| |
| |
|
| 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 4 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 |
• – – |
2020-03-25 |
4 |
AS |
$80.00 |
$16,160 |
D/D |
(202) |
122,800 |
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 |
• – – |
2020-03-05 |
4 |
D |
$108.28 |
$159,605 |
D/D |
(1,474) |
125,300 |
0 |
- |
|
| EXR |
Extra Space Storage Inc |
Chief Executive Officer |
• – – |
2020-02-24 |
4 |
D |
$108.92 |
$95,959 |
D/D |
(881) |
126,774 |
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 |
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 |
• – – |
2020-02-12 |
4 |
A |
$112.16 |
$3,984,708 |
D/D |
35,527 |
141,759 |
0 |
- |
|
83 Records found
|
|
Page 4 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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|
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|
