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 |
|---|---|---|---|---|---|---|
| February 21, 2017 Filed Feb 24, 2017 02:42 UTC | IRON MOUNTAIN INC IRM · Entity 517 | Exercise / conversionCommon Stock, par value $.01 per share | 643 | $0.00 | $0.00 |
DisclosureSEC source: 0001104659-17-011371 · a4.xml · nonDerivative · entry 1 Bicks Edward · CIK 0001667756 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,954 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 01:28 UTC | IRON MOUNTAIN INC IRM · Entity 517 | GrantRestricted Stock Units · Derivative | 2,027 | $0.00 | $0.00 |
DisclosureSEC source: 0001104659-17-010644 · a4.xml · derivative · entry 2 Bicks Edward · CIK 0001667756 · Sr.VP & Chief Strategy Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,027 Underlying: Common Stock · 2,027 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 01:28 UTC | IRON MOUNTAIN INC IRM · Entity 517 | GrantEmployee Stock Option (Right to Buy) · Derivative | 6,839 | $0.00 Strike: $37.00 | $0.00 |
DisclosureSEC source: 0001104659-17-010644 · a4.xml · derivative · entry 1 Bicks Edward · CIK 0001667756 · Sr.VP & Chief Strategy Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,839 Underlying: Common Stock · 6,839 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 02:50 UTC | IRON MOUNTAIN INC IRM · Entity 517 | Exercise / conversionRestricted Stock Units · Derivative | 829 | $0.00 | $0.00 |
DisclosureSEC source: 0001104659-17-009716 · a4.xml · derivative · entry 3 Bicks Edward · CIK 0001667756 · Sr. VP and Chief Strategy Ofc. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 829 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 829 shares of Common Stock, were granted to the Reporting Person on February 13, 2014 and have vested in full. F3 · derivative.expiration_date: The RSUs, representing a contingent right to receive 829 shares of Common Stock, were granted to the Reporting Person on February 13, 2014 and have vested in full. Read SEC document |
| February 13, 2017 Filed Feb 16, 2017 02:50 UTC | IRON MOUNTAIN INC IRM · Entity 517 | Tax withholdingCommon Stock, par value $.01 per share | 312 | $37.49 | $11,696.88 |
DisclosureSEC source: 0001104659-17-009716 · a4.xml · nonDerivative · entry 2 Bicks Edward · CIK 0001667756 · Sr. VP and Chief Strategy Ofc. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,311 Read SEC document |
| February 13, 2017 Filed Feb 16, 2017 02:50 UTC | IRON MOUNTAIN INC IRM · Entity 517 | Exercise / conversionCommon Stock, par value $.01 per share | 829 | $0.00 | $0.00 |
DisclosureSEC source: 0001104659-17-009716 · a4.xml · nonDerivative · entry 1 Bicks Edward · CIK 0001667756 · Sr. VP and Chief Strategy Ofc. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,623 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 vesting of restricted stock units ("RSUs") previously granted to the Reporting Person on February 13, 2014. Read SEC document |
| September 12, 2016 Filed Sep 14, 2016 22:12 UTC | IRON MOUNTAIN INC IRM · Entity 517 | Exercise / conversionRestricted Stock Units · Derivative | 2,782 | $0.00 | $0.00 |
DisclosureSEC source: 0001104659-16-144695 · a4.xml · derivative · entry 4 Bicks Edward · CIK 0001667756 · Sr. VP and Chief Strategy Ofc. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 2,782 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 RSU represents a contingent right to receive one share of Iron Mountain Incorporated common stock ("Common Stock"). F3 · kind: This acquisition is reported to reflect the partial vesting of restricted stock units ("RSUs") previously granted to the Reporting Person on September 10, 2013. F5 · derivative.exercise_date: The RSUs, representing a contingent right to receive a total of 8,346 shares of Common Stock, were granted to the Reporting Person on September 10, 2013 and have vested in full in three substantially equal annual installments, the last of which was on September 12, 2016. F5 · derivative.expiration_date: The RSUs, representing a contingent right to receive a total of 8,346 shares of Common Stock, were granted to the Reporting Person on September 10, 2013 and have vested in full in three substantially equal annual installments, the last of which was on September 12, 2016. Read SEC document |
| September 12, 2016 Filed Sep 14, 2016 22:12 UTC | IRON MOUNTAIN INC IRM · Entity 517 | Tax withholdingCommon Stock, par value $.01 per share | 902 | $36.61 | $33,022.22 |
DisclosureSEC source: 0001104659-16-144695 · a4.xml · nonDerivative · entry 3 Bicks Edward · CIK 0001667756 · Sr. VP and Chief Strategy Ofc. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,794 Read SEC document |
| September 12, 2016 Filed Sep 14, 2016 22:12 UTC | IRON MOUNTAIN INC IRM · Entity 517 | Exercise / conversionCommon Stock, par value $.01 per share | 2,782 | $0.00 | $0.00 |
DisclosureSEC source: 0001104659-16-144695 · a4.xml · nonDerivative · entry 2 Bicks Edward · CIK 0001667756 · Sr. VP and Chief Strategy Ofc. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,696 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 · kind: This acquisition is reported to reflect the partial vesting of restricted stock units ("RSUs") previously granted to the Reporting Person on September 10, 2013. Read SEC document |
| September 12, 2016 Filed Sep 14, 2016 22:12 UTC | IRON MOUNTAIN INC IRM · Entity 517 | SaleCommon Stock, par value $.01 per share | 2,773 | $36.32 | $100,715.36 |
DisclosureSEC source: 0001104659-16-144695 · a4.xml · nonDerivative · entry 1 Bicks Edward · CIK 0001667756 · Sr. VP and Chief Strategy Ofc. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 914 F1 · kind: This transaction was effected pursuant to a 10b5-1 trading plan which was approved and became effective as of May 2, 2016. F2 · shares: Represents 2,773 shares held by the The Edward T. Bicks Living Trust dated October 27, 2015, a living trust of which the Reporting Person is a co-trustee and a beneficiary, and retains the absolute right to make investment decisions. 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.