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EXR

Extra Space Storage Inc.

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3142
SEC CIK
0001289490
Parsed reports
490

Last 12 months

Inside the activity.

0 purchase rows · 2 sale rows

Disclosed non-derivative P/S rows, by transaction month. Includes amendments and private transactions.
Monthly counts
MonthPurchasesSales
Nov 202500
Dec 202500
Jan 202600
Feb 202600
Mar 202601
Apr 202600
May 202600
Jun 202601
Jul 202600
Aug 202600
Sep 202600
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Insider transactions

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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
August 02, 2021 Filed Aug 3, 2021 16:27 UTC
Kirk SpencerDirector
SaleCommon Stock 172,543 $175.89 $30,348,588.27
Disclosure

SEC source: 0001179110-21-007842 · edgar.xml · nonDerivative · entry 3

Kirk Spencer · CIK 0001300028 · Director

10b5-1 filing: Not disclosed

Ownership: Indirect · Krispen Family Holdings L.C.

Disclosed balance after: 1,182,366

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
August 02, 2021 Filed Aug 4, 2021 17:00 UTC
Kirk SpencerDirector
GiftCommon Stock 244,000 $176.03 $42,951,320.00
Disclosure

SEC source: 0001179110-21-007919 · edgar.xml · nonDerivative · entry 2

Kirk Spencer · CIK 0001300028 · Director

10b5-1 filing: Not disclosed

Ownership: Indirect · The Cancer Research Charitable Trust

Disclosed balance after: 244,000

F3 · ownership.nature: The reporting person disclaims beneficial ownership in the common stock held by The Cancer Research Charitable Trust, except to the extent of his pecuniary interest therein.

Read SEC document
August 02, 2021 Filed Aug 4, 2021 17:00 UTC
Kirk SpencerDirector
GiftCommon Stock 244,000 $176.03 $42,951,320.00
Disclosure

SEC source: 0001179110-21-007919 · edgar.xml · nonDerivative · entry 1

Kirk Spencer · CIK 0001300028 · Director

10b5-1 filing: Not disclosed

Ownership: Indirect · Krispen Family Holdings L.C.

Disclosed balance after: 938,366

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
July 30, 2021 Filed Aug 3, 2021 16:27 UTC
Kirk SpencerDirector
SaleCommon Stock 7,457 $175.07 $1,305,496.99
Disclosure

SEC source: 0001179110-21-007842 · edgar.xml · nonDerivative · entry 2

Kirk Spencer · CIK 0001300028 · Director

10b5-1 filing: Not disclosed

Ownership: Indirect · Krispen Family Holdings L.C.

Disclosed balance after: 1,354,909

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
July 30, 2021 Filed Aug 3, 2021 16:27 UTC
Kirk SpencerDirector
GiftCommon Stock 72,000 $175.55 $12,639,600.00
Disclosure

SEC source: 0001179110-21-007842 · edgar.xml · nonDerivative · entry 1

Kirk Spencer · CIK 0001300028 · Director

10b5-1 filing: Not disclosed

Ownership: Indirect · Krispen Family Holdings L.C.

Disclosed balance after: 1,362,366

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
July 30, 2021 Filed Aug 3, 2021 20:26 UTC
Stubbs P ScottExecutive VP and CFO
SaleCommon Stock 4,625 $175.36 $811,040.00
Disclosure

SEC source: 0001179110-21-007841 · edgar.xml · nonDerivative · entry 1

Stubbs P Scott · CIK 0001357194 · Executive VP and CFO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 141,101

Read SEC document
July 29, 2021 Filed Aug 2, 2021 20:32 UTC
McNeal Gwyn GoodsonEVP/Chief Legal Officer
SaleCommon Stock 2,500 $174.42 $436,050.00
Disclosure

SEC source: 0001179110-21-007820 · edgar.xml · nonDerivative · entry 1

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 26,050

Read SEC document
July 29, 2021 Filed Aug 2, 2021 20:32 UTC
Sondhi SamratExecutive VP and COO
Exercise / conversionStock Options · Derivative 2,900 $65.45 Strike: $65.45 $189,805.00
Disclosure

SEC source: 0001179110-21-007819 · edgar.xml · derivative · entry 7

Sondhi Samrat · CIK 0001596298 · Executive VP and COO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 2,625

Underlying: Common Stock · 2,900 shares

Expires 2025-02-18

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 2/18/2015.

Read SEC document
July 29, 2021 Filed Aug 2, 2021 20:32 UTC
Sondhi SamratExecutive VP and COO
Exercise / conversionStock Options · Derivative 2,700 $47.50 Strike: $47.50 $128,250.00
Disclosure

SEC source: 0001179110-21-007819 · edgar.xml · derivative · entry 6

Sondhi Samrat · CIK 0001596298 · Executive VP and COO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 5,525

Underlying: Common Stock · 2,700 shares

Expires 2024-02-19

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 2/19/2014.

Read SEC document
July 29, 2021 Filed Aug 2, 2021 20:32 UTC
Sondhi SamratExecutive VP and COO
SaleCommon Stock 5,540 $174.13 $964,680.20
Disclosure

SEC source: 0001179110-21-007819 · edgar.xml · nonDerivative · entry 5

Sondhi Samrat · CIK 0001596298 · Executive VP and COO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 74,020

Read SEC document
July 29, 2021 Filed Aug 2, 2021 20:32 UTC
Sondhi SamratExecutive VP and COO
SaleCommon Stock 2,900 $173.53 $503,237.00
Disclosure

SEC source: 0001179110-21-007819 · edgar.xml · nonDerivative · entry 4

Sondhi Samrat · CIK 0001596298 · Executive VP and COO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 79,560

Read SEC document
July 29, 2021 Filed Aug 2, 2021 20:32 UTC
Sondhi SamratExecutive VP and COO
SaleCommon Stock 2,700 $173.53 $468,531.00
Disclosure

SEC source: 0001179110-21-007819 · edgar.xml · nonDerivative · entry 3

Sondhi Samrat · CIK 0001596298 · Executive VP and COO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 82,460

Read SEC document
July 29, 2021 Filed Aug 2, 2021 20:32 UTC
Sondhi SamratExecutive VP and COO
Exercise / conversionCommon Stock 2,900 $65.45 $189,805.00
Disclosure

SEC source: 0001179110-21-007819 · edgar.xml · nonDerivative · entry 2

Sondhi Samrat · CIK 0001596298 · Executive VP and COO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 85,160

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
July 29, 2021 Filed Aug 2, 2021 20:32 UTC
Sondhi SamratExecutive VP and COO
Exercise / conversionCommon Stock 2,700 $47.50 $128,250.00
Disclosure

SEC source: 0001179110-21-007819 · edgar.xml · nonDerivative · entry 1

Sondhi Samrat · CIK 0001596298 · Executive VP and COO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 82,260

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
July 01, 2021 Filed Jul 2, 2021 20:43 UTC
Margolis Joseph DChief Executive Officer
SaleCommon Stock 3,750 $164.89 $618,337.50
Disclosure

SEC source: 0001179110-21-007323 · edgar.xml · nonDerivative · entry 1

Margolis Joseph D · CIK 0001330121 · Chief Executive Officer

10b5-1 filing: Not disclosed

Ownership: Indirect · Cove Hollow Lane I, LLC

Disclosed balance after: 92,500

F1 · shares: Sale occurred pursuant to a 10b5-1 plan entered into by Mr. Margolis on March 15, 2021.

Read SEC document
July 01, 2021 Filed Jan 20, 2022 21:20 UTC
Dickens Zachary TEVP, Chief Investment Officer
Tax withholdingCommon Stock 112 $165.45 $18,530.40
Disclosure

SEC source: 0001179110-22-000526 · edgar.xml · nonDerivative · entry 6

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 8,595

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 7/01/2019.

Read SEC document
June 02, 2021 Filed Jun 3, 2021 21:40 UTC Tax withholdingCommon Stock 73 $152.71 $11,147.83
Disclosure

SEC source: 0001179110-21-006364 · edgar.xml · nonDerivative · entry 1

Herrington Matthew T · CIK 0001814592 · EVP & COO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 5,146

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 6/01/2020.

Read SEC document
May 26, 2021 Filed May 27, 2021 22:12 UTC GrantCommon Stock 883 $147.29 $130,057.07
Disclosure

SEC source: 0001179110-21-006047 · edgar.xml · nonDerivative · entry 1

CRITTENDEN GARY L · CIK 0001012683 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 2,309

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

Read SEC document
May 26, 2021 Filed May 27, 2021 18:09 UTC GrantCommon Stock 883 $147.29 $130,057.07
Disclosure

SEC source: 0001179110-21-006045 · edgar.xml · nonDerivative · entry 1

Bonner Joseph J · CIK 0001777664 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 3,439

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

Read SEC document
May 26, 2021 Filed May 27, 2021 17:53 UTC
Kirk SpencerDirector
GrantCommon Stock 883 $147.29 $130,057.07
Disclosure

SEC source: 0001179110-21-006039 · edgar.xml · nonDerivative · entry 1

Kirk Spencer · CIK 0001300028 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 97,778

F4 · shares: Stock awards vest over one year on the anniversary of the grant date.

Read SEC document
May 26, 2021 Filed May 27, 2021 17:52 UTC GrantCommon Stock 883 $147.29 $130,057.07
Disclosure

SEC source: 0001179110-21-006038 · edgar.xml · nonDerivative · entry 1

Woolley Kenneth M. · CIK 0001299642 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 410,047

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

Read SEC document
May 26, 2021 Filed May 27, 2021 22:10 UTC GrantCommon Stock 883 $147.29 $130,057.07
Disclosure

SEC source: 0001179110-21-006046 · edgar.xml · nonDerivative · entry 1

Vander Ploeg Julia · CIK 0001831418 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 1,392

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

Read SEC document
May 26, 2021 Filed May 27, 2021 22:04 UTC GrantCommon Stock 883 $147.29 $130,057.07
Disclosure

SEC source: 0001179110-21-006044 · edgar.xml · nonDerivative · entry 1

LETHAM DENNIS J · CIK 0001217119 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 9,126

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

Read SEC document
May 26, 2021 Filed May 27, 2021 22:00 UTC GrantCommon Stock 883 $147.29 $130,057.07
Disclosure

SEC source: 0001179110-21-006042 · edgar.xml · nonDerivative · entry 1

PORTER ROGER B · CIK 0001184841 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 129,865

F2 · shares: Stock awards vest over one year on the anniversary of the grant date.

Read SEC document
May 26, 2021 Filed May 27, 2021 22:02 UTC GrantCommon Stock 883 $147.29 $130,057.07
Disclosure

SEC source: 0001179110-21-006043 · edgar.xml · nonDerivative · entry 1

Olmstead Diane · CIK 0001596300 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 8,535

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

Read SEC document
May 24, 2021 Filed Feb 1, 2022 22:19 UTC
Margolis Joseph DChief Executive Officer
GiftCommon Stock 13,660 $146.60 $2,002,556.00
Disclosure

SEC source: 0001179110-22-000677 · edgar.xml · nonDerivative · entry 6

Margolis Joseph D · CIK 0001330121 · Chief Executive Officer

10b5-1 filing: Not disclosed

Ownership: Indirect · J Margolis & K Margolis TTEE

Disclosed balance after: 25,144

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

Read SEC document
May 24, 2021 Filed Feb 1, 2022 22:19 UTC
Margolis Joseph DChief Executive Officer
GiftCommon Stock 13,660 $146.60 $2,002,556.00
Disclosure

SEC source: 0001179110-22-000677 · edgar.xml · nonDerivative · entry 5

Margolis Joseph D · CIK 0001330121 · Chief Executive Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 29,548

Read SEC document
May 14, 2021 Filed May 17, 2021 21:23 UTC
KUNDE GRACESVP Accounting and Finance
SaleCommon Stock 331 $144.84 $47,943.53
Disclosure

SEC source: 0001179110-21-005434 · edgar.xml · nonDerivative · entry 1

KUNDE GRACE · CIK 0001537959 · SVP Accounting and Finance

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 10,368

Read SEC document
May 06, 2021 Filed May 10, 2021 17:58 UTC
Kirk SpencerDirector
SaleCommon Stock 85,000 $146.00 $12,410,000.00
Disclosure

SEC source: 0001179110-21-005094 · edgar.xml · nonDerivative · entry 1

Kirk Spencer · CIK 0001300028 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 96,895

Read SEC document
May 06, 2021 Filed May 10, 2021 21:58 UTC SaleCommon Stock 860 $146.13 $125,667.50
Disclosure

SEC source: 0001179110-21-005095 · edgar.xml · nonDerivative · entry 1

Herrington Matthew T · CIK 0001814592 · EVP & COO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 5,219

Read SEC document
April 19, 2021 Filed Apr 21, 2021 20:55 UTC
Stubbs P ScottExecutive VP and CFO
GiftCommon Stock 2,900 $143.03 $414,787.00
Disclosure

SEC source: 0001179110-21-004545 · edgar.xml · nonDerivative · entry 1

Stubbs P Scott · CIK 0001357194 · Executive VP and CFO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 145,726

Read SEC document
April 05, 2021 Filed Feb 16, 2022 21:33 UTC
Springer William NEVP, Chief S & P Officer
Tax withholdingCommon Stock 303 $135.37 $41,017.11
Disclosure

SEC source: 0001179110-22-001330 · edgar.xml · nonDerivative · entry 4

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 2,213

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
April 01, 2021 Filed Apr 5, 2021 22:23 UTC
Margolis Joseph DChief Executive Officer
SaleCommon Stock 3,750 $134.24 $503,383.50
Disclosure

SEC source: 0001179110-21-004212 · edgar.xml · nonDerivative · entry 1

Margolis Joseph D · CIK 0001330121 · Chief Executive Officer

10b5-1 filing: Not disclosed

Ownership: Indirect · Cove Hollow Lane I, LLC

Disclosed balance after: 96,250

F1 · shares: Sale occurred pursuant to a 10b5-1 plan entered into by Mr. Margolis on March 15, 2021.

Read SEC document
April 01, 2021 Filed Apr 5, 2021 22:24 UTC
KUNDE GRACESVP Accounting and Finance
GrantCommon Stock 1,034 $135.45 $140,055.30
Disclosure

SEC source: 0001179110-21-004213 · edgar.xml · nonDerivative · entry 1

KUNDE GRACE · CIK 0001537959 · SVP Accounting and Finance

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 10,699

Read SEC document
April 01, 2021 Filed Jan 20, 2022 21:20 UTC
Dickens Zachary TEVP, Chief Investment Officer
Tax withholdingCommon Stock 292 $135.37 $39,528.04
Disclosure

SEC source: 0001179110-22-000526 · edgar.xml · nonDerivative · entry 5

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 8,707

F4 · 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 4/01/2017.

Read SEC document
April 01, 2021 Filed Feb 16, 2022 21:33 UTC Tax withholdingCommon Stock 638 $135.37 $86,366.06
Disclosure

SEC source: 0001179110-22-001329 · edgar.xml · nonDerivative · entry 2

Herrington Matthew T · CIK 0001814592 · EVP & COO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 4,084

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 18, 2021 Filed Feb 1, 2022 22:19 UTC
Margolis Joseph DChief Executive Officer
GiftCommon Stock 1,805 $131.11 $236,653.55
Disclosure

SEC source: 0001179110-22-000677 · edgar.xml · nonDerivative · entry 4

Margolis Joseph D · CIK 0001330121 · Chief Executive Officer

10b5-1 filing: Not disclosed

Ownership: Indirect · J Margolis & K Margolis TTEE

Disclosed balance after: 11,484

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 18, 2021 Filed Feb 1, 2022 22:19 UTC
Margolis Joseph DChief Executive Officer
GiftCommon Stock 1,805 $131.11 $236,653.55
Disclosure

SEC source: 0001179110-22-000677 · edgar.xml · nonDerivative · entry 3

Margolis Joseph D · CIK 0001330121 · Chief Executive Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 43,208

Read SEC document
March 15, 2021 Filed Mar 17, 2021 19:24 UTC
Margolis Joseph DChief Executive Officer
Exercise / conversionStock Options · Derivative 6,000 $85.99 Strike: $132.69 $515,940.00
Disclosure

SEC source: 0001179110-21-003530 · edgar.xml · derivative · entry 7

Margolis Joseph D · CIK 0001330121 · Chief Executive Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 6,000 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.

F4 · derivative.exercise_date: Stock options vest 25% annually over four years, beginning on the first anniversary of the grant date. The grant date was 02/22/2016.

Read SEC document
March 15, 2021 Filed Mar 17, 2021 19:24 UTC
Margolis Joseph DChief Executive Officer
Exercise / conversionStock Options · Derivative 50,000 $73.52 Strike: $73.52 $3,676,000.00
Disclosure

SEC source: 0001179110-21-003530 · edgar.xml · derivative · entry 6

Margolis Joseph D · CIK 0001330121 · Chief Executive Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 6,000

Underlying: Common Stock · 50,000 shares

Expires 2025-08-01

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.

F3 · derivative.exercise_date: Stock options vest 25% annually over four years, beginning on the first anniversary of the grant date. The grant date was 08/01/2015.

Read SEC document
March 15, 2021 Filed Mar 17, 2021 19:24 UTC
Margolis Joseph DChief Executive Officer
SaleCommon Stock 56,000 $132.69 $7,430,640.00
Disclosure

SEC source: 0001179110-21-003530 · edgar.xml · nonDerivative · entry 3

Margolis Joseph D · CIK 0001330121 · Chief Executive Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 52,492

Read SEC document
March 15, 2021 Filed Mar 17, 2021 19:24 UTC
Margolis Joseph DChief Executive Officer
Exercise / conversionCommon Stock 6,000 $85.99 $515,940.00
Disclosure

SEC source: 0001179110-21-003530 · edgar.xml · nonDerivative · entry 2

Margolis Joseph D · CIK 0001330121 · Chief Executive Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 108,492

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
March 15, 2021 Filed Mar 17, 2021 19:24 UTC
Margolis Joseph DChief Executive Officer
Exercise / conversionCommon Stock 50,000 $73.52 $3,676,000.00
Disclosure

SEC source: 0001179110-21-003530 · edgar.xml · nonDerivative · entry 1

Margolis Joseph D · CIK 0001330121 · Chief Executive Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 102,492

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
March 08, 2021 Filed Mar 10, 2021 20:45 UTC
Margolis Joseph DChief Executive Officer
Tax withholdingCommon Stock 1,451 $124.50 $180,649.50
Disclosure

SEC source: 0001179110-21-003212 · edgar.xml · nonDerivative · entry 1

Margolis Joseph D · CIK 0001330121 · Chief Executive Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 52,492

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 3/05/2019.

Read SEC document
March 08, 2021 Filed Mar 10, 2021 20:47 UTC
Sondhi SamratExecutive VP and CMO
Tax withholdingCommon Stock 311 $124.50 $38,719.50
Disclosure

SEC source: 0001179110-21-003215 · edgar.xml · nonDerivative · entry 1

Sondhi Samrat · CIK 0001596298 · Executive VP and CMO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 79,560

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 3/05/2019.

Read SEC document
March 08, 2021 Filed Mar 10, 2021 20:47 UTC
McNeal Gwyn GoodsonEVP/Chief Legal Officer
Tax withholdingCommon Stock 164 $124.50 $20,418.00
Disclosure

SEC source: 0001179110-21-003214 · edgar.xml · nonDerivative · entry 1

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 28,550

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 3/05/2019.

Read SEC document
March 08, 2021 Filed Mar 10, 2021 20:46 UTC
Stubbs P ScottExecutive VP and CFO
Tax withholdingCommon Stock 342 $124.50 $42,579.00
Disclosure

SEC source: 0001179110-21-003213 · edgar.xml · nonDerivative · entry 1

Stubbs P Scott · CIK 0001357194 · Executive VP and CFO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 148,626

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 3/05/2019.

Read SEC document
February 23, 2021 Filed Feb 1, 2022 22:19 UTC
Margolis Joseph DChief Executive Officer
GiftCommon Stock 7,479 $128.12 $958,209.48
Disclosure

SEC source: 0001179110-22-000677 · edgar.xml · nonDerivative · entry 2

Margolis Joseph D · CIK 0001330121 · Chief Executive Officer

10b5-1 filing: Not disclosed

Ownership: Indirect · J Margolis & K Margolis TTEE

Disclosed balance after: 9,679

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

Read SEC document
February 23, 2021 Filed Feb 1, 2022 22:19 UTC
Margolis Joseph DChief Executive Officer
GiftCommon Stock 7,479 $128.12 $958,209.48
Disclosure

SEC source: 0001179110-22-000677 · edgar.xml · nonDerivative · entry 1

Margolis Joseph D · CIK 0001330121 · Chief Executive Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 45,013

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February 18, 2021 Filed Feb 23, 2021 00:19 UTC
Margolis Joseph DChief Executive Officer
Tax withholdingCommon Stock 10,874 $117.17 $1,274,106.58
Disclosure

SEC source: 0001179110-21-002070 · edgar.xml · nonDerivative · entry 1

Margolis Joseph D · CIK 0001330121 · Chief Executive Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 53,943

F1 · shares: Represents shares withheld by the Issuer in payment of the tax liability arising in connection with the settlement of the PSUs.

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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.