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 |
|---|---|---|---|---|---|---|
| February 16, 2023 Filed Feb 17, 2023 19:01 UTC |
RUSSELL JOSEPH D JRPresident and CEO
|
Tax withholdingCommon Stock | 634 | $299.56 | $189,921.04 |
DisclosureSEC source: 0001567619-23-003351 · doc1.xml · nonDerivative · entry 1 RUSSELL JOSEPH D JR · CIK 0001230471 · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 45,348 F1 · balance_after: Includes 31,275 restricted stock units. Read SEC document |
| February 16, 2023 Filed Feb 18, 2023 00:08 UTC |
Vitan Nathaniel A.Chief Legal Officer
|
Tax withholdingCommon Stock | 323 | $299.56 | $96,757.88 |
DisclosureSEC source: 0001567619-23-003357 · doc1.xml · nonDerivative · entry 1 Vitan Nathaniel A. · CIK 0001774586 · Chief Legal Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,329 F1 · balance_after: Includes 11,830 restricted stock units. Read SEC document |
| February 16, 2023 Filed Feb 18, 2023 00:03 UTC |
Boyle TomCFO and CIO
|
Tax withholdingCommon Stock | 477 | $299.56 | $142,890.12 |
DisclosureSEC source: 0001567619-23-003353 · doc1.xml · nonDerivative · entry 1 Boyle Tom · CIK 0001734897 · CFO and CIO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 27,858 F1 · balance_after: Includes 20,544 restricted stock units. Read SEC document |
| February 15, 2023 Filed Feb 17, 2023 18:59 UTC |
HAVNER RONALD L JRDirector
|
Tax withholdingCommon Stock | 1,525 | $300.91 | $458,887.75 |
DisclosureSEC source: 0001567619-23-003245 · doc1.xml · nonDerivative · entry 1 HAVNER RONALD L JR · CIK 0001227384 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 165,390 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 13, 2023 Filed Feb 15, 2023 21:08 UTC |
HAVNER RONALD L JRDirector
|
Exercise / conversionStock Option (Right to Buy) · Derivative | 103,275 | $0.00 Strike: $147.19 | $0.00 |
DisclosureSEC source: 0001567619-23-003040 · doc1.xml · derivative · entry 4 HAVNER RONALD L JR · CIK 0001227384 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 103,275 shares Expires 2023-02-21 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 five (5) equal annual installments beginning one (1) year from grant date. F4 · derivative.exercise_price: This option was previously reported as an option for 100,000 shares of common stock at an exercise price of $152.01, 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 100,000 shares of common stock at an exercise price of $152.01, 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 100,000 shares of common stock at an exercise price of $152.01, 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 |
| February 13, 2023 Filed Feb 15, 2023 21:08 UTC |
HAVNER RONALD L JRDirector
|
Exercise / conversionCommon Stock | 103,275 | $147.19 | $15,201,047.25 |
DisclosureSEC source: 0001567619-23-003040 · doc1.xml · nonDerivative · entry 1 HAVNER RONALD L JR · CIK 0001227384 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 166,915 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 53,750 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 |
| January 17, 2023 Filed Mar 2, 2023 17:43 UTC |
Johnson NataliaChief Administrative Officer
|
GrantStock Option (Right to Buy) · Derivative | 64,546 | $0.00 Strike: $221.68 | $0.00 |
DisclosureSEC source: 0001567619-23-004133 · doc1.xml · derivative · entry 2 Johnson Natalia · CIK 0001726283 · Chief Administrative Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 64,546 Underlying: Common Stock · 64,546 shares Expires 2030-03-06 F2 · security: Reflects an award of performance-based stock options originally granted March 6, 2020, subject to a three year (2020-2022) performance period. As originally granted, this award was for 50,000 options (at target) with an exercise price of $228.94 per share. Pursuant to anti-dilution provisions of the Company's 2016 Equity and Performance-Based Incentive Compensation Plan, these options were adjusted to reflect the special dividend declared by the Company on July 22, 2022. On January 17, 2023, following completion of the performance period, the Compensation Committee certified performance at 125% of target, as reflected here. Three-fifths of these options will vest on March 6, 2023, with the remaining vesting ratably over the next two years. These options were previously inadvertently omitted. F2 · derivative.exercise_price: Reflects an award of performance-based stock options originally granted March 6, 2020, subject to a three year (2020-2022) performance period. As originally granted, this award was for 50,000 options (at target) with an exercise price of $228.94 per share. Pursuant to anti-dilution provisions of the Company's 2016 Equity and Performance-Based Incentive Compensation Plan, these options were adjusted to reflect the special dividend declared by the Company on July 22, 2022. On January 17, 2023, following completion of the performance period, the Compensation Committee certified performance at 125% of target, as reflected here. Three-fifths of these options will vest on March 6, 2023, with the remaining vesting ratably over the next two years. These options were previously inadvertently omitted. F2 · date: Reflects an award of performance-based stock options originally granted March 6, 2020, subject to a three year (2020-2022) performance period. As originally granted, this award was for 50,000 options (at target) with an exercise price of $228.94 per share. Pursuant to anti-dilution provisions of the Company's 2016 Equity and Performance-Based Incentive Compensation Plan, these options were adjusted to reflect the special dividend declared by the Company on July 22, 2022. On January 17, 2023, following completion of the performance period, the Compensation Committee certified performance at 125% of target, as reflected here. Three-fifths of these options will vest on March 6, 2023, with the remaining vesting ratably over the next two years. These options were previously inadvertently omitted. F2 · shares: Reflects an award of performance-based stock options originally granted March 6, 2020, subject to a three year (2020-2022) performance period. As originally granted, this award was for 50,000 options (at target) with an exercise price of $228.94 per share. Pursuant to anti-dilution provisions of the Company's 2016 Equity and Performance-Based Incentive Compensation Plan, these options were adjusted to reflect the special dividend declared by the Company on July 22, 2022. On January 17, 2023, following completion of the performance period, the Compensation Committee certified performance at 125% of target, as reflected here. Three-fifths of these options will vest on March 6, 2023, with the remaining vesting ratably over the next two years. These options were previously inadvertently omitted. F2 · derivative.exercise_date: Reflects an award of performance-based stock options originally granted March 6, 2020, subject to a three year (2020-2022) performance period. As originally granted, this award was for 50,000 options (at target) with an exercise price of $228.94 per share. Pursuant to anti-dilution provisions of the Company's 2016 Equity and Performance-Based Incentive Compensation Plan, these options were adjusted to reflect the special dividend declared by the Company on July 22, 2022. On January 17, 2023, following completion of the performance period, the Compensation Committee certified performance at 125% of target, as reflected here. Three-fifths of these options will vest on March 6, 2023, with the remaining vesting ratably over the next two years. These options were previously inadvertently omitted. F2 · derivative.expiration_date: Reflects an award of performance-based stock options originally granted March 6, 2020, subject to a three year (2020-2022) performance period. As originally granted, this award was for 50,000 options (at target) with an exercise price of $228.94 per share. Pursuant to anti-dilution provisions of the Company's 2016 Equity and Performance-Based Incentive Compensation Plan, these options were adjusted to reflect the special dividend declared by the Company on July 22, 2022. On January 17, 2023, following completion of the performance period, the Compensation Committee certified performance at 125% of target, as reflected here. Three-fifths of these options will vest on March 6, 2023, with the remaining vesting ratably over the next two years. These options were previously inadvertently omitted. F2 · derivative.underlying_shares: Reflects an award of performance-based stock options originally granted March 6, 2020, subject to a three year (2020-2022) performance period. As originally granted, this award was for 50,000 options (at target) with an exercise price of $228.94 per share. Pursuant to anti-dilution provisions of the Company's 2016 Equity and Performance-Based Incentive Compensation Plan, these options were adjusted to reflect the special dividend declared by the Company on July 22, 2022. On January 17, 2023, following completion of the performance period, the Compensation Committee certified performance at 125% of target, as reflected here. Three-fifths of these options will vest on March 6, 2023, with the remaining vesting ratably over the next two years. These options were previously inadvertently omitted. F2 · balance_after: Reflects an award of performance-based stock options originally granted March 6, 2020, subject to a three year (2020-2022) performance period. As originally granted, this award was for 50,000 options (at target) with an exercise price of $228.94 per share. Pursuant to anti-dilution provisions of the Company's 2016 Equity and Performance-Based Incentive Compensation Plan, these options were adjusted to reflect the special dividend declared by the Company on July 22, 2022. On January 17, 2023, following completion of the performance period, the Compensation Committee certified performance at 125% of target, as reflected here. Three-fifths of these options will vest on March 6, 2023, with the remaining vesting ratably over the next two years. These options were previously inadvertently omitted. Read SEC document |
| January 17, 2023 Filed Mar 2, 2023 12:45 UTC |
RUSSELL JOSEPH D JRDirector · President and CEO
|
GrantStock Option (Right to Buy) · Derivative | 103,275 | $0.00 Strike: $221.68 | $0.00 |
DisclosureSEC source: 0001567619-23-004138 · doc1.xml · derivative · entry 3 RUSSELL JOSEPH D JR · CIK 0001230471 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 103,275 Underlying: Common Stock · 103,275 shares Expires 2030-03-06 F3 · security: Reflects an award of performance-based stock options originally granted March 6, 2020, subject to a three year (2020-2022) performance period. As originally granted, this award was for 80,000 options (at target) with an exercise price of $228.94 per share. Pursuant to anti-dilution provisions of the Company's 2016 Equity and Performance-Based Incentive Compensation Plan, these options were adjusted to reflect the special dividend declared by the Company on July 22, 2022. On January 17, 2023, following completion of the performance period, the Compensation Committee certified performance at 125% of target, as reflected here. Three-fifths of these options will vest on March 6, 2023, with the remaining vesting ratably over the next two years. These options were previously inadvertently omitted. F3 · derivative.exercise_price: Reflects an award of performance-based stock options originally granted March 6, 2020, subject to a three year (2020-2022) performance period. As originally granted, this award was for 80,000 options (at target) with an exercise price of $228.94 per share. Pursuant to anti-dilution provisions of the Company's 2016 Equity and Performance-Based Incentive Compensation Plan, these options were adjusted to reflect the special dividend declared by the Company on July 22, 2022. On January 17, 2023, following completion of the performance period, the Compensation Committee certified performance at 125% of target, as reflected here. Three-fifths of these options will vest on March 6, 2023, with the remaining vesting ratably over the next two years. These options were previously inadvertently omitted. F3 · date: Reflects an award of performance-based stock options originally granted March 6, 2020, subject to a three year (2020-2022) performance period. As originally granted, this award was for 80,000 options (at target) with an exercise price of $228.94 per share. Pursuant to anti-dilution provisions of the Company's 2016 Equity and Performance-Based Incentive Compensation Plan, these options were adjusted to reflect the special dividend declared by the Company on July 22, 2022. On January 17, 2023, following completion of the performance period, the Compensation Committee certified performance at 125% of target, as reflected here. Three-fifths of these options will vest on March 6, 2023, with the remaining vesting ratably over the next two years. These options were previously inadvertently omitted. F3 · shares: Reflects an award of performance-based stock options originally granted March 6, 2020, subject to a three year (2020-2022) performance period. As originally granted, this award was for 80,000 options (at target) with an exercise price of $228.94 per share. Pursuant to anti-dilution provisions of the Company's 2016 Equity and Performance-Based Incentive Compensation Plan, these options were adjusted to reflect the special dividend declared by the Company on July 22, 2022. On January 17, 2023, following completion of the performance period, the Compensation Committee certified performance at 125% of target, as reflected here. Three-fifths of these options will vest on March 6, 2023, with the remaining vesting ratably over the next two years. These options were previously inadvertently omitted. F3 · derivative.exercise_date: Reflects an award of performance-based stock options originally granted March 6, 2020, subject to a three year (2020-2022) performance period. As originally granted, this award was for 80,000 options (at target) with an exercise price of $228.94 per share. Pursuant to anti-dilution provisions of the Company's 2016 Equity and Performance-Based Incentive Compensation Plan, these options were adjusted to reflect the special dividend declared by the Company on July 22, 2022. On January 17, 2023, following completion of the performance period, the Compensation Committee certified performance at 125% of target, as reflected here. Three-fifths of these options will vest on March 6, 2023, with the remaining vesting ratably over the next two years. These options were previously inadvertently omitted. F3 · derivative.expiration_date: Reflects an award of performance-based stock options originally granted March 6, 2020, subject to a three year (2020-2022) performance period. As originally granted, this award was for 80,000 options (at target) with an exercise price of $228.94 per share. Pursuant to anti-dilution provisions of the Company's 2016 Equity and Performance-Based Incentive Compensation Plan, these options were adjusted to reflect the special dividend declared by the Company on July 22, 2022. On January 17, 2023, following completion of the performance period, the Compensation Committee certified performance at 125% of target, as reflected here. Three-fifths of these options will vest on March 6, 2023, with the remaining vesting ratably over the next two years. These options were previously inadvertently omitted. F3 · derivative.underlying_shares: Reflects an award of performance-based stock options originally granted March 6, 2020, subject to a three year (2020-2022) performance period. As originally granted, this award was for 80,000 options (at target) with an exercise price of $228.94 per share. Pursuant to anti-dilution provisions of the Company's 2016 Equity and Performance-Based Incentive Compensation Plan, these options were adjusted to reflect the special dividend declared by the Company on July 22, 2022. On January 17, 2023, following completion of the performance period, the Compensation Committee certified performance at 125% of target, as reflected here. Three-fifths of these options will vest on March 6, 2023, with the remaining vesting ratably over the next two years. These options were previously inadvertently omitted. F3 · balance_after: Reflects an award of performance-based stock options originally granted March 6, 2020, subject to a three year (2020-2022) performance period. As originally granted, this award was for 80,000 options (at target) with an exercise price of $228.94 per share. Pursuant to anti-dilution provisions of the Company's 2016 Equity and Performance-Based Incentive Compensation Plan, these options were adjusted to reflect the special dividend declared by the Company on July 22, 2022. On January 17, 2023, following completion of the performance period, the Compensation Committee certified performance at 125% of target, as reflected here. Three-fifths of these options will vest on March 6, 2023, with the remaining vesting ratably over the next two years. These options were previously inadvertently omitted. Read SEC document |
| January 17, 2023 Filed Mar 2, 2023 17:46 UTC |
Vitan Nathaniel A.Chief Legal Officer
|
GrantStock Option (Right to Buy) · Derivative | 64,546 | $0.00 Strike: $221.68 | $0.00 |
DisclosureSEC source: 0001567619-23-004140 · doc1.xml · derivative · entry 2 Vitan Nathaniel A. · CIK 0001774586 · Chief Legal Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 64,546 Underlying: Common Stock · 64,546 shares Expires 2030-03-06 F2 · security: Reflects an award of performance-based stock options originally granted March 6, 2020, subject to a three year (2020-2022) performance period. As originally granted, this award was for 50,000 options (at target) with an exercise price of $228.94 per share. Pursuant to anti-dilution provisions of the Company's 2016 Equity and Performance-Based Incentive Compensation Plan, these options were adjusted to reflect the special dividend declared by the Company on July 22, 2022. On January 17, 2023, following completion of the performance period, the Compensation Committee certified performance at 125% of target, as reflected here. Three-fifths of these options will vest on March 6, 2023, with the remaining vesting ratably over the next two years. These options were previously inadvertently omitted. F2 · derivative.exercise_price: Reflects an award of performance-based stock options originally granted March 6, 2020, subject to a three year (2020-2022) performance period. As originally granted, this award was for 50,000 options (at target) with an exercise price of $228.94 per share. Pursuant to anti-dilution provisions of the Company's 2016 Equity and Performance-Based Incentive Compensation Plan, these options were adjusted to reflect the special dividend declared by the Company on July 22, 2022. On January 17, 2023, following completion of the performance period, the Compensation Committee certified performance at 125% of target, as reflected here. Three-fifths of these options will vest on March 6, 2023, with the remaining vesting ratably over the next two years. These options were previously inadvertently omitted. F2 · date: Reflects an award of performance-based stock options originally granted March 6, 2020, subject to a three year (2020-2022) performance period. As originally granted, this award was for 50,000 options (at target) with an exercise price of $228.94 per share. Pursuant to anti-dilution provisions of the Company's 2016 Equity and Performance-Based Incentive Compensation Plan, these options were adjusted to reflect the special dividend declared by the Company on July 22, 2022. On January 17, 2023, following completion of the performance period, the Compensation Committee certified performance at 125% of target, as reflected here. Three-fifths of these options will vest on March 6, 2023, with the remaining vesting ratably over the next two years. These options were previously inadvertently omitted. F2 · shares: Reflects an award of performance-based stock options originally granted March 6, 2020, subject to a three year (2020-2022) performance period. As originally granted, this award was for 50,000 options (at target) with an exercise price of $228.94 per share. Pursuant to anti-dilution provisions of the Company's 2016 Equity and Performance-Based Incentive Compensation Plan, these options were adjusted to reflect the special dividend declared by the Company on July 22, 2022. On January 17, 2023, following completion of the performance period, the Compensation Committee certified performance at 125% of target, as reflected here. Three-fifths of these options will vest on March 6, 2023, with the remaining vesting ratably over the next two years. These options were previously inadvertently omitted. F2 · derivative.exercise_date: Reflects an award of performance-based stock options originally granted March 6, 2020, subject to a three year (2020-2022) performance period. As originally granted, this award was for 50,000 options (at target) with an exercise price of $228.94 per share. Pursuant to anti-dilution provisions of the Company's 2016 Equity and Performance-Based Incentive Compensation Plan, these options were adjusted to reflect the special dividend declared by the Company on July 22, 2022. On January 17, 2023, following completion of the performance period, the Compensation Committee certified performance at 125% of target, as reflected here. Three-fifths of these options will vest on March 6, 2023, with the remaining vesting ratably over the next two years. These options were previously inadvertently omitted. F2 · derivative.expiration_date: Reflects an award of performance-based stock options originally granted March 6, 2020, subject to a three year (2020-2022) performance period. As originally granted, this award was for 50,000 options (at target) with an exercise price of $228.94 per share. Pursuant to anti-dilution provisions of the Company's 2016 Equity and Performance-Based Incentive Compensation Plan, these options were adjusted to reflect the special dividend declared by the Company on July 22, 2022. On January 17, 2023, following completion of the performance period, the Compensation Committee certified performance at 125% of target, as reflected here. Three-fifths of these options will vest on March 6, 2023, with the remaining vesting ratably over the next two years. These options were previously inadvertently omitted. F2 · derivative.underlying_shares: Reflects an award of performance-based stock options originally granted March 6, 2020, subject to a three year (2020-2022) performance period. As originally granted, this award was for 50,000 options (at target) with an exercise price of $228.94 per share. Pursuant to anti-dilution provisions of the Company's 2016 Equity and Performance-Based Incentive Compensation Plan, these options were adjusted to reflect the special dividend declared by the Company on July 22, 2022. On January 17, 2023, following completion of the performance period, the Compensation Committee certified performance at 125% of target, as reflected here. Three-fifths of these options will vest on March 6, 2023, with the remaining vesting ratably over the next two years. These options were previously inadvertently omitted. F2 · balance_after: Reflects an award of performance-based stock options originally granted March 6, 2020, subject to a three year (2020-2022) performance period. As originally granted, this award was for 50,000 options (at target) with an exercise price of $228.94 per share. Pursuant to anti-dilution provisions of the Company's 2016 Equity and Performance-Based Incentive Compensation Plan, these options were adjusted to reflect the special dividend declared by the Company on July 22, 2022. On January 17, 2023, following completion of the performance period, the Compensation Committee certified performance at 125% of target, as reflected here. Three-fifths of these options will vest on March 6, 2023, with the remaining vesting ratably over the next two years. These options were previously inadvertently omitted. Read SEC document |
| January 17, 2023 Filed Mar 2, 2023 17:41 UTC |
Boyle TomCFO and CIO
|
GrantStock Option (Right to Buy) · Derivative | 77,456 | $0.00 Strike: $221.68 | $0.00 |
DisclosureSEC source: 0001567619-23-004129 · doc1.xml · derivative · entry 2 Boyle Tom · CIK 0001734897 · CFO and CIO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 77,456 Underlying: Common Stock · 77,456 shares Expires 2030-03-06 F2 · security: Reflects an award of performance-based stock options originally granted March 6, 2020, subject to a three year (2020-2022) performance period. As originally granted, this award was for 60,000 options (at target) with an exercise price of $228.94 per share. Pursuant to anti-dilution provisions of the Company's 2016 Equity and Performance-Based Incentive Compensation Plan, these options were adjusted to reflect the special dividend declared by the Company on July 22, 2022. On January 17, 2023, following completion of the performance period, the Compensation Committee certified performance at 125% of target, as reflected here. Three-fifths of these options will vest on March 6, 2023, with the remaining vesting ratably over the next two years. These options were previously inadvertently omitted. F2 · derivative.exercise_price: Reflects an award of performance-based stock options originally granted March 6, 2020, subject to a three year (2020-2022) performance period. As originally granted, this award was for 60,000 options (at target) with an exercise price of $228.94 per share. Pursuant to anti-dilution provisions of the Company's 2016 Equity and Performance-Based Incentive Compensation Plan, these options were adjusted to reflect the special dividend declared by the Company on July 22, 2022. On January 17, 2023, following completion of the performance period, the Compensation Committee certified performance at 125% of target, as reflected here. Three-fifths of these options will vest on March 6, 2023, with the remaining vesting ratably over the next two years. These options were previously inadvertently omitted. F2 · date: Reflects an award of performance-based stock options originally granted March 6, 2020, subject to a three year (2020-2022) performance period. As originally granted, this award was for 60,000 options (at target) with an exercise price of $228.94 per share. Pursuant to anti-dilution provisions of the Company's 2016 Equity and Performance-Based Incentive Compensation Plan, these options were adjusted to reflect the special dividend declared by the Company on July 22, 2022. On January 17, 2023, following completion of the performance period, the Compensation Committee certified performance at 125% of target, as reflected here. Three-fifths of these options will vest on March 6, 2023, with the remaining vesting ratably over the next two years. These options were previously inadvertently omitted. F2 · shares: Reflects an award of performance-based stock options originally granted March 6, 2020, subject to a three year (2020-2022) performance period. As originally granted, this award was for 60,000 options (at target) with an exercise price of $228.94 per share. Pursuant to anti-dilution provisions of the Company's 2016 Equity and Performance-Based Incentive Compensation Plan, these options were adjusted to reflect the special dividend declared by the Company on July 22, 2022. On January 17, 2023, following completion of the performance period, the Compensation Committee certified performance at 125% of target, as reflected here. Three-fifths of these options will vest on March 6, 2023, with the remaining vesting ratably over the next two years. These options were previously inadvertently omitted. F2 · derivative.exercise_date: Reflects an award of performance-based stock options originally granted March 6, 2020, subject to a three year (2020-2022) performance period. As originally granted, this award was for 60,000 options (at target) with an exercise price of $228.94 per share. Pursuant to anti-dilution provisions of the Company's 2016 Equity and Performance-Based Incentive Compensation Plan, these options were adjusted to reflect the special dividend declared by the Company on July 22, 2022. On January 17, 2023, following completion of the performance period, the Compensation Committee certified performance at 125% of target, as reflected here. Three-fifths of these options will vest on March 6, 2023, with the remaining vesting ratably over the next two years. These options were previously inadvertently omitted. F2 · derivative.expiration_date: Reflects an award of performance-based stock options originally granted March 6, 2020, subject to a three year (2020-2022) performance period. As originally granted, this award was for 60,000 options (at target) with an exercise price of $228.94 per share. Pursuant to anti-dilution provisions of the Company's 2016 Equity and Performance-Based Incentive Compensation Plan, these options were adjusted to reflect the special dividend declared by the Company on July 22, 2022. On January 17, 2023, following completion of the performance period, the Compensation Committee certified performance at 125% of target, as reflected here. Three-fifths of these options will vest on March 6, 2023, with the remaining vesting ratably over the next two years. These options were previously inadvertently omitted. F2 · derivative.underlying_shares: Reflects an award of performance-based stock options originally granted March 6, 2020, subject to a three year (2020-2022) performance period. As originally granted, this award was for 60,000 options (at target) with an exercise price of $228.94 per share. Pursuant to anti-dilution provisions of the Company's 2016 Equity and Performance-Based Incentive Compensation Plan, these options were adjusted to reflect the special dividend declared by the Company on July 22, 2022. On January 17, 2023, following completion of the performance period, the Compensation Committee certified performance at 125% of target, as reflected here. Three-fifths of these options will vest on March 6, 2023, with the remaining vesting ratably over the next two years. These options were previously inadvertently omitted. F2 · balance_after: Reflects an award of performance-based stock options originally granted March 6, 2020, subject to a three year (2020-2022) performance period. As originally granted, this award was for 60,000 options (at target) with an exercise price of $228.94 per share. Pursuant to anti-dilution provisions of the Company's 2016 Equity and Performance-Based Incentive Compensation Plan, these options were adjusted to reflect the special dividend declared by the Company on July 22, 2022. On January 17, 2023, following completion of the performance period, the Compensation Committee certified performance at 125% of target, as reflected here. Three-fifths of these options will vest on March 6, 2023, with the remaining vesting ratably over the next two years. These options were previously inadvertently omitted. Read SEC document |
| December 31, 2022 Filed Jan 4, 2023 18:38 UTC |
SPOGLI RONALD PDirector
|
GrantCommon Stock | 125 | $280.19 | $35,023.75 |
DisclosureSEC source: 0001567619-23-000113 · doc1.xml · nonDerivative · entry 1 SPOGLI RONALD P · CIK 0000916867 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,588 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 1,588 deferred stock units. Read SEC document |
| December 31, 2022 Filed Jan 4, 2023 18:20 UTC |
WILLIAMS PAUL SDirector
|
GrantCommon Stock | 79 | $280.19 | $22,135.01 |
DisclosureSEC source: 0001567619-23-000107 · doc1.xml · nonDerivative · entry 1 WILLIAMS PAUL S · CIK 0001236458 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 577 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 577 deferred stock units. Read SEC document |
| December 31, 2022 Filed Jan 4, 2023 18:49 UTC |
HAVNER RONALD L JRDirector
|
GrantCommon Stock | 109 | $280.19 | $30,540.71 |
DisclosureSEC source: 0001567619-23-000117 · doc1.xml · nonDerivative · entry 1 HAVNER RONALD L JR · CIK 0001227384 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 63,640 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 53,750 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 |
| December 31, 2022 Filed Jan 4, 2023 13:43 UTC |
REYES JOHNDirector
|
GrantCommon Stock | 109 | $280.19 | $30,540.71 |
DisclosureSEC source: 0001567619-23-000115 · doc1.xml · nonDerivative · entry 1 REYES JOHN · CIK 0001227389 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 175,660 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 1,890 deferred stock units. Read SEC document |
| December 31, 2022 Filed Jan 4, 2023 18:31 UTC |
NEITHERCUT DAVID JDirector
|
GrantCommon Stock | 140 | $280.19 | $39,226.60 |
DisclosureSEC source: 0001567619-23-000111 · doc1.xml · nonDerivative · entry 1 NEITHERCUT DAVID J · CIK 0001219726 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,018 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 1,018 deferred stock units. Read SEC document |
| December 31, 2022 Filed Jan 4, 2023 18:26 UTC |
Owen Rebecca LDirector
|
GrantCommon Stock | 122 | $280.19 | $34,183.18 |
DisclosureSEC source: 0001567619-23-000109 · doc1.xml · nonDerivative · entry 1 Owen Rebecca L · CIK 0001331684 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 432 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 |
| December 31, 2022 Filed Jan 4, 2023 20:34 UTC |
Vitan Nathaniel A.Chief Legal Officer
|
Tax withholdingCommon Stock | 33 | $280.19 | $9,246.27 |
DisclosureSEC source: 0001567619-23-000198 · doc1.xml · nonDerivative · entry 2 Vitan Nathaniel A. · CIK 0001774586 · Chief Legal Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,652 F2 · balance_after: Includes 12,730 restricted stock units. Read SEC document |
| December 31, 2022 Filed Jan 4, 2023 20:34 UTC |
Vitan Nathaniel A.Chief Legal Officer
|
Tax withholdingCommon Stock | 41 | $280.19 | $11,487.79 |
DisclosureSEC source: 0001567619-23-000198 · doc1.xml · nonDerivative · entry 1 Vitan Nathaniel A. · CIK 0001774586 · Chief Legal Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,685 F1 · balance_after: Includes 12,810 restricted stock units. Read SEC document |
| December 31, 2022 Filed Jan 4, 2023 20:22 UTC |
Boyle TomChief Financial Officer
|
Tax withholdingCommon Stock | 62 | $280.19 | $17,371.78 |
DisclosureSEC source: 0001567619-23-000196 · doc1.xml · nonDerivative · entry 1 Boyle Tom · CIK 0001734897 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 28,335 F1 · balance_after: Includes 21,894 restricted stock units. Read SEC document |
| December 31, 2022 Filed Jan 4, 2023 18:14 UTC |
Mitra ShankhDirector
|
GrantCommon Stock | 122 | $280.19 | $34,183.18 |
DisclosureSEC source: 0001567619-23-000105 · doc1.xml · nonDerivative · entry 1 Mitra Shankh · CIK 0001698445 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,553 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 1, 2025 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 887 deferred stock units. Read SEC document |
| December 22, 2022 Filed Dec 23, 2022 20:56 UTC |
GUSTAVSON TAMARA HUGHESDirector · 10% owner
|
Exercise / conversionStock Option (Right to Buy) · Derivative | 5,163 | $0.00 Strike: $211.30 | $0.00 |
DisclosureSEC source: 0001567619-22-021985 · doc1.xml · derivative · entry 20 GUSTAVSON TAMARA HUGHES · CIK 0001322750 · Director · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 5,163 shares Expires 2029-04-24 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. F10 · security: Stock option granted pursuant to the 2016 Equity and Performance-Based Incentive Compensation Plan. Option vests in three (3) equal annual installments beginning one (1) year from grant date. F13 · derivative.exercise_price: This option was previously reported as an option for 5,000 shares of common stock at an exercise price of $218.22, but, pursuant to anti-dilution provisions of PSA's 2016 Equity and Performance-Based Incentive Compensation Plan, was adjusted to reflect the special dividend declared by PSA on July 22, 2022. F13 · shares: This option was previously reported as an option for 5,000 shares of common stock at an exercise price of $218.22, but, pursuant to anti-dilution provisions of PSA's 2016 Equity and Performance-Based Incentive Compensation Plan, was adjusted to reflect the special dividend declared by PSA on July 22, 2022. F13 · derivative.underlying_shares: This option was previously reported as an option for 5,000 shares of common stock at an exercise price of $218.22, but, pursuant to anti-dilution provisions of PSA's 2016 Equity and Performance-Based Incentive Compensation Plan, was adjusted to reflect the special dividend declared by PSA on July 22, 2022. Read SEC document |
| December 22, 2022 Filed Dec 23, 2022 20:56 UTC |
GUSTAVSON TAMARA HUGHESDirector · 10% owner
|
Exercise / conversionStock Option (Right to Buy) · Derivative | 5,163 | $0.00 Strike: $187.57 | $0.00 |
DisclosureSEC source: 0001567619-22-021985 · doc1.xml · derivative · entry 19 GUSTAVSON TAMARA HUGHES · CIK 0001322750 · Director · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 5,163 shares Expires 2028-04-25 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. F10 · security: Stock option granted pursuant to the 2016 Equity and Performance-Based Incentive Compensation Plan. Option vests in three (3) equal annual installments beginning one (1) year from grant date. F12 · derivative.exercise_price: This option was previously reported as an option for 5,000 shares of common stock at an exercise price of $193.71, but, pursuant to anti-dilution provisions of PSA's 2016 Equity and Performance-Based Incentive Compensation Plan, was adjusted to reflect the special dividend declared by PSA on July 22, 2022. F12 · shares: This option was previously reported as an option for 5,000 shares of common stock at an exercise price of $193.71, but, pursuant to anti-dilution provisions of PSA's 2016 Equity and Performance-Based Incentive Compensation Plan, was adjusted to reflect the special dividend declared by PSA on July 22, 2022. F12 · derivative.underlying_shares: This option was previously reported as an option for 5,000 shares of common stock at an exercise price of $193.71, but, pursuant to anti-dilution provisions of PSA's 2016 Equity and Performance-Based Incentive Compensation Plan, was adjusted to reflect the special dividend declared by PSA on July 22, 2022. Read SEC document |
| December 22, 2022 Filed Dec 23, 2022 20:56 UTC |
GUSTAVSON TAMARA HUGHESDirector · 10% owner
|
Exercise / conversionStock Option (Right to Buy) · Derivative | 5,163 | $0.00 Strike: $216.83 | $0.00 |
DisclosureSEC source: 0001567619-22-021985 · doc1.xml · derivative · entry 18 GUSTAVSON TAMARA HUGHES · CIK 0001322750 · Director · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 5,163 shares Expires 2027-04-26 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. F10 · security: Stock option granted pursuant to the 2016 Equity and Performance-Based Incentive Compensation Plan. Option vests in three (3) equal annual installments beginning one (1) year from grant date. F11 · derivative.exercise_price: This option was previously reported as an option for 5,000 shares of common stock at an exercise price of $223.93, but, pursuant to anti-dilution provisions of PSA's 2016 Equity and Performance-Based Incentive Compensation Plan, was adjusted to reflect the special dividend declared by PSA on July 22, 2022. F11 · shares: This option was previously reported as an option for 5,000 shares of common stock at an exercise price of $223.93, but, pursuant to anti-dilution provisions of PSA's 2016 Equity and Performance-Based Incentive Compensation Plan, was adjusted to reflect the special dividend declared by PSA on July 22, 2022. F11 · derivative.underlying_shares: This option was previously reported as an option for 5,000 shares of common stock at an exercise price of $223.93, but, pursuant to anti-dilution provisions of PSA's 2016 Equity and Performance-Based Incentive Compensation Plan, was adjusted to reflect the special dividend declared by PSA on July 22, 2022. Read SEC document |
| December 22, 2022 Filed Dec 23, 2022 20:56 UTC |
GUSTAVSON TAMARA HUGHESDirector · 10% owner
|
Exercise / conversionStock Option (Right to Buy) · Derivative | 5,163 | $0.00 Strike: $250.29 | $0.00 |
DisclosureSEC source: 0001567619-22-021985 · doc1.xml · derivative · entry 17 GUSTAVSON TAMARA HUGHES · CIK 0001322750 · Director · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 5,163 shares Expires 2026-04-25 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. F5 · 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. F9 · derivative.exercise_price: This option was previously reported as an option for 5,000 shares of common stock at an exercise price of $258.49, but, pursuant to anti-dilution provisions of PSA's 2007 Equity and Performance-Based Incentive Compensation Plan, was adjusted to reflect the special dividend declared by PSA on July 22, 2022. F9 · shares: This option was previously reported as an option for 5,000 shares of common stock at an exercise price of $258.49, but, pursuant to anti-dilution provisions of PSA's 2007 Equity and Performance-Based Incentive Compensation Plan, was adjusted to reflect the special dividend declared by PSA on July 22, 2022. F9 · derivative.underlying_shares: This option was previously reported as an option for 5,000 shares of common stock at an exercise price of $258.49, but, pursuant to anti-dilution provisions of PSA's 2007 Equity and Performance-Based Incentive Compensation Plan, was adjusted to reflect the special dividend declared by PSA on July 22, 2022. Read SEC document |
| December 22, 2022 Filed Dec 23, 2022 20:56 UTC |
GUSTAVSON TAMARA HUGHESDirector · 10% owner
|
Exercise / conversionStock Option (Right to Buy) · Derivative | 5,163 | $0.00 Strike: $181.95 | $0.00 |
DisclosureSEC source: 0001567619-22-021985 · doc1.xml · derivative · entry 16 GUSTAVSON TAMARA HUGHES · CIK 0001322750 · Director · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 5,163 shares Expires 2025-04-30 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. F5 · 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. F8 · derivative.exercise_price: This option was previously reported as an option for 5,000 shares of common stock at an exercise price of $187.91, but, pursuant to anti-dilution provisions of PSA's 2007 Equity and Performance-Based Incentive Compensation Plan, was adjusted to reflect the special dividend declared by PSA on July 22, 2022. F8 · shares: This option was previously reported as an option for 5,000 shares of common stock at an exercise price of $187.91, but, pursuant to anti-dilution provisions of PSA's 2007 Equity and Performance-Based Incentive Compensation Plan, was adjusted to reflect the special dividend declared by PSA on July 22, 2022. F8 · derivative.underlying_shares: This option was previously reported as an option for 5,000 shares of common stock at an exercise price of $187.91, but, pursuant to anti-dilution provisions of PSA's 2007 Equity and Performance-Based Incentive Compensation Plan, was adjusted to reflect the special dividend declared by PSA on July 22, 2022. Read SEC document |
| December 22, 2022 Filed Dec 23, 2022 20:56 UTC |
GUSTAVSON TAMARA HUGHESDirector · 10% owner
|
Exercise / conversionStock Option (Right to Buy) · Derivative | 5,163 | $0.00 Strike: $170.60 | $0.00 |
DisclosureSEC source: 0001567619-22-021985 · doc1.xml · derivative · entry 15 GUSTAVSON TAMARA HUGHES · CIK 0001322750 · Director · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 5,163 shares Expires 2024-05-01 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F5 · 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. F7 · derivative.exercise_price: This option was previously reported as an option for 5,000 shares of common stock at an exercise price of $176.19, but, pursuant to anti-dilution provisions of PSA's 2007 Equity and Performance-Based Incentive Compensation Plan, was adjusted to reflect the special dividend declared by PSA on July 22, 2022. F7 · shares: This option was previously reported as an option for 5,000 shares of common stock at an exercise price of $176.19, but, pursuant to anti-dilution provisions of PSA's 2007 Equity and Performance-Based Incentive Compensation Plan, was adjusted to reflect the special dividend declared by PSA on July 22, 2022. F7 · derivative.underlying_shares: This option was previously reported as an option for 5,000 shares of common stock at an exercise price of $176.19, but, pursuant to anti-dilution provisions of PSA's 2007 Equity and Performance-Based Incentive Compensation Plan, was adjusted to reflect the special dividend declared by PSA on July 22, 2022. Read SEC document |
| December 22, 2022 Filed Dec 23, 2022 20:56 UTC |
GUSTAVSON TAMARA HUGHESDirector · 10% owner
|
Exercise / conversionStock Option (Right to Buy) · Derivative | 5,163 | $0.00 Strike: $159.40 | $0.00 |
DisclosureSEC source: 0001567619-22-021985 · doc1.xml · derivative · entry 14 GUSTAVSON TAMARA HUGHES · CIK 0001322750 · Director · 10% owner 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. F5 · 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. F6 · 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 PSA's 2007 Equity and Performance-Based Incentive Compensation Plan, was adjusted to reflect the special dividend declared by PSA on July 22, 2022. F6 · 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 PSA's 2007 Equity and Performance-Based Incentive Compensation Plan, was adjusted to reflect the special dividend declared by PSA on July 22, 2022. F6 · 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 PSA's 2007 Equity and Performance-Based Incentive Compensation Plan, was adjusted to reflect the special dividend declared by PSA on July 22, 2022. Read SEC document |
| December 22, 2022 Filed Dec 23, 2022 20:56 UTC |
GUSTAVSON TAMARA HUGHESDirector · 10% owner
|
Exercise / conversionCommon Stock | 5,163 | $211.30 | $1,090,941.90 |
DisclosureSEC source: 0001567619-22-021985 · doc1.xml · nonDerivative · entry 7 GUSTAVSON TAMARA HUGHES · CIK 0001322750 · Director · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,150,617 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 |
| December 22, 2022 Filed Dec 23, 2022 20:56 UTC |
GUSTAVSON TAMARA HUGHESDirector · 10% owner
|
Exercise / conversionCommon Stock | 5,163 | $187.57 | $968,423.91 |
DisclosureSEC source: 0001567619-22-021985 · doc1.xml · nonDerivative · entry 6 GUSTAVSON TAMARA HUGHES · CIK 0001322750 · Director · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,145,454 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 |
| December 22, 2022 Filed Dec 23, 2022 20:56 UTC |
GUSTAVSON TAMARA HUGHESDirector · 10% owner
|
Exercise / conversionCommon Stock | 5,163 | $216.83 | $1,119,493.29 |
DisclosureSEC source: 0001567619-22-021985 · doc1.xml · nonDerivative · entry 5 GUSTAVSON TAMARA HUGHES · CIK 0001322750 · Director · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,140,291 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 |
| December 22, 2022 Filed Dec 23, 2022 20:56 UTC |
GUSTAVSON TAMARA HUGHESDirector · 10% owner
|
Exercise / conversionCommon Stock | 5,163 | $250.29 | $1,292,247.27 |
DisclosureSEC source: 0001567619-22-021985 · doc1.xml · nonDerivative · entry 4 GUSTAVSON TAMARA HUGHES · CIK 0001322750 · Director · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,135,128 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 |
| December 22, 2022 Filed Dec 23, 2022 20:56 UTC |
GUSTAVSON TAMARA HUGHESDirector · 10% owner
|
Exercise / conversionCommon Stock | 5,163 | $181.95 | $939,407.85 |
DisclosureSEC source: 0001567619-22-021985 · doc1.xml · nonDerivative · entry 3 GUSTAVSON TAMARA HUGHES · CIK 0001322750 · Director · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,129,965 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 |
| December 22, 2022 Filed Dec 23, 2022 20:56 UTC |
GUSTAVSON TAMARA HUGHESDirector · 10% owner
|
Exercise / conversionCommon Stock | 5,163 | $170.60 | $880,807.80 |
DisclosureSEC source: 0001567619-22-021985 · doc1.xml · nonDerivative · entry 2 GUSTAVSON TAMARA HUGHES · CIK 0001322750 · Director · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,124,802 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 |
| December 22, 2022 Filed Dec 23, 2022 20:56 UTC |
GUSTAVSON TAMARA HUGHESDirector · 10% owner
|
Exercise / conversionCommon Stock | 5,163 | $159.40 | $822,982.20 |
DisclosureSEC source: 0001567619-22-021985 · doc1.xml · nonDerivative · entry 1 GUSTAVSON TAMARA HUGHES · CIK 0001322750 · Director · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,119,639 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 |
| December 14, 2022 Filed Dec 16, 2022 16:39 UTC |
POLADIAN AVEDICK BARUYRDirector
|
GiftCommon Stock | 1,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001567619-22-021680 · doc1.xml · nonDerivative · entry 1 POLADIAN AVEDICK BARUYR · CIK 0001305254 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · As Trustee Disclosed balance after: 0 F1 · kind: Reflects the gift of common stock to a donor advised charitable fund. F2 · ownership.nature: By Avedick Poladian and Melinda Poladian as trustees of the A & M Poladian Family Trust. Read SEC document |
| December 12, 2022 Filed Dec 13, 2022 16:21 UTC |
RUSSELL JOSEPH D JRDirector · President and CEO
|
PurchaseCommon Stock | 2,500 | $297.65 | $744,137.00 |
DisclosureSEC source: 0001567619-22-021541 · 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: 45,982 F1 · price: Represents weighted average price. These shares were purchased at prices ranging between $297.15 and $297.875. Full information regarding the number of shares purchased at each separate price will be provided by the reporting person upon request to the staff of the Securities and Exchange Commission, the issuer, or a security holder of the issuer. F2 · balance_after: Includes 33,075 restricted stock units. Read SEC document |
| September 30, 2022 Filed Oct 3, 2022 18:11 UTC |
SPOGLI RONALD PDirector
|
GrantCommon Stock | 120 | $292.81 | $35,137.20 |
DisclosureSEC source: 0001567619-22-018030 · doc1.xml · nonDerivative · entry 1 SPOGLI RONALD P · CIK 0000916867 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,463 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 1,463 deferred stock units. Read SEC document |
| September 30, 2022 Filed Oct 3, 2022 18:21 UTC |
WILLIAMS PAUL SDirector
|
GrantCommon Stock | 75 | $292.81 | $21,960.75 |
DisclosureSEC source: 0001567619-22-018036 · doc1.xml · nonDerivative · entry 1 WILLIAMS PAUL S · CIK 0001236458 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 498 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 498 deferred stock units. Read SEC document |
| September 30, 2022 Filed Oct 3, 2022 16:45 UTC |
HAVNER RONALD L JRDirector
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GrantCommon Stock | 102 | $292.81 | $29,866.62 |
DisclosureSEC source: 0001567619-22-018024 · doc1.xml · nonDerivative · entry 1 HAVNER RONALD L JR · CIK 0001227384 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 63,531 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 53,750 restricted stock units and 1,781 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 |
| September 30, 2022 Filed Oct 3, 2022 12:55 UTC |
REYES JOHNDirector
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GrantCommon Stock | 102 | $292.81 | $29,866.62 |
DisclosureSEC source: 0001567619-22-018026 · doc1.xml · nonDerivative · entry 1 REYES JOHN · CIK 0001227389 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 175,551 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 1,781 deferred stock units. Read SEC document |
| September 30, 2022 Filed Oct 3, 2022 18:14 UTC |
NEITHERCUT DAVID JDirector
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GrantCommon Stock | 132 | $292.81 | $38,650.92 |
DisclosureSEC source: 0001567619-22-018032 · doc1.xml · nonDerivative · entry 1 NEITHERCUT DAVID J · CIK 0001219726 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 878 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 878 deferred stock units. Read SEC document |
| September 30, 2022 Filed Oct 3, 2022 18:17 UTC |
Owen Rebecca LDirector
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GrantCommon Stock | 115 | $292.81 | $33,673.15 |
DisclosureSEC source: 0001567619-22-018034 · doc1.xml · nonDerivative · entry 1 Owen Rebecca L · CIK 0001331684 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 310 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 |
| September 30, 2022 Filed Oct 3, 2022 18:23 UTC |
Mitra ShankhDirector
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GrantCommon Stock | 115 | $292.81 | $33,673.15 |
DisclosureSEC source: 0001567619-22-018038 · doc1.xml · nonDerivative · entry 1 Mitra Shankh · CIK 0001698445 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,431 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 1, 2025 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 765 deferred stock units. Read SEC document |
| August 22, 2022 Filed Aug 23, 2022 23:47 UTC |
GUSTAVSON TAMARA HUGHESDirector · 10% owner
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SaleCommon Stock | 23.59 | $350.00 | $8,256.50 |
DisclosureSEC source: 0001567619-22-016611 · doc1.xml · nonDerivative · entry 9 GUSTAVSON TAMARA HUGHES · CIK 0001322750 · Director · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · By BWH Investments 2019, LLC Disclosed balance after: 0 F1 · shares: Represents the reporting person's beneficial interest in shares sold by BWH Investments 2019, LLC. Read SEC document |
| August 22, 2022 Filed Aug 23, 2022 23:47 UTC |
GUSTAVSON TAMARA HUGHESDirector · 10% owner
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SaleCommon Stock | 62.51 | $348.85 | $21,806.61 |
DisclosureSEC source: 0001567619-22-016611 · doc1.xml · nonDerivative · entry 8 GUSTAVSON TAMARA HUGHES · CIK 0001322750 · Director · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · By BWH Investments 2019, LLC Disclosed balance after: 23.59 F1 · shares: Represents the reporting person's beneficial interest in shares sold by BWH Investments 2019, LLC. F9 · price: Represents weighted average price. These shares were sold at prices ranging between $348.57 and $349.23. Full information regarding the number of shares sold at each separate price will be provided by the reporting person upon request to the staff of the Securities and Exchange Commission, the issuer, or a security holder of the issuer. Read SEC document |
| August 22, 2022 Filed Aug 23, 2022 23:47 UTC |
GUSTAVSON TAMARA HUGHESDirector · 10% owner
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SaleCommon Stock | 81.59 | $348.17 | $28,407.19 |
DisclosureSEC source: 0001567619-22-016611 · doc1.xml · nonDerivative · entry 7 GUSTAVSON TAMARA HUGHES · CIK 0001322750 · Director · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · By BWH Investments 2019, LLC Disclosed balance after: 86.1 F1 · shares: Represents the reporting person's beneficial interest in shares sold by BWH Investments 2019, LLC. F8 · price: Represents weighted average price. These shares were sold at prices ranging between $347.59 and $348.54. Full information regarding the number of shares sold at each separate price will be provided by the reporting person upon request to the staff of the Securities and Exchange Commission, the issuer, or a security holder of the issuer. Read SEC document |
| August 22, 2022 Filed Aug 23, 2022 23:47 UTC |
GUSTAVSON TAMARA HUGHESDirector · 10% owner
|
SaleCommon Stock | 14 | $347.00 | $4,858.00 |
DisclosureSEC source: 0001567619-22-016611 · doc1.xml · nonDerivative · entry 6 GUSTAVSON TAMARA HUGHES · CIK 0001322750 · Director · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · By BWH Investments 2019, LLC Disclosed balance after: 167.69 F1 · shares: Represents the reporting person's beneficial interest in shares sold by BWH Investments 2019, LLC. F7 · price: Represents weighted average price. These shares were sold at prices ranging between $346.70 and $347.39. Full information regarding the number of shares sold at each separate price will be provided by the reporting person upon request to the staff of the Securities and Exchange Commission, the issuer, or a security holder of the issuer. Read SEC document |
| August 22, 2022 Filed Aug 23, 2022 23:47 UTC |
GUSTAVSON TAMARA HUGHESDirector · 10% owner
|
SaleCommon Stock | 20.9 | $346.04 | $7,232.24 |
DisclosureSEC source: 0001567619-22-016611 · doc1.xml · nonDerivative · entry 5 GUSTAVSON TAMARA HUGHES · CIK 0001322750 · Director · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · By BWH Investments 2019, LLC Disclosed balance after: 181.69 F1 · shares: Represents the reporting person's beneficial interest in shares sold by BWH Investments 2019, LLC. F6 · price: Represents weighted average price. These shares were sold at prices ranging between $345.56 and $346.41. Full information regarding the number of shares sold at each separate price will be provided by the reporting person upon request to the staff of the Securities and Exchange Commission, the issuer, or a security holder of the issuer. Read SEC document |
| August 19, 2022 Filed Aug 23, 2022 23:47 UTC |
GUSTAVSON TAMARA HUGHESDirector · 10% owner
|
SaleCommon Stock | 122.17 | $353.15 | $43,144.34 |
DisclosureSEC source: 0001567619-22-016611 · doc1.xml · nonDerivative · entry 4 GUSTAVSON TAMARA HUGHES · CIK 0001322750 · Director · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · By BWH Investments 2019, LLC Disclosed balance after: 202.59 F1 · shares: Represents the reporting person's beneficial interest in shares sold by BWH Investments 2019, LLC. F5 · price: Represents weighted average price. These shares were sold at prices ranging between $353.02 and $353.46. Full information regarding the number of shares sold at each separate price will be provided by the reporting person upon request to the staff of the Securities and Exchange Commission, the issuer, or a security holder of the issuer. Read SEC document |
| August 19, 2022 Filed Aug 23, 2022 23:47 UTC |
GUSTAVSON TAMARA HUGHESDirector · 10% owner
|
SaleCommon Stock | 462.47 | $352.60 | $163,066.92 |
DisclosureSEC source: 0001567619-22-016611 · doc1.xml · nonDerivative · entry 3 GUSTAVSON TAMARA HUGHES · CIK 0001322750 · Director · 10% owner 10b5-1 filing: Not disclosed Ownership: Indirect · By BWH Investments 2019, LLC Disclosed balance after: 324.76 F1 · shares: Represents the reporting person's beneficial interest in shares sold by BWH Investments 2019, LLC. F4 · price: Represents weighted average price. These shares were sold at prices ranging between $352.02 and $353.015. Full information regarding the number of shares sold at each separate price will be provided by the reporting person upon request to the staff of the Securities and Exchange Commission, the issuer, or a security holder of the issuer. 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.