Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| CubeSmartCUBE · Entity 3585 | COO | January 31, 2025 | February 04, 2025 |
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 31, 2025 · Filed February 04, 2025
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| CommonSEC Table I · non-derivative | Direct | 80,836 |
Reported balance
After 2025-01-31 transaction · row 1
1 source rowRow 1 · 2025-01-31 · Tax withholding · Disposed 6,092 · Balance 80,836 |
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 23, 2020 Filed Jan 24, 2020 21:54 UTC | CubeSmart CUBE · Entity 3585 | Tax withholdingCommon | 757 | $31.51 | $23,853.07 |
DisclosureSEC source: 0001225208-20-001131 · doc4.xml · nonDerivative · entry 2 Keaton Joel D · CIK 0001791610 · Sr VP of Operations 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 38,283 Read SEC document |
| January 23, 2020 Filed Jan 24, 2020 21:54 UTC | CubeSmart CUBE · Entity 3585 | Tax withholdingCommon | 707 | $31.51 | $22,277.57 |
DisclosureSEC source: 0001225208-20-001131 · doc4.xml · nonDerivative · entry 1 Keaton Joel D · CIK 0001791610 · Sr VP of Operations 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 39,040 Read SEC document |
| January 01, 2020 Filed Jan 3, 2020 21:54 UTC | CubeSmart CUBE · Entity 3585 | GrantStock Option (right to buy) · Derivative | 45,537 | $0.00 Strike: $31.48 | $0.00 |
DisclosureSEC source: 0001225208-20-000337 · doc4.xml · derivative · entry 5 Keaton Joel D · CIK 0001791610 · Sr VP of Operations 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 45,537 Underlying: Common · 45,537 shares Expires 2029-12-31 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, 2020 Filed Jan 3, 2020 21:54 UTC | CubeSmart CUBE · Entity 3585 | Tax withholdingCommon | 3,078 | $31.48 | $96,895.44 |
DisclosureSEC source: 0001225208-20-000337 · doc4.xml · nonDerivative · entry 4 Keaton Joel D · CIK 0001791610 · Sr VP of Operations 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 39,747 Read SEC document |
| January 01, 2020 Filed Jan 3, 2020 21:54 UTC | CubeSmart CUBE · Entity 3585 | Tax withholdingCommon | 435 | $31.48 | $13,693.80 |
DisclosureSEC source: 0001225208-20-000337 · doc4.xml · nonDerivative · entry 3 Keaton Joel D · CIK 0001791610 · Sr VP of Operations 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 42,825 Read SEC document |
| January 01, 2020 Filed Jan 3, 2020 21:54 UTC | CubeSmart CUBE · Entity 3585 | GrantCommon | 5,294 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-20-000337 · doc4.xml · nonDerivative · entry 2 Keaton Joel D · CIK 0001791610 · Sr VP of Operations 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 43,260 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, 2021, January 1, 2022, and January 1, 2023, provided the reporting person remains employed by the Company. Read SEC document |
| January 01, 2020 Filed Jan 3, 2020 21:54 UTC | CubeSmart CUBE · Entity 3585 | GrantCommon | 6,909 | $31.48 | $217,495.32 |
DisclosureSEC source: 0001225208-20-000337 · doc4.xml · nonDerivative · entry 1 Keaton Joel D · CIK 0001791610 · Sr VP of Operations 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 37,966 F1 · shares: These common shares represent the vesting of performance shares granted on January 23, 2017 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.