Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Public StoragePSA · Entity 1436 | CD&TO | July 28, 2026 | July 30, 2026 |
| WillScot Holdings CorpWSC · Entity 4121 | Director | June 04, 2026 | June 08, 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 July 28, 2026 · Filed July 30, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| AO LTIP UnitsSEC Table II · derivative / convertible security · Conversion / exercise price $225.38 · Expires 2026-08-04 | Direct | 0 |
Reported balance
After 2026-07-28 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2026-07-28 · Exercise / conversion · Disposed 10,327 · Balance 0 F1: On February 26, 2024, the reporting person exchanged an option to purchase 10,327 common shares of beneficial interest, par value $0.01 per share ("Common Shares"), of Public Storage (the "Company") for 10,327 limited partnership units in Public Storage OP, L.P. designated as AO LTIP Units ("AO LTIP Units"). AO LTIP Units are similar to "net exercise" stock option awards and are convertible, once vested, into a number of vested limited partnership units of Public Storage OP, L.P. designated as LTIP Units ("LTIP Units"), determined by the quotient of (i) the excess of the value of a Common Share as of the date of the conversion over $225.38, divided by (ii) the value of a Common Share as of the date of conversion. Vested LTIP Units into which AO LTIP Units have been converted are further convertible, [footnote continued] F2: [Continued from footnote] conditioned upon minimum allocations to the capital accounts of the LTIP Units for U.S. federal income tax purposes, into an equal number of limited partnership units in Public Storage OP, L.P. ("OP Units"). The resulting OP Units are redeemable by the holder for one Common Share per OP Unit or the cash value of a Common Share, at the Company's option. |
| LTIP UnitsSEC Table II · derivative / convertible security | Direct | 26,493 |
Reported balance
After 2026-07-28 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2026-07-28 · Exercise / conversion · Acquired 3,284 · Balance 26,493 F3: Common Shares are issued upon the redemption of OP Units on a one for one basis. OP Units have no expiration date. F4: Includes 9,398 LTIP Units subject to time-based vesting. |
Filing footnotes · ownership attribution and instrument terms
F1: On February 26, 2024, the reporting person exchanged an option to purchase 10,327 common shares of beneficial interest, par value $0.01 per share ("Common Shares"), of Public Storage (the "Company") for 10,327 limited partnership units in Public Storage OP, L.P. designated as AO LTIP Units ("AO LTIP Units"). AO LTIP Units are similar to "net exercise" stock option awards and are convertible, once vested, into a number of vested limited partnership units of Public Storage OP, L.P. designated as LTIP Units ("LTIP Units"), determined by the quotient of (i) the excess of the value of a Common Share as of the date of the conversion over $225.38, divided by (ii) the value of a Common Share as of the date of conversion. Vested LTIP Units into which AO LTIP Units have been converted are further convertible, [footnote continued]
F2: [Continued from footnote] conditioned upon minimum allocations to the capital accounts of the LTIP Units for U.S. federal income tax purposes, into an equal number of limited partnership units in Public Storage OP, L.P. ("OP Units"). The resulting OP Units are redeemable by the holder for one Common Share per OP Unit or the cash value of a Common Share, at the Company's option.
F3: Common Shares are issued upon the redemption of OP Units on a one for one basis. OP Units have no expiration date.
F4: Includes 9,398 LTIP Units subject to time-based vesting.
WillScot Holdings Corp
Report date June 04, 2026 · Filed June 08, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 19,091 |
Reported balance
After 2026-06-04 transaction · row 1
1 source rowRow 1 · 2026-06-04 · Grant · Acquired 6,317 · Balance 19,091 F1: Restricted stock granted pursuant to the WillScot Holdings Corp. 2020 Incentive Award Plan and a Restricted Stock Award Agreement between the Issuer and Ms. Johnson. These shares comprise part of the Issuer's annual compensation program for non-executive directors and, subject to the terms and conditions of such plan and award agreement, the restrictions on these shares lapse in full one year from the grant date. |
Filing footnotes · ownership attribution and instrument terms
F1: Restricted stock granted pursuant to the WillScot Holdings Corp. 2020 Incentive Award Plan and a Restricted Stock Award Agreement between the Issuer and Ms. Johnson. These shares comprise part of the Issuer's annual compensation program for non-executive directors and, subject to the terms and conditions of such plan and award agreement, the restrictions on these shares lapse in full one year from the grant date.
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 |
|---|---|---|---|---|---|---|
| March 08, 2019 Filed Mar 11, 2019 22:48 UTC | Public Storage PSA · Entity 1436 | GrantCommon Stock | 4,250 | $0.00 | $0.00 |
DisclosureSEC source: 0001567619-19-006606 · doc1.xml · nonDerivative · entry 1 Johnson Natalia · CIK 0001726283 · Chief Human Resources Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,093 F1 · shares: Grant of restricted stock units. 2,250 RSUs vest in five (5) equal annual installments beginning one (1) from the date of the grant. 2,000 RSUs vest in eight (8) equal annual installments beginning one (1) from the date of the grant. F2 · balance_after: Includes 8,150 restricted share units. Read SEC document |
| March 05, 2019 Filed Mar 7, 2019 22:09 UTC | Public Storage PSA · Entity 1436 | Tax withholdingCommon Stock | 123 | $213.15 | $26,217.45 |
DisclosureSEC source: 0001567619-19-006406 · doc1.xml · nonDerivative · entry 1 Johnson Natalia · CIK 0001726283 · Chief Human Resources Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,843 F1 · balance_after: Includes 3,900 restricted share units. Read SEC document |
| August 06, 2018 Filed Aug 8, 2018 20:17 UTC | Public Storage PSA · Entity 1436 | Tax withholdingCommon Stock | 208 | $215.82 | $44,890.56 |
DisclosureSEC source: 0001567619-18-000113 · doc1.xml · nonDerivative · entry 1 Johnson Natalia · CIK 0001726283 · Chief Human Resources Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,966 F1 · balance_after: Includes 4,200 restricted share units. 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.