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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      


Extra Space Storage Inc
 $9,055,180 Invitation Homes Inc.
 $921,058 Extra Space Storage Inc
 $9,055,180 Invitation Homes Inc.
 $921,058
 


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*  
* Premium Members only  

Records found :    25         Free Registration Required For Full Results.    Limit: 25

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  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 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   •       –      –    2021-03-15 4 S $132.69 $7,430,640 D/D (56,000) 52,492 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   •       •      –    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   •       –      –    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   •       –      –    2021-02-16 4 A $117.19 $4,150,167 D/D 35,414 64,817 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 Director   –       •      –    2011-08-01 4 OE $0.00 $0 D/D 35,000 57,399 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 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   •       •      –    2023-03-15 4 GD $0.00 $0 D/D 31,644 27,101 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   •       •      –    2023-02-15 4 A $162.18 $4,117,426 D/D 25,388 86,149 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 Executive VP and CIO   •       –      –    2016-10-10 4 A $0.00 $0 I/I 20,909 20,909 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 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 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 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   •       •      –    2022-03-16 4 GA $0.00 $0 I/I 14,606 27,944 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   •       –      –    2019-03-05 4 A $97.80 $1,273,747 D/D 13,024 116,232 0 -

  25  Records found
  1     
  Page 1 of 1  
 
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