Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Janus International Group, Inc.JBI · Entity 5293 | Director | June 09, 2025 | June 10, 2025 |
| Public StoragePSA · Entity 1436 | SENIOR VICE PRESIDENT | March 03, 2017 | March 06, 2017 |
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.
Janus International Group, Inc.
Report date June 09, 2025 · Filed June 10, 2025
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 114,417 |
Reported balance
After 2025-06-09 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2025-06-09 · Grant · Acquired 14,723 · Balance 114,417 F1: The Reporting Person received restricted stock units ("RSUs") on June 9, 2025 having a value equal to approximately $125,000.00 based on the closing price per share of the Issuer's common stock on June 9, 2025. The RSUs will fully vest on the first anniversary of the grant date, subject to continued service on the Board of Directors, and will be settled by delivery of shares of common stock. F2: Includes 14,723 RSUs. |
Filing footnotes · ownership attribution and instrument terms
F1: The Reporting Person received restricted stock units ("RSUs") on June 9, 2025 having a value equal to approximately $125,000.00 based on the closing price per share of the Issuer's common stock on June 9, 2025. The RSUs will fully vest on the first anniversary of the grant date, subject to continued service on the Board of Directors, and will be settled by delivery of shares of common stock.
F2: Includes 14,723 RSUs.
Public Storage
Report date March 03, 2017 · Filed March 06, 2017
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 63,650 |
Last balance in matching sequence
After 2017-03-03 transaction · row 2
Source-order balances reconcile. Account continuity and personal attribution are not independently verified.
2 source rowsRow 1 · 2017-03-03 · Exercise / conversion · Acquired 20,000 · Balance 83,650 F1: Includes 35,700 restricted share units. Row 2 · 2017-03-03 · Sale · Disposed 20,000 · Balance 63,650 F2: Represents weighted average purchase price. These shares were sold at prices ranging from $225.00 to $225.96. Full information regarding the number of shares purchased 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: Includes 35,700 restricted share units. |
| Stock Option (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $184.85 · Expires 2024-12-31 | Direct | 60,000 |
Reported balance
After 2017-03-03 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2017-03-03 · Exercise / conversion · Disposed 20,000 · Balance 60,000 F3: Stock Option granted pursuant to the 2007 Equity and Performance-Based Incentive Compensation Plan, as amended. Options vest in five (5) equal annual installments beginning one (1) year from the date of grant. |
Filing footnotes · ownership attribution and instrument terms
F1: Includes 35,700 restricted share units.
F2: Represents weighted average purchase price. These shares were sold at prices ranging from $225.00 to $225.96. Full information regarding the number of shares purchased 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.
F3: Stock Option granted pursuant to the 2007 Equity and Performance-Based Incentive Compensation Plan, as amended. Options vest in five (5) equal annual installments beginning one (1) year from the date of grant.
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 |
|---|---|---|---|---|---|---|
| June 09, 2025 Filed Jun 10, 2025 16:17 UTC | Janus International Group, Inc. JBI · Entity 5293 | GrantCommon Stock | 14,723 | $0.00 | $0.00 |
DisclosureSEC source: 0001104659-25-058152 · tm2517583-2_4seq1.xml · nonDerivative · entry 1 DOLL DAVID F · CIK 0001316693 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 114,417 F1 · shares: The Reporting Person received restricted stock units ("RSUs") on June 9, 2025 having a value equal to approximately $125,000.00 based on the closing price per share of the Issuer's common stock on June 9, 2025. The RSUs will fully vest on the first anniversary of the grant date, subject to continued service on the Board of Directors, and will be settled by delivery of shares of common stock. F2 · balance_after: Includes 14,723 RSUs. Read SEC document |
| June 18, 2024 Filed Jun 20, 2024 16:08 UTC | Janus International Group, Inc. JBI · Entity 5293 | GrantCommon Stock | 16,942 | $0.00 | $0.00 |
DisclosureSEC source: 0001839839-24-000168 · wk-form4_1718914112.xml · nonDerivative · entry 1 DOLL DAVID F · CIK 0001316693 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 99,694 F1 · shares: The Reporting Person received restricted stock units ("RSUs") on June 18, 2024 having a value equal to approximately $225,000.00 based on the closing price per share of the Issuer's common stock on June 18, 2024. The RSUs will fully vest on the first anniversary of the vesting commencement date, subject to continued service on the Board of Directors, and will be settled by delivery of shares of common stock. Read SEC document |
| June 07, 2023 Filed Jun 8, 2023 20:53 UTC | Janus International Group, Inc. JBI · Entity 5293 | GrantCommon Stock | 15,306 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-23-014988 · doc4.xml · nonDerivative · entry 1 DOLL DAVID F · CIK 0001316693 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 82,752 F1 · shares: The reporting person received restricted stock units ("RSUs") on June 7, 2023, having a value equal to approximately $150,000 based on the closing price per share of the Issuer's common stock on June 7, 2023. The RSUs will fully vest on the first anniversary of the vesting commencement date, subject to continued service to the Board, and will be settled by delivery of shares of common stock. Read SEC document |
| June 07, 2022 Filed Jun 8, 2022 14:11 UTC | Janus International Group, Inc. JBI · Entity 5293 | GrantCommon Stock | 7,079 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-22-021458 · doc4.xml · nonDerivative · entry 1 DOLL DAVID F · CIK 0001316693 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 67,446 F1 · shares: The reporting person received restricted stock units ("RSUs") on June 7, 2022, having a value equal to approximately $80,000 based on the closing price per share of the Issuer's common stock on June 6, 2022. The RSUs will fully vest on June 7, 2023, the one-year anniversary of the vesting commencement date, upon which the RSUs will be settled by delivery of shares of common stock. Read SEC document |
| December 22, 2021 Filed Jan 6, 2022 16:30 UTC | Janus International Group, Inc. JBI · Entity 5293 | GrantCommon Stock | 6,717 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-22-001192 · doc4.xml · nonDerivative · entry 1 DOLL DAVID F · CIK 0001316693 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 60,367 F1 · shares: The reporting person received restricted stock units ("RSUs") that will fully vest on June 8, 2022, the one year anniversary of the vesting commencement date. The vested RSUs will be settled by delivery of shares of Common Stock. Read SEC document |
| November 12, 2021 Filed Nov 16, 2021 16:54 UTC | Janus International Group, Inc. JBI · Entity 5293 | Exercise / conversionWarrants · Derivative | 3,792 | $0.00 Strike: $11.50 | $0.00 |
DisclosureSEC source: 0000899243-21-044842 · doc4.xml · derivative · entry 3 DOLL DAVID F · CIK 0001316693 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 3,792 shares Expires 2026-06-07 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 |
| November 12, 2021 Filed Nov 16, 2021 16:54 UTC | Janus International Group, Inc. JBI · Entity 5293 | Tax withholdingCommon Stock | 2,655 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-21-044842 · doc4.xml · nonDerivative · entry 2 DOLL DAVID F · CIK 0001316693 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 53,650 F1 · kind: On October 13, 2021, Janus International Group, Inc. ("Janus") delivered a notice of redemption to holders of all outstanding warrants (the "Warrants") to purchase shares of Common Stock, par value $0.0001 per share (the "Common Stock"). Pursuant to the terms of the outstanding warrant agreements applicable to the Warrants, the Reporting Person elected to exercise all Warrants on a cashless basis. Read SEC document |
| November 12, 2021 Filed Nov 16, 2021 16:54 UTC | Janus International Group, Inc. JBI · Entity 5293 | Exercise / conversionCommon Stock, par value $0.0001 per share ("Common Stock") | 3,792 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-21-044842 · doc4.xml · nonDerivative · entry 1 DOLL DAVID F · CIK 0001316693 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 56,305 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 · kind: On October 13, 2021, Janus International Group, Inc. ("Janus") delivered a notice of redemption to holders of all outstanding warrants (the "Warrants") to purchase shares of Common Stock, par value $0.0001 per share (the "Common Stock"). Pursuant to the terms of the outstanding warrant agreements applicable to the Warrants, the Reporting Person elected to exercise all Warrants on a cashless basis. Read SEC document |
| March 03, 2017 Filed Mar 6, 2017 16:36 UTC | Public Storage PSA · Entity 1436 | Exercise / conversionStock Option (right to buy) · Derivative | 20,000 | $0.00 Strike: $184.85 | $0.00 |
DisclosureSEC source: 0001140361-17-010714 · doc1.xml · derivative · entry 3 DOLL DAVID F · CIK 0001316693 · SENIOR VICE PRESIDENT 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 60,000 Underlying: Common Stock · 20,000 shares Expires 2024-12-31 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 2007 Equity and Performance-Based Incentive Compensation Plan, as amended. Options vest in five (5) equal annual installments beginning one (1) year from the date of grant. Read SEC document |
| March 03, 2017 Filed Mar 6, 2017 16:36 UTC | Public Storage PSA · Entity 1436 | SaleCommon Stock | 20,000 | $225.34 | $4,506,834.00 |
DisclosureSEC source: 0001140361-17-010714 · doc1.xml · nonDerivative · entry 2 DOLL DAVID F · CIK 0001316693 · SENIOR VICE PRESIDENT 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 63,650 F2 · price: Represents weighted average purchase price. These shares were sold at prices ranging from $225.00 to $225.96. Full information regarding the number of shares purchased 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 35,700 restricted share units. Read SEC document |
| March 03, 2017 Filed Mar 6, 2017 16:36 UTC | Public Storage PSA · Entity 1436 | Exercise / conversionCommon Stock | 20,000 | $184.85 | $3,697,000.00 |
DisclosureSEC source: 0001140361-17-010714 · doc1.xml · nonDerivative · entry 1 DOLL DAVID F · CIK 0001316693 · SENIOR VICE PRESIDENT 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 83,650 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 35,700 restricted share units. Read SEC document |
| March 02, 2017 Filed Mar 3, 2017 17:11 UTC | Public Storage PSA · Entity 1436 | GrantStock Option (right to buy) · Derivative | 25,000 | $0.00 Strike: $226.97 | $0.00 |
DisclosureSEC source: 0001140361-17-010582 · doc1.xml · derivative · entry 3 DOLL DAVID F · CIK 0001316693 · SENIOR VICE PRESIDENT 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 25,000 Underlying: Common Stock · 25,000 shares Expires 2027-03-02 F4 · 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 02, 2017 Filed Mar 3, 2017 17:11 UTC | Public Storage PSA · Entity 1436 | GrantCommon Stock | 12,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001140361-17-010582 · doc1.xml · nonDerivative · entry 2 DOLL DAVID F · CIK 0001316693 · SENIOR VICE PRESIDENT 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 63,650 F2 · shares: Award of restricted share units that vest in eight (8) equal annual installments beginning one (1) year from the date of grant. F3 · balance_after: Includes 35,700 restricted share units. Read SEC document |
| March 01, 2017 Filed Mar 3, 2017 17:11 UTC | Public Storage PSA · Entity 1436 | Tax withholdingCommon Stock | 783 | $229.33 | $179,565.39 |
DisclosureSEC source: 0001140361-17-010582 · doc1.xml · nonDerivative · entry 1 DOLL DAVID F · CIK 0001316693 · SENIOR VICE PRESIDENT 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 51,650 F1 · balance_after: Includes 23,700 restricted share units. Read SEC document |
| February 21, 2017 Filed Feb 23, 2017 17:40 UTC | Public Storage PSA · Entity 1436 | Tax withholdingCommon Stock | 2,542 | $227.73 | $578,889.66 |
DisclosureSEC source: 0001140361-17-008870 · doc1.xml · nonDerivative · entry 1 DOLL DAVID F · CIK 0001316693 · SENIOR VICE PRESIDENT 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 52,433 F1 · balance_after: Includes 25,200 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.