110-17-002593 · edgar.xml · nonDerivative · entry 1

Margolis Joseph D · CIK 0001330121 · Chief Executive Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 88,649

Read SEC document
February 15, 2017 Filed Feb 16, 2017 19:28 UTC
Woolley Kenneth M.Director · Executive Chairman
GrantCommon Stock 2,550 $73.54 $187,527.00
Disclosure

SEC source: 0001179110-17-002598 · edgar.xml · nonDerivative · entry 1

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 840,018

Read SEC document
February 15, 2017 Filed Feb 17, 2017 00:28 UTC
Stubbs P ScottExecutive VP and CFO
GrantCommon Stock 4,845 $73.54 $356,301.30
Disclosure

SEC source: 0001179110-17-002597 · edgar.xml · nonDerivative · entry 1

Stubbs P Scott · CIK 0001357194 · Executive VP and CFO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 132,450

Read SEC document
February 15, 2017 Filed Feb 17, 2017 00:27 UTC
Sondhi SamratExecutive VP and COO
GrantCommon Stock 2,380 $73.54 $175,025.20
Disclosure

SEC source: 0001179110-17-002596 · edgar.xml · nonDerivative · entry 1

Sondhi Samrat · CIK 0001596298 · Executive VP and COO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 64,056

Read SEC document
February 15, 2017 Filed Feb 17, 2017 00:26 UTC
OVERTURF JAMESEVP/Chief Marketing Officer
GrantCommon Stock 2,618 $73.54 $192,527.72
Disclosure

SEC source: 0001179110-17-002595 · edgar.xml · nonDerivative · entry 1

OVERTURF JAMES · CIK 0001586187 · EVP/Chief Marketing Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 93,375

Read SEC document
February 15, 2017 Filed Feb 17, 2017 00:26 UTC
McNeal Gwyn GoodsonEVP/Chief Legal Officer
GrantCommon Stock 2,380 $73.54 $175,025.20
Disclosure

SEC source: 0001179110-17-002594 · edgar.xml · nonDerivative · entry 1

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 16,864

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February 15, 2017 Filed Feb 17, 2017 00:19 UTC
KUNDE GRACESVP Accounting and Finance
GrantCommon Stock 1,000 $73.54 $73,540.00
Disclosure

SEC source: 0001179110-17-002592 · edgar.xml · nonDerivative · entry 1

KUNDE GRACE · CIK 0001537959 · SVP Accounting and Finance

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 10,303

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February 08, 2017 Filed Feb 8, 2017 23:51 UTC
OVERTURF JAMESEVP/Chief Marketing Officer
SaleCommon Stock 700 $74.42 $52,091.13
Disclosure

SEC source: 0001179110-17-001996 · edgar.xml · nonDerivative · entry 2

OVERTURF JAMES · CIK 0001586187 · EVP/Chief Marketing Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 90,757

F1 · shares: Sale occurred pursuant to a 10b5-1 plan entered into by Mr. Overturf on December 13, 2016.

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February 07, 2017 Filed Feb 8, 2017 23:51 UTC
OVERTURF JAMESEVP/Chief Marketing Officer
SaleCommon Stock 600 $73.73 $44,235.60
Disclosure

SEC source: 0001179110-17-001996 · edgar.xml · nonDerivative · entry 1

OVERTURF JAMES · CIK 0001586187 · EVP/Chief Marketing Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 91,457

F1 · shares: Sale occurred pursuant to a 10b5-1 plan entered into by Mr. Overturf on December 13, 2016.

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February 01, 2017 Filed Feb 1, 2017 16:49 UTC
Kirk SpencerDirector
SaleCommon Stock 20,000 $71.88 $1,437,676.00
Disclosure

SEC source: 0001179110-17-001438 · edgar.xml · nonDerivative · entry 2

Kirk Spencer · CIK 0001300028 · Director

10b5-1 filing: Not disclosed

Ownership: Indirect · Krispen Family Holdings L.C.

Disclosed balance after: 2,052,276

F1 · shares: Sale occurred pursuant to a 10b5-1 plan entered into by Mr. Kirk on November 3, 2016.

F2 · 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.

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January 12, 2017 Filed Jan 14, 2017 01:25 UTC
OVERTURF JAMESEVP/Chief Marketing Officer
SaleCommon Stock 700 $73.77 $51,642.01
Disclosure

SEC source: 0001179110-17-000960 · edgar.xml · nonDerivative · entry 2

OVERTURF JAMES · CIK 0001586187 · EVP/Chief Marketing Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 92,057

F1 · shares: Sale occurred pursuant to a 10b5-1 plan entered into by Mr. Overturf on December 13, 2016.

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January 11, 2017 Filed Jan 14, 2017 01:25 UTC
OVERTURF JAMESEVP/Chief Marketing Officer
SaleCommon Stock 600 $75.24 $45,144.00
Disclosure

SEC source: 0001179110-17-000960 · edgar.xml · nonDerivative · entry 1

OVERTURF JAMES · CIK 0001586187 · EVP/Chief Marketing Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 92,757

F1 · shares: Sale occurred pursuant to a 10b5-1 plan entered into by Mr. Overturf on December 13, 2016.

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January 03, 2017 Filed Jan 3, 2017 20:14 UTC
Kirk SpencerDirector
SaleCommon Stock 20,000 $76.65 $1,532,906.00
Disclosure

SEC source: 0001179110-17-000136 · edgar.xml · nonDerivative · entry 2

Kirk Spencer · CIK 0001300028 · Director

10b5-1 filing: Not disclosed

Ownership: Indirect · Krispen Family Holdings L.C.

Disclosed balance after: 2,072,276

F1 · shares: Sale occurred pursuant to a 10b5-1 plan entered into by Mr. Kirk on November 3, 2016.

F2 · 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.

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December 05, 2016 Filed Dec 7, 2016 19:16 UTC
Kirk SpencerDirector · Chief Executive Officer
Exercise / conversionStock Options · Derivative 75,000 $15.07 Strike: $15.07 $1,130,250.00
Disclosure

SEC source: 0001179110-16-032542 · edgar.xml · derivative · entry 5

Kirk Spencer · CIK 0001300028 · Director · Chief Executive Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 232,715

Underlying: Common Stock · 75,000 shares

Expires 2017-09-06

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

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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.