Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| IRON MOUNTAIN INCIRM · Entity 517 | SVP, Strategy | April 15, 2019 | April 23, 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 April 15, 2019 · Filed April 23, 2019
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common Stock, par value $.01 per shareSEC Table I · non-derivative | Direct | 0 |
Ending reported balance
After 2019-04-15 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2019-04-15 · Exercise / conversion · Acquired 2,922 · Balance 2,922 F1: This transaction was effected pursuant to a 10b5-1 trading plan which was approved and became effective as of March 13, 2019. Row 2 · 2019-04-15 · Sale · Disposed 2,922 · Balance 0 F1: This transaction was effected pursuant to a 10b5-1 trading plan which was approved and became effective as of March 13, 2019. |
| Common Stock, par value $.01 per shareSEC Table I · non-derivative | IndirectSee footnote | 2,741 |
Last balance in matching sequence
After 2019-04-15 transaction · row 4
Source-order balances reconcile. Account continuity and personal attribution are not independently verified.
2 source rowsRow 3 · 2019-04-15 · Sale · Disposed 932 · Balance 3,837 F1: This transaction was effected pursuant to a 10b5-1 trading plan which was approved and became effective as of March 13, 2019. F2: Shares of Common Stock held by The Edward T. Bicks Living Trust dated October 27, 2015. Row 4 · 2019-04-15 · Sale · Disposed 1,096 · Balance 2,741 F1: This transaction was effected pursuant to a 10b5-1 trading plan which was approved and became effective as of March 13, 2019. F2: Shares of Common Stock held by The Edward T. Bicks Living Trust dated October 27, 2015. |
| Employee Stock Option (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $24.80 · Expires 2024-02-13 | Direct | 0 |
Reported balance
After 2019-04-15 transaction · row 5
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 5 · 2019-04-15 · Exercise / conversion · Disposed 2,922 · Balance 0 F1: This transaction was effected pursuant to a 10b5-1 trading plan which was approved and became effective as of March 13, 2019. F3: This stock option, representing a right to purchase a total of 4,381 shares, is fully vested. The number of stock options granted includes previously reported adjustments effective on September 26, 2014 made in connection with the special distribution declared by the Board of Directors of the Company on September 15, 2014 and paid on November 4, 2014. |
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 March 13, 2019.
F2: Shares of Common Stock held by The Edward T. Bicks Living Trust dated October 27, 2015.
F3: This stock option, representing a right to purchase a total of 4,381 shares, is fully vested. The number of stock options granted includes previously reported adjustments effective on September 26, 2014 made in connection with the special distribution declared by the Board of Directors of the Company on September 15, 2014 and paid on November 4, 2014.
Transaction history
JSON APIPurchases/sales include open-market and private transactions. Plan disclosure applies to the filing; individual rows may differ. “Not disclosed” is not “unplanned.”
The cutoff filters transaction history only. Company summaries and owner relationships show the latest available disclosures. Parser corrections can improve historical records.
| Transaction date | Company | Activity / security | Shares / units | Reported price | Reported value | Details |
|---|---|---|---|---|---|---|
| April 15, 2019 Filed Apr 23, 2019 00:57 UTC | IRON MOUNTAIN INC IRM · Entity 517 | Exercise / conversionEmployee Stock Option (Right to Buy) · Derivative | 2,922 | $0.00 Strike: $24.80 | $0.00 |
DisclosureSEC source: 0001020569-19-000128 · wf-form4_155598105342682.xml · derivative · entry 5 Bicks Edward · CIK 0001667756 · SVP, Strategy 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 2,922 shares Expires 2024-02-13 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 March 13, 2019. F3 · derivative.exercise_date: This stock option, representing a right to purchase a total of 4,381 shares, is fully vested. The number of stock options granted includes previously reported adjustments effective on September 26, 2014 made in connection with the special distribution declared by the Board of Directors of the Company on September 15, 2014 and paid on November 4, 2014. Read SEC document |
| April 15, 2019 Filed Apr 23, 2019 00:57 UTC | IRON MOUNTAIN INC IRM · Entity 517 | SaleCommon Stock, par value $.01 per share | 1,096 | $36.55 | $40,058.80 |
DisclosureSEC source: 0001020569-19-000128 · wf-form4_155598105342682.xml · nonDerivative · entry 4 Bicks Edward · CIK 0001667756 · SVP, Strategy 10b5-1 filing: Not disclosed Ownership: Indirect · See footnote Disclosed balance after: 2,741 F1 · kind: This transaction was effected pursuant to a 10b5-1 trading plan which was approved and became effective as of March 13, 2019. F2 · ownership.nature: Shares of Common Stock held by The Edward T. Bicks Living Trust dated October 27, 2015. Read SEC document |
| April 15, 2019 Filed Apr 23, 2019 00:57 UTC | IRON MOUNTAIN INC IRM · Entity 517 | SaleCommon Stock, par value $.01 per share | 932 | $36.55 | $34,064.60 |
DisclosureSEC source: 0001020569-19-000128 · wf-form4_155598105342682.xml · nonDerivative · entry 3 Bicks Edward · CIK 0001667756 · SVP, Strategy 10b5-1 filing: Not disclosed Ownership: Indirect · See footnote Disclosed balance after: 3,837 F1 · kind: This transaction was effected pursuant to a 10b5-1 trading plan which was approved and became effective as of March 13, 2019. F2 · ownership.nature: Shares of Common Stock held by The Edward T. Bicks Living Trust dated October 27, 2015. Read SEC document |
| April 15, 2019 Filed Apr 23, 2019 00:57 UTC | IRON MOUNTAIN INC IRM · Entity 517 | SaleCommon Stock, par value $.01 per share | 2,922 | $36.55 | $106,799.10 |
DisclosureSEC source: 0001020569-19-000128 · wf-form4_155598105342682.xml · nonDerivative · entry 2 Bicks Edward · CIK 0001667756 · SVP, Strategy 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 F1 · kind: This transaction was effected pursuant to a 10b5-1 trading plan which was approved and became effective as of March 13, 2019. Read SEC document |
| April 15, 2019 Filed Apr 23, 2019 00:57 UTC | IRON MOUNTAIN INC IRM · Entity 517 | Exercise / conversionCommon Stock, par value $.01 per share | 2,922 | $24.80 | $72,476.41 |
DisclosureSEC source: 0001020569-19-000128 · wf-form4_155598105342682.xml · nonDerivative · entry 1 Bicks Edward · CIK 0001667756 · SVP, Strategy 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,922 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 March 13, 2019. Read SEC document |
| March 12, 2019 Filed Mar 13, 2019 20:53 UTC | IRON MOUNTAIN INC IRM · Entity 517 | GiftCommon Stock, par value $.01 per share | 2,834 | $0.00 | $0.00 |
DisclosureSEC source: 0001020569-19-000104 · wf-form4_155251038169014.xml · nonDerivative · entry 2 Bicks Edward · CIK 0001667756 · SVP, Strategy 10b5-1 filing: Not disclosed Ownership: Indirect · See footnote Disclosed balance after: 4,769 F1 · kind: This transaction is being reported to reflect the transfer of all the Reporting Person's shares of Iron Mountain Incorporated common stock ("Common Stock") to The Edward T. Bicks Living Trust dated October 27, 2015 (the "Trust"), of which the Reporting Person is a co-trustee and of which the Reporting Person and the Reporting Person's wife and descendants are beneficiaries. F2 · ownership.nature: Shares of Common Stock held by the Trust. Read SEC document |
| March 12, 2019 Filed Mar 13, 2019 20:53 UTC | IRON MOUNTAIN INC IRM · Entity 517 | GiftCommon Stock, par value $.01 per share | 2,834 | $0.00 | $0.00 |
DisclosureSEC source: 0001020569-19-000104 · wf-form4_155251038169014.xml · nonDerivative · entry 1 Bicks Edward · CIK 0001667756 · SVP, Strategy 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 F1 · kind: This transaction is being reported to reflect the transfer of all the Reporting Person's shares of Iron Mountain Incorporated common stock ("Common Stock") to The Edward T. Bicks Living Trust dated October 27, 2015 (the "Trust"), of which the Reporting Person is a co-trustee and of which the Reporting Person and the Reporting Person's wife and descendants are beneficiaries. Read SEC document |
| February 20, 2019 Filed Feb 22, 2019 21:37 UTC | IRON MOUNTAIN INC IRM · Entity 517 | GrantRestricted Stock Units · Derivative | 2,519 | $0.00 | $0.00 |
DisclosureSEC source: 0001104659-19-010109 · a4.xml · derivative · entry 2 Bicks Edward · CIK 0001667756 · SVP, Strategy 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,519 Underlying: Common Stock · 2,519 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 20, 2019 Filed Feb 22, 2019 21:37 UTC | IRON MOUNTAIN INC IRM · Entity 517 | GrantEmployee Stock Option (Right to Buy) · Derivative | 12,556 | $0.00 Strike: $35.72 | $0.00 |
DisclosureSEC source: 0001104659-19-010109 · a4.xml · derivative · entry 1 Bicks Edward · CIK 0001667756 · SVP, Strategy 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,556 Underlying: Common Stock · 12,556 shares Expires 2029-02-20 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 19, 2019 Filed Feb 22, 2019 00:00 UTC | IRON MOUNTAIN INC IRM · Entity 517 | Exercise / conversionPerformance Units · Derivative | 1,420 | $0.00 | $0.00 |
DisclosureSEC source: 0001020569-19-000082 · wf-form4_155079362966741.xml · derivative · entry 10 Bicks Edward · CIK 0001667756 · SVP, Strategy 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 1,420 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. F8 · derivative.exercise_price: Each PU represents a contingent right to receive one share of Common Stock. F9 · derivative.exercise_date: The PUs were initially granted to the Reporting Person on February 18, 2016. Effective February 14, 2019, the Compensation Committee determined the actual award of PUs under the grant after completion of the relevant performance period, and the PUs vested in full on February 18, 2019. F9 · derivative.expiration_date: The PUs were initially granted to the Reporting Person on February 18, 2016. Effective February 14, 2019, the Compensation Committee determined the actual award of PUs under the grant after completion of the relevant performance period, and the PUs vested in full on February 18, 2019. Read SEC document |
| February 19, 2019 Filed Feb 22, 2019 00:00 UTC | IRON MOUNTAIN INC IRM · Entity 517 | Exercise / conversionRestricted Stock Units · Derivative | 675 | $0.00 | $0.00 |
DisclosureSEC source: 0001020569-19-000082 · wf-form4_155079362966741.xml · derivative · entry 9 Bicks Edward · CIK 0001667756 · SVP, Strategy 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 678 Underlying: Common Stock · 675 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F5 · derivative.exercise_price: Each RSU represents a contingent right to receive one share of Iron Mountain Incorporated common stock ("Common Stock"). F7 · derivative.exercise_date: The RSUs, representing a contingent right to receive a total of 2,027 shares of Common Stock, were granted to the Reporting Person on February 16, 2017 and vest in three substantially equal annual installments beginning on the first anniversary of the grant date. F7 · derivative.expiration_date: The RSUs, representing a contingent right to receive a total of 2,027 shares of Common Stock, were granted to the Reporting Person on February 16, 2017 and vest in three substantially equal annual installments beginning on the first anniversary of the grant date. Read SEC document |
| February 19, 2019 Filed Feb 22, 2019 00:00 UTC | IRON MOUNTAIN INC IRM · Entity 517 | Exercise / conversionRestricted Stock Units · Derivative | 856 | $0.00 | $0.00 |
DisclosureSEC source: 0001020569-19-000082 · wf-form4_155079362966741.xml · derivative · entry 8 Bicks Edward · CIK 0001667756 · SVP, Strategy 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 856 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F5 · derivative.exercise_price: Each RSU represents a contingent right to receive one share of Iron Mountain Incorporated common stock ("Common Stock"). F6 · derivative.exercise_date: The RSUs, representing a contingent right to receive a total of 2,562 shares of Common Stock, were granted to the Reporting Person on February 18, 2016 and have vested in full. F6 · derivative.expiration_date: The RSUs, representing a contingent right to receive a total of 2,562 shares of Common Stock, were granted to the Reporting Person on February 18, 2016 and have vested in full. Read SEC document |
| February 19, 2019 Filed Feb 22, 2019 00:00 UTC | IRON MOUNTAIN INC IRM · Entity 517 | Tax withholdingCommon Stock, par value $.01 per share | 488 | $35.39 | $17,270.32 |
DisclosureSEC source: 0001020569-19-000082 · wf-form4_155079362966741.xml · nonDerivative · entry 6 Bicks Edward · CIK 0001667756 · SVP, Strategy 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,834 Read SEC document |
| February 19, 2019 Filed Feb 22, 2019 00:00 UTC | IRON MOUNTAIN INC IRM · Entity 517 | Exercise / conversionCommon Stock, par value $.01 per share | 1,420 | $0.00 | $0.00 |
DisclosureSEC source: 0001020569-19-000082 · wf-form4_155079362966741.xml · nonDerivative · entry 5 Bicks Edward · CIK 0001667756 · SVP, Strategy 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,322 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 · shares: This acquisition is reported to reflect the full vesting of performance units ("PUs") previously granted to the Reporting Person on February 18, 2016. Effective February 14, 2019, the Compensation Committee of Iron Mountain Incorporated's Board of Directors (the "Compensation Committee") determined the actual award of PUs under the grant after completion of the relevant performance period, and the PUs vested in full on February 18, 2019. Read SEC document |
| February 19, 2019 Filed Feb 22, 2019 00:00 UTC | IRON MOUNTAIN INC IRM · Entity 517 | Tax withholdingCommon Stock, par value $.01 per share | 192 | $35.39 | $6,794.88 |
DisclosureSEC source: 0001020569-19-000082 · wf-form4_155079362966741.xml · nonDerivative · entry 4 Bicks Edward · CIK 0001667756 · SVP, Strategy 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,902 Read SEC document |
| February 19, 2019 Filed Feb 22, 2019 00:00 UTC | IRON MOUNTAIN INC IRM · Entity 517 | Exercise / conversionCommon Stock, par value $.01 per share | 675 | $0.00 | $0.00 |
DisclosureSEC source: 0001020569-19-000082 · wf-form4_155079362966741.xml · nonDerivative · entry 3 Bicks Edward · CIK 0001667756 · SVP, Strategy 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,094 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 16, 2017. Read SEC document |
| February 19, 2019 Filed Feb 22, 2019 00:00 UTC | IRON MOUNTAIN INC IRM · Entity 517 | Tax withholdingCommon Stock, par value $.01 per share | 243 | $35.39 | $8,599.77 |
DisclosureSEC source: 0001020569-19-000082 · wf-form4_155079362966741.xml · nonDerivative · entry 2 Bicks Edward · CIK 0001667756 · SVP, Strategy 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,419 Read SEC document |
| February 19, 2019 Filed Feb 22, 2019 00:00 UTC | IRON MOUNTAIN INC IRM · Entity 517 | Exercise / conversionCommon Stock, par value $.01 per share | 856 | $0.00 | $0.00 |
DisclosureSEC source: 0001020569-19-000082 · wf-form4_155079362966741.xml · nonDerivative · entry 1 Bicks Edward · CIK 0001667756 · SVP, Strategy 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,662 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 18, 2016. Read SEC document |
| February 15, 2019 Filed Feb 21, 2019 01:42 UTC | IRON MOUNTAIN INC IRM · Entity 517 | Exercise / conversionRestricted Stock Units · Derivative | 1,234 | $0.00 | $0.00 |
DisclosureSEC source: 0001020569-19-000063 · wf-form4_155071333661670.xml · derivative · entry 4 Bicks Edward · CIK 0001667756 · SVP, Strategy 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,472 Underlying: Common Stock · 1,234 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 3,706 shares of Common Stock, were granted to the Reporting Person on February 15, 2018 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 3,706 shares of Common Stock, were granted to the Reporting Person on February 15, 2018 and vest in three substantially equal annual installments beginning on the first anniversary of the grant date. Read SEC document |
| February 15, 2019 Filed Feb 21, 2019 01:42 UTC | IRON MOUNTAIN INC IRM · Entity 517 | Tax withholdingCommon Stock, par value $.01 per share | 428 | $35.12 | $15,031.36 |
DisclosureSEC source: 0001020569-19-000063 · wf-form4_155071333661670.xml · nonDerivative · entry 2 Bicks Edward · CIK 0001667756 · SVP, Strategy 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 806 Read SEC document |
| February 15, 2019 Filed Feb 21, 2019 01:42 UTC | IRON MOUNTAIN INC IRM · Entity 517 | Exercise / conversionCommon Stock, par value $.01 per share | 1,234 | $0.00 | $0.00 |
DisclosureSEC source: 0001020569-19-000063 · wf-form4_155071333661670.xml · nonDerivative · entry 1 Bicks Edward · CIK 0001667756 · SVP, Strategy 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,234 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 15, 2018. Read SEC document |
| February 14, 2019 Filed Feb 19, 2019 22:45 UTC | IRON MOUNTAIN INC IRM · Entity 517 | GrantPerformance Units · Derivative | 1,420 | $0.00 | $0.00 |
DisclosureSEC source: 0001020569-19-000037 · wf-form4_155061629448321.xml · derivative · entry 1 Bicks Edward · CIK 0001667756 · SVP, Strategy 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,420 Underlying: Common Stock · 1,420 shares Expires not disclosed F1 · derivative.exercise_price: Each Performance Unit ("PU") represents a contingent right to receive one share of Iron Mountain Incorporated common stock. F2 · shares: The PUs were initially granted to the Reporting Person on February 18, 2016. This Form 4 is being filed to reflect the determination by the Compensation Committee of Iron Mountain Incorporated's Board of Directors, effective as of February 14, 2019, of the actual award of PUs under the grant after completion of the relevant performance period. F3 · derivative.exercise_date: The PUs were initially granted to the Reporting Person on February 18, 2016 and fully vest on February 18, 2019. F3 · derivative.expiration_date: The PUs were initially granted to the Reporting Person on February 18, 2016 and fully vest on February 18, 2019. Read SEC document |
| March 05, 2018 Filed Mar 7, 2018 22:08 UTC | IRON MOUNTAIN INC IRM · Entity 517 | GiftCommon Stock, par value $.01 per share | 1,935 | $0.00 | $0.00 |
DisclosureSEC source: 0001020569-18-000026 · wf-form4_152046045634506.xml · nonDerivative · entry 2 Bicks Edward · CIK 0001667756 · SVP, Strategy 10b5-1 filing: Not disclosed Ownership: Indirect · See footnote Disclosed balance after: 1,935 F1 · kind: This transaction is being reported to reflect the transfer of all the Reporting Person's shares of Iron Mountain Incorporated common stock ("Common Stock") to The Edward T. Bicks Living Trust dated October 27, 2015 (the "Trust"), of which the Reporting Person is a co-trustee and of which the Reporting Person and the Reporting Person's wife and descendants are beneficiaries. F2 · ownership.nature: Shares of Common Stock held by the Trust. Read SEC document |
| March 05, 2018 Filed Mar 7, 2018 22:08 UTC | IRON MOUNTAIN INC IRM · Entity 517 | GiftCommon Stock, par value $.01 per share | 1,935 | $0.00 | $0.00 |
DisclosureSEC source: 0001020569-18-000026 · wf-form4_152046045634506.xml · nonDerivative · entry 1 Bicks Edward · CIK 0001667756 · SVP, Strategy 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 F1 · kind: This transaction is being reported to reflect the transfer of all the Reporting Person's shares of Iron Mountain Incorporated common stock ("Common Stock") to The Edward T. Bicks Living Trust dated October 27, 2015 (the "Trust"), of which the Reporting Person is a co-trustee and of which the Reporting Person and the Reporting Person's wife and descendants are beneficiaries. Read SEC document |
| February 20, 2018 Filed Feb 22, 2018 22:32 UTC | IRON MOUNTAIN INC IRM · Entity 517 | Exercise / conversionRestricted Stock Units · Derivative | 853 | $0.00 | $0.00 |
DisclosureSEC source: 0001020569-18-000018 · wf-form4_151933872861785.xml · derivative · entry 10 Bicks Edward · CIK 0001667756 · SVP, Strategy 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 856 Underlying: Common Stock · 853 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. F7 · derivative.exercise_price: Each RSU represents a contingent right to receive one share of Common Stock. F9 · derivative.exercise_date: The RSUs, representing a contingent right to receive a total of 2,562 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. F9 · derivative.expiration_date: The RSUs, representing a contingent right to receive a total of 2,562 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 20, 2018 Filed Feb 22, 2018 22:32 UTC | IRON MOUNTAIN INC IRM · Entity 517 | Exercise / conversionRestricted Stock Units · Derivative | 645 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001020569-18-000018 · wf-form4_151933872861785.xml · derivative · entry 9 Bicks Edward · CIK 0001667756 · SVP, Strategy 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 645 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. F7 · derivative.exercise_price: Each RSU represents a contingent right to receive one share of Common Stock. F8 · derivative.exercise_date: The RSUs were granted to the Reporting Person on February 19, 2015 and have fully vested. F8 · derivative.expiration_date: The RSUs were granted to the Reporting Person on February 19, 2015 and have fully vested. Read SEC document |
| February 20, 2018 Filed Feb 22, 2018 22:32 UTC | IRON MOUNTAIN INC IRM · Entity 517 | Exercise / conversionPerformance Units · Derivative | 753 | $0.00 | $0.00 |
DisclosureSEC source: 0001020569-18-000018 · wf-form4_151933872861785.xml · derivative · entry 8 Bicks Edward · CIK 0001667756 · SVP, Strategy 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 753 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. F4 · derivative.exercise_price: Each PU represents a contingent right to receive one share of Iron Mountain Incorporated common stock ("Common Stock"). F6 · derivative.exercise_date: The PUs were initially granted to the Reporting Person on February 19, 2015 and fully vested on February 20, 2018. F6 · derivative.expiration_date: The PUs were initially granted to the Reporting Person on February 19, 2015 and fully vested on February 20, 2018. Read SEC document |
| February 20, 2018 Filed Feb 22, 2018 22:32 UTC | IRON MOUNTAIN INC IRM · Entity 517 | Tax withholdingCommon Stock, par value $.01 per share | 296 | $32.12 | $9,507.52 |
DisclosureSEC source: 0001020569-18-000018 · wf-form4_151933872861785.xml · nonDerivative · entry 6 Bicks Edward · CIK 0001667756 · SVP, Strategy 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,935 Read SEC document |
| February 20, 2018 Filed Feb 22, 2018 22:32 UTC | IRON MOUNTAIN INC IRM · Entity 517 | Exercise / conversionCommon Stock, par value $.01 per share | 853 | $0.00 | $0.00 |
DisclosureSEC source: 0001020569-18-000018 · wf-form4_151933872861785.xml · nonDerivative · entry 5 Bicks Edward · CIK 0001667756 · SVP, Strategy 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,231 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 · 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 20, 2018 Filed Feb 22, 2018 22:32 UTC | IRON MOUNTAIN INC IRM · Entity 517 | Tax withholdingCommon Stock, par value $.01 per share | 200 | $32.12 | $6,424.00 |
DisclosureSEC source: 0001020569-18-000018 · wf-form4_151933872861785.xml · nonDerivative · entry 4 Bicks Edward · CIK 0001667756 · SVP, Strategy 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,378 Read SEC document |
| February 20, 2018 Filed Feb 22, 2018 22:32 UTC | IRON MOUNTAIN INC IRM · Entity 517 | Exercise / conversionCommon Stock, par value $.01 per share | 645 | $0.00 | $0.00 |
DisclosureSEC source: 0001020569-18-000018 · wf-form4_151933872861785.xml · nonDerivative · entry 3 Bicks Edward · CIK 0001667756 · SVP, Strategy 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,578 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 restricted stock units ("RSUs") previously granted to the Reporting Person on February 19, 2015. Read SEC document |
| February 20, 2018 Filed Feb 22, 2018 22:32 UTC | IRON MOUNTAIN INC IRM · Entity 517 | Tax withholdingCommon Stock, par value $.01 per share | 260 | $32.12 | $8,351.20 |
DisclosureSEC source: 0001020569-18-000018 · wf-form4_151933872861785.xml · nonDerivative · entry 2 Bicks Edward · CIK 0001667756 · SVP, Strategy 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 933 Read SEC document |
| February 20, 2018 Filed Feb 22, 2018 22:32 UTC | IRON MOUNTAIN INC IRM · Entity 517 | Exercise / conversionCommon Stock, par value $.01 per share | 753 | $0.00 | $0.00 |
DisclosureSEC source: 0001020569-18-000018 · wf-form4_151933872861785.xml · nonDerivative · entry 1 Bicks Edward · CIK 0001667756 · SVP, Strategy 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,193 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 transaction is being reported to reflect the full vesting of performance units ("PUs") initially granted to the Reporting Person on February 19, 2015. Effective February 16, 2018, the Compensation Committee of Iron Mountain Incorporated's Board of Directors (the "Compensation Committee") determined the actual award of PUs under the grant after completion of the relevant performance period, and the PUs vested on February 20, 2018. Read SEC document |
| February 16, 2018 Filed Feb 21, 2018 01:29 UTC | IRON MOUNTAIN INC IRM · Entity 517 | Exercise / conversionRestricted Stock Units · Derivative | 674 | $0.00 | $0.00 |
DisclosureSEC source: 0001104659-18-010878 · a4.xml · derivative · entry 5 Bicks Edward · CIK 0001667756 · SVP, Strategy 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,353 Underlying: Common Stock · 674 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 2,027 shares of Common Stock, were granted to the Reporting Person on February 16, 2017 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 2,027 shares of Common Stock, were granted to the Reporting Person on February 16, 2017 and vest in three substantially equal annual installments beginning on the first anniversary of the grant date. Read SEC document |
| February 16, 2018 Filed Feb 21, 2018 01:29 UTC | IRON MOUNTAIN INC IRM · Entity 517 | Tax withholdingCommon Stock, par value $.01 per share | 234 | $33.17 | $7,761.78 |
DisclosureSEC source: 0001104659-18-010878 · a4.xml · nonDerivative · entry 2 Bicks Edward · CIK 0001667756 · SVP, Strategy 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 440 Read SEC document |
| February 16, 2018 Filed Feb 21, 2018 01:29 UTC | IRON MOUNTAIN INC IRM · Entity 517 | Exercise / conversionCommon Stock, par value $.01 per share | 674 | $0.00 | $0.00 |
DisclosureSEC source: 0001104659-18-010878 · a4.xml · nonDerivative · entry 1 Bicks Edward · CIK 0001667756 · SVP, Strategy 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 674 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 16, 2017. Read SEC document |
| February 16, 2018 Filed Feb 22, 2018 22:32 UTC | IRON MOUNTAIN INC IRM · Entity 517 | GrantPerformance Units · Derivative | 753 | $0.00 | $0.00 |
DisclosureSEC source: 0001020569-18-000018 · wf-form4_151933872861785.xml · derivative · entry 7 Bicks Edward · CIK 0001667756 · SVP, Strategy 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 753 Underlying: Common Stock · 753 shares Expires not disclosed F4 · derivative.exercise_price: Each PU represents a contingent right to receive one share of Iron Mountain Incorporated common stock ("Common Stock"). F5 · kind: The PUs were initially granted to the Reporting Person on February 19, 2015, and effective February 16, 2018 the Compensation Committee determined the actual award of PUs under the grant after completion of the relevant performance period. F6 · derivative.exercise_date: The PUs were initially granted to the Reporting Person on February 19, 2015 and fully vested on February 20, 2018. F6 · derivative.expiration_date: The PUs were initially granted to the Reporting Person on February 19, 2015 and fully vested on February 20, 2018. Read SEC document |
| February 15, 2018 Filed Feb 21, 2018 01:29 UTC | IRON MOUNTAIN INC IRM · Entity 517 | GrantRestricted Stock Units · Derivative | 3,706 | $0.00 | $0.00 |
DisclosureSEC source: 0001104659-18-010878 · a4.xml · derivative · entry 4 Bicks Edward · CIK 0001667756 · SVP, Strategy 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,706 Underlying: Common Stock · 3,706 shares Expires not disclosed 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 vest in three substantially equal annual installments beginning on the first anniversary of the grant date. F4 · 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 15, 2018 Filed Feb 21, 2018 01:29 UTC | IRON MOUNTAIN INC IRM · Entity 517 | GrantEmployee Stock Option (Right to Buy) · Derivative | 6,913 | $0.00 Strike: $33.72 | $0.00 |
DisclosureSEC source: 0001104659-18-010878 · a4.xml · derivative · entry 3 Bicks Edward · CIK 0001667756 · SVP, Strategy 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,913 Underlying: Common Stock · 6,913 shares Expires 2028-02-15 F2 · 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 |
| November 21, 2017 Filed Nov 24, 2017 21:14 UTC | IRON MOUNTAIN INC IRM · Entity 517 | SaleCommon Stock, par value $.01 per share | 1,880 | $41.50 | $78,020.00 |
DisclosureSEC source: 0001104659-17-070326 · a4.xml · nonDerivative · entry 1 Bicks Edward · CIK 0001667756 · Sr VP & Chief Strategy Officer 10b5-1 filing: Not disclosed Ownership: Indirect · See footnote Disclosed balance after: 0 F1 · kind: This transaction was effected pursuant to a 10b5-1 trading plan which was approved and became effective as of May 3, 2017. F2 · ownership.nature: Shares held by The Edward T. Bicks Living Trust dated October 27, 2015, of which the Reporting Person is a co-trustee and of which the Reporting Person and the Reporting Person's wife and descendants are beneficiaries. Read SEC document |
| September 22, 2017 Filed Sep 27, 2017 01:54 UTC | IRON MOUNTAIN INC IRM · Entity 517 | SaleCommon Stock, par value $.01 per share | 513 | $40.50 | $20,776.50 |
DisclosureSEC source: 0001104659-17-058935 · a4.xml · nonDerivative · entry 1 Bicks Edward · CIK 0001667756 · Sr VP & Chief Strategy Officer 10b5-1 filing: Not disclosed Ownership: Indirect · See footnote Disclosed balance after: 1,880 F1 · kind: This transaction was effected pursuant to a 10b5-1 trading plan which was approved and became effective as of May 3, 2017. F2 · ownership.nature: Shares held by The Edward T. Bicks Living Trust dated October 27, 2015, of which the Reporting Person is a co-trustee and of which the Reporting Person and the Reporting Person's wife and descendants are beneficiaries. Read SEC document |
| August 30, 2017 Filed Sep 1, 2017 21:22 UTC | IRON MOUNTAIN INC IRM · Entity 517 | SaleCommon Stock, par value $.01 per share | 401 | $39.50 | $15,839.50 |
DisclosureSEC source: 0001104659-17-055245 · a4.xml · nonDerivative · entry 1 Bicks Edward · CIK 0001667756 · Sr VP & Chief Strategy Officer 10b5-1 filing: Not disclosed Ownership: Indirect · See Footnote Disclosed balance after: 2,393 F1 · kind: This transaction was effected pursuant to a 10b5-1 trading plan which was approved and became effective as of May 3, 2017. F2 · ownership.nature: Shares held by The Edward T. Bicks Living Trust dated October 27, 2015, of which the Reporting Person is a co-trustee and of which the Reporting Person and the Reporting Person's wife and descendants are beneficiaries. Read SEC document |
| June 05, 2017 Filed Jun 7, 2017 22:25 UTC | IRON MOUNTAIN INC IRM · Entity 517 | SaleCommon Stock, par value $.01 per share | 1,449 | $35.14 | $50,917.86 |
DisclosureSEC source: 0001104659-17-037979 · a4.xml · nonDerivative · entry 1 Bicks Edward · CIK 0001667756 · Sr VP & Chief Strategy Officer 10b5-1 filing: Not disclosed Ownership: Indirect · See footnote Disclosed balance after: 2,794 F1 · kind: This transaction was effected pursuant to a 10b5-1 trading plan which was approved and became effective as of May 3, 2017. F2 · ownership.nature: Shares held by The Edward T. Bicks Living Trust dated October 27, 2015, of which the Reporting Person is a co-trustee and of which the Reporting Person and the Reporting Person's wife and descendants are beneficiaries. Read SEC document |
| May 04, 2017 Filed May 8, 2017 22:10 UTC | IRON MOUNTAIN INC IRM · Entity 517 | GiftCommon Stock, par value $.01 per share | 4,243 | $0.00 | $0.00 |
DisclosureSEC source: 0001104659-17-030756 · a4.xml · nonDerivative · entry 2 Bicks Edward · CIK 0001667756 · Sr VP & Chief Strategy Officer 10b5-1 filing: Not disclosed Ownership: Indirect · See footnote Disclosed balance after: 4,243 F1 · kind: This transaction is being reported to reflect the transfer of all of the Reporting Person's shares of Iron Mountain Incorporated common stock to The Edward T. Bicks Living Trust dated October 27, 2015 (the "Trust"), of which the Reporting Person is a co-trustee and of which the Reporting Person and the Reporting Person's wife and descendants are beneficiaries. F2 · ownership.nature: Shares held by the Trust. Read SEC document |
| May 04, 2017 Filed May 8, 2017 22:10 UTC | IRON MOUNTAIN INC IRM · Entity 517 | GiftCommon Stock, par value $.01 per share | 4,243 | $0.00 | $0.00 |
DisclosureSEC source: 0001104659-17-030756 · a4.xml · nonDerivative · entry 1 Bicks Edward · CIK 0001667756 · Sr VP & Chief Strategy Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 F1 · kind: This transaction is being reported to reflect the transfer of all of the Reporting Person's shares of Iron Mountain Incorporated common stock to The Edward T. Bicks Living Trust dated October 27, 2015 (the "Trust"), of which the Reporting Person is a co-trustee and of which the Reporting Person and the Reporting Person's wife and descendants are beneficiaries. Read SEC document |
| February 21, 2017 Filed Feb 24, 2017 02:42 UTC | IRON MOUNTAIN INC IRM · Entity 517 | Exercise / conversionRestricted Stock Units · Derivative | 853 | $0.00 | $0.00 |
DisclosureSEC source: 0001104659-17-011371 · a4.xml · derivative · entry 6 Bicks Edward · CIK 0001667756 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,709 Underlying: Common Stock · 853 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 2,562 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 2,562 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 02:42 UTC | IRON MOUNTAIN INC IRM · Entity 517 | Exercise / conversionRestricted Stock Units · Derivative | 643 | $0.00 | $0.00 |
DisclosureSEC source: 0001104659-17-011371 · a4.xml · derivative · entry 5 Bicks Edward · CIK 0001667756 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 645 Underlying: Common Stock · 643 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 remaining total of 645 shares of Common Stock, were granted to the Reporting Person on February 19, 2015 and vest on February 19, 2018. F4 · derivative.expiration_date: The RSUs, representing a contingent right to receive a remaining total of 645 shares of Common Stock, were granted to the Reporting Person on February 19, 2015 and vest on February 19, 2018. Read SEC document |
| February 21, 2017 Filed Feb 24, 2017 02:42 UTC | IRON MOUNTAIN INC IRM · Entity 517 | Tax withholdingCommon Stock, par value $.01 per share | 322 | $37.71 | $12,142.62 |
DisclosureSEC source: 0001104659-17-011371 · a4.xml · nonDerivative · entry 4 Bicks Edward · CIK 0001667756 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,243 Read SEC document |
| February 21, 2017 Filed Feb 24, 2017 02:42 UTC | IRON MOUNTAIN INC IRM · Entity 517 | Exercise / conversionCommon Stock, par value $.01 per share | 853 | $0.00 | $0.00 |
DisclosureSEC source: 0001104659-17-011371 · a4.xml · nonDerivative · entry 3 Bicks Edward · CIK 0001667756 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,565 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 02:42 UTC | IRON MOUNTAIN INC IRM · Entity 517 | Tax withholdingCommon Stock, par value $.01 per share | 242 | $37.71 | $9,125.82 |
DisclosureSEC source: 0001104659-17-011371 · a4.xml · nonDerivative · entry 2 Bicks Edward · CIK 0001667756 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,712 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.