Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| California Resources CorpCRC · Entity 3937 | Director | May 11, 2017 | May 15, 2017 |
| General Finance CORPGFN · Entity 138946 | 10% owner | September 05, 2018 | September 06, 2018 |
| Public StoragePSA · Entity 1436 | Director | October 06, 2026 | October 07, 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.
California Resources Corp
Report date May 11, 2017 · Filed May 15, 2017
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 22,577.3 |
Reported balance
After 2017-05-11 transaction · row 1
1 source rowRow 1 · 2017-05-11 · Grant · Acquired 11,128 · Balance 22,577.3 F1: Grant of Restricted Stock Units (RSUs) pursuant to California Resources Corporation's Long-Term Incentive Plan. F2: The RSUs will vest, in their entirety, on May 11, 2018. |
Filing footnotes · ownership attribution and instrument terms
F1: Grant of Restricted Stock Units (RSUs) pursuant to California Resources Corporation's Long-Term Incentive Plan.
F2: The RSUs will vest, in their entirety, on May 11, 2018.
General Finance CORP
Report date September 05, 2018 · Filed September 06, 2018
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | IndirectAs trustee of the Havner Family Trust | 3,972,600 |
Reported balance
After 2018-09-05 transaction · row 1
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 1 · 2018-09-05 · Purchase · Acquired 10,600 · Balance 3,972,600 F1: The price reported in column 4 is a weighted average price. These shares were purchased in multiple transactions at prices ranging from $13.35 to $13.50, inclusive. The reporting person undertakes to provide to General Finance Corporation, any security holder of General Finance Corporation or the staff of the Securities Exchange Commission, upon request, full information regarding the number of shares purchased at each separate price within the ranges set forth in this footnote. |
Filing footnotes · ownership attribution and instrument terms
F1: The price reported in column 4 is a weighted average price. These shares were purchased in multiple transactions at prices ranging from $13.35 to $13.50, inclusive. The reporting person undertakes to provide to General Finance Corporation, any security holder of General Finance Corporation or the staff of the Securities Exchange Commission, upon request, full information regarding the number of shares purchased at each separate price within the ranges set forth in this footnote.
Public Storage
Report date October 06, 2026 · Filed October 07, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common SharesSEC Table I · non-derivative | Direct | 6,734.99 |
Reported balance
After 2026-10-06 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2026-10-06 · Grant · Acquired 4.45 · Balance 6,734.99 F1: Grant of fully-vested deferred share units (DSUs) in lieu of dividend equivalents pursuant to the Company's Non-Management Trustee Compensation and Deferral Program under the Company's 2021 Equity and Performance-Based Incentive Compensation Plan. Each DSU represents the right to receive one Company common share. The number of DSUs granted represents the quotient of the dollar amount of the portion of the cash dividend equivalents paid on DSUs for the applicable calendar quarter Mr. Havner has elected to be paid in DSUs, divided by the Company's closing share price on the grant date. The DSUs will be settled in unrestricted common shares (i) in a lump sum upon Mr. Havner's separation from service as a trustee or (ii) in a lump sum upon Mr. Havner's earlier death or disability or upon an earlier change of control of the Company. In accordance with Mr. Havner's election, dividend equivalents paid on these DSUs will be issued as additional DSUs. F2: Includes 2,734.99 DSUs. Mr. Havner postponed receipt of 10,000 vested restricted share units granted February 19, 2015 with an original vesting date of April 1, 2016 in accordance with the following schedule: 10 equal installments over 10 years starting April 1, 2021 to April 1, 2030. 4,000 remain subject to deferred receipt and are also included here. |
| Common SharesSEC Table I · non-derivative | IndirectBy Trust | 317,787 |
Reported balance
Holding disclosure · report date 2026-10-06 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 317,787 F3: Ronald L. Havner and LeeAnn R. Havner, Trustee of Havner Family Trust. |
| Common SharesSEC Table I · non-derivative | IndirectBy Spouse IRA | 1,900 |
Reported balance
Holding disclosure · report date 2026-10-06 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 1,900 |
Filing footnotes · ownership attribution and instrument terms
F1: Grant of fully-vested deferred share units (DSUs) in lieu of dividend equivalents pursuant to the Company's Non-Management Trustee Compensation and Deferral Program under the Company's 2021 Equity and Performance-Based Incentive Compensation Plan. Each DSU represents the right to receive one Company common share. The number of DSUs granted represents the quotient of the dollar amount of the portion of the cash dividend equivalents paid on DSUs for the applicable calendar quarter Mr. Havner has elected to be paid in DSUs, divided by the Company's closing share price on the grant date. The DSUs will be settled in unrestricted common shares (i) in a lump sum upon Mr. Havner's separation from service as a trustee or (ii) in a lump sum upon Mr. Havner's earlier death or disability or upon an earlier change of control of the Company. In accordance with Mr. Havner's election, dividend equivalents paid on these DSUs will be issued as additional DSUs.
F2: Includes 2,734.99 DSUs. Mr. Havner postponed receipt of 10,000 vested restricted share units granted February 19, 2015 with an original vesting date of April 1, 2016 in accordance with the following schedule: 10 equal installments over 10 years starting April 1, 2021 to April 1, 2030. 4,000 remain subject to deferred receipt and are also included here.
F3: Ronald L. Havner and LeeAnn R. Havner, Trustee of Havner Family Trust.
Past disclosures · reporting ended (2)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
AVALONBAY COMMUNITIES INC
Report date August 17, 2026 · Filed August 17, 2026
Section 16 reporting ended · disclosed 2026-08-17. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common Stock, par value $.01 per shareSEC Table I · non-derivative | Direct | 0 |
Reported balance
After 2026-08-17 transaction · row 1
1 source rowRow 1 · 2026-08-17 · Disposition to issuer · Disposed 21,149.8805 · Balance 0 F1: Pursuant to the Agreement and Plan of Merger, dated as of May 20, 2026 (the "Merger Agreement"), by and among AvalonBay Communities, Inc., a Maryland corporation ("AVB"), Equity Residential, a Maryland real estate investment trust ("EQR"), ERP Operating Limited Partnership, an Illinois limited partnership, and Canopy Merger Sub LLC, a Maryland limited liability company ("Merger Sub"), AVB and EQR combined in a merger of equals on August 17, 2026, with AVB merging with and into Merger Sub, with Merger Sub surviving as a wholly owned subsidiary of EQR (the "Merger"). In connection with the Merger, EQR changed its name to Vivmark Residential. F2: At the effective time of the Merger (the "Effective Time"), each issued and outstanding deferred stock unit held by the Reporting Person was automatically converted into the right to receive 2.793 (the "Exchange Ratio") common shares of beneficial interest, $0.01 par value per share ("EQR Common Shares"), of EQR. On August 14, 2026, the closing price of AVB Common Stock was $184.06 per share and the closing price of EQR Common Shares was $65.97 per share. F3: This total includes deferred stock units. |
Filing footnotes · ownership attribution and instrument terms
F1: Pursuant to the Agreement and Plan of Merger, dated as of May 20, 2026 (the "Merger Agreement"), by and among AvalonBay Communities, Inc., a Maryland corporation ("AVB"), Equity Residential, a Maryland real estate investment trust ("EQR"), ERP Operating Limited Partnership, an Illinois limited partnership, and Canopy Merger Sub LLC, a Maryland limited liability company ("Merger Sub"), AVB and EQR combined in a merger of equals on August 17, 2026, with AVB merging with and into Merger Sub, with Merger Sub surviving as a wholly owned subsidiary of EQR (the "Merger"). In connection with the Merger, EQR changed its name to Vivmark Residential.
F2: At the effective time of the Merger (the "Effective Time"), each issued and outstanding deferred stock unit held by the Reporting Person was automatically converted into the right to receive 2.793 (the "Exchange Ratio") common shares of beneficial interest, $0.01 par value per share ("EQR Common Shares"), of EQR. On August 14, 2026, the closing price of AVB Common Stock was $184.06 per share and the closing price of EQR Common Shares was $65.97 per share.
F3: This total includes deferred stock units.
PS BUSINESS PARKS, INC./MD
Report date July 20, 2022 · Filed July 20, 2022
Section 16 reporting ended · disclosed 2022-07-20. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 0 |
Reported balance
After 2022-07-20 transaction · row 1
1 source rowRow 1 · 2022-07-20 · Disposition to issuer · Disposed 24,560 · Balance 0 F1: Includes 10,000 previously inadvertently omitted deferred stock units granted under the Company's retirement plan for non-employee directors. F2: On July 20, 2022, pursuant to the Agreement and Plan of Merger (the "Merger Agreement"), dated as of April 24, 2022, by and among PS Business Parks, Inc. (the "Company"), Sequoia Parent LP, Sequoia Merger Sub I LLC ("Merger Sub I"), Sequoia Merger Sub II LLC, and PS Business Parks, L.P., Merger Sub I merged with and into the Company (the "Company Merger") and each share of the Company's common stock, par value $0.01 per share ("common stock"), issued and outstanding immediately prior to the effective time of the Company Merger (the "Company Merger Effective Time"), other than certain shares of common stock excluded pursuant to the terms of the Merger Agreement, was automatically cancelled and converted into the right to receive an amount in cash equal to $182.25 per share (the "Per Company Share Merger Consideration"), without interest. [footnote continues in footnote 3 below] F3: The Per Company Share Merger Consideration represents $187.50 per share of common stock as reduced by the $5.25 per share closing cash dividend (the "Closing Cash Dividend") as described in Item 8.01 of the Company's Current Report on Form 8-K filed on July 8, 2022. F4: Pursuant to the Merger Agreement, at the Company Merger Effective Time, each award of deferred stock units (each, a "DSU award") granted under the Company's retirement plan for non-employee directors that was outstanding immediately prior to the Company Merger Effective Time became vested and was converted into a right to receive a cash payment in an amount equal to (i) the number of shares of common stock subject to the DSU award immediately prior to the Company Merger Effective Time multiplied by (ii) the Per Company Share Merger Consideration. In connection with the closing of the Company Merger, individuals holding DSU awards received an additional amount of cash consideration as a deemed dividend equivalent amount in an amount per DSU award equal to the Closing Cash Dividend. |
| Common StockSEC Table I · non-derivative | IndirectBy Trust | 0 |
Reported balance
After 2022-07-20 transaction · row 2
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 2 · 2022-07-20 · Disposition to issuer · Disposed 155,584 · Balance 0 F2: On July 20, 2022, pursuant to the Agreement and Plan of Merger (the "Merger Agreement"), dated as of April 24, 2022, by and among PS Business Parks, Inc. (the "Company"), Sequoia Parent LP, Sequoia Merger Sub I LLC ("Merger Sub I"), Sequoia Merger Sub II LLC, and PS Business Parks, L.P., Merger Sub I merged with and into the Company (the "Company Merger") and each share of the Company's common stock, par value $0.01 per share ("common stock"), issued and outstanding immediately prior to the effective time of the Company Merger (the "Company Merger Effective Time"), other than certain shares of common stock excluded pursuant to the terms of the Merger Agreement, was automatically cancelled and converted into the right to receive an amount in cash equal to $182.25 per share (the "Per Company Share Merger Consideration"), without interest. [footnote continues in footnote 3 below] F3: The Per Company Share Merger Consideration represents $187.50 per share of common stock as reduced by the $5.25 per share closing cash dividend (the "Closing Cash Dividend") as described in Item 8.01 of the Company's Current Report on Form 8-K filed on July 8, 2022. F5: By Havner Family Trust of which the reporting person and his spouse are trustees. |
| Stock Option (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $117.47 · Expires 2027-04-25 | Direct | 0 |
Reported balance
After 2022-07-20 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2022-07-20 · Disposition to issuer · Disposed 414 · Balance 0 F6: Stock option granted pursuant to the 2012 Equity and Performance-Based Incentive Compensation Plan. Option vests in five (5) equal annual installments beginning one (1) year from the date of grant. F7: Pursuant to the Merger Agreement, at the Company Merger Effective Time, each option to purchase shares of common stock outstanding immediately prior to the Company Merger Effective Time was automatically cancelled in exchange for a cash payment in an amount equal to (i) the number of shares of common stock subject to the option immediately prior to the Company Merger Effective Time multiplied by (ii) the excess of the Per Company Share Merger Consideration over the per share exercise price of the option. In connection with the closing of the Company Merger, individuals holding options received an additional amount of cash consideration as a deemed dividend equivalent amount in an amount per option equal to the Closing Cash Dividend. |
| Stock Option (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $111.56 · Expires 2028-04-24 | Direct | 0 |
Reported balance
After 2022-07-20 transaction · row 4
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 4 · 2022-07-20 · Disposition to issuer · Disposed 828 · Balance 0 F6: Stock option granted pursuant to the 2012 Equity and Performance-Based Incentive Compensation Plan. Option vests in five (5) equal annual installments beginning one (1) year from the date of grant. F7: Pursuant to the Merger Agreement, at the Company Merger Effective Time, each option to purchase shares of common stock outstanding immediately prior to the Company Merger Effective Time was automatically cancelled in exchange for a cash payment in an amount equal to (i) the number of shares of common stock subject to the option immediately prior to the Company Merger Effective Time multiplied by (ii) the excess of the Per Company Share Merger Consideration over the per share exercise price of the option. In connection with the closing of the Company Merger, individuals holding options received an additional amount of cash consideration as a deemed dividend equivalent amount in an amount per option equal to the Closing Cash Dividend. |
| Stock Option (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $143.99 · Expires 2029-04-23 | Direct | 0 |
Reported balance
After 2022-07-20 transaction · row 5
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 5 · 2022-07-20 · Disposition to issuer · Disposed 1,242 · Balance 0 F6: Stock option granted pursuant to the 2012 Equity and Performance-Based Incentive Compensation Plan. Option vests in five (5) equal annual installments beginning one (1) year from the date of grant. F7: Pursuant to the Merger Agreement, at the Company Merger Effective Time, each option to purchase shares of common stock outstanding immediately prior to the Company Merger Effective Time was automatically cancelled in exchange for a cash payment in an amount equal to (i) the number of shares of common stock subject to the option immediately prior to the Company Merger Effective Time multiplied by (ii) the excess of the Per Company Share Merger Consideration over the per share exercise price of the option. In connection with the closing of the Company Merger, individuals holding options received an additional amount of cash consideration as a deemed dividend equivalent amount in an amount per option equal to the Closing Cash Dividend. |
| Stock Option (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $122.93 · Expires 2030-04-22 | Direct | 0 |
Reported balance
After 2022-07-20 transaction · row 6
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 6 · 2022-07-20 · Disposition to issuer · Disposed 1,656 · Balance 0 F6: Stock option granted pursuant to the 2012 Equity and Performance-Based Incentive Compensation Plan. Option vests in five (5) equal annual installments beginning one (1) year from the date of grant. F7: Pursuant to the Merger Agreement, at the Company Merger Effective Time, each option to purchase shares of common stock outstanding immediately prior to the Company Merger Effective Time was automatically cancelled in exchange for a cash payment in an amount equal to (i) the number of shares of common stock subject to the option immediately prior to the Company Merger Effective Time multiplied by (ii) the excess of the Per Company Share Merger Consideration over the per share exercise price of the option. In connection with the closing of the Company Merger, individuals holding options received an additional amount of cash consideration as a deemed dividend equivalent amount in an amount per option equal to the Closing Cash Dividend. |
| Stock Option (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $157.97 · Expires 2031-04-20 | Direct | 0 |
Reported balance
After 2022-07-20 transaction · row 7
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 7 · 2022-07-20 · Disposition to issuer · Disposed 2,070 · Balance 0 F6: Stock option granted pursuant to the 2012 Equity and Performance-Based Incentive Compensation Plan. Option vests in five (5) equal annual installments beginning one (1) year from the date of grant. F8: This option was previously reported as an option for 2,000 shares of common stock at an exercise price of $163.49, but, pursuant to anti-dilution provisions of the Company's 2012 Equity and Performance-Based Incentive Compensation Plan, was adjusted to reflect the special dividend declared by the Company on December 1, 2021. F7: Pursuant to the Merger Agreement, at the Company Merger Effective Time, each option to purchase shares of common stock outstanding immediately prior to the Company Merger Effective Time was automatically cancelled in exchange for a cash payment in an amount equal to (i) the number of shares of common stock subject to the option immediately prior to the Company Merger Effective Time multiplied by (ii) the excess of the Per Company Share Merger Consideration over the per share exercise price of the option. In connection with the closing of the Company Merger, individuals holding options received an additional amount of cash consideration as a deemed dividend equivalent amount in an amount per option equal to the Closing Cash Dividend. |
Filing footnotes · ownership attribution and instrument terms
F1: Includes 10,000 previously inadvertently omitted deferred stock units granted under the Company's retirement plan for non-employee directors.
F2: On July 20, 2022, pursuant to the Agreement and Plan of Merger (the "Merger Agreement"), dated as of April 24, 2022, by and among PS Business Parks, Inc. (the "Company"), Sequoia Parent LP, Sequoia Merger Sub I LLC ("Merger Sub I"), Sequoia Merger Sub II LLC, and PS Business Parks, L.P., Merger Sub I merged with and into the Company (the "Company Merger") and each share of the Company's common stock, par value $0.01 per share ("common stock"), issued and outstanding immediately prior to the effective time of the Company Merger (the "Company Merger Effective Time"), other than certain shares of common stock excluded pursuant to the terms of the Merger Agreement, was automatically cancelled and converted into the right to receive an amount in cash equal to $182.25 per share (the "Per Company Share Merger Consideration"), without interest. [footnote continues in footnote 3 below]
F3: The Per Company Share Merger Consideration represents $187.50 per share of common stock as reduced by the $5.25 per share closing cash dividend (the "Closing Cash Dividend") as described in Item 8.01 of the Company's Current Report on Form 8-K filed on July 8, 2022.
F4: Pursuant to the Merger Agreement, at the Company Merger Effective Time, each award of deferred stock units (each, a "DSU award") granted under the Company's retirement plan for non-employee directors that was outstanding immediately prior to the Company Merger Effective Time became vested and was converted into a right to receive a cash payment in an amount equal to (i) the number of shares of common stock subject to the DSU award immediately prior to the Company Merger Effective Time multiplied by (ii) the Per Company Share Merger Consideration. In connection with the closing of the Company Merger, individuals holding DSU awards received an additional amount of cash consideration as a deemed dividend equivalent amount in an amount per DSU award equal to the Closing Cash Dividend.
F5: By Havner Family Trust of which the reporting person and his spouse are trustees.
F6: Stock option granted pursuant to the 2012 Equity and Performance-Based Incentive Compensation Plan. Option vests in five (5) equal annual installments beginning one (1) year from the date of grant.
F7: Pursuant to the Merger Agreement, at the Company Merger Effective Time, each option to purchase shares of common stock outstanding immediately prior to the Company Merger Effective Time was automatically cancelled in exchange for a cash payment in an amount equal to (i) the number of shares of common stock subject to the option immediately prior to the Company Merger Effective Time multiplied by (ii) the excess of the Per Company Share Merger Consideration over the per share exercise price of the option. In connection with the closing of the Company Merger, individuals holding options received an additional amount of cash consideration as a deemed dividend equivalent amount in an amount per option equal to the Closing Cash Dividend.
F8: This option was previously reported as an option for 2,000 shares of common stock at an exercise price of $163.49, but, pursuant to anti-dilution provisions of the Company's 2012 Equity and Performance-Based Incentive Compensation Plan, was adjusted to reflect the special dividend declared by the Company on December 1, 2021.
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 |
|---|---|---|---|---|---|---|
| December 01, 2022 Filed Dec 5, 2022 22:00 UTC | AVALONBAY COMMUNITIES INC AVB · Entity 23068 | GrantCommon Stock, par value $.01 per share | 187 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-059736 · doc4.xml · nonDerivative · entry 1 HAVNER RONALD L JR · CIK 0001227384 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,781.6232 F1 · shares: Reflects grant of Deferred Stock Units ("Units") under the issuer's Second Amended and Restated 2009 Equity Incentive Plan pursuant to an election previously made by the reporting person to receive Units in lieu of the quarterly cash director's fee otherwise due. The Units will convert into common stock on a one for one bases when the reporting person ceases to be a director of the issuer. F2 · balance_after: The amount of securities owned following the reported transaction reflects direct ownership of all shares of common stock, including Units, which may be subject to vesting requirements. Read SEC document |
| September 30, 2022 Filed Oct 3, 2022 16:45 UTC | Public Storage PSA · Entity 1436 | GrantCommon Stock | 102 | $292.81 | $29,866.62 |
DisclosureSEC source: 0001567619-22-018024 · doc1.xml · nonDerivative · entry 1 HAVNER RONALD L JR · CIK 0001227384 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 63,531 F1 · shares: Grant of fully-vested deferred stock units pursuant to the Company's Non-Management Trustee Compensation and Deferral Program under the Company's 2021 Equity and Performance-Based Incentive Compensation Plan. Each deferred stock unit represents the right to receive one share of the Company's common stock. The number of deferred stock units granted represents the quotient of the dollar amount of the portion of the cash retainers the reporting person has earned for the applicable calendar quarter and elected to be paid in deferred stock units, divided by the Company's closing stock price on the grant date, rounded up to the nearest deferred stock unit. The deferred stock units will be settled in shares of unrestricted common stock (i) in a lump sum upon the reporting person's separation from service as a trustee or (ii) in a lump sum upon the reporting person's earlier death or disability or upon an earlier change of control of the Company. F2 · balance_after: Includes 53,750 restricted stock units and 1,781 deferred stock units. Mr. Havner postponed receipt of 10,000 vested restricted stock units granted February 19, 2015 with an original vesting date of April 1, 2016 in accordance with the following schedule: 10 equal installments over 10 years starting April 1, 2021 to April 1, 2030. 8,000 remain subject to deferred receipt. Read SEC document |
| September 01, 2022 Filed Sep 6, 2022 22:02 UTC | AVALONBAY COMMUNITIES INC AVB · Entity 23068 | GrantCommon Stock, par value $.01 per share | 159 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-048823 · doc4.xml · nonDerivative · entry 1 HAVNER RONALD L JR · CIK 0001227384 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,481.4659 F1 · shares: Reflects grant of Deferred Stock Units ("Units") under the issuer's Second Amended and Restated 2009 Equity Incentive Plan pursuant to an election previously made by the reporting person to receive Units in lieu of the quarterly cash director's fee otherwise due. The Units will convert into common stock on a one for one bases when the reporting person ceases to be a director of the issuer. F2 · balance_after: The amount of securities owned following the reported transaction reflects direct ownership of all shares of common stock, including Units, which may be subject to vesting requirements. Read SEC document |
| July 20, 2022 Filed Jul 20, 2022 17:20 UTC | PS BUSINESS PARKS, INC./MD PSB · Entity 125076 | Disposition to issuerStock Option (Right to Buy) · Derivative | 2,070 | Not disclosed Strike: $157.97 | Not disclosed |
DisclosureSEC source: 0001567619-22-014248 · doc1.xml · derivative · entry 7 HAVNER RONALD L JR · CIK 0001227384 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 2,070 shares Expires 2031-04-20 F6 · security: Stock option granted pursuant to the 2012 Equity and Performance-Based Incentive Compensation Plan. Option vests in five (5) equal annual installments beginning one (1) year from the date of grant. F8 · derivative.exercise_price: This option was previously reported as an option for 2,000 shares of common stock at an exercise price of $163.49, but, pursuant to anti-dilution provisions of the Company's 2012 Equity and Performance-Based Incentive Compensation Plan, was adjusted to reflect the special dividend declared by the Company on December 1, 2021. F8 · shares: This option was previously reported as an option for 2,000 shares of common stock at an exercise price of $163.49, but, pursuant to anti-dilution provisions of the Company's 2012 Equity and Performance-Based Incentive Compensation Plan, was adjusted to reflect the special dividend declared by the Company on December 1, 2021. F7 · price: Pursuant to the Merger Agreement, at the Company Merger Effective Time, each option to purchase shares of common stock outstanding immediately prior to the Company Merger Effective Time was automatically cancelled in exchange for a cash payment in an amount equal to (i) the number of shares of common stock subject to the option immediately prior to the Company Merger Effective Time multiplied by (ii) the excess of the Per Company Share Merger Consideration over the per share exercise price of the option. In connection with the closing of the Company Merger, individuals holding options received an additional amount of cash consideration as a deemed dividend equivalent amount in an amount per option equal to the Closing Cash Dividend. F7 · derivative.exercise_date: Pursuant to the Merger Agreement, at the Company Merger Effective Time, each option to purchase shares of common stock outstanding immediately prior to the Company Merger Effective Time was automatically cancelled in exchange for a cash payment in an amount equal to (i) the number of shares of common stock subject to the option immediately prior to the Company Merger Effective Time multiplied by (ii) the excess of the Per Company Share Merger Consideration over the per share exercise price of the option. In connection with the closing of the Company Merger, individuals holding options received an additional amount of cash consideration as a deemed dividend equivalent amount in an amount per option equal to the Closing Cash Dividend. F8 · derivative.underlying_shares: This option was previously reported as an option for 2,000 shares of common stock at an exercise price of $163.49, but, pursuant to anti-dilution provisions of the Company's 2012 Equity and Performance-Based Incentive Compensation Plan, was adjusted to reflect the special dividend declared by the Company on December 1, 2021. Read SEC document |
| July 20, 2022 Filed Jul 20, 2022 17:20 UTC | PS BUSINESS PARKS, INC./MD PSB · Entity 125076 | Disposition to issuerStock Option (Right to Buy) · Derivative | 1,656 | Not disclosed Strike: $122.93 | Not disclosed |
DisclosureSEC source: 0001567619-22-014248 · doc1.xml · derivative · entry 6 HAVNER RONALD L JR · CIK 0001227384 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 1,656 shares Expires 2030-04-22 F6 · security: Stock option granted pursuant to the 2012 Equity and Performance-Based Incentive Compensation Plan. Option vests in five (5) equal annual installments beginning one (1) year from the date of grant. F7 · price: Pursuant to the Merger Agreement, at the Company Merger Effective Time, each option to purchase shares of common stock outstanding immediately prior to the Company Merger Effective Time was automatically cancelled in exchange for a cash payment in an amount equal to (i) the number of shares of common stock subject to the option immediately prior to the Company Merger Effective Time multiplied by (ii) the excess of the Per Company Share Merger Consideration over the per share exercise price of the option. In connection with the closing of the Company Merger, individuals holding options received an additional amount of cash consideration as a deemed dividend equivalent amount in an amount per option equal to the Closing Cash Dividend. F7 · derivative.exercise_date: Pursuant to the Merger Agreement, at the Company Merger Effective Time, each option to purchase shares of common stock outstanding immediately prior to the Company Merger Effective Time was automatically cancelled in exchange for a cash payment in an amount equal to (i) the number of shares of common stock subject to the option immediately prior to the Company Merger Effective Time multiplied by (ii) the excess of the Per Company Share Merger Consideration over the per share exercise price of the option. In connection with the closing of the Company Merger, individuals holding options received an additional amount of cash consideration as a deemed dividend equivalent amount in an amount per option equal to the Closing Cash Dividend. Read SEC document |
| July 20, 2022 Filed Jul 20, 2022 17:20 UTC | PS BUSINESS PARKS, INC./MD PSB · Entity 125076 | Disposition to issuerStock Option (Right to Buy) · Derivative | 1,242 | Not disclosed Strike: $143.99 | Not disclosed |
DisclosureSEC source: 0001567619-22-014248 · doc1.xml · derivative · entry 5 HAVNER RONALD L JR · CIK 0001227384 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 1,242 shares Expires 2029-04-23 F6 · security: Stock option granted pursuant to the 2012 Equity and Performance-Based Incentive Compensation Plan. Option vests in five (5) equal annual installments beginning one (1) year from the date of grant. F7 · price: Pursuant to the Merger Agreement, at the Company Merger Effective Time, each option to purchase shares of common stock outstanding immediately prior to the Company Merger Effective Time was automatically cancelled in exchange for a cash payment in an amount equal to (i) the number of shares of common stock subject to the option immediately prior to the Company Merger Effective Time multiplied by (ii) the excess of the Per Company Share Merger Consideration over the per share exercise price of the option. In connection with the closing of the Company Merger, individuals holding options received an additional amount of cash consideration as a deemed dividend equivalent amount in an amount per option equal to the Closing Cash Dividend. F7 · derivative.exercise_date: Pursuant to the Merger Agreement, at the Company Merger Effective Time, each option to purchase shares of common stock outstanding immediately prior to the Company Merger Effective Time was automatically cancelled in exchange for a cash payment in an amount equal to (i) the number of shares of common stock subject to the option immediately prior to the Company Merger Effective Time multiplied by (ii) the excess of the Per Company Share Merger Consideration over the per share exercise price of the option. In connection with the closing of the Company Merger, individuals holding options received an additional amount of cash consideration as a deemed dividend equivalent amount in an amount per option equal to the Closing Cash Dividend. Read SEC document |
| July 20, 2022 Filed Jul 20, 2022 17:20 UTC | PS BUSINESS PARKS, INC./MD PSB · Entity 125076 | Disposition to issuerStock Option (Right to Buy) · Derivative | 828 | Not disclosed Strike: $111.56 | Not disclosed |
DisclosureSEC source: 0001567619-22-014248 · doc1.xml · derivative · entry 4 HAVNER RONALD L JR · CIK 0001227384 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 828 shares Expires 2028-04-24 F6 · security: Stock option granted pursuant to the 2012 Equity and Performance-Based Incentive Compensation Plan. Option vests in five (5) equal annual installments beginning one (1) year from the date of grant. F7 · price: Pursuant to the Merger Agreement, at the Company Merger Effective Time, each option to purchase shares of common stock outstanding immediately prior to the Company Merger Effective Time was automatically cancelled in exchange for a cash payment in an amount equal to (i) the number of shares of common stock subject to the option immediately prior to the Company Merger Effective Time multiplied by (ii) the excess of the Per Company Share Merger Consideration over the per share exercise price of the option. In connection with the closing of the Company Merger, individuals holding options received an additional amount of cash consideration as a deemed dividend equivalent amount in an amount per option equal to the Closing Cash Dividend. F7 · derivative.exercise_date: Pursuant to the Merger Agreement, at the Company Merger Effective Time, each option to purchase shares of common stock outstanding immediately prior to the Company Merger Effective Time was automatically cancelled in exchange for a cash payment in an amount equal to (i) the number of shares of common stock subject to the option immediately prior to the Company Merger Effective Time multiplied by (ii) the excess of the Per Company Share Merger Consideration over the per share exercise price of the option. In connection with the closing of the Company Merger, individuals holding options received an additional amount of cash consideration as a deemed dividend equivalent amount in an amount per option equal to the Closing Cash Dividend. Read SEC document |
| July 20, 2022 Filed Jul 20, 2022 17:20 UTC | PS BUSINESS PARKS, INC./MD PSB · Entity 125076 | Disposition to issuerStock Option (Right to Buy) · Derivative | 414 | Not disclosed Strike: $117.47 | Not disclosed |
DisclosureSEC source: 0001567619-22-014248 · doc1.xml · derivative · entry 3 HAVNER RONALD L JR · CIK 0001227384 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 414 shares Expires 2027-04-25 F6 · security: Stock option granted pursuant to the 2012 Equity and Performance-Based Incentive Compensation Plan. Option vests in five (5) equal annual installments beginning one (1) year from the date of grant. F7 · price: Pursuant to the Merger Agreement, at the Company Merger Effective Time, each option to purchase shares of common stock outstanding immediately prior to the Company Merger Effective Time was automatically cancelled in exchange for a cash payment in an amount equal to (i) the number of shares of common stock subject to the option immediately prior to the Company Merger Effective Time multiplied by (ii) the excess of the Per Company Share Merger Consideration over the per share exercise price of the option. In connection with the closing of the Company Merger, individuals holding options received an additional amount of cash consideration as a deemed dividend equivalent amount in an amount per option equal to the Closing Cash Dividend. F7 · derivative.exercise_date: Pursuant to the Merger Agreement, at the Company Merger Effective Time, each option to purchase shares of common stock outstanding immediately prior to the Company Merger Effective Time was automatically cancelled in exchange for a cash payment in an amount equal to (i) the number of shares of common stock subject to the option immediately prior to the Company Merger Effective Time multiplied by (ii) the excess of the Per Company Share Merger Consideration over the per share exercise price of the option. In connection with the closing of the Company Merger, individuals holding options received an additional amount of cash consideration as a deemed dividend equivalent amount in an amount per option equal to the Closing Cash Dividend. Read SEC document |
| July 20, 2022 Filed Jul 20, 2022 17:20 UTC | PS BUSINESS PARKS, INC./MD PSB · Entity 125076 | Disposition to issuerCommon Stock | 155,584 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001567619-22-014248 · doc1.xml · nonDerivative · entry 2 HAVNER RONALD L JR · CIK 0001227384 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By Trust Disclosed balance after: 0 F2 · shares: On July 20, 2022, pursuant to the Agreement and Plan of Merger (the "Merger Agreement"), dated as of April 24, 2022, by and among PS Business Parks, Inc. (the "Company"), Sequoia Parent LP, Sequoia Merger Sub I LLC ("Merger Sub I"), Sequoia Merger Sub II LLC, and PS Business Parks, L.P., Merger Sub I merged with and into the Company (the "Company Merger") and each share of the Company's common stock, par value $0.01 per share ("common stock"), issued and outstanding immediately prior to the effective time of the Company Merger (the "Company Merger Effective Time"), other than certain shares of common stock excluded pursuant to the terms of the Merger Agreement, was automatically cancelled and converted into the right to receive an amount in cash equal to $182.25 per share (the "Per Company Share Merger Consideration"), without interest. [footnote continues in footnote 3 below] F3 · shares: The Per Company Share Merger Consideration represents $187.50 per share of common stock as reduced by the $5.25 per share closing cash dividend (the "Closing Cash Dividend") as described in Item 8.01 of the Company's Current Report on Form 8-K filed on July 8, 2022. F2 · price: On July 20, 2022, pursuant to the Agreement and Plan of Merger (the "Merger Agreement"), dated as of April 24, 2022, by and among PS Business Parks, Inc. (the "Company"), Sequoia Parent LP, Sequoia Merger Sub I LLC ("Merger Sub I"), Sequoia Merger Sub II LLC, and PS Business Parks, L.P., Merger Sub I merged with and into the Company (the "Company Merger") and each share of the Company's common stock, par value $0.01 per share ("common stock"), issued and outstanding immediately prior to the effective time of the Company Merger (the "Company Merger Effective Time"), other than certain shares of common stock excluded pursuant to the terms of the Merger Agreement, was automatically cancelled and converted into the right to receive an amount in cash equal to $182.25 per share (the "Per Company Share Merger Consideration"), without interest. [footnote continues in footnote 3 below] F3 · price: The Per Company Share Merger Consideration represents $187.50 per share of common stock as reduced by the $5.25 per share closing cash dividend (the "Closing Cash Dividend") as described in Item 8.01 of the Company's Current Report on Form 8-K filed on July 8, 2022. F5 · ownership.nature: By Havner Family Trust of which the reporting person and his spouse are trustees. Read SEC document |
| July 20, 2022 Filed Jul 20, 2022 17:20 UTC | PS BUSINESS PARKS, INC./MD PSB · Entity 125076 | Disposition to issuerCommon Stock | 24,560 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001567619-22-014248 · doc1.xml · nonDerivative · entry 1 HAVNER RONALD L JR · CIK 0001227384 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 F1 · shares: Includes 10,000 previously inadvertently omitted deferred stock units granted under the Company's retirement plan for non-employee directors. F2 · shares: On July 20, 2022, pursuant to the Agreement and Plan of Merger (the "Merger Agreement"), dated as of April 24, 2022, by and among PS Business Parks, Inc. (the "Company"), Sequoia Parent LP, Sequoia Merger Sub I LLC ("Merger Sub I"), Sequoia Merger Sub II LLC, and PS Business Parks, L.P., Merger Sub I merged with and into the Company (the "Company Merger") and each share of the Company's common stock, par value $0.01 per share ("common stock"), issued and outstanding immediately prior to the effective time of the Company Merger (the "Company Merger Effective Time"), other than certain shares of common stock excluded pursuant to the terms of the Merger Agreement, was automatically cancelled and converted into the right to receive an amount in cash equal to $182.25 per share (the "Per Company Share Merger Consideration"), without interest. [footnote continues in footnote 3 below] F3 · shares: The Per Company Share Merger Consideration represents $187.50 per share of common stock as reduced by the $5.25 per share closing cash dividend (the "Closing Cash Dividend") as described in Item 8.01 of the Company's Current Report on Form 8-K filed on July 8, 2022. F4 · shares: Pursuant to the Merger Agreement, at the Company Merger Effective Time, each award of deferred stock units (each, a "DSU award") granted under the Company's retirement plan for non-employee directors that was outstanding immediately prior to the Company Merger Effective Time became vested and was converted into a right to receive a cash payment in an amount equal to (i) the number of shares of common stock subject to the DSU award immediately prior to the Company Merger Effective Time multiplied by (ii) the Per Company Share Merger Consideration. In connection with the closing of the Company Merger, individuals holding DSU awards received an additional amount of cash consideration as a deemed dividend equivalent amount in an amount per DSU award equal to the Closing Cash Dividend. F2 · price: On July 20, 2022, pursuant to the Agreement and Plan of Merger (the "Merger Agreement"), dated as of April 24, 2022, by and among PS Business Parks, Inc. (the "Company"), Sequoia Parent LP, Sequoia Merger Sub I LLC ("Merger Sub I"), Sequoia Merger Sub II LLC, and PS Business Parks, L.P., Merger Sub I merged with and into the Company (the "Company Merger") and each share of the Company's common stock, par value $0.01 per share ("common stock"), issued and outstanding immediately prior to the effective time of the Company Merger (the "Company Merger Effective Time"), other than certain shares of common stock excluded pursuant to the terms of the Merger Agreement, was automatically cancelled and converted into the right to receive an amount in cash equal to $182.25 per share (the "Per Company Share Merger Consideration"), without interest. [footnote continues in footnote 3 below] F3 · price: The Per Company Share Merger Consideration represents $187.50 per share of common stock as reduced by the $5.25 per share closing cash dividend (the "Closing Cash Dividend") as described in Item 8.01 of the Company's Current Report on Form 8-K filed on July 8, 2022. F4 · price: Pursuant to the Merger Agreement, at the Company Merger Effective Time, each award of deferred stock units (each, a "DSU award") granted under the Company's retirement plan for non-employee directors that was outstanding immediately prior to the Company Merger Effective Time became vested and was converted into a right to receive a cash payment in an amount equal to (i) the number of shares of common stock subject to the DSU award immediately prior to the Company Merger Effective Time multiplied by (ii) the Per Company Share Merger Consideration. In connection with the closing of the Company Merger, individuals holding DSU awards received an additional amount of cash consideration as a deemed dividend equivalent amount in an amount per DSU award equal to the Closing Cash Dividend. Read SEC document |
| June 30, 2022 Filed Jul 1, 2022 17:11 UTC | Public Storage PSA · Entity 1436 | GrantCommon Stock | 96 | $312.67 | $30,016.32 |
DisclosureSEC source: 0001567619-22-013560 · doc1.xml · nonDerivative · entry 2 HAVNER RONALD L JR · CIK 0001227384 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 63,429 F3 · shares: Grant of fully-vested deferred stock units pursuant to the Company's Non-Management Trustee Compensation and Deferral Program under the Company's 2021 Equity and Performance-Based Incentive Compensation Plan. Each deferred stock unit represents the right to receive one share of the Company's common stock. The number of deferred stock units granted represents the quotient of the dollar amount of the portion of the cash retainers the reporting person has earned for the applicable calendar quarter and elected to be paid in deferred stock units, divided by the Company's closing stock price on the grant date, rounded up to the nearest deferred stock unit. The deferred stock units will be settled in shares of unrestricted common stock (i) in a lump sum upon the reporting person's separation from service as a trustee or (ii) in a lump sum upon the reporting person's earlier death or disability or upon an earlier change of control of the Company. F4 · balance_after: Includes 53,750 restricted stock units and 1,679 deferred stock units. Mr. Havner postponed receipt of 10,000 vested restricted stock units granted February 19, 2015 with an original vesting date of April 1, 2016 in accordance with the following schedule: 10 equal installments over 10 years starting April 1, 2021 to April 1, 2030. 8,000 remain subject to deferred receipt. Read SEC document |
| May 26, 2022 Filed May 31, 2022 21:23 UTC | AVALONBAY COMMUNITIES INC AVB · Entity 23068 | GrantCommon Stock, par value $.01 per share | 852 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-032908 · doc4.xml · nonDerivative · entry 1 HAVNER RONALD L JR · CIK 0001227384 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,221.6698 F1 · shares: Reflects grant of Deferred Stock Units ("Units") under the issuer's Second Amended and Restated 2009 Equity Incentive Plan, which Units are subject to vesting requirements. The Units will convert into common stock on a one to one basis when the reporting person ceases to be an employee or director of the issuer. F2 · balance_after: The amount of securities owned following the reported transaction reflects direct ownership of all shares of common stock, including Units, which may be subject to vesting requirements. Read SEC document |
| May 18, 2022 Filed May 20, 2022 15:07 UTC | AVALONBAY COMMUNITIES INC AVB · Entity 23068 | GrantCommon Stock, par value $.01 per share | 143 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-030861 · doc4.xml · nonDerivative · entry 1 HAVNER RONALD L JR · CIK 0001227384 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,369.6698 F1 · shares: Reflects grant of Deferred Stock Units ("Units") under the issuer's Second Amended and Restated 2009 Equity Incentive Plan pursuant to an election previously made by the reporting person to receive Units in lieu of the quarterly cash director's fee otherwise due. The Units will convert into common stock on a one for one bases when the reporting person ceases to be a director of the issuer. F2 · balance_after: The amount of securities owned following the reported transaction reflects direct ownership of all shares of common stock, including Units, which may be subject to vesting requirements. Read SEC document |
| April 28, 2022 Filed May 2, 2022 20:12 UTC | Public Storage PSA · Entity 1436 | GrantStock Option (Right to Buy) · Derivative | 5,000 | $0.00 Strike: $398.97 | $0.00 |
DisclosureSEC source: 0001062993-22-011204 · form4.xml · derivative · entry 1 HAVNER RONALD L JR · CIK 0001227384 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,000 Underlying: Common Stock · 5,000 shares Expires 2032-04-28 F1 · security: Stock Option granted pursuant to the 2021 Equity and Performance-Based Incentive Compensation Plan. Option vests in three (3) equal annual installments beginning one (1) year from the grant date. F2 · derivative.exercise_date: This option to purchase 5,000 shares of common stock becomes exercisable as to one-third on each of April 28, 2023, 2024, and 2025. Read SEC document |
| April 04, 2022 Filed Jul 1, 2022 17:11 UTC | Public Storage PSA · Entity 1436 | GiftCommon Stock | 580 | $0.00 | $0.00 |
DisclosureSEC source: 0001567619-22-013560 · doc1.xml · nonDerivative · entry 1 HAVNER RONALD L JR · CIK 0001227384 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 63,333 F1 · shares: Reflects transfer of shares to Mr. Havner's trust. F2 · balance_after: Includes 53,750 restricted stock units and 1,583 deferred stock units. Mr. Havner postponed receipt of 10,000 vested restricted stock units granted February 19, 2015 with an original vesting date of April 1, 2016 in accordance with the following schedule: 10 equal installments over 10 years starting April 1, 2021 to April 1, 2030. 8,000 remain subject to deferred receipt. Read SEC document |
| April 01, 2022 Filed Apr 5, 2022 22:56 UTC | Public Storage PSA · Entity 1436 | Tax withholdingCommon Stock | 420 | $396.51 | $166,534.20 |
DisclosureSEC source: 0001567619-22-008133 · doc1.xml · nonDerivative · entry 2 HAVNER RONALD L JR · CIK 0001227384 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 63,913 F3 · balance_after: Includes 53,750 restricted stock units and 1,583 deferred stock units. Mr. Havner postponed receipt of 10,000 vested restricted stock units granted February 19, 2015 with an original vesting date of April 1, 2016 in accordance with the following schedule: 10 equal installments over 10 years starting April 1, 2021 to April 1, 2030. On April 1, 2022, Mr. Havner received the second installment of such vested restricted stock units and 8,000 remain subject to deferred receipt. Read SEC document |
| March 31, 2022 Filed Apr 4, 2022 23:51 UTC | Public Storage PSA · Entity 1436 | GrantCommon Stock | 77 | $390.28 | $30,051.56 |
DisclosureSEC source: 0001567619-22-008019 · doc1.xml · nonDerivative · entry 1 HAVNER RONALD L JR · CIK 0001227384 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 68,742 F1 · shares: Grant of fully-vested deferred stock units pursuant to the Company's Non-Management Trustee Compensation and Deferral Program under the Company's 2016 Equity and Performance-Based Incentive Compensation Plan. Each deferred stock unit represents the right to receive one share of the Company's common stock. The number of deferred stock units granted represents the quotient of the dollar amount of the cash retainers the reporting person has earned for the applicable calendar quarter, divided by the Company's closing stock price on the grant date, rounded up to the nearest deferred stock unit. The deferred stock units will be settled in shares of unrestricted common stock (i) in a lump sum upon the reporting person's separation from service as a trustee or (ii) in a lump sum upon the reporting person's earlier death or disability or upon an earlier change of control of the Company. F2 · balance_after: Includes 53,750 restricted stock units and 1,583 deferred stock units. Mr. Havner postponed receipt of 10,000 vested restricted stock units granted February 19, 2015 with an original vesting date of April 1, 2016 in accordance with the following schedule: 10 equal installments over 10 years starting April 1, 2021 to April 1, 2030. 9,000 remain subject to deferred receipt. Read SEC document |
| March 16, 2022 Filed Apr 5, 2022 22:56 UTC | Public Storage PSA · Entity 1436 | GiftCommon Stock | 4,409 | $0.00 | $0.00 |
DisclosureSEC source: 0001567619-22-008133 · doc1.xml · nonDerivative · entry 1 HAVNER RONALD L JR · CIK 0001227384 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 64,333 F1 · shares: Reflects transfer of shares to Mr. Havner's trust. F2 · balance_after: Includes 53,750 restricted stock units and 1,583 deferred stock units. Mr. Havner postponed receipt of 10,000 vested restricted stock units granted February 19, 2015 with an original vesting date of April 1, 2016 in accordance with the following schedule: 10 equal installments over 10 years starting April 1, 2021 to April 1, 2030. 9,000 remain subject to deferred receipt. Read SEC document |
| March 09, 2022 Filed Mar 10, 2022 19:31 UTC | PS BUSINESS PARKS, INC./MD PSB · Entity 125076 | Exercise / conversionStock Option (Right to Buy) · Derivative | 414 | $0.00 Strike: $122.93 | $0.00 |
DisclosureSEC source: 0001062993-22-007361 · form4.xml · derivative · entry 19 HAVNER RONALD L JR · CIK 0001227384 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,656 Underlying: Common Stock · 414 shares Expires 2030-04-22 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. F11 · security: Stock option granted pursuant to the 2012 Equity and Performance-Based Incentive Compensation Plan. Option vests in five (5) equal annual installments beginning one (1) year from the date of grant. F10 · derivative.exercise_price: This option was previously reported as an option for 2,000 shares of common stock at an exercise price of $127.22, but, pursuant to anti-dilution provisions of PSB's 2012 Equity and Performance-Based Incentive Compensation Plan, was adjusted to reflect the special dividends declared by PSB on December 1, 2021. Read SEC document |
| March 09, 2022 Filed Mar 10, 2022 19:31 UTC | PS BUSINESS PARKS, INC./MD PSB · Entity 125076 | Exercise / conversionStock Option (Right to Buy) · Derivative | 828 | $0.00 Strike: $143.99 | $0.00 |
DisclosureSEC source: 0001062993-22-007361 · form4.xml · derivative · entry 18 HAVNER RONALD L JR · CIK 0001227384 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,242 Underlying: Common Stock · 828 shares Expires 2029-04-23 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. F11 · security: Stock option granted pursuant to the 2012 Equity and Performance-Based Incentive Compensation Plan. Option vests in five (5) equal annual installments beginning one (1) year from the date of grant. F9 · derivative.exercise_price: This option was previously reported as an option for 2,000 shares of common stock at an exercise price of $149.02, but, pursuant to anti-dilution provisions of PSB's 2012 Equity and Performance-Based Incentive Compensation Plan, was adjusted to reflect the special dividends declared by PSB on December 1, 2021. Read SEC document |
| March 09, 2022 Filed Mar 10, 2022 19:31 UTC | PS BUSINESS PARKS, INC./MD PSB · Entity 125076 | Exercise / conversionStock Option (Right to Buy) · Derivative | 1,242 | $0.00 Strike: $111.56 | $0.00 |
DisclosureSEC source: 0001062993-22-007361 · form4.xml · derivative · entry 17 HAVNER RONALD L JR · CIK 0001227384 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 828 Underlying: Common Stock · 1,242 shares Expires 2028-04-24 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. F11 · security: Stock option granted pursuant to the 2012 Equity and Performance-Based Incentive Compensation Plan. Option vests in five (5) equal annual installments beginning one (1) year from the date of grant. F8 · derivative.exercise_price: This option was previously reported as an option for 2,000 shares of common stock at an exercise price of $115.45, but, pursuant to anti-dilution provisions of PSB's 2012 Equity and Performance-Based Incentive Compensation Plan, was adjusted to reflect the special dividends declared by PSB on December 1, 2021. Read SEC document |
| March 09, 2022 Filed Mar 10, 2022 19:31 UTC | PS BUSINESS PARKS, INC./MD PSB · Entity 125076 | Exercise / conversionStock Option (Right to Buy) · Derivative | 1,656 | $0.00 Strike: $117.47 | $0.00 |
DisclosureSEC source: 0001062993-22-007361 · form4.xml · derivative · entry 16 HAVNER RONALD L JR · CIK 0001227384 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 414 Underlying: Common Stock · 1,656 shares Expires 2027-04-25 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. F11 · security: Stock option granted pursuant to the 2012 Equity and Performance-Based Incentive Compensation Plan. Option vests in five (5) equal annual installments beginning one (1) year from the date of grant. F7 · derivative.exercise_price: This option was previously reported as an option for 2,000 shares of common stock at an exercise price of $125.57, but, pursuant to anti-dilution provisions of PSB's 2012 Equity and Performance-Based Incentive Compensation Plan, was adjusted to reflect the special dividends declared by PSB on December 1, 2021. Read SEC document |
| March 09, 2022 Filed Mar 10, 2022 19:31 UTC | PS BUSINESS PARKS, INC./MD PSB · Entity 125076 | Exercise / conversionStock Option (Right to Buy) · Derivative | 2,070 | $0.00 Strike: $93.62 | $0.00 |
DisclosureSEC source: 0001062993-22-007361 · form4.xml · derivative · entry 15 HAVNER RONALD L JR · CIK 0001227384 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 2,070 shares Expires 2026-04-26 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. F11 · security: Stock option granted pursuant to the 2012 Equity and Performance-Based Incentive Compensation Plan. Option vests in five (5) equal annual installments beginning one (1) year from the date of grant. F6 · derivative.exercise_price: This option was previously reported as an option for 2,000 shares of common stock at an exercise price of $96.89, but, pursuant to anti-dilution provisions of PSB's 2012 Equity and Performance-Based Incentive Compensation Plan, was adjusted to reflect the special dividends declared by PSB on December 1, 2021. Read SEC document |
| March 09, 2022 Filed Mar 10, 2022 19:31 UTC | PS BUSINESS PARKS, INC./MD PSB · Entity 125076 | Exercise / conversionStock Option (Right to Buy) · Derivative | 2,070 | $0.00 Strike: $77.43 | $0.00 |
DisclosureSEC source: 0001062993-22-007361 · form4.xml · derivative · entry 14 HAVNER RONALD L JR · CIK 0001227384 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 2,070 shares Expires 2025-04-28 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. F11 · security: Stock option granted pursuant to the 2012 Equity and Performance-Based Incentive Compensation Plan. Option vests in five (5) equal annual installments beginning one (1) year from the date of grant. F5 · derivative.exercise_price: This option was previously reported as an option for 2,000 shares of common stock at an exercise price of $80.13, but, pursuant to anti-dilution provisions of PSB's 2012 Equity and Performance-Based Incentive Compensation Plan, was adjusted to reflect the special dividends declared by PSB on December 1, 2021. Read SEC document |
| March 09, 2022 Filed Mar 10, 2022 19:31 UTC | PS BUSINESS PARKS, INC./MD PSB · Entity 125076 | Exercise / conversionStock Option (Right to Buy) · Derivative | 2,070 | $0.00 Strike: $80.05 | $0.00 |
DisclosureSEC source: 0001062993-22-007361 · form4.xml · derivative · entry 13 HAVNER RONALD L JR · CIK 0001227384 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 2,070 shares Expires 2024-04-28 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. F11 · security: Stock option granted pursuant to the 2012 Equity and Performance-Based Incentive Compensation Plan. Option vests in five (5) equal annual installments beginning one (1) year from the date of grant. F4 · derivative.exercise_price: This option was previously reported as an option for 2,000 shares of common stock at an exercise price of $85.53, but, pursuant to anti-dilution provisions of PSB's 2012 Equity and Performance-Based Incentive Compensation Plan, was adjusted to reflect the special dividends declared by PSB on December 15, 2014 and December 1, 2021. Read SEC document |
| March 09, 2022 Filed Mar 10, 2022 19:31 UTC | PS BUSINESS PARKS, INC./MD PSB · Entity 125076 | Exercise / conversionStock Option (Right to Buy) · Derivative | 2,070 | $0.00 Strike: $76.43 | $0.00 |
DisclosureSEC source: 0001062993-22-007361 · form4.xml · derivative · entry 12 HAVNER RONALD L JR · CIK 0001227384 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 2,070 shares Expires 2023-05-06 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. F11 · security: Stock option granted pursuant to the 2012 Equity and Performance-Based Incentive Compensation Plan. Option vests in five (5) equal annual installments beginning one (1) year from the date of grant. F3 · derivative.exercise_price: This option was previously reported as an option for 2,000 shares of common stock at an exercise price of $81.79, but, pursuant to anti-dilution provisions of PSB's 2012 Equity and Performance-Based Incentive Compensation Plan, was adjusted to reflect the special dividends declared by PSB on December 15, 2014 and December 1, 2021. Read SEC document |
| March 09, 2022 Filed Mar 10, 2022 19:31 UTC | PS BUSINESS PARKS, INC./MD PSB · Entity 125076 | Exercise / conversionStock Option (Right to Buy) · Derivative | 2,140 | $0.00 Strike: $63.78 | $0.00 |
DisclosureSEC source: 0001062993-22-007361 · form4.xml · derivative · entry 11 HAVNER RONALD L JR · CIK 0001227384 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 2,140 shares Expires 2022-04-30 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. F11 · security: Stock option granted pursuant to the 2012 Equity and Performance-Based Incentive Compensation Plan. Option vests in five (5) equal annual installments beginning one (1) year from the date of grant. F2 · derivative.exercise_price: This option was previously reported as an option for 2,000 shares of common stock at an exercise price of $68.25, but, pursuant to anti-dilution provisions of PSB's 2012 Equity and Performance-Based Incentive Compensation Plan, was adjusted to reflect the special dividends declared by PSB on December 15, 2014 and December 1, 2021. Read SEC document |
| March 09, 2022 Filed Mar 10, 2022 19:31 UTC | PS BUSINESS PARKS, INC./MD PSB · Entity 125076 | Exercise / conversionCommon Stock | 414 | $122.93 | $50,893.02 |
DisclosureSEC source: 0001062993-22-007361 · form4.xml · nonDerivative · entry 9 HAVNER RONALD L JR · CIK 0001227384 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,560 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 |
| March 09, 2022 Filed Mar 10, 2022 19:31 UTC | PS BUSINESS PARKS, INC./MD PSB · Entity 125076 | Exercise / conversionCommon Stock | 828 | $143.99 | $119,223.72 |
DisclosureSEC source: 0001062993-22-007361 · form4.xml · nonDerivative · entry 8 HAVNER RONALD L JR · CIK 0001227384 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,146 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 |
| March 09, 2022 Filed Mar 10, 2022 19:31 UTC | PS BUSINESS PARKS, INC./MD PSB · Entity 125076 | Exercise / conversionCommon Stock | 1,242 | $111.56 | $138,557.52 |
DisclosureSEC source: 0001062993-22-007361 · form4.xml · nonDerivative · entry 7 HAVNER RONALD L JR · CIK 0001227384 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,318 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 |
| March 09, 2022 Filed Mar 10, 2022 19:31 UTC | PS BUSINESS PARKS, INC./MD PSB · Entity 125076 | Exercise / conversionCommon Stock | 1,656 | $117.47 | $194,530.32 |
DisclosureSEC source: 0001062993-22-007361 · form4.xml · nonDerivative · entry 6 HAVNER RONALD L JR · CIK 0001227384 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,076 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 |
| March 09, 2022 Filed Mar 10, 2022 19:31 UTC | PS BUSINESS PARKS, INC./MD PSB · Entity 125076 | Exercise / conversionCommon Stock | 2,070 | $93.62 | $193,793.40 |
DisclosureSEC source: 0001062993-22-007361 · form4.xml · nonDerivative · entry 5 HAVNER RONALD L JR · CIK 0001227384 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,420 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 |
| March 09, 2022 Filed Mar 10, 2022 19:31 UTC | PS BUSINESS PARKS, INC./MD PSB · Entity 125076 | Exercise / conversionCommon Stock | 2,070 | $77.43 | $160,280.10 |
DisclosureSEC source: 0001062993-22-007361 · form4.xml · nonDerivative · entry 4 HAVNER RONALD L JR · CIK 0001227384 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,350 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 |
| March 09, 2022 Filed Mar 10, 2022 19:31 UTC | PS BUSINESS PARKS, INC./MD PSB · Entity 125076 | Exercise / conversionCommon Stock | 2,070 | $80.05 | $165,703.50 |
DisclosureSEC source: 0001062993-22-007361 · form4.xml · nonDerivative · entry 3 HAVNER RONALD L JR · CIK 0001227384 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,280 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 |
| March 09, 2022 Filed Mar 10, 2022 19:31 UTC | PS BUSINESS PARKS, INC./MD PSB · Entity 125076 | Exercise / conversionCommon Stock | 2,070 | $76.43 | $158,210.10 |
DisclosureSEC source: 0001062993-22-007361 · form4.xml · nonDerivative · entry 2 HAVNER RONALD L JR · CIK 0001227384 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,210 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 |
| March 09, 2022 Filed Mar 10, 2022 19:31 UTC | PS BUSINESS PARKS, INC./MD PSB · Entity 125076 | Exercise / conversionCommon Stock | 2,140 | $63.78 | $136,489.20 |
DisclosureSEC source: 0001062993-22-007361 · form4.xml · nonDerivative · entry 1 HAVNER RONALD L JR · CIK 0001227384 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,140 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 |
| March 08, 2022 Filed Mar 11, 2022 00:36 UTC | Public Storage PSA · Entity 1436 | Tax withholdingCommon Stock | 591 | $367.20 | $217,015.20 |
DisclosureSEC source: 0001062993-22-007364 · form4.xml · nonDerivative · entry 1 HAVNER RONALD L JR · CIK 0001227384 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 68,665 F1 · balance_after: Includes 53,750 restricted stock units and 1,506 deferred stock units. Mr. Havner postponed receipt of 10,000 vested restricted stock units granted February 19, 2015 with an original vesting date of April 1, 2016 in accordance with the following schedule: 10 equal installments over 10 years starting April 1, 2021 to April 1, 2030. 9,000 remain subject to deferred receipt. Read SEC document |
| March 02, 2022 Filed Mar 2, 2022 23:08 UTC | Public Storage PSA · Entity 1436 | GiftCommon Stock | 2,525 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-22-006420 · form4.xml · nonDerivative · entry 3 HAVNER RONALD L JR · CIK 0001227384 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 69,256 F1 · shares: Reflects transfer of shares to Mr. Havner's trust. F2 · balance_after: Includes 58,750 restricted stock units and 1,506 deferred stock units. Mr. Havner postponed receipt of 10,000 vested restricted stock units granted February 19, 2015 with an original vesting date of April 1, 2016 in accordance with the following schedule: 10 equal installments over 10 years starting April 1, 2021 to April 1, 2030. 9,000 remain subject to deferred receipt. Read SEC document |
| March 01, 2022 Filed Mar 3, 2022 20:48 UTC | AVALONBAY COMMUNITIES INC AVB · Entity 23068 | GrantCommon Stock, par value $.01 per share | 123 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-015322 · doc4.xml · nonDerivative · entry 1 HAVNER RONALD L JR · CIK 0001227384 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,154.001 F1 · shares: Reflects grant of Deferred Stock Units ("Units") under the issuer's Second Amended and Restated 2009 Equity Incentive Plan pursuant to an election previously made by the reporting person to receive Units in lieu of the quarterly cash director's fee otherwise due. The Units will convert into common stock on a one for one bases when the reporting person ceases to be a director of the issuer. F2 · balance_after: The amount of securities owned following the reported transaction reflects direct ownership of all shares of common stock, including Units, which may be subject to vesting requirements. Read SEC document |
| February 28, 2022 Filed Mar 2, 2022 23:08 UTC | Public Storage PSA · Entity 1436 | Tax withholdingCommon Stock | 600 | $355.02 | $213,012.00 |
DisclosureSEC source: 0001062993-22-006420 · form4.xml · nonDerivative · entry 2 HAVNER RONALD L JR · CIK 0001227384 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 71,781 F2 · balance_after: Includes 58,750 restricted stock units and 1,506 deferred stock units. Mr. Havner postponed receipt of 10,000 vested restricted stock units granted February 19, 2015 with an original vesting date of April 1, 2016 in accordance with the following schedule: 10 equal installments over 10 years starting April 1, 2021 to April 1, 2030. 9,000 remain subject to deferred receipt. Read SEC document |
| February 24, 2022 Filed Mar 2, 2022 23:08 UTC | Public Storage PSA · Entity 1436 | GiftCommon Stock | 4,737 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-22-006420 · form4.xml · nonDerivative · entry 1 HAVNER RONALD L JR · CIK 0001227384 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 72,381 F1 · shares: Reflects transfer of shares to Mr. Havner's trust. Read SEC document |
| February 22, 2022 Filed Feb 25, 2022 02:46 UTC | Public Storage PSA · Entity 1436 | Tax withholdingCommon Stock | 1,513 | $342.38 | $518,020.94 |
DisclosureSEC source: 0001567619-22-005547 · doc1.xml · nonDerivative · entry 1 HAVNER RONALD L JR · CIK 0001227384 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 77,118 F1 · balance_after: Includes 61,875 restricted stock units and 1,506 deferred stock units. Mr. Havner postponed receipt of 10,000 vested restricted stock units granted February 19, 2015 with an original vesting date of April 1, 2016 in accordance with the following schedule: 10 equal installments over 10 years starting April 1, 2021 to April 1, 2030. 9,000 remain subject to deferred receipt. Read SEC document |
| February 16, 2022 Filed Feb 16, 2022 23:23 UTC | Public Storage PSA · Entity 1436 | GiftCommon Stock | 3,552 | $0.00 | $0.00 |
DisclosureSEC source: 0001567619-22-004771 · doc1.xml · nonDerivative · entry 2 HAVNER RONALD L JR · CIK 0001227384 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 78,631 F2 · shares: Reflects transfer of shares to Mr. Havner's trust. F1 · balance_after: Includes 68,125 restricted stock units and 1,506 deferred stock units. Mr. Havner postponed receipt of 10,000 vested restricted stock units granted February 19, 2015 with an original vesting date of April 1, 2016 in accordance with the following schedule: 10 equal installments over 10 years starting April 1, 2021 to April 1, 2030. 9,000 remain subject to deferred receipt. Read SEC document |
| February 15, 2022 Filed Feb 16, 2022 23:23 UTC | Public Storage PSA · Entity 1436 | Tax withholdingCommon Stock | 2,698 | $351.59 | $948,589.82 |
DisclosureSEC source: 0001567619-22-004771 · doc1.xml · nonDerivative · entry 1 HAVNER RONALD L JR · CIK 0001227384 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 82,183 F1 · balance_after: Includes 68,125 restricted stock units and 1,506 deferred stock units. Mr. Havner postponed receipt of 10,000 vested restricted stock units granted February 19, 2015 with an original vesting date of April 1, 2016 in accordance with the following schedule: 10 equal installments over 10 years starting April 1, 2021 to April 1, 2030. 9,000 remain subject to deferred receipt. Read SEC document |
| December 31, 2021 Filed Jan 4, 2022 01:54 UTC | Public Storage PSA · Entity 1436 | GrantCommon Stock | 81 | $374.56 | $30,339.36 |
DisclosureSEC source: 0001567619-22-000121 · doc1.xml · nonDerivative · entry 1 HAVNER RONALD L JR · CIK 0001227384 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 85,451 F1 · shares: Grant of fully-vested deferred stock units pursuant to the Company's Non-Management Trustee Compensation and Deferral Program under the Company's 2021 Equity and Performance-Based Incentive Compensation Plan. Each deferred stock unit represents the right to receive one share of the Company's common stock. The number of deferred stock units granted represents the quotient of the dollar amount of the cash retainers the reporting person has earned for the applicable calendar quarter, divided by the Company's closing stock price on the grant date, rounded up to the nearest deferred stock unit. The deferred stock units will be settled in shares of unrestricted common stock (i) in a lump sum upon the reporting person's separation from service as a trustee or (ii) in a lump sum upon the reporting person's earlier death or disability or upon an earlier change of control of the Company. F2 · balance_after: Includes 74,375 restricted stock units and 1,506 deferred stock units. Mr. Havner postponed receipt of 10,000 vested restricted stock units granted February 19, 2015 with an original vesting date of April 1, 2016 in accordance with the following schedule: 10 equal installments over 10 years starting April 1, 2021 to April 1, 2030. On April 1, 2021, Mr. Havner received the first installment of such vested restricted stock units and 9,000 remain subject to deferred receipt. Read SEC document |
| December 01, 2021 Filed Dec 3, 2021 23:46 UTC | AVALONBAY COMMUNITIES INC AVB · Entity 23068 | GrantCommon Stock, par value $.01 per share | 125 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-067979 · doc4.xml · nonDerivative · entry 1 HAVNER RONALD L JR · CIK 0001227384 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,960.7227 F1 · shares: Reflects grant of Deferred Stock Units ("Units") under the issuer's Second Amended and Restated 2009 Equity Incentive Plan pursuant to an election previously made by the reporting person to receive Units in lieu of the quarterly cash director's fee otherwise due. The Units will convert into common stock on a one for one bases when the reporting person ceases to be an employee or director of the issuer. F2 · balance_after: The amount of securities owned following the reported transaction reflects direct ownership of all shares of common stock, including Units, which may be subject to vesting requirements. Read SEC document |
| September 30, 2021 Filed Oct 4, 2021 18:47 UTC | Public Storage PSA · Entity 1436 | GrantCommon Stock | 101 | $297.10 | $30,007.10 |
DisclosureSEC source: 0001123292-21-001317 · edgar.xml · nonDerivative · entry 1 HAVNER RONALD L JR · CIK 0001227384 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 85,370 F1 · shares: Grant of fully-vested deferred stock units pursuant to the Company's Non-Management Trustee Compensation and Deferral Program under the Company's 2016 Equity and Performance-Based Incentive Compensation Plan. Each deferred stock unit represents the right to receive one share of the Company's common stock. The number of deferred stock units granted represents the quotient of the dollar amount of the cash retainers the reporting person has earned for the applicable calendar quarter, divided by the Company's closing stock price on the grant date, rounded up to the nearest deferred stock unit. The deferred stock units will be settled in shares of unrestricted common stock (i) in a lump sum upon the reporting person's separation from service as a trustee or (ii) in a lump sum upon the reporting person's earlier death or disability or upon an earlier change of control of the Company. F2 · balance_after: Includes 74,375 restricted stock units and 1,425 deferred stock units. Mr. Havner postponed receipt of 10,000 vested restricted stock units granted February 19, 2015 with an original vesting date of April 1, 2016 in accordance with the following schedule: 10 equal installments over 10 years starting April 1, 2021 to April 1, 2030. On April 1, 2021, Mr. Havner received the first installment of such vested restricted stock units and 9,000 remain subject to deferred receipt. Read SEC document |
| September 01, 2021 Filed Sep 3, 2021 20:27 UTC | AVALONBAY COMMUNITIES INC AVB · Entity 23068 | GrantCommon Stock, par value $.01 per share | 124 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-054760 · doc4.xml · nonDerivative · entry 1 HAVNER RONALD L JR · CIK 0001227384 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,761.5307 F1 · shares: Reflects grant of Deferred Stock Units ("Units") under the issuer's Second Amended and Restated 2009 Equity Incentive Plan pursuant to an election previously made by the reporting person to receive Units in lieu of the quarterly cash director's fee otherwise due. The Units will convert into common stock on a one for one bases when the reporting person ceases to be an employee or director of the issuer. F2 · balance_after: The amount of securities owned following the reported transaction reflects direct ownership of all shares of common stock, including Units, which may be subject to vesting requirements. Read SEC document |
| June 30, 2021 Filed Jul 2, 2021 22:52 UTC | Public Storage PSA · Entity 1436 | GrantCommon Stock | 100 | $300.69 | $30,069.00 |
DisclosureSEC source: 0001123292-21-001103 · edgar.xml · nonDerivative · entry 1 HAVNER RONALD L JR · CIK 0001227384 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 85,269 F1 · shares: Grant of fully-vested deferred stock units pursuant to the Company's Non-Management Trustee Compensation and Deferral Program under the Company's 2016 Equity and Performance-Based Incentive Compensation Plan. Each deferred stock unit represents the right to receive one share of the Company's common stock. The number of deferred stock units granted represents the quotient of the dollar amount of the cash retainers the reporting person has earned for the applicable calendar quarter, divided by the Company's closing stock price on the grant date, rounded up to the nearest deferred stock unit. The deferred stock units will be settled in shares of unrestricted common stock (i) in a lump sum upon the reporting person's separation from service as a trustee or (ii) in a lump sum upon the reporting person's earlier death or disability or upon an earlier change of control of the Company. F2 · balance_after: Includes 74,375 restricted stock units and 1,324 deferred stock units. Mr. Havner postponed receipt of 10,000 vested restricted stock units granted February 19, 2015 with an original vesting date of April 1, 2016 in accordance with the following schedule: 10 equal installments over 10 years starting April 1, 2021 to April 1, 2030. On April 1, 2021, Mr. Havner received the first installment of such vested restricted stock units and 9,000 remain subject to deferred receipt. Read SEC document |
| June 01, 2021 Filed Jun 2, 2021 19:29 UTC | PS BUSINESS PARKS, INC./MD PSB · Entity 125076 | SaleCommon Stock | 4,137 | $156.73 | $648,392.01 |
DisclosureSEC source: 0001123292-21-000930 · edgar.xml · nonDerivative · entry 3 HAVNER RONALD L JR · CIK 0001227384 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By Trust Disclosed balance after: 155,584 F2 · price: The price reported is a weighted average price. These shares were sold in multiple transactions at prices ranging from $156.595 and $156.96, inclusive. The reporting person undertakes to provide to the Issuer, any security holder, or the staff of the SEC, upon request, full information regarding the number of shares sold at each separate price within the ranges set forth herein. F3 · ownership.nature: By Havner Family Trust of which the reporting person and his spouse are trustees. 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.