Welcome to our dedicated page for CubeSmart SEC filings (Ticker: CUBE), a comprehensive resource for investors and traders seeking official regulatory documents including 10-K annual reports, 10-Q quarterly earnings, 8-K material events, and insider trading forms.
CubeSmart filings document the regulatory record for a self-administered and self-managed self-storage REIT and its operating partnership, CubeSmart, L.P. Form 8-K reports furnish earnings releases, investor presentation materials, and Regulation FD disclosures tied to operating results. The filings also identify the company’s common shares traded on the New York Stock Exchange under CUBE.
Definitive proxy materials describe corporate governance and shareholder voting matters, including discussion of portfolio strategy, external growth, and capital allocation within the self-storage business. The record also covers capital-structure disclosures for the REIT and its operating partnership.
CubeSmart reported that CFO Timothy M. Martin acquired 301 phantom shares on July 15, 2026 through reinvestment of dividend equivalents under the CubeSmart Trust Executive Deferred Compensation Plan. Each phantom share is payable in cash on a one-for-one basis after his employment ends, bringing his phantom share balance to 23,264 phantom shares.
CubeSmart CEO Christopher P. Marr acquired 78 phantom shares tied to common stock on July 15, 2026 through reinvested dividend equivalents under the CubeSmart Trust Executive Deferred Compensation Plan. This award increases his phantom share balance to 6,038 units, which are payable in cash on a one-for-one basis after his employment ends, with flexibility to reallocate among investment options.
Schulte Jennifer reported acquisition or exercise transactions in this Form 4 filing.
CubeSmart reported that Chief Human Resources Officer Jennifer Schulte was credited with 12.953 phantom shares on July 15, 2026 through reinvestment of dividend equivalents in the CubeSmart Trust Executive Deferred Compensation Plan. These phantom shares, at $40.4600 per underlying common share, raise her plan balance to 1001.791 phantom shares, payable in cash on a one-for-one basis after she ceases employment.
CubeSmart and its operating partnership entered into a Third Amended and Restated Credit Agreement that provides a $1 billion unsecured revolving credit facility maturing on June 24, 2030. This replaces their prior Second Amended and Restated Credit Facility, which had an $850 million unsecured revolver.
At current unsecured debt credit ratings and leverage levels, borrowings under the new revolver are priced at 0.775% over SOFR plus a 0.15% facility fee, with no SOFR floor. Initial advances under the new facility were used to repay all amounts outstanding under the prior facility. The agreement includes customary covenants, leverage and fixed charge coverage tests, and standard events of default, and both CubeSmart and CubeSmart, L.P. are jointly and severally obligated.
CubeSmart CEO Christopher P. Marr exercised stock options and sold shares in related transactions. He exercised options to acquire 108,932 common shares at $26.30 per share, then sold 108,932 shares in open-market transactions at an average price of $42.2431 per share.
After these transactions, Marr directly owns 609,605 common shares, and the exercised option for 108,932 shares is fully used with no remaining balance. He also has indirect holdings through trusts, including 263,838 shares held by a spousal trust. A separate footnote notes that 50,471 common shares are now reported as directly owned following a distribution from a trust.
CubeSmart and its operating partnership, CubeSmart, L.P., furnished an investor slide presentation as Exhibit 99.1 to an 8-K. The presentation, dated June 2026, may be used in meetings with investors from time to time.
The disclosure is provided under Item 2.02, Results of Operations and Financial Condition, and Item 7.01, Regulation FD Disclosure, and is expressly treated as furnished, not filed, meaning it is not subject to Section 18 liability and is not automatically incorporated into other securities law filings.
ROGATZ JEFFREY F reported acquisition or exercise transactions in this Form 4 filing.
CubeSmart director Jeffrey F. Rogatz received an equity award of 4,044 shares of Common on May 19, 2026. The grant carried no cash purchase price and was issued under the company’s 2007 Equity Incentive Plan. After this award, Rogatz directly holds 58,114 shares.
The footnote explains that these common units vest on the earlier of the first anniversary of the grant date, the 2027 Annual Meeting of Shareholders, or the date he resigns or retires from the Board, tying the award to continued board service.
Weber Jennie reported acquisition or exercise transactions in this Form 4 filing.
CubeSmart director Jennie Weber received an equity award of 4,044 common shares on May 19, 2026. The shares were granted at no cash cost under CubeSmart’s 2007 Equity Incentive Plan, reflecting stock-based compensation rather than an open-market purchase.
The 4,044 common shares vest on the earlier of the first anniversary of the grant date, the 2027 Annual Meeting of Shareholders, or the date Weber resigns or retires from the Board. After this grant, Weber directly holds 4,044 CubeSmart common shares, indicating this award currently represents her entire reported direct position.
REMONDI JOHN F reported acquisition or exercise transactions in this Form 4 filing.
CubeSmart director John F. Remondi reported receiving an equity award of 4,044 shares of CubeSmart common stock. The shares were granted at a price of $0.00 per share under the company’s 2007 Equity Incentive Plan as compensation, not an open-market purchase.
These common shares vest on the earlier of the first anniversary of the grant date, the 2027 Annual Meeting of Shareholders, or the date he resigns or retires from the Board. Following this award, Remondi directly holds 77,969 CubeSmart common shares.
Lynch Jair K reported acquisition or exercise transactions in this Form 4 filing.
CubeSmart director Jair K. Lynch received a grant of 4,044 common shares as equity compensation. The shares were issued at no cash cost under the company’s 2007 Equity Incentive Plan, increasing his directly held stake to 14,465 common shares.
The granted shares vest on the earlier of the first anniversary of the grant date, the date of the 2027 Annual Meeting of Shareholders, or the date Mr. Lynch resigns or retires from the Board. This filing reflects a routine stock award rather than an open-market purchase or sale.