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person · Reporting owner

HAVNER RONALD L JR

Disclosed activity across 5 companies

Tapewire entity
23073
SEC CIK
0001227384

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Reported relationships

Latest disclosed role at each company.

CompanyLast reported asReport datePublished
California Resources CorpCRC · Entity 3937DirectorMay 11, 2017May 15, 2017
General Finance CORPGFN · Entity 13894610% ownerSeptember 05, 2018September 06, 2018
Public StoragePSA · Entity 1436DirectorOctober 06, 2026October 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 / awardOwnership accountDisclosed shares / unitsDisclosure context
Common StockSEC Table I · non-derivativeDirect22,577.3 Reported balance After 2017-05-11 transaction · row 1
1 source row

Row 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 / awardOwnership accountDisclosed shares / unitsDisclosure context
Common StockSEC Table I · non-derivativeIndirectAs trustee of the Havner Family Trust3,972,600 Reported balance After 2018-09-05 transaction · row 1 Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source row

Row 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 / awardOwnership accountDisclosed shares / unitsDisclosure context
Common SharesSEC Table I · non-derivativeDirect6,734.99 Reported balance After 2026-10-06 transaction · row 1 Account or security details depend on footnotes; rows are not merged.
1 source row

Row 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-derivativeIndirectBy Trust317,787 Reported balance Holding disclosure · report date 2026-10-06 · row 2 Holding and transaction disclosures are not merged.
1 source row

Row 2 · Balance 317,787

F3: Ronald L. Havner and LeeAnn R. Havner, Trustee of Havner Family Trust.

Common SharesSEC Table I · non-derivativeIndirectBy Spouse IRA1,900 Reported balance Holding disclosure · report date 2026-10-06 · row 3 Holding and transaction disclosures are not merged.
1 source row

Row 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 / awardOwnership accountDisclosed shares / unitsDisclosure context
Common Stock, par value $.01 per shareSEC Table I · non-derivativeDirect0 Reported balance After 2026-08-17 transaction · row 1
1 source row

Row 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 / awardOwnership accountDisclosed shares / unitsDisclosure context
Common StockSEC Table I · non-derivativeDirect0 Reported balance After 2022-07-20 transaction · row 1
1 source row

Row 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-derivativeIndirectBy Trust0 Reported balance After 2022-07-20 transaction · row 2 Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source row

Row 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 2027-04-25Direct0 Reported balance After 2022-07-20 transaction · row 3 Instrument identity requires review; Table II rows are not merged.
1 source row

Row 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 2028-04-24Direct0 Reported balance After 2022-07-20 transaction · row 4 Instrument identity requires review; Table II rows are not merged.
1 source row

Row 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 2029-04-23Direct0 Reported balance After 2022-07-20 transaction · row 5 Instrument identity requires review; Table II rows are not merged.
1 source row

Row 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 2030-04-22Direct0 Reported balance After 2022-07-20 transaction · row 6 Instrument identity requires review; Table II rows are not merged.
1 source row

Row 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 2031-04-20Direct0 Reported balance After 2022-07-20 transaction · row 7 Instrument identity requires review; Table II rows are not merged.
1 source row

Row 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

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Purchases/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 dateCompanyActivity / securityShares / unitsReported priceReported valueDetails
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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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.

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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
Disclosure

SEC 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.

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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
Disclosure

SEC 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.

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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
Disclosure

SEC 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.

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September 30, 2019 Filed Oct 2, 2019 20:34 UTC Public Storage PSA · Entity 1436 GrantCommon Stock 123 $0.00 $0.00
Disclosure

SEC 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.

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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
Disclosure

SEC 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
Disclosure

SEC 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
Disclosure

SEC 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.