| |
| |
|
| Insider
Information: |
Margolis Joseph D |
| Relationship: |
|
| City: |
Morristown |
| State: |
NJ |
| |
|
| Insider
Summary: |
|
|
|
|
Companies Owned : |
2 |
|
| Direct
Shares |
88,196 |
|
|
Indirect Shares
|
171,210 |
|
|
| Direct
Value |
$9,728,605 |
|
|
|
Indirect Value
|
$24,411,122 |
|
|
| Total
Shares |
259,406 |
|
|
| Total
Value |
$34,139,726 |
|
|
|
|
|
|
|
|
Historical
Performance :
Based on 6 Month Return Percentages |
Buys
|
Sells
|
|
Total
Filings :
|
1
|
1
|
|
Stock
price went up :
|
1
|
1
|
| Stock
price went down : |
0
|
0
|
| |
|
|
|
Gain/Loss Ratio : |
1.0
|
1.0
|
| Percentage
Gain/Loss : |
 21.3%
|
49.8%
|
| |
|
|
|
|
|
Holdings
:
| Menu |
Company Name |
Ticker |
Relation |
Direct Date |
Direct Shares |
Indirect Date |
Indirect Shares |
Total Value Sold  |
 |
Extra Space Storage Inc |
EXR |
Chief Executive Office... |
2024-03-01 |
61,865 |
2024-03-01 |
171,210 |
Premium* |
|
|
Invitation Homes Inc. |
INVH |
|
2024-05-15 |
26,331 |
2020-05-20 |
0 |
Premium* |
|
|
|
|
|
|
|
|
|
|
|
Records found :
83 |
Free Registration Required For Full Results. Limit: 25
|
 |
Download |
Page 2 of 4
|
| Ticker |
Company Name |
Relation |
Off-Dir-10% |
Trans. Date |
Form |
Action |
Price |
Mkt Value |
D/I |
Shares |
Holdings |
Rank
|
|
|
| 3m +/- |
|
|
Form |
| EXR |
Extra Space Storage Inc |
Chief Executive Officer |
• • – |
2023-03-15 |
4 |
GD |
$0.00 |
$0 |
D/D |
31,644 |
27,101 |
0 |
- |
|
| INVH |
Invitation Homes Inc. |
Director |
– • – |
2023-05-17 |
4 |
A |
$0.00 |
$0 |
D/D |
5,655 |
21,001 |
0 |
- |
|
| EXR |
Extra Space Storage Inc |
Chief Executive Officer |
• • – |
2023-09-08 |
4 |
GD |
$0.00 |
$0 |
I/I |
20,200 |
30,560 |
0 |
- |
|
| EXR |
Extra Space Storage Inc |
Chief Executive Officer |
• • – |
2023-09-08 |
4 |
GA |
$0.00 |
$0 |
I/I |
20,200 |
39,190 |
0 |
- |
|
| INVH |
Invitation Homes Inc. |
|
– • – |
2024-05-15 |
4 |
A |
$0.00 |
$0 |
D/D |
5,330 |
26,331 |
0 |
- |
|
| EXR |
Extra Space Storage Inc |
Chief Executive Officer |
• – – |
2020-03-25 |
4 |
AS |
$80.00 |
$16,160 |
D/D |
(202) |
122,800 |
0 |
% |
|
| EXR |
Extra Space Storage Inc |
Director |
– • – |
2006-05-15 |
4 |
A |
$15.22 |
$30,440 |
D/D |
2,000 |
2,000 |
|
- |
|
| EXR |
Extra Space Storage Inc |
Director |
– • – |
2009-08-12 |
4 |
S |
$9.72 |
$48,594 |
D/D |
(5,000) |
33,179 |
0 |
- |
|
| EXR |
Extra Space Storage Inc |
Director |
– • – |
2007-08-01 |
4 |
B |
$14.30 |
$71,500 |
D/D |
5,000 |
9,000 |
2.39 |
- |
|
| EXR |
Extra Space Storage Inc |
Director |
– • – |
2015-05-26 |
4 |
A |
$70.61 |
$85,014 |
D/D |
1,204 |
25,909 |
0 |
- |
|
| EXR |
Extra Space Storage Inc |
Chief Executive Officer |
• – – |
2020-02-24 |
4 |
D |
$108.92 |
$95,959 |
D/D |
(881) |
126,774 |
0 |
- |
|
| EXR |
Extra Space Storage Inc |
Director |
– • – |
2011-10-31 |
4 |
S |
$22.66 |
$96,295 |
D/D |
(4,250) |
18,149 |
0 |
- |
|
| EXR |
Extra Space Storage Inc |
Director |
– • – |
2008-10-31 |
4 |
B |
$10.62 |
$159,300 |
D/D |
15,000 |
28,250 |
2.39 |
- |
|
| EXR |
Extra Space Storage Inc |
Chief Executive Officer |
• – – |
2020-03-05 |
4 |
D |
$108.28 |
$159,605 |
D/D |
(1,474) |
125,300 |
0 |
- |
|
| EXR |
Extra Space Storage Inc |
Chief Executive Officer |
• • – |
2024-02-16 |
4 |
D |
$141.57 |
$170,450 |
D/D |
(1,204) |
24,630 |
0 |
- |
|
| EXR |
Extra Space Storage Inc |
Chief Executive Officer |
• • – |
2023-03-01 |
4 |
D |
$163.66 |
$175,771 |
D/D |
(1,074) |
95,406 |
0 |
- |
|
| EXR |
Extra Space Storage Inc |
Chief Executive Officer |
• • – |
2024-02-12 |
4 |
D |
$142.02 |
$179,939 |
D/D |
(1,267) |
25,834 |
0 |
- |
|
| EXR |
Extra Space Storage Inc |
Chief Executive Officer |
• – – |
2021-03-08 |
4 |
D |
$124.50 |
$180,650 |
D/D |
(1,451) |
52,492 |
0 |
- |
|
| EXR |
Extra Space Storage Inc |
Chief Executive Officer |
• – – |
2020-03-23 |
4 |
AS |
$80.00 |
$183,840 |
D/D |
(2,298) |
123,002 |
0 |
% |
|
| EXR |
Extra Space Storage Inc |
Chief Executive Officer |
• • – |
2023-02-16 |
4 |
D |
$158.84 |
$190,926 |
D/D |
(1,202) |
84,947 |
0 |
- |
|
| EXR |
Extra Space Storage Inc |
Chief Executive Officer |
• • – |
2023-02-13 |
4 |
D |
$162.17 |
$206,605 |
D/D |
(1,274) |
60,761 |
0 |
- |
|
| EXR |
Extra Space Storage Inc |
Chief Executive Officer |
• – – |
2020-06-23 |
4 |
AS |
$93.24 |
$233,106 |
D/D |
(2,500) |
120,300 |
0 |
% |
|
| EXR |
Extra Space Storage Inc |
Chief Executive Officer |
• • – |
2023-03-05 |
4 |
D |
$169.11 |
$243,349 |
D/D |
(1,439) |
93,967 |
0 |
- |
|
| EXR |
Extra Space Storage Inc |
Chief Executive Officer |
• – – |
2019-04-01 |
4 |
AS |
$100.05 |
$250,121 |
D/D |
(2,500) |
113,732 |
0 |
- |
|
| EXR |
Extra Space Storage Inc |
Chief Executive Officer |
• – – |
2022-02-14 |
4 |
D |
$196.87 |
$251,206 |
D/D |
(1,276) |
90,167 |
0 |
- |
|
83 Records found
|
|
Page 2 of 4 |
| |
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 |
| |
|
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|
