Form 4 for EXR Extra Space Storage
Accepted 2026-03-03 00:00:00 ET · period of report 2024-03-11 · accession 0001289490-26-000015 · SEC index · Original document
Summary rows
Aggregated the way they appear in lists: one row per insider, transaction code and security table.
| X | Filed | Traded | Ticker | Insider | Title | Type | Price | Qty | Owned | ΔOwn | Value |
|---|---|---|---|---|---|---|---|---|---|---|---|
| M | 2026-03-03 | 2024-03-11+ | EXR | Margolis Joseph D | CEO, Dir | G - Gift | $0.00 | -47.5K | 36.9K | -56% | $0 |
| M | 2026-03-03 | 2026-03-01 | EXR | Margolis Joseph D | CEO, Dir | F - Tax | $151.03 | -5,897 | 55.3K | -10% | -$890.6K |
| M | 2026-03-03 | 2026-03-01 | EXR | Margolis Joseph D | CEO, Dir | A - Grant | $151.03 | +24.3K | 43.8K | +124% | +$3.67M |
| MI | 2026-03-03 | 2024-03-11+ | EXR | Margolis Joseph D | CEO, Dir | G - Gift | $0.00 | +47.5K | 59.5K | +393% | $0 |
Purchase Sale Sale after option exercise All abbreviations
Every reported transaction
| # | Table | Security | Date | Code | A/D | Shares | Price | Owned after | Own | Exercise / expiry | Underlying | Footnotes |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 1 | Common | Common Stock | 2024-03-11 | G | D | 30,291 | $0.00 | 54,094 | D J Margolis & K Margolis TTEE | — | — | (F1) Shares held in J Margolis & K Margolis TTEE Joseph Daniel Margolis Revocab U/A DTD 05/24/2013. |
| 2 | Common | Common Stock | 2026-03-01 | F | D | 1,682 | $151.03 | 57,178 | D | — | — | (F4) 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 | Common | Common Stock | 2026-03-01 | F | D | 1,264 | $151.03 | 58,860 | D | — | — | (F4) 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. |
| 4 | Common | Common Stock | 2026-03-01 | F | D | 1,065 | $151.03 | 60,124 | D | — | — | (F4) 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. |
| 5 | Common | Common Stock | 2026-03-01 | A | A | 17,381 | $151.03 | 61,189 | D | — | — | (F3) Restricted stock awards vest 25% annually over four years, beginning on the first anniversary of the grant date. |
| 6 | Common | Common Stock | 2026-03-01 | F | D | 1,886 | $151.03 | 55,292 | D | — | — | (F4) 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. |
| 7 | Common | Common Stock | 2024-03-11 | G | A | 30,291 | $0.00 | 42,359 | I J Margolis & K Margolis TTEE | — | — | (F1) Shares held in J Margolis & K Margolis TTEE Joseph Daniel Margolis Revocab U/A DTD 05/24/2013. |
| 8 | Common | Common Stock | 2025-03-13 | G | D | 17,184 | $0.00 | 36,910 | D | — | — | |
| 9 | Common | Common Stock | 2025-03-13 | G | A | 17,184 | $0.00 | 59,543 | I | — | — | |
| 10 | Common | Common Stock | 2026-03-01 | A | A | 6,898 | $151.03 | 43,808 | D | — | — | (F2) 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. |