Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Extra Space Storage Inc.EXR · Entity 3142 | Director | May 24, 2023 | May 26, 2023 |
Disclosed balances
About these balances
Latest available filing per company, not a reconstructed current portfolio. Matching sequences show the last reported balance with all source rows expandable; grouping alone does not establish account ownership. Do not add unresolved positions together. Filings may omit unchanged positions, and amendments may correct only part of an older disclosure. Jointly reported shares are not necessarily this owner's personal holdings.
Extra Space Storage Inc.
Report date May 24, 2023 · Filed May 26, 2023
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 1,664 |
Reported balance
After 2023-05-24 transaction · row 1
1 source rowRow 1 · 2023-05-24 · Grant · Acquired 1,093 · Balance 1,664 F1: Stock awards vest over one year on the anniversary of the grant date. |
Filing footnotes · ownership attribution and instrument terms
F1: Stock awards vest over one year on the anniversary of the grant date.
Transaction history
JSON APIPurchases/sales include open-market and private transactions. Plan disclosure applies to the filing; individual rows may differ. “Not disclosed” is not “unplanned.”
The cutoff filters transaction history only. Company summaries and owner relationships show the latest available disclosures. Parser corrections can improve historical records.
| Transaction date | Company | Activity / security | Shares / units | Reported price | Reported value | Details |
|---|---|---|---|---|---|---|
| May 24, 2023 Filed May 26, 2023 19:28 UTC | Extra Space Storage Inc. EXR · Entity 3142 | GrantCommon Stock | 1,093 | $146.46 | $160,080.78 |
DisclosureSEC source: 0001628280-23-020003 · wf-form4_168514368950691.xml · nonDerivative · entry 1 Shreve Jefferson Scott · CIK 0001946891 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,664 F1 · shares: Stock awards vest over one year on the anniversary of the grant date. Read SEC document |
| September 15, 2022 Filed Sep 19, 2022 17:23 UTC | Extra Space Storage Inc. EXR · Entity 3142 | GrantCommon Stock | 571 | $186.65 | $106,577.15 |
DisclosureSEC source: 0001628280-22-025161 · wf-form4_166362257836096.xml · nonDerivative · entry 1 Shreve Jefferson Scott · CIK 0001946891 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 571 F1 · shares: Stock award will be fully vested on 5/15/2023 Read SEC document |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.