SEC CIK 1330121
Margolis Joseph D
Reported ownership across 1 company, sourced from SEC Form 4 filings and updated daily.
Current Positions
| Company | Shares Owned | As Of |
|---|---|---|
| EXRview stock → | 79,998 | 2026-08-04 |
Position History — EXR
Reported shares owned immediately after each Form 4 transaction, over time.
Recent Filings — EXR
| Date | Activity | Shares | Price | Owned After |
|---|---|---|---|---|
| 2026-08-04 | Gift | 13,503 | $0.00 | 79,998 |
| 2026-08-04 | Gift | 13,503 | $0.00 | 83,757 |
| 2026-03-13 | Open-market sale | 7,500 | $142.08 | 66,495 |
| 2026-03-06 | Gift | 14,452 | $0.00 | 73,995 |
| 2026-03-06 | Gift | 14,452 | $0.00 | 40,840 |
| 2026-03-01 | Tax withholding | 1,886 | $151.03 | 55,292 |
| 2026-03-01 | Tax withholding | 1,682 | $151.03 | 57,178 |
| 2026-03-01 | Tax withholding | 1,264 | $151.03 | 58,860 |
| 2026-03-01 | Tax withholding | 1,065 | $151.03 | 60,124 |
| 2026-03-01 | Grant / award | 17,381 | $151.03 | 61,189 |
| 2026-03-01 | Grant / award | 6,898 | $151.03 | 43,808 |
| 2025-11-06 | Gift | 7,692 | $0.00 | 12,068 |
| 2025-10-01 | Open-market sale | 7,500 | $141.41 | 19,760 |
| 2025-07-01 | Open-market sale | 7,500 | $150.35 | 27,260 |
| 2025-04-01 | Open-market sale | 7,500 | $147.45 | 9,190 |
| 2025-03-13 | Gift | 17,184 | $0.00 | 59,543 |
| 2025-03-13 | Gift | 17,184 | $0.00 | 36,910 |
| 2025-03-01 | Tax withholding | 1,265 | $152.56 | 86,069 |
| 2025-03-01 | Grant / award | 17,206 | $152.56 | 88,400 |
| 2025-03-01 | Grant / award | 10,535 | $152.56 | 71,194 |
| 2025-03-01 | Tax withholding | 1,066 | $152.56 | 87,334 |
| 2025-03-01 | Tax withholding | 1,684 | $152.56 | 84,385 |
| 2025-02-18 | Tax withholding | 1,206 | $154.92 | 60,659 |
| 2025-01-02 | Open-market sale | 7,500 | $148.01 | 16,690 |
| 2024-10-01 | Open-market sale | 7,500 | $178.52 | 24,190 |
| 2024-07-01 | Open-market sale | 7,500 | $152.58 | 31,690 |
| 2024-03-11 | Gift | 30,291 | $0.00 | 42,359 |
| 2024-03-11 | Gift | 30,291 | $0.00 | 54,094 |
| 2024-03-01 | Tax withholding | 1,277 | $143.36 | 61,865 |
| 2024-03-01 | Grant / award | 24,242 | $143.36 | 48,872 |
| 2024-03-01 | Grant / award | 15,346 | $143.36 | 64,218 |
| 2024-03-01 | Tax withholding | 1,076 | $143.36 | 63,142 |
| 2024-02-16 | Tax withholding | 1,204 | $141.57 | 24,630 |
| 2024-02-12 | Tax withholding | 1,267 | $142.02 | 25,834 |
| 2023-11-13 | Open-market buy | 4,200 | $118.21 | 31,301 |
| 2023-09-08 | Gift | 10,600 | $0.00 | 97,260 |
| 2023-09-08 | Gift | 20,200 | $0.00 | 30,560 |
| 2023-09-08 | Gift | 9,600 | $0.00 | 39,190 |
| 2023-04-04 | Open-market sale | 5,000 | $160.07 | 15,144 |
| 2023-03-15 | Gift | 31,644 | $0.00 | 50,760 |
| 2023-03-15 | Gift | 31,644 | $0.00 | 27,101 |
| 2023-03-05 | Tax withholding | 1,439 | $169.11 | 93,967 |
| 2023-03-01 | Grant / award | 11,533 | $163.66 | 96,480 |
| 2023-03-01 | Tax withholding | 1,074 | $163.66 | 95,406 |
| 2023-02-16 | Tax withholding | 1,202 | $158.84 | 84,947 |
| 2023-02-15 | Grant / award | 25,388 | $162.18 | 86,149 |
| 2023-02-13 | Tax withholding | 1,274 | $162.17 | 60,761 |
| 2023-01-13 | Gift | 3,306 | $0.00 | 19,116 |
| 2023-01-13 | Gift | 1,646 | $0.00 | 29,590 |
| 2023-01-13 | Gift | 1,660 | $0.00 | 86,660 |
| 2022-04-01 | Open-market sale | 5,000 | $208.34 | 20,144 |
| 2022-03-16 | Gift | 12,800 | $0.00 | 27,944 |
| 2022-03-16 | Gift | 12,800 | $0.00 | 22,422 |
| 2022-03-16 | Gift | 1,806 | $0.00 | 35,222 |
| 2022-03-16 | Gift | 1,806 | $0.00 | 58,745 |
| 2022-03-11 | Gift | 33,416 | $0.00 | 33,416 |
| 2022-03-11 | Gift | 33,416 | $0.00 | 60,551 |
| 2022-03-07 | Tax withholding | 1,450 | $200.52 | 62,035 |
| 2022-02-17 | Tax withholding | 23,840 | $188.34 | 64,706 |
| 2022-02-17 | Tax withholding | 1,221 | $188.34 | 63,485 |
| 2022-02-15 | Tax withholding | 1,621 | $196.15 | 88,546 |
| 2022-02-14 | Grant / award | 52,176 | $194.21 | 81,724 |
| 2022-02-14 | Grant / award | 9,719 | $194.21 | 91,443 |
| 2022-02-14 | Tax withholding | 1,276 | $196.87 | 90,167 |
| 2022-01-03 | Open-market sale | 3,750 | $219.25 | 85,000 |
| 2021-10-01 | Open-market sale | 3,750 | $168.81 | 88,750 |
| 2021-07-01 | Open-market sale | 3,750 | $164.89 | 92,500 |
| 2021-04-01 | Open-market sale | 3,750 | $134.24 | 96,250 |
| 2021-03-15 | Option exercise (derivative) | 50,000 | $73.52 | 6,000 |
| 2021-03-15 | Option exercise (derivative) | 6,000 | $85.99 | 0 |
| 2021-03-15 | Option exercise | 50,000 | $73.52 | 102,492 |
| 2021-03-15 | Option exercise | 6,000 | $85.99 | 108,492 |
| 2021-03-15 | Open-market sale | 56,000 | $132.69 | 52,492 |
| 2021-03-08 | Tax withholding | 1,451 | $124.50 | 52,492 |
| 2021-02-18 | Tax withholding | 10,874 | $117.17 | 53,943 |
| 2021-02-16 | Tax withholding | 1,281 | $116.80 | 32,728 |
| 2021-02-16 | Tax withholding | 1,622 | $116.80 | 31,106 |
| 2021-02-16 | Tax withholding | 1,703 | $116.80 | 29,403 |
| 2021-02-16 | Grant / award | 24,534 | $117.19 | 53,937 |
| 2021-02-16 | Grant / award | 10,880 | $117.19 | 64,817 |
| 2020-12-23 | Open-market sale | 2,500 | $115.10 | 115,300 |
| 2020-09-23 | Open-market sale | 2,500 | $106.74 | 117,800 |
| 2020-06-23 | Open-market sale | 2,500 | $93.24 | 120,300 |
| 2020-03-25 | Open-market sale | 202 | $80.00 | 122,800 |
| 2020-03-23 | Open-market sale | 2,298 | $80.00 | 123,002 |
| 2020-03-05 | Tax withholding | 1,474 | $108.28 | 125,300 |
| 2020-02-24 | Tax withholding | 881 | $108.92 | 126,774 |
| 2020-02-18 | Tax withholding | 1,622 | $115.62 | 127,655 |
| 2020-02-18 | Tax withholding | 1,703 | $115.62 | 129,277 |
| 2020-02-13 | Tax withholding | 10,779 | $112.32 | 130,980 |
| 2020-02-12 | Grant / award | 24,171 | $112.16 | 141,759 |
| 2020-02-12 | Grant / award | 11,356 | $112.16 | 117,588 |
| 2020-01-02 | Open-market sale | 2,500 | $104.92 | 106,232 |
| 2019-10-01 | Open-market sale | 2,500 | $114.44 | 108,732 |
| 2019-07-01 | Open-market sale | 2,500 | $105.01 | 111,232 |
| 2019-04-01 | Open-market sale | 2,500 | $100.05 | 113,732 |
| 2019-03-05 | Grant / award | 13,024 | $97.80 | 116,232 |
| 2018-02-14 | Grant / award | 14,559 | $81.14 | 103,208 |
| 2017-02-15 | Grant / award | 15,298 | $73.54 | 88,649 |
| 2016-10-10 | J | 20,909 | $0.00 | 20,909 |
| 2016-10-10 | J | 20,909 | $0.00 | 73,351 |
| 2016-02-22 | Grant / award (derivative) | 6,000 | $85.99 | 56,000 |
| 2016-02-22 | Grant / award | 7,910 | $0.00 | 94,260 |
| 2015-08-03 | Open-market sale | 5,000 | $73.50 | 86,350 |
| 2015-08-01 | Grant / award (derivative) | 50,000 | $73.52 | 50,000 |
| 2015-08-01 | Grant / award | 65,441 | $0.00 | 91,350 |
| 2015-05-26 | Grant / award | 1,204 | $70.61 | 25,909 |
| 2014-05-21 | Grant / award | 1,641 | — | 24,705 |
| 2013-05-21 | Grant / award | 1,891 | — | 23,064 |
| 2012-05-22 | Grant / award | 3,024 | — | 21,173 |
| 2011-10-31 | Open-market sale | 4,250 | $22.66 | 18,149 |
| 2011-08-01 | Option exercise (derivative) | 35,000 | — | 0 |
| 2011-08-01 | Option exercise | 35,000 | $21.26 | 22,399 |
| 2011-08-01 | Option exercise | 35,000 | — | 57,399 |
| 2011-05-17 | Grant / award | 3,530 | — | 22,399 |
| 2010-11-05 | Open-market sale | 15,000 | $17.34 | 18,869 |
| 2010-07-30 | Open-market sale | 4,000 | — | 33,869 |
| 2010-05-19 | Grant / award | 4,690 | — | 37,869 |
| 2009-08-12 | Open-market sale | 5,000 | $9.72 | 33,179 |
| 2009-05-20 | Grant / award | 9,929 | — | 38,179 |
| 2008-10-31 | Open-market buy | 15,000 | $10.62 | 28,250 |
| 2008-05-21 | Grant / award | 4,250 | — | 13,250 |
| 2007-08-01 | Open-market buy | 5,000 | $14.30 | 9,000 |
| 2007-08-01 | Grant / award | 2,000 | — | 4,000 |
| 2006-05-15 | Grant / award | 2,000 | $15.22 | 2,000 |
| 2006-05-15 | Grant / award | 2,000 | $0.00 | 2,000 |
Source: SEC EDGAR Form 4 filings. For informational purposes only — not investment advice.