Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Public StoragePSA · Entity 1436 | Chief Legal Officer | August 13, 2026 | August 15, 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.
Public Storage
Report date August 13, 2026 · Filed August 15, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common SharesSEC Table I · non-derivative | Direct | 0 |
Reported balance
After 2026-08-13 transaction · row 1
1 source rowRow 1 · 2026-08-13 · Sale · Disposed 1,414 · Balance 0 F1: Represents weighted average price. These shares were sold at prices ranging between $327.48 and $327.645. 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. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents weighted average price. These shares were sold at prices ranging between $327.48 and $327.645. 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.
Transaction history
JSON APIPurchases/sales include open-market and private transactions. Plan disclosure applies to the filing; individual rows may differ. “Not disclosed” is not “unplanned.”
The cutoff filters transaction history only. Company summaries and owner relationships show the latest available disclosures. Parser corrections can improve historical records.
| Transaction date | Company | Activity / security | Shares / units | Reported price | Reported value | Details |
|---|---|---|---|---|---|---|
| December 06, 2021 Filed Dec 7, 2021 16:52 UTC | Public Storage PSA · Entity 1436 | Exercise / conversionStock Option (Right to Buy) · Derivative | 25,000 | $0.00 Strike: $259.74 | $0.00 |
DisclosureSEC source: 0001567619-21-021693 · doc1.xml · derivative · entry 3 Vitan Nathaniel A. · CIK 0001774586 · Sr. VP, Ch. Legal Off., Sec. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 25,000 shares Expires 2026-07-05 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F2 · security: Stock option granted pursuant to the 2016 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 |
| December 06, 2021 Filed Dec 7, 2021 16:52 UTC | Public Storage PSA · Entity 1436 | SaleCommon Stock | 25,000 | $339.18 | $8,479,500.00 |
DisclosureSEC source: 0001567619-21-021693 · doc1.xml · nonDerivative · entry 2 Vitan Nathaniel A. · CIK 0001774586 · Sr. VP, Ch. Legal Off., Sec. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,740 F1 · balance_after: Includes 6,740 RSUs. Read SEC document |
| December 06, 2021 Filed Dec 7, 2021 16:52 UTC | Public Storage PSA · Entity 1436 | Exercise / conversionCommon Stock | 25,000 | $259.74 | $6,493,500.00 |
DisclosureSEC source: 0001567619-21-021693 · doc1.xml · nonDerivative · entry 1 Vitan Nathaniel A. · CIK 0001774586 · Sr. VP, Ch. Legal Off., Sec. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 32,740 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 · balance_after: Includes 6,740 RSUs. Read SEC document |
| August 12, 2021 Filed Aug 13, 2021 00:17 UTC | Public Storage PSA · Entity 1436 | SaleCommon Stock | 483 | $314.07 | $151,695.81 |
DisclosureSEC source: 0001567619-21-015322 · doc1.xml · nonDerivative · entry 1 Vitan Nathaniel A. · CIK 0001774586 · Chief Legal Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,740 F1 · balance_after: Includes 6,740 RSUs. Read SEC document |
| July 05, 2021 Filed Jul 6, 2021 19:59 UTC | Public Storage PSA · Entity 1436 | Tax withholdingCommon Stock | 440 | $302.72 | $133,196.80 |
DisclosureSEC source: 0001567619-21-012997 · doc1.xml · nonDerivative · entry 1 Vitan Nathaniel A. · CIK 0001774586 · Sr. VP, Ch. Legal Off., Sec. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,223 F1 · balance_after: Includes 6,740 RSUs. Read SEC document |
| June 08, 2021 Filed Jun 9, 2021 21:59 UTC | Public Storage PSA · Entity 1436 | Exercise / conversionStock Option (right to buy) · Derivative | 4,000 | $0.00 Strike: $236.23 | $0.00 |
DisclosureSEC source: 0001123292-21-000958 · edgar.xml · derivative · entry 3 Vitan Nathaniel A. · CIK 0001774586 · Sr. VP, Ch. Legal Off., Sec. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,000 Underlying: Common Stock · 4,000 shares Expires 2029-05-27 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F2 · security: Stock option granted pursuant to the 2016 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 |
| June 08, 2021 Filed Jun 9, 2021 21:59 UTC | Public Storage PSA · Entity 1436 | SaleCommon Stock | 4,000 | $293.10 | $1,172,400.00 |
DisclosureSEC source: 0001123292-21-000958 · edgar.xml · nonDerivative · entry 2 Vitan Nathaniel A. · CIK 0001774586 · Sr. VP, Ch. Legal Off., Sec. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,663 F1 · balance_after: Includes 7,740 RSUs. Read SEC document |
| June 08, 2021 Filed Jun 9, 2021 21:59 UTC | Public Storage PSA · Entity 1436 | Exercise / conversionCommon Stock | 4,000 | $236.23 | $944,920.00 |
DisclosureSEC source: 0001123292-21-000958 · edgar.xml · nonDerivative · entry 1 Vitan Nathaniel A. · CIK 0001774586 · Sr. VP, Ch. Legal Off., Sec. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,663 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 · balance_after: Includes 7,740 RSUs. Read SEC document |
| May 27, 2021 Filed Jun 1, 2021 19:36 UTC | Public Storage PSA · Entity 1436 | Tax withholdingCommon Stock | 87 | $279.87 | $24,348.69 |
DisclosureSEC source: 0001123292-21-000923 · edgar.xml · nonDerivative · entry 2 Vitan Nathaniel A. · CIK 0001774586 · Sr. VP, Ch. Legal Off., Sec. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,663 F3 · balance_after: Includes 7,740 restricted stock units. Read SEC document |
| February 16, 2021 Filed Jun 1, 2021 19:36 UTC | Public Storage PSA · Entity 1436 | GrantCommon Stock | 4,500 | $0.00 | $0.00 |
DisclosureSEC source: 0001123292-21-000923 · edgar.xml · nonDerivative · entry 1 Vitan Nathaniel A. · CIK 0001774586 · Sr. VP, Ch. Legal Off., Sec. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,750 F1 · shares: Grant of restricted stock units. The restricted stock units vest in five (5) equal annual installments beginning one (1) year from the date of grant. F2 · balance_after: Includes 7,990 restricted stock units. Read SEC document |
| December 31, 2020 Filed Jan 5, 2021 01:09 UTC | Public Storage PSA · Entity 1436 | Tax withholdingCommon Stock | 33 | $230.93 | $7,620.69 |
DisclosureSEC source: 0001567619-21-000106 · doc1.xml · nonDerivative · entry 2 Vitan Nathaniel A. · CIK 0001774586 · Chief Legal Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,250 F2 · balance_after: Includes 3,490 restricted stock units. Read SEC document |
| December 31, 2020 Filed Jan 5, 2021 01:09 UTC | Public Storage PSA · Entity 1436 | Tax withholdingCommon Stock | 41 | $230.93 | $9,468.13 |
DisclosureSEC source: 0001567619-21-000106 · doc1.xml · nonDerivative · entry 1 Vitan Nathaniel A. · CIK 0001774586 · Chief Legal Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,283 F1 · balance_after: Includes 3,570 restricted stock units. Read SEC document |
| July 05, 2020 Filed Jul 6, 2020 18:01 UTC | Public Storage PSA · Entity 1436 | Tax withholdingCommon Stock | 346 | $199.36 | $68,978.56 |
DisclosureSEC source: 0001567619-20-012929 · doc1.xml · nonDerivative · entry 1 Vitan Nathaniel A. · CIK 0001774586 · Chief Legal Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,324 F1 · balance_after: Includes 3,670 restricted stock units. Read SEC document |
| June 16, 2020 Filed Jun 16, 2020 22:06 UTC | Public Storage PSA · Entity 1436 | SaleCommon Stock | 269 | $200.18 | $53,848.42 |
DisclosureSEC source: 0001567619-20-012223 · doc1.xml · nonDerivative · entry 1 Vitan Nathaniel A. · CIK 0001774586 · Chief Legal Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,670 F1 · balance_after: Includes 4,670 restricted stock units. Read SEC document |
| May 27, 2020 Filed May 28, 2020 17:09 UTC | Public Storage PSA · Entity 1436 | Tax withholdingCommon Stock | 87 | $196.97 | $17,136.39 |
DisclosureSEC source: 0001567619-20-011263 · doc1.xml · nonDerivative · entry 1 Vitan Nathaniel A. · CIK 0001774586 · Chief Legal Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,939 F1 · balance_after: Includes 4,670 restricted stock units. Read SEC document |
| December 31, 2019 Filed Jan 2, 2020 23:37 UTC | Public Storage PSA · Entity 1436 | Tax withholdingCOMMON STOCK | 33 | $212.96 | $7,027.68 |
DisclosureSEC source: 0001567619-20-000132 · doc1.xml · nonDerivative · entry 3 Vitan Nathaniel A. · CIK 0001774586 · SVP, Chief Legal Officer & Sec 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,026 F1 · balance_after: Includes 4,920 Restricted stock units. The total amount of securities owned reflects the number of shares beneficially owned by the reporting person as of January 2, 2020. Read SEC document |
| December 31, 2019 Filed Jan 2, 2020 23:37 UTC | Public Storage PSA · Entity 1436 | Tax withholdingCOMMON STOCK | 41 | $212.96 | $8,731.36 |
DisclosureSEC source: 0001567619-20-000132 · doc1.xml · nonDerivative · entry 2 Vitan Nathaniel A. · CIK 0001774586 · SVP, Chief Legal Officer & Sec 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,026 F1 · balance_after: Includes 4,920 Restricted stock units. The total amount of securities owned reflects the number of shares beneficially owned by the reporting person as of January 2, 2020. Read SEC document |
| December 31, 2019 Filed Jan 14, 2020 00:51 UTC Amendment | Public Storage PSA · Entity 1436 | Tax withholdingCommon Stock | 33 | $212.96 | $7,027.68 |
DisclosureSEC source: 0001567619-20-000951 · doc1.xml · nonDerivative · entry 3 Vitan Nathaniel A. · CIK 0001774586 · Chief Legal Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,026 F1 · balance_after: Includes 4,920 Restricted stock units. The total amount of securities owned reflects the number of shares beneficially owned by the reporting person as of January 2, 2020. F2 · balance_after: This Form 4/A is being filed solely to include a new Power of Attorney for the reporting person. Read SEC document |
| December 31, 2019 Filed Jan 14, 2020 00:51 UTC Amendment | Public Storage PSA · Entity 1436 | Tax withholdingCommon Stock | 41 | $212.96 | $8,731.36 |
DisclosureSEC source: 0001567619-20-000951 · doc1.xml · nonDerivative · entry 2 Vitan Nathaniel A. · CIK 0001774586 · Chief Legal Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,026 F1 · balance_after: Includes 4,920 Restricted stock units. The total amount of securities owned reflects the number of shares beneficially owned by the reporting person as of January 2, 2020. F2 · balance_after: This Form 4/A is being filed solely to include a new Power of Attorney for the reporting person. Read SEC document |
| August 30, 2019 Filed Sep 4, 2019 14:11 UTC | Public Storage PSA · Entity 1436 | SaleCommon Stock | 719 | $264.35 | $190,069.16 |
DisclosureSEC source: 0001123292-19-001093 · edgar.xml · nonDerivative · entry 1 Vitan Nathaniel A. · CIK 0001774586 · Sr. VP, Ch. Legal Off., Sec. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,446 F1 · balance_after: Includes 2,000 RSUs. Read SEC document |
| July 05, 2019 Filed Jan 2, 2020 23:37 UTC | Public Storage PSA · Entity 1436 | Tax withholdingCOMMON STOCK | 346 | $245.22 | $84,846.12 |
DisclosureSEC source: 0001567619-20-000132 · doc1.xml · nonDerivative · entry 1 Vitan Nathaniel A. · CIK 0001774586 · SVP, Chief Legal Officer & Sec 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,026 F1 · balance_after: Includes 4,920 Restricted stock units. The total amount of securities owned reflects the number of shares beneficially owned by the reporting person as of January 2, 2020. Read SEC document |
| July 05, 2019 Filed Jan 14, 2020 00:51 UTC Amendment | Public Storage PSA · Entity 1436 | Tax withholdingCommon Stock | 346 | $245.22 | $84,846.12 |
DisclosureSEC source: 0001567619-20-000951 · doc1.xml · nonDerivative · entry 1 Vitan Nathaniel A. · CIK 0001774586 · Chief Legal Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,026 F1 · balance_after: Includes 4,920 Restricted stock units. The total amount of securities owned reflects the number of shares beneficially owned by the reporting person as of January 2, 2020. F2 · balance_after: This Form 4/A is being filed solely to include a new Power of Attorney for the reporting person. Read SEC document |
| May 27, 2019 Filed May 28, 2019 22:08 UTC | Public Storage PSA · Entity 1436 | GrantStock Option (right to buy) · Derivative | 10,000 | $0.00 Strike: $236.23 | $0.00 |
DisclosureSEC source: 0001123292-19-000848 · edgar.xml · derivative · entry 2 Vitan Nathaniel A. · CIK 0001774586 · Sr. VP, Ch. Legal Off., Sec. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,000 Underlying: Common Stock · 10,000 shares Expires 2029-05-27 F3 · security: Stock option granted pursuant to the 2016 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 |
| May 27, 2019 Filed May 28, 2019 22:08 UTC | Public Storage PSA · Entity 1436 | GrantCommon Stock | 2,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001123292-19-000848 · edgar.xml · nonDerivative · entry 1 Vitan Nathaniel A. · CIK 0001774586 · Sr. VP, Ch. Legal Off., Sec. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,165 F1 · shares: Grant of restricted stock units (RSUs). The RSUs vest in eight (8) equal annual installments beginning one (1) year from the date of grant. F2 · balance_after: Includes 2,000 RSUs. 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.