Joseph D Margolis
Insider
First SEC filing: June 14, 2005 · Latest: Feb. 1, 2022
Insider at
Insider transactions
0 buys (P)
1 sells (S)
Net: $-1,065,600
Price change vs current quote, split-adjusted for corporate actions since the filing — not benchmarked, not annualized, not size-weighted
| Date | Ticker | Code | Shares | Price | Value | Owned after | Δ own | A/D | vs now |
|---|---|---|---|---|---|---|---|---|---|
| Aug. 4, 2026 | EXR | G | 13,503 | · | · | 83,757 Indirect | -13.88% | Disposed | (price as of 2026-10-02) |
| Aug. 4, 2026 | EXR | G | 13,503 | · | · | 79,998 Indirect | +20.31% | Acquired | (price as of 2026-10-02) |
| May 7, 2026 | INVH | A | 6,559 | · | · | 38,474 Direct | +20.55% | Acquired | (price as of 2026-10-02) |
| March 13, 2026 | EXR | S 10b5-1 | 7,500 | $142.08 | $1,065,600 | 66,495 Indirect | -10.14% | Disposed | -6.2% (price as of 2026-10-02) |
| March 6, 2026 | EXR | G | 14,452 | · | · | 40,840 Direct | -26.14% | Disposed | (price as of 2026-10-02) |
| March 6, 2026 | EXR | G | 14,452 | · | · | 73,995 Indirect | +24.27% | Acquired | (price as of 2026-10-02) |
| March 1, 2026 | EXR | A | 6,898 | $151.03 | $1,041,805 | 43,808 Direct | +18.69% | Acquired | -11.8% (price as of 2026-10-02) |
| March 1, 2026 | EXR | A | 17,381 | $151.03 | $2,625,052 | 61,189 Direct | +39.68% | Acquired | -11.8% (price as of 2026-10-02) |
| March 1, 2026 | EXR | F | 1,065 | $151.03 | $160,847 | 60,124 Direct | -1.74% | Disposed | -11.8% (price as of 2026-10-02) |
| March 1, 2026 | EXR | F | 1,264 | $151.03 | $190,902 | 58,860 Direct | -2.10% | Disposed | -11.8% (price as of 2026-10-02) |
| March 1, 2026 | EXR | F | 1,682 | $151.03 | $254,032 | 57,178 Direct | -2.86% | Disposed | -11.8% (price as of 2026-10-02) |
| March 1, 2026 | EXR | F | 1,886 | $151.03 | $284,843 | 55,292 Direct | -3.30% | Disposed | -11.8% (price as of 2026-10-02) |
| Nov. 6, 2025 | EXR | G | 7,692 | · | · | 12,068 Indirect | -38.93% | Disposed | (price as of 2026-10-02) |
| Oct. 1, 2025 | EXR | S 10b5-1 | 7,500 | $141.41 | $1,060,575 | 19,760 Indirect | -27.51% | Disposed | -5.8% (price as of 2026-10-02) |
| July 1, 2025 | EXR | S 10b5-1 | 7,500 | $150.35 | $1,127,625 | 27,260 Indirect | -21.58% | Disposed | -11.4% (price as of 2026-10-02) |
| May 15, 2025 | INVH | A | 5,584 | · | · | 31,915 Direct | +21.21% | Acquired | (price as of 2026-10-02) |
| April 1, 2025 | EXR | S 10b5-1 | 7,500 | $147.45 | $1,105,875 | 9,190 Indirect | -44.94% | Disposed | -9.6% (price as of 2026-10-02) |
| March 13, 2025 | EXR | G | 17,184 | · | · | 36,910 Direct | -31.77% | Disposed | (price as of 2026-10-02) |
| March 13, 2025 | EXR | G | 17,184 | · | · | 59,543 Indirect | +40.57% | Acquired | (price as of 2026-10-02) |
| March 1, 2025 | EXR | A | 10,535 | $152.56 | $1,607,220 | 71,194 Direct | +17.37% | Acquired | -12.7% (price as of 2026-10-02) |
| March 1, 2025 | EXR | A | 17,206 | $152.56 | $2,624,947 | 88,400 Direct | +24.17% | Acquired | -12.7% (price as of 2026-10-02) |
| March 1, 2025 | EXR | F | 1,066 | $152.56 | $162,629 | 87,334 Direct | -1.21% | Disposed | -12.7% (price as of 2026-10-02) |
| March 1, 2025 | EXR | F | 1,265 | $152.56 | $192,988 | 86,069 Direct | -1.45% | Disposed | -12.7% (price as of 2026-10-02) |
| March 1, 2025 | EXR | F | 1,684 | $152.56 | $256,911 | 84,385 Direct | -1.96% | Disposed | -12.7% (price as of 2026-10-02) |
| Feb. 18, 2025 | EXR | F | 1,206 | $154.92 | $186,834 | 60,659 Direct | -1.95% | Disposed | -14.0% (price as of 2026-10-02) |
| Jan. 2, 2025 | EXR | S 10b5-1 | 7,500 | $148.01 | $1,110,075 | 16,690 Indirect | -31.00% | Disposed | -10.0% (price as of 2026-10-02) |
| Oct. 1, 2024 | EXR | S 10b5-1 | 7,500 | $178.52 | $1,338,900 | 24,190 Indirect | -23.67% | Disposed | -25.4% (price as of 2026-10-02) |
| July 1, 2024 | EXR | S 10b5-1 | 7,500 | $152.58 | $1,144,350 | 31,690 Indirect | -19.14% | Disposed | -12.7% (price as of 2026-10-02) |
| May 15, 2024 | INVH | A | 5,330 | · | · | 26,331 Direct | +25.38% | Acquired | (price as of 2026-10-02) |
| March 11, 2024 | EXR | G | 30,291 | · | · | 54,094 Direct | -35.90% | Disposed | (price as of 2026-10-02) |
| March 11, 2024 | EXR | G | 30,291 | · | · | 42,359 Indirect | +251.00% | Acquired | (price as of 2026-10-02) |
| March 1, 2024 | EXR | A | 24,242 | $143.36 | $3,475,333 | 48,872 Direct | +98.42% | Acquired | -7.1% (price as of 2026-10-02) |
| March 1, 2024 | EXR | A | 15,346 | $143.36 | $2,200,003 | 64,218 Direct | +31.40% | Acquired | -7.1% (price as of 2026-10-02) |
| March 1, 2024 | EXR | F | 1,076 | $143.36 | $154,255 | 63,142 Direct | -1.68% | Disposed | -7.1% (price as of 2026-10-02) |
| March 1, 2024 | EXR | F | 1,277 | $143.36 | $183,071 | 61,865 Direct | -2.02% | Disposed | -7.1% (price as of 2026-10-02) |
| Feb. 16, 2024 | EXR | F | 1,204 | $141.57 | $170,450 | 24,630 Direct | -4.66% | Disposed | -5.9% (price as of 2026-10-02) |
| Feb. 12, 2024 | EXR | F | 1,267 | $142.02 | $179,939 | 25,834 Direct | -4.68% | Disposed | -6.2% (price as of 2026-10-02) |
| Nov. 13, 2023 | EXR | P | 4,200 | $118.21 | $496,482 | 31,301 Direct | +15.50% | Acquired | 12.7% (price as of 2026-10-02) |
| Sept. 8, 2023 | EXR | G | 20,200 | · | · | 30,560 Indirect | -39.80% | Disposed | (price as of 2026-10-02) |
| Sept. 8, 2023 | EXR | G | 10,600 | · | · | 97,260 Indirect | +12.23% | Acquired | (price as of 2026-10-02) |
| Sept. 8, 2023 | EXR | G | 9,600 | · | · | 39,190 Indirect | +32.44% | Acquired | (price as of 2026-10-02) |
| May 17, 2023 | INVH | A | 5,655 | · | · | 21,001 Direct | +36.85% | Acquired | (price as of 2026-10-02) |
| April 4, 2023 | EXR | S 10b5-1 | 5,000 | $160.07 | $800,350 | 15,144 Indirect | -24.82% | Disposed | -16.8% (price as of 2026-10-02) |
| March 15, 2023 | EXR | G | 31,644 | · | · | 27,101 Direct | -53.87% | Disposed | (price as of 2026-10-02) |
| March 15, 2023 | EXR | G | 31,644 | · | · | 50,760 Indirect | +165.54% | Acquired | (price as of 2026-10-02) |
| March 5, 2023 | EXR | F | 1,439 | $169.11 | $243,349 | 93,967 Direct | -1.51% | Disposed | -21.2% (price as of 2026-10-02) |
| March 1, 2023 | EXR | A | 11,533 | $163.66 | $1,887,491 | 96,480 Direct | +13.58% | Acquired | -18.6% (price as of 2026-10-02) |
| March 1, 2023 | EXR | F | 1,074 | $163.66 | $175,771 | 95,406 Direct | -1.11% | Disposed | -18.6% (price as of 2026-10-02) |
| Feb. 16, 2023 | EXR | F | 1,202 | $158.84 | $190,926 | 84,947 Direct | -1.40% | Disposed | -16.1% (price as of 2026-10-02) |
| Feb. 13, 2023 | EXR | F | 1,274 | $162.17 | $206,605 | 60,761 Direct | -2.05% | Disposed | -17.8% (price as of 2026-10-02) |
| Jan. 13, 2023 | EXR | G | 3,306 | · | · | 19,116 Indirect | -14.74% | Disposed | (price as of 2026-10-02) |
| Jan. 13, 2023 | EXR | G | 1,660 | · | · | 86,660 Indirect | +1.95% | Acquired | (price as of 2026-10-02) |
| Jan. 13, 2023 | EXR | G | 1,646 | · | · | 29,590 Indirect | +5.89% | Acquired | (price as of 2026-10-02) |
| May 17, 2022 | INVH | A | 4,614 | · | · | 15,346 Direct | +42.99% | Acquired | (price as of 2026-10-02) |
| April 1, 2022 | EXR | S 10b5-1 | 5,000 | $208.34 | $1,041,700 | 20,144 Indirect | -19.89% | Disposed | -36.0% (price as of 2026-10-02) |
| March 16, 2022 | EXR | G | 1,806 | · | · | 58,745 Direct | -2.98% | Disposed | (price as of 2026-10-02) |
| March 16, 2022 | EXR | G | 1,806 | · | · | 35,222 Indirect | +5.40% | Acquired | (price as of 2026-10-02) |
| March 16, 2022 | EXR | G | 12,800 | · | · | 22,422 Indirect | -36.34% | Disposed | (price as of 2026-10-02) |
| March 16, 2022 | EXR | G | 12,800 | · | · | 27,944 Indirect | +84.52% | Acquired | (price as of 2026-10-02) |
| March 11, 2022 | EXR | G | 33,416 | · | · | 60,551 Direct | -35.56% | Disposed | (price as of 2026-10-02) |
| March 11, 2022 | EXR | G | 33,416 | · | · | 33,416 Indirect | · | Acquired | (price as of 2026-10-02) |
| March 7, 2022 | EXR | F | 1,450 | $200.52 | $290,754 | 62,035 Direct | -2.28% | Disposed | -33.5% (price as of 2026-10-02) |
| Feb. 17, 2022 | EXR | F | 1,221 | $188.34 | $229,963 | 63,485 Direct | -1.89% | Disposed | -29.3% (price as of 2026-10-02) |
| Feb. 17, 2022 | EXR | F | 23,840 | $188.34 | $4,490,026 | 64,706 Direct | -26.92% | Disposed | -29.3% (price as of 2026-10-02) |
| Feb. 15, 2022 | EXR | F | 1,621 | $196.15 | $317,959 | 88,546 Direct | -1.80% | Disposed | -32.1% (price as of 2026-10-02) |
| Feb. 14, 2022 | EXR | F | 1,276 | $196.87 | $251,206 | 90,167 Direct | -1.40% | Disposed | -32.3% (price as of 2026-10-02) |
| Feb. 14, 2022 | EXR | A | 9,719 | $194.21 | $1,887,527 | 91,443 Direct | +11.89% | Acquired | -31.4% (price as of 2026-10-02) |
| Feb. 14, 2022 | EXR | A | 52,176 | $194.21 | $10,133,101 | 81,724 Direct | +176.58% | Acquired | -31.4% (price as of 2026-10-02) |
| Jan. 3, 2022 | EXR | S 10b5-1 | 3,750 | $219.25 | $822,188 | 85,000 Indirect | -4.23% | Disposed | -39.2% (price as of 2026-10-02) |
| Oct. 1, 2021 | EXR | S 10b5-1 | 3,750 | $168.81 | $633,038 | 88,750 Indirect | -4.05% | Disposed | -21.1% (price as of 2026-10-02) |
| July 1, 2021 | EXR | S 10b5-1 | 3,750 | $164.89 | $618,338 | 92,500 Indirect | -3.90% | Disposed | -19.2% (price as of 2026-10-02) |
| May 19, 2021 | INVH | A | 4,863 | · | · | 10,732 Direct | +82.86% | Acquired | (price as of 2026-10-02) |
| April 1, 2021 | EXR | S 10b5-1 | 3,750 | $134.24 | $503,400 | 96,250 Indirect | -3.75% | Disposed | -0.7% (price as of 2026-10-02) |
| March 15, 2021 | EXR | M | 6,000 | $85.99 | $515,940 | 0 Direct | -100.00% | Disposed | 55.0% (price as of 2026-10-02) |
| March 15, 2021 | EXR | M | 50,000 | $73.52 | $3,676,000 | 6,000 Direct | -89.29% | Disposed | 81.2% (price as of 2026-10-02) |
| March 15, 2021 | EXR | S | 56,000 | $132.69 | $7,430,640 | 52,492 Direct | -51.62% | Disposed | 0.4% (price as of 2026-10-02) |
| March 15, 2021 | EXR | M | 6,000 | $85.99 | $515,940 | 108,492 Direct | +5.85% | Acquired | 55.0% (price as of 2026-10-02) |
| March 15, 2021 | EXR | M | 50,000 | $73.52 | $3,676,000 | 102,492 Direct | +95.25% | Acquired | 81.2% (price as of 2026-10-02) |
| March 8, 2021 | EXR | F | 1,451 | $124.50 | $180,650 | 52,492 Direct | -2.69% | Disposed | 7.0% (price as of 2026-10-02) |
| Feb. 18, 2021 | EXR | F | 10,874 | $117.17 | $1,274,107 | 53,943 Direct | -16.78% | Disposed | 13.7% (price as of 2026-10-02) |
| Feb. 16, 2021 | EXR | F | 1,281 | $116.80 | $149,621 | 32,728 Direct | -3.77% | Disposed | 14.1% (price as of 2026-10-02) |
| Feb. 16, 2021 | EXR | F | 1,622 | $116.80 | $189,450 | 31,106 Direct | -4.96% | Disposed | 14.1% (price as of 2026-10-02) |
| Feb. 16, 2021 | EXR | F | 1,703 | $116.80 | $198,910 | 29,403 Direct | -5.47% | Disposed | 14.1% (price as of 2026-10-02) |
| Feb. 16, 2021 | EXR | A | 24,534 | $117.19 | $2,875,139 | 53,937 Direct | +83.44% | Acquired | 13.7% (price as of 2026-10-02) |
| Feb. 16, 2021 | EXR | A | 10,880 | $117.19 | $1,275,027 | 64,817 Direct | +20.17% | Acquired | 13.7% (price as of 2026-10-02) |
| Dec. 23, 2020 | EXR | S 10b5-1 | 2,500 | $115.10 | $287,750 | 115,300 Direct | -2.12% | Disposed | 15.8% (price as of 2026-10-02) |
| Sept. 23, 2020 | EXR | S 10b5-1 | 2,500 | $106.74 | $266,850 | 117,800 Direct | -2.08% | Disposed | 24.8% (price as of 2026-10-02) |
| June 23, 2020 | EXR | S 10b5-1 | 2,500 | $93.24 | $233,100 | 120,300 Direct | -2.04% | Disposed | 42.9% (price as of 2026-10-02) |
| May 20, 2020 | INVH | A | 5,869 | · | · | 5,869 Direct | · | Acquired | (price as of 2026-10-02) |
| March 25, 2020 | EXR | S 10b5-1 | 202 | $80.00 | $16,160 | 122,800 Direct | -0.16% | Disposed | 66.6% (price as of 2026-10-02) |
| March 23, 2020 | EXR | S 10b5-1 | 2,298 | $80.00 | $183,840 | 123,002 Direct | -1.83% | Disposed | 66.6% (price as of 2026-10-02) |
| March 5, 2020 | EXR | F | 1,474 | $108.28 | $159,605 | 125,300 Direct | -1.16% | Disposed | 23.1% (price as of 2026-10-02) |
| Feb. 24, 2020 | EXR | F | 881 | $108.92 | $95,959 | 126,774 Direct | -0.69% | Disposed | 22.3% (price as of 2026-10-02) |
| Feb. 18, 2020 | EXR | F | 1,622 | $115.62 | $187,536 | 127,655 Direct | -1.25% | Disposed | 15.2% (price as of 2026-10-02) |
| Feb. 18, 2020 | EXR | F | 1,703 | $115.62 | $196,901 | 129,277 Direct | -1.30% | Disposed | 15.2% (price as of 2026-10-02) |
| Feb. 13, 2020 | EXR | F | 10,779 | $112.32 | $1,210,697 | 130,980 Direct | -7.60% | Disposed | 18.6% (price as of 2026-10-02) |
| Feb. 12, 2020 | EXR | A | 24,171 | $112.16 | $2,711,019 | 141,759 Direct | +20.56% | Acquired | 18.8% (price as of 2026-10-02) |
| Feb. 12, 2020 | EXR | A | 11,356 | $112.16 | $1,273,689 | 117,588 Direct | +10.69% | Acquired | 18.8% (price as of 2026-10-02) |
| Jan. 2, 2020 | EXR | S 10b5-1 | 2,500 | $104.92 | $262,300 | 106,232 Direct | -2.30% | Disposed | 27.0% (price as of 2026-10-02) |
| Oct. 1, 2019 | EXR | S 10b5-1 | 2,500 | $114.44 | $286,100 | 108,732 Direct | -2.25% | Disposed | 16.4% (price as of 2026-10-02) |
Showing latest 100 of 132 transactions
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 | $132.69 | Feb. 22, 2026 | 6,000 | Disposed |
| March 15, 2021 | EXR | Stock Options | Common Stock | $73.52 | Aug. 1, 2025 | 50,000 | Disposed |
| Feb. 22, 2016 | EXR | Stock Options | Common Stock | $85.99 | Feb. 22, 2026 | 6,000 | Acquired |
| Aug. 1, 2015 | EXR | Stock Options | Common Stock | $73.52 | Aug. 1, 2025 | 50,000 | Acquired |
| Aug. 1, 2011 | EXR | Stock Options | Common Stock | · | · | 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.