EXR (NYSE) Form 144: Broker-noted proposed sale of restricted/performance shares

Rhea-AI Filing Summary

EXR: Notice of proposed sale of shares under Form 144

The filing lists proposed sales of Common shares tied to restricted stock and performance share awards, with multiple grant dates and discrete lot sizes shown. The broker/filer name and an exchange code (NYSE) appear in the header.

Insights

Securities Compliance Analyst

Routine Form 144 filing reporting proposed dispositions of restricted and performance shares.

The excerpt lists multiple grant dates and share lots for Common stock, identified as restricted stock and performance shares. Form 144 notifies the SEC of an intention to sell and does not itself complete a sale.

Timing, proceeds recipients, and whether sales were completed are not stated in the excerpt; subsequent transaction filings would report execution details.

Key Figures

Header numeric field: 3300 Header numeric field: 495005.28 Header numeric field: 211260936 +5 more

8 metrics

Header numeric field 3300 appears in filer header

Header numeric field 495005.28 appears in filer header

Header numeric field 211260936 appears in filer header

Grant lot 232 shares Restricted Stock dated <date> 03/01/2023

Grant lot 145 shares Restricted Stock dated <date> 03/01/2023

Grant lot 271 shares Restricted Stock dated <date> 02/12/2023

Grant lot 248 shares Restricted Stock dated <date> 02/16/2025

Performance shares lots 862, 846, 696 shares Performance Shares dated <date> 03/01/2024 and 03/01/2025

Key Terms

Form 144, Restricted Stock, Performance Shares

3 terms

Form 144 regulatory

"144: Securities To Be Sold"

Form 144 is a document that investors must file with the government when they plan to sell a large number of shares of a company's stock. It helps ensure transparency so everyone knows how many shares are being sold and when, which can impact the stock's price.

Restricted Stock financial

"Restricted Stock | Issuer | 232 | 03/01/2023"

Shares granted to an individual that carry limits on transfer or sale until certain conditions are met, such as staying with the company for a set time or hitting performance targets. Think of them as a locked gift that gradually opens; for investors they matter because they affect how many shares may enter the market later, signal management incentives and potential dilution, and reveal confidence in future company performance.

Performance Shares financial

"Performance Shares | Issuer | 862 | 03/01/2025"

Performance shares are a type of company stock given to executives or employees that only become theirs if the company meets specific goals, like hitting certain profits or growth targets. They motivate leaders to work toward the company’s success, because their additional shares depend on achieving these results.

AI-generated analysis. How Rhea-AI works. Not financial advice.

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Available on EDGAR 06/11/2026 - 04:17 PM Accepted by SEC EDGAR 06/11/2026 - 04:17 PM Learn about SEC filing dates

FAQ

What does EXR's Form 144 disclose?

It discloses proposed sales of Common shares tied to restricted stock and performance share awards. The filing lists multiple grant dates and per‑lot share counts but does not state whether the sales were executed.

Who is listed as the filer on this EXR Form 144?

The header shows Morgan Stanley Smith Barney LLC Executive Financial Services as a filer/broker address. The excerpt also references NYSE and a date line, indicating the intermediary handling the proposed sale notice.

How many share lots are shown on the EXR excerpt?

The excerpt shows multiple lots with discrete share counts: 232, 145, 271, 248, 862, 846, and 696. These appear tied to specific grant dates and award types.

Does Form 144 mean the shares were sold for EXR?

No. Form 144 is a notice of an intended resale under applicable rules. The excerpt reports proposed dispositions; completed sales would be reported in separate transaction filings with execution details.

Are proceeds or prices disclosed in this EXR excerpt?

The excerpt includes numeric entries but does not present an explicit sale price or proceeds allocation for the proposed disposals. The filing text does not state gross proceeds or per‑share sale prices.

Form 144 Filer Information	UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Form 144 NOTICE OF PROPOSED SALE OF SECURITIES PURSUANT TO RULE 144 UNDER THE SECURITIES ACT OF 1933
FORM 144

144: Filer Information

Filer CIK
Filer CCC
Is this a LIVE or TEST Filing?	LIVE TEST
Submission Contact Information
Name
Phone
E-Mail Address

144: Issuer Information

Name of Issuer

SEC File Number

Address of Issuer

Phone

Name of Person for Whose Account the Securities are To Be Sold

See the definition of "person" in paragraph (a) of Rule 144. Information is to be given not only as to the person for whose account the securities are to be sold but also as to all other persons included in that definition. In addition, information shall be given as to sales by all persons whose sales are required by paragraph (e) of Rule 144 to be aggregated with sales for the account of the person filing this notice.

Relationship to Issuer

144: Securities Information

Title of the Class of Securities To Be Sold	Name and Address of the Broker	Number of Shares or Other Units To Be Sold	Aggregate Market Value	Number of Shares or Other Units Outstanding	Approximate Date of Sale	Name the Securities Exchange
Common	Morgan Stanley Smith Barney LLC Executive Financial Services 1 New York Plaza 8th Floor New York NY 10004	3300	495005.28	211260936	06/11/2026	NYSE

Furnish the following information with respect to the acquisition of the securities to be sold and with respect to the payment of all or any part of the purchase price or other consideration therefor:

144: Securities To Be Sold

Title of the Class	Date you Acquired	Nature of Acquisition Transaction	Name of Person from Whom Acquired	Is this a Gift?	Date Donor Acquired	Amount of Securities Acquired	Date of Payment	Nature of Payment *
Common	03/01/2023	Restricted Stock	Issuer			232	03/01/2023	Not Applicable
Common	03/01/2023	Restricted Stock	Issuer			145	03/01/2023	Not Applicable
Common	02/12/2023	Restricted Stock	Issuer			271	02/12/2023	Not Applicable
Common	02/16/2025	Restricted Stock	Issuer			248	02/16/2025	Not Applicable
Common	03/01/2025	Performance Shares	Issuer			862	03/01/2025	Not Applicable
Common	03/01/2025	Performance Shares	Issuer			846	03/01/2025	Not Applicable
Common	03/01/2024	Performance Shares	Issuer			696	03/01/2024	Not Applicable

* If the securities were purchased and full payment therefor was not made in cash at the time of purchase, explain in the table or in a note thereto the nature of the consideration given. If the consideration consisted of any note or other obligation, or if payment was made in installments describe the arrangement and state when the note or other obligation was discharged in full or the last installment paid.

Furnish the following information as to all securities of the issuer sold during the past 3 months by the person for whose account the securities are to be sold.

144: Securities Sold During The Past 3 Months

Nothing to Report

144: Remarks and Signature

Remarks

Date of Notice

ATTENTION:

The person for whose account the securities to which this notice relates are to be sold hereby represents by signing this notice that he does not know any material adverse information in regard to the current and prospective operations of the Issuer of the securities to be sold which has not been publicly disclosed. If such person has adopted a written trading plan or given trading instructions to satisfy Rule 10b5-1 under the Exchange Act, by signing the form and indicating the date that the plan was adopted or the instruction given, that person makes such representation as of the plan adoption or instruction date.

Signature

ATTENTION: Intentional misstatements or omission of facts constitute Federal Criminal Violations (See 18 U.S.C. 1001)