Last 12 months
Inside the activity.
0 purchase rows · 2 sale rows
Disclosed non-derivative P/S rows, by transaction month. Includes amendments and private transactions.Monthly counts
| Month | Purchases | Sales |
|---|---|---|
| Nov 2025 | 0 | 0 |
| Dec 2025 | 0 | 0 |
| Jan 2026 | 0 | 0 |
| Feb 2026 | 0 | 0 |
| Mar 2026 | 0 | 0 |
| Apr 2026 | 0 | 0 |
| May 2026 | 0 | 0 |
| Jun 2026 | 0 | 1 |
| Jul 2026 | 0 | 0 |
| Aug 2026 | 0 | 1 |
| Sep 2026 | 0 | 0 |
| Oct 2026 | 0 | 0 |
Latest available
Insider transactions
Purchases/sales include open-market and private transactions. Plan disclosure applies to the filing; individual rows may differ. “Not disclosed” is not “unplanned.”
The cutoff filters transaction history only. Company summaries and owner relationships show the latest available disclosures. Parser corrections can improve historical records.
| Transaction date | Owner / reported role | Activity / security | Shares / units | Reported price | Reported value | Details |
|---|---|---|---|---|---|---|
| June 30, 2023 Filed Jul 3, 2023 22:58 UTC |
Owen Rebecca LDirector
|
GrantCommon Shares | 110 | $291.88 | $32,106.80 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
HAVNER RONALD L JRDirector
|
GiftCommon Shares | 5,104 | $0.00 | $0.00 |
DisclosureSEC 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 |
SPOGLI RONALD PDirector
|
GrantStock Option (Right to Buy) · Derivative | 5,000 | $0.00 Strike: $286.81 | $0.00 |
DisclosureSEC 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 |
POLADIAN AVEDICK BARUYRDirector
|
GrantStock Option (Right to Buy) · Derivative | 5,000 | $0.00 Strike: $286.81 | $0.00 |
DisclosureSEC 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 |
WILLIAMS PAUL SDirector
|
GrantStock Option (Right to Buy) · Derivative | 5,000 | $0.00 Strike: $286.81 | $0.00 |
DisclosureSEC 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 |
STONE HEISZ LESLIEDirector
|
GrantStock Option (Right to Buy) · Derivative | 5,000 | $0.00 Strike: $286.81 | $0.00 |
DisclosureSEC 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 |
HAVNER RONALD L JRDirector
|
GrantStock Option (Right to Buy) · Derivative | 5,000 | $0.00 Strike: $286.81 | $0.00 |
DisclosureSEC 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 |
DisclosureSEC 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 |
NEITHERCUT DAVID JDirector
|
GrantStock Option (Right to Buy) · Derivative | 5,000 | $0.00 Strike: $286.81 | $0.00 |
DisclosureSEC 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 |
GUSTAVSON TAMARA HUGHESDirector
|
GrantStock Option (Right to Buy) · Derivative | 5,000 | $0.00 Strike: $286.81 | $0.00 |
DisclosureSEC 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 |
Owen Rebecca LDirector
|
GrantStock Option (Right to Buy) · Derivative | 5,000 | $0.00 Strike: $286.81 | $0.00 |
DisclosureSEC 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 |
Shaukat Tariq MDirector
|
GrantStock Option (Right to Buy) · Derivative | 5,000 | $0.00 Strike: $286.81 | $0.00 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
SPOGLI RONALD PDirector
|
Exercise / conversionStock Option (Right to Buy) · Derivative | 5,163 | $0.00 Strike: $159.40 | $0.00 |
DisclosureSEC 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 |
SPOGLI RONALD PDirector
|
Exercise / conversionCommon Shares | 5,163 | $159.40 | $822,982.20 |
DisclosureSEC 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 |
HAVNER RONALD L JRDirector
|
Tax withholdingCommon Stock | 419 | $302.14 | $126,596.66 |
DisclosureSEC 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 |
SPOGLI RONALD PDirector
|
GrantCommon Stock | 116 | $302.14 | $35,048.24 |
DisclosureSEC 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 |
WILLIAMS PAUL SDirector
|
GrantCommon Stock | 62 | $302.14 | $18,732.68 |
DisclosureSEC 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 |
HAVNER RONALD L JRDirector
|
GrantCommon Stock | 100 | $302.14 | $30,214.00 |
DisclosureSEC 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 |
DisclosureSEC 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 |
NEITHERCUT DAVID JDirector
|
GrantCommon Stock | 123 | $302.14 | $37,163.22 |
DisclosureSEC 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 |
Owen Rebecca LDirector
|
GrantCommon Stock | 106 | $302.14 | $32,026.84 |
DisclosureSEC 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 |
DisclosureSEC 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 |
POLADIAN AVEDICK BARUYRDirector
|
Exercise / conversionStock Option (Right to Buy) · Derivative | 5,163 | $0.00 Strike: $159.40 | $0.00 |
DisclosureSEC 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 |
POLADIAN AVEDICK BARUYRDirector
|
Exercise / conversionCommon Stock | 5,163 | $159.40 | $822,982.20 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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. Read SEC document |
| March 08, 2023 Filed Mar 10, 2023 01:15 UTC |
HAVNER RONALD L JRDirector
|
Tax withholdingCommon Stock | 477 | $300.87 | $143,514.99 |
DisclosureSEC 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. Read SEC document |
| March 08, 2023 Filed Mar 9, 2023 20:17 UTC |
REYES JOHNDirector
|
Tax withholdingCommon Stock | 172 | $300.87 | $51,749.64 |
DisclosureSEC 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. Read SEC document |
| 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 |
DisclosureSEC 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. Read SEC document |
| 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 |
DisclosureSEC 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. Read SEC document |
| March 08, 2023 Filed Mar 10, 2023 01:14 UTC |
Boyle TomCFO and CIO
|
Tax withholdingCommon Stock | 163 | $300.87 | $49,041.81 |
DisclosureSEC 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. Read SEC document |
| March 08, 2023 Filed Mar 10, 2023 01:14 UTC |
Boyle TomCFO and CIO
|
Tax withholdingCommon Stock | 208 | $300.87 | $62,580.96 |
DisclosureSEC 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. Read SEC document |
| March 05, 2023 Filed Mar 6, 2023 16:01 UTC |
Johnson NataliaChief Administrative Officer
|
Tax withholdingCommon Stock | 104 | $304.82 | $31,701.28 |
DisclosureSEC 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. Read SEC document |
| March 03, 2023 Filed Mar 3, 2023 21:05 UTC |
HAVNER RONALD L JRDirector
|
GiftCommon Stock | 12,296 | $0.00 | $0.00 |
DisclosureSEC 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. Read SEC document |
| February 28, 2023 Filed Mar 2, 2023 17:43 UTC |
Johnson NataliaChief Administrative Officer
|
Tax withholdingCommon Stock | 519 | $298.95 | $155,155.05 |
DisclosureSEC 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. Read SEC document |
| February 28, 2023 Filed Mar 2, 2023 17:42 UTC |
HAVNER RONALD L JRDirector
|
Tax withholdingCommon Stock | 503 | $298.95 | $150,371.85 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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. Read SEC document |
| 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 |
DisclosureSEC 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 |
DisclosureSEC 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. Read SEC document |
| February 22, 2023 Filed Feb 24, 2023 15:49 UTC |
HAVNER RONALD L JRDirector
|
Tax withholdingCommon Stock | 1,301 | $292.30 | $380,282.30 |
DisclosureSEC 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 |
DisclosureSEC 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 |
DisclosureSEC 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 |
HAVNER RONALD L JRDirector
|
GiftCommon Stock | 103,275 | $0.00 | $0.00 |
DisclosureSEC 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. Read SEC document |
| February 16, 2023 Filed Feb 18, 2023 00:06 UTC |
Johnson NataliaChief Administrative Officer
|
Tax withholdingCommon Stock | 394 | $299.56 | $118,026.64 |
DisclosureSEC 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.