Joseph D Margolis
CIK 1330121 · Chief Executive Officer · last filed 2026-05-11
"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
$21.94M
Companies
2
Total Filings
73
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.
Recent Filings · Page 2 of 8
73 filingsForm 4 transactions across all companies, newest first.
| Filed | Symbol | Action | Net Shares | Net $ | Link |
|---|---|---|---|---|---|
| 2025-01-06 | EXR | Sell (S) | −7,500 | -$1.11M | EDGAR |
| 2024-10-03 | EXR | Sell (S) | −7,500 | -$1.34M | EDGAR |
| 2024-07-03 | EXR | Sell (S) | −7,500 | -$1.14M | EDGAR |
| 2024-05-17 | INVH | Grant (A) | +5,330 | $0 | EDGAR |
| 2024-03-05 | EXR | Mixed | +37,235 | $5.34M | EDGAR |
| 2024-02-20 | EXR | Tax (F) | −1,204 | -$170.5K | EDGAR |
| 2024-02-14 | EXR | Tax (F) | −1,267 | -$179.9K | EDGAR |
| 2023-11-13 | EXR | Buy (P) | +4,200 | $496.5K | EDGAR |
| 2023-09-12 | EXR | Gift (G) | — | $0 | EDGAR |
| 2023-05-18 | INVH | Grant (A) | +5,655 | $0 | EDGAR |
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.