| |
| |
|
| 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* |
|
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|
|
|
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Records found :
25 |
Free Registration Required For Full Results. Limit: 25
|
 |
Download |
Page 1 of 1
|
| 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 |
• – – |
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 |
• – – |
2021-03-15 |
4 |
S |
$132.69 |
$7,430,640 |
D/D |
(56,000) |
52,492 |
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 |
- |
|
| 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 |
• – – |
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 |
• – – |
2021-02-16 |
4 |
A |
$117.19 |
$4,150,167 |
D/D |
35,414 |
64,817 |
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 |
• – – |
2020-02-12 |
4 |
A |
$112.16 |
$3,984,708 |
D/D |
35,527 |
141,759 |
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 |
• – – |
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 |
• – – |
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 |
• – – |
2020-02-13 |
4 |
D |
$112.32 |
$1,210,697 |
D/D |
(10,779) |
130,980 |
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 |
• – – |
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 |
• • – |
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 |
• – – |
2022-01-03 |
4 |
AS |
$219.25 |
$822,188 |
I/I |
(3,750) |
85,000 |
0 |
% |
|
| EXR |
Extra Space Storage Inc |
Chief Executive Officer |
• • – |
2023-04-04 |
4 |
AS |
$160.07 |
$800,350 |
I/I |
(5,000) |
15,144 |
0 |
% |
|
| EXR |
Extra Space Storage Inc |
Director |
– • – |
2011-08-01 |
4 |
OE |
$21.26 |
$744,100 |
D/D |
35,000 |
22,399 |
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 |
• – – |
2021-07-01 |
4 |
AS |
$164.89 |
$618,338 |
I/I |
(3,750) |
92,500 |
0 |
% |
|
| EXR |
Extra Space Storage Inc |
Chief Executive Officer |
• – – |
2021-02-16 |
4 |
D |
$116.80 |
$537,981 |
D/D |
(4,606) |
29,403 |
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 |
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 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 |
• • – |
2024-03-01 |
4 |
D |
$143.36 |
$337,326 |
D/D |
(2,353) |
61,865 |
0 |
- |
|
25 Records found
|
1
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Page 1 of 1 |
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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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