Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Extra Space Storage Inc.EXR · Entity 3142 | EVP/Chief Marketing Officer | June 16, 2020 | June 18, 2020 |
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 June 16, 2020 · Filed June 18, 2020
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 55,447 |
Ending reported balance
After 2020-06-17 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2020-06-16 · Sale · Disposed 833 · Balance 56,280 F1: Sale occurred pursuant to a 10b5-1 plan entered into by Mr. Overturf on November 26, 2019. Row 2 · 2020-06-17 · Sale · Disposed 833 · Balance 55,447 F1: Sale occurred pursuant to a 10b5-1 plan entered into by Mr. Overturf on November 26, 2019. |
Filing footnotes · ownership attribution and instrument terms
F1: Sale occurred pursuant to a 10b5-1 plan entered into by Mr. Overturf on November 26, 2019.
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 |
|---|---|---|---|---|---|---|
| January 18, 2018 Filed Jan 19, 2018 21:53 UTC | Extra Space Storage Inc. EXR · Entity 3142 | SaleCommon Stock | 440 | $82.39 | $36,252.30 |
DisclosureSEC source: 0001179110-18-000989 · edgar.xml · nonDerivative · entry 2 OVERTURF JAMES · CIK 0001586187 · EVP/Chief Marketing Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 79,495 F1 · shares: Sale occurred pursuant to a 10b5-1 plan entered into by Mr. Overturf on November 28, 2017. Read SEC document |
| January 17, 2018 Filed Jan 19, 2018 21:53 UTC | Extra Space Storage Inc. EXR · Entity 3142 | SaleCommon Stock | 440 | $83.37 | $36,682.58 |
DisclosureSEC source: 0001179110-18-000989 · edgar.xml · nonDerivative · entry 1 OVERTURF JAMES · CIK 0001586187 · EVP/Chief Marketing Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 79,935 F1 · shares: Sale occurred pursuant to a 10b5-1 plan entered into by Mr. Overturf on November 28, 2017. Read SEC document |
| December 20, 2017 Filed Dec 22, 2017 21:11 UTC | Extra Space Storage Inc. EXR · Entity 3142 | SaleCommon Stock | 700 | $86.12 | $60,286.52 |
DisclosureSEC source: 0001179110-17-015848 · edgar.xml · nonDerivative · entry 2 OVERTURF JAMES · CIK 0001586187 · EVP/Chief Marketing Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 80,375 F1 · shares: Sale occurred pursuant to a 10b5-1 plan entered into by Mr. Overturf on December 13, 2016. Read SEC document |
| December 19, 2017 Filed Dec 22, 2017 21:11 UTC | Extra Space Storage Inc. EXR · Entity 3142 | SaleCommon Stock | 600 | $86.43 | $51,857.52 |
DisclosureSEC source: 0001179110-17-015848 · edgar.xml · nonDerivative · entry 1 OVERTURF JAMES · CIK 0001586187 · EVP/Chief Marketing Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 81,075 F1 · shares: Sale occurred pursuant to a 10b5-1 plan entered into by Mr. Overturf on December 13, 2016. Read SEC document |
| November 14, 2017 Filed Nov 15, 2017 23:27 UTC | Extra Space Storage Inc. EXR · Entity 3142 | SaleCommon Stock | 700 | $86.35 | $60,441.99 |
DisclosureSEC source: 0001179110-17-014165 · edgar.xml · nonDerivative · entry 2 OVERTURF JAMES · CIK 0001586187 · EVP/Chief Marketing Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 81,675 F1 · shares: Sale occurred pursuant to a 10b5-1 plan entered into by Mr. Overturf on December 13, 2016. Read SEC document |
| November 13, 2017 Filed Nov 15, 2017 23:27 UTC | Extra Space Storage Inc. EXR · Entity 3142 | SaleCommon Stock | 600 | $86.78 | $52,069.02 |
DisclosureSEC source: 0001179110-17-014165 · edgar.xml · nonDerivative · entry 1 OVERTURF JAMES · CIK 0001586187 · EVP/Chief Marketing Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 82,375 F1 · shares: Sale occurred pursuant to a 10b5-1 plan entered into by Mr. Overturf on December 13, 2016. Read SEC document |
| October 19, 2017 Filed Oct 20, 2017 23:31 UTC | Extra Space Storage Inc. EXR · Entity 3142 | SaleCommon Stock | 700 | $81.76 | $57,233.33 |
DisclosureSEC source: 0001179110-17-013410 · edgar.xml · nonDerivative · entry 2 OVERTURF JAMES · CIK 0001586187 · EVP/Chief Marketing Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 82,975 F1 · shares: Sale occurred pursuant to a 10b5-1 plan entered into by Mr. Overturf on December 13, 2016. Read SEC document |
| October 18, 2017 Filed Oct 20, 2017 23:31 UTC | Extra Space Storage Inc. EXR · Entity 3142 | SaleCommon Stock | 600 | $81.84 | $49,104.00 |
DisclosureSEC source: 0001179110-17-013410 · edgar.xml · nonDerivative · entry 1 OVERTURF JAMES · CIK 0001586187 · EVP/Chief Marketing Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 83,675 F1 · shares: Sale occurred pursuant to a 10b5-1 plan entered into by Mr. Overturf on December 13, 2016. Read SEC document |
| September 15, 2017 Filed Sep 18, 2017 22:01 UTC | Extra Space Storage Inc. EXR · Entity 3142 | SaleCommon Stock | 700 | $78.83 | $55,181.00 |
DisclosureSEC source: 0001179110-17-012373 · edgar.xml · nonDerivative · entry 2 OVERTURF JAMES · CIK 0001586187 · EVP/Chief Marketing Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 84,275 F1 · shares: Sale occurred pursuant to a 10b5-1 plan entered into by Mr. Overturf on December 13, 2016. Read SEC document |
| September 14, 2017 Filed Sep 18, 2017 22:01 UTC | Extra Space Storage Inc. EXR · Entity 3142 | SaleCommon Stock | 600 | $78.09 | $46,852.26 |
DisclosureSEC source: 0001179110-17-012373 · edgar.xml · nonDerivative · entry 1 OVERTURF JAMES · CIK 0001586187 · EVP/Chief Marketing Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 84,975 F1 · shares: Sale occurred pursuant to a 10b5-1 plan entered into by Mr. Overturf on December 13, 2016. Read SEC document |
| August 22, 2017 Filed Aug 23, 2017 20:58 UTC | Extra Space Storage Inc. EXR · Entity 3142 | SaleCommon Stock | 700 | $75.66 | $52,964.59 |
DisclosureSEC source: 0001179110-17-011781 · edgar.xml · nonDerivative · entry 2 OVERTURF JAMES · CIK 0001586187 · EVP/Chief Marketing Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 85,575 F1 · shares: Sale occurred pursuant to a 10b5-1 plan entered into by Mr. Overturf on December 13, 2016. Read SEC document |
| August 21, 2017 Filed Aug 23, 2017 20:58 UTC | Extra Space Storage Inc. EXR · Entity 3142 | SaleCommon Stock | 600 | $75.31 | $45,187.50 |
DisclosureSEC source: 0001179110-17-011781 · edgar.xml · nonDerivative · entry 1 OVERTURF JAMES · CIK 0001586187 · EVP/Chief Marketing Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 86,275 F1 · shares: Sale occurred pursuant to a 10b5-1 plan entered into by Mr. Overturf on December 13, 2016. Read SEC document |
| July 18, 2017 Filed Jul 18, 2017 23:38 UTC | Extra Space Storage Inc. EXR · Entity 3142 | SaleCommon Stock | 700 | $77.35 | $54,145.00 |
DisclosureSEC source: 0001179110-17-010433 · edgar.xml · nonDerivative · entry 2 OVERTURF JAMES · CIK 0001586187 · EVP/Chief Marketing Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 86,875 F1 · shares: Sale occurred pursuant to a 10b5-1 plan entered into by Mr. Overturf on December 13, 2016. Read SEC document |
| July 17, 2017 Filed Jul 18, 2017 23:38 UTC | Extra Space Storage Inc. EXR · Entity 3142 | SaleCommon Stock | 600 | $77.17 | $46,302.00 |
DisclosureSEC source: 0001179110-17-010433 · edgar.xml · nonDerivative · entry 1 OVERTURF JAMES · CIK 0001586187 · EVP/Chief Marketing Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 87,575 F1 · shares: Sale occurred pursuant to a 10b5-1 plan entered into by Mr. Overturf on December 13, 2016. Read SEC document |
| June 09, 2017 Filed Jun 12, 2017 23:15 UTC | Extra Space Storage Inc. EXR · Entity 3142 | SaleCommon Stock | 700 | $74.80 | $52,359.30 |
DisclosureSEC source: 0001179110-17-008961 · edgar.xml · nonDerivative · entry 2 OVERTURF JAMES · CIK 0001586187 · EVP/Chief Marketing Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 88,175 F1 · shares: Sale occurred pursuant to a 10b5-1 plan entered into by Mr. Overturf on December 13, 2016. Read SEC document |
| June 08, 2017 Filed Jun 12, 2017 23:15 UTC | Extra Space Storage Inc. EXR · Entity 3142 | SaleCommon Stock | 600 | $75.02 | $45,010.20 |
DisclosureSEC source: 0001179110-17-008961 · edgar.xml · nonDerivative · entry 1 OVERTURF JAMES · CIK 0001586187 · EVP/Chief Marketing Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 88,875 F1 · shares: Sale occurred pursuant to a 10b5-1 plan entered into by Mr. Overturf on December 13, 2016. Read SEC document |
| May 17, 2017 Filed May 18, 2017 22:47 UTC | Extra Space Storage Inc. EXR · Entity 3142 | SaleCommon Stock | 1,300 | $74.59 | $96,970.51 |
DisclosureSEC source: 0001179110-17-007555 · edgar.xml · nonDerivative · entry 1 OVERTURF JAMES · CIK 0001586187 · EVP/Chief Marketing Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 89,475 F1 · shares: Sale occurred pursuant to a 10b5-1 plan entered into by Mr. Overturf on December 13, 2016 Read SEC document |
| April 21, 2017 Filed Apr 21, 2017 23:35 UTC | Extra Space Storage Inc. EXR · Entity 3142 | SaleCommon Stock | 700 | $80.63 | $56,438.20 |
DisclosureSEC source: 0001179110-17-006159 · edgar.xml · nonDerivative · entry 2 OVERTURF JAMES · CIK 0001586187 · EVP/Chief Marketing Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 90,775 F1 · shares: Sale occurred pursuant to a 10b5-1 plan entered into by Mr. Overturf on December 13, 2016. Read SEC document |
| April 20, 2017 Filed Apr 21, 2017 23:35 UTC | Extra Space Storage Inc. EXR · Entity 3142 | SaleCommon Stock | 600 | $80.36 | $48,216.00 |
DisclosureSEC source: 0001179110-17-006159 · edgar.xml · nonDerivative · entry 1 OVERTURF JAMES · CIK 0001586187 · EVP/Chief Marketing Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 91,475 F1 · shares: Sale occurred pursuant to a 10b5-1 plan entered into by Mr. Overturf on December 13, 2016. Read SEC document |
| March 17, 2017 Filed Mar 17, 2017 22:28 UTC | Extra Space Storage Inc. EXR · Entity 3142 | SaleCommon Stock | 700 | $75.41 | $52,789.03 |
DisclosureSEC source: 0001179110-17-004887 · edgar.xml · nonDerivative · entry 2 OVERTURF JAMES · CIK 0001586187 · EVP/Chief Marketing Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 92,075 F1 · shares: Sale occurred pursuant to a 10b5-1 plan entered into by Mr. Overturf on December 13, 2016. Read SEC document |
| March 16, 2017 Filed Mar 17, 2017 22:28 UTC | Extra Space Storage Inc. EXR · Entity 3142 | SaleCommon Stock | 600 | $74.97 | $44,979.60 |
DisclosureSEC source: 0001179110-17-004887 · edgar.xml · nonDerivative · entry 1 OVERTURF JAMES · CIK 0001586187 · EVP/Chief Marketing Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 92,775 F1 · shares: Sale occurred pursuant to a 10b5-1 plan entered into by Mr. Overturf on December 13, 2016. Read SEC document |
| February 15, 2017 Filed Feb 17, 2017 00:26 UTC | Extra Space Storage Inc. EXR · Entity 3142 | GrantCommon Stock | 2,618 | $73.54 | $192,527.72 |
DisclosureSEC source: 0001179110-17-002595 · edgar.xml · nonDerivative · entry 1 OVERTURF JAMES · CIK 0001586187 · EVP/Chief Marketing Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 93,375 Read SEC document |
| February 08, 2017 Filed Feb 8, 2017 23:51 UTC | Extra Space Storage Inc. EXR · Entity 3142 | SaleCommon Stock | 700 | $74.42 | $52,091.13 |
DisclosureSEC source: 0001179110-17-001996 · edgar.xml · nonDerivative · entry 2 OVERTURF JAMES · CIK 0001586187 · EVP/Chief Marketing Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 90,757 F1 · shares: Sale occurred pursuant to a 10b5-1 plan entered into by Mr. Overturf on December 13, 2016. Read SEC document |
| February 07, 2017 Filed Feb 8, 2017 23:51 UTC | Extra Space Storage Inc. EXR · Entity 3142 | SaleCommon Stock | 600 | $73.73 | $44,235.60 |
DisclosureSEC source: 0001179110-17-001996 · edgar.xml · nonDerivative · entry 1 OVERTURF JAMES · CIK 0001586187 · EVP/Chief Marketing Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 91,457 F1 · shares: Sale occurred pursuant to a 10b5-1 plan entered into by Mr. Overturf on December 13, 2016. Read SEC document |
| January 12, 2017 Filed Jan 14, 2017 01:25 UTC | Extra Space Storage Inc. EXR · Entity 3142 | SaleCommon Stock | 700 | $73.77 | $51,642.01 |
DisclosureSEC source: 0001179110-17-000960 · edgar.xml · nonDerivative · entry 2 OVERTURF JAMES · CIK 0001586187 · EVP/Chief Marketing Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 92,057 F1 · shares: Sale occurred pursuant to a 10b5-1 plan entered into by Mr. Overturf on December 13, 2016. Read SEC document |
| January 11, 2017 Filed Jan 14, 2017 01:25 UTC | Extra Space Storage Inc. EXR · Entity 3142 | SaleCommon Stock | 600 | $75.24 | $45,144.00 |
DisclosureSEC source: 0001179110-17-000960 · edgar.xml · nonDerivative · entry 1 OVERTURF JAMES · CIK 0001586187 · EVP/Chief Marketing Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 92,757 F1 · shares: Sale occurred pursuant to a 10b5-1 plan entered into by Mr. Overturf on December 13, 2016. 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.