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| SEC Filing | Company/Stock | Trade Date | Transaction | Shares | Avg. Price | Total | % Holdings | Gain/Loss |
|---|---|---|---|---|---|---|---|---|
| 01-Oct-24 2:36 PM View:  | Public Storage (PSA) | 30-Sep-24 | Grant | 119 | $363.87 | $43,460.60 | < 1% 14.53K to 14.65K | (1%) |
| 02-Jul-24 2:09 PM View: | Public Storage (PSA) | 30-Jun-24 | Grant | 148 | $287.65 | $42,572.20 | 1% 14.38K to 14.53K | |
| 03-Apr-24 1:56 PM View: | Public Storage (PSA) | 31-Mar-24 | Grant | 147 | $290.06 | $42,638.80 | 1% 14.23K to 14.38K | |
| 03-Jan-24 7:01 PM View: | Public Storage (PSA) | 31-Dec-23 | Grant | 115 | $305.00 | $35,075.00 | < 1% 14.12K to 14.23K | |
| 03-Oct-23 3:44 PM View: | Public Storage (PSA) | 30-Sep-23 | Grant | 133 | $263.52 | $35,048.20 | < 1% 13.99K to 14.12K | |
| 03-Jul-23 6:54 PM View: | Public Storage (PSA) | 30-Jun-23 | Grant | 120 | $291.88 | $35,025.60 | < 1% 13.87K to 13.99K | |
| 20-Apr-23 12:47 PM View: | Public Storage (PSA) | 18-Apr-23 | Option Exercise | 5,163 | $159.40 | $822,982.00 | 59% 8.7K to 13.87K | |
| 04-Apr-23 6:52 PM View: | Public Storage (PSA) | 31-Mar-23 | Grant | 116 | $302.14 | $35,048.20 | 1% 8.59K to 8.7K | |
| 04-Jan-23 1:38 PM View: | Public Storage (PSA) | 31-Dec-22 | Grant | 125 | $280.19 | $35,023.80 | 1% 8.46K to 8.59K | |
| 03-Oct-22 2:11 PM View: | Public Storage (PSA) | 30-Sep-22 | Grant | 120 | $292.81 | $35,137.20 | 1% 8.34K to 8.46K | |
| 01-Jul-22 1:37 PM View: | Public Storage (PSA) | 30-Jun-22 | Grant | 112 | $312.67 | $35,019.00 | 1% 8.23K to 8.34K | |
| 15-Apr-22 5:41 PM View: | Public Storage (PSA) | 14-Apr-22 | Option Exercise | 5,000 | $144.97 | $724,850.00 | 155% 3.23K to 8.23K | |
| 04-Apr-22 7:57 PM View: | Public Storage (PSA) | 31-Mar-22 | Grant | 90 | $390.28 | $35,125.20 | 3% 3.14K to 3.23K | (8%) |
| 03-Jan-22 8:57 PM View: | Public Storage (PSA) | 31-Dec-21 | Grant | 94 | $374.56 | $35,208.60 | 3% 3.05K to 3.14K | (< 1%) |
| 04-Oct-21 2:56 PM View: | Public Storage (PSA) | 30-Sep-21 | Grant | 118 | $297.10 | $35,057.80 | 4% 2.93K to 3.05K | < 1% |
| 02-Jul-21 6:47 PM View: | Public Storage (PSA) | 30-Jun-21 | Grant | 117 | $300.69 | $35,180.70 | 4% 2.81K to 2.93K | 3% |
| 02-Apr-21 2:03 PM View: | Public Storage (PSA) | 31-Mar-21 | Grant | 142 | $246.76 | $35,039.90 | 5% 2.67K to 2.81K | 26% |
| 04-Jan-21 4:25 PM View: | Public Storage (PSA) | 31-Dec-20 | Grant | 152 | $230.93 | $35,101.40 | 6% 2.52K to 2.67K | 36% |
| 02-Oct-20 2:45 PM View: | Public Storage (PSA) | 30-Sep-20 | Grant | 158 | $222.72 | $35,189.80 | 7% 2.36K to 2.52K | 40% |
| 02-Jul-20 5:20 PM View: | Public Storage (PSA) | 30-Jun-20 | Grant | 183 | -- | -- | 8% 2.18K to 2.36K | |
| 02-Apr-20 6:42 PM View: | Public Storage (PSA) | 31-Mar-20 | Grant | 177 | -- | -- | 9% 2.0K to 2.18K | |
| 03-Aug-17 4:14 PM View: | Public Storage (PSA) | 03-Aug-17 | Market Purchase | 2,000 | $200.59 | $401,170.00 | 100% 0 to 2.0K | 43% |
| 14-Aug-14 1:38 PM View: | Public Storage (PSA) | 13-Aug-14 | Option Exercise | 25,000 | $91.36 | $2,283,900.00 | 100% 0 to 25.0K | |
| 14-Aug-14 1:38 PM View: | Public Storage (PSA) | 13-Aug-14 | Market Option Sale | 25,000 | $175.78 | $4,394,560.00 | (100%) 25.0K to 0 | (75%) |
| 19-Apr-10 12:50 PM View: | Public Storage (PSA) | 15-Apr-10 | Disposition (other) | 173,859 | $24.50 | $4,259,550.00 | (100%) 173.86K to 0 | |
| 15-Jun-05 9:54 PM View: | AFC Enterprises Inc. (PLKI) | 14-Jun-05 | Market Sale | 1,950,000 | $14.42 | $28,119,000.00 | (26%) 7.52M to 5.57M | (464%) |