Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| IRON MOUNTAIN INCIRM · Entity 517 | EVP, CIO, Global Svcs. Officer | February 21, 2017 | February 24, 2017 |
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 February 21, 2017 · Filed February 24, 2017
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common Stock, par value $.01 per shareSEC Table I · non-derivative | Direct | 59,009 |
Ending reported balance
After 2017-02-22 transaction · row 5
5 source rows · reconciled sequenceRow 1 · 2017-02-21 · Exercise / conversion · Acquired 1,543 · Balance 60,552 F1: This acquisition is reported to reflect the partial vesting of restricted stock units ("RSUs") previously granted to the Reporting Person on February 19, 2015. Row 2 · 2017-02-21 · Tax withholding · Disposed 500 · Balance 60,052 Row 3 · 2017-02-21 · Exercise / conversion · Acquired 2,047 · Balance 62,099 F2: This acquisition is reported to reflect the partial vesting of RSUs previously granted to the Reporting Person on February 18, 2016. Row 4 · 2017-02-21 · Tax withholding · Disposed 648 · Balance 61,451 Row 5 · 2017-02-22 · Sale · Disposed 2,442 · Balance 59,009 F3: This transaction was effected pursuant to a 10b5-1 trading plan which was approved and became effective as of May 13, 2016. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 1,549 |
Reported balance
After 2017-02-21 transaction · row 6
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 6 · 2017-02-21 · Exercise / conversion · Disposed 1,543 · Balance 1,549 F4: Each RSU represents a contingent right to receive one share of Iron Mountain Incorporated common stock ("Common Stock"). F5: The RSUs, representing a contingent right to receive a total of 4,635 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. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 4,102 |
Reported balance
After 2017-02-21 transaction · row 7
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 7 · 2017-02-21 · Exercise / conversion · Disposed 2,047 · Balance 4,102 F4: Each RSU represents a contingent right to receive one share of Iron Mountain Incorporated common stock ("Common Stock"). F6: The RSUs, representing a contingent right to receive a total of 6,149 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. |
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 February 19, 2015.
F2: This acquisition is reported to reflect the partial vesting of RSUs previously granted to the Reporting Person on February 18, 2016.
F3: This transaction was effected pursuant to a 10b5-1 trading plan which was approved and became effective as of May 13, 2016.
F4: Each RSU represents a contingent right to receive one share of Iron Mountain Incorporated common stock ("Common Stock").
F5: The RSUs, representing a contingent right to receive a total of 4,635 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.
F6: The RSUs, representing a contingent right to receive a total of 6,149 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.
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 22, 2017 Filed Feb 24, 2017 02:42 UTC | IRON MOUNTAIN INC IRM · Entity 517 | SaleCommon Stock, par value $.01 per share | 2,442 | $37.63 | $91,892.46 |
DisclosureSEC source: 0001104659-17-011369 · a4.xml · nonDerivative · entry 5 Tsolakis Anastasios · CIK 0001590872 · EVP, CIO, Global Svcs. Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 59,009 F3 · kind: This transaction was effected pursuant to a 10b5-1 trading plan which was approved and became effective as of May 13, 2016. Read SEC document |
| February 21, 2017 Filed Feb 24, 2017 02:42 UTC | IRON MOUNTAIN INC IRM · Entity 517 | Exercise / conversionRestricted Stock Units · Derivative | 2,047 | $0.00 | $0.00 |
DisclosureSEC source: 0001104659-17-011369 · a4.xml · derivative · entry 7 Tsolakis Anastasios · CIK 0001590872 · EVP, CIO, Global Svcs. Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,102 Underlying: Common Stock · 2,047 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"). F6 · derivative.exercise_date: The RSUs, representing a contingent right to receive a total of 6,149 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. F6 · derivative.expiration_date: The RSUs, representing a contingent right to receive a total of 6,149 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 | 1,543 | $0.00 | $0.00 |
DisclosureSEC source: 0001104659-17-011369 · a4.xml · derivative · entry 6 Tsolakis Anastasios · CIK 0001590872 · EVP, CIO, Global Svcs. Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,549 Underlying: Common Stock · 1,543 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"). F5 · derivative.exercise_date: The RSUs, representing a contingent right to receive a total of 4,635 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. F5 · derivative.expiration_date: The RSUs, representing a contingent right to receive a total of 4,635 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 02:42 UTC | IRON MOUNTAIN INC IRM · Entity 517 | Tax withholdingCommon Stock, par value $.01 per share | 648 | $37.71 | $24,436.08 |
DisclosureSEC source: 0001104659-17-011369 · a4.xml · nonDerivative · entry 4 Tsolakis Anastasios · CIK 0001590872 · EVP, CIO, Global Svcs. Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 61,451 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 | 2,047 | $0.00 | $0.00 |
DisclosureSEC source: 0001104659-17-011369 · a4.xml · nonDerivative · entry 3 Tsolakis Anastasios · CIK 0001590872 · EVP, CIO, Global Svcs. Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 62,099 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 | 500 | $37.71 | $18,855.00 |
DisclosureSEC source: 0001104659-17-011369 · a4.xml · nonDerivative · entry 2 Tsolakis Anastasios · CIK 0001590872 · EVP, CIO, Global Svcs. Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 60,052 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 | 1,543 | $0.00 | $0.00 |
DisclosureSEC source: 0001104659-17-011369 · a4.xml · nonDerivative · entry 1 Tsolakis Anastasios · CIK 0001590872 · EVP, CIO, Global Svcs. Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 60,552 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 14, 2017 Filed Feb 16, 2017 02:53 UTC | IRON MOUNTAIN INC IRM · Entity 517 | SaleCommon Stock, par value $.01 per share | 1,482 | $37.50 | $55,575.00 |
DisclosureSEC source: 0001104659-17-009723 · a4.xml · nonDerivative · entry 3 Tsolakis Anastasios · CIK 0001590872 · EVP, CIO, Global Svcs. Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 59,009 F2 · kind: This transaction was effected pursuant to a 10b5-1 trading plan which was approved and became effective as of May 13, 2016. Read SEC document |
| February 13, 2017 Filed Feb 16, 2017 02:53 UTC | IRON MOUNTAIN INC IRM · Entity 517 | Exercise / conversionRestricted Stock Units · Derivative | 2,380 | $0.00 | $0.00 |
DisclosureSEC source: 0001104659-17-009723 · a4.xml · derivative · entry 4 Tsolakis Anastasios · CIK 0001590872 · EVP, CIO, Global Svcs. Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 2,380 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 7,124 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. F4 · derivative.expiration_date: The RSUs, representing a contingent right to receive a total of 7,124 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 02:53 UTC | IRON MOUNTAIN INC IRM · Entity 517 | Tax withholdingCommon Stock, par value $.01 per share | 898 | $37.49 | $33,666.02 |
DisclosureSEC source: 0001104659-17-009723 · a4.xml · nonDerivative · entry 2 Tsolakis Anastasios · CIK 0001590872 · EVP, CIO, Global Svcs. Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 60,491 Read SEC document |
| February 13, 2017 Filed Feb 16, 2017 02:53 UTC | IRON MOUNTAIN INC IRM · Entity 517 | Exercise / conversionCommon Stock, par value $.01 per share | 2,380 | $0.00 | $0.00 |
DisclosureSEC source: 0001104659-17-009723 · a4.xml · nonDerivative · entry 1 Tsolakis Anastasios · CIK 0001590872 · EVP, CIO, Global Svcs. Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 61,389 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.