| |
| |
|
| 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 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 |
• • – |
2024-02-16 |
4 |
D |
$141.57 |
$170,450 |
D/D |
(1,204) |
24,630 |
0 |
- |
|
| EXR |
Extra Space Storage Inc |
Chief Executive Officer |
• • – |
2024-03-01 |
4 |
D |
$143.36 |
$337,326 |
D/D |
(2,353) |
61,865 |
0 |
- |
|
| EXR |
Extra Space Storage Inc |
Chief Executive Officer |
• • – |
2024-03-01 |
4 |
A |
$143.36 |
$5,675,336 |
D/D |
39,588 |
64,218 |
0 |
- |
|
| INVH |
Invitation Homes Inc. |
Director |
– • – |
2020-05-20 |
4 |
A |
$0.00 |
$0 |
D/D |
5,869 |
5,869 |
0 |
- |
|
| INVH |
Invitation Homes Inc. |
Director |
– • – |
2021-05-19 |
4 |
A |
$0.00 |
$0 |
D/D |
4,863 |
10,732 |
0 |
- |
|
| INVH |
Invitation Homes Inc. |
Director |
– • – |
2022-05-17 |
4 |
A |
$0.00 |
$0 |
D/D |
4,614 |
15,346 |
0 |
- |
|
| INVH |
Invitation Homes Inc. |
Director |
– • – |
2023-05-17 |
4 |
A |
$0.00 |
$0 |
D/D |
5,655 |
21,001 |
0 |
- |
|
| INVH |
Invitation Homes Inc. |
|
– • – |
2024-05-15 |
4 |
A |
$0.00 |
$0 |
D/D |
5,330 |
26,331 |
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 |
| |
|
|
|
|
|
