Last 12 months
Inside the activity.
0 purchase rows · 2 sale rows
Disclosed non-derivative P/S rows, by transaction month. Includes amendments and private transactions.Monthly counts
| Month | Purchases | Sales |
|---|---|---|
| Nov 2025 | 0 | 0 |
| Dec 2025 | 0 | 0 |
| Jan 2026 | 0 | 0 |
| Feb 2026 | 0 | 0 |
| Mar 2026 | 0 | 1 |
| Apr 2026 | 0 | 0 |
| May 2026 | 0 | 0 |
| Jun 2026 | 0 | 1 |
| Jul 2026 | 0 | 0 |
| Aug 2026 | 0 | 0 |
| Sep 2026 | 0 | 0 |
| Oct 2026 | 0 | 0 |
Latest available
Insider transactions
Purchases/sales include open-market and private transactions. Plan disclosure applies to the filing; individual rows may differ. “Not disclosed” is not “unplanned.”
The cutoff filters transaction history only. Company summaries and owner relationships show the latest available disclosures. Parser corrections can improve historical records.
| Transaction date | Owner / reported role | Activity / security | Shares / units | Reported price | Reported value | Details |
|---|---|---|---|---|---|---|
| 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
Herrington Matthew TEVP & COO
|
Tax withholdingCommon Stock | 157 | $162.93 | $25,580.01 |
DisclosureSEC 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 |
Herrington Matthew TEVP & COO
|
Tax withholdingCommon Stock | 141 | $162.93 | $22,973.13 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
Herrington Matthew TEVP & COO
|
SaleCommon Stock | 650 | $165.75 | $107,737.50 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
Herrington Matthew TEVP & COO
|
Tax withholdingCommon Stock | 156 | $163.66 | $25,530.96 |
DisclosureSEC 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 |
Herrington Matthew TEVP & COO
|
GrantCommon Stock | 2,444 | $163.66 | $399,985.04 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
Herrington Matthew TEVP & COO
|
Tax withholdingCommon Stock | 102 | $158.84 | $16,201.68 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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. Read SEC document |
| 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 |
DisclosureSEC 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. Read SEC document |
| 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 |
DisclosureSEC 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. Read SEC document |
| February 13, 2023 Filed Feb 15, 2023 00:55 UTC |
Sondhi SamratExecutive VP and CMO
|
Tax withholdingCommon Stock | 303 | $162.17 | $49,137.51 |
DisclosureSEC 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. Read SEC document |
| 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 |
DisclosureSEC 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. Read SEC document |
| 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 |
DisclosureSEC 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. Read SEC document |
| 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 |
DisclosureSEC 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. Read SEC document |
| January 13, 2023 Filed Sep 13, 2023 00:32 UTC |
Margolis Joseph DDirector · Chief Executive Officer
|
GiftCommon Stock | 1,646 | $0.00 | $0.00 |
DisclosureSEC 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 Read SEC document |
| January 13, 2023 Filed Sep 13, 2023 00:32 UTC |
Margolis Joseph DDirector · Chief Executive Officer
|
GiftCommon Stock | 1,660 | $0.00 | $0.00 |
DisclosureSEC 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. Read SEC document |
| January 13, 2023 Filed Sep 13, 2023 00:32 UTC |
Margolis Joseph DDirector · Chief Executive Officer
|
GiftCommon Stock | 3,306 | $0.00 | $0.00 |
DisclosureSEC 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. Read SEC document |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.