Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| IRON MOUNTAIN INCIRM · Entity 517 | Director | May 07, 2026 | May 11, 2026 |
| MSCI Inc.MSCI · Entity 3075 | Director | August 28, 2026 | September 01, 2026 |
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 May 07, 2026 · Filed May 11, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common Stock, par value $.01 per shareSEC Table I · non-derivative | Direct | 30,451.189 |
Reported balance
After 2026-05-07 transaction · row 1
1 source rowRow 1 · 2026-05-07 · Grant · Acquired 1,892 · Balance 30,451.189 F1: Consists of shares issuable upon the settlement of restricted stock units ("RSUs") granted on May 7, 2026. The RSUs vest in their entirety on the grant date. |
Filing footnotes · ownership attribution and instrument terms
F1: Consists of shares issuable upon the settlement of restricted stock units ("RSUs") granted on May 7, 2026. The RSUs vest in their entirety on the grant date.
MSCI Inc.
Report date August 28, 2026 · Filed September 01, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 2,037 |
Reported balance
After 2026-08-28 transaction · row 1
1 source rowRow 1 · 2026-08-28 · Grant · Acquired 6 · Balance 2,037 F1: Shares acquired by the Reporting Person in connection with MSCI Inc.'s payment of a dividend. Of the shares reported, 1 share is attributable to the Reporting Person's unvested RSUs and remains subject to the same vesting conditions as the underlying RSUs. Pursuant to the MSCI Inc. Non-Employee Directors Deferral Plan, the Reporting Person has elected to defer receipt of the shares until the earlier of June 1, 2033 and the 60th day after such Reporting Person's "separation from service" as a director. |
Filing footnotes · ownership attribution and instrument terms
F1: Shares acquired by the Reporting Person in connection with MSCI Inc.'s payment of a dividend. Of the shares reported, 1 share is attributable to the Reporting Person's unvested RSUs and remains subject to the same vesting conditions as the underlying RSUs. Pursuant to the MSCI Inc. Non-Employee Directors Deferral Plan, the Reporting Person has elected to defer receipt of the shares until the earlier of June 1, 2033 and the 60th day after such Reporting Person's "separation from service" as a director.
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 |
|---|---|---|---|---|---|---|
| August 28, 2026 Filed Sep 1, 2026 20:14 UTC | MSCI Inc. MSCI · Entity 3075 | GrantCommon Stock | 6 | $0.00 | $0.00 |
DisclosureSEC source: 0001781215-26-000017 · wk-form4_1788293660.xml · nonDerivative · entry 1 Matlock Robin · CIK 0001781215 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,037 F1 · shares: Shares acquired by the Reporting Person in connection with MSCI Inc.'s payment of a dividend. Of the shares reported, 1 share is attributable to the Reporting Person's unvested RSUs and remains subject to the same vesting conditions as the underlying RSUs. Pursuant to the MSCI Inc. Non-Employee Directors Deferral Plan, the Reporting Person has elected to defer receipt of the shares until the earlier of June 1, 2033 and the 60th day after such Reporting Person's "separation from service" as a director. Read SEC document |
| May 29, 2026 Filed Jun 2, 2026 20:05 UTC | MSCI Inc. MSCI · Entity 3075 | GrantCommon Stock | 6 | $0.00 | $0.00 |
DisclosureSEC source: 0001781215-26-000015 · wk-form4_1780430730.xml · nonDerivative · entry 1 Matlock Robin · CIK 0001781215 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,031 F1 · shares: Shares acquired by the Reporting Person in connection with MSCI Inc.'s payment of a dividend. Of the shares reported, 1 share is attributable to the Reporting Person's unvested RSUs and remains subject to the same vesting conditions as the underlying RSUs. Pursuant to the MSCI Inc. Non-Employee Directors Deferral Plan, the Reporting Person has elected to defer receipt of the shares until the earlier of June 1, 2033 and the 60th day after such Reporting Person's "separation from service" as a director. Read SEC document |
| May 07, 2026 Filed May 11, 2026 21:18 UTC | IRON MOUNTAIN INC IRM · Entity 517 | GrantCommon Stock, par value $.01 per share | 1,892 | $0.00 | $0.00 |
DisclosureSEC source: 0001781215-26-000013 · wk-form4_1778534305.xml · nonDerivative · entry 1 Matlock Robin · CIK 0001781215 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 30,451.189 F1 · shares: Consists of shares issuable upon the settlement of restricted stock units ("RSUs") granted on May 7, 2026. The RSUs vest in their entirety on the grant date. Read SEC document |
| May 01, 2026 Filed May 5, 2026 20:05 UTC | MSCI Inc. MSCI · Entity 3075 | GrantCommon Stock | 388 | $0.00 | $0.00 |
DisclosureSEC source: 0001781215-26-000011 · wk-form4_1778011542.xml · nonDerivative · entry 1 Matlock Robin · CIK 0001781215 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,025 F1 · shares: Restricted stock units vesting on May 1, 2027. Pursuant to the MSCI Inc. Non-Employee Directors Deferral Plan, the Reporting Person has elected to defer receipt of the shares until the earlier of June 1, 2033 and the 60th day after such Reporting Person's "separation from service" as a director. Read SEC document |
| February 27, 2026 Filed Mar 3, 2026 21:03 UTC | MSCI Inc. MSCI · Entity 3075 | GrantCommon Stock | 5 | $0.00 | $0.00 |
DisclosureSEC source: 0001781215-26-000008 · wk-form4_1772571788.xml · nonDerivative · entry 1 Matlock Robin · CIK 0001781215 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,637 F1 · shares: Shares acquired by the Reporting Person in connection with MSCI Inc.'s payment of a dividend. Pursuant to the MSCI Inc. Non-Employee Directors Deferral Plan, the Reporting Person has elected to defer receipt of the shares until the earlier of June 1, 2033 and the 60th day after such Reporting Person's "separation from service" as a director. Read SEC document |
| January 21, 2026 Filed Jan 22, 2026 22:05 UTC | IRON MOUNTAIN INC IRM · Entity 517 | Exercise / conversionPhantom Stock · Derivative | 10.189 | $0.00 | $0.00 |
DisclosureSEC source: 0001781215-26-000006 · wk-form4_1769119506.xml · derivative · entry 2 Matlock Robin · CIK 0001781215 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 10.189 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. F1 · derivative.exercise_price: Pursuant to the Reporting Person's election to participate in the Iron Mountain Incorporated Directors Deferred Compensation Plan (the "Plan"), the shares of phantom stock (the "Phantom Shares") will become payable in shares of Iron Mountain Incorporated common stock ("Common Stock") on various dates selected by the Reporting Person or as otherwise provided in the Plan. Each Phantom Share is the economic equivalent of one share of Common Stock. F2 · shares: Settlement of the Phantom Shares is in Common Stock F1 · derivative.exercise_date: Pursuant to the Reporting Person's election to participate in the Iron Mountain Incorporated Directors Deferred Compensation Plan (the "Plan"), the shares of phantom stock (the "Phantom Shares") will become payable in shares of Iron Mountain Incorporated common stock ("Common Stock") on various dates selected by the Reporting Person or as otherwise provided in the Plan. Each Phantom Share is the economic equivalent of one share of Common Stock. F1 · derivative.expiration_date: Pursuant to the Reporting Person's election to participate in the Iron Mountain Incorporated Directors Deferred Compensation Plan (the "Plan"), the shares of phantom stock (the "Phantom Shares") will become payable in shares of Iron Mountain Incorporated common stock ("Common Stock") on various dates selected by the Reporting Person or as otherwise provided in the Plan. Each Phantom Share is the economic equivalent of one share of Common Stock. Read SEC document |
| January 21, 2026 Filed Jan 22, 2026 22:05 UTC | IRON MOUNTAIN INC IRM · Entity 517 | Exercise / conversionCommon Stock, par value $.01 per share | 10.189 | $0.00 | $0.00 |
DisclosureSEC source: 0001781215-26-000006 · wk-form4_1769119506.xml · nonDerivative · entry 1 Matlock Robin · CIK 0001781215 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 28,559.189 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. Read SEC document |
| January 06, 2026 Filed Jan 8, 2026 22:26 UTC | IRON MOUNTAIN INC IRM · Entity 517 | GrantPhantom Stock · Derivative | 10.189 | $84.63 | $862.24 |
DisclosureSEC source: 0001781215-26-000004 · wk-form4_1767911178.xml · derivative · entry 1 Matlock Robin · CIK 0001781215 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 10.189 Underlying: Common Stock · 10.189 shares Expires not disclosed F1 · derivative.exercise_price: Pursuant to the Reporting Person's election to participate in the Iron Mountain Incorporated Directors Deferred Compensation Plan (the "Plan"), the shares of phantom stock (the "Phantom Shares") will become payable in shares of Iron Mountain Incorporated common stock ("Common Stock") on various dates selected by the Reporting Person or as otherwise provided in the Plan. Each Phantom Share is the economic equivalent of one share of Common Stock. F2 · shares: These shares give effect to dividends paid on Common Stock as if reinvested in Phantom Shares. F3 · price: The price reported in Column 8 is a weighted average price. These shares of Common Stock were acquired in multiple transactions at prices ranging from $84.304 to $84.979, inclusive. The Reporting Person undertakes to provide the Company, any security holder of the Company, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares of Common Stock acquired at each separate price within the ranges set forth in this footnote (3). F1 · derivative.exercise_date: Pursuant to the Reporting Person's election to participate in the Iron Mountain Incorporated Directors Deferred Compensation Plan (the "Plan"), the shares of phantom stock (the "Phantom Shares") will become payable in shares of Iron Mountain Incorporated common stock ("Common Stock") on various dates selected by the Reporting Person or as otherwise provided in the Plan. Each Phantom Share is the economic equivalent of one share of Common Stock. F1 · derivative.expiration_date: Pursuant to the Reporting Person's election to participate in the Iron Mountain Incorporated Directors Deferred Compensation Plan (the "Plan"), the shares of phantom stock (the "Phantom Shares") will become payable in shares of Iron Mountain Incorporated common stock ("Common Stock") on various dates selected by the Reporting Person or as otherwise provided in the Plan. Each Phantom Share is the economic equivalent of one share of Common Stock. Read SEC document |
| January 02, 2026 Filed Jan 6, 2026 23:17 UTC | IRON MOUNTAIN INC IRM · Entity 517 | Exercise / conversionPhantom Stock · Derivative | 998 | $0.00 | $0.00 |
DisclosureSEC source: 0001781215-26-000002 · wk-form4_1767741431.xml · derivative · entry 2 Matlock Robin · CIK 0001781215 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 998 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. F1 · derivative.exercise_price: Pursuant to the Reporting Person's election to participate in the Iron Mountain Incorporated Directors Deferred Compensation Plan (the "Plan"), the shares of phantom stock (the "Phantom Shares") will become payable in shares of Iron Mountain Incorporated common stock ("Common Stock") on various dates selected by the Reporting Person or as otherwise provided in the Plan. Each Phantom Share is the economic equivalent of one share of Common Stock. F2 · shares: Settlement of the Phantom Shares is in Common Stock. F1 · derivative.exercise_date: Pursuant to the Reporting Person's election to participate in the Iron Mountain Incorporated Directors Deferred Compensation Plan (the "Plan"), the shares of phantom stock (the "Phantom Shares") will become payable in shares of Iron Mountain Incorporated common stock ("Common Stock") on various dates selected by the Reporting Person or as otherwise provided in the Plan. Each Phantom Share is the economic equivalent of one share of Common Stock. F1 · derivative.expiration_date: Pursuant to the Reporting Person's election to participate in the Iron Mountain Incorporated Directors Deferred Compensation Plan (the "Plan"), the shares of phantom stock (the "Phantom Shares") will become payable in shares of Iron Mountain Incorporated common stock ("Common Stock") on various dates selected by the Reporting Person or as otherwise provided in the Plan. Each Phantom Share is the economic equivalent of one share of Common Stock. Read SEC document |
| January 02, 2026 Filed Jan 6, 2026 23:17 UTC | IRON MOUNTAIN INC IRM · Entity 517 | Exercise / conversionCommon Stock, par value $.01 per share | 998 | $0.00 | $0.00 |
DisclosureSEC source: 0001781215-26-000002 · wk-form4_1767741431.xml · nonDerivative · entry 1 Matlock Robin · CIK 0001781215 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 28,549 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. Read SEC document |
| November 28, 2025 Filed Dec 2, 2025 21:08 UTC | MSCI Inc. MSCI · Entity 3075 | GrantCommon Stock | 4 | $0.00 | $0.00 |
DisclosureSEC source: 0001781215-25-000009 · wk-form4_1764709694.xml · nonDerivative · entry 1 Matlock Robin · CIK 0001781215 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,632 F1 · shares: Shares acquired by the Reporting Person in connection with MSCI Inc.'s payment of a dividend. Pursuant to the MSCI Inc. Non-Employee Directors Deferral Plan, the Reporting Person has elected to defer receipt of the shares until the earlier of June 1, 2033 and the 60th day after such Reporting Person's "separation from service" as a director. Read SEC document |
| October 03, 2025 Filed Oct 7, 2025 20:09 UTC | IRON MOUNTAIN INC IRM · Entity 517 | GrantPhantom Stock · Derivative | 7.446 | $104.42 | $777.53 |
DisclosureSEC source: 0001781215-25-000007 · wk-form4_1759867755.xml · derivative · entry 1 Matlock Robin · CIK 0001781215 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 998 Underlying: Common Stock · 7.446 shares Expires not disclosed F1 · derivative.exercise_price: Pursuant to the Reporting Person's election to participate in the Iron Mountain Incorporated Directors Deferred Compensation Plan (the "Plan"), the shares of phantom stock (the "Phantom Shares") will become payable in shares of Iron Mountain Incorporated common stock ("Common Stock") on various dates selected by the Reporting Person or as otherwise provided in the Plan. Each Phantom Share is the economic equivalent of one share of Common Stock. F2 · shares: These shares give effect to dividends paid on Common Stock as if reinvested in Phantom Shares. F3 · price: The price reported in Column 8 is a weighted average price. These shares of Common Stock were acquired in multiple transactions at prices ranging from $104.349 to $104.524, inclusive. The Reporting Person undertakes to provide Iron Mountain Incorporated (the "Company"), any security holder of the Company, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares of Common Stock acquired at each separate price within the ranges set forth in this footnote (3). F1 · derivative.exercise_date: Pursuant to the Reporting Person's election to participate in the Iron Mountain Incorporated Directors Deferred Compensation Plan (the "Plan"), the shares of phantom stock (the "Phantom Shares") will become payable in shares of Iron Mountain Incorporated common stock ("Common Stock") on various dates selected by the Reporting Person or as otherwise provided in the Plan. Each Phantom Share is the economic equivalent of one share of Common Stock. F1 · derivative.expiration_date: Pursuant to the Reporting Person's election to participate in the Iron Mountain Incorporated Directors Deferred Compensation Plan (the "Plan"), the shares of phantom stock (the "Phantom Shares") will become payable in shares of Iron Mountain Incorporated common stock ("Common Stock") on various dates selected by the Reporting Person or as otherwise provided in the Plan. Each Phantom Share is the economic equivalent of one share of Common Stock. Read SEC document |
| August 29, 2025 Filed Sep 2, 2025 20:02 UTC | MSCI Inc. MSCI · Entity 3075 | GrantCommon Stock | 4 | $0.00 | $0.00 |
DisclosureSEC source: 0001781215-25-000005 · wk-form4_1756843346.xml · nonDerivative · entry 1 Matlock Robin · CIK 0001781215 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,628 F1 · shares: Shares acquired by the Reporting Person in connection with MSCI Inc.'s payment of a dividend. Pursuant to the MSCI Inc. Non-Employee Directors Deferral Plan, the Reporting Person has elected to defer receipt of the shares until the earlier of June 1, 2033 and the 60th day after such Reporting Person's "separation from service" as a director. Read SEC document |
| July 03, 2025 Filed Jul 8, 2025 21:08 UTC | IRON MOUNTAIN INC IRM · Entity 517 | GrantPhantom Stock · Derivative | 7.673 | $100.56 | $771.60 |
DisclosureSEC source: 0001020569-25-000158 · wk-form4_1752008930.xml · derivative · entry 1 Matlock Robin · CIK 0001781215 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 990.554 Underlying: Common Stock · 7.673 shares Expires not disclosed F1 · derivative.exercise_price: Pursuant to the Reporting Person's election to participate in the Iron Mountain Incorporated Directors Deferred Compensation Plan (the "Plan"), the shares of phantom stock (the "Phantom Shares") will become payable in shares of Iron Mountain Incorporated common stock ("Common Stock") on various dates selected by the Reporting Person or as otherwise provided in the Plan. Each Phantom Share is the economic equivalent of one share of Common Stock. F2 · shares: These shares give effect to dividends paid on Common Stock as if reinvested in Phantom Shares. F3 · price: The price reported in Column 8 is a weighted average price. These shares of Iron Mountain Incorporated common stock ("Common Stock") were sold in multiple transactions at prices ranging from $100.419 to $100.594, inclusive. The Reporting Person undertakes to provide Iron Mountain Incorporated (the "Company"), any security holder of the Company, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares of Common Stock sold at each separate price within the ranges set forth in this footnote (3). F1 · derivative.exercise_date: Pursuant to the Reporting Person's election to participate in the Iron Mountain Incorporated Directors Deferred Compensation Plan (the "Plan"), the shares of phantom stock (the "Phantom Shares") will become payable in shares of Iron Mountain Incorporated common stock ("Common Stock") on various dates selected by the Reporting Person or as otherwise provided in the Plan. Each Phantom Share is the economic equivalent of one share of Common Stock. F1 · derivative.expiration_date: Pursuant to the Reporting Person's election to participate in the Iron Mountain Incorporated Directors Deferred Compensation Plan (the "Plan"), the shares of phantom stock (the "Phantom Shares") will become payable in shares of Iron Mountain Incorporated common stock ("Common Stock") on various dates selected by the Reporting Person or as otherwise provided in the Plan. Each Phantom Share is the economic equivalent of one share of Common Stock. Read SEC document |
| May 30, 2025 Filed Jun 3, 2025 20:00 UTC | MSCI Inc. MSCI · Entity 3075 | GrantCommon Stock | 4 | $0.00 | $0.00 |
DisclosureSEC source: 0001408198-25-000162 · wk-form4_1748980806.xml · nonDerivative · entry 1 Matlock Robin · CIK 0001781215 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,624 F1 · shares: Shares acquired by the Reporting Person in connection with MSCI Inc.'s payment of a dividend. Pursuant to the MSCI Inc. Non-Employee Directors Deferral Plan, the Reporting Person has elected to defer receipt of the shares until the earlier of June 1, 2033 and the 60th day after such Reporting Person's "separation from service" as a director. Read SEC document |
| May 29, 2025 Filed Jun 2, 2025 20:21 UTC | IRON MOUNTAIN INC IRM · Entity 517 | GrantCommon Stock, par value $.01 per share | 2,249 | $0.00 | $0.00 |
DisclosureSEC source: 0001020569-25-000130 · wk-form4_1748895669.xml · nonDerivative · entry 1 Matlock Robin · CIK 0001781215 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 27,551 F1 · shares: Consists of shares issuable upon the settlement of restricted stock units ("RSUs") granted on May 29, 2025. The RSUs vest in their entirety on the grant date. Read SEC document |
| May 01, 2025 Filed May 5, 2025 20:01 UTC | MSCI Inc. MSCI · Entity 3075 | GrantCommon Stock | 385 | $0.00 | $0.00 |
DisclosureSEC source: 0001408198-25-000138 · wk-form4_1746475298.xml · nonDerivative · entry 1 Matlock Robin · CIK 0001781215 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,620 F1 · shares: Restricted stock units vesting on May 1, 2026. Pursuant to the MSCI Inc. Non-Employee Directors Deferral Plan, the Reporting Person has elected to defer receipt of the shares until the earlier of June 1, 2033 and the 60th day after such Reporting Person's "separation from service" as a director. Read SEC document |
| April 04, 2025 Filed Apr 7, 2025 22:07 UTC | IRON MOUNTAIN INC IRM · Entity 517 | GrantPhantom Stock · Derivative | 9.552 | $79.99 | $764.04 |
DisclosureSEC source: 0001020569-25-000082 · wk-form4_1744063656.xml · derivative · entry 1 Matlock Robin · CIK 0001781215 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 982.881 Underlying: Common Stock · 9.552 shares Expires not disclosed F1 · derivative.exercise_price: Pursuant to the Reporting Person's election to participate in the Iron Mountain Incorporated Directors Deferred Compensation Plan (the "Plan"), the shares of phantom stock (the "Phantom Shares") will become payable in shares of Iron Mountain Incorporated common stock ("Common Stock") on various dates selected by the Reporting Person or as otherwise provided in the Plan. Each Phantom Share is the economic equivalent of one share of Common Stock. F2 · shares: These shares give effect to dividends paid on Common Stock as if reinvested in Phantom Shares. F3 · price: The price reported in Column 8 is a weighted average price. These shares of Common Stock were acquired in multiple transactions at prices ranging from $79.524 to $80.259, inclusive. The Reporting Person undertakes to provide Iron Mountain Incorporated (the "Company"), any security holder of the Company, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares of Common Stock sold at each separate price within the ranges set forth in this footnote. F1 · derivative.exercise_date: Pursuant to the Reporting Person's election to participate in the Iron Mountain Incorporated Directors Deferred Compensation Plan (the "Plan"), the shares of phantom stock (the "Phantom Shares") will become payable in shares of Iron Mountain Incorporated common stock ("Common Stock") on various dates selected by the Reporting Person or as otherwise provided in the Plan. Each Phantom Share is the economic equivalent of one share of Common Stock. F1 · derivative.expiration_date: Pursuant to the Reporting Person's election to participate in the Iron Mountain Incorporated Directors Deferred Compensation Plan (the "Plan"), the shares of phantom stock (the "Phantom Shares") will become payable in shares of Iron Mountain Incorporated common stock ("Common Stock") on various dates selected by the Reporting Person or as otherwise provided in the Plan. Each Phantom Share is the economic equivalent of one share of Common Stock. Read SEC document |
| February 28, 2025 Filed Mar 4, 2025 21:01 UTC | MSCI Inc. MSCI · Entity 3075 | GrantCommon Stock | 3 | $0.00 | $0.00 |
DisclosureSEC source: 0001408198-25-000079 · wk-form4_1741122109.xml · nonDerivative · entry 1 Matlock Robin · CIK 0001781215 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,235 F1 · shares: Shares acquired by the Reporting Person in connection with MSCI Inc.'s payment of a dividend. Pursuant to the MSCI Inc. Non-Employee Directors Deferral Plan, the Reporting Person has elected to defer receipt of the shares until the earlier of June 1, 2033 and the 60th day after such Reporting Person's "separation from service" as a director. Read SEC document |
| January 07, 2025 Filed Jan 10, 2025 21:31 UTC | IRON MOUNTAIN INC IRM · Entity 517 | GrantPhantom Stock · Derivative | 13.253 | $103.60 | $1,372.98 |
DisclosureSEC source: 0001020569-25-000025 · wk-form4_1736544699.xml · derivative · entry 1 Matlock Robin · CIK 0001781215 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 973.329 Underlying: Common Stock · 13.253 shares Expires not disclosed F1 · derivative.exercise_price: Pursuant to the Reporting Person's election to participate in the Iron Mountain Incorporated Directors Deferred Compensation Plan (the "Plan"), the shares of phantom stock (the "Phantom Shares") will become payable in shares of Iron Mountain Incorporated common stock ("Common Stock") on various dates selected by the Reporting Person or as otherwise provided in the Plan. Each Phantom Share is the economic equivalent of one share of Common Stock. F2 · shares: These shares give effect to dividends paid on Common Stock as if reinvested in Phantom Shares. F3 · price: The price reported in Column 8 is a weighted average price. These shares of Iron Mountain Incorporated common stock ("Common Stock") were sold in multiple transactions at prices ranging from $103.329 to $103.734, inclusive. The Reporting Person undertakes to provide Iron Mountain Incorporated (the "Company"), any security holder of the Company, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares of Common Stock sold at each separate price within the ranges set forth in this footnote (3). F1 · derivative.exercise_date: Pursuant to the Reporting Person's election to participate in the Iron Mountain Incorporated Directors Deferred Compensation Plan (the "Plan"), the shares of phantom stock (the "Phantom Shares") will become payable in shares of Iron Mountain Incorporated common stock ("Common Stock") on various dates selected by the Reporting Person or as otherwise provided in the Plan. Each Phantom Share is the economic equivalent of one share of Common Stock. F1 · derivative.expiration_date: Pursuant to the Reporting Person's election to participate in the Iron Mountain Incorporated Directors Deferred Compensation Plan (the "Plan"), the shares of phantom stock (the "Phantom Shares") will become payable in shares of Iron Mountain Incorporated common stock ("Common Stock") on various dates selected by the Reporting Person or as otherwise provided in the Plan. Each Phantom Share is the economic equivalent of one share of Common Stock. Read SEC document |
| January 02, 2025 Filed Jan 6, 2025 22:32 UTC | IRON MOUNTAIN INC IRM · Entity 517 | Exercise / conversionPhantom Stock · Derivative | 960.085 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001020569-25-000013 · wk-form4_1736202753.xml · derivative · entry 3 Matlock Robin · CIK 0001781215 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 960.076 Underlying: Common Stock · 960.085 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. F1 · derivative.exercise_price: Pursuant to the Reporting Person's election to participate in the Iron Mountain Incorporated Directors Deferred Compensation Plan (the "Plan"), phantom stock were settled in cash on various dates selected by the Reporting Person or as otherwise provided in the Plan. Each phantom stock represents a contingent right to receive a cash payment equal to the value on the settlement date of one share of Iron Mountain Incorporated common stock ("Common Stock"). F3 · shares: Settlement of the Phantom Shares is in cash. F1 · price: Pursuant to the Reporting Person's election to participate in the Iron Mountain Incorporated Directors Deferred Compensation Plan (the "Plan"), phantom stock were settled in cash on various dates selected by the Reporting Person or as otherwise provided in the Plan. Each phantom stock represents a contingent right to receive a cash payment equal to the value on the settlement date of one share of Iron Mountain Incorporated common stock ("Common Stock"). F1 · derivative.exercise_date: Pursuant to the Reporting Person's election to participate in the Iron Mountain Incorporated Directors Deferred Compensation Plan (the "Plan"), phantom stock were settled in cash on various dates selected by the Reporting Person or as otherwise provided in the Plan. Each phantom stock represents a contingent right to receive a cash payment equal to the value on the settlement date of one share of Iron Mountain Incorporated common stock ("Common Stock"). F1 · derivative.expiration_date: Pursuant to the Reporting Person's election to participate in the Iron Mountain Incorporated Directors Deferred Compensation Plan (the "Plan"), phantom stock were settled in cash on various dates selected by the Reporting Person or as otherwise provided in the Plan. Each phantom stock represents a contingent right to receive a cash payment equal to the value on the settlement date of one share of Iron Mountain Incorporated common stock ("Common Stock"). Read SEC document |
| January 02, 2025 Filed Jan 6, 2025 22:32 UTC | IRON MOUNTAIN INC IRM · Entity 517 | Disposition to issuerCommon Stock, par value $.01 per share | 960.085 | $104.74 | $100,559.30 |
DisclosureSEC source: 0001020569-25-000013 · wk-form4_1736202753.xml · nonDerivative · entry 2 Matlock Robin · CIK 0001781215 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 24,342 F2 · shares: Represents Common Stock otherwise issuable to the Reporting Person for which cash was paid, based on the closing price of Common Stock on the New York Stock Exchange on the settlement date. Read SEC document |
| January 02, 2025 Filed Jan 6, 2025 22:32 UTC | IRON MOUNTAIN INC IRM · Entity 517 | Exercise / conversionCommon Stock, par value $.01 per share | 960.085 | $0.00 | $0.00 |
DisclosureSEC source: 0001020569-25-000013 · wk-form4_1736202753.xml · nonDerivative · entry 1 Matlock Robin · CIK 0001781215 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 25,302.085 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 · price: Pursuant to the Reporting Person's election to participate in the Iron Mountain Incorporated Directors Deferred Compensation Plan (the "Plan"), phantom stock were settled in cash on various dates selected by the Reporting Person or as otherwise provided in the Plan. Each phantom stock represents a contingent right to receive a cash payment equal to the value on the settlement date of one share of Iron Mountain Incorporated common stock ("Common Stock"). Read SEC document |
| January 02, 2025 Filed Jan 17, 2025 21:57 UTC Amendment | IRON MOUNTAIN INC IRM · Entity 517 | Exercise / conversionPhantom Stock · Derivative | 960.085 | $0.00 | $0.00 |
DisclosureSEC source: 0001020569-25-000029 · wk-form4a_1737151055.xml · derivative · entry 2 Matlock Robin · CIK 0001781215 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 973.329 Underlying: Common Stock · 960.085 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: Pursuant to the Reporting Person's election to participate in the Iron Mountain Incorporated Directors Deferred Compensation Plan (the "Plan"), the Phantom Shares will become payable in shares of Common Stock on various dates selected by the Reporting Person or as otherwise provided in the Plan. Each Phantom Share is the economic equivalent of one share of Common Stock. F3 · shares: Settlement of the Phantom Shares is in Common Stock. F2 · derivative.exercise_date: Pursuant to the Reporting Person's election to participate in the Iron Mountain Incorporated Directors Deferred Compensation Plan (the "Plan"), the Phantom Shares will become payable in shares of Common Stock on various dates selected by the Reporting Person or as otherwise provided in the Plan. Each Phantom Share is the economic equivalent of one share of Common Stock. F2 · derivative.expiration_date: Pursuant to the Reporting Person's election to participate in the Iron Mountain Incorporated Directors Deferred Compensation Plan (the "Plan"), the Phantom Shares will become payable in shares of Common Stock on various dates selected by the Reporting Person or as otherwise provided in the Plan. Each Phantom Share is the economic equivalent of one share of Common Stock. Read SEC document |
| January 02, 2025 Filed Jan 17, 2025 21:57 UTC Amendment | IRON MOUNTAIN INC IRM · Entity 517 | Exercise / conversionCommon Stock, par value $.01 per share | 960 | $0.00 | $0.00 |
DisclosureSEC source: 0001020569-25-000029 · wk-form4a_1737151055.xml · nonDerivative · entry 1 Matlock Robin · CIK 0001781215 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 25,302 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: On January 6, 2025, the Reporting Person filed a Form 4 which inadvertently included an incorrect distribution type due to an administrative error. This amendment is being filed solely to reflect that the shares of phantom stock (the "Phantom Shares") were distributed in shares of Iron Mountain Incorporated common stock ("Common Stock") instead of in cash. Only whole shares of Common Stock were transferred in-kind; fractional shares were sold and settled in cash. F2 · price: Pursuant to the Reporting Person's election to participate in the Iron Mountain Incorporated Directors Deferred Compensation Plan (the "Plan"), the Phantom Shares will become payable in shares of Common Stock on various dates selected by the Reporting Person or as otherwise provided in the Plan. Each Phantom Share is the economic equivalent of one share of Common Stock. Read SEC document |
| November 29, 2024 Filed Dec 3, 2024 21:00 UTC | MSCI Inc. MSCI · Entity 3075 | GrantCommon Stock | 3 | $0.00 | $0.00 |
DisclosureSEC source: 0001408198-24-000180 · wk-form4_1733259642.xml · nonDerivative · entry 1 Matlock Robin · CIK 0001781215 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,232 F1 · shares: Shares acquired by the Reporting Person in connection with MSCI Inc.'s payment of a dividend. Pursuant to the MSCI Inc. Non-Employee Directors Deferral Plan, the Reporting Person has elected to defer receipt of the shares until the earlier of June 1, 2033 and the 60th day after such Reporting Person's "separation from service" as a director. Read SEC document |
| October 03, 2024 Filed Oct 7, 2024 20:50 UTC | IRON MOUNTAIN INC IRM · Entity 517 | GrantPhantom Stock · Derivative | 11.48 | $118.88 | $1,364.79 |
DisclosureSEC source: 0001020569-24-000239 · wk-form4_1728334199.xml · derivative · entry 1 Matlock Robin · CIK 0001781215 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,920.161 Underlying: Common Stock · 11.48 shares Expires not disclosed F1 · derivative.exercise_price: Pursuant to the Reporting Person's election to participate in the Iron Mountain Incorporated Directors Deferred Compensation Plan, the shares of phantom stock (the "Phantom Shares") will become payable in shares of Iron Mountain Incorporated common stock ("Common Stock") following the Reporting Person's disability or cessation of service as a director. Each Phantom Share is the economic equivalent of one share of Common Stock. F2 · shares: These shares give effect to dividends paid on Common Stock as if reinvested in Phantom Shares. F3 · price: The price reported in Column 8 is a weighted average price. These shares of Iron Mountain Incorporated common stock ("Common Stock") were sold in multiple transactions at prices ranging from $118.729 to $119.114, inclusive. The Reporting Person undertakes to provide Iron Mountain Incorporated (the "Company"), any security holder of the Company, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares of Common Stock sold at each separate price within the ranges set forth in this footnote (3). F1 · derivative.exercise_date: Pursuant to the Reporting Person's election to participate in the Iron Mountain Incorporated Directors Deferred Compensation Plan, the shares of phantom stock (the "Phantom Shares") will become payable in shares of Iron Mountain Incorporated common stock ("Common Stock") following the Reporting Person's disability or cessation of service as a director. Each Phantom Share is the economic equivalent of one share of Common Stock. F1 · derivative.expiration_date: Pursuant to the Reporting Person's election to participate in the Iron Mountain Incorporated Directors Deferred Compensation Plan, the shares of phantom stock (the "Phantom Shares") will become payable in shares of Iron Mountain Incorporated common stock ("Common Stock") following the Reporting Person's disability or cessation of service as a director. Each Phantom Share is the economic equivalent of one share of Common Stock. Read SEC document |
| August 30, 2024 Filed Sep 4, 2024 20:03 UTC | MSCI Inc. MSCI · Entity 3075 | GrantCommon Stock | 3 | $0.00 | $0.00 |
DisclosureSEC source: 0001408198-24-000157 · wk-form4_1725480178.xml · nonDerivative · entry 1 Matlock Robin · CIK 0001781215 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,229 F1 · shares: Shares acquired by the Reporting Person in connection with MSCI Inc.'s payment of a dividend. Pursuant to the MSCI Inc. Non-Employee Directors Deferral Plan, the Reporting Person has elected to defer receipt of the shares until the earlier of June 1, 2033 and the 60th day after such Reporting Person's "separation from service" as a director. Read SEC document |
| July 05, 2024 Filed Jul 9, 2024 01:50 UTC | IRON MOUNTAIN INC IRM · Entity 517 | GrantPhantom Stock · Derivative | 13.338 | $92.37 | $1,232.03 |
DisclosureSEC source: 0001020569-24-000186 · wk-form4_1720489841.xml · derivative · entry 1 Matlock Robin · CIK 0001781215 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,908.681 Underlying: Common Stock · 13.338 shares Expires not disclosed F1 · derivative.exercise_price: Pursuant to the Reporting Person's election to participate in the Iron Mountain Incorporated Directors Deferred Compensation Plan, the shares of phantom stock (the "Phantom Shares") will become payable in shares of Iron Mountain Incorporated common stock ("Common Stock") following the Reporting Person's disability or cessation of service as a director. Each Phantom Share is the economic equivalent of one share of Common Stock. F2 · shares: These shares give effect to dividends paid on Common Stock as if reinvested in Phantom Shares. F3 · price: The price reported in Column 8 is a weighted average price. These shares of Iron Mountain Incorporated common stock ("Common Stock") were sold in multiple transactions at prices ranging from $92.129 to $92.459, inclusive. The Reporting Person undertakes to provide Iron Mountain Incorporated (the "Company"), any security holder of the Company, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares of Common Stock sold at each separate price within the ranges set forth in this footnote (3). F1 · derivative.exercise_date: Pursuant to the Reporting Person's election to participate in the Iron Mountain Incorporated Directors Deferred Compensation Plan, the shares of phantom stock (the "Phantom Shares") will become payable in shares of Iron Mountain Incorporated common stock ("Common Stock") following the Reporting Person's disability or cessation of service as a director. Each Phantom Share is the economic equivalent of one share of Common Stock. F1 · derivative.expiration_date: Pursuant to the Reporting Person's election to participate in the Iron Mountain Incorporated Directors Deferred Compensation Plan, the shares of phantom stock (the "Phantom Shares") will become payable in shares of Iron Mountain Incorporated common stock ("Common Stock") following the Reporting Person's disability or cessation of service as a director. Each Phantom Share is the economic equivalent of one share of Common Stock. Read SEC document |
| May 31, 2024 Filed Jun 4, 2024 20:26 UTC | MSCI Inc. MSCI · Entity 3075 | GrantCommon Stock | 3 | $0.00 | $0.00 |
DisclosureSEC source: 0001408198-24-000120 · wk-form4_1717532785.xml · nonDerivative · entry 1 Matlock Robin · CIK 0001781215 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,226 F1 · shares: Shares acquired by the Reporting Person in connection with MSCI Inc.'s payment of a dividend. Pursuant to the MSCI Inc. Non-Employee Directors Deferral Plan, the Reporting Person has elected to defer receipt of the shares until the earlier of June 1, 2033 and the 60th day after such Reporting Person's "separation from service" as a director. Read SEC document |
| May 30, 2024 Filed Jun 3, 2024 21:12 UTC | IRON MOUNTAIN INC IRM · Entity 517 | GrantCommon Stock, par value $.01 per share | 2,385 | $0.01 | $23.85 |
DisclosureSEC source: 0001020569-24-000149 · wk-form4_1717449156.xml · nonDerivative · entry 1 Matlock Robin · CIK 0001781215 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 24,342 F1 · shares: Consists of shares issuable upon the settlement of restricted stock units ("RSUs") granted on May 30, 2024. The RSUs vest on the grant date. Read SEC document |
| May 01, 2024 Filed May 3, 2024 20:03 UTC | MSCI Inc. MSCI · Entity 3075 | GrantCommon Stock | 450 | $0.00 | $0.00 |
DisclosureSEC source: 0001408198-24-000108 · wk-form4_1714766609.xml · nonDerivative · entry 1 Matlock Robin · CIK 0001781215 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,223 F1 · shares: Restricted stock units vesting on May 1, 2025. Pursuant to the MSCI Inc. Non-Employee Directors Deferral Plan, the Reporting Person has elected to defer receipt of the shares until the earlier of June 1, 2033 and the 60th day after such Reporting Person's "separation from service" as a director. Read SEC document |
| April 04, 2024 Filed Apr 5, 2024 20:44 UTC | IRON MOUNTAIN INC IRM · Entity 517 | GrantPhantom Stock · Derivative | 15.26 | $80.08 | $1,222.02 |
DisclosureSEC source: 0001020569-24-000093 · wk-form4_1712349873.xml · derivative · entry 1 Matlock Robin · CIK 0001781215 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,895.343 Underlying: Common Stock · 15.26 shares Expires not disclosed F1 · derivative.exercise_price: Pursuant to the Reporting Person's election to participate in the Iron Mountain Incorporated Directors Deferred Compensation Plan, the shares of phantom stock (the "Phantom Shares") will become payable in shares of Iron Mountain Incorporated common stock ("Common Stock") following the Reporting Person's disability or cessation of service as a director. Each Phantom Share is the economic equivalent of one share of Common Stock. F2 · shares: These shares give effect to dividends paid on Common Stock as if reinvested in Phantom Shares. F3 · price: The price reported in Column 8 is a weighted average price. These shares of Iron Mountain Incorporated common stock ("Common Stock") were sold in multiple transactions at prices ranging from $79.989 to $80.149, inclusive. The Reporting Person undertakes to provide Iron Mountain Incorporated (the "Company"), any security holder of the Company, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares of Common Stock sold at each separate price within the ranges set forth in this footnote (3). F1 · derivative.exercise_date: Pursuant to the Reporting Person's election to participate in the Iron Mountain Incorporated Directors Deferred Compensation Plan, the shares of phantom stock (the "Phantom Shares") will become payable in shares of Iron Mountain Incorporated common stock ("Common Stock") following the Reporting Person's disability or cessation of service as a director. Each Phantom Share is the economic equivalent of one share of Common Stock. F1 · derivative.expiration_date: Pursuant to the Reporting Person's election to participate in the Iron Mountain Incorporated Directors Deferred Compensation Plan, the shares of phantom stock (the "Phantom Shares") will become payable in shares of Iron Mountain Incorporated common stock ("Common Stock") following the Reporting Person's disability or cessation of service as a director. Each Phantom Share is the economic equivalent of one share of Common Stock. Read SEC document |
| February 29, 2024 Filed Mar 4, 2024 21:10 UTC | MSCI Inc. MSCI · Entity 3075 | GrantCommon Stock | 2 | $0.00 | $0.00 |
DisclosureSEC source: 0001408198-24-000040 · wk-form4_1709586359.xml · nonDerivative · entry 1 Matlock Robin · CIK 0001781215 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 773 F1 · shares: Shares acquired by the Reporting Person in connection with MSCI Inc.'s payment of a dividend. Pursuant to the MSCI Inc. Non-Employee Directors Deferral Plan, the Reporting Person has elected to defer receipt of the shares until the earlier of June 1, 2033 and the 60th day after such Reporting Person's "separation from service" as a director. Read SEC document |
| January 04, 2024 Filed Jan 8, 2024 22:53 UTC | IRON MOUNTAIN INC IRM · Entity 517 | GrantPhantom Stock · Derivative | 26.972 | $67.33 | $1,816.02 |
DisclosureSEC source: 0001020569-24-000014 · wk-form4_1704754396.xml · derivative · entry 1 Matlock Robin · CIK 0001781215 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,880.083 Underlying: Common Stock · 26.972 shares Expires not disclosed F1 · derivative.exercise_price: Pursuant to the Reporting Person's election to participate in the Iron Mountain Incorporated Directors Deferred Compensation Plan, the shares of phantom stock (the "Phantom Shares") will become payable in shares of Iron Mountain Incorporated common stock ("Common Stock") following the Reporting Person's disability or cessation of service as a director. Each Phantom Share is the economic equivalent of one share of Common Stock. F2 · shares: These shares give effect to dividends paid on Common Stock as if reinvested in Phantom Shares. F3 · price: The price reported in Column 8 is a weighted average price. These shares of Iron Mountain Incorporated common stock ("Common Stock") were sold in multiple transactions at prices ranging from $67.269 to $67.379, inclusive. The Reporting Person undertakes to provide Iron Mountain Incorporated (the "Company"), any security holder of the Company, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares of Common Stock sold at each separate price within the ranges set forth in this footnote (3). F1 · derivative.exercise_date: Pursuant to the Reporting Person's election to participate in the Iron Mountain Incorporated Directors Deferred Compensation Plan, the shares of phantom stock (the "Phantom Shares") will become payable in shares of Iron Mountain Incorporated common stock ("Common Stock") following the Reporting Person's disability or cessation of service as a director. Each Phantom Share is the economic equivalent of one share of Common Stock. F1 · derivative.expiration_date: Pursuant to the Reporting Person's election to participate in the Iron Mountain Incorporated Directors Deferred Compensation Plan, the shares of phantom stock (the "Phantom Shares") will become payable in shares of Iron Mountain Incorporated common stock ("Common Stock") following the Reporting Person's disability or cessation of service as a director. Each Phantom Share is the economic equivalent of one share of Common Stock. Read SEC document |
| January 02, 2024 Filed Jan 4, 2024 22:17 UTC | IRON MOUNTAIN INC IRM · Entity 517 | Exercise / conversionPhantom Stock · Derivative | 940.666 | $69.28 | $65,169.34 |
DisclosureSEC source: 0001020569-24-000002 · wk-form4_1704406623.xml · derivative · entry 3 Matlock Robin · CIK 0001781215 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,853.111 Underlying: Common Stock · 940.666 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. F1 · derivative.exercise_price: Pursuant to the Reporting Person's election to participate in the Iron Mountain Incorporated Directors Deferred Compensation Plan (the "Plan"), the shares of phantom stock (the "Phantom Shares") will become payable in shares of Iron Mountain Incorporated common stock ("Common Stock") on various dates selected by the Reporting Person or as otherwise provided in the Plan. Each Phantom Share is the economic equivalent of one share of Common Stock. F3 · shares: Settlement of the Phantom Shares is in cash. F4 · derivative.exercise_date: Settlement of the Phantom Shares is made in accordance with distribution election made by the Reporting Person or as otherwise provided in the Plan. F4 · derivative.expiration_date: Settlement of the Phantom Shares is made in accordance with distribution election made by the Reporting Person or as otherwise provided in the Plan. Read SEC document |
| January 02, 2024 Filed Jan 4, 2024 22:17 UTC | IRON MOUNTAIN INC IRM · Entity 517 | SaleCommon Stock, par value $.01 per share | 940.666 | $69.28 | $65,169.34 |
DisclosureSEC source: 0001020569-24-000002 · wk-form4_1704406623.xml · nonDerivative · entry 2 Matlock Robin · CIK 0001781215 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 21,957 F2 · shares: Represents Common Stock otherwise issuable to the Reporting Person for which cash was paid. Read SEC document |
| January 02, 2024 Filed Jan 4, 2024 22:17 UTC | IRON MOUNTAIN INC IRM · Entity 517 | Exercise / conversionCommon Stock, par value $.01 per share | 940.666 | $0.00 | $0.00 |
DisclosureSEC source: 0001020569-24-000002 · wk-form4_1704406623.xml · nonDerivative · entry 1 Matlock Robin · CIK 0001781215 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 22,897.666 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 · price: Pursuant to the Reporting Person's election to participate in the Iron Mountain Incorporated Directors Deferred Compensation Plan (the "Plan"), the shares of phantom stock (the "Phantom Shares") will become payable in shares of Iron Mountain Incorporated common stock ("Common Stock") on various dates selected by the Reporting Person or as otherwise provided in the Plan. Each Phantom Share is the economic equivalent of one share of Common Stock. Read SEC document |
| November 30, 2023 Filed Dec 4, 2023 21:02 UTC | MSCI Inc. MSCI · Entity 3075 | GrantCommon Stock | 2 | $0.00 | $0.00 |
DisclosureSEC source: 0001408198-23-000072 · wk-form4_1701723715.xml · nonDerivative · entry 1 Matlock Robin · CIK 0001781215 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 771 F1 · shares: Shares acquired by the Reporting Person in connection with MSCI Inc.'s payment of a dividend. Pursuant to the MSCI Inc. Non-Employee Directors Deferral Plan, the Reporting Person has elected to defer receipt of the shares until the earlier of June 1, 2033 and the 60th day after such Reporting Person's "separation from service" as a director. Read SEC document |
| October 05, 2023 Filed Oct 10, 2023 21:08 UTC | IRON MOUNTAIN INC IRM · Entity 517 | GrantPhantom Stock · Derivative | 31.079 | $57.78 | $1,795.74 |
DisclosureSEC source: 0001020569-23-000200 · wk-form4_1696972085.xml · derivative · entry 1 Matlock Robin · CIK 0001781215 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,793.777 Underlying: Common Stock · 31.079 shares Expires not disclosed F1 · derivative.exercise_price: Pursuant to the Reporting Person's election to participate in the Iron Mountain Incorporated Directors Deferred Compensation Plan (the "Plan"), the shares of phantom stock (the "Phantom Shares") will become payable in shares of Iron Mountain Incorporated common stock ("Common Stock") on various dates selected by the Reporting Person or as otherwise provided in the Plan. Each Phantom Share is the economic equivalent of one share of Common Stock. F2 · shares: These shares give effect to dividends paid on Common Stock as if reinvested in Phantom Shares. F3 · price: The price reported in Column 8 is a weighted average price. These shares of Iron Mountain Incorporated Common Stock were purchased in multiple transactions at prices ranging from $57.639 to $57.869, inclusive. The Reporting Person undertakes to provide Iron Mountain Incorporated (the "Company"), any security holder of the Company, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares of Common Stock purchased at each separate price within the ranges set forth in this footnote (3). F1 · derivative.exercise_date: Pursuant to the Reporting Person's election to participate in the Iron Mountain Incorporated Directors Deferred Compensation Plan (the "Plan"), the shares of phantom stock (the "Phantom Shares") will become payable in shares of Iron Mountain Incorporated common stock ("Common Stock") on various dates selected by the Reporting Person or as otherwise provided in the Plan. Each Phantom Share is the economic equivalent of one share of Common Stock. F1 · derivative.expiration_date: Pursuant to the Reporting Person's election to participate in the Iron Mountain Incorporated Directors Deferred Compensation Plan (the "Plan"), the shares of phantom stock (the "Phantom Shares") will become payable in shares of Iron Mountain Incorporated common stock ("Common Stock") on various dates selected by the Reporting Person or as otherwise provided in the Plan. Each Phantom Share is the economic equivalent of one share of Common Stock. Read SEC document |
| July 06, 2023 Filed Jul 10, 2023 22:33 UTC | IRON MOUNTAIN INC IRM · Entity 517 | GrantPhantom Stock · Derivative | 29.367 | $57.57 | $1,690.66 |
DisclosureSEC source: 0001020569-23-000147 · wf-form4_168902842637956.xml · derivative · entry 1 Matlock Robin · CIK 0001781215 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,762.698 Underlying: Common Stock · 29.367 shares Expires not disclosed F1 · derivative.exercise_price: Pursuant to the Reporting Person's election to participate in the Iron Mountain Incorporated Directors Deferred Compensation Plan (the "Plan"), the shares of phantom stock (the "Phantom Shares") will become payable in shares of Iron Mountain Incorporated common stock ("Common Stock") on various dates selected by the Reporting Person or as otherwise provided in the Plan. Each Phantom Share is the economic equivalent of one share of Common Stock. F2 · shares: These shares give effect to dividends paid on Common Stock as if reinvested in Phantom Shares. F3 · price: The price reported in Column 8 is a weighted average price. These shares of Iron Mountain Incorporated Common Stock were purchased in multiple transactions at prices ranging from $57.50 to $57.60, inclusive. The Reporting Person undertakes to provide Iron Mountain Incorporated (the "Company"), any security holder of the Company, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares of Common Stock purchased at each separate price within the ranges set forth in this footnote (3). F1 · derivative.exercise_date: Pursuant to the Reporting Person's election to participate in the Iron Mountain Incorporated Directors Deferred Compensation Plan (the "Plan"), the shares of phantom stock (the "Phantom Shares") will become payable in shares of Iron Mountain Incorporated common stock ("Common Stock") on various dates selected by the Reporting Person or as otherwise provided in the Plan. Each Phantom Share is the economic equivalent of one share of Common Stock. F1 · derivative.expiration_date: Pursuant to the Reporting Person's election to participate in the Iron Mountain Incorporated Directors Deferred Compensation Plan (the "Plan"), the shares of phantom stock (the "Phantom Shares") will become payable in shares of Iron Mountain Incorporated common stock ("Common Stock") on various dates selected by the Reporting Person or as otherwise provided in the Plan. Each Phantom Share is the economic equivalent of one share of Common Stock. Read SEC document |
| May 31, 2023 Filed Jun 2, 2023 20:10 UTC | MSCI Inc. MSCI · Entity 3075 | GrantCommon Stock | 2 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-033677 · doc4.xml · nonDerivative · entry 1 Matlock Robin · CIK 0001781215 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 769 F1 · shares: Shares acquired by the Reporting Person in connection with MSCI Inc.'s payment of a dividend. Pursuant to the MSCI Inc. Non-Employee Directors Deferral Plan, the Reporting Person has elected to defer receipt of the shares until the earlier of June 1, 2033 and the 60th day after such Reporting Person's "separation from service" as a director. Read SEC document |
| May 09, 2023 Filed May 11, 2023 01:04 UTC | IRON MOUNTAIN INC IRM · Entity 517 | GrantCommon Stock, par value $.01 per share | 3,047 | $0.01 | $30.47 |
DisclosureSEC source: 0001020569-23-000114 · wf-form4_168376706584262.xml · nonDerivative · entry 1 Matlock Robin · CIK 0001781215 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 21,957 F1 · shares: Consists of shares issuable upon the settlement of restricted stock units ("RSUs") granted on May 9, 2023. The RSUs vest on the grant date. Read SEC document |
| May 01, 2023 Filed May 3, 2023 20:03 UTC | MSCI Inc. MSCI · Entity 3075 | GrantCommon Stock | 383 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-026916 · doc4.xml · nonDerivative · entry 1 Matlock Robin · CIK 0001781215 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 767 F1 · shares: Restricted stock units vesting on May 1, 2024. Pursuant to the MSCI Inc. Non-Employee Directors Deferral Plan, the Reporting Person has elected to defer receipt of the shares until the earlier of June 1, 2033 and the 60th day after such Reporting Person's "separation from service" as a director. Read SEC document |
| April 05, 2023 Filed Apr 7, 2023 20:39 UTC | IRON MOUNTAIN INC IRM · Entity 517 | GrantPhantom Stock · Derivative | 31.764 | $52.60 | $1,670.79 |
DisclosureSEC source: 0001020569-23-000095 · wf-form4_168089998179420.xml · derivative · entry 1 Matlock Robin · CIK 0001781215 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,733.331 Underlying: Common Stock · 31.764 shares Expires not disclosed F1 · derivative.exercise_price: Pursuant to the Reporting Person's election to participate in the Iron Mountain Incorporated Directors Deferred Compensation Plan (the "Plan"), the shares of phantom stock (the "Phantom Shares") will become payable in shares of Iron Mountain Incorporated common stock ("Common Stock") on various dates selected by the Reporting Person or as otherwise provided in the Plan. Each Phantom Share is the economic equivalent of one share of Common Stock. F2 · shares: These shares give effect to dividends paid on Common Stock as if reinvested in Phantom Shares. F3 · price: The price reported in Column 8 is a weighted average price. These shares of Iron Mountain Incorporated Common Stock were sold in multiple transactions at prices ranging from $52.52 to $52.71, inclusive. The Reporting Person undertakes to provide Iron Mountain Incorporated (the "Company"), any security holder of the Company, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares of Common Stock sold at each separate price within the ranges set forth in this footnote (3). F1 · derivative.exercise_date: Pursuant to the Reporting Person's election to participate in the Iron Mountain Incorporated Directors Deferred Compensation Plan (the "Plan"), the shares of phantom stock (the "Phantom Shares") will become payable in shares of Iron Mountain Incorporated common stock ("Common Stock") on various dates selected by the Reporting Person or as otherwise provided in the Plan. Each Phantom Share is the economic equivalent of one share of Common Stock. F1 · derivative.expiration_date: Pursuant to the Reporting Person's election to participate in the Iron Mountain Incorporated Directors Deferred Compensation Plan (the "Plan"), the shares of phantom stock (the "Phantom Shares") will become payable in shares of Iron Mountain Incorporated common stock ("Common Stock") on various dates selected by the Reporting Person or as otherwise provided in the Plan. Each Phantom Share is the economic equivalent of one share of Common Stock. Read SEC document |
| February 28, 2023 Filed Mar 2, 2023 21:01 UTC | MSCI Inc. MSCI · Entity 3075 | GrantCommon Stock | 1 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-014574 · doc4.xml · nonDerivative · entry 1 Matlock Robin · CIK 0001781215 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 384 F1 · shares: Shares acquired by the Reporting Person in connection with MSCI Inc.'s payment of a dividend. Pursuant to the MSCI Inc. Non-Employee Directors Deferral Plan, the Reporting Person has elected to defer receipt of the shares until the earlier of June 1, 2033 and the 60th day after such Reporting Person's "separation from service" as a director. Read SEC document |
| January 05, 2023 Filed Jan 9, 2023 21:34 UTC | IRON MOUNTAIN INC IRM · Entity 517 | GrantPhantom Stock · Derivative | 44.19 | $49.59 | $2,191.38 |
DisclosureSEC source: 0001020569-23-000013 · wf-form4_167330008256439.xml · derivative · entry 1 Matlock Robin · CIK 0001781215 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,701.567 Underlying: Common Stock · 44.19 shares Expires not disclosed F1 · derivative.exercise_price: Pursuant to the Reporting Person's election to participate in the Iron Mountain Incorporated Directors Deferred Compensation Plan (the "Plan"), the shares of phantom stock (the "Phantom Shares") will become payable in shares of Iron Mountain Incorporated common stock ("Common Stock") on various dates selected by the Reporting Person or as otherwise provided in the Plan. Each Phantom Share is the economic equivalent of one share of Common Stock. F2 · shares: These shares give effect to dividends paid on Common Stock as if reinvested in Phantom Shares. F1 · derivative.exercise_date: Pursuant to the Reporting Person's election to participate in the Iron Mountain Incorporated Directors Deferred Compensation Plan (the "Plan"), the shares of phantom stock (the "Phantom Shares") will become payable in shares of Iron Mountain Incorporated common stock ("Common Stock") on various dates selected by the Reporting Person or as otherwise provided in the Plan. Each Phantom Share is the economic equivalent of one share of Common Stock. F1 · derivative.expiration_date: Pursuant to the Reporting Person's election to participate in the Iron Mountain Incorporated Directors Deferred Compensation Plan (the "Plan"), the shares of phantom stock (the "Phantom Shares") will become payable in shares of Iron Mountain Incorporated common stock ("Common Stock") on various dates selected by the Reporting Person or as otherwise provided in the Plan. Each Phantom Share is the economic equivalent of one share of Common Stock. Read SEC document |
| January 03, 2023 Filed Jan 6, 2023 00:41 UTC | IRON MOUNTAIN INC IRM · Entity 517 | Exercise / conversionPhantom Stock · Derivative | 885.392 | $49.87 | $44,151.75 |
DisclosureSEC source: 0001020569-23-000004 · wf-form4_167296565995753.xml · derivative · entry 3 Matlock Robin · CIK 0001781215 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,657.377 Underlying: Common Stock · 885.392 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. F1 · derivative.exercise_price: Pursuant to the Reporting Person's election to participate in the Iron Mountain Incorporated Directors Deferred Compensation Plan (the "Plan"), the shares of phantom stock (the "Phantom Shares") will become payable in shares of Iron Mountain Incorporated common stock ("Common Stock") on various dates selected by the Reporting Person or as otherwise provided in the Plan. Each Phantom Share is the economic equivalent of one share of Common Stock. F3 · shares: Settlement of the Phantom Shares is in cash. F4 · derivative.exercise_date: Settlement of the Phantom Shares is made in accordance with distribution elections made by the Reporting Person or as otherwise provided in the Plan. F4 · derivative.expiration_date: Settlement of the Phantom Shares is made in accordance with distribution elections made by the Reporting Person or as otherwise provided in the Plan. Read SEC document |
| January 03, 2023 Filed Jan 6, 2023 00:41 UTC | IRON MOUNTAIN INC IRM · Entity 517 | Disposition to issuerCommon Stock, par value $.01 per share | 885.392 | $49.87 | $44,151.75 |
DisclosureSEC source: 0001020569-23-000004 · wf-form4_167296565995753.xml · nonDerivative · entry 2 Matlock Robin · CIK 0001781215 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,910 F2 · shares: Represents Common Stock otherwise issuable to the Reporting Person for which cash was paid, based on the closing price of Common Stock on the New York Stock Exchange on the transaction date. Read SEC document |
| January 03, 2023 Filed Jan 6, 2023 00:41 UTC | IRON MOUNTAIN INC IRM · Entity 517 | Exercise / conversionCommon Stock, par value $.01 per share | 885.392 | $0.00 | $0.00 |
DisclosureSEC source: 0001020569-23-000004 · wf-form4_167296565995753.xml · nonDerivative · entry 1 Matlock Robin · CIK 0001781215 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,795.392 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 · price: Pursuant to the Reporting Person's election to participate in the Iron Mountain Incorporated Directors Deferred Compensation Plan (the "Plan"), the shares of phantom stock (the "Phantom Shares") will become payable in shares of Iron Mountain Incorporated common stock ("Common Stock") on various dates selected by the Reporting Person or as otherwise provided in the Plan. Each Phantom Share is the economic equivalent of one share of Common Stock. 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.