Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Edwards Lifesciences CorpEW · Entity 3026 | Director | May 08, 2026 | May 09, 2026 |
| Ingram Micro Holding CorpINGM · Entity 3754 | Director | May 14, 2026 | May 14, 2026 |
| Public StoragePSA · Entity 1436 | Director | March 05, 2024 | March 07, 2024 |
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.
Edwards Lifesciences Corp
Report date May 08, 2026 · Filed May 09, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 34,199 |
Reported balance
After 2026-05-08 transaction · row 1
1 source rowRow 1 · 2026-05-08 · Grant · Acquired 3,251 · Balance 34,199 F1: These restricted stock units were granted on May 8, 2026 under the Edwards Lifesciences Corporation 2020 Nonemployee Directors Stock Incentive Program. They are scheduled to become 100% vested after the earlier of one year from the grant date or the Issuer's next annual meeting of stockholders. |
Filing footnotes · ownership attribution and instrument terms
F1: These restricted stock units were granted on May 8, 2026 under the Edwards Lifesciences Corporation 2020 Nonemployee Directors Stock Incentive Program. They are scheduled to become 100% vested after the earlier of one year from the grant date or the Issuer's next annual meeting of stockholders.
Ingram Micro Holding Corp
Report date May 14, 2026 · Filed May 14, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 25,055 |
Reported balance
After 2026-05-14 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2026-05-14 · Grant · Acquired 7,031 · Balance 25,055 F1: On 05/14/2026, the Reporting Person received a grant of 7,031 restricted stock units ("RSUs") that vest on the earlier of 05/14/2027 or the date of the Issuer's 2027 annual meeting of stockholders. Each RSU represents the right to receive one (1) share of Common Stock upon vesting of the unit. F2: Includes 18,024 shares of Common Stock and 7,031 unvested RSUs. |
Filing footnotes · ownership attribution and instrument terms
F1: On 05/14/2026, the Reporting Person received a grant of 7,031 restricted stock units ("RSUs") that vest on the earlier of 05/14/2027 or the date of the Issuer's 2027 annual meeting of stockholders. Each RSU represents the right to receive one (1) share of Common Stock upon vesting of the unit.
F2: Includes 18,024 shares of Common Stock and 7,031 unvested RSUs.
Public Storage
Report date March 05, 2024 · Filed March 07, 2024
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Stock Option (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $219.87 · Expires 2027-02-22 | Direct | 0 |
Reported balance
After 2024-03-05 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2024-03-05 · Disposition to issuer · Disposed 10,327 · Balance 0 F2: This option was previously reported as an option for 15,000 common shares, par value $0.10 per share ("Common Shares"), of Public Storage (the "Company") at an exercise price of $227.07, but, pursuant to anti-dilution provisions of the Company's 2016 Equity and Performance-Based Incentive Compensation Plan, was adjusted to reflect the special dividend declared by the Company on July 22, 2022. Previously, the reporting person exercised this option as to 5,000 Common Shares. On March 5, 2024, the Company canceled the option upon surrender to the Company by the reporting person (the "2017 Canceled Option"). |
| Stock Option (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $211.30 · Expires 2029-04-23 | Direct | 0 |
Reported balance
After 2024-03-05 transaction · row 4
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 4 · 2024-03-05 · Disposition to issuer · Disposed 5,163 · Balance 0 F4: This option was previously reported as an option for 5,000 Common Shares at an exercise price of $218.22, but, pursuant to anti-dilution provisions of the Company's 2016 Equity and Performance-Based Incentive Compensation Plan, was adjusted to reflect the special dividend declared by the Company on July 22, 2022. On March 5, 2024, the Company canceled the option upon surrender to the Company by the reporting person (the "2019 Canceled Option"). |
| Stock Option (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $184.85 · Expires 2030-04-20 | Direct | 0 |
Reported balance
After 2024-03-05 transaction · row 6
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 6 · 2024-03-05 · Disposition to issuer · Disposed 5,163 · Balance 0 F6: This option was previously reported as an option for 5,000 Common Shares at an exercise price of $190.90, but, pursuant to anti-dilution provisions of the Company's 2016 Equity and Performance-Based Incentive Compensation Plan, was adjusted to reflect the special dividend declared by the Company on July 22, 2022. On March 5, 2024, the Company canceled the option upon surrender to the Company by the reporting person (the "2020 Canceled Option"). |
| AO LTIP UnitsSEC Table II · derivative / convertible security · Expires 2027-02-22 | Direct | 10,327 |
Reported balance
After 2024-03-05 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2024-03-05 · Grant · Acquired 10,327 · Balance 10,327 F3: In exchange for the 2017 Canceled Option, the reporting person received a replacement award of membership interests in Public Storage OP, L.P. ("Public Storage OP") designated as AO LTIP Units ("AO LTIP Units"), which AO LTIP Units are intended to qualify as profits interests for US federal income tax purposes. The AO LTIP Units are convertible at the reporting person's election into vested LTIP Units ("LTIP Units") of Public Storage OP, which LTIP Units are intended to qualify as profits interests for US federal income tax purposes. The LTIP Units are convertible, conditioned upon the satisfaction of minimum allocations to the capital accounts of the LTIP Units for federal income tax purposes, into Common Units in Public Storage OP ("OP Units"). The OP Units may be exchanged by the reporting person for Common Shares or the equivalent cash value of Common Shares, as determined by the Company. |
| AO LTIP UnitsSEC Table II · derivative / convertible security · Expires 2029-04-23 | Direct | 5,163 |
Reported balance
After 2024-03-05 transaction · row 5
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 5 · 2024-03-05 · Grant · Acquired 5,163 · Balance 5,163 F5: In exchange for the 2019 Canceled Option, the reporting person received a replacement award of AO LTIP Units, which AO LTIP Units are intended to qualify as profits interests for US federal income tax purposes. The AO LTIP Units are convertible at the reporting person's election into vested LTIP Units that are convertible into OP Units. The resulting OP Units may be exchanged by the reporting person for Common Shares or the equivalent cash value of Common Shares, as determined by the Company. |
| AO LTIP UnitsSEC Table II · derivative / convertible security · Expires 2030-04-20 | Direct | 5,163 |
Reported balance
After 2024-03-05 transaction · row 7
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 7 · 2024-03-05 · Grant · Acquired 5,163 · Balance 5,163 F7: In exchange for the 2020 Canceled Option, the reporting person received a replacement award of AO LTIP Units, which AO LTIP Units are intended to qualify as profits interests for US federal income tax purposes. The AO LTIP Units are convertible at the reporting person's election into vested LTIP Units that are convertible into OP Units. The resulting OP Units may be exchanged by the reporting person for Common Shares or the equivalent cash value of Common Shares, as determined by the Company. |
| Common SharesSEC Table I · non-derivative | Direct | 2,453 |
Reported balance
Holding disclosure · report date 2024-03-05 · row 1
Holding and transaction disclosures are not merged.
1 source rowRow 1 · Balance 2,453 F1: Includes 455 deferred share units. |
Filing footnotes · ownership attribution and instrument terms
F1: Includes 455 deferred share units.
F2: This option was previously reported as an option for 15,000 common shares, par value $0.10 per share ("Common Shares"), of Public Storage (the "Company") at an exercise price of $227.07, but, pursuant to anti-dilution provisions of the Company's 2016 Equity and Performance-Based Incentive Compensation Plan, was adjusted to reflect the special dividend declared by the Company on July 22, 2022. Previously, the reporting person exercised this option as to 5,000 Common Shares. On March 5, 2024, the Company canceled the option upon surrender to the Company by the reporting person (the "2017 Canceled Option").
F3: In exchange for the 2017 Canceled Option, the reporting person received a replacement award of membership interests in Public Storage OP, L.P. ("Public Storage OP") designated as AO LTIP Units ("AO LTIP Units"), which AO LTIP Units are intended to qualify as profits interests for US federal income tax purposes. The AO LTIP Units are convertible at the reporting person's election into vested LTIP Units ("LTIP Units") of Public Storage OP, which LTIP Units are intended to qualify as profits interests for US federal income tax purposes. The LTIP Units are convertible, conditioned upon the satisfaction of minimum allocations to the capital accounts of the LTIP Units for federal income tax purposes, into Common Units in Public Storage OP ("OP Units"). The OP Units may be exchanged by the reporting person for Common Shares or the equivalent cash value of Common Shares, as determined by the Company.
F4: This option was previously reported as an option for 5,000 Common Shares at an exercise price of $218.22, but, pursuant to anti-dilution provisions of the Company's 2016 Equity and Performance-Based Incentive Compensation Plan, was adjusted to reflect the special dividend declared by the Company on July 22, 2022. On March 5, 2024, the Company canceled the option upon surrender to the Company by the reporting person (the "2019 Canceled Option").
F5: In exchange for the 2019 Canceled Option, the reporting person received a replacement award of AO LTIP Units, which AO LTIP Units are intended to qualify as profits interests for US federal income tax purposes. The AO LTIP Units are convertible at the reporting person's election into vested LTIP Units that are convertible into OP Units. The resulting OP Units may be exchanged by the reporting person for Common Shares or the equivalent cash value of Common Shares, as determined by the Company.
F6: This option was previously reported as an option for 5,000 Common Shares at an exercise price of $190.90, but, pursuant to anti-dilution provisions of the Company's 2016 Equity and Performance-Based Incentive Compensation Plan, was adjusted to reflect the special dividend declared by the Company on July 22, 2022. On March 5, 2024, the Company canceled the option upon surrender to the Company by the reporting person (the "2020 Canceled Option").
F7: In exchange for the 2020 Canceled Option, the reporting person received a replacement award of AO LTIP Units, which AO LTIP Units are intended to qualify as profits interests for US federal income tax purposes. The AO LTIP Units are convertible at the reporting person's election into vested LTIP Units that are convertible into OP Units. The resulting OP Units may be exchanged by the reporting person for Common Shares or the equivalent cash value of Common Shares, as determined by the Company.
Past disclosures · reporting ended (1)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
INGRAM MICRO INC
Report date December 05, 2016 · Filed December 06, 2016
Section 16 reporting ended · disclosed 2016-12-06. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Common StockSEC Table I · non-derivative | Direct | 0 |
Reported balance
After 2016-12-05 transaction · row 1
1 source rowRow 1 · 2016-12-05 · Disposition to issuer · Disposed 66,188 · Balance 0 F1: Pursuant to the Agreement and Plan of Merger dated February 17, 2016 (the "Merger Agreement") among Ingram Micro Inc. (the "Company"), Tianjin Tianhai Investment Company, Ltd., and GCL Acquisition, Inc., (x) each outstanding share of common stock of the Company was cancelled and converted into the right to receive $38.90 (the "Merger Consideration") in cash; (y) each vested stock option and RSU was cancelled and converted into the right to receive a cash payment per share equal to difference between the Merger Consideration and the exercise price, if any; and (z) each unvested stock option and RSU was cancelled, and the holders thereof will become eligible to receive an amount for each such cancelled award equal to the Merger Consideration (less the exercise price, in the case of holders of stock options) pursuant to a vesting schedule set forth in the Merger Agreement. |
Filing footnotes · ownership attribution and instrument terms
F1: Pursuant to the Agreement and Plan of Merger dated February 17, 2016 (the "Merger Agreement") among Ingram Micro Inc. (the "Company"), Tianjin Tianhai Investment Company, Ltd., and GCL Acquisition, Inc., (x) each outstanding share of common stock of the Company was cancelled and converted into the right to receive $38.90 (the "Merger Consideration") in cash; (y) each vested stock option and RSU was cancelled and converted into the right to receive a cash payment per share equal to difference between the Merger Consideration and the exercise price, if any; and (z) each unvested stock option and RSU was cancelled, and the holders thereof will become eligible to receive an amount for each such cancelled award equal to the Merger Consideration (less the exercise price, in the case of holders of stock options) pursuant to a vesting schedule set forth in the Merger Agreement.
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 14, 2026 21:41 UTC | Ingram Micro Holding Corp INGM · Entity 3754 | GrantCommon Stock | 7,031 | $0.00 | $0.00 |
DisclosureSEC source: 0001235408-26-000003 · form4-05142026_090507.xml · nonDerivative · entry 1 STONE HEISZ LESLIE · CIK 0001235408 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 25,055 F1 · shares: On 05/14/2026, the Reporting Person received a grant of 7,031 restricted stock units ("RSUs") that vest on the earlier of 05/14/2027 or the date of the Issuer's 2027 annual meeting of stockholders. Each RSU represents the right to receive one (1) share of Common Stock upon vesting of the unit. F2 · balance_after: Includes 18,024 shares of Common Stock and 7,031 unvested RSUs. Read SEC document |
| May 08, 2026 Filed May 9, 2026 01:17 UTC | Edwards Lifesciences Corp EW · Entity 3026 | GrantCommon Stock | 3,251 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-26-005051 · doc4.xml · nonDerivative · entry 1 STONE HEISZ LESLIE · CIK 0001235408 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 34,199 F1 · shares: These restricted stock units were granted on May 8, 2026 under the Edwards Lifesciences Corporation 2020 Nonemployee Directors Stock Incentive Program. They are scheduled to become 100% vested after the earlier of one year from the grant date or the Issuer's next annual meeting of stockholders. Read SEC document |
| December 12, 2025 Filed Dec 12, 2025 22:57 UTC | Edwards Lifesciences Corp EW · Entity 3026 | SaleCommon Stock | 2,615 | $83.41 | $218,119.50 |
DisclosureSEC source: 0001225208-25-009933 · doc4.xml · nonDerivative · entry 1 STONE HEISZ LESLIE · CIK 0001235408 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 30,948 Read SEC document |
| June 04, 2025 Filed Jun 6, 2025 22:07 UTC | Ingram Micro Holding Corp INGM · Entity 3754 | GrantCommon Stock | 9,615 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-25-016050 · form4-06062025_100641.xml · nonDerivative · entry 1 STONE HEISZ LESLIE · CIK 0001235408 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 18,024 F1 · shares: On 06/04/2025, the Reporting Person received a grant of 9,615 restricted stock units ("RSUs") that vest on the earlier of 06/04/2026 or the date of the Issuer's 2026 annual meeting of stockholders. Each RSU represents the right to receive one (1) share of Common Stock upon vesting of the unit. Read SEC document |
| May 09, 2025 Filed May 9, 2025 23:57 UTC | Edwards Lifesciences Corp EW · Entity 3026 | GrantCommon Stock | 3,528 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-25-004952 · doc4.xml · nonDerivative · entry 1 STONE HEISZ LESLIE · CIK 0001235408 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 33,563 F1 · shares: These restricted stock units were granted on May 9, 2025 under the Edwards Lifesciences Corporation 2020 Nonemployee Directors Stock Incentive Program. They are scheduled to become 100% vested after the earlier of one year from the grant date or the Issuer's next annual meeting of stockholders. Read SEC document |
| February 13, 2025 Filed Feb 13, 2025 23:04 UTC | Edwards Lifesciences Corp EW · Entity 3026 | Exercise / conversionDirector Stock Option (Right to Acquire) · Derivative | 5,739 | $0.00 Strike: $45.32 | $0.00 |
DisclosureSEC source: 0001225208-25-001709 · doc4.xml · derivative · entry 3 STONE HEISZ LESLIE · CIK 0001235408 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 5,739 shares Expires 2025-05-17 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 13, 2025 Filed Feb 13, 2025 23:04 UTC | Edwards Lifesciences Corp EW · Entity 3026 | SaleCommon Stock | 5,739 | $75.86 | $435,370.87 |
DisclosureSEC source: 0001225208-25-001709 · doc4.xml · nonDerivative · entry 2 STONE HEISZ LESLIE · CIK 0001235408 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 30,035 F1 · price: This transaction was executed in multiple trades at prices ranging from $75.42 to $76.37. The price reported above reflects the weighted average sale price. The Reporting Person hereby undertakes to provide, upon request by the SEC staff, the Issuer, or a security holder of the Issuer, full information regarding the number of shares and prices at which the transaction was effected. Read SEC document |
| February 13, 2025 Filed Feb 13, 2025 23:04 UTC | Edwards Lifesciences Corp EW · Entity 3026 | Exercise / conversionCommon Stock | 5,739 | $45.32 | $260,072.54 |
DisclosureSEC source: 0001225208-25-001709 · doc4.xml · nonDerivative · entry 1 STONE HEISZ LESLIE · CIK 0001235408 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 35,774 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 |
| October 23, 2024 Filed Oct 25, 2024 20:50 UTC | Ingram Micro Holding Corp INGM · Entity 3754 | GrantCommon Stock | 8,409 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-24-025653 · form4-10252024_081053.xml · nonDerivative · entry 1 STONE HEISZ LESLIE · CIK 0001235408 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 8,409 F1 · shares: The shares of Common Stock reported on this Form 4 are subject to a lock-up agreement, effective as of 10/23/2024 (the "Lock-up Date"), between the Reporting Person and Morgan Stanley & Co. LLC, Goldman Sachs & Co. LLC, and J.P. Morgan Securities LLC, pursuant to which shares of Common Stock reported herein cannot be sold for 180 days following the Lock-up Date. F2 · shares: On 10/23/2024, the Reporting Person received a grant of 8,409 restricted stock units ("RSUs") that vest on 10/23/2025. Each RSU represents the right to receive one (1) share of Common Stock upon vesting of the unit. Read SEC document |
| May 08, 2024 Filed May 9, 2024 23:41 UTC | Edwards Lifesciences Corp EW · Entity 3026 | GrantCommon Stock | 3,055 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-24-005894 · doc4.xml · nonDerivative · entry 1 STONE HEISZ LESLIE · CIK 0001235408 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 30,035 F1 · shares: These restricted stock units were granted on May 8, 2024 under the Edwards Lifesciences Corporation 2020 Nonemployee Directors Stock Incentive Program. They are scheduled to become 100% vested after the earlier of one year from the grant date or the Issuer's next annual meeting of stockholders. Read SEC document |
| March 05, 2024 Filed Mar 7, 2024 00:02 UTC | Public Storage PSA · Entity 1436 | GrantAO LTIP Units · Derivative | 5,163 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001393311-24-000063 · wk-form4_1709769732.xml · derivative · entry 7 STONE HEISZ LESLIE · CIK 0001235408 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,163 Underlying: Common Shares · 5,163 shares Expires 2030-04-20 F7 · derivative.exercise_price: In exchange for the 2020 Canceled Option, the reporting person received a replacement award of AO LTIP Units, which AO LTIP Units are intended to qualify as profits interests for US federal income tax purposes. The AO LTIP Units are convertible at the reporting person's election into vested LTIP Units that are convertible into OP Units. The resulting OP Units may be exchanged by the reporting person for Common Shares or the equivalent cash value of Common Shares, as determined by the Company. F7 · price: In exchange for the 2020 Canceled Option, the reporting person received a replacement award of AO LTIP Units, which AO LTIP Units are intended to qualify as profits interests for US federal income tax purposes. The AO LTIP Units are convertible at the reporting person's election into vested LTIP Units that are convertible into OP Units. The resulting OP Units may be exchanged by the reporting person for Common Shares or the equivalent cash value of Common Shares, as determined by the Company. F7 · derivative.exercise_date: In exchange for the 2020 Canceled Option, the reporting person received a replacement award of AO LTIP Units, which AO LTIP Units are intended to qualify as profits interests for US federal income tax purposes. The AO LTIP Units are convertible at the reporting person's election into vested LTIP Units that are convertible into OP Units. The resulting OP Units may be exchanged by the reporting person for Common Shares or the equivalent cash value of Common Shares, as determined by the Company. Read SEC document |
| March 05, 2024 Filed Mar 7, 2024 00:02 UTC | Public Storage PSA · Entity 1436 | Disposition to issuerStock Option (Right to Buy) · Derivative | 5,163 | Not disclosed Strike: $184.85 | Not disclosed |
DisclosureSEC source: 0001393311-24-000063 · wk-form4_1709769732.xml · derivative · entry 6 STONE HEISZ LESLIE · CIK 0001235408 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Shares · 5,163 shares Expires 2030-04-20 F6 · derivative.exercise_price: This option was previously reported as an option for 5,000 Common Shares at an exercise price of $190.90, but, pursuant to anti-dilution provisions of the Company's 2016 Equity and Performance-Based Incentive Compensation Plan, was adjusted to reflect the special dividend declared by the Company on July 22, 2022. On March 5, 2024, the Company canceled the option upon surrender to the Company by the reporting person (the "2020 Canceled Option"). F6 · shares: This option was previously reported as an option for 5,000 Common Shares at an exercise price of $190.90, but, pursuant to anti-dilution provisions of the Company's 2016 Equity and Performance-Based Incentive Compensation Plan, was adjusted to reflect the special dividend declared by the Company on July 22, 2022. On March 5, 2024, the Company canceled the option upon surrender to the Company by the reporting person (the "2020 Canceled Option"). F6 · price: This option was previously reported as an option for 5,000 Common Shares at an exercise price of $190.90, but, pursuant to anti-dilution provisions of the Company's 2016 Equity and Performance-Based Incentive Compensation Plan, was adjusted to reflect the special dividend declared by the Company on July 22, 2022. On March 5, 2024, the Company canceled the option upon surrender to the Company by the reporting person (the "2020 Canceled Option"). F6 · derivative.underlying_shares: This option was previously reported as an option for 5,000 Common Shares at an exercise price of $190.90, but, pursuant to anti-dilution provisions of the Company's 2016 Equity and Performance-Based Incentive Compensation Plan, was adjusted to reflect the special dividend declared by the Company on July 22, 2022. On March 5, 2024, the Company canceled the option upon surrender to the Company by the reporting person (the "2020 Canceled Option"). Read SEC document |
| March 05, 2024 Filed Mar 7, 2024 00:02 UTC | Public Storage PSA · Entity 1436 | GrantAO LTIP Units · Derivative | 5,163 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001393311-24-000063 · wk-form4_1709769732.xml · derivative · entry 5 STONE HEISZ LESLIE · CIK 0001235408 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,163 Underlying: Common Shares · 5,163 shares Expires 2029-04-23 F5 · derivative.exercise_price: In exchange for the 2019 Canceled Option, the reporting person received a replacement award of AO LTIP Units, which AO LTIP Units are intended to qualify as profits interests for US federal income tax purposes. The AO LTIP Units are convertible at the reporting person's election into vested LTIP Units that are convertible into OP Units. The resulting OP Units may be exchanged by the reporting person for Common Shares or the equivalent cash value of Common Shares, as determined by the Company. F5 · price: In exchange for the 2019 Canceled Option, the reporting person received a replacement award of AO LTIP Units, which AO LTIP Units are intended to qualify as profits interests for US federal income tax purposes. The AO LTIP Units are convertible at the reporting person's election into vested LTIP Units that are convertible into OP Units. The resulting OP Units may be exchanged by the reporting person for Common Shares or the equivalent cash value of Common Shares, as determined by the Company. F5 · derivative.exercise_date: In exchange for the 2019 Canceled Option, the reporting person received a replacement award of AO LTIP Units, which AO LTIP Units are intended to qualify as profits interests for US federal income tax purposes. The AO LTIP Units are convertible at the reporting person's election into vested LTIP Units that are convertible into OP Units. The resulting OP Units may be exchanged by the reporting person for Common Shares or the equivalent cash value of Common Shares, as determined by the Company. Read SEC document |
| March 05, 2024 Filed Mar 7, 2024 00:02 UTC | Public Storage PSA · Entity 1436 | Disposition to issuerStock Option (Right to Buy) · Derivative | 5,163 | Not disclosed Strike: $211.30 | Not disclosed |
DisclosureSEC source: 0001393311-24-000063 · wk-form4_1709769732.xml · derivative · entry 4 STONE HEISZ LESLIE · CIK 0001235408 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Shares · 5,163 shares Expires 2029-04-23 F4 · derivative.exercise_price: This option was previously reported as an option for 5,000 Common Shares at an exercise price of $218.22, but, pursuant to anti-dilution provisions of the Company's 2016 Equity and Performance-Based Incentive Compensation Plan, was adjusted to reflect the special dividend declared by the Company on July 22, 2022. On March 5, 2024, the Company canceled the option upon surrender to the Company by the reporting person (the "2019 Canceled Option"). F4 · shares: This option was previously reported as an option for 5,000 Common Shares at an exercise price of $218.22, but, pursuant to anti-dilution provisions of the Company's 2016 Equity and Performance-Based Incentive Compensation Plan, was adjusted to reflect the special dividend declared by the Company on July 22, 2022. On March 5, 2024, the Company canceled the option upon surrender to the Company by the reporting person (the "2019 Canceled Option"). F4 · price: This option was previously reported as an option for 5,000 Common Shares at an exercise price of $218.22, but, pursuant to anti-dilution provisions of the Company's 2016 Equity and Performance-Based Incentive Compensation Plan, was adjusted to reflect the special dividend declared by the Company on July 22, 2022. On March 5, 2024, the Company canceled the option upon surrender to the Company by the reporting person (the "2019 Canceled Option"). F4 · derivative.underlying_shares: This option was previously reported as an option for 5,000 Common Shares at an exercise price of $218.22, but, pursuant to anti-dilution provisions of the Company's 2016 Equity and Performance-Based Incentive Compensation Plan, was adjusted to reflect the special dividend declared by the Company on July 22, 2022. On March 5, 2024, the Company canceled the option upon surrender to the Company by the reporting person (the "2019 Canceled Option"). Read SEC document |
| March 05, 2024 Filed Mar 7, 2024 00:02 UTC | Public Storage PSA · Entity 1436 | GrantAO LTIP Units · Derivative | 10,327 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001393311-24-000063 · wk-form4_1709769732.xml · derivative · entry 3 STONE HEISZ LESLIE · CIK 0001235408 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 10,327 Underlying: Common Shares · 10,327 shares Expires 2027-02-22 F3 · derivative.exercise_price: In exchange for the 2017 Canceled Option, the reporting person received a replacement award of membership interests in Public Storage OP, L.P. ("Public Storage OP") designated as AO LTIP Units ("AO LTIP Units"), which AO LTIP Units are intended to qualify as profits interests for US federal income tax purposes. The AO LTIP Units are convertible at the reporting person's election into vested LTIP Units ("LTIP Units") of Public Storage OP, which LTIP Units are intended to qualify as profits interests for US federal income tax purposes. The LTIP Units are convertible, conditioned upon the satisfaction of minimum allocations to the capital accounts of the LTIP Units for federal income tax purposes, into Common Units in Public Storage OP ("OP Units"). The OP Units may be exchanged by the reporting person for Common Shares or the equivalent cash value of Common Shares, as determined by the Company. F3 · price: In exchange for the 2017 Canceled Option, the reporting person received a replacement award of membership interests in Public Storage OP, L.P. ("Public Storage OP") designated as AO LTIP Units ("AO LTIP Units"), which AO LTIP Units are intended to qualify as profits interests for US federal income tax purposes. The AO LTIP Units are convertible at the reporting person's election into vested LTIP Units ("LTIP Units") of Public Storage OP, which LTIP Units are intended to qualify as profits interests for US federal income tax purposes. The LTIP Units are convertible, conditioned upon the satisfaction of minimum allocations to the capital accounts of the LTIP Units for federal income tax purposes, into Common Units in Public Storage OP ("OP Units"). The OP Units may be exchanged by the reporting person for Common Shares or the equivalent cash value of Common Shares, as determined by the Company. F3 · derivative.exercise_date: In exchange for the 2017 Canceled Option, the reporting person received a replacement award of membership interests in Public Storage OP, L.P. ("Public Storage OP") designated as AO LTIP Units ("AO LTIP Units"), which AO LTIP Units are intended to qualify as profits interests for US federal income tax purposes. The AO LTIP Units are convertible at the reporting person's election into vested LTIP Units ("LTIP Units") of Public Storage OP, which LTIP Units are intended to qualify as profits interests for US federal income tax purposes. The LTIP Units are convertible, conditioned upon the satisfaction of minimum allocations to the capital accounts of the LTIP Units for federal income tax purposes, into Common Units in Public Storage OP ("OP Units"). The OP Units may be exchanged by the reporting person for Common Shares or the equivalent cash value of Common Shares, as determined by the Company. Read SEC document |
| March 05, 2024 Filed Mar 7, 2024 00:02 UTC | Public Storage PSA · Entity 1436 | Disposition to issuerStock Option (Right to Buy) · Derivative | 10,327 | Not disclosed Strike: $219.87 | Not disclosed |
DisclosureSEC source: 0001393311-24-000063 · wk-form4_1709769732.xml · derivative · entry 2 STONE HEISZ LESLIE · CIK 0001235408 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Shares · 10,327 shares Expires 2027-02-22 F2 · derivative.exercise_price: This option was previously reported as an option for 15,000 common shares, par value $0.10 per share ("Common Shares"), of Public Storage (the "Company") at an exercise price of $227.07, but, pursuant to anti-dilution provisions of the Company's 2016 Equity and Performance-Based Incentive Compensation Plan, was adjusted to reflect the special dividend declared by the Company on July 22, 2022. Previously, the reporting person exercised this option as to 5,000 Common Shares. On March 5, 2024, the Company canceled the option upon surrender to the Company by the reporting person (the "2017 Canceled Option"). F2 · shares: This option was previously reported as an option for 15,000 common shares, par value $0.10 per share ("Common Shares"), of Public Storage (the "Company") at an exercise price of $227.07, but, pursuant to anti-dilution provisions of the Company's 2016 Equity and Performance-Based Incentive Compensation Plan, was adjusted to reflect the special dividend declared by the Company on July 22, 2022. Previously, the reporting person exercised this option as to 5,000 Common Shares. On March 5, 2024, the Company canceled the option upon surrender to the Company by the reporting person (the "2017 Canceled Option"). F2 · price: This option was previously reported as an option for 15,000 common shares, par value $0.10 per share ("Common Shares"), of Public Storage (the "Company") at an exercise price of $227.07, but, pursuant to anti-dilution provisions of the Company's 2016 Equity and Performance-Based Incentive Compensation Plan, was adjusted to reflect the special dividend declared by the Company on July 22, 2022. Previously, the reporting person exercised this option as to 5,000 Common Shares. On March 5, 2024, the Company canceled the option upon surrender to the Company by the reporting person (the "2017 Canceled Option"). F2 · derivative.underlying_shares: This option was previously reported as an option for 15,000 common shares, par value $0.10 per share ("Common Shares"), of Public Storage (the "Company") at an exercise price of $227.07, but, pursuant to anti-dilution provisions of the Company's 2016 Equity and Performance-Based Incentive Compensation Plan, was adjusted to reflect the special dividend declared by the Company on July 22, 2022. Previously, the reporting person exercised this option as to 5,000 Common Shares. On March 5, 2024, the Company canceled the option upon surrender to the Company by the reporting person (the "2017 Canceled Option"). Read SEC document |
| February 08, 2024 Filed Feb 8, 2024 23:08 UTC | Edwards Lifesciences Corp EW · Entity 3026 | Exercise / conversionDirector Stock Option (Right to Acquire) · Derivative | 7,056 | $0.00 Strike: $36.86 | $0.00 |
DisclosureSEC source: 0001225208-24-001791 · doc4.xml · derivative · entry 3 STONE HEISZ LESLIE · CIK 0001235408 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 7,056 shares Expires 2024-05-11 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. Read SEC document |
| February 08, 2024 Filed Feb 8, 2024 23:08 UTC | Edwards Lifesciences Corp EW · Entity 3026 | SaleCommon Stock | 7,056 | $86.45 | $609,991.20 |
DisclosureSEC source: 0001225208-24-001791 · doc4.xml · nonDerivative · entry 2 STONE HEISZ LESLIE · CIK 0001235408 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 26,980 Read SEC document |
| February 08, 2024 Filed Feb 8, 2024 23:08 UTC | Edwards Lifesciences Corp EW · Entity 3026 | Exercise / conversionCommon Stock | 7,056 | $36.86 | $260,107.44 |
DisclosureSEC source: 0001225208-24-001791 · doc4.xml · nonDerivative · entry 1 STONE HEISZ LESLIE · CIK 0001235408 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 34,036 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 |
| August 10, 2023 Filed Aug 10, 2023 21:48 UTC | Edwards Lifesciences Corp EW · Entity 3026 | SaleCommon Stock | 3,303 | $78.87 | $260,508.60 |
DisclosureSEC source: 0001225208-23-008187 · doc4.xml · nonDerivative · entry 1 STONE HEISZ LESLIE · CIK 0001235408 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 26,980 Read SEC document |
| May 12, 2023 Filed May 15, 2023 22:22 UTC | Edwards Lifesciences Corp EW · Entity 3026 | GrantDirector Stock Option (Right to Acquire) · Derivative | 1,795 | $0.00 Strike: $89.18 | $0.00 |
DisclosureSEC source: 0001225208-23-005905 · doc4.xml · derivative · entry 2 STONE HEISZ LESLIE · CIK 0001235408 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,795 Underlying: Common Stock · 1,795 shares Expires 2030-05-11 F2 · derivative.exercise_date: These options were granted on May 12, 2023 under the Edwards Lifesciences Corporation 2020 Nonemployee Directors Stock Incentive Program and became fully exercisable on the grant date. Read SEC document |
| May 12, 2023 Filed May 15, 2023 22:22 UTC | Edwards Lifesciences Corp EW · Entity 3026 | GrantCommon Stock | 2,803 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-23-005905 · doc4.xml · nonDerivative · entry 1 STONE HEISZ LESLIE · CIK 0001235408 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 30,283 F1 · shares: These restricted stock units were granted on May 12, 2023 under the Edwards Lifesciences Corporation 2020 Nonemployee Directors Stock Incentive Program. They are scheduled to become 100% vested after the earlier of one year from the grant date or the Issuer's next annual meeting of stockholders. Read SEC document |
| May 02, 2023 Filed May 4, 2023 16:12 UTC | Public Storage PSA · Entity 1436 | GrantStock Option (Right to Buy) · Derivative | 5,000 | $0.00 Strike: $286.81 | $0.00 |
DisclosureSEC source: 0001393311-23-000031 · wk-form4_1683216764.xml · derivative · entry 1 STONE HEISZ LESLIE · CIK 0001235408 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,000 Underlying: Common Shares · 5,000 shares Expires 2033-05-02 F1 · security: Stock Option granted pursuant to the Public Storage 2021 Equity and Performance-Based Incentive Compensation Plan. Option vests in three (3) equal annual installments beginning one (1) year from the grant date. F2 · derivative.exercise_date: This option to purchase 5,000 common shares becomes exercisable as to one-third on each of May 2, 2024, 2025, and 2026. Read SEC document |
| February 16, 2023 Filed Feb 16, 2023 23:21 UTC | Edwards Lifesciences Corp EW · Entity 3026 | Exercise / conversionDirector Stock Option (Right to Acquire) · Derivative | 9,671 | $0.00 Strike: $35.68 | $0.00 |
DisclosureSEC source: 0001225208-23-002133 · doc4.xml · derivative · entry 3 STONE HEISZ LESLIE · CIK 0001235408 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 9,671 shares Expires 2023-07-13 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 16, 2023 Filed Feb 16, 2023 23:21 UTC | Edwards Lifesciences Corp EW · Entity 3026 | SaleCommon Stock | 9,671 | $76.82 | $742,941.69 |
DisclosureSEC source: 0001225208-23-002133 · doc4.xml · nonDerivative · entry 2 STONE HEISZ LESLIE · CIK 0001235408 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 27,480 F1 · price: This transaction was executed in multiple trades at prices ranging from $76.71 to $76.92. The price reported above reflects the weighted average sale price. The Reporting Person hereby undertakes to provide, upon request by the SEC staff, the Issuer, or a security holder of the Issuer, full information regarding the number of shares and prices at which the transaction was effected. Read SEC document |
| February 16, 2023 Filed Feb 16, 2023 23:21 UTC | Edwards Lifesciences Corp EW · Entity 3026 | Exercise / conversionCommon Stock | 9,671 | $35.68 | $345,029.37 |
DisclosureSEC source: 0001225208-23-002133 · doc4.xml · nonDerivative · entry 1 STONE HEISZ LESLIE · CIK 0001235408 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 37,151 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 04, 2022 Filed May 5, 2022 21:49 UTC | Edwards Lifesciences Corp EW · Entity 3026 | GrantDirector Stock Option (Right to Acquire) · Derivative | 2,209 | $0.00 Strike: $108.65 | $0.00 |
DisclosureSEC source: 0001225208-22-006576 · doc4.xml · derivative · entry 2 STONE HEISZ LESLIE · CIK 0001235408 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,209 Underlying: Common Stock · 2,209 shares Expires 2029-05-03 F2 · derivative.exercise_date: These options were granted on May 4, 2022 under the Edwards Lifesciences Corporation 2020 Nonemployee Directors Stock Incentive Program and became fully exercisable on the grant date. Read SEC document |
| May 04, 2022 Filed May 5, 2022 21:49 UTC | Edwards Lifesciences Corp EW · Entity 3026 | GrantCommon Stock | 2,300 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-22-006576 · doc4.xml · nonDerivative · entry 1 STONE HEISZ LESLIE · CIK 0001235408 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 27,480 F1 · shares: These restricted stock units were granted on May 4, 2022 under the Edwards Lifesciences Corporation 2020 Nonemployee Directors Stock Incentive Program. They are scheduled to become 100% vested after the earlier of one year from the grant date or the Issuer's next annual meeting of stockholders. Read SEC document |
| April 28, 2022 Filed May 2, 2022 20:11 UTC | Public Storage PSA · Entity 1436 | GrantStock Option (Right to Buy) · Derivative | 5,000 | $0.00 Strike: $398.97 | $0.00 |
DisclosureSEC source: 0001062993-22-011203 · form4.xml · derivative · entry 1 STONE HEISZ LESLIE · CIK 0001235408 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,000 Underlying: Common Stock · 5,000 shares Expires 2032-04-28 F1 · security: Stock Option granted pursuant to the 2021 Equity and Performance-Based Incentive Compensation Plan. Option vests in three (3) equal annual installments beginning one (1) year from the grant date. F2 · derivative.exercise_date: This option to purchase 5,000 shares of common stock becomes exercisable as to one-third on each of April 28, 2023, 2024, and 2025. Read SEC document |
| December 31, 2021 Filed Jan 4, 2022 01:46 UTC | Public Storage PSA · Entity 1436 | GrantCommon Stock | 91 | $374.56 | $34,084.96 |
DisclosureSEC source: 0001567619-22-000115 · doc1.xml · nonDerivative · entry 1 STONE HEISZ LESLIE · CIK 0001235408 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,453 F1 · shares: Grant of fully-vested deferred stock units pursuant to the Company's Non-Management Trustee Compensation and Deferral Program under the Company's 2021 Equity and Performance-Based Incentive Compensation Plan. Each deferred stock unit represents the right to receive one share of the Company's common stock. The number of deferred stock units granted represents the quotient of the dollar amount of the cash retainers the reporting person has earned for the applicable calendar quarter, divided by the Company's closing stock price on the grant date, rounded up to the nearest deferred stock unit. The deferred stock units will be settled in shares of unrestricted common stock (i) in a lump sum on January 1st of the calendar year following the reporting person's separation from service as a trustee or (ii) in a lump sum upon the reporting person's earlier death or disability or upon an earlier change of control of the Company. F2 · balance_after: Includes 455 deferred stock units. Read SEC document |
| December 15, 2021 Filed Dec 17, 2021 16:41 UTC | Public Storage PSA · Entity 1436 | Exercise / conversionStock Option (Right to Buy) · Derivative | 5,000 | $0.00 Strike: $223.93 | $0.00 |
DisclosureSEC source: 0001567619-21-022217 · doc1.xml · derivative · entry 5 STONE HEISZ LESLIE · CIK 0001235408 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 5,000 shares Expires 2027-04-26 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. F3 · security: Stock option granted pursuant to the 2016 Equity and Performance-Based Incentive Compensation Plan. Option vested in three (3) equal annual installments beginning one (1) year from the date of grant. Read SEC document |
| December 15, 2021 Filed Dec 17, 2021 16:41 UTC | Public Storage PSA · Entity 1436 | Exercise / conversionStock Option (Right to Buy) · Derivative | 5,000 | $0.00 Strike: $227.07 | $0.00 |
DisclosureSEC source: 0001567619-21-022217 · doc1.xml · derivative · entry 4 STONE HEISZ LESLIE · CIK 0001235408 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,000 Underlying: Common Stock · 5,000 shares Expires 2027-02-23 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. F3 · security: Stock option granted pursuant to the 2016 Equity and Performance-Based Incentive Compensation Plan. Option vested in three (3) equal annual installments beginning one (1) year from the date of grant. Read SEC document |
| December 15, 2021 Filed Dec 17, 2021 16:41 UTC | Public Storage PSA · Entity 1436 | SaleCommon Stock | 9,045 | $362.26 | $3,276,641.70 |
DisclosureSEC source: 0001567619-21-022217 · doc1.xml · nonDerivative · entry 3 STONE HEISZ LESLIE · CIK 0001235408 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,362 F2 · price: Represents weighted average price. These shares were sold at prices ranging betwen $361.74 and $362.61. Full information regarding the number of shares sold at each separate price will be provided by the reporting person upon request to the staff of the Securities and Exchange Commission, the issuer, or a security holder of the issuer. F1 · balance_after: Includes 364 deferred stock units. Read SEC document |
| December 15, 2021 Filed Dec 17, 2021 16:41 UTC | Public Storage PSA · Entity 1436 | Exercise / conversionCommon Stock | 5,000 | $223.93 | $1,119,650.00 |
DisclosureSEC source: 0001567619-21-022217 · doc1.xml · nonDerivative · entry 2 STONE HEISZ LESLIE · CIK 0001235408 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,407 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · balance_after: Includes 364 deferred stock units. Read SEC document |
| December 15, 2021 Filed Dec 17, 2021 16:41 UTC | Public Storage PSA · Entity 1436 | Exercise / conversionCommon Stock | 5,000 | $227.07 | $1,135,350.00 |
DisclosureSEC source: 0001567619-21-022217 · doc1.xml · nonDerivative · entry 1 STONE HEISZ LESLIE · CIK 0001235408 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,407 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · balance_after: Includes 364 deferred stock units. Read SEC document |
| September 30, 2021 Filed Oct 4, 2021 18:56 UTC | Public Storage PSA · Entity 1436 | GrantCommon Stock | 114 | $297.10 | $33,869.40 |
DisclosureSEC source: 0001123292-21-001324 · edgar.xml · nonDerivative · entry 1 STONE HEISZ LESLIE · CIK 0001235408 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,407 F1 · shares: Grant of fully-vested deferred stock units pursuant to the Company's Non-Management Trustee Compensation and Deferral Program under the Company's 2016 Equity and Performance-Based Incentive Compensation Plan. Each deferred stock unit represents the right to receive one share of the Company's common stock. The number of deferred stock units granted represents the quotient of the dollar amount of the cash retainers the reporting person has earned for the applicable calendar quarter, divided by the Company's closing stock price on the grant date, rounded up to the nearest deferred stock unit. The deferred stock units will be settled in shares of unrestricted common stock (i) in a lump sum on January 1st of the calendar year following the reporting person's separation from service as a trustee or (ii) in a lump sum upon the reporting person's earlier death or disability or upon an earlier change of control of the Company. F2 · balance_after: Includes 364 deferred stock units. Read SEC document |
| August 20, 2021 Filed Aug 23, 2021 17:41 UTC | Public Storage PSA · Entity 1436 | Exercise / conversionStock Option (right to buy) · Derivative | 5,000 | $0.00 Strike: $193.71 | $0.00 |
DisclosureSEC source: 0001123292-21-001227 · edgar.xml · derivative · entry 3 STONE HEISZ LESLIE · CIK 0001235408 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 5,000 shares Expires 2028-04-25 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. F3 · security: Stock option granted pursuant to the 2016 Equity and Performance-Based Incentive Compensation Plan. Option vested in three (3) equal annual installments beginning one (1) year from the date of grant. Read SEC document |
| August 20, 2021 Filed Aug 23, 2021 17:41 UTC | Public Storage PSA · Entity 1436 | SaleCommon Stock | 3,957 | $323.70 | $1,280,880.90 |
DisclosureSEC source: 0001123292-21-001227 · edgar.xml · nonDerivative · entry 2 STONE HEISZ LESLIE · CIK 0001235408 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,293 F2 · price: Represents weighted average price. These shares were sold at prices ranging betwen $323.385 and $324.065. Full information regarding the number of shares sold at each separate price will be provided by the reporting person upon request to the staff of the Securities and Exchange Commission, the issuer, or a security holder of the issuer. F1 · balance_after: Includes 250 deferred stock units. Read SEC document |
| August 20, 2021 Filed Aug 23, 2021 17:41 UTC | Public Storage PSA · Entity 1436 | Exercise / conversionCommon Stock | 5,000 | $193.71 | $968,550.00 |
DisclosureSEC source: 0001123292-21-001227 · edgar.xml · nonDerivative · entry 1 STONE HEISZ LESLIE · CIK 0001235408 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,250 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · balance_after: Includes 250 deferred stock units. Read SEC document |
| June 30, 2021 Filed Jul 2, 2021 22:51 UTC | Public Storage PSA · Entity 1436 | GrantCommon Stock | 113 | $300.69 | $33,977.97 |
DisclosureSEC source: 0001123292-21-001102 · edgar.xml · nonDerivative · entry 1 STONE HEISZ LESLIE · CIK 0001235408 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 250 F1 · shares: Grant of fully-vested deferred stock units pursuant to the Company's Non-Management Trustee Compensation and Deferral Program under the Company's 2016 Equity and Performance-Based Incentive Compensation Plan. Each deferred stock unit represents the right to receive one share of the Company's common stock. The number of deferred stock units granted represents the quotient of the dollar amount of the cash retainers the reporting person has earned for the applicable calendar quarter, divided by the Company's closing stock price on the grant date, rounded up to the nearest deferred stock unit. The deferred stock units will be settled in shares of unrestricted common stock (i) in a lump sum on January 1st of the calendar year following the reporting person's separation from service as a trustee or (ii) in a lump sum upon the reporting person's earlier death or disability or upon an earlier change of control of the Company. F2 · balance_after: Includes 250 deferred stock units. Read SEC document |
| May 05, 2021 Filed May 7, 2021 22:31 UTC | Edwards Lifesciences Corp EW · Entity 3026 | GrantCommon Stock | 2,615 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-21-007757 · doc4.xml · nonDerivative · entry 1 STONE HEISZ LESLIE · CIK 0001235408 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 25,180 F1 · shares: These restricted stock units were granted on May 5, 2021 under the Edwards Lifesciences Corporation 2020 Nonemployee Directors Stock Incentive Program. They are scheduled to become 100% vested after the earlier of one year from the grant date or the Issuer's next annual meeting of stockholders. The underlying common stock (net of any shares sold to cover applicable taxes) must be held until the director ceases to serve on the Issuer's Board. Read SEC document |
| April 26, 2021 Filed Apr 28, 2021 20:03 UTC | Public Storage PSA · Entity 1436 | GrantStock Option (Right to Buy) · Derivative | 5,000 | $0.00 Strike: $275.12 | $0.00 |
DisclosureSEC source: 0001123292-21-000719 · edgar.xml · derivative · entry 1 STONE HEISZ LESLIE · CIK 0001235408 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,000 Underlying: Common Stock · 5,000 shares Expires 2031-04-26 F1 · security: Stock Option granted pursuant to the 2016 Equity and Performance-Based Incentive Compensation Plan. Option vests in three (3) equal annual installments beginning one (1) year from the grant date. F2 · derivative.exercise_date: This option to purchase 5,000 shares of common stock becomes exercisable as to one-third on each of April 26, 2022, 2023, and 2024. Read SEC document |
| April 23, 2021 Filed Apr 24, 2021 01:24 UTC | Edwards Lifesciences Corp EW · Entity 3026 | Exercise / conversionDirector Stock Option (Right to Acquire) · Derivative | 10,000 | $0.00 Strike: $35.68 | $0.00 |
DisclosureSEC source: 0001225208-21-006981 · doc4.xml · derivative · entry 3 STONE HEISZ LESLIE · CIK 0001235408 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,671 Underlying: Common Stock · 10,000 shares Expires 2023-07-13 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 |
| April 23, 2021 Filed Apr 24, 2021 01:24 UTC | Edwards Lifesciences Corp EW · Entity 3026 | SaleCommon Stock | 6,707 | $97.52 | $654,066.64 |
DisclosureSEC source: 0001225208-21-006981 · doc4.xml · nonDerivative · entry 2 STONE HEISZ LESLIE · CIK 0001235408 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 22,565 F1 · shares: The Issuer requires that upon vesting or exercise of equity awarded after 2011, each director is required to hold the underlying common stock (net of any shares sold to cover the exercise price and applicable taxes) until the director's Board service ends. These shares underlying the options exercised were sold to cover the exercise price and applicable taxes. Read SEC document |
| April 23, 2021 Filed Apr 24, 2021 01:24 UTC | Edwards Lifesciences Corp EW · Entity 3026 | Exercise / conversionCommon Stock | 10,000 | $35.68 | $356,767.00 |
DisclosureSEC source: 0001225208-21-006981 · doc4.xml · nonDerivative · entry 1 STONE HEISZ LESLIE · CIK 0001235408 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 29,272 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 31, 2021 Filed Apr 2, 2021 17:54 UTC | Public Storage PSA · Entity 1436 | GrantCommon Stock | 137 | $246.76 | $33,806.12 |
DisclosureSEC source: 0001567619-21-007442 · doc1.xml · nonDerivative · entry 1 STONE HEISZ LESLIE · CIK 0001235408 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 137 F1 · shares: Grant of fully-vested deferred stock units pursuant to the Company's Non-Management Trustee Compensation and Deferral Program under the Company's 2016 Equity and Performance-Based Incentive Compensation Plan. Each deferred stock unit represents the right to receive one share of the Company's common stock. The number of deferred stock units granted represents the quotient of the dollar amount of the cash retainers the reporting person has earned for the applicable calendar quarter, divided by the Company's closing stock price on the grant date, rounded up to the nearest deferred stock unit. The deferred stock units will be settled in shares of unrestricted common stock (i) in a lump sum on January 1st of the calendar year following the reporting person's separation from service as a trustee or (ii) in a lump sum upon the reporting person's earlier death or disability or upon an earlier change of control of the Company. F2 · balance_after: Includes 137 deferred stock units. Read SEC document |
| May 08, 2020 Filed May 11, 2020 18:16 UTC | Edwards Lifesciences Corp EW · Entity 3026 | GrantDirector Stock Option (Right to Acquire) · Derivative | 1,033 | $0.00 Strike: $217.84 | $0.00 |
DisclosureSEC source: 0001225208-20-007368 · doc4.xml · derivative · entry 2 STONE HEISZ LESLIE · CIK 0001235408 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,033 Underlying: Common Stock · 1,033 shares Expires 2027-05-07 F2 · shares: These options were granted on May 8, 2020 under the Edwards Lifesciences Corporation 2020 Nonemployee Directors Stock Incentive Program and became fully exercisable on the grant date. F2 · derivative.exercise_date: These options were granted on May 8, 2020 under the Edwards Lifesciences Corporation 2020 Nonemployee Directors Stock Incentive Program and became fully exercisable on the grant date. Read SEC document |
| May 08, 2020 Filed May 11, 2020 18:16 UTC | Edwards Lifesciences Corp EW · Entity 3026 | GrantCommon Stock | 1,101 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-20-007368 · doc4.xml · nonDerivative · entry 1 STONE HEISZ LESLIE · CIK 0001235408 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,424 F1 · shares: These restricted stock units were granted on May 8, 2020 under the Edwards Lifesciences Corporation 2020 Nonemployee Directors Stock Incentive Program. They are scheduled to become 100% vested after the earlier of one year from the grant date or Issuer's next annual meeting of stockholders. The underlying common stock (net of any shares sold to cover applicable taxes) must be held until the director ceases to serve on Issuer's Board. Read SEC document |
| April 21, 2020 Filed Apr 24, 2020 00:11 UTC | Public Storage PSA · Entity 1436 | GrantStock Option (Right to Buy) · Derivative | 5,000 | $0.00 Strike: $190.90 | $0.00 |
DisclosureSEC source: 0001567619-20-008360 · doc1.xml · derivative · entry 1 STONE HEISZ LESLIE · CIK 0001235408 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,000 Underlying: Common Stock · 5,000 shares Expires 2030-04-21 F1 · security: Stock Option granted pursuant to the 2016 Equity and Performance-Based Incentive Compensation Plan. Option vests in three (3) equal annual installments beginning one (1) year from the grant date. F2 · derivative.exercise_date: This option to purchase 5,000 shares of common stock becomes exercisable as to one-third on each of April 21, 2021, 2022, and 2023. Read SEC document |
| May 09, 2019 Filed May 13, 2019 22:35 UTC | Edwards Lifesciences Corp EW · Entity 3026 | GrantCommon Stock | 311 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-19-007858 · doc4.xml · nonDerivative · entry 2 STONE HEISZ LESLIE · CIK 0001235408 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,323 F2 · shares: This restricted stock was granted on May 9, 2019 under the Edwards Lifesciences Corporation Nonemployee Directors Stock Incentive Program and is scheduled to become 100% vested on March 15, 2020. 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.