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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
Oct 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 01, 2026 Filed Mar 4, 2026 02:14 UTC
McNeal Gwyn GoodsonEVP/Chief Legal Officer
GrantCommon Stock 3,609 $151.03 $545,067.27
Disclosure

SEC source: 0001289490-26-000021 · wk-form4_1772590475.xml · nonDerivative · entry 2

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

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 41,904

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

Read SEC document
March 01, 2026 Filed Mar 4, 2026 02:14 UTC
McNeal Gwyn GoodsonEVP/Chief Legal Officer
GrantCommon Stock 1,239 $151.03 $187,126.17
Disclosure

SEC source: 0001289490-26-000021 · wk-form4_1772590475.xml · nonDerivative · entry 1

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

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 38,295

F1 · shares: Represents the number of shares of common stock issued upon the vesting of performance stock units (PSUs), net of shares withheld by the Issuer in payment of the tax liability arising in connection with the settlement of vested PSUs. Each PSU represented a contingent right to receive shares of the Issuers common stock. The PSUs were originally granted on March 1, 2023 and were eligible to vest based on the Issuer achievement of certain performance objectives during the three-year performance period ending December 31, 2025. On February 10, 2026, the Compensation Committee of the Board of Directors of the Issuer certified the Issuer achievement relative to the applicable performance objectives and approved the vesting of the PSUs with respect to these shares effective March 1, 2026.

Read SEC document
March 01, 2026 Filed Mar 4, 2026 01:30 UTC
Dickens Zachary TEVP, Chief Investment Officer
Tax withholdingCommon Stock 761 $151.03 $114,933.83
Disclosure

SEC source: 0001289490-26-000013 · wk-form4_1772587841.xml · nonDerivative · entry 6

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

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 33,876

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

Read SEC document
March 01, 2026 Filed Mar 4, 2026 01:30 UTC
Dickens Zachary TEVP, Chief Investment Officer
Tax withholdingCommon Stock 444 $151.03 $67,057.32
Disclosure

SEC source: 0001289490-26-000013 · wk-form4_1772587841.xml · nonDerivative · entry 5

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

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 34,637

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

Read SEC document
March 01, 2026 Filed Mar 4, 2026 01:30 UTC
Dickens Zachary TEVP, Chief Investment Officer
Tax withholdingCommon Stock 351 $151.03 $53,011.53
Disclosure

SEC source: 0001289490-26-000013 · wk-form4_1772587841.xml · nonDerivative · entry 4

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

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 35,081

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

Read SEC document
March 01, 2026 Filed Mar 4, 2026 01:30 UTC
Dickens Zachary TEVP, Chief Investment Officer
Tax withholdingCommon Stock 173 $151.03 $26,128.19
Disclosure

SEC source: 0001289490-26-000013 · wk-form4_1772587841.xml · nonDerivative · entry 3

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

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 35,432

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

Read SEC document
March 01, 2026 Filed Mar 4, 2026 01:30 UTC
Dickens Zachary TEVP, Chief Investment Officer
GrantCommon Stock 7,018 $151.03 $1,059,928.54
Disclosure

SEC source: 0001289490-26-000013 · wk-form4_1772587841.xml · nonDerivative · entry 2

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

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 35,605

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

Read SEC document
March 01, 2026 Filed Mar 4, 2026 01:30 UTC
Dickens Zachary TEVP, Chief Investment Officer
GrantCommon Stock 1,920 $151.03 $289,977.60
Disclosure

SEC source: 0001289490-26-000013 · wk-form4_1772587841.xml · nonDerivative · entry 1

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

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 28,587

F1 · shares: Represents the number of shares of common stock issued upon the vesting of performance stock units (PSUs). Each PSU represented a contingent right to receive shares of the Issuers common stock. The PSUs were originally granted on March 1, 2023 and were eligible to vest based on the Issuer achievement of certain performance objectives during the three-year performance period ending December 31, 2025. On February 10, 2026, the Compensation Committee of the Board of Directors of the Issuer certified the Issuer achievement relative to the applicable performance objectives and approved the vesting of the PSUs with respect to these shares effective March 1, 2026.

Read SEC document
March 01, 2026 Filed Mar 4, 2026 02:09 UTC Tax withholdingCommon Stock 117 $151.03 $17,670.51
Disclosure

SEC source: 0001289490-26-000017 · wk-form4_1772590161.xml · nonDerivative · entry 2

KUNDE GRACE · CIK 0001537959 · CAO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 14,922

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

Read SEC document
March 01, 2026 Filed Mar 4, 2026 02:09 UTC GrantCommon Stock 1,292 $151.03 $195,130.76
Disclosure

SEC source: 0001289490-26-000017 · wk-form4_1772590161.xml · nonDerivative · entry 1

KUNDE GRACE · CIK 0001537959 · CAO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 15,039

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

Read SEC document
February 02, 2026 Filed Feb 3, 2026 21:39 UTC
Norman Jeffrey JayExecutive VP and CFO
Tax withholdingCommon Stock 105 $137.97 $14,486.85
Disclosure

SEC source: 0001628280-26-005066 · wk-form4_1770154777.xml · nonDerivative · entry 1

Norman Jeffrey Jay · CIK 0002074827 · Executive VP and CFO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 13,485

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

Read SEC document
January 02, 2026 Filed Jan 5, 2026 21:59 UTC Tax withholdingCommon Stock 158 $130.22 $20,574.76
Disclosure

SEC source: 0001628280-26-000576 · wk-form4_1767650336.xml · nonDerivative · entry 1

KUNDE GRACE · CIK 0001537959 · CAO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 13,747

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

Read SEC document
December 02, 2025 Filed Dec 4, 2025 17:17 UTC
Kirk SpencerDirector
GiftCommon Stock 70,000 $0.00 $0.00
Disclosure

SEC source: 0001628280-25-055425 · wk-form4_1764886641.xml · nonDerivative · entry 1

Kirk Spencer · CIK 0001300028 · Director

10b5-1 filing: No plan indicated

Ownership: Indirect · Krispen Family Holdings L.C.

Disclosed balance after: 567,591

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

Read SEC document
November 06, 2025 Filed Nov 7, 2025 21:54 UTC
Margolis Joseph DDirector · Chief Executive Officer
GiftCommon Stock 7,692 $0.00 $0.00
Disclosure

SEC source: 0001628280-25-050694 · wk-form4_1762552497.xml · nonDerivative · entry 1

Margolis Joseph D · CIK 0001330121 · Director · Chief Executive Officer

10b5-1 filing: No plan indicated

Ownership: Indirect · J Margolis & K Margolis TTEE

Disclosed balance after: 12,068

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

Read SEC document
October 01, 2025 Filed Oct 3, 2025 20:42 UTC
Margolis Joseph DDirector · Chief Executive Officer
SaleCommon Stock 7,500 $141.41 $1,060,575.00
Disclosure

SEC source: 0001289490-25-000019 · wk-form4_1759524167.xml · nonDerivative · entry 1

Margolis Joseph D · CIK 0001330121 · Director · Chief Executive Officer

10b5-1 filing: No plan indicated

Ownership: Indirect · J Margolis & K Margolis TTEE

Disclosed balance after: 19,760

F1 · kind: This transaction was effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person dated as of February 28, 2025.

F2 · ownership.nature: Shares held in J Margolis & K Margolis TTEE Joseph Daniel Margolis Revocab U/A DTD 05/24/2013.

Read SEC document
September 11, 2025 Filed Sep 15, 2025 22:09 UTC
Springer William NEVP, Chief S & P Officer
GiftCommon Stock 295 $0.00 $0.00
Disclosure

SEC source: 0001799963-25-000003 · wk-form4_1757974167.xml · nonDerivative · entry 1

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

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 19,725

Read SEC document
July 01, 2025 Filed Jul 3, 2025 20:36 UTC
Margolis Joseph DDirector · Chief Executive Officer
SaleCommon Stock 7,500 $150.35 $1,127,625.00
Disclosure

SEC source: 0001628280-25-034254 · wk-form4_1751575001.xml · nonDerivative · entry 1

Margolis Joseph D · CIK 0001330121 · Director · Chief Executive Officer

10b5-1 filing: No plan indicated

Ownership: Indirect · J Margolis & K Margolis TTEE

Disclosed balance after: 27,260

F1 · kind: This transaction was effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person dated as of February 28, 2025.

F2 · ownership.nature: Shares held in J Margolis & K Margolis TTEE Joseph Daniel Margolis Revocab U/A DTD 05/24/2013.

Read SEC document
July 01, 2025 Filed Jul 3, 2025 20:46 UTC
Springer William NEVP, Chief S & P Officer
Tax withholdingCommon Stock 138 $150.50 $20,769.00
Disclosure

SEC source: 0001628280-25-034276 · wk-form4_1751575559.xml · nonDerivative · entry 1

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

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 20,020

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

Read SEC document
July 01, 2025 Filed Jul 3, 2025 20:40 UTC
Dickens Zachary TEVP, Chief Investment Officer
Tax withholdingCommon Stock 164 $150.50 $24,682.00
Disclosure

SEC source: 0001628280-25-034260 · wk-form4_1751575223.xml · nonDerivative · entry 1

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

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 26,667

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

Read SEC document
May 21, 2025 Filed May 23, 2025 17:26 UTC GrantCommon Stock 1,375 $145.41 $199,938.75
Disclosure

SEC source: 0001628280-25-027499 · wk-form4_1748021156.xml · nonDerivative · entry 1

CRITTENDEN GARY L · CIK 0001012683 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 7,107

F1 · shares: Stock awards vest over one year on the anniversary of the grant date.

Read SEC document
May 21, 2025 Filed May 23, 2025 13:22 UTC GrantCommon Stock 1,375 $145.41 $199,938.75
Disclosure

SEC source: 0001628280-25-027494 · wk-form4_1748020959.xml · nonDerivative · entry 1

Bonner Joseph J · CIK 0001777664 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 5,932

F1 · shares: Stock awards vest over one year on the anniversary of the grant date.

Read SEC document
May 21, 2025 Filed May 23, 2025 13:15 UTC
Kirk SpencerDirector
GrantCommon Stock 1,375 $145.41 $199,938.75
Disclosure

SEC source: 0001628280-25-027486 · wk-form4_1748020501.xml · nonDerivative · entry 1

Kirk Spencer · CIK 0001300028 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 127,891

F1 · shares: Stock awards vest over one year on the anniversary of the grant date.

Read SEC document
May 21, 2025 Filed May 23, 2025 13:10 UTC GrantCommon Stock 1,375 $145.41 $199,938.75
Disclosure

SEC source: 0001628280-25-027484 · wk-form4_1748020198.xml · nonDerivative · entry 1

Woolley Kenneth M. · CIK 0001299642 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 405,681

F1 · shares: Stock awards vest over one year on the anniversary of the grant date.

Read SEC document
May 21, 2025 Filed May 23, 2025 17:32 UTC GrantCommon Stock 1,375 $145.41 $199,938.75
Disclosure

SEC source: 0001628280-25-027507 · wk-form4_1748021529.xml · nonDerivative · entry 1

Barberio Mark G · CIK 0001631948 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 14,081

F1 · shares: Stock awards vest over one year on the anniversary of the grant date.

Read SEC document
May 21, 2025 Filed May 23, 2025 17:29 UTC
Harnett SueDirector
GrantCommon Stock 1,375 $145.41 $199,938.75
Disclosure

SEC source: 0001628280-25-027505 · wk-form4_1748021361.xml · nonDerivative · entry 1

Harnett Sue · CIK 0001783028 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 5,609

F1 · shares: Stock awards vest over one year on the anniversary of the grant date.

Read SEC document
May 21, 2025 Filed May 23, 2025 17:27 UTC GrantCommon Stock 1,375 $145.41 $199,938.75
Disclosure

SEC source: 0001628280-25-027502 · wk-form4_1748021229.xml · nonDerivative · entry 1

Saffire Joseph · CIK 0001607364 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 45,120

F1 · shares: Stock awards vest over one year on the anniversary of the grant date.

Read SEC document
May 21, 2025 Filed May 23, 2025 17:24 UTC GrantCommon Stock 1,375 $145.41 $199,938.75
Disclosure

SEC source: 0001628280-25-027497 · wk-form4_1748021063.xml · nonDerivative · entry 1

Vander Ploeg Julia · CIK 0001831418 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 6,190

F1 · shares: Stock awards vest over one year on the anniversary of the grant date.

Read SEC document
May 21, 2025 Filed May 23, 2025 17:20 UTC GrantCommon Stock 1,375 $145.41 $199,938.75
Disclosure

SEC source: 0001628280-25-027490 · wk-form4_1748020808.xml · nonDerivative · entry 1

Olmstead Diane · CIK 0001596300 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 7,252

F1 · shares: Stock awards vest over one year on the anniversary of the grant date.

Read SEC document
April 01, 2025 Filed Apr 3, 2025 23:13 UTC
Margolis Joseph DDirector · Chief Executive Officer
SaleCommon Stock 7,500 $147.45 $1,105,875.00
Disclosure

SEC source: 0001628280-25-016673 · wk-form4_1743722001.xml · nonDerivative · entry 1

Margolis Joseph D · CIK 0001330121 · Director · Chief Executive Officer

10b5-1 filing: No plan indicated

Ownership: Indirect · Cove Hollow Lane II, LLC

Disclosed balance after: 9,190

F1 · kind: This transaction was effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person dated as of March 1, 2024.

F2 · ownership.nature: The reporting person disclaims beneficial ownership in the common stock held by Cove Hollow Lane II, LLC, except to the extent of his pecuniary interest therein.

Read SEC document
April 01, 2025 Filed Apr 3, 2025 23:15 UTC Tax withholdingCommon Stock 371 $147.84 $54,848.64
Disclosure

SEC source: 0001628280-25-016675 · wk-form4_1743722111.xml · nonDerivative · entry 1

KUNDE GRACE · CIK 0001537959 · CAO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 13,905

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

Read SEC document
March 13, 2025 Filed Mar 14, 2025 19:18 UTC SaleCommon Stock 672 $149.10 $100,195.20
Disclosure

SEC source: 0001628280-25-012891 · wk-form4_1741994330.xml · nonDerivative · entry 1

Bonner Joseph J · CIK 0001777664 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 4,557

Read SEC document
March 13, 2025 Filed Mar 4, 2026 02:01 UTC
Margolis Joseph DDirector · Chief Executive Officer
GiftCommon Stock 17,184 $0.00 $0.00
Disclosure

SEC source: 0001289490-26-000015 · wk-form4_1772589706.xml · nonDerivative · entry 4

Margolis Joseph D · CIK 0001330121 · Director · Chief Executive Officer

10b5-1 filing: No plan indicated

Ownership: Indirect · J Margolis & K Margolis TTEE

Disclosed balance after: 59,543

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

Read SEC document
March 13, 2025 Filed Mar 4, 2026 02:01 UTC
Margolis Joseph DDirector · Chief Executive Officer
GiftCommon Stock 17,184 $0.00 $0.00
Disclosure

SEC source: 0001289490-26-000015 · wk-form4_1772589706.xml · nonDerivative · entry 3

Margolis Joseph D · CIK 0001330121 · Director · Chief Executive Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 36,910

Read SEC document
March 01, 2025 Filed Mar 5, 2025 01:32 UTC
Margolis Joseph DDirector · Chief Executive Officer
Tax withholdingCommon Stock 1,684 $152.56 $256,911.04
Disclosure

SEC source: 0001628280-25-010192 · wk-form4_1741138364.xml · nonDerivative · entry 5

Margolis Joseph D · CIK 0001330121 · Director · Chief Executive Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 84,385

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

Read SEC document
March 01, 2025 Filed Mar 5, 2025 01:32 UTC
Margolis Joseph DDirector · Chief Executive Officer
Tax withholdingCommon Stock 1,265 $152.56 $192,988.40
Disclosure

SEC source: 0001628280-25-010192 · wk-form4_1741138364.xml · nonDerivative · entry 4

Margolis Joseph D · CIK 0001330121 · Director · Chief Executive Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 86,069

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

Read SEC document
March 01, 2025 Filed Mar 5, 2025 01:32 UTC
Margolis Joseph DDirector · Chief Executive Officer
Tax withholdingCommon Stock 1,066 $152.56 $162,628.96
Disclosure

SEC source: 0001628280-25-010192 · wk-form4_1741138364.xml · nonDerivative · entry 3

Margolis Joseph D · CIK 0001330121 · Director · Chief Executive Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 87,334

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

Read SEC document
March 01, 2025 Filed Mar 5, 2025 01:32 UTC
Margolis Joseph DDirector · Chief Executive Officer
GrantCommon Stock 17,206 $152.56 $2,624,947.36
Disclosure

SEC source: 0001628280-25-010192 · wk-form4_1741138364.xml · nonDerivative · entry 2

Margolis Joseph D · CIK 0001330121 · Director · Chief Executive Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 88,400

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

Read SEC document
March 01, 2025 Filed Mar 5, 2025 01:32 UTC
Margolis Joseph DDirector · Chief Executive Officer
GrantCommon Stock 10,535 $152.56 $1,607,219.60
Disclosure

SEC source: 0001628280-25-010192 · wk-form4_1741138364.xml · nonDerivative · entry 1

Margolis Joseph D · CIK 0001330121 · Director · Chief Executive Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 71,194

F1 · shares: Represents the number of shares of common stock issued upon the vesting of performance stock units (PSUs). Each PSU represented a contingent right to receive shares of the Issuers common stock. The PSUs were originally granted on February 14, 2022 and were eligible to vest based on the Issuer achievement of certain performance objectives during the three-year performance period ending December 31, 2024. On February 11, 2025, the Compensation Committee of the Board of Directors of the Issuer certified the Issuer achievement relative to the applicable performance objectives and approved the vesting of the PSUs with respect to these shares effective March 1, 2025.

Read SEC document
March 01, 2025 Filed Mar 5, 2025 01:54 UTC Tax withholdingCommon Stock 382 $152.56 $58,277.92
Disclosure

SEC source: 0001628280-25-010207 · wk-form4_1741139667.xml · nonDerivative · entry 5

Herrington Matthew T · CIK 0001814592 · EVP & COO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 17,453

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

Read SEC document
March 01, 2025 Filed Mar 5, 2025 01:54 UTC Tax withholdingCommon Stock 268 $152.56 $40,886.08
Disclosure

SEC source: 0001628280-25-010207 · wk-form4_1741139667.xml · nonDerivative · entry 4

Herrington Matthew T · CIK 0001814592 · EVP & COO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 17,835

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

Read SEC document
March 01, 2025 Filed Mar 5, 2025 01:54 UTC Tax withholdingCommon Stock 155 $152.56 $23,646.80
Disclosure

SEC source: 0001628280-25-010207 · wk-form4_1741139667.xml · nonDerivative · entry 3

Herrington Matthew T · CIK 0001814592 · EVP & COO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 18,103

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

Read SEC document
March 01, 2025 Filed Mar 5, 2025 01:54 UTC GrantCommon Stock 6,227 $152.56 $949,991.12
Disclosure

SEC source: 0001628280-25-010207 · wk-form4_1741139667.xml · nonDerivative · entry 2

Herrington Matthew T · CIK 0001814592 · EVP & COO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 18,258

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

Read SEC document
March 01, 2025 Filed Mar 5, 2025 01:54 UTC GrantCommon Stock 1,536 $152.56 $234,332.16
Disclosure

SEC source: 0001628280-25-010207 · wk-form4_1741139667.xml · nonDerivative · entry 1

Herrington Matthew T · CIK 0001814592 · EVP & COO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 12,031

F1 · shares: Represents the number of shares of common stock issued upon the vesting of performance stock units (PSUs). Each PSU represented a contingent right to receive shares of the Issuers common stock. The PSUs were originally granted on February 14, 2022 and were eligible to vest based on the Issuer achievement of certain performance objectives during the three-year performance period ending December 31, 2024. On February 11, 2025, the Compensation Committee of the Board of Directors of the Issuer certified the Issuer achievement relative to the applicable performance objectives and approved the vesting of the PSUs with respect to these shares effective March 1, 2025.

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March 01, 2025 Filed Mar 5, 2025 01:50 UTC
Sondhi SamratExecutive VP and CDO
Tax withholdingCommon Stock 451 $152.56 $68,804.56
Disclosure

SEC source: 0001628280-25-010205 · wk-form4_1741139448.xml · nonDerivative · entry 5

Sondhi Samrat · CIK 0001596298 · Executive VP and CDO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 101,950

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

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March 01, 2025 Filed Mar 5, 2025 01:50 UTC
Sondhi SamratExecutive VP and CDO
Tax withholdingCommon Stock 353 $152.56 $53,853.68
Disclosure

SEC source: 0001628280-25-010205 · wk-form4_1741139448.xml · nonDerivative · entry 4

Sondhi Samrat · CIK 0001596298 · Executive VP and CDO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 102,401

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

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March 01, 2025 Filed Mar 5, 2025 01:50 UTC
Sondhi SamratExecutive VP and CDO
Tax withholdingCommon Stock 206 $152.56 $31,427.36
Disclosure

SEC source: 0001628280-25-010205 · wk-form4_1741139448.xml · nonDerivative · entry 3

Sondhi Samrat · CIK 0001596298 · Executive VP and CDO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 102,754

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

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March 01, 2025 Filed Mar 5, 2025 01:50 UTC
Sondhi SamratExecutive VP and CDO
GrantCommon Stock 7,079 $152.56 $1,079,972.24
Disclosure

SEC source: 0001628280-25-010205 · wk-form4_1741139448.xml · nonDerivative · entry 2

Sondhi Samrat · CIK 0001596298 · Executive VP and CDO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 102,960

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

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March 01, 2025 Filed Mar 5, 2025 01:50 UTC
Sondhi SamratExecutive VP and CDO
GrantCommon Stock 2,041 $152.56 $311,374.96
Disclosure

SEC source: 0001628280-25-010205 · wk-form4_1741139448.xml · nonDerivative · entry 1

Sondhi Samrat · CIK 0001596298 · Executive VP and CDO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 95,881

F1 · shares: Represents the number of shares of common stock issued upon the vesting of performance stock units (PSUs). Each PSU represented a contingent right to receive shares of the Issuers common stock. The PSUs were originally granted on February 14, 2022 and were eligible to vest based on the Issuer achievement of certain performance objectives during the three-year performance period ending December 31, 2024. On February 11, 2025, the Compensation Committee of the Board of Directors of the Issuer certified the Issuer achievement relative to the applicable performance objectives and approved the vesting of the PSUs with respect to these shares effective March 1, 2025.

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March 01, 2025 Filed Mar 5, 2025 01:47 UTC
McNeal Gwyn GoodsonEVP/Chief Legal Officer
Tax withholdingCommon Stock 303 $152.56 $46,225.68
Disclosure

SEC source: 0001628280-25-010199 · wk-form4_1741139221.xml · nonDerivative · entry 5

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

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 37,056

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

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March 01, 2025 Filed Mar 5, 2025 01:47 UTC
McNeal Gwyn GoodsonEVP/Chief Legal Officer
Tax withholdingCommon Stock 236 $152.56 $36,004.16
Disclosure

SEC source: 0001628280-25-010199 · wk-form4_1741139221.xml · nonDerivative · entry 4

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

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 37,359

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

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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.