Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| CubeSmartCUBE · Entity 3585 | CFO | 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 | 23,264 |
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 301 · Balance 23,264 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.
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 |
|---|---|---|---|---|---|---|
| December 13, 2017 Filed Dec 14, 2017 21:17 UTC | CubeSmart CUBE · Entity 3585 | SaleCommon | 8,409 | $29.40 | $247,235.53 |
DisclosureSEC source: 0001225208-17-018671 · doc4.xml · nonDerivative · entry 4 MARTIN TIMOTHY M · CIK 0001284549 · CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 153,948 Read SEC document |
| December 13, 2017 Filed Dec 14, 2017 21:17 UTC | CubeSmart CUBE · Entity 3585 | Exercise / conversionCommon | 8,409 | $3.79 | $31,870.11 |
DisclosureSEC source: 0001225208-17-018671 · doc4.xml · nonDerivative · entry 3 MARTIN TIMOTHY M · CIK 0001284549 · CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 162,357 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 |
| December 12, 2017 Filed Dec 14, 2017 21:17 UTC | CubeSmart CUBE · Entity 3585 | Exercise / conversionStock Option (right to buy) · Derivative | 75,000 | $0.00 Strike: $3.79 | $0.00 |
DisclosureSEC source: 0001225208-17-018671 · doc4.xml · derivative · entry 6 MARTIN TIMOTHY M · CIK 0001284549 · CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 69,893 Underlying: Common · 75,000 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 194,893 shares became exercisable in three equal installments on January 23, 2010, 2011 and 2012. Read SEC document |
| December 12, 2017 Filed Dec 14, 2017 21:17 UTC | CubeSmart CUBE · Entity 3585 | SaleCommon | 75,000 | $29.31 | $2,198,362.50 |
DisclosureSEC source: 0001225208-17-018671 · doc4.xml · nonDerivative · entry 2 MARTIN TIMOTHY M · CIK 0001284549 · CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 153,948 Read SEC document |
| December 12, 2017 Filed Dec 14, 2017 21:17 UTC | CubeSmart CUBE · Entity 3585 | Exercise / conversionCommon | 75,000 | $3.79 | $284,250.00 |
DisclosureSEC source: 0001225208-17-018671 · doc4.xml · nonDerivative · entry 1 MARTIN TIMOTHY M · CIK 0001284549 · CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 228,948 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 |
| October 16, 2017 Filed Oct 16, 2017 20:56 UTC | CubeSmart CUBE · Entity 3585 | GrantPhantom Shares · Derivative | 164 | $26.10 | $4,280.40 |
DisclosureSEC source: 0001225208-17-016280 · doc4.xml · derivative · entry 1 MARTIN TIMOTHY M · CIK 0001284549 · CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,995 Underlying: Common · 164 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 17, 2017 Filed Jul 17, 2017 20:44 UTC | CubeSmart CUBE · Entity 3585 | GrantPhantom Shares · Derivative | 176 | $24.09 | $4,239.84 |
DisclosureSEC source: 0001225208-17-012654 · doc4.xml · derivative · entry 1 MARTIN TIMOTHY M · CIK 0001284549 · CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,831 Underlying: Common · 176 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 17, 2017 Filed Apr 17, 2017 20:49 UTC | CubeSmart CUBE · Entity 3585 | GrantPhantom Shares · Derivative | 151 | $27.84 | $4,203.84 |
DisclosureSEC source: 0001225208-17-008080 · doc4.xml · derivative · entry 1 MARTIN TIMOTHY M · CIK 0001284549 · CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,655 Underlying: Common · 151 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 24, 2017 Filed Jan 25, 2017 21:44 UTC | CubeSmart CUBE · Entity 3585 | Tax withholdingCommon | 1,778 | $26.43 | $46,992.54 |
DisclosureSEC source: 0001225208-17-001627 · doc4.xml · nonDerivative · entry 3 MARTIN TIMOTHY M · CIK 0001284549 · CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 153,948 Read SEC document |
| January 23, 2017 Filed Jan 25, 2017 21:44 UTC | CubeSmart CUBE · Entity 3585 | GrantStock Option (right to buy) · Derivative | 36,765 | $0.00 Strike: $26.30 | $0.00 |
DisclosureSEC source: 0001225208-17-001627 · doc4.xml · derivative · entry 5 MARTIN TIMOTHY M · CIK 0001284549 · CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 36,765 Underlying: Common · 36,765 shares Expires 2027-01-22 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, 2017 Filed Jan 25, 2017 21:44 UTC | CubeSmart CUBE · Entity 3585 | Tax withholdingCommon | 1,165 | $26.30 | $30,639.50 |
DisclosureSEC source: 0001225208-17-001627 · doc4.xml · nonDerivative · entry 2 MARTIN TIMOTHY M · CIK 0001284549 · CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 155,726 Read SEC document |
| January 23, 2017 Filed Jan 25, 2017 21:44 UTC | CubeSmart CUBE · Entity 3585 | GrantCommon | 8,555 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-17-001627 · doc4.xml · nonDerivative · entry 1 MARTIN TIMOTHY M · CIK 0001284549 · CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 156,891 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, 2018, January 23, 2019, and January 23, 2020, provided the reporting person remains employed by the Company. Read SEC document |
| January 17, 2017 Filed Jan 17, 2017 21:58 UTC | CubeSmart CUBE · Entity 3585 | GrantPhantom Shares · Derivative | 161 | $25.67 | $4,132.87 |
DisclosureSEC source: 0001225208-17-001205 · doc4.xml · derivative · entry 1 MARTIN TIMOTHY M · CIK 0001284549 · CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,504 Underlying: Common · 161 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 01, 2017 Filed Jan 4, 2017 21:57 UTC | CubeSmart CUBE · Entity 3585 | Tax withholdingCommon | 9,339 | $26.77 | $250,005.03 |
DisclosureSEC source: 0001225208-17-000448 · doc4.xml · nonDerivative · entry 2 MARTIN TIMOTHY M · CIK 0001284549 · CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 148,336 Read SEC document |
| January 01, 2017 Filed Jan 4, 2017 21:57 UTC | CubeSmart CUBE · Entity 3585 | GrantCommon | 20,052 | $26.77 | $536,792.04 |
DisclosureSEC source: 0001225208-17-000448 · doc4.xml · nonDerivative · entry 1 MARTIN TIMOTHY M · CIK 0001284549 · CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 157,675 F1 · shares: These common shares represent the vesting of performance shares granted on January 24, 2014 under the Company's 2007 Equity Incentive Plan. Read SEC document |
| October 17, 2016 Filed Oct 17, 2016 20:51 UTC | CubeSmart CUBE · Entity 3585 | GrantPhantom Shares · Derivative | 122 | $26.15 | $3,190.30 |
DisclosureSEC source: 0001225208-16-040518 · doc4.xml · derivative · entry 1 MARTIN TIMOTHY M · CIK 0001284549 · CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,343 Underlying: Common · 122 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 |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.