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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
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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
April 01, 2023 Filed Apr 4, 2023 22:22 UTC
Dickens Zachary TEVP, Chief Investment Officer
Tax withholdingCommon Stock 107 $162.93 $17,433.51
Disclosure

SEC source: 0001628280-23-010752 · wf-form4_168064694681788.xml · nonDerivative · entry 1

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

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 14,882

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
April 01, 2023 Filed Apr 4, 2023 22:20 UTC
Springer William NEVP, Chief S & P Officer
Tax withholdingCommon Stock 97 $162.93 $15,804.21
Disclosure

SEC source: 0001628280-23-010750 · wf-form4_168064681758123.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: 9,003

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
April 01, 2023 Filed Apr 4, 2023 22:17 UTC Tax withholdingCommon Stock 157 $162.93 $25,580.01
Disclosure

SEC source: 0001628280-23-010748 · wf-form4_168064665273097.xml · nonDerivative · entry 2

Herrington Matthew T · CIK 0001814592 · EVP & COO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 6,107

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
April 01, 2023 Filed Apr 4, 2023 22:17 UTC Tax withholdingCommon Stock 141 $162.93 $22,973.13
Disclosure

SEC source: 0001628280-23-010748 · wf-form4_168064665273097.xml · nonDerivative · entry 1

Herrington Matthew T · CIK 0001814592 · EVP & COO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 6,264

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 15, 2023 Filed Sep 13, 2023 00:32 UTC
Margolis Joseph DDirector · Chief Executive Officer
GiftCommon Stock 31,644 $0.00 $0.00
Disclosure

SEC source: 0001628280-23-032130 · wk-form4_1694565132.xml · nonDerivative · entry 11

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: 50,760

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 15, 2023 Filed Sep 13, 2023 00:32 UTC
Margolis Joseph DDirector · Chief Executive Officer
GiftCommon Stock 31,644 $0.00 $0.00
Disclosure

SEC source: 0001628280-23-032130 · wk-form4_1694565132.xml · nonDerivative · entry 10

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

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 27,101

Read SEC document
March 08, 2023 Filed Mar 9, 2023 23:33 UTC SaleCommon Stock 650 $165.75 $107,737.50
Disclosure

SEC source: 0001628280-23-007394 · wf-form4_167840480554149.xml · nonDerivative · entry 1

Herrington Matthew T · CIK 0001814592 · EVP & COO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 6,405

Read SEC document
March 05, 2023 Filed Mar 8, 2023 01:03 UTC
Margolis Joseph DDirector · Chief Executive Officer
Tax withholdingCommon Stock 1,439 $169.11 $243,349.29
Disclosure

SEC source: 0001628280-23-006833 · wf-form4_167823741325899.xml · nonDerivative · entry 1

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 93,967

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 05, 2023 Filed Mar 8, 2023 01:09 UTC
Stubbs P ScottExecutive VP and CFO
Tax withholdingCommon Stock 330 $169.11 $55,806.30
Disclosure

SEC source: 0001628280-23-006842 · wf-form4_167823775239234.xml · nonDerivative · entry 1

Stubbs P Scott · CIK 0001357194 · Executive VP and CFO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 153,954

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 05, 2023 Filed Mar 8, 2023 01:06 UTC
Sondhi SamratExecutive VP and CMO
Tax withholdingCommon Stock 308 $169.11 $52,085.88
Disclosure

SEC source: 0001628280-23-006837 · wf-form4_167823755943672.xml · nonDerivative · entry 1

Sondhi Samrat · CIK 0001596298 · Executive VP and CMO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 85,360

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 05, 2023 Filed Mar 8, 2023 00:59 UTC
McNeal Gwyn GoodsonEVP/Chief Legal Officer
Tax withholdingCommon Stock 251 $169.11 $42,446.61
Disclosure

SEC source: 0001628280-23-006831 · wf-form4_167823717710058.xml · nonDerivative · entry 1

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 32,039

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 02, 2023 Filed Mar 4, 2023 00:14 UTC
McNeal Gwyn GoodsonEVP/Chief Legal Officer
SaleCommon Stock 1,500 $164.00 $246,000.00
Disclosure

SEC source: 0001628280-23-006413 · wf-form4_167788887988316.xml · nonDerivative · entry 3

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 32,290

Read SEC document
March 02, 2023 Filed Mar 3, 2023 23:57 UTC
Springer William NEVP, Chief S & P Officer
GiftCommon Stock 100 $164.69 $16,469.00
Disclosure

SEC source: 0001628280-23-006399 · wf-form4_167788781903024.xml · nonDerivative · entry 3

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 9,100

Read SEC document
March 01, 2023 Filed Mar 4, 2023 00:07 UTC
Margolis Joseph DDirector · Chief Executive Officer
Tax withholdingCommon Stock 1,074 $163.66 $175,770.84
Disclosure

SEC source: 0001628280-23-006409 · wf-form4_167788844312015.xml · nonDerivative · entry 2

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 95,406

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, 2023 Filed Mar 4, 2023 00:07 UTC
Margolis Joseph DDirector · Chief Executive Officer
GrantCommon Stock 11,533 $163.66 $1,887,490.78
Disclosure

SEC source: 0001628280-23-006409 · wf-form4_167788844312015.xml · nonDerivative · entry 1

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 96,480

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, 2023 Filed Mar 4, 2023 00:17 UTC
Sondhi SamratExecutive VP and CMO
Tax withholdingCommon Stock 208 $163.66 $34,041.28
Disclosure

SEC source: 0001628280-23-006415 · wf-form4_167788902682194.xml · nonDerivative · entry 2

Sondhi Samrat · CIK 0001596298 · Executive VP and CMO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 85,668

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, 2023 Filed Mar 4, 2023 00:17 UTC
Sondhi SamratExecutive VP and CMO
GrantCommon Stock 3,223 $163.66 $527,476.18
Disclosure

SEC source: 0001628280-23-006415 · wf-form4_167788902682194.xml · nonDerivative · entry 1

Sondhi Samrat · CIK 0001596298 · Executive VP and CMO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 85,876

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, 2023 Filed Mar 4, 2023 00:14 UTC
McNeal Gwyn GoodsonEVP/Chief Legal Officer
Tax withholdingCommon Stock 274 $163.66 $44,842.84
Disclosure

SEC source: 0001628280-23-006413 · wf-form4_167788887988316.xml · nonDerivative · entry 2

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 33,790

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, 2023 Filed Mar 4, 2023 00:14 UTC
McNeal Gwyn GoodsonEVP/Chief Legal Officer
GrantCommon Stock 2,108 $163.66 $344,995.28
Disclosure

SEC source: 0001628280-23-006413 · wf-form4_167788887988316.xml · nonDerivative · entry 1

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 34,064

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, 2023 Filed Mar 4, 2023 00:02 UTC Tax withholdingCommon Stock 156 $163.66 $25,530.96
Disclosure

SEC source: 0001628280-23-006406 · wf-form4_167788813735602.xml · nonDerivative · entry 2

Herrington Matthew T · CIK 0001814592 · EVP & COO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 7,055

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, 2023 Filed Mar 4, 2023 00:02 UTC GrantCommon Stock 2,444 $163.66 $399,985.04
Disclosure

SEC source: 0001628280-23-006406 · wf-form4_167788813735602.xml · nonDerivative · entry 1

Herrington Matthew T · CIK 0001814592 · EVP & COO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 7,211

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, 2023 Filed Mar 4, 2023 00:13 UTC
Stubbs P ScottExecutive VP and CFO
Tax withholdingCommon Stock 234 $163.66 $38,296.44
Disclosure

SEC source: 0001628280-23-006411 · wf-form4_167788876885927.xml · nonDerivative · entry 2

Stubbs P Scott · CIK 0001357194 · Executive VP and CFO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 154,284

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, 2023 Filed Mar 4, 2023 00:13 UTC
Stubbs P ScottExecutive VP and CFO
GrantCommon Stock 3,055 $163.66 $499,981.30
Disclosure

SEC source: 0001628280-23-006411 · wf-form4_167788876885927.xml · nonDerivative · entry 1

Stubbs P Scott · CIK 0001357194 · Executive VP and CFO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 154,518

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, 2023 Filed Mar 3, 2023 23:59 UTC
Dickens Zachary TEVP, Chief Investment Officer
Tax withholdingCommon Stock 175 $163.66 $28,640.50
Disclosure

SEC source: 0001628280-23-006403 · wf-form4_167788797087291.xml · nonDerivative · entry 2

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 14,989

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, 2023 Filed Mar 3, 2023 23:59 UTC
Dickens Zachary TEVP, Chief Investment Officer
GrantCommon Stock 3,208 $163.66 $525,021.28
Disclosure

SEC source: 0001628280-23-006403 · wf-form4_167788797087291.xml · nonDerivative · entry 1

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 15,164

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, 2023 Filed Mar 3, 2023 23:57 UTC
Springer William NEVP, Chief S & P Officer
Tax withholdingCommon Stock 147 $163.66 $24,058.02
Disclosure

SEC source: 0001628280-23-006399 · wf-form4_167788781903024.xml · nonDerivative · entry 2

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 9,200

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, 2023 Filed Mar 3, 2023 23:57 UTC
Springer William NEVP, Chief S & P Officer
GrantCommon Stock 3,361 $163.66 $550,061.26
Disclosure

SEC source: 0001628280-23-006399 · wf-form4_167788781903024.xml · nonDerivative · entry 1

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 9,347

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

Read SEC document
February 27, 2023 Filed Mar 2, 2023 00:32 UTC
Sondhi SamratExecutive VP and CMO
SaleCommon Stock 6,290 $161.88 $1,018,225.20
Disclosure

SEC source: 0001628280-23-005914 · wf-form4_167771713375557.xml · nonDerivative · entry 1

Sondhi Samrat · CIK 0001596298 · Executive VP and CMO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 82,653

F1 · shares: 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 $161.88, which reflects the closing common stock price on February 27, 2023.

F2 · balance_after: This reflects 3,297 shares which were not reported in column 5 to the reporting person's Form 4 dated February 19, 2014 due to a scrivener's error.

Read SEC document
February 16, 2023 Filed Feb 24, 2023 01:11 UTC
Margolis Joseph DDirector · Chief Executive Officer
Tax withholdingCommon Stock 1,202 $158.84 $190,925.68
Disclosure

SEC source: 0001628280-23-004928 · wf-form4_167720110005270.xml · nonDerivative · entry 1

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 84,947

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 16, 2023 Filed Feb 24, 2023 01:14 UTC Tax withholdingCommon Stock 102 $158.84 $16,201.68
Disclosure

SEC source: 0001628280-23-004930 · wf-form4_167720123542488.xml · nonDerivative · entry 1

Herrington Matthew T · CIK 0001814592 · EVP & COO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 4,767

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 16, 2023 Filed Feb 24, 2023 01:09 UTC
McNeal Gwyn GoodsonEVP/Chief Legal Officer
Tax withholdingCommon Stock 210 $158.84 $33,356.40
Disclosure

SEC source: 0001628280-23-004925 · wf-form4_167720093583302.xml · nonDerivative · entry 1

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 31,956

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 16, 2023 Filed Feb 24, 2023 01:06 UTC
Stubbs P ScottExecutive VP and CFO
Tax withholdingCommon Stock 276 $158.84 $43,839.84
Disclosure

SEC source: 0001628280-23-004923 · wf-form4_167720079350960.xml · nonDerivative · entry 1

Stubbs P Scott · CIK 0001357194 · Executive VP and CFO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 151,463

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 16, 2023 Filed Feb 24, 2023 01:02 UTC
Sondhi SamratExecutive VP and CMO
Tax withholdingCommon Stock 257 $158.84 $40,821.88
Disclosure

SEC source: 0001628280-23-004920 · wf-form4_167720053571956.xml · nonDerivative · entry 1

Sondhi Samrat · CIK 0001596298 · Executive VP and CMO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 85,646

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 16, 2023 Filed Feb 24, 2023 01:00 UTC
Springer William NEVP, Chief S & P Officer
Tax withholdingCommon Stock 55 $158.84 $8,736.20
Disclosure

SEC source: 0001628280-23-004918 · wf-form4_167720038971480.xml · nonDerivative · entry 1

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 5,986

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 16, 2023 Filed Feb 24, 2023 00:58 UTC
Dickens Zachary TEVP, Chief Investment Officer
Tax withholdingCommon Stock 81 $158.84 $12,866.04
Disclosure

SEC source: 0001628280-23-004916 · wf-form4_167720028106854.xml · nonDerivative · entry 1

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 11,956

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 15, 2023 Filed Feb 17, 2023 22:12 UTC
Margolis Joseph DDirector · Chief Executive Officer
GrantCommon Stock 25,388 $162.18 $4,117,425.84
Disclosure

SEC source: 0001628280-23-004093 · wf-form4_167667194098868.xml · nonDerivative · entry 1

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 86,149

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 Issuer common stock. The PSUs were originally granted on February 12, 2020 and were eligible to vest based on the Issuer achievement of certain performance objectives during the three-year performance period ending December 31, 2022. On February 15, 2023, 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.

Read SEC document
February 15, 2023 Filed Feb 17, 2023 22:26 UTC
Stubbs P ScottExecutive VP and CFO
GrantCommon Stock 8,092 $162.18 $1,312,360.56
Disclosure

SEC source: 0001628280-23-004103 · wf-form4_167667278797872.xml · nonDerivative · entry 1

Stubbs P Scott · CIK 0001357194 · Executive VP and CFO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 151,739

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 Issuer common stock. The PSUs were originally granted on February 12, 2020 and were eligible to vest based on the Issuer achievement of certain performance objectives during the three-year performance period ending December 31, 2022. On February 15, 2023, 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.

Read SEC document
February 15, 2023 Filed Feb 17, 2023 22:22 UTC
Springer William NEVP, Chief S & P Officer
GrantCommon Stock 1,191 $162.18 $193,156.38
Disclosure

SEC source: 0001628280-23-004101 · wf-form4_167667254710703.xml · nonDerivative · entry 1

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 6,041

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 Issuer common stock. The PSUs were originally granted on February 12, 2020 and were eligible to vest based on the Issuer achievement of certain performance objectives during the three-year performance period ending December 31, 2022. On February 15, 2023, 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.

Read SEC document
February 15, 2023 Filed Feb 17, 2023 22:15 UTC
McNeal Gwyn GoodsonEVP/Chief Legal Officer
GrantCommon Stock 4,812 $162.18 $780,410.16
Disclosure

SEC source: 0001628280-23-004097 · wf-form4_167667211549905.xml · nonDerivative · entry 1

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 32,166

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 Issuer common stock. The PSUs were originally granted on February 12, 2020 and were eligible to vest based on the Issuer achievement of certain performance objectives during the three-year performance period ending December 31, 2022. On February 15, 2023, 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.

Read SEC document
February 15, 2023 Filed Feb 17, 2023 22:19 UTC
Sondhi SamratExecutive VP and CMO
GrantCommon Stock 5,444 $162.18 $882,907.92
Disclosure

SEC source: 0001628280-23-004099 · wf-form4_167667236424303.xml · nonDerivative · entry 1

Sondhi Samrat · CIK 0001596298 · Executive VP and CMO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 85,903

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 Issuer common stock. The PSUs were originally granted on February 12, 2020 and were eligible to vest based on the Issuer achievement of certain performance objectives during the three-year performance period ending December 31, 2022. On February 15, 2023, 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.

Read SEC document
February 15, 2023 Filed Feb 17, 2023 22:08 UTC
Dickens Zachary TEVP, Chief Investment Officer
GrantCommon Stock 1,381 $162.18 $223,970.58
Disclosure

SEC source: 0001628280-23-004091 · wf-form4_167667168035478.xml · nonDerivative · entry 1

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 12,037

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 Issuer common stock. The PSUs were originally granted on February 12, 2020 and were eligible to vest based on the Issuer achievement of certain performance objectives during the three-year performance period ending December 31, 2022. On February 15, 2023, 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.

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February 13, 2023 Filed Feb 15, 2023 00:35 UTC
Margolis Joseph DDirector · Chief Executive Officer
Tax withholdingCommon Stock 1,274 $162.17 $206,604.58
Disclosure

SEC source: 0001628280-23-003574 · wf-form4_167642129344887.xml · nonDerivative · entry 1

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 60,761

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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February 13, 2023 Filed Feb 15, 2023 01:00 UTC
Springer William NEVP, Chief S & P Officer
Tax withholdingCommon Stock 52 $162.17 $8,432.84
Disclosure

SEC source: 0001628280-23-003586 · wf-form4_167642279973891.xml · nonDerivative · entry 1

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 4,850

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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February 13, 2023 Filed Feb 15, 2023 00:55 UTC
Sondhi SamratExecutive VP and CMO
Tax withholdingCommon Stock 303 $162.17 $49,137.51
Disclosure

SEC source: 0001628280-23-003582 · wf-form4_167642252328414.xml · nonDerivative · entry 1

Sondhi Samrat · CIK 0001596298 · Executive VP and CMO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 80,459

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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February 13, 2023 Filed Feb 15, 2023 00:51 UTC
McNeal Gwyn GoodsonEVP/Chief Legal Officer
Tax withholdingCommon Stock 248 $162.17 $40,218.16
Disclosure

SEC source: 0001628280-23-003580 · wf-form4_167642223292940.xml · nonDerivative · entry 1

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 27,354

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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February 13, 2023 Filed Feb 15, 2023 00:45 UTC
Dickens Zachary TEVP, Chief Investment Officer
Tax withholdingCommon Stock 79 $162.17 $12,811.43
Disclosure

SEC source: 0001628280-23-003578 · wf-form4_167642191745370.xml · nonDerivative · entry 1

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 10,656

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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February 13, 2023 Filed Feb 15, 2023 00:40 UTC
Stubbs P ScottExecutive VP and CFO
Tax withholdingCommon Stock 318 $162.17 $51,570.06
Disclosure

SEC source: 0001628280-23-003576 · wf-form4_167642162505837.xml · nonDerivative · entry 1

Stubbs P Scott · CIK 0001357194 · Executive VP and CFO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 143,647

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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January 13, 2023 Filed Sep 13, 2023 00:32 UTC
Margolis Joseph DDirector · Chief Executive Officer
GiftCommon Stock 1,646 $0.00 $0.00
Disclosure

SEC source: 0001628280-23-032130 · wk-form4_1694565132.xml · nonDerivative · entry 9

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: 29,590

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January 13, 2023 Filed Sep 13, 2023 00:32 UTC
Margolis Joseph DDirector · Chief Executive Officer
GiftCommon Stock 1,660 $0.00 $0.00
Disclosure

SEC source: 0001628280-23-032130 · wk-form4_1694565132.xml · nonDerivative · entry 8

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

10b5-1 filing: No plan indicated

Ownership: Indirect · Cove Hollow Lane I, LLC

Disclosed balance after: 86,660

F3 · ownership.nature: The reporting person controls the investment decisions with respect to shares of common stock held by Cove Hollow Lane I, LLC. The reporting person disclaims beneficial ownership in the common stock held by Cove Hollow Lane I, LLC, except to the extent of his pecuniary interest therein.

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January 13, 2023 Filed Sep 13, 2023 00:32 UTC
Margolis Joseph DDirector · Chief Executive Officer
GiftCommon Stock 3,306 $0.00 $0.00
Disclosure

SEC source: 0001628280-23-032130 · wk-form4_1694565132.xml · nonDerivative · entry 7

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: 19,116

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

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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.