Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| IRON MOUNTAIN INCIRM · Entity 517 | Director | January 04, 2022 | January 11, 2022 |
Disclosed balances
About these balances
Latest available filing per company, not a reconstructed current portfolio. Matching sequences show the last reported balance with all source rows expandable; grouping alone does not establish account ownership. Do not add unresolved positions together. Filings may omit unchanged positions, and amendments may correct only part of an older disclosure. Jointly reported shares are not necessarily this owner's personal holdings.
IRON MOUNTAIN INC
Report date January 04, 2022 · Filed January 11, 2022
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Phantom StockSEC Table II · derivative / convertible security | Direct | 39,518.2553 |
Reported balance
After 2022-01-04 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2022-01-04 · Grant · Acquired 469.33 · Balance 39,518.2553 F1: Pursuant to the Reporting Person's election to participate in the Iron Mountain Incorporated Directors Deferred Compensation Plan (the "Plan"), the shares of phantom stock (the "Phantom Shares") will become payable in shares of Iron Mountain Incorporated common stock ("Common Stock") on various dates selected by the Reporting Person or as otherwise provided in the Plan. Each Phantom Share is the economic equivalent of one share of Common Stock. F2: These shares give effect to dividends paid on Common Stock as if reinvested in Phantom Shares. |
Filing footnotes · ownership attribution and instrument terms
F1: Pursuant to the Reporting Person's election to participate in the Iron Mountain Incorporated Directors Deferred Compensation Plan (the "Plan"), the shares of phantom stock (the "Phantom Shares") will become payable in shares of Iron Mountain Incorporated common stock ("Common Stock") on various dates selected by the Reporting Person or as otherwise provided in the Plan. Each Phantom Share is the economic equivalent of one share of Common Stock.
F2: These shares give effect to dividends paid on Common Stock as if reinvested in Phantom Shares.
Transaction history
JSON APIPurchases/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 | Company | Activity / security | Shares / units | Reported price | Reported value | Details |
|---|---|---|---|---|---|---|
| April 05, 2017 Filed Apr 7, 2017 20:57 UTC | IRON MOUNTAIN INC IRM · Entity 517 | GrantPhantom Stock · Derivative | 672.7092 | $35.28 | $23,733.52 |
DisclosureSEC source: 0001104659-17-022297 · a4.xml · derivative · entry 1 HALVORSEN KRIS · CIK 0001184214 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,285.7982 Underlying: Common Stock · 672.7092 shares Expires not disclosed F1 · derivative.exercise_price: Pursuant to the Reporting Person's election to participate in the Iron Mountain Incorporated Directors Deferred Compensation Plan, the shares of phantom stock (the "Phantom Shares") will become payable in shares of Iron Mountain Incorporated common stock ("Common Stock") following the Reporting Person's disability or cessation of service as a director. Each Phantom Share is the economic equivalent of one share of Common Stock. F2 · shares: These shares give effect to the Reporting Person's quarterly cash compensation for service on the Iron Mountain Incorporated board of directors as if reinvested in Phantom Shares. F1 · derivative.exercise_date: Pursuant to the Reporting Person's election to participate in the Iron Mountain Incorporated Directors Deferred Compensation Plan, the shares of phantom stock (the "Phantom Shares") will become payable in shares of Iron Mountain Incorporated common stock ("Common Stock") following the Reporting Person's disability or cessation of service as a director. Each Phantom Share is the economic equivalent of one share of Common Stock. F1 · derivative.expiration_date: Pursuant to the Reporting Person's election to participate in the Iron Mountain Incorporated Directors Deferred Compensation Plan, the shares of phantom stock (the "Phantom Shares") will become payable in shares of Iron Mountain Incorporated common stock ("Common Stock") following the Reporting Person's disability or cessation of service as a director. Each Phantom Share is the economic equivalent of one share of Common Stock. F2 · derivative.underlying_shares: These shares give effect to the Reporting Person's quarterly cash compensation for service on the Iron Mountain Incorporated board of directors as if reinvested in Phantom Shares. Read SEC document |
| April 03, 2017 Filed Apr 5, 2017 21:02 UTC | IRON MOUNTAIN INC IRM · Entity 517 | GrantPhantom Stock · Derivative | 147.9226 | $35.19 | $5,205.80 |
DisclosureSEC source: 0001104659-17-021715 · a4.xml · derivative · entry 1 HALVORSEN KRIS · CIK 0001184214 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,613.089 Underlying: Common Stock · 147.9226 shares Expires not disclosed F1 · derivative.exercise_price: Pursuant to the Reporting Person's election to participate in the Iron Mountain Incorporated Directors Deferred Compensation Plan (the "Plan"), the shares of phantom stock (the "Phantom Shares") will become payable in shares of Iron Mountain Incorporated common stock ("Common Stock") on various dates selected by the Reporting Person or as otherwise provided in the Plan. Each Phantom Share is the economic equivalent of one share of Common Stock. F2 · shares: These shares give effect to dividends paid on Common Stock as if reinvested in Phantom Shares. F1 · derivative.exercise_date: Pursuant to the Reporting Person's election to participate in the Iron Mountain Incorporated Directors Deferred Compensation Plan (the "Plan"), the shares of phantom stock (the "Phantom Shares") will become payable in shares of Iron Mountain Incorporated common stock ("Common Stock") on various dates selected by the Reporting Person or as otherwise provided in the Plan. Each Phantom Share is the economic equivalent of one share of Common Stock. F1 · derivative.expiration_date: Pursuant to the Reporting Person's election to participate in the Iron Mountain Incorporated Directors Deferred Compensation Plan (the "Plan"), the shares of phantom stock (the "Phantom Shares") will become payable in shares of Iron Mountain Incorporated common stock ("Common Stock") on various dates selected by the Reporting Person or as otherwise provided in the Plan. Each Phantom Share is the economic equivalent of one share of Common Stock. F2 · derivative.underlying_shares: These shares give effect to dividends paid on Common Stock as if reinvested in Phantom Shares. Read SEC document |
| January 12, 2017 Filed Jan 18, 2017 01:57 UTC | IRON MOUNTAIN INC IRM · Entity 517 | GrantPhantom Stock · Derivative | 715.103 | $33.19 | $23,732.27 |
DisclosureSEC source: 0001104659-17-002627 · a4.xml · derivative · entry 1 HALVORSEN KRIS · CIK 0001184214 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,465.1664 Underlying: Common Stock · 715.103 shares Expires not disclosed F1 · derivative.exercise_price: Pursuant to the Reporting Person's election to participate in the Iron Mountain Incorporated Directors Deferred Compensation Plan, the shares of phantom stock (the "Phantom Shares") will become payable in shares of Iron Mountain Incorporated common stock ("Common Stock") following the Reporting Person's disability or cessation of service as a director. Each Phantom Share is the economic equivalent of one share of Common Stock. F2 · shares: These shares give effect to the Reporting Person's first quarter cash compensation for service on the Iron Mountain Incorporated board of directors as if reinvested in Phantom Shares. F1 · derivative.exercise_date: Pursuant to the Reporting Person's election to participate in the Iron Mountain Incorporated Directors Deferred Compensation Plan, the shares of phantom stock (the "Phantom Shares") will become payable in shares of Iron Mountain Incorporated common stock ("Common Stock") following the Reporting Person's disability or cessation of service as a director. Each Phantom Share is the economic equivalent of one share of Common Stock. F1 · derivative.expiration_date: Pursuant to the Reporting Person's election to participate in the Iron Mountain Incorporated Directors Deferred Compensation Plan, the shares of phantom stock (the "Phantom Shares") will become payable in shares of Iron Mountain Incorporated common stock ("Common Stock") following the Reporting Person's disability or cessation of service as a director. Each Phantom Share is the economic equivalent of one share of Common Stock. F2 · derivative.underlying_shares: These shares give effect to the Reporting Person's first quarter cash compensation for service on the Iron Mountain Incorporated board of directors as if reinvested in Phantom Shares. Read SEC document |
| December 30, 2016 Filed Jan 4, 2017 22:24 UTC | IRON MOUNTAIN INC IRM · Entity 517 | GrantPhantom Stock · Derivative | 145.7283 | $32.47 | $4,732.32 |
DisclosureSEC source: 0001104659-17-000680 · a4.xml · derivative · entry 1 HALVORSEN KRIS · CIK 0001184214 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,750.0634 Underlying: Common Stock · 145.7283 shares Expires not disclosed F1 · derivative.exercise_price: Pursuant to the Reporting Person's election to participate in the Iron Mountain Incorporated Directors Deferred Compensation Plan (the "Plan"), the shares of phantom stock (the "Phantom Shares") will become payable in shares of Iron Mountain Incorporated common stock ("Common Stock") on various dates selected by the Reporting Person or as otherwise provided in the Plan. Each Phantom Share is the economic equivalent of one share of Common Stock. F2 · shares: These shares give effect to dividends paid on Common Stock as if reinvested in Phantom Shares. F1 · derivative.exercise_date: Pursuant to the Reporting Person's election to participate in the Iron Mountain Incorporated Directors Deferred Compensation Plan (the "Plan"), the shares of phantom stock (the "Phantom Shares") will become payable in shares of Iron Mountain Incorporated common stock ("Common Stock") on various dates selected by the Reporting Person or as otherwise provided in the Plan. Each Phantom Share is the economic equivalent of one share of Common Stock. F1 · derivative.expiration_date: Pursuant to the Reporting Person's election to participate in the Iron Mountain Incorporated Directors Deferred Compensation Plan (the "Plan"), the shares of phantom stock (the "Phantom Shares") will become payable in shares of Iron Mountain Incorporated common stock ("Common Stock") on various dates selected by the Reporting Person or as otherwise provided in the Plan. Each Phantom Share is the economic equivalent of one share of Common Stock. F2 · derivative.underlying_shares: These shares give effect to dividends paid on Common Stock as if reinvested in Phantom Shares. Read SEC document |
| October 17, 2016 Filed Oct 19, 2016 21:52 UTC | IRON MOUNTAIN INC IRM · Entity 517 | SaleCommon Stock, par value $.01 per share | 2,871 | $34.41 | $98,791.11 |
DisclosureSEC source: 0001104659-16-150967 · a4.xml · nonDerivative · entry 1 HALVORSEN KRIS · CIK 0001184214 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 23,671 F1 · kind: This transaction was effected pursuant to a 10b5-1 trading plan which was approved and became effective as of September 14, 2016. Read SEC document |
| October 05, 2016 Filed Oct 7, 2016 20:47 UTC | IRON MOUNTAIN INC IRM · Entity 517 | Exercise / conversionPhantom Stock · Derivative | 5,816.4447 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001104659-16-149362 · a4.xml · derivative · entry 3 HALVORSEN KRIS · CIK 0001184214 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,604.3351 Underlying: Common Stock · 5,816.4447 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. F1 · derivative.exercise_price: Pursuant to the Reporting Person's election to participate in the Iron Mountain Incorporated Directors Deferred Compensation Plan (the "Plan"), the shares of phantom stock (the "Phantom Shares") are payable in shares of Iron Mountain Incorporated common stock on various dates selected by the Reporting Person or as otherwise provided in the Plan. Each Phantom Share is the economic equivalent of one (1) share of Iron Mountain Incorporated common stock ("Common Stock"). F3 · shares: Settlement of the Phantom Shares is in an equivalent number of whole shares of Common Stock and cash in lieu of the issuance of a fractional share. F1 · price: Pursuant to the Reporting Person's election to participate in the Iron Mountain Incorporated Directors Deferred Compensation Plan (the "Plan"), the shares of phantom stock (the "Phantom Shares") are payable in shares of Iron Mountain Incorporated common stock on various dates selected by the Reporting Person or as otherwise provided in the Plan. Each Phantom Share is the economic equivalent of one (1) share of Iron Mountain Incorporated common stock ("Common Stock"). F4 · derivative.exercise_date: Settlement of the Phantom Shares is made in accordance with distribution elections made by the Reporting Person or as otherwise provided in the Plan. F4 · derivative.expiration_date: Settlement of the Phantom Shares is made in accordance with distribution elections made by the Reporting Person or as otherwise provided in the Plan. Read SEC document |
| October 05, 2016 Filed Oct 7, 2016 20:47 UTC | IRON MOUNTAIN INC IRM · Entity 517 | Disposition to issuerCommon Stock, par value $.01 per share | 0.4447 | $34.27 | $15.24 |
DisclosureSEC source: 0001104659-16-149362 · a4.xml · nonDerivative · entry 2 HALVORSEN KRIS · CIK 0001184214 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 26,542 F2 · shares: Represents the fraction of a share of Common Stock otherwise issuable to the Reporting Person for which cash was paid in lieu of the issuance of a fractional share, based on the closing price of Common Stock on the New York Stock Exchange on the transaction date. Read SEC document |
| October 05, 2016 Filed Oct 7, 2016 20:47 UTC | IRON MOUNTAIN INC IRM · Entity 517 | Exercise / conversionCommon Stock, par value $.01 per share | 5,816.4447 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001104659-16-149362 · a4.xml · nonDerivative · entry 1 HALVORSEN KRIS · CIK 0001184214 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 26,542.4447 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · price: Pursuant to the Reporting Person's election to participate in the Iron Mountain Incorporated Directors Deferred Compensation Plan (the "Plan"), the shares of phantom stock (the "Phantom Shares") are payable in shares of Iron Mountain Incorporated common stock on various dates selected by the Reporting Person or as otherwise provided in the Plan. Each Phantom Share is the economic equivalent of one (1) share of Iron Mountain Incorporated common stock ("Common Stock"). Read SEC document |
| September 30, 2016 Filed Oct 4, 2016 21:41 UTC | IRON MOUNTAIN INC IRM · Entity 517 | GrantPhantom Stock · Derivative | 181.934 | $37.96 | $6,905.87 |
DisclosureSEC source: 0001104659-16-148671 · a4.xml · derivative · entry 1 HALVORSEN KRIS · CIK 0001184214 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,420.7798 Underlying: Common Stock · 181.934 shares Expires not disclosed F1 · derivative.exercise_price: Pursuant to the Reporting Person's election to participate in the Iron Mountain Incorporated Directors Deferred Compensation Plan (the "Plan"), the shares of phantom stock (the "Phantom Shares") will become payable in shares of Iron Mountain Incorporated common stock ("Common Stock") on various dates selected by the Reporting Person or as otherwise provided in the Plan. Each Phantom Share is the economic equivalent of one share of Common Stock. F2 · shares: These shares give effect to dividends paid on Common Stock as if reinvested in Phantom Shares. F1 · derivative.exercise_date: Pursuant to the Reporting Person's election to participate in the Iron Mountain Incorporated Directors Deferred Compensation Plan (the "Plan"), the shares of phantom stock (the "Phantom Shares") will become payable in shares of Iron Mountain Incorporated common stock ("Common Stock") on various dates selected by the Reporting Person or as otherwise provided in the Plan. Each Phantom Share is the economic equivalent of one share of Common Stock. F1 · derivative.expiration_date: Pursuant to the Reporting Person's election to participate in the Iron Mountain Incorporated Directors Deferred Compensation Plan (the "Plan"), the shares of phantom stock (the "Phantom Shares") will become payable in shares of Iron Mountain Incorporated common stock ("Common Stock") on various dates selected by the Reporting Person or as otherwise provided in the Plan. Each Phantom Share is the economic equivalent of one share of Common Stock. F2 · derivative.underlying_shares: These shares give effect to dividends paid on Common Stock as if reinvested in Phantom Shares. 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.