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Extra Space Storage Inc SEC Filings

EXR NYSE

Welcome to our dedicated page for Extra Space Storage SEC filings (Ticker: EXR), a comprehensive resource for investors and traders seeking official regulatory documents including 10-K annual reports, 10-Q quarterly earnings, 8-K material events, and insider trading forms.

This page provides access to U.S. Securities and Exchange Commission (SEC) filings for Extra Space Storage Inc. (NYSE: EXR), a self-storage real estate investment trust headquartered in Salt Lake City, Utah. Through these filings, readers can examine the company’s official regulatory disclosures, including current reports, registration statements and other documents that complement its earnings releases and press statements.

Extra Space Storage regularly files Form 8-K current reports to describe material events. Recent 8-K filings referenced in public data include announcements of quarterly and year-to-date financial results, executive leadership changes, senior note offerings, amendments to unsecured credit facilities and updates to tax-related disclosure in a shelf registration statement. These reports often incorporate or reference detailed press releases that discuss funds from operations (FFO), Core FFO, same-store performance, occupancy metrics, acquisitions, bridge loan activity and property management growth.

The company’s operating partnership, Extra Space Storage LP, also appears in filings related to debt securities and credit agreements. For example, Form 8-K filings describe an underwritten public offering of 4.950% senior notes due 2033 and a fourth amended and restated credit agreement providing for a large unsecured revolving credit facility and multiple term loan facilities. These documents outline key terms such as maturity dates, interest rate benchmarks, covenants and guarantees by Extra Space Storage Inc. and certain subsidiaries.

On this page, Stock Titan pairs these filings with AI-powered summaries that highlight the main points of lengthy documents. For current and prospective EXR investors, this can help interpret complex sections on leverage covenants, events of default, unencumbered asset pools, and the relationship between the operating partnership and the REIT. Users can also track executive and governance disclosures filed on Form 8-K, such as promotions of senior officers and changes in responsibilities.

Filings are updated as they are made available on EDGAR, allowing readers to review Extra Space Storage’s regulatory history, financing arrangements and governance developments in one organized location, with AI-generated explanations to clarify technical language.

Rhea-AI Summary

Extra Space Storage Inc. chief accounting officer Grace Kunde reported a routine tax-related share disposition. On settlement of vested restricted stock awards, 276 shares of common stock were withheld by the company to cover her tax liability at a value of $132.49 per share. These awards vest 25% annually over four years, beginning on the first anniversary of the grant date.

After this withholding, Kunde directly holds 14,646 shares of Extra Space Storage common stock, indicating the transaction affected only a small portion of her overall equity stake and reflects compensation-related tax handling rather than an open-market trade.

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Extra Space Storage Inc. Executive VP and CFO Norman Jeffrey Jay reported a routine tax-related share disposition. On settlement of vested restricted stock awards, 375 shares of common stock were withheld by the company to cover his tax liability. This was not an open-market trade. After this withholding, he directly owns 16,553 shares of Extra Space Storage common stock.

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Rhea-AI Summary

Extra Space Storage Inc. is asking stockholders to vote at its May 14, 2026 virtual annual meeting on electing ten directors, ratifying Ernst & Young LLP as auditor, and approving an advisory say-on-pay for named executive officers.

The proxy highlights positive 2025 performance, including growth in funds from operations per share and same-store revenue versus self‑storage peers, and emphasizes the company’s use of data, AI and digital marketing to drive pricing and occupancy. It details extensive ESG initiatives such as solar, LED and HVAC efficiency investments, strong employee engagement, and numerous workplace awards. Governance features include an independent lead director, nine of ten independent nominees, majority voting, proxy access, no poison pill, a Dodd‑Frank‑style claw-back policy, board refreshment with two new nominees, and robust cybersecurity oversight and risk management.

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Extra Space Storage Inc: Amendment No. 20 to a Schedule 13G/A filed by The Vanguard Group reports zero shares beneficially owned of the issuer's common stock and 0% ownership. The filing notes an internal Vanguard realignment effective January 12, 2026, causing disaggregated reporting by subsidiaries.

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Extra Space Storage Chief Executive Officer Joseph D. Margolis reported several stock moves involving company common shares. On March 13, 2026, a family trust for which he serves as trustee sold 7,500 shares in an open‑market transaction at $142.08 per share under a pre‑arranged Rule 10b5‑1 trading plan. Following this sale, that trust continues to hold 66,495 shares indirectly.

On March 6, 2026, Margolis reported bona fide gift transfers totaling 28,904 shares, split between his direct holdings and the same family trust, leaving him with 40,840 shares held directly. The filing also lists additional indirect positions of 97,260 shares in Cove Hollow Lane I, LLC and 9,190 shares in Cove Hollow Lane II, LLC, where he disclaims beneficial ownership except for his pecuniary interest.

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Rhea-AI Summary

Extra Space Storage Executive VP and CDO Samrat Sondhi reported equity compensation activity in company common stock. On March 1, 2026, he acquired 1,929 shares at $151.03 per share from performance stock units vesting and 7,151 restricted shares as a grant or award.

The filing also shows tax-withholding dispositions totaling 1,786 shares at $151.03 per share, where shares were withheld by the company to cover tax liabilities tied to vested performance and restricted stock. After these transactions, Sondhi directly held 109,244 shares of Extra Space Storage common stock.

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Extra Space Storage EVP & COO Matthew T. Herrington reported equity compensation changes on common stock. On March 1, 2026, he acquired 1,463 and 6,290 shares at $151.03 per share through a grant/award, including PSUs that vested after performance certification and new restricted stock awards.

In several separate transactions the same day, between 155 and 682 shares were disposed in tax-withholding transactions to cover liabilities tied to vested PSUs and restricted stock. Following these moves, he directly owned 23,720 common shares.

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Extra Space Storage president William N. Springer reported equity compensation activity in the form of stock awards and related tax withholding. On March 1, 2026, he acquired 2,262 and 7,482 shares of common stock as grant/award acquisitions at $151.03 per share.

Footnotes explain that performance stock units granted on March 1, 2023 vested after the Compensation Committee certified performance on February 10, 2026, with vesting effective March 1, 2026, and that restricted stock awards vest 25% annually over four years. To cover tax liabilities on these vestings, the issuer withheld 145, 309, 401, and 682 shares through tax-withholding dispositions, leaving Springer with 27,932 directly owned shares of common stock after these transactions.

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FAQ

How many Extra Space Storage (EXR) SEC filings are available on StockTitan?

StockTitan tracks 41 SEC filings for Extra Space Storage (EXR), including 10-K annual reports, 10-Q quarterly reports, 8-K current reports, and Form 4 insider trading disclosures. Each filing includes AI-generated summaries, impact scoring, and sentiment analysis.

When was the most recent SEC filing for Extra Space Storage (EXR)?

The most recent SEC filing for Extra Space Storage (EXR) was filed on April 3, 2026.

EXR Rankings

EXR Stock Data

28.26B
208.97M
REIT - Industrial
Real Estate Investment Trusts
Link
United States
SALT LAKE CITY

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