Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| AvidXchange Holdings, Inc.AVDX · Entity 74232 | Director | June 22, 2023 | June 26, 2023 |
| IRON MOUNTAIN INCIRM · Entity 517 | Director | September 17, 2024 | September 18, 2024 |
Disclosed balances
About these balances
Latest available filing per company, not a reconstructed current portfolio. Matching sequences show the last reported balance with all source rows expandable; grouping alone does not establish account ownership. Do not add unresolved positions together. Filings may omit unchanged positions, and amendments may correct only part of an older disclosure. Jointly reported shares are not necessarily this owner's personal holdings.
AvidXchange Holdings, Inc.
Report date June 22, 2023 · Filed June 26, 2023
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 43,616 |
Reported balance
After 2023-06-22 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2023-06-22 · Grant · Acquired 16,134 · Balance 43,616 F1: Represents restricted stock units ("RSUs") which will vest on the first to occur of (A) the first anniversary of the date of grant or (B) the next occurring annual meeting of the Issuer's stockholders, subject to the Reporting Person's continuous service on the board of directors of the Issuer through such vesting date. Each RSU represents a contingent right to receive one share of common stock of the Issuer and the RSUs have no expiration date. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents restricted stock units ("RSUs") which will vest on the first to occur of (A) the first anniversary of the date of grant or (B) the next occurring annual meeting of the Issuer's stockholders, subject to the Reporting Person's continuous service on the board of directors of the Issuer through such vesting date. Each RSU represents a contingent right to receive one share of common stock of the Issuer and the RSUs have no expiration date.
IRON MOUNTAIN INC
Report date September 17, 2024 · Filed September 18, 2024
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common Stock, par value $.01 per shareSEC Table I · non-derivative | Direct | 14,829 |
Reported balance
After 2024-09-17 transaction · row 1
1 source rowRow 1 · 2024-09-17 · Sale · Disposed 8,500 · Balance 14,829 F1: The price reported in Column 4 is a weighted average price. These shares of Iron Mountain Incorporated common stock ("Common Stock") were sold in multiple transactions at prices ranging from $116.38 to $116.43, inclusive. The Reporting Person undertakes to provide Iron Mountain Incorporated (the "Company"), any security holder of the Company, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares of Common Stock sold at each separate price within the ranges set forth in this footnote (1). |
Filing footnotes · ownership attribution and instrument terms
F1: The price reported in Column 4 is a weighted average price. These shares of Iron Mountain Incorporated common stock ("Common Stock") were sold in multiple transactions at prices ranging from $116.38 to $116.43, inclusive. The Reporting Person undertakes to provide Iron Mountain Incorporated (the "Company"), any security holder of the Company, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares of Common Stock sold at each separate price within the ranges set forth in this footnote (1).
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 |
|---|---|---|---|---|---|---|
| September 17, 2024 Filed Sep 18, 2024 22:05 UTC | IRON MOUNTAIN INC IRM · Entity 517 | SaleCommon Stock, par value $.01 per share | 8,500 | $116.38 | $989,230.00 |
DisclosureSEC source: 0001020569-24-000226 · wk-form4_1726697132.xml · nonDerivative · entry 1 Murdock Wendy J. · CIK 0001670711 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 14,829 F1 · price: The price reported in Column 4 is a weighted average price. These shares of Iron Mountain Incorporated common stock ("Common Stock") were sold in multiple transactions at prices ranging from $116.38 to $116.43, inclusive. The Reporting Person undertakes to provide Iron Mountain Incorporated (the "Company"), any security holder of the Company, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares of Common Stock sold at each separate price within the ranges set forth in this footnote (1). Read SEC document |
| May 30, 2024 Filed Jun 3, 2024 21:11 UTC | IRON MOUNTAIN INC IRM · Entity 517 | GrantCommon Stock, par value $.01 per share | 2,385 | $0.01 | $23.85 |
DisclosureSEC source: 0001020569-24-000147 · wk-form4_1717449076.xml · nonDerivative · entry 1 Murdock Wendy J. · CIK 0001670711 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 23,329 F1 · shares: Consists of shares issuable upon the settlement of restricted stock units ("RSUs") granted on May 30, 2024. The RSUs vest on the grant date. Read SEC document |
| May 07, 2024 Filed May 8, 2024 21:35 UTC | IRON MOUNTAIN INC IRM · Entity 517 | SaleCommon Stock, par value $.01 per share | 3,547 | $77.60 | $275,247.20 |
DisclosureSEC source: 0001020569-24-000134 · wk-form4_1715204089.xml · nonDerivative · entry 1 Murdock Wendy J. · CIK 0001670711 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 20,944 F1 · price: The price reported in Column 4 is a weighted average price. These shares of Iron Mountain Incorporated common stock ("Common Stock") were sold in multiple transactions at prices ranging from $77.41 to $77.75, inclusive. The Reporting Person undertakes to provide Iron Mountain Incorporated (the "Company"), any security holder of the Company, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares of Common Stock sold at each separate price within the ranges set forth in this footnote (2). Read SEC document |
| May 03, 2024 Filed May 6, 2024 20:58 UTC | IRON MOUNTAIN INC IRM · Entity 517 | SaleCommon Stock, par value $.01 per share | 1,500 | $75.35 | $113,026.50 |
DisclosureSEC source: 0001020569-24-000132 · wk-form4_1715029076.xml · nonDerivative · entry 1 Murdock Wendy J. · CIK 0001670711 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 24,491 Read SEC document |
| August 07, 2023 Filed Aug 8, 2023 21:05 UTC | IRON MOUNTAIN INC IRM · Entity 517 | SaleCommon Stock, par value $.01 per share | 12,000 | $61.53 | $738,408.00 |
DisclosureSEC source: 0001020569-23-000173 · wf-form4_169152867654752.xml · nonDerivative · entry 1 Murdock Wendy J. · CIK 0001670711 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 25,991 F1 · price: The price reported in Column 4 is a weighted average price. These shares of Iron Mountain Incorporated common stock ("Common Stock") were sold in multiple transactions at prices ranging from $61.52 to $61.59, inclusive. The Reporting Person undertakes to provide Iron Mountain Incorporated (the "Company"), any security holder of the Company, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares of Common Stock sold at each separate price within the ranges set forth in this footnote. Read SEC document |
| June 22, 2023 Filed Jun 26, 2023 18:15 UTC | AvidXchange Holdings, Inc. AVDX · Entity 74232 | GrantCommon Stock | 16,134 | $10.85 | $174,989.36 |
DisclosureSEC source: 0001209191-23-039781 · doc4.xml · nonDerivative · entry 1 Murdock Wendy J. · CIK 0001670711 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 43,616 F1 · security: Represents restricted stock units ("RSUs") which will vest on the first to occur of (A) the first anniversary of the date of grant or (B) the next occurring annual meeting of the Issuer's stockholders, subject to the Reporting Person's continuous service on the board of directors of the Issuer through such vesting date. Each RSU represents a contingent right to receive one share of common stock of the Issuer and the RSUs have no expiration date. Read SEC document |
| May 09, 2023 Filed May 11, 2023 01:09 UTC | IRON MOUNTAIN INC IRM · Entity 517 | GrantCommon Stock, par value $.01 per share | 3,047 | $0.01 | $30.47 |
DisclosureSEC source: 0001020569-23-000116 · wf-form4_168376737393451.xml · nonDerivative · entry 1 Murdock Wendy J. · CIK 0001670711 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 37,991 F1 · shares: Consists of shares issuable upon the settlement of restricted stock units ("RSUs") granted on May 9, 2023. The RSUs vest on the grant date. Read SEC document |
| June 09, 2022 Filed Jun 13, 2022 21:17 UTC | AvidXchange Holdings, Inc. AVDX · Entity 74232 | GrantCommon Stock | 22,816 | $7.67 | $174,998.72 |
DisclosureSEC source: 0001209191-22-036556 · doc4.xml · nonDerivative · entry 1 Murdock Wendy J. · CIK 0001670711 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 27,482 F1 · security: Represents restricted stock units ("RSUs") which will vest on the first to occur of (A) the first anniversary of the date of grant or (B) the next occurring annual meeting of the Issuer's stockholders, subject to the Reporting Person's continuous service on the board of directors of the Issuer through such vesting date. Each RSU represents a contingent right to receive one share of common stock of the Issuer and the RSUs have no expiration date. Read SEC document |
| May 16, 2022 Filed May 18, 2022 17:56 UTC | AvidXchange Holdings, Inc. AVDX · Entity 74232 | Exercise / conversionRestricted Stock Units · Derivative | 4,666 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-030188 · doc4.xml · derivative · entry 2 Murdock Wendy J. · CIK 0001670711 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 4,666 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_price: Upon vesting, restricted stock units convert into common stock on a one-for-one-basis. F2 · derivative.exercise_date: The restricted stock units are fully vested. F2 · derivative.expiration_date: The restricted stock units are fully vested. Read SEC document |
| May 16, 2022 Filed May 18, 2022 17:56 UTC | AvidXchange Holdings, Inc. AVDX · Entity 74232 | Exercise / conversionCommon Stock | 4,666 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-22-030188 · doc4.xml · nonDerivative · entry 1 Murdock Wendy J. · CIK 0001670711 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,666 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 · price: Upon vesting, restricted stock units convert into common stock on a one-for-one-basis. Read SEC document |
| May 10, 2022 Filed May 17, 2022 20:37 UTC | IRON MOUNTAIN INC IRM · Entity 517 | GrantCommon Stock, par value $.01 per share | 3,300 | $0.01 | $33.00 |
DisclosureSEC source: 0001020569-22-000128 · wf-form4_165281984066784.xml · nonDerivative · entry 1 Murdock Wendy J. · CIK 0001670711 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 34,944 F1 · shares: Consists of shares issuable upon the settlement of restricted stock units ("RSUs") granted on May 10, 2022. The RSUs vest on the grant date. Read SEC document |
| November 18, 2021 Filed Nov 22, 2021 15:24 UTC | AvidXchange Holdings, Inc. AVDX · Entity 74232 | GrantRestricted Stock Units · Derivative | 4,666 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-21-045546 · doc4.xml · derivative · entry 1 Murdock Wendy J. · CIK 0001670711 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,666 Underlying: Common Stock · 4,666 shares Expires not disclosed F1 · derivative.exercise_price: Each restricted stock unit represents a contingent right to receive one share of the issuer's common stock. F2 · derivative.exercise_date: The restricted stock units will vest on May 15, 2022. F2 · derivative.expiration_date: The restricted stock units will vest on May 15, 2022. Read SEC document |
| May 12, 2021 Filed May 14, 2021 20:32 UTC | IRON MOUNTAIN INC IRM · Entity 517 | GrantCommon Stock, par value $.01 per share | 3,933 | $0.01 | $39.33 |
DisclosureSEC source: 0001020569-21-000155 · wf-form4_162102430761447.xml · nonDerivative · entry 1 Murdock Wendy J. · CIK 0001670711 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 31,644 F1 · shares: Consists of shares issuable upon the settlement of restricted stock units ("RSUs") granted on May 12, 2021. The RSUs vest on the grant date. Read SEC document |
| May 13, 2020 Filed May 15, 2020 21:49 UTC | IRON MOUNTAIN INC IRM · Entity 517 | GrantCommon Stock, par value $.01 per share | 7,011 | $0.01 | $70.11 |
DisclosureSEC source: 0001020569-20-000146 · wf-form4_158957934367819.xml · nonDerivative · entry 1 Murdock Wendy J. · CIK 0001670711 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 27,711 F1 · shares: Consists of shares issuable upon the settlement of restricted stock units ("RSUs") granted on May 13, 2020. The RSUs vest on the grant date. Read SEC document |
| May 22, 2019 Filed May 24, 2019 21:11 UTC | IRON MOUNTAIN INC IRM · Entity 517 | GrantCommon Stock, par value $.01 per share | 5,060 | $0.01 | $50.60 |
DisclosureSEC source: 0001020569-19-000157 · wf-form4_155873224938581.xml · nonDerivative · entry 1 Murdock Wendy J. · CIK 0001670711 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,700 F1 · shares: Consists of shares issuable upon the settlement of restricted stock units ("RSUs") granted on May 22, 2019. The RSUs vest on the grant date. Read SEC document |
| June 14, 2018 Filed Jun 19, 2018 01:09 UTC | IRON MOUNTAIN INC IRM · Entity 517 | GrantCommon Stock, par value $.01 per share | 4,413 | $0.01 | $44.13 |
DisclosureSEC source: 0001104659-18-040904 · a4.xml · nonDerivative · entry 1 Murdock Wendy J. · CIK 0001670711 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,640 F1 · shares: Consists of shares issuable upon the settlement of restricted stock units ("RSUs") granted on June 14, 2018. The RSUs vest on the grant date. F2 · balance_after: Includes 3,547 of the Issuer's CHESS Depository Interests ("CDIs"), trading on the Australian Securities Exchange. Each CDI represents a beneficial interest in one share of the Issuer's common stock. Read SEC document |
| May 24, 2017 Filed May 26, 2017 22:33 UTC | IRON MOUNTAIN INC IRM · Entity 517 | GrantCommon Stock, par value $.01 per share | 3,879 | $0.01 | $38.79 |
DisclosureSEC source: 0001104659-17-035792 · a4.xml · nonDerivative · entry 1 Murdock Wendy J. · CIK 0001670711 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,227 F1 · shares: Consists of shares issuable upon the settlement of restricted stock units ("RSUs") granted on May 24, 2017. The RSUs vest on the grant date. F2 · balance_after: Includes 3,547 of the Issuer's CHESS Depository Interests ("CDIs"), trading on the Australian Securities Exchange. Each CDI represents a beneficial interest in one share of the Issuer's common stock. 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.