Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Extra Space Storage Inc.EXR · Entity 3142 | Executive VP and CDO | March 01, 2026 | March 04, 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 March 01, 2026 · Filed March 04, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 109,244 |
Ending reported balance
After 2026-03-01 transaction · row 6
6 source rows · reconciled sequenceRow 1 · 2026-03-01 · Grant · Acquired 1,929 · Balance 103,879 F1: 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. Row 2 · 2026-03-01 · Grant · Acquired 7,151 · Balance 111,030 F2: Restricted stock awards vest 25% annually over four years, beginning on the first anniversary of the grant date. Row 3 · 2026-03-01 · Tax withholding · Disposed 206 · Balance 110,824 F3: 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. Row 4 · 2026-03-01 · Tax withholding · Disposed 353 · Balance 110,471 F3: 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. Row 5 · 2026-03-01 · Tax withholding · Disposed 451 · Balance 110,020 F3: 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. Row 6 · 2026-03-01 · Tax withholding · Disposed 776 · Balance 109,244 F3: 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. |
Filing footnotes · ownership attribution and instrument terms
F1: 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.
F2: Restricted stock awards vest 25% annually over four years, beginning on the first anniversary of the grant date.
F3: 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.
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 24, 2020 Filed Feb 26, 2020 00:42 UTC | Extra Space Storage Inc. EXR · Entity 3142 | Tax withholdingCommon Stock | 386 | $108.92 | $42,043.12 |
DisclosureSEC source: 0001179110-20-002323 · edgar.xml · nonDerivative · entry 1 Sondhi Samrat · CIK 0001596298 · Executive VP and COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 75,885 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 2/22/2016. Read SEC document |
| February 18, 2020 Filed Feb 19, 2020 22:37 UTC | Extra Space Storage Inc. EXR · Entity 3142 | Tax withholdingCommon Stock | 344 | $115.62 | $39,773.28 |
DisclosureSEC source: 0001179110-20-001890 · edgar.xml · nonDerivative · entry 2 Sondhi Samrat · CIK 0001596298 · Executive VP and COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 76,271 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 18, 2020 Filed Feb 19, 2020 22:37 UTC | Extra Space Storage Inc. EXR · Entity 3142 | Tax withholdingCommon Stock | 266 | $115.62 | $30,754.92 |
DisclosureSEC source: 0001179110-20-001890 · edgar.xml · nonDerivative · entry 1 Sondhi Samrat · CIK 0001596298 · Executive VP and COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 76,615 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 2/15/2017. Read SEC document |
| February 13, 2020 Filed Feb 14, 2020 23:57 UTC | Extra Space Storage Inc. EXR · Entity 3142 | Tax withholdingCommon Stock | 1,714 | $112.32 | $192,516.48 |
DisclosureSEC source: 0001179110-20-001678 · edgar.xml · nonDerivative · entry 3 Sondhi Samrat · CIK 0001596298 · Executive VP and COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 76,881 F3 · 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 23:57 UTC | Extra Space Storage Inc. EXR · Entity 3142 | GrantCommon Stock | 3,761 | $112.16 | $421,833.76 |
DisclosureSEC source: 0001179110-20-001678 · edgar.xml · nonDerivative · entry 2 Sondhi Samrat · CIK 0001596298 · Executive VP and COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 78,595 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 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 23:57 UTC | Extra Space Storage Inc. EXR · Entity 3142 | GrantCommon Stock | 2,435 | $112.16 | $273,109.60 |
DisclosureSEC source: 0001179110-20-001678 · edgar.xml · nonDerivative · entry 1 Sondhi Samrat · CIK 0001596298 · Executive VP and COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 74,834 F1 · shares: Restricted stock awards vest 25% annually over four years, beginning on the first anniversary of the grant date. Read SEC document |
| December 06, 2019 Filed Dec 7, 2019 00:31 UTC | Extra Space Storage Inc. EXR · Entity 3142 | Exercise / conversionStock Options · Derivative | 6,400 | $19.60 Strike: $19.60 | $125,440.00 |
DisclosureSEC source: 0001179110-19-012523 · edgar.xml · derivative · entry 6 Sondhi Samrat · CIK 0001596298 · Executive VP and COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,225 Underlying: Common Stock · 6,400 shares Expires 2021-02-08 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. F2 · derivative.exercise_date: Stock options vest 25% annually over four years, beginning on the first anniversary of the grant date. The grant date was 2/8/2011. Read SEC document |
| December 06, 2019 Filed Dec 7, 2019 00:31 UTC | Extra Space Storage Inc. EXR · Entity 3142 | Exercise / conversionStock Options · Derivative | 3,744 | $28.79 Strike: $28.79 | $107,789.76 |
DisclosureSEC source: 0001179110-19-012523 · edgar.xml · derivative · entry 5 Sondhi Samrat · CIK 0001596298 · Executive VP and COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,625 Underlying: Common Stock · 3,744 shares Expires 2022-04-01 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. F1 · derivative.exercise_date: Stock options vest 25% annually over four years, beginning on the first anniversary of the grant date. The grant date was 4/1/2012. Read SEC document |
| December 06, 2019 Filed Dec 7, 2019 00:31 UTC | Extra Space Storage Inc. EXR · Entity 3142 | SaleCommon Stock | 6,400 | $107.33 | $686,908.80 |
DisclosureSEC source: 0001179110-19-012523 · edgar.xml · nonDerivative · entry 4 Sondhi Samrat · CIK 0001596298 · Executive VP and COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 72,399 Read SEC document |
| December 06, 2019 Filed Dec 7, 2019 00:31 UTC | Extra Space Storage Inc. EXR · Entity 3142 | SaleCommon Stock | 3,744 | $107.33 | $401,841.65 |
DisclosureSEC source: 0001179110-19-012523 · edgar.xml · nonDerivative · entry 3 Sondhi Samrat · CIK 0001596298 · Executive VP and COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 78,799 Read SEC document |
| December 06, 2019 Filed Dec 7, 2019 00:31 UTC | Extra Space Storage Inc. EXR · Entity 3142 | Exercise / conversionCommon Stock | 6,400 | $19.60 | $125,440.00 |
DisclosureSEC source: 0001179110-19-012523 · edgar.xml · nonDerivative · entry 2 Sondhi Samrat · CIK 0001596298 · Executive VP and COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 82,543 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 |
| December 06, 2019 Filed Dec 7, 2019 00:31 UTC | Extra Space Storage Inc. EXR · Entity 3142 | Exercise / conversionCommon Stock | 3,744 | $28.79 | $107,789.76 |
DisclosureSEC source: 0001179110-19-012523 · edgar.xml · nonDerivative · entry 1 Sondhi Samrat · CIK 0001596298 · Executive VP and COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 76,143 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 |
| May 13, 2019 Filed May 15, 2019 22:11 UTC | Extra Space Storage Inc. EXR · Entity 3142 | Exercise / conversionStock Options · Derivative | 4,480 | $11.59 Strike: $11.59 | $51,923.20 |
DisclosureSEC source: 0001179110-19-006111 · edgar.xml · derivative · entry 3 Sondhi Samrat · CIK 0001596298 · Executive VP and COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,369 Underlying: Common Stock · 4,480 shares Expires 2020-02-16 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. F1 · derivative.exercise_date: Stock options vest 25% annually over four years, beginning on the first anniversary of the grant date. The grant date was 2/16/2010. Read SEC document |
| May 13, 2019 Filed May 15, 2019 22:11 UTC | Extra Space Storage Inc. EXR · Entity 3142 | SaleCommon Stock | 4,480 | $106.99 | $479,320.58 |
DisclosureSEC source: 0001179110-19-006111 · edgar.xml · nonDerivative · entry 2 Sondhi Samrat · CIK 0001596298 · Executive VP and COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 72,399 Read SEC document |
| May 13, 2019 Filed May 15, 2019 22:11 UTC | Extra Space Storage Inc. EXR · Entity 3142 | Exercise / conversionCommon Stock | 4,480 | $11.59 | $51,923.20 |
DisclosureSEC source: 0001179110-19-006111 · edgar.xml · nonDerivative · entry 1 Sondhi Samrat · CIK 0001596298 · Executive VP and COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 76,879 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 05, 2019 Filed Mar 7, 2019 22:19 UTC | Extra Space Storage Inc. EXR · Entity 3142 | GrantCommon Stock | 2,792 | $97.80 | $273,057.60 |
DisclosureSEC source: 0001179110-19-003540 · edgar.xml · nonDerivative · entry 1 Sondhi Samrat · CIK 0001596298 · Executive VP and COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 72,399 F1 · shares: Restricted stock awards vest 25% annually over four years, beginning on the first anniversary of the grant date. Read SEC document |
| May 03, 2018 Filed May 7, 2018 23:54 UTC | Extra Space Storage Inc. EXR · Entity 3142 | Exercise / conversionStock Options · Derivative | 8,000 | $11.59 Strike: $11.59 | $92,720.00 |
DisclosureSEC source: 0001179110-18-006397 · edgar.xml · derivative · entry 3 Sondhi Samrat · CIK 0001596298 · Executive VP and COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 22,849 Underlying: Common Stock · 8,000 shares Expires 2020-02-16 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. F1 · derivative.exercise_date: Stock options vest 25% annually over four years, beginning on the first anniversary of the grant date. The grant date was 2/16/2010. Read SEC document |
| May 03, 2018 Filed May 7, 2018 23:54 UTC | Extra Space Storage Inc. EXR · Entity 3142 | SaleCommon Stock | 5,531 | $91.30 | $505,003.53 |
DisclosureSEC source: 0001179110-18-006397 · edgar.xml · nonDerivative · entry 2 Sondhi Samrat · CIK 0001596298 · Executive VP and COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 69,607 Read SEC document |
| May 03, 2018 Filed May 7, 2018 23:54 UTC | Extra Space Storage Inc. EXR · Entity 3142 | Exercise / conversionCommon Stock | 8,000 | $11.59 | $92,720.00 |
DisclosureSEC source: 0001179110-18-006397 · edgar.xml · nonDerivative · entry 1 Sondhi Samrat · CIK 0001596298 · Executive VP and COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 75,138 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 |
| February 14, 2018 Filed Feb 17, 2018 00:05 UTC | Extra Space Storage Inc. EXR · Entity 3142 | GrantCommon Stock | 3,082 | $81.14 | $250,073.48 |
DisclosureSEC source: 0001179110-18-002316 · edgar.xml · nonDerivative · entry 1 Sondhi Samrat · CIK 0001596298 · Executive VP and COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 67,138 F1 · 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 00:27 UTC | Extra Space Storage Inc. EXR · Entity 3142 | GrantCommon Stock | 2,380 | $73.54 | $175,025.20 |
DisclosureSEC source: 0001179110-17-002596 · edgar.xml · nonDerivative · entry 1 Sondhi Samrat · CIK 0001596298 · Executive VP and COO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 64,056 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.