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Insider Information:   Margolis Joseph D
Relationship:   Director
City:   Morristown
State:   NJ
   
Insider Summary:
  
   
Companies Owned :   2    
Direct Shares   82,866    

Indirect Shares

  171,210      
Direct Value   $9,804,154    

Indirect Value

  $25,111,371      
Total Shares   254,076      
Total Value   $34,915,525      


Extra Space Storage Inc
 $9,073,740 Invitation Homes Inc.
 $730,415 Extra Space Storage Inc
 $9,073,740 Invitation Homes Inc.
 $730,415
 


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 :
   24.4%
 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 Director 2023-05-17 21,001 2020-05-20 0    Premium*  
* Premium Members only  

Records found :    82         Free Registration Required For Full Results.    Limit: 25

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  Page 1 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 Director   –       •      –    2006-05-15 4 A $15.22 $30,440 D/D 2,000 2,000 -
EXR Extra Space Storage Inc Director   –       •      –    2007-08-01 4 A $0.00 $0 D/D 2,000 4,000 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 Director   –       •      –    2007-08-01 4 B $14.30 $71,500 D/D 5,000 9,000 2.39 -
INVH Invitation Homes Inc. Director   –       •      –    2021-05-19 4 A $0.00 $0 D/D 4,863 10,732 0 -
EXR Extra Space Storage Inc Director   –       •      –    2008-05-21 4 A $0.00 $0 D/D 4,250 13,250 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 %
INVH Invitation Homes Inc. Director   –       •      –    2022-05-17 4 A $0.00 $0 D/D 4,614 15,346 0 -
EXR Extra Space Storage Inc Director   –       •      –    2011-10-31 4 S $22.66 $96,295 D/D (4,250) 18,149 0 -
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   •       •      –    2023-01-13 4 GD $0.00 $0 I/I 3,306 19,116 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 Executive VP and CIO   •       –      –    2016-10-10 4 A $0.00 $0 I/I 20,909 20,909 0 -
INVH Invitation Homes Inc. Director   –       •      –    2023-05-17 4 A $0.00 $0 D/D 5,655 21,001 0 -
EXR Extra Space Storage Inc Director   –       •      –    2012-05-22 4 A $0.00 $0 D/D 3,024 21,173 0 -
EXR Extra Space Storage Inc Director   –       •      –    2011-05-17 4 A $0.00 $0 D/D 3,530 22,399 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   •       •      –    2022-03-16 4 GD $0.00 $0 I/I 12,800 22,422 0 -
EXR Extra Space Storage Inc Director   –       •      –    2013-05-21 4 A $0.00 $0 D/D 1,891 23,064 0 -
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 Director   –       •      –    2014-05-21 4 A $0.00 $0 D/D 1,641 24,705 0 -
EXR Extra Space Storage Inc Chief Executive Officer   •       •      –    2024-02-12 4 D $142.02 $179,939 D/D (1,267) 25,834 0 -
EXR Extra Space Storage Inc Director   –       •      –    2015-05-26 4 A $70.61 $85,014 D/D 1,204 25,909 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   •       •      –    2022-03-16 4 GA $0.00 $0 I/I 14,606 27,944 0 -

  82  Records found
  1  2   3   4      
  Page 1 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