Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| ESSEX PROPERTY TRUST, INC.ESS · Entity 3275 | Director | December 07, 2023 | December 22, 2023 |
| Pebblebrook Hotel TrustPEB · Entity 4520 | Director | January 01, 2026 | January 05, 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.
ESSEX PROPERTY TRUST, INC.
Report date December 07, 2023 · Filed December 22, 2023 · Amendment
Amendment: balances below belong to this corrected disclosure, not necessarily a complete replacement of earlier positions.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 51,476 |
Reported balance
After 2023-12-07 transaction · row 1
Amendment: may correct only part of an earlier disclosure.
1 source rowRow 1 · 2023-12-07 · Tax withholding · Disposed 6,242 · Balance 51,476 F1: The Reporting Person's Form 4 filed on December 11, 2023 incorrectly reported the number of shares of common stock withheld by the Company to satisfy tax withholding requirements in connection with the release of restricted stock units that were granted on December 2, 2020. This amended Form 4 shows the accurate number of shares of common stock withheld and reflects the number of shares of common stock beneficially owned by the Reporting Person following the reported transaction, as corrected. |
Filing footnotes · ownership attribution and instrument terms
F1: The Reporting Person's Form 4 filed on December 11, 2023 incorrectly reported the number of shares of common stock withheld by the Company to satisfy tax withholding requirements in connection with the release of restricted stock units that were granted on December 2, 2020. This amended Form 4 shows the accurate number of shares of common stock withheld and reflects the number of shares of common stock beneficially owned by the Reporting Person following the reported transaction, as corrected.
Pebblebrook Hotel Trust
Report date January 01, 2026 · Filed January 05, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common SharesSEC Table I · non-derivative | Direct | 134,530 |
Reported balance
After 2026-01-01 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2026-01-01 · Grant · Acquired 14,837 · Balance 134,530 F1: Payment of 100 percent of annual retainer fee for serving on the Board of Trustees of Pebblebrook Hotel Trust in 2025. Per-share value is the average of the closing prices for the Company's common shares on the New York Stock Exchange for the ten trading days preceding the date of payment. F2: The reporting person disclaims beneficial ownership with respect to 51,312 of these shares. |
| Common SharesSEC Table I · non-derivative | IndirectDeferred Compensation Plan | 18,500 |
Reported balance
Holding disclosure · report date 2026-01-01 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 18,500 F3: The reporting person disclaims beneficial ownership with respect to one-half of these shares. |
| Common SharesSEC Table I · non-derivative | IndirectBy wife | 942 |
Reported balance
Holding disclosure · report date 2026-01-01 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 942 F4: The reporting person disclaims beneficial ownership with respect to all of these shares. |
Filing footnotes · ownership attribution and instrument terms
F1: Payment of 100 percent of annual retainer fee for serving on the Board of Trustees of Pebblebrook Hotel Trust in 2025. Per-share value is the average of the closing prices for the Company's common shares on the New York Stock Exchange for the ten trading days preceding the date of payment.
F2: The reporting person disclaims beneficial ownership with respect to 51,312 of these shares.
F3: The reporting person disclaims beneficial ownership with respect to one-half of these shares.
F4: The reporting person disclaims beneficial ownership with respect to all of these shares.
Past disclosures · reporting ended (1)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
National Storage Affiliates Trust
Report date July 22, 2026 · Filed July 22, 2026
Section 16 reporting ended · disclosed 2026-07-22. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common shares of beneficial interest, $0.01 par valueSEC Table I · non-derivative | Direct | 0 |
Reported balance
After 2026-07-22 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2026-07-22 · Disposition to issuer · Disposed 11,291 · Balance 0 F1: Pursuant to the Agreement and Plan of Merger, dated as of March 16, 2026 (the "Merger Agreement"), between the Issuer, Public Storage and certain other parties, common shares of beneficial interest, $0.01 par value, of the Issuer, inclusive of restricted shares, were converted into the right to receive 0.1400 (the "Exchange Ratio") newly issued common shares of beneficial interest, par value $0.10 per share, of Public Storage and cash in lieu of any fractional shares. |
| Class A OP UnitsSEC Table II · derivative / convertible security | Direct | 0 |
Reported balance
After 2026-07-22 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2026-07-22 · Disposition to issuer · Disposed 12,618 · Balance 0 F2: Pursuant to the Merger Agreement, each Class A OP Unit issued and outstanding immediately prior to the effective time of the Partnership Merger was (i) automatically converted into the right to receive a number of newly issued common units in Public Storage OP, L.P., equal to the Exchange Ratio or (ii), at the election of holders of Class A OP Units, redeemed in exchange for one newly issued unit in NSA OP JV, LLC which holds 80% of the equity of the joint venture with Public Storage that holds certain identified real estate assets contributed by the Partnership. F3: N/A. |
Filing footnotes · ownership attribution and instrument terms
F1: Pursuant to the Agreement and Plan of Merger, dated as of March 16, 2026 (the "Merger Agreement"), between the Issuer, Public Storage and certain other parties, common shares of beneficial interest, $0.01 par value, of the Issuer, inclusive of restricted shares, were converted into the right to receive 0.1400 (the "Exchange Ratio") newly issued common shares of beneficial interest, par value $0.10 per share, of Public Storage and cash in lieu of any fractional shares.
F2: Pursuant to the Merger Agreement, each Class A OP Unit issued and outstanding immediately prior to the effective time of the Partnership Merger was (i) automatically converted into the right to receive a number of newly issued common units in Public Storage OP, L.P., equal to the Exchange Ratio or (ii), at the election of holders of Class A OP Units, redeemed in exchange for one newly issued unit in NSA OP JV, LLC which holds 80% of the equity of the joint venture with Public Storage that holds certain identified real estate assets contributed by the Partnership.
F3: N/A.
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 |
|---|---|---|---|---|---|---|
| November 10, 2017 Filed Nov 13, 2017 19:20 UTC | ESSEX PROPERTY TRUST, INC. ESS · Entity 3275 | Exercise / conversionCommon Stock | 334 | $152.63 | $50,978.42 |
DisclosureSEC source: 0000920522-17-000095 · wf-form4_151060082398541.xml · nonDerivative · entry 1 SCHALL MICHAEL J · CIK 0001198212 · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 45,097 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 · kind: The transactions reported in this Form 4 were made pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on February 27, 2017. F2 · price: Under the options terms, the maximum value that the reporting person could receive is $100 per share. The value in excess of such amount, $2.87, was remitted to the Issuer by the reporting person in addition to the exercise price of $152.63. Read SEC document |
| October 10, 2017 Filed Oct 11, 2017 18:56 UTC | ESSEX PROPERTY TRUST, INC. ESS · Entity 3275 | Exercise / conversionStock Option (Right to Purchase) · Derivative | 333 | $0.00 Strike: $152.63 | $0.00 |
DisclosureSEC source: 0000920522-17-000086 · wf-form4_150774817532285.xml · derivative · entry 4 SCHALL MICHAEL J · CIK 0001198212 · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 333 shares Expires 2023-12-10 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 · kind: The transactions reported in this Form 4 were made pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on February 27, 2017. F3 · derivative.exercise_date: Vests 20% on December 10, 2014 and 1/60th on each monthly anniversary thereafter over four years. Read SEC document |
| October 10, 2017 Filed Oct 11, 2017 18:56 UTC | ESSEX PROPERTY TRUST, INC. ESS · Entity 3275 | SaleCommon Stock | 333 | $257.92 | $85,887.36 |
DisclosureSEC source: 0000920522-17-000086 · wf-form4_150774817532285.xml · nonDerivative · entry 2 SCHALL MICHAEL J · CIK 0001198212 · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 44,763 F1 · kind: The transactions reported in this Form 4 were made pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on February 27, 2017. Read SEC document |
| October 10, 2017 Filed Oct 11, 2017 18:56 UTC | ESSEX PROPERTY TRUST, INC. ESS · Entity 3275 | Exercise / conversionCommon Stock | 333 | $152.63 | $50,825.79 |
DisclosureSEC source: 0000920522-17-000086 · wf-form4_150774817532285.xml · nonDerivative · entry 1 SCHALL MICHAEL J · CIK 0001198212 · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 45,096 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 · kind: The transactions reported in this Form 4 were made pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on February 27, 2017. F2 · price: Under the options terms, the maximum value that the reporting person could receive is $100 per share. The value in excess of such amount, $5.29, was remitted to the Issuer by the reporting person in addition to the exercise price of $152.63. Read SEC document |
| September 11, 2017 Filed Sep 12, 2017 20:56 UTC | ESSEX PROPERTY TRUST, INC. ESS · Entity 3275 | Exercise / conversionStock Option (Right to Purchase) · Derivative | 334 | $0.00 Strike: $152.63 | $0.00 |
DisclosureSEC source: 0000920522-17-000079 · wf-form4_150524976862680.xml · derivative · entry 4 SCHALL MICHAEL J · CIK 0001198212 · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 334 shares Expires 2023-12-10 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 · kind: The transactions reported in this Form 4 were made pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on May 12, 2016. F3 · derivative.exercise_date: Vests 20% on December 10, 2014 and 1/60th on each monthly anniversary thereafter over four years. Read SEC document |
| September 11, 2017 Filed Sep 12, 2017 20:56 UTC | ESSEX PROPERTY TRUST, INC. ESS · Entity 3275 | SaleCommon Stock | 334 | $267.02 | $89,184.68 |
DisclosureSEC source: 0000920522-17-000079 · wf-form4_150524976862680.xml · nonDerivative · entry 2 SCHALL MICHAEL J · CIK 0001198212 · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 44,763 F1 · kind: The transactions reported in this Form 4 were made pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on May 12, 2016. Read SEC document |
| September 11, 2017 Filed Sep 12, 2017 20:56 UTC | ESSEX PROPERTY TRUST, INC. ESS · Entity 3275 | Exercise / conversionCommon Stock | 334 | $152.63 | $50,978.42 |
DisclosureSEC source: 0000920522-17-000079 · wf-form4_150524976862680.xml · nonDerivative · entry 1 SCHALL MICHAEL J · CIK 0001198212 · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 45,097 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 · kind: The transactions reported in this Form 4 were made pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on May 12, 2016. F2 · price: Under the options terms, the maximum value that the reporting person could receive is $100 per share. The value in excess of such amount, $14.39, was remitted to the Issuer by the reporting person in addition to the exercise price of $152.63. Read SEC document |
| August 15, 2017 Filed Jan 17, 2018 18:06 UTC | ESSEX PROPERTY TRUST, INC. ESS · Entity 3275 | GiftCommon Stock | 1,000 | $265.08 | $265,080.00 |
DisclosureSEC source: 0000920522-18-000002 · wf-form4_151621239027307.xml · nonDerivative · entry 1 SCHALL MICHAEL J · CIK 0001198212 · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 45,985 F1 · balance_after: As of January 17, 2018. Read SEC document |
| August 10, 2017 Filed Aug 11, 2017 21:01 UTC | ESSEX PROPERTY TRUST, INC. ESS · Entity 3275 | Exercise / conversionStock Option (Right to Purchase) · Derivative | 333 | $0.00 Strike: $152.63 | $0.00 |
DisclosureSEC source: 0000920522-17-000069 · wf-form4_150248526375742.xml · derivative · entry 4 SCHALL MICHAEL J · CIK 0001198212 · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 333 shares Expires 2023-12-10 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 · kind: The transactions reported in this Form 4 were made pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on May 12, 2016. F3 · derivative.exercise_date: Vests 20% on December 10, 2014 and 1/60th on each monthly anniversary thereafter over four years. Read SEC document |
| August 10, 2017 Filed Aug 11, 2017 21:01 UTC | ESSEX PROPERTY TRUST, INC. ESS · Entity 3275 | SaleCommon Stock | 333 | $263.97 | $87,902.01 |
DisclosureSEC source: 0000920522-17-000069 · wf-form4_150248526375742.xml · nonDerivative · entry 2 SCHALL MICHAEL J · CIK 0001198212 · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 44,763 F1 · kind: The transactions reported in this Form 4 were made pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on May 12, 2016. Read SEC document |
| August 10, 2017 Filed Aug 11, 2017 21:01 UTC | ESSEX PROPERTY TRUST, INC. ESS · Entity 3275 | Exercise / conversionCommon Stock | 333 | $152.63 | $50,825.79 |
DisclosureSEC source: 0000920522-17-000069 · wf-form4_150248526375742.xml · nonDerivative · entry 1 SCHALL MICHAEL J · CIK 0001198212 · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 45,096 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 · kind: The transactions reported in this Form 4 were made pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on May 12, 2016. F2 · price: Under the options terms, the maximum value that the reporting person could receive is $100 per share. The value in excess of such amount, $11.34, was remitted to the Issuer by the reporting person in addition to the exercise price of $152.63. Read SEC document |
| July 10, 2017 Filed Jul 11, 2017 20:44 UTC | ESSEX PROPERTY TRUST, INC. ESS · Entity 3275 | Exercise / conversionStock Option (Right to Purchase) · Derivative | 333 | $0.00 Strike: $152.63 | $0.00 |
DisclosureSEC source: 0000920522-17-000057 · wf-form4_149980587603453.xml · derivative · entry 4 SCHALL MICHAEL J · CIK 0001198212 · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 333 shares Expires 2023-12-10 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 · kind: The transactions reported in this Form 4 were made pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on May 12, 2016. F3 · derivative.exercise_date: Vests 20% on December 10, 2014 and 1/60th on each monthly anniversary thereafter over four years. Read SEC document |
| July 10, 2017 Filed Jul 11, 2017 20:44 UTC | ESSEX PROPERTY TRUST, INC. ESS · Entity 3275 | SaleCommon Stock | 333 | $256.06 | $85,267.98 |
DisclosureSEC source: 0000920522-17-000057 · wf-form4_149980587603453.xml · nonDerivative · entry 2 SCHALL MICHAEL J · CIK 0001198212 · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 44,763 F1 · kind: The transactions reported in this Form 4 were made pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on May 12, 2016. Read SEC document |
| July 10, 2017 Filed Jul 11, 2017 20:44 UTC | ESSEX PROPERTY TRUST, INC. ESS · Entity 3275 | Exercise / conversionCommon Stock | 333 | $152.63 | $50,825.79 |
DisclosureSEC source: 0000920522-17-000057 · wf-form4_149980587603453.xml · nonDerivative · entry 1 SCHALL MICHAEL J · CIK 0001198212 · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 45,096 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 · kind: The transactions reported in this Form 4 were made pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on May 12, 2016. F2 · price: Under the options terms, the maximum value that the reporting person could receive is $100 per share. The value in excess of such amount, $3.43, was remitted to the Issuer by the reporting person in addition to the exercise price of $152.63. Read SEC document |
| June 12, 2017 Filed Jun 12, 2017 21:02 UTC | ESSEX PROPERTY TRUST, INC. ESS · Entity 3275 | Exercise / conversionStock Option (Right to Purchase) · Derivative | 334 | $0.00 Strike: $152.63 | $0.00 |
DisclosureSEC source: 0000920522-17-000055 · wf-form4_149730132563056.xml · derivative · entry 4 SCHALL MICHAEL J · CIK 0001198212 · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 334 shares Expires 2023-12-10 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 · kind: The transactions reported in this Form 4 were made pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on May 12, 2016. F3 · derivative.exercise_date: Vests 20% on December 10, 2014 and 1/60th on each monthly anniversary thereafter over four years. Read SEC document |
| June 12, 2017 Filed Jun 12, 2017 21:02 UTC | ESSEX PROPERTY TRUST, INC. ESS · Entity 3275 | SaleCommon Stock | 334 | $263.00 | $87,842.00 |
DisclosureSEC source: 0000920522-17-000055 · wf-form4_149730132563056.xml · nonDerivative · entry 2 SCHALL MICHAEL J · CIK 0001198212 · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 44,763 F1 · kind: The transactions reported in this Form 4 were made pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on May 12, 2016. Read SEC document |
| June 12, 2017 Filed Jun 12, 2017 21:02 UTC | ESSEX PROPERTY TRUST, INC. ESS · Entity 3275 | Exercise / conversionCommon Stock | 334 | $152.63 | $50,978.42 |
DisclosureSEC source: 0000920522-17-000055 · wf-form4_149730132563056.xml · nonDerivative · entry 1 SCHALL MICHAEL J · CIK 0001198212 · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 45,097 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 · kind: The transactions reported in this Form 4 were made pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on May 12, 2016. F2 · price: Under the options terms, the maximum value that the reporting person could receive is $100 per share. The value in excess of such amount, $10.37, was remitted to the Issuer by the reporting person in addition to the exercise price of $152.63. Read SEC document |
| May 12, 2017 Filed May 12, 2017 20:45 UTC | ESSEX PROPERTY TRUST, INC. ESS · Entity 3275 | Exercise / conversionStock Option (Right to Purchase) · Derivative | 13,668 | $0.00 Strike: $152.63 | $0.00 |
DisclosureSEC source: 0000920522-17-000033 · wf-form4_149462189217871.xml · derivative · entry 4 SCHALL MICHAEL J · CIK 0001198212 · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 13,668 shares Expires 2023-12-10 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 · kind: The transactions reported in this Form 4 were made pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on May 12, 2016. F4 · derivative.exercise_date: Vests 20% on December 10, 2014 and 1/60th on each monthly anniversary thereafter over four years. Read SEC document |
| May 12, 2017 Filed May 12, 2017 20:45 UTC | ESSEX PROPERTY TRUST, INC. ESS · Entity 3275 | SaleCommon Stock | 13,668 | $252.63 | $3,452,946.84 |
DisclosureSEC source: 0000920522-17-000033 · wf-form4_149462189217871.xml · nonDerivative · entry 2 SCHALL MICHAEL J · CIK 0001198212 · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 44,763 F1 · kind: The transactions reported in this Form 4 were made pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on May 12, 2016. Read SEC document |
| May 12, 2017 Filed May 12, 2017 20:45 UTC | ESSEX PROPERTY TRUST, INC. ESS · Entity 3275 | Exercise / conversionCommon Stock | 13,668 | $152.63 | $2,086,146.84 |
DisclosureSEC source: 0000920522-17-000033 · wf-form4_149462189217871.xml · nonDerivative · entry 1 SCHALL MICHAEL J · CIK 0001198212 · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 58,431 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 · kind: The transactions reported in this Form 4 were made pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on May 12, 2016. F2 · price: Under the options terms, the maximum value that the reporting person could receive is $100 per share. Read SEC document |
| March 31, 2017 Filed Apr 3, 2017 18:39 UTC | ESSEX PROPERTY TRUST, INC. ESS · Entity 3275 | Exercise / conversionStock Option (Right to Purchase) · Derivative | 2,458 | $0.00 Strike: $132.03 | $0.00 |
DisclosureSEC source: 0000920522-17-000020 · wf-form4_149124472726433.xml · derivative · entry 6 SCHALL MICHAEL J · CIK 0001198212 · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,542 Underlying: Common Stock · 2,458 shares Expires 2021-12-06 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · kind: The transactions reported in this Form 4 were made pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on May 12, 2016. F5 · derivative.exercise_date: Vested 10% on December 6, 2011, and 20% on each annual anniversary thereafter. Read SEC document |
| March 31, 2017 Filed Apr 3, 2017 18:39 UTC | ESSEX PROPERTY TRUST, INC. ESS · Entity 3275 | Exercise / conversionStock Option (Right to Purchase) · Derivative | 15,000 | $0.00 Strike: $143.03 | $0.00 |
DisclosureSEC source: 0000920522-17-000020 · wf-form4_149124472726433.xml · derivative · entry 5 SCHALL MICHAEL J · CIK 0001198212 · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,500 Underlying: Common Stock · 15,000 shares Expires 2019-12-11 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 · kind: The transactions reported in this Form 4 were made pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on May 12, 2016. F4 · derivative.exercise_date: Vested 10% on December 11, 2012, and 20% on each annual anniversary thereafter. Read SEC document |
| March 31, 2017 Filed Apr 3, 2017 18:39 UTC | ESSEX PROPERTY TRUST, INC. ESS · Entity 3275 | SaleCommon Stock | 2,458 | $232.03 | $570,329.74 |
DisclosureSEC source: 0000920522-17-000020 · wf-form4_149124472726433.xml · nonDerivative · entry 4 SCHALL MICHAEL J · CIK 0001198212 · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 44,763 F1 · kind: The transactions reported in this Form 4 were made pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on May 12, 2016. Read SEC document |
| March 31, 2017 Filed Apr 3, 2017 18:39 UTC | ESSEX PROPERTY TRUST, INC. ESS · Entity 3275 | SaleCommon Stock | 15,000 | $232.01 | $3,480,150.00 |
DisclosureSEC source: 0000920522-17-000020 · wf-form4_149124472726433.xml · nonDerivative · entry 3 SCHALL MICHAEL J · CIK 0001198212 · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 47,221 F1 · kind: The transactions reported in this Form 4 were made pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on May 12, 2016. Read SEC document |
| March 31, 2017 Filed Apr 3, 2017 18:39 UTC | ESSEX PROPERTY TRUST, INC. ESS · Entity 3275 | Exercise / conversionCommon Stock | 2,458 | $132.03 | $324,529.74 |
DisclosureSEC source: 0000920522-17-000020 · wf-form4_149124472726433.xml · nonDerivative · entry 2 SCHALL MICHAEL J · CIK 0001198212 · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 62,221 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 · kind: The transactions reported in this Form 4 were made pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on May 12, 2016. F3 · price: Under the options terms, the maximum value that the reporting person could receive is $100 per share. Read SEC document |
| March 31, 2017 Filed Apr 3, 2017 18:39 UTC | ESSEX PROPERTY TRUST, INC. ESS · Entity 3275 | Exercise / conversionCommon Stock | 15,000 | $143.03 | $2,145,450.00 |
DisclosureSEC source: 0000920522-17-000020 · wf-form4_149124472726433.xml · nonDerivative · entry 1 SCHALL MICHAEL J · CIK 0001198212 · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 59,763 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 · kind: The transactions reported in this Form 4 were made pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on May 12, 2016. F2 · price: Under the options terms, the maximum value that the reporting person could receive is $75 per share. The value in excess of such amount, $13.98, was remitted to the Issuer by the reporting person in addition to the exercise price of $143.03. Read SEC document |
| January 01, 2017 Filed Jan 5, 2017 00:53 UTC | Pebblebrook Hotel Trust PEB · Entity 4520 | GrantCommon Shares | 4,988 | $30.07 | $149,989.16 |
DisclosureSEC source: 0001209191-17-001553 · doc4.xml · nonDerivative · entry 1 SCHALL MICHAEL J · CIK 0001198212 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 25,401 F1 · price: Payment of annual retainer fee for serving on the Board of Trustees of Pebblebrook Hotel Trust in 2016. Per-share value is the average of the closing prices for the Company's common shares on the New York Stock Exchange for the ten trading days preceding the date of payment. F2 · balance_after: The reporting person disclaims beneficial ownership with respect to one-half of all but 500 of these shares. Read SEC document |
| December 08, 2016 Filed Dec 9, 2016 19:12 UTC | ESSEX PROPERTY TRUST, INC. ESS · Entity 3275 | GrantStock Option (Right to Purchase) · Derivative | 54,241 | $0.00 Strike: $219.22 | $0.00 |
DisclosureSEC source: 0000920522-16-000144 · wf-form4_148131075371859.xml · derivative · entry 3 SCHALL MICHAEL J · CIK 0001198212 · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 54,241 Underlying: Common Stock · 54,241 shares Expires 2026-12-08 F3 · security: 33% of these options vest on each anniversary starting on December 8, 2017 and ending on December 8, 2019. Stock options are subject to a $100 cap upon exercise. Read SEC document |
| December 08, 2016 Filed Dec 9, 2016 19:12 UTC | ESSEX PROPERTY TRUST, INC. ESS · Entity 3275 | GrantCommon Stock | 1,437 | $0.00 | $0.00 |
DisclosureSEC source: 0000920522-16-000144 · wf-form4_148131075371859.xml · nonDerivative · entry 2 SCHALL MICHAEL J · CIK 0001198212 · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 44,763 F2 · shares: Represents restricted stock units that vest 100% on the third anniversary of December 8, 2016, subject to continued employment through such date. In accordance with the applicable Form 4 reporting requirements, the foregoing excludes 1,437 restricted stock units also granted on December 8, 2016 that are scheduled to vest 100% on the third anniversary of December 8, 2016, subject to continued employment through such date and the achievement of certain performance criteria based on the Issuer's relative total return to shareholders measured against an industry-specific index through December 8, 2019. Read SEC document |
| December 08, 2016 Filed Dec 9, 2016 19:12 UTC | ESSEX PROPERTY TRUST, INC. ESS · Entity 3275 | GrantCommon Stock | 2,372 | $0.00 | $0.00 |
DisclosureSEC source: 0000920522-16-000144 · wf-form4_148131075371859.xml · nonDerivative · entry 1 SCHALL MICHAEL J · CIK 0001198212 · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 43,326 F1 · shares: Represents restricted stock units that are fully vested as of the grant date and are subject to restrictions on transfer for the three-year period following the date of grant. In accordance with applicable Form 4 reporting requirements, the foregoing excludes 2,372 restricted stock units also granted on December 8, 2016, that may be earned subject to achievement of certain performance criteria based on the Issuer's relative total return to shareholders measured against an industry-specific index through December 8, 2019. 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.