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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   $8,986,276    

Indirect Value

  $22,851,399      
Total Shares   254,076      
Total Value   $31,837,675      


Extra Space Storage Inc
 $8,257,122 Invitation Homes Inc.
 $729,155 Extra Space Storage Inc
 $8,257,122 Invitation Homes Inc.
 $729,155
 


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 :
   13.8%
 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 :    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 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 -
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   •       •      –    2024-02-12 4 D $142.02 $179,939 D/D (1,267) 25,834 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   •       •      –    2023-09-08 4 GD $0.00 $0 I/I 20,200 30,560 0 -
EXR Extra Space Storage Inc Chief Executive Officer   •       •      –    2023-09-08 4 GA $0.00 $0 I/I 20,200 39,190 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 Chief Executive Officer   •       •      –    2023-04-04 4 AS $160.07 $800,350 I/I (5,000) 15,144 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   •       •      –    2023-03-15 4 GD $0.00 $0 D/D 31,644 27,101 0 -
EXR Extra Space Storage Inc Chief Executive Officer   •       •      –    2023-03-05 4 D $169.11 $243,349 D/D (1,439) 93,967 0 -
EXR Extra Space Storage Inc Chief Executive Officer   •       •      –    2023-03-01 4 D $163.66 $175,771 D/D (1,074) 95,406 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   •       •      –    2023-02-16 4 D $158.84 $190,926 D/D (1,202) 84,947 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   •       •      –    2023-02-13 4 D $162.17 $206,605 D/D (1,274) 60,761 0 -
EXR Extra Space Storage Inc Chief Executive Officer   •       •      –    2023-01-13 4 GA $0.00 $0 I/I 3,306 29,590 0 -
EXR Extra Space Storage Inc Chief Executive Officer   •       •      –    2023-01-13 4 GD $0.00 $0 I/I 3,306 19,116 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 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   •       •      –    2022-03-16 4 GD $0.00 $0 D/D 1,806 58,745 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 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   •       •      –    2022-03-11 4 GA $0.00 $0 I/I 33,416 33,416 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