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Joseph D Margolis

CIK 1330121 · Chief Executive Officer · last filed 2026-08-05

Joseph D Margolis is a Chief Executive Officer who has filed 81 SEC Form 4 insider transactions across 2 companies since 2007. The most recent filing, for EXR, was dated Aug 5, 2026. Across all open-market trades the lifetime net is −$21.9M, making them a net seller over the disclosed history. Current disclosed insider exposure totals $18.9M across reported positions.

"Disclosed insider exposure" sums this person's most-recently-reported share counts across each company they're an insider in, multiplied by the current underlying price. It is not net worth — it misses retail holdings, private investments, real estate, index funds, and any company where the person isn't an SEC-reporting insider. For informational purposes only.

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Disclosed Exposure

$18.87M

Companies

2

Total Filings

81

Lifetime Open-Market Net

-$21.90M

Holdings By Company

Latest on-record share count from this person's most recent non-derivative Form 4 transaction in each company. Disclosed exposure = shares × current underlying price.
Symbol Role Shares Price Disclosed Exposure Lifetime OM Net Filings Latest Filed
EXR Chief Executive Officer 120,838 $146.66 $17.72M -$21.90M 67 2026-08-05
INVH Director 38,474 $29.89 $1.15M $0 7 2026-05-11

Recent Filings

81 filings
Insider activity across all companies, newest first. Form 4 rows are post-trade confirmations (buys, sells, grants, exercises). Notice (144) rows are pre-trade notices of intent to sell restricted or control stock under Rule 144 — they may not all execute. Compare adjacent dates to see which notices became actual sales.
Filed Symbol Action Net Shares Net $ Link
2026-08-05 EXR Gift (G) — $0 EDGAR
2026-05-11 INVH Grant (A) +6,559 $0 EDGAR
2026-03-16 EXR Mixed −7,500 -$1.07M EDGAR
2026-03-13 EXR Notice (144) −7,500 -$1.05M EDGAR
2026-03-03 EXR Mixed +18,382 $2.78M EDGAR
2025-11-07 EXR Gift (G) −7,692 $0 EDGAR
2025-10-03 EXR Sell (S) −7,500 -$1.06M EDGAR
2025-10-01 EXR Notice (144) −7,500 -$1.06M EDGAR
2025-07-03 EXR Sell (S) −7,500 -$1.13M EDGAR
2025-07-01 EXR Notice (144) −7,500 -$1.11M EDGAR
Showing 1–10 of 81
Page 1 of 9
Form 4 codes: P = open-market purchase · S = open-market sale · A = grant/award · M = option exercise · F = tax withholding at vest · G = bona-fide gift · D = disposition to issuer · J = other (see filing footnote). Only P / S codes carry directional signal.
Notice (144 / 144/A): Form 144 is a notice of intent to sell restricted/control stock under Rule 144, filed before the sale; 144/A is an amendment. Many notices are pre-scheduled under Rule 10b5-1 plans. A Form 4 with code S typically follows within a few days when the planned sale executes; missing follow-up Form 4s suggest the notice was cancelled or modified.