Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| CubeSmartCUBE · Entity 3585 | Chief Accounting Officer | January 01, 2026 | January 05, 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 January 01, 2026 · Filed January 05, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| CommonSEC Table I · non-derivative | Direct | 24,344 |
Ending reported balance
After 2026-01-01 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2026-01-01 · Grant · Acquired 2,635 · Balance 22,993 F1: 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. Row 2 · 2026-01-01 · Grant · Acquired 1,351 · Balance 24,344 F2: These common shares represent the vesting of performance-based units granted on January 1, 2023 under the 2007 Equity Incentive Plan of the Company. |
| Stock Option (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $36.05 · Expires 2035-12-31 | Direct | 13,014 |
Reported balance
After 2026-01-01 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2026-01-01 · Grant · Acquired 13,014 · Balance 13,014 F3: 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. |
Filing footnotes · ownership attribution and instrument terms
F1: 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.
F2: These common shares represent the vesting of performance-based units granted on January 1, 2023 under the 2007 Equity Incentive Plan of the Company.
F3: 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.
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, 2026 Filed Jan 5, 2026 21:41 UTC | CubeSmart CUBE · Entity 3585 | GrantStock Option (right to buy) · Derivative | 13,014 | $0.00 Strike: $36.05 | $0.00 |
DisclosureSEC source: 0001225208-26-000168 · doc4.xml · derivative · entry 3 DeNarie Matthew D · CIK 0001967653 · Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 13,014 Underlying: Common · 13,014 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 | GrantCommon | 1,351 | $36.05 | $48,703.55 |
DisclosureSEC source: 0001225208-26-000168 · doc4.xml · nonDerivative · entry 2 DeNarie Matthew D · CIK 0001967653 · Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 24,344 F2 · shares: These common shares represent the vesting of performance-based units 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 | 2,635 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-26-000168 · doc4.xml · nonDerivative · entry 1 DeNarie Matthew D · CIK 0001967653 · Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 22,993 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 |
| January 01, 2025 Filed Jan 3, 2025 21:12 UTC | CubeSmart CUBE · Entity 3585 | GrantStock Option (right to buy) · Derivative | 10,371 | $0.00 Strike: $42.85 | $0.00 |
DisclosureSEC source: 0001225208-25-000179 · doc4.xml · derivative · entry 3 DeNarie Matthew D · CIK 0001967653 · Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 10,371 Underlying: Common · 10,371 shares Expires 2034-12-31 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, 2025 Filed Jan 3, 2025 21:12 UTC | CubeSmart CUBE · Entity 3585 | GrantCommon | 1,060 | $42.85 | $45,421.00 |
DisclosureSEC source: 0001225208-25-000179 · doc4.xml · nonDerivative · entry 2 DeNarie Matthew D · CIK 0001967653 · Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 20,358 F2 · shares: These common shares represent the vesting of performance-based units 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 | 2,217 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-25-000179 · doc4.xml · nonDerivative · entry 1 DeNarie Matthew D · CIK 0001967653 · Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 19,298 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, 2026, January 1, 2027, and January 1, 2028, provided the reporting person remains employed by the Company. Read SEC document |
| September 13, 2024 Filed Sep 13, 2024 20:31 UTC | CubeSmart CUBE · Entity 3585 | SaleCommon | 868 | $53.64 | $46,559.52 |
DisclosureSEC source: 0001225208-24-008695 · doc4.xml · nonDerivative · entry 1 DeNarie Matthew D · CIK 0001967653 · Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 17,081 Read SEC document |
| January 01, 2024 Filed Jan 3, 2024 21:30 UTC | CubeSmart CUBE · Entity 3585 | GrantStock Option (right to buy) · Derivative | 9,857 | $0.00 Strike: $46.35 | $0.00 |
DisclosureSEC source: 0001225208-24-000230 · doc4.xml · derivative · entry 3 DeNarie Matthew D · CIK 0001967653 · Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 9,857 Underlying: Common · 9,857 shares Expires 2033-12-31 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, 2024 Filed Jan 3, 2024 21:30 UTC | CubeSmart CUBE · Entity 3585 | GrantCommon | 1,978 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-24-000230 · doc4.xml · nonDerivative · entry 2 DeNarie Matthew D · CIK 0001967653 · Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 17,949 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 | 2,328 | $46.35 | $107,902.80 |
DisclosureSEC source: 0001225208-24-000230 · doc4.xml · nonDerivative · entry 1 DeNarie Matthew D · CIK 0001967653 · Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 15,971 F1 · shares: These common shares represent the vesting of performance-based units granted on January 1, 2021 under the 2007 Equity Incentive Plan of 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.