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Insider Information:   Havner Ronald L Jr
Relationship:   Director
City:   Glendale
State:   CA
   
Insider Summary:
  
   
Companies Owned :   6    
Direct Shares   50,675    

Indirect Shares

  4,290,819      
Direct Value   $6,540,897    

Indirect Value

  $165,578,285      
Total Shares   4,341,494      
Total Value   $172,119,183      


Unionbancal Corp
 $0 Public Storage Inc
 $2,380,114 AvalonBay Communities
 $3,090,859 California Resources Corporation
 $1,069,924 Unionbancal Corp
 $0 Public Storage Inc
 $2,380,114 AvalonBay Communities
 $3,090,859 California Resources Corporation
 $1,069,924
 


Historical Performance :
Based on 6 Month Return Percentages
Buys 
Sells 

     Total Filings :

    1   
    2    

     Stock price went up :

    1   
    2    
     Stock price went down :
    0   
    0    
   
     Gain/Loss Ratio :
   1.0   
   2.0   
     Percentage Gain/Loss :
   33.5%
 11.9%
     
   
Holdings :
     Menu Company Name Ticker Relation Direct Date Direct Shares Indirect Date Indirect Shares Total Value Sold  
            PS Business Parks Inc PSB Director 2022-07-20 0 2022-07-20 0    Premium*  
            Unionbancal Corp UB Director 2008-10-01 4,046 2008-10-01 0    Premium*  
            Public Storage Inc PSA Director 2024-05-02 8,410 2024-05-02 318,219    Premium*  
            General Finance Corp GFN 0 2018-09-05 3,972,600    Premium*  
            AvalonBay Communities AVB 2024-05-15 15,642 2014-10-15 0    Premium*  
            California Resources Corporation CRC Director 2017-05-11 22,577 2014-12-04 0    Premium*  
* Premium Members only  

Records found :    348         Free Registration Required For Full Results.    Limit: 25

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  Page 11 of 14
Ticker Company Name Relation   Off-Dir-10% Trans. Date Form Action Price Mkt Value D/I Shares    Holdings   
Rank

 
3m +/-  
Form
PSB PS Business Parks Inc Chairman of the Board   –       •      –    2004-05-28 4 S $38.72 $580,845 D/D (15,000) 78,598 -
PSB PS Business Parks Inc Director   –       •      –    2017-08-31 4 OE $42.40 $203,264 D/D 4,136 4,136 0 -
PSB PS Business Parks Inc Chairman of the Board   –       •      –    2004-03-24 4 S $43.72 $4,267,092 D/D (97,600) 120,598 -
PSB PS Business Parks Inc Chairman of the Board   –       •      –    2004-03-23 4 S $44.48 $106,761 D/D (2,400) 120,598 -
PSA Public Storage Inc CHAIRMAN & CEO   •       •      –    2011-12-13 4 OE $50.30 $2,681,845 I/I 53,317 88,317 0 -
PSA Public Storage Inc CHAIRMAN & CEO   •       •      –    2011-12-14 4 OE $50.30 $2,348,155 I/I 46,683 81,683 0 -
PSA Public Storage Inc Chairman & CEO   •       •      –    2018-08-29 4 OE $50.30 $267,998 I/I 5,328 132,828 0 -
PSA Public Storage Inc Chairman & CEO   •       •      –    2018-08-30 4 OE $50.30 $4,762,002 I/I 94,672 222,172 0 -
PSA Public Storage Inc VICE CHAIRMAN & CEO   •       •      –    2010-05-12 4 OE $56.12 $9,315,920 I/I 166,000 201,000 0 -
PSB PS Business Parks Inc Director   –       •      –    2021-04-08 4 OE $58.66 $121,309 D/D 2,068 4,137 0 -
PSB PS Business Parks Inc Director   –       •      –    2020-04-27 4 OE $58.82 $121,699 D/D 2,069 2,069 0 -
PSB PS Business Parks Inc Director   –       •      –    2022-03-09 4 OE $63.78 $1,317,681 D/D 14,560 14,560 0 -
UB Unionbancal Corp officerTitle   –       •      –    2006-01-30 4 B $67.00 $134,000 I/I 2,000 2,000 2.1 -
PSA Public Storage Inc Chairman & CEO   •       •      –    2014-03-14 4 OE $69.87 $5,799,210 I/I 83,000 159,303 0 -
PSB PS Business Parks Inc Director   –       •      –    2012-09-06 4 B $69.99 $209,977 I/I 3,000 1,500 2.1 -
UB Unionbancal Corp Director   –       •      –    2008-10-01 4 S $73.50 $204,257 I/I (2,779) 0 0 -
UB Unionbancal Corp Director   –       •      –    2008-11-04 4 D $73.50 $299,517 D/D (4,075) 0 0 -
PSA Public Storage Inc Chairman & CEO   •       •      –    2017-03-10 4 OE $81.81 $3,517,830 I/I 43,000 149,643 0 -
PSA Public Storage Inc Chairman & CEO   •       •      –    2017-03-14 4 OE $81.81 $3,272,400 I/I 40,000 146,643 0 -
PSA Public Storage Inc Vice Chairman and CEO   •       •      –    2008-05-19 4 S $88.96 $3,726,532 I/I (41,888) 35,000 0 -
PSA Public Storage Inc Vice Chairman and CEO   •       •      –    2008-08-29 4 S $89.53 $1,160,488 I/I (12,962) 35,000 0 -
PSA Public Storage Inc Vice Chairman and CEO   •       •      –    2008-09-02 4 S $90.62 $4,531,000 I/I (50,000) 35,000 0 -
PSA Public Storage Inc Chairman & CEO   •       •      –    2015-08-10 4 OE $95.18 $2,411,290 I/I 25,334 89,424 0 -
PSA Public Storage Inc Chairman & CEO   •       •      –    2015-08-11 4 OE $95.18 $3,807,200 I/I 40,000 104,090 0 -
PSA Public Storage Inc Chairman & CEO   •       •      –    2015-08-12 4 OE $95.18 $1,681,450 I/I 17,666 81,756 0 -

  348  Records found
  1   2   3   4   5   6   7   8   9   10   11  12   13   14      
  Page 11 of 14  
 
Free Registration Required For Full Results.    Limit: 25

 
 
  Transaction Code Key: Ownership Code Key
  B - Buy AB - Automatic Buy D - Direct Ownership
  S - Sell AS - Automatic Sell I - Indirect Ownership
OE - Options Exercised A - Aquired
  IO - Initital Ownership D - Disposed