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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, 2025 Filed Mar 5, 2025 01:47 UTC
McNeal Gwyn GoodsonEVP/Chief Legal Officer
Tax withholdingCommon Stock 292 $152.56 $44,547.52
Disclosure

SEC source: 0001628280-25-010199 · wk-form4_1741139221.xml · nonDerivative · entry 3

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

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 37,595

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 01:47 UTC
McNeal Gwyn GoodsonEVP/Chief Legal Officer
GrantCommon Stock 3,573 $152.56 $545,096.88
Disclosure

SEC source: 0001628280-25-010199 · wk-form4_1741139221.xml · nonDerivative · entry 2

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

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 37,887

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 01:47 UTC
McNeal Gwyn GoodsonEVP/Chief Legal Officer
GrantCommon Stock 1,708 $152.56 $260,572.48
Disclosure

SEC source: 0001628280-25-010199 · wk-form4_1741139221.xml · nonDerivative · entry 1

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

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 34,314

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 01:36 UTC GrantCommon Stock 1,278 $152.56 $194,971.68
Disclosure

SEC source: 0001628280-25-010194 · wk-form4_1741138566.xml · nonDerivative · entry 1

KUNDE GRACE · CIK 0001537959 · CAO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 14,276

F1 · 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 01:31 UTC
Springer William NEVP, Chief S & P Officer
Tax withholdingCommon Stock 402 $152.56 $61,329.12
Disclosure

SEC source: 0001628280-25-010190 · wk-form4_1741138255.xml · nonDerivative · entry 5

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

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 20,158

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 01:31 UTC
Springer William NEVP, Chief S & P Officer
Tax withholdingCommon Stock 309 $152.56 $47,141.04
Disclosure

SEC source: 0001628280-25-010190 · wk-form4_1741138255.xml · nonDerivative · entry 4

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

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 20,560

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 01:31 UTC
Springer William NEVP, Chief S & P Officer
Tax withholdingCommon Stock 146 $152.56 $22,273.76
Disclosure

SEC source: 0001628280-25-010190 · wk-form4_1741138255.xml · nonDerivative · entry 3

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

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 20,869

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 01:31 UTC
Springer William NEVP, Chief S & P Officer
GrantCommon Stock 7,407 $152.56 $1,130,011.92
Disclosure

SEC source: 0001628280-25-010190 · wk-form4_1741138255.xml · nonDerivative · entry 2

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

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 21,015

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 01:31 UTC
Springer William NEVP, Chief S & P Officer
GrantCommon Stock 1,932 $152.56 $294,745.92
Disclosure

SEC source: 0001628280-25-010190 · wk-form4_1741138255.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: 13,608

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 01:17 UTC
Stubbs P ScottExecutive VP and CFO
Tax withholdingCommon Stock 402 $152.56 $61,329.12
Disclosure

SEC source: 0001628280-25-010185 · wk-form4_1741137436.xml · nonDerivative · entry 5

Stubbs P Scott · CIK 0001357194 · Executive VP and CFO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 172,525

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 01:17 UTC
Stubbs P ScottExecutive VP and CFO
Tax withholdingCommon Stock 281 $152.56 $42,869.36
Disclosure

SEC source: 0001628280-25-010185 · wk-form4_1741137436.xml · nonDerivative · entry 4

Stubbs P Scott · CIK 0001357194 · Executive VP and CFO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 172,927

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 01:17 UTC
Stubbs P ScottExecutive VP and CFO
Tax withholdingCommon Stock 237 $152.56 $36,156.72
Disclosure

SEC source: 0001628280-25-010185 · wk-form4_1741137436.xml · nonDerivative · entry 3

Stubbs P Scott · CIK 0001357194 · Executive VP and CFO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 173,208

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 01:17 UTC
Stubbs P ScottExecutive VP and CFO
GrantCommon Stock 8,062 $152.56 $1,229,938.72
Disclosure

SEC source: 0001628280-25-010185 · wk-form4_1741137436.xml · nonDerivative · entry 2

Stubbs P Scott · CIK 0001357194 · Executive VP and CFO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 173,445

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 01:17 UTC
Stubbs P ScottExecutive VP and CFO
GrantCommon Stock 3,140 $152.56 $479,038.40
Disclosure

SEC source: 0001628280-25-010185 · wk-form4_1741137436.xml · nonDerivative · entry 1

Stubbs P Scott · CIK 0001357194 · Executive VP and CFO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 165,383

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 01:06 UTC
Dickens Zachary TEVP, Chief Investment Officer
Tax withholdingCommon Stock 445 $152.56 $67,889.20
Disclosure

SEC source: 0001628280-25-010181 · wk-form4_1741136770.xml · nonDerivative · entry 5

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

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 26,831

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 01:06 UTC
Dickens Zachary TEVP, Chief Investment Officer
Tax withholdingCommon Stock 352 $152.56 $53,701.12
Disclosure

SEC source: 0001628280-25-010181 · wk-form4_1741136770.xml · nonDerivative · entry 4

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

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 27,276

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 01:06 UTC
Dickens Zachary TEVP, Chief Investment Officer
Tax withholdingCommon Stock 173 $152.56 $26,392.88
Disclosure

SEC source: 0001628280-25-010181 · wk-form4_1741136770.xml · nonDerivative · entry 3

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

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 27,628

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 01:06 UTC
Dickens Zachary TEVP, Chief Investment Officer
GrantCommon Stock 6,948 $152.56 $1,059,986.88
Disclosure

SEC source: 0001628280-25-010181 · wk-form4_1741136770.xml · nonDerivative · entry 2

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

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 27,801

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 01:06 UTC
Dickens Zachary TEVP, Chief Investment Officer
GrantCommon Stock 1,718 $152.56 $262,098.08
Disclosure

SEC source: 0001628280-25-010181 · wk-form4_1741136770.xml · nonDerivative · entry 1

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

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 20,853

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
February 28, 2025 Filed Mar 5, 2025 01:31 UTC
Springer William NEVP, Chief S & P Officer
SaleCommon Stock 1,220 $152.66 $186,245.20
Disclosure

SEC source: 0001628280-25-010190 · wk-form4_1741138255.xml · nonDerivative · entry 6

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

10b5-1 filing: No plan indicated

Ownership: Indirect · By 401(k)Plan

Disclosed balance after: 0

F4 · ownership.nature: The information in this report is based on plan information as of February 28, 2025.

Read SEC document
February 28, 2025 Filed Mar 5, 2025 01:06 UTC
Dickens Zachary TEVP, Chief Investment Officer
SaleCommon Stock 80 $152.66 $12,212.80
Disclosure

SEC source: 0001628280-25-010181 · wk-form4_1741136770.xml · nonDerivative · entry 6

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

10b5-1 filing: No plan indicated

Ownership: Indirect · By Roth IRA

Disclosed balance after: 0

F4 · ownership.nature: The information in this report is based on plan information as of February 28, 2025.

Read SEC document
February 18, 2025 Filed Feb 20, 2025 02:48 UTC
Margolis Joseph DDirector · Chief Executive Officer
Tax withholdingCommon Stock 1,206 $154.92 $186,833.52
Disclosure

SEC source: 0001628280-25-006533 · wk-form4_1740019687.xml · nonDerivative · entry 1

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

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 60,659

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
February 18, 2025 Filed Feb 20, 2025 02:57 UTC
Stubbs P ScottExecutive VP and CFO
Tax withholdingCommon Stock 312 $154.92 $48,335.04
Disclosure

SEC source: 0001628280-25-006543 · wk-form4_1740020227.xml · nonDerivative · entry 1

Stubbs P Scott · CIK 0001357194 · Executive VP and CFO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 162,243

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
February 18, 2025 Filed Feb 20, 2025 02:55 UTC
Springer William NEVP, Chief S & P Officer
Tax withholdingCommon Stock 63 $154.92 $9,759.96
Disclosure

SEC source: 0001628280-25-006541 · wk-form4_1740020119.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: 11,676

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
February 18, 2025 Filed Feb 20, 2025 02:54 UTC
Dickens Zachary TEVP, Chief Investment Officer
Tax withholdingCommon Stock 91 $154.92 $14,097.72
Disclosure

SEC source: 0001628280-25-006539 · wk-form4_1740020082.xml · nonDerivative · entry 1

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

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 19,135

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
February 18, 2025 Filed Feb 20, 2025 02:54 UTC
McNeal Gwyn GoodsonEVP/Chief Legal Officer
Tax withholdingCommon Stock 249 $154.92 $38,575.08
Disclosure

SEC source: 0001628280-25-006537 · wk-form4_1740020034.xml · nonDerivative · entry 1

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

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 32,606

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
February 18, 2025 Filed Feb 20, 2025 02:52 UTC Tax withholdingCommon Stock 102 $154.92 $15,801.84
Disclosure

SEC source: 0001628280-25-006535 · wk-form4_1740019952.xml · nonDerivative · entry 1

Herrington Matthew T · CIK 0001814592 · EVP & COO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 10,495

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
February 18, 2025 Filed Feb 20, 2025 02:46 UTC
Sondhi SamratExecutive VP and CDO
Tax withholdingCommon Stock 286 $154.92 $44,307.12
Disclosure

SEC source: 0001628280-25-006532 · wk-form4_1740019587.xml · nonDerivative · entry 1

Sondhi Samrat · CIK 0001596298 · Executive VP and CDO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 93,840

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, 2025 Filed Jan 7, 2025 00:35 UTC
Margolis Joseph DDirector · Chief Executive Officer
SaleCommon Stock 7,500 $148.01 $1,110,075.00
Disclosure

SEC source: 0001628280-25-000690 · wk-form4_1736210110.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: 16,690

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
January 02, 2025 Filed Jan 7, 2025 00:33 UTC Tax withholdingCommon Stock 265 $149.60 $39,644.00
Disclosure

SEC source: 0001628280-25-000687 · wk-form4_1736210032.xml · nonDerivative · entry 1

KUNDE GRACE · CIK 0001537959 · CAO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 12,998

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 12, 2024 Filed Dec 16, 2024 17:10 UTC
Kirk SpencerDirector
GiftCommon Stock 6,775 $0.00 $0.00
Disclosure

SEC source: 0001628280-24-051525 · wk-form4_1734387039.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: 637,591

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 15, 2024 Filed Nov 19, 2024 22:30 UTC SaleCommon Stock 3,081 $164.56 $507,009.36
Disclosure

SEC source: 0001628280-24-048539 · wk-form4_1732055418.xml · nonDerivative · entry 1

Olmstead Diane · CIK 0001596300 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 5,877

F1 · balance_after: The reporting person contributed shares of Extra Space common stock to an exchange fund in exchange for shares of the exchange fund. The estimated value of the common stock is $164.56, which reflects the closing common stock price on November 15, 2024.

Read SEC document
November 12, 2024 Filed Nov 13, 2024 23:08 UTC
Springer William NEVP, Chief S & P Officer
GiftCommon Stock 180 $0.00 $0.00
Disclosure

SEC source: 0001628280-24-047703 · wk-form4_1731539288.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: 11,739

Read SEC document
October 01, 2024 Filed Oct 3, 2024 22:31 UTC
Margolis Joseph DDirector · Chief Executive Officer
SaleCommon Stock 7,500 $178.52 $1,338,900.00
Disclosure

SEC source: 0001628280-24-042227 · wk-form4_1727994662.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: 24,190

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
September 13, 2024 Filed Sep 16, 2024 17:44 UTC Exercise / conversionStock Options · Derivative 5,065 $177.23 Strike: $85.99 $897,669.95
Disclosure

SEC source: 0001628280-24-040550 · wk-form4_1726523051.xml · derivative · entry 6

Woolley Kenneth M. · CIK 0001299642 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 5,065 shares

Expires 2026-02-22

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

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 2/22/2016.

Read SEC document
September 13, 2024 Filed Sep 16, 2024 17:44 UTC Exercise / conversionStock Options · Derivative 1,582 $177.23 Strike: $65.36 $280,377.86
Disclosure

SEC source: 0001628280-24-040550 · wk-form4_1726523051.xml · derivative · entry 5

Woolley Kenneth M. · CIK 0001299642 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 5,065

Underlying: Common Stock · 1,582 shares

Expires 2025-02-24

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

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 2/24/2015.

Read SEC document
September 13, 2024 Filed Sep 16, 2024 17:44 UTC SaleCommon Stock 5,065 $177.23 $897,669.95
Disclosure

SEC source: 0001628280-24-040550 · wk-form4_1726523051.xml · nonDerivative · entry 4

Woolley Kenneth M. · CIK 0001299642 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 404,306

Read SEC document
September 13, 2024 Filed Sep 16, 2024 17:44 UTC Exercise / conversionCommon Stock 5,065 $85.99 $435,539.35
Disclosure

SEC source: 0001628280-24-040550 · wk-form4_1726523051.xml · nonDerivative · entry 3

Woolley Kenneth M. · CIK 0001299642 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 409,371

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
September 13, 2024 Filed Sep 16, 2024 17:44 UTC SaleCommon Stock 1,582 $177.23 $280,377.86
Disclosure

SEC source: 0001628280-24-040550 · wk-form4_1726523051.xml · nonDerivative · entry 2

Woolley Kenneth M. · CIK 0001299642 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 404,306

Read SEC document
September 13, 2024 Filed Sep 16, 2024 17:44 UTC Exercise / conversionCommon Stock 1,582 $65.36 $103,399.52
Disclosure

SEC source: 0001628280-24-040550 · wk-form4_1726523051.xml · nonDerivative · entry 1

Woolley Kenneth M. · CIK 0001299642 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 405,888

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
September 12, 2024 Filed Sep 13, 2024 20:31 UTC
Stubbs P ScottExecutive VP and CFO
GiftCommon Stock 2,250 $0.00 $0.00
Disclosure

SEC source: 0001628280-24-040351 · wk-form4_1726259466.xml · nonDerivative · entry 1

Stubbs P Scott · CIK 0001357194 · Executive VP and CFO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 162,555

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August 28, 2024 Filed Aug 29, 2024 21:43 UTC
Springer William NEVP, Chief S & P Officer
SaleCommon Stock 2,000 $175.33 $350,660.00
Disclosure

SEC source: 0001628280-24-038878 · wk-form4_1724967816.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: 11,919

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August 23, 2024 Filed Aug 26, 2024 21:01 UTC
McNeal Gwyn GoodsonEVP/Chief Legal Officer
SaleCommon Stock 2,823 $177.01 $499,699.23
Disclosure

SEC source: 0001628280-24-038448 · wk-form4_1724706085.xml · nonDerivative · entry 1

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

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 32,855

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July 01, 2024 Filed Jul 3, 2024 21:54 UTC
Margolis Joseph DDirector · Chief Executive Officer
SaleCommon Stock 7,500 $152.58 $1,144,350.00
Disclosure

SEC source: 0001628280-24-031194 · wk-form4_1720043669.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: 31,690

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.

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July 01, 2024 Filed Jul 3, 2024 22:00 UTC
Dickens Zachary TEVP, Chief Investment Officer
Tax withholdingCommon Stock 166 $151.92 $25,218.72
Disclosure

SEC source: 0001628280-24-031200 · wk-form4_1720044032.xml · nonDerivative · entry 1

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

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 19,226

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.

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July 01, 2024 Filed Jul 3, 2024 21:58 UTC
Springer William NEVP, Chief S & P Officer
Tax withholdingCommon Stock 139 $151.92 $21,116.88
Disclosure

SEC source: 0001628280-24-031197 · wk-form4_1720043903.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: 13,919

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.

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June 07, 2024 Filed Jun 11, 2024 16:33 UTC SaleCommon Stock 677 $148.22 $100,344.94
Disclosure

SEC source: 0001628280-24-027688 · wk-form4_1718138010.xml · nonDerivative · entry 1

Bonner Joseph J · CIK 0001777664 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 5,229

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June 03, 2024 Filed Jun 4, 2024 20:36 UTC Tax withholdingCommon Stock 71 $144.77 $10,278.67
Disclosure

SEC source: 0001628280-24-026594 · wk-form4_1717533411.xml · nonDerivative · entry 1

Herrington Matthew T · CIK 0001814592 · EVP & COO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 10,597

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.

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May 23, 2024 Filed May 28, 2024 21:21 UTC GrantCommon Stock 1,402 $142.63 $199,967.26
Disclosure

SEC source: 0001628280-24-025463 · wk-form4_1716931281.xml · nonDerivative · entry 1

CRITTENDEN GARY L · CIK 0001012683 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 5,732

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

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May 23, 2024 Filed May 28, 2024 17:16 UTC GrantCommon Stock 1,402 $142.63 $199,967.26
Disclosure

SEC source: 0001628280-24-025456 · wk-form4_1716931004.xml · nonDerivative · entry 1

Bonner Joseph J · CIK 0001777664 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 5,906

F1 · shares: Stock awards vest over one year on the 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.