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 |
|---|---|---|---|---|---|---|
| February 13, 2023 Filed Feb 15, 2023 00:35 UTC | Extra Space Storage Inc. EXR · Entity 3142 | Tax withholdingCommon Stock | 1,274 | $162.17 | $206,604.58 |
DisclosureSEC source: 0001628280-23-003574 · wf-form4_167642129344887.xml · nonDerivative · entry 1 Margolis Joseph D · CIK 0001330121 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 60,761 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 13, 2023 Filed Sep 13, 2023 00:32 UTC | Extra Space Storage Inc. EXR · Entity 3142 | GiftCommon Stock | 1,646 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-23-032130 · wk-form4_1694565132.xml · nonDerivative · entry 9 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: 29,590 Read SEC document |
| January 13, 2023 Filed Sep 13, 2023 00:32 UTC | Extra Space Storage Inc. EXR · Entity 3142 | GiftCommon Stock | 1,660 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-23-032130 · wk-form4_1694565132.xml · nonDerivative · entry 8 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: 86,660 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 |
| January 13, 2023 Filed Sep 13, 2023 00:32 UTC | Extra Space Storage Inc. EXR · Entity 3142 | GiftCommon Stock | 3,306 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-23-032130 · wk-form4_1694565132.xml · nonDerivative · entry 7 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: 19,116 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, 2022 Filed May 18, 2022 21:16 UTC | Invitation Homes Inc. INVH · Entity 3304 | GrantCommon Stock | 4,614 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-030133 · doc4.xml · nonDerivative · entry 1 Margolis Joseph D · CIK 0001330121 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,346 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, 2022 Filed Apr 5, 2022 21:07 UTC | Extra Space Storage Inc. EXR · Entity 3142 | SaleCommon Stock | 5,000 | $208.34 | $1,041,700.00 |
DisclosureSEC source: 0001628280-22-008415 · wf-form4_164919284785411.xml · nonDerivative · entry 1 Margolis Joseph D · CIK 0001330121 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Indirect · Cove Hollow Lane II, LLC Disclosed balance after: 20,144 F1 · shares: Sale occurred pursuant to a 10b5-1 plan entered into by Mr. Margolis on March 14, 2022. 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 16, 2022 Filed Sep 13, 2023 00:32 UTC | Extra Space Storage Inc. EXR · Entity 3142 | GiftCommon Stock | 12,800 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-23-032130 · wk-form4_1694565132.xml · nonDerivative · entry 6 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: 27,944 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 16, 2022 Filed Sep 13, 2023 00:32 UTC | Extra Space Storage Inc. EXR · Entity 3142 | GiftCommon Stock | 12,800 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-23-032130 · wk-form4_1694565132.xml · nonDerivative · entry 5 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: 22,422 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 16, 2022 Filed Sep 13, 2023 00:32 UTC | Extra Space Storage Inc. EXR · Entity 3142 | GiftCommon Stock | 1,806 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-23-032130 · wk-form4_1694565132.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: 35,222 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 16, 2022 Filed Sep 13, 2023 00:32 UTC | Extra Space Storage Inc. EXR · Entity 3142 | GiftCommon Stock | 1,806 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-23-032130 · wk-form4_1694565132.xml · nonDerivative · entry 3 Margolis Joseph D · CIK 0001330121 · Director · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 58,745 Read SEC document |
| March 11, 2022 Filed Sep 13, 2023 00:32 UTC | Extra Space Storage Inc. EXR · Entity 3142 | GiftCommon Stock | 33,416 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-23-032130 · wk-form4_1694565132.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: 33,416 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, 2022 Filed Sep 13, 2023 00:32 UTC | Extra Space Storage Inc. EXR · Entity 3142 | GiftCommon Stock | 33,416 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-23-032130 · wk-form4_1694565132.xml · nonDerivative · entry 1 Margolis Joseph D · CIK 0001330121 · Director · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 60,551 Read SEC document |
| March 07, 2022 Filed Mar 9, 2022 21:40 UTC | Extra Space Storage Inc. EXR · Entity 3142 | Tax withholdingCommon Stock | 1,450 | $200.52 | $290,754.00 |
DisclosureSEC source: 0001179110-22-002089 · edgar.xml · nonDerivative · entry 1 Margolis Joseph D · CIK 0001330121 · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 62,035 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 17, 2022 Filed Feb 18, 2022 21:52 UTC | Extra Space Storage Inc. EXR · Entity 3142 | Tax withholdingCommon Stock | 1,221 | $188.34 | $229,963.14 |
DisclosureSEC source: 0001179110-22-001434 · edgar.xml · nonDerivative · entry 2 Margolis Joseph D · CIK 0001330121 · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 63,485 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 17, 2022 Filed Feb 18, 2022 21:52 UTC | Extra Space Storage Inc. EXR · Entity 3142 | Tax withholdingCommon Stock | 23,840 | $188.34 | $4,490,025.60 |
DisclosureSEC source: 0001179110-22-001434 · edgar.xml · nonDerivative · entry 1 Margolis Joseph D · CIK 0001330121 · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 64,706 F4 · shares: Represents shares withheld by the Issuer in payment of the tax liability arising in connection with the settlement of the PSUs. Read SEC document |
| February 15, 2022 Filed Feb 16, 2022 21:33 UTC | Extra Space Storage Inc. EXR · Entity 3142 | Tax withholdingCommon Stock | 1,621 | $196.15 | $317,959.15 |
DisclosureSEC source: 0001179110-22-001328 · edgar.xml · nonDerivative · entry 4 Margolis Joseph D · CIK 0001330121 · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 88,546 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 14, 2022 Filed Feb 16, 2022 21:33 UTC | Extra Space Storage Inc. EXR · Entity 3142 | Tax withholdingCommon Stock | 1,276 | $196.87 | $251,206.12 |
DisclosureSEC source: 0001179110-22-001328 · edgar.xml · nonDerivative · entry 3 Margolis Joseph D · CIK 0001330121 · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 90,167 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 14, 2022 Filed Feb 16, 2022 21:33 UTC | Extra Space Storage Inc. EXR · Entity 3142 | GrantCommon Stock | 9,719 | $194.21 | $1,887,526.99 |
DisclosureSEC source: 0001179110-22-001328 · edgar.xml · nonDerivative · entry 2 Margolis Joseph D · CIK 0001330121 · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 91,443 F3 · shares: Restricted stock awards vest 25% annually over four years, beginning on March 1st the year after the award is granted. Read SEC document |
| February 14, 2022 Filed Feb 16, 2022 21:33 UTC | Extra Space Storage Inc. EXR · Entity 3142 | GrantCommon Stock | 52,176 | $194.21 | $10,133,100.96 |
DisclosureSEC source: 0001179110-22-001328 · edgar.xml · nonDerivative · entry 1 Margolis Joseph D · CIK 0001330121 · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 81,724 F2 · 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 16, 2019 and were eligible to vest based on the Issuer achievement of certain performance objectives during the three-year performance period ending December 31, 2021. On February 14, 2022, 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 |
| January 03, 2022 Filed Jan 5, 2022 21:59 UTC | Extra Space Storage Inc. EXR · Entity 3142 | SaleCommon Stock | 3,750 | $219.25 | $822,187.50 |
DisclosureSEC source: 0001179110-22-000252 · edgar.xml · nonDerivative · entry 1 Margolis Joseph D · CIK 0001330121 · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Indirect · Cove Hollow Lane I, LLC Disclosed balance after: 85,000 F1 · shares: Sale occurred pursuant to a 10b5-1 plan entered into by Mr. Margolis on March 15, 2021. F2 · ownership.nature: Shares held in Cove Hollow Lane I, LLC. Read SEC document |
| December 01, 2021 Filed Feb 1, 2022 22:19 UTC | Extra Space Storage Inc. EXR · Entity 3142 | GiftCommon Stock | 25,144 | $203.29 | $5,111,523.76 |
DisclosureSEC source: 0001179110-22-000677 · edgar.xml · nonDerivative · entry 10 Margolis Joseph D · CIK 0001330121 · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Indirect · Cove Hollow Lane II, LLC Disclosed balance after: 25,144 F3 · 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 |
| December 01, 2021 Filed Feb 1, 2022 22:19 UTC | Extra Space Storage Inc. EXR · Entity 3142 | GiftCommon Stock | 25,144 | $203.29 | $5,111,523.76 |
DisclosureSEC source: 0001179110-22-000677 · edgar.xml · nonDerivative · entry 9 Margolis Joseph D · CIK 0001330121 · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Indirect · By Spouse Disclosed balance after: 0 Read SEC document |
| October 28, 2021 Filed Feb 1, 2022 22:19 UTC | Extra Space Storage Inc. EXR · Entity 3142 | GiftCommon Stock | 25,144 | $188.72 | $4,745,175.68 |
DisclosureSEC source: 0001179110-22-000677 · edgar.xml · nonDerivative · entry 8 Margolis Joseph D · CIK 0001330121 · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Indirect · By Spouse Disclosed balance after: 25,144 Read SEC document |
| October 28, 2021 Filed Feb 1, 2022 22:19 UTC | Extra Space Storage Inc. EXR · Entity 3142 | GiftCommon Stock | 25,144 | $188.72 | $4,745,175.68 |
DisclosureSEC source: 0001179110-22-000677 · edgar.xml · nonDerivative · entry 7 Margolis Joseph D · CIK 0001330121 · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Indirect · J Margolis & K Margolis TTEE Disclosed balance after: 0 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, 2021 Filed Oct 5, 2021 20:37 UTC | Extra Space Storage Inc. EXR · Entity 3142 | SaleCommon Stock | 3,750 | $168.81 | $633,019.50 |
DisclosureSEC source: 0001179110-21-009187 · edgar.xml · nonDerivative · entry 1 Margolis Joseph D · CIK 0001330121 · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Indirect · Cove Hollow Lane I, LLC Disclosed balance after: 88,750 F1 · shares: Sale occurred pursuant to a 10b5-1 plan entered into by Mr. Margolis on March 15, 2021. F2 · ownership.nature: Shares held in Cove Hollow Lane I, LLC. Read SEC document |
| July 01, 2021 Filed Jul 2, 2021 20:43 UTC | Extra Space Storage Inc. EXR · Entity 3142 | SaleCommon Stock | 3,750 | $164.89 | $618,337.50 |
DisclosureSEC source: 0001179110-21-007323 · edgar.xml · nonDerivative · entry 1 Margolis Joseph D · CIK 0001330121 · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Indirect · Cove Hollow Lane I, LLC Disclosed balance after: 92,500 F1 · shares: Sale occurred pursuant to a 10b5-1 plan entered into by Mr. Margolis on March 15, 2021. Read SEC document |
| May 24, 2021 Filed Feb 1, 2022 22:19 UTC | Extra Space Storage Inc. EXR · Entity 3142 | GiftCommon Stock | 13,660 | $146.60 | $2,002,556.00 |
DisclosureSEC source: 0001179110-22-000677 · edgar.xml · nonDerivative · entry 6 Margolis Joseph D · CIK 0001330121 · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Indirect · J Margolis & K Margolis TTEE Disclosed balance after: 25,144 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 24, 2021 Filed Feb 1, 2022 22:19 UTC | Extra Space Storage Inc. EXR · Entity 3142 | GiftCommon Stock | 13,660 | $146.60 | $2,002,556.00 |
DisclosureSEC source: 0001179110-22-000677 · edgar.xml · nonDerivative · entry 5 Margolis Joseph D · CIK 0001330121 · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 29,548 Read SEC document |
| May 19, 2021 Filed May 20, 2021 21:18 UTC | Invitation Homes Inc. INVH · Entity 3304 | GrantCommon Stock | 4,863 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-21-034504 · doc4.xml · nonDerivative · entry 1 Margolis Joseph D · CIK 0001330121 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,732 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, 2021 Filed Apr 5, 2021 22:23 UTC | Extra Space Storage Inc. EXR · Entity 3142 | SaleCommon Stock | 3,750 | $134.24 | $503,383.50 |
DisclosureSEC source: 0001179110-21-004212 · edgar.xml · nonDerivative · entry 1 Margolis Joseph D · CIK 0001330121 · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Indirect · Cove Hollow Lane I, LLC Disclosed balance after: 96,250 F1 · shares: Sale occurred pursuant to a 10b5-1 plan entered into by Mr. Margolis on March 15, 2021. Read SEC document |
| March 18, 2021 Filed Feb 1, 2022 22:19 UTC | Extra Space Storage Inc. EXR · Entity 3142 | GiftCommon Stock | 1,805 | $131.11 | $236,653.55 |
DisclosureSEC source: 0001179110-22-000677 · edgar.xml · nonDerivative · entry 4 Margolis Joseph D · CIK 0001330121 · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Indirect · J Margolis & K Margolis TTEE Disclosed balance after: 11,484 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 18, 2021 Filed Feb 1, 2022 22:19 UTC | Extra Space Storage Inc. EXR · Entity 3142 | GiftCommon Stock | 1,805 | $131.11 | $236,653.55 |
DisclosureSEC source: 0001179110-22-000677 · edgar.xml · nonDerivative · entry 3 Margolis Joseph D · CIK 0001330121 · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 43,208 Read SEC document |
| March 15, 2021 Filed Mar 17, 2021 19:24 UTC | Extra Space Storage Inc. EXR · Entity 3142 | Exercise / conversionStock Options · Derivative | 6,000 | $85.99 Strike: $132.69 | $515,940.00 |
DisclosureSEC source: 0001179110-21-003530 · edgar.xml · derivative · entry 7 Margolis Joseph D · CIK 0001330121 · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 6,000 shares Expires 2026-02-22 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F4 · derivative.exercise_date: Stock options vest 25% annually over four years, beginning on the first anniversary of the grant date. The grant date was 02/22/2016. Read SEC document |
| March 15, 2021 Filed Mar 17, 2021 19:24 UTC | Extra Space Storage Inc. EXR · Entity 3142 | Exercise / conversionStock Options · Derivative | 50,000 | $73.52 Strike: $73.52 | $3,676,000.00 |
DisclosureSEC source: 0001179110-21-003530 · edgar.xml · derivative · entry 6 Margolis Joseph D · CIK 0001330121 · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,000 Underlying: Common Stock · 50,000 shares Expires 2025-08-01 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F3 · derivative.exercise_date: Stock options vest 25% annually over four years, beginning on the first anniversary of the grant date. The grant date was 08/01/2015. Read SEC document |
| March 15, 2021 Filed Mar 17, 2021 19:24 UTC | Extra Space Storage Inc. EXR · Entity 3142 | SaleCommon Stock | 56,000 | $132.69 | $7,430,640.00 |
DisclosureSEC source: 0001179110-21-003530 · edgar.xml · nonDerivative · entry 3 Margolis Joseph D · CIK 0001330121 · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 52,492 Read SEC document |
| March 15, 2021 Filed Mar 17, 2021 19:24 UTC | Extra Space Storage Inc. EXR · Entity 3142 | Exercise / conversionCommon Stock | 6,000 | $85.99 | $515,940.00 |
DisclosureSEC source: 0001179110-21-003530 · edgar.xml · nonDerivative · entry 2 Margolis Joseph D · CIK 0001330121 · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 108,492 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| March 15, 2021 Filed Mar 17, 2021 19:24 UTC | Extra Space Storage Inc. EXR · Entity 3142 | Exercise / conversionCommon Stock | 50,000 | $73.52 | $3,676,000.00 |
DisclosureSEC source: 0001179110-21-003530 · edgar.xml · nonDerivative · entry 1 Margolis Joseph D · CIK 0001330121 · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 102,492 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| March 08, 2021 Filed Mar 10, 2021 20:45 UTC | Extra Space Storage Inc. EXR · Entity 3142 | Tax withholdingCommon Stock | 1,451 | $124.50 | $180,649.50 |
DisclosureSEC source: 0001179110-21-003212 · edgar.xml · nonDerivative · entry 1 Margolis Joseph D · CIK 0001330121 · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 52,492 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 3/05/2019. Read SEC document |
| February 23, 2021 Filed Feb 1, 2022 22:19 UTC | Extra Space Storage Inc. EXR · Entity 3142 | GiftCommon Stock | 7,479 | $128.12 | $958,209.48 |
DisclosureSEC source: 0001179110-22-000677 · edgar.xml · nonDerivative · entry 2 Margolis Joseph D · CIK 0001330121 · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Indirect · J Margolis & K Margolis TTEE Disclosed balance after: 9,679 F1 · ownership.nature: Shares held in J Margolis & K Margolis TTEE Joseph Daniel Margolis Revocab U/A DTD 05/24/2013. Read SEC document |
| February 23, 2021 Filed Feb 1, 2022 22:19 UTC | Extra Space Storage Inc. EXR · Entity 3142 | GiftCommon Stock | 7,479 | $128.12 | $958,209.48 |
DisclosureSEC source: 0001179110-22-000677 · edgar.xml · nonDerivative · entry 1 Margolis Joseph D · CIK 0001330121 · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 45,013 Read SEC document |
| February 18, 2021 Filed Feb 23, 2021 00:19 UTC | Extra Space Storage Inc. EXR · Entity 3142 | Tax withholdingCommon Stock | 10,874 | $117.17 | $1,274,106.58 |
DisclosureSEC source: 0001179110-21-002070 · edgar.xml · nonDerivative · entry 1 Margolis Joseph D · CIK 0001330121 · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 53,943 F1 · shares: Represents shares withheld by the Issuer in payment of the tax liability arising in connection with the settlement of the PSUs. Read SEC document |
| February 16, 2021 Filed Feb 19, 2021 01:29 UTC | Extra Space Storage Inc. EXR · Entity 3142 | GrantCommon Stock | 10,880 | $117.19 | $1,275,027.20 |
DisclosureSEC source: 0001179110-21-001968 · edgar.xml · nonDerivative · entry 5 Margolis Joseph D · CIK 0001330121 · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 64,817 F5 · shares: Restricted stock awards vest 25% annually over four years, beginning on the first anniversary of the grant date. Read SEC document |
| February 16, 2021 Filed Feb 19, 2021 01:29 UTC | Extra Space Storage Inc. EXR · Entity 3142 | GrantCommon Stock | 24,534 | $117.19 | $2,875,139.46 |
DisclosureSEC source: 0001179110-21-001968 · edgar.xml · nonDerivative · entry 4 Margolis Joseph D · CIK 0001330121 · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 53,937 F4 · 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 14, 2018 and were eligible to vest based on the Issuer achievement of certain performance objectives during the three-year performance period ending December 31, 2020. On February 16, 2021, 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 |
| February 16, 2021 Filed Feb 19, 2021 01:29 UTC | Extra Space Storage Inc. EXR · Entity 3142 | Tax withholdingCommon Stock | 1,703 | $116.80 | $198,910.40 |
DisclosureSEC source: 0001179110-21-001968 · edgar.xml · nonDerivative · entry 3 Margolis Joseph D · CIK 0001330121 · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 29,403 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 2/15/2017. Read SEC document |
| February 16, 2021 Filed Feb 19, 2021 01:29 UTC | Extra Space Storage Inc. EXR · Entity 3142 | Tax withholdingCommon Stock | 1,622 | $116.80 | $189,449.60 |
DisclosureSEC source: 0001179110-21-001968 · edgar.xml · nonDerivative · entry 2 Margolis Joseph D · CIK 0001330121 · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 31,106 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 2/14/2018. Read SEC document |
| February 16, 2021 Filed Feb 19, 2021 01:29 UTC | Extra Space Storage Inc. EXR · Entity 3142 | Tax withholdingCommon Stock | 1,281 | $116.80 | $149,620.80 |
DisclosureSEC source: 0001179110-21-001968 · edgar.xml · nonDerivative · entry 1 Margolis Joseph D · CIK 0001330121 · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 32,728 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 2/12/2020. Read SEC document |
| December 23, 2020 Filed Dec 28, 2020 23:48 UTC | Extra Space Storage Inc. EXR · Entity 3142 | SaleCommon Stock | 2,500 | $115.10 | $287,742.00 |
DisclosureSEC source: 0001179110-20-012250 · edgar.xml · nonDerivative · entry 1 Margolis Joseph D · CIK 0001330121 · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 115,300 F2 · shares: Sale occurred pursuant to a 10b5-1 plan entered into by Mr. Margolis on February 21, 2020. Read SEC document |
| December 02, 2020 Filed Feb 12, 2021 21:59 UTC | Extra Space Storage Inc. EXR · Entity 3142 | GiftCommon Stock | 100,000 | $112.78 | $11,278,000.00 |
DisclosureSEC source: 0001179110-21-001620 · edgar.xml · nonDerivative · entry 3 Margolis Joseph D · CIK 0001330121 · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Indirect · Cove Hollow Lane I, LLC Disclosed balance after: 100,000 F2 · ownership.nature: Shares held in Cove Hollow Lane I, LLC. Read SEC document |
| December 02, 2020 Filed Feb 12, 2021 21:59 UTC | Extra Space Storage Inc. EXR · Entity 3142 | GiftCommon Stock | 18,709 | $112.78 | $2,110,001.02 |
DisclosureSEC source: 0001179110-21-001620 · edgar.xml · nonDerivative · entry 2 Margolis Joseph D · CIK 0001330121 · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Indirect · J Margolis & K Margolis TTEE Disclosed balance after: 2,200 F1 · ownership.nature: Shares held in J Margolis & K Margolis TTEE Joseph Daniel Margolis Revocab U/A DTD 05/24/2013. Read SEC document |
| December 02, 2020 Filed Feb 12, 2021 21:59 UTC | Extra Space Storage Inc. EXR · Entity 3142 | GiftCommon Stock | 81,291 | $112.78 | $9,167,998.98 |
DisclosureSEC source: 0001179110-21-001620 · edgar.xml · nonDerivative · entry 1 Margolis Joseph D · CIK 0001330121 · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 34,009 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.