Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| CubeSmartCUBE · Entity 3585 | Chief Human Resources Officer | 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 | 1,001.791 |
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 12.953 · Balance 1,001.791 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 |
|---|---|---|---|---|---|---|
| July 15, 2026 Filed Jul 16, 2026 20:30 UTC | CubeSmart CUBE · Entity 3585 | GrantPhantom Shares · Derivative | 12.953 | $40.46 | $524.08 |
DisclosureSEC source: 0001225208-26-006633 · doc4.xml · derivative · entry 1 Schulte Jennifer · CIK 0001967638 · Chief Human Resources Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,001.791 Underlying: Common · 12.953 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, 2026 Filed Apr 16, 2026 20:41 UTC | CubeSmart CUBE · Entity 3585 | GrantPhantom Shares · Derivative | 13.275 | $38.95 | $517.06 |
DisclosureSEC source: 0001225208-26-004535 · doc4.xml · derivative · entry 1 Schulte Jennifer · CIK 0001967638 · Chief Human Resources Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 988.838 Underlying: Common · 13.275 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 16, 2026 Filed Jan 20, 2026 11:00 UTC | CubeSmart CUBE · Entity 3585 | GrantPhantom Shares · Derivative | 12.881 | $39.61 | $510.22 |
DisclosureSEC source: 0001225208-26-000660 · doc4.xml · derivative · entry 1 Schulte Jennifer · CIK 0001967638 · Chief Human Resources Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 975.563 Underlying: Common · 12.881 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, 2026 Filed Jan 5, 2026 21:41 UTC | CubeSmart CUBE · Entity 3585 | GrantStock Option (right to buy) · Derivative | 21,689 | $0.00 Strike: $36.05 | $0.00 |
DisclosureSEC source: 0001225208-26-000165 · doc4.xml · derivative · entry 4 Schulte Jennifer · CIK 0001967638 · Chief Human Resources Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 21,689 Underlying: Common · 21,689 shares Expires 2035-12-31 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, 2026 Filed Jan 5, 2026 21:41 UTC | CubeSmart CUBE · Entity 3585 | Tax withholdingCommon | 1,852 | $36.05 | $66,764.60 |
DisclosureSEC source: 0001225208-26-000165 · doc4.xml · nonDerivative · entry 3 Schulte Jennifer · CIK 0001967638 · Chief Human Resources Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 18,732 Read SEC document |
| January 01, 2026 Filed Jan 5, 2026 21:41 UTC | CubeSmart CUBE · Entity 3585 | GrantCommon | 1,839 | $36.05 | $66,295.95 |
DisclosureSEC source: 0001225208-26-000165 · doc4.xml · nonDerivative · entry 2 Schulte Jennifer · CIK 0001967638 · Chief Human Resources Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 20,584 F2 · shares: These common shares represent the vesting of performance-based shares granted on January 1, 2023 under the 2007 Equity Incentive Plan of the Company. Read SEC document |
| January 01, 2026 Filed Jan 5, 2026 21:41 UTC | CubeSmart CUBE · Entity 3585 | GrantCommon | 4,392 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-26-000165 · doc4.xml · nonDerivative · entry 1 Schulte Jennifer · CIK 0001967638 · Chief Human Resources Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 18,745 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, 2027, January 1, 2028, and January 1, 2029, provided the reporting person remains employed by the Company. Read SEC document |
| October 15, 2025 Filed Oct 16, 2025 20:48 UTC | CubeSmart CUBE · Entity 3585 | GrantPhantom Shares · Derivative | 12.025 | $41.11 | $494.35 |
DisclosureSEC source: 0001225208-25-008627 · doc4.xml · derivative · entry 1 Schulte Jennifer · CIK 0001967638 · Chief Human Resources Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 962.682 Underlying: Common · 12.025 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, 2025 Filed Jul 15, 2025 20:44 UTC | CubeSmart CUBE · Entity 3585 | GrantPhantom Shares · Derivative | 11.835 | $41.25 | $488.19 |
DisclosureSEC source: 0001225208-25-006658 · doc4.xml · derivative · entry 1 Schulte Jennifer · CIK 0001967638 · Chief Human Resources Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 950.657 Underlying: Common · 11.835 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, 2025 Filed Apr 15, 2025 20:54 UTC | CubeSmart CUBE · Entity 3585 | GrantPhantom Shares · Derivative | 12.502 | $38.53 | $481.70 |
DisclosureSEC source: 0001225208-25-004251 · doc4.xml · derivative · entry 1 Schulte Jennifer · CIK 0001967638 · Chief Human Resources Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 938.822 Underlying: Common · 12.502 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 16, 2025 Filed Jan 16, 2025 22:30 UTC | CubeSmart CUBE · Entity 3585 | GrantPhantom Shares · Derivative | 11.466 | $41.49 | $475.72 |
DisclosureSEC source: 0001225208-25-000690 · doc4.xml · derivative · entry 1 Schulte Jennifer · CIK 0001967638 · Chief Human Resources Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 926.32 Underlying: Common · 11.466 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, 2025 Filed Jan 3, 2025 21:12 UTC | CubeSmart CUBE · Entity 3585 | GrantStock Option (right to buy) · Derivative | 17,285 | $0.00 Strike: $42.85 | $0.00 |
DisclosureSEC source: 0001225208-25-000184 · doc4.xml · derivative · entry 6 Schulte Jennifer · CIK 0001967638 · Chief Human Resources Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 17,285 Underlying: Common · 17,285 shares Expires 2034-12-31 F5 · 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, 2025 Filed Jan 3, 2025 21:12 UTC | CubeSmart CUBE · Entity 3585 | Tax withholdingCommon | 1,644 | $42.85 | $70,445.40 |
DisclosureSEC source: 0001225208-25-000184 · doc4.xml · nonDerivative · entry 5 Schulte Jennifer · CIK 0001967638 · Chief Human Resources Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 14,353 Read SEC document |
| January 01, 2025 Filed Jan 3, 2025 21:12 UTC | CubeSmart CUBE · Entity 3585 | GrantCommon | 615 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-25-000184 · doc4.xml · nonDerivative · entry 4 Schulte Jennifer · CIK 0001967638 · Chief Human Resources Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 15,997 F4 · shares: These common shares represent restricted shares issued under the Company's 2007 Equity Incentive Plan and are subject to risk of forfeiture. The common shares vest on January 1, 2028, provided the reporting person remains employed by the Company. Read SEC document |
| January 01, 2025 Filed Jan 3, 2025 21:12 UTC | CubeSmart CUBE · Entity 3585 | GrantCommon | 616 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-25-000184 · doc4.xml · nonDerivative · entry 3 Schulte Jennifer · CIK 0001967638 · Chief Human Resources Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 15,382 F3 · 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 January 1, 2028, provided the reporting person remains employed by the Company. Read SEC document |
| January 01, 2025 Filed Jan 3, 2025 21:12 UTC | CubeSmart CUBE · Entity 3585 | GrantCommon | 1,455 | $42.85 | $62,346.75 |
DisclosureSEC source: 0001225208-25-000184 · doc4.xml · nonDerivative · entry 2 Schulte Jennifer · CIK 0001967638 · Chief Human Resources Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 14,766 F2 · shares: These common shares represent the vesting of performance-based shares granted on January 1, 2022 under the 2007 Equity Incentive Plan of the Company. Read SEC document |
| January 01, 2025 Filed Jan 3, 2025 21:12 UTC | CubeSmart CUBE · Entity 3585 | GrantCommon | 2,464 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-25-000184 · doc4.xml · nonDerivative · entry 1 Schulte Jennifer · CIK 0001967638 · Chief Human Resources Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 13,311 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 two-year period, one-half per year on January 1, 2026,and January 1, 2027, provided the reporting person remains employed by the Company. Read SEC document |
| October 15, 2024 Filed Oct 16, 2024 20:50 UTC | CubeSmart CUBE · Entity 3585 | GrantPhantom Shares · Derivative | 9.232 | $50.03 | $461.88 |
DisclosureSEC source: 0001225208-24-009327 · doc4.xml · derivative · entry 1 Schulte Jennifer · CIK 0001967638 · Chief Human Resources Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 914.854 Underlying: Common · 9.232 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 |
| September 11, 2024 Filed Sep 13, 2024 20:31 UTC | CubeSmart CUBE · Entity 3585 | Exercise / conversionStock Option (right to buy) · Derivative | 15,942 | $0.00 Strike: $33.61 | $0.00 |
DisclosureSEC source: 0001225208-24-008696 · doc4.xml · derivative · entry 3 Schulte Jennifer · CIK 0001967638 · Chief Human Resources Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common · 15,942 shares Expires 2030-12-31 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 15,942 shares are exercisable in three equal installments on January 1, 2022, 2023 and 2024. Read SEC document |
| September 11, 2024 Filed Sep 13, 2024 20:31 UTC | CubeSmart CUBE · Entity 3585 | SaleCommon | 15,942 | $52.56 | $837,919.49 |
DisclosureSEC source: 0001225208-24-008696 · doc4.xml · nonDerivative · entry 2 Schulte Jennifer · CIK 0001967638 · Chief Human Resources Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 10,847 Read SEC document |
| September 11, 2024 Filed Sep 13, 2024 20:31 UTC | CubeSmart CUBE · Entity 3585 | Exercise / conversionCommon | 15,942 | $33.61 | $535,810.62 |
DisclosureSEC source: 0001225208-24-008696 · doc4.xml · nonDerivative · entry 1 Schulte Jennifer · CIK 0001967638 · Chief Human Resources Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 26,789 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, 2024 Filed Jul 15, 2024 21:10 UTC | CubeSmart CUBE · Entity 3585 | GrantPhantom Shares · Derivative | 9.63 | $47.45 | $456.94 |
DisclosureSEC source: 0001225208-24-007425 · doc4.xml · derivative · entry 1 Schulte Jennifer · CIK 0001967638 · Chief Human Resources Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 905.622 Underlying: Common · 9.63 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, 2024 Filed Apr 15, 2024 21:10 UTC | CubeSmart CUBE · Entity 3585 | GrantPhantom Shares · Derivative | 10.59 | $42.64 | $451.56 |
DisclosureSEC source: 0001225208-24-005058 · doc4.xml · derivative · entry 1 Schulte Jennifer · CIK 0001967638 · Chief Human Resources Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 895.992 Underlying: Common · 10.59 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 31, 2024 Filed Feb 2, 2024 21:15 UTC | CubeSmart CUBE · Entity 3585 | SalePhantom Shares · Derivative | 158.352 | $43.22 | $6,843.97 |
DisclosureSEC source: 0001225208-24-001488 · doc4.xml · derivative · entry 1 Schulte Jennifer · CIK 0001967638 · Chief Human Resources Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 885.402 Underlying: Common · 158.352 shares Expires not disclosed F1 · derivative.exercise_price: These shares are phantom shares held in the CubeSmart Executive Deferred Compensation Plan and were sold pursuant to a distribution election made by the reporting party prior to January 31, 2023. F1 · derivative.exercise_date: These shares are phantom shares held in the CubeSmart Executive Deferred Compensation Plan and were sold pursuant to a distribution election made by the reporting party prior to January 31, 2023. F1 · derivative.expiration_date: These shares are phantom shares held in the CubeSmart Executive Deferred Compensation Plan and were sold pursuant to a distribution election made by the reporting party prior to January 31, 2023. Read SEC document |
| January 16, 2024 Filed Jan 17, 2024 21:19 UTC | CubeSmart CUBE · Entity 3585 | GrantPhantom Shares · Derivative | 11.638 | $45.23 | $526.39 |
DisclosureSEC source: 0001225208-24-000976 · doc4.xml · derivative · entry 1 Schulte Jennifer · CIK 0001967638 · Chief Human Resources Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,043.754 Underlying: Common · 11.638 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, 2024 Filed Jan 3, 2024 21:30 UTC | CubeSmart CUBE · Entity 3585 | GrantStock Option (right to buy) · Derivative | 15,233 | $0.00 Strike: $46.35 | $0.00 |
DisclosureSEC source: 0001225208-24-000231 · doc4.xml · derivative · entry 8 Schulte Jennifer · CIK 0001967638 · Chief Human Resources Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 15,233 Underlying: Common · 15,233 shares Expires 2033-12-31 F4 · 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, 2024 Filed Jan 3, 2024 21:30 UTC | CubeSmart CUBE · Entity 3585 | Tax withholdingCommon | 1,556 | $46.35 | $72,120.60 |
DisclosureSEC source: 0001225208-24-000231 · doc4.xml · nonDerivative · entry 7 Schulte Jennifer · CIK 0001967638 · Chief Human Resources Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 10,847 Read SEC document |
| January 01, 2024 Filed Jan 3, 2024 21:30 UTC | CubeSmart CUBE · Entity 3585 | Tax withholdingCommon | 458 | $46.35 | $21,228.30 |
DisclosureSEC source: 0001225208-24-000231 · doc4.xml · nonDerivative · entry 6 Schulte Jennifer · CIK 0001967638 · Chief Human Resources Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 12,403 Read SEC document |
| January 01, 2024 Filed Jan 3, 2024 21:30 UTC | CubeSmart CUBE · Entity 3585 | Tax withholdingCommon | 355 | $46.35 | $16,454.25 |
DisclosureSEC source: 0001225208-24-000231 · doc4.xml · nonDerivative · entry 5 Schulte Jennifer · CIK 0001967638 · Chief Human Resources Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 12,861 Read SEC document |
| January 01, 2024 Filed Jan 3, 2024 21:30 UTC | CubeSmart CUBE · Entity 3585 | Tax withholdingCommon | 229 | $46.35 | $10,614.15 |
DisclosureSEC source: 0001225208-24-000231 · doc4.xml · nonDerivative · entry 4 Schulte Jennifer · CIK 0001967638 · Chief Human Resources Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 13,216 Read SEC document |
| January 01, 2024 Filed Jan 3, 2024 21:30 UTC | CubeSmart CUBE · Entity 3585 | GrantCommon | 1,528 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-24-000231 · doc4.xml · nonDerivative · entry 3 Schulte Jennifer · CIK 0001967638 · Chief Human Resources Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 13,445 F3 · shares: These common shares represent restricted shares issued under the Company's 2007 Equity Incentive Plan and are subject to risk of forfeiture. The common shares vest ratably over a three-year period, one-third per year on January 1, 2025, January 1, 2026, and January 1, 2027, provided the reporting person remains employed by the Company. Read SEC document |
| January 01, 2024 Filed Jan 3, 2024 21:30 UTC | CubeSmart CUBE · Entity 3585 | GrantCommon | 1,528 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-24-000231 · doc4.xml · nonDerivative · entry 2 Schulte Jennifer · CIK 0001967638 · Chief Human Resources Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 11,917 F2 · 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, 2025, January 1, 2026, and January 1, 2027, provided the reporting person remains employed by the Company. Read SEC document |
| January 01, 2024 Filed Jan 3, 2024 21:30 UTC | CubeSmart CUBE · Entity 3585 | GrantCommon | 3,409 | $46.35 | $158,007.15 |
DisclosureSEC source: 0001225208-24-000231 · doc4.xml · nonDerivative · entry 1 Schulte Jennifer · CIK 0001967638 · Chief Human Resources Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 10,389 F1 · shares: These common shares represent the vesting of performance-based shares granted on January 1, 2021 under the 2007 Equity Incentive Plan of the Company. Read SEC document |
| October 16, 2023 Filed Oct 16, 2023 21:02 UTC | CubeSmart CUBE · Entity 3585 | GrantPhantom Shares · Derivative | 13 | $38.30 | $497.90 |
DisclosureSEC source: 0001225208-23-009523 · doc4.xml · derivative · entry 1 Schulte Jennifer · CIK 0001967638 · Chief Human Resources Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,032.116 Underlying: Common · 13 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 |
| September 08, 2023 Filed Sep 11, 2023 20:04 UTC | CubeSmart CUBE · Entity 3585 | Tax withholdingCommon | 343 | $40.49 | $13,888.07 |
DisclosureSEC source: 0001225208-23-008831 · doc4.xml · nonDerivative · entry 1 Schulte Jennifer · CIK 0001967638 · Chief Human Resources Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 6,980 Read SEC document |
| July 17, 2023 Filed Jul 18, 2023 20:30 UTC | CubeSmart CUBE · Entity 3585 | GrantPhantom Shares · Derivative | 10.616 | $46.55 | $494.17 |
DisclosureSEC source: 0001225208-23-007572 · doc4.xml · derivative · entry 1 Schulte Jennifer · CIK 0001967638 · Chief Human Resources Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,019.116 Underlying: Common · 10.616 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.