Form 4 for EXR Extra Space Storage
Accepted 2023-09-12 00:00:00 ET · period of report 2022-03-11 · accession 0001628280-23-032130 · 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 | 2023-09-12 | 2022-03-11+ | EXR | Margolis Joseph D | CEO, Dir | G - Gift | $0.00 | -66.9K | 27.1K | -71% | $0 |
| MI | 2023-09-12 | 2022-03-11+ | EXR | Margolis Joseph D | CEO, Dir | G - Gift | $0.00 | +66.9K | 19.1K | New | $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 | 2022-03-11 | G | D | 33,416 | $0.00 | 60,551 | 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 | 2022-03-11 | G | A | 33,416 | $0.00 | 33,416 | 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. |
| 3 | Common | Common Stock | 2022-03-16 | G | D | 1,806 | $0.00 | 58,745 | 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. |
| 4 | Common | Common Stock | 2022-03-16 | G | A | 1,806 | $0.00 | 35,222 | I Cove Hollow Lane II, LLC | — | — | (F2) 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. |
| 5 | Common | Common Stock | 2022-03-16 | G | D | 12,800 | $0.00 | 22,422 | 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. |
| 6 | Common | Common Stock | 2022-03-16 | G | A | 12,800 | $0.00 | 27,944 | I Cove Hollow Lane I, LLC | — | — | (F3) 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. |
| 7 | Common | Common Stock | 2023-09-08 | G | A | 9,600 | $0.00 | 39,190 | I | — | — | |
| 8 | Common | Common Stock | 2023-01-13 | G | A | 1,660 | $0.00 | 86,660 | 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. |
| 9 | Common | Common Stock | 2023-01-13 | G | A | 1,646 | $0.00 | 29,590 | 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. |
| 10 | Common | Common Stock | 2023-03-15 | G | D | 31,644 | $0.00 | 27,101 | D Cove Hollow Lane I, LLC | — | — | (F3) 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. |
| 11 | Common | Common Stock | 2023-03-15 | G | A | 31,644 | $0.00 | 50,760 | I Cove Hollow Lane II, LLC | — | — | |
| 12 | Common | Common Stock | 2023-09-08 | G | D | 20,200 | $0.00 | 30,560 | I | — | — | |
| 13 | Common | Common Stock | 2023-09-08 | G | A | 10,600 | $0.00 | 97,260 | I | — | — | |
| 14 | Common | Common Stock | 2023-01-13 | G | D | 3,306 | $0.00 | 19,116 | I Cove Hollow Lane II, LLC | — | — |