| Type | Sym | Class | Transaction | Value $ | Shares | Change % | * Price $ | Shares After | Date | Ownership | Footnotes |
|---|---|---|---|---|---|---|---|---|---|---|---|
| transaction | IRM | Common Stock, par value $.01 per share | Options Exercise | $0 | +555K | $0.00 | 555K | Mar 1, 2025 | Direct | F1 | |
| transaction | IRM | Common Stock, par value $.01 per share | Tax liability | -$20.3M | -218K | -39.35% | $93.17 | 337K | Mar 1, 2025 | Direct | |
| transaction | IRM | Common Stock, par value $.01 per share | Options Exercise | $0 | +7.05K | +2.09% | $0.00 | 344K | Mar 1, 2025 | Direct | F2 |
| transaction | IRM | Common Stock, par value $.01 per share | Tax liability | -$258K | -2.77K | -0.81% | $93.17 | 341K | Mar 1, 2025 | Direct | |
| transaction | IRM | Common Stock, par value $.01 per share | Options Exercise | $2.53M | +69.1K | +20.28% | $36.59 | 410K | Mar 3, 2025 | Direct | |
| transaction | IRM | Common Stock, par value $.01 per share | Sale | -$4.42M | -49K | -11.94% | $90.28 | 361K | Mar 3, 2025 | Direct | F3 |
| transaction | IRM | Common Stock, par value $.01 per share | Sale | -$8.48M | -92.6K | -25.64% | $91.60 | 268K | Mar 3, 2025 | Direct | F4 |
| transaction | IRM | Common Stock, par value $.01 per share | Sale | -$2.47M | -26.8K | -9.97% | $92.30 | 242K | Mar 3, 2025 | Direct | F5 |
| transaction | IRM | Common Stock, par value $.01 per share | Sale | -$101K | -1.12K | -0.46% | $90.33 | 241K | Mar 3, 2025 | Direct | F6 |
| transaction | IRM | Common Stock, par value $.01 per share | Sale | -$269K | -2.93K | -1.22% | $91.73 | 238K | Mar 3, 2025 | Direct | F7 |
| transaction | IRM | Common Stock, par value $.01 per share | Sale | -$20.6K | -223 | -0.09% | $92.54 | 237K | Mar 3, 2025 | Direct | F8 |
| holding | IRM | Common Stock, par value $.01 per share | 296K | Mar 1, 2025 | By GRAT | F9 |
| Type | Sym | Class | Transaction | Value $ | Shares | Change % | * Price $ | Shares After | Date | Underlying Class | Amount | Exercise Price | Ownership | Footnotes |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| transaction | IRM | Performance Units | Options Exercise | $0 | -555K | -100% | $0.00 | 0 | Mar 1, 2025 | Common Stock, par value $.01 per share | 555K | Direct | F10, F11 | |
| transaction | IRM | Restricted Stock Units | Options Exercise | $0 | -7.05K | -100% | $0.00 | 0 | Mar 1, 2025 | Common Stock, par value $.01 per share | 7.05K | Direct | F12, F13 | |
| transaction | IRM | Employee Stock Option (Right to Buy) | Options Exercise | -$2.53M | -69.1K | -10% | $36.59 | 622K | Mar 3, 2025 | Common Stock, par value $.01 per share | 69.1K | $36.59 | Direct | F14 |
| transaction | IRM | Employee Stock Option (Right to Buy) | Award | $7.77M | +83.4K | $93.17 | 83.4K | Mar 1, 2025 | Common Stock, par value $.01 per share | 83.4K | $93.17 | Direct | F14 |
Buy Plan / Sale Plan: These are also open market purchases/sales of shares, but in this case the transaction is part of a trading plan. Rule 10b5-1 allows insiders to setup a trading plan to buy/sell stocks over a certain period of time. Since the purchases/sales are predetermined, this protects the insiders from violating insider trading law.
Transaction was made pursuant to a contract, instruction or written plan for the purchase or sale of equity securities of the issuer that is intended to satisfy the affirmative defense conditions of Rule 10b5-1(c).
| Id | Content |
|---|---|
| F1 | This acquisition is reported to reflect the full vesting of performance units ("PUs") previously granted to the Reporting Person on March 1, 2022. Effective February 14, 2025, the Compensation Committee of Iron Mountain Incorporated's Board of Directors determined the actual award of PUs under the grant after completion of the relevant performance period, and the PUs fully vested on March 1, 2025. |
| F2 | This acquisition is reported to reflect the full vesting of restricted stock units ("RSUs") previously granted to the Reporting Person on March 1, 2022. |
| F3 | 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 $90.020 to $91.015, 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 (3). |
| F4 | 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 $91.030 to $92.025, 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 (4). |
| F5 | 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 $92.030 to $92.910, 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 (5). |
| F6 | 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 $90.110to $90.630, 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 (6). |
| F7 | 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 $91.270 to $92.260, 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 (7). |
| F8 | 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 $92.350 to $92.755, 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 (8). |
| F9 | Balance reflects 295,650 shares transferred from the Grantor for funding of a Grantor Retained Annuity Trust on November 29, 2024. This transfer is exempt from Section 16 pursuant to Rule 16a-13. |
| F10 | Each PU represents a contingent right to receive one share of Iron Mountain Incorporated common stock ("Common Stock"). |
| F11 | The PU were initially granted to the Reporting Person on March 1, 2022, and will fully vest on March 1, 2025. |
| F12 | Each RSU represents a contingent right to receive one share of Iron Mountain Incorporated common stock ("Common Stock"). |
| F13 | The RSUs, representing a contingent right to receive a total of 21,139 shares of Common Stock, were granted to the Reporting Person on March 1, 2022 and vest in three substantially equal annual installments beginning on the first anniversary of the grant date. |
| F14 | This stock option becomes exercisable in three substantially equal annual installments beginning on the first anniversary of the date of grant. |