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| SEC Filing | Company/Stock | Trade Date | Transaction | Shares | Avg. Price | Total | % Holdings | Gain/Loss |
|---|---|---|---|---|---|---|---|---|
| 03-Apr-24 1:53 PM View:  | Public Storage (PSA) | 31-Mar-24 | Grant | 104 | $290.06 | $30,166.20 | < 1% 157.62K to 157.72K | |
| 06-Mar-24 10:00 PM View: | Public Storage (PSA) | 05-Mar-24 | Disposition | 1,800 | -- | -- | (1%) 159.42K to 157.62K | |
| 20-Feb-24 12:25 PM View: | Public Storage (PSA) | 15-Feb-24 | Disposition | 15,500 | -- | -- | (9%) 174.92K to 159.42K | |
| 03-Jan-24 6:59 PM View: | Public Storage (PSA) | 31-Dec-23 | Grant | 99 | $305.00 | $30,195.00 | < 1% 174.19K to 174.29K | |
| 12-Dec-23 8:25 PM View: | Public Storage (PSA) | 12-Dec-23 | Option Exercise | 53,275 | $161.42 | $8,599,650.00 | 31% 174.19K to 227.47K | |
| 12-Dec-23 8:25 PM View: | Public Storage (PSA) | 12-Dec-23 | Option Sale | 53,275 | $272.97 | $14,542,600.00 | (23%) 227.47K to 174.19K | |
| 12-Dec-23 10:15 AM View: | Public Storage (PSA) | 11-Dec-23 | Option Exercise | 50,000 | $161.42 | $8,071,000.00 | 29% 174.19K to 224.19K | |
| 12-Dec-23 10:15 AM View: | Public Storage (PSA) | 11-Dec-23 | Option Sale | 50,000 | $275.98 | $13,799,000.00 | (22%) 224.19K to 174.19K | |
| 03-Oct-23 3:40 PM View: | Public Storage (PSA) | 30-Sep-23 | Grant | 114 | $263.52 | $30,041.30 | < 1% 174.08K to 174.19K | |
| 03-Jul-23 6:53 PM View: | Public Storage (PSA) | 30-Jun-23 | Grant | 103 | $291.88 | $30,063.60 | < 1% 173.97K to 174.08K | |
| 04-Apr-23 6:52 PM View: | Public Storage (PSA) | 31-Mar-23 | Grant | 100 | $302.14 | $30,214.00 | < 1% 173.88K to 173.97K | |
| 09-Mar-23 8:17 PM View: | Public Storage (PSA) | 08-Mar-23 | Payment of Exercise | 172 | $300.87 | $51,749.60 | (< 1%) 174.05K to 173.88K | |
| 02-Mar-23 12:44 PM View: | Public Storage (PSA) | 28-Feb-23 | Payment of Exercise | 242 | $298.95 | $72,345.90 | (< 1%) 174.29K to 174.05K | |
| 24-Feb-23 11:30 AM View: | Public Storage (PSA) | 22-Feb-23 | Payment of Exercise | 489 | $292.30 | $142,935.00 | (< 1%) 174.78K to 174.29K | |
| 21-Feb-23 8:23 PM View: | Public Storage (PSA) | 19-Feb-23 | Payment of Exercise | 882 | $299.01 | $263,727.00 | (< 1%) 175.66K to 174.78K | |
| 04-Jan-23 1:43 PM View: | Public Storage (PSA) | 31-Dec-22 | Grant | 109 | $280.19 | $30,540.70 | < 1% 175.55K to 175.66K | |
| 03-Oct-22 12:55 PM View: | Public Storage (PSA) | 30-Sep-22 | Grant | 102 | $292.81 | $29,866.60 | < 1% 175.45K to 175.55K | |
| 17-Aug-22 7:38 AM View: | Public Storage (PSA) | 16-Aug-22 | Option Exercise | 51,637 | $147.19 | $7,600,450.00 | 29% 175.45K to 227.09K | |
| 17-Aug-22 7:38 AM View: | Public Storage (PSA) | 16-Aug-22 | Option Sale | 51,637 | $353.15 | $18,235,500.00 | (23%) 227.09K to 175.45K | |
| 01-Jul-22 1:18 PM View: | Public Storage (PSA) | 30-Jun-22 | Grant | 96 | $312.67 | $30,016.30 | < 1% 175.35K to 175.45K | |
| 04-Apr-22 7:56 PM View: | Public Storage (PSA) | 31-Mar-22 | Grant | 77 | $390.28 | $30,051.60 | < 1% 175.28K to 175.35K | (8%) |
| 10-Mar-22 7:37 PM View: | Public Storage (PSA) | 08-Mar-22 | Payment of Exercise | 213 | $367.20 | $78,213.60 | (< 1%) 175.49K to 175.28K | 2% |
| 02-Mar-22 3:41 PM View: | Public Storage (PSA) | 28-Feb-22 | Payment of Exercise | 288 | $355.02 | $102,246.00 | (< 1%) 175.78K to 175.49K | (1%) |
| 24-Feb-22 6:33 PM View: | Public Storage (PSA) | 22-Feb-22 | Payment of Exercise | 710 | $342.38 | $243,090.00 | (< 1%) 176.49K to 175.78K | (5%) |
| 23-Feb-22 11:56 AM View: | Public Storage (PSA) | 19-Feb-22 | Payment of Exercise | 995 | $343.56 | $341,842.00 | (< 1%) 177.48K to 176.49K | (5%) |
| 03-Jan-22 8:44 PM View: | Public Storage (PSA) | 31-Dec-21 | Grant | 81 | $374.56 | $30,339.40 | < 1% 177.4K to 177.48K | (< 1%) |
| 04-Oct-21 2:52 PM View: | Public Storage (PSA) | 30-Sep-21 | Grant | 101 | $297.10 | $30,007.10 | < 1% 177.3K to 177.4K | < 1% |
| 24-Aug-21 3:17 PM View: | Public Storage (PSA) | 23-Aug-21 | Option Exercise | 50,000 | $152.01 | $7,600,500.00 | 28% 177.3K to 227.3K | |
| 24-Aug-21 3:17 PM View: | Public Storage (PSA) | 23-Aug-21 | Market Option Sale | 50,000 | $321.97 | $16,098,500.00 | (22%) 227.3K to 177.3K | |
| 02-Jul-21 6:49 PM View: | Public Storage (PSA) | 30-Jun-21 | Grant | 100 | $300.69 | $30,069.00 | < 1% 177.2K to 177.3K | 3% |
| 02-Apr-21 1:51 PM View: | Public Storage (PSA) | 31-Mar-21 | Grant | 122 | $246.76 | $30,104.70 | < 1% 177.08K to 177.2K | 26% |
| 10-Mar-21 7:12 PM View: | Public Storage (PSA) | 08-Mar-21 | Payment of Exercise | 280 | $238.65 | $66,822.00 | (< 1%) 177.36K to 177.08K | (32%) |
| 02-Mar-21 4:33 PM View: | Public Storage (PSA) | 28-Feb-21 | Payment of Exercise | 357 | $233.94 | $83,516.60 | (< 1%) 177.72K to 177.36K | (34%) |
| 24-Feb-21 1:31 PM View: | Public Storage (PSA) | 22-Feb-21 | Payment of Exercise | 719 | $237.76 | $170,949.00 | (< 1%) 178.43K to 177.72K | (32%) |
| 23-Feb-21 1:50 PM View: | Public Storage (PSA) | 19-Feb-21 | Payment of Exercise | 1,164 | $234.70 | $273,191.00 | (< 1%) 179.6K to 178.43K | (34%) |
| 04-Jan-21 4:20 PM View: | Public Storage (PSA) | 31-Dec-20 | Grant | 130 | $230.93 | $30,020.90 | < 1% 179.47K to 179.6K | 36% |
| 02-Oct-20 2:25 PM View: | Public Storage (PSA) | 30-Sep-20 | Grant | 135 | $222.72 | $30,067.20 | < 1% 179.33K to 179.47K | 40% |
| 02-Jul-20 5:10 PM View: | Public Storage (PSA) | 30-Jun-20 | Grant | 157 | -- | -- | < 1% 179.18K to 179.33K | |
| 11-May-20 2:29 PM View: | Public Storage (PSA) | 07-May-20 | Market Sale | 53 | $183.51 | $9,784.75 | (< 1%) 179.23K to 179.18K | (66%) |
| 02-Apr-20 6:11 PM View: | Public Storage (PSA) | 31-Mar-20 | Grant | 152 | -- | -- | < 1% 179.08K to 179.23K | |
| 10-Mar-20 7:49 PM View: | Public Storage (PSA) | 08-Mar-20 | Payment of Exercise | 409 | $228.94 | $93,636.50 | (< 1%) 179.49K to 179.08K | (32%) |
| 03-Mar-20 7:17 PM View: | Public Storage (PSA) | 28-Feb-20 | Payment of Exercise | 471 | $209.12 | $98,495.50 | (< 1%) 179.96K to 179.49K | (45%) |
| 25-Feb-20 7:01 PM View: | Public Storage (PSA) | 22-Feb-20 | Payment of Exercise | 1,078 | $225.77 | $243,380.00 | (< 1%) 181.03K to 179.96K | (34%) |
| 21-Feb-20 5:36 PM View: | Public Storage (PSA) | 19-Feb-20 | Payment of Exercise | 4,521 | $218.80 | $989,195.00 | (2%) 185.56K to 181.03K | (38%) |
| 02-Jan-20 6:32 PM View: | Public Storage (PSA) | 31-Dec-19 | Grant | 141 | -- | -- | < 1% 199.36K to 199.5K | |
| 02-Oct-19 4:35 PM View: | Public Storage (PSA) | 30-Sep-19 | Grant | 123 | -- | -- | < 1% 199.24K to 199.36K | |
| 02-Jul-19 3:49 PM View: | Public Storage (PSA) | 28-Jun-19 | Grant | 126 | -- | -- | < 1% 199.11K to 199.24K | |
| 02-Apr-19 5:02 PM View: | Public Storage (PSA) | 29-Mar-19 | Grant | 138 | -- | -- | < 1% 198.97K to 199.11K | |
| 11-Mar-19 6:27 PM View: | Public Storage (PSA) | 08-Mar-19 | Grant | 9,000 | -- | -- | 5% 189.97K to 198.97K | |
| 04-Mar-19 4:18 PM View: | Public Storage (PSA) | 28-Feb-19 | Payment of Exercise | 689 | $211.49 | $145,717.00 | (< 1%) 190.66K to 189.97K | (43%) |