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 |
|---|---|---|---|---|---|---|
| September 23, 2020 Filed Sep 24, 2020 22:09 UTC | Extra Space Storage Inc. EXR · Entity 3142 | SaleCommon Stock | 2,500 | $106.74 | $266,842.25 |
DisclosureSEC source: 0001179110-20-009936 · edgar.xml · nonDerivative · entry 1 Margolis Joseph D · CIK 0001330121 · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 117,800 F2 · shares: Sale occurred pursuant to a 10b5-1 plan entered into by Mr. Margolis on February 21, 2020. Read SEC document |
| June 23, 2020 Filed Jun 25, 2020 21:39 UTC | Extra Space Storage Inc. EXR · Entity 3142 | SaleCommon Stock | 2,500 | $93.24 | $233,105.75 |
DisclosureSEC source: 0001179110-20-007773 · edgar.xml · nonDerivative · entry 1 Margolis Joseph D · CIK 0001330121 · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 120,300 F2 · shares: Sale occurred pursuant to a 10b5-1 plan entered into by Mr. Margolis on February 21, 2020. Read SEC document |
| May 20, 2020 Filed May 21, 2020 23:30 UTC | Invitation Homes Inc. INVH · Entity 3304 | GrantCommon Stock | 5,869 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-20-031517 · doc4.xml · nonDerivative · entry 1 Margolis Joseph D · CIK 0001330121 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,869 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 25, 2020 Filed Mar 25, 2020 20:18 UTC | Extra Space Storage Inc. EXR · Entity 3142 | SaleCommon Stock | 202 | $80.00 | $16,160.00 |
DisclosureSEC source: 0001179110-20-004113 · edgar.xml · nonDerivative · entry 2 Margolis Joseph D · CIK 0001330121 · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 122,800 F2 · shares: Sale occurred pursuant to a 10b5-1 plan entered into by Mr. Margolis on February 25, 2019. Read SEC document |
| March 23, 2020 Filed Mar 25, 2020 20:18 UTC | Extra Space Storage Inc. EXR · Entity 3142 | SaleCommon Stock | 2,298 | $80.00 | $183,840.00 |
DisclosureSEC source: 0001179110-20-004113 · edgar.xml · nonDerivative · entry 1 Margolis Joseph D · CIK 0001330121 · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 123,002 F2 · shares: Sale occurred pursuant to a 10b5-1 plan entered into by Mr. Margolis on February 25, 2019. Read SEC document |
| March 05, 2020 Filed Mar 9, 2020 20:44 UTC | Extra Space Storage Inc. EXR · Entity 3142 | Tax withholdingCommon Stock | 1,474 | $108.28 | $159,604.72 |
DisclosureSEC source: 0001179110-20-003290 · edgar.xml · nonDerivative · entry 1 Margolis Joseph D · CIK 0001330121 · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 125,300 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 3/5/2019. Read SEC document |
| February 24, 2020 Filed Feb 26, 2020 00:39 UTC | Extra Space Storage Inc. EXR · Entity 3142 | Tax withholdingCommon Stock | 881 | $108.92 | $95,958.52 |
DisclosureSEC source: 0001179110-20-002320 · edgar.xml · nonDerivative · entry 1 Margolis Joseph D · CIK 0001330121 · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 126,774 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 2/22/2016. Read SEC document |
| February 18, 2020 Filed Feb 19, 2020 22:36 UTC | Extra Space Storage Inc. EXR · Entity 3142 | Tax withholdingCommon Stock | 1,622 | $115.62 | $187,535.64 |
DisclosureSEC source: 0001179110-20-001886 · edgar.xml · nonDerivative · entry 2 Margolis Joseph D · CIK 0001330121 · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 127,655 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 2/14/2018. Read SEC document |
| February 18, 2020 Filed Feb 19, 2020 22:36 UTC | Extra Space Storage Inc. EXR · Entity 3142 | Tax withholdingCommon Stock | 1,703 | $115.62 | $196,900.86 |
DisclosureSEC source: 0001179110-20-001886 · edgar.xml · nonDerivative · entry 1 Margolis Joseph D · CIK 0001330121 · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 129,277 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 2/15/2017. Read SEC document |
| February 13, 2020 Filed Feb 14, 2020 23:55 UTC | Extra Space Storage Inc. EXR · Entity 3142 | Tax withholdingCommon Stock | 10,779 | $112.32 | $1,210,697.28 |
DisclosureSEC source: 0001179110-20-001673 · edgar.xml · nonDerivative · entry 3 Margolis Joseph D · CIK 0001330121 · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 130,980 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 12, 2020 Filed Feb 14, 2020 23:55 UTC | Extra Space Storage Inc. EXR · Entity 3142 | GrantCommon Stock | 24,171 | $112.16 | $2,711,019.36 |
DisclosureSEC source: 0001179110-20-001673 · edgar.xml · nonDerivative · entry 2 Margolis Joseph D · CIK 0001330121 · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 141,759 F3 · 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 March 14, 2017 and were eligible to vest based on the Issuer achievement of certain performance objectives during the three-year performance period ending December 31, 2019. On February 12, 2020, 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 12, 2020 Filed Feb 14, 2020 23:55 UTC | Extra Space Storage Inc. EXR · Entity 3142 | GrantCommon Stock | 11,356 | $112.16 | $1,273,688.96 |
DisclosureSEC source: 0001179110-20-001673 · edgar.xml · nonDerivative · entry 1 Margolis Joseph D · CIK 0001330121 · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 117,588 F2 · shares: Restricted stock awards vest 25% annually over four years, beginning on the first anniversary of the grant date. Read SEC document |
| January 02, 2020 Filed Jan 3, 2020 22:18 UTC | Extra Space Storage Inc. EXR · Entity 3142 | SaleCommon Stock | 2,500 | $104.92 | $262,308.25 |
DisclosureSEC source: 0001179110-20-000225 · edgar.xml · nonDerivative · entry 1 Margolis Joseph D · CIK 0001330121 · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 106,232 F2 · shares: Sale occurred pursuant to a 10b5-1 plan entered into by Mr. Margolis on February 25, 2019. Read SEC document |
| October 01, 2019 Filed Oct 3, 2019 21:09 UTC | Extra Space Storage Inc. EXR · Entity 3142 | SaleCommon Stock | 2,500 | $114.44 | $286,096.50 |
DisclosureSEC source: 0001179110-19-010806 · edgar.xml · nonDerivative · entry 1 Margolis Joseph D · CIK 0001330121 · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 108,732 F2 · shares: Sale occurred pursuant to a 10b5-1 plan entered into by Mr. Margolis on February 25, 2019. Read SEC document |
| July 01, 2019 Filed Jul 2, 2019 22:16 UTC | Extra Space Storage Inc. EXR · Entity 3142 | SaleCommon Stock | 2,500 | $105.01 | $262,516.00 |
DisclosureSEC source: 0001179110-19-008433 · edgar.xml · nonDerivative · entry 1 Margolis Joseph D · CIK 0001330121 · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 111,232 F2 · shares: Sale occurred pursuant to a 10b5-1 plan entered into by Mr. Margolis on February 25, 2019. Read SEC document |
| April 01, 2019 Filed Apr 3, 2019 21:58 UTC | Extra Space Storage Inc. EXR · Entity 3142 | SaleCommon Stock | 2,500 | $100.05 | $250,121.25 |
DisclosureSEC source: 0001179110-19-004705 · edgar.xml · nonDerivative · entry 1 Margolis Joseph D · CIK 0001330121 · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 113,732 F2 · shares: Sale occurred pursuant to a 10b5-1 plan entered into by Mr. Margolis on February 25, 2019. Read SEC document |
| March 05, 2019 Filed Mar 7, 2019 22:20 UTC | Extra Space Storage Inc. EXR · Entity 3142 | GrantCommon Stock | 13,024 | $97.80 | $1,273,747.20 |
DisclosureSEC source: 0001179110-19-003541 · edgar.xml · nonDerivative · entry 1 Margolis Joseph D · CIK 0001330121 · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 116,232 F2 · shares: Restricted stock awards vest 25% annually over four years, beginning on the first anniversary of the grant date. Read SEC document |
| February 14, 2018 Filed Feb 17, 2018 00:06 UTC | Extra Space Storage Inc. EXR · Entity 3142 | GrantCommon Stock | 14,559 | $81.14 | $1,181,317.26 |
DisclosureSEC source: 0001179110-18-002319 · edgar.xml · nonDerivative · entry 1 Margolis Joseph D · CIK 0001330121 · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 103,208 F2 · shares: Restricted stock awards vest 25% annually over four years, beginning on the first anniversary of the grant date. Read SEC document |
| February 15, 2017 Filed Feb 17, 2017 00:25 UTC | Extra Space Storage Inc. EXR · Entity 3142 | GrantCommon Stock | 15,298 | $73.54 | $1,125,014.92 |
DisclosureSEC source: 0001179110-17-002593 · edgar.xml · nonDerivative · entry 1 Margolis Joseph D · CIK 0001330121 · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 88,649 Read SEC document |
| October 10, 2016 Filed Dec 8, 2016 00:18 UTC | Extra Space Storage Inc. EXR · Entity 3142 | OtherCommon Stock | 20,909 | $0.00 | $0.00 |
DisclosureSEC source: 0001179110-16-032544 · edgar.xml · nonDerivative · entry 2 Margolis Joseph D · CIK 0001330121 · Executive VP and CIO 10b5-1 filing: Not disclosed Ownership: Indirect · J Margolis & K Margolis TTEE Disclosed balance after: 20,909 F2 · kind: Shares transferred from Mr. Margolis. F3 · ownership.nature: Shares now held in J Margolis & K Margolis TTEE Joseph Daniel Margolis Revocab U/A DTD 05/24/2013. Read SEC document |
| October 10, 2016 Filed Dec 8, 2016 00:18 UTC | Extra Space Storage Inc. EXR · Entity 3142 | OtherCommon Stock | 20,909 | $0.00 | $0.00 |
DisclosureSEC source: 0001179110-16-032544 · edgar.xml · nonDerivative · entry 1 Margolis Joseph D · CIK 0001330121 · Executive VP and CIO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 73,351 F1 · kind: Shares transferred to family trust. 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.