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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      


Extra Space Storage Inc
 $8,820,712 Invitation Homes Inc.
 $907,893 Extra Space Storage Inc
 $8,820,712 Invitation Homes Inc.
 $907,893
 


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*  
* Premium Members only  

Records found :    83         Free Registration Required For Full Results.    Limit: 25

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  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   •       •      –    2022-03-16 4 GA $0.00 $0 I/I 14,606 27,944 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   •       –      –    2021-02-16 4 D $116.80 $537,981 D/D (4,606) 29,403 0 -
EXR Extra Space Storage Inc Chief Executive Officer   •       •      –    2023-01-13 4 GA $0.00 $0 I/I 3,306 29,590 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   •       •      –    2023-11-13 4 B $118.21 $496,482 D/D 4,200 31,301 2.81 %
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 Chief Executive Officer   •       •      –    2022-03-11 4 GA $0.00 $0 I/I 33,416 33,416 0 -
EXR Extra Space Storage Inc Director   –       •      –    2010-07-30 4 S $0.00 $0 D/D (4,000) 33,869 0 -
EXR Extra Space Storage Inc Director   –       •      –    2010-05-19 4 A $0.00 $0 D/D 4,690 37,869 0 -
EXR Extra Space Storage Inc Director   –       •      –    2009-05-20 4 A $0.00 $0 D/D 9,929 38,179 0 -
EXR Extra Space Storage Inc Chief Executive Officer   •       •      –    2023-09-08 4 GA $0.00 $0 I/I 20,200 39,190 0 -
EXR Extra Space Storage Inc Chief Executive Officer   •       •      –    2023-03-15 4 GA $0.00 $0 I/I 31,644 50,760 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   •       –      –    2021-03-15 4 S $132.69 $7,430,640 D/D (56,000) 52,492 0 %
EXR Extra Space Storage Inc Chief Executive Officer   •       –      –    2021-02-18 4 D $117.17 $1,274,107 D/D (10,874) 53,943 0 -
EXR Extra Space Storage Inc Director   –       •      –    2011-08-01 4 OE $0.00 $0 D/D 35,000 57,399 0 -
EXR Extra Space Storage Inc Chief Executive Officer   •       •      –    2022-03-16 4 GD $0.00 $0 D/D 1,806 58,745 0 -
EXR Extra Space Storage Inc Chief Executive Officer   •       •      –    2022-03-11 4 GD $0.00 $0 D/D 33,416 60,551 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   •       •      –    2024-03-01 4 D $143.36 $337,326 D/D (2,353) 61,865 0 -
EXR Extra Space Storage Inc Chief Executive Officer   •       –      –    2022-03-07 4 D $200.52 $290,754 D/D (1,450) 62,035 0 -
EXR Extra Space Storage Inc Chief Executive Officer   •       –      –    2022-02-17 4 D $188.34 $4,719,989 D/D (25,061) 63,485 0 -
EXR Extra Space Storage Inc Chief Executive Officer   •       •      –    2024-03-01 4 A $143.36 $5,675,336 D/D 39,588 64,218 0 -
EXR Extra Space Storage Inc Chief Executive Officer   •       –      –    2021-02-16 4 A $117.19 $4,150,167 D/D 35,414 64,817 0 -

  83  Records found
  1   2  3   4      
  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