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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   $6,412,168    

Indirect Value

  $162,198,799      
Total Shares   4,341,494      
Total Value   $168,610,968      


Unionbancal Corp
 $0 Public Storage Inc
 $2,290,800 AvalonBay Communities
 $3,055,508 California Resources Corporation
 $1,065,860 Unionbancal Corp
 $0 Public Storage Inc
 $2,290,800 AvalonBay Communities
 $3,055,508 California Resources Corporation
 $1,065,860
 


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%
 7.0%
     
   
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 14 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 Chairman & CEO   •       •      –    2017-02-21 4 D $227.73 $3,139,941 D/D (13,788) 138,073 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 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   •       •      –    2015-08-12 4 S $209.50 $3,701,032 I/I (17,666) 64,090 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 Chairman & CEO   •       •      –    2015-08-11 4 OE $95.18 $3,807,200 I/I 40,000 104,090 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 -
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 VICE CHAIRMAN & CEO   •       •      –    2010-09-14 4 S $103.64 $4,679,396 I/I (45,150) 35,000 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 Chairman & CEO   •       •      –    2015-08-10 4 S $207.77 $5,263,524 I/I (25,334) 64,090 0 -
PSA Public Storage Inc Chairman & CEO   •       •      –    2014-03-14 4 OE $69.87 $5,799,210 I/I 83,000 159,303 0 -
PSA Public Storage Inc CHAIRMAN & CEO   •       •      –    2011-12-14 4 S $126.87 $5,922,602 I/I (46,683) 35,000 0 -
GFN General Finance Corp   •       •       •   2018-06-11 4 B $11.12 $6,167,608 I/I 554,641 3,467,726 0.01 -
PSA Public Storage Inc CHAIRMAN & CEO   •       •      –    2011-12-13 4 S $127.43 $6,794,159 I/I (53,317) 35,000 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   •       •      –    2017-03-14 4 S $218.95 $8,758,056 I/I (40,000) 106,643 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 -
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 Chairman & CEO   •       •      –    2014-03-14 4 S $168.18 $13,958,865 I/I (83,000) 76,303 0 -
PSA Public Storage Inc Director   –       •      –    2023-02-13 4 OE $147.19 $15,201,047 D/D 103,275 166,915 0 -
PSA Public Storage Inc VICE CHAIRMAN & CEO   •       •      –    2010-05-12 4 S $98.47 $16,345,223 I/I (166,000) 35,000 0 -
PSA Public Storage Inc Chairman & CEO   •       •      –    2018-08-30 4 S $211.45 $20,018,641 I/I (94,672) 127,500 0 -

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