Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| IRON MOUNTAIN INCIRM · Entity 517 | EVP, General Counsel, Sec. | September 03, 2024 | September 04, 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.
IRON MOUNTAIN INC
Report date September 03, 2024 · Filed September 04, 2024
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common Stock, par value $.01 per shareSEC Table I · non-derivative | Direct | 59,686 |
Reported balance
After 2024-09-03 transaction · row 1
1 source rowRow 1 · 2024-09-03 · Sale · Disposed 3,600 · Balance 59,686 |
Transaction history
JSON APIPurchases/sales include open-market and private transactions. Plan disclosure applies to the filing; individual rows may differ. “Not disclosed” is not “unplanned.”
The cutoff filters transaction history only. Company summaries and owner relationships show the latest available disclosures. Parser corrections can improve historical records.
| Transaction date | Company | Activity / security | Shares / units | Reported price | Reported value | Details |
|---|---|---|---|---|---|---|
| February 15, 2018 Filed Feb 20, 2018 21:05 UTC | IRON MOUNTAIN INC IRM · Entity 517 | GrantEmployee Stock Option (Right to Buy) · Derivative | 20,741 | $0.00 Strike: $33.72 | $0.00 |
DisclosureSEC source: 0001104659-18-010891 · a4.xml · derivative · entry 3 MARSON DEBORAH · CIK 0001691591 · EVP, General Counsel, Sec. 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,741 Underlying: Common Stock · 20,741 shares Expires 2028-02-15 F2 · derivative.exercise_date: This stock option becomes exercisable in three substantially equal annual installments beginning on the first anniversary of the grant date. Read SEC document |
| December 07, 2017 Filed Dec 11, 2017 12:50 UTC | IRON MOUNTAIN INC IRM · Entity 517 | Exercise / conversionRestricted Stock Units · Derivative | 2,157 | $0.00 | $0.00 |
DisclosureSEC source: 0001104659-17-072680 · a4.xml · derivative · entry 3 MARSON DEBORAH · CIK 0001691591 · Exec. VP, GC & Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,323 Underlying: Common Stock · 2,157 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. F2 · derivative.exercise_price: Each RSU represents a contingent right to receive one share of Iron Mountain Incorporated common stock ("Common Stock"). F3 · derivative.exercise_date: The RSUs, representing a contingent right to receive a total of 6,480 shares of Common Stock, were granted to the Reporting Person on December 7, 2016 and vest in three substantially equal annual installments beginning on the first anniversary of the grant date. F3 · derivative.expiration_date: The RSUs, representing a contingent right to receive a total of 6,480 shares of Common Stock, were granted to the Reporting Person on December 7, 2016 and vest in three substantially equal annual installments beginning on the first anniversary of the grant date. Read SEC document |
| December 07, 2017 Filed Dec 11, 2017 12:50 UTC | IRON MOUNTAIN INC IRM · Entity 517 | Tax withholdingCommon Stock, par value $.01 per share | 699 | $39.99 | $27,953.01 |
DisclosureSEC source: 0001104659-17-072680 · a4.xml · nonDerivative · entry 2 MARSON DEBORAH · CIK 0001691591 · Exec. VP, GC & Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,863 Read SEC document |
| December 07, 2017 Filed Dec 11, 2017 12:50 UTC | IRON MOUNTAIN INC IRM · Entity 517 | Exercise / conversionCommon Stock, par value $.01 per share | 2,157 | $0.00 | $0.00 |
DisclosureSEC source: 0001104659-17-072680 · a4.xml · nonDerivative · entry 1 MARSON DEBORAH · CIK 0001691591 · Exec. VP, GC & Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,562 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 · shares: This acquisition is reported to reflect the partial vesting of restricted stock units ("RSUs") previously granted to the Reporting Person on December 7, 2016. Read SEC document |
| March 09, 2017 Filed Mar 13, 2017 21:12 UTC | IRON MOUNTAIN INC IRM · Entity 517 | Exercise / conversionRestricted Stock Units · Derivative | 899 | $0.00 | $0.00 |
DisclosureSEC source: 0001104659-17-016199 · a4.xml · derivative · entry 3 MARSON DEBORAH · CIK 0001691591 · Exec VP,Gen Counsel,Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,802 Underlying: Common Stock · 899 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. F2 · derivative.exercise_price: Each RSU represents a contingent right to receive one share of Iron Mountain Incorporated common stock ("Common Stock"). F3 · derivative.exercise_date: The RSUs, representing a contingent right to receive a total of 2,701 shares of Common Stock, were granted to the Reporting Person on March 9, 2016 and vest in three substantially equal annual installments beginning on the first anniversary of the grant date. F3 · derivative.expiration_date: The RSUs, representing a contingent right to receive a total of 2,701 shares of Common Stock, were granted to the Reporting Person on March 9, 2016 and vest in three substantially equal annual installments beginning on the first anniversary of the grant date. Read SEC document |
| March 09, 2017 Filed Mar 13, 2017 21:12 UTC | IRON MOUNTAIN INC IRM · Entity 517 | Tax withholdingCommon Stock, par value $.01 per share | 339 | $34.10 | $11,559.90 |
DisclosureSEC source: 0001104659-17-016199 · a4.xml · nonDerivative · entry 2 MARSON DEBORAH · CIK 0001691591 · Exec VP,Gen Counsel,Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,405 Read SEC document |
| March 09, 2017 Filed Mar 13, 2017 21:12 UTC | IRON MOUNTAIN INC IRM · Entity 517 | Exercise / conversionCommon Stock, par value $.01 per share | 899 | $0.00 | $0.00 |
DisclosureSEC source: 0001104659-17-016199 · a4.xml · nonDerivative · entry 1 MARSON DEBORAH · CIK 0001691591 · Exec VP,Gen Counsel,Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,744 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 · shares: This acquisition is reported to reflect the partial vesting of restricted stock units ("RSUs") previously granted to the Reporting Person on March 9, 2016. Read SEC document |
| February 21, 2017 Filed Feb 23, 2017 21:43 UTC | IRON MOUNTAIN INC IRM · Entity 517 | Exercise / conversionRestricted Stock Units · Derivative | 557 | $0.00 | $0.00 |
DisclosureSEC source: 0001104659-17-011374 · a4.xml · derivative · entry 3 MARSON DEBORAH · CIK 0001691591 · Exec VP,Gen Counsel,Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 559 Underlying: Common Stock · 557 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. F2 · derivative.exercise_price: Each RSU represents a contingent right to receive one share of Iron Mountain Incorporated common stock ("Common Stock"). F3 · derivative.exercise_date: The RSUs, representing a contingent right to receive a total of 1,673 shares of Common Stock, were granted to the Reporting Person on February 19, 2015 and vest in three substantially equal annual installments beginning on the first anniversary of the grant date. F3 · derivative.expiration_date: The RSUs, representing a contingent right to receive a total of 1,673 shares of Common Stock, were granted to the Reporting Person on February 19, 2015 and vest in three substantially equal annual installments beginning on the first anniversary of the grant date. Read SEC document |
| February 21, 2017 Filed Feb 23, 2017 21:43 UTC | IRON MOUNTAIN INC IRM · Entity 517 | Tax withholdingCommon Stock, par value $.01 per share | 210 | $37.71 | $7,919.10 |
DisclosureSEC source: 0001104659-17-011374 · a4.xml · nonDerivative · entry 2 MARSON DEBORAH · CIK 0001691591 · Exec VP,Gen Counsel,Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,845 Read SEC document |
| February 21, 2017 Filed Feb 23, 2017 21:43 UTC | IRON MOUNTAIN INC IRM · Entity 517 | Exercise / conversionCommon Stock, par value $.01 per share | 557 | $0.00 | $0.00 |
DisclosureSEC source: 0001104659-17-011374 · a4.xml · nonDerivative · entry 1 MARSON DEBORAH · CIK 0001691591 · Exec VP,Gen Counsel,Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,055 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 · shares: This acquisition is reported to reflect the partial vesting of restricted stock units ("RSUs") previously granted to the Reporting Person on February 19, 2015. Read SEC document |
| February 16, 2017 Filed Feb 21, 2017 20:19 UTC | IRON MOUNTAIN INC IRM · Entity 517 | GrantRestricted Stock Units · Derivative | 3,648 | $0.00 | $0.00 |
DisclosureSEC source: 0001104659-17-010640 · a4.xml · derivative · entry 2 MARSON DEBORAH · CIK 0001691591 · Exec VP,Gen Counsel, Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,648 Underlying: Common Stock · 3,648 shares Expires not disclosed F2 · derivative.exercise_price: Each restricted stock unit ("RSU") represents a contingent right to receive one share of Iron Mountain Incorporated common stock. F3 · derivative.exercise_date: The RSUs vest in three substantially equal annual installments beginning on the first anniversary of the grant date. F3 · derivative.expiration_date: The RSUs vest in three substantially equal annual installments beginning on the first anniversary of the grant date. Read SEC document |
| February 16, 2017 Filed Feb 21, 2017 20:19 UTC | IRON MOUNTAIN INC IRM · Entity 517 | GrantEmployee Stock Option (Right to Buy) · Derivative | 20,519 | $0.00 Strike: $37.00 | $0.00 |
DisclosureSEC source: 0001104659-17-010640 · a4.xml · derivative · entry 1 MARSON DEBORAH · CIK 0001691591 · Exec VP,Gen Counsel, Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,519 Underlying: Common Stock · 20,519 shares Expires 2027-02-16 F1 · derivative.exercise_date: This stock option becomes exercisable in three substantially equal annual installments beginning on the first anniversary of the grant date. Read SEC document |
| February 13, 2017 Filed Feb 15, 2017 21:52 UTC | IRON MOUNTAIN INC IRM · Entity 517 | Exercise / conversionRestricted Stock Units · Derivative | 829 | $0.00 | $0.00 |
DisclosureSEC source: 0001104659-17-009720 · a4.xml · derivative · entry 3 MARSON DEBORAH · CIK 0001691591 · Exec.,VP,Gen.Counsel,Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 829 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. F2 · derivative.exercise_price: Each RSU represents a contingent right to receive one share of Iron Mountain Incorporated common stock ("Common Stock"). F3 · derivative.exercise_date: The RSUs, representing a contingent right to receive a total of 2,474 shares of Common Stock, were granted to the Reporting Person on February 13, 2014 and have vested in full in three substantially equal annual installments the last of which was on February 13, 2017. F3 · derivative.expiration_date: The RSUs, representing a contingent right to receive a total of 2,474 shares of Common Stock, were granted to the Reporting Person on February 13, 2014 and have vested in full in three substantially equal annual installments the last of which was on February 13, 2017. Read SEC document |
| February 13, 2017 Filed Feb 15, 2017 21:52 UTC | IRON MOUNTAIN INC IRM · Entity 517 | Tax withholdingCommon Stock, par value $.01 per share | 312 | $37.49 | $11,696.88 |
DisclosureSEC source: 0001104659-17-009720 · a4.xml · nonDerivative · entry 2 MARSON DEBORAH · CIK 0001691591 · Exec.,VP,Gen.Counsel,Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,498 Read SEC document |
| February 13, 2017 Filed Feb 15, 2017 21:52 UTC | IRON MOUNTAIN INC IRM · Entity 517 | Exercise / conversionCommon Stock, par value $.01 per share | 829 | $0.00 | $0.00 |
DisclosureSEC source: 0001104659-17-009720 · a4.xml · nonDerivative · entry 1 MARSON DEBORAH · CIK 0001691591 · Exec.,VP,Gen.Counsel,Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,810 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 · shares: This acquisition is reported to reflect the partial vesting of restricted stock units ("RSUs") previously granted to the Reporting Person on February 13, 2014. Read SEC document |
| December 07, 2016 Filed Dec 9, 2016 17:18 UTC | IRON MOUNTAIN INC IRM · Entity 517 | GrantRestricted Stock Units · Derivative | 6,480 | $0.00 | $0.00 |
DisclosureSEC source: 0001104659-16-161550 · a4.xml · derivative · entry 1 MARSON DEBORAH · CIK 0001691591 · Exec.,VP,Gen.Counsel,Secretary 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,480 Underlying: Common Stock · 6,480 shares Expires not disclosed F1 · derivative.exercise_price: Each restricted stock unit ("RSU") represents a contingent right to receive one share of Iron Mountain Incorporated common stock ("Common Stock"). F2 · derivative.exercise_date: The RSUs, representing a contingent right to receive a total of 6,480 shares of Common Stock, were granted to the Reporting Person on December 7, 2016 and vest in three substantially equal annual installments beginning on the first anniversary of the grant date. F2 · derivative.expiration_date: The RSUs, representing a contingent right to receive a total of 6,480 shares of Common Stock, were granted to the Reporting Person on December 7, 2016 and vest in three substantially equal annual installments beginning on the first anniversary of the grant date. Read SEC document |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.