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 |
|---|---|---|---|---|---|---|
| May 27, 2021 Filed Jun 1, 2021 22:47 UTC | AVALONBAY COMMUNITIES INC AVB · Entity 23068 | GrantCommon Stock, par value $.01 per share | 833 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-036947 · doc4.xml · nonDerivative · entry 1 HAVNER RONALD L JR · CIK 0001227384 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,562.8634 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 19, 2021 Filed May 21, 2021 18:15 UTC | AVALONBAY COMMUNITIES INC AVB · Entity 23068 | GrantCommon Stock, par value $.01 per share | 146 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-034842 · doc4.xml · nonDerivative · entry 1 HAVNER RONALD L JR · CIK 0001227384 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,729.8634 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 |
| April 26, 2021 Filed Apr 28, 2021 20:04 UTC | Public Storage PSA · Entity 1436 | GrantStock Option (Right to Buy) · Derivative | 5,000 | $0.00 Strike: $275.12 | $0.00 |
DisclosureSEC source: 0001123292-21-000720 · edgar.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 2031-04-26 F1 · security: Stock Option granted pursuant to the 2016 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 26, 2022, 2023, and 2024. Read SEC document |
| April 22, 2021 Filed Jun 2, 2021 19:29 UTC | PS BUSINESS PARKS, INC./MD PSB · Entity 125076 | GiftCommon Stock | 2,068 | $0.00 | $0.00 |
DisclosureSEC source: 0001123292-21-000930 · edgar.xml · nonDerivative · entry 2 HAVNER RONALD L JR · CIK 0001227384 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 F1 · shares: Reflects transfer of shares to Mr. Havner's trust. Read SEC document |
| April 20, 2021 Filed Apr 22, 2021 18:50 UTC | PS BUSINESS PARKS, INC./MD PSB · Entity 125076 | GrantStock Option (right to buy) · Derivative | 2,000 | $0.00 Strike: $163.49 | $0.00 |
DisclosureSEC source: 0001123292-21-000684 · edgar.xml · derivative · entry 1 HAVNER RONALD L JR · CIK 0001227384 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,000 Underlying: Common Stock · 2,000 shares Expires 2031-04-20 F1 · 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. Read SEC document |
| April 08, 2021 Filed Apr 12, 2021 12:36 UTC | PS BUSINESS PARKS, INC./MD PSB · Entity 125076 | Exercise / conversionStock Option (Right to Buy) · Derivative | 2,068 | $0.00 Strike: $58.66 | $0.00 |
DisclosureSEC source: 0001567619-21-007897 · 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 · 2,068 shares Expires 2021-05-02 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 · 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 $60.66, but was adjusted to reflect the special dividend declared by PSB on December 15, 2014. F3 · shares: On December 15, 2014, PSB declared a special dividend, payable on December 30, 2014. As a result, pursuant to anti-dilution provisions of PSB's 2003 Stock Option and Incentive Plan, an option for 2,000 shares of common stock held by the reporting person on December 30, 2014 became exercisable for an additional 68 shares of common stock. Read SEC document |
| April 08, 2021 Filed Apr 12, 2021 12:36 UTC | PS BUSINESS PARKS, INC./MD PSB · Entity 125076 | Exercise / conversionCommon Stock | 2,068 | $58.66 | $121,308.88 |
DisclosureSEC source: 0001567619-21-007897 · doc1.xml · nonDerivative · entry 1 HAVNER RONALD L JR · CIK 0001227384 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,137 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F3 · shares: On December 15, 2014, PSB declared a special dividend, payable on December 30, 2014. As a result, pursuant to anti-dilution provisions of PSB's 2003 Stock Option and Incentive Plan, an option for 2,000 shares of common stock held by the reporting person on December 30, 2014 became exercisable for an additional 68 shares of common stock. Read SEC document |
| April 01, 2021 Filed Apr 2, 2021 22:19 UTC | Public Storage PSA · Entity 1436 | Tax withholdingCommon Stock | 430 | $251.94 | $108,334.20 |
DisclosureSEC source: 0001567619-21-007545 · doc1.xml · nonDerivative · entry 3 HAVNER RONALD L JR · CIK 0001227384 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 85,169 F2 · balance_after: The total number of shares reported has been reduced by 870 shares due to prior inadvertent over-reporting of the total number of shares beneficially owned by the reporting person. F4 · balance_after: Includes 74,375 restricted stock units and 1,224 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 |
| March 31, 2021 Filed Apr 2, 2021 22:19 UTC | Public Storage PSA · Entity 1436 | GrantCommon Stock | 122 | $246.76 | $30,104.72 |
DisclosureSEC source: 0001567619-21-007545 · doc1.xml · nonDerivative · entry 2 HAVNER RONALD L JR · CIK 0001227384 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 85,599 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 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: The total number of shares reported has been reduced by 870 shares due to prior inadvertent over-reporting of the total number of shares beneficially owned by the reporting person. Read SEC document |
| March 11, 2021 Filed Apr 2, 2021 22:19 UTC | Public Storage PSA · Entity 1436 | GiftCommon Stock | 4,223 | $0.00 | $0.00 |
DisclosureSEC source: 0001567619-21-007545 · doc1.xml · nonDerivative · entry 1 HAVNER RONALD L JR · CIK 0001227384 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 85,477 F1 · shares: Reflects transfer of shares to Mr. Havner's trust. F2 · balance_after: The total number of shares reported has been reduced by 870 shares due to prior inadvertent over-reporting of the total number of shares beneficially owned by the reporting person. Read SEC document |
| March 08, 2021 Filed Mar 11, 2021 00:27 UTC | Public Storage PSA · Entity 1436 | Tax withholdingCommon Stock | 777 | $238.65 | $185,431.05 |
DisclosureSEC source: 0001567619-21-006058 · doc1.xml · nonDerivative · entry 3 HAVNER RONALD L JR · CIK 0001227384 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 90,570 F2 · balance_after: Includes 74,375 restricted stock units and 1,102 deferred stock units. Also includes 10,000 vested restricted stock units granted February 19, 2015 with an original vesting date of April 1, 2016. Mr. Havner has postponed receipt of these vested restricted stock units in accordance with the following schedule: 10 equal installments over 10 years starting April 1, 2021 to April 1, 2030. Read SEC document |
| March 05, 2021 Filed Mar 11, 2021 00:27 UTC | Public Storage PSA · Entity 1436 | GiftCommon Stock | 2,381 | $0.00 | $0.00 |
DisclosureSEC source: 0001567619-21-006058 · doc1.xml · nonDerivative · entry 2 HAVNER RONALD L JR · CIK 0001227384 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 91,347 F1 · shares: Reflects transfer of shares to Mr. Havner's trust. Read SEC document |
| March 02, 2021 Filed Mar 11, 2021 00:27 UTC | Public Storage PSA · Entity 1436 | GiftCommon Stock | 4,478 | $0.00 | $0.00 |
DisclosureSEC source: 0001567619-21-006058 · doc1.xml · nonDerivative · entry 1 HAVNER RONALD L JR · CIK 0001227384 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 93,728 F1 · shares: Reflects transfer of shares to Mr. Havner's trust. Read SEC document |
| March 01, 2021 Filed Mar 3, 2021 23:32 UTC | AVALONBAY COMMUNITIES INC AVB · Entity 23068 | GrantCommon Stock, par value $.01 per share | 162 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-017265 · doc4.xml · nonDerivative · entry 1 HAVNER RONALD L JR · CIK 0001227384 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,503.6829 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 |
| February 28, 2021 Filed Mar 2, 2021 21:27 UTC | Public Storage PSA · Entity 1436 | Tax withholdingCommon Stock | 744 | $233.94 | $174,051.36 |
DisclosureSEC source: 0001567619-21-005361 · doc1.xml · nonDerivative · entry 1 HAVNER RONALD L JR · CIK 0001227384 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 98,206 F1 · balance_after: Includes 79,375 restricted stock units and 1,102 deferred stock units. Also includes 10,000 vested restricted stock units granted February 19, 2015 with an original vesting date of April 1, 2016. Mr. Havner has postponed receipt of these vested restricted stock units in accordance with the following schedule: 10 equal installments over 10 years starting April 1, 2021 to April 1, 2030. Read SEC document |
| February 22, 2021 Filed Feb 24, 2021 20:11 UTC | Public Storage PSA · Entity 1436 | GiftCommon Stock | 4,802 | $0.00 | $0.00 |
DisclosureSEC source: 0001567619-21-004760 · doc1.xml · nonDerivative · entry 2 HAVNER RONALD L JR · CIK 0001227384 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 98,950 F2 · shares: Reflects transfer of shares to Mr. Havner's trust. Read SEC document |
| February 22, 2021 Filed Feb 24, 2021 20:11 UTC | Public Storage PSA · Entity 1436 | Tax withholdingCommon Stock | 1,772 | $237.76 | $421,310.72 |
DisclosureSEC source: 0001567619-21-004760 · doc1.xml · nonDerivative · entry 1 HAVNER RONALD L JR · CIK 0001227384 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 103,752 F1 · balance_after: Includes 85,625 restricted stock units and 1,102 deferred stock units. Also includes 10,000 vested restricted stock units granted February 19, 2015 with an original vesting date of April 1, 2016. Mr. Havner has postponed receipt of these vested restricted stock units in accordance with the following schedule: 10 equal installments over 10 years starting April 1, 2021 to April 1, 2030. Read SEC document |
| February 15, 2021 Filed Feb 17, 2021 19:15 UTC | Public Storage PSA · Entity 1436 | Tax withholdingCommon Stock | 1,448 | $231.86 | $335,733.28 |
DisclosureSEC source: 0001567619-21-004208 · doc1.xml · nonDerivative · entry 1 HAVNER RONALD L JR · CIK 0001227384 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 105,524 F1 · balance_after: Includes 88,750 restricted stock units and 1,102 deferred stock units. Also includes 10,000 vested restricted stock units granted February 19, 2015 with an original vesting date of April 1, 2016. Mr. Havner has postponed receipt of these vested restricted stock units in accordance with the following schedule: 10 equal installments over 10 years starting April 1, 2021 to April 1, 2030. Read SEC document |
| December 31, 2020 Filed Jan 4, 2021 21:17 UTC | Public Storage PSA · Entity 1436 | GrantCommon Stock | 130 | $230.93 | $30,020.90 |
DisclosureSEC source: 0001567619-21-000042 · doc1.xml · nonDerivative · entry 1 HAVNER RONALD L JR · CIK 0001227384 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 106,102 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 95,000 restricted stock units and 1,102 deferred stock units. Also includes 10,000 vested restricted stock units granted February 19, 2015 with an original vesting date of April 1, 2016. Mr. Havner has postponed receipt of these vested restricted stock units in accordance with the following schedule: 10 equal installments over 10 years starting April 1, 2021 to April 1, 2030. Read SEC document |
| December 01, 2020 Filed Dec 3, 2020 18:51 UTC | AVALONBAY COMMUNITIES INC AVB · Entity 23068 | GrantCommon Stock, par value $.01 per share | 172 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-061419 · doc4.xml · nonDerivative · entry 1 HAVNER RONALD L JR · CIK 0001227384 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,251.9837 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, 2020 Filed Oct 2, 2020 18:20 UTC | Public Storage PSA · Entity 1436 | GrantCommon Stock | 135 | $222.72 | $30,067.20 |
DisclosureSEC source: 0001567619-20-017419 · doc1.xml · nonDerivative · entry 1 HAVNER RONALD L JR · CIK 0001227384 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 105,972 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 95,000 restricted stock units and 972 deferred stock units. Also includes 10,000 vested restricted stock units granted February 19, 2015 with an original vesting date of April 1, 2016. Mr. Havner has postponed receipt of these vested restricted stock units in accordance with the following schedule: 10 equal installments over 10 years starting April 1, 2021 to April 1, 2030. Read SEC document |
| September 08, 2020 Filed Sep 10, 2020 21:12 UTC | Public Storage PSA · Entity 1436 | PurchaseCommon Stock | 1,900 | $214.85 | $408,215.00 |
DisclosureSEC source: 0001567619-20-016611 · doc1.xml · nonDerivative · entry 1 HAVNER RONALD L JR · CIK 0001227384 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By Spouse IRA Disclosed balance after: 1,900 Read SEC document |
| September 01, 2020 Filed Sep 3, 2020 20:59 UTC | AVALONBAY COMMUNITIES INC AVB · Entity 23068 | GrantCommon Stock, par value $.01 per share | 182 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-049447 · doc4.xml · nonDerivative · entry 1 HAVNER RONALD L JR · CIK 0001227384 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,986.6903 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, 2020 Filed Jul 2, 2020 20:50 UTC | Public Storage PSA · Entity 1436 | GrantCommon Stock | 157 | $0.00 | $0.00 |
DisclosureSEC source: 0001567619-20-012855 · doc1.xml · nonDerivative · entry 1 HAVNER RONALD L JR · CIK 0001227384 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 105,837 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 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. F1 · balance_after: Includes 95,000 restricted stock units and 837 deferred stock units. Also includes 10,000 vested restricted stock units granted February 19, 2015 with an original vesting date of April 1, 2016. Mr. Havner has postponed receipt of these vested restricted stock units in accordance with the following schedule: 10 equal installments over 10 years starting April 1, 2021 to April 1, 2030. Read SEC document |
| May 19, 2020 Filed May 21, 2020 19:49 UTC | AVALONBAY COMMUNITIES INC AVB · Entity 23068 | GrantCommon Stock, par value $.01 per share | 1,099 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-031220 · doc4.xml · nonDerivative · entry 1 HAVNER RONALD L JR · CIK 0001227384 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,715.025 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 11, 2020 Filed May 13, 2020 20:19 UTC | AVALONBAY COMMUNITIES INC AVB · Entity 23068 | GrantCommon Stock, par value $.01 per share | 183 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-028799 · doc4.xml · nonDerivative · entry 1 HAVNER RONALD L JR · CIK 0001227384 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,616.025 F1 · shares: Reflects grant of fully vested Deferred Stock Units ("Units") under the issuer's Second Amended and Restated 2009 Equity Incentive Plan. The Units will convert into common stock on a one to one basis 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 |
| May 07, 2020 Filed Jun 2, 2021 19:29 UTC | PS BUSINESS PARKS, INC./MD PSB · Entity 125076 | GiftCommon Stock | 2,069 | $0.00 | $0.00 |
DisclosureSEC source: 0001123292-21-000930 · edgar.xml · nonDerivative · entry 1 HAVNER RONALD L JR · CIK 0001227384 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,068 F1 · shares: Reflects transfer of shares to Mr. Havner's trust. Read SEC document |
| April 27, 2020 Filed Apr 27, 2020 20:18 UTC | PS BUSINESS PARKS, INC./MD PSB · Entity 125076 | Exercise / conversionStock Option (Right to Buy) · Derivative | 69 | $0.00 Strike: $58.82 | $0.00 |
DisclosureSEC source: 0001567619-20-008524 · 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 · 69 shares Expires 2020-05-03 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 · 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 $60.82, but was adjusted to reflect the special dividend declared by PSB on December 15, 2014. Read SEC document |
| April 27, 2020 Filed Apr 27, 2020 20:18 UTC | PS BUSINESS PARKS, INC./MD PSB · Entity 125076 | Exercise / conversionStock Option (Right to Buy) · Derivative | 2,000 | $0.00 Strike: $58.82 | $0.00 |
DisclosureSEC source: 0001567619-20-008524 · 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 · 2,000 shares Expires 2020-05-03 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 · 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 $60.82, but was adjusted to reflect the special dividend declared by PSB on December 15, 2014. Read SEC document |
| April 27, 2020 Filed Apr 27, 2020 20:18 UTC | PS BUSINESS PARKS, INC./MD PSB · Entity 125076 | Exercise / conversionCommon Stock | 69 | $58.82 | $4,058.58 |
DisclosureSEC source: 0001567619-20-008524 · doc1.xml · nonDerivative · entry 2 HAVNER RONALD L JR · CIK 0001227384 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,069 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F3 · shares: On December 15, 2014, PSB declared a special dividend, payable on December 30, 2014. As a result, pursuant to anti-dilution provisions of PSB's 2003 Stock Option and Incentive Plan, an option for 2,000 shares of common stock held by the reporting person on December 30, 2014 became exercisable for an additional 69 shares of common stock. Read SEC document |
| April 27, 2020 Filed Apr 27, 2020 20:18 UTC | PS BUSINESS PARKS, INC./MD PSB · Entity 125076 | Exercise / conversionCommon Stock | 2,000 | $58.82 | $117,640.00 |
DisclosureSEC source: 0001567619-20-008524 · doc1.xml · nonDerivative · entry 1 HAVNER RONALD L JR · CIK 0001227384 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,000 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 |
| April 22, 2020 Filed Apr 24, 2020 13:40 UTC | PS BUSINESS PARKS, INC./MD PSB · Entity 125076 | GrantStock Option (Right to Buy) · Derivative | 2,000 | $0.00 Strike: $127.22 | $0.00 |
DisclosureSEC source: 0001567619-20-008388 · doc1.xml · derivative · entry 1 HAVNER RONALD L JR · CIK 0001227384 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,000 Underlying: Common Stock · 2,000 shares Expires 2030-04-22 F1 · 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_date: This option to purchase 2,000 shares of common stock becomes becomes exercisable as to one-fifth on each of April 22, 2021, 2022, 2023, 2024, and 2025. Read SEC document |
| April 21, 2020 Filed Apr 23, 2020 20:00 UTC | Public Storage PSA · Entity 1436 | GrantStock Option (Right to Buy) · Derivative | 5,000 | $0.00 Strike: $190.90 | $0.00 |
DisclosureSEC source: 0001567619-20-008312 · doc1.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 2030-04-21 F1 · security: Stock Option granted pursuant to the 2016 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 21, 2021, 2022, and 2023. Read SEC document |
| March 31, 2020 Filed Apr 2, 2020 22:08 UTC | Public Storage PSA · Entity 1436 | GrantCommon Stock | 152 | $0.00 | $0.00 |
DisclosureSEC source: 0001567619-20-007456 · doc1.xml · nonDerivative · entry 1 HAVNER RONALD L JR · CIK 0001227384 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 105,680 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 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. F1 · balance_after: Includes 95,000 restricted stock units and 680 deferred stock units. Also includes 10,000 vested restricted stock units granted February 19, 2015 with an original vesting date of April 1, 2016. Mr. Havner has postponed receipt of these vested restricted stock units in accordance with the following schedule: 10 equal installments over 10 years starting April 1, 2021 to April 1, 2030. Read SEC document |
| March 08, 2020 Filed Mar 10, 2020 23:40 UTC | Public Storage PSA · Entity 1436 | Tax withholdingCommon Stock | 1,134 | $228.94 | $259,617.96 |
DisclosureSEC source: 0001567619-20-006047 · doc1.xml · nonDerivative · entry 2 HAVNER RONALD L JR · CIK 0001227384 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 109,394 F2 · balance_after: Includes 95,000 restricted stock units and 528 deferred stock units. Also includes 10,000 vested restricted stock units granted February 19, 2015 with an original vesting date of April 1, 2016. Mr. Havner has postponed receipt of these vested restricted stock units in accordance with the following schedule: 10 equal installments over 10 years starting April 1, 2021 to April 1, 2030. Read SEC document |
| March 06, 2020 Filed Mar 10, 2020 23:40 UTC | Public Storage PSA · Entity 1436 | GiftCommon Stock | 16,540 | $0.00 | $0.00 |
DisclosureSEC source: 0001567619-20-006047 · doc1.xml · nonDerivative · entry 1 HAVNER RONALD L JR · CIK 0001227384 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 110,528 F1 · balance_after: Reflects the transfer of 16,540 shares held by the reporting person to the Havner Family Trust Read SEC document |
| March 01, 2020 Filed Mar 3, 2020 14:30 UTC | AVALONBAY COMMUNITIES INC AVB · Entity 23068 | GrantCommon Stock, par value $.01 per share | 143 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-014873 · doc4.xml · nonDerivative · entry 1 HAVNER RONALD L JR · CIK 0001227384 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,360.3715 F1 · shares: Reflects grant of fully vested Deferred Stock Units ("Units") under the issuer's Second Amended and Restated 2009 Equity Incentive Plan. The Units will convert into common stock on a one to one basis 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, 2020 Filed Mar 4, 2020 00:10 UTC | Public Storage PSA · Entity 1436 | Tax withholdingCommon Stock | 982 | $209.12 | $205,355.84 |
DisclosureSEC source: 0001567619-20-005523 · doc1.xml · nonDerivative · entry 1 HAVNER RONALD L JR · CIK 0001227384 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 127,068 F1 · balance_after: Includes 100,000 restricted stock units and 528 deferred stock units. Also includes 10,000 vested restricted stock units granted February 19, 2015 with an original vesting date of April 1, 2016. Mr. Havner has postponed receipt of these vested restricted stock units in accordance with the following schedule: 10 equal installments over 10 years starting on April 1, 2021 to April 1, 2030. Read SEC document |
| February 22, 2020 Filed Feb 26, 2020 02:17 UTC | Public Storage PSA · Entity 1436 | Tax withholdingCommon Stock | 2,246 | $225.77 | $507,079.42 |
DisclosureSEC source: 0001567619-20-004843 · doc1.xml · nonDerivative · entry 1 HAVNER RONALD L JR · CIK 0001227384 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 117,657 F1 · balance_after: Includes 113,125 restricted stock units and 528 deferred stock units. Mr. Havner has postponed receipt of 10,000 shares of vested restricted stock units granted February 19, 2015 with an original vesting date of April 1, 2016, for receipt in 10 equal installments over 10 years starting on April 1, 2021 to April 1, 2030. Read SEC document |
| February 19, 2020 Filed Feb 21, 2020 22:45 UTC | Public Storage PSA · Entity 1436 | Tax withholdingCommon Stock | 4,045 | $218.80 | $885,046.00 |
DisclosureSEC source: 0001567619-20-004633 · doc1.xml · nonDerivative · entry 1 HAVNER RONALD L JR · CIK 0001227384 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 130,296 F1 · balance_after: Includes 119,375 restricted stock units. Mr. Havner has postponed receipt of 10,000 shares of vested restricted stock units granted February 19, 2015 with an original vesting date of April 1, 2016, for receipt in 10 equal installments over 10 years starting on April 1, 2021 to April 1, 2030. Read SEC document |
| February 15, 2020 Filed Feb 19, 2020 21:52 UTC | Public Storage PSA · Entity 1436 | Tax withholdingCommon Stock | 1,812 | $232.82 | $421,869.84 |
DisclosureSEC source: 0001567619-20-004314 · doc1.xml · nonDerivative · entry 1 HAVNER RONALD L JR · CIK 0001227384 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 134,341 F1 · balance_after: Includes 129,375 restricted stock units. Mr. Havner has postponed receipt of 10,000 shares of vested restricted stock units granted February 19, 2015 with an original vesting date of April 1, 2016, for receipt in 10 equal installments over 10 years starting on April 1, 2021 to April 1, 2030. Read SEC document |
| December 31, 2019 Filed Jan 2, 2020 23:31 UTC | Public Storage PSA · Entity 1436 | GrantCOMMON STOCK | 141 | $0.00 | $0.00 |
DisclosureSEC source: 0001567619-20-000124 · doc1.xml · nonDerivative · entry 1 HAVNER RONALD L JR · CIK 0001227384 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 136,153 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 135,625 restricted stock units. Mr. Havner has postponed receipt of 10,000 shares of vested restricted stock units granted on February 19, 2015 with an original vesting date of April 1, 2016, for receipt in 10 equal installments over 10 years starting on April 1, 2021 to April 1, 2030. Read SEC document |
| December 01, 2019 Filed Dec 9, 2019 19:21 UTC | AVALONBAY COMMUNITIES INC AVB · Entity 23068 | GrantCommon Stock, par value $.01 per share | 134 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-19-059587 · doc4.xml · nonDerivative · entry 1 HAVNER RONALD L JR · CIK 0001227384 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,165.9686 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 |
| November 06, 2019 Filed Nov 6, 2019 19:47 UTC | PS BUSINESS PARKS, INC./MD PSB · Entity 125076 | SaleCommon Stock | 100 | $177.20 | $17,720.00 |
DisclosureSEC source: 0001123292-19-001258 · edgar.xml · nonDerivative · entry 3 HAVNER RONALD L JR · CIK 0001227384 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By Foundation Disclosed balance after: 0 F2 · ownership.nature: Shares owned by the Havner Family Foundation, of which Mr. Havner and his wife are co-trustees, but with respect to which Mr. and Mrs. Havner disclaim any beneficial interest. Read SEC document |
| November 06, 2019 Filed Nov 6, 2019 19:47 UTC | PS BUSINESS PARKS, INC./MD PSB · Entity 125076 | SaleCommon Stock | 1,692 | $176.82 | $299,182.82 |
DisclosureSEC source: 0001123292-19-001258 · edgar.xml · nonDerivative · entry 2 HAVNER RONALD L JR · CIK 0001227384 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By Foundation Disclosed balance after: 100 F3 · price: Represents weighted average price. These shares were sold at prices ranging between $176.16 and $177.14. Full information regarding the number of shares sold at each separate price will be provided by the reporting person upon request to the staff of the Securities and Exchange Commission, the issuer, or a security holder of the issuer. F2 · ownership.nature: Shares owned by the Havner Family Foundation, of which Mr. Havner and his wife are co-trustees, but with respect to which Mr. and Mrs. Havner disclaim any beneficial interest. Read SEC document |
| November 05, 2019 Filed Nov 6, 2019 19:47 UTC | PS BUSINESS PARKS, INC./MD PSB · Entity 125076 | SaleCommon Stock | 3,208 | $176.16 | $565,121.28 |
DisclosureSEC source: 0001123292-19-001258 · edgar.xml · nonDerivative · entry 1 HAVNER RONALD L JR · CIK 0001227384 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By Foundation Disclosed balance after: 1,792 F1 · price: Represents weighted average price. These shares were sold at prices ranging between $176.00 and $176.47. Full information regarding the number of shares sold at each separate price will be provided by the reporting person upon request to the staff of the Securities and Exchange Commission, the issuer, or a security holder of the issuer. F2 · ownership.nature: Shares owned by the Havner Family Foundation, of which Mr. Havner and his wife are co-trustees, but with respect to which Mr. and Mrs. Havner disclaim any beneficial interest. Read SEC document |
| September 30, 2019 Filed Oct 2, 2019 20:34 UTC | Public Storage PSA · Entity 1436 | GrantCommon Stock | 123 | $0.00 | $0.00 |
DisclosureSEC source: 0001123292-19-001177 · edgar.xml · nonDerivative · entry 1 HAVNER RONALD L JR · CIK 0001227384 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 136,012 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 135,625 restricted share units. Mr. Havner has postponed receipt of 10,000 shares of vested restricted stock units granted on February 19, 2015 with an original vesting date of April 1, 2016, for receipt in 10 equal installments over 10 years starting on each April 1, 2021 to April 1, 2030. Read SEC document |
| September 01, 2019 Filed Sep 4, 2019 19:50 UTC | AVALONBAY COMMUNITIES INC AVB · Entity 23068 | GrantCommon Stock, par value $.01 per share | 135 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-19-048155 · doc4.xml · nonDerivative · entry 1 HAVNER RONALD L JR · CIK 0001227384 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,983.1376 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 |
| June 28, 2019 Filed Jul 2, 2019 19:48 UTC | Public Storage PSA · Entity 1436 | GrantCommon Stock | 126 | $0.00 | $0.00 |
DisclosureSEC source: 0001123292-19-000943 · edgar.xml · nonDerivative · entry 1 HAVNER RONALD L JR · CIK 0001227384 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 135,889 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 135,625 restricted share units. Mr. Havner has postponed receipt of 10,000 shares of vested restricted stock units granted on February 19, 2015 with an original vesting date of April 1, 2016, for receipt in 10 equal installments over 10 years starting on each April 1, 2021 to April 1, 2030. Read SEC document |
| May 23, 2019 Filed May 28, 2019 16:10 UTC | AVALONBAY COMMUNITIES INC AVB · Entity 23068 | GrantCommon Stock, par value $.01 per share | 785 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-19-032893 · doc4.xml · nonDerivative · entry 1 HAVNER RONALD L JR · CIK 0001227384 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,687.2248 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 |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.