| |
| |
|
| 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 3 of 4
|
| Ticker |
Company Name |
Relation |
Off-Dir-10% |
Trans. Date |
Form |
Action |
Price |
Mkt Value |
D/I |
Shares |
Holdings |
Rank
|
|
|
| 3m +/- |
|
|
Form |
| INVH |
Invitation Homes Inc. |
Director |
– • – |
2023-05-17 |
4 |
A |
$0.00 |
$0 |
D/D |
5,655 |
21,001 |
0 |
- |
|
| INVH |
Invitation Homes Inc. |
Director |
– • – |
2020-05-20 |
4 |
A |
$0.00 |
$0 |
D/D |
5,869 |
5,869 |
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 |
Director |
– • – |
2009-05-20 |
4 |
A |
$0.00 |
$0 |
D/D |
9,929 |
38,179 |
0 |
- |
|
| EXR |
Extra Space Storage Inc |
Chief Executive Officer |
• – – |
2020-02-13 |
4 |
D |
$112.32 |
$1,210,697 |
D/D |
(10,779) |
130,980 |
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 |
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 |
• • – |
2022-03-16 |
4 |
GD |
$0.00 |
$0 |
I/I |
12,800 |
22,422 |
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 |
• – – |
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 |
• • – |
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 |
Director |
– • – |
2010-11-05 |
4 |
S |
$17.34 |
$260,100 |
D/D |
(15,000) |
18,869 |
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 |
• • – |
2023-09-08 |
4 |
GA |
$0.00 |
$0 |
I/I |
20,200 |
39,190 |
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 |
Executive VP and CIO |
• – – |
2016-10-10 |
4 |
D |
$0.00 |
$0 |
D/D |
(20,909) |
73,351 |
0 |
- |
|
| EXR |
Extra Space Storage Inc |
Executive VP and CIO |
• – – |
2016-10-10 |
4 |
A |
$0.00 |
$0 |
I/I |
20,909 |
20,909 |
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 |
• • – |
2023-02-15 |
4 |
A |
$162.18 |
$4,117,426 |
D/D |
25,388 |
86,149 |
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 |
• • – |
2023-03-15 |
4 |
GD |
$0.00 |
$0 |
D/D |
31,644 |
27,101 |
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 |
• • – |
2022-03-11 |
4 |
GA |
$0.00 |
$0 |
I/I |
33,416 |
33,416 |
0 |
- |
|
| EXR |
Extra Space Storage Inc |
Director |
– • – |
2011-08-01 |
4 |
OE |
$21.26 |
$744,100 |
D/D |
35,000 |
22,399 |
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 |
| |
|
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|
