Welcome to our dedicated page for Extra Space Storage SEC filings (Ticker: EXR), a comprehensive resource for investors and traders seeking official regulatory documents including 10-K annual reports, 10-Q quarterly earnings, 8-K material events, and insider trading forms.
This page provides access to U.S. Securities and Exchange Commission (SEC) filings for Extra Space Storage Inc. (NYSE: EXR), a self-storage real estate investment trust headquartered in Salt Lake City, Utah. Through these filings, readers can examine the company’s official regulatory disclosures, including current reports, registration statements and other documents that complement its earnings releases and press statements.
Extra Space Storage regularly files Form 8-K current reports to describe material events. Recent 8-K filings referenced in public data include announcements of quarterly and year-to-date financial results, executive leadership changes, senior note offerings, amendments to unsecured credit facilities and updates to tax-related disclosure in a shelf registration statement. These reports often incorporate or reference detailed press releases that discuss funds from operations (FFO), Core FFO, same-store performance, occupancy metrics, acquisitions, bridge loan activity and property management growth.
The company’s operating partnership, Extra Space Storage LP, also appears in filings related to debt securities and credit agreements. For example, Form 8-K filings describe an underwritten public offering of 4.950% senior notes due 2033 and a fourth amended and restated credit agreement providing for a large unsecured revolving credit facility and multiple term loan facilities. These documents outline key terms such as maturity dates, interest rate benchmarks, covenants and guarantees by Extra Space Storage Inc. and certain subsidiaries.
On this page, Stock Titan pairs these filings with AI-powered summaries that highlight the main points of lengthy documents. For current and prospective EXR investors, this can help interpret complex sections on leverage covenants, events of default, unencumbered asset pools, and the relationship between the operating partnership and the REIT. Users can also track executive and governance disclosures filed on Form 8-K, such as promotions of senior officers and changes in responsibilities.
Filings are updated as they are made available on EDGAR, allowing readers to review Extra Space Storage’s regulatory history, financing arrangements and governance developments in one organized location, with AI-generated explanations to clarify technical language.
Extra Space Storage Inc: Amendment No. 20 to a Schedule 13G/A filed by The Vanguard Group reports zero shares beneficially owned of the issuer's common stock and 0% ownership. The filing notes an internal Vanguard realignment effective January 12, 2026, causing disaggregated reporting by subsidiaries.
Extra Space Storage Chief Executive Officer Joseph D. Margolis reported several stock moves involving company common shares. On March 13, 2026, a family trust for which he serves as trustee sold 7,500 shares in an open‑market transaction at $142.08 per share under a pre‑arranged Rule 10b5‑1 trading plan. Following this sale, that trust continues to hold 66,495 shares indirectly.
On March 6, 2026, Margolis reported bona fide gift transfers totaling 28,904 shares, split between his direct holdings and the same family trust, leaving him with 40,840 shares held directly. The filing also lists additional indirect positions of 97,260 shares in Cove Hollow Lane I, LLC and 9,190 shares in Cove Hollow Lane II, LLC, where he disclaims beneficial ownership except for his pecuniary interest.
Extra Space Storage Executive VP and CDO Samrat Sondhi reported equity compensation activity in company common stock. On March 1, 2026, he acquired 1,929 shares at $151.03 per share from performance stock units vesting and 7,151 restricted shares as a grant or award.
The filing also shows tax-withholding dispositions totaling 1,786 shares at $151.03 per share, where shares were withheld by the company to cover tax liabilities tied to vested performance and restricted stock. After these transactions, Sondhi directly held 109,244 shares of Extra Space Storage common stock.
Extra Space Storage EVP & COO Matthew T. Herrington reported equity compensation changes on common stock. On March 1, 2026, he acquired 1,463 and 6,290 shares at $151.03 per share through a grant/award, including PSUs that vested after performance certification and new restricted stock awards.
In several separate transactions the same day, between 155 and 682 shares were disposed in tax-withholding transactions to cover liabilities tied to vested PSUs and restricted stock. Following these moves, he directly owned 23,720 common shares.
Extra Space Storage president William N. Springer reported equity compensation activity in the form of stock awards and related tax withholding. On March 1, 2026, he acquired 2,262 and 7,482 shares of common stock as grant/award acquisitions at $151.03 per share.
Footnotes explain that performance stock units granted on March 1, 2023 vested after the Compensation Committee certified performance on February 10, 2026, with vesting effective March 1, 2026, and that restricted stock awards vest 25% annually over four years. To cover tax liabilities on these vestings, the issuer withheld 145, 309, 401, and 682 shares through tax-withholding dispositions, leaving Springer with 27,932 directly owned shares of common stock after these transactions.
Extra Space Storage EVP and Chief Legal Officer McNeal Gwyn Goodson reported equity compensation activity in company common stock. On March 1, 2026, Goodson acquired 1,239 shares and 3,609 shares of common stock at a reference price of $151.03 per share through grant or award transactions.
According to the footnotes, part of this reflects performance stock units vesting after certification of performance goals and restricted stock awards that vest 25% annually. To cover related tax liabilities, the issuer withheld several small blocks of shares, including 112, 179, 236, 303, and 400 shares. After these transactions, Goodson directly owned 40,674 shares of common stock.
Extra Space Storage Inc. Executive VP and CFO Norman Jeffrey Jay reported an acquisition of 3,443 shares of common stock through a restricted stock award. The award was valued at $151.03 per share on the grant date and increases his directly held stake to 16,928 shares.
The restricted stock vests 25% each year over four years, starting on the first anniversary of the grant date. Because this is an equity grant rather than an open-market purchase, it reflects part of his compensation package and aligns a portion of his pay with the company’s share performance over time.
Extra Space Storage Inc. (EXR) chief accounting officer Grace Kunde reported equity compensation activity involving company common stock. On March 1, 2026, she acquired 1,292 shares of common stock as a grant, award, or other acquisition valued at $151.03 per share. According to the footnotes, these restricted stock awards vest 25% annually over four years, beginning on the first anniversary of the grant date.
On the same date, 117 shares of common stock, at $151.03 per share, were disposed of as a tax-withholding disposition to cover tax liabilities arising from the settlement of vested restricted stock awards. After these transactions, Kunde directly owned 14,922 shares of Extra Space Storage common stock.
Extra Space Storage Inc. Chief Executive Officer Joseph D. Margolis reported multiple equity-related transactions in company common stock. On March 1, 2026, he acquired 6,898 shares and 17,381 shares through grants or awards at a price of $151.03 per share, increasing his directly held shares to 61,189 before tax withholdings.
On the same date, 1,065 shares, 1,264 shares, 1,682 shares, and 1,886 shares were disposed of at $151.03 per share to cover tax liabilities tied to vested performance stock units and restricted stock awards, leaving 55,292 shares directly held. Earlier, on March 13, 2025 and March 11, 2024, there were bona fide gifts of 17,184-share and 30,291-share blocks from both direct holdings and a trust titled “J Margolis & K Margolis TTEE.”
Holdings are also reported indirectly through Cove Hollow Lane I, LLC with 97,260 shares and Cove Hollow Lane II, LLC with 9,190 shares as of March 11, 2024, where Margolis disclaims beneficial ownership except for his pecuniary interest.