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 |
|---|---|---|---|---|---|---|
| March 05, 2024 Filed Mar 7, 2024 20:35 UTC |
RUSSELL JOSEPH D JRDirector · President and CEO
|
GrantAO LTIP Units · Derivative | 28,155 | $0.00 Strike: $279.51 | $0.00 |
DisclosureSEC source: 0001393311-24-000077 · wk-form4_1709861749.xml · derivative · entry 1 RUSSELL JOSEPH D JR · CIK 0001230471 · Director · President and CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 28,155 Underlying: Common Shares · 28,155 shares Expires 2034-03-04 F1 · security: Reflects an award of membership interests in Public Storage OP, L.P. ("Public Storage OP") designated as AO LTIP Units ("AO LTIP Units") granted pursuant to the Public Storage 2021 Equity and Performance-Based Incentive Compensation Plan. The AO LTIP Units vest in five (5) equal annual installments beginning one (1) year from the grant date. Vested AO LTIP Units are convertible at the reporting person's election into vested LTIP Units ("LTIP Units") of Public Storage OP, which are convertible, conditioned upon the satisfaction of minimum allocations to the capital accounts of the LTIP Units for federal income tax purposes, into Common Units in Public Storage OP ("OP Units"). OP Units may be exchanged by the reporting person for Public Storage common shares or the equivalent cash value of common shares, as determined by Public Storage. AO LTIP Units and LTIP Units are intended to qualify as profits interests for US federal income tax purposes. F2 · derivative.exercise_date: These AO LTIP Units become exercisable as to one-fifth on each of March 5, 2025, 2026, 2027, 2028, and 2029. Read SEC document |
| March 05, 2024 Filed Mar 8, 2024 01:41 UTC |
Vitan Nathaniel A.Chief Legal Officer
|
GrantAO LTIP Units · Derivative | 6,470 | $0.00 Strike: $279.51 | $0.00 |
DisclosureSEC source: 0001393311-24-000083 · wk-form4_1709862072.xml · derivative · entry 1 Vitan Nathaniel A. · CIK 0001774586 · Chief Legal Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 6,470 Underlying: Common Shares · 6,470 shares Expires 2034-03-04 F1 · security: Reflects an award of membership interests in Public Storage OP, L.P. ("Public Storage OP") designated as AO LTIP Units ("AO LTIP Units") granted pursuant to the Public Storage 2021 Equity and Performance-Based Incentive Compensation Plan. The AO LTIP Units vest in five (5) equal annual installments beginning one (1) year from the grant date. Vested AO LTIP Units are convertible at the reporting person's election into vested LTIP Units ("LTIP Units") of Public Storage OP, which are convertible, conditioned upon the satisfaction of minimum allocations to the capital accounts of the LTIP Units for federal income tax purposes, into Common Units in Public Storage OP ("OP Units"). OP Units may be exchanged by the reporting person for Public Storage common shares or the equivalent cash value of common shares, as determined by Public Storage. AO LTIP Units and LTIP Units are intended to qualify as profits interests for US federal income tax purposes. F2 · derivative.exercise_date: These AO LTIP Units become exercisable as to one-fifth on each of March 5, 2025, 2026, 2027, 2028, and 2029. Read SEC document |
| March 05, 2024 Filed Mar 8, 2024 01:37 UTC |
Boyle TomCFO and CIO
|
GrantAO LTIP Units · Derivative | 16,973 | $0.00 Strike: $279.51 | $0.00 |
DisclosureSEC source: 0001393311-24-000079 · wk-form4_1709861851.xml · derivative · entry 1 Boyle Tom · CIK 0001734897 · CFO and CIO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 16,973 Underlying: Common Shares · 16,973 shares Expires 2034-03-04 F1 · security: Reflects an award of membership interests in Public Storage OP, L.P. ("Public Storage OP") designated as AO LTIP Units ("AO LTIP Units") granted pursuant to the Public Storage 2021 Equity and Performance-Based Incentive Compensation Plan. The AO LTIP Units vest in five (5) equal annual installments beginning one (1) year from the grant date. Vested AO LTIP Units are convertible at the reporting person's election into vested LTIP Units ("LTIP Units") of Public Storage OP, which are convertible, conditioned upon the satisfaction of minimum allocations to the capital accounts of the LTIP Units for federal income tax purposes, into Common Units in Public Storage OP ("OP Units"). OP Units may be exchanged by the reporting person for Public Storage common shares or the equivalent cash value of common shares, as determined by Public Storage. AO LTIP Units and LTIP Units are intended to qualify as profits interests for US federal income tax purposes. F2 · derivative.exercise_date: These AO LTIP Units become exercisable as to one-fifth on each of March 5, 2025, 2026, 2027, 2028, and 2029. Read SEC document |
| March 04, 2024 Filed Mar 6, 2024 23:59 UTC |
HAVNER RONALD L JRDirector
|
GiftCommon Shares | 5,242 | $0.00 | $0.00 |
DisclosureSEC source: 0001393311-24-000061 · wk-form4_1709769581.xml · nonDerivative · entry 1 HAVNER RONALD L JR · CIK 0001227384 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 14,306 F1 · shares: Reflects transfer of shares to Mr. Havner's trust. F2 · balance_after: Includes 5,000 restricted share units and 2,306 deferred share units. Mr. Havner postponed receipt of 10,000 vested restricted share units granted February 19, 2015 with an original vesting date of April 1, 2016 in accordance with the following schedule: 10 equal installments over 10 years starting April 1, 2021 to April 1, 2030. 7,000 remain subject to deferred receipt and are also included here. Read SEC document |
| February 26, 2024 Filed Feb 29, 2024 00:15 UTC |
Johnson NataliaChief Administrative Officer
|
GrantAO LTIP Units · Derivative | 77,456 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001393311-24-000055 · wk-form4_1709165708.xml · derivative · entry 10 Johnson Natalia · CIK 0001726283 · Chief Administrative Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 77,456 Underlying: Common Shares · 77,456 shares Expires 2031-02-15 F10 · derivative.exercise_price: In exchange for each 2021 Canceled Option, the reporting person received a replacement award of AO LTIP Units, which AO LTIP Units are intended to qualify as profits interests for US federal income tax purposes. The AO LTIP Units are convertible at the reporting person's election into vested LTIP Units that are convertible into OP Units. The resulting OP Units may be exchanged by the reporting person for Common Shares or the equivalent cash value of Common Shares, as determined by the Company. F10 · price: In exchange for each 2021 Canceled Option, the reporting person received a replacement award of AO LTIP Units, which AO LTIP Units are intended to qualify as profits interests for US federal income tax purposes. The AO LTIP Units are convertible at the reporting person's election into vested LTIP Units that are convertible into OP Units. The resulting OP Units may be exchanged by the reporting person for Common Shares or the equivalent cash value of Common Shares, as determined by the Company. F10 · derivative.exercise_date: In exchange for each 2021 Canceled Option, the reporting person received a replacement award of AO LTIP Units, which AO LTIP Units are intended to qualify as profits interests for US federal income tax purposes. The AO LTIP Units are convertible at the reporting person's election into vested LTIP Units that are convertible into OP Units. The resulting OP Units may be exchanged by the reporting person for Common Shares or the equivalent cash value of Common Shares, as determined by the Company. Read SEC document |
| February 26, 2024 Filed Feb 29, 2024 00:15 UTC |
Johnson NataliaChief Administrative Officer
|
Disposition to issuerStock Option (Right to Buy) · Derivative | 77,456 | Not disclosed Strike: $222.66 | Not disclosed |
DisclosureSEC source: 0001393311-24-000055 · wk-form4_1709165708.xml · derivative · entry 9 Johnson Natalia · CIK 0001726283 · Chief Administrative Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Shares · 77,456 shares Expires 2031-02-15 F9 · price: On February 26, 2024, the Company canceled the option upon surrender to the Company by the reporting person (the "2021 Canceled Option"). Read SEC document |
| February 26, 2024 Filed Feb 29, 2024 00:15 UTC |
Johnson NataliaChief Administrative Officer
|
GrantAO LTIP Units · Derivative | 64,546 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001393311-24-000055 · wk-form4_1709165708.xml · derivative · entry 8 Johnson Natalia · CIK 0001726283 · Chief Administrative Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 64,546 Underlying: Common Shares · 64,546 shares Expires 2030-03-05 F8 · derivative.exercise_price: In exchange for each 2020 Canceled Option, the reporting person received a replacement award of AO LTIP Units, which AO LTIP Units are intended to qualify as profits interests for US federal income tax purposes. The AO LTIP Units are convertible at the reporting person's election into vested LTIP Units that are convertible into OP Units. The resulting OP Units may be exchanged by the reporting person for Common Shares or the equivalent cash value of Common Shares, as determined by the Company. F8 · price: In exchange for each 2020 Canceled Option, the reporting person received a replacement award of AO LTIP Units, which AO LTIP Units are intended to qualify as profits interests for US federal income tax purposes. The AO LTIP Units are convertible at the reporting person's election into vested LTIP Units that are convertible into OP Units. The resulting OP Units may be exchanged by the reporting person for Common Shares or the equivalent cash value of Common Shares, as determined by the Company. F8 · derivative.exercise_date: In exchange for each 2020 Canceled Option, the reporting person received a replacement award of AO LTIP Units, which AO LTIP Units are intended to qualify as profits interests for US federal income tax purposes. The AO LTIP Units are convertible at the reporting person's election into vested LTIP Units that are convertible into OP Units. The resulting OP Units may be exchanged by the reporting person for Common Shares or the equivalent cash value of Common Shares, as determined by the Company. Read SEC document |
| February 26, 2024 Filed Feb 29, 2024 00:15 UTC |
Johnson NataliaChief Administrative Officer
|
Disposition to issuerStock Option (Right to Buy) · Derivative | 64,546 | Not disclosed Strike: $221.68 | Not disclosed |
DisclosureSEC source: 0001393311-24-000055 · wk-form4_1709165708.xml · derivative · entry 7 Johnson Natalia · CIK 0001726283 · Chief Administrative Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Shares · 64,546 shares Expires 2030-03-05 F7 · price: On February 26, 2024, the Company canceled the option upon surrender to the Company by the reporting person (the "2020 Canceled Option"). Read SEC document |
| February 26, 2024 Filed Feb 29, 2024 00:15 UTC |
Johnson NataliaChief Administrative Officer
|
GrantAO LTIP Units · Derivative | 10,327 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001393311-24-000055 · wk-form4_1709165708.xml · derivative · entry 6 Johnson Natalia · CIK 0001726283 · Chief Administrative Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 10,327 Underlying: Common Shares · 10,327 shares Expires 2029-03-07 F6 · derivative.exercise_price: In exchange for each 2019 Canceled Option, the reporting person received a replacement award of AO LTIP Units, which AO LTIP Units are intended to qualify as profits interests for US federal income tax purposes. The AO LTIP Units are convertible at the reporting person's election into vested LTIP Units that are convertible into OP Units. The resulting OP Units may be exchanged by the reporting person for Common Shares or the equivalent cash value of Common Shares, as determined by the Company. F6 · price: In exchange for each 2019 Canceled Option, the reporting person received a replacement award of AO LTIP Units, which AO LTIP Units are intended to qualify as profits interests for US federal income tax purposes. The AO LTIP Units are convertible at the reporting person's election into vested LTIP Units that are convertible into OP Units. The resulting OP Units may be exchanged by the reporting person for Common Shares or the equivalent cash value of Common Shares, as determined by the Company. F6 · derivative.exercise_date: In exchange for each 2019 Canceled Option, the reporting person received a replacement award of AO LTIP Units, which AO LTIP Units are intended to qualify as profits interests for US federal income tax purposes. The AO LTIP Units are convertible at the reporting person's election into vested LTIP Units that are convertible into OP Units. The resulting OP Units may be exchanged by the reporting person for Common Shares or the equivalent cash value of Common Shares, as determined by the Company. Read SEC document |
| February 26, 2024 Filed Feb 29, 2024 00:15 UTC |
Johnson NataliaChief Administrative Officer
|
Disposition to issuerStock Option (Right to Buy) · Derivative | 10,327 | Not disclosed Strike: $207.52 | Not disclosed |
DisclosureSEC source: 0001393311-24-000055 · wk-form4_1709165708.xml · derivative · entry 5 Johnson Natalia · CIK 0001726283 · Chief Administrative Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Shares · 10,327 shares Expires 2029-03-07 F5 · derivative.exercise_price: This option was previously reported as an option for 10,000 common shares at an exercise price of $214.32, but, pursuant to anti-dilution provisions of the Company's 2016 Equity and Performance-Based Incentive Compensation Plan, was adjusted to reflect the special dividend declared by the Company on July 22, 2022. On February 26, 2024, the Company canceled the option upon surrender to the Company by the reporting person (the "2019 Canceled Option"). F5 · shares: This option was previously reported as an option for 10,000 common shares at an exercise price of $214.32, but, pursuant to anti-dilution provisions of the Company's 2016 Equity and Performance-Based Incentive Compensation Plan, was adjusted to reflect the special dividend declared by the Company on July 22, 2022. On February 26, 2024, the Company canceled the option upon surrender to the Company by the reporting person (the "2019 Canceled Option"). F5 · price: This option was previously reported as an option for 10,000 common shares at an exercise price of $214.32, but, pursuant to anti-dilution provisions of the Company's 2016 Equity and Performance-Based Incentive Compensation Plan, was adjusted to reflect the special dividend declared by the Company on July 22, 2022. On February 26, 2024, the Company canceled the option upon surrender to the Company by the reporting person (the "2019 Canceled Option"). F5 · derivative.underlying_shares: This option was previously reported as an option for 10,000 common shares at an exercise price of $214.32, but, pursuant to anti-dilution provisions of the Company's 2016 Equity and Performance-Based Incentive Compensation Plan, was adjusted to reflect the special dividend declared by the Company on July 22, 2022. On February 26, 2024, the Company canceled the option upon surrender to the Company by the reporting person (the "2019 Canceled Option"). Read SEC document |
| February 26, 2024 Filed Feb 29, 2024 00:15 UTC |
Johnson NataliaChief Administrative Officer
|
GrantAO LTIP Units · Derivative | 10,327 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001393311-24-000055 · wk-form4_1709165708.xml · derivative · entry 4 Johnson Natalia · CIK 0001726283 · Chief Administrative Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 10,327 Underlying: Common Shares · 10,327 shares Expires 2026-08-04 F4 · derivative.exercise_price: In exchange for each 2016 Canceled Option, the reporting person received a replacement award of membership interests in Public Storage OP designated as AO LTIP Units ("AO LTIP Units"), which AO LTIP Units are intended to qualify as profits interests for US federal income tax purposes. The AO LTIP Units are convertible at the reporting person's election into vested LTIP Units that are convertible into OP Units. The resulting OP Units may be exchanged by the reporting person for Common Shares or the equivalent cash value of Common Shares, as determined by the Company. F4 · price: In exchange for each 2016 Canceled Option, the reporting person received a replacement award of membership interests in Public Storage OP designated as AO LTIP Units ("AO LTIP Units"), which AO LTIP Units are intended to qualify as profits interests for US federal income tax purposes. The AO LTIP Units are convertible at the reporting person's election into vested LTIP Units that are convertible into OP Units. The resulting OP Units may be exchanged by the reporting person for Common Shares or the equivalent cash value of Common Shares, as determined by the Company. F4 · derivative.exercise_date: In exchange for each 2016 Canceled Option, the reporting person received a replacement award of membership interests in Public Storage OP designated as AO LTIP Units ("AO LTIP Units"), which AO LTIP Units are intended to qualify as profits interests for US federal income tax purposes. The AO LTIP Units are convertible at the reporting person's election into vested LTIP Units that are convertible into OP Units. The resulting OP Units may be exchanged by the reporting person for Common Shares or the equivalent cash value of Common Shares, as determined by the Company. Read SEC document |
| February 26, 2024 Filed Feb 29, 2024 00:15 UTC |
Johnson NataliaChief Administrative Officer
|
Disposition to issuerStock Option (Right to Buy) · Derivative | 10,327 | Not disclosed Strike: $225.38 | Not disclosed |
DisclosureSEC source: 0001393311-24-000055 · wk-form4_1709165708.xml · derivative · entry 3 Johnson Natalia · CIK 0001726283 · Chief Administrative Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Shares · 10,327 shares Expires 2026-08-04 F3 · derivative.exercise_price: This option was previously reported as an option for 10,000 common shares at an exercise price of $232.76, but, pursuant to anti-dilution provisions of the Company's 2016 Equity and Performance-Based Incentive Compensation Plan, was adjusted to reflect the special dividend declared by the Company on July 22, 2022. On February 26, 2024, the Company canceled the option upon surrender to the Company by the reporting person (the "2016 Canceled Option"). F3 · shares: This option was previously reported as an option for 10,000 common shares at an exercise price of $232.76, but, pursuant to anti-dilution provisions of the Company's 2016 Equity and Performance-Based Incentive Compensation Plan, was adjusted to reflect the special dividend declared by the Company on July 22, 2022. On February 26, 2024, the Company canceled the option upon surrender to the Company by the reporting person (the "2016 Canceled Option"). F3 · price: This option was previously reported as an option for 10,000 common shares at an exercise price of $232.76, but, pursuant to anti-dilution provisions of the Company's 2016 Equity and Performance-Based Incentive Compensation Plan, was adjusted to reflect the special dividend declared by the Company on July 22, 2022. On February 26, 2024, the Company canceled the option upon surrender to the Company by the reporting person (the "2016 Canceled Option"). F3 · derivative.underlying_shares: This option was previously reported as an option for 10,000 common shares at an exercise price of $232.76, but, pursuant to anti-dilution provisions of the Company's 2016 Equity and Performance-Based Incentive Compensation Plan, was adjusted to reflect the special dividend declared by the Company on July 22, 2022. On February 26, 2024, the Company canceled the option upon surrender to the Company by the reporting person (the "2016 Canceled Option"). Read SEC document |
| February 26, 2024 Filed Feb 29, 2024 00:15 UTC |
Johnson NataliaChief Administrative Officer
|
GrantLTIP Units · Derivative | 11,310 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001393311-24-000055 · wk-form4_1709165708.xml · derivative · entry 2 Johnson Natalia · CIK 0001726283 · Chief Administrative Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 11,310 Underlying: Common Shares · 11,310 shares Expires not disclosed F2 · derivative.exercise_price: In exchange for the Canceled RSUs, the reporting person received a replacement award of membership interests in Public Storage OP, L.P. ("Public Storage OP"), a subsidiary of the Company, designated as LTIP Units ("LTIP Units"), which LTIP Units are intended to qualify as profits interests for US federal income tax purposes. The vesting schedule for each LTIP Unit is the same as the vesting schedule for the corresponding Canceled RSU. The LTIP Units, if and as they become vested, are convertible, conditioned upon the satisfaction of minimum allocations to the capital accounts of the LTIP Units for federal income tax purposes, into Common Units in Public Storage OP ("OP Units"). The resulting OP Units may be exchanged by the reporting person for Common Shares or the equivalent cash value of Common Shares, as determined by the Company. F2 · price: In exchange for the Canceled RSUs, the reporting person received a replacement award of membership interests in Public Storage OP, L.P. ("Public Storage OP"), a subsidiary of the Company, designated as LTIP Units ("LTIP Units"), which LTIP Units are intended to qualify as profits interests for US federal income tax purposes. The vesting schedule for each LTIP Unit is the same as the vesting schedule for the corresponding Canceled RSU. The LTIP Units, if and as they become vested, are convertible, conditioned upon the satisfaction of minimum allocations to the capital accounts of the LTIP Units for federal income tax purposes, into Common Units in Public Storage OP ("OP Units"). The resulting OP Units may be exchanged by the reporting person for Common Shares or the equivalent cash value of Common Shares, as determined by the Company. F2 · derivative.exercise_date: In exchange for the Canceled RSUs, the reporting person received a replacement award of membership interests in Public Storage OP, L.P. ("Public Storage OP"), a subsidiary of the Company, designated as LTIP Units ("LTIP Units"), which LTIP Units are intended to qualify as profits interests for US federal income tax purposes. The vesting schedule for each LTIP Unit is the same as the vesting schedule for the corresponding Canceled RSU. The LTIP Units, if and as they become vested, are convertible, conditioned upon the satisfaction of minimum allocations to the capital accounts of the LTIP Units for federal income tax purposes, into Common Units in Public Storage OP ("OP Units"). The resulting OP Units may be exchanged by the reporting person for Common Shares or the equivalent cash value of Common Shares, as determined by the Company. F2 · derivative.expiration_date: In exchange for the Canceled RSUs, the reporting person received a replacement award of membership interests in Public Storage OP, L.P. ("Public Storage OP"), a subsidiary of the Company, designated as LTIP Units ("LTIP Units"), which LTIP Units are intended to qualify as profits interests for US federal income tax purposes. The vesting schedule for each LTIP Unit is the same as the vesting schedule for the corresponding Canceled RSU. The LTIP Units, if and as they become vested, are convertible, conditioned upon the satisfaction of minimum allocations to the capital accounts of the LTIP Units for federal income tax purposes, into Common Units in Public Storage OP ("OP Units"). The resulting OP Units may be exchanged by the reporting person for Common Shares or the equivalent cash value of Common Shares, as determined by the Company. Read SEC document |
| February 26, 2024 Filed Feb 29, 2024 00:15 UTC |
Johnson NataliaChief Administrative Officer
|
Disposition to issuerCommon Shares | 11,310 | $0.00 | $0.00 |
DisclosureSEC source: 0001393311-24-000055 · wk-form4_1709165708.xml · nonDerivative · entry 1 Johnson Natalia · CIK 0001726283 · Chief Administrative Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 8,110 F1 · shares: These restricted share units (the "RSUs") in respect of common shares, par value $0.10 per share ("Common Shares"), of Public Storage (the "Company") were previously granted to the reporting person and provided for time-based vesting. On February 26, 2024, the Company canceled the unvested RSUs upon surrender to the Company by the reporting person (the "Canceled RSUs"). Read SEC document |
| February 26, 2024 Filed Feb 28, 2024 19:17 UTC |
RUSSELL JOSEPH D JRDirector · President and CEO
|
GrantAO LTIP Units · Derivative | 123,930 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001393311-24-000057 · wk-form4_1709165836.xml · derivative · entry 12 RUSSELL JOSEPH D JR · CIK 0001230471 · Director · President and CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 123,930 Underlying: Common Shares · 123,930 shares Expires 2031-02-15 F12 · derivative.exercise_price: In exchange for each 2021 Canceled Option, the reporting person received a replacement award of AO LTIP Units, which AO LTIP Units are intended to qualify as profits interests for US federal income tax purposes. The AO LTIP Units are convertible at the reporting person's election into vested LTIP Units that are convertible into OP Units. The resulting OP Units may be exchanged by the reporting person for Common Shares or the equivalent cash value of Common Shares, as determined by the Company. F12 · price: In exchange for each 2021 Canceled Option, the reporting person received a replacement award of AO LTIP Units, which AO LTIP Units are intended to qualify as profits interests for US federal income tax purposes. The AO LTIP Units are convertible at the reporting person's election into vested LTIP Units that are convertible into OP Units. The resulting OP Units may be exchanged by the reporting person for Common Shares or the equivalent cash value of Common Shares, as determined by the Company. F12 · derivative.exercise_date: In exchange for each 2021 Canceled Option, the reporting person received a replacement award of AO LTIP Units, which AO LTIP Units are intended to qualify as profits interests for US federal income tax purposes. The AO LTIP Units are convertible at the reporting person's election into vested LTIP Units that are convertible into OP Units. The resulting OP Units may be exchanged by the reporting person for Common Shares or the equivalent cash value of Common Shares, as determined by the Company. Read SEC document |
| February 26, 2024 Filed Feb 28, 2024 19:17 UTC |
RUSSELL JOSEPH D JRDirector · President and CEO
|
Disposition to issuerStock Option (Right to Buy) · Derivative | 123,930 | Not disclosed Strike: $222.66 | Not disclosed |
DisclosureSEC source: 0001393311-24-000057 · wk-form4_1709165836.xml · derivative · entry 11 RUSSELL JOSEPH D JR · CIK 0001230471 · Director · President and CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Shares · 123,930 shares Expires 2031-02-15 F11 · price: On February 26, 2024, the Company canceled the option upon surrender to the Company by the reporting person (the "2021 Canceled Option"). Read SEC document |
| February 26, 2024 Filed Feb 28, 2024 19:17 UTC |
RUSSELL JOSEPH D JRDirector · President and CEO
|
GrantAO LTIP Units · Derivative | 103,275 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001393311-24-000057 · wk-form4_1709165836.xml · derivative · entry 10 RUSSELL JOSEPH D JR · CIK 0001230471 · Director · President and CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 103,275 Underlying: Common Shares · 103,275 shares Expires 2030-03-05 F10 · derivative.exercise_price: In exchange for each 2020 Canceled Option, the reporting person received a replacement award of AO LTIP Units, which AO LTIP Units are intended to qualify as profits interests for US federal income tax purposes. The AO LTIP Units are convertible at the reporting person's election into vested LTIP Units that are convertible into OP Units. The resulting OP Units may be exchanged by the reporting person for Common Shares or the equivalent cash value of Common Shares, as determined by the Company. F10 · price: In exchange for each 2020 Canceled Option, the reporting person received a replacement award of AO LTIP Units, which AO LTIP Units are intended to qualify as profits interests for US federal income tax purposes. The AO LTIP Units are convertible at the reporting person's election into vested LTIP Units that are convertible into OP Units. The resulting OP Units may be exchanged by the reporting person for Common Shares or the equivalent cash value of Common Shares, as determined by the Company. F10 · derivative.exercise_date: In exchange for each 2020 Canceled Option, the reporting person received a replacement award of AO LTIP Units, which AO LTIP Units are intended to qualify as profits interests for US federal income tax purposes. The AO LTIP Units are convertible at the reporting person's election into vested LTIP Units that are convertible into OP Units. The resulting OP Units may be exchanged by the reporting person for Common Shares or the equivalent cash value of Common Shares, as determined by the Company. Read SEC document |
| February 26, 2024 Filed Feb 28, 2024 19:17 UTC |
RUSSELL JOSEPH D JRDirector · President and CEO
|
Disposition to issuerStock Option (Right to Buy) · Derivative | 103,275 | Not disclosed Strike: $221.68 | Not disclosed |
DisclosureSEC source: 0001393311-24-000057 · wk-form4_1709165836.xml · derivative · entry 9 RUSSELL JOSEPH D JR · CIK 0001230471 · Director · President and CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Shares · 103,275 shares Expires 2030-03-05 F9 · price: On February 26, 2024, the Company canceled the option upon surrender to the Company by the reporting person (the "2020 Canceled Option"). Read SEC document |
| February 26, 2024 Filed Feb 28, 2024 19:17 UTC |
RUSSELL JOSEPH D JRDirector · President and CEO
|
GrantAO LTIP Units · Derivative | 20,655 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001393311-24-000057 · wk-form4_1709165836.xml · derivative · entry 8 RUSSELL JOSEPH D JR · CIK 0001230471 · Director · President and CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 20,655 Underlying: Common Shares · 20,655 shares Expires 2029-03-07 F8 · derivative.exercise_price: In exchange for each 2019 Canceled Option, the reporting person received a replacement award of AO LTIP Units, which AO LTIP Units are intended to qualify as profits interests for US federal income tax purposes. The AO LTIP Units are convertible at the reporting person's election into vested LTIP Units that are convertible into OP Units. The resulting OP Units may be exchanged by the reporting person for Common Shares or the equivalent cash value of Common Shares, as determined by the Company. F8 · price: In exchange for each 2019 Canceled Option, the reporting person received a replacement award of AO LTIP Units, which AO LTIP Units are intended to qualify as profits interests for US federal income tax purposes. The AO LTIP Units are convertible at the reporting person's election into vested LTIP Units that are convertible into OP Units. The resulting OP Units may be exchanged by the reporting person for Common Shares or the equivalent cash value of Common Shares, as determined by the Company. F8 · derivative.exercise_date: In exchange for each 2019 Canceled Option, the reporting person received a replacement award of AO LTIP Units, which AO LTIP Units are intended to qualify as profits interests for US federal income tax purposes. The AO LTIP Units are convertible at the reporting person's election into vested LTIP Units that are convertible into OP Units. The resulting OP Units may be exchanged by the reporting person for Common Shares or the equivalent cash value of Common Shares, as determined by the Company. Read SEC document |
| February 26, 2024 Filed Feb 28, 2024 19:17 UTC |
RUSSELL JOSEPH D JRDirector · President and CEO
|
Disposition to issuerStock Option (Right to Buy) · Derivative | 20,655 | Not disclosed Strike: $207.52 | Not disclosed |
DisclosureSEC source: 0001393311-24-000057 · wk-form4_1709165836.xml · derivative · entry 7 RUSSELL JOSEPH D JR · CIK 0001230471 · Director · President and CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Shares · 20,655 shares Expires 2029-03-07 F7 · derivative.exercise_price: This option was previously reported as an option for 20,000 common shares at an exercise price of $214.32, but, pursuant to anti-dilution provisions of the Company's 2016 Equity and Performance-Based Incentive Compensation Plan, was adjusted to reflect the special dividend declared by the Company on July 22, 2022. On February 26, 2024, the Company canceled the option upon surrender to the Company by the reporting person (the "2019 Canceled Option"). F7 · shares: This option was previously reported as an option for 20,000 common shares at an exercise price of $214.32, but, pursuant to anti-dilution provisions of the Company's 2016 Equity and Performance-Based Incentive Compensation Plan, was adjusted to reflect the special dividend declared by the Company on July 22, 2022. On February 26, 2024, the Company canceled the option upon surrender to the Company by the reporting person (the "2019 Canceled Option"). F7 · price: This option was previously reported as an option for 20,000 common shares at an exercise price of $214.32, but, pursuant to anti-dilution provisions of the Company's 2016 Equity and Performance-Based Incentive Compensation Plan, was adjusted to reflect the special dividend declared by the Company on July 22, 2022. On February 26, 2024, the Company canceled the option upon surrender to the Company by the reporting person (the "2019 Canceled Option"). F7 · derivative.underlying_shares: This option was previously reported as an option for 20,000 common shares at an exercise price of $214.32, but, pursuant to anti-dilution provisions of the Company's 2016 Equity and Performance-Based Incentive Compensation Plan, was adjusted to reflect the special dividend declared by the Company on July 22, 2022. On February 26, 2024, the Company canceled the option upon surrender to the Company by the reporting person (the "2019 Canceled Option"). Read SEC document |
| February 26, 2024 Filed Feb 28, 2024 19:17 UTC |
RUSSELL JOSEPH D JRDirector · President and CEO
|
GrantAO LTIP Units · Derivative | 20,655 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001393311-24-000057 · wk-form4_1709165836.xml · derivative · entry 6 RUSSELL JOSEPH D JR · CIK 0001230471 · Director · President and CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 20,655 Underlying: Common Shares · 20,655 shares Expires 2027-03-09 F6 · derivative.exercise_price: In exchange for each 2017 Canceled Option, the reporting person received a replacement award of AO LTIP Units, which AO LTIP Units are intended to qualify as profits interests for US federal income tax purposes. The AO LTIP Units are convertible at the reporting person's election into vested LTIP Units that are convertible into OP Units. The resulting OP Units may be exchanged by the reporting person for Common Shares or the equivalent cash value of Common Shares, as determined by the Company. F6 · price: In exchange for each 2017 Canceled Option, the reporting person received a replacement award of AO LTIP Units, which AO LTIP Units are intended to qualify as profits interests for US federal income tax purposes. The AO LTIP Units are convertible at the reporting person's election into vested LTIP Units that are convertible into OP Units. The resulting OP Units may be exchanged by the reporting person for Common Shares or the equivalent cash value of Common Shares, as determined by the Company. F6 · derivative.exercise_date: In exchange for each 2017 Canceled Option, the reporting person received a replacement award of AO LTIP Units, which AO LTIP Units are intended to qualify as profits interests for US federal income tax purposes. The AO LTIP Units are convertible at the reporting person's election into vested LTIP Units that are convertible into OP Units. The resulting OP Units may be exchanged by the reporting person for Common Shares or the equivalent cash value of Common Shares, as determined by the Company. Read SEC document |
| February 26, 2024 Filed Feb 28, 2024 19:17 UTC |
RUSSELL JOSEPH D JRDirector · President and CEO
|
Disposition to issuerStock Option (Right to Buy) · Derivative | 20,655 | Not disclosed Strike: $213.09 | Not disclosed |
DisclosureSEC source: 0001393311-24-000057 · wk-form4_1709165836.xml · derivative · entry 5 RUSSELL JOSEPH D JR · CIK 0001230471 · Director · President and CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Shares · 20,655 shares Expires 2027-03-09 F5 · derivative.exercise_price: This option was previously reported as an option for 20,000 common shares at an exercise price of $220.07, but, pursuant to anti-dilution provisions of the Company's 2016 Equity and Performance-Based Incentive Compensation Plan, was adjusted to reflect the special dividend declared by the Company on July 22, 2022. On February 26, 2024, the Company canceled the option upon surrender to the Company by the reporting person (the "2017 Canceled Option"). F5 · shares: This option was previously reported as an option for 20,000 common shares at an exercise price of $220.07, but, pursuant to anti-dilution provisions of the Company's 2016 Equity and Performance-Based Incentive Compensation Plan, was adjusted to reflect the special dividend declared by the Company on July 22, 2022. On February 26, 2024, the Company canceled the option upon surrender to the Company by the reporting person (the "2017 Canceled Option"). F5 · price: This option was previously reported as an option for 20,000 common shares at an exercise price of $220.07, but, pursuant to anti-dilution provisions of the Company's 2016 Equity and Performance-Based Incentive Compensation Plan, was adjusted to reflect the special dividend declared by the Company on July 22, 2022. On February 26, 2024, the Company canceled the option upon surrender to the Company by the reporting person (the "2017 Canceled Option"). F5 · derivative.underlying_shares: This option was previously reported as an option for 20,000 common shares at an exercise price of $220.07, but, pursuant to anti-dilution provisions of the Company's 2016 Equity and Performance-Based Incentive Compensation Plan, was adjusted to reflect the special dividend declared by the Company on July 22, 2022. On February 26, 2024, the Company canceled the option upon surrender to the Company by the reporting person (the "2017 Canceled Option"). Read SEC document |
| February 26, 2024 Filed Feb 28, 2024 19:17 UTC |
RUSSELL JOSEPH D JRDirector · President and CEO
|
GrantAO LTIP Units · Derivative | 25,818 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001393311-24-000057 · wk-form4_1709165836.xml · derivative · entry 4 RUSSELL JOSEPH D JR · CIK 0001230471 · Director · President and CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 25,818 Underlying: Common Shares · 25,818 shares Expires 2026-06-30 F4 · derivative.exercise_price: In exchange for each 2016 Canceled Option, the reporting person received a replacement award of membership interests in Public Storage OP designated as AO LTIP Units ("AO LTIP Units"), which AO LTIP Units are intended to qualify as profits interests for US federal income tax purposes. The AO LTIP Units are convertible at the reporting person's election into vested LTIP Units that are convertible into OP Units. The resulting OP Units may be exchanged by the reporting person for Common Shares or the equivalent cash value of Common Shares, as determined by the Company. F4 · price: In exchange for each 2016 Canceled Option, the reporting person received a replacement award of membership interests in Public Storage OP designated as AO LTIP Units ("AO LTIP Units"), which AO LTIP Units are intended to qualify as profits interests for US federal income tax purposes. The AO LTIP Units are convertible at the reporting person's election into vested LTIP Units that are convertible into OP Units. The resulting OP Units may be exchanged by the reporting person for Common Shares or the equivalent cash value of Common Shares, as determined by the Company. F4 · derivative.exercise_date: In exchange for each 2016 Canceled Option, the reporting person received a replacement award of membership interests in Public Storage OP designated as AO LTIP Units ("AO LTIP Units"), which AO LTIP Units are intended to qualify as profits interests for US federal income tax purposes. The AO LTIP Units are convertible at the reporting person's election into vested LTIP Units that are convertible into OP Units. The resulting OP Units may be exchanged by the reporting person for Common Shares or the equivalent cash value of Common Shares, as determined by the Company. Read SEC document |
| February 26, 2024 Filed Feb 28, 2024 19:17 UTC |
RUSSELL JOSEPH D JRDirector · President and CEO
|
Disposition to issuerStock Option (Right to Buy) · Derivative | 25,818 | Not disclosed Strike: $245.79 | Not disclosed |
DisclosureSEC source: 0001393311-24-000057 · wk-form4_1709165836.xml · derivative · entry 3 RUSSELL JOSEPH D JR · CIK 0001230471 · Director · President and CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Shares · 25,818 shares Expires 2026-06-30 F3 · derivative.exercise_price: This option was previously reported as an option for 25,000 common shares at an exercise price of $253.84, but, pursuant to anti-dilution provisions of the Company's 2016 Equity and Performance-Based Incentive Compensation Plan, was adjusted to reflect the special dividend declared by the Company on July 22, 2022. On February 26, 2024, the Company canceled the option upon surrender to the Company by the reporting person (the "2016 Canceled Option"). F3 · shares: This option was previously reported as an option for 25,000 common shares at an exercise price of $253.84, but, pursuant to anti-dilution provisions of the Company's 2016 Equity and Performance-Based Incentive Compensation Plan, was adjusted to reflect the special dividend declared by the Company on July 22, 2022. On February 26, 2024, the Company canceled the option upon surrender to the Company by the reporting person (the "2016 Canceled Option"). F3 · price: This option was previously reported as an option for 25,000 common shares at an exercise price of $253.84, but, pursuant to anti-dilution provisions of the Company's 2016 Equity and Performance-Based Incentive Compensation Plan, was adjusted to reflect the special dividend declared by the Company on July 22, 2022. On February 26, 2024, the Company canceled the option upon surrender to the Company by the reporting person (the "2016 Canceled Option"). F3 · derivative.underlying_shares: This option was previously reported as an option for 25,000 common shares at an exercise price of $253.84, but, pursuant to anti-dilution provisions of the Company's 2016 Equity and Performance-Based Incentive Compensation Plan, was adjusted to reflect the special dividend declared by the Company on July 22, 2022. On February 26, 2024, the Company canceled the option upon surrender to the Company by the reporting person (the "2016 Canceled Option"). Read SEC document |
| February 26, 2024 Filed Feb 28, 2024 19:17 UTC |
RUSSELL JOSEPH D JRDirector · President and CEO
|
GrantLTIP Units · Derivative | 23,725 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001393311-24-000057 · wk-form4_1709165836.xml · derivative · entry 2 RUSSELL JOSEPH D JR · CIK 0001230471 · Director · President and CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 23,725 Underlying: Common Shares · 23,725 shares Expires not disclosed F2 · derivative.exercise_price: In exchange for the Canceled RSUs, the reporting person received a replacement award of membership interests in Public Storage OP, L.P. ("Public Storage OP"), a subsidiary of the Company, designated as LTIP Units ("LTIP Units"), which LTIP Units are intended to qualify as profits interests for US federal income tax purposes. The vesting schedule for each LTIP Unit is the same as the vesting schedule for the corresponding Canceled RSU. The LTIP Units, if and as they become vested, are convertible, conditioned upon the satisfaction of minimum allocations to the capital accounts of the LTIP Units for federal income tax purposes, into Common Units in Public Storage OP ("OP Units"). The resulting OP Units may be exchanged by the reporting person for Common Shares or the equivalent cash value of Common Shares, as determined by the Company. F2 · price: In exchange for the Canceled RSUs, the reporting person received a replacement award of membership interests in Public Storage OP, L.P. ("Public Storage OP"), a subsidiary of the Company, designated as LTIP Units ("LTIP Units"), which LTIP Units are intended to qualify as profits interests for US federal income tax purposes. The vesting schedule for each LTIP Unit is the same as the vesting schedule for the corresponding Canceled RSU. The LTIP Units, if and as they become vested, are convertible, conditioned upon the satisfaction of minimum allocations to the capital accounts of the LTIP Units for federal income tax purposes, into Common Units in Public Storage OP ("OP Units"). The resulting OP Units may be exchanged by the reporting person for Common Shares or the equivalent cash value of Common Shares, as determined by the Company. F2 · derivative.exercise_date: In exchange for the Canceled RSUs, the reporting person received a replacement award of membership interests in Public Storage OP, L.P. ("Public Storage OP"), a subsidiary of the Company, designated as LTIP Units ("LTIP Units"), which LTIP Units are intended to qualify as profits interests for US federal income tax purposes. The vesting schedule for each LTIP Unit is the same as the vesting schedule for the corresponding Canceled RSU. The LTIP Units, if and as they become vested, are convertible, conditioned upon the satisfaction of minimum allocations to the capital accounts of the LTIP Units for federal income tax purposes, into Common Units in Public Storage OP ("OP Units"). The resulting OP Units may be exchanged by the reporting person for Common Shares or the equivalent cash value of Common Shares, as determined by the Company. F2 · derivative.expiration_date: In exchange for the Canceled RSUs, the reporting person received a replacement award of membership interests in Public Storage OP, L.P. ("Public Storage OP"), a subsidiary of the Company, designated as LTIP Units ("LTIP Units"), which LTIP Units are intended to qualify as profits interests for US federal income tax purposes. The vesting schedule for each LTIP Unit is the same as the vesting schedule for the corresponding Canceled RSU. The LTIP Units, if and as they become vested, are convertible, conditioned upon the satisfaction of minimum allocations to the capital accounts of the LTIP Units for federal income tax purposes, into Common Units in Public Storage OP ("OP Units"). The resulting OP Units may be exchanged by the reporting person for Common Shares or the equivalent cash value of Common Shares, as determined by the Company. Read SEC document |
| February 26, 2024 Filed Feb 28, 2024 19:17 UTC |
RUSSELL JOSEPH D JRDirector · President and CEO
|
Disposition to issuerCommon Shares | 23,725 | $0.00 | $0.00 |
DisclosureSEC source: 0001393311-24-000057 · wk-form4_1709165836.xml · nonDerivative · entry 1 RUSSELL JOSEPH D JR · CIK 0001230471 · Director · President and CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 19,096 F1 · shares: These restricted share units (the "RSUs") in respect of common shares, par value $0.10 per share ("Common Shares"), of Public Storage (the "Company") were previously granted to the reporting person and provided for time-based vesting. On February 26, 2024, the Company canceled the unvested RSUs upon surrender to the Company by the reporting person (the "Canceled RSUs"). Read SEC document |
| February 26, 2024 Filed Feb 29, 2024 00:18 UTC |
Vitan Nathaniel A.Chief Legal Officer
|
GrantAO LTIP Units · Derivative | 77,456 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001393311-24-000059 · wk-form4_1709165906.xml · derivative · entry 6 Vitan Nathaniel A. · CIK 0001774586 · Chief Legal Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 77,456 Underlying: Common Shares · 77,456 shares Expires 2031-02-15 F6 · derivative.exercise_price: In exchange for each 2021 Canceled Option, the reporting person received a replacement award of AO LTIP Units, which AO LTIP Units are intended to qualify as profits interests for US federal income tax purposes. The AO LTIP Units are convertible at the reporting person's election into vested LTIP Units that are convertible into OP Units. The resulting OP Units may be exchanged by the reporting person for Common Shares or the equivalent cash value of Common Shares, as determined by the Company. F6 · price: In exchange for each 2021 Canceled Option, the reporting person received a replacement award of AO LTIP Units, which AO LTIP Units are intended to qualify as profits interests for US federal income tax purposes. The AO LTIP Units are convertible at the reporting person's election into vested LTIP Units that are convertible into OP Units. The resulting OP Units may be exchanged by the reporting person for Common Shares or the equivalent cash value of Common Shares, as determined by the Company. F6 · derivative.exercise_date: In exchange for each 2021 Canceled Option, the reporting person received a replacement award of AO LTIP Units, which AO LTIP Units are intended to qualify as profits interests for US federal income tax purposes. The AO LTIP Units are convertible at the reporting person's election into vested LTIP Units that are convertible into OP Units. The resulting OP Units may be exchanged by the reporting person for Common Shares or the equivalent cash value of Common Shares, as determined by the Company. Read SEC document |
| February 26, 2024 Filed Feb 29, 2024 00:18 UTC |
Vitan Nathaniel A.Chief Legal Officer
|
Disposition to issuerStock Option (Right to Buy) · Derivative | 77,456 | Not disclosed Strike: $222.66 | Not disclosed |
DisclosureSEC source: 0001393311-24-000059 · wk-form4_1709165906.xml · derivative · entry 5 Vitan Nathaniel A. · CIK 0001774586 · Chief Legal Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Shares · 77,456 shares Expires 2031-02-15 F5 · price: On February 26, 2024, the Company canceled the option upon surrender to the Company by the reporting person (the "2021 Canceled Option"). Read SEC document |
| February 26, 2024 Filed Feb 29, 2024 00:18 UTC |
Vitan Nathaniel A.Chief Legal Officer
|
GrantAO LTIP Units · Derivative | 6,196 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001393311-24-000059 · wk-form4_1709165906.xml · derivative · entry 4 Vitan Nathaniel A. · CIK 0001774586 · Chief Legal Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 6,196 Underlying: Common Shares · 6,196 shares Expires 2029-05-26 F4 · derivative.exercise_price: In exchange for each 2019 Canceled Option, the reporting person received a replacement award of membership interests in Public Storage OP designated as AO LTIP Units ("AO LTIP Units"), which AO LTIP Units are intended to qualify as profits interests for US federal income tax purposes. The AO LTIP Units are convertible at the reporting person's election into vested LTIP Units that are convertible into OP Units. The resulting OP Units may be exchanged by the reporting person for Common Shares or the equivalent cash value of Common Shares, as determined by the Company. F4 · price: In exchange for each 2019 Canceled Option, the reporting person received a replacement award of membership interests in Public Storage OP designated as AO LTIP Units ("AO LTIP Units"), which AO LTIP Units are intended to qualify as profits interests for US federal income tax purposes. The AO LTIP Units are convertible at the reporting person's election into vested LTIP Units that are convertible into OP Units. The resulting OP Units may be exchanged by the reporting person for Common Shares or the equivalent cash value of Common Shares, as determined by the Company. F4 · derivative.exercise_date: In exchange for each 2019 Canceled Option, the reporting person received a replacement award of membership interests in Public Storage OP designated as AO LTIP Units ("AO LTIP Units"), which AO LTIP Units are intended to qualify as profits interests for US federal income tax purposes. The AO LTIP Units are convertible at the reporting person's election into vested LTIP Units that are convertible into OP Units. The resulting OP Units may be exchanged by the reporting person for Common Shares or the equivalent cash value of Common Shares, as determined by the Company. Read SEC document |
| February 26, 2024 Filed Feb 29, 2024 00:18 UTC |
Vitan Nathaniel A.Chief Legal Officer
|
Disposition to issuerStock Option (Right to Buy) · Derivative | 6,196 | Not disclosed Strike: $228.74 | Not disclosed |
DisclosureSEC source: 0001393311-24-000059 · wk-form4_1709165906.xml · derivative · entry 3 Vitan Nathaniel A. · CIK 0001774586 · Chief Legal Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Shares · 6,196 shares Expires 2029-05-26 F3 · derivative.exercise_price: This option was previously reported as an option for 10,000 common shares at an exercise price of $236.23, but, pursuant to anti-dilution provisions of the Company's 2016 Equity and Performance-Based Incentive Compensation Plan, was adjusted to reflect the special dividend declared by the Company on July 22, 2022. Previously, the reporting person exercised this option as to 4,000 common shares. On February 26, 2024, the Company canceled the option upon surrender to the Company by the reporting person (the "2019 Canceled Option"). F3 · shares: This option was previously reported as an option for 10,000 common shares at an exercise price of $236.23, but, pursuant to anti-dilution provisions of the Company's 2016 Equity and Performance-Based Incentive Compensation Plan, was adjusted to reflect the special dividend declared by the Company on July 22, 2022. Previously, the reporting person exercised this option as to 4,000 common shares. On February 26, 2024, the Company canceled the option upon surrender to the Company by the reporting person (the "2019 Canceled Option"). F3 · price: This option was previously reported as an option for 10,000 common shares at an exercise price of $236.23, but, pursuant to anti-dilution provisions of the Company's 2016 Equity and Performance-Based Incentive Compensation Plan, was adjusted to reflect the special dividend declared by the Company on July 22, 2022. Previously, the reporting person exercised this option as to 4,000 common shares. On February 26, 2024, the Company canceled the option upon surrender to the Company by the reporting person (the "2019 Canceled Option"). F3 · derivative.underlying_shares: This option was previously reported as an option for 10,000 common shares at an exercise price of $236.23, but, pursuant to anti-dilution provisions of the Company's 2016 Equity and Performance-Based Incentive Compensation Plan, was adjusted to reflect the special dividend declared by the Company on July 22, 2022. Previously, the reporting person exercised this option as to 4,000 common shares. On February 26, 2024, the Company canceled the option upon surrender to the Company by the reporting person (the "2019 Canceled Option"). Read SEC document |
| February 26, 2024 Filed Feb 29, 2024 00:18 UTC |
Vitan Nathaniel A.Chief Legal Officer
|
GrantLTIP Units · Derivative | 9,250 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001393311-24-000059 · wk-form4_1709165906.xml · derivative · entry 2 Vitan Nathaniel A. · CIK 0001774586 · Chief Legal Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 9,250 Underlying: Common Shares · 9,250 shares Expires not disclosed F2 · derivative.exercise_price: In exchange for the Canceled RSUs, the reporting person received a replacement award of membership interests in Public Storage OP, L.P. ("Public Storage OP"), a subsidiary of the Company, designated as LTIP Units ("LTIP Units"), which LTIP Units are intended to qualify as profits interests for US federal income tax purposes. The vesting schedule for each LTIP Unit is the same as the vesting schedule for the corresponding Canceled RSU. The LTIP Units, if and as they become vested, are convertible, conditioned upon the satisfaction of minimum allocations to the capital accounts of the LTIP Units for federal income tax purposes, into Common Units in Public Storage OP ("OP Units"). The resulting OP Units may be exchanged by the reporting person for Common Shares or the equivalent cash value of Common Shares, as determined by the Company. F2 · price: In exchange for the Canceled RSUs, the reporting person received a replacement award of membership interests in Public Storage OP, L.P. ("Public Storage OP"), a subsidiary of the Company, designated as LTIP Units ("LTIP Units"), which LTIP Units are intended to qualify as profits interests for US federal income tax purposes. The vesting schedule for each LTIP Unit is the same as the vesting schedule for the corresponding Canceled RSU. The LTIP Units, if and as they become vested, are convertible, conditioned upon the satisfaction of minimum allocations to the capital accounts of the LTIP Units for federal income tax purposes, into Common Units in Public Storage OP ("OP Units"). The resulting OP Units may be exchanged by the reporting person for Common Shares or the equivalent cash value of Common Shares, as determined by the Company. F2 · derivative.exercise_date: In exchange for the Canceled RSUs, the reporting person received a replacement award of membership interests in Public Storage OP, L.P. ("Public Storage OP"), a subsidiary of the Company, designated as LTIP Units ("LTIP Units"), which LTIP Units are intended to qualify as profits interests for US federal income tax purposes. The vesting schedule for each LTIP Unit is the same as the vesting schedule for the corresponding Canceled RSU. The LTIP Units, if and as they become vested, are convertible, conditioned upon the satisfaction of minimum allocations to the capital accounts of the LTIP Units for federal income tax purposes, into Common Units in Public Storage OP ("OP Units"). The resulting OP Units may be exchanged by the reporting person for Common Shares or the equivalent cash value of Common Shares, as determined by the Company. F2 · derivative.expiration_date: In exchange for the Canceled RSUs, the reporting person received a replacement award of membership interests in Public Storage OP, L.P. ("Public Storage OP"), a subsidiary of the Company, designated as LTIP Units ("LTIP Units"), which LTIP Units are intended to qualify as profits interests for US federal income tax purposes. The vesting schedule for each LTIP Unit is the same as the vesting schedule for the corresponding Canceled RSU. The LTIP Units, if and as they become vested, are convertible, conditioned upon the satisfaction of minimum allocations to the capital accounts of the LTIP Units for federal income tax purposes, into Common Units in Public Storage OP ("OP Units"). The resulting OP Units may be exchanged by the reporting person for Common Shares or the equivalent cash value of Common Shares, as determined by the Company. Read SEC document |
| February 26, 2024 Filed Feb 29, 2024 00:18 UTC |
Vitan Nathaniel A.Chief Legal Officer
|
Disposition to issuerCommon Shares | 9,250 | $0.00 | $0.00 |
DisclosureSEC source: 0001393311-24-000059 · wk-form4_1709165906.xml · nonDerivative · entry 1 Vitan Nathaniel A. · CIK 0001774586 · Chief Legal Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,364 F1 · shares: These restricted share units (the "RSUs") in respect of common shares, par value $0.10 per share ("Common Shares"), of Public Storage (the "Company") were previously granted to the reporting person and provided for time-based vesting. On February 26, 2024, the Company canceled the unvested RSUs upon surrender to the Company by the reporting person (the "Canceled RSUs"). Read SEC document |
| February 26, 2024 Filed Feb 29, 2024 00:13 UTC |
Boyle TomCFO and CIO
|
GrantAO LTIP Units · Derivative | 100,692 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001393311-24-000053 · wk-form4_1709165606.xml · derivative · entry 10 Boyle Tom · CIK 0001734897 · CFO and CIO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 100,692 Underlying: Common Shares · 100,692 shares Expires 2031-02-15 F10 · derivative.exercise_price: In exchange for each 2021 Canceled Option, the reporting person received a replacement award of AO LTIP Units, which AO LTIP Units are intended to qualify as profits interests for US federal income tax purposes. The AO LTIP Units are convertible at the reporting person's election into vested LTIP Units that are convertible into OP Units. The resulting OP Units may be exchanged by the reporting person for Common Shares or the equivalent cash value of Common Shares, as determined by the Company. F10 · price: In exchange for each 2021 Canceled Option, the reporting person received a replacement award of AO LTIP Units, which AO LTIP Units are intended to qualify as profits interests for US federal income tax purposes. The AO LTIP Units are convertible at the reporting person's election into vested LTIP Units that are convertible into OP Units. The resulting OP Units may be exchanged by the reporting person for Common Shares or the equivalent cash value of Common Shares, as determined by the Company. F10 · derivative.exercise_date: In exchange for each 2021 Canceled Option, the reporting person received a replacement award of AO LTIP Units, which AO LTIP Units are intended to qualify as profits interests for US federal income tax purposes. The AO LTIP Units are convertible at the reporting person's election into vested LTIP Units that are convertible into OP Units. The resulting OP Units may be exchanged by the reporting person for Common Shares or the equivalent cash value of Common Shares, as determined by the Company. Read SEC document |
| February 26, 2024 Filed Feb 29, 2024 00:13 UTC |
Boyle TomCFO and CIO
|
Disposition to issuerStock Option (Right to Buy) · Derivative | 100,692 | Not disclosed Strike: $222.66 | Not disclosed |
DisclosureSEC source: 0001393311-24-000053 · wk-form4_1709165606.xml · derivative · entry 9 Boyle Tom · CIK 0001734897 · CFO and CIO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Shares · 100,692 shares Expires 2031-02-15 F9 · price: On February 26, 2024, the Company canceled the option upon surrender to the Company by the reporting person (the "2021 Canceled Option"). Read SEC document |
| February 26, 2024 Filed Feb 29, 2024 00:13 UTC |
Boyle TomCFO and CIO
|
GrantAO LTIP Units · Derivative | 77,456 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001393311-24-000053 · wk-form4_1709165606.xml · derivative · entry 8 Boyle Tom · CIK 0001734897 · CFO and CIO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 77,456 Underlying: Common Shares · 77,456 shares Expires 2030-03-05 F8 · derivative.exercise_price: In exchange for each 2020 Canceled Option, the reporting person received a replacement award of AO LTIP Units, which AO LTIP Units are intended to qualify as profits interests for US federal income tax purposes. The AO LTIP Units are convertible at the reporting person's election into vested LTIP Units that are convertible into OP Units. The resulting OP Units may be exchanged by the reporting person for Common Shares or the equivalent cash value of Common Shares, as determined by the Company. F8 · price: In exchange for each 2020 Canceled Option, the reporting person received a replacement award of AO LTIP Units, which AO LTIP Units are intended to qualify as profits interests for US federal income tax purposes. The AO LTIP Units are convertible at the reporting person's election into vested LTIP Units that are convertible into OP Units. The resulting OP Units may be exchanged by the reporting person for Common Shares or the equivalent cash value of Common Shares, as determined by the Company. F8 · derivative.exercise_date: In exchange for each 2020 Canceled Option, the reporting person received a replacement award of AO LTIP Units, which AO LTIP Units are intended to qualify as profits interests for US federal income tax purposes. The AO LTIP Units are convertible at the reporting person's election into vested LTIP Units that are convertible into OP Units. The resulting OP Units may be exchanged by the reporting person for Common Shares or the equivalent cash value of Common Shares, as determined by the Company. Read SEC document |
| February 26, 2024 Filed Feb 29, 2024 00:13 UTC |
Boyle TomCFO and CIO
|
Disposition to issuerStock Option (Right to Buy) · Derivative | 77,456 | Not disclosed Strike: $221.68 | Not disclosed |
DisclosureSEC source: 0001393311-24-000053 · wk-form4_1709165606.xml · derivative · entry 7 Boyle Tom · CIK 0001734897 · CFO and CIO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Shares · 77,456 shares Expires 2030-03-05 F7 · price: On February 26, 2024, the Company canceled the option upon surrender to the Company by the reporting person (the "2020 Canceled Option"). Read SEC document |
| February 26, 2024 Filed Feb 29, 2024 00:13 UTC |
Boyle TomCFO and CIO
|
GrantAO LTIP Units · Derivative | 15,491 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001393311-24-000053 · wk-form4_1709165606.xml · derivative · entry 6 Boyle Tom · CIK 0001734897 · CFO and CIO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 15,491 Underlying: Common Shares · 15,491 shares Expires 2029-03-07 F6 · derivative.exercise_price: In exchange for each 2019 Canceled Option, the reporting person received a replacement award of AO LTIP Units, which AO LTIP Units are intended to qualify as profits interests for US federal income tax purposes. The AO LTIP Units are convertible at the reporting person's election into vested LTIP Units that are convertible into OP Units. The resulting OP Units may be exchanged by the reporting person for Common Shares or the equivalent cash value of Common Shares, as determined by the Company. F6 · price: In exchange for each 2019 Canceled Option, the reporting person received a replacement award of AO LTIP Units, which AO LTIP Units are intended to qualify as profits interests for US federal income tax purposes. The AO LTIP Units are convertible at the reporting person's election into vested LTIP Units that are convertible into OP Units. The resulting OP Units may be exchanged by the reporting person for Common Shares or the equivalent cash value of Common Shares, as determined by the Company. F6 · derivative.exercise_date: In exchange for each 2019 Canceled Option, the reporting person received a replacement award of AO LTIP Units, which AO LTIP Units are intended to qualify as profits interests for US federal income tax purposes. The AO LTIP Units are convertible at the reporting person's election into vested LTIP Units that are convertible into OP Units. The resulting OP Units may be exchanged by the reporting person for Common Shares or the equivalent cash value of Common Shares, as determined by the Company. Read SEC document |
| February 26, 2024 Filed Feb 29, 2024 00:13 UTC |
Boyle TomCFO and CIO
|
Disposition to issuerStock Option (Right to Buy) · Derivative | 15,491 | Not disclosed Strike: $207.52 | Not disclosed |
DisclosureSEC source: 0001393311-24-000053 · wk-form4_1709165606.xml · derivative · entry 5 Boyle Tom · CIK 0001734897 · CFO and CIO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Shares · 15,491 shares Expires 2029-03-07 F5 · derivative.exercise_price: This option was previously reported as an option for 15,000 common shares at an exercise price of $214.32, but, pursuant to anti-dilution provisions of the Company's 2016 Equity and Performance-Based Incentive Compensation Plan, was adjusted to reflect the special dividend declared by the Company on July 22, 2022. On February 26, 2024, the Company canceled the option upon surrender to the Company by the reporting person (the "2019 Canceled Option"). F5 · shares: This option was previously reported as an option for 15,000 common shares at an exercise price of $214.32, but, pursuant to anti-dilution provisions of the Company's 2016 Equity and Performance-Based Incentive Compensation Plan, was adjusted to reflect the special dividend declared by the Company on July 22, 2022. On February 26, 2024, the Company canceled the option upon surrender to the Company by the reporting person (the "2019 Canceled Option"). F5 · price: This option was previously reported as an option for 15,000 common shares at an exercise price of $214.32, but, pursuant to anti-dilution provisions of the Company's 2016 Equity and Performance-Based Incentive Compensation Plan, was adjusted to reflect the special dividend declared by the Company on July 22, 2022. On February 26, 2024, the Company canceled the option upon surrender to the Company by the reporting person (the "2019 Canceled Option"). F5 · derivative.underlying_shares: This option was previously reported as an option for 15,000 common shares at an exercise price of $214.32, but, pursuant to anti-dilution provisions of the Company's 2016 Equity and Performance-Based Incentive Compensation Plan, was adjusted to reflect the special dividend declared by the Company on July 22, 2022. On February 26, 2024, the Company canceled the option upon surrender to the Company by the reporting person (the "2019 Canceled Option"). Read SEC document |
| February 26, 2024 Filed Feb 29, 2024 00:13 UTC |
Boyle TomCFO and CIO
|
GrantAO LTIP Units · Derivative | 15,491 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001393311-24-000053 · wk-form4_1709165606.xml · derivative · entry 4 Boyle Tom · CIK 0001734897 · CFO and CIO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 15,491 Underlying: Common Shares · 15,491 shares Expires 2026-12-04 F4 · derivative.exercise_price: In exchange for each 2016 Canceled Option, the reporting person received a replacement award of membership interests in Public Storage OP designated as AO LTIP Units ("AO LTIP Units"), which AO LTIP Units are intended to qualify as profits interests for US federal income tax purposes. The AO LTIP Units are convertible at the reporting person's election into vested LTIP Units that are convertible into OP Units. The resulting OP Units may be exchanged by the reporting person for Common Shares or the equivalent cash value of Common Shares, as determined by the Company. F4 · price: In exchange for each 2016 Canceled Option, the reporting person received a replacement award of membership interests in Public Storage OP designated as AO LTIP Units ("AO LTIP Units"), which AO LTIP Units are intended to qualify as profits interests for US federal income tax purposes. The AO LTIP Units are convertible at the reporting person's election into vested LTIP Units that are convertible into OP Units. The resulting OP Units may be exchanged by the reporting person for Common Shares or the equivalent cash value of Common Shares, as determined by the Company. F4 · derivative.exercise_date: In exchange for each 2016 Canceled Option, the reporting person received a replacement award of membership interests in Public Storage OP designated as AO LTIP Units ("AO LTIP Units"), which AO LTIP Units are intended to qualify as profits interests for US federal income tax purposes. The AO LTIP Units are convertible at the reporting person's election into vested LTIP Units that are convertible into OP Units. The resulting OP Units may be exchanged by the reporting person for Common Shares or the equivalent cash value of Common Shares, as determined by the Company. Read SEC document |
| February 26, 2024 Filed Feb 29, 2024 00:13 UTC |
Boyle TomCFO and CIO
|
Disposition to issuerStock Option (Right to Buy) · Derivative | 15,491 | Not disclosed Strike: $205.71 | Not disclosed |
DisclosureSEC source: 0001393311-24-000053 · wk-form4_1709165606.xml · derivative · entry 3 Boyle Tom · CIK 0001734897 · CFO and CIO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Shares · 15,491 shares Expires 2026-12-04 F3 · derivative.exercise_price: This option was previously reported as an option for 15,000 common shares at an exercise price of $212.45, but, pursuant to anti-dilution provisions of the Company's 2016 Equity and Performance-Based Incentive Compensation Plan, was adjusted to reflect the special dividend declared by the Company on July 22, 2022. On February 26, 2024, the Company canceled the option upon surrender to the Company by the reporting person (the "2016 Canceled Option"). F3 · shares: This option was previously reported as an option for 15,000 common shares at an exercise price of $212.45, but, pursuant to anti-dilution provisions of the Company's 2016 Equity and Performance-Based Incentive Compensation Plan, was adjusted to reflect the special dividend declared by the Company on July 22, 2022. On February 26, 2024, the Company canceled the option upon surrender to the Company by the reporting person (the "2016 Canceled Option"). F3 · price: This option was previously reported as an option for 15,000 common shares at an exercise price of $212.45, but, pursuant to anti-dilution provisions of the Company's 2016 Equity and Performance-Based Incentive Compensation Plan, was adjusted to reflect the special dividend declared by the Company on July 22, 2022. On February 26, 2024, the Company canceled the option upon surrender to the Company by the reporting person (the "2016 Canceled Option"). F3 · derivative.underlying_shares: This option was previously reported as an option for 15,000 common shares at an exercise price of $212.45, but, pursuant to anti-dilution provisions of the Company's 2016 Equity and Performance-Based Incentive Compensation Plan, was adjusted to reflect the special dividend declared by the Company on July 22, 2022. On February 26, 2024, the Company canceled the option upon surrender to the Company by the reporting person (the "2016 Canceled Option"). Read SEC document |
| February 26, 2024 Filed Feb 29, 2024 00:13 UTC |
Boyle TomCFO and CIO
|
GrantLTIP Units · Derivative | 15,475 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001393311-24-000053 · wk-form4_1709165606.xml · derivative · entry 2 Boyle Tom · CIK 0001734897 · CFO and CIO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 15,475 Underlying: Common Shares · 15,475 shares Expires not disclosed F2 · derivative.exercise_price: In exchange for the Canceled RSUs, the reporting person received a replacement award of membership interests in Public Storage OP, L.P. ("Public Storage OP"), a subsidiary of the Company, designated as LTIP Units ("LTIP Units"), which LTIP Units are intended to qualify as profits interests for US federal income tax purposes. The vesting schedule for each LTIP Unit is the same as the vesting schedule for the corresponding Canceled RSU. The LTIP Units, if and as they become vested, are convertible, conditioned upon the satisfaction of minimum allocations to the capital accounts of the LTIP Units for federal income tax purposes, into Common Units in Public Storage OP ("OP Units"). The resulting OP Units may be exchanged by the reporting person for Common Shares or the equivalent cash value of Common Shares, as determined by the Company. F2 · price: In exchange for the Canceled RSUs, the reporting person received a replacement award of membership interests in Public Storage OP, L.P. ("Public Storage OP"), a subsidiary of the Company, designated as LTIP Units ("LTIP Units"), which LTIP Units are intended to qualify as profits interests for US federal income tax purposes. The vesting schedule for each LTIP Unit is the same as the vesting schedule for the corresponding Canceled RSU. The LTIP Units, if and as they become vested, are convertible, conditioned upon the satisfaction of minimum allocations to the capital accounts of the LTIP Units for federal income tax purposes, into Common Units in Public Storage OP ("OP Units"). The resulting OP Units may be exchanged by the reporting person for Common Shares or the equivalent cash value of Common Shares, as determined by the Company. F2 · derivative.exercise_date: In exchange for the Canceled RSUs, the reporting person received a replacement award of membership interests in Public Storage OP, L.P. ("Public Storage OP"), a subsidiary of the Company, designated as LTIP Units ("LTIP Units"), which LTIP Units are intended to qualify as profits interests for US federal income tax purposes. The vesting schedule for each LTIP Unit is the same as the vesting schedule for the corresponding Canceled RSU. The LTIP Units, if and as they become vested, are convertible, conditioned upon the satisfaction of minimum allocations to the capital accounts of the LTIP Units for federal income tax purposes, into Common Units in Public Storage OP ("OP Units"). The resulting OP Units may be exchanged by the reporting person for Common Shares or the equivalent cash value of Common Shares, as determined by the Company. F2 · derivative.expiration_date: In exchange for the Canceled RSUs, the reporting person received a replacement award of membership interests in Public Storage OP, L.P. ("Public Storage OP"), a subsidiary of the Company, designated as LTIP Units ("LTIP Units"), which LTIP Units are intended to qualify as profits interests for US federal income tax purposes. The vesting schedule for each LTIP Unit is the same as the vesting schedule for the corresponding Canceled RSU. The LTIP Units, if and as they become vested, are convertible, conditioned upon the satisfaction of minimum allocations to the capital accounts of the LTIP Units for federal income tax purposes, into Common Units in Public Storage OP ("OP Units"). The resulting OP Units may be exchanged by the reporting person for Common Shares or the equivalent cash value of Common Shares, as determined by the Company. Read SEC document |
| February 26, 2024 Filed Feb 29, 2024 00:13 UTC |
Boyle TomCFO and CIO
|
Disposition to issuerCommon Shares | 15,475 | $0.00 | $0.00 |
DisclosureSEC source: 0001393311-24-000053 · wk-form4_1709165606.xml · nonDerivative · entry 1 Boyle Tom · CIK 0001734897 · CFO and CIO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 10,227 F1 · shares: These restricted share units (the "RSUs") in respect of common shares, par value $0.10 per share ("Common Shares"), of Public Storage (the "Company") were previously granted to the reporting person and provided for time-based vesting. On February 26, 2024, the Company canceled the unvested RSUs upon surrender to the Company by the reporting person (the "Canceled RSUs"). Read SEC document |
| February 26, 2024 Filed Mar 13, 2024 16:38 UTC Amendment |
Vitan Nathaniel A.Chief Legal Officer
|
GrantAO LTIP Units · Derivative | 77,456 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001393311-24-000085 · wk-form4a_1710347924.xml · derivative · entry 6 Vitan Nathaniel A. · CIK 0001774586 · Chief Legal Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 77,456 Underlying: Common Shares · 77,456 shares Expires 2031-02-15 F7 · derivative.exercise_price: In exchange for each 2021 Canceled Option, the reporting person received a replacement award of AO LTIP Units, which AO LTIP Units are intended to qualify as profits interests for US federal income tax purposes. The AO LTIP Units are convertible at the reporting person's election into vested LTIP Units that are convertible into OP Units. The resulting OP Units may be exchanged by the reporting person for Common Shares or the equivalent cash value of Common Shares, as determined by the Company. F7 · price: In exchange for each 2021 Canceled Option, the reporting person received a replacement award of AO LTIP Units, which AO LTIP Units are intended to qualify as profits interests for US federal income tax purposes. The AO LTIP Units are convertible at the reporting person's election into vested LTIP Units that are convertible into OP Units. The resulting OP Units may be exchanged by the reporting person for Common Shares or the equivalent cash value of Common Shares, as determined by the Company. F7 · derivative.exercise_date: In exchange for each 2021 Canceled Option, the reporting person received a replacement award of AO LTIP Units, which AO LTIP Units are intended to qualify as profits interests for US federal income tax purposes. The AO LTIP Units are convertible at the reporting person's election into vested LTIP Units that are convertible into OP Units. The resulting OP Units may be exchanged by the reporting person for Common Shares or the equivalent cash value of Common Shares, as determined by the Company. Read SEC document |
| February 26, 2024 Filed Mar 13, 2024 16:38 UTC Amendment |
Vitan Nathaniel A.Chief Legal Officer
|
Disposition to issuerStock Option (Right to Buy) · Derivative | 77,456 | Not disclosed Strike: $222.66 | Not disclosed |
DisclosureSEC source: 0001393311-24-000085 · wk-form4a_1710347924.xml · derivative · entry 5 Vitan Nathaniel A. · CIK 0001774586 · Chief Legal Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Shares · 77,456 shares Expires 2031-02-15 F6 · price: On February 26, 2024, the Company canceled the option upon surrender to the Company by the reporting person (the "2021 Canceled Option"). Read SEC document |
| February 26, 2024 Filed Mar 13, 2024 16:38 UTC Amendment |
Vitan Nathaniel A.Chief Legal Officer
|
GrantAO LTIP Units · Derivative | 6,196 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001393311-24-000085 · wk-form4a_1710347924.xml · derivative · entry 4 Vitan Nathaniel A. · CIK 0001774586 · Chief Legal Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 6,196 Underlying: Common Shares · 6,196 shares Expires 2029-05-26 F5 · derivative.exercise_price: In exchange for each 2019 Canceled Option, the reporting person received a replacement award of membership interests in Public Storage OP designated as AO LTIP Units ("AO LTIP Units"), which AO LTIP Units are intended to qualify as profits interests for US federal income tax purposes. The AO LTIP Units are convertible at the reporting person's election into vested LTIP Units that are convertible into OP Units. The resulting OP Units may be exchanged by the reporting person for Common Shares or the equivalent cash value of Common Shares, as determined by the Company. F5 · price: In exchange for each 2019 Canceled Option, the reporting person received a replacement award of membership interests in Public Storage OP designated as AO LTIP Units ("AO LTIP Units"), which AO LTIP Units are intended to qualify as profits interests for US federal income tax purposes. The AO LTIP Units are convertible at the reporting person's election into vested LTIP Units that are convertible into OP Units. The resulting OP Units may be exchanged by the reporting person for Common Shares or the equivalent cash value of Common Shares, as determined by the Company. F5 · derivative.exercise_date: In exchange for each 2019 Canceled Option, the reporting person received a replacement award of membership interests in Public Storage OP designated as AO LTIP Units ("AO LTIP Units"), which AO LTIP Units are intended to qualify as profits interests for US federal income tax purposes. The AO LTIP Units are convertible at the reporting person's election into vested LTIP Units that are convertible into OP Units. The resulting OP Units may be exchanged by the reporting person for Common Shares or the equivalent cash value of Common Shares, as determined by the Company. Read SEC document |
| February 26, 2024 Filed Mar 13, 2024 16:38 UTC Amendment |
Vitan Nathaniel A.Chief Legal Officer
|
Disposition to issuerStock Option (Right to Buy) · Derivative | 6,196 | Not disclosed Strike: $228.74 | Not disclosed |
DisclosureSEC source: 0001393311-24-000085 · wk-form4a_1710347924.xml · derivative · entry 3 Vitan Nathaniel A. · CIK 0001774586 · Chief Legal Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Shares · 6,196 shares Expires 2029-05-26 F4 · derivative.exercise_price: This option was previously reported as an option for 10,000 common shares at an exercise price of $236.23, but, pursuant to anti-dilution provisions of the Company's 2016 Equity and Performance-Based Incentive Compensation Plan, was adjusted to reflect the special dividend declared by the Company on July 22, 2022. Previously, the reporting person exercised this option as to 4,000 common shares. On February 26, 2024, the Company canceled the option upon surrender to the Company by the reporting person (the "2019 Canceled Option"). F4 · shares: This option was previously reported as an option for 10,000 common shares at an exercise price of $236.23, but, pursuant to anti-dilution provisions of the Company's 2016 Equity and Performance-Based Incentive Compensation Plan, was adjusted to reflect the special dividend declared by the Company on July 22, 2022. Previously, the reporting person exercised this option as to 4,000 common shares. On February 26, 2024, the Company canceled the option upon surrender to the Company by the reporting person (the "2019 Canceled Option"). F4 · price: This option was previously reported as an option for 10,000 common shares at an exercise price of $236.23, but, pursuant to anti-dilution provisions of the Company's 2016 Equity and Performance-Based Incentive Compensation Plan, was adjusted to reflect the special dividend declared by the Company on July 22, 2022. Previously, the reporting person exercised this option as to 4,000 common shares. On February 26, 2024, the Company canceled the option upon surrender to the Company by the reporting person (the "2019 Canceled Option"). F4 · derivative.underlying_shares: This option was previously reported as an option for 10,000 common shares at an exercise price of $236.23, but, pursuant to anti-dilution provisions of the Company's 2016 Equity and Performance-Based Incentive Compensation Plan, was adjusted to reflect the special dividend declared by the Company on July 22, 2022. Previously, the reporting person exercised this option as to 4,000 common shares. On February 26, 2024, the Company canceled the option upon surrender to the Company by the reporting person (the "2019 Canceled Option"). Read SEC document |
| February 26, 2024 Filed Mar 13, 2024 16:38 UTC Amendment |
Vitan Nathaniel A.Chief Legal Officer
|
GrantLTIP Units · Derivative | 9,000 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001393311-24-000085 · wk-form4a_1710347924.xml · derivative · entry 2 Vitan Nathaniel A. · CIK 0001774586 · Chief Legal Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 9,000 Underlying: Common Shares · 9,000 shares Expires not disclosed F3 · derivative.exercise_price: In exchange for the Canceled RSUs, the reporting person received a replacement award of membership interests in Public Storage OP, L.P. ("Public Storage OP"), a subsidiary of the Company, designated as LTIP Units ("LTIP Units"), which LTIP Units are intended to qualify as profits interests for US federal income tax purposes. The vesting schedule for each LTIP Unit is the same as the vesting schedule for the corresponding Canceled RSU. The LTIP Units, if and as they become vested, are convertible, conditioned upon the satisfaction of minimum allocations to the capital accounts of the LTIP Units for federal income tax purposes, into Common Units in Public Storage OP ("OP Units"). The resulting OP Units may be exchanged by the reporting person for Common Shares or the equivalent cash value of Common Shares, as determined by the Company. F2 · shares: This amendment is being filed to correct the number of RSUs held by the reporting person prior to the cancellations and substitutions described in this report and thus eligible to be canceled as Canceled RSUs and granted as LTIP Units. F3 · price: In exchange for the Canceled RSUs, the reporting person received a replacement award of membership interests in Public Storage OP, L.P. ("Public Storage OP"), a subsidiary of the Company, designated as LTIP Units ("LTIP Units"), which LTIP Units are intended to qualify as profits interests for US federal income tax purposes. The vesting schedule for each LTIP Unit is the same as the vesting schedule for the corresponding Canceled RSU. The LTIP Units, if and as they become vested, are convertible, conditioned upon the satisfaction of minimum allocations to the capital accounts of the LTIP Units for federal income tax purposes, into Common Units in Public Storage OP ("OP Units"). The resulting OP Units may be exchanged by the reporting person for Common Shares or the equivalent cash value of Common Shares, as determined by the Company. F3 · derivative.exercise_date: In exchange for the Canceled RSUs, the reporting person received a replacement award of membership interests in Public Storage OP, L.P. ("Public Storage OP"), a subsidiary of the Company, designated as LTIP Units ("LTIP Units"), which LTIP Units are intended to qualify as profits interests for US federal income tax purposes. The vesting schedule for each LTIP Unit is the same as the vesting schedule for the corresponding Canceled RSU. The LTIP Units, if and as they become vested, are convertible, conditioned upon the satisfaction of minimum allocations to the capital accounts of the LTIP Units for federal income tax purposes, into Common Units in Public Storage OP ("OP Units"). The resulting OP Units may be exchanged by the reporting person for Common Shares or the equivalent cash value of Common Shares, as determined by the Company. F3 · derivative.expiration_date: In exchange for the Canceled RSUs, the reporting person received a replacement award of membership interests in Public Storage OP, L.P. ("Public Storage OP"), a subsidiary of the Company, designated as LTIP Units ("LTIP Units"), which LTIP Units are intended to qualify as profits interests for US federal income tax purposes. The vesting schedule for each LTIP Unit is the same as the vesting schedule for the corresponding Canceled RSU. The LTIP Units, if and as they become vested, are convertible, conditioned upon the satisfaction of minimum allocations to the capital accounts of the LTIP Units for federal income tax purposes, into Common Units in Public Storage OP ("OP Units"). The resulting OP Units may be exchanged by the reporting person for Common Shares or the equivalent cash value of Common Shares, as determined by the Company. F2 · derivative.underlying_shares: This amendment is being filed to correct the number of RSUs held by the reporting person prior to the cancellations and substitutions described in this report and thus eligible to be canceled as Canceled RSUs and granted as LTIP Units. F2 · balance_after: This amendment is being filed to correct the number of RSUs held by the reporting person prior to the cancellations and substitutions described in this report and thus eligible to be canceled as Canceled RSUs and granted as LTIP Units. Read SEC document |
| February 26, 2024 Filed Mar 13, 2024 16:38 UTC Amendment |
Vitan Nathaniel A.Chief Legal Officer
|
Disposition to issuerCommon Shares | 9,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001393311-24-000085 · wk-form4a_1710347924.xml · nonDerivative · entry 1 Vitan Nathaniel A. · CIK 0001774586 · Chief Legal Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,614 F1 · shares: These restricted share units (the "RSUs") in respect of common shares, par value $0.10 per share ("Common Shares"), of Public Storage (the "Company") were previously granted to the reporting person and provided for time-based vesting. On February 26, 2024, the Company canceled the unvested RSUs upon surrender to the Company by the reporting person (the "Canceled RSUs"). F2 · shares: This amendment is being filed to correct the number of RSUs held by the reporting person prior to the cancellations and substitutions described in this report and thus eligible to be canceled as Canceled RSUs and granted as LTIP Units. Read SEC document |
| February 19, 2024 Filed Feb 21, 2024 17:55 UTC |
HAVNER RONALD L JRDirector
|
Exercise / conversionLTIP Units · Derivative | 44,058.42 | $0.00 | $0.00 |
DisclosureSEC source: 0001393311-24-000051 · wk-form4_1708538108.xml · derivative · entry 5 HAVNER RONALD L JR · CIK 0001227384 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 65,933.42 Underlying: Common Shares · 44,058.42 shares Expires not disclosed 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 · derivative.exercise_price: Common Shares are issued upon the redemption of OP Units on a one for one basis. OP Units have no expiration date. F5 · derivative.exercise_date: Common Shares are issued upon the redemption of OP Units on a one for one basis. OP Units have no expiration date. F5 · derivative.expiration_date: Common Shares are issued upon the redemption of OP Units on a one for one basis. OP Units have no expiration date. Read SEC document |
| February 19, 2024 Filed Feb 21, 2024 17:55 UTC |
HAVNER RONALD L JRDirector
|
Exercise / conversionAO LTIP Units · Derivative | 103,275 | Not disclosed Strike: $161.42 | Not disclosed |
DisclosureSEC source: 0001393311-24-000051 · wk-form4_1708538108.xml · derivative · entry 4 HAVNER RONALD L JR · CIK 0001227384 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Shares · 103,275 shares Expires 2024-02-19 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F3 · price: On February 15, 2024, the reporting person exchanged an option to purchase 103,275 common shares of beneficial interest, par value $0.01 per share ("Common Shares"), of Public Storage (the "Company") for 103,275 limited partnership units in Public Storage OP, L.P. designated as AO LTIP Units ("AO LTIP Units"). AO LTIP Units are similar to "net exercise" stock option awards and are convertible, once vested, into a number of vested limited partnership units of Public Storage OP, L.P. designated as LTIP Units ("LTIP Units"), determined by the quotient of (i) the excess of the value of a Common Share as of the date of the conversion over $161.42, divided by (ii) the value of a Common Share as of the date of conversion. Vested LTIP Units into which AO LTIP Units have been converted are further convertible, [footnote continued] F4 · price: [Continued from footnote] conditioned upon minimum allocations to the capital accounts of the LTIP Units for U.S. federal income tax purposes, into an equal number of limited partnership units in Public Storage OP, L.P. ("OP Units"). The resulting OP Units are redeemable by the holder for one Common Share per OP Unit or the cash value of a Common Share, at the Company's option. F3 · derivative.exercise_date: On February 15, 2024, the reporting person exchanged an option to purchase 103,275 common shares of beneficial interest, par value $0.01 per share ("Common Shares"), of Public Storage (the "Company") for 103,275 limited partnership units in Public Storage OP, L.P. designated as AO LTIP Units ("AO LTIP Units"). AO LTIP Units are similar to "net exercise" stock option awards and are convertible, once vested, into a number of vested limited partnership units of Public Storage OP, L.P. designated as LTIP Units ("LTIP Units"), determined by the quotient of (i) the excess of the value of a Common Share as of the date of the conversion over $161.42, divided by (ii) the value of a Common Share as of the date of conversion. Vested LTIP Units into which AO LTIP Units have been converted are further convertible, [footnote continued] F4 · derivative.exercise_date: [Continued from footnote] conditioned upon minimum allocations to the capital accounts of the LTIP Units for U.S. federal income tax purposes, into an equal number of limited partnership units in Public Storage OP, L.P. ("OP Units"). The resulting OP Units are redeemable by the holder for one Common Share per OP Unit or the cash value of a Common Share, at the Company's option. 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.