Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| CubeSmartCUBE · Entity 3585 | Director | May 19, 2026 | May 20, 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 May 19, 2026 · Filed May 20, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| CommonSEC Table I · non-derivative | Direct | 58,114 |
Reported balance
After 2026-05-19 transaction · row 1
1 source rowRow 1 · 2026-05-19 · Grant · Acquired 4,044 · Balance 58,114 F1: The common units are issued under the Company's 2007 Equity Incentive Plan. The common units vest on the earlier of the first anniversary of the grant date, or the date of the 2027 Annual Meeting of Shareholders, or date the trustee resigns or retires from service on the Board. |
Filing footnotes · ownership attribution and instrument terms
F1: The common units are issued under the Company's 2007 Equity Incentive Plan. The common units vest on the earlier of the first anniversary of the grant date, or the date of the 2027 Annual Meeting of Shareholders, or date the trustee resigns or retires from service on the Board.
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 |
|---|---|---|---|---|---|---|
| May 19, 2026 Filed May 20, 2026 20:31 UTC | CubeSmart CUBE · Entity 3585 | GrantCommon | 4,044 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-26-005512 · doc4.xml · nonDerivative · entry 1 ROGATZ JEFFREY F · CIK 0001283783 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 58,114 F1 · shares: The common units are issued under the Company's 2007 Equity Incentive Plan. The common units vest on the earlier of the first anniversary of the grant date, or the date of the 2027 Annual Meeting of Shareholders, or date the trustee resigns or retires from service on the Board. Read SEC document |
| May 20, 2025 Filed May 22, 2025 20:38 UTC | CubeSmart CUBE · Entity 3585 | GrantCommon | 2,956 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-25-005384 · doc4.xml · nonDerivative · entry 1 ROGATZ JEFFREY F · CIK 0001283783 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 54,070 F1 · shares: The common units are issued under the Company's 2007 Equity Incentive Plan. The common units vest on the earlier of the first anniversary of the grant date, or the date of the 2026 Annual Meeting of Shareholders, or date the trustee resigns or retires from service on the Board. Read SEC document |
| May 21, 2024 Filed May 22, 2024 20:49 UTC | CubeSmart CUBE · Entity 3585 | GrantCommon | 2,832 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-24-006300 · doc4.xml · nonDerivative · entry 1 ROGATZ JEFFREY F · CIK 0001283783 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 51,114 F1 · shares: The common units are issued under the Company's 2007 Equity Incentive Plan. The common units vest on the earlier of the first anniversary of the grant date, or the date of the 2025 Annual Meeting of Shareholders, or date the trustee resigns or retires from service on the Board. Read SEC document |
| May 16, 2023 Filed May 18, 2023 20:26 UTC | CubeSmart CUBE · Entity 3585 | GrantCommon | 2,601 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-23-006048 · doc4.xml · nonDerivative · entry 1 ROGATZ JEFFREY F · CIK 0001283783 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 48,282 F1 · shares: The common shares are issued under the Company's 2007 Equity Incentive Plan. The common shares vest on the earlier of the first anniversary of the grant date, or the date of the 2024 Annual Meeting of Shareholders, or date the trustee resigns or retires from service on the Board. Read SEC document |
| May 17, 2022 Filed May 18, 2022 20:47 UTC | CubeSmart CUBE · Entity 3585 | GrantCommon | 2,032 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-22-007162 · doc4.xml · nonDerivative · entry 1 ROGATZ JEFFREY F · CIK 0001283783 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 45,681 F1 · shares: The common units issued under the Company's 2007 Equity Incentive Plan and are subject to forfeiture. The common units vest on May 17, 2023. Read SEC document |
| May 11, 2021 Filed May 12, 2021 21:00 UTC | CubeSmart CUBE · Entity 3585 | GrantCommon | 2,452 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-21-008034 · doc4.xml · nonDerivative · entry 1 ROGATZ JEFFREY F · CIK 0001283783 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 43,649 F1 · shares: The common units are issued under the Company's 2007 Equity Incentive Plan. The common units vest on the earlier of the first anniversary of the grant date, or the date of the 2022 Annual Meeting of Shareholders, or date the trustee resigns or retires from service on the Board. Read SEC document |
| May 12, 2020 Filed May 13, 2020 21:05 UTC | CubeSmart CUBE · Entity 3585 | GrantCommon | 3,899 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-20-007602 · doc4.xml · nonDerivative · entry 1 ROGATZ JEFFREY F · CIK 0001283783 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 41,197 F1 · shares: The common shares are issued under the Company's 2007 Equity Incentive Plan. The common shares vest on the earlier of the first anniversary of the grant date or the date the trustee resigns or retires from service on the Board. Read SEC document |
| May 14, 2019 Filed May 15, 2019 20:41 UTC | CubeSmart CUBE · Entity 3585 | GrantCommon | 3,131 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-19-008072 · doc4.xml · nonDerivative · entry 1 ROGATZ JEFFREY F · CIK 0001283783 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 37,298 F1 · shares: The common shares are issued under the Company's 2007 Equity Incentive Plan. The common shares vest on the earlier of the first anniversary of the grant date or the date the trustee resigns or retires from service on the Board. Read SEC document |
| May 30, 2018 Filed May 31, 2018 20:28 UTC | CubeSmart CUBE · Entity 3585 | GrantCommon | 2,712 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-18-009995 · doc4.xml · nonDerivative · entry 1 ROGATZ JEFFREY F · CIK 0001283783 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 34,167 F1 · shares: The common shares issued under the Company's 2007 Equity Incentive Plan and are subject to forfeiture. The common shares vest on the first anniversary of the grant date. Read SEC document |
| May 31, 2017 Filed Jun 2, 2017 20:31 UTC | CubeSmart CUBE · Entity 3585 | GrantCommon | 3,132 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-17-010800 · doc4.xml · nonDerivative · entry 1 ROGATZ JEFFREY F · CIK 0001283783 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 31,455 F1 · shares: The common shares issued under the Company's 2007 Equity Incentive Plan and are subject to forfeiture. The common shares have a vest on the earlier of the first anniversary of the grant date or the Company's annual meeting of shareholders in 2018. Read SEC document |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.