Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| CubeSmartCUBE · Entity 3585 | Director · CEO | July 15, 2026 | July 16, 2026 |
| STAG Industrial, Inc.STAG · Entity 3676 | Director | July 15, 2026 | July 16, 2026 |
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 July 15, 2026 · Filed July 16, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Phantom SharesSEC Table II · derivative / convertible security | Direct | 6,038 |
Reported balance
After 2026-07-15 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2026-07-15 · Grant · Acquired 78 · Balance 6,038 F1: These phantom shares were acquired through reinvestment of dividend equivalents under the CubeSmart Trust Executive Deferred Compensation Plan, amended and restated January 1, 2007, and are payable in cash on a one-for-one basis after the reporting person ceases employment with the Company. The reporting person may elect to transfer these phantom shares at any time by reallocating his or her deemed investment option to another investment alternative, and such transfer will be effected on the first business day of the calendar quarter following the election. |
Filing footnotes · ownership attribution and instrument terms
F1: These phantom shares were acquired through reinvestment of dividend equivalents under the CubeSmart Trust Executive Deferred Compensation Plan, amended and restated January 1, 2007, and are payable in cash on a one-for-one basis after the reporting person ceases employment with the Company. The reporting person may elect to transfer these phantom shares at any time by reallocating his or her deemed investment option to another investment alternative, and such transfer will be effected on the first business day of the calendar quarter following the election.
STAG Industrial, Inc.
Report date July 15, 2026 · Filed July 16, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 8,717 |
Reported balance
After 2026-07-15 transaction · row 1
1 source rowRow 1 · 2026-07-15 · Grant · Acquired 417 · Balance 8,717 F1: The shares were issued to the reporting person pursuant to STAG Industrial, Inc.'s 2011 Equity Incentive Plan, as amended, in lieu of quarterly fees of $16,250 for the reporting person's services as a director. The shares were valued at the average closing price of the shares for the 10-day period ended July 10, 2026, which was $38.89. |
| Common StockSEC Table I · non-derivative | IndirectBy trust | 20,152 |
Reported balance
Holding disclosure · report date 2026-07-15 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 20,152 |
Filing footnotes · ownership attribution and instrument terms
F1: The shares were issued to the reporting person pursuant to STAG Industrial, Inc.'s 2011 Equity Incentive Plan, as amended, in lieu of quarterly fees of $16,250 for the reporting person's services as a director. The shares were valued at the average closing price of the shares for the 10-day period ended July 10, 2026, which was $38.89.
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 |
|---|---|---|---|---|---|---|
| January 01, 2020 Filed Jan 3, 2020 21:54 UTC | CubeSmart CUBE · Entity 3585 | GrantCommon | 35,898 | $31.48 | $1,130,069.04 |
DisclosureSEC source: 0001225208-20-000334 · doc4.xml · nonDerivative · entry 1 MARR CHRISTOPHER P · CIK 0001185498 · Director · CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 438,884 F1 · shares: These common shares represent the vesting of performance-based units granted on January 23, 2017 under the 2007 Equity Incentive Plan of the Company. Read SEC document |
| October 15, 2019 Filed Oct 16, 2019 20:56 UTC | CubeSmart CUBE · Entity 3585 | GrantPhantom Shares · Derivative | 41 | $34.39 | $1,409.99 |
DisclosureSEC source: 0001225208-19-013448 · doc4.xml · derivative · entry 1 MARR CHRISTOPHER P · CIK 0001185498 · Director · CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,501 Underlying: Common · 41 shares Expires not disclosed F1 · derivative.exercise_price: These phantom shares were acquired through reinvestment of dividend equivalents under the CubeSmart Trust Executive Deferred Compensation Plan, amended and restated January 1, 2007, and are payable in cash on a one-for-one basis after the reporting person ceases employment with the Company. The reporting person may elect to transfer these phantom shares at any time by reallocating his or her deemed investment option to another investment alternative, and such transfer will be effected on the first business day of the calendar quarter following the election. F1 · derivative.exercise_date: These phantom shares were acquired through reinvestment of dividend equivalents under the CubeSmart Trust Executive Deferred Compensation Plan, amended and restated January 1, 2007, and are payable in cash on a one-for-one basis after the reporting person ceases employment with the Company. The reporting person may elect to transfer these phantom shares at any time by reallocating his or her deemed investment option to another investment alternative, and such transfer will be effected on the first business day of the calendar quarter following the election. F1 · derivative.expiration_date: These phantom shares were acquired through reinvestment of dividend equivalents under the CubeSmart Trust Executive Deferred Compensation Plan, amended and restated January 1, 2007, and are payable in cash on a one-for-one basis after the reporting person ceases employment with the Company. The reporting person may elect to transfer these phantom shares at any time by reallocating his or her deemed investment option to another investment alternative, and such transfer will be effected on the first business day of the calendar quarter following the election. Read SEC document |
| October 15, 2019 Filed Oct 17, 2019 21:44 UTC | STAG Industrial, Inc. STAG · Entity 3676 | GrantCommon Stock | 481 | $29.84 | $14,353.04 |
DisclosureSEC source: 0001179110-19-011117 · edgar.xml · nonDerivative · entry 1 MARR CHRISTOPHER P · CIK 0001185498 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,479 F1 · price: The shares were issued to the reporting person pursuant to the STAG Industrial, Inc. 2011 Equity Incentive Plan, as amended in lieu of quarterly fees of $14,375 for the reporting person's services as a director. The shares were valued at the average closing price of the shares for the 10-day period ended October 10, 2019, which was $29.84. Read SEC document |
| September 04, 2019 Filed Sep 4, 2019 20:48 UTC | CubeSmart CUBE · Entity 3585 | Exercise / conversionStock Option (right to buy) · Derivative | 79,888 | $0.00 Strike: $9.39 | $0.00 |
DisclosureSEC source: 0001225208-19-012150 · doc4.xml · derivative · entry 7 MARR CHRISTOPHER P · CIK 0001185498 · Director · CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common · 79,888 shares Expires 2021-01-24 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 · derivative.exercise_date: The original stock option for 80,589 shares became exercisable in three equal installments on January 24, 2012, 2013, and 2014. Read SEC document |
| September 04, 2019 Filed Sep 4, 2019 20:48 UTC | CubeSmart CUBE · Entity 3585 | SaleCommon | 40,000 | $36.10 | $1,444,000.00 |
DisclosureSEC source: 0001225208-19-012150 · doc4.xml · nonDerivative · entry 5 MARR CHRISTOPHER P · CIK 0001185498 · Director · CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 402,986 Read SEC document |
| September 04, 2019 Filed Sep 4, 2019 20:48 UTC | CubeSmart CUBE · Entity 3585 | SaleCommon | 39,888 | $36.20 | $1,443,945.60 |
DisclosureSEC source: 0001225208-19-012150 · doc4.xml · nonDerivative · entry 4 MARR CHRISTOPHER P · CIK 0001185498 · Director · CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 442,986 Read SEC document |
| September 04, 2019 Filed Sep 4, 2019 20:48 UTC | CubeSmart CUBE · Entity 3585 | Exercise / conversionCommon | 79,888 | $9.39 | $750,148.32 |
DisclosureSEC source: 0001225208-19-012150 · doc4.xml · nonDerivative · entry 3 MARR CHRISTOPHER P · CIK 0001185498 · Director · CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 482,874 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. Read SEC document |
| September 03, 2019 Filed Sep 4, 2019 20:48 UTC | CubeSmart CUBE · Entity 3585 | Exercise / conversionStock Option (right to buy) · Derivative | 701 | $0.00 Strike: $9.39 | $0.00 |
DisclosureSEC source: 0001225208-19-012150 · doc4.xml · derivative · entry 6 MARR CHRISTOPHER P · CIK 0001185498 · Director · CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 79,888 Underlying: Common · 701 shares Expires 2021-01-24 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 · derivative.exercise_date: The original stock option for 80,589 shares became exercisable in three equal installments on January 24, 2012, 2013, and 2014. Read SEC document |
| September 03, 2019 Filed Sep 4, 2019 20:48 UTC | CubeSmart CUBE · Entity 3585 | SaleCommon | 701 | $36.00 | $25,236.00 |
DisclosureSEC source: 0001225208-19-012150 · doc4.xml · nonDerivative · entry 2 MARR CHRISTOPHER P · CIK 0001185498 · Director · CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 402,986 Read SEC document |
| September 03, 2019 Filed Sep 4, 2019 20:48 UTC | CubeSmart CUBE · Entity 3585 | Exercise / conversionCommon | 701 | $9.39 | $6,582.39 |
DisclosureSEC source: 0001225208-19-012150 · doc4.xml · nonDerivative · entry 1 MARR CHRISTOPHER P · CIK 0001185498 · Director · CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 403,687 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. Read SEC document |
| July 15, 2019 Filed Jul 15, 2019 20:50 UTC | CubeSmart CUBE · Entity 3585 | GrantPhantom Shares · Derivative | 41 | $34.75 | $1,424.75 |
DisclosureSEC source: 0001225208-19-010244 · doc4.xml · derivative · entry 1 MARR CHRISTOPHER P · CIK 0001185498 · Director · CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,460 Underlying: Common · 41 shares Expires not disclosed F1 · derivative.exercise_price: These phantom shares were acquired through reinvestment of dividend equivalents under the CubeSmart Trust Executive Deferred Compensation Plan, amended and restated January 1, 2007, and are payable in cash on a one-for-one basis after the reporting person ceases employment with the Company. The reporting person may elect to transfer these phantom shares at any time by reallocating his or her deemed investment option to another investment alternative, and such transfer will be effected on the first business day of the calendar quarter following the election. F1 · derivative.exercise_date: These phantom shares were acquired through reinvestment of dividend equivalents under the CubeSmart Trust Executive Deferred Compensation Plan, amended and restated January 1, 2007, and are payable in cash on a one-for-one basis after the reporting person ceases employment with the Company. The reporting person may elect to transfer these phantom shares at any time by reallocating his or her deemed investment option to another investment alternative, and such transfer will be effected on the first business day of the calendar quarter following the election. F1 · derivative.expiration_date: These phantom shares were acquired through reinvestment of dividend equivalents under the CubeSmart Trust Executive Deferred Compensation Plan, amended and restated January 1, 2007, and are payable in cash on a one-for-one basis after the reporting person ceases employment with the Company. The reporting person may elect to transfer these phantom shares at any time by reallocating his or her deemed investment option to another investment alternative, and such transfer will be effected on the first business day of the calendar quarter following the election. Read SEC document |
| July 15, 2019 Filed Jul 16, 2019 22:28 UTC | STAG Industrial, Inc. STAG · Entity 3676 | GrantCommon Stock | 471 | $30.48 | $14,356.08 |
DisclosureSEC source: 0001179110-19-008680 · edgar.xml · nonDerivative · entry 1 MARR CHRISTOPHER P · CIK 0001185498 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,998 F1 · price: The shares were issued to the reporting person pursuant to the STAG Industrial, Inc. 2011 Equity Incentive Plan in lieu of quarterly fees of $14,375 for the reporting person's services as a director. The shares were valued at the average closing price of the shares for the 10-day period ended July 10, 2019, which was $30.48. Read SEC document |
| May 01, 2019 Filed May 3, 2019 21:02 UTC | CubeSmart CUBE · Entity 3585 | Exercise / conversionStock Option (right to buy) · Derivative | 46,178 | $0.00 Strike: $7.29 | $0.00 |
DisclosureSEC source: 0001225208-19-007718 · doc4.xml · derivative · entry 4 MARR CHRISTOPHER P · CIK 0001185498 · Director · CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common · 46,178 shares Expires 2020-01-13 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 · derivative.exercise_date: The original stock option for 106,178 shares became exercisable in three equal installments on January 13, 2011, 2012 and 2013. Read SEC document |
| May 01, 2019 Filed May 3, 2019 21:02 UTC | CubeSmart CUBE · Entity 3585 | SaleCommon | 26,178 | $32.50 | $850,913.27 |
DisclosureSEC source: 0001225208-19-007718 · doc4.xml · nonDerivative · entry 3 MARR CHRISTOPHER P · CIK 0001185498 · Director · CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 402,986 Read SEC document |
| May 01, 2019 Filed May 3, 2019 21:02 UTC | CubeSmart CUBE · Entity 3585 | SaleCommon | 20,000 | $32.41 | $648,294.00 |
DisclosureSEC source: 0001225208-19-007718 · doc4.xml · nonDerivative · entry 2 MARR CHRISTOPHER P · CIK 0001185498 · Director · CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 429,164 Read SEC document |
| May 01, 2019 Filed May 3, 2019 21:02 UTC | CubeSmart CUBE · Entity 3585 | Exercise / conversionCommon | 46,178 | $7.29 | $336,637.62 |
DisclosureSEC source: 0001225208-19-007718 · doc4.xml · nonDerivative · entry 1 MARR CHRISTOPHER P · CIK 0001185498 · Director · CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 449,164 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. Read SEC document |
| April 15, 2019 Filed Apr 15, 2019 21:01 UTC | CubeSmart CUBE · Entity 3585 | GrantPhantom Shares · Derivative | 45 | $31.81 | $1,431.45 |
DisclosureSEC source: 0001225208-19-006740 · doc4.xml · derivative · entry 1 MARR CHRISTOPHER P · CIK 0001185498 · Director · CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,419 Underlying: Common · 45 shares Expires not disclosed F1 · derivative.exercise_price: These phantom shares were acquired through reinvestment of dividend equivalents under the CubeSmart Trust Executive Deferred Compensation Plan, amended and restated January 1, 2007, and are payable in cash on a one-for-one basis after the reporting person ceases employment with the Company. The reporting person may elect to transfer these phantom shares at any time by reallocating his or her deemed investment option to another investment alternative, and such transfer will be effected on the first business day of the calendar quarter following the election. F1 · derivative.exercise_date: These phantom shares were acquired through reinvestment of dividend equivalents under the CubeSmart Trust Executive Deferred Compensation Plan, amended and restated January 1, 2007, and are payable in cash on a one-for-one basis after the reporting person ceases employment with the Company. The reporting person may elect to transfer these phantom shares at any time by reallocating his or her deemed investment option to another investment alternative, and such transfer will be effected on the first business day of the calendar quarter following the election. F1 · derivative.expiration_date: These phantom shares were acquired through reinvestment of dividend equivalents under the CubeSmart Trust Executive Deferred Compensation Plan, amended and restated January 1, 2007, and are payable in cash on a one-for-one basis after the reporting person ceases employment with the Company. The reporting person may elect to transfer these phantom shares at any time by reallocating his or her deemed investment option to another investment alternative, and such transfer will be effected on the first business day of the calendar quarter following the election. Read SEC document |
| April 15, 2019 Filed Apr 16, 2019 20:14 UTC | STAG Industrial, Inc. STAG · Entity 3676 | GrantCommon Stock | 486 | $29.53 | $14,351.58 |
DisclosureSEC source: 0001179110-19-004976 · edgar.xml · nonDerivative · entry 1 MARR CHRISTOPHER P · CIK 0001185498 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,527 F1 · price: The shares were issued to the reporting person pursuant to the Amended and Restated STAG Industrial, Inc. 2011 Equity Incentive Plan in lieu of quarterly fees of $14,375 for the reporting person's services as a director. The shares were valued at the average closing price of the shares for the 10-day period ended April 10, 2019, which was $29.53. Read SEC document |
| March 14, 2019 Filed Mar 15, 2019 20:55 UTC | CubeSmart CUBE · Entity 3585 | Exercise / conversionStock Option (right to buy) · Derivative | 18,109 | $0.00 Strike: $7.29 | $0.00 |
DisclosureSEC source: 0001225208-19-005372 · doc4.xml · derivative · entry 6 MARR CHRISTOPHER P · CIK 0001185498 · Director · CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 46,178 Underlying: Common · 18,109 shares Expires 2020-01-13 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 · derivative.exercise_date: The original stock option for 106,178 shares became exercisable in three equal installments on January 13, 2011, 2012 and 2013. Read SEC document |
| March 14, 2019 Filed Mar 15, 2019 20:55 UTC | CubeSmart CUBE · Entity 3585 | SaleCommon | 18,109 | $31.51 | $570,547.59 |
DisclosureSEC source: 0001225208-19-005372 · doc4.xml · nonDerivative · entry 4 MARR CHRISTOPHER P · CIK 0001185498 · Director · CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 402,986 Read SEC document |
| March 14, 2019 Filed Mar 15, 2019 20:55 UTC | CubeSmart CUBE · Entity 3585 | Exercise / conversionCommon | 18,109 | $7.29 | $132,014.61 |
DisclosureSEC source: 0001225208-19-005372 · doc4.xml · nonDerivative · entry 3 MARR CHRISTOPHER P · CIK 0001185498 · Director · CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 421,095 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. Read SEC document |
| March 13, 2019 Filed Mar 15, 2019 20:55 UTC | CubeSmart CUBE · Entity 3585 | Exercise / conversionStock Option (right to buy) · Derivative | 41,891 | $0.00 Strike: $7.29 | $0.00 |
DisclosureSEC source: 0001225208-19-005372 · doc4.xml · derivative · entry 5 MARR CHRISTOPHER P · CIK 0001185498 · Director · CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 64,287 Underlying: Common · 41,891 shares Expires 2020-01-13 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 · derivative.exercise_date: The original stock option for 106,178 shares became exercisable in three equal installments on January 13, 2011, 2012 and 2013. Read SEC document |
| March 13, 2019 Filed Mar 15, 2019 20:55 UTC | CubeSmart CUBE · Entity 3585 | SaleCommon | 41,891 | $31.51 | $1,319,985.41 |
DisclosureSEC source: 0001225208-19-005372 · doc4.xml · nonDerivative · entry 2 MARR CHRISTOPHER P · CIK 0001185498 · Director · CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 402,986 Read SEC document |
| March 13, 2019 Filed Mar 15, 2019 20:55 UTC | CubeSmart CUBE · Entity 3585 | Exercise / conversionCommon | 41,891 | $7.29 | $305,385.39 |
DisclosureSEC source: 0001225208-19-005372 · doc4.xml · nonDerivative · entry 1 MARR CHRISTOPHER P · CIK 0001185498 · Director · CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 444,877 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. Read SEC document |
| January 15, 2019 Filed Jan 15, 2019 21:45 UTC | CubeSmart CUBE · Entity 3585 | GrantPhantom Shares · Derivative | 47 | $29.42 | $1,382.74 |
DisclosureSEC source: 0001225208-19-000859 · doc4.xml · derivative · entry 1 MARR CHRISTOPHER P · CIK 0001185498 · Director · CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,374 Underlying: Common · 47 shares Expires not disclosed F1 · derivative.exercise_price: These phantom shares were acquired through reinvestment of dividend equivalents under the CubeSmart Trust Executive Deferred Compensation Plan, amended and restated January 1, 2007, and are payable in cash on a one-for-one basis after the reporting person ceases employment with the Company. The reporting person may elect to transfer these phantom shares at any time by reallocating his or her deemed investment option to another investment alternative, and such transfer will be effected on the first business day of the calendar quarter following the election. F1 · derivative.exercise_date: These phantom shares were acquired through reinvestment of dividend equivalents under the CubeSmart Trust Executive Deferred Compensation Plan, amended and restated January 1, 2007, and are payable in cash on a one-for-one basis after the reporting person ceases employment with the Company. The reporting person may elect to transfer these phantom shares at any time by reallocating his or her deemed investment option to another investment alternative, and such transfer will be effected on the first business day of the calendar quarter following the election. F1 · derivative.expiration_date: These phantom shares were acquired through reinvestment of dividend equivalents under the CubeSmart Trust Executive Deferred Compensation Plan, amended and restated January 1, 2007, and are payable in cash on a one-for-one basis after the reporting person ceases employment with the Company. The reporting person may elect to transfer these phantom shares at any time by reallocating his or her deemed investment option to another investment alternative, and such transfer will be effected on the first business day of the calendar quarter following the election. Read SEC document |
| January 15, 2019 Filed Jan 16, 2019 21:58 UTC | STAG Industrial, Inc. STAG · Entity 3676 | GrantCommon Stock | 577 | $24.88 | $14,355.76 |
DisclosureSEC source: 0001179110-19-000778 · edgar.xml · nonDerivative · entry 1 MARR CHRISTOPHER P · CIK 0001185498 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,041 F1 · price: The shares were issued to the reporting person pursuant to STAG Industrial, Inc.'s 2011 Equity Incentive Plan, as amended, in lieu of quarterly fees of $14,375.00 for the reporting person's services as a director. The shares were valued at the average closing price of the shares for the 10-day period ended January 10, 2019, which was $24.88. Read SEC document |
| January 07, 2019 Filed Jan 9, 2019 02:45 UTC | STAG Industrial, Inc. STAG · Entity 3676 | GrantLTIP Units · Derivative | 3,828 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001179110-19-000606 · edgar.xml · derivative · entry 1 MARR CHRISTOPHER P · CIK 0001185498 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 28,249 Underlying: Common Stock, par value $0.01 per share · 3,828 shares Expires not disclosed F1 · security: The long-term incentive plan units ("LTIP Units") of STAG Industrial Operating Partnership, L.P., a Delaware limited partnership ("Operating Partnership"), of which STAG Industrial, Inc., a Maryland corporation (the "Issuer"), is the sole member of the general partner, were granted to the reporting person on January 7, 2019 pursuant to the Issuer's 2011 Equity Incentive Plan, as amended. The LTIP Units are subject to forfeiture until January 1, 2020. F1 · derivative.exercise_price: The long-term incentive plan units ("LTIP Units") of STAG Industrial Operating Partnership, L.P., a Delaware limited partnership ("Operating Partnership"), of which STAG Industrial, Inc., a Maryland corporation (the "Issuer"), is the sole member of the general partner, were granted to the reporting person on January 7, 2019 pursuant to the Issuer's 2011 Equity Incentive Plan, as amended. The LTIP Units are subject to forfeiture until January 1, 2020. F2 · derivative.exercise_price: Over time, the LTIP Units can achieve full parity with common units of limited partnership of the Operating Partnership ("OP Units") for all purposes. If such parity is reached, non-forfeitable LTIP Units may be converted into OP Units and then may be redeemed for cash equal to the then-current market value of one share of the Issuer's common stock or, at the Issuer's election, for shares of the Issuer's common stock on a one-for-one basis. LTIP Units do not have an expiration date. F1 · price: The long-term incentive plan units ("LTIP Units") of STAG Industrial Operating Partnership, L.P., a Delaware limited partnership ("Operating Partnership"), of which STAG Industrial, Inc., a Maryland corporation (the "Issuer"), is the sole member of the general partner, were granted to the reporting person on January 7, 2019 pursuant to the Issuer's 2011 Equity Incentive Plan, as amended. The LTIP Units are subject to forfeiture until January 1, 2020. F2 · price: Over time, the LTIP Units can achieve full parity with common units of limited partnership of the Operating Partnership ("OP Units") for all purposes. If such parity is reached, non-forfeitable LTIP Units may be converted into OP Units and then may be redeemed for cash equal to the then-current market value of one share of the Issuer's common stock or, at the Issuer's election, for shares of the Issuer's common stock on a one-for-one basis. LTIP Units do not have an expiration date. F1 · derivative.exercise_date: The long-term incentive plan units ("LTIP Units") of STAG Industrial Operating Partnership, L.P., a Delaware limited partnership ("Operating Partnership"), of which STAG Industrial, Inc., a Maryland corporation (the "Issuer"), is the sole member of the general partner, were granted to the reporting person on January 7, 2019 pursuant to the Issuer's 2011 Equity Incentive Plan, as amended. The LTIP Units are subject to forfeiture until January 1, 2020. F2 · derivative.exercise_date: Over time, the LTIP Units can achieve full parity with common units of limited partnership of the Operating Partnership ("OP Units") for all purposes. If such parity is reached, non-forfeitable LTIP Units may be converted into OP Units and then may be redeemed for cash equal to the then-current market value of one share of the Issuer's common stock or, at the Issuer's election, for shares of the Issuer's common stock on a one-for-one basis. LTIP Units do not have an expiration date. F2 · derivative.expiration_date: Over time, the LTIP Units can achieve full parity with common units of limited partnership of the Operating Partnership ("OP Units") for all purposes. If such parity is reached, non-forfeitable LTIP Units may be converted into OP Units and then may be redeemed for cash equal to the then-current market value of one share of the Issuer's common stock or, at the Issuer's election, for shares of the Issuer's common stock on a one-for-one basis. LTIP Units do not have an expiration date. Read SEC document |
| January 01, 2019 Filed Jan 3, 2019 22:16 UTC | CubeSmart CUBE · Entity 3585 | GrantStock Option (right to buy) · Derivative | 157,480 | $0.00 Strike: $28.69 | $0.00 |
DisclosureSEC source: 0001225208-19-000467 · doc4.xml · derivative · entry 3 MARR CHRISTOPHER P · CIK 0001185498 · Director · CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 157,480 Underlying: Common · 157,480 shares Expires 2028-12-31 F3 · derivative.exercise_date: The stock options vest ratably over a three-year period, one-third per year on each of the first three anniversaries of the grant date, provided the reporting person remains employed by the Company. Read SEC document |
| January 01, 2019 Filed Jan 3, 2019 22:16 UTC | CubeSmart CUBE · Entity 3585 | GrantCommon | 15,960 | $28.69 | $457,892.40 |
DisclosureSEC source: 0001225208-19-000467 · doc4.xml · nonDerivative · entry 2 MARR CHRISTOPHER P · CIK 0001185498 · Director · CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 402,986 F2 · shares: These common shares represent the vesting of performance-based units granted on January 22, 2016 under the 2007 Equity Incentive Plan of the Company. Read SEC document |
| January 01, 2019 Filed Jan 3, 2019 22:16 UTC | CubeSmart CUBE · Entity 3585 | GrantCommon | 34,855 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-19-000467 · doc4.xml · nonDerivative · entry 1 MARR CHRISTOPHER P · CIK 0001185498 · Director · CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 387,026 F1 · shares: These common units represent restricted units issued under the Company's 2007 Equity Incentive Plan and are subject to risk of forfeiture. The common units vest ratably over a three-year period, one-third per year on January 1, 2020, January 1, 2021, and January 1, 2022, provided the reporting person remains employed by the Company. Read SEC document |
| October 15, 2018 Filed Oct 15, 2018 20:16 UTC | STAG Industrial, Inc. STAG · Entity 3676 | GrantCommon Stock | 537 | $26.76 | $14,370.12 |
DisclosureSEC source: 0001179110-18-012168 · edgar.xml · nonDerivative · entry 1 MARR CHRISTOPHER P · CIK 0001185498 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,464 F1 · price: The shares were issued to the reporting person pursuant to the STAG Industrial, Inc.'s 2011 Equity Incentive Plan in lieu of quarterly fees of $14,375.00 for the reporting person's services as a director. The shares were valued at the average closing price of the shares for the 10-day period ended October 10, 2018, which was $26.76. Read SEC document |
| October 15, 2018 Filed Oct 15, 2018 20:59 UTC | CubeSmart CUBE · Entity 3585 | GrantPhantom Shares · Derivative | 46 | $27.80 | $1,278.80 |
DisclosureSEC source: 0001225208-18-014598 · doc4.xml · derivative · entry 1 MARR CHRISTOPHER P · CIK 0001185498 · Director · CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,327 Underlying: Common · 46 shares Expires not disclosed F1 · derivative.exercise_price: These phantom shares were acquired through reinvestment of dividend equivalents under the CubeSmart Trust Executive Deferred Compensation Plan, amended and restated January 1, 2007, and are payable in cash on a one-for-one basis after the reporting person ceases employment with the Company. The reporting person may elect to transfer these phantom shares at any time by reallocating his or her deemed investment option to another investment alternative, and such transfer will be effected on the first business day of the calendar quarter following the election. F1 · derivative.exercise_date: These phantom shares were acquired through reinvestment of dividend equivalents under the CubeSmart Trust Executive Deferred Compensation Plan, amended and restated January 1, 2007, and are payable in cash on a one-for-one basis after the reporting person ceases employment with the Company. The reporting person may elect to transfer these phantom shares at any time by reallocating his or her deemed investment option to another investment alternative, and such transfer will be effected on the first business day of the calendar quarter following the election. F1 · derivative.expiration_date: These phantom shares were acquired through reinvestment of dividend equivalents under the CubeSmart Trust Executive Deferred Compensation Plan, amended and restated January 1, 2007, and are payable in cash on a one-for-one basis after the reporting person ceases employment with the Company. The reporting person may elect to transfer these phantom shares at any time by reallocating his or her deemed investment option to another investment alternative, and such transfer will be effected on the first business day of the calendar quarter following the election. Read SEC document |
| July 16, 2018 Filed Jul 16, 2018 21:02 UTC | CubeSmart CUBE · Entity 3585 | GrantPhantom Shares · Derivative | 40 | $31.50 | $1,260.00 |
DisclosureSEC source: 0001225208-18-011706 · doc4.xml · derivative · entry 2 MARR CHRISTOPHER P · CIK 0001185498 · Director · CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,281 Underlying: Common · 40 shares Expires not disclosed F2 · derivative.exercise_price: These phantom shares were acquired through reinvestment of dividend equivalents under the CubeSmart Trust Executive Deferred Compensation Plan, amended and restated January 1, 2007, and are payable in cash on a one-for-one basis after the reporting person ceases employment with the Company. The reporting person may elect to transfer these phantom shares at any time by reallocating his or her deemed investment option to another investment alternative, and such transfer will be effected on the first business day of the calendar quarter following the election. F2 · derivative.exercise_date: These phantom shares were acquired through reinvestment of dividend equivalents under the CubeSmart Trust Executive Deferred Compensation Plan, amended and restated January 1, 2007, and are payable in cash on a one-for-one basis after the reporting person ceases employment with the Company. The reporting person may elect to transfer these phantom shares at any time by reallocating his or her deemed investment option to another investment alternative, and such transfer will be effected on the first business day of the calendar quarter following the election. F2 · derivative.expiration_date: These phantom shares were acquired through reinvestment of dividend equivalents under the CubeSmart Trust Executive Deferred Compensation Plan, amended and restated January 1, 2007, and are payable in cash on a one-for-one basis after the reporting person ceases employment with the Company. The reporting person may elect to transfer these phantom shares at any time by reallocating his or her deemed investment option to another investment alternative, and such transfer will be effected on the first business day of the calendar quarter following the election. Read SEC document |
| July 16, 2018 Filed Jul 17, 2018 20:10 UTC | STAG Industrial, Inc. STAG · Entity 3676 | GrantCommon Stock | 524 | $27.40 | $14,357.60 |
DisclosureSEC source: 0001179110-18-009743 · edgar.xml · nonDerivative · entry 1 MARR CHRISTOPHER P · CIK 0001185498 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,927 F1 · price: The shares were issued to the reporting person pursuant to the STAG Industrial, Inc.'s 2011 Equity Incentive Plan in lieu of quarterly fees of $14,375.00 for the reporting person's services as a director. The shares were valued at the average closing price of the shares for the 10-day period ended July 11, 2018, which was $27.40. Read SEC document |
| May 31, 2018 Filed Jul 16, 2018 21:02 UTC | CubeSmart CUBE · Entity 3585 | GiftCommon | 1,639 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-18-011706 · doc4.xml · nonDerivative · entry 1 MARR CHRISTOPHER P · CIK 0001185498 · Director · CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 352,171 F1 · kind: This transaction involved an irrevocable gift of shares by the reporting person to a Schwab Charitable Donor Advised Account. The reporting person does not control the liquidation of the shares. Read SEC document |
| May 07, 2018 Filed May 8, 2018 20:58 UTC | CubeSmart CUBE · Entity 3585 | Exercise / conversionStock Option (right to buy) · Derivative | 29,700 | $0.00 Strike: $3.79 | $0.00 |
DisclosureSEC source: 0001225208-18-008909 · doc4.xml · derivative · entry 9 MARR CHRISTOPHER P · CIK 0001185498 · Director · CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common · 29,700 shares Expires 2019-01-23 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 · derivative.exercise_date: The original stock option for 315,268 shares became exercisable in three equal installments on January 23, 2010, 2011 and 2012. Read SEC document |
| May 07, 2018 Filed May 8, 2018 20:58 UTC | CubeSmart CUBE · Entity 3585 | Exercise / conversionStock Option (right to buy) · Derivative | 10,000 | $0.00 Strike: $3.79 | $0.00 |
DisclosureSEC source: 0001225208-18-008909 · doc4.xml · derivative · entry 8 MARR CHRISTOPHER P · CIK 0001185498 · Director · CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 29,700 Underlying: Common · 10,000 shares Expires 2019-01-23 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 · derivative.exercise_date: The original stock option for 315,268 shares became exercisable in three equal installments on January 23, 2010, 2011 and 2012. Read SEC document |
| May 07, 2018 Filed May 8, 2018 20:58 UTC | CubeSmart CUBE · Entity 3585 | SaleCommon | 29,700 | $29.95 | $889,515.00 |
DisclosureSEC source: 0001225208-18-008909 · doc4.xml · nonDerivative · entry 6 MARR CHRISTOPHER P · CIK 0001185498 · Director · CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 353,810 Read SEC document |
| May 07, 2018 Filed May 8, 2018 20:58 UTC | CubeSmart CUBE · Entity 3585 | SaleCommon | 10,000 | $30.00 | $300,000.00 |
DisclosureSEC source: 0001225208-18-008909 · doc4.xml · nonDerivative · entry 5 MARR CHRISTOPHER P · CIK 0001185498 · Director · CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 383,510 Read SEC document |
| May 07, 2018 Filed May 8, 2018 20:58 UTC | CubeSmart CUBE · Entity 3585 | Exercise / conversionCommon | 10,000 | $3.79 | $37,900.00 |
DisclosureSEC source: 0001225208-18-008909 · doc4.xml · nonDerivative · entry 4 MARR CHRISTOPHER P · CIK 0001185498 · Director · CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 393,510 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. Read SEC document |
| May 07, 2018 Filed May 8, 2018 20:58 UTC | CubeSmart CUBE · Entity 3585 | Exercise / conversionCommon | 29,700 | $3.79 | $112,563.00 |
DisclosureSEC source: 0001225208-18-008909 · doc4.xml · nonDerivative · entry 3 MARR CHRISTOPHER P · CIK 0001185498 · Director · CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 383,510 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. Read SEC document |
| May 04, 2018 Filed May 8, 2018 20:58 UTC | CubeSmart CUBE · Entity 3585 | Exercise / conversionStock Option (right to buy) · Derivative | 175,568 | $0.00 Strike: $3.79 | $0.00 |
DisclosureSEC source: 0001225208-18-008909 · doc4.xml · derivative · entry 7 MARR CHRISTOPHER P · CIK 0001185498 · Director · CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 39,700 Underlying: Common · 175,568 shares Expires 2019-01-23 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 · derivative.exercise_date: The original stock option for 315,268 shares became exercisable in three equal installments on January 23, 2010, 2011 and 2012. Read SEC document |
| May 04, 2018 Filed May 8, 2018 20:58 UTC | CubeSmart CUBE · Entity 3585 | SaleCommon | 175,568 | $29.87 | $5,244,918.43 |
DisclosureSEC source: 0001225208-18-008909 · doc4.xml · nonDerivative · entry 2 MARR CHRISTOPHER P · CIK 0001185498 · Director · CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 353,810 Read SEC document |
| May 04, 2018 Filed May 8, 2018 20:58 UTC | CubeSmart CUBE · Entity 3585 | Exercise / conversionCommon | 175,568 | $3.79 | $665,402.72 |
DisclosureSEC source: 0001225208-18-008909 · doc4.xml · nonDerivative · entry 1 MARR CHRISTOPHER P · CIK 0001185498 · Director · CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 529,378 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. Read SEC document |
| April 16, 2018 Filed Apr 16, 2018 20:26 UTC | STAG Industrial, Inc. STAG · Entity 3676 | GrantCommon Stock | 605 | $23.74 | $14,362.70 |
DisclosureSEC source: 0001179110-18-005670 · edgar.xml · nonDerivative · entry 1 MARR CHRISTOPHER P · CIK 0001185498 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,403 F1 · price: The shares were issued to the reporting person pursuant to the STAG Industrial, Inc.'s 2011 Equity Incentive Plan in lieu of quarterly fees of $14,375.00 for the reporting person's services as a director. The shares were valued at the average closing price of the shares for the 10-day period ended April 11, 2018, which was $23.74. Read SEC document |
| April 16, 2018 Filed Apr 16, 2018 20:52 UTC | CubeSmart CUBE · Entity 3585 | GrantPhantom Shares · Derivative | 45 | $28.06 | $1,262.70 |
DisclosureSEC source: 0001225208-18-007756 · doc4.xml · derivative · entry 1 MARR CHRISTOPHER P · CIK 0001185498 · Director · CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,241 Underlying: Common · 45 shares Expires not disclosed F1 · derivative.exercise_price: These phantom shares were acquired through reinvestment of dividend equivalents under the CubeSmart Trust Executive Deferred Compensation Plan, amended and restated January 1, 2007, and are payable in cash on a one-for-one basis after the reporting person ceases employment with the Company. The reporting person may elect to transfer these phantom shares at any time by reallocating his or her deemed investment option to another investment alternative, and such transfer will be effected on the first business day of the calendar quarter following the election. F1 · derivative.exercise_date: These phantom shares were acquired through reinvestment of dividend equivalents under the CubeSmart Trust Executive Deferred Compensation Plan, amended and restated January 1, 2007, and are payable in cash on a one-for-one basis after the reporting person ceases employment with the Company. The reporting person may elect to transfer these phantom shares at any time by reallocating his or her deemed investment option to another investment alternative, and such transfer will be effected on the first business day of the calendar quarter following the election. F1 · derivative.expiration_date: These phantom shares were acquired through reinvestment of dividend equivalents under the CubeSmart Trust Executive Deferred Compensation Plan, amended and restated January 1, 2007, and are payable in cash on a one-for-one basis after the reporting person ceases employment with the Company. The reporting person may elect to transfer these phantom shares at any time by reallocating his or her deemed investment option to another investment alternative, and such transfer will be effected on the first business day of the calendar quarter following the election. Read SEC document |
| April 16, 2018 Filed Apr 18, 2018 14:42 UTC Amendment | STAG Industrial, Inc. STAG · Entity 3676 | GrantCommon Stock | 605 | $23.74 | $14,362.70 |
DisclosureSEC source: 0001179110-18-005721 · edgar.xml · nonDerivative · entry 1 MARR CHRISTOPHER P · CIK 0001185498 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,403 F1 · price: The shares were issued to the reporting person pursuant to the STAG Industrial, Inc.'s 2011 Equity Incentive Plan in lieu of quarterly fees of $14,375.00 for the reporting person's services as a director. The shares were valued at the average closing price of the shares for the 10-day period ended April 11, 2018, which was $23.74. F2 · balance_after: The amount of securities beneficially owned by the reporting person following the reported transaction filed on April 16, 2018 was incorrectly listed as 13,403. The correct number of shares beneficially owned following the reported transaction is 12,403. Read SEC document |
| January 23, 2018 Filed Jan 24, 2018 21:39 UTC | CubeSmart CUBE · Entity 3585 | GrantStock Option (right to buy) · Derivative | 107,181 | $0.00 Strike: $27.78 | $0.00 |
DisclosureSEC source: 0001225208-18-001436 · doc4.xml · derivative · entry 3 MARR CHRISTOPHER P · CIK 0001185498 · Director · CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 107,181 Underlying: Common · 107,181 shares Expires 2028-01-22 F2 · derivative.exercise_date: The stock options vest ratably over a three-year period, one-third per year on each of the first three anniversaries of the grant date, provided the reporting person remains employed by the Company. Read SEC document |
| January 23, 2018 Filed Jan 24, 2018 21:39 UTC | CubeSmart CUBE · Entity 3585 | Tax withholdingCommon | 2,674 | $27.78 | $74,283.72 |
DisclosureSEC source: 0001225208-18-001436 · doc4.xml · nonDerivative · entry 2 MARR CHRISTOPHER P · CIK 0001185498 · Director · CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 353,810 Read SEC document |
| January 23, 2018 Filed Jan 24, 2018 21:39 UTC | CubeSmart CUBE · Entity 3585 | GrantCommon | 23,998 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-18-001436 · doc4.xml · nonDerivative · entry 1 MARR CHRISTOPHER P · CIK 0001185498 · Director · CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 356,484 F1 · shares: These common units represent restricted units issued under the Company's 2007 Equity Incentive Plan and are subject to risk of forfeiture. The common units vest ratably over a three-year period, one-third per year on January 23, 2019, January 23, 2020, and January 23, 2021, provided the reporting person remains employed by the Company. 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.