| |
| |
|
| 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 |
$9,976,238 |
|
|
|
Indirect Value
|
$25,060,008 |
|
|
| Total
Shares |
259,406 |
|
|
| Total
Value |
$35,036,246 |
|
|
|
|
|
|
|
|
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 : |
 28.7%
|
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 |
Director |
– • – |
2009-08-12 |
4 |
S |
$9.72 |
$48,594 |
D/D |
(5,000) |
33,179 |
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 |
Director |
– • – |
2007-08-01 |
4 |
B |
$14.30 |
$71,500 |
D/D |
5,000 |
9,000 |
2.39 |
- |
|
| 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 |
– • – |
2010-11-05 |
4 |
S |
$17.34 |
$260,100 |
D/D |
(15,000) |
18,869 |
0 |
- |
|
| EXR |
Extra Space Storage Inc |
Director |
– • – |
2011-08-01 |
4 |
OE |
$21.26 |
$744,100 |
D/D |
35,000 |
22,399 |
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 |
– • – |
2015-05-26 |
4 |
A |
$70.61 |
$85,014 |
D/D |
1,204 |
25,909 |
0 |
- |
|
| EXR |
Extra Space Storage Inc |
Chief Investment Officer |
• – – |
2015-08-03 |
4 |
S |
$73.50 |
$367,500 |
D/D |
(5,000) |
86,350 |
0 |
- |
|
| EXR |
Extra Space Storage Inc |
Chief Executive Officer |
• – – |
2021-03-15 |
4 |
OE |
$73.52 |
$4,191,940 |
D/D |
56,000 |
108,492 |
0 |
- |
|
| EXR |
Extra Space Storage Inc |
Chief Executive Officer |
• – – |
2017-02-15 |
4 |
A |
$73.54 |
$1,125,015 |
D/D |
15,298 |
88,649 |
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 |
• – – |
2020-03-25 |
4 |
AS |
$80.00 |
$16,160 |
D/D |
(202) |
122,800 |
0 |
% |
|
| EXR |
Extra Space Storage Inc |
Chief Executive Officer |
• – – |
2018-02-14 |
4 |
A |
$81.14 |
$1,181,317 |
D/D |
14,559 |
103,208 |
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 |
• – – |
2019-03-05 |
4 |
A |
$97.80 |
$1,273,747 |
D/D |
13,024 |
116,232 |
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 |
• – – |
2020-01-02 |
4 |
AS |
$104.92 |
$262,308 |
D/D |
(2,500) |
106,232 |
0 |
% |
|
| EXR |
Extra Space Storage Inc |
Chief Executive Officer |
• – – |
2019-07-01 |
4 |
AS |
$105.01 |
$262,516 |
D/D |
(2,500) |
111,232 |
0 |
- |
|
| EXR |
Extra Space Storage Inc |
Chief Executive Officer |
• – – |
2020-09-23 |
4 |
AS |
$106.74 |
$266,842 |
D/D |
(2,500) |
117,800 |
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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|
