Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Public StoragePSA · Entity 1436 | Chief Investment Officer | March 15, 2026 | March 17, 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.
Public Storage
Report date March 15, 2026 · Filed March 17, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| AO LTIP UnitsSEC Table II · derivative / convertible security · Conversion / exercise price $288.56 · Expires 2033-03-14 | Direct | 34,068 |
Reported balance
After 2026-03-15 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2026-03-15 · Grant · Acquired 34,068 · Balance 34,068 F1: Reflects an award of membership interests in Public Storage OP, L.P. ("Public Storage OP") designated as AO LTIP Units ("AO LTIP Units") granted pursuant to the Public Storage 2021 Equity and Performance-Based Incentive Compensation Plan. AO LTIP Units, if and as they become vested, are convertible at the reporting person's election into vested LTIP Units ("LTIP Units") of Public Storage OP, which 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"). OP Units may be exchanged by the reporting person for Public Storage common shares or the equivalent cash value of common shares, as determined by Public Storage. AO LTIP Units and LTIP Units are intended to qualify as profits interests for US federal income tax purposes. F2: Reflects an award of performance-based AO LTIP Units (substituted on February 26, 2024 for an award of stock options originally granted March 15, 2023), subject to a three year (2023-2026) performance period. As originally granted, this award was for 34,068 options (at target) with an exercise price of $288.56 per share. On February 26, 2024, the option award was cancelled upon surrender to Public Storage and the reporting person received a replacement award of AO LTIP Units upon substantially identical terms. On March 15, 2026, following completion of the performance period, the Compensation and Human Capital Committee certified performance at 100% of target, as reflected here. F3: Three-fifths of these AO LTIP Units will vest on March 20, 2026, with the remaining vesting ratably over the next two years. |
| LTIP UnitsSEC Table II · derivative / convertible security | Direct | 32,286 |
Reported balance
After 2026-03-15 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2026-03-15 · Grant · Acquired 8,837 · Balance 32,286 F4: Reflects an award of LTIP Units of Public Storage OP, which, if and as they become vested, are convertible, conditioned upon the satisfaction of minimum allocations to the capital accounts of the LTIP Units for federal income tax purposes, into OP Units. OP Units may be exchanged by the reporting person for Public Storage common shares or the equivalent cash value of common shares, as determined by Public Storage. LTIP Units are intended to qualify as profits interests for US federal income tax purposes. F5: Reflects an award of performance-based LTIP Units (substituted on February 26, 2024 for an award of restricted share units originally granted March 15, 2023), subject to a three year (2023-2026) performance period. On February 26, 2024, the restricted share unit award was cancelled upon surrender to Public Storage and the reporting person received a replacement award of LTIP Units upon substantially identical terms. On March 15, 2026, following completion of the performance period, the Compensation and Human Capital Committee certified performance at 100% of target, as reflected here. F6: Includes 18,885 vested LTIP Units and 13,401 LTIP Units subject to time-based vesting. |
| Common SharesSEC Table I · non-derivative | Direct | 10,227 |
Reported balance
Holding disclosure · report date 2026-03-15 · row 1
Holding and transaction disclosures are not merged.
1 source rowRow 1 · Balance 10,227 |
Filing footnotes · ownership attribution and instrument terms
F1: Reflects an award of membership interests in Public Storage OP, L.P. ("Public Storage OP") designated as AO LTIP Units ("AO LTIP Units") granted pursuant to the Public Storage 2021 Equity and Performance-Based Incentive Compensation Plan. AO LTIP Units, if and as they become vested, are convertible at the reporting person's election into vested LTIP Units ("LTIP Units") of Public Storage OP, which 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"). OP Units may be exchanged by the reporting person for Public Storage common shares or the equivalent cash value of common shares, as determined by Public Storage. AO LTIP Units and LTIP Units are intended to qualify as profits interests for US federal income tax purposes.
F2: Reflects an award of performance-based AO LTIP Units (substituted on February 26, 2024 for an award of stock options originally granted March 15, 2023), subject to a three year (2023-2026) performance period. As originally granted, this award was for 34,068 options (at target) with an exercise price of $288.56 per share. On February 26, 2024, the option award was cancelled upon surrender to Public Storage and the reporting person received a replacement award of AO LTIP Units upon substantially identical terms. On March 15, 2026, following completion of the performance period, the Compensation and Human Capital Committee certified performance at 100% of target, as reflected here.
F3: Three-fifths of these AO LTIP Units will vest on March 20, 2026, with the remaining vesting ratably over the next two years.
F4: Reflects an award of LTIP Units of Public Storage OP, which, if and as they become vested, are convertible, conditioned upon the satisfaction of minimum allocations to the capital accounts of the LTIP Units for federal income tax purposes, into OP Units. OP Units may be exchanged by the reporting person for Public Storage common shares or the equivalent cash value of common shares, as determined by Public Storage. LTIP Units are intended to qualify as profits interests for US federal income tax purposes.
F5: Reflects an award of performance-based LTIP Units (substituted on February 26, 2024 for an award of restricted share units originally granted March 15, 2023), subject to a three year (2023-2026) performance period. On February 26, 2024, the restricted share unit award was cancelled upon surrender to Public Storage and the reporting person received a replacement award of LTIP Units upon substantially identical terms. On March 15, 2026, following completion of the performance period, the Compensation and Human Capital Committee certified performance at 100% of target, as reflected here.
F6: Includes 18,885 vested LTIP Units and 13,401 LTIP Units subject to time-based vesting.
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 |
|---|---|---|---|---|---|---|
| March 15, 2026 Filed Mar 17, 2026 23:48 UTC | Public Storage PSA · Entity 1436 | GrantLTIP Units · Derivative | 8,837 | $0.00 | $0.00 |
DisclosureSEC source: 0001734897-26-000006 · wk-form4_1773791329.xml · derivative · entry 3 Boyle Tom · CIK 0001734897 · Chief Investment Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 32,286 Underlying: Common Shares · 8,837 shares Expires not disclosed F4 · security: Reflects an award of LTIP Units of Public Storage OP, which, if and as they become vested, are convertible, conditioned upon the satisfaction of minimum allocations to the capital accounts of the LTIP Units for federal income tax purposes, into OP Units. OP Units may be exchanged by the reporting person for Public Storage common shares or the equivalent cash value of common shares, as determined by Public Storage. LTIP Units are intended to qualify as profits interests for US federal income tax purposes. F5 · security: Reflects an award of performance-based LTIP Units (substituted on February 26, 2024 for an award of restricted share units originally granted March 15, 2023), subject to a three year (2023-2026) performance period. On February 26, 2024, the restricted share unit award was cancelled upon surrender to Public Storage and the reporting person received a replacement award of LTIP Units upon substantially identical terms. On March 15, 2026, following completion of the performance period, the Compensation and Human Capital Committee certified performance at 100% of target, as reflected here. F4 · derivative.exercise_price: Reflects an award of LTIP Units of Public Storage OP, which, if and as they become vested, are convertible, conditioned upon the satisfaction of minimum allocations to the capital accounts of the LTIP Units for federal income tax purposes, into OP Units. OP Units may be exchanged by the reporting person for Public Storage common shares or the equivalent cash value of common shares, as determined by Public Storage. LTIP Units are intended to qualify as profits interests for US federal income tax purposes. F5 · shares: Reflects an award of performance-based LTIP Units (substituted on February 26, 2024 for an award of restricted share units originally granted March 15, 2023), subject to a three year (2023-2026) performance period. On February 26, 2024, the restricted share unit award was cancelled upon surrender to Public Storage and the reporting person received a replacement award of LTIP Units upon substantially identical terms. On March 15, 2026, following completion of the performance period, the Compensation and Human Capital Committee certified performance at 100% of target, as reflected here. F4 · derivative.exercise_date: Reflects an award of LTIP Units of Public Storage OP, which, if and as they become vested, are convertible, conditioned upon the satisfaction of minimum allocations to the capital accounts of the LTIP Units for federal income tax purposes, into OP Units. OP Units may be exchanged by the reporting person for Public Storage common shares or the equivalent cash value of common shares, as determined by Public Storage. LTIP Units are intended to qualify as profits interests for US federal income tax purposes. F4 · derivative.expiration_date: Reflects an award of LTIP Units of Public Storage OP, which, if and as they become vested, are convertible, conditioned upon the satisfaction of minimum allocations to the capital accounts of the LTIP Units for federal income tax purposes, into OP Units. OP Units may be exchanged by the reporting person for Public Storage common shares or the equivalent cash value of common shares, as determined by Public Storage. LTIP Units are intended to qualify as profits interests for US federal income tax purposes. F6 · balance_after: Includes 18,885 vested LTIP Units and 13,401 LTIP Units subject to time-based vesting. Read SEC document |
| March 15, 2026 Filed Mar 17, 2026 23:48 UTC | Public Storage PSA · Entity 1436 | GrantAO LTIP Units · Derivative | 34,068 | $0.00 Strike: $288.56 | $0.00 |
DisclosureSEC source: 0001734897-26-000006 · wk-form4_1773791329.xml · derivative · entry 2 Boyle Tom · CIK 0001734897 · Chief Investment Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 34,068 Underlying: Common Shares · 34,068 shares Expires 2033-03-14 F1 · security: Reflects an award of membership interests in Public Storage OP, L.P. ("Public Storage OP") designated as AO LTIP Units ("AO LTIP Units") granted pursuant to the Public Storage 2021 Equity and Performance-Based Incentive Compensation Plan. AO LTIP Units, if and as they become vested, are convertible at the reporting person's election into vested LTIP Units ("LTIP Units") of Public Storage OP, which 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"). OP Units may be exchanged by the reporting person for Public Storage common shares or the equivalent cash value of common shares, as determined by Public Storage. AO LTIP Units and LTIP Units are intended to qualify as profits interests for US federal income tax purposes. F2 · security: Reflects an award of performance-based AO LTIP Units (substituted on February 26, 2024 for an award of stock options originally granted March 15, 2023), subject to a three year (2023-2026) performance period. As originally granted, this award was for 34,068 options (at target) with an exercise price of $288.56 per share. On February 26, 2024, the option award was cancelled upon surrender to Public Storage and the reporting person received a replacement award of AO LTIP Units upon substantially identical terms. On March 15, 2026, following completion of the performance period, the Compensation and Human Capital Committee certified performance at 100% of target, as reflected here. F2 · shares: Reflects an award of performance-based AO LTIP Units (substituted on February 26, 2024 for an award of stock options originally granted March 15, 2023), subject to a three year (2023-2026) performance period. As originally granted, this award was for 34,068 options (at target) with an exercise price of $288.56 per share. On February 26, 2024, the option award was cancelled upon surrender to Public Storage and the reporting person received a replacement award of AO LTIP Units upon substantially identical terms. On March 15, 2026, following completion of the performance period, the Compensation and Human Capital Committee certified performance at 100% of target, as reflected here. F3 · derivative.exercise_date: Three-fifths of these AO LTIP Units will vest on March 20, 2026, with the remaining vesting ratably over the next two years. Read SEC document |
| February 10, 2026 Filed Feb 12, 2026 23:49 UTC | Public Storage PSA · Entity 1436 | GrantAO LTIP Units · Derivative | 242,248 | $0.00 Strike: $350.00 | $0.00 |
DisclosureSEC source: 0001734897-26-000002 · wk-form4_1770940190.xml · derivative · entry 1 Boyle Tom · CIK 0001734897 · CFO and CIO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 242,248 Underlying: Common Shares · 242,248 shares Expires 2036-02-09 F1 · security: Reflects a promotion award of membership interests in Public Storage OP, L.P. ("Public Storage OP") designated as AO LTIP Units ("AO LTIP Units") granted pursuant to the Amended and Restated Public Storage 2021 Equity and Performance-Based Incentive Compensation Plan. The AO LTIP Units vest as to 60% on the sixth anniversary of the grant date with the remaining 40% vesting ratably over the following two years. [footnote continues] F2 · security: [continued from footnote] Vested AO LTIP Units are convertible at the reporting person's election into vested LTIP Units ("LTIP Units") of Public Storage OP, which 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"). OP Units may be exchanged by the reporting person for Public Storage common shares or the equivalent cash value of common shares, as determined by Public Storage. AO LTIP Units and LTIP Units are intended to qualify as profits interests for US federal income tax purposes. F3 · derivative.exercise_date: These AO LTIP Units become exercisable as to 60% on February 10, 2032, 20% on February 10, 2033, and 20% on February 10, 2034. Read SEC document |
| February 10, 2026 Filed Feb 24, 2026 16:40 UTC Amendment | Public Storage PSA · Entity 1436 | GrantAO LTIP Units · Derivative | 229,621 | $0.00 Strike: $350.00 | $0.00 |
DisclosureSEC source: 0001734897-26-000004 · wk-form4a_1771951252.xml · derivative · entry 1 Boyle Tom · CIK 0001734897 · Chief Investment Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 229,621 Underlying: Common Shares · 229,621 shares Expires 2036-02-09 F1 · security: Reflects a promotion award of membership interests in Public Storage OP, L.P. ("Public Storage OP") designated as AO LTIP Units ("AO LTIP Units") granted pursuant to the Amended and Restated Public Storage 2021 Equity and Performance-Based Incentive Compensation Plan. The AO LTIP Units vest as to 60% on the sixth anniversary of the grant date with the remaining 40% vesting ratably over the following two years. [footnote continues] F2 · security: [continued from footnote] Vested AO LTIP Units are convertible at the reporting person's election into vested LTIP Units ("LTIP Units") of Public Storage OP, which 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"). OP Units may be exchanged by the reporting person for Public Storage common shares or the equivalent cash value of common shares, as determined by Public Storage. AO LTIP Units and LTIP Units are intended to qualify as profits interests for US federal income tax purposes. F3 · shares: The original Form 4, filed on February 12, 2026, is being amended by this Form 4 amendment solely to correct an administrative error, which inadvertently overstated the number of AO LTIP Units the reporting person was granted on February 10, 2026. F4 · derivative.exercise_date: These AO LTIP Units become exercisable as to 60% on February 10, 2032, 20% on February 10, 2033, and 20% on February 10, 2034. F3 · balance_after: The original Form 4, filed on February 12, 2026, is being amended by this Form 4 amendment solely to correct an administrative error, which inadvertently overstated the number of AO LTIP Units the reporting person was granted on February 10, 2026. Read SEC document |
| March 05, 2025 Filed Mar 7, 2025 16:35 UTC | Public Storage PSA · Entity 1436 | GrantAO LTIP Units · Derivative | 13,810 | $0.00 Strike: $311.30 | $0.00 |
DisclosureSEC source: 0001393311-25-000044 · wk-form4_1741365342.xml · derivative · entry 1 Boyle Tom · CIK 0001734897 · CFO and CIO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 13,810 Underlying: Common Shares · 13,810 shares Expires 2035-03-04 F1 · security: Reflects an award of membership interests in Public Storage OP, L.P. ("Public Storage OP") designated as AO LTIP Units ("AO LTIP Units") granted pursuant to the Public Storage 2021 Equity and Performance-Based Incentive Compensation Plan. The AO LTIP Units vest in five (5) equal annual installments beginning one (1) year from the grant date. Vested AO LTIP Units are convertible at the reporting person's election into vested LTIP Units ("LTIP Units") of Public Storage OP, which 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"). OP Units may be exchanged by the reporting person for Public Storage common shares or the equivalent cash value of common shares, as determined by Public Storage. AO LTIP Units and LTIP Units are intended to qualify as profits interests for US federal income tax purposes. F2 · derivative.exercise_date: These AO LTIP Units become exercisable as to one-fifth on each of March 5, 2026, 2027, 2028, 2029, and 2030. Read SEC document |
| January 22, 2025 Filed Feb 6, 2025 23:01 UTC | Public Storage PSA · Entity 1436 | GrantLTIP Units · Derivative | 7,974 | $0.00 | $0.00 |
DisclosureSEC source: 0001393311-25-000021 · wk-form4_1738882893.xml · derivative · entry 2 Boyle Tom · CIK 0001734897 · CFO and CIO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 23,449 Underlying: Common Shares · 7,974 shares Expires not disclosed F4 · security: Reflects an award of LTIP Units of Public Storage OP, which, if and as they become vested, are convertible, conditioned upon the satisfaction of minimum allocations to the capital accounts of the LTIP Units for federal income tax purposes, into OP Units. OP Units may be exchanged by the reporting person for Public Storage common shares or the equivalent cash value of common shares, as determined by Public Storage. LTIP Units are intended to qualify as profits interests for US federal income tax purposes. F4 · derivative.exercise_price: Reflects an award of LTIP Units of Public Storage OP, which, if and as they become vested, are convertible, conditioned upon the satisfaction of minimum allocations to the capital accounts of the LTIP Units for federal income tax purposes, into OP Units. OP Units may be exchanged by the reporting person for Public Storage common shares or the equivalent cash value of common shares, as determined by Public Storage. LTIP Units are intended to qualify as profits interests for US federal income tax purposes. F5 · shares: Reflects an award of performance-based LTIP Units (substituted on February 26, 2024 for an award of restricted share units originally granted February 28, 2022), subject to a three year (2022-2024) performance period. On February 26, 2024, the restricted share unit award was cancelled upon surrender to Public Storage and the reporting person received a replacement award of LTIP Units upon substantially identical terms. On January 22, 2025, following completion of the performance period, the Compensation and Human Capital Committee certified performance at 130% of target, as reflected here. F4 · derivative.exercise_date: Reflects an award of LTIP Units of Public Storage OP, which, if and as they become vested, are convertible, conditioned upon the satisfaction of minimum allocations to the capital accounts of the LTIP Units for federal income tax purposes, into OP Units. OP Units may be exchanged by the reporting person for Public Storage common shares or the equivalent cash value of common shares, as determined by Public Storage. LTIP Units are intended to qualify as profits interests for US federal income tax purposes. F4 · derivative.expiration_date: Reflects an award of LTIP Units of Public Storage OP, which, if and as they become vested, are convertible, conditioned upon the satisfaction of minimum allocations to the capital accounts of the LTIP Units for federal income tax purposes, into OP Units. OP Units may be exchanged by the reporting person for Public Storage common shares or the equivalent cash value of common shares, as determined by Public Storage. LTIP Units are intended to qualify as profits interests for US federal income tax purposes. F6 · balance_after: Includes 3,718 vested LTIP Units and 19,731 LTIP Units subject to time-based vesting. Read SEC document |
| January 22, 2025 Filed Feb 6, 2025 23:01 UTC | Public Storage PSA · Entity 1436 | GrantAO LTIP Units · Derivative | 29,097 | $0.00 Strike: $343.76 | $0.00 |
DisclosureSEC source: 0001393311-25-000021 · wk-form4_1738882893.xml · derivative · entry 1 Boyle Tom · CIK 0001734897 · CFO and CIO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 29,097 Underlying: Common Shares · 29,097 shares Expires 2032-02-27 F1 · security: Reflects an award of membership interests in Public Storage OP, L.P. ("Public Storage OP") designated as AO LTIP Units ("AO LTIP Units") granted pursuant to the Public Storage 2021 Equity and Performance-Based Incentive Compensation Plan. AO LTIP Units, if and as they become vested, are convertible at the reporting person's election into vested LTIP Units ("LTIP Units") of Public Storage OP, which 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"). OP Units may be exchanged by the reporting person for Public Storage common shares or the equivalent cash value of common shares, as determined by Public Storage. AO LTIP Units and LTIP Units are intended to qualify as profits interests for US federal income tax purposes. F2 · shares: Reflects an award of performance-based AO LTIP Units (substituted on February 26, 2024 for an award of stock options originally granted February 28, 2022), subject to a three year (2022-2024) performance period. As originally granted, this award was for 21,674 options (at target) with an exercise price of $355.02 per share. Pursuant to anti-dilution provisions of the Public Storage 2021 Equity and Performance-Based Incentive Compensation Plan, these options were adjusted to reflect the special dividend declared by Public Storage on July 22, 2022. On February 26, 2024, the option award was cancelled upon surrender to Public Storage and the reporting person received a replacement award of AO LTIP Units upon substantially identical terms. On January 22, 2025, following completion of the performance period, the Compensation and Human Capital Committee certified performance at 130% of target, as reflected here. F3 · derivative.exercise_date: Three-fifths of these AO LTIP Units will vest on February 28, 2025, with the remaining vesting ratably over the next two years. Read SEC document |
| March 05, 2024 Filed Mar 8, 2024 01:37 UTC | Public Storage PSA · Entity 1436 | GrantAO LTIP Units · Derivative | 16,973 | $0.00 Strike: $279.51 | $0.00 |
DisclosureSEC source: 0001393311-24-000079 · wk-form4_1709861851.xml · derivative · entry 1 Boyle Tom · CIK 0001734897 · CFO and CIO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 16,973 Underlying: Common Shares · 16,973 shares Expires 2034-03-04 F1 · security: Reflects an award of membership interests in Public Storage OP, L.P. ("Public Storage OP") designated as AO LTIP Units ("AO LTIP Units") granted pursuant to the Public Storage 2021 Equity and Performance-Based Incentive Compensation Plan. The AO LTIP Units vest in five (5) equal annual installments beginning one (1) year from the grant date. Vested AO LTIP Units are convertible at the reporting person's election into vested LTIP Units ("LTIP Units") of Public Storage OP, which 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"). OP Units may be exchanged by the reporting person for Public Storage common shares or the equivalent cash value of common shares, as determined by Public Storage. AO LTIP Units and LTIP Units are intended to qualify as profits interests for US federal income tax purposes. F2 · derivative.exercise_date: These AO LTIP Units become exercisable as to one-fifth on each of March 5, 2025, 2026, 2027, 2028, and 2029. Read SEC document |
| February 26, 2024 Filed Feb 29, 2024 00:13 UTC | Public Storage PSA · Entity 1436 | GrantAO LTIP Units · Derivative | 100,692 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001393311-24-000053 · wk-form4_1709165606.xml · derivative · entry 10 Boyle Tom · CIK 0001734897 · CFO and CIO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 100,692 Underlying: Common Shares · 100,692 shares Expires 2031-02-15 F10 · derivative.exercise_price: In exchange for each 2021 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. F10 · price: In exchange for each 2021 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. F10 · derivative.exercise_date: In exchange for each 2021 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 |
| February 26, 2024 Filed Feb 29, 2024 00:13 UTC | Public Storage PSA · Entity 1436 | Disposition to issuerStock Option (Right to Buy) · Derivative | 100,692 | Not disclosed Strike: $222.66 | Not disclosed |
DisclosureSEC source: 0001393311-24-000053 · wk-form4_1709165606.xml · derivative · entry 9 Boyle Tom · CIK 0001734897 · CFO and CIO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Shares · 100,692 shares Expires 2031-02-15 F9 · price: On February 26, 2024, the Company canceled the option upon surrender to the Company by the reporting person (the "2021 Canceled Option"). Read SEC document |
| February 26, 2024 Filed Feb 29, 2024 00:13 UTC | Public Storage PSA · Entity 1436 | GrantAO LTIP Units · Derivative | 77,456 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001393311-24-000053 · wk-form4_1709165606.xml · derivative · entry 8 Boyle Tom · CIK 0001734897 · CFO and CIO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 77,456 Underlying: Common Shares · 77,456 shares Expires 2030-03-05 F8 · derivative.exercise_price: In exchange for each 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. F8 · price: In exchange for each 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. F8 · derivative.exercise_date: In exchange for each 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 |
| February 26, 2024 Filed Feb 29, 2024 00:13 UTC | Public Storage PSA · Entity 1436 | Disposition to issuerStock Option (Right to Buy) · Derivative | 77,456 | Not disclosed Strike: $221.68 | Not disclosed |
DisclosureSEC source: 0001393311-24-000053 · wk-form4_1709165606.xml · derivative · entry 7 Boyle Tom · CIK 0001734897 · CFO and CIO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Shares · 77,456 shares Expires 2030-03-05 F7 · price: On February 26, 2024, the Company canceled the option upon surrender to the Company by the reporting person (the "2020 Canceled Option"). Read SEC document |
| February 26, 2024 Filed Feb 29, 2024 00:13 UTC | Public Storage PSA · Entity 1436 | GrantAO LTIP Units · Derivative | 15,491 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001393311-24-000053 · wk-form4_1709165606.xml · derivative · entry 6 Boyle Tom · CIK 0001734897 · CFO and CIO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 15,491 Underlying: Common Shares · 15,491 shares Expires 2029-03-07 F6 · derivative.exercise_price: In exchange for each 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 · price: In exchange for each 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 · derivative.exercise_date: In exchange for each 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 |
| February 26, 2024 Filed Feb 29, 2024 00:13 UTC | Public Storage PSA · Entity 1436 | Disposition to issuerStock Option (Right to Buy) · Derivative | 15,491 | Not disclosed Strike: $207.52 | Not disclosed |
DisclosureSEC source: 0001393311-24-000053 · wk-form4_1709165606.xml · derivative · entry 5 Boyle Tom · CIK 0001734897 · CFO and CIO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Shares · 15,491 shares Expires 2029-03-07 F5 · derivative.exercise_price: This option was previously reported as an option for 15,000 common shares at an exercise price of $214.32, 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 February 26, 2024, the Company canceled the option upon surrender to the Company by the reporting person (the "2019 Canceled Option"). F5 · shares: This option was previously reported as an option for 15,000 common shares at an exercise price of $214.32, 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 February 26, 2024, the Company canceled the option upon surrender to the Company by the reporting person (the "2019 Canceled Option"). F5 · price: This option was previously reported as an option for 15,000 common shares at an exercise price of $214.32, 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 February 26, 2024, the Company canceled the option upon surrender to the Company by the reporting person (the "2019 Canceled Option"). F5 · derivative.underlying_shares: This option was previously reported as an option for 15,000 common shares at an exercise price of $214.32, 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 February 26, 2024, the Company canceled the option upon surrender to the Company by the reporting person (the "2019 Canceled Option"). Read SEC document |
| February 26, 2024 Filed Feb 29, 2024 00:13 UTC | Public Storage PSA · Entity 1436 | GrantAO LTIP Units · Derivative | 15,491 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001393311-24-000053 · wk-form4_1709165606.xml · derivative · entry 4 Boyle Tom · CIK 0001734897 · CFO and CIO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 15,491 Underlying: Common Shares · 15,491 shares Expires 2026-12-04 F4 · derivative.exercise_price: In exchange for each 2016 Canceled Option, the reporting person received a replacement award of membership interests in 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 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. F4 · price: In exchange for each 2016 Canceled Option, the reporting person received a replacement award of membership interests in 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 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. F4 · derivative.exercise_date: In exchange for each 2016 Canceled Option, the reporting person received a replacement award of membership interests in 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 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 |
| February 26, 2024 Filed Feb 29, 2024 00:13 UTC | Public Storage PSA · Entity 1436 | Disposition to issuerStock Option (Right to Buy) · Derivative | 15,491 | Not disclosed Strike: $205.71 | Not disclosed |
DisclosureSEC source: 0001393311-24-000053 · wk-form4_1709165606.xml · derivative · entry 3 Boyle Tom · CIK 0001734897 · CFO and CIO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Shares · 15,491 shares Expires 2026-12-04 F3 · derivative.exercise_price: This option was previously reported as an option for 15,000 common shares at an exercise price of $212.45, 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 February 26, 2024, the Company canceled the option upon surrender to the Company by the reporting person (the "2016 Canceled Option"). F3 · shares: This option was previously reported as an option for 15,000 common shares at an exercise price of $212.45, 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 February 26, 2024, the Company canceled the option upon surrender to the Company by the reporting person (the "2016 Canceled Option"). F3 · price: This option was previously reported as an option for 15,000 common shares at an exercise price of $212.45, 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 February 26, 2024, the Company canceled the option upon surrender to the Company by the reporting person (the "2016 Canceled Option"). F3 · derivative.underlying_shares: This option was previously reported as an option for 15,000 common shares at an exercise price of $212.45, 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 February 26, 2024, the Company canceled the option upon surrender to the Company by the reporting person (the "2016 Canceled Option"). Read SEC document |
| February 26, 2024 Filed Feb 29, 2024 00:13 UTC | Public Storage PSA · Entity 1436 | GrantLTIP Units · Derivative | 15,475 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001393311-24-000053 · wk-form4_1709165606.xml · derivative · entry 2 Boyle Tom · CIK 0001734897 · CFO and CIO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 15,475 Underlying: Common Shares · 15,475 shares Expires not disclosed F2 · derivative.exercise_price: In exchange for the Canceled RSUs, the reporting person received a replacement award of membership interests in Public Storage OP, L.P. ("Public Storage OP"), a subsidiary of the Company, designated as LTIP Units ("LTIP Units"), which LTIP Units are intended to qualify as profits interests for US federal income tax purposes. The vesting schedule for each LTIP Unit is the same as the vesting schedule for the corresponding Canceled RSU. The LTIP Units, if and as they become vested, 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 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. F2 · price: In exchange for the Canceled RSUs, the reporting person received a replacement award of membership interests in Public Storage OP, L.P. ("Public Storage OP"), a subsidiary of the Company, designated as LTIP Units ("LTIP Units"), which LTIP Units are intended to qualify as profits interests for US federal income tax purposes. The vesting schedule for each LTIP Unit is the same as the vesting schedule for the corresponding Canceled RSU. The LTIP Units, if and as they become vested, 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 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. F2 · derivative.exercise_date: In exchange for the Canceled RSUs, the reporting person received a replacement award of membership interests in Public Storage OP, L.P. ("Public Storage OP"), a subsidiary of the Company, designated as LTIP Units ("LTIP Units"), which LTIP Units are intended to qualify as profits interests for US federal income tax purposes. The vesting schedule for each LTIP Unit is the same as the vesting schedule for the corresponding Canceled RSU. The LTIP Units, if and as they become vested, 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 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. F2 · derivative.expiration_date: In exchange for the Canceled RSUs, the reporting person received a replacement award of membership interests in Public Storage OP, L.P. ("Public Storage OP"), a subsidiary of the Company, designated as LTIP Units ("LTIP Units"), which LTIP Units are intended to qualify as profits interests for US federal income tax purposes. The vesting schedule for each LTIP Unit is the same as the vesting schedule for the corresponding Canceled RSU. The LTIP Units, if and as they become vested, 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 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 |
| February 26, 2024 Filed Feb 29, 2024 00:13 UTC | Public Storage PSA · Entity 1436 | Disposition to issuerCommon Shares | 15,475 | $0.00 | $0.00 |
DisclosureSEC source: 0001393311-24-000053 · wk-form4_1709165606.xml · nonDerivative · entry 1 Boyle Tom · CIK 0001734897 · CFO and CIO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 10,227 F1 · shares: These restricted share units (the "RSUs") in respect of common shares, par value $0.10 per share ("Common Shares"), of Public Storage (the "Company") were previously granted to the reporting person and provided for time-based vesting. On February 26, 2024, the Company canceled the unvested RSUs upon surrender to the Company by the reporting person (the "Canceled RSUs"). Read SEC document |
| February 16, 2024 Filed Feb 21, 2024 01:10 UTC | Public Storage PSA · Entity 1436 | Tax withholdingCommon Shares | 693 | $281.52 | $195,093.36 |
DisclosureSEC source: 0001393311-24-000045 · wk-form4_1708477831.xml · nonDerivative · entry 1 Boyle Tom · CIK 0001734897 · CFO and CIO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 25,702 F1 · balance_after: Includes 15,475 restricted share units. Read SEC document |
| February 05, 2024 Filed Feb 7, 2024 22:15 UTC | Public Storage PSA · Entity 1436 | GrantStock Option (Right to Buy) · Derivative | 100,692 | $0.00 Strike: $222.66 | $0.00 |
DisclosureSEC source: 0001393311-24-000024 · wk-form4_1707344089.xml · derivative · entry 1 Boyle Tom · CIK 0001734897 · CFO and CIO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 100,692 Underlying: Common Shares · 100,692 shares Expires 2031-02-16 F1 · security: Reflects an award of performance-based stock options originally granted February 16, 2021, subject to a three year (2021-2023) performance period. As originally granted, this award was for 65,000 options (at target) with an exercise price of $229.95 per share. Pursuant to anti-dilution provisions of the Company's 2016 Equity and Performance-Based Incentive Compensation Plan, these options were adjusted to reflect the special dividend declared by the Company on July 22, 2022. On February 5, 2024, following completion of the performance period, the Compensation and Human Capital Committee certified performance at 150% of target, as reflected here. Three-fifths of these options will vest on February 16, 2024, with the remaining vesting ratably over the next two years. F1 · derivative.exercise_price: Reflects an award of performance-based stock options originally granted February 16, 2021, subject to a three year (2021-2023) performance period. As originally granted, this award was for 65,000 options (at target) with an exercise price of $229.95 per share. Pursuant to anti-dilution provisions of the Company's 2016 Equity and Performance-Based Incentive Compensation Plan, these options were adjusted to reflect the special dividend declared by the Company on July 22, 2022. On February 5, 2024, following completion of the performance period, the Compensation and Human Capital Committee certified performance at 150% of target, as reflected here. Three-fifths of these options will vest on February 16, 2024, with the remaining vesting ratably over the next two years. F1 · date: Reflects an award of performance-based stock options originally granted February 16, 2021, subject to a three year (2021-2023) performance period. As originally granted, this award was for 65,000 options (at target) with an exercise price of $229.95 per share. Pursuant to anti-dilution provisions of the Company's 2016 Equity and Performance-Based Incentive Compensation Plan, these options were adjusted to reflect the special dividend declared by the Company on July 22, 2022. On February 5, 2024, following completion of the performance period, the Compensation and Human Capital Committee certified performance at 150% of target, as reflected here. Three-fifths of these options will vest on February 16, 2024, with the remaining vesting ratably over the next two years. F1 · shares: Reflects an award of performance-based stock options originally granted February 16, 2021, subject to a three year (2021-2023) performance period. As originally granted, this award was for 65,000 options (at target) with an exercise price of $229.95 per share. Pursuant to anti-dilution provisions of the Company's 2016 Equity and Performance-Based Incentive Compensation Plan, these options were adjusted to reflect the special dividend declared by the Company on July 22, 2022. On February 5, 2024, following completion of the performance period, the Compensation and Human Capital Committee certified performance at 150% of target, as reflected here. Three-fifths of these options will vest on February 16, 2024, with the remaining vesting ratably over the next two years. F1 · derivative.exercise_date: Reflects an award of performance-based stock options originally granted February 16, 2021, subject to a three year (2021-2023) performance period. As originally granted, this award was for 65,000 options (at target) with an exercise price of $229.95 per share. Pursuant to anti-dilution provisions of the Company's 2016 Equity and Performance-Based Incentive Compensation Plan, these options were adjusted to reflect the special dividend declared by the Company on July 22, 2022. On February 5, 2024, following completion of the performance period, the Compensation and Human Capital Committee certified performance at 150% of target, as reflected here. Three-fifths of these options will vest on February 16, 2024, with the remaining vesting ratably over the next two years. F1 · derivative.expiration_date: Reflects an award of performance-based stock options originally granted February 16, 2021, subject to a three year (2021-2023) performance period. As originally granted, this award was for 65,000 options (at target) with an exercise price of $229.95 per share. Pursuant to anti-dilution provisions of the Company's 2016 Equity and Performance-Based Incentive Compensation Plan, these options were adjusted to reflect the special dividend declared by the Company on July 22, 2022. On February 5, 2024, following completion of the performance period, the Compensation and Human Capital Committee certified performance at 150% of target, as reflected here. Three-fifths of these options will vest on February 16, 2024, with the remaining vesting ratably over the next two years. F1 · derivative.underlying_shares: Reflects an award of performance-based stock options originally granted February 16, 2021, subject to a three year (2021-2023) performance period. As originally granted, this award was for 65,000 options (at target) with an exercise price of $229.95 per share. Pursuant to anti-dilution provisions of the Company's 2016 Equity and Performance-Based Incentive Compensation Plan, these options were adjusted to reflect the special dividend declared by the Company on July 22, 2022. On February 5, 2024, following completion of the performance period, the Compensation and Human Capital Committee certified performance at 150% of target, as reflected here. Three-fifths of these options will vest on February 16, 2024, with the remaining vesting ratably over the next two years. F1 · balance_after: Reflects an award of performance-based stock options originally granted February 16, 2021, subject to a three year (2021-2023) performance period. As originally granted, this award was for 65,000 options (at target) with an exercise price of $229.95 per share. Pursuant to anti-dilution provisions of the Company's 2016 Equity and Performance-Based Incentive Compensation Plan, these options were adjusted to reflect the special dividend declared by the Company on July 22, 2022. On February 5, 2024, following completion of the performance period, the Compensation and Human Capital Committee certified performance at 150% of target, as reflected here. Three-fifths of these options will vest on February 16, 2024, with the remaining vesting ratably over the next two years. Read SEC document |
| December 31, 2023 Filed Jan 4, 2024 00:12 UTC | Public Storage PSA · Entity 1436 | Tax withholdingCommon Shares | 84 | $305.00 | $25,620.00 |
DisclosureSEC source: 0001393311-24-000016 · wk-form4_1704327118.xml · nonDerivative · entry 1 Boyle Tom · CIK 0001734897 · CFO and CIO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 26,395 F1 · balance_after: Includes 16,825 restricted share units. Read SEC document |
| March 08, 2023 Filed Mar 10, 2023 01:14 UTC | Public Storage PSA · Entity 1436 | Tax withholdingCommon Stock | 163 | $300.87 | $49,041.81 |
DisclosureSEC source: 0001567619-23-004762 · doc1.xml · nonDerivative · entry 2 Boyle Tom · CIK 0001734897 · CFO and CIO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 26,479 F2 · balance_after: Includes 16,975 restricted stock units. Read SEC document |
| March 08, 2023 Filed Mar 10, 2023 01:14 UTC | Public Storage PSA · Entity 1436 | Tax withholdingCommon Stock | 208 | $300.87 | $62,580.96 |
DisclosureSEC source: 0001567619-23-004762 · doc1.xml · nonDerivative · entry 1 Boyle Tom · CIK 0001734897 · CFO and CIO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 26,642 F1 · balance_after: Includes 17,444 restricted stock units. Read SEC document |
| February 28, 2023 Filed Mar 2, 2023 17:41 UTC | Public Storage PSA · Entity 1436 | Tax withholdingCommon Stock | 1,008 | $298.95 | $301,341.60 |
DisclosureSEC source: 0001567619-23-004129 · doc1.xml · nonDerivative · entry 1 Boyle Tom · CIK 0001734897 · CFO and CIO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 26,850 F1 · balance_after: Includes 18,044 restricted stock units. Read SEC document |
| February 16, 2023 Filed Feb 18, 2023 00:03 UTC | Public Storage PSA · Entity 1436 | Tax withholdingCommon Stock | 477 | $299.56 | $142,890.12 |
DisclosureSEC source: 0001567619-23-003353 · doc1.xml · nonDerivative · entry 1 Boyle Tom · CIK 0001734897 · CFO and CIO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 27,858 F1 · balance_after: Includes 20,544 restricted stock units. Read SEC document |
| January 17, 2023 Filed Mar 2, 2023 17:41 UTC | Public Storage PSA · Entity 1436 | GrantStock Option (Right to Buy) · Derivative | 77,456 | $0.00 Strike: $221.68 | $0.00 |
DisclosureSEC source: 0001567619-23-004129 · doc1.xml · derivative · entry 2 Boyle Tom · CIK 0001734897 · CFO and CIO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 77,456 Underlying: Common Stock · 77,456 shares Expires 2030-03-06 F2 · security: Reflects an award of performance-based stock options originally granted March 6, 2020, subject to a three year (2020-2022) performance period. As originally granted, this award was for 60,000 options (at target) with an exercise price of $228.94 per share. Pursuant to anti-dilution provisions of the Company's 2016 Equity and Performance-Based Incentive Compensation Plan, these options were adjusted to reflect the special dividend declared by the Company on July 22, 2022. On January 17, 2023, following completion of the performance period, the Compensation Committee certified performance at 125% of target, as reflected here. Three-fifths of these options will vest on March 6, 2023, with the remaining vesting ratably over the next two years. These options were previously inadvertently omitted. F2 · derivative.exercise_price: Reflects an award of performance-based stock options originally granted March 6, 2020, subject to a three year (2020-2022) performance period. As originally granted, this award was for 60,000 options (at target) with an exercise price of $228.94 per share. Pursuant to anti-dilution provisions of the Company's 2016 Equity and Performance-Based Incentive Compensation Plan, these options were adjusted to reflect the special dividend declared by the Company on July 22, 2022. On January 17, 2023, following completion of the performance period, the Compensation Committee certified performance at 125% of target, as reflected here. Three-fifths of these options will vest on March 6, 2023, with the remaining vesting ratably over the next two years. These options were previously inadvertently omitted. F2 · date: Reflects an award of performance-based stock options originally granted March 6, 2020, subject to a three year (2020-2022) performance period. As originally granted, this award was for 60,000 options (at target) with an exercise price of $228.94 per share. Pursuant to anti-dilution provisions of the Company's 2016 Equity and Performance-Based Incentive Compensation Plan, these options were adjusted to reflect the special dividend declared by the Company on July 22, 2022. On January 17, 2023, following completion of the performance period, the Compensation Committee certified performance at 125% of target, as reflected here. Three-fifths of these options will vest on March 6, 2023, with the remaining vesting ratably over the next two years. These options were previously inadvertently omitted. F2 · shares: Reflects an award of performance-based stock options originally granted March 6, 2020, subject to a three year (2020-2022) performance period. As originally granted, this award was for 60,000 options (at target) with an exercise price of $228.94 per share. Pursuant to anti-dilution provisions of the Company's 2016 Equity and Performance-Based Incentive Compensation Plan, these options were adjusted to reflect the special dividend declared by the Company on July 22, 2022. On January 17, 2023, following completion of the performance period, the Compensation Committee certified performance at 125% of target, as reflected here. Three-fifths of these options will vest on March 6, 2023, with the remaining vesting ratably over the next two years. These options were previously inadvertently omitted. F2 · derivative.exercise_date: Reflects an award of performance-based stock options originally granted March 6, 2020, subject to a three year (2020-2022) performance period. As originally granted, this award was for 60,000 options (at target) with an exercise price of $228.94 per share. Pursuant to anti-dilution provisions of the Company's 2016 Equity and Performance-Based Incentive Compensation Plan, these options were adjusted to reflect the special dividend declared by the Company on July 22, 2022. On January 17, 2023, following completion of the performance period, the Compensation Committee certified performance at 125% of target, as reflected here. Three-fifths of these options will vest on March 6, 2023, with the remaining vesting ratably over the next two years. These options were previously inadvertently omitted. F2 · derivative.expiration_date: Reflects an award of performance-based stock options originally granted March 6, 2020, subject to a three year (2020-2022) performance period. As originally granted, this award was for 60,000 options (at target) with an exercise price of $228.94 per share. Pursuant to anti-dilution provisions of the Company's 2016 Equity and Performance-Based Incentive Compensation Plan, these options were adjusted to reflect the special dividend declared by the Company on July 22, 2022. On January 17, 2023, following completion of the performance period, the Compensation Committee certified performance at 125% of target, as reflected here. Three-fifths of these options will vest on March 6, 2023, with the remaining vesting ratably over the next two years. These options were previously inadvertently omitted. F2 · derivative.underlying_shares: Reflects an award of performance-based stock options originally granted March 6, 2020, subject to a three year (2020-2022) performance period. As originally granted, this award was for 60,000 options (at target) with an exercise price of $228.94 per share. Pursuant to anti-dilution provisions of the Company's 2016 Equity and Performance-Based Incentive Compensation Plan, these options were adjusted to reflect the special dividend declared by the Company on July 22, 2022. On January 17, 2023, following completion of the performance period, the Compensation Committee certified performance at 125% of target, as reflected here. Three-fifths of these options will vest on March 6, 2023, with the remaining vesting ratably over the next two years. These options were previously inadvertently omitted. F2 · balance_after: Reflects an award of performance-based stock options originally granted March 6, 2020, subject to a three year (2020-2022) performance period. As originally granted, this award was for 60,000 options (at target) with an exercise price of $228.94 per share. Pursuant to anti-dilution provisions of the Company's 2016 Equity and Performance-Based Incentive Compensation Plan, these options were adjusted to reflect the special dividend declared by the Company on July 22, 2022. On January 17, 2023, following completion of the performance period, the Compensation Committee certified performance at 125% of target, as reflected here. Three-fifths of these options will vest on March 6, 2023, with the remaining vesting ratably over the next two years. These options were previously inadvertently omitted. Read SEC document |
| December 31, 2022 Filed Jan 4, 2023 20:22 UTC | Public Storage PSA · Entity 1436 | Tax withholdingCommon Stock | 62 | $280.19 | $17,371.78 |
DisclosureSEC source: 0001567619-23-000196 · doc1.xml · nonDerivative · entry 1 Boyle Tom · CIK 0001734897 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 28,335 F1 · balance_after: Includes 21,894 restricted stock units. Read SEC document |
| March 08, 2022 Filed Mar 11, 2022 00:34 UTC | Public Storage PSA · Entity 1436 | Tax withholdingCommon Stock | 377 | $367.20 | $138,434.40 |
DisclosureSEC source: 0001062993-22-007362 · form4.xml · nonDerivative · entry 1 Boyle Tom · CIK 0001734897 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 28,397 F1 · balance_after: Includes 22,044 restricted stock units. Read SEC document |
| February 28, 2022 Filed Mar 2, 2022 20:54 UTC | Public Storage PSA · Entity 1436 | GrantCommon Stock | 12,500 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-22-006297 · form4.xml · nonDerivative · entry 1 Boyle Tom · CIK 0001734897 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 28,774 F1 · shares: Grant of restricted stock unites. The restricted stock units vest in five (5) equal annual installments beginning one (1) year from the date of grant. F2 · balance_after: Includes 23,113 restricted stock units. Read SEC document |
| February 16, 2022 Filed Feb 18, 2022 21:54 UTC | Public Storage PSA · Entity 1436 | Tax withholdingCommon Stock | 470 | $351.72 | $165,308.40 |
DisclosureSEC source: 0001567619-22-005118 · doc1.xml · nonDerivative · entry 1 Boyle Tom · CIK 0001734897 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,274 F1 · balance_after: Includes 10,613 RSUs. Read SEC document |
| December 31, 2021 Filed Jan 4, 2022 16:19 UTC | Public Storage PSA · Entity 1436 | Tax withholdingCommon Stock | 75 | $374.56 | $28,092.00 |
DisclosureSEC source: 0001567619-22-000145 · doc1.xml · nonDerivative · entry 1 Boyle Tom · CIK 0001734897 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,731 F1 · balance_after: Includes 11,963 RSUs. Read SEC document |
| December 31, 2021 Filed Feb 17, 2022 21:09 UTC Amendment | Public Storage PSA · Entity 1436 | Tax withholdingCommon Stock | 62 | $374.56 | $23,222.72 |
DisclosureSEC source: 0001567619-22-004859 · doc1.xml · nonDerivative · entry 1 Boyle Tom · CIK 0001734897 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,744 F1 · shares: This amendment is being filed to correct the number of shares withheld for taxes upon vesting of the RSUs and resultant total shares held by the reporting person, which were previously inadvertently misstated due to an administrative error. F2 · balance_after: Includes 11,963 RSUs. Read SEC document |
| December 05, 2021 Filed Dec 6, 2021 22:22 UTC | Public Storage PSA · Entity 1436 | Tax withholdingCommon Stock | 992 | $335.34 | $332,657.28 |
DisclosureSEC source: 0001567619-21-021657 · doc1.xml · nonDerivative · entry 2 Boyle Tom · CIK 0001734897 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,806 F2 · balance_after: Includes 12,113 restricted stock units. Read SEC document |
| March 08, 2021 Filed Mar 11, 2021 00:04 UTC | Public Storage PSA · Entity 1436 | Tax withholdingCommon Stock | 163 | $238.65 | $38,899.95 |
DisclosureSEC source: 0001567619-21-006049 · doc1.xml · nonDerivative · entry 2 Boyle Tom · CIK 0001734897 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,048 F2 · balance_after: Includes 7,363 restricted stock units. Read SEC document |
| March 08, 2021 Filed Mar 11, 2021 00:04 UTC | Public Storage PSA · Entity 1436 | Tax withholdingCommon Stock | 208 | $238.65 | $49,639.20 |
DisclosureSEC source: 0001567619-21-006049 · doc1.xml · nonDerivative · entry 1 Boyle Tom · CIK 0001734897 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,211 F1 · balance_after: Includes 7,832 restricted stock units. Read SEC document |
| February 16, 2021 Filed Dec 6, 2021 22:22 UTC | Public Storage PSA · Entity 1436 | GrantCommon Stock | 6,750 | $0.00 | $0.00 |
DisclosureSEC source: 0001567619-21-021657 · doc1.xml · nonDerivative · entry 1 Boyle Tom · CIK 0001734897 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,798 F1 · balance_after: Grant of restricted stock units. The restricted stock units vest in five (5) equal annual installments beginning one (1) year from the date of grant. Read SEC document |
| December 31, 2020 Filed Jan 5, 2021 01:04 UTC | Public Storage PSA · Entity 1436 | Tax withholdingCommon Stock | 62 | $230.93 | $14,317.66 |
DisclosureSEC source: 0001567619-21-000104 · doc1.xml · nonDerivative · entry 1 Boyle Tom · CIK 0001734897 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,419 F1 · balance_after: Includes 8,432 restricted stock units. Read SEC document |
| December 04, 2020 Filed Dec 7, 2020 17:29 UTC | Public Storage PSA · Entity 1436 | Tax withholdingCommon Stock | 992 | $224.50 | $222,704.00 |
DisclosureSEC source: 0001567619-20-020678 · doc1.xml · nonDerivative · entry 1 Boyle Tom · CIK 0001734897 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,481 F1 · balance_after: Includes 8,582 restricted stock units. Read SEC document |
| March 08, 2020 Filed Mar 10, 2020 23:45 UTC | Public Storage PSA · Entity 1436 | Tax withholdingCommon Stock | 162 | $228.94 | $37,088.28 |
DisclosureSEC source: 0001567619-20-006051 · doc1.xml · nonDerivative · entry 2 Boyle Tom · CIK 0001734897 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,473 F2 · balance_after: Includes 10,582 restricted stock units. Read SEC document |
| March 08, 2020 Filed Mar 10, 2020 23:45 UTC | Public Storage PSA · Entity 1436 | Tax withholdingCommon Stock | 208 | $228.94 | $47,619.52 |
DisclosureSEC source: 0001567619-20-006051 · doc1.xml · nonDerivative · entry 1 Boyle Tom · CIK 0001734897 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,635 F1 · balance_after: Includes 11,050 restricted stock units. Read SEC document |
| December 31, 2019 Filed Jan 2, 2020 23:37 UTC | Public Storage PSA · Entity 1436 | Tax withholdingCOMMON STOCK | 62 | $212.96 | $13,203.52 |
DisclosureSEC source: 0001567619-20-000131 · doc1.xml · nonDerivative · entry 2 Boyle Tom · CIK 0001734897 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,843 F1 · price: Includes 11,650 restricted stock units. The total amount of securities owned reflects the number of shares beneficially owned by the reporting person as of January 2, 2020. F1 · balance_after: Includes 11,650 restricted stock units. The total amount of securities owned reflects the number of shares beneficially owned by the reporting person as of January 2, 2020. Read SEC document |
| December 31, 2019 Filed Jan 14, 2020 01:04 UTC Amendment | Public Storage PSA · Entity 1436 | Tax withholdingCommon Stock | 62 | $212.96 | $13,203.52 |
DisclosureSEC source: 0001567619-20-000956 · doc1.xml · nonDerivative · entry 2 Boyle Tom · CIK 0001734897 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,843 F1 · balance_after: Includes 11,650 restricted stock units. The total amount of securities owned reflects the number of shares beneficially owned by the reporting person as of January 2, 2020. F2 · balance_after: This Form 4/A is being filed solely to include a new Power of Attorney for the reporting person. Read SEC document |
| December 05, 2019 Filed Jan 2, 2020 23:37 UTC | Public Storage PSA · Entity 1436 | Tax withholdingCOMMON STOCK | 970 | $213.46 | $207,056.20 |
DisclosureSEC source: 0001567619-20-000131 · doc1.xml · nonDerivative · entry 1 Boyle Tom · CIK 0001734897 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,843 F1 · balance_after: Includes 11,650 restricted stock units. The total amount of securities owned reflects the number of shares beneficially owned by the reporting person as of January 2, 2020. Read SEC document |
| December 05, 2019 Filed Jan 14, 2020 01:04 UTC Amendment | Public Storage PSA · Entity 1436 | Tax withholdingCommon Stock | 970 | $213.46 | $207,056.20 |
DisclosureSEC source: 0001567619-20-000956 · doc1.xml · nonDerivative · entry 1 Boyle Tom · CIK 0001734897 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,843 F1 · balance_after: Includes 11,650 restricted stock units. The total amount of securities owned reflects the number of shares beneficially owned by the reporting person as of January 2, 2020. F2 · balance_after: This Form 4/A is being filed solely to include a new Power of Attorney for the reporting person. Read SEC document |
| March 08, 2019 Filed Mar 11, 2019 22:39 UTC | Public Storage PSA · Entity 1436 | GrantStock option (right to buy) · Derivative | 15,000 | $0.00 Strike: $214.32 | $0.00 |
DisclosureSEC source: 0001567619-19-006601 · doc1.xml · derivative · entry 2 Boyle Tom · CIK 0001734897 · SVP & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,000 Underlying: Common Stock · 15,000 shares Expires 2029-03-08 F3 · security: Stock option granted pursuant to the 2016 Equity and Performance-Based Incentive Compensation Plan. Option vests in five (5) equal annual installments beginning one (1) year from the date of grant Read SEC document |
| March 08, 2019 Filed Mar 11, 2019 22:39 UTC | Public Storage PSA · Entity 1436 | GrantCommon Stock | 6,750 | $0.00 | $0.00 |
DisclosureSEC source: 0001567619-19-006601 · doc1.xml · nonDerivative · entry 1 Boyle Tom · CIK 0001734897 · SVP & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,875 F1 · shares: Award of restricted share units. 3,000 RSUs vest in five (5) equal annual installments beginning one (1) year from the date of grant. 3,750 RSUs vest in eight (8) equal annual installments beginning one (1) year from the date of grant. F2 · balance_after: Includes 13,800 restricted share units. 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.