22 unchanged sentences
(the Company) maintained, in all material respects, effective internal control over financial reporting as of December 31, 2023, based on the COSO criteria.
−Removed: We also have audited, in accordance with the standards of the Public Company Accounting Oversight Board (United States) (PCAOB), the consolidated balance sheets of the Company as of December 31, 2022 and 2021, the related consolidated statements of operations, comprehensive income, stockholders' equity and cash flows for each of the three years in the period ended December 31, 2022, and the related notes and financial statement schedule listed in the Index at Item 8 and our report dated February 28, 2023 expressed an unqualified opinion thereon.
+Added: We also have audited, in accordance with the standards of the Public Company Accounting Oversight Board (United States) (PCAOB), the consolidated balance sheets of the Company as of December 31, 2023 and 2022, the related consolidated
+Added: statements of operations, comprehensive income, stockholders' equity and cash flows for each of the three years in the period ended December 31, 2023, and the related notes and financial statement schedule listed in the Index at Item 8 and our report dated February 29, 2024 expressed an unqualified opinion thereon.
Basis for Opinion
20 unchanged sentences
Other Information
+Added: On December 18, 2023 , Joseph D.
+Added: Margolis , our Chief Executive Officer and Director , terminated a Rule 10b5-1 trading arrangement intended to satisfy the affirmative defense of Rule 10b5-1(c) and originally adopted on February 24, 2023, for the sale of up to 20,000 shares of our common stock until January 3, 2024.
Disclosure Regarding Foreign Jurisdictions that Prevent Inspections
21 unchanged sentences
Form Date Number
+Added: 2.1 Agreement and Plan of Merger, dated as of April 2, 2023, by and among Extra Space Storage Inc., Extra Space Storage LP, Eros Merger Sub, LLC, Eros OP Merger Sub, LLC, Life Storage, Inc.
+Added: and Life Storage LP
+Added: 8-K April 3, 2023 2.1
+Added: 2.2 Amendment to Agreement and Plan of Merger, dated as of May 18, 2023, by and among Extra Space Storage Inc., Extra Space Storage LP, Eros Merger Sub, LLC, Eros OP Merger Sub, LLC, Life Storage, Inc.
+Added: and Life Storage LP
+Added: 8-K July 20, 2023 2.2
3.1 Amended and Restated Articles of Incorporation of Extra Space Storage Inc.
20 unchanged sentences
8-K September 22, 2021 4.2
−Removed: 10.1 Registration Rights Agreement, by and among Extra Space Storage Inc.
−Removed: and the parties listed on Schedule I thereto.
−Removed: S-11/A August 10, 2004 10.1
+Added: 4.6 Third Supplemental Indenture, dated as of March 31, 2022, among Extra Space Storage LP, as issuer, Extra Space Storage Inc., ESS Holdings Business Trust I and ESS Holdings Business Trust II, as guarantors, and Computershare Trust Company, N.A., as trustee, including the form of the Notes and the Guarantee.
+Added: 8-K March 31, 2022 4.2
+Added: Exhibit Description Incorporated by Reference Filed Herewith
+Added: Form Date Number
+Added: 4.7 Fourth Supplemental Indenture, dated as of March 28, 2023, among Extra Space Storage LP, as issuer, Extra Space Storage Inc., ESS Holdings Business Trust I and ESS Holdings Business Trust II, as guarantors, and Computershare Trust Company, N.A., as trustee, including the form of the Notes and the Guarantee.
+Added: 8-K March 28, 2023 4.2
+Added: 4.8 Fifth Supplemental Indenture, dated as of June 16, 2023, among Extra Space Storage LP, as issuer, Extra Space Storage Inc., ESS Holdings Business Trust I and ESS Holdings Business Trust II, as guarantors, and Computershare Trust Company, N.A., as trustee, including the form of the Notes and the Guarantee.
+Added: 8-K June 16, 2023 4.2
+Added: 4.9 Sixth Supplemental Indenture, dated as of July 25, 2023, among Extra Space Storage LP, as issuer, Extra Space Storage Inc., ESS Holdings Business Trust I and ESS Holdings Business Trust II, as guarantors, and Computershare Trust Company, N.A., as trustee, including the form of the Notes and the Guarantee.
+Added: 8-K July 25, 2023 4.4
+Added: 4.10 Seventh Supplemental Indenture, dated as of July 25, 2023, among Extra Space Storage LP, as issuer, Extra Space Storage Inc., ESS Holdings Business Trust I and ESS Holdings Business Trust II, as guarantors, and Computershare Trust Company, N.A., as trustee, including the form of the Notes and the Guarantee.
+Added: 8-K July 25, 2023 4.5
+Added: 4.11 Eighth Supplemental Indenture, dated as of July 25, 2023, among Extra Space Storage LP, as issuer, Extra Space Storage Inc., ESS Holdings Business Trust I and ESS Holdings Business Trust II, as guarantors, and Computershare Trust Company, N.A., as trustee, including the form of the Notes and the Guarantee.
+Added: 8-K July 25, 2023 4.6
+Added: 4.12 Ninth Supplemental Indenture, dated as of July 25, 2023, among Extra Space Storage LP, as issuer, Extra Space Storage Inc., ESS Holdings Business Trust I and ESS Holdings Business Trust II, as guarantors, and Computershare Trust Company, N.A., as trustee, including the form of the Notes and the Guarantee.
+Added: 8-K July 25, 2023 4.7
+Added: 4.13 Tenth Supplemental Indenture, dated as of July 25, 2023, among Extra Space Storage LP, as issuer, Extra Space Storage Inc., ESS Holdings Business Trust I and ESS Holdings Business Trust II, as guarantors, and Computershare Trust Company, N.A., as trustee, including the form of the Notes and the Guarantee.
+Added: 8-K July 25, 2023 4.8
+Added: 4.14 Eleventh Supplemental Indenture, dated as of December 1, 2023, among Extra Space Storage LP, as issuer, Extra Space Storage Inc., ESS Holdings Business Trust I and ESS Holdings Business Trust II, as guarantors, and Computershare Trust Company, N.A., as trustee, including the form of the Notes and the Guarantee.
+Added: 8-K December 1, 2023 4.2
+Added: 4.15 Twelfth Supplemental Indenture, dated as of January 19, 2024, among Extra Space Storage LP, as issuer, Extra Space Storage Inc., ESS Holdings Business Trust I and ESS Holdings Business Trust II, as guarantors, and Computershare Trust Company, N.A., as trustee, including the form of the Notes and the Guarantee.
+Added: 8-K January 19, 2024 4.2
+Added: 4.16 Base Indenture, dated as of June 20, 2016, among Life Storage, Inc., Life Storage LP and Wells Fargo Bank, National Association (incorporated by reference to Exhibit 4.2 to the Current Report on Form 10-K filed by Life Storage Inc.
+Added: on February 24, 2023).
+Added: 8-K July 25, 2023 4.1
+Added: Exhibit Description Incorporated by Reference Filed Herewith
+Added: Form Date Number
+Added: 4.17 Sixth Supplemental Indenture, dated as of July 25, 2023, among Life Storage LP, as issuer, Life Storage LLC, as parent guarantor, and Computershare Trust Company, N.A., as trustee.
+Added: 8-K July 25, 2023 4.2
10.1 Joint Venture Agreement, dated June 1, 2004, by and between Extra Space Storage LLC and Prudential Financial, Inc.
3 unchanged sentences
8-K June 24, 2005 10.2
−Removed: 10.4 Purchase Agreement, dated as of July 27, 2005, among Extra Space Storage LP, ESS Statutory Trust III and the Purchaser named therein.
−Removed: 8-K August 2, 2005 10.1
10.3 Promissory Note, dated June 25, 2007, among Extra Space Storage LP, H.
4 unchanged sentences
8-K June 26, 2007 10.3
−Removed: Exhibit Description Incorporated by Reference Filed Herewith
−Removed: Form Date Number
−Removed: 10.7 Registration Rights Agreement among Extra Space Storage LP, H.
−Removed: James Knuppe and Barbara Knuppe.
−Removed: 10-K February 26, 2010 10.26
10.5 Membership Interest Purchase Agreement, dated as of April 13, 2012, between Extra Space Properties Sixty Three LLC and PRISA III Co-Investment LLC.
8-K April 16, 2012 10.1
−Removed: 10.9 Extra Space Storage Inc.
−Removed: Executive Change in Control Plan.
−Removed: 8-K August 31, 2010 10.1
10.6 Letter Agreement, dated as of November 22, 2013, amending the Contribution Agreement, dated June 15, 2007, among Extra Space Storage LP and various limited partnerships affiliated with AAAAA Rent-A-Space, and the Promissory Note, dated June 25, 2007, among Extra Space Storage LP, H.
4 unchanged sentences
10-Q May 5, 2017 10.1
+Added: 10.8* Extra Space Storage Inc.
+Added: Executive Change in Control Plan.
+Added: 8-K August 31, 2010 10.1
10.9* 2015 Incentive Award Plan
6 unchanged sentences
10-K February 26, 2010 10.11
−Removed: 10.17* Form of 2004 Long Term Incentive Compensation Plan Option Award Agreement for employees without employment agreements.
−Removed: 10-K February 26, 2010 10.12
−Removed: 10.18* Form of 2004 Non-Employee Directors Share Plan Option Award Agreement for Directors.
−Removed: 10-K February 26, 2010 10.13
10.13* 2004 Long Term Incentive Compensation Plan Restricted Stock Award Agreement.
10-Q November 7, 2007 10.2
−Removed: 10.20* First Amendment to Extra Space Storage Inc.
−Removed: 2004 Non-Employee Directors’ Share Plan.
−Removed: 10-Q November 7, 2007 10.4
−Removed: 10.21* Extra Space Storage 2004 Non-Employee Directors’ Share Plan.
−Removed: 10-K/A March 20, 2007 10.22
−Removed: 10.22 Second Amended and Restated Credit Agreement, dated as of June 22, 2021, by and among Extra Space Storage Inc., Extra Space Storage LP, U.S.
−Removed: Bank National Association, as administrative agent, certain other financial institutions acting as syndication agents, documentation agents and lead arrangers and books runners, and certain lenders party thereto.
+Added: 10.14* Policy for the Recovery of Erroneously Awarded Compensation
+Added: 10.15 Third Amended and Restated Credit Agreement, dated as of June 22, 2023, by and among Extra Space Storage Inc., Extra Space Storage LP, U.S.
+Added: Bank National Association, as administrative agent, certain other financial institutions acting as syndication agents, documentation agents and lead arrangers and book runners, and certain lenders party thereto.
8-K June 27, 2023 10.1
4 unchanged sentences
31.2 Certification of Chief Financial Officer pursuant to Section 302 of the Sarbanes-Oxley Act of 2002.
−Removed: 32.1 Certifications of the Chief Executive Officer and Chief Financial Officer pursuant to 18 U.S.C.
−Removed: Section 1350, as adopted pursuant to Section 906 of the Sarbanes-Oxley Act of 2002.
Exhibit Description Incorporated by Reference Filed Herewith
Form Date Number
+Added: 32.1 Certifications of the Chief Executive Officer and Chief Financial Officer pursuant to 18 U.S.C.
+Added: Section 1350, as adopted pursuant to Section 906 of the Sarbanes-Oxley Act of 2002.
101 The following financial information from Registrant’s Annual Report on Form 10-K for the period ended December 31, 2023, formatted in Extensible Business Reporting Language (XBRL):
7 unchanged sentences
* Management compensatory plan or arrangement
−Removed: (1) Incorporated by reference to Registration Statement on Form S-11 (File No.
−Removed: 333-115436 dated August 11, 2004).
Form 10-K Summary
20 unchanged sentences
February 29, 2024 By:
+Added: /s/ MARK BARBERIO
+Added: Mark Barberio
+Added: February 29, 2024 By:
+Added: /s/ JENNIFER BLOUIN
+Added: Jennifer Blouin
+Added: February 29, 2024 By:
/s/ JOSEPH J.
3 unchanged sentences
February 29, 2024 By:
−Removed: /s/ SPENCER F.
+Added: /s/ SUSAN HARNETT
+Added: Susan Harnett
February 29, 2024 By:
−Removed: /s/ DENNIS LETHAM
−Removed: Dennis Letham
+Added: /s/ SPENCER F.
February 29, 2024 By:
6 unchanged sentences
February 29, 2024 By:
+Added: /s/ JOSEPH V.
+Added: February 29, 2024 By:
/s/ JEFFERSON S.
Compared sentence by sentence after normalising whitespace, quotation marks, case and digits, so re-formatting and restated figures do not read as changed language. Wording changes appear as one removal and one addition. The current filing and the prior one are authoritative.