Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| CubeSmartCUBE · Entity 3585 | CLO & Secretary | March 03, 2026 | March 04, 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 March 03, 2026 · Filed March 04, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| CommonSEC Table I · non-derivative | Direct | 205,057 |
Ending reported balance
After 2026-03-03 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2026-03-03 · Exercise / conversion · Acquired 23,148 · Balance 228,205 Row 2 · 2026-03-03 · Sale · Disposed 23,148 · Balance 205,057 |
| Stock Option (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $26.30 · Expires 2027-01-22 | Direct | 0 |
Reported balance
After 2026-03-03 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2026-03-03 · Exercise / conversion · Disposed 23,148 · Balance 0 F1: The original stock option for 23,148 shares became exercisable in three equal installments on January 23, 2018, 2019, and 2020. |
Filing footnotes · ownership attribution and instrument terms
F1: The original stock option for 23,148 shares became exercisable in three equal installments on January 23, 2018, 2019, and 2020.
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, 2019 Filed Jan 3, 2019 17:17 UTC | CubeSmart CUBE · Entity 3585 | GrantCommon | 5,344 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-19-000469 · doc4.xml · nonDerivative · entry 1 Foster Jeffrey P · CIK 0001456473 · Sr. VP - Chief Legal Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 115,389 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 |
| January 23, 2018 Filed Jan 24, 2018 16:40 UTC | CubeSmart CUBE · Entity 3585 | GrantStock Option (right to buy) · Derivative | 22,776 | $0.00 Strike: $27.78 | $0.00 |
DisclosureSEC source: 0001225208-18-001438 · doc4.xml · derivative · entry 3 Foster Jeffrey P · CIK 0001456473 · Sr. VP - Chief Legal Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 22,776 Underlying: Common · 22,776 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 16:40 UTC | CubeSmart CUBE · Entity 3585 | Tax withholdingCommon | 812 | $27.78 | $22,557.36 |
DisclosureSEC source: 0001225208-18-001438 · doc4.xml · nonDerivative · entry 2 Foster Jeffrey P · CIK 0001456473 · Sr. VP - Chief Legal Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 110,045 Read SEC document |
| January 23, 2018 Filed Jan 24, 2018 16:40 UTC | CubeSmart CUBE · Entity 3585 | GrantCommon | 5,100 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-18-001438 · doc4.xml · nonDerivative · entry 1 Foster Jeffrey P · CIK 0001456473 · Sr. VP - Chief Legal Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 110,857 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 |
| January 01, 2018 Filed Jan 3, 2018 17:03 UTC | CubeSmart CUBE · Entity 3585 | Tax withholdingCommon | 3,934 | $28.92 | $113,771.28 |
DisclosureSEC source: 0001225208-18-000381 · doc4.xml · nonDerivative · entry 2 Foster Jeffrey P · CIK 0001456473 · Sr. VP - Chief Legal Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 105,757 Read SEC document |
| January 01, 2018 Filed Jan 3, 2018 17:03 UTC | CubeSmart CUBE · Entity 3585 | GrantCommon | 8,767 | $28.92 | $253,541.64 |
DisclosureSEC source: 0001225208-18-000381 · doc4.xml · nonDerivative · entry 1 Foster Jeffrey P · CIK 0001456473 · Sr. VP - Chief Legal Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 109,691 F1 · shares: These common shares represent the vesting of performance shares granted on January 23, 2015 under the Company's 2007 Equity Incentive Plan. Read SEC document |
| January 24, 2017 Filed Jan 25, 2017 16:44 UTC | CubeSmart CUBE · Entity 3585 | Tax withholdingCommon | 1,374 | $26.43 | $36,314.82 |
DisclosureSEC source: 0001225208-17-001628 · doc4.xml · nonDerivative · entry 3 Foster Jeffrey P · CIK 0001456473 · Sr. VP - Chief Legal Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 100,924 Read SEC document |
| January 23, 2017 Filed Jan 25, 2017 16:44 UTC | CubeSmart CUBE · Entity 3585 | GrantStock Option (right to buy) · Derivative | 23,148 | $0.00 Strike: $26.30 | $0.00 |
DisclosureSEC source: 0001225208-17-001628 · doc4.xml · derivative · entry 4 Foster Jeffrey P · CIK 0001456473 · Sr. VP - Chief Legal Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 23,148 Underlying: Common · 23,148 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 16:44 UTC | CubeSmart CUBE · Entity 3585 | Tax withholdingCommon | 861 | $26.30 | $22,644.30 |
DisclosureSEC source: 0001225208-17-001628 · doc4.xml · nonDerivative · entry 2 Foster Jeffrey P · CIK 0001456473 · Sr. VP - Chief Legal Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 102,298 Read SEC document |
| January 23, 2017 Filed Jan 25, 2017 16:44 UTC | CubeSmart CUBE · Entity 3585 | GrantCommon | 5,387 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-17-001628 · doc4.xml · nonDerivative · entry 1 Foster Jeffrey P · CIK 0001456473 · Sr. VP - Chief Legal Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 103,159 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 01, 2017 Filed Jan 4, 2017 16:57 UTC | CubeSmart CUBE · Entity 3585 | Tax withholdingCommon | 7,267 | $26.77 | $194,537.59 |
DisclosureSEC source: 0001225208-17-000449 · doc4.xml · nonDerivative · entry 2 Foster Jeffrey P · CIK 0001456473 · Sr. VP - Chief Legal Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 97,772 Read SEC document |
| January 01, 2017 Filed Jan 4, 2017 16:57 UTC | CubeSmart CUBE · Entity 3585 | GrantCommon | 15,495 | $26.77 | $414,801.15 |
DisclosureSEC source: 0001225208-17-000449 · doc4.xml · nonDerivative · entry 1 Foster Jeffrey P · CIK 0001456473 · Sr. VP - Chief Legal Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 105,039 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 |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.