Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| IRON MOUNTAIN INCIRM · Entity 517 | Director | October 02, 2026 | October 05, 2026 |
| UNION PACIFIC CORPUNP · Entity 2854 | Director | October 01, 2026 | October 02, 2026 |
| WEYERHAEUSER COWY · Entity 3314 | Director · President & CEO | February 13, 2018 | February 15, 2018 |
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 October 02, 2026 · Filed October 05, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Phantom StockSEC Table II · derivative / convertible security | Direct | 46,563.786 |
Reported balance
After 2026-10-02 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2026-10-02 · Grant · Acquired 350.49 · Balance 46,563.786 F1: 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: 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 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: These shares give effect to dividends paid on Common Stock as if reinvested in Phantom Shares.
UNION PACIFIC CORP
Report date October 01, 2026 · Filed October 02, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Phantom StockSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 | Direct | 3,978 |
Reported balance
After 2026-10-01 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2026-10-01 · Grant · Acquired 312 · Balance 3,978 F1: Distribution ratio for Phantom Stock Units is 1:1. F2: Phantom Stock Units are payable in cash only commencing at retirement. |
Filing footnotes · ownership attribution and instrument terms
F1: Distribution ratio for Phantom Stock Units is 1:1.
F2: Phantom Stock Units are payable in cash only commencing at retirement.
WEYERHAEUSER CO
Report date February 13, 2018 · Filed February 15, 2018
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| CommonSEC Table I · non-derivative | Direct | 460,976 |
Ending reported balance
After 2018-02-13 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2018-02-13 · Tax withholding · Disposed 9,565 · Balance 482,215 F1: These shares are being withheld to cover taxes for restricted stock unit vestings. Row 2 · 2018-02-13 · Tax withholding · Disposed 21,239 · Balance 460,976 F2: These shares are being withheld to cover taxes for performance share unit vestings. |
| CommonSEC Table I · non-derivative | IndirectBy 401(k) | 5,462.487 |
Reported balance
Holding disclosure · report date 2018-02-13 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 5,462.487 |
| CommonSEC Table I · non-derivative | IndirectBy daughter | 328 |
Reported balance
Holding disclosure · report date 2018-02-13 · row 4
Holding and transaction disclosures are not merged.
1 source rowRow 4 · Balance 328 |
| CommonSEC Table I · non-derivative | IndirectBy Family Limited Partnership | 50,000 |
Reported balance
Holding disclosure · report date 2018-02-13 · row 5
Holding and transaction disclosures are not merged.
1 source rowRow 5 · Balance 50,000 |
Filing footnotes · ownership attribution and instrument terms
F1: These shares are being withheld to cover taxes for restricted stock unit vestings.
F2: These shares are being withheld to cover taxes for performance share unit vestings.
Past disclosures · reporting ended (1)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
FISERV INC
Report date December 31, 2025 · Filed January 05, 2026
Section 16 reporting ended · disclosed 2026-01-05. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Deferred Compensation Notional UnitsSEC Table II · derivative / convertible security | Direct | 45,876 |
Reported balance
After 2025-12-31 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2025-12-31 · Grant · Acquired 838 · Balance 45,876 F1: These deferred compensation notional units were allocated under the Fiserv, Inc. Non-Employee Director Deferred Compensation Plan (the "Plan"), under which director fees otherwise payable in cash may be deferred in exchange for the allocation of notional units under the Plan. This Form 4 reports the crediting of units under the Plan on December 31, 2025, in respect of $56,250 of deferred compensation. The number of notional units credited is calculated by dividing the amount of compensation that is deferred by the closing price of the company's common stock on the date of deferral, or last business day prior. On December 31, 2025, the closing price of Fiserv's common stock was $67.17 per share. Following cessation of the reporting person's service to the company, each notional unit will be settled in shares of Fiserv common stock on a one-for-one basis. |
Filing footnotes · ownership attribution and instrument terms
F1: These deferred compensation notional units were allocated under the Fiserv, Inc. Non-Employee Director Deferred Compensation Plan (the "Plan"), under which director fees otherwise payable in cash may be deferred in exchange for the allocation of notional units under the Plan. This Form 4 reports the crediting of units under the Plan on December 31, 2025, in respect of $56,250 of deferred compensation. The number of notional units credited is calculated by dividing the amount of compensation that is deferred by the closing price of the company's common stock on the date of deferral, or last business day prior. On December 31, 2025, the closing price of Fiserv's common stock was $67.17 per share. Following cessation of the reporting person's service to the company, each notional unit will be settled in shares of Fiserv common stock on a one-for-one basis.
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 |
|---|---|---|---|---|---|---|
| October 02, 2026 Filed Oct 5, 2026 22:00 UTC | IRON MOUNTAIN INC IRM · Entity 517 | GrantPhantom Stock · Derivative | 350.49 | $113.92 | $39,927.82 |
DisclosureSEC source: 0001020569-26-000075 · wk-form4_1791237637.xml · derivative · entry 1 Simons Doyle · CIK 0001185922 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 46,563.786 Underlying: Common Stock · 350.49 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 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 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. Read SEC document |
| October 01, 2026 Filed Oct 2, 2026 02:45 UTC | UNION PACIFIC CORP UNP · Entity 2854 | GrantPhantom Stock · Derivative | 312 | $272.42 Strike: $0.00 | $84,995.04 |
DisclosureSEC source: 0000100885-26-000288 · edgardoc.xml · derivative · entry 1 Simons Doyle · CIK 0001185922 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,978 Underlying: Common Stock · 312 shares Expires not disclosed F1 · security: Distribution ratio for Phantom Stock Units is 1:1. F2 · derivative.exercise_date: Phantom Stock Units are payable in cash only commencing at retirement. F2 · derivative.expiration_date: Phantom Stock Units are payable in cash only commencing at retirement. Read SEC document |
| July 06, 2026 Filed Jul 7, 2026 20:39 UTC | IRON MOUNTAIN INC IRM · Entity 517 | GrantPhantom Stock · Derivative | 339.36 | $116.79 | $39,633.85 |
DisclosureSEC source: 0001020569-26-000065 · wk-form4_1783456743.xml · derivative · entry 1 Simons Doyle · CIK 0001185922 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 46,213.296 Underlying: Common Stock · 339.36 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 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 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. Read SEC document |
| July 01, 2026 Filed Jul 2, 2026 16:40 UTC | UNION PACIFIC CORP UNP · Entity 2854 | GrantPhantom Stock · Derivative | 305 | $277.73 Strike: $0.00 | $84,707.65 |
DisclosureSEC source: 0000100885-26-000225 · edgardoc.xml · derivative · entry 1 Simons Doyle · CIK 0001185922 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,666 Underlying: Common Stock · 305 shares Expires not disclosed F1 · security: Distribution ratio for Phantom Stock Units is 1:1. F2 · derivative.exercise_date: Phantom Stock Units are payable in cash only commencing at retirement. F2 · derivative.expiration_date: Phantom Stock Units are payable in cash only commencing at retirement. Read SEC document |
| May 07, 2026 Filed May 11, 2026 21:16 UTC | IRON MOUNTAIN INC IRM · Entity 517 | GrantCommon Stock, par value $.01 per share | 1,892 | $0.00 | $0.00 |
DisclosureSEC source: 0001020569-26-000047 · wk-form4_1778534208.xml · nonDerivative · entry 1 Simons Doyle · CIK 0001185922 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,892 F1 · shares: Consists of shares issuable upon the settlement of restricted stock units ("RSUs") granted on May 7, 2026. The RSUs vest in their entirety on the grant date. Read SEC document |
| April 06, 2026 Filed Apr 7, 2026 20:15 UTC | IRON MOUNTAIN INC IRM · Entity 517 | GrantPhantom Stock · Derivative | 379.69 | $103.52 | $39,305.51 |
DisclosureSEC source: 0001020569-26-000032 · wk-form4_1775592926.xml · derivative · entry 1 Simons Doyle · CIK 0001185922 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 45,873.936 Underlying: Common Stock · 379.69 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 dividends paid on Common Stock as if reinvested in Phantom Shares. F3 · price: The price reported in Column 8 is a weighted average price. These shares of Common Stock were acquired in multiple transactions at prices ranging from $103.45 to $103.54, inclusive. The Reporting Person undertakes to provide the Company, any security holder of the Company, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares of Common Stock acquired at each separate price within the ranges set forth in this footnote (3). 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. Read SEC document |
| April 01, 2026 Filed Apr 2, 2026 18:07 UTC | UNION PACIFIC CORP UNP · Entity 2854 | GrantPhantom Stock · Derivative | 346 | $243.12 Strike: $0.00 | $84,119.52 |
DisclosureSEC source: 0000100885-26-000112 · edgardoc.xml · derivative · entry 1 Simons Doyle · CIK 0001185922 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,361 Underlying: Common Stock · 346 shares Expires not disclosed F1 · security: Distribution ratio for Phantom Stock Units is 1:1. F2 · derivative.exercise_date: Phantom Stock Units are payable in cash only commencing at retirement. F2 · derivative.expiration_date: Phantom Stock Units are payable in cash only commencing at retirement. Read SEC document |
| January 06, 2026 Filed Jan 8, 2026 22:29 UTC | IRON MOUNTAIN INC IRM · Entity 517 | GrantPhantom Stock · Derivative | 459.793 | $84.63 | $38,909.98 |
DisclosureSEC source: 0001020569-26-000004 · wk-form4_1767911391.xml · derivative · entry 1 Simons Doyle · CIK 0001185922 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 45,494.246 Underlying: Common Stock · 459.793 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 dividends paid on Common Stock as if reinvested in Phantom Shares. F3 · price: The price reported in Column 8 is a weighted average price. These shares of Common Stock were acquired in multiple transactions at prices ranging from $84.304 to $84.979, inclusive. The Reporting Person undertakes to provide the Company, any security holder of the Company, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares of Common Stock acquired at each separate price within the ranges set forth in this footnote (3). 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. Read SEC document |
| January 02, 2026 Filed Jan 6, 2026 00:27 UTC | UNION PACIFIC CORP UNP · Entity 2854 | GrantPhantom Stock · Derivative | 361 | $231.91 Strike: $0.00 | $83,719.51 |
DisclosureSEC source: 0000100885-26-000017 · edgardoc.xml · derivative · entry 1 Simons Doyle · CIK 0001185922 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,015 Underlying: Common Stock · 361 shares Expires not disclosed F1 · security: Distribution ratio for Phantom Stock Units is 1:1. F2 · derivative.exercise_date: Phantom Stock Units are payable in cash only commencing at retirement. F2 · derivative.expiration_date: Phantom Stock Units are payable in cash only commencing at retirement. Read SEC document |
| December 31, 2025 Filed Jan 5, 2026 23:23 UTC | FISERV INC FISV · Entity 3167 | GrantDeferred Compensation Notional Units · Derivative | 838 | $67.17 | $56,288.46 |
DisclosureSEC source: 0001185922-26-000002 · wk-form4_1767655420.xml · derivative · entry 1 Simons Doyle · CIK 0001185922 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 45,876 Underlying: Common Stock · 838 shares Expires not disclosed F1 · derivative.exercise_price: These deferred compensation notional units were allocated under the Fiserv, Inc. Non-Employee Director Deferred Compensation Plan (the "Plan"), under which director fees otherwise payable in cash may be deferred in exchange for the allocation of notional units under the Plan. This Form 4 reports the crediting of units under the Plan on December 31, 2025, in respect of $56,250 of deferred compensation. The number of notional units credited is calculated by dividing the amount of compensation that is deferred by the closing price of the company's common stock on the date of deferral, or last business day prior. On December 31, 2025, the closing price of Fiserv's common stock was $67.17 per share. Following cessation of the reporting person's service to the company, each notional unit will be settled in shares of Fiserv common stock on a one-for-one basis. F1 · price: These deferred compensation notional units were allocated under the Fiserv, Inc. Non-Employee Director Deferred Compensation Plan (the "Plan"), under which director fees otherwise payable in cash may be deferred in exchange for the allocation of notional units under the Plan. This Form 4 reports the crediting of units under the Plan on December 31, 2025, in respect of $56,250 of deferred compensation. The number of notional units credited is calculated by dividing the amount of compensation that is deferred by the closing price of the company's common stock on the date of deferral, or last business day prior. On December 31, 2025, the closing price of Fiserv's common stock was $67.17 per share. Following cessation of the reporting person's service to the company, each notional unit will be settled in shares of Fiserv common stock on a one-for-one basis. F1 · derivative.exercise_date: These deferred compensation notional units were allocated under the Fiserv, Inc. Non-Employee Director Deferred Compensation Plan (the "Plan"), under which director fees otherwise payable in cash may be deferred in exchange for the allocation of notional units under the Plan. This Form 4 reports the crediting of units under the Plan on December 31, 2025, in respect of $56,250 of deferred compensation. The number of notional units credited is calculated by dividing the amount of compensation that is deferred by the closing price of the company's common stock on the date of deferral, or last business day prior. On December 31, 2025, the closing price of Fiserv's common stock was $67.17 per share. Following cessation of the reporting person's service to the company, each notional unit will be settled in shares of Fiserv common stock on a one-for-one basis. F1 · derivative.expiration_date: These deferred compensation notional units were allocated under the Fiserv, Inc. Non-Employee Director Deferred Compensation Plan (the "Plan"), under which director fees otherwise payable in cash may be deferred in exchange for the allocation of notional units under the Plan. This Form 4 reports the crediting of units under the Plan on December 31, 2025, in respect of $56,250 of deferred compensation. The number of notional units credited is calculated by dividing the amount of compensation that is deferred by the closing price of the company's common stock on the date of deferral, or last business day prior. On December 31, 2025, the closing price of Fiserv's common stock was $67.17 per share. Following cessation of the reporting person's service to the company, each notional unit will be settled in shares of Fiserv common stock on a one-for-one basis. Read SEC document |
| October 03, 2025 Filed Oct 7, 2025 20:12 UTC | IRON MOUNTAIN INC IRM · Entity 517 | GrantPhantom Stock · Derivative | 331.138 | $105.70 | $35,001.29 |
DisclosureSEC source: 0001020569-25-000191 · wk-form4_1759867965.xml · derivative · entry 2 Simons Doyle · CIK 0001185922 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 45,034.453 Underlying: Common Stock · 331.138 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. F4 · shares: These shares give effect to the Reporting Person's quarterly cash compensation for services on the board of directors of the Company as if reinvested in Phantom Shares. F5 · price: The price reported in Column 8 is a weighted average price. These shares of Common Stock were acquired in multiple transactions at prices ranging from $105.569 to $105.819, inclusive. The Reporting Person undertakes to provide the Company, any security holder of the Company, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares of Common Stock acquired at each separate price within the ranges set forth in this footnote (5). 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. Read SEC document |
| October 03, 2025 Filed Oct 7, 2025 20:12 UTC | IRON MOUNTAIN INC IRM · Entity 517 | GrantPhantom Stock · Derivative | 333.553 | $104.42 | $34,830.27 |
DisclosureSEC source: 0001020569-25-000191 · wk-form4_1759867965.xml · derivative · entry 1 Simons Doyle · CIK 0001185922 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 44,703.315 Underlying: Common Stock · 333.553 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 dividends paid on Common Stock as if reinvested in Phantom Shares. F3 · price: The price reported in Column 8 is a weighted average price. These shares of Common Stock were acquired in multiple transactions at prices ranging from $104.349 to $104.524, inclusive. The Reporting Person undertakes to provide Iron Mountain Incorporated (the "Company"), any security holder of the Company, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares of Common Stock acquired at each separate price within the ranges set forth in this footnote (3). 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. Read SEC document |
| October 01, 2025 Filed Oct 2, 2025 17:24 UTC | UNION PACIFIC CORP UNP · Entity 2854 | GrantPhantom Stock · Derivative | 354 | $234.74 Strike: $0.00 | $83,097.96 |
DisclosureSEC source: 0000100885-25-000300 · edgardoc.xml · derivative · entry 1 Simons Doyle · CIK 0001185922 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,654 Underlying: Common Stock · 354 shares Expires not disclosed F1 · security: Distribution ratio for Phantom Stock Units is 1:1. F2 · derivative.exercise_date: Phantom Stock Units are payable in cash only commencing at retirement. F2 · derivative.expiration_date: Phantom Stock Units are payable in cash only commencing at retirement. Read SEC document |
| September 30, 2025 Filed Oct 2, 2025 20:41 UTC | FISERV INC FI · Entity 3167 | GrantDeferred Compensation Notional Units · Derivative | 437 | $128.93 | $56,342.41 |
DisclosureSEC source: 0001185922-25-000003 · wk-form4_1759437674.xml · derivative · entry 1 Simons Doyle · CIK 0001185922 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 45,038 Underlying: Common Stock · 437 shares Expires not disclosed F1 · derivative.exercise_price: These deferred compensation notional units were allocated under the Fiserv, Inc. Non-Employee Director Deferred Compensation Plan (the "Plan"), under which director fees otherwise payable in cash may be deferred in exchange for the allocation of notional units under the Plan. This Form 4 reports the crediting of units under the Plan on September 30, 2025, in respect of $56,250 of deferred compensation. The number of notional units credited is calculated by dividing the amount of compensation that is deferred by the closing price of the company's common stock on the date of deferral, or last business day prior. On September 30, 2025, the closing price of Fiserv's common stock was $128.93 per share. Following cessation of the reporting person's service to the company, each notional unit will be settled in shares of Fiserv common stock on a one-for-one basis. F1 · price: These deferred compensation notional units were allocated under the Fiserv, Inc. Non-Employee Director Deferred Compensation Plan (the "Plan"), under which director fees otherwise payable in cash may be deferred in exchange for the allocation of notional units under the Plan. This Form 4 reports the crediting of units under the Plan on September 30, 2025, in respect of $56,250 of deferred compensation. The number of notional units credited is calculated by dividing the amount of compensation that is deferred by the closing price of the company's common stock on the date of deferral, or last business day prior. On September 30, 2025, the closing price of Fiserv's common stock was $128.93 per share. Following cessation of the reporting person's service to the company, each notional unit will be settled in shares of Fiserv common stock on a one-for-one basis. F1 · derivative.exercise_date: These deferred compensation notional units were allocated under the Fiserv, Inc. Non-Employee Director Deferred Compensation Plan (the "Plan"), under which director fees otherwise payable in cash may be deferred in exchange for the allocation of notional units under the Plan. This Form 4 reports the crediting of units under the Plan on September 30, 2025, in respect of $56,250 of deferred compensation. The number of notional units credited is calculated by dividing the amount of compensation that is deferred by the closing price of the company's common stock on the date of deferral, or last business day prior. On September 30, 2025, the closing price of Fiserv's common stock was $128.93 per share. Following cessation of the reporting person's service to the company, each notional unit will be settled in shares of Fiserv common stock on a one-for-one basis. F1 · derivative.expiration_date: These deferred compensation notional units were allocated under the Fiserv, Inc. Non-Employee Director Deferred Compensation Plan (the "Plan"), under which director fees otherwise payable in cash may be deferred in exchange for the allocation of notional units under the Plan. This Form 4 reports the crediting of units under the Plan on September 30, 2025, in respect of $56,250 of deferred compensation. The number of notional units credited is calculated by dividing the amount of compensation that is deferred by the closing price of the company's common stock on the date of deferral, or last business day prior. On September 30, 2025, the closing price of Fiserv's common stock was $128.93 per share. Following cessation of the reporting person's service to the company, each notional unit will be settled in shares of Fiserv common stock on a one-for-one basis. Read SEC document |
| July 07, 2025 Filed Jul 8, 2025 21:07 UTC | IRON MOUNTAIN INC IRM · Entity 517 | GrantPhantom Stock · Derivative | 347.908 | $100.60 | $34,999.89 |
DisclosureSEC source: 0001020569-25-000156 · wk-form4_1752008834.xml · derivative · entry 2 Simons Doyle · CIK 0001185922 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 44,369.762 Underlying: Common Stock · 347.908 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. F4 · shares: These shares give effect to the Reporting Person's quarterly cash compensation for services on the board of directors of the Company as if reinvested in Phantom Shares. F5 · price: The price reported in Column 8 is a weighted average price. These shares of Common Stock were sold in multiple transactions at prices ranging from $100.539 to $100.624, inclusive. The Reporting Person undertakes to provide the Company, any security holder of the Company, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares of Common Stock sold at each separate price within the ranges set forth in this footnote (5). 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. Read SEC document |
| July 03, 2025 Filed Jul 8, 2025 21:07 UTC | IRON MOUNTAIN INC IRM · Entity 517 | GrantPhantom Stock · Derivative | 340.987 | $100.56 | $34,289.65 |
DisclosureSEC source: 0001020569-25-000156 · wk-form4_1752008834.xml · derivative · entry 1 Simons Doyle · CIK 0001185922 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 44,021.854 Underlying: Common Stock · 340.987 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 dividends paid on Common Stock as if reinvested in Phantom Shares. F3 · price: The price reported in Column 8 is a weighted average price. These shares of Common Stock were sold in multiple transactions at prices ranging from $100.419 to $100.594, inclusive. The Reporting Person undertakes to provide Iron Mountain Incorporated (the "Company"), any security holder of the Company, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares of Common Stock sold at each separate price within the ranges set forth in this footnote (3). 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. Read SEC document |
| July 01, 2025 Filed Jul 2, 2025 19:08 UTC | UNION PACIFIC CORP UNP · Entity 2854 | GrantPhantom Stock · Derivative | 351 | $235.57 Strike: $0.00 | $82,685.07 |
DisclosureSEC source: 0000100885-25-000212 · edgardoc.xml · derivative · entry 1 Simons Doyle · CIK 0001185922 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,300 Underlying: Common Stock · 351 shares Expires not disclosed F1 · security: Distribution ratio for Phantom Stock Units is 1:1. F2 · derivative.exercise_date: Phantom Stock Units are payable in cash only commencing at retirement. F2 · derivative.expiration_date: Phantom Stock Units are payable in cash only commencing at retirement. Read SEC document |
| June 30, 2025 Filed Jul 2, 2025 20:23 UTC | FISERV INC FI · Entity 3167 | GrantDeferred Compensation Notional Units · Derivative | 285 | $172.41 | $49,136.85 |
DisclosureSEC source: 0000798354-25-000156 · wk-form4_1751487777.xml · derivative · entry 1 Simons Doyle · CIK 0001185922 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 44,601 Underlying: Common Stock · 285 shares Expires not disclosed F1 · derivative.exercise_price: These deferred compensation notional units were allocated under the Fiserv, Inc. Non-Employee Director Deferred Compensation Plan (the "Plan"), under which director fees otherwise payable in cash may be deferred in exchange for the allocation of notional units under the Plan. This Form 4 reports the crediting of units under the Plan on June 30, 2025, in respect of $49,038 of deferred compensation. The number of notional units credited is calculated by dividing the amount of compensation that is deferred by the closing price of the company's common stock on the date of deferral, or last business day prior. On June 30, 2025, the closing price of Fiserv's common stock was $172.41 per share. Following cessation of the reporting person's service to the company, each notional unit will be settled in shares of Fiserv common stock on a one-for-one basis. F1 · price: These deferred compensation notional units were allocated under the Fiserv, Inc. Non-Employee Director Deferred Compensation Plan (the "Plan"), under which director fees otherwise payable in cash may be deferred in exchange for the allocation of notional units under the Plan. This Form 4 reports the crediting of units under the Plan on June 30, 2025, in respect of $49,038 of deferred compensation. The number of notional units credited is calculated by dividing the amount of compensation that is deferred by the closing price of the company's common stock on the date of deferral, or last business day prior. On June 30, 2025, the closing price of Fiserv's common stock was $172.41 per share. Following cessation of the reporting person's service to the company, each notional unit will be settled in shares of Fiserv common stock on a one-for-one basis. F1 · derivative.exercise_date: These deferred compensation notional units were allocated under the Fiserv, Inc. Non-Employee Director Deferred Compensation Plan (the "Plan"), under which director fees otherwise payable in cash may be deferred in exchange for the allocation of notional units under the Plan. This Form 4 reports the crediting of units under the Plan on June 30, 2025, in respect of $49,038 of deferred compensation. The number of notional units credited is calculated by dividing the amount of compensation that is deferred by the closing price of the company's common stock on the date of deferral, or last business day prior. On June 30, 2025, the closing price of Fiserv's common stock was $172.41 per share. Following cessation of the reporting person's service to the company, each notional unit will be settled in shares of Fiserv common stock on a one-for-one basis. F1 · derivative.expiration_date: These deferred compensation notional units were allocated under the Fiserv, Inc. Non-Employee Director Deferred Compensation Plan (the "Plan"), under which director fees otherwise payable in cash may be deferred in exchange for the allocation of notional units under the Plan. This Form 4 reports the crediting of units under the Plan on June 30, 2025, in respect of $49,038 of deferred compensation. The number of notional units credited is calculated by dividing the amount of compensation that is deferred by the closing price of the company's common stock on the date of deferral, or last business day prior. On June 30, 2025, the closing price of Fiserv's common stock was $172.41 per share. Following cessation of the reporting person's service to the company, each notional unit will be settled in shares of Fiserv common stock on a one-for-one basis. Read SEC document |
| May 29, 2025 Filed Jun 2, 2025 20:31 UTC | IRON MOUNTAIN INC IRM · Entity 517 | GrantPhantom Stock · Derivative | 2,249 | $0.00 | $0.00 |
DisclosureSEC source: 0001020569-25-000136 · wk-form4_1748896299.xml · derivative · entry 1 Simons Doyle · CIK 0001185922 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 43,680.867 Underlying: Common Stock · 2,249 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 "DDCP"), 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: Consists of shares issuable upon the settlement of restricted stock units ("RSUs") granted on May 29, 2025. The RSUs vest in their entirety on the grant date. The Reporting Person has elected that upon vesting of RSUs, receipt of the shares of Common Stock be deferred under the DDCP; accordingly, upon vesting, the Reporting Person instead receives an equal number of 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 "DDCP"), 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 "DDCP"), 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. Read SEC document |
| May 15, 2025 Filed May 16, 2025 20:13 UTC | FISERV INC FI · Entity 3167 | Exercise / conversionStock Option (right to buy) · Derivative | 6,594 | $0.00 Strike: $40.56 | $0.00 |
DisclosureSEC source: 0000798354-25-000126 · wk-form4_1747426426.xml · derivative · entry 3 Simons Doyle · CIK 0001185922 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 6,594 shares Expires 2025-05-20 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| May 15, 2025 Filed May 16, 2025 20:13 UTC | FISERV INC FI · Entity 3167 | Exercise / conversionCommon Stock | 6,594 | $40.56 | $267,452.64 |
DisclosureSEC source: 0000798354-25-000126 · wk-form4_1747426426.xml · nonDerivative · entry 2 Simons Doyle · CIK 0001185922 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 84,382 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| May 14, 2025 Filed May 16, 2025 20:13 UTC | FISERV INC FI · Entity 3167 | GrantCommon Stock | 1,608 | $0.00 | $0.00 |
DisclosureSEC source: 0000798354-25-000126 · wk-form4_1747426426.xml · nonDerivative · entry 1 Simons Doyle · CIK 0001185922 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 77,788 F1 · shares: These restricted stock units each represent a contingent right to receive one share of Fiserv, Inc. common stock. The restricted stock units vest 100% on the earlier of: (i) the first anniversary of the grant date; or (ii) immediately prior to the first annual meeting of shareholders after the grant date. Read SEC document |
| April 04, 2025 Filed Apr 7, 2025 22:03 UTC | IRON MOUNTAIN INC IRM · Entity 517 | GrantPhantom Stock · Derivative | 398.583 | $79.99 | $31,881.46 |
DisclosureSEC source: 0001020569-25-000078 · wk-form4_1744063416.xml · derivative · entry 2 Simons Doyle · CIK 0001185922 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 41,431.867 Underlying: Common Stock · 398.583 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. F3 · shares: These shares give effect to dividends paid on Common Stock as if reinvested in Phantom Shares. F4 · price: The price reported in Column 8 is a weighted average price. These shares of Common Stock were acquired in multiple transactions at prices ranging from $79.524 to $80.259, inclusive. The Reporting Person undertakes to provide the Company, any security holder of the Company, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares of Common Stock sold at each separate price within the ranges set forth in this footnote. 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. Read SEC document |
| April 03, 2025 Filed Apr 7, 2025 22:03 UTC | IRON MOUNTAIN INC IRM · Entity 517 | GrantPhantom Stock · Derivative | 420.226 | $83.29 | $35,000.20 |
DisclosureSEC source: 0001020569-25-000078 · wk-form4_1744063416.xml · derivative · entry 1 Simons Doyle · CIK 0001185922 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 41,033.284 Underlying: Common Stock · 420.226 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 · price: The price reported in Column 8 is a weighted average price. These shares of Common Stock were sold in multiple transactions at prices ranging from $83.209 to $83.344, inclusive. The Reporting Person undertakes to provide Iron Mountain Incorporated (the "Company"), any security holder of the Company, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares of Common Stock sold at each separate price within the ranges set forth in this footnote. 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. Read SEC document |
| April 01, 2025 Filed Apr 2, 2025 21:00 UTC | UNION PACIFIC CORP UNP · Entity 2854 | GrantPhantom Stock · Derivative | 332 | $237.17 Strike: $0.00 | $78,740.44 |
DisclosureSEC source: 0000100885-25-000115 · edgardoc.xml · derivative · entry 1 Simons Doyle · CIK 0001185922 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,949 Underlying: Common Stock · 332 shares Expires not disclosed F1 · security: Distribution ratio for Phantom Stock Units is 1:1. F2 · derivative.exercise_date: Phantom Stock Units are payable in cash only commencing at retirement. F2 · derivative.expiration_date: Phantom Stock Units are payable in cash only commencing at retirement. Read SEC document |
| March 31, 2025 Filed Apr 1, 2025 22:41 UTC | FISERV INC FI · Entity 3167 | GrantDeferred Compensation Notional Units · Derivative | 170 | $220.83 | $37,541.10 |
DisclosureSEC source: 0000798354-25-000097 · wk-form4_1743547283.xml · derivative · entry 1 Simons Doyle · CIK 0001185922 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 44,316 Underlying: Common Stock · 170 shares Expires not disclosed F1 · derivative.exercise_price: These deferred compensation notional units were allocated under the Fiserv, Inc. Non-Employee Director Deferred Compensation Plan (the "Plan"), under which director fees otherwise payable in cash may be deferred in exchange for the allocation of notional units under the Plan. This Form 4 reports the crediting of units under the Plan on March 31, 2025, in respect of $37,500 of deferred compensation. The number of notional units credited is calculated by dividing the amount of compensation that is deferred by the closing price of the company's common stock on the date of deferral, or last business day prior. On March 31, 2025, the closing price of Fiserv's common stock was $220.83 per share. Following cessation of the reporting person's service to the company, each notional unit will be settled in shares of Fiserv common stock on a one-for-one basis. F1 · price: These deferred compensation notional units were allocated under the Fiserv, Inc. Non-Employee Director Deferred Compensation Plan (the "Plan"), under which director fees otherwise payable in cash may be deferred in exchange for the allocation of notional units under the Plan. This Form 4 reports the crediting of units under the Plan on March 31, 2025, in respect of $37,500 of deferred compensation. The number of notional units credited is calculated by dividing the amount of compensation that is deferred by the closing price of the company's common stock on the date of deferral, or last business day prior. On March 31, 2025, the closing price of Fiserv's common stock was $220.83 per share. Following cessation of the reporting person's service to the company, each notional unit will be settled in shares of Fiserv common stock on a one-for-one basis. F1 · derivative.exercise_date: These deferred compensation notional units were allocated under the Fiserv, Inc. Non-Employee Director Deferred Compensation Plan (the "Plan"), under which director fees otherwise payable in cash may be deferred in exchange for the allocation of notional units under the Plan. This Form 4 reports the crediting of units under the Plan on March 31, 2025, in respect of $37,500 of deferred compensation. The number of notional units credited is calculated by dividing the amount of compensation that is deferred by the closing price of the company's common stock on the date of deferral, or last business day prior. On March 31, 2025, the closing price of Fiserv's common stock was $220.83 per share. Following cessation of the reporting person's service to the company, each notional unit will be settled in shares of Fiserv common stock on a one-for-one basis. F1 · derivative.expiration_date: These deferred compensation notional units were allocated under the Fiserv, Inc. Non-Employee Director Deferred Compensation Plan (the "Plan"), under which director fees otherwise payable in cash may be deferred in exchange for the allocation of notional units under the Plan. This Form 4 reports the crediting of units under the Plan on March 31, 2025, in respect of $37,500 of deferred compensation. The number of notional units credited is calculated by dividing the amount of compensation that is deferred by the closing price of the company's common stock on the date of deferral, or last business day prior. On March 31, 2025, the closing price of Fiserv's common stock was $220.83 per share. Following cessation of the reporting person's service to the company, each notional unit will be settled in shares of Fiserv common stock on a one-for-one basis. Read SEC document |
| January 07, 2025 Filed Jan 8, 2025 21:35 UTC | IRON MOUNTAIN INC IRM · Entity 517 | GrantPhantom Stock · Derivative | 276.11 | $103.60 | $28,604.44 |
DisclosureSEC source: 0001020569-25-000023 · wk-form4_1736372144.xml · derivative · entry 1 Simons Doyle · CIK 0001185922 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 40,613.058 Underlying: Common Stock · 276.11 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 dividends paid on Common Stock as if reinvested in Phantom Shares. F3 · price: The price reported in Column 8 is a weighted average price. These shares of Iron Mountain Incorporated common stock ("Common Stock") were sold in multiple transactions at prices ranging from $103.329 to $103.734, inclusive. The Reporting Person undertakes to provide Iron Mountain Incorporated (the "Company"), any security holder of the Company, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares of Common Stock sold at each separate price within the ranges set forth in this footnote (3). 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. Read SEC document |
| January 03, 2025 Filed Jan 7, 2025 22:56 UTC | IRON MOUNTAIN INC IRM · Entity 517 | GrantPhantom Stock · Derivative | 330.729 | $105.83 | $35,000.06 |
DisclosureSEC source: 0001020569-25-000017 · wk-form4_1736290572.xml · derivative · entry 1 Simons Doyle · CIK 0001185922 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 40,336.948 Underlying: Common Stock · 330.729 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 services on the Iron Mountain Incorporated board of directors as if reinvested in Phantom Shares. F3 · price: The price reported in Column 8 is a weighted average price. These shares of Iron Mountain Incorporated common stock ("Common Stock") were sold in multiple transactions at prices ranging from $105.744 to $105.969, inclusive. The Reporting Person undertakes to provide Iron Mountain Incorporated (the "Company"), any security holder of the Company, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares of Common Stock sold at each separate price within the ranges set forth in this footnote (3). 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. Read SEC document |
| January 02, 2025 Filed Jan 3, 2025 20:27 UTC | UNION PACIFIC CORP UNP · Entity 2854 | GrantPhantom Stock · Derivative | 335 | $229.12 Strike: $0.00 | $76,755.20 |
DisclosureSEC source: 0000100885-25-000019 · edgardoc.xml · derivative · entry 1 Simons Doyle · CIK 0001185922 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,617 Underlying: Common Stock · 335 shares Expires not disclosed F1 · security: Distribution ratio for Phantom Stock Units is 1:1. F2 · derivative.exercise_date: Phantom Stock Units are payable in cash only commencing at retirement. F2 · derivative.expiration_date: Phantom Stock Units are payable in cash only commencing at retirement. Read SEC document |
| December 31, 2024 Filed Jan 2, 2025 23:40 UTC | FISERV INC FI · Entity 3167 | GrantDeferred Compensation Notional Units · Derivative | 183 | $205.42 | $37,591.86 |
DisclosureSEC source: 0000798354-25-000013 · wk-form4_1735861205.xml · derivative · entry 1 Simons Doyle · CIK 0001185922 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 44,146 Underlying: Common Stock · 183 shares Expires not disclosed F1 · derivative.exercise_price: These deferred compensation notional units were allocated under the Fiserv, Inc. Non-Employee Director Deferred Compensation Plan (the "Plan"), under which director fees otherwise payable in cash may be deferred in exchange for the allocation of notional units under the Plan. This Form 4 reports the crediting of units under the Plan on December 31, 2024, in respect of $37,500 of deferred compensation. The number of notional units credited is calculated by dividing the amount of compensation that is deferred by the closing price of the company's common stock on the date of deferral, or last business day prior. On December 31, 2024, the closing price of Fiserv's common stock was $205.42 per share. Following cessation of the reporting person's service to the company, each notional unit will be settled in shares of Fiserv common stock on a one-for-one basis. F1 · price: These deferred compensation notional units were allocated under the Fiserv, Inc. Non-Employee Director Deferred Compensation Plan (the "Plan"), under which director fees otherwise payable in cash may be deferred in exchange for the allocation of notional units under the Plan. This Form 4 reports the crediting of units under the Plan on December 31, 2024, in respect of $37,500 of deferred compensation. The number of notional units credited is calculated by dividing the amount of compensation that is deferred by the closing price of the company's common stock on the date of deferral, or last business day prior. On December 31, 2024, the closing price of Fiserv's common stock was $205.42 per share. Following cessation of the reporting person's service to the company, each notional unit will be settled in shares of Fiserv common stock on a one-for-one basis. F1 · derivative.exercise_date: These deferred compensation notional units were allocated under the Fiserv, Inc. Non-Employee Director Deferred Compensation Plan (the "Plan"), under which director fees otherwise payable in cash may be deferred in exchange for the allocation of notional units under the Plan. This Form 4 reports the crediting of units under the Plan on December 31, 2024, in respect of $37,500 of deferred compensation. The number of notional units credited is calculated by dividing the amount of compensation that is deferred by the closing price of the company's common stock on the date of deferral, or last business day prior. On December 31, 2024, the closing price of Fiserv's common stock was $205.42 per share. Following cessation of the reporting person's service to the company, each notional unit will be settled in shares of Fiserv common stock on a one-for-one basis. F1 · derivative.expiration_date: These deferred compensation notional units were allocated under the Fiserv, Inc. Non-Employee Director Deferred Compensation Plan (the "Plan"), under which director fees otherwise payable in cash may be deferred in exchange for the allocation of notional units under the Plan. This Form 4 reports the crediting of units under the Plan on December 31, 2024, in respect of $37,500 of deferred compensation. The number of notional units credited is calculated by dividing the amount of compensation that is deferred by the closing price of the company's common stock on the date of deferral, or last business day prior. On December 31, 2024, the closing price of Fiserv's common stock was $205.42 per share. Following cessation of the reporting person's service to the company, each notional unit will be settled in shares of Fiserv common stock on a one-for-one basis. Read SEC document |
| October 23, 2024 Filed Oct 24, 2024 21:24 UTC | FISERV INC FI · Entity 3167 | SaleCommon Stock | 40,000 | $201.97 | $8,078,800.00 |
DisclosureSEC source: 0001185922-24-000003 · wk-form4_1729805090.xml · nonDerivative · entry 1 Simons Doyle · CIK 0001185922 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 76,180 F1 · price: This transaction was executed in multiple trades at prices ranging from $201.89 to $202.23. The price reported above reflects the weighted average sale price. The reporting person hereby undertakes to provide upon request to the SEC staff, the issuer or a security holder of the issuer full information regarding the number of shares and prices at which the transaction was effected. Read SEC document |
| October 03, 2024 Filed Oct 7, 2024 21:00 UTC | IRON MOUNTAIN INC IRM · Entity 517 | GrantPhantom Stock · Derivative | 237.472 | $118.88 | $28,231.62 |
DisclosureSEC source: 0001020569-24-000243 · wk-form4_1728334830.xml · derivative · entry 1 Simons Doyle · CIK 0001185922 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 40,006.219 Underlying: Common Stock · 237.472 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 dividends paid on Common Stock as if reinvested in Phantom Shares. F3 · price: The price reported in Column 8 is a weighted average price. These shares of Iron Mountain Incorporated common stock ("Common Stock") were sold in multiple transactions at prices ranging from $118.729 to $119.114, inclusive. The Reporting Person undertakes to provide Iron Mountain Incorporated (the "Company"), any security holder of the Company, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares of Common Stock sold at each separate price within the ranges set forth in this footnote (3). 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. Read SEC document |
| October 02, 2024 Filed Oct 3, 2024 20:32 UTC | IRON MOUNTAIN INC IRM · Entity 517 | GrantPhantom Stock · Derivative | 284.014 | $118.83 | $33,749.95 |
DisclosureSEC source: 0001020569-24-000234 · wk-form4_1727987566.xml · derivative · entry 1 Simons Doyle · CIK 0001185922 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 39,768.747 Underlying: Common Stock · 284.014 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 services on the Iron Mountain Incorporated board of directors as if reinvested in Phantom Shares. F3 · price: The price reported in Column 8 is a weighted average price. These shares of Iron Mountain Incorporated common stock ("Common Stock") were sold in multiple transactions at prices ranging from $118.869 to $118.789, inclusive. The Reporting Person undertakes to provide Iron Mountain Incorporated (the "Company"), any security holder of the Company, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares of Common Stock sold at each separate price within the ranges set forth in this footnote (3). 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. Read SEC document |
| October 01, 2024 Filed Oct 3, 2024 19:11 UTC | UNION PACIFIC CORP UNP · Entity 2854 | GrantPhantom Stock · Derivative | 311 | $245.55 Strike: $0.00 | $76,366.05 |
DisclosureSEC source: 0000100885-24-000212 · edgardoc.xml · derivative · entry 1 Simons Doyle · CIK 0001185922 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,282 Underlying: Common Stock · 311 shares Expires not disclosed F1 · security: Distribution ratio for Phantom Stock Units is 1:1. F2 · derivative.exercise_date: Phantom Stock Units are payable in cash only commencing at retirement. F2 · derivative.expiration_date: Phantom Stock Units are payable in cash only commencing at retirement. Read SEC document |
| September 30, 2024 Filed Oct 2, 2024 20:10 UTC | FISERV INC FI · Entity 3167 | GrantDeferred Compensation Notional Units · Derivative | 209 | $179.65 | $37,546.85 |
DisclosureSEC source: 0000798354-24-000184 · wk-form4_1727899800.xml · derivative · entry 1 Simons Doyle · CIK 0001185922 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 43,963 Underlying: Common Stock · 209 shares Expires not disclosed F1 · derivative.exercise_price: These deferred compensation notional units were allocated under the Fiserv, Inc. Non-Employee Director Deferred Compensation Plan (the "Plan"), under which director fees otherwise payable in cash may be deferred in exchange for the allocation of notional units under the Plan. This Form 4 reports the crediting of units under the Plan on September 30, 2024, in respect of $37,500 of deferred compensation. The number of notional units credited is calculated by dividing the amount of compensation that is deferred by the closing price of the company's common stock on the date of deferral, or last business day prior. On September 30, 2024, the closing price of Fiserv's common stock was $179.65 per share. Following cessation of the reporting person's service to the company, each notional unit will be settled in shares of Fiserv common stock on a one-for-one basis. F1 · price: These deferred compensation notional units were allocated under the Fiserv, Inc. Non-Employee Director Deferred Compensation Plan (the "Plan"), under which director fees otherwise payable in cash may be deferred in exchange for the allocation of notional units under the Plan. This Form 4 reports the crediting of units under the Plan on September 30, 2024, in respect of $37,500 of deferred compensation. The number of notional units credited is calculated by dividing the amount of compensation that is deferred by the closing price of the company's common stock on the date of deferral, or last business day prior. On September 30, 2024, the closing price of Fiserv's common stock was $179.65 per share. Following cessation of the reporting person's service to the company, each notional unit will be settled in shares of Fiserv common stock on a one-for-one basis. F1 · derivative.exercise_date: These deferred compensation notional units were allocated under the Fiserv, Inc. Non-Employee Director Deferred Compensation Plan (the "Plan"), under which director fees otherwise payable in cash may be deferred in exchange for the allocation of notional units under the Plan. This Form 4 reports the crediting of units under the Plan on September 30, 2024, in respect of $37,500 of deferred compensation. The number of notional units credited is calculated by dividing the amount of compensation that is deferred by the closing price of the company's common stock on the date of deferral, or last business day prior. On September 30, 2024, the closing price of Fiserv's common stock was $179.65 per share. Following cessation of the reporting person's service to the company, each notional unit will be settled in shares of Fiserv common stock on a one-for-one basis. F1 · derivative.expiration_date: These deferred compensation notional units were allocated under the Fiserv, Inc. Non-Employee Director Deferred Compensation Plan (the "Plan"), under which director fees otherwise payable in cash may be deferred in exchange for the allocation of notional units under the Plan. This Form 4 reports the crediting of units under the Plan on September 30, 2024, in respect of $37,500 of deferred compensation. The number of notional units credited is calculated by dividing the amount of compensation that is deferred by the closing price of the company's common stock on the date of deferral, or last business day prior. On September 30, 2024, the closing price of Fiserv's common stock was $179.65 per share. Following cessation of the reporting person's service to the company, each notional unit will be settled in shares of Fiserv common stock on a one-for-one basis. Read SEC document |
| July 10, 2024 Filed Jul 11, 2024 21:29 UTC | IRON MOUNTAIN INC IRM · Entity 517 | GrantPhantom Stock · Derivative | 358.337 | $94.19 | $33,751.76 |
DisclosureSEC source: 0001020569-24-000194 · wk-form4_1720733344.xml · derivative · entry 1 Simons Doyle · CIK 0001185922 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 39,484.733 Underlying: Common Stock · 358.337 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 services on the Iron Mountain Incorporated board of directors as if reinvested in Phantom Shares. F3 · price: The price reported in Column 8 is a weighted average price. These shares of Iron Mountain Incorporated common stock ("Common Stock") were sold in multiple transactions at prices ranging from $94.079 to $94.249, inclusive. The Reporting Person undertakes to provide Iron Mountain Incorporated (the "Company"), any security holder of the Company, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares of Common Stock sold at each separate price within the ranges set forth in this footnote (3). 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. Read SEC document |
| July 05, 2024 Filed Jul 9, 2024 01:37 UTC | IRON MOUNTAIN INC IRM · Entity 517 | GrantPhantom Stock · Derivative | 273.408 | $92.37 | $25,254.70 |
DisclosureSEC source: 0001020569-24-000182 · wk-form4_1720489043.xml · derivative · entry 1 Simons Doyle · CIK 0001185922 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 39,126.396 Underlying: Common Stock · 273.408 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 dividends paid on Common Stock as if reinvested in Phantom Shares. F3 · price: The price reported in Column 8 is a weighted average price. These shares of Iron Mountain Incorporated common stock ("Common Stock") were sold in multiple transactions at prices ranging from $92.129 to $92.459, inclusive. The Reporting Person undertakes to provide Iron Mountain Incorporated (the "Company"), any security holder of the Company, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares of Common Stock sold at each separate price within the ranges set forth in this footnote (3). 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. Read SEC document |
| July 01, 2024 Filed Jul 2, 2024 20:25 UTC | UNION PACIFIC CORP UNP · Entity 2854 | GrantPhantom Stock · Derivative | 337 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0000100885-24-000148 · edgardoc.xml · derivative · entry 1 Simons Doyle · CIK 0001185922 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 971 Underlying: Common Stock · 337 shares Expires not disclosed F1 · security: Distribution ratio for Phantom Stock Units is 1:1. F2 · derivative.exercise_date: Phantom Stock Units are payable in cash only commencing at retirement. F2 · derivative.expiration_date: Phantom Stock Units are payable in cash only commencing at retirement. Read SEC document |
| June 30, 2024 Filed Jul 2, 2024 20:10 UTC | FISERV INC FI · Entity 3167 | GrantDeferred Compensation Notional Units · Derivative | 235 | $149.04 | $35,024.40 |
DisclosureSEC source: 0000798354-24-000147 · wk-form4_1719951012.xml · derivative · entry 1 Simons Doyle · CIK 0001185922 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 43,754 Underlying: Common Stock · 235 shares Expires not disclosed F1 · derivative.exercise_price: These deferred compensation notional units were allocated under the Fiserv, Inc. Non-Employee Director Deferred Compensation Plan (the "Plan"), under which director fees otherwise payable in cash may be deferred in exchange for the allocation of notional units under the Plan. This Form 4 reports the crediting of units under the Plan on June 30, 2024, in respect of $35,000 of deferred compensation. The number of notional units credited is calculated by dividing the amount of compensation that is deferred by the closing price of the company's common stock on the date of deferral, or last business day prior. On June 28, 2024, the closing price of Fiserv's common stock was $149.04 per share. Following cessation of the reporting person's service to the company, each notional unit will be settled in shares of Fiserv common stock on a one-for-one basis. F1 · price: These deferred compensation notional units were allocated under the Fiserv, Inc. Non-Employee Director Deferred Compensation Plan (the "Plan"), under which director fees otherwise payable in cash may be deferred in exchange for the allocation of notional units under the Plan. This Form 4 reports the crediting of units under the Plan on June 30, 2024, in respect of $35,000 of deferred compensation. The number of notional units credited is calculated by dividing the amount of compensation that is deferred by the closing price of the company's common stock on the date of deferral, or last business day prior. On June 28, 2024, the closing price of Fiserv's common stock was $149.04 per share. Following cessation of the reporting person's service to the company, each notional unit will be settled in shares of Fiserv common stock on a one-for-one basis. F1 · derivative.exercise_date: These deferred compensation notional units were allocated under the Fiserv, Inc. Non-Employee Director Deferred Compensation Plan (the "Plan"), under which director fees otherwise payable in cash may be deferred in exchange for the allocation of notional units under the Plan. This Form 4 reports the crediting of units under the Plan on June 30, 2024, in respect of $35,000 of deferred compensation. The number of notional units credited is calculated by dividing the amount of compensation that is deferred by the closing price of the company's common stock on the date of deferral, or last business day prior. On June 28, 2024, the closing price of Fiserv's common stock was $149.04 per share. Following cessation of the reporting person's service to the company, each notional unit will be settled in shares of Fiserv common stock on a one-for-one basis. F1 · derivative.expiration_date: These deferred compensation notional units were allocated under the Fiserv, Inc. Non-Employee Director Deferred Compensation Plan (the "Plan"), under which director fees otherwise payable in cash may be deferred in exchange for the allocation of notional units under the Plan. This Form 4 reports the crediting of units under the Plan on June 30, 2024, in respect of $35,000 of deferred compensation. The number of notional units credited is calculated by dividing the amount of compensation that is deferred by the closing price of the company's common stock on the date of deferral, or last business day prior. On June 28, 2024, the closing price of Fiserv's common stock was $149.04 per share. Following cessation of the reporting person's service to the company, each notional unit will be settled in shares of Fiserv common stock on a one-for-one basis. Read SEC document |
| May 30, 2024 Filed Jun 3, 2024 20:59 UTC | IRON MOUNTAIN INC IRM · Entity 517 | GrantPhantom Stock · Derivative | 2,385 | $0.01 | $23.85 |
DisclosureSEC source: 0001020569-24-000139 · wk-form4_1717448389.xml · derivative · entry 1 Simons Doyle · CIK 0001185922 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 38,852.988 Underlying: Common Stock · 2,385 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 with respect to certain restricted stock units ("RSUs") received on May 30, 2024, which RSUs vest on the grant date, 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.exercise_date: Pursuant to the Reporting Person's election to participate in the Iron Mountain Incorporated Directors Deferred Compensation Plan with respect to certain restricted stock units ("RSUs") received on May 30, 2024, which RSUs vest on the grant date, 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 with respect to certain restricted stock units ("RSUs") received on May 30, 2024, which RSUs vest on the grant date, 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. Read SEC document |
| May 15, 2024 Filed May 17, 2024 20:24 UTC | FISERV INC FI · Entity 3167 | GrantCommon Stock | 1,968 | $0.00 | $0.00 |
DisclosureSEC source: 0000798354-24-000118 · wk-form4_1715977445.xml · nonDerivative · entry 1 Simons Doyle · CIK 0001185922 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 116,180 F1 · shares: These restricted stock units each represent a contingent right to receive one share of Fiserv, Inc. common stock. The restricted stock units vest 100% on the earlier of: (i) the first anniversary of the grant date; or (ii) immediately prior to the first annual meeting of shareholders after the grant date. Read SEC document |
| April 30, 2024 Filed May 1, 2024 20:10 UTC | FISERV INC FI · Entity 3167 | Exercise / conversionStock Option (right to buy) · Derivative | 7,096 | $0.00 Strike: $29.95 | $0.00 |
DisclosureSEC source: 0000798354-24-000103 · wk-form4_1714594239.xml · derivative · entry 2 Simons Doyle · CIK 0001185922 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 7,096 shares Expires 2024-05-28 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_date: This option vested in full on May 20, 2015. Read SEC document |
| April 30, 2024 Filed May 1, 2024 20:10 UTC | FISERV INC FI · Entity 3167 | Exercise / conversionCommon Stock | 7,096 | $29.95 | $212,525.20 |
DisclosureSEC source: 0000798354-24-000103 · wk-form4_1714594239.xml · nonDerivative · entry 1 Simons Doyle · CIK 0001185922 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 114,212 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| April 18, 2024 Filed Apr 22, 2024 21:31 UTC | IRON MOUNTAIN INC IRM · Entity 517 | GrantPhantom Stock · Derivative | 452.086 | $74.65 | $33,750.03 |
DisclosureSEC source: 0001020569-24-000119 · wk-form4_1713821504.xml · derivative · entry 1 Simons Doyle · CIK 0001185922 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 36,467.988 Underlying: Common Stock · 452.086 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 services on the Iron Mountain Incorporated board of directors as if reinvested in Phantom Shares. F3 · price: The price reported in Column 8 is a weighted average price. These shares of Iron Mountain Incorporated common stock ("Common Stock") were sold in multiple transactions at prices ranging from $74.609 to $74.719, inclusive. The Reporting Person undertakes to provide Iron Mountain Incorporated (the "Company"), any security holder of the Company, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares of Common Stock sold at each separate price within the ranges set forth in this footnote (3). 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. Read SEC document |
| April 04, 2024 Filed Apr 5, 2024 20:40 UTC | IRON MOUNTAIN INC IRM · Entity 517 | GrantPhantom Stock · Derivative | 289.958 | $80.08 | $23,219.84 |
DisclosureSEC source: 0001020569-24-000089 · wk-form4_1712349610.xml · derivative · entry 1 Simons Doyle · CIK 0001185922 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 36,015.902 Underlying: Common Stock · 289.958 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 dividends paid on Common Stock as if reinvested in Phantom Shares. F3 · price: The price reported in Column 8 is a weighted average price. These shares of Iron Mountain Incorporated common stock ("Common Stock") were sold in multiple transactions at prices ranging from $79.989 to $80.149, inclusive. The Reporting Person undertakes to provide Iron Mountain Incorporated (the "Company"), any security holder of the Company, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares of Common Stock sold at each separate price within the ranges set forth in this footnote (3). 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. Read SEC document |
| April 01, 2024 Filed Apr 2, 2024 19:04 UTC | UNION PACIFIC CORP UNP · Entity 2854 | GrantPhantom Stock · Derivative | 310 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0000100885-24-000082 · edgardoc.xml · derivative · entry 1 Simons Doyle · CIK 0001185922 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 634 Underlying: Common Stock · 310 shares Expires not disclosed F1 · security: Distribution ratio for Phantom Stock Units is 1:1. F2 · derivative.exercise_date: Phantom Stock Units are payable in cash only commencing at retirement. F2 · derivative.expiration_date: Phantom Stock Units are payable in cash only commencing at retirement. Read SEC document |
| March 31, 2024 Filed Apr 2, 2024 20:26 UTC | FISERV INC FI · Entity 3167 | GrantDeferred Compensation Notional Units · Derivative | 219 | $159.82 | $35,000.58 |
DisclosureSEC source: 0000798354-24-000090 · wk-form4_1712089588.xml · derivative · entry 1 Simons Doyle · CIK 0001185922 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 43,519 Underlying: Common Stock · 219 shares Expires not disclosed F1 · derivative.exercise_price: These deferred compensation notional units were allocated under the Fiserv, Inc. Non-Employee Director Deferred Compensation Plan (the "Plan"), under which director fees otherwise payable in cash may be deferred in exchange for the allocation of notional units under the Plan. This Form 4 reports the crediting of units under the Plan on March 31, 2024, in respect of $35,000 of deferred compensation. The number of notional units credited is calculated by dividing the amount of compensation that is deferred by the closing price of the company's common stock on the date of deferral, or last business day prior. On March 28, 2024, the closing price of Fiserv's common stock was $159.82 per share. Following cessation of the reporting person's service to the company, each notional unit will be settled in shares of Fiserv common stock on a one-for-one basis. F1 · price: These deferred compensation notional units were allocated under the Fiserv, Inc. Non-Employee Director Deferred Compensation Plan (the "Plan"), under which director fees otherwise payable in cash may be deferred in exchange for the allocation of notional units under the Plan. This Form 4 reports the crediting of units under the Plan on March 31, 2024, in respect of $35,000 of deferred compensation. The number of notional units credited is calculated by dividing the amount of compensation that is deferred by the closing price of the company's common stock on the date of deferral, or last business day prior. On March 28, 2024, the closing price of Fiserv's common stock was $159.82 per share. Following cessation of the reporting person's service to the company, each notional unit will be settled in shares of Fiserv common stock on a one-for-one basis. F1 · derivative.exercise_date: These deferred compensation notional units were allocated under the Fiserv, Inc. Non-Employee Director Deferred Compensation Plan (the "Plan"), under which director fees otherwise payable in cash may be deferred in exchange for the allocation of notional units under the Plan. This Form 4 reports the crediting of units under the Plan on March 31, 2024, in respect of $35,000 of deferred compensation. The number of notional units credited is calculated by dividing the amount of compensation that is deferred by the closing price of the company's common stock on the date of deferral, or last business day prior. On March 28, 2024, the closing price of Fiserv's common stock was $159.82 per share. Following cessation of the reporting person's service to the company, each notional unit will be settled in shares of Fiserv common stock on a one-for-one basis. F1 · derivative.expiration_date: These deferred compensation notional units were allocated under the Fiserv, Inc. Non-Employee Director Deferred Compensation Plan (the "Plan"), under which director fees otherwise payable in cash may be deferred in exchange for the allocation of notional units under the Plan. This Form 4 reports the crediting of units under the Plan on March 31, 2024, in respect of $35,000 of deferred compensation. The number of notional units credited is calculated by dividing the amount of compensation that is deferred by the closing price of the company's common stock on the date of deferral, or last business day prior. On March 28, 2024, the closing price of Fiserv's common stock was $159.82 per share. Following cessation of the reporting person's service to the company, each notional unit will be settled in shares of Fiserv common stock on a one-for-one basis. Read SEC document |
| January 11, 2024 Filed Jan 16, 2024 22:01 UTC | IRON MOUNTAIN INC IRM · Entity 517 | GrantPhantom Stock · Derivative | 504.76 | $66.86 | $33,749.77 |
DisclosureSEC source: 0001020569-24-000020 · wk-form4_1705442487.xml · derivative · entry 1 Simons Doyle · CIK 0001185922 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 35,725.944 Underlying: Common Stock · 504.76 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 services on the Iron Mountain Incorporated board of directors as if reinvested in Phantom Shares. F3 · price: The price reported in Column 8 is a weighted average price. These shares of Iron Mountain Incorporated common stock ("Common Stock") were sold in multiple transactions at prices ranging from $66.819 to $66.899, inclusive. The Reporting Person undertakes to provide Iron Mountain Incorporated (the "Company"), any security holder of the Company, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares of Common Stock sold at each separate price within the ranges set forth in this footnote (3). 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. Read SEC document |
| January 04, 2024 Filed Jan 8, 2024 22:50 UTC | IRON MOUNTAIN INC IRM · Entity 517 | GrantPhantom Stock · Derivative | 336.789 | $67.33 | $22,676.00 |
DisclosureSEC source: 0001020569-24-000010 · wk-form4_1704754194.xml · derivative · entry 1 Simons Doyle · CIK 0001185922 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 35,221.184 Underlying: Common Stock · 336.789 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 dividends paid on Common Stock as if reinvested in Phantom Shares. F3 · price: The price reported in Column 8 is a weighted average price. These shares of Iron Mountain Incorporated common stock ("Common Stock") were sold in multiple transactions at prices ranging from $67.269 to $67.379, inclusive. The Reporting Person undertakes to provide Iron Mountain Incorporated (the "Company"), any security holder of the Company, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares of Common Stock sold at each separate price within the ranges set forth in this footnote (3). 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. Read SEC document |
| January 02, 2024 Filed Jan 3, 2024 22:51 UTC | UNION PACIFIC CORP UNP · Entity 2854 | GrantPhantom Stock · Derivative | 181 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0000100885-24-000020 · edgardoc.xml · derivative · entry 1 Simons Doyle · CIK 0001185922 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 324 Underlying: Common Stock · 181 shares Expires not disclosed F1 · security: Distribution ratio for Phantom Stock Units is 1:1. F2 · derivative.exercise_date: Phantom Stock Units are payable in cash only commencing at retirement. F2 · derivative.expiration_date: Phantom Stock Units are payable in cash only commencing at retirement. 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.