Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| CubeSmartCUBE · Entity 3585 | Director | May 11, 2021 | May 12, 2021 |
| SLM CorpSLM · Entity 3927 | Director | June 21, 2023 | June 23, 2023 |
Disclosed balances
About these balances
Latest available filing per company, not a reconstructed current portfolio. Matching sequences show the last reported balance with all source rows expandable; grouping alone does not establish account ownership. Do not add unresolved positions together. Filings may omit unchanged positions, and amendments may correct only part of an older disclosure. Jointly reported shares are not necessarily this owner's personal holdings.
CubeSmart
Report date May 11, 2021 · Filed May 12, 2021
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| CommonSEC Table I · non-derivative | Direct | 49,744 |
Reported balance
After 2021-05-11 transaction · row 1
1 source rowRow 1 · 2021-05-11 · Grant · Acquired 2,452 · Balance 49,744 F1: The common shares are issued under the Company's 2007 Equity Incentive Plan. The common shares vest on the earlier of the first anniversary of the grant date, or the date of the 2022 Annual Meeting of Shareholders, or date the trustee resigns or retires from service on the Board. |
Filing footnotes · ownership attribution and instrument terms
F1: The common shares are issued under the Company's 2007 Equity Incentive Plan. The common shares vest on the earlier of the first anniversary of the grant date, or the date of the 2022 Annual Meeting of Shareholders, or date the trustee resigns or retires from service on the Board.
SLM Corp
Report date June 21, 2023 · Filed June 23, 2023
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 44,898.6853 |
Reported balance
After 2023-06-21 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2023-06-21 · Grant · Acquired 7,589 · Balance 44,898.6853 F1: The reporting person received shares of Restricted Common Stock, issued pursuant to the terms of the SLM Corporation 2021 Omnibus Incentive Plan - 2023 Independent Director Restricted Stock Agreement (the "2023 Agreement") in partial payment of the annual retainer to independent directors. The Restricted Common Stock award is subject to vesting upon the terms set forth in the 2023 Agreement. F2: Includes Dividend Equivalent Units issued in connection with Restricted Common Stock held by the reporting person. |
| Common StockSEC Table I · non-derivative | IndirectBy Marianne Keler Trust | 76,574 |
Reported balance
Holding disclosure · report date 2023-06-21 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 76,574 |
Filing footnotes · ownership attribution and instrument terms
F1: The reporting person received shares of Restricted Common Stock, issued pursuant to the terms of the SLM Corporation 2021 Omnibus Incentive Plan - 2023 Independent Director Restricted Stock Agreement (the "2023 Agreement") in partial payment of the annual retainer to independent directors. The Restricted Common Stock award is subject to vesting upon the terms set forth in the 2023 Agreement.
F2: Includes Dividend Equivalent Units issued in connection with Restricted Common Stock held by the reporting person.
Transaction history
JSON APIPurchases/sales include open-market and private transactions. Plan disclosure applies to the filing; individual rows may differ. “Not disclosed” is not “unplanned.”
The cutoff filters transaction history only. Company summaries and owner relationships show the latest available disclosures. Parser corrections can improve historical records.
| Transaction date | Company | Activity / security | Shares / units | Reported price | Reported value | Details |
|---|---|---|---|---|---|---|
| June 21, 2023 Filed Jun 23, 2023 16:32 UTC | SLM Corp SLM · Entity 3927 | GrantCommon Stock | 7,589 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-23-023321 · wk-form4_1687552333.xml · nonDerivative · entry 1 KELER MARIANNE M · CIK 0001065136 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 44,898.6853 F1 · shares: The reporting person received shares of Restricted Common Stock, issued pursuant to the terms of the SLM Corporation 2021 Omnibus Incentive Plan - 2023 Independent Director Restricted Stock Agreement (the "2023 Agreement") in partial payment of the annual retainer to independent directors. The Restricted Common Stock award is subject to vesting upon the terms set forth in the 2023 Agreement. F2 · balance_after: Includes Dividend Equivalent Units issued in connection with Restricted Common Stock held by the reporting person. Read SEC document |
| June 21, 2022 Filed Jun 23, 2022 16:20 UTC | SLM Corp SLM · Entity 3927 | GrantCommon Stock | 7,971 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-22-017896 · wf-form4_165601560096620.xml · nonDerivative · entry 1 KELER MARIANNE M · CIK 0001065136 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 37,072 F1 · shares: The reporting person received shares of Restricted Common Stock, issued pursuant to the terms of the SLM Corporation 2021 Omnibus Incentive Plan - 2022 Independent Director Restricted Stock Agreement (the "2022 Agreement") in partial payment of the annual retainer to independent directors. The Restricted Common Stock award is subject to vesting upon the terms set forth in the 2022 Agreement. F2 · balance_after: Includes Dividend Equivalent Units issued in connection with Restricted Common Stock held by the reporting person. Read SEC document |
| June 08, 2021 Filed Jun 10, 2021 16:13 UTC | SLM Corp SLM · Entity 3927 | GrantCommon Stock | 4,918 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-21-012018 · wf-form4_162335599539672.xml · nonDerivative · entry 1 KELER MARIANNE M · CIK 0001065136 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 28,984 F1 · shares: The reporting person received shares of Restricted Common Stock, issued pursuant to the terms of the SLM Corporation 2012 Omnibus Incentive Plan - 2021 Independent Director Restricted Stock Agreement (the "2021 Agreement") in partial payment of the annual retainer to independent directors. The Restricted Common Stock award is subject to vesting upon the terms set forth in the 2021 Agreement. F2 · balance_after: Includes Dividend Equivalent Units in connection with the Restricted Common Stock granted under the SLM Corporation 2012 Omnibus Incentive Plan. Read SEC document |
| May 11, 2021 Filed May 12, 2021 17:00 UTC | CubeSmart CUBE · Entity 3585 | GrantCommon | 2,452 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-21-008032 · doc4.xml · nonDerivative · entry 1 KELER MARIANNE M · CIK 0001065136 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 49,744 F1 · shares: The common shares are issued under the Company's 2007 Equity Incentive Plan. The common shares vest on the earlier of the first anniversary of the grant date, or the date of the 2022 Annual Meeting of Shareholders, or date the trustee resigns or retires from service on the Board. Read SEC document |
| August 18, 2020 Filed Aug 18, 2020 17:28 UTC | CubeSmart CUBE · Entity 3585 | SaleCommon | 10,000 | $31.45 | $314,488.00 |
DisclosureSEC source: 0001225208-20-010716 · doc4.xml · nonDerivative · entry 1 KELER MARIANNE M · CIK 0001065136 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 47,292 Read SEC document |
| June 18, 2020 Filed Jun 22, 2020 17:56 UTC | SLM Corp SLM · Entity 3927 | GrantCommon Stock | 13,003 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-20-009798 · wf-form4_159286294597299.xml · nonDerivative · entry 1 KELER MARIANNE M · CIK 0001065136 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 23,961 F1 · shares: The reporting person received shares of restricted common stock, issued pursuant to the terms of the SLM Corporation 2012 Omnibus Incentive Plan - 2020 Independent Director Restricted Stock Agreement (the "2020 Agreement") in partial payment of the annual retainer to independent directors. The restricted common stock award is subject to vesting upon the terms set forth in the 2020 Agreement. F2 · balance_after: Includes Dividend Equivalent units in connection with the restricted common stock granted under the SLM Corporation 2012 Omnibus Incentive Plan. Read SEC document |
| May 12, 2020 Filed May 13, 2020 17:05 UTC | CubeSmart CUBE · Entity 3585 | GrantCommon | 3,899 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-20-007597 · doc4.xml · nonDerivative · entry 1 KELER MARIANNE M · CIK 0001065136 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 57,292 F1 · shares: The common shares are issued under the Company's 2007 Equity Incentive Plan. The common shares vest on the earlier of the first anniversary of the grant date or the date the trustee resigns or retires from service on the Board. Read SEC document |
| January 27, 2020 Filed Jan 29, 2020 17:56 UTC | SLM Corp SLM · Entity 3927 | Exercise / conversionStock Options (Right to Buy) · Derivative | 2,500 | $0.00 Strike: $4.14 | $0.00 |
DisclosureSEC source: 0001628280-20-000716 · wf-form4_158033854323979.xml · derivative · entry 3 KELER MARIANNE M · CIK 0001065136 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 2,500 shares Expires 2020-09-30 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · shares: Stock options exercised by the reporting person in advance of pending expiration of options. Read SEC document |
| January 27, 2020 Filed Jan 29, 2020 17:56 UTC | SLM Corp SLM · Entity 3927 | Tax withholdingCommon Stock | 918 | $11.29 | $10,364.22 |
DisclosureSEC source: 0001628280-20-000716 · wf-form4_158033854323979.xml · nonDerivative · entry 2 KELER MARIANNE M · CIK 0001065136 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 87,443.3736 F3 · shares: Represents shares withheld by the Company to satisfy the exercise price of the options. F2 · balance_after: Includes Dividend Equivalent units in connection with the restricted common stock granted under the SLM Corporation 2012 Omnibus Incentive Plan. Read SEC document |
| January 27, 2020 Filed Jan 29, 2020 17:56 UTC | SLM Corp SLM · Entity 3927 | Exercise / conversionCommon Stock | 2,500 | $4.14 | $10,355.00 |
DisclosureSEC source: 0001628280-20-000716 · wf-form4_158033854323979.xml · nonDerivative · entry 1 KELER MARIANNE M · CIK 0001065136 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 88,361.3736 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · shares: Stock options exercised by the reporting person in advance of pending expiration of options. F2 · balance_after: Includes Dividend Equivalent units in connection with the restricted common stock granted under the SLM Corporation 2012 Omnibus Incentive Plan. Read SEC document |
| June 20, 2019 Filed Jun 24, 2019 16:32 UTC | SLM Corp SLM · Entity 3927 | GrantCommon Stock | 10,799 | $0.00 | $0.00 |
DisclosureSEC source: 0000899243-19-017945 · doc4.xml · nonDerivative · entry 1 KELER MARIANNE M · CIK 0001065136 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 85,791 F1 · shares: The reporting person received shares of restricted common stock, issued pursuant to the terms of the SLM Corporation 2012 Omnibus Incentive Plan - 2019 Independent Director Restricted Stock Agreement (the "2019 Agreement") in partial payment of the annual retainer to independent directors. The restricted common stock award is subject to vesting upon the terms set forth in the 2019 Agreement. F2 · balance_after: Includes Dividend Equivalent units in connection with restricted common stock granted under the SLM Corporation 2012 Omnibus Incentive Plan. Read SEC document |
| May 14, 2019 Filed May 15, 2019 16:41 UTC | CubeSmart CUBE · Entity 3585 | GrantCommon | 3,131 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-19-008070 · doc4.xml · nonDerivative · entry 1 KELER MARIANNE M · CIK 0001065136 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 53,393 F1 · shares: The common shares are issued under the Company's 2007 Equity Incentive Plan. The common shares vest on the earlier of the first anniversary of the grant date or the date the trustee resigns or retires from service on the Board. Read SEC document |
| June 21, 2018 Filed Jun 25, 2018 16:39 UTC | SLM Corp SLM · Entity 3927 | GrantCommon Stock | 7,672 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-18-021838 · form4.xml · nonDerivative · entry 1 KELER MARIANNE M · CIK 0001065136 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 74,946 F1 · shares: The reporting person received shares of restricted common stock, issued pursuant to the terms of the SLM Corporation 2012 Omnibus Incentive Plan - 2018 Independent Director Restricted Stock Agreement (the "2018 Agreement") in partial payment of the annual retainer to independent directors. The restricted common stock award is subject to vesting upon the terms set forth in the 2018 Agreement. Read SEC document |
| May 30, 2018 Filed May 31, 2018 16:28 UTC | CubeSmart CUBE · Entity 3585 | GrantCommon | 2,712 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-18-009993 · doc4.xml · nonDerivative · entry 1 KELER MARIANNE M · CIK 0001065136 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 50,262 F1 · shares: The common shares issued under the Company's 2007 Equity Incentive Plan and are subject to forfeiture. The common shares vest on the first anniversary of the grant date. Read SEC document |
| June 22, 2017 Filed Jun 26, 2017 08:42 UTC | SLM Corp SLM · Entity 3927 | GrantCommon Stock | 7,373 | $0.00 | $0.00 |
DisclosureSEC source: 0001127602-17-022121 · form4.xml · nonDerivative · entry 1 KELER MARIANNE M · CIK 0001065136 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 67,274 F1 · shares: The reporting person received shares of restricted common stock, issued pursuant to the terms of the SLM Corporation 2012 Omnibus Incentive Plan - 2017 Independent Director Restricted Stock Agreement (the "2017 Agreement") in partial payment of the annual retainer to independent directors. The restricted common stock award is subject to vesting upon the terms set forth in the 2017 Agreement. Read SEC document |
| May 31, 2017 Filed Jun 2, 2017 16:30 UTC | CubeSmart CUBE · Entity 3585 | GrantCommon | 3,132 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-17-010798 · doc4.xml · nonDerivative · entry 1 KELER MARIANNE M · CIK 0001065136 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 47,550 F1 · shares: The common shares issued under the Company's 2007 Equity Incentive Plan and are subject to forfeiture. The common shares have a vest on the earlier of the first anniversary of the grant date or the Company's annual meeting of shareholders in 2018. Read SEC document |
| October 28, 2016 Filed Oct 31, 2016 16:11 UTC | SLM Corp SLM · Entity 3927 | PurchaseCommon Stock | 10,000 | $7.12 | $71,200.00 |
DisclosureSEC source: 0001127602-16-065558 · form4.xml · nonDerivative · entry 1 KELER MARIANNE M · CIK 0001065136 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 59,901 F1 · price: The price in Column 4 is a weighted average price. The prices actually ranged from $7.1175 to $7.12. For all transactions reported in this Form 4 utilizing a weighted average price, the reporting person will provide to the issuer, any security holder of the issuer, or the SEC staff, upon request, information regarding the number of units purchased at each price within the range. Read SEC document |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.