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0001393311
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Dec 202500
Jan 202600
Feb 202600
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Transaction dateOwner / reported roleActivity / securityShares / unitsReported priceReported valueDetails
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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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 Tax withholdingCommon Stock 1,525 $300.91 $458,887.75
Disclosure

SEC 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 Exercise / conversionStock Option (Right to Buy) · Derivative 103,275 $0.00 Strike: $147.19 $0.00
Disclosure

SEC 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 Exercise / conversionCommon Stock 103,275 $147.19 $15,201,047.25
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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 GrantCommon Stock 125 $280.19 $35,023.75
Disclosure

SEC 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 GrantCommon Stock 79 $280.19 $22,135.01
Disclosure

SEC 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 GrantCommon Stock 109 $280.19 $30,540.71
Disclosure

SEC 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
Disclosure

SEC 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 GrantCommon Stock 140 $280.19 $39,226.60
Disclosure

SEC 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 GrantCommon Stock 122 $280.19 $34,183.18
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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 GiftCommon Stock 1,000 $0.00 $0.00
Disclosure

SEC 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
Disclosure

SEC 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 GrantCommon Stock 120 $292.81 $35,137.20
Disclosure

SEC 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 GrantCommon Stock 75 $292.81 $21,960.75
Disclosure

SEC 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.

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September 30, 2022 Filed Oct 3, 2022 16:45 UTC GrantCommon Stock 102 $292.81 $29,866.62
Disclosure

SEC 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.

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September 30, 2022 Filed Oct 3, 2022 12:55 UTC
REYES JOHNDirector
GrantCommon Stock 102 $292.81 $29,866.62
Disclosure

SEC 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.

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September 30, 2022 Filed Oct 3, 2022 18:14 UTC GrantCommon Stock 132 $292.81 $38,650.92
Disclosure

SEC 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.

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September 30, 2022 Filed Oct 3, 2022 18:17 UTC GrantCommon Stock 115 $292.81 $33,673.15
Disclosure

SEC 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.

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September 30, 2022 Filed Oct 3, 2022 18:23 UTC
Mitra ShankhDirector
GrantCommon Stock 115 $292.81 $33,673.15
Disclosure

SEC 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.

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August 22, 2022 Filed Aug 23, 2022 23:47 UTC
GUSTAVSON TAMARA HUGHESDirector · 10% owner
SaleCommon Stock 23.59 $350.00 $8,256.50
Disclosure

SEC 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.

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August 22, 2022 Filed Aug 23, 2022 23:47 UTC
GUSTAVSON TAMARA HUGHESDirector · 10% owner
SaleCommon Stock 62.51 $348.85 $21,806.61
Disclosure

SEC 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.

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August 22, 2022 Filed Aug 23, 2022 23:47 UTC
GUSTAVSON TAMARA HUGHESDirector · 10% owner
SaleCommon Stock 81.59 $348.17 $28,407.19
Disclosure

SEC 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.

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August 22, 2022 Filed Aug 23, 2022 23:47 UTC
GUSTAVSON TAMARA HUGHESDirector · 10% owner
SaleCommon Stock 14 $347.00 $4,858.00
Disclosure

SEC 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.

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August 22, 2022 Filed Aug 23, 2022 23:47 UTC
GUSTAVSON TAMARA HUGHESDirector · 10% owner
SaleCommon Stock 20.9 $346.04 $7,232.24
Disclosure

SEC 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.

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August 19, 2022 Filed Aug 23, 2022 23:47 UTC
GUSTAVSON TAMARA HUGHESDirector · 10% owner
SaleCommon Stock 122.17 $353.15 $43,144.34
Disclosure

SEC 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.

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August 19, 2022 Filed Aug 23, 2022 23:47 UTC
GUSTAVSON TAMARA HUGHESDirector · 10% owner
SaleCommon Stock 462.47 $352.60 $163,066.92
Disclosure

SEC 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.

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Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.