Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| IRON MOUNTAIN INCIRM · Entity 517 | SVP, GM Data Management | October 17, 2018 | October 19, 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 17, 2018 · Filed October 19, 2018
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common Stock, par value $.01 per shareSEC Table I · non-derivative | Direct | 942 |
Ending reported balance
After 2018-10-17 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2018-10-17 · Exercise / conversion · Acquired 1,245 · Balance 1,245 F1: This acquisition is reported to reflect the partial vesting of restricted stock units ("RSUs") previously granted to the Reporting Person on October 17, 2017. Row 2 · 2018-10-17 · Tax withholding · Disposed 303 · Balance 942 |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 2,494 |
Reported balance
After 2018-10-17 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2018-10-17 · Exercise / conversion · Disposed 1,245 · Balance 2,494 F2: Each RSU represents a contingent right to receive one share of Iron Mountain Incorporated common stock ("Common Stock"). F3: The RSUs, representing a contingent right to receive a total of 3,739 shares of Common Stock, were granted to the Reporting Person on October 17, 2017 and vest in three substantially equal annual installments beginning on the first anniversary of the grant date. |
Filing footnotes · ownership attribution and instrument terms
F1: This acquisition is reported to reflect the partial vesting of restricted stock units ("RSUs") previously granted to the Reporting Person on October 17, 2017.
F2: Each RSU represents a contingent right to receive one share of Iron Mountain Incorporated common stock ("Common Stock").
F3: The RSUs, representing a contingent right to receive a total of 3,739 shares of Common Stock, were granted to the Reporting Person on October 17, 2017 and vest in three substantially equal annual installments beginning on the first anniversary of the grant date.
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 17, 2018 Filed Oct 19, 2018 20:57 UTC | IRON MOUNTAIN INC IRM · Entity 517 | Exercise / conversionRestricted Stock Units · Derivative | 1,245 | $0.00 | $0.00 |
DisclosureSEC source: 0001020569-18-000112 · wf-form4_153998264431309.xml · derivative · entry 3 ALLEN PETER A · CIK 0001184546 · SVP, GM Data Management 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,494 Underlying: Common Stock · 1,245 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 3,739 shares of Common Stock, were granted to the Reporting Person on October 17, 2017 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 3,739 shares of Common Stock, were granted to the Reporting Person on October 17, 2017 and vest in three substantially equal annual installments beginning on the first anniversary of the grant date. Read SEC document |
| October 17, 2018 Filed Oct 19, 2018 20:57 UTC | IRON MOUNTAIN INC IRM · Entity 517 | Tax withholdingCommon Stock, par value $.01 per share | 303 | $31.74 | $9,617.22 |
DisclosureSEC source: 0001020569-18-000112 · wf-form4_153998264431309.xml · nonDerivative · entry 2 ALLEN PETER A · CIK 0001184546 · SVP, GM Data Management 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 942 Read SEC document |
| October 17, 2018 Filed Oct 19, 2018 20:57 UTC | IRON MOUNTAIN INC IRM · Entity 517 | Exercise / conversionCommon Stock, par value $.01 per share | 1,245 | $0.00 | $0.00 |
DisclosureSEC source: 0001020569-18-000112 · wf-form4_153998264431309.xml · nonDerivative · entry 1 ALLEN PETER A · CIK 0001184546 · SVP, GM Data Management 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,245 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 October 17, 2017. Read SEC document |
| February 15, 2018 Filed Feb 21, 2018 02:07 UTC | IRON MOUNTAIN INC IRM · Entity 517 | GrantRestricted Stock Units · Derivative | 5,189 | $0.00 | $0.00 |
DisclosureSEC source: 0001104659-18-010894 · a4.xml · derivative · entry 2 ALLEN PETER A · CIK 0001184546 · SVP, GM Data Management 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,189 Underlying: Common Stock · 5,189 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 15, 2018 Filed Feb 21, 2018 02:07 UTC | IRON MOUNTAIN INC IRM · Entity 517 | GrantEmployee Stock Option (Right to Buy) · Derivative | 9,679 | $0.00 Strike: $33.72 | $0.00 |
DisclosureSEC source: 0001104659-18-010894 · a4.xml · derivative · entry 1 ALLEN PETER A · CIK 0001184546 · SVP, GM Data Management 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,679 Underlying: Common Stock · 9,679 shares Expires 2028-02-15 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 |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.