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 |
| 2025-03-13 | Gift | 17,184 | $0.00 | 59,543 |
| 2025-03-13 | Gift | 17,184 | $0.00 | 36,910 |
| 2024-03-11 | Gift | 30,291 | $0.00 | 42,359 |
| 2024-03-11 | Gift | 30,291 | $0.00 | 54,094 |
Source: SEC EDGAR Form 4 filings. For informational purposes only — not investment advice.