Joseph D Margolis
CIK 1330121 · View on SEC EDGAR ↗
Insider
First SEC filing: June 14, 2005 · Latest: Feb. 1, 2022
On this page
- Insider at Companies where this person is a reporting insider.
- Insider transactions Every share this person bought or sold, from Form 4 filings.
- Derivatives Options and other derivative holdings reported by this person.
- Initial holdings The stakes this person held when they first started reporting.
- Compensation Executive pay disclosed in company proxy statements.
Insider at
Insider transactions
0 buys (P)
1 sells (S)
Net:
$-1,060,575
+ 67 non-open-market transactions below
last 12 months, based on the transactions shown below
Price change vs current quote, split-adjusted for corporate actions since the filing — not benchmarked, not annualized, not size-weighted
67 other filings hidden
| Date | Ticker | Code | Shares | Price | Value | Owned after | Δ own | A/D | vs now |
|---|---|---|---|---|---|---|---|---|---|
| Oct. 1, 2025 | EXR | S 10b5-1 | 7,500 | $141.41 | $1,060,575 | 19,760 Indirect | -27.51% | Disposed | 5.5% (price as of 2026-08-19) |
| Jan. 3, 2022 | EXR | S 10b5-1 | 3,750 | $219.25 | $822,188 | 85,000 Indirect | -4.23% | Disposed | -32.0% (price as of 2026-08-19) |
| Oct. 1, 2021 | EXR | S 10b5-1 | 3,750 | $168.81 | $633,038 | 88,750 Indirect | -4.05% | Disposed | -11.6% (price as of 2026-08-19) |
| July 1, 2021 | EXR | S 10b5-1 | 3,750 | $164.89 | $618,338 | 92,500 Indirect | -3.90% | Disposed | -9.5% (price as of 2026-08-19) |
| April 1, 2021 | EXR | S 10b5-1 | 3,750 | $134.24 | $503,400 | 96,250 Indirect | -3.75% | Disposed | 11.1% (price as of 2026-08-19) |
| March 15, 2021 | EXR | S | 56,000 | $132.69 | $7,430,640 | 52,492 Direct | -51.62% | Disposed | 12.4% (price as of 2026-08-19) |
| Dec. 23, 2020 | EXR | S 10b5-1 | 2,500 | $115.10 | $287,750 | 115,300 Direct | -2.12% | Disposed | 29.6% (price as of 2026-08-19) |
| Sept. 23, 2020 | EXR | S 10b5-1 | 2,500 | $106.74 | $266,850 | 117,800 Direct | -2.08% | Disposed | 39.7% (price as of 2026-08-19) |
| June 23, 2020 | EXR | S 10b5-1 | 2,500 | $93.24 | $233,100 | 120,300 Direct | -2.04% | Disposed | 60.0% (price as of 2026-08-19) |
| March 25, 2020 | EXR | S 10b5-1 | 202 | $80.00 | $16,160 | 122,800 Direct | -0.16% | Disposed | 86.4% (price as of 2026-08-19) |
| March 23, 2020 | EXR | S 10b5-1 | 2,298 | $80.00 | $183,840 | 123,002 Direct | -1.83% | Disposed | 86.4% (price as of 2026-08-19) |
| Jan. 2, 2020 | EXR | S 10b5-1 | 2,500 | $104.92 | $262,300 | 106,232 Direct | -2.30% | Disposed | 42.2% (price as of 2026-08-19) |
| Oct. 1, 2019 | EXR | S 10b5-1 | 2,500 | $114.44 | $286,100 | 108,732 Direct | -2.25% | Disposed | 30.3% (price as of 2026-08-19) |
| July 1, 2019 | EXR | S 10b5-1 | 2,500 | $105.01 | $262,525 | 111,232 Direct | -2.20% | Disposed | 42.0% (price as of 2026-08-19) |
| April 1, 2019 | EXR | S 10b5-1 | 2,500 | $100.05 | $250,125 | 113,732 Direct | -2.15% | Disposed | 49.1% (price as of 2026-08-19) |
| Aug. 3, 2015 | EXR | S | 5,000 | $73.50 | $367,500 | 86,350 Direct | -5.47% | Disposed | 102.9% (price as of 2026-08-19) |
| Oct. 31, 2011 | EXR | S | 4,250 | $22.66 | $96,305 | 18,149 Direct | -18.97% | Disposed | 558.2% (price as of 2026-08-19) |
| Nov. 5, 2010 | EXR | S | 15,000 | $17.34 | $260,100 | 18,869 Direct | -44.29% | Disposed | 760.1% (price as of 2026-08-19) |
| July 30, 2010 | EXR | S | 4,000 | — | — | 33,869 Direct | -10.56% | Disposed | (price as of 2026-08-19) |
| Aug. 12, 2009 | EXR | S | 5,000 | $9.72 | $48,600 | 33,179 Direct | -13.10% | Disposed | 1434.5% (price as of 2026-08-19) |
| Oct. 31, 2008 | EXR | P | 15,000 | $10.62 | $159,300 | 28,250 Direct | +113.21% | Acquired | 1304.4% (price as of 2026-08-19) |
| Aug. 1, 2007 | EXR | P | 5,000 | $14.30 | $71,500 | 9,000 Direct | +125.00% | Acquired | 943.0% (price as of 2026-08-19) |
P = Open-market purchase · S = Sale · A = Grant/award · M = Option exercise · G = Gift · F = Tax withholding
Insider transactions are not a recommendation; sales are often driven by liquidity or tax reasons.
Derivative holdings (Form 4 Table II)
Options, RSUs and convertible securities reported on Form 4 Table II.
| Date | Ticker | Security | Underlying | Exercise price | Expiration | Shares | A/D |
|---|---|---|---|---|---|---|---|
| March 15, 2021 | EXR | Stock Options | Common Stock (6,000) | $132.69 | Feb. 22, 2026 | 6,000 | Disposed |
| March 15, 2021 | EXR | Stock Options | Common Stock (50,000) | $73.52 | Aug. 1, 2025 | 50,000 | Disposed |
| Feb. 22, 2016 | EXR | Stock Options | Common Stock (6,000) | $85.99 | Feb. 22, 2026 | 6,000 | Acquired |
| Aug. 1, 2015 | EXR | Stock Options | Common Stock (50,000) | $73.52 | Aug. 1, 2025 | 50,000 | Acquired |
| Aug. 1, 2011 | EXR | Stock Options | Common Stock (35,000) | — | — | 35,000 | Disposed |
Exercise/conversion price is blank when not applicable (e.g. RSUs).
Initial ownership (Form 3) 2 holdings
Securities held when first becoming an insider, per SEC Form 3.
Compensation (DEF 14A)
Matched by name from proxy statements (DEF 14A) — verify against the filing.
| Fiscal year | Salary | Bonus | Stock awards | Option awards | Non-equity incentive | Pension change | Other | Total |
|---|---|---|---|---|---|---|---|---|
| 2015 | $290,000 | — | $4,896,222 | $879,395 | $461,250 | — | $121,457 | $6,648,324 |
Figures from the Summary Compensation Table of the company's proxy statement (DEF 14A). Compensation is not a recommendation.