EXR CEO gifts 7,692 shares; updated holdings disclosed
Extra Space Storage (EXR) CEO and director Joseph D. Margolis reported a Form 4 transaction.
Rhea-AI Filing Summary
Extra Space Storage (EXR) CEO and director Joseph D. Margolis reported a Form 4 transaction. On 11/06/2025, he made a bona fide gift of 7,692 shares of common stock (transaction code G) at a reported price of $0.
After the transaction, reported beneficial holdings were: 12,068 shares indirectly via J Margolis & K Margolis TTEE; 84,385 shares directly; 97,260 shares indirectly via Cove Hollow Lane I, LLC; and 9,190 shares indirectly via Cove Hollow Lane II, LLC. The filing notes that the reporting person controls investment decisions for Cove Hollow Lane I, LLC and disclaims beneficial ownership in the LLC holdings except to the extent of his pecuniary interest.
Positive
- None.
Negative
- None.
Insider Trade Summary
| Type | Security | Shares | Price | Value |
|---|---|---|---|---|
| Gift | Common Stock | 7,692 | $0.00 | $0.00 |
| holding | Common Stock | -- | -- | -- |
| holding | Common Stock | -- | -- | -- |
| holding | Common Stock | -- | -- | -- |
Footnotes (3)
- F1. Shares held in J Margolis & K Margolis TTEE Joseph Daniel Margolis Revocab U/A DTD 05/24/2013.
- F2. The reporting person controls the investment decisions with respect to shares of common stock held by Cove Hollow Lane I, LLC. The reporting person disclaims beneficial ownership in the common stock held by Cove Hollow Lane I, LLC, except to the extent of his pecuniary interest therein.
- F3. The reporting person disclaims beneficial ownership in the common stock held by Cove Hollow Lane II, LLC, except to the extent of his pecuniary interest therein.
FAQ
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What insider transaction did EXR’s CEO report?
What does transaction code G mean on a Form 4?
Did the filing include any beneficial ownership disclaimers?
Who signed the EXR Form 4 and when?
What roles does the reporting person hold at EXR?
AI-generated analysis. How Rhea-AI works. Not financial advice.