Margolis Joseph D

Director · Officer · EXR, INVH

As of 2026-09-16, Margolis Joseph D has 28 Form 4 transactions on record across 2 companies — 14 in the trailing 12 months.

Everything this person has disclosed to the SEC on Form 4 — across every company they file for — reconstructed from the public record. A filing history, not a tip sheet.

Reconstructed holdings

Direct: $6.6MIndirect: $10.9M$17.5Mas of 2026-09-16
  • Direct $6.6M
  • Indirect $10.9M
EXRindirect79,998 sh$10.9M
EXRdirect40,840 sh$5.6M
INVHdirect38,474 sh$1.0M

Reconstructed from this person's own Form 4 filings — the total each filing reported owning afterward, priced at the close on the as-of date shown. A filed position can lag the real one.

Direct and indirect holdings (e.g. through a trust or fund) are tagged separately, as filed.

Trades by company

EXR · 26 trades
2026-08-04: Gift, 13,503 sh ($0)2026-08-04: Gift, 13,503 sh ($0)2026-03-13: Sale, 7,500 sh ($1.1M)2026-03-06: Gift, 14,452 sh ($0)2026-03-06: Gift, 14,452 sh ($0)2026-03-01: Award / grant, 17,381 sh ($2.6M)2026-03-01: Award / grant, 6,898 sh ($1.0M)2026-03-01: Withheld for tax, 1,886 sh ($285K)2026-03-01: Withheld for tax, 1,682 sh ($254K)2026-03-01: Withheld for tax, 1,264 sh ($191K)2026-03-01: Withheld for tax, 1,065 sh ($161K)2025-11-06: Gift, 7,692 sh ($0)2025-10-01: Sale, 7,500 sh ($1.1M)2025-07-01: Sale, 7,500 sh ($1.1M)2025-04-01: Sale, 7,500 sh ($1.1M)2025-03-13: Gift, 17,184 sh ($0)2025-03-13: Gift, 17,184 sh ($0)2025-03-01: Award / grant, 17,206 sh ($2.6M)2025-03-01: Award / grant, 10,535 sh ($1.6M)2025-03-01: Withheld for tax, 1,684 sh ($257K)2025-03-01: Withheld for tax, 1,265 sh ($193K)2025-03-01: Withheld for tax, 1,066 sh ($163K)2025-02-18: Withheld for tax, 1,206 sh ($187K)2025-01-02: Sale, 7,500 sh ($1.1M)2024-03-11: Gift, 30,291 sh ($0)2024-03-11: Gift, 30,291 sh ($0)
INVH · 2 trades
2026-05-07: Award / grant, 6,559 sh ($0)2025-05-15: Award / grant, 5,584 sh ($0)

Filing ledger

DateCompanyActionShares @ priceValueOwnership ΔOwned afterFiling
2026-03-13EXRSale7,500 @ $142.08$1.1M−10.1% of holding66,495Form 4
2025-10-01EXRSale7,500 @ $141.41$1.1M−27.5% of holding19,760Form 4
2025-07-01EXRSale7,500 @ $150.35$1.1M−21.6% of holding27,260Form 4
2025-04-01EXRSale7,500 @ $147.45$1.1M−44.9% of holding9,190Form 4
2025-01-02EXRSale7,500 @ $148.01$1.1M−31.0% of holding16,690Form 4
23 award / exercise / gift records — not counted as purchases
DateCompanyActionSharesOwned afterFiling
2026-08-04EXRGift13,50383,757Form 4
2026-08-04EXRGift13,50379,998Form 4
2026-05-07INVHAward / grant6,55938,474Form 4
2026-03-06EXRGift14,45240,840Form 4
2026-03-06EXRGift14,45273,995Form 4
2026-03-01EXRAward / grant17,38161,189Form 4
2026-03-01EXRAward / grant6,89843,808Form 4
2026-03-01EXRWithheld for tax1,88655,292Form 4
2026-03-01EXRWithheld for tax1,68257,178Form 4
2026-03-01EXRWithheld for tax1,26458,860Form 4
2026-03-01EXRWithheld for tax1,06560,124Form 4
2025-11-06EXRGift7,69212,068Form 4
2025-05-15INVHAward / grant5,58431,915Form 4
2025-03-13EXRGift17,18436,910Form 4
2025-03-13EXRGift17,18459,543Form 4
2025-03-01EXRAward / grant17,20688,400Form 4
2025-03-01EXRAward / grant10,53571,194Form 4
2025-03-01EXRWithheld for tax1,68484,385Form 4
2025-03-01EXRWithheld for tax1,26586,069Form 4
2025-03-01EXRWithheld for tax1,06687,334Form 4
2025-02-18EXRWithheld for tax1,20660,659Form 4
2024-03-11EXRGift30,29142,359Form 4
2024-03-11EXRGift30,29154,094Form 4

Source: SEC Form 4 filings. Each row links to its original filing.

Research tool, not investment advice — historical frequencies, not recommendations. A product of Marovel Technologies LLC. Full terms.