Welcome to our dedicated page for Iron Mountain SEC filings (Ticker: IRM), a comprehensive resource for investors and traders seeking official regulatory documents including 10-K annual reports, 10-Q quarterly earnings, 8-K material events, and insider trading forms.
Iron Mountain Incorporated filings document the regulatory record of an information management services company that operates as a REIT. Form 8-K reports furnish quarterly earnings releases, conference-call presentations and supplemental financial information covering storage rental revenue, service revenue, Adjusted EBITDA, AFFO and segment activity. Other event filings describe U.S. federal income tax considerations tied to REIT qualification and the acquisition, ownership and disposition of the company’s stock.
The filing record also covers governance and capital structure. Proxy materials address board and committee matters, executive compensation and equity-award disclosures. Material-event filings describe credit agreement amendments, incremental term loans, senior notes, revolving credit facility use, indenture terms and subsidiary-guarantor arrangements.
Bhargava Mithu reported acquisition or exercise transactions in this Form 4 filing.
Iron Mountain Incorporated executive Mithu Bhargava received final performance-based equity awards. The Form 4 shows two grants of Performance Units, one for 37,085 units and another for 43,652 units, each representing a contingent right to receive one share of common stock at no cash cost.
The awards relate to grants originally made in 2023, with the Compensation Committee determining the actual number of units earned effective February 16, 2026 after completion of the performance period. According to the footnotes, these Performance Units will fully vest on March 1, 2026, aligning Bhargava’s compensation with longer-term performance.
Hytinen Barry reported acquisition or exercise transactions in this Form 4 filing.
Iron Mountain Incorporated’s EVP and CFO Barry Hytinen reported an equity compensation award of 166,412 Performance Units, each representing a contingent right to one share of common stock. The award reflects the Compensation Committee’s determination of his actual PUs earned and will fully vest on March 1, 2026.
Cohen & Steers and its affiliated investment advisers report beneficial ownership of 19,106,540 shares of Iron Mountain, Inc. common stock, representing 6.46% of the class. They have sole voting power over 14,634,540 shares and sole dispositive power over all 19,106,540 shares.
The securities are held by Cohen & Steers Capital Management, Cohen & Steers UK, Cohen & Steers Asia, and Cohen & Steers Ireland for the benefit of their account holders, who are entitled to dividends and sale proceeds. The filing states the position is held in the ordinary course of business and not for the purpose of influencing control of Iron Mountain.
Iron Mountain Incorporated files its 2025 annual report, detailing a global information management, digital solutions and data center business organized as a REIT. The company serves more than 240,000 customers in 61 countries and generated approximately $6.9 billion of revenue in 2025.
Iron Mountain emphasizes recurring storage income from over 740 million cubic feet of physical records and a growing data center platform of 31 facilities with 488 MW of capacity that is about 97% leased and expandable to 1,340 MW. It highlights completion of Project Matterhorn, a multi‑year transformation that drove about $574.4 million of restructuring and related costs.
The report outlines key risks around executing its growth plan, cybersecurity, data privacy, AI adoption, integration of acquisitions, environmental regulation, global operations and maintaining REIT status. As of December 31, 2025, long‑term debt was roughly $16,544.5 million and stockholders’ deficit about $981.0 million, underscoring a highly leveraged capital structure.
Iron Mountain Incorporated reported record results for the fourth quarter and full year 2025 while issuing upbeat 2026 guidance. Revenue reached $1.8 billion in Q4 and $6.9 billion for 2025, up 16.6% and 12.2% year over year, driven by strong storage and service growth.
Despite higher operating and interest costs reducing full-year net income to $152 million from $184 million (EPS $0.49 vs. $0.61), profitability on a cash and operating basis improved. Adjusted EBITDA rose to $2.57 billion, up 15.1%, with margin expanding to 37.3%. AFFO increased to $1.54 billion, or $5.17 per share, up 13.9%.
Growth businesses in data centers, digital solutions, and asset lifecycle management collectively grew more than 30% in 2025 and now represent 28% of revenue. The board declared a $0.864 first-quarter 2026 dividend. For 2026, the company guides to revenue of $7.625–$7.775 billion, Adjusted EBITDA of $2.875–$2.925 billion, and AFFO of $1.705–$1.735 billion, implying continued double-digit growth.
Iron Mountain Incorporated director Robin Matlock converted 10.189 Phantom Stock units into the same number of shares of Common Stock on January 21, 2026 under the company’s Directors Deferred Compensation Plan. The conversion price was reported as $0 per share, reflecting settlement of previously accrued phantom stock rather than an open‑market purchase. Following this transaction, Matlock directly beneficially owns 28,559.189 shares of Iron Mountain common stock.
Iron Mountain Incorporated director Doyle R. Simons reported acquiring additional deferred equity-based compensation. On January 6, 2026, he received 459.793 units of phantom stock at a weighted average price of $84.625 per unit under the company’s Directors Deferred Compensation Plan. After this transaction, he beneficially owns 45,494.246 phantom stock units in total.
Each phantom stock unit is economically equivalent to one share of Iron Mountain common stock and will be paid out in common shares following Simons’ disability or when his board service ends. The new units also reflect dividends on common stock as if those dividends were reinvested in additional phantom stock.
Iron Mountain Incorporated director Theodore R. Samuels II reported additional deferred equity-based compensation in the form of phantom stock units. On January 6, 2026, he acquired 425.125 phantom stock units at a weighted average price of $85.269 per unit and 107.445 phantom stock units at a weighted average price of $84.625 per unit. These entries reflect his quarterly cash board fees and dividends on common stock treated as if reinvested into phantom stock under the company’s Directors Deferred Compensation Plan. Each phantom stock unit is economically equivalent to one share of Iron Mountain common stock and will be settled in common shares after his disability or when his board service ends, bringing his reported phantom stock balance to 11,056.26 units held directly.
Iron Mountain Incorporated director Robin Matlock reported acquiring 10.189 phantom stock units on January 6, 2026 under the company’s Directors Deferred Compensation Plan. Each phantom share is economically equivalent to one share of Iron Mountain common stock and will be paid out in common shares on dates chosen by the director or as otherwise provided in the plan.
The 10.189 phantom shares reflect dividend equivalents, treating dividends on common stock as if they were reinvested into additional phantom shares. The weighted average reference price for this transaction was $84.625 per share, based on multiple trades between $84.304 and $84.979. Following this transaction, Matlock beneficially owns 10.189 phantom stock units directly.
Iron Mountain Incorporated director reports stock conversion under a deferred compensation plan. On 01/02/2026, the reporting person acquired 998 shares of Iron Mountain common stock at a price of $0 per share through the exercise of phantom stock units. After this transaction, the reporting person beneficially owned 28,549 shares of common stock in direct form.
The derivative position in 998 phantom stock units was reduced to zero as they were settled in common stock. Each phantom share was economically equivalent to one share of common stock, and settlement occurs in stock under the company’s Directors Deferred Compensation Plan, according to the reporting person’s elections and plan terms.