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| SEC Filing | Company/Stock | Trade Date | Transaction | Shares | Avg. Price | Total | % Holdings | Gain/Loss |
|---|---|---|---|---|---|---|---|---|
| 03-Apr-24 1:52 PM View:  | Public Storage (PSA) | 01-Apr-24 | Payment of Exercise | 304 | $286.50 | $87,096.00 | (< 1%) 326.93K to 326.63K | |
| 03-Apr-24 1:52 PM View: | Public Storage (PSA) | 31-Mar-24 | Grant | 104 | $290.06 | $30,166.20 | < 1% 326.83K to 326.93K | |
| 06-Mar-24 10:00 PM View: | Public Storage (PSA) | 05-Mar-24 | Disposition | 5,000 | -- | -- | (2%) 331.83K to 326.83K | |
| 06-Mar-24 10:00 PM View: | Public Storage (PSA) | 04-Mar-24 | Gift | 5,242 | -- | -- | (2%) 337.07K to 331.83K | |
| 05-Mar-24 4:37 PM View: | Avalonbay Communities Inc. (AVB) | 01-Mar-24 | Grant | 182 | -- | -- | 1% 15.15K to 15.33K | |
| 20-Feb-24 12:22 PM View: | Public Storage (PSA) | 15-Feb-24 | Disposition | 21,875 | -- | -- | (6%) 354.71K to 332.84K | |
| 20-Feb-24 12:22 PM View: | Public Storage (PSA) | 15-Feb-24 | Payment of Exercise | 1,008 | $286.26 | $288,550.00 | (< 1%) 332.84K to 331.83K | |
| 03-Jan-24 6:55 PM View: | Public Storage (PSA) | 31-Dec-23 | Grant | 99 | $305.00 | $30,195.00 | < 1% 354.61K to 354.71K | |
| 05-Dec-23 7:35 PM View: | Avalonbay Communities Inc. (AVB) | 01-Dec-23 | Grant | 183 | -- | -- | 1% 14.83K to 15.02K | |
| 01-Dec-23 3:29 PM View: | Public Storage (PSA) | 30-Nov-23 | Sale | 10,000 | $258.09 | $2,580,930.00 | (3%) 364.61K to 354.61K | |
| 03-Oct-23 3:42 PM View: | Public Storage (PSA) | 30-Sep-23 | Grant | 114 | $263.52 | $30,041.30 | < 1% 364.5K to 364.61K | |
| 06-Sep-23 2:49 PM View: | Avalonbay Communities Inc. (AVB) | 01-Sep-23 | Grant | 179 | -- | -- | 1% 14.52K to 14.7K | |
| 03-Jul-23 6:52 PM View: | Public Storage (PSA) | 30-Jun-23 | Grant | 103 | $291.88 | $30,063.60 | < 1% 364.4K to 364.5K | |
| 05-Jun-23 5:14 PM View: | Avalonbay Communities Inc. (AVB) | 01-Jun-23 | Grant | 990 | -- | -- | 7% 13.4K to 14.39K | |
| 25-May-23 4:35 PM View: | Avalonbay Communities Inc. (AVB) | 23-May-23 | Grant | 186 | -- | -- | 1% 13.22K to 13.4K | |
| 17-May-23 7:50 PM View: | Public Storage (PSA) | 17-May-23 | Gift | 5,104 | -- | -- | (1%) 369.5K to 364.4K | |
| 04-Apr-23 6:52 PM View: | Public Storage (PSA) | 01-Apr-23 | Payment of Exercise | 419 | $302.14 | $126,597.00 | (< 1%) 364.81K to 364.4K | |
| 04-Apr-23 6:52 PM View: | Public Storage (PSA) | 31-Mar-23 | Grant | 100 | $302.14 | $30,214.00 | < 1% 364.71K to 364.81K | |
| 09-Mar-23 8:15 PM View: | Public Storage (PSA) | 08-Mar-23 | Payment of Exercise | 477 | $300.87 | $143,515.00 | (< 1%) 365.19K to 364.71K | |
| 03-Mar-23 4:05 PM View: | Public Storage (PSA) | 03-Mar-23 | Gift | 12,296 | -- | -- | (3%) 377.49K to 365.19K | |
| 03-Mar-23 3:49 PM View: | Avalonbay Communities Inc. (AVB) | 01-Mar-23 | Grant | 193 | -- | -- | 1% 12.9K to 13.09K | |
| 02-Mar-23 12:42 PM View: | Public Storage (PSA) | 28-Feb-23 | Payment of Exercise | 503 | $298.95 | $150,372.00 | (< 1%) 365.69K to 365.19K | |
| 24-Feb-23 10:49 AM View: | Public Storage (PSA) | 22-Feb-23 | Payment of Exercise | 1,301 | $292.30 | $380,282.00 | (< 1%) 367.0K to 365.69K | |
| 17-Feb-23 1:59 PM View: | Public Storage (PSA) | 17-Feb-23 | Gift | 103,275 | -- | -- | (22%) 470.27K to 367.0K | |
| 17-Feb-23 1:59 PM View: | Public Storage (PSA) | 15-Feb-23 | Payment of Exercise | 1,525 | $300.91 | $458,888.00 | (< 1%) 471.8K to 470.27K | |
| 15-Feb-23 4:08 PM View: | Public Storage (PSA) | 13-Feb-23 | Option Exercise | 103,275 | $147.19 | $15,201,000.00 | 39% 265.25K to 368.52K | |
| 04-Jan-23 1:49 PM View: | Public Storage (PSA) | 31-Dec-22 | Grant | 109 | $280.19 | $30,540.70 | < 1% 265.14K to 265.25K | |
| 05-Dec-22 5:00 PM View: | Avalonbay Communities Inc. (AVB) | 01-Dec-22 | Grant | 187 | -- | -- | 1% 12.6K to 12.78K | |
| 03-Oct-22 12:45 PM View: | Public Storage (PSA) | 30-Sep-22 | Grant | 102 | $292.81 | $29,866.60 | < 1% 265.04K to 265.14K | |
| 06-Sep-22 6:02 PM View: | Avalonbay Communities Inc. (AVB) | 01-Sep-22 | Grant | 159 | -- | -- | 1% 12.32K to 12.48K | |
| 20-Jul-22 5:20 PM View: | Ps Business Parks, Inc./md (PSB) | 20-Jul-22 | Disposition | 24,560 | -- | -- | (14%) 180.14K to 155.58K | |
| 20-Jul-22 5:20 PM View: | Ps Business Parks, Inc./md (PSB) | 20-Jul-22 | Disposition | 155,584 | -- | -- | (100%) 155.58K to 0 | |
| 01-Jul-22 1:11 PM View: | Public Storage (PSA) | 30-Jun-22 | Grant | 96 | $312.67 | $30,016.30 | < 1% 264.94K to 265.04K | |
| 31-May-22 5:23 PM View: | Avalonbay Communities Inc. (AVB) | 26-May-22 | Grant | 852 | -- | -- | 7% 11.37K to 12.22K | |
| 20-May-22 11:07 AM View: | Avalonbay Communities Inc. (AVB) | 18-May-22 | Grant | 143 | -- | -- | 1% 11.23K to 11.37K | |
| 01-Jul-22 1:11 PM View: | Public Storage (PSA) | 04-Apr-22 | Gift | 580 | -- | -- | (< 1%) 265.52K to 264.94K | |
| 05-Apr-22 6:56 PM View: | Public Storage (PSA) | 01-Apr-22 | Payment of Exercise | 420 | $396.51 | $166,534.00 | (< 1%) 265.36K to 264.94K | |
| 04-Apr-22 7:51 PM View: | Public Storage (PSA) | 31-Mar-22 | Grant | 77 | $390.28 | $30,051.60 | < 1% 265.28K to 265.36K | (8%) |
| 05-Apr-22 6:56 PM View: | Public Storage (PSA) | 16-Mar-22 | Gift | 4,409 | -- | -- | (2%) 269.77K to 265.36K | |
| 10-Mar-22 7:31 PM View: | Ps Business Parks, Inc./md (PSB) | 09-Mar-22 | Option Exercise | 14,560 | $90.50 | $1,317,680.00 | 9% 155.58K to 170.14K | |
| 10-Mar-22 7:36 PM View: | Public Storage (PSA) | 08-Mar-22 | Payment of Exercise | 591 | $367.20 | $217,015.00 | (< 1%) 265.87K to 265.28K | 2% |
| 02-Mar-22 6:08 PM View: | Public Storage (PSA) | 02-Mar-22 | Gift | 2,525 | -- | -- | (< 1%) 268.4K to 265.87K | |
| 03-Mar-22 3:48 PM View: | Avalonbay Communities Inc. (AVB) | 01-Mar-22 | Grant | 123 | -- | -- | 1% 11.03K to 11.15K | |
| 02-Mar-22 6:08 PM View: | Public Storage (PSA) | 28-Feb-22 | Payment of Exercise | 600 | $355.02 | $213,012.00 | (< 1%) 269.0K to 268.4K | |
| 02-Mar-22 6:08 PM View: | Public Storage (PSA) | 24-Feb-22 | Gift | 4,737 | -- | -- | (2%) 273.74K to 269.0K | |
| 24-Feb-22 9:46 PM View: | Public Storage (PSA) | 22-Feb-22 | Payment of Exercise | 1,513 | $342.38 | $518,021.00 | (< 1%) 267.99K to 266.47K | (5%) |
| 16-Feb-22 6:23 PM View: | Public Storage (PSA) | 16-Feb-22 | Gift | 3,552 | -- | -- | (1%) 270.18K to 266.63K | |
| 16-Feb-22 6:23 PM View: | Public Storage (PSA) | 15-Feb-22 | Payment of Exercise | 2,698 | $351.59 | $948,590.00 | (< 1%) 272.88K to 270.18K | (2%) |
| 03-Jan-22 8:54 PM View: | Public Storage (PSA) | 31-Dec-21 | Grant | 81 | $374.56 | $30,339.40 | < 1% 269.24K to 269.32K | (< 1%) |
| 03-Dec-21 6:46 PM View: | Avalonbay Communities Inc. (AVB) | 01-Dec-21 | Grant | 125 | -- | -- | 1% 10.84K to 10.96K |