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

 
3m +/-  
Form
PSA Public Storage Inc Director   –       •      –    2019-02-15 4 D $207.74 $482,788 D/D (2,324) 137,987 0 -
PSA Public Storage Inc Chairman & CEO   •       •      –    2015-08-10 4 S $207.77 $5,263,524 I/I (25,334) 64,090 0 -
PSA Public Storage Inc Director   –       •      –    2019-02-19 4 D $207.91 $1,004,829 D/D (4,833) 127,987 0 -
PSA Public Storage Inc Director   –       •      –    2020-02-28 4 D $209.12 $205,356 D/D (982) 127,068 0 -
PSA Public Storage Inc Chairman & CEO   •       •      –    2015-08-12 4 S $209.50 $3,701,032 I/I (17,666) 64,090 0 -
PSA Public Storage Inc Chairman & CEO   •       •      –    2015-08-11 4 S $209.52 $8,380,644 I/I (40,000) 64,090 0 -
PSA Public Storage Inc Chairman & CEO   •       •      –    2018-08-30 4 S $211.45 $20,018,641 I/I (94,672) 127,500 0 -
PSA Public Storage Inc Director   –       •      –    2019-02-28 4 D $211.49 $303,700 D/D (1,436) 110,625 0 -
PSA Public Storage Inc Chairman & CEO   •       •      –    2018-08-29 4 S $213.09 $1,135,350 I/I (5,328) 127,500 0 -
PSA Public Storage Inc Director   –       •      –    2020-09-08 4 B $214.85 $408,215 I/I 1,900 1,900 2.1 %
PSA Public Storage Inc Director   –       •      –    2020-02-19 4 D $218.80 $885,046 D/D (4,045) 130,296 0 -
PSA Public Storage Inc Chairman & CEO   •       •      –    2017-03-14 4 S $218.95 $8,758,056 I/I (40,000) 106,643 0 -
PSA Public Storage Inc Chairman & CEO   •       •      –    2017-03-10 4 S $220.05 $9,461,991 I/I (43,000) 106,643 0 -
PSA Public Storage Inc Director   –       •      –    2020-09-30 4 A $222.72 $30,067 D/D 135 105,972 0 -
PSA Public Storage Inc Director   –       •      –    2020-02-22 4 D $225.77 $507,079 D/D (2,246) 117,657 0 -
PSA Public Storage Inc Chairman & CEO   •       •      –    2017-02-21 4 D $227.73 $3,139,941 D/D (13,788) 138,073 0 -
PSA Public Storage Inc Director   –       •      –    2020-03-08 4 D $228.94 $259,618 D/D (1,134) 109,394 0 -
PSA Public Storage Inc Director   –       •      –    2021-02-15 4 D $231.86 $335,733 D/D (1,448) 105,524 0 -
PSA Public Storage Inc Director   –       •      –    2020-02-15 4 D $232.82 $421,870 D/D (1,812) 134,341 0 -
PSA Public Storage Inc Director   –       •      –    2021-02-28 4 D $233.94 $174,051 D/D (744) 98,206 0 -
PSA Public Storage Inc Director   –       •      –    2021-02-22 4 D $237.76 $421,311 D/D (1,772) 103,752 0 -
PSA Public Storage Inc Director   –       •      –    2021-03-08 4 D $238.65 $185,431 D/D (777) 90,570 0 -
PSA Public Storage Inc Director   –       •      –    2021-03-31 4 A $246.76 $30,105 D/D 122 85,599 0 -
PSA Public Storage Inc Director   –       •      –    2021-04-01 4 D $251.94 $108,334 D/D (430) 85,169 0 -
PSA Public Storage Inc Chairman & CEO   •       •      –    2016-02-22 4 D $253.64 $2,187,899 D/D (8,626) 151,861 0 -

  348  Records found
  1   2   3   4   5   6   7   8   9   10   11   12   13  14      
  Page 13 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