Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| IRON MOUNTAIN INCIRM · Entity 517 | EVP & GM, N. America,W. Europe | September 05, 2019 | September 06, 2019 |
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 September 05, 2019 · Filed September 06, 2019
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common Stock, par value $.01 per shareSEC Table I · non-derivative | Direct | 24,114 |
Reported balance
After 2019-09-05 transaction · row 1
1 source rowRow 1 · 2019-09-05 · Sale · Disposed 6,000 · Balance 24,114 F1: This transaction was effected pursuant to a 10b5-1 trading plan which was approved and became effective as of June 19, 2019. |
Filing footnotes · ownership attribution and instrument terms
F1: This transaction was effected pursuant to a 10b5-1 trading plan which was approved and became effective as of June 19, 2019.
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 11, 2017 Filed Oct 13, 2017 22:47 UTC | IRON MOUNTAIN INC IRM · Entity 517 | SaleCommon Stock, par value $.01 per share | 16,417 | $39.00 | $640,263.00 |
DisclosureSEC source: 0001104659-17-062182 · a4.xml · nonDerivative · entry 4 Keddy Patrick J · CIK 0001346840 · Exec.VP,GM,N.America,W.Europe 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,588 F1 · kind: This transaction was effected pursuant to a 10b5-1 trading plan which was approved and became effective as of September 8, 2017. Read SEC document |
| October 11, 2017 Filed Oct 13, 2017 22:47 UTC | IRON MOUNTAIN INC IRM · Entity 517 | Exercise / conversionCommon Stock, par value $.01 per share | 16,417 | $29.27 | $480,525.59 |
DisclosureSEC source: 0001104659-17-062182 · a4.xml · nonDerivative · entry 3 Keddy Patrick J · CIK 0001346840 · Exec.VP,GM,N.America,W.Europe 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 29,005 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 · kind: This transaction was effected pursuant to a 10b5-1 trading plan which was approved and became effective as of September 8, 2017. Read SEC document |
| October 11, 2017 Filed Oct 13, 2017 22:47 UTC | IRON MOUNTAIN INC IRM · Entity 517 | SaleCommon Stock, par value $.01 per share | 7,011 | $39.14 | $274,424.56 |
DisclosureSEC source: 0001104659-17-062182 · a4.xml · nonDerivative · entry 2 Keddy Patrick J · CIK 0001346840 · Exec.VP,GM,N.America,W.Europe 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,588 F1 · kind: This transaction was effected pursuant to a 10b5-1 trading plan which was approved and became effective as of September 8, 2017. F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $39.000 to $39.215, inclusive. The Reporting Person undertakes to provide to 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 sold at each separate price within the ranges set forth in this footnote (2). Read SEC document |
| October 11, 2017 Filed Oct 13, 2017 22:47 UTC | IRON MOUNTAIN INC IRM · Entity 517 | Exercise / conversionCommon Stock, par value $.01 per share | 7,011 | $24.80 | $173,900.84 |
DisclosureSEC source: 0001104659-17-062182 · a4.xml · nonDerivative · entry 1 Keddy Patrick J · CIK 0001346840 · Exec.VP,GM,N.America,W.Europe 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,599 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 · kind: This transaction was effected pursuant to a 10b5-1 trading plan which was approved and became effective as of September 8, 2017. Read SEC document |
| May 30, 2017 Filed Jun 1, 2017 20:20 UTC | IRON MOUNTAIN INC IRM · Entity 517 | Exercise / conversionRestricted Stock Units · Derivative | 1,489 | $0.00 | $0.00 |
DisclosureSEC source: 0001104659-17-036911 · a4.xml · derivative · entry 3 Keddy Patrick J · CIK 0001346840 · Exec.VP,GM,N.America,W.Europe 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,493 Underlying: Common Stock · 1,489 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F2 · derivative.exercise_price: Each RSU represents a contingent right to receive one share of Iron Mountain Incorporated common stock ("Common Stock"). F3 · derivative.exercise_date: The RSUs, representing a contingent right to receive a total of 4,470 shares of Common Stock, were granted to the Reporting Person on May 27, 2015 and vest in three substantially equal annual installments beginning on the first anniversary of the grant date. F3 · derivative.expiration_date: The RSUs, representing a contingent right to receive a total of 4,470 shares of Common Stock, were granted to the Reporting Person on May 27, 2015 and vest in three substantially equal annual installments beginning on the first anniversary of the grant date. Read SEC document |
| May 30, 2017 Filed Jun 1, 2017 20:20 UTC | IRON MOUNTAIN INC IRM · Entity 517 | Tax withholdingCommon Stock, par value $.01 per share | 699 | $35.04 | $24,492.96 |
DisclosureSEC source: 0001104659-17-036911 · a4.xml · nonDerivative · entry 2 Keddy Patrick J · CIK 0001346840 · Exec.VP,GM,N.America,W.Europe 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,588 Read SEC document |
| May 30, 2017 Filed Jun 1, 2017 20:20 UTC | IRON MOUNTAIN INC IRM · Entity 517 | Exercise / conversionCommon Stock, par value $.01 per share | 1,489 | $0.00 | $0.00 |
DisclosureSEC source: 0001104659-17-036911 · a4.xml · nonDerivative · entry 1 Keddy Patrick J · CIK 0001346840 · Exec.VP,GM,N.America,W.Europe 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,287 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 · shares: This acquisition is reported to reflect the partial vesting of restricted stock units ("RSUs") previously granted to the Reporting Person on May 27, 2015. Read SEC document |
| February 21, 2017 Filed Feb 24, 2017 02:39 UTC | IRON MOUNTAIN INC IRM · Entity 517 | Exercise / conversionRestricted Stock Units · Derivative | 2,559 | $0.00 | $0.00 |
DisclosureSEC source: 0001104659-17-011364 · a4.xml · derivative · entry 6 Keddy Patrick J · CIK 0001346840 · Exec.VP,GM,N.America,W.Europe 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,128 Underlying: Common Stock · 2,559 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F3 · derivative.exercise_price: Each RSU represents a contingent right to receive one share of Iron Mountain Incorporated common stock ("Common Stock"). F5 · derivative.exercise_date: The RSUs, representing a contingent right to receive a total of 7,687 shares of Common Stock, were granted to the Reporting Person on February 18, 2016 and vest in three substantially equal annual installments beginning on the first anniversary of the grant date. F5 · derivative.expiration_date: The RSUs, representing a contingent right to receive a total of 7,687 shares of Common Stock, were granted to the Reporting Person on February 18, 2016 and vest in three substantially equal annual installments beginning on the first anniversary of the grant date. Read SEC document |
| February 21, 2017 Filed Feb 24, 2017 02:39 UTC | IRON MOUNTAIN INC IRM · Entity 517 | Exercise / conversionRestricted Stock Units · Derivative | 857 | $0.00 | $0.00 |
DisclosureSEC source: 0001104659-17-011364 · a4.xml · derivative · entry 5 Keddy Patrick J · CIK 0001346840 · Exec.VP,GM,N.America,W.Europe 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 861 Underlying: Common Stock · 857 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F3 · derivative.exercise_price: Each RSU represents a contingent right to receive one share of Iron Mountain Incorporated common stock ("Common Stock"). F4 · derivative.exercise_date: The RSUs, representing a contingent right to receive a total of 2,575 shares of Common Stock, were granted to the Reporting Person on February 19, 2015 and vest in three substantially equal annual installments beginning on the first anniversary of the grant date. F4 · derivative.expiration_date: The RSUs, representing a contingent right to receive a total of 2,575 shares of Common Stock, were granted to the Reporting Person on February 19, 2015 and vest in three substantially equal annual installments beginning on the first anniversary of the grant date. Read SEC document |
| February 21, 2017 Filed Feb 24, 2017 02:39 UTC | IRON MOUNTAIN INC IRM · Entity 517 | Tax withholdingCommon Stock, par value $.01 per share | 1,202 | $37.71 | $45,327.42 |
DisclosureSEC source: 0001104659-17-011364 · a4.xml · nonDerivative · entry 4 Keddy Patrick J · CIK 0001346840 · Exec.VP,GM,N.America,W.Europe 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,798 Read SEC document |
| February 21, 2017 Filed Feb 24, 2017 02:39 UTC | IRON MOUNTAIN INC IRM · Entity 517 | Exercise / conversionCommon Stock, par value $.01 per share | 2,559 | $0.00 | $0.00 |
DisclosureSEC source: 0001104659-17-011364 · a4.xml · nonDerivative · entry 3 Keddy Patrick J · CIK 0001346840 · Exec.VP,GM,N.America,W.Europe 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,000 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. F2 · shares: This acquisition is reported to reflect the partial vesting of RSUs previously granted to the Reporting Person on February 18, 2016. Read SEC document |
| February 21, 2017 Filed Feb 24, 2017 02:39 UTC | IRON MOUNTAIN INC IRM · Entity 517 | Tax withholdingCommon Stock, par value $.01 per share | 402 | $37.71 | $15,159.42 |
DisclosureSEC source: 0001104659-17-011364 · a4.xml · nonDerivative · entry 2 Keddy Patrick J · CIK 0001346840 · Exec.VP,GM,N.America,W.Europe 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,441 Read SEC document |
| February 21, 2017 Filed Feb 24, 2017 02:39 UTC | IRON MOUNTAIN INC IRM · Entity 517 | Exercise / conversionCommon Stock, par value $.01 per share | 857 | $0.00 | $0.00 |
DisclosureSEC source: 0001104659-17-011364 · a4.xml · nonDerivative · entry 1 Keddy Patrick J · CIK 0001346840 · Exec.VP,GM,N.America,W.Europe 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,843 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 · shares: This acquisition is reported to reflect the partial vesting of restricted stock units ("RSUs") previously granted to the Reporting Person on February 19, 2015. Read SEC document |
| February 16, 2017 Filed Feb 22, 2017 01:35 UTC | IRON MOUNTAIN INC IRM · Entity 517 | GrantRestricted Stock Units · Derivative | 6,486 | $0.00 | $0.00 |
DisclosureSEC source: 0001104659-17-010647 · a4.xml · derivative · entry 2 Keddy Patrick J · CIK 0001346840 · Exec VP&GM, No.Amer & W. Europ 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,486 Underlying: Common Stock · 6,486 shares Expires not disclosed F2 · derivative.exercise_price: Each restricted stock unit ("RSU") represents a contingent right to receive one share of Iron Mountain Incorporated common stock. F3 · derivative.exercise_date: The RSUs vest in three substantially equal annual installments beginning on the first anniversary of the grant date. F3 · derivative.expiration_date: The RSUs vest in three substantially equal annual installments beginning on the first anniversary of the grant date. Read SEC document |
| February 16, 2017 Filed Feb 22, 2017 01:35 UTC | IRON MOUNTAIN INC IRM · Entity 517 | GrantEmployee Stock Option (Right to Buy) · Derivative | 36,479 | $0.00 Strike: $37.00 | $0.00 |
DisclosureSEC source: 0001104659-17-010647 · a4.xml · derivative · entry 1 Keddy Patrick J · CIK 0001346840 · Exec VP&GM, No.Amer & W. Europ 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 36,479 Underlying: Common Stock · 36,479 shares Expires 2027-02-16 F1 · derivative.exercise_date: This stock option becomes exercisable in three substantially equal annual installments beginning on the first anniversary of the grant date. Read SEC document |
| February 13, 2017 Filed Feb 16, 2017 02:51 UTC | IRON MOUNTAIN INC IRM · Entity 517 | Exercise / conversionRestricted Stock Units · Derivative | 1,324 | $0.00 | $0.00 |
DisclosureSEC source: 0001104659-17-009719 · a4.xml · derivative · entry 3 Keddy Patrick J · CIK 0001346840 · Exec VP & GM, N.A. & W.E. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 1,324 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F2 · derivative.exercise_price: Each RSU represents a contingent right to receive one share of Iron Mountain Incorporated common stock ("Common Stock"). F3 · derivative.exercise_date: The RSUs, representing a contingent right to receive a total of 3,957 shares of Common Stock, were granted to the Reporting Person on February 13, 2014 and have vested in full in three substantially equal annual installments the last of which was on February 13, 2017. The number of RSUs granted includes previously reported RSUs allocated on November 4, 2014 in connection with the special distribution declared by the Board of Directors of Iron Mountain Incorporated on September 15, 2014 and paid on November 4, 2014. F3 · derivative.expiration_date: The RSUs, representing a contingent right to receive a total of 3,957 shares of Common Stock, were granted to the Reporting Person on February 13, 2014 and have vested in full in three substantially equal annual installments the last of which was on February 13, 2017. The number of RSUs granted includes previously reported RSUs allocated on November 4, 2014 in connection with the special distribution declared by the Board of Directors of Iron Mountain Incorporated on September 15, 2014 and paid on November 4, 2014. Read SEC document |
| February 13, 2017 Filed Feb 16, 2017 02:51 UTC | IRON MOUNTAIN INC IRM · Entity 517 | Tax withholdingCommon Stock, par value $.01 per share | 622 | $37.49 | $23,318.78 |
DisclosureSEC source: 0001104659-17-009719 · a4.xml · nonDerivative · entry 2 Keddy Patrick J · CIK 0001346840 · Exec VP & GM, N.A. & W.E. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,986 Read SEC document |
| February 13, 2017 Filed Feb 16, 2017 02:51 UTC | IRON MOUNTAIN INC IRM · Entity 517 | Exercise / conversionCommon Stock, par value $.01 per share | 1,324 | $0.00 | $0.00 |
DisclosureSEC source: 0001104659-17-009719 · a4.xml · nonDerivative · entry 1 Keddy Patrick J · CIK 0001346840 · Exec VP & GM, N.A. & W.E. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,608 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 · shares: This acquisition is reported to reflect the partial vesting of restricted stock units ("RSUs") previously granted to the Reporting Person on February 13, 2014. 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.