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 23, 2018 Filed May 24, 2018 17:51 UTC | Extra Space Storage Inc. EXR · Entity 3142 | GrantCommon Stock | 1,281 | $93.74 | $120,080.94 |
DisclosureSEC source: 0001179110-18-007483 · edgar.xml · nonDerivative · entry 1 Woolley Kenneth M. · CIK 0001299642 · Director · Executive Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 808,725 Read SEC document |
| March 01, 2018 Filed Mar 1, 2018 19:23 UTC | Extra Space Storage Inc. EXR · Entity 3142 | SaleCommon Stock | 2,195 | $86.44 | $189,739.31 |
DisclosureSEC source: 0001179110-18-003188 · edgar.xml · nonDerivative · entry 1 Woolley Kenneth M. · CIK 0001299642 · Director · Executive Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 807,444 Read SEC document |
| February 26, 2018 Filed Feb 28, 2018 17:59 UTC | Extra Space Storage Inc. EXR · Entity 3142 | Exercise / conversionStock Options · Derivative | 11,000 | $28.11 Strike: $28.11 | $309,210.00 |
DisclosureSEC source: 0001179110-18-003051 · edgar.xml · derivative · entry 8 Woolley Kenneth M. · CIK 0001299642 · Director · Executive Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,645 Underlying: Common Stock · 11,000 shares Expires 2022-05-22 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 5/22/2012. Read SEC document |
| February 26, 2018 Filed Feb 28, 2018 17:59 UTC | Extra Space Storage Inc. EXR · Entity 3142 | Exercise / conversionStock Options · Derivative | 10,400 | $38.40 Strike: $38.40 | $399,360.00 |
DisclosureSEC source: 0001179110-18-003051 · edgar.xml · derivative · entry 7 Woolley Kenneth M. · CIK 0001299642 · Director · Executive Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 26,645 Underlying: Common Stock · 10,400 shares Expires 2023-02-20 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 2/20/2013. Read SEC document |
| February 26, 2018 Filed Feb 28, 2018 17:59 UTC | Extra Space Storage Inc. EXR · Entity 3142 | SaleCommon Stock | 22,248 | $86.69 | $1,928,759.21 |
DisclosureSEC source: 0001179110-18-003051 · edgar.xml · nonDerivative · entry 6 Woolley Kenneth M. · CIK 0001299642 · Director · Executive Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 809,639 Read SEC document |
| February 26, 2018 Filed Feb 28, 2018 17:59 UTC | Extra Space Storage Inc. EXR · Entity 3142 | SaleCommon Stock | 3,131 | $87.15 | $272,866.65 |
DisclosureSEC source: 0001179110-18-003051 · edgar.xml · nonDerivative · entry 5 Woolley Kenneth M. · CIK 0001299642 · Director · Executive Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 831,887 Read SEC document |
| February 26, 2018 Filed Feb 28, 2018 17:59 UTC | Extra Space Storage Inc. EXR · Entity 3142 | SaleCommon Stock | 6,900 | $87.08 | $600,818.19 |
DisclosureSEC source: 0001179110-18-003051 · edgar.xml · nonDerivative · entry 4 Woolley Kenneth M. · CIK 0001299642 · Director · Executive Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 835,018 Read SEC document |
| February 26, 2018 Filed Feb 28, 2018 17:59 UTC | Extra Space Storage Inc. EXR · Entity 3142 | SaleCommon Stock | 14,500 | $86.83 | $1,259,046.60 |
DisclosureSEC source: 0001179110-18-003051 · edgar.xml · nonDerivative · entry 3 Woolley Kenneth M. · CIK 0001299642 · Director · Executive Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 841,918 Read SEC document |
| February 26, 2018 Filed Feb 28, 2018 17:59 UTC | Extra Space Storage Inc. EXR · Entity 3142 | Exercise / conversionCommon Stock | 11,000 | $28.11 | $309,210.00 |
DisclosureSEC source: 0001179110-18-003051 · edgar.xml · nonDerivative · entry 2 Woolley Kenneth M. · CIK 0001299642 · Director · Executive Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 856,418 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 |
| February 26, 2018 Filed Feb 28, 2018 17:59 UTC | Extra Space Storage Inc. EXR · Entity 3142 | Exercise / conversionCommon Stock | 10,400 | $38.40 | $399,360.00 |
DisclosureSEC source: 0001179110-18-003051 · edgar.xml · nonDerivative · entry 1 Woolley Kenneth M. · CIK 0001299642 · Director · Executive Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 845,418 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 |
| February 22, 2018 Filed Feb 22, 2018 19:36 UTC | American Homes 4 Rent AMH · Entity 3392 | GrantStock Option (right to buy) · Derivative | 10,000 | $0.00 Strike: $19.40 | $0.00 |
DisclosureSEC source: 0001562401-18-000027 · wf-form4_151934615774951.xml · derivative · entry 1 Woolley Kenneth M. · CIK 0001299642 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,000 Underlying: Class A Common Shares · 10,000 shares Expires 2028-02-22 F1 · security: Options become exercisable in four equal annual installments begining on the "Date Exerciseable" indicated. Read SEC document |
| November 17, 2017 Filed Nov 21, 2017 20:13 UTC | Extra Space Storage Inc. EXR · Entity 3142 | GiftCommon Stock | 5,000 | $87.08 | $435,375.00 |
DisclosureSEC source: 0001179110-17-014463 · edgar.xml · nonDerivative · entry 1 Woolley Kenneth M. · CIK 0001299642 · Director · Executive Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 835,018 Read SEC document |
| November 10, 2017 Filed Nov 14, 2017 18:53 UTC | Extra Space Storage Inc. EXR · Entity 3142 | OtherPrepaid Variable Forward Contract · Derivative | 300,000 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001179110-17-014142 · edgar.xml · derivative · entry 1 Woolley Kenneth M. · CIK 0001299642 · Director · Executive Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 300,000 Underlying: Common Stock · 300,000 shares Expires 2018-11-08 F1 · derivative.exercise_price: On November 10, 2017, the reporting person entered into a forward sale contract with an unaffiliated third party buyer. This 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 (November 8, 2018). In exchange for assuming this obligation, the reporting person will receive a cash payment of $21,761,337. 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 2) F2 · 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 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 New Pledged 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; (continued in footnote3) F3 · 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. F1 · shares: On November 10, 2017, the reporting person entered into a forward sale contract with an unaffiliated third party buyer. This 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 (November 8, 2018). In exchange for assuming this obligation, the reporting person will receive a cash payment of $21,761,337. 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 2) F2 · 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 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 New Pledged 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; (continued in footnote3) F3 · 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. F1 · price: On November 10, 2017, the reporting person entered into a forward sale contract with an unaffiliated third party buyer. This 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 (November 8, 2018). In exchange for assuming this obligation, the reporting person will receive a cash payment of $21,761,337. 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 2) F2 · 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 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 New Pledged 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; (continued in footnote3) F3 · 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. Read SEC document |
| February 23, 2017 Filed Feb 23, 2017 18:11 UTC | American Homes 4 Rent AMH · Entity 3392 | GrantStock Option (right to buy) · Derivative | 10,000 | $0.00 Strike: $23.38 | $0.00 |
DisclosureSEC source: 0001225208-17-004409 · doc4.xml · derivative · entry 1 Woolley Kenneth M. · CIK 0001299642 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,000 Underlying: Class A Common Shares · 10,000 shares Expires 2027-02-23 F1 · derivative.exercise_date: Options become exercisable in four equal annual installments begining on the "Date Exerciseable" indicated. Read SEC document |
| February 15, 2017 Filed Feb 16, 2017 19:28 UTC | Extra Space Storage Inc. EXR · Entity 3142 | GrantCommon Stock | 2,550 | $73.54 | $187,527.00 |
DisclosureSEC source: 0001179110-17-002598 · edgar.xml · nonDerivative · entry 1 Woolley Kenneth M. · CIK 0001299642 · Director · Executive Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 840,018 Read SEC document |
| November 10, 2016 Filed Feb 14, 2017 19:44 UTC | Extra Space Storage Inc. EXR · Entity 3142 | GiftCommon Stock | 7,000 | $74.22 | $519,540.00 |
DisclosureSEC source: 0001179110-17-002405 · edgar.xml · nonDerivative · entry 2 Woolley Kenneth M. · CIK 0001299642 · Director · Executive Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 837,468 Read SEC document |
| May 23, 2016 Filed Feb 14, 2017 19:44 UTC | Extra Space Storage Inc. EXR · Entity 3142 | GiftCommon Stock | 154 | $91.07 | $14,024.78 |
DisclosureSEC source: 0001179110-17-002405 · edgar.xml · nonDerivative · entry 1 Woolley Kenneth M. · CIK 0001299642 · Director · Executive Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 844,468 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.