Joseph D. Margolis
CIK: 0001330121
Transaction Breakdown
High conviction signal
Position reduction
Derivative conversions
Compensation grants
Gifts, tax withholding, conversions, dispositions to the issuer and other codes
Discretionary Trading P&L
Holdings
Transaction History (29 total)
- Aug 4, 2026EXR
Extra Space Storage Inc.
Gift(G)Indirect13.5K shares- - Aug 4, 2026EXR
Extra Space Storage Inc.
Gift(G)Indirect13.5K shares- - May 7, 2026INVH
Invitation Homes Inc.
Award(A)Direct6.6K shares- - Mar 13, 2026EXR
Extra Space Storage Inc.
Sale(S)Indirect7.5K shares at avg. $142.08$1.1M - Mar 6, 2026EXR
Extra Space Storage Inc.
Gift(G)Direct14.5K shares- - Mar 6, 2026EXR
Extra Space Storage Inc.
Gift(G)Indirect14.5K shares- - Mar 1, 2026EXR
Extra Space Storage Inc.
Tax Payment(F)Direct1.7K shares at avg. $151.03$254K - Mar 1, 2026EXR
Extra Space Storage Inc.
Award(A)Direct6.9K shares at avg. $151.03$1.0M - Mar 1, 2026EXR
Extra Space Storage Inc.
Award(A)Direct17.4K shares at avg. $151.03$2.6M - Mar 1, 2026EXR
Extra Space Storage Inc.
Tax Payment(F)Direct1.1K shares at avg. $151.03$161K - Mar 1, 2026EXR
Extra Space Storage Inc.
Tax Payment(F)Direct1.3K shares at avg. $151.03$191K - Mar 1, 2026EXR
Extra Space Storage Inc.
Tax Payment(F)Direct1.9K shares at avg. $151.03$285K - Nov 6, 2025EXR
Extra Space Storage Inc.
Gift(G)Indirect7.7K shares- - Oct 1, 2025EXR
Extra Space Storage Inc.
Sale(S)Indirect7.5K shares at avg. $141.41$1.1M - Jul 1, 2025EXR
Extra Space Storage Inc.
Sale(S)Indirect7.5K shares at avg. $150.35$1.1M - May 15, 2025INVH
Invitation Homes Inc.
Award(A)Direct5.6K shares- - Apr 1, 2025EXR
Extra Space Storage Inc.
Sale(S)Indirect7.5K shares at avg. $147.45$1.1M - Mar 13, 2025EXR
Extra Space Storage Inc.
Gift(G)Indirect17.2K shares- - Mar 13, 2025EXR
Extra Space Storage Inc.
Gift(G)Direct17.2K shares- - Mar 1, 2025EXR
Extra Space Storage Inc.
Award(A)Direct17.2K shares at avg. $152.56$2.6M - Mar 1, 2025EXR
Extra Space Storage Inc.
Tax Payment(F)Direct1.7K shares at avg. $152.56$257K - Mar 1, 2025EXR
Extra Space Storage Inc.
Tax Payment(F)Direct1.3K shares at avg. $152.56$193K - Mar 1, 2025EXR
Extra Space Storage Inc.
Tax Payment(F)Direct1.1K shares at avg. $152.56$163K - Mar 1, 2025EXR
Extra Space Storage Inc.
Award(A)Direct10.5K shares at avg. $152.56$1.6M - Feb 18, 2025EXR
Extra Space Storage Inc.
Tax Payment(F)Direct1.2K shares at avg. $154.92$187K
| Type | Shares | Price | Ownership | |||
|---|---|---|---|---|---|---|
| Aug 4, 2026 | EXR Extra Space Storage Inc. | Gift(G) | 13,503 | - | $0 | Indirect |
| Aug 4, 2026 | EXR Extra Space Storage Inc. | Gift(G) | 13,503 | - | $0 | Indirect |
| May 7, 2026 | INVH Invitation Homes Inc. | Award(A) | 6,559 | - | $0 | Direct |
| Mar 13, 2026 | EXR Extra Space Storage Inc. | Sale(S) | 7,500 | $142.08 | $1,065,600 | Indirect |
| Mar 6, 2026 | EXR Extra Space Storage Inc. | Gift(G) | 14,452 | - | $0 | Direct |
| Mar 6, 2026 | EXR Extra Space Storage Inc. | Gift(G) | 14,452 | - | $0 | Indirect |
| Mar 1, 2026 | EXR Extra Space Storage Inc. | Tax Payment(F) | 1,682 | $151.03 | $254,032 | Direct |
| Mar 1, 2026 | EXR Extra Space Storage Inc. | Award(A) | 6,898 | $151.03 | $1,041,805 | Direct |
| Mar 1, 2026 | EXR Extra Space Storage Inc. | Award(A) | 17,381 | $151.03 | $2,625,052 | Direct |
| Mar 1, 2026 | EXR Extra Space Storage Inc. | Tax Payment(F) | 1,065 | $151.03 | $160,847 | Direct |
| Mar 1, 2026 | EXR Extra Space Storage Inc. | Tax Payment(F) | 1,264 | $151.03 | $190,902 | Direct |
| Mar 1, 2026 | EXR Extra Space Storage Inc. | Tax Payment(F) | 1,886 | $151.03 | $284,843 | Direct |
| Nov 6, 2025 | EXR Extra Space Storage Inc. | Gift(G) | 7,692 | - | - | Indirect |
| Oct 1, 2025 | EXR Extra Space Storage Inc. | Sale(S) | 7,500 | $141.41 | $1,060,575 | Indirect |
| Jul 1, 2025 | EXR Extra Space Storage Inc. | Sale(S) | 7,500 | $150.35 | $1,127,625 | Indirect |
| May 15, 2025 | INVH Invitation Homes Inc. | Award(A) | 5,584 | - | - | Direct |
| Apr 1, 2025 | EXR Extra Space Storage Inc. | Sale(S) | 7,500 | $147.45 | $1,105,875 | Indirect |
| Mar 13, 2025 | EXR Extra Space Storage Inc. | Gift(G) | 17,184 | - | $0 | Indirect |
| Mar 13, 2025 | EXR Extra Space Storage Inc. | Gift(G) | 17,184 | - | $0 | Direct |
| Mar 1, 2025 | EXR Extra Space Storage Inc. | Award(A) | 17,206 | $152.56 | $2,624,947 | Direct |
| Mar 1, 2025 | EXR Extra Space Storage Inc. | Tax Payment(F) | 1,684 | $152.56 | $256,911 | Direct |
| Mar 1, 2025 | EXR Extra Space Storage Inc. | Tax Payment(F) | 1,265 | $152.56 | $192,988 | Direct |
| Mar 1, 2025 | EXR Extra Space Storage Inc. | Tax Payment(F) | 1,066 | $152.56 | $162,629 | Direct |
| Mar 1, 2025 | EXR Extra Space Storage Inc. | Award(A) | 10,535 | $152.56 | $1,607,220 | Direct |
| Feb 18, 2025 | EXR Extra Space Storage Inc. | Tax Payment(F) | 1,206 | $154.92 | $186,834 | Direct |
1-25 of 29 transactions
About Margolis Joseph D
Margolis Joseph D (SEC CIK 0001330121) files insider reports with the SEC as Chief Executive Officer of Extra Space Storage Inc. (EXR) and Director of Invitation Homes Inc. (INVH).
Signal8 holds 13 ownership filings by Margolis Joseph D, all Form 4s, filed between Oct 3, 2024 and Aug 5, 2026. Those filings report 29 transactions, from Mar 11, 2024 to Aug 4, 2026. Signal8's Form 4 history starts in Sep 2024.
The business address on Margolis Joseph D's filings is in SALT LAKE CITY, UT.
Recent filings by Margolis Joseph D
- Aug 4, 2026: Gifts of EXR shares (2 lines, Form 4, code G).
- May 7, 2026: Grant or award of INVH shares (Form 4, code A).
- Mar 13, 2026: Open-market sale of EXR shares (Form 4, code S).
- Mar 6, 2026: Gifts of EXR shares (2 lines, Form 4, code G).
- Mar 1, 2026: Tax withholding of EXR shares (Form 4, code F).
Other insiders filing for Extra Space Storage Inc. (EXR)
- Dickens Zachary T, EVP, Chief Investment Officer
- Springer William N, President
- Norman Jeffrey Jay, Executive VP and CFO
- McNeal Gwyn Goodson, EVP/Chief Legal Officer
- Woolley Kenneth M., Director
- PITTMAN RAYMOND J, Director