Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| IRON MOUNTAIN INCIRM · Entity 517 | EVP & GM, Asset Lifestyle Mgmt | March 29, 2022 | March 31, 2022 |
| REGENCY CENTERS CORPREG · Entity 3380 | Director | May 11, 2026 | May 12, 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.
IRON MOUNTAIN INC
Report date March 29, 2022 · Filed March 31, 2022
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common Stock, par value $.01 per shareSEC Table I · non-derivative | Direct | 67,687 |
Ending reported balance
After 2022-03-29 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2022-03-29 · Exercise / conversion · Acquired 29,037 · Balance 96,724 F1: This transaction was effected pursuant to a 10b5-1 trading plan which was approved and became effective August 27, 2021. Row 2 · 2022-03-29 · Sale · Disposed 29,037 · Balance 67,687 F1: This transaction was effected pursuant to a 10b5-1 trading plan which was approved and became effective August 27, 2021. |
| Employee Stock Option (Right to Buy)SEC Table II · derivative / convertible security · Conversion / exercise price $33.72 · Expires 2028-02-15 | Direct | 0 |
Reported balance
After 2022-03-29 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2022-03-29 · Exercise / conversion · Disposed 29,037 · Balance 0 F2: This stock option, representing a right to purchase a total of 29,037 shares, is fully vested. |
Filing footnotes · ownership attribution and instrument terms
F1: This transaction was effected pursuant to a 10b5-1 trading plan which was approved and became effective August 27, 2021.
F2: This stock option, representing a right to purchase a total of 29,037 shares, is fully vested.
REGENCY CENTERS CORP
Report date May 11, 2026 · Filed May 12, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 22,539 |
Ending reported balance
After 2026-05-11 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2026-05-11 · Exercise / conversion · Acquired 1,736 · Balance 22,468 F1: Vesting of restricted stock grant pursuant to Regency's Omnibus Incentive Plan. Row 2 · 2026-05-11 · Exercise / conversion · Acquired 71 · Balance 22,539 F2: Settlement of dividend equivalent rights in connection with vesting of restrictive stock. The rights accrued when and as dividends were paid on Regency's common stock and vested proportionately with the restricted stock. Each dividend equivalent is the equivalent of one share of Regency's common stock. |
| Restricted StockSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 | Direct | 0 |
Reported balance
After 2026-05-11 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2026-05-11 · Exercise / conversion · Disposed 1,736 · Balance 0 F1: Vesting of restricted stock grant pursuant to Regency's Omnibus Incentive Plan. |
| Dividend Equivalent RightsSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 | Direct | 0 |
Reported balance
After 2026-05-11 transaction · row 4
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 4 · 2026-05-11 · Exercise / conversion · Disposed 71 · Balance 0 F2: Settlement of dividend equivalent rights in connection with vesting of restrictive stock. The rights accrued when and as dividends were paid on Regency's common stock and vested proportionately with the restricted stock. Each dividend equivalent is the equivalent of one share of Regency's common stock. |
Filing footnotes · ownership attribution and instrument terms
F1: Vesting of restricted stock grant pursuant to Regency's Omnibus Incentive Plan.
F2: Settlement of dividend equivalent rights in connection with vesting of restrictive stock. The rights accrued when and as dividends were paid on Regency's common stock and vested proportionately with the restricted stock. Each dividend equivalent is the equivalent of one share of Regency's common stock.
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 |
|---|---|---|---|---|---|---|
| February 16, 2017 Filed Feb 22, 2017 01:39 UTC | IRON MOUNTAIN INC IRM · Entity 517 | GrantEmployee Stock Option (Right to Buy) · Derivative | 29,639 | $0.00 Strike: $37.00 | $0.00 |
DisclosureSEC source: 0001104659-17-010649 · a4.xml · derivative · entry 1 Evens Deirdre · CIK 0001401237 · Exec VP, Chief People Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 29,639 Underlying: Common Stock · 29,639 shares Expires 2027-02-16 F1 · derivative.exercise_date: This stock option becomes exercisable in three substantially equal annual installments beginning on the first anniversary of the grant date. 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.