Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| American Homes 4 RentAMH · Entity 3392 | Director | August 26, 2022 | August 26, 2022 |
| Extra Space Storage Inc.EXR · Entity 3142 | Director | May 14, 2026 | May 18, 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.
American Homes 4 Rent
Report date August 26, 2022 · Filed August 26, 2022
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Common SharesSEC Table I · non-derivative | Direct | 30,128 |
Reported balance
After 2022-08-26 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2022-08-26 · Exercise / conversion · Acquired 10,000 · Balance 30,128 |
| Class A Common SharesSEC Table I · non-derivative | Direct | 20,128 |
Reported balance
After 2022-08-26 transaction · row 2
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 2 · 2022-08-26 · Sale · Disposed 10,000 · Balance 20,128 F1: Includes 3,264 restricted share units, each representing a contingent right to receive one Class A Common Share. Restricted share units vest in full one year from the date of grant. |
| Employee Stock Option (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $15.00 · Expires 2022-11-29 | Direct | 0 |
Reported balance
After 2022-08-26 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2022-08-26 · Exercise / conversion · Disposed 10,000 · Balance 0 F2: Options become exercisable in four equal annual installments beginning on the "Date Exercisable" indicated. |
Filing footnotes · ownership attribution and instrument terms
F1: Includes 3,264 restricted share units, each representing a contingent right to receive one Class A Common Share. Restricted share units vest in full one year from the date of grant.
F2: Options become exercisable in four equal annual installments beginning on the "Date Exercisable" indicated.
Extra Space Storage Inc.
Report date May 14, 2026 · Filed May 18, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 407,088 |
Reported balance
After 2026-05-14 transaction · row 1
1 source rowRow 1 · 2026-05-14 · Grant · Acquired 1,407 · Balance 407,088 F1: Stock awards vest over one year on the anniversary of the grant date. |
Filing footnotes · ownership attribution and instrument terms
F1: Stock awards vest over one year on the anniversary of 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 |
|---|---|---|---|---|---|---|
| May 14, 2026 Filed May 18, 2026 17:52 UTC | Extra Space Storage Inc. EXR · Entity 3142 | GrantCommon Stock | 1,407 | $142.19 | $200,061.33 |
DisclosureSEC source: 0001628280-26-036092 · wk-form4_1779141132.xml · nonDerivative · entry 1 Woolley Kenneth M. · CIK 0001299642 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 407,088 F1 · shares: Stock awards vest over one year on the anniversary of the grant date. Read SEC document |
| May 21, 2025 Filed May 23, 2025 13:10 UTC | Extra Space Storage Inc. EXR · Entity 3142 | GrantCommon Stock | 1,375 | $145.41 | $199,938.75 |
DisclosureSEC source: 0001628280-25-027484 · wk-form4_1748020198.xml · nonDerivative · entry 1 Woolley Kenneth M. · CIK 0001299642 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 405,681 F1 · shares: Stock awards vest over one year on the anniversary of the grant date. Read SEC document |
| September 13, 2024 Filed Sep 16, 2024 17:44 UTC | Extra Space Storage Inc. EXR · Entity 3142 | Exercise / conversionStock Options · Derivative | 5,065 | $177.23 Strike: $85.99 | $897,669.95 |
DisclosureSEC source: 0001628280-24-040550 · wk-form4_1726523051.xml · derivative · entry 6 Woolley Kenneth M. · CIK 0001299642 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 5,065 shares Expires 2026-02-22 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 · derivative.exercise_date: Stock options vest 25% annually over four years, beginning on the first anniversary of the grant date. The grant date was 2/22/2016. Read SEC document |
| September 13, 2024 Filed Sep 16, 2024 17:44 UTC | Extra Space Storage Inc. EXR · Entity 3142 | Exercise / conversionStock Options · Derivative | 1,582 | $177.23 Strike: $65.36 | $280,377.86 |
DisclosureSEC source: 0001628280-24-040550 · wk-form4_1726523051.xml · derivative · entry 5 Woolley Kenneth M. · CIK 0001299642 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,065 Underlying: Common Stock · 1,582 shares Expires 2025-02-24 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 · derivative.exercise_date: Stock options vest 25% annually over four years, beginning on the first anniversary of the grant date. The grant date was 2/24/2015. Read SEC document |
| September 13, 2024 Filed Sep 16, 2024 17:44 UTC | Extra Space Storage Inc. EXR · Entity 3142 | SaleCommon Stock | 5,065 | $177.23 | $897,669.95 |
DisclosureSEC source: 0001628280-24-040550 · wk-form4_1726523051.xml · nonDerivative · entry 4 Woolley Kenneth M. · CIK 0001299642 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 404,306 Read SEC document |
| September 13, 2024 Filed Sep 16, 2024 17:44 UTC | Extra Space Storage Inc. EXR · Entity 3142 | Exercise / conversionCommon Stock | 5,065 | $85.99 | $435,539.35 |
DisclosureSEC source: 0001628280-24-040550 · wk-form4_1726523051.xml · nonDerivative · entry 3 Woolley Kenneth M. · CIK 0001299642 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 409,371 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 |
| September 13, 2024 Filed Sep 16, 2024 17:44 UTC | Extra Space Storage Inc. EXR · Entity 3142 | SaleCommon Stock | 1,582 | $177.23 | $280,377.86 |
DisclosureSEC source: 0001628280-24-040550 · wk-form4_1726523051.xml · nonDerivative · entry 2 Woolley Kenneth M. · CIK 0001299642 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 404,306 Read SEC document |
| September 13, 2024 Filed Sep 16, 2024 17:44 UTC | Extra Space Storage Inc. EXR · Entity 3142 | Exercise / conversionCommon Stock | 1,582 | $65.36 | $103,399.52 |
DisclosureSEC source: 0001628280-24-040550 · wk-form4_1726523051.xml · nonDerivative · entry 1 Woolley Kenneth M. · CIK 0001299642 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 405,888 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 |
| May 23, 2024 Filed May 28, 2024 17:08 UTC | Extra Space Storage Inc. EXR · Entity 3142 | GrantCommon Stock | 1,402 | $142.63 | $199,967.26 |
DisclosureSEC source: 0001628280-24-025450 · wk-form4_1716930489.xml · nonDerivative · entry 1 Woolley Kenneth M. · CIK 0001299642 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 404,306 F1 · shares: Stock awards vest over one year on the anniversary of the grant date. Read SEC document |
| May 24, 2023 Filed May 26, 2023 19:33 UTC | Extra Space Storage Inc. EXR · Entity 3142 | GrantCommon Stock | 1,093 | $146.46 | $160,080.78 |
DisclosureSEC source: 0001628280-23-020005 · wf-form4_168514401735351.xml · nonDerivative · entry 1 Woolley Kenneth M. · CIK 0001299642 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 402,904 F1 · shares: Stock awards vest over one year on the anniversary of the grant date. Read SEC document |
| August 26, 2022 Filed Aug 26, 2022 20:11 UTC | American Homes 4 Rent AMH · Entity 3392 | Exercise / conversionEmployee Stock Option (Right to Buy) · Derivative | 10,000 | $0.00 Strike: $15.00 | $0.00 |
DisclosureSEC source: 0001562401-22-000100 · wf-form4_166155906898537.xml · derivative · entry 3 Woolley Kenneth M. · CIK 0001299642 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Class A Common Shares · 10,000 shares Expires 2022-11-29 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 · derivative.exercise_date: Options become exercisable in four equal annual installments beginning on the "Date Exercisable" indicated. Read SEC document |
| August 26, 2022 Filed Aug 26, 2022 20:11 UTC | American Homes 4 Rent AMH · Entity 3392 | SaleClass A Common Shares | 10,000 | $36.69 | $366,900.00 |
DisclosureSEC source: 0001562401-22-000100 · wf-form4_166155906898537.xml · nonDerivative · entry 2 Woolley Kenneth M. · CIK 0001299642 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,128 F1 · balance_after: Includes 3,264 restricted share units, each representing a contingent right to receive one Class A Common Share. Restricted share units vest in full one year from the date of grant. Read SEC document |
| August 26, 2022 Filed Aug 26, 2022 20:11 UTC | American Homes 4 Rent AMH · Entity 3392 | Exercise / conversionClass A Common Shares | 10,000 | $15.00 | $150,000.00 |
DisclosureSEC source: 0001562401-22-000100 · wf-form4_166155906898537.xml · nonDerivative · entry 1 Woolley Kenneth M. · CIK 0001299642 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 30,128 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 |
| May 25, 2022 Filed May 27, 2022 16:45 UTC | Extra Space Storage Inc. EXR · Entity 3142 | GrantCommon Stock | 928 | $172.45 | $160,033.60 |
DisclosureSEC source: 0001628280-22-015630 · wf-form4_165368433917461.xml · nonDerivative · entry 1 Woolley Kenneth M. · CIK 0001299642 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 401,811 F1 · shares: Stock awards vest over one year on the anniversary of the grant date. Read SEC document |
| May 03, 2022 Filed May 4, 2022 19:29 UTC | American Homes 4 Rent AMH · Entity 3392 | GrantClass A Common Shares | 3,264 | $0.00 | $0.00 |
DisclosureSEC source: 0001562401-22-000067 · wf-form4_165170684561648.xml · nonDerivative · entry 1 Woolley Kenneth M. · CIK 0001299642 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,128 F1 · balance_after: Includes 6,666 restricted share units, each representing a contingent right to receive one Class A Common Share. Restricted share units vest in full one year from the date of grant. Read SEC document |
| March 07, 2022 Filed Mar 9, 2022 16:41 UTC | Extra Space Storage Inc. EXR · Entity 3142 | PurchaseCommon Stock | 10,500 | $200.75 | $2,107,875.00 |
DisclosureSEC source: 0001179110-22-002093 · edgar.xml · nonDerivative · entry 2 Woolley Kenneth M. · CIK 0001299642 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 400,883 Read SEC document |
| March 07, 2022 Filed Mar 9, 2022 16:41 UTC | Extra Space Storage Inc. EXR · Entity 3142 | GiftCommon Stock | 10,500 | $199.86 | $2,098,530.00 |
DisclosureSEC source: 0001179110-22-002093 · edgar.xml · nonDerivative · entry 1 Woolley Kenneth M. · CIK 0001299642 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 390,383 Read SEC document |
| December 28, 2021 Filed Feb 1, 2022 17:19 UTC | Extra Space Storage Inc. EXR · Entity 3142 | GiftCommon Stock | 487 | $222.61 | $108,411.07 |
DisclosureSEC source: 0001179110-22-000676 · edgar.xml · nonDerivative · entry 4 Woolley Kenneth M. · CIK 0001299642 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 404,683 Read SEC document |
| December 23, 2021 Filed Feb 1, 2022 17:19 UTC | Extra Space Storage Inc. EXR · Entity 3142 | GiftCommon Stock | 757 | $217.94 | $164,980.58 |
DisclosureSEC source: 0001179110-22-000676 · edgar.xml · nonDerivative · entry 3 Woolley Kenneth M. · CIK 0001299642 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 405,170 Read SEC document |
| December 20, 2021 Filed Feb 1, 2022 17:19 UTC | Extra Space Storage Inc. EXR · Entity 3142 | GiftCommon Stock | 470 | $213.31 | $100,255.70 |
DisclosureSEC source: 0001179110-22-000676 · edgar.xml · nonDerivative · entry 2 Woolley Kenneth M. · CIK 0001299642 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 405,927 Read SEC document |
| December 17, 2021 Filed Feb 1, 2022 17:19 UTC | Extra Space Storage Inc. EXR · Entity 3142 | GiftCommon Stock | 2,350 | $215.96 | $507,506.00 |
DisclosureSEC source: 0001179110-22-000676 · edgar.xml · nonDerivative · entry 1 Woolley Kenneth M. · CIK 0001299642 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 406,397 Read SEC document |
| November 12, 2021 Filed Nov 15, 2021 16:44 UTC | Extra Space Storage Inc. EXR · Entity 3142 | GiftCommon Stock | 1,300 | $198.26 | $257,738.00 |
DisclosureSEC source: 0001179110-21-010117 · edgar.xml · nonDerivative · entry 1 Woolley Kenneth M. · CIK 0001299642 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 408,747 Read SEC document |
| September 28, 2021 Filed Mar 4, 2022 21:13 UTC | Extra Space Storage Inc. EXR · Entity 3142 | GiftCommon Stock | 1,500 | $169.41 | $254,115.00 |
DisclosureSEC source: 0001104659-22-030776 · tm228491-4_5seq1.xml · nonDerivative · entry 2 Woolley Kenneth M. · CIK 0001299642 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 400,883 Read SEC document |
| August 23, 2021 Filed Mar 4, 2022 21:13 UTC | Extra Space Storage Inc. EXR · Entity 3142 | GiftCommon Stock | 2,300 | $177.65 | $408,595.00 |
DisclosureSEC source: 0001104659-22-030776 · tm228491-4_5seq1.xml · nonDerivative · entry 1 Woolley Kenneth M. · CIK 0001299642 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 402,383 Read SEC document |
| May 26, 2021 Filed May 27, 2021 17:52 UTC | Extra Space Storage Inc. EXR · Entity 3142 | GrantCommon Stock | 883 | $147.29 | $130,057.07 |
DisclosureSEC source: 0001179110-21-006038 · edgar.xml · nonDerivative · entry 1 Woolley Kenneth M. · CIK 0001299642 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 410,047 F1 · shares: Stock awards vest over one year on the anniversary of the grant date. Read SEC document |
| May 06, 2021 Filed May 10, 2021 18:57 UTC | American Homes 4 Rent AMH · Entity 3392 | GrantClass A Common Shares | 3,402 | $0.00 | $0.00 |
DisclosureSEC source: 0001562401-21-000093 · wf-form4_162068744699171.xml · nonDerivative · entry 1 Woolley Kenneth M. · CIK 0001299642 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,864 F1 · balance_after: Includes 3,402 restricted share units, each representing a contingent right to receive one Class A Common Share. Restricted share units vest in full one year from the date of grant. Read SEC document |
| February 16, 2021 Filed Feb 18, 2021 20:27 UTC | Extra Space Storage Inc. EXR · Entity 3142 | Tax withholdingCommon Stock | 318 | $116.80 | $37,142.40 |
DisclosureSEC source: 0001179110-21-001963 · edgar.xml · nonDerivative · entry 1 Woolley Kenneth M. · CIK 0001299642 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 409,164 F1 · shares: Represents shares withheld by the Issuer in payment of the tax liability arising in connection with the settlement of vested restricted stock awards. Restricted stock awards vest 25% annually over four years, beginning on the first anniversary of the grant date 2/15/2017. Read SEC document |
| June 05, 2020 Filed Aug 18, 2020 16:49 UTC | Extra Space Storage Inc. EXR · Entity 3142 | SaleCommon Stock | 97,163 | $104.28 | $10,132,264.52 |
DisclosureSEC source: 0001179110-20-009141 · edgar.xml · nonDerivative · entry 1 Woolley Kenneth M. · CIK 0001299642 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 409,482 Read SEC document |
| May 14, 2020 Filed May 18, 2020 16:23 UTC | Extra Space Storage Inc. EXR · Entity 3142 | GrantCommon Stock | 1,426 | $84.20 | $120,069.20 |
DisclosureSEC source: 0001179110-20-006206 · edgar.xml · nonDerivative · entry 1 Woolley Kenneth M. · CIK 0001299642 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 506,645 F1 · shares: Stock awards vest over one year on the anniversary of the grant date. Read SEC document |
| May 07, 2020 Filed May 11, 2020 21:17 UTC | American Homes 4 Rent AMH · Entity 3392 | GrantClass A Common Shares | 3,956 | $0.00 | $0.00 |
DisclosureSEC source: 0001562401-20-000095 · wf-form4_158924624417895.xml · nonDerivative · entry 1 Woolley Kenneth M. · CIK 0001299642 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,462 F1 · shares: Restricted share units vest in full one year from grant. Read SEC document |
| March 04, 2020 Filed Mar 5, 2020 16:47 UTC | Extra Space Storage Inc. EXR · Entity 3142 | SaleCommon Stock | 80,000 | $107.63 | $8,610,744.00 |
DisclosureSEC source: 0001179110-20-003158 · edgar.xml · nonDerivative · entry 1 Woolley Kenneth M. · CIK 0001299642 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 505,219 Read SEC document |
| February 25, 2020 Filed Feb 25, 2020 19:43 UTC | Extra Space Storage Inc. EXR · Entity 3142 | SaleCommon Stock | 106,010 | $106.41 | $11,280,524.10 |
DisclosureSEC source: 0001179110-20-002326 · edgar.xml · nonDerivative · entry 3 Woolley Kenneth M. · CIK 0001299642 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 585,219 Read SEC document |
| February 24, 2020 Filed Feb 25, 2020 19:43 UTC | Extra Space Storage Inc. EXR · Entity 3142 | SaleCommon Stock | 93,990 | $109.10 | $10,254,309.00 |
DisclosureSEC source: 0001179110-20-002326 · edgar.xml · nonDerivative · entry 2 Woolley Kenneth M. · CIK 0001299642 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 691,229 Read SEC document |
| February 24, 2020 Filed Feb 25, 2020 19:43 UTC | Extra Space Storage Inc. EXR · Entity 3142 | Tax withholdingCommon Stock | 743 | $108.92 | $80,927.56 |
DisclosureSEC source: 0001179110-20-002326 · edgar.xml · nonDerivative · entry 1 Woolley Kenneth M. · CIK 0001299642 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 785,219 F1 · shares: Represents shares withheld by the Issuer in payment of the tax liability arising in connection with the settlement of vested restricted stock awards. Restricted stock awards vest 25% annually over four years, beginning on the first anniversary of the grant date 2/22/2016. Read SEC document |
| February 18, 2020 Filed Feb 19, 2020 17:37 UTC | Extra Space Storage Inc. EXR · Entity 3142 | Tax withholdingCommon Stock | 284 | $115.62 | $32,836.08 |
DisclosureSEC source: 0001179110-20-001893 · edgar.xml · nonDerivative · entry 1 Woolley Kenneth M. · CIK 0001299642 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 785,962 F1 · shares: Represents shares withheld by the Issuer in payment of the tax liability arising in connection with the settlement of vested restricted stock awards. Restricted stock awards vest 25% annually over four years, beginning on the first anniversary of the grant date 2/15/2017. Read SEC document |
| February 13, 2020 Filed Feb 14, 2020 18:58 UTC | Extra Space Storage Inc. EXR · Entity 3142 | Tax withholdingCommon Stock | 1,855 | $112.32 | $208,353.60 |
DisclosureSEC source: 0001179110-20-001679 · edgar.xml · nonDerivative · entry 2 Woolley Kenneth M. · CIK 0001299642 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 786,246 F2 · shares: Represents shares withheld by the Issuer in payment of the tax liability arising in connection with the settlement of the PSUs. Read SEC document |
| February 12, 2020 Filed Feb 14, 2020 18:58 UTC | Extra Space Storage Inc. EXR · Entity 3142 | GrantCommon Stock | 4,029 | $112.16 | $451,892.64 |
DisclosureSEC source: 0001179110-20-001679 · edgar.xml · nonDerivative · entry 1 Woolley Kenneth M. · CIK 0001299642 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 788,101 F1 · shares: Represents the number of shares of common stock issued upon the vesting of performance stock units (PSUs). Each PSU represented a contingent right to receive shares of the Issuer common stock. The PSUs were originally granted on March 14, 2017 and were eligible to vest based on the Issuer achievement of certain performance objectives during the three-year performance period ending December 31, 2019. On February 12, 2020, the Compensation Committee of the Board of Directors of the Issuer certified the Issuer achievement relative to the applicable performance objectives and approved the vesting of the PSUs with respect to these shares. Read SEC document |
| November 22, 2019 Filed Nov 26, 2019 18:39 UTC | Extra Space Storage Inc. EXR · Entity 3142 | GiftCommon Stock | 4,500 | $105.24 | $473,580.00 |
DisclosureSEC source: 0001179110-19-012095 · edgar.xml · nonDerivative · entry 2 Woolley Kenneth M. · CIK 0001299642 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 784,072 Read SEC document |
| November 19, 2019 Filed Nov 26, 2019 18:39 UTC | Extra Space Storage Inc. EXR · Entity 3142 | GiftCommon Stock | 15,500 | $106.49 | $1,650,595.00 |
DisclosureSEC source: 0001179110-19-012095 · edgar.xml · nonDerivative · entry 1 Woolley Kenneth M. · CIK 0001299642 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 788,572 Read SEC document |
| May 22, 2019 Filed May 24, 2019 16:39 UTC | Extra Space Storage Inc. EXR · Entity 3142 | GrantCommon Stock | 1,130 | $106.25 | $120,062.50 |
DisclosureSEC source: 0001179110-19-006666 · edgar.xml · nonDerivative · entry 1 Woolley Kenneth M. · CIK 0001299642 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 804,072 Read SEC document |
| May 13, 2019 Filed May 15, 2019 19:34 UTC | Extra Space Storage Inc. EXR · Entity 3142 | OtherPrepaid Variable Forward Contract · Derivative | 300,000 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001179110-19-006122 · edgar.xml · derivative · entry 1 Woolley Kenneth M. · CIK 0001299642 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 300,000 shares Expires 2019-05-13 F1 · derivative.exercise_price: On May 13, 2019, the reporting person terminated a prepaid variable forward sale contract that was entered into on November 5, 2018 with an unaffiliated third party buyer, for a settlement price of $26,744,640 payable by the reporting person. The 2018 contract obligated the reporting person to deliver to the buyer up to 300,000 shares of EXR common stock (or, at the reporting person's election, an equivalent amount of cash based on the market price of EXR common stock at that time) on the maturity date of the contract (May 13, 2019). The reporting person elected to pay the settlement price in cash. F1 · shares: On May 13, 2019, the reporting person terminated a prepaid variable forward sale contract that was entered into on November 5, 2018 with an unaffiliated third party buyer, for a settlement price of $26,744,640 payable by the reporting person. The 2018 contract obligated the reporting person to deliver to the buyer up to 300,000 shares of EXR common stock (or, at the reporting person's election, an equivalent amount of cash based on the market price of EXR common stock at that time) on the maturity date of the contract (May 13, 2019). The reporting person elected to pay the settlement price in cash. F1 · price: On May 13, 2019, the reporting person terminated a prepaid variable forward sale contract that was entered into on November 5, 2018 with an unaffiliated third party buyer, for a settlement price of $26,744,640 payable by the reporting person. The 2018 contract obligated the reporting person to deliver to the buyer up to 300,000 shares of EXR common stock (or, at the reporting person's election, an equivalent amount of cash based on the market price of EXR common stock at that time) on the maturity date of the contract (May 13, 2019). The reporting person elected to pay the settlement price in cash. Read SEC document |
| May 09, 2019 Filed May 9, 2019 20:59 UTC | American Homes 4 Rent AMH · Entity 3392 | GrantClass A Common Shares | 3,173 | $0.00 | $0.00 |
DisclosureSEC source: 0001562401-19-000084 · wf-form4_155744996253465.xml · nonDerivative · entry 1 Woolley Kenneth M. · CIK 0001299642 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,506 F1 · shares: Restricted share units vest in full one year from the date of grant. Read SEC document |
| March 06, 2019 Filed Mar 7, 2019 17:18 UTC | Extra Space Storage Inc. EXR · Entity 3142 | Exercise / conversionStock Options · Derivative | 4,250 | $47.50 Strike: $47.50 | $201,875.00 |
DisclosureSEC source: 0001179110-19-003537 · edgar.xml · derivative · entry 6 Woolley Kenneth M. · CIK 0001299642 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,647 Underlying: Common Stock · 4,250 shares Expires 2024-02-19 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 · derivative.exercise_date: Stock options vest 25% annually over four years, beginning on the first anniversary of the grant date. The grant date was 2/19/2014. Read SEC document |
| March 06, 2019 Filed Mar 7, 2019 17:18 UTC | Extra Space Storage Inc. EXR · Entity 3142 | Exercise / conversionStock Options · Derivative | 4,748 | $65.36 Strike: $65.36 | $310,329.28 |
DisclosureSEC source: 0001179110-19-003537 · edgar.xml · derivative · entry 5 Woolley Kenneth M. · CIK 0001299642 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,897 Underlying: Common Stock · 4,748 shares Expires 2025-02-24 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 · derivative.exercise_date: Stock options vest 25% annually over four years, beginning on the first anniversary of the grant date. The grant date was 2/24/2015. Read SEC document |
| March 06, 2019 Filed Mar 7, 2019 17:18 UTC | Extra Space Storage Inc. EXR · Entity 3142 | SaleCommon Stock | 8,998 | $98.10 | $882,659.71 |
DisclosureSEC source: 0001179110-19-003537 · edgar.xml · nonDerivative · entry 4 Woolley Kenneth M. · CIK 0001299642 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 802,942 Read SEC document |
| March 06, 2019 Filed Mar 7, 2019 17:18 UTC | Extra Space Storage Inc. EXR · Entity 3142 | Exercise / conversionCommon Stock | 4,250 | $47.50 | $201,875.00 |
DisclosureSEC source: 0001179110-19-003537 · edgar.xml · nonDerivative · entry 3 Woolley Kenneth M. · CIK 0001299642 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 811,940 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 |
| March 06, 2019 Filed Mar 7, 2019 17:18 UTC | Extra Space Storage Inc. EXR · Entity 3142 | Exercise / conversionCommon Stock | 4,748 | $65.36 | $310,329.28 |
DisclosureSEC source: 0001179110-19-003537 · edgar.xml · nonDerivative · entry 2 Woolley Kenneth M. · CIK 0001299642 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 807,690 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 |
| March 06, 2019 Filed Mar 7, 2019 17:18 UTC | Extra Space Storage Inc. EXR · Entity 3142 | SaleCommon Stock | 5,783 | $98.01 | $566,786.63 |
DisclosureSEC source: 0001179110-19-003537 · edgar.xml · nonDerivative · entry 1 Woolley Kenneth M. · CIK 0001299642 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 802,942 Read SEC document |
| November 05, 2018 Filed Nov 7, 2018 18:53 UTC | Extra Space Storage Inc. EXR · Entity 3142 | OtherPrepaid Variable Forward Contract · Derivative | 300,000 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001179110-18-012652 · edgar.xml · derivative · entry 2 Woolley Kenneth M. · CIK 0001299642 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 300,000 Underlying: Common Stock · 300,000 shares Expires 2019-05-13 F4 · derivative.exercise_price: In a separate transaction on November 5, 2018, solely for the purpose of replacing the 2017 contract described in Footnotes 1, 2, and 3 above, the reporting person entered into another prepaid variable forward sale contract with an unrelated third party buyer. This new contract obligates the reporting person to deliver to the buyer up to 300,000 shares of EXR common stock (or, at the reporting person's election, an equivalent amount of cash based on the market price of EXR common stock at that time) on the maturity date of the contract (May 13, 2019). In exchange for assuming this obligation, the reporting person received a cash payment of $23,130,408. The reporting person pledged 300,000 shares of EXR common stock (the "New Pledged Shares") to secure his obligations under the contract, and retained voting and dividend rights in the New Pledged Shares during the term of the pledge. (continued in footnote 5) F5 · derivative.exercise_price: The number of shares of EXR common stock to be delivered to the buyer on the maturity date would be determined as follows: (a) if the volume weighted average price of EXR common stock on May 13, 2019 (the "Settlement Price") is less than or equal to $79.6254 ( the "Floor Level"), the reporting person will deliver to the buyer all of the New Pledged Shares; (b) if the Settlement Price is between the Floor Level and $97.5174 (the "Cap Level"), the reporting person will deliver to the buyer a number of shares of EXR common stock equal to 300,000 shares multiplied by a fraction, the numerator of which is the Floor Level and the denominator of which is the Settlement Price; (continued in footnote 6) F6 · derivative.exercise_price: and (c) if the Settlement Price is greater than the Cap Level, the reporting person will deliver to the buyer the number of shares of EXR common stock equal to 300,000 shares multiplied by a fraction, the numerator of which is the Floor Level plus the excess of the Settlement Price over the Cap Level, and the denominator of which is the Settlement Price. F4 · shares: In a separate transaction on November 5, 2018, solely for the purpose of replacing the 2017 contract described in Footnotes 1, 2, and 3 above, the reporting person entered into another prepaid variable forward sale contract with an unrelated third party buyer. This new contract obligates the reporting person to deliver to the buyer up to 300,000 shares of EXR common stock (or, at the reporting person's election, an equivalent amount of cash based on the market price of EXR common stock at that time) on the maturity date of the contract (May 13, 2019). In exchange for assuming this obligation, the reporting person received a cash payment of $23,130,408. The reporting person pledged 300,000 shares of EXR common stock (the "New Pledged Shares") to secure his obligations under the contract, and retained voting and dividend rights in the New Pledged Shares during the term of the pledge. (continued in footnote 5) F5 · shares: The number of shares of EXR common stock to be delivered to the buyer on the maturity date would be determined as follows: (a) if the volume weighted average price of EXR common stock on May 13, 2019 (the "Settlement Price") is less than or equal to $79.6254 ( the "Floor Level"), the reporting person will deliver to the buyer all of the New Pledged Shares; (b) if the Settlement Price is between the Floor Level and $97.5174 (the "Cap Level"), the reporting person will deliver to the buyer a number of shares of EXR common stock equal to 300,000 shares multiplied by a fraction, the numerator of which is the Floor Level and the denominator of which is the Settlement Price; (continued in footnote 6) F6 · shares: and (c) if the Settlement Price is greater than the Cap Level, the reporting person will deliver to the buyer the number of shares of EXR common stock equal to 300,000 shares multiplied by a fraction, the numerator of which is the Floor Level plus the excess of the Settlement Price over the Cap Level, and the denominator of which is the Settlement Price. F4 · price: In a separate transaction on November 5, 2018, solely for the purpose of replacing the 2017 contract described in Footnotes 1, 2, and 3 above, the reporting person entered into another prepaid variable forward sale contract with an unrelated third party buyer. This new contract obligates the reporting person to deliver to the buyer up to 300,000 shares of EXR common stock (or, at the reporting person's election, an equivalent amount of cash based on the market price of EXR common stock at that time) on the maturity date of the contract (May 13, 2019). In exchange for assuming this obligation, the reporting person received a cash payment of $23,130,408. The reporting person pledged 300,000 shares of EXR common stock (the "New Pledged Shares") to secure his obligations under the contract, and retained voting and dividend rights in the New Pledged Shares during the term of the pledge. (continued in footnote 5) F5 · price: The number of shares of EXR common stock to be delivered to the buyer on the maturity date would be determined as follows: (a) if the volume weighted average price of EXR common stock on May 13, 2019 (the "Settlement Price") is less than or equal to $79.6254 ( the "Floor Level"), the reporting person will deliver to the buyer all of the New Pledged Shares; (b) if the Settlement Price is between the Floor Level and $97.5174 (the "Cap Level"), the reporting person will deliver to the buyer a number of shares of EXR common stock equal to 300,000 shares multiplied by a fraction, the numerator of which is the Floor Level and the denominator of which is the Settlement Price; (continued in footnote 6) F6 · price: and (c) if the Settlement Price is greater than the Cap Level, the reporting person will deliver to the buyer the number of shares of EXR common stock equal to 300,000 shares multiplied by a fraction, the numerator of which is the Floor Level plus the excess of the Settlement Price over the Cap Level, and the denominator of which is the Settlement Price. 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| November 05, 2018 Filed Nov 7, 2018 18:53 UTC | Extra Space Storage Inc. EXR · Entity 3142 | OtherPrepaid Variable Forward Contract · Derivative | 300,000 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001179110-18-012652 · edgar.xml · derivative · entry 1 Woolley Kenneth M. · CIK 0001299642 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 300,000 shares Expires 2018-11-08 F1 · derivative.exercise_price: On November 5, 2018, the reporting person terminated a prepaid variable forward sale contract that was entered into on November 10, 2017 with an unaffiliated third party buyer, for a negotiated settlement price of $23,130,408 payable by the reporting person. The funds for such termination were obtained, in part, by the reporting person entering into a new prepaid variable forward sale contract (see Footnotes 4, 5, and 6 below). The 2017 contract obligated the reporting person to deliver to the buyer up to 300,000 shares of EXR common stock (or, at the reporting person's election, an equivalent amount of cash based on the market price of EXR common stock at that time) on the maturity date of the contract (November 8, 2018). (continued in Footnote 2). F2 · derivative.exercise_price: In exchange for entering into the 2017 contract and assuming the obligations thereunder, the reporting person received a cash payment of $21,761,337. The reporting person pledged 300,000 shares of EXR common stock (the "2017 Pledged Shares") to secure his obligations under the 2017 contract, and retained voting and dividend rights in the 2017 Pledged Shares during the term of the pledge. The number of shares of EXR common stock to be delivered to the buyer on the maturity date would be determined as follows: (a) if the volume weighted average price of EXR common stock on November 8, 2018 (the "Settlement Price") is less than or equal to $77.0977 ( the "Floor Level"), the reporting person will deliver to the buyer all of the 2017 Pledged Shares; (continued in Footnote 3) F3 · derivative.exercise_price: (b) if the Settlement Price is between the Floor Level and $94.2305 (the "Cap Level"), the reporting person will deliver to the buyer a number of shares of EXR common stock equal to 300,000 shares multiplied by a fraction, the numerator of which is the Floor Level and the denominator of which is the Settlement Price; and (c) if the Settlement Price is greater than the Cap Level, the reporting person will deliver to the buyer the number of shares of EXR common stock equal to 300,000 shares multiplied by a fraction, the numerator of which is the Floor Level plus the excess of the Settlement Price over the Cap Level, and the denominator of which is the Settlement Price. F1 · shares: On November 5, 2018, the reporting person terminated a prepaid variable forward sale contract that was entered into on November 10, 2017 with an unaffiliated third party buyer, for a negotiated settlement price of $23,130,408 payable by the reporting person. The funds for such termination were obtained, in part, by the reporting person entering into a new prepaid variable forward sale contract (see Footnotes 4, 5, and 6 below). The 2017 contract obligated the reporting person to deliver to the buyer up to 300,000 shares of EXR common stock (or, at the reporting person's election, an equivalent amount of cash based on the market price of EXR common stock at that time) on the maturity date of the contract (November 8, 2018). (continued in Footnote 2). F2 · shares: In exchange for entering into the 2017 contract and assuming the obligations thereunder, the reporting person received a cash payment of $21,761,337. The reporting person pledged 300,000 shares of EXR common stock (the "2017 Pledged Shares") to secure his obligations under the 2017 contract, and retained voting and dividend rights in the 2017 Pledged Shares during the term of the pledge. The number of shares of EXR common stock to be delivered to the buyer on the maturity date would be determined as follows: (a) if the volume weighted average price of EXR common stock on November 8, 2018 (the "Settlement Price") is less than or equal to $77.0977 ( the "Floor Level"), the reporting person will deliver to the buyer all of the 2017 Pledged Shares; (continued in Footnote 3) F3 · shares: (b) if the Settlement Price is between the Floor Level and $94.2305 (the "Cap Level"), the reporting person will deliver to the buyer a number of shares of EXR common stock equal to 300,000 shares multiplied by a fraction, the numerator of which is the Floor Level and the denominator of which is the Settlement Price; and (c) if the Settlement Price is greater than the Cap Level, the reporting person will deliver to the buyer the number of shares of EXR common stock equal to 300,000 shares multiplied by a fraction, the numerator of which is the Floor Level plus the excess of the Settlement Price over the Cap Level, and the denominator of which is the Settlement Price. F1 · price: On November 5, 2018, the reporting person terminated a prepaid variable forward sale contract that was entered into on November 10, 2017 with an unaffiliated third party buyer, for a negotiated settlement price of $23,130,408 payable by the reporting person. The funds for such termination were obtained, in part, by the reporting person entering into a new prepaid variable forward sale contract (see Footnotes 4, 5, and 6 below). The 2017 contract obligated the reporting person to deliver to the buyer up to 300,000 shares of EXR common stock (or, at the reporting person's election, an equivalent amount of cash based on the market price of EXR common stock at that time) on the maturity date of the contract (November 8, 2018). (continued in Footnote 2). F2 · price: In exchange for entering into the 2017 contract and assuming the obligations thereunder, the reporting person received a cash payment of $21,761,337. The reporting person pledged 300,000 shares of EXR common stock (the "2017 Pledged Shares") to secure his obligations under the 2017 contract, and retained voting and dividend rights in the 2017 Pledged Shares during the term of the pledge. The number of shares of EXR common stock to be delivered to the buyer on the maturity date would be determined as follows: (a) if the volume weighted average price of EXR common stock on November 8, 2018 (the "Settlement Price") is less than or equal to $77.0977 ( the "Floor Level"), the reporting person will deliver to the buyer all of the 2017 Pledged Shares; (continued in Footnote 3) F3 · price: (b) if the Settlement Price is between the Floor Level and $94.2305 (the "Cap Level"), the reporting person will deliver to the buyer a number of shares of EXR common stock equal to 300,000 shares multiplied by a fraction, the numerator of which is the Floor Level and the denominator of which is the Settlement Price; and (c) if the Settlement Price is greater than the Cap Level, the reporting person will deliver to the buyer the number of shares of EXR common stock equal to 300,000 shares multiplied by a fraction, the numerator of which is the Floor Level plus the excess of the Settlement Price over the Cap Level, and the denominator of which is the Settlement Price. 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Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.