Margolis Joseph D — SEC Form 4 filings
SEC reporting owner CIK 1330121. 18 Form 4 filings on record with FilingPulse; latest filed 2026-08-05.
Transaction summary — filings shown
Covers all 18 filings on record, filed 2024-02-14 to 2026-08-05. Counts and totals are arithmetic on values as filed — descriptive data, not a recommendation.
- Open-market purchases (code P, non-derivative): none reported.
- Open-market sales (code S, non-derivative): 7 legs across 7 filings — 52,500 shares, $7,953,000 total (shares × price as filed).
- Other reported legs (grants, option exercises, tax withholding, gifts, derivative-security transactions, …): 30.
- Largest priced transaction: sale of 7,500 shares @ $178.52 ($1,338,900) in Extra Space Storage Inc., filed 2024-10-03.
By issuer — same filings
Open-market purchase/sale legs on non-derivative securities, grouped by issuer. Role is as filed on the newest filing for that issuer. Dollar totals cover priced legs only (shares × price as filed). Ordered by priced transaction value, largest first.
| Issuer | Role (as filed) | Filings | Purchases (P) | Sales (S) | Other legs |
|---|---|---|---|---|---|
| Extra Space Storage Inc. (EXR) | Chief Executive Officer, Director | 15 | — | 7 legs · 52,500 sh · $7,953,000 | 27 |
| Invitation Homes Inc. (INVH) | Director | 3 | — | — | 3 |
Form 4 filings — Margolis Joseph D
| Filed | Form | Issuer | Reported transactions | Source |
|---|---|---|---|---|
| 2026-08-05 | 4 | Extra Space Storage Inc. (EXR) | Gift (G): 13,503 @ $0 · Gift (G): 13,503 @ $0 | EDGAR |
| 2026-05-11 | 4 | Invitation Homes Inc. (INVH) | Grant/award (A): 6,559 @ $0 | EDGAR |
| 2026-03-16 | 4 | Extra Space Storage Inc. (EXR) | Gift (G): 14,452 @ $0 · Gift (G): 14,452 @ $0 · Sale (S): 7,500 @ $142.08 | EDGAR |
| 2026-03-03 | 4 | Extra Space Storage Inc. (EXR) | Gift (G): 30,291 @ $0 · Gift (G): 30,291 @ $0 · Gift (G): 17,184 @ $0 · Gift (G): 17,184 @ $0 · Grant/award (A): 6,898 @ $151.03 · Grant/award (A): 17,381 @ $151.03 · +4 more | EDGAR |
| 2025-11-07 | 4 | Extra Space Storage Inc. (EXR) | Gift (G): 7,692 @ $0 | EDGAR |
| 2025-10-03 | 4 | Extra Space Storage Inc. (EXR) | Sale (S): 7,500 @ $141.41 | EDGAR |
| 2025-07-03 | 4 | Extra Space Storage Inc. (EXR) | Sale (S): 7,500 @ $150.35 | EDGAR |
| 2025-05-19 | 4 | Invitation Homes Inc. (INVH) | Grant/award (A): 5,584 @ $0 | EDGAR |
| 2025-04-03 | 4 | Extra Space Storage Inc. (EXR) | Sale (S): 7,500 @ $147.45 | EDGAR |
| 2025-03-04 | 4 | Extra Space Storage Inc. (EXR) | Grant/award (A): 10,535 @ $152.56 · Grant/award (A): 17,206 @ $152.56 · Tax withholding (F): 1,066 @ $152.56 · Tax withholding (F): 1,265 @ $152.56 · Tax withholding (F): 1,684 @ $152.56 | EDGAR |
| 2025-02-19 | 4 | Extra Space Storage Inc. (EXR) | Tax withholding (F): 1,206 @ $154.92 | EDGAR |
| 2025-01-06 | 4 | Extra Space Storage Inc. (EXR) | Sale (S): 7,500 @ $148.01 | EDGAR |
| 2024-10-03 | 4 | Extra Space Storage Inc. (EXR) | Sale (S): 7,500 @ $178.52 | EDGAR |
| 2024-07-03 | 4 | Extra Space Storage Inc. (EXR) | Sale (S): 7,500 @ $152.58 | EDGAR |
| 2024-05-17 | 4 | Invitation Homes Inc. (INVH) | Grant/award (A): 5,330 @ $0 | EDGAR |
| 2024-03-05 | 4 | Extra Space Storage Inc. (EXR) | Grant/award (A): 24,242 @ $143.36 · Grant/award (A): 15,346 @ $143.36 · Tax withholding (F): 1,076 @ $143.36 · Tax withholding (F): 1,277 @ $143.36 | EDGAR |
| 2024-02-20 | 4 | Extra Space Storage Inc. (EXR) | Tax withholding (F): 1,204 @ $141.57 | EDGAR |
| 2024-02-14 | 4 | Extra Space Storage Inc. (EXR) | Tax withholding (F): 1,267 @ $142.02 | EDGAR |
FilingPulse's Form 4 archive currently extends back to 2024-01-11 and is expanding backward through EDGAR history — earlier filings by this insider may not be indexed yet. Names and roles are shown as filed.
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