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IRM

IRON MOUNTAIN INC

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Tapewire entity
517
SEC CIK
0001020569
Parsed reports
910

Last 12 months

Inside the activity.

1 purchase rows · 73 sale rows

Disclosed non-derivative P/S rows, by transaction month. Includes amendments and private transactions.
Monthly counts
MonthPurchasesSales
Nov 202514
Dec 202503
Jan 202603
Feb 202602
Mar 2026025
Apr 202602
May 202606
Jun 202606
Jul 202606
Aug 202606
Sep 202606
Oct 202604

Latest available

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
October 05, 2023 Filed Oct 10, 2023 21:08 UTC GrantPhantom Stock · Derivative 31.079 $57.78 $1,795.74
Disclosure

SEC source: 0001020569-23-000200 · wk-form4_1696972085.xml · derivative · entry 1

Matlock Robin · CIK 0001781215 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 2,793.777

Underlying: Common Stock · 31.079 shares

Expires not disclosed

F1 · derivative.exercise_price: Pursuant to the Reporting Person's election to participate in the Iron Mountain Incorporated Directors Deferred Compensation Plan (the "Plan"), the shares of phantom stock (the "Phantom Shares") will become payable in shares of Iron Mountain Incorporated common stock ("Common Stock") on various dates selected by the Reporting Person or as otherwise provided in the Plan. Each Phantom Share is the economic equivalent of one share of Common Stock.

F2 · shares: These shares give effect to dividends paid on Common Stock as if reinvested in Phantom Shares.

F3 · price: The price reported in Column 8 is a weighted average price. These shares of Iron Mountain Incorporated Common Stock were purchased in multiple transactions at prices ranging from $57.639 to $57.869, inclusive. The Reporting Person undertakes to provide Iron Mountain Incorporated (the "Company"), any security holder of the Company, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares of Common Stock purchased at each separate price within the ranges set forth in this footnote (3).

F1 · derivative.exercise_date: Pursuant to the Reporting Person's election to participate in the Iron Mountain Incorporated Directors Deferred Compensation Plan (the "Plan"), the shares of phantom stock (the "Phantom Shares") will become payable in shares of Iron Mountain Incorporated common stock ("Common Stock") on various dates selected by the Reporting Person or as otherwise provided in the Plan. Each Phantom Share is the economic equivalent of one share of Common Stock.

F1 · derivative.expiration_date: Pursuant to the Reporting Person's election to participate in the Iron Mountain Incorporated Directors Deferred Compensation Plan (the "Plan"), the shares of phantom stock (the "Phantom Shares") will become payable in shares of Iron Mountain Incorporated common stock ("Common Stock") on various dates selected by the Reporting Person or as otherwise provided in the Plan. Each Phantom Share is the economic equivalent of one share of Common Stock.

Read SEC document
October 05, 2023 Filed Oct 10, 2023 21:10 UTC GrantPhantom Stock · Derivative 25.468 $57.78 $1,471.54
Disclosure

SEC source: 0001020569-23-000201 · wk-form4_1696972248.xml · derivative · entry 1

Samuels Theodore R. II · CIK 0001688276 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 25.468

Underlying: Common Stock · 25.468 shares

Expires not disclosed

F1 · derivative.exercise_price: Pursuant to the Reporting Person's election to participate in the Iron Mountain Incorporated Directors Deferred Compensation Plan, the shares of phantom stock (the "Phantom Shares") will become payable in shares of Iron Mountain Incorporated common stock ("Common Stock") following the Reporting Person's disability or cessation of service as a director. Each Phantom Share is the economic equivalent of one share of Common Stock.

F2 · shares: These shares give effect to dividends paid on Common Stock as if reinvested in Phantom Shares.

F3 · price: The price reported in Column 8 is a weighted average price. These shares of Iron Mountain Incorporated Common Stock were purchased in multiple transactions at prices ranging from $57.639 to $57.869, inclusive. The Reporting Person undertakes to provide Iron Mountain Incorporated (the "Company"), any security holder of the Company, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares of Common Stock purchased at each separate price within the ranges set forth in this footnote (3).

F1 · derivative.exercise_date: Pursuant to the Reporting Person's election to participate in the Iron Mountain Incorporated Directors Deferred Compensation Plan, the shares of phantom stock (the "Phantom Shares") will become payable in shares of Iron Mountain Incorporated common stock ("Common Stock") following the Reporting Person's disability or cessation of service as a director. Each Phantom Share is the economic equivalent of one share of Common Stock.

F1 · derivative.expiration_date: Pursuant to the Reporting Person's election to participate in the Iron Mountain Incorporated Directors Deferred Compensation Plan, the shares of phantom stock (the "Phantom Shares") will become payable in shares of Iron Mountain Incorporated common stock ("Common Stock") following the Reporting Person's disability or cessation of service as a director. Each Phantom Share is the economic equivalent of one share of Common Stock.

Read SEC document
October 05, 2023 Filed Oct 10, 2023 21:03 UTC GrantPhantom Stock · Derivative 937.959 $57.78 $54,195.27
Disclosure

SEC source: 0001020569-23-000199 · wk-form4_1696971804.xml · derivative · entry 1

BAILEY CLARK H · CIK 0001183331 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 84,316.299

Underlying: Common Stock · 937.959 shares

Expires not disclosed

F1 · derivative.exercise_price: Pursuant to the Reporting Person's election to participate in the Iron Mountain Incorporated Directors Deferred Compensation Plan, the shares of phantom stock (the "Phantom Shares") will become payable in shares of Iron Mountain Incorporated common stock ("Common Stock") following the Reporting Person's disability or cessation of service as a director. Each Phantom Share is the economic equivalent of one share of Common Stock.

F2 · shares: These shares give effect to dividends paid on Common Stock as if reinvested in Phantom Shares.

F3 · price: The price reported in Column 8 is a weighted average price. These shares of Iron Mountain Incorporated Common Stock were purchased in multiple transactions at prices ranging from $57.639 to $57.869, inclusive. The Reporting Person undertakes to provide Iron Mountain Incorporated (the "Company"), any security holder of the Company, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares of Common Stock purchased at each separate price within the ranges set forth in this footnote (3).

F1 · derivative.exercise_date: Pursuant to the Reporting Person's election to participate in the Iron Mountain Incorporated Directors Deferred Compensation Plan, the shares of phantom stock (the "Phantom Shares") will become payable in shares of Iron Mountain Incorporated common stock ("Common Stock") following the Reporting Person's disability or cessation of service as a director. Each Phantom Share is the economic equivalent of one share of Common Stock.

F1 · derivative.expiration_date: Pursuant to the Reporting Person's election to participate in the Iron Mountain Incorporated Directors Deferred Compensation Plan, the shares of phantom stock (the "Phantom Shares") will become payable in shares of Iron Mountain Incorporated common stock ("Common Stock") following the Reporting Person's disability or cessation of service as a director. Each Phantom Share is the economic equivalent of one share of Common Stock.

Read SEC document
October 05, 2023 Filed Oct 10, 2023 21:00 UTC
Simons DoyleDirector
GrantPhantom Stock · Derivative 382.062 $57.78 $22,075.54
Disclosure

SEC source: 0001020569-23-000198 · wk-form4_1696971595.xml · derivative · entry 1

Simons Doyle · CIK 0001185922 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 34,344.783

Underlying: Common Stock · 382.062 shares

Expires not disclosed

F1 · derivative.exercise_price: Pursuant to the Reporting Person's election to participate in the Iron Mountain Incorporated Directors Deferred Compensation Plan, the shares of phantom stock (the "Phantom Shares") will become payable in shares of Iron Mountain Incorporated common stock ("Common Stock") following the Reporting Person's disability or cessation of service as a director. Each Phantom Share is the economic equivalent of one share of Common Stock.

F2 · shares: These shares give effect to dividends paid on Common Stock as if reinvested in Phantom Shares.

F3 · price: The price reported in Column 8 is a weighted average price. These shares of Iron Mountain Incorporated Common Stock were purchased in multiple transactions at prices ranging from $57.639 to $57.869, inclusive. The Reporting Person undertakes to provide Iron Mountain Incorporated (the "Company"), any security holder of the Company, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares of Common Stock purchased at each separate price within the ranges set forth in this footnote (3).

F1 · derivative.exercise_date: Pursuant to the Reporting Person's election to participate in the Iron Mountain Incorporated Directors Deferred Compensation Plan, the shares of phantom stock (the "Phantom Shares") will become payable in shares of Iron Mountain Incorporated common stock ("Common Stock") following the Reporting Person's disability or cessation of service as a director. Each Phantom Share is the economic equivalent of one share of Common Stock.

F1 · derivative.expiration_date: Pursuant to the Reporting Person's election to participate in the Iron Mountain Incorporated Directors Deferred Compensation Plan, the shares of phantom stock (the "Phantom Shares") will become payable in shares of Iron Mountain Incorporated common stock ("Common Stock") following the Reporting Person's disability or cessation of service as a director. Each Phantom Share is the economic equivalent of one share of Common Stock.

Read SEC document
October 04, 2023 Filed Oct 6, 2023 20:08 UTC
Meaney William LDirector · President and CEO
Exercise / conversionEmployee Stock Option (Right to Buy) · Derivative 10,507 $31.01 Strike: $31.01 $325,769.54
Disclosure

SEC source: 0001020569-23-000192 · wf-form4_169662286931372.xml · derivative · entry 5

Meaney William L · CIK 0001566391 · Director · President and CEO

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 52,535

Underlying: Common Stock · 10,507 shares

Expires 2024-02-13

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: This stock option, representing a right to purchase a total of 273,184 shares, is fully vested.

Read SEC document
October 04, 2023 Filed Oct 6, 2023 20:08 UTC
Meaney William LDirector · President and CEO
SaleCommon Stock, par value $.01 per share 10,507 $57.47 $603,837.29
Disclosure

SEC source: 0001020569-23-000192 · wf-form4_169662286931372.xml · nonDerivative · entry 2

Meaney William L · CIK 0001566391 · Director · President and CEO

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 295,650

Read SEC document
October 04, 2023 Filed Oct 6, 2023 20:08 UTC
Meaney William LDirector · President and CEO
Exercise / conversionCommon Stock, par value $.01 per share 10,507 $31.01 $325,769.54
Disclosure

SEC source: 0001020569-23-000192 · wf-form4_169662286931372.xml · nonDerivative · entry 1

Meaney William L · CIK 0001566391 · Director · President and CEO

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 306,157

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

Read SEC document
September 28, 2023 Filed Sep 29, 2023 20:40 UTC
Meaney William LDirector · President and CEO
Exercise / conversionEmployee Stock Option (Right to Buy) · Derivative 10,507 $31.01 Strike: $31.01 $325,769.54
Disclosure

SEC source: 0001020569-23-000189 · wf-form4_169602002299629.xml · derivative · entry 6

Meaney William L · CIK 0001566391 · Director · President and CEO

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 63,042

Underlying: Common Stock · 10,507 shares

Expires 2024-02-13

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: This stock option, representing a right to purchase a total of 273,184 shares, is fully vested.

Read SEC document
September 28, 2023 Filed Sep 29, 2023 20:40 UTC
Meaney William LDirector · President and CEO
SaleCommon Stock, par value $.01 per share 10,507 $59.08 $620,753.56
Disclosure

SEC source: 0001020569-23-000189 · wf-form4_169602002299629.xml · nonDerivative · entry 4

Meaney William L · CIK 0001566391 · Director · President and CEO

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 295,650

Read SEC document
September 28, 2023 Filed Sep 29, 2023 20:40 UTC
Meaney William LDirector · President and CEO
Exercise / conversionCommon Stock, par value $.01 per share 10,507 $31.01 $325,769.54
Disclosure

SEC source: 0001020569-23-000189 · wf-form4_169602002299629.xml · nonDerivative · entry 3

Meaney William L · CIK 0001566391 · Director · President and CEO

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 306,157

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

Read SEC document
September 27, 2023 Filed Sep 29, 2023 20:40 UTC
Meaney William LDirector · President and CEO
Exercise / conversionEmployee Stock Option (Right to Buy) · Derivative 10,507 $31.01 Strike: $31.01 $325,769.54
Disclosure

SEC source: 0001020569-23-000189 · wf-form4_169602002299629.xml · derivative · entry 5

Meaney William L · CIK 0001566391 · Director · President and CEO

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 73,549

Underlying: Common Stock · 10,507 shares

Expires 2024-02-13

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: This stock option, representing a right to purchase a total of 273,184 shares, is fully vested.

Read SEC document
September 27, 2023 Filed Sep 29, 2023 20:40 UTC
Meaney William LDirector · President and CEO
SaleCommon Stock, par value $.01 per share 10,507 $60.06 $631,050.42
Disclosure

SEC source: 0001020569-23-000189 · wf-form4_169602002299629.xml · nonDerivative · entry 2

Meaney William L · CIK 0001566391 · Director · President and CEO

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 295,650

Read SEC document
September 27, 2023 Filed Sep 29, 2023 20:40 UTC
Meaney William LDirector · President and CEO
Exercise / conversionCommon Stock, par value $.01 per share 10,507 $31.01 $325,769.54
Disclosure

SEC source: 0001020569-23-000189 · wf-form4_169602002299629.xml · nonDerivative · entry 1

Meaney William L · CIK 0001566391 · Director · President and CEO

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 306,157

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

Read SEC document
September 18, 2023 Filed Sep 19, 2023 20:54 UTC
Tomovcsik JohnEVP, Chief Operating Officer
Exercise / conversionEmployee Stock Option (Right to Buy) · Derivative 11,859 $35.72 Strike: $35.72 $423,603.48
Disclosure

SEC source: 0001020569-23-000183 · wf-form4_169515682651763.xml · derivative · entry 3

Tomovcsik John · CIK 0001595956 · EVP, Chief Operating Officer

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 11,859 shares

Expires 2029-02-20

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: This stock option, representing a right to purchase a total of 11,859 shares, is fully vested.

Read SEC document
September 18, 2023 Filed Sep 19, 2023 20:54 UTC
Tomovcsik JohnEVP, Chief Operating Officer
SaleCommon Stock, par value $.01 per share 41,859 $62.97 $2,635,861.23
Disclosure

SEC source: 0001020569-23-000183 · wf-form4_169515682651763.xml · nonDerivative · entry 2

Tomovcsik John · CIK 0001595956 · EVP, Chief Operating Officer

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 20,455

F1 · price: The price reported is a weighted average price. These shares of Iron Mountain Incorporated common stock ("Common Stock") were sold in multiple transactions at prices ranging from $62.58 to $63.15, inclusive. The Reporting Person undertakes to provide Iron Mountain Incorporated (the "Company"), any security holder of the Company, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares of Common Stock sold at each separate price within the ranges set forth in this footnote (1).

Read SEC document
September 18, 2023 Filed Sep 19, 2023 20:54 UTC
Tomovcsik JohnEVP, Chief Operating Officer
Exercise / conversionCommon Stock, par value $.01 per share 11,859 $35.72 $423,603.48
Disclosure

SEC source: 0001020569-23-000183 · wf-form4_169515682651763.xml · nonDerivative · entry 1

Tomovcsik John · CIK 0001595956 · EVP, Chief Operating Officer

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 62,314

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

Read SEC document
September 05, 2023 Filed Sep 7, 2023 16:11 UTC
MARSON DEBORAHEVP, General Counsel, Sec.
SaleCommon Stock, par value $.01 per share 2,000 $63.52 $127,040.00
Disclosure

SEC source: 0001020569-23-000179 · wf-form4_169411745350971.xml · nonDerivative · entry 1

MARSON DEBORAH · CIK 0001691591 · EVP, General Counsel, Sec.

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 58,026

Read SEC document
September 05, 2023 Filed Sep 7, 2023 20:12 UTC SaleCommon Stock, par value $.01 per share 4,851 $63.52 $308,135.52
Disclosure

SEC source: 0001020569-23-000180 · wf-form4_169411755641436.xml · nonDerivative · entry 1

Baker-Greene Edward · CIK 0001645452 · EVP, CHRO

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 3,365

Read SEC document
August 15, 2023 Filed Aug 16, 2023 21:45 UTC
Meaney William LDirector · President and CEO
Exercise / conversionEmployee Stock Option (Right to Buy) · Derivative 10,507 $31.01 Strike: $31.01 $325,769.54
Disclosure

SEC source: 0001020569-23-000175 · wf-form4_169222232586143.xml · derivative · entry 6

Meaney William L · CIK 0001566391 · Director · President and CEO

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 84,056

Underlying: Common Stock · 10,507 shares

Expires 2024-02-13

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: This stock option, representing a right to purchase a total of 273,184 shares, is fully vested.

Read SEC document
August 15, 2023 Filed Aug 16, 2023 21:45 UTC
Meaney William LDirector · President and CEO
SaleCommon Stock, par value $.01 per share 10,507 $59.97 $630,104.79
Disclosure

SEC source: 0001020569-23-000175 · wf-form4_169222232586143.xml · nonDerivative · entry 4

Meaney William L · CIK 0001566391 · Director · President and CEO

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 295,650

F1 · kind: This transaction was effected pursuant to a 10b5-1 trading plan which was approved and became effective as of May 20, 2022.

Read SEC document
August 15, 2023 Filed Aug 16, 2023 21:45 UTC
Meaney William LDirector · President and CEO
Exercise / conversionCommon Stock, par value $.01 per share 10,507 $31.01 $325,769.54
Disclosure

SEC source: 0001020569-23-000175 · wf-form4_169222232586143.xml · nonDerivative · entry 3

Meaney William L · CIK 0001566391 · Director · President and CEO

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 306,157

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 · kind: This transaction was effected pursuant to a 10b5-1 trading plan which was approved and became effective as of May 20, 2022.

Read SEC document
August 14, 2023 Filed Aug 16, 2023 21:45 UTC
Meaney William LDirector · President and CEO
Exercise / conversionEmployee Stock Option (Right to Buy) · Derivative 10,507 $31.01 Strike: $31.01 $325,769.54
Disclosure

SEC source: 0001020569-23-000175 · wf-form4_169222232586143.xml · derivative · entry 5

Meaney William L · CIK 0001566391 · Director · President and CEO

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 94,563

Underlying: Common Stock · 10,507 shares

Expires 2024-02-13

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: This stock option, representing a right to purchase a total of 273,184 shares, is fully vested.

Read SEC document
August 14, 2023 Filed Aug 16, 2023 21:45 UTC
Meaney William LDirector · President and CEO
SaleCommon Stock, par value $.01 per share 10,507 $60.22 $632,731.54
Disclosure

SEC source: 0001020569-23-000175 · wf-form4_169222232586143.xml · nonDerivative · entry 2

Meaney William L · CIK 0001566391 · Director · President and CEO

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 295,650

F1 · kind: This transaction was effected pursuant to a 10b5-1 trading plan which was approved and became effective as of May 20, 2022.

Read SEC document
August 14, 2023 Filed Aug 16, 2023 21:45 UTC
Meaney William LDirector · President and CEO
Exercise / conversionCommon Stock, par value $.01 per share 10,507 $31.01 $325,769.54
Disclosure

SEC source: 0001020569-23-000175 · wf-form4_169222232586143.xml · nonDerivative · entry 1

Meaney William L · CIK 0001566391 · Director · President and CEO

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 306,157

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 · kind: This transaction was effected pursuant to a 10b5-1 trading plan which was approved and became effective as of May 20, 2022.

Read SEC document
August 07, 2023 Filed Aug 8, 2023 21:05 UTC SaleCommon Stock, par value $.01 per share 12,000 $61.53 $738,408.00
Disclosure

SEC source: 0001020569-23-000173 · wf-form4_169152867654752.xml · nonDerivative · entry 1

Murdock Wendy J. · CIK 0001670711 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 25,991

F1 · price: The price reported in Column 4 is a weighted average price. These shares of Iron Mountain Incorporated common stock ("Common Stock") were sold in multiple transactions at prices ranging from $61.52 to $61.59, inclusive. The Reporting Person undertakes to provide Iron Mountain Incorporated (the "Company"), any security holder of the Company, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares of Common Stock sold at each separate price within the ranges set forth in this footnote.

Read SEC document
August 04, 2023 Filed Aug 7, 2023 16:54 UTC
MARSON DEBORAHEVP, General Counsel, Sec.
SaleCommon Stock, par value $.01 per share 2,000 $59.70 $119,400.00
Disclosure

SEC source: 0001020569-23-000171 · wf-form4_169144164177781.xml · nonDerivative · entry 1

MARSON DEBORAH · CIK 0001691591 · EVP, General Counsel, Sec.

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 60,026

Read SEC document
July 17, 2023 Filed Jul 18, 2023 21:58 UTC GrantCommon Stock, par value $.01 per share 2,264 $0.01 $22.64
Disclosure

SEC source: 0001020569-23-000161 · wf-form4_168971752031686.xml · nonDerivative · entry 1

Samuels Theodore R. II · CIK 0001688276 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 2,264

F1 · shares: Consists of shares issuable upon the settlement of restricted stock units ("RSUs") granted on July 17, 2023. The RSUs vest on the grant date.

Read SEC document
July 17, 2023 Filed Jan 15, 2025 21:57 UTC Amendment GrantPhantom Stock · Derivative 2,264 $0.00 $0.00
Disclosure

SEC source: 0001020569-25-000027 · wk-form4a_1736978214.xml · derivative · entry 1

Samuels Theodore R. II · CIK 0001688276 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 6,955.438

Underlying: Common Stock · 2,264 shares

Expires not disclosed

F1 · security: On July 18, 2023, the Reporting Person filed a Form 4 which inadvertently included incorrect stock type due to an administrative error. This amendment is being filed solely to reflect the correct stock type "Phantom Stock" instead of "Common Stock."

F2 · derivative.exercise_price: Pursuant to the Reporting Person's election to participate in the Iron Mountain Incorporated Directors Deferred Compensation Plan, the shares of phantom stock (the "Phantom Shares") will become payable in shares of Iron Mountain Incorporated common stock ("Common Stock") following the Reporting Person's disability or cessation of service as a director. Each Phantom Share is the economic equivalent of one share of Common Stock.

F2 · derivative.exercise_date: Pursuant to the Reporting Person's election to participate in the Iron Mountain Incorporated Directors Deferred Compensation Plan, the shares of phantom stock (the "Phantom Shares") will become payable in shares of Iron Mountain Incorporated common stock ("Common Stock") following the Reporting Person's disability or cessation of service as a director. Each Phantom Share is the economic equivalent of one share of Common Stock.

F2 · derivative.expiration_date: Pursuant to the Reporting Person's election to participate in the Iron Mountain Incorporated Directors Deferred Compensation Plan, the shares of phantom stock (the "Phantom Shares") will become payable in shares of Iron Mountain Incorporated common stock ("Common Stock") following the Reporting Person's disability or cessation of service as a director. Each Phantom Share is the economic equivalent of one share of Common Stock.

Read SEC document
July 14, 2023 Filed Jul 17, 2023 20:37 UTC
Meaney William LDirector · President and CEO
Exercise / conversionEmployee Stock Option (Right to Buy) · Derivative 10,507 $31.01 Strike: $31.01 $325,769.54
Disclosure

SEC source: 0001020569-23-000155 · wf-form4_168962621319362.xml · derivative · entry 6

Meaney William L · CIK 0001566391 · Director · President and CEO

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 105,070

Underlying: Common Stock · 10,507 shares

Expires 2024-02-13

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: This stock option, representing a right to purchase a total of 273,184 shares, is fully vested.

Read SEC document
July 14, 2023 Filed Jul 17, 2023 20:37 UTC
Meaney William LDirector · President and CEO
SaleCommon Stock, par value $.01 per share 10,507 $58.89 $618,757.23
Disclosure

SEC source: 0001020569-23-000155 · wf-form4_168962621319362.xml · nonDerivative · entry 4

Meaney William L · CIK 0001566391 · Director · President and CEO

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 295,650

F1 · kind: This transaction was effected pursuant to a 10b5-1 trading plan which was approved and became effective as of May 20, 2022.

Read SEC document
July 14, 2023 Filed Jul 17, 2023 20:37 UTC
Meaney William LDirector · President and CEO
Exercise / conversionCommon Stock, par value $.01 per share 10,507 $31.01 $325,769.54
Disclosure

SEC source: 0001020569-23-000155 · wf-form4_168962621319362.xml · nonDerivative · entry 3

Meaney William L · CIK 0001566391 · Director · President and CEO

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 306,157

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 · kind: This transaction was effected pursuant to a 10b5-1 trading plan which was approved and became effective as of May 20, 2022.

Read SEC document
July 14, 2023 Filed Jul 18, 2023 21:54 UTC
Simons DoyleDirector
GrantPhantom Stock · Derivative 550.395 $59.05 $32,500.82
Disclosure

SEC source: 0001020569-23-000159 · wf-form4_168971726503498.xml · derivative · entry 1

Simons Doyle · CIK 0001185922 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 33,962.721

Underlying: Common Stock · 550.395 shares

Expires not disclosed

F1 · derivative.exercise_price: Pursuant to the Reporting Person's election to participate in the Iron Mountain Incorporated Directors Deferred Compensation Plan, the shares of phantom stock (the "Phantom Shares") will become payable in shares of Iron Mountain Incorporated common stock ("Common Stock") following the Reporting Person's disability or cessation of service as a director. Each Phantom Share is the economic equivalent of one share of Common Stock.

F2 · shares: These shares give effect to the Reporting Person's quarterly cash compensation for services on the Iron Mountain Incorporated board of directors as if reinvested in Phantom Shares.

F3 · price: The price reported in Column 8 is a weighted average price. These shares of Iron Mountain Incorporated Common Stock were sold in multiple transactions at prices ranging from $59.009 to $59.079, inclusive. The Reporting Person undertakes to provide Iron Mountain Incorporated (the "Company"), any security holder of the Company, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares of Common Stock sold at each separate price within the ranges set forth in this footnote (3).

F1 · derivative.exercise_date: Pursuant to the Reporting Person's election to participate in the Iron Mountain Incorporated Directors Deferred Compensation Plan, the shares of phantom stock (the "Phantom Shares") will become payable in shares of Iron Mountain Incorporated common stock ("Common Stock") following the Reporting Person's disability or cessation of service as a director. Each Phantom Share is the economic equivalent of one share of Common Stock.

F1 · derivative.expiration_date: Pursuant to the Reporting Person's election to participate in the Iron Mountain Incorporated Directors Deferred Compensation Plan, the shares of phantom stock (the "Phantom Shares") will become payable in shares of Iron Mountain Incorporated common stock ("Common Stock") following the Reporting Person's disability or cessation of service as a director. Each Phantom Share is the economic equivalent of one share of Common Stock.

Read SEC document
July 13, 2023 Filed Jul 17, 2023 20:37 UTC
Meaney William LDirector · President and CEO
Exercise / conversionEmployee Stock Option (Right to Buy) · Derivative 10,507 $31.01 Strike: $31.01 $325,769.54
Disclosure

SEC source: 0001020569-23-000155 · wf-form4_168962621319362.xml · derivative · entry 5

Meaney William L · CIK 0001566391 · Director · President and CEO

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 115,577

Underlying: Common Stock · 10,507 shares

Expires 2024-02-13

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: This stock option, representing a right to purchase a total of 273,184 shares, is fully vested.

Read SEC document
July 13, 2023 Filed Jul 17, 2023 20:37 UTC
Meaney William LDirector · President and CEO
SaleCommon Stock, par value $.01 per share 10,507 $59.45 $624,641.15
Disclosure

SEC source: 0001020569-23-000155 · wf-form4_168962621319362.xml · nonDerivative · entry 2

Meaney William L · CIK 0001566391 · Director · President and CEO

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 295,650

F1 · kind: This transaction was effected pursuant to a 10b5-1 trading plan which was approved and became effective as of May 20, 2022.

Read SEC document
July 13, 2023 Filed Jul 17, 2023 20:37 UTC
Meaney William LDirector · President and CEO
Exercise / conversionCommon Stock, par value $.01 per share 10,507 $31.01 $325,769.54
Disclosure

SEC source: 0001020569-23-000155 · wf-form4_168962621319362.xml · nonDerivative · entry 1

Meaney William L · CIK 0001566391 · Director · President and CEO

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 306,157

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 · kind: This transaction was effected pursuant to a 10b5-1 trading plan which was approved and became effective as of May 20, 2022.

Read SEC document
July 12, 2023 Filed Jul 13, 2023 16:58 UTC
MARSON DEBORAHEVP, General Counsel, Sec.
Exercise / conversionEmployee Stock Option (Right to Buy) · Derivative 2,381 $24.80 Strike: $24.80 $59,058.32
Disclosure

SEC source: 0001020569-23-000151 · wf-form4_168928191484090.xml · derivative · entry 3

MARSON DEBORAH · CIK 0001691591 · EVP, General Counsel, Sec.

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 2,381 shares

Expires 2024-02-13

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: This stock option, representing a right to purchase a total of 4,381 shares, is fully vested.

Read SEC document
July 12, 2023 Filed Jul 13, 2023 16:58 UTC
MARSON DEBORAHEVP, General Counsel, Sec.
SaleCommon Stock, par value $.01 per share 2,381 $59.21 $140,979.01
Disclosure

SEC source: 0001020569-23-000151 · wf-form4_168928191484090.xml · nonDerivative · entry 2

MARSON DEBORAH · CIK 0001691591 · EVP, General Counsel, Sec.

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 62,026

F1 · kind: This transaction was effected pursuant to a 10b5-1 trading plan which was approved and became effective as of March 15, 2023.

Read SEC document
July 12, 2023 Filed Jul 13, 2023 16:58 UTC
MARSON DEBORAHEVP, General Counsel, Sec.
Exercise / conversionCommon Stock, par value $.01 per share 2,381 $24.80 $59,058.32
Disclosure

SEC source: 0001020569-23-000151 · wf-form4_168928191484090.xml · nonDerivative · entry 1

MARSON DEBORAH · CIK 0001691591 · EVP, General Counsel, Sec.

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 64,407

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 · kind: This transaction was effected pursuant to a 10b5-1 trading plan which was approved and became effective as of March 15, 2023.

Read SEC document
July 06, 2023 Filed Jul 10, 2023 22:35 UTC GrantPhantom Stock · Derivative 886.276 $57.57 $51,022.91
Disclosure

SEC source: 0001020569-23-000149 · wf-form4_168902852586546.xml · derivative · entry 1

BAILEY CLARK H · CIK 0001183331 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 83,378.34

Underlying: Common Stock · 886.276 shares

Expires not disclosed

F1 · derivative.exercise_price: Pursuant to the Reporting Person's election to participate in the Iron Mountain Incorporated Directors Deferred Compensation Plan, the shares of phantom stock (the "Phantom Shares") will become payable in shares of Iron Mountain Incorporated common stock ("Common Stock") following the Reporting Person's disability or cessation of service as a director. Each Phantom Share is the economic equivalent of one share of Common Stock.

F2 · shares: These shares give effect to dividends paid on Common Stock as if reinvested in Phantom Shares.

F3 · price: The price reported in Column 8 is a weighted average price. These shares of Iron Mountain Incorporated Common Stock were purchased in multiple transactions at prices ranging from $57.50 to $57.60, inclusive. The Reporting Person undertakes to provide Iron Mountain Incorporated (the "Company"), any security holder of the Company, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares of Common Stock purchased at each separate price within the ranges set forth in this footnote (3).

F1 · derivative.exercise_date: Pursuant to the Reporting Person's election to participate in the Iron Mountain Incorporated Directors Deferred Compensation Plan, the shares of phantom stock (the "Phantom Shares") will become payable in shares of Iron Mountain Incorporated common stock ("Common Stock") following the Reporting Person's disability or cessation of service as a director. Each Phantom Share is the economic equivalent of one share of Common Stock.

F1 · derivative.expiration_date: Pursuant to the Reporting Person's election to participate in the Iron Mountain Incorporated Directors Deferred Compensation Plan, the shares of phantom stock (the "Phantom Shares") will become payable in shares of Iron Mountain Incorporated common stock ("Common Stock") following the Reporting Person's disability or cessation of service as a director. Each Phantom Share is the economic equivalent of one share of Common Stock.

Read SEC document
July 06, 2023 Filed Jul 10, 2023 22:34 UTC
Simons DoyleDirector
GrantPhantom Stock · Derivative 355.159 $57.57 $20,446.50
Disclosure

SEC source: 0001020569-23-000148 · wf-form4_168902846166526.xml · derivative · entry 1

Simons Doyle · CIK 0001185922 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 33,412.326

Underlying: Common Stock · 355.159 shares

Expires not disclosed

F1 · derivative.exercise_price: Pursuant to the Reporting Person's election to participate in the Iron Mountain Incorporated Directors Deferred Compensation Plan, the shares of phantom stock (the "Phantom Shares") will become payable in shares of Iron Mountain Incorporated common stock ("Common Stock") following the Reporting Person's disability or cessation of service as a director. Each Phantom Share is the economic equivalent of one share of Common Stock.

F2 · shares: These shares give effect to dividends paid on Common Stock as if reinvested in Phantom Shares.

F3 · price: The price reported in Column 8 is a weighted average price. These shares of Iron Mountain Incorporated Common Stock were purchased in multiple transactions at prices ranging from $57.50 to $57.60, inclusive. The Reporting Person undertakes to provide Iron Mountain Incorporated (the "Company"), any security holder of the Company, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares of Common Stock purchased at each separate price within the ranges set forth in this footnote (3).

F1 · derivative.exercise_date: Pursuant to the Reporting Person's election to participate in the Iron Mountain Incorporated Directors Deferred Compensation Plan, the shares of phantom stock (the "Phantom Shares") will become payable in shares of Iron Mountain Incorporated common stock ("Common Stock") following the Reporting Person's disability or cessation of service as a director. Each Phantom Share is the economic equivalent of one share of Common Stock.

F1 · derivative.expiration_date: Pursuant to the Reporting Person's election to participate in the Iron Mountain Incorporated Directors Deferred Compensation Plan, the shares of phantom stock (the "Phantom Shares") will become payable in shares of Iron Mountain Incorporated common stock ("Common Stock") following the Reporting Person's disability or cessation of service as a director. Each Phantom Share is the economic equivalent of one share of Common Stock.

Read SEC document
July 06, 2023 Filed Jul 10, 2023 22:33 UTC GrantPhantom Stock · Derivative 29.367 $57.57 $1,690.66
Disclosure

SEC source: 0001020569-23-000147 · wf-form4_168902842637956.xml · derivative · entry 1

Matlock Robin · CIK 0001781215 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 2,762.698

Underlying: Common Stock · 29.367 shares

Expires not disclosed

F1 · derivative.exercise_price: Pursuant to the Reporting Person's election to participate in the Iron Mountain Incorporated Directors Deferred Compensation Plan (the "Plan"), the shares of phantom stock (the "Phantom Shares") will become payable in shares of Iron Mountain Incorporated common stock ("Common Stock") on various dates selected by the Reporting Person or as otherwise provided in the Plan. Each Phantom Share is the economic equivalent of one share of Common Stock.

F2 · shares: These shares give effect to dividends paid on Common Stock as if reinvested in Phantom Shares.

F3 · price: The price reported in Column 8 is a weighted average price. These shares of Iron Mountain Incorporated Common Stock were purchased in multiple transactions at prices ranging from $57.50 to $57.60, inclusive. The Reporting Person undertakes to provide Iron Mountain Incorporated (the "Company"), any security holder of the Company, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares of Common Stock purchased at each separate price within the ranges set forth in this footnote (3).

F1 · derivative.exercise_date: Pursuant to the Reporting Person's election to participate in the Iron Mountain Incorporated Directors Deferred Compensation Plan (the "Plan"), the shares of phantom stock (the "Phantom Shares") will become payable in shares of Iron Mountain Incorporated common stock ("Common Stock") on various dates selected by the Reporting Person or as otherwise provided in the Plan. Each Phantom Share is the economic equivalent of one share of Common Stock.

F1 · derivative.expiration_date: Pursuant to the Reporting Person's election to participate in the Iron Mountain Incorporated Directors Deferred Compensation Plan (the "Plan"), the shares of phantom stock (the "Phantom Shares") will become payable in shares of Iron Mountain Incorporated common stock ("Common Stock") on various dates selected by the Reporting Person or as otherwise provided in the Plan. Each Phantom Share is the economic equivalent of one share of Common Stock.

Read SEC document
June 15, 2023 Filed Jun 20, 2023 16:15 UTC
MARSON DEBORAHEVP, General Counsel, Sec.
Exercise / conversionEmployee Stock Option (Right to Buy) · Derivative 2,000 $24.80 Strike: $24.80 $49,600.00
Disclosure

SEC source: 0001020569-23-000143 · wf-form4_168729213430441.xml · derivative · entry 3

MARSON DEBORAH · CIK 0001691591 · EVP, General Counsel, Sec.

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 2,381

Underlying: Common Stock · 2,000 shares

Expires 2024-02-13

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: This stock option, representing a right to purchase a total of 4,381 shares, is fully vested.

Read SEC document
June 15, 2023 Filed Jun 20, 2023 16:15 UTC
MARSON DEBORAHEVP, General Counsel, Sec.
SaleCommon Stock, par value $.01 per share 2,000 $56.23 $112,460.00
Disclosure

SEC source: 0001020569-23-000143 · wf-form4_168729213430441.xml · nonDerivative · entry 2

MARSON DEBORAH · CIK 0001691591 · EVP, General Counsel, Sec.

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 62,026

F1 · kind: This transaction was effected pursuant to a 10b5-1 trading plan which was approved and became effective as of March 15, 2023.

Read SEC document
June 15, 2023 Filed Jun 20, 2023 16:15 UTC
MARSON DEBORAHEVP, General Counsel, Sec.
Exercise / conversionCommon Stock, par value $.01 per share 2,000 $24.80 $49,600.00
Disclosure

SEC source: 0001020569-23-000143 · wf-form4_168729213430441.xml · nonDerivative · entry 1

MARSON DEBORAH · CIK 0001691591 · EVP, General Counsel, Sec.

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 64,026

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 · kind: This transaction was effected pursuant to a 10b5-1 trading plan which was approved and became effective as of March 15, 2023.

Read SEC document
June 15, 2023 Filed Jun 20, 2023 20:13 UTC
Hytinen BarryEVP and CFO
SaleCommon Stock, par value $.01 per share 18,500 $56.23 $1,040,255.00
Disclosure

SEC source: 0001020569-23-000142 · wf-form4_168729199159357.xml · nonDerivative · entry 1

Hytinen Barry · CIK 0001613777 · EVP and CFO

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 80,197

F1 · kind: This transaction was effected pursuant to a 10b5-1 trading plan which was approved and became effective as of March 14, 2023.

Read SEC document
June 07, 2023 Filed Jun 8, 2023 21:40 UTC
Tomovcsik JohnEVP, Chief Operating Officer
Exercise / conversionEmployee Stock Option (Right to Buy) · Derivative 24,965 $38.83 Strike: $38.83 $969,390.95
Disclosure

SEC source: 0001020569-23-000139 · wf-form4_168626038890940.xml · derivative · entry 5

Tomovcsik John · CIK 0001595956 · EVP, Chief Operating Officer

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 24,965 shares

Expires 2025-02-19

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.

F4 · derivative.exercise_date: This stock option, representing a right to purchase a total of 24,965 shares, is fully vested.

Read SEC document
June 07, 2023 Filed Jun 8, 2023 21:40 UTC
Tomovcsik JohnEVP, Chief Operating Officer
SaleCommon Stock, par value $.01 per share 32,907 $56.06 $1,844,766.42
Disclosure

SEC source: 0001020569-23-000139 · wf-form4_168626038890940.xml · nonDerivative · entry 4

Tomovcsik John · CIK 0001595956 · EVP, Chief Operating Officer

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 50,455

F2 · kind: This transaction was effected pursuant to a 10b5-1 trading plan which was approved and became effective as of March 3, 2023.

F3 · price: The price reported is a weighted average price. These shares of Iron Mountain Incorporated common stock ("Common Stock") were sold in multiple transactions at prices ranging from $55.50 to $56.48, inclusive. The Reporting Person undertakes to provide Iron Mountain Incorporated (the "Company"), any security holder of the Company, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares of Common Stock sold at each separate price within the ranges set forth in this footnote (3).

Read SEC document
June 07, 2023 Filed Jun 8, 2023 21:40 UTC
Tomovcsik JohnEVP, Chief Operating Officer
SaleCommon Stock, par value $.01 per share 24,965 $55.83 $1,393,795.95
Disclosure

SEC source: 0001020569-23-000139 · wf-form4_168626038890940.xml · nonDerivative · entry 3

Tomovcsik John · CIK 0001595956 · EVP, Chief Operating Officer

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 83,362

F2 · kind: This transaction was effected pursuant to a 10b5-1 trading plan which was approved and became effective as of March 3, 2023.

Read SEC document
June 07, 2023 Filed Jun 8, 2023 21:40 UTC
Tomovcsik JohnEVP, Chief Operating Officer
Exercise / conversionCommon Stock, par value $.01 per share 24,965 $38.83 $969,390.95
Disclosure

SEC source: 0001020569-23-000139 · wf-form4_168626038890940.xml · nonDerivative · entry 2

Tomovcsik John · CIK 0001595956 · EVP, Chief Operating Officer

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 108,327

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 · kind: This transaction was effected pursuant to a 10b5-1 trading plan which was approved and became effective as of March 3, 2023.

Read SEC document
June 07, 2023 Filed Jun 8, 2023 21:37 UTC
Meaney William LDirector · President and CEO
Exercise / conversionEmployee Stock Option (Right to Buy) · Derivative 10,507 $31.01 Strike: $31.01 $325,769.54
Disclosure

SEC source: 0001020569-23-000137 · wf-form4_168626023415175.xml · derivative · entry 6

Meaney William L · CIK 0001566391 · Director · President and CEO

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 126,084

Underlying: Common Stock · 10,507 shares

Expires 2024-02-13

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: This stock option, representing a right to purchase a total of 273,184 shares, is fully vested.

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.