Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| IRON MOUNTAIN INCIRM · Entity 517 | EVP and Chief Risk Officer | July 23, 2018 | July 25, 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 July 23, 2018 · Filed July 25, 2018
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common Stock, par value $.01 per shareSEC Table I · non-derivative | Direct | 3,751 |
Ending reported balance
After 2018-07-23 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2018-07-23 · Exercise / conversion · Acquired 1,065 · Balance 4,071 F1: This acquisition is reported to reflect the partial vesting of restricted stock units ("RSUs") previously granted to the Reporting Person on July 21, 2015. Row 2 · 2018-07-23 · Tax withholding · Disposed 320 · Balance 3,751 |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 0 |
Reported balance
After 2018-07-23 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2018-07-23 · Exercise / conversion · Disposed 1,065 · Balance 0 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 3,188 shares of Common Stock, were granted to the Reporting Person on July 21, 2015 and have fully vested. |
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 July 21, 2015.
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 3,188 shares of Common Stock, were granted to the Reporting Person on July 21, 2015 and have fully vested.
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 |
|---|---|---|---|---|---|---|
| July 23, 2018 Filed Jul 25, 2018 21:19 UTC | IRON MOUNTAIN INC IRM · Entity 517 | Exercise / conversionRestricted Stock Units · Derivative | 1,065 | $0.00 | $0.00 |
DisclosureSEC source: 0001020569-18-000077 · wf-form4_153255356290444.xml · derivative · entry 3 Fox Raymond · CIK 0001731661 · EVP and Chief Risk Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 1,065 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 3,188 shares of Common Stock, were granted to the Reporting Person on July 21, 2015 and have fully vested. F3 · derivative.expiration_date: The RSUs, representing a contingent right to receive a total of 3,188 shares of Common Stock, were granted to the Reporting Person on July 21, 2015 and have fully vested. Read SEC document |
| July 23, 2018 Filed Jul 25, 2018 21:19 UTC | IRON MOUNTAIN INC IRM · Entity 517 | Tax withholdingCommon Stock, par value $.01 per share | 320 | $34.81 | $11,139.20 |
DisclosureSEC source: 0001020569-18-000077 · wf-form4_153255356290444.xml · nonDerivative · entry 2 Fox Raymond · CIK 0001731661 · EVP and Chief Risk Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,751 Read SEC document |
| July 23, 2018 Filed Jul 25, 2018 21:19 UTC | IRON MOUNTAIN INC IRM · Entity 517 | Exercise / conversionCommon Stock, par value $.01 per share | 1,065 | $0.00 | $0.00 |
DisclosureSEC source: 0001020569-18-000077 · wf-form4_153255356290444.xml · nonDerivative · entry 1 Fox Raymond · CIK 0001731661 · EVP and Chief Risk Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,071 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 July 21, 2015. Read SEC document |
| March 09, 2018 Filed Mar 13, 2018 21:12 UTC | IRON MOUNTAIN INC IRM · Entity 517 | Exercise / conversionRestricted Stock Units · Derivative | 423 | $0.00 | $0.00 |
DisclosureSEC source: 0001020569-18-000031 · wf-form4_152097553496115.xml · derivative · entry 3 Fox Raymond · CIK 0001731661 · EVP and Chief Risk Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 425 Underlying: Common Stock · 423 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 1,271 shares of Common Stock, were granted to the Reporting Person on March 9, 2016 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 1,271 shares of Common Stock, were granted to the Reporting Person on March 9, 2016 and vest in three substantially equal annual installments beginning on the first anniversary of the grant date. Read SEC document |
| March 09, 2018 Filed Mar 13, 2018 21:12 UTC | IRON MOUNTAIN INC IRM · Entity 517 | Tax withholdingCommon Stock, par value $.01 per share | 136 | $33.25 | $4,522.00 |
DisclosureSEC source: 0001020569-18-000031 · wf-form4_152097553496115.xml · nonDerivative · entry 2 Fox Raymond · CIK 0001731661 · EVP and Chief Risk Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,006 Read SEC document |
| March 09, 2018 Filed Mar 13, 2018 21:12 UTC | IRON MOUNTAIN INC IRM · Entity 517 | Exercise / conversionCommon Stock, par value $.01 per share | 423 | $0.00 | $0.00 |
DisclosureSEC source: 0001020569-18-000031 · wf-form4_152097553496115.xml · nonDerivative · entry 1 Fox Raymond · CIK 0001731661 · EVP and Chief Risk Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,142 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 March 9, 2016. Read SEC document |
| February 20, 2018 Filed Feb 22, 2018 22:36 UTC | IRON MOUNTAIN INC IRM · Entity 517 | Exercise / conversionPerformance Units · Derivative | 1,245 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001020569-18-000021 · wf-form4_151933895548780.xml · derivative · entry 4 Fox Raymond · CIK 0001731661 · EVP and Chief Risk Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 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 PU represents a contingent right to receive one share of Iron Mountain Incorporated common stock ("Common Stock"). F4 · derivative.exercise_date: The PUs were initially granted to the Reporting Person on July 21, 2015 and fully vested on February 20, 2018. F4 · derivative.expiration_date: The PUs were initially granted to the Reporting Person on July 21, 2015 and fully vested on February 20, 2018. Read SEC document |
| February 20, 2018 Filed Feb 22, 2018 22:36 UTC | IRON MOUNTAIN INC IRM · Entity 517 | Tax withholdingCommon Stock, par value $.01 per share | 440 | $32.12 | $14,132.80 |
DisclosureSEC source: 0001020569-18-000021 · wf-form4_151933895548780.xml · nonDerivative · entry 2 Fox Raymond · CIK 0001731661 · EVP and Chief Risk Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,719 Read SEC document |
| February 20, 2018 Filed Feb 22, 2018 22:36 UTC | IRON MOUNTAIN INC IRM · Entity 517 | Exercise / conversionCommon Stock, par value $.01 per share | 1,245 | $0.00 | $0.00 |
DisclosureSEC source: 0001020569-18-000021 · wf-form4_151933895548780.xml · nonDerivative · entry 1 Fox Raymond · CIK 0001731661 · EVP and Chief Risk Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,159 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 July 21, 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 00:49 UTC | IRON MOUNTAIN INC IRM · Entity 517 | Exercise / conversionRestricted Stock Units · Derivative | 359 | $0.00 | $0.00 |
DisclosureSEC source: 0001104659-18-010873 · a4.xml · derivative · entry 5 Fox Raymond · CIK 0001731661 · EVP and Chief Risk Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 722 Underlying: Common Stock · 359 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 1,081 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 1,081 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 00:49 UTC | IRON MOUNTAIN INC IRM · Entity 517 | Tax withholdingCommon Stock, par value $.01 per share | 127 | $33.17 | $4,212.59 |
DisclosureSEC source: 0001104659-18-010873 · a4.xml · nonDerivative · entry 2 Fox Raymond · CIK 0001731661 · EVP and Chief Risk Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,914 Read SEC document |
| February 16, 2018 Filed Feb 21, 2018 00:49 UTC | IRON MOUNTAIN INC IRM · Entity 517 | Exercise / conversionCommon Stock, par value $.01 per share | 359 | $0.00 | $0.00 |
DisclosureSEC source: 0001104659-18-010873 · a4.xml · nonDerivative · entry 1 Fox Raymond · CIK 0001731661 · EVP and Chief Risk Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,041 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 22:36 UTC | IRON MOUNTAIN INC IRM · Entity 517 | GrantPerformance Units · Derivative | 1,245 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001020569-18-000021 · wf-form4_151933895548780.xml · derivative · entry 3 Fox Raymond · CIK 0001731661 · EVP and Chief Risk Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,245 Underlying: Common Stock · 1,245 shares Expires not disclosed F2 · derivative.exercise_price: Each PU represents a contingent right to receive one share of Iron Mountain Incorporated common stock ("Common Stock"). F3 · shares: The PUs were initially granted to the Reporting Person on July 21, 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. F4 · derivative.exercise_date: The PUs were initially granted to the Reporting Person on July 21, 2015 and fully vested on February 20, 2018. F4 · derivative.expiration_date: The PUs were initially granted to the Reporting Person on July 21, 2015 and fully vested on February 20, 2018. Read SEC document |
| February 15, 2018 Filed Feb 21, 2018 00:49 UTC | IRON MOUNTAIN INC IRM · Entity 517 | GrantRestricted Stock Units · Derivative | 7,710 | $0.00 | $0.00 |
DisclosureSEC source: 0001104659-18-010873 · a4.xml · derivative · entry 4 Fox Raymond · CIK 0001731661 · EVP and Chief Risk Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,710 Underlying: Common Stock · 7,710 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 00:49 UTC | IRON MOUNTAIN INC IRM · Entity 517 | GrantEmployee Stock Option (Right to Buy) · Derivative | 8,296 | $0.00 Strike: $33.72 | $0.00 |
DisclosureSEC source: 0001104659-18-010873 · a4.xml · derivative · entry 3 Fox Raymond · CIK 0001731661 · EVP and Chief Risk Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,296 Underlying: Common Stock · 8,296 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 |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.