| |
| |
|
| 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 |
• – – |
2020-06-23 |
4 |
AS |
$93.24 |
$233,106 |
D/D |
(2,500) |
120,300 |
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 |
% |
|
| EXR |
Extra Space Storage Inc |
Chief Executive Officer |
• – – |
2020-12-23 |
4 |
AS |
$115.10 |
$287,742 |
D/D |
(2,500) |
115,300 |
0 |
% |
|
| EXR |
Extra Space Storage Inc |
Director |
– • – |
2012-05-22 |
4 |
A |
$0.00 |
$0 |
D/D |
3,024 |
21,173 |
0 |
- |
|
| EXR |
Extra Space Storage Inc |
Chief Executive Officer |
• • – |
2023-01-13 |
4 |
GD |
$0.00 |
$0 |
I/I |
3,306 |
19,116 |
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 |
• – – |
2020-02-18 |
4 |
D |
$115.62 |
$384,437 |
D/D |
(3,325) |
127,655 |
0 |
- |
|
| EXR |
Extra Space Storage Inc |
Director |
– • – |
2011-05-17 |
4 |
A |
$0.00 |
$0 |
D/D |
3,530 |
22,399 |
0 |
- |
|
| EXR |
Extra Space Storage Inc |
Chief Executive Officer |
• – – |
2021-07-01 |
4 |
AS |
$164.89 |
$618,338 |
I/I |
(3,750) |
92,500 |
0 |
% |
|
| EXR |
Extra Space Storage Inc |
Chief Executive Officer |
• – – |
2021-10-01 |
4 |
AS |
$168.81 |
$633,020 |
I/I |
(3,750) |
88,750 |
0 |
% |
|
| EXR |
Extra Space Storage Inc |
Chief Executive Officer |
• – – |
2022-01-03 |
4 |
AS |
$219.25 |
$822,188 |
I/I |
(3,750) |
85,000 |
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 |
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 |
– • – |
2008-05-21 |
4 |
A |
$0.00 |
$0 |
D/D |
4,250 |
13,250 |
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 |
Chief Executive Officer |
• – – |
2021-02-16 |
4 |
D |
$116.80 |
$537,981 |
D/D |
(4,606) |
29,403 |
0 |
- |
|
| INVH |
Invitation Homes Inc. |
Director |
– • – |
2022-05-17 |
4 |
A |
$0.00 |
$0 |
D/D |
4,614 |
15,346 |
0 |
- |
|
| EXR |
Extra Space Storage Inc |
Director |
– • – |
2010-05-19 |
4 |
A |
$0.00 |
$0 |
D/D |
4,690 |
37,869 |
0 |
- |
|
| INVH |
Invitation Homes Inc. |
Director |
– • – |
2021-05-19 |
4 |
A |
$0.00 |
$0 |
D/D |
4,863 |
10,732 |
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 |
– • – |
2009-08-12 |
4 |
S |
$9.72 |
$48,594 |
D/D |
(5,000) |
33,179 |
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 |
• • – |
2022-04-01 |
4 |
AS |
$208.34 |
$1,041,700 |
I/I |
(5,000) |
20,144 |
0 |
% |
|
| EXR |
Extra Space Storage Inc |
Chief Executive Officer |
• • – |
2023-04-04 |
4 |
AS |
$160.07 |
$800,350 |
I/I |
(5,000) |
15,144 |
0 |
% |
|
| INVH |
Invitation Homes Inc. |
|
– • – |
2024-05-15 |
4 |
A |
$0.00 |
$0 |
D/D |
5,330 |
26,331 |
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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|
