| |
| |
|
| 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 3 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 |
Executive VP and CIO |
• – – |
2016-10-10 |
4 |
D |
$0.00 |
$0 |
D/D |
(20,909) |
73,351 |
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 |
• – – |
2022-01-03 |
4 |
AS |
$219.25 |
$822,188 |
I/I |
(3,750) |
85,000 |
0 |
% |
|
| EXR |
Extra Space Storage Inc |
Chief Executive Officer |
• • – |
2023-02-15 |
4 |
A |
$162.18 |
$4,117,426 |
D/D |
25,388 |
86,149 |
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 |
• – – |
2022-02-15 |
4 |
D |
$196.15 |
$317,959 |
D/D |
(1,621) |
88,546 |
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 |
• – – |
2021-10-01 |
4 |
AS |
$168.81 |
$633,020 |
I/I |
(3,750) |
88,750 |
0 |
% |
|
| EXR |
Extra Space Storage Inc |
Chief Executive Officer |
• – – |
2022-02-14 |
4 |
D |
$196.87 |
$251,206 |
D/D |
(1,276) |
90,167 |
0 |
- |
|
| EXR |
Extra Space Storage Inc |
Chief Investment Officer |
• – – |
2015-08-01 |
4 |
A |
$0.00 |
$0 |
D/D |
65,441 |
91,350 |
0 |
- |
|
| EXR |
Extra Space Storage Inc |
Chief Executive Officer |
• – – |
2022-02-14 |
4 |
A |
$194.21 |
$12,020,628 |
D/D |
61,895 |
91,443 |
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 |
• • – |
2023-03-05 |
4 |
D |
$169.11 |
$243,349 |
D/D |
(1,439) |
93,967 |
0 |
- |
|
| EXR |
Extra Space Storage Inc |
Executive VP and CIO |
• – – |
2016-02-22 |
4 |
A |
$0.00 |
$0 |
D/D |
7,910 |
94,260 |
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 |
• • – |
2023-03-01 |
4 |
A |
$163.66 |
$1,887,491 |
D/D |
11,533 |
96,480 |
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 |
• – – |
2020-01-02 |
4 |
AS |
$104.92 |
$262,308 |
D/D |
(2,500) |
106,232 |
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 |
• – – |
2019-10-01 |
4 |
AS |
$114.44 |
$286,097 |
D/D |
(2,500) |
108,732 |
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 |
• – – |
2019-04-01 |
4 |
AS |
$100.05 |
$250,121 |
D/D |
(2,500) |
113,732 |
0 |
- |
|
| EXR |
Extra Space Storage Inc |
Chief Executive Officer |
• – – |
2020-12-23 |
4 |
AS |
$115.10 |
$287,742 |
D/D |
(2,500) |
115,300 |
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 |
• – – |
2020-09-23 |
4 |
AS |
$106.74 |
$266,842 |
D/D |
(2,500) |
117,800 |
0 |
% |
|
83 Records found
|
|
Page 3 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 |
| |
|
|
|
|
|
