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1436
SEC CIK
0001393311
Parsed reports
654

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 202600
Apr 202600
May 202600
Jun 202601
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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
June 30, 2023 Filed Jul 3, 2023 22:58 UTC GrantCommon Shares 110 $291.88 $32,106.80
Disclosure

SEC source: 0001393311-23-000069 · wk-form4_1688425108.xml · nonDerivative · entry 1

Owen Rebecca L · CIK 0001331684 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 648

F1 · shares: Grant of unrestricted shares of the Company's common stock pursuant to the Company's Non-Management Trustee Compensation and Deferral Program under the Company's 2021 Equity and Performance-Based Incentive Compensation Plan. The number of shares granted represents the quotient of the dollar amount of the portion of the cash retainers the reporting person has earned for the applicable calendar quarter and elected to be paid in shares of common stock, divided by the Company's closing stock price on the grant date, rounded up to the nearest share.

Read SEC document
June 30, 2023 Filed Jul 3, 2023 22:59 UTC
Mitra ShankhDirector
GrantCommon Shares 110 $291.88 $32,106.80
Disclosure

SEC source: 0001393311-23-000071 · wk-form4_1688425174.xml · nonDerivative · entry 1

Mitra Shankh · CIK 0001698445 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 7,769

F1 · shares: Grant of unrestricted shares of the Company's common stock pursuant to the Company's Non-Management Trustee Compensation and Deferral Program under the Company's 2021 Equity and Performance-Based Incentive Compensation Plan. The number of shares granted represents the quotient of the dollar amount of the portion of the cash retainers the reporting person has earned for the applicable calendar quarter and elected to be paid in shares of common stock, divided by the Company's closing stock price on the grant date, rounded up to the nearest share.

F2 · balance_after: Includes 432 deferred stock units.

Read SEC document
May 27, 2023 Filed May 30, 2023 15:38 UTC
Vitan Nathaniel A.Chief Legal Officer
Tax withholdingCommon Shares 124 $286.69 $35,549.56
Disclosure

SEC source: 0001393311-23-000054 · wk-form4_1685461113.xml · nonDerivative · entry 1

Vitan Nathaniel A. · CIK 0001774586 · Chief Legal Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 13,686

F1 · balance_after: Includes 10,080 restricted stock units.

Read SEC document
May 17, 2023 Filed May 17, 2023 23:50 UTC GiftCommon Shares 5,104 $0.00 $0.00
Disclosure

SEC source: 0001393311-23-000051 · wk-form4_1684367427.xml · nonDerivative · entry 1

HAVNER RONALD L JR · CIK 0001227384 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 42,115

F1 · shares: Reflects transfer of shares to Mr. Havner's trust.

F2 · balance_after: Includes 33,125 restricted stock units and 1,990 deferred stock units. Mr. Havner postponed receipt of 10,000 vested restricted stock units granted February 19, 2015 with an original vesting date of April 1, 2016 in accordance with the following schedule: 10 equal installments over 10 years starting April 1, 2021 to April 1, 2030. 7,000 remain subject to deferred receipt and are also included here.

Read SEC document
May 02, 2023 Filed May 4, 2023 17:13 UTC GrantStock Option (Right to Buy) · Derivative 5,000 $0.00 Strike: $286.81 $0.00
Disclosure

SEC source: 0001393311-23-000047 · wk-form4_1683220390.xml · derivative · entry 1

SPOGLI RONALD P · CIK 0000916867 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 5,000

Underlying: Common Shares · 5,000 shares

Expires 2033-05-02

F1 · security: Stock Option granted pursuant to the Public Storage 2021 Equity and Performance-Based Incentive Compensation Plan. Option vests in three (3) equal annual installments beginning one (1) year from the grant date.

F2 · derivative.exercise_date: This option to purchase 5,000 common shares becomes exercisable as to one-third on each of May 2, 2024, 2025, and 2026.

Read SEC document
May 02, 2023 Filed May 4, 2023 16:45 UTC GrantStock Option (Right to Buy) · Derivative 5,000 $0.00 Strike: $286.81 $0.00
Disclosure

SEC source: 0001393311-23-000041 · wk-form4_1683218698.xml · derivative · entry 1

POLADIAN AVEDICK BARUYR · CIK 0001305254 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 5,000

Underlying: Common Shares · 5,000 shares

Expires 2033-05-02

F1 · security: Stock Option granted pursuant to the Public Storage 2021 Equity and Performance-Based Incentive Compensation Plan. Option vests in three (3) equal annual installments beginning one (1) year from the grant date.

F2 · derivative.exercise_date: This option to purchase 5,000 common shares becomes exercisable as to one-third on each of May 2, 2024, 2025, and 2026.

Read SEC document
May 02, 2023 Filed May 4, 2023 17:19 UTC GrantStock Option (Right to Buy) · Derivative 5,000 $0.00 Strike: $286.81 $0.00
Disclosure

SEC source: 0001393311-23-000049 · wk-form4_1683220730.xml · derivative · entry 1

WILLIAMS PAUL S · CIK 0001236458 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 5,000

Underlying: Common Shares · 5,000 shares

Expires 2033-05-02

F1 · security: Stock Option granted pursuant to the Public Storage 2021 Equity and Performance-Based Incentive Compensation Plan. Option vests in three (3) equal annual installments beginning one (1) year from the grant date.

F2 · derivative.exercise_date: This option to purchase 5,000 common shares becomes exercisable as to one-third on each of May 2, 2024, 2025, and 2026.

Read SEC document
May 02, 2023 Filed May 4, 2023 16:12 UTC GrantStock Option (Right to Buy) · Derivative 5,000 $0.00 Strike: $286.81 $0.00
Disclosure

SEC source: 0001393311-23-000031 · wk-form4_1683216764.xml · derivative · entry 1

STONE HEISZ LESLIE · CIK 0001235408 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 5,000

Underlying: Common Shares · 5,000 shares

Expires 2033-05-02

F1 · security: Stock Option granted pursuant to the Public Storage 2021 Equity and Performance-Based Incentive Compensation Plan. Option vests in three (3) equal annual installments beginning one (1) year from the grant date.

F2 · derivative.exercise_date: This option to purchase 5,000 common shares becomes exercisable as to one-third on each of May 2, 2024, 2025, and 2026.

Read SEC document
May 02, 2023 Filed May 4, 2023 16:01 UTC GrantStock Option (Right to Buy) · Derivative 5,000 $0.00 Strike: $286.81 $0.00
Disclosure

SEC source: 0001393311-23-000027 · wk-form4_1683216053.xml · derivative · entry 1

HAVNER RONALD L JR · CIK 0001227384 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 5,000

Underlying: Common Shares · 5,000 shares

Expires 2033-05-02

F1 · security: Stock Option granted pursuant to the Public Storage 2021 Equity and Performance-Based Incentive Compensation Plan. Option vests in three (3) equal annual installments beginning one (1) year from the grant date.

F2 · derivative.exercise_date: This option to purchase 5,000 common shares becomes exercisable as to one-third on each of May 2, 2024, 2025, and 2026.

Read SEC document
May 02, 2023 Filed May 4, 2023 12:51 UTC
REYES JOHNDirector
GrantStock Option (Right to Buy) · Derivative 5,000 $0.00 Strike: $286.81 $0.00
Disclosure

SEC source: 0001393311-23-000043 · wk-form4_1683219060.xml · derivative · entry 1

REYES JOHN · CIK 0001227389 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 5,000

Underlying: Common Shares · 5,000 shares

Expires 2033-05-02

F1 · security: Stock Option granted pursuant to the Public Storage 2021 Equity and Performance-Based Incentive Compensation Plan. Option vests in three (3) equal annual installments beginning one (1) year from the grant date.

F2 · derivative.exercise_date: This option to purchase 5,000 common shares becomes exercisable as to one-third on each of May 2, 2024, 2025, and 2026.

Read SEC document
May 02, 2023 Filed May 4, 2023 16:25 UTC GrantStock Option (Right to Buy) · Derivative 5,000 $0.00 Strike: $286.81 $0.00
Disclosure

SEC source: 0001393311-23-000035 · wk-form4_1683217492.xml · derivative · entry 1

NEITHERCUT DAVID J · CIK 0001219726 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 5,000

Underlying: Common Shares · 5,000 shares

Expires 2033-05-02

F1 · security: Stock Option granted pursuant to the Public Storage 2021 Equity and Performance-Based Incentive Compensation Plan. Option vests in three (3) equal annual installments beginning one (1) year from the grant date.

F2 · derivative.exercise_date: This option to purchase 5,000 common shares becomes exercisable as to one-third on each of May 2, 2024, 2025, and 2026.

Read SEC document
May 02, 2023 Filed May 4, 2023 16:07 UTC GrantStock Option (Right to Buy) · Derivative 5,000 $0.00 Strike: $286.81 $0.00
Disclosure

SEC source: 0001393311-23-000029 · wk-form4_1683216458.xml · derivative · entry 1

GUSTAVSON TAMARA HUGHES · CIK 0001322750 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 5,000

Underlying: Common Shares · 5,000 shares

Expires 2033-05-02

F1 · security: Stock Option granted pursuant to the Public Storage 2021 Equity and Performance-Based Incentive Compensation Plan. Option vests in three (3) equal annual installments beginning one (1) year from the grant date.

F2 · derivative.exercise_date: This option to purchase 5,000 common shares becomes exercisable as to one-third on each of May 2, 2024, 2025, and 2026.

Read SEC document
May 02, 2023 Filed May 4, 2023 16:30 UTC GrantStock Option (Right to Buy) · Derivative 5,000 $0.00 Strike: $286.81 $0.00
Disclosure

SEC source: 0001393311-23-000037 · wk-form4_1683217834.xml · derivative · entry 1

Owen Rebecca L · CIK 0001331684 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 5,000

Underlying: Common Shares · 5,000 shares

Expires 2033-05-02

F1 · security: Stock Option granted pursuant to the Public Storage 2021 Equity and Performance-Based Incentive Compensation Plan. Option vests in three (3) equal annual installments beginning one (1) year from the grant date.

F2 · derivative.exercise_date: This option to purchase 5,000 common shares becomes exercisable as to one-third on each of May 2, 2024, 2025, and 2026.

Read SEC document
May 02, 2023 Filed May 4, 2023 17:08 UTC GrantStock Option (Right to Buy) · Derivative 5,000 $0.00 Strike: $286.81 $0.00
Disclosure

SEC source: 0001393311-23-000045 · wk-form4_1683220089.xml · derivative · entry 1

Shaukat Tariq M · CIK 0001545033 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 5,000

Underlying: Common Shares · 5,000 shares

Expires 2033-05-02

F1 · security: Stock Option granted pursuant to the Public Storage 2021 Equity and Performance-Based Incentive Compensation Plan. Option vests in three (3) equal annual installments beginning one (1) year from the grant date.

F2 · derivative.exercise_date: This option to purchase 5,000 common shares becomes exercisable as to one-third on each of May 2, 2024, 2025, and 2026.

Read SEC document
May 02, 2023 Filed May 4, 2023 16:39 UTC
Pipes KristyDirector
GrantStock Option (Right to Buy) · Derivative 5,000 $0.00 Strike: $286.81 $0.00
Disclosure

SEC source: 0001393311-23-000039 · wk-form4_1683218351.xml · derivative · entry 1

Pipes Kristy · CIK 0001783568 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 5,000

Underlying: Common Shares · 5,000 shares

Expires 2033-05-02

F1 · security: Stock Option granted pursuant to the Public Storage 2021 Equity and Performance-Based Incentive Compensation Plan. Option vests in three (3) equal annual installments beginning one (1) year from the grant date.

F2 · derivative.exercise_date: This option to purchase 5,000 common shares becomes exercisable as to one-third on each of May 2, 2024, 2025, and 2026.

Read SEC document
May 02, 2023 Filed May 4, 2023 16:19 UTC
Mitra ShankhDirector
GrantStock Option (Right to Buy) · Derivative 5,000 $0.00 Strike: $286.81 $0.00
Disclosure

SEC source: 0001393311-23-000033 · wk-form4_1683217189.xml · derivative · entry 1

Mitra Shankh · CIK 0001698445 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 5,000

Underlying: Common Shares · 5,000 shares

Expires 2033-05-02

F1 · security: Stock Option granted pursuant to the Public Storage 2021 Equity and Performance-Based Incentive Compensation Plan. Option vests in three (3) equal annual installments beginning one (1) year from the grant date.

F2 · derivative.exercise_date: This option to purchase 5,000 common shares becomes exercisable as to one-third on each of May 2, 2024, 2025, and 2026.

Read SEC document
April 18, 2023 Filed Apr 20, 2023 16:47 UTC Exercise / conversionStock Option (Right to Buy) · Derivative 5,163 $0.00 Strike: $159.40 $0.00
Disclosure

SEC source: 0001393311-23-000016 · wf-form4_168200922280891.xml · derivative · entry 3

SPOGLI RONALD P · CIK 0000916867 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Shares · 5,163 shares

Expires 2023-05-09

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 · security: Stock option granted pursuant to the 2007 Equity and Performance-Based Incentive Compensation Plan. Option vests in three (3) equal annual installments beginning one (1) year from grant date.

F4 · derivative.exercise_price: This option was previously reported as an option for 5,000 common shares at an exercise price of $164.62, but, pursuant to anti-dilution provisions of the Company's 2007 Equity and Performance-Based Incentive Compensation Plan, was adjusted to reflect the special dividend declared by the Company on July 22, 2022.

F4 · shares: This option was previously reported as an option for 5,000 common shares at an exercise price of $164.62, but, pursuant to anti-dilution provisions of the Company's 2007 Equity and Performance-Based Incentive Compensation Plan, was adjusted to reflect the special dividend declared by the Company on July 22, 2022.

F4 · derivative.underlying_shares: This option was previously reported as an option for 5,000 common shares at an exercise price of $164.62, but, pursuant to anti-dilution provisions of the Company's 2007 Equity and Performance-Based Incentive Compensation Plan, was adjusted to reflect the special dividend declared by the Company on July 22, 2022.

Read SEC document
April 18, 2023 Filed Apr 20, 2023 16:47 UTC Exercise / conversionCommon Shares 5,163 $159.40 $822,982.20
Disclosure

SEC source: 0001393311-23-000016 · wf-form4_168200922280891.xml · nonDerivative · entry 1

SPOGLI RONALD P · CIK 0000916867 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 11,867

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 · balance_after: Includes 1,704 deferred stock units.

Read SEC document
April 01, 2023 Filed Apr 4, 2023 22:52 UTC Tax withholdingCommon Stock 419 $302.14 $126,596.66
Disclosure

SEC source: 0001140361-23-016396 · form4.xml · nonDerivative · entry 2

HAVNER RONALD L JR · CIK 0001227384 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 47,219

F3 · balance_after: Includes 33,125 restricted stock units and 1,990 deferred stock units. Mr. Havner postponed receipt of 10,000 vested restricted stock units granted February 19, 2015 with an original vesting date of April 1, 2016 in accordance with the following schedule: 10 equal installments over 10 years starting April 1, 2021 to April 1, 2030. On April 1, 2023, Mr. Havner received the third installment of such vested restricted stock units and 7,000 remain subject to deferred receipt.

Read SEC document
March 31, 2023 Filed Apr 4, 2023 22:52 UTC GrantCommon Stock 116 $302.14 $35,048.24
Disclosure

SEC source: 0001140361-23-016391 · form4.xml · nonDerivative · entry 1

SPOGLI RONALD P · CIK 0000916867 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 6,704

F1 · shares: Grant of fully-vested deferred stock units pursuant to the Company's Non-Management Trustee Compensation and Deferral Program under the Company's 2021 Equity and Performance-Based Incentive Compensation Plan. Each deferred stock unit represents the right to receive one share of the Company's common stock. The number of deferred stock units granted represents the quotient of the dollar amount of the portion of the cash retainers the reporting person has earned for the applicable calendar quarter and elected to be paid in deferred stock units, divided by the Company's closing stock price on the grant date, rounded up to the nearest deferred stock unit. The deferred stock units will be settled in shares of unrestricted common stock (i) in a lump sum on January 1st of the calendar year following the reporting person's separation from service as a trustee or (ii) in a lump sum upon the reporting person's earlier death or disability or upon an earlier change of control of the Company.

F2 · balance_after: Includes 1,704 deferred stock units.

Read SEC document
March 31, 2023 Filed Apr 4, 2023 22:52 UTC GrantCommon Stock 62 $302.14 $18,732.68
Disclosure

SEC source: 0001140361-23-016394 · form4.xml · nonDerivative · entry 1

WILLIAMS PAUL S · CIK 0001236458 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 639

F1 · shares: Grant of fully-vested deferred stock units pursuant to the Company's Non-Management Trustee Compensation and Deferral Program under the Company's 2021 Equity and Performance-Based Incentive Compensation Plan. Each deferred stock unit represents the right to receive one share of the Company's common stock. The number of deferred stock units granted represents the quotient of the dollar amount of the portion of the cash retainers the reporting person has earned for the applicable calendar quarter and elected to be paid in deferred stock units, divided by the Company's closing stock price on the grant date, rounded up to the nearest deferred stock unit. The deferred stock units will be settled in shares of unrestricted common stock (i) in a lump sum following the reporting person's separation from service as a trustee or (ii) in a lump sum upon the reporting person's earlier death or disability or upon an earlier change of control of the Company.

F2 · balance_after: Includes 639 deferred stock units.

Read SEC document
March 31, 2023 Filed Apr 4, 2023 22:52 UTC GrantCommon Stock 100 $302.14 $30,214.00
Disclosure

SEC source: 0001140361-23-016396 · form4.xml · nonDerivative · entry 1

HAVNER RONALD L JR · CIK 0001227384 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 47,638

F1 · shares: Grant of fully-vested deferred stock units pursuant to the Company's Non-Management Trustee Compensation and Deferral Program under the Company's 2021 Equity and Performance-Based Incentive Compensation Plan. Each deferred stock unit represents the right to receive one share of the Company's common stock. The number of deferred stock units granted represents the quotient of the dollar amount of the portion of the cash retainers the reporting person has earned for the applicable calendar quarter and elected to be paid in deferred stock units, divided by the Company's closing stock price on the grant date, rounded up to the nearest deferred stock unit. The deferred stock units will be settled in shares of unrestricted common stock (i) in a lump sum upon the reporting person's separation from service as a trustee or (ii) in a lump sum upon the reporting person's earlier death or disability or upon an earlier change of control of the Company.

F2 · balance_after: Includes 33,125 restricted stock units and 1,990 deferred stock units. Mr. Havner postponed receipt of 10,000 vested restricted stock units granted February 19, 2015 with an original vesting date of April 1, 2016 in accordance with the following schedule: 10 equal installments over 10 years starting April 1, 2021 to April 1, 2030. 8,000 remain subject to deferred receipt.

Read SEC document
March 31, 2023 Filed Apr 4, 2023 18:52 UTC
REYES JOHNDirector
GrantCommon Stock 100 $302.14 $30,214.00
Disclosure

SEC source: 0001140361-23-016390 · form4.xml · nonDerivative · entry 1

REYES JOHN · CIK 0001227389 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 173,975

F1 · shares: Grant of fully-vested deferred stock units pursuant to the Company's Non-Management Trustee Compensation and Deferral Program under the Company's 2021 Equity and Performance-Based Incentive Compensation Plan. Each deferred stock unit represents the right to receive one share of the Company's common stock. The number of deferred stock units granted represents the quotient of the dollar amount of the portion of the cash retainers the reporting person has earned for the applicable calendar quarter and elected to be paid in deferred stock units, divided by the Company's closing stock price on the grant date, rounded up to the nearest deferred stock unit. The deferred stock units will be settled in shares of unrestricted common stock (i) in a lump sum upon the reporting person's separation from service as a trustee or (ii) in a lump sum upon the reporting person's earlier death or disability or upon an earlier change of control of the Company.

F2 · balance_after: Includes 17,300 restricted stock units and 1,990 deferred stock units.

Read SEC document
March 31, 2023 Filed Apr 4, 2023 22:52 UTC GrantCommon Stock 123 $302.14 $37,163.22
Disclosure

SEC source: 0001140361-23-016393 · form4.xml · nonDerivative · entry 1

NEITHERCUT DAVID J · CIK 0001219726 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 1,141

F1 · shares: Grant of fully-vested deferred stock units pursuant to the Company's Non-Management Trustee Compensation and Deferral Program under the Company's 2021 Equity and Performance-Based Incentive Compensation Plan. Each deferred stock unit represents the right to receive one share of the Company's common stock. The number of deferred stock units granted represents the quotient of the dollar amount of the portion of the cash retainers the reporting person has earned for the applicable calendar quarter and elected to be paid in deferred stock units, divided by the Company's closing stock price on the grant date, rounded up to the nearest deferred stock unit. The deferred stock units will be settled in shares of unrestricted common stock (i) in a lump sum on January 1st of the calendar year following the tenth anniversary of the grant date or (ii) in a lump sum upon the reporting person's earlier death or disability or upon an earlier change of control of the Company.

F2 · balance_after: Includes 1,141 deferred stock units.

Read SEC document
March 31, 2023 Filed Apr 4, 2023 22:52 UTC GrantCommon Stock 106 $302.14 $32,026.84
Disclosure

SEC source: 0001140361-23-016395 · form4.xml · nonDerivative · entry 1

Owen Rebecca L · CIK 0001331684 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 538

F1 · shares: Grant of unrestricted shares of the Company's common stock pursuant to the Company's Non-Management Trustee Compensation and Deferral Program under the Company's 2021 Equity and Performance-Based Incentive Compensation Plan. The number of shares granted represents the quotient of the dollar amount of the portion of the cash retainers the reporting person has earned for the applicable calendar quarter and elected to be paid in shares of common stock, divided by the Company's closing stock price on the grant date, rounded up to the nearest share.

Read SEC document
March 31, 2023 Filed Apr 4, 2023 22:52 UTC
Mitra ShankhDirector
GrantCommon Stock 106 $302.14 $32,026.84
Disclosure

SEC source: 0001140361-23-016392 · form4.xml · nonDerivative · entry 1

Mitra Shankh · CIK 0001698445 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 7,659

F1 · shares: Grant of unrestricted shares of the Company's common stock pursuant to the Company's Non-Management Trustee Compensation and Deferral Program under the Company's 2021 Equity and Performance-Based Incentive Compensation Plan. The number of shares granted represents the quotient of the dollar amount of the portion of the cash retainers the reporting person has earned for the applicable calendar quarter and elected to be paid in shares of common stock, divided by the Company's closing stock price on the grant date, rounded up to the nearest share.

F2 · balance_after: Includes 432 deferred stock units.

Read SEC document
March 13, 2023 Filed Mar 14, 2023 15:52 UTC Exercise / conversionStock Option (Right to Buy) · Derivative 5,163 $0.00 Strike: $159.40 $0.00
Disclosure

SEC source: 0001567619-23-005016 · doc1.xml · derivative · entry 3

POLADIAN AVEDICK BARUYR · CIK 0001305254 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 5,163 shares

Expires 2023-05-09

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 · security: Stock option granted pursuant to the 2007 Equity and Performance-Based Incentive Compensation Plan. Option vests in three (3) equal annual installments beginning one (1) year from grant date.

F3 · derivative.exercise_price: This option was previously reported as an option for 5,000 shares of common stock at an exercise price of $164.62, but, pursuant to anti-dilution provisions of the Company's 2007 Equity and Performance-Based Incentive Compensation Plan, was adjusted to reflect the special dividend declared by the Company on July 22, 2022.

F3 · shares: This option was previously reported as an option for 5,000 shares of common stock at an exercise price of $164.62, but, pursuant to anti-dilution provisions of the Company's 2007 Equity and Performance-Based Incentive Compensation Plan, was adjusted to reflect the special dividend declared by the Company on July 22, 2022.

F3 · derivative.underlying_shares: This option was previously reported as an option for 5,000 shares of common stock at an exercise price of $164.62, but, pursuant to anti-dilution provisions of the Company's 2007 Equity and Performance-Based Incentive Compensation Plan, was adjusted to reflect the special dividend declared by the Company on July 22, 2022.

Read SEC document
March 13, 2023 Filed Mar 14, 2023 15:52 UTC Exercise / conversionCommon Stock 5,163 $159.40 $822,982.20
Disclosure

SEC source: 0001567619-23-005016 · doc1.xml · nonDerivative · entry 1

POLADIAN AVEDICK BARUYR · CIK 0001305254 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 35,163

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, 2023 Filed Mar 10, 2023 01:16 UTC
Johnson NataliaChief Administrative Officer
Tax withholdingCommon Stock 87 $300.87 $26,175.69
Disclosure

SEC source: 0001567619-23-004766 · doc1.xml · nonDerivative · entry 2

Johnson Natalia · CIK 0001726283 · Chief Administrative Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 20,186

F2 · balance_after: Includes 12,790 restricted stock units.

Read SEC document
March 08, 2023 Filed Mar 10, 2023 01:16 UTC
Johnson NataliaChief Administrative Officer
Tax withholdingCommon Stock 156 $300.87 $46,935.72
Disclosure

SEC source: 0001567619-23-004766 · doc1.xml · nonDerivative · entry 1

Johnson Natalia · CIK 0001726283 · Chief Administrative Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 20,273

F1 · balance_after: Includes 13,040 restricted stock units.

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March 08, 2023 Filed Mar 10, 2023 01:15 UTC Tax withholdingCommon Stock 477 $300.87 $143,514.99
Disclosure

SEC source: 0001567619-23-004764 · doc1.xml · nonDerivative · entry 1

HAVNER RONALD L JR · CIK 0001227384 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 47,538

F1 · balance_after: Includes 33,125 restricted stock units and 1,890 deferred stock units. Mr. Havner postponed receipt of 10,000 vested restricted stock units granted February 19, 2015 with an original vesting date of April 1, 2016 in accordance with the following schedule: 10 equal installments over 10 years starting April 1, 2021 to April 1, 2030. 8,000 remain subject to deferred receipt.

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March 08, 2023 Filed Mar 9, 2023 20:17 UTC
REYES JOHNDirector
Tax withholdingCommon Stock 172 $300.87 $51,749.64
Disclosure

SEC source: 0001567619-23-004768 · doc1.xml · nonDerivative · entry 1

REYES JOHN · CIK 0001227389 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 173,875

F1 · balance_after: Includes 17,300 restricted stock units and 1,890 deferred stock units.

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March 08, 2023 Filed Mar 9, 2023 20:18 UTC
RUSSELL JOSEPH D JRDirector · President and CEO
Tax withholdingCommon Stock 260 $300.87 $78,226.20
Disclosure

SEC source: 0001567619-23-004770 · doc1.xml · nonDerivative · entry 2

RUSSELL JOSEPH D JR · CIK 0001230471 · Director · President and CEO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 42,821

F2 · balance_after: Includes 25,525 restricted stock units.

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March 08, 2023 Filed Mar 9, 2023 20:18 UTC
RUSSELL JOSEPH D JRDirector · President and CEO
Tax withholdingCommon Stock 260 $300.87 $78,226.20
Disclosure

SEC source: 0001567619-23-004770 · doc1.xml · nonDerivative · entry 1

RUSSELL JOSEPH D JR · CIK 0001230471 · Director · President and CEO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 43,081

F1 · balance_after: Includes 26,150 restricted stock units.

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March 08, 2023 Filed Mar 10, 2023 01:14 UTC
Boyle TomCFO and CIO
Tax withholdingCommon Stock 163 $300.87 $49,041.81
Disclosure

SEC source: 0001567619-23-004762 · doc1.xml · nonDerivative · entry 2

Boyle Tom · CIK 0001734897 · CFO and CIO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 26,479

F2 · balance_after: Includes 16,975 restricted stock units.

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March 08, 2023 Filed Mar 10, 2023 01:14 UTC
Boyle TomCFO and CIO
Tax withholdingCommon Stock 208 $300.87 $62,580.96
Disclosure

SEC source: 0001567619-23-004762 · doc1.xml · nonDerivative · entry 1

Boyle Tom · CIK 0001734897 · CFO and CIO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 26,642

F1 · balance_after: Includes 17,444 restricted stock units.

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March 05, 2023 Filed Mar 6, 2023 16:01 UTC
Johnson NataliaChief Administrative Officer
Tax withholdingCommon Stock 104 $304.82 $31,701.28
Disclosure

SEC source: 0001567619-23-004475 · doc1.xml · nonDerivative · entry 1

Johnson Natalia · CIK 0001726283 · Chief Administrative Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 20,429

F1 · balance_after: Includes 13,490 restricted stock units.

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March 03, 2023 Filed Mar 3, 2023 21:05 UTC GiftCommon Stock 12,296 $0.00 $0.00
Disclosure

SEC source: 0001567619-23-004345 · doc1.xml · nonDerivative · entry 1

HAVNER RONALD L JR · CIK 0001227384 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 48,015

F1 · shares: Reflects transfer of shares to Mr. Havner's trust.

F2 · balance_after: Includes 38,125 restricted stock units and 1,890 deferred stock units. Mr. Havner postponed receipt of 10,000 vested restricted stock units granted February 19, 2015 with an original vesting date of April 1, 2016 in accordance with the following schedule: 10 equal installments over 10 years starting April 1, 2021 to April 1, 2030. 8,000 remain subject to deferred receipt.

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February 28, 2023 Filed Mar 2, 2023 17:43 UTC
Johnson NataliaChief Administrative Officer
Tax withholdingCommon Stock 519 $298.95 $155,155.05
Disclosure

SEC source: 0001567619-23-004133 · doc1.xml · nonDerivative · entry 1

Johnson Natalia · CIK 0001726283 · Chief Administrative Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 20,533

F1 · balance_after: Includes 13,790 restricted stock units.

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February 28, 2023 Filed Mar 2, 2023 17:42 UTC Tax withholdingCommon Stock 503 $298.95 $150,371.85
Disclosure

SEC source: 0001567619-23-004131 · doc1.xml · nonDerivative · entry 1

HAVNER RONALD L JR · CIK 0001227384 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 60,311

F1 · balance_after: Includes 38,125 restricted stock units and 1,890 deferred stock units. Mr. Havner postponed receipt of 10,000 vested restricted stock units granted February 19, 2015 with an original vesting date of April 1, 2016 in accordance with the following schedule: 10 equal installments over 10 years starting April 1, 2021 to April 1, 2030. 8,000 remain subject to deferred receipt.

Read SEC document
February 28, 2023 Filed Mar 2, 2023 12:44 UTC
REYES JOHNDirector
Tax withholdingCommon Stock 242 $298.95 $72,345.90
Disclosure

SEC source: 0001567619-23-004135 · doc1.xml · nonDerivative · entry 1

REYES JOHN · CIK 0001227389 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 174,047

F1 · balance_after: Includes 19,100 restricted stock units and 1,890 deferred stock units.

Read SEC document
February 28, 2023 Filed Mar 2, 2023 12:45 UTC
RUSSELL JOSEPH D JRDirector · President and CEO
Tax withholdingCommon Stock 1,790 $298.95 $535,120.50
Disclosure

SEC source: 0001567619-23-004138 · doc1.xml · nonDerivative · entry 2

RUSSELL JOSEPH D JR · CIK 0001230471 · Director · President and CEO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 43,341

F2 · balance_after: Includes 26,900 restricted stock units.

Read SEC document
February 28, 2023 Filed Mar 2, 2023 12:45 UTC
RUSSELL JOSEPH D JRDirector · President and CEO
Tax withholdingCommon Stock 217 $298.95 $64,872.15
Disclosure

SEC source: 0001567619-23-004138 · doc1.xml · nonDerivative · entry 1

RUSSELL JOSEPH D JR · CIK 0001230471 · Director · President and CEO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 45,131

F1 · balance_after: Includes 30,650 restricted stock units.

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February 28, 2023 Filed Mar 2, 2023 17:46 UTC
Vitan Nathaniel A.Chief Legal Officer
Tax withholdingCommon Stock 519 $298.95 $155,155.05
Disclosure

SEC source: 0001567619-23-004140 · doc1.xml · nonDerivative · entry 1

Vitan Nathaniel A. · CIK 0001774586 · Chief Legal Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 13,810

F1 · balance_after: Includes 10,330 restricted stock units.

Read SEC document
February 28, 2023 Filed Mar 2, 2023 17:41 UTC
Boyle TomCFO and CIO
Tax withholdingCommon Stock 1,008 $298.95 $301,341.60
Disclosure

SEC source: 0001567619-23-004129 · doc1.xml · nonDerivative · entry 1

Boyle Tom · CIK 0001734897 · CFO and CIO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 26,850

F1 · balance_after: Includes 18,044 restricted stock units.

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February 22, 2023 Filed Feb 24, 2023 15:49 UTC Tax withholdingCommon Stock 1,301 $292.30 $380,282.30
Disclosure

SEC source: 0001567619-23-003714 · doc1.xml · nonDerivative · entry 1

HAVNER RONALD L JR · CIK 0001227384 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 60,814

F1 · balance_after: Includes 41,250 restricted stock units and 1,890 deferred stock units. Mr. Havner postponed receipt of 10,000 vested restricted stock units granted February 19, 2015 with an original vesting date of April 1, 2016 in accordance with the following schedule: 10 equal installments over 10 years starting April 1, 2021 to April 1, 2030. 8,000 remain subject to deferred receipt.

Read SEC document
February 22, 2023 Filed Feb 24, 2023 11:30 UTC
REYES JOHNDirector
Tax withholdingCommon Stock 489 $292.30 $142,934.70
Disclosure

SEC source: 0001567619-23-003716 · doc1.xml · nonDerivative · entry 1

REYES JOHN · CIK 0001227389 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 174,289

F1 · balance_after: Includes 20,600 restricted stock units and 1,890 deferred stock units.

Read SEC document
February 19, 2023 Filed Feb 21, 2023 20:23 UTC
REYES JOHNDirector
Tax withholdingCommon Stock 882 $299.01 $263,726.82
Disclosure

SEC source: 0001567619-23-003440 · doc1.xml · nonDerivative · entry 1

REYES JOHN · CIK 0001227389 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 174,778

F1 · balance_after: Includes 23,600 restricted stock units and 1,890 deferred stock units.

Read SEC document
February 17, 2023 Filed Feb 17, 2023 18:59 UTC GiftCommon Stock 103,275 $0.00 $0.00
Disclosure

SEC source: 0001567619-23-003245 · doc1.xml · nonDerivative · entry 2

HAVNER RONALD L JR · CIK 0001227384 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 62,115

F2 · shares: Reflects transfer of shares to Mr. Havner's trust.

F1 · balance_after: Includes 47,500 restricted stock units and 1,890 deferred stock units. Mr. Havner postponed receipt of 10,000 vested restricted stock units granted February 19, 2015 with an original vesting date of April 1, 2016 in accordance with the following schedule: 10 equal installments over 10 years starting April 1, 2021 to April 1, 2030. 8,000 remain subject to deferred receipt.

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February 16, 2023 Filed Feb 18, 2023 00:06 UTC
Johnson NataliaChief Administrative Officer
Tax withholdingCommon Stock 394 $299.56 $118,026.64
Disclosure

SEC source: 0001567619-23-003355 · doc1.xml · nonDerivative · entry 1

Johnson Natalia · CIK 0001726283 · Chief Administrative Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 21,052

F1 · balance_after: Includes 15,290 restricted stock units.

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.