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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 8 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   •       •      –    2015-02-20 4 D $200.18 $1,699,728 D/D (8,491) 136,163 0 -
PSA Public Storage Inc Chairman & CEO   •       •      –    2015-02-23 4 D $201.01 $1,748,184 D/D (8,697) 127,466 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   •       •      –    2015-08-10 4 S $207.77 $5,263,524 I/I (25,334) 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   •       •      –    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 S $209.50 $3,701,032 I/I (17,666) 64,090 0 -
PSA Public Storage Inc Chairman & CEO   •       •      –    2015-08-12 4 OE $95.18 $1,681,450 I/I 17,666 81,756 0 -
PSA Public Storage Inc Chairman & CEO   •       •      –    2016-02-15 4 A $0.00 $0 D/D 50,000 160,487 0 -
PSA Public Storage Inc Chairman & CEO   •       •      –    2016-02-22 4 D $253.64 $2,187,899 D/D (8,626) 151,861 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 Chairman & CEO   •       •      –    2017-02-22 4 A $0.00 $0 D/D 50,000 188,073 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   •       •      –    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 S $218.95 $8,758,056 I/I (40,000) 106,643 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 Chairman & CEO   •       •      –    2018-02-15 4 D $190.48 $458,866 D/D (2,409) 152,987 0 -
PSA Public Storage Inc Chairman & CEO   •       •      –    2018-02-20 4 D $186.31 $2,540,337 D/D (13,635) 125,487 0 -
PSA Public Storage Inc Chairman & CEO   •       •      –    2018-02-22 4 D $193.14 $598,541 D/D (3,099) 119,237 0 -
PSA Public Storage Inc Chairman & CEO   •       •      –    2018-02-28 4 A $0.00 $0 D/D 25,000 144,237 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 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 S $211.45 $20,018,641 I/I (94,672) 127,500 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 Director   –       •      –    2019-02-15 4 D $207.74 $482,788 D/D (2,324) 137,987 0 -

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