Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Extra Space Storage Inc.EXR · Entity 3142 | Director · Chief Executive Officer | August 04, 2026 | August 05, 2026 |
| Invitation Homes Inc.INVH · Entity 3304 | Director | May 07, 2026 | May 11, 2026 |
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 August 04, 2026 · Filed August 05, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | IndirectCove Hollow Lane I, LLC | 83,757 |
Reported balance
After 2026-08-04 transaction · row 1
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 1 · 2026-08-04 · Gift · Disposed 13,503 · Balance 83,757 F1: The reporting person controls the investment decisions with respect to shares of common stock held by Cove Hollow Lane I, LLC. The reporting person disclaims beneficial ownership in the common stock held by Cove Hollow Lane I, LLC, except to the extent of his pecuniary interest therein. |
| Common StockSEC Table I · non-derivative | IndirectJ Margolis & K Margolis TTEE | 79,998 |
Reported balance
After 2026-08-04 transaction · row 2
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 2 · 2026-08-04 · Gift · Acquired 13,503 · Balance 79,998 F2: Shares held in J Margolis & K Margolis TTEE Joseph Daniel Margolis Revocab U/A DTD 05/24/2013. |
| Common StockSEC Table I · non-derivative | Direct | 40,840 |
Reported balance
Holding disclosure · report date 2026-08-04 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 40,840 |
| Common StockSEC Table I · non-derivative | IndirectCove Hollow Lane II, LLC | 9,190 |
Reported balance
Holding disclosure · report date 2026-08-04 · row 4
Holding and transaction disclosures are not merged.
1 source rowRow 4 · Balance 9,190 F3: The reporting person disclaims beneficial ownership in the common stock held by Cove Hollow Lane II, LLC, except to the extent of his pecuniary interest therein. |
Filing footnotes · ownership attribution and instrument terms
F1: The reporting person controls the investment decisions with respect to shares of common stock held by Cove Hollow Lane I, LLC. The reporting person disclaims beneficial ownership in the common stock held by Cove Hollow Lane I, LLC, except to the extent of his pecuniary interest therein.
F2: Shares held in J Margolis & K Margolis TTEE Joseph Daniel Margolis Revocab U/A DTD 05/24/2013.
F3: The reporting person disclaims beneficial ownership in the common stock held by Cove Hollow Lane II, LLC, except to the extent of his pecuniary interest therein.
Invitation Homes Inc.
Report date May 07, 2026 · Filed May 11, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 38,474 |
Reported balance
After 2026-05-07 transaction · row 1
1 source rowRow 1 · 2026-05-07 · Grant · Acquired 6,559 · Balance 38,474 F1: Reflects an annual directors' grant of restricted stock units which will vest in full on the date of the Issuer's next annual meeting of stockholders following the grant date. |
Filing footnotes · ownership attribution and instrument terms
F1: Reflects an annual directors' grant of restricted stock units which will vest in full on the date of the Issuer's next annual meeting of stockholders following 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 |
|---|---|---|---|---|---|---|
| August 04, 2026 Filed Aug 5, 2026 20:31 UTC | Extra Space Storage Inc. EXR · Entity 3142 | GiftCommon Stock | 13,503 | $0.00 | $0.00 |
DisclosureSEC source: 0001330121-26-000002 · wk-form4_1785961861.xml · nonDerivative · entry 2 Margolis Joseph D · CIK 0001330121 · Director · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Indirect · J Margolis & K Margolis TTEE Disclosed balance after: 79,998 F2 · ownership.nature: Shares held in J Margolis & K Margolis TTEE Joseph Daniel Margolis Revocab U/A DTD 05/24/2013. Read SEC document |
| August 04, 2026 Filed Aug 5, 2026 20:31 UTC | Extra Space Storage Inc. EXR · Entity 3142 | GiftCommon Stock | 13,503 | $0.00 | $0.00 |
DisclosureSEC source: 0001330121-26-000002 · wk-form4_1785961861.xml · nonDerivative · entry 1 Margolis Joseph D · CIK 0001330121 · Director · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Indirect · Cove Hollow Lane I, LLC Disclosed balance after: 83,757 F1 · ownership.nature: The reporting person controls the investment decisions with respect to shares of common stock held by Cove Hollow Lane I, LLC. The reporting person disclaims beneficial ownership in the common stock held by Cove Hollow Lane I, LLC, except to the extent of his pecuniary interest therein. Read SEC document |
| May 07, 2026 Filed May 11, 2026 20:30 UTC | Invitation Homes Inc. INVH · Entity 3304 | GrantCommon Stock | 6,559 | $0.00 | $0.00 |
DisclosureSEC source: 0001193125-26-216898 · ownership.xml · nonDerivative · entry 1 Margolis Joseph D · CIK 0001330121 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 38,474 F1 · kind: Reflects an annual directors' grant of restricted stock units which will vest in full on the date of the Issuer's next annual meeting of stockholders following the grant date. Read SEC document |
| March 13, 2026 Filed Mar 16, 2026 21:26 UTC | Extra Space Storage Inc. EXR · Entity 3142 | SaleCommon Stock | 7,500 | $142.08 | $1,065,600.00 |
DisclosureSEC source: 0001628280-26-018269 · wk-form4_1773696400.xml · nonDerivative · entry 3 Margolis Joseph D · CIK 0001330121 · Director · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Indirect · J Margolis & K Margolis TTEE Disclosed balance after: 66,495 F2 · kind: This transaction was effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person dated as of February 28, 2025. F1 · ownership.nature: Shares held in J Margolis & K Margolis TTEE Joseph Daniel Margolis Revocab U/A DTD 05/24/2013. Read SEC document |
| March 06, 2026 Filed Mar 16, 2026 21:26 UTC | Extra Space Storage Inc. EXR · Entity 3142 | GiftCommon Stock | 14,452 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-26-018269 · wk-form4_1773696400.xml · nonDerivative · entry 2 Margolis Joseph D · CIK 0001330121 · Director · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Indirect · J Margolis & K Margolis TTEE Disclosed balance after: 73,995 F1 · ownership.nature: Shares held in J Margolis & K Margolis TTEE Joseph Daniel Margolis Revocab U/A DTD 05/24/2013. Read SEC document |
| March 06, 2026 Filed Mar 16, 2026 21:26 UTC | Extra Space Storage Inc. EXR · Entity 3142 | GiftCommon Stock | 14,452 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-26-018269 · wk-form4_1773696400.xml · nonDerivative · entry 1 Margolis Joseph D · CIK 0001330121 · Director · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 40,840 Read SEC document |
| March 01, 2026 Filed Mar 4, 2026 02:01 UTC | Extra Space Storage Inc. EXR · Entity 3142 | Tax withholdingCommon Stock | 1,886 | $151.03 | $284,842.58 |
DisclosureSEC source: 0001289490-26-000015 · wk-form4_1772589706.xml · nonDerivative · entry 10 Margolis Joseph D · CIK 0001330121 · Director · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 55,292 F4 · shares: Represents shares withheld by the Issuer in payment of the tax liability arising in connection with the settlement of vested restricted stock awards. Restricted stock awards vest 25% annually over four years, beginning on the first anniversary of the grant date. Read SEC document |
| March 01, 2026 Filed Mar 4, 2026 02:01 UTC | Extra Space Storage Inc. EXR · Entity 3142 | Tax withholdingCommon Stock | 1,682 | $151.03 | $254,032.46 |
DisclosureSEC source: 0001289490-26-000015 · wk-form4_1772589706.xml · nonDerivative · entry 9 Margolis Joseph D · CIK 0001330121 · Director · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 57,178 F4 · shares: Represents shares withheld by the Issuer in payment of the tax liability arising in connection with the settlement of vested restricted stock awards. Restricted stock awards vest 25% annually over four years, beginning on the first anniversary of the grant date. Read SEC document |
| March 01, 2026 Filed Mar 4, 2026 02:01 UTC | Extra Space Storage Inc. EXR · Entity 3142 | Tax withholdingCommon Stock | 1,264 | $151.03 | $190,901.92 |
DisclosureSEC source: 0001289490-26-000015 · wk-form4_1772589706.xml · nonDerivative · entry 8 Margolis Joseph D · CIK 0001330121 · Director · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 58,860 F4 · shares: Represents shares withheld by the Issuer in payment of the tax liability arising in connection with the settlement of vested restricted stock awards. Restricted stock awards vest 25% annually over four years, beginning on the first anniversary of the grant date. Read SEC document |
| March 01, 2026 Filed Mar 4, 2026 02:01 UTC | Extra Space Storage Inc. EXR · Entity 3142 | Tax withholdingCommon Stock | 1,065 | $151.03 | $160,846.95 |
DisclosureSEC source: 0001289490-26-000015 · wk-form4_1772589706.xml · nonDerivative · entry 7 Margolis Joseph D · CIK 0001330121 · Director · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 60,124 F4 · shares: Represents shares withheld by the Issuer in payment of the tax liability arising in connection with the settlement of vested restricted stock awards. Restricted stock awards vest 25% annually over four years, beginning on the first anniversary of the grant date. Read SEC document |
| March 01, 2026 Filed Mar 4, 2026 02:01 UTC | Extra Space Storage Inc. EXR · Entity 3142 | GrantCommon Stock | 17,381 | $151.03 | $2,625,052.43 |
DisclosureSEC source: 0001289490-26-000015 · wk-form4_1772589706.xml · nonDerivative · entry 6 Margolis Joseph D · CIK 0001330121 · Director · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 61,189 F3 · shares: Restricted stock awards vest 25% annually over four years, beginning on the first anniversary of the grant date. Read SEC document |
| March 01, 2026 Filed Mar 4, 2026 02:01 UTC | Extra Space Storage Inc. EXR · Entity 3142 | GrantCommon Stock | 6,898 | $151.03 | $1,041,804.94 |
DisclosureSEC source: 0001289490-26-000015 · wk-form4_1772589706.xml · nonDerivative · entry 5 Margolis Joseph D · CIK 0001330121 · Director · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 43,808 F2 · shares: Represents the number of shares of common stock issued upon the vesting of performance stock units (PSUs), net of shares withheld by the Issuer in payment of the tax liability arising in connection with the settlement of vested PSUs. Each PSU represented a contingent right to receive shares of the Issuers common stock. The PSUs were originally granted on March 1, 2023 and were eligible to vest based on the Issuer achievement of certain performance objectives during the three-year performance period ending December 31, 2025. On February 10, 2026, the Compensation Committee of the Board of Directors of the Issuer certified the Issuer achievement relative to the applicable performance objectives and approved the vesting of the PSUs with respect to these shares effective March 1, 2026. Read SEC document |
| November 06, 2025 Filed Nov 7, 2025 21:54 UTC | Extra Space Storage Inc. EXR · Entity 3142 | GiftCommon Stock | 7,692 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-25-050694 · wk-form4_1762552497.xml · nonDerivative · entry 1 Margolis Joseph D · CIK 0001330121 · Director · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Indirect · J Margolis & K Margolis TTEE Disclosed balance after: 12,068 F1 · ownership.nature: Shares held in J Margolis & K Margolis TTEE Joseph Daniel Margolis Revocab U/A DTD 05/24/2013. Read SEC document |
| October 01, 2025 Filed Oct 3, 2025 20:42 UTC | Extra Space Storage Inc. EXR · Entity 3142 | SaleCommon Stock | 7,500 | $141.41 | $1,060,575.00 |
DisclosureSEC source: 0001289490-25-000019 · wk-form4_1759524167.xml · nonDerivative · entry 1 Margolis Joseph D · CIK 0001330121 · Director · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Indirect · J Margolis & K Margolis TTEE Disclosed balance after: 19,760 F1 · kind: This transaction was effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person dated as of February 28, 2025. F2 · ownership.nature: Shares held in J Margolis & K Margolis TTEE Joseph Daniel Margolis Revocab U/A DTD 05/24/2013. Read SEC document |
| July 01, 2025 Filed Jul 3, 2025 20:36 UTC | Extra Space Storage Inc. EXR · Entity 3142 | SaleCommon Stock | 7,500 | $150.35 | $1,127,625.00 |
DisclosureSEC source: 0001628280-25-034254 · wk-form4_1751575001.xml · nonDerivative · entry 1 Margolis Joseph D · CIK 0001330121 · Director · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Indirect · J Margolis & K Margolis TTEE Disclosed balance after: 27,260 F1 · kind: This transaction was effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person dated as of February 28, 2025. F2 · ownership.nature: Shares held in J Margolis & K Margolis TTEE Joseph Daniel Margolis Revocab U/A DTD 05/24/2013. Read SEC document |
| May 15, 2025 Filed May 19, 2025 20:52 UTC | Invitation Homes Inc. INVH · Entity 3304 | GrantCommon Stock | 5,584 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-25-074489 · ownership.xml · nonDerivative · entry 1 Margolis Joseph D · CIK 0001330121 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 31,915 F1 · kind: Reflects an annual directors' grant of restricted stock units which will vest in full on the date of the Issuer's next annual meeting of stockholders following the grant date. Read SEC document |
| April 01, 2025 Filed Apr 3, 2025 23:13 UTC | Extra Space Storage Inc. EXR · Entity 3142 | SaleCommon Stock | 7,500 | $147.45 | $1,105,875.00 |
DisclosureSEC source: 0001628280-25-016673 · wk-form4_1743722001.xml · nonDerivative · entry 1 Margolis Joseph D · CIK 0001330121 · Director · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Indirect · Cove Hollow Lane II, LLC Disclosed balance after: 9,190 F1 · kind: This transaction was effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person dated as of March 1, 2024. F2 · ownership.nature: The reporting person disclaims beneficial ownership in the common stock held by Cove Hollow Lane II, LLC, except to the extent of his pecuniary interest therein. Read SEC document |
| March 13, 2025 Filed Mar 4, 2026 02:01 UTC | Extra Space Storage Inc. EXR · Entity 3142 | GiftCommon Stock | 17,184 | $0.00 | $0.00 |
DisclosureSEC source: 0001289490-26-000015 · wk-form4_1772589706.xml · nonDerivative · entry 4 Margolis Joseph D · CIK 0001330121 · Director · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Indirect · J Margolis & K Margolis TTEE Disclosed balance after: 59,543 F1 · ownership.nature: Shares held in J Margolis & K Margolis TTEE Joseph Daniel Margolis Revocab U/A DTD 05/24/2013. Read SEC document |
| March 13, 2025 Filed Mar 4, 2026 02:01 UTC | Extra Space Storage Inc. EXR · Entity 3142 | GiftCommon Stock | 17,184 | $0.00 | $0.00 |
DisclosureSEC source: 0001289490-26-000015 · wk-form4_1772589706.xml · nonDerivative · entry 3 Margolis Joseph D · CIK 0001330121 · Director · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 36,910 Read SEC document |
| March 01, 2025 Filed Mar 5, 2025 01:32 UTC | Extra Space Storage Inc. EXR · Entity 3142 | Tax withholdingCommon Stock | 1,684 | $152.56 | $256,911.04 |
DisclosureSEC source: 0001628280-25-010192 · wk-form4_1741138364.xml · nonDerivative · entry 5 Margolis Joseph D · CIK 0001330121 · Director · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 84,385 F3 · shares: Represents shares withheld by the Issuer in payment of the tax liability arising in connection with the settlement of vested restricted stock awards. Restricted stock awards vest 25% annually over four years, beginning on the first anniversary of the grant date. Read SEC document |
| March 01, 2025 Filed Mar 5, 2025 01:32 UTC | Extra Space Storage Inc. EXR · Entity 3142 | Tax withholdingCommon Stock | 1,265 | $152.56 | $192,988.40 |
DisclosureSEC source: 0001628280-25-010192 · wk-form4_1741138364.xml · nonDerivative · entry 4 Margolis Joseph D · CIK 0001330121 · Director · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 86,069 F3 · shares: Represents shares withheld by the Issuer in payment of the tax liability arising in connection with the settlement of vested restricted stock awards. Restricted stock awards vest 25% annually over four years, beginning on the first anniversary of the grant date. Read SEC document |
| March 01, 2025 Filed Mar 5, 2025 01:32 UTC | Extra Space Storage Inc. EXR · Entity 3142 | Tax withholdingCommon Stock | 1,066 | $152.56 | $162,628.96 |
DisclosureSEC source: 0001628280-25-010192 · wk-form4_1741138364.xml · nonDerivative · entry 3 Margolis Joseph D · CIK 0001330121 · Director · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 87,334 F3 · shares: Represents shares withheld by the Issuer in payment of the tax liability arising in connection with the settlement of vested restricted stock awards. Restricted stock awards vest 25% annually over four years, beginning on the first anniversary of the grant date. Read SEC document |
| March 01, 2025 Filed Mar 5, 2025 01:32 UTC | Extra Space Storage Inc. EXR · Entity 3142 | GrantCommon Stock | 17,206 | $152.56 | $2,624,947.36 |
DisclosureSEC source: 0001628280-25-010192 · wk-form4_1741138364.xml · nonDerivative · entry 2 Margolis Joseph D · CIK 0001330121 · Director · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 88,400 F2 · shares: Restricted stock awards vest 25% annually over four years, beginning on the first anniversary of the grant date. Read SEC document |
| March 01, 2025 Filed Mar 5, 2025 01:32 UTC | Extra Space Storage Inc. EXR · Entity 3142 | GrantCommon Stock | 10,535 | $152.56 | $1,607,219.60 |
DisclosureSEC source: 0001628280-25-010192 · wk-form4_1741138364.xml · nonDerivative · entry 1 Margolis Joseph D · CIK 0001330121 · Director · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 71,194 F1 · shares: Represents the number of shares of common stock issued upon the vesting of performance stock units (PSUs). Each PSU represented a contingent right to receive shares of the Issuers common stock. The PSUs were originally granted on February 14, 2022 and were eligible to vest based on the Issuer achievement of certain performance objectives during the three-year performance period ending December 31, 2024. On February 11, 2025, the Compensation Committee of the Board of Directors of the Issuer certified the Issuer achievement relative to the applicable performance objectives and approved the vesting of the PSUs with respect to these shares effective March 1, 2025. Read SEC document |
| February 18, 2025 Filed Feb 20, 2025 02:48 UTC | Extra Space Storage Inc. EXR · Entity 3142 | Tax withholdingCommon Stock | 1,206 | $154.92 | $186,833.52 |
DisclosureSEC source: 0001628280-25-006533 · wk-form4_1740019687.xml · nonDerivative · entry 1 Margolis Joseph D · CIK 0001330121 · Director · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 60,659 F1 · shares: Represents shares withheld by the Issuer in payment of the tax liability arising in connection with the settlement of vested restricted stock awards. Restricted stock awards vest 25% annually over four years, beginning on the first anniversary of the grant date. Read SEC document |
| January 02, 2025 Filed Jan 7, 2025 00:35 UTC | Extra Space Storage Inc. EXR · Entity 3142 | SaleCommon Stock | 7,500 | $148.01 | $1,110,075.00 |
DisclosureSEC source: 0001628280-25-000690 · wk-form4_1736210110.xml · nonDerivative · entry 1 Margolis Joseph D · CIK 0001330121 · Director · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Indirect · Cove Hollow Lane II, LLC Disclosed balance after: 16,690 F1 · kind: This transaction was effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person dated as of March 1, 2024. F2 · ownership.nature: The reporting person disclaims beneficial ownership in the common stock held by Cove Hollow Lane II, LLC, except to the extent of his pecuniary interest therein. Read SEC document |
| October 01, 2024 Filed Oct 3, 2024 22:31 UTC | Extra Space Storage Inc. EXR · Entity 3142 | SaleCommon Stock | 7,500 | $178.52 | $1,338,900.00 |
DisclosureSEC source: 0001628280-24-042227 · wk-form4_1727994662.xml · nonDerivative · entry 1 Margolis Joseph D · CIK 0001330121 · Director · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Indirect · Cove Hollow Lane II, LLC Disclosed balance after: 24,190 F1 · kind: This transaction was effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person dated as of March 1, 2024. F2 · ownership.nature: The reporting person disclaims beneficial ownership in the common stock held by Cove Hollow Lane II, LLC, except to the extent of his pecuniary interest therein. Read SEC document |
| July 01, 2024 Filed Jul 3, 2024 21:54 UTC | Extra Space Storage Inc. EXR · Entity 3142 | SaleCommon Stock | 7,500 | $152.58 | $1,144,350.00 |
DisclosureSEC source: 0001628280-24-031194 · wk-form4_1720043669.xml · nonDerivative · entry 1 Margolis Joseph D · CIK 0001330121 · Director · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Indirect · Cove Hollow Lane II, LLC Disclosed balance after: 31,690 F1 · kind: This transaction was effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person dated as of March 1, 2024. F2 · ownership.nature: The reporting person disclaims beneficial ownership in the common stock held by Cove Hollow Lane II, LLC, except to the extent of his pecuniary interest therein. Read SEC document |
| May 15, 2024 Filed May 17, 2024 21:15 UTC | Invitation Homes Inc. INVH · Entity 3304 | GrantCommon Stock | 5,330 | $0.00 | $0.00 |
DisclosureSEC source: 0000950170-24-061871 · ownership.xml · nonDerivative · entry 1 Margolis Joseph D · CIK 0001330121 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 26,331 F1 · kind: Reflects an annual directors' grant of restricted stock units which will vest in full on the date of the Issuer's next annual meeting of stockholders following the grant date. Read SEC document |
| March 11, 2024 Filed Mar 4, 2026 02:01 UTC | Extra Space Storage Inc. EXR · Entity 3142 | GiftCommon Stock | 30,291 | $0.00 | $0.00 |
DisclosureSEC source: 0001289490-26-000015 · wk-form4_1772589706.xml · nonDerivative · entry 2 Margolis Joseph D · CIK 0001330121 · Director · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Indirect · J Margolis & K Margolis TTEE Disclosed balance after: 42,359 F1 · ownership.nature: Shares held in J Margolis & K Margolis TTEE Joseph Daniel Margolis Revocab U/A DTD 05/24/2013. Read SEC document |
| March 11, 2024 Filed Mar 4, 2026 02:01 UTC | Extra Space Storage Inc. EXR · Entity 3142 | GiftCommon Stock | 30,291 | $0.00 | $0.00 |
DisclosureSEC source: 0001289490-26-000015 · wk-form4_1772589706.xml · nonDerivative · entry 1 Margolis Joseph D · CIK 0001330121 · Director · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 54,094 Read SEC document |
| March 01, 2024 Filed Mar 6, 2024 00:58 UTC | Extra Space Storage Inc. EXR · Entity 3142 | Tax withholdingCommon Stock | 1,277 | $143.36 | $183,070.72 |
DisclosureSEC source: 0001628280-24-009224 · wk-form4_1709686723.xml · nonDerivative · entry 4 Margolis Joseph D · CIK 0001330121 · Director · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 61,865 F3 · shares: Represents shares withheld by the Issuer in payment of the tax liability arising in connection with the settlement of vested restricted stock awards. Restricted stock awards vest 25% annually over four years, beginning on the first anniversary of the grant date. Read SEC document |
| March 01, 2024 Filed Mar 6, 2024 00:58 UTC | Extra Space Storage Inc. EXR · Entity 3142 | Tax withholdingCommon Stock | 1,076 | $143.36 | $154,255.36 |
DisclosureSEC source: 0001628280-24-009224 · wk-form4_1709686723.xml · nonDerivative · entry 3 Margolis Joseph D · CIK 0001330121 · Director · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 63,142 F3 · shares: Represents shares withheld by the Issuer in payment of the tax liability arising in connection with the settlement of vested restricted stock awards. Restricted stock awards vest 25% annually over four years, beginning on the first anniversary of the grant date. Read SEC document |
| March 01, 2024 Filed Mar 6, 2024 00:58 UTC | Extra Space Storage Inc. EXR · Entity 3142 | GrantCommon Stock | 15,346 | $143.36 | $2,200,002.56 |
DisclosureSEC source: 0001628280-24-009224 · wk-form4_1709686723.xml · nonDerivative · entry 2 Margolis Joseph D · CIK 0001330121 · Director · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 64,218 F2 · shares: Restricted stock awards vest 25% annually over four years, beginning on the first anniversary of the grant date. Read SEC document |
| March 01, 2024 Filed Mar 6, 2024 00:58 UTC | Extra Space Storage Inc. EXR · Entity 3142 | GrantCommon Stock | 24,242 | $143.36 | $3,475,333.12 |
DisclosureSEC source: 0001628280-24-009224 · wk-form4_1709686723.xml · nonDerivative · entry 1 Margolis Joseph D · CIK 0001330121 · Director · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 48,872 F1 · shares: Represents the number of shares of common stock issued upon the vesting of performance stock units (PSUs). Each PSU represented a contingent right to receive shares of the Issuers common stock. The PSUs were originally granted on February 16, 2021 and were eligible to vest based on the Issuer achievement of certain performance objectives during the three-year performance period ending December 31, 2023. On February 21, 2024, the Compensation Committee of the Board of Directors of the Issuer certified the Issuer achievement relative to the applicable performance objectives and approved the vesting of the PSUs with respect to these shares effective March 1, 2024. Read SEC document |
| February 16, 2024 Filed Feb 21, 2024 00:42 UTC | Extra Space Storage Inc. EXR · Entity 3142 | Tax withholdingCommon Stock | 1,204 | $141.57 | $170,450.28 |
DisclosureSEC source: 0001628280-24-005724 · wk-form4_1708476158.xml · nonDerivative · entry 1 Margolis Joseph D · CIK 0001330121 · Director · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 24,630 F1 · shares: Represents shares withheld by the Issuer in payment of the tax liability arising in connection with the settlement of vested restricted stock awards. Restricted stock awards vest 25% annually over four years, beginning on the first anniversary of the grant date. Read SEC document |
| February 12, 2024 Filed Feb 15, 2024 00:02 UTC | Extra Space Storage Inc. EXR · Entity 3142 | Tax withholdingCommon Stock | 1,267 | $142.02 | $179,939.34 |
DisclosureSEC source: 0001628280-24-004885 · wk-form4_1707955342.xml · nonDerivative · entry 1 Margolis Joseph D · CIK 0001330121 · Director · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 25,834 F1 · shares: Represents shares withheld by the Issuer in payment of the tax liability arising in connection with the settlement of vested restricted stock awards. Restricted stock awards vest 25% annually over four years, beginning on the first anniversary of the grant date. Read SEC document |
| November 13, 2023 Filed Nov 13, 2023 21:43 UTC | Extra Space Storage Inc. EXR · Entity 3142 | PurchaseCommon Stock | 4,200 | $118.21 | $496,482.00 |
DisclosureSEC source: 0001628280-23-038658 · wk-form4_1699911827.xml · nonDerivative · entry 1 Margolis Joseph D · CIK 0001330121 · Director · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 31,301 Read SEC document |
| September 08, 2023 Filed Sep 13, 2023 00:32 UTC | Extra Space Storage Inc. EXR · Entity 3142 | GiftCommon Stock | 9,600 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-23-032130 · wk-form4_1694565132.xml · nonDerivative · entry 14 Margolis Joseph D · CIK 0001330121 · Director · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Indirect · Cove Hollow Lane II, LLC Disclosed balance after: 39,190 Read SEC document |
| September 08, 2023 Filed Sep 13, 2023 00:32 UTC | Extra Space Storage Inc. EXR · Entity 3142 | GiftCommon Stock | 10,600 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-23-032130 · wk-form4_1694565132.xml · nonDerivative · entry 13 Margolis Joseph D · CIK 0001330121 · Director · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Indirect · Cove Hollow Lane I, LLC Disclosed balance after: 97,260 F3 · ownership.nature: The reporting person controls the investment decisions with respect to shares of common stock held by Cove Hollow Lane I, LLC. The reporting person disclaims beneficial ownership in the common stock held by Cove Hollow Lane I, LLC, except to the extent of his pecuniary interest therein. Read SEC document |
| September 08, 2023 Filed Sep 13, 2023 00:32 UTC | Extra Space Storage Inc. EXR · Entity 3142 | GiftCommon Stock | 20,200 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-23-032130 · wk-form4_1694565132.xml · nonDerivative · entry 12 Margolis Joseph D · CIK 0001330121 · Director · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Indirect · J Margolis & K Margolis TTEE Disclosed balance after: 30,560 F1 · ownership.nature: Shares held in J Margolis & K Margolis TTEE Joseph Daniel Margolis Revocab U/A DTD 05/24/2013. Read SEC document |
| May 17, 2023 Filed May 18, 2023 21:24 UTC | Invitation Homes Inc. INVH · Entity 3304 | GrantCommon Stock | 5,655 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-030729 · doc4.xml · nonDerivative · entry 1 Margolis Joseph D · CIK 0001330121 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 21,001 F1 · kind: Reflects an annual directors' grant of restricted stock units which will vest in full on the date of the Issuer's next annual meeting of stockholders following the grant date. Read SEC document |
| April 04, 2023 Filed Apr 5, 2023 23:47 UTC | Extra Space Storage Inc. EXR · Entity 3142 | SaleCommon Stock | 5,000 | $160.07 | $800,350.00 |
DisclosureSEC source: 0001628280-23-010919 · wf-form4_168073842052081.xml · nonDerivative · entry 1 Margolis Joseph D · CIK 0001330121 · Director · Chief Executive Officer 10b5-1 filing: Plan reported Ownership: Indirect · Cove Hollow Lane II, LLC Disclosed balance after: 15,144 F1 · kind: This transaction was effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person dated as of February 24, 2023. F2 · ownership.nature: The reporting person's spouse controls the investment decisions with respect to shares of common stock held by Cove Hollow Lane II, LLC. The reporting person disclaims beneficial ownership in the common stock held by Cove Hollow Lane II, LLC, except to the extent of his pecuniary interest therein. Read SEC document |
| March 15, 2023 Filed Sep 13, 2023 00:32 UTC | Extra Space Storage Inc. EXR · Entity 3142 | GiftCommon Stock | 31,644 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-23-032130 · wk-form4_1694565132.xml · nonDerivative · entry 11 Margolis Joseph D · CIK 0001330121 · Director · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Indirect · J Margolis & K Margolis TTEE Disclosed balance after: 50,760 F1 · ownership.nature: Shares held in J Margolis & K Margolis TTEE Joseph Daniel Margolis Revocab U/A DTD 05/24/2013. Read SEC document |
| March 15, 2023 Filed Sep 13, 2023 00:32 UTC | Extra Space Storage Inc. EXR · Entity 3142 | GiftCommon Stock | 31,644 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-23-032130 · wk-form4_1694565132.xml · nonDerivative · entry 10 Margolis Joseph D · CIK 0001330121 · Director · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 27,101 Read SEC document |
| March 05, 2023 Filed Mar 8, 2023 01:03 UTC | Extra Space Storage Inc. EXR · Entity 3142 | Tax withholdingCommon Stock | 1,439 | $169.11 | $243,349.29 |
DisclosureSEC source: 0001628280-23-006833 · wf-form4_167823741325899.xml · nonDerivative · entry 1 Margolis Joseph D · CIK 0001330121 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 93,967 F1 · shares: Represents shares withheld by the Issuer in payment of the tax liability arising in connection with the settlement of vested restricted stock awards. Restricted stock awards vest 25% annually over four years, beginning on the first anniversary of the grant date. Read SEC document |
| March 01, 2023 Filed Mar 4, 2023 00:07 UTC | Extra Space Storage Inc. EXR · Entity 3142 | Tax withholdingCommon Stock | 1,074 | $163.66 | $175,770.84 |
DisclosureSEC source: 0001628280-23-006409 · wf-form4_167788844312015.xml · nonDerivative · entry 2 Margolis Joseph D · CIK 0001330121 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 95,406 F2 · shares: Represents shares withheld by the Issuer in payment of the tax liability arising in connection with the settlement of vested restricted stock awards. Restricted stock awards vest 25% annually over four years, beginning on the first anniversary of the grant date. Read SEC document |
| March 01, 2023 Filed Mar 4, 2023 00:07 UTC | Extra Space Storage Inc. EXR · Entity 3142 | GrantCommon Stock | 11,533 | $163.66 | $1,887,490.78 |
DisclosureSEC source: 0001628280-23-006409 · wf-form4_167788844312015.xml · nonDerivative · entry 1 Margolis Joseph D · CIK 0001330121 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 96,480 F1 · shares: Restricted stock awards vest 25% annually over four years, beginning on the first anniversary of the grant date. Read SEC document |
| February 16, 2023 Filed Feb 24, 2023 01:11 UTC | Extra Space Storage Inc. EXR · Entity 3142 | Tax withholdingCommon Stock | 1,202 | $158.84 | $190,925.68 |
DisclosureSEC source: 0001628280-23-004928 · wf-form4_167720110005270.xml · nonDerivative · entry 1 Margolis Joseph D · CIK 0001330121 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 84,947 F1 · shares: Represents shares withheld by the Issuer in payment of the tax liability arising in connection with the settlement of vested restricted stock awards. Restricted stock awards vest 25% annually over four years, beginning on the first anniversary of the grant date. Read SEC document |
| February 15, 2023 Filed Feb 17, 2023 22:12 UTC | Extra Space Storage Inc. EXR · Entity 3142 | GrantCommon Stock | 25,388 | $162.18 | $4,117,425.84 |
DisclosureSEC source: 0001628280-23-004093 · wf-form4_167667194098868.xml · nonDerivative · entry 1 Margolis Joseph D · CIK 0001330121 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 86,149 F1 · shares: Represents the number of shares of common stock issued upon the vesting of performance stock units (PSUs). Each PSU represented a contingent right to receive shares of the Issuer common stock. The PSUs were originally granted on February 12, 2020 and were eligible to vest based on the Issuer achievement of certain performance objectives during the three-year performance period ending December 31, 2022. On February 15, 2023, the Compensation Committee of the Board of Directors of the Issuer certified the Issuer achievement relative to the applicable performance objectives and approved the vesting of the PSUs with respect to these shares. 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.