CubeSmart
US ˙ NYSE ˙ US2296631094

Introduction

This page provides a comprehensive analysis of the known insider trading history of Steven G Osgood. Insiders are officers, directors, or significant investors in a company. It is illegal for insiders to make trades in their companies based on specific, non-public information. This does not mean it is illegal for them to make any trades in their own companies. However, they must report all trades to the SEC via a Form 4. Despite these restrictions, academic research suggests that insiders - in general - tend to outperform the market in their own companies.

Average Trade Profitability

The average trade profitability is the average return of all the open market purchases made by the insider in the last three years. To calculate this, we examine every open-market, unplanned purchase made by the insider, excluding all trades that were marked as part of a 10b5-1 trading plan. We then calculate the average performance of those trades over 3, 6, and 12 months, averaging each of those durations to generate a final performance metric for each trade. Finally, we average all of the performance metrics to calculate a performance metric for the insider. This list only includes insiders that have made at least three trades in the last two years.

If this insiders trade profitability is "N/A", then the insider either has not made any open-market purchases in the last three years, or the trades they’ve made are too recent to calculate a reliable performance metric.

Update Frequency: Daily

See the list of most profitable insider traders.

Companies with Reported Insider Positions

The SEC filings indicate Steven G Osgood has reported holdings or trades in the following companies:

Security Title Latest Reported Holdings
US:HASI / HA Sustainable Infrastructure Capital, Inc. Director 29,281
US:NSA / National Storage Affiliates Trust Director 122,081
US:DFT / Dupont Fabros Technology, Inc. Executive VP and CFO 0
US:CUBE / CubeSmart President and CFO 133,333
How to Interpret the Charts

The following charts show the stock performance of securities subsequent to each open-market, non-planned trade made by Steven G Osgood. Non-planned trade are trades that were not made as part of a 10b5-1 trading plan. The stock performance is charted as cumulative percent change in share price. For example, if an insider trade was made on January 1, 2019, the chart will show the daily percent change of the security to the present day. If the share price were to go from $10 to $15 during this time, the cumulative percent change in share price would be 50%. A change in price from $10 to $20 would be 100%, and a change in price of $10 to $5 would be -50%.

Ultimately, we are trying to determine how closely the insider’s trades correlate to excess returns (positive or negative) in the share price in order to see if the insider is timing their trades to profit from insider information. Consider the situation where an insider was doing this. In this situation, we would expect either (a) positive returns after purchases, or (b) negative returns after sales. In the case of (a), the PURCHASE chart would show a series of upwardly sloping curves, indicating positive returns after each purchase transaction. In the case of (b), the SALE chart would show a series of downward sloping curves, indicating negative returns after each sale transaction.

However, this alone is not enough to draw conclusions. If, for example, the share price of the company was in a non-cyclical climb over many years, then we would expect all the post-purchase plots to be upwardly sloping. Likewise, non-cyclical declines over many years would result in downward sloping post-trade plots. Neither of these charts would suggest insider trading activity.

The strongest indicator would be a situation where the share price was extremely cyclical, and there were both positive signals in the PURCHASE chart and negative plots on the SALE chart. This situation would be highly suggestive of an insider that was timing trades to their financial advantage.

Insider Purchases CUBE / CubeSmart - Short Term Profit Analysis

In this section, we analyze the profitability of every unplanned, open-market insider purchase made in CUBE / CubeSmart. This analysis helps to understand if the insider consistently generates abnormal returns, and is worth following. This analysis is for one-year following each trade, and the results are theoretical.

The following table shows the most recent open market purchases that were not part of an automatic trading plan.

Trade Date Ticker Insider Reported
Shares
Reported
Price
Adjusted
Shares
Adjusted
Price
Cost Basis Days to
Max
Price at
Max
Max
Profit ($)
Max Return (%)
There are no known unplanned open-market trades for this insider and security combination

Adjusted Price is the split-adjusted price. Adjusted Shares is the split-adjusted shares.

CUBE / CubeSmart Insider Trades
Insider Sales CUBE / CubeSmart - Short Term Loss Analysis

In this section, we analyze the short-term loss avoidance of every unplanned, open-market insider sale made in CUBE / CubeSmart. A consistent pattern of loss avoidance may suggest that future sale transactions may predict declines in price. This analysis is for one-year following each trade, and the results are theoretical.

The following table shows the most recent open market sales that were not part of an automatic trading plan.

Trade Date Ticker Insider Reported
Shares
Reported
Price
Adjusted
Shares
Adjusted
Price
Cost Basis Days to
Min
Price at
Min
Max Loss
Avoided ($)
Max Loss
Avoided (%)
2006-03-10 YSI OSGOOD STEVEN G 8,600 20.6000 8,600 20.6000 177,160 731 10.12 -90,128 -50.87
2006-03-10 YSI OSGOOD STEVEN G 6,300 20.7000 6,300 20.7000 130,410
2006-03-10 YSI OSGOOD STEVEN G 6,000 20.8400 6,000 20.8400 125,040
2006-03-10 YSI OSGOOD STEVEN G 200 20.8200 200 20.8200 4,164
2006-03-10 YSI OSGOOD STEVEN G 900 20.8300 900 20.8300 18,747
2006-03-10 YSI OSGOOD STEVEN G 1,000 20.7900 1,000 20.7900 20,790
2006-03-10 YSI OSGOOD STEVEN G 15,500 20.7500 15,500 20.7500 321,625
2006-03-10 YSI OSGOOD STEVEN G 4,200 20.8000 4,200 20.8000 87,360
2006-03-10 YSI OSGOOD STEVEN G 800 20.8700 800 20.8700 16,696
2006-03-10 YSI OSGOOD STEVEN G 4,400 20.7800 4,400 20.7800 91,432
2006-03-10 YSI OSGOOD STEVEN G 100 20.8600 100 20.8600 2,086
2006-03-10 YSI OSGOOD STEVEN G 1,700 20.7700 1,700 20.7700 35,309
2006-03-10 YSI OSGOOD STEVEN G 200 20.7600 200 20.7600 4,152
2006-03-10 YSI OSGOOD STEVEN G 4,000 20.5500 4,000 20.5500 82,200
2006-03-10 YSI OSGOOD STEVEN G 6,000 20.6800 6,000 20.6800 124,080
2006-03-10 YSI OSGOOD STEVEN G 100 20.7400 100 20.7400 2,074
2006-03-10 YSI OSGOOD STEVEN G 1,167 20.5900 1,167 20.5900 24,029
2006-03-10 YSI OSGOOD STEVEN G 5,500 20.3000 5,500 20.3000 111,650

Adjusted Price is the split-adjusted price. Adjusted Shares is the split-adjusted shares.

CUBE / CubeSmart Insider Trades
Insider Purchases HASI / HA Sustainable Infrastructure Capital, Inc. - Short Term Profit Analysis

In this section, we analyze the profitability of every unplanned, open-market insider purchase made in CUBE / CubeSmart. This analysis helps to understand if the insider consistently generates abnormal returns, and is worth following. This analysis is for one-year following each trade, and the results are theoretical.

The following table shows the most recent open market purchases that were not part of an automatic trading plan.

Trade Date Ticker Insider Reported
Shares
Reported
Price
Adjusted
Shares
Adjusted
Price
Cost Basis Days to
Max
Price at
Max
Max
Profit ($)
Max Return (%)
2022-11-10 HASI OSGOOD STEVEN G 1,000 32.1000 1,000 32.1000 32,100 85 38.3700 6,270 19.53
2018-06-04 HASI OSGOOD STEVEN G 5,000 18.2800 5,000 18.2800 91,400
2016-12-15 HASI OSGOOD STEVEN G 5,000 18.8700 5,000 18.8700 94,350

Adjusted Price is the split-adjusted price. Adjusted Shares is the split-adjusted shares.

HASI / HA Sustainable Infrastructure Capital, Inc. Insider Trades
Insider Sales HASI / HA Sustainable Infrastructure Capital, Inc. - Short Term Loss Analysis

In this section, we analyze the short-term loss avoidance of every unplanned, open-market insider sale made in CUBE / CubeSmart. A consistent pattern of loss avoidance may suggest that future sale transactions may predict declines in price. This analysis is for one-year following each trade, and the results are theoretical.

The following table shows the most recent open market sales that were not part of an automatic trading plan.

Trade Date Ticker Insider Reported
Shares
Reported
Price
Adjusted
Shares
Adjusted
Price
Cost Basis Days to
Min
Price at
Min
Max Loss
Avoided ($)
Max Loss
Avoided (%)
There are no known unplanned open-market trades for this insider and security combination

Adjusted Price is the split-adjusted price. Adjusted Shares is the split-adjusted shares.

HASI / HA Sustainable Infrastructure Capital, Inc. Insider Trades
Insider Trading History

This table shows the complete list of insider trades made by Steven G Osgood as disclosed to the Securities Exchange Commission (SEC).

File Date Tran Date Form Ticker Security Code 10b5-1 Shares Remaining Shares Percent
Change
Share
Price
Tran
Value
Remaining
Value
2022-11-10 2022-11-10 4 HASI Hannon Armstrong Sustainable Infrastructure Capital, Inc.
Common stock, par value $0.01 per share
P - Purchase 1,000 29,281 3.54 32.10 32,100 939,920
2022-03-29 2022-03-25 4 HASI Hannon Armstrong Sustainable Infrastructure Capital, Inc.
LTIP Units
A - Award 5,099 9,346 120.06
2021-06-02 2021-05-28 4 NSA National Storage Affiliates Trust
Class A OP Units
C - Conversion 5,116 122,081 4.37
2021-06-02 2021-05-28 4 NSA National Storage Affiliates Trust
LTIP Units
C - Conversion -5,116 11,037 -31.67
2021-06-02 2021-05-28 4 NSA National Storage Affiliates Trust
Class A OP Units
A - Award 3,781 122,081 3.20 45.63 172,527 5,570,556
2021-04-05 2021-04-01 4 HASI Hannon Armstrong Sustainable Infrastructure Capital, Inc.
LTIP Units
A - Award 4,247 4,247
2021-04-05 2020-12-04 4 HASI Hannon Armstrong Sustainable Infrastructure Capital, Inc.
LTIP Units
J - Other 9,978 9,978
2021-04-05 2020-12-04 4 HASI Hannon Armstrong Sustainable Infrastructure Capital, Inc.
LTIP Units
J - Other -9,978 0 -100.00
2020-05-27 2020-05-24 4 NSA National Storage Affiliates Trust
Class A OP Units
C - Conversion 8,253 118,300 7.50
2020-05-27 2020-05-24 4 NSA National Storage Affiliates Trust
LTIP Units
C - Conversion -8,253 12,372 -40.01
2020-05-27 2020-05-22 4 NSA National Storage Affiliates Trust
Class A OP Units
A - Award 6,702 118,300 6.01 25.74 172,509 3,045,042
2020-04-03 2020-04-01 4 HASI Hannon Armstrong Sustainable Infrastructure Capital, Inc.
LTIP Units
A - Award 5,968 9,978 148.83
2020-02-24 2020-02-20 4 NSA National Storage Affiliates Trust
Class A OP Units
A - Award 554 111,598 0.50 36.16 20,033 4,035,384
2019-05-28 2019-05-23 4 NSA National Storage Affiliates Trust
Class A OP Units
C - Conversion 3,135 111,044 2.91
2019-05-28 2019-05-23 4 NSA National Storage Affiliates Trust
LTIP Units
C - Conversion -3,135 13,369 -19.00
2019-05-28 2019-05-23 4 NSA National Storage Affiliates Trust
Class A OP Units
A - Award 5,116 111,044 4.83 29.81 152,508 3,310,222
2019-04-03 2019-04-01 4 HASI Hannon Armstrong Sustainable Infrastructure Capital, Inc.
LTIP Units
A - Award 4,010 4,010
2018-06-04 2018-06-04 4 HASI Hannon Armstrong Sustainable Infrastructure Capital, Inc.
Common stock, par value $0.01 per share
P - Purchase 5,000 28,281 21.48 18.28 91,400 516,977
2018-05-29 2018-05-24 4 NSA National Storage Affiliates Trust
Class A OP Units
A - Award 5,589 105,928 5.57 27.29 152,524 2,890,775
2018-04-06 2018-04-04 4 HASI Hannon Armstrong Sustainable Infrastructure Capital, Inc.
Common stock, par value $0.01 per share
A - Award 3,401 23,281 17.11
2017-06-02 2017-05-31 4 NSA National Storage Affiliates Trust
Class A OP Units
C - Conversion 14,400 100,339 16.76
2017-06-02 2017-05-31 4 NSA National Storage Affiliates Trust
LTIP Units
C - Conversion -14,400 5,799 -71.29
2017-06-02 2017-05-31 4 NSA National Storage Affiliates Trust
Class A OP Units
A - Award 2,664 100,339 2.73 24.40 65,002 2,448,272
2017-03-17 2017-03-15 4 HASI Hannon Armstrong Sustainable Infrastructure Capital, Inc.
Common stock, par value $0.01 per share
A - Award 3,426 19,880 20.82
2016-12-15 2016-12-15 4 HASI Hannon Armstrong Sustainable Infrastructure Capital, Inc.
Common stock, par value $0.01 per share
P - Purchase 5,000 16,454 43.65 18.87 94,350 310,487
2016-06-07 2016-06-03 4 NSA National Storage Affiliates Trust
Class A OP Units
A - Award 3,135 97,675 3.32 20.74 65,020 2,025,780
2016-03-31 2016-03-29 4 HASI Hannon Armstrong Sustainable Infrastructure Capital, Inc.
Common stock, par value $0.01 per share
A - Award 3,461 11,454 43.30
2015-05-05 2015-05-01 4 NSA National Storage Affiliates Trust
Class A OP Units
A - Award 80,140 80,140 13.10 1,049,834 1,049,834
2015-03-18 2015-03-17 4 HASI Hannon Armstrong Sustainable Infrastructure Capital, Inc.
Common stock, par value $0.01 per share
A - Award 3,514 7,993 78.46
2015-01-16 2015-01-15 4 HASI Hannon Armstrong Sustainable Infrastructure Capital, Inc.
Common stock, par value $0.01 per share
A - Award 3,479 4,479 347.90
2015-01-15 3 HASI Hannon Armstrong Sustainable Infrastructure Capital, Inc.
Common Stock
2,000
2015-01-15 3 HASI Hannon Armstrong Sustainable Infrastructure Capital, Inc.
Common Stock
2,000
2007-10-18 3 DFT DUPONT FABROS TECHNOLOGY, INC.
No securities benefically owned
0
2006-03-10 2006-03-10 4 YSI U-Store-It Trust
Stock Option (right to buy)
M - Exercise -66,667 133,333 -33.33
2006-03-10 2006-03-10 4 YSI U-Store-It Trust
Common Stock
S - Sale -5,500 31,750 -14.77 20.30 -111,650 644,525
2006-03-10 2006-03-10 4 YSI U-Store-It Trust
Common Stock
S - Sale -1,167 37,250 -3.04 20.59 -24,029 766,978
2006-03-10 2006-03-10 4 YSI U-Store-It Trust
Common Stock
S - Sale -100 38,417 -0.26 20.74 -2,074 796,769
2006-03-10 2006-03-10 4 YSI U-Store-It Trust
Common Stock
S - Sale -6,000 38,517 -13.48 20.68 -124,080 796,532
2006-03-10 2006-03-10 4 YSI U-Store-It Trust
Common Stock
S - Sale -4,000 44,517 -8.24 20.55 -82,200 914,824
2006-03-10 2006-03-10 4 YSI U-Store-It Trust
Common Stock
S - Sale -200 48,517 -0.41 20.76 -4,152 1,007,213
2006-03-10 2006-03-10 4 YSI U-Store-It Trust
Common Stock
S - Sale -1,700 48,717 -3.37 20.77 -35,309 1,011,852
2006-03-10 2006-03-10 4 YSI U-Store-It Trust
Common Stock
S - Sale -100 50,417 -0.20 20.86 -2,086 1,051,699
2006-03-10 2006-03-10 4 YSI U-Store-It Trust
Common Stock
S - Sale -4,400 50,517 -8.01 20.78 -91,432 1,049,743
2006-03-10 2006-03-10 4 YSI U-Store-It Trust
Common Stock
S - Sale -800 54,917 -1.44 20.87 -16,696 1,146,118
2006-03-10 2006-03-10 4 YSI U-Store-It Trust
Common Stock
S - Sale -4,200 55,717 -7.01 20.80 -87,360 1,158,914
2006-03-10 2006-03-10 4 YSI U-Store-It Trust
Common Stock
S - Sale -15,500 59,917 -20.55 20.75 -321,625 1,243,278
2006-03-10 2006-03-10 4 YSI U-Store-It Trust
Common Stock
S - Sale -1,000 75,417 -1.31 20.79 -20,790 1,567,919
2006-03-10 2006-03-10 4 YSI U-Store-It Trust
Common Stock
S - Sale -900 76,417 -1.16 20.83 -18,747 1,591,766
2006-03-10 2006-03-10 4 YSI U-Store-It Trust
Common Stock
S - Sale -200 77,317 -0.26 20.82 -4,164 1,609,740
2006-03-10 2006-03-10 4 YSI U-Store-It Trust
Common Stock
S - Sale -6,000 77,517 -7.18 20.84 -125,040 1,615,454
2006-03-10 2006-03-10 4 YSI U-Store-It Trust
Common Stock
S - Sale -6,300 83,517 -7.01 20.70 -130,410 1,728,802
2006-03-10 2006-03-10 4 YSI U-Store-It Trust
Common Stock
S - Sale -8,600 89,817 -8.74 20.60 -177,160 1,850,230
2006-03-10 2006-03-10 4 YSI U-Store-It Trust
Common Stock
M - Exercise 66,667 98,417 209.97 16.00 1,066,672 1,574,672
2006-03-10 2006-03-08 4 YSI U-Store-It Trust
Deferred Share Units
M - Exercise -31,250 31,250 -50.00
2006-03-10 2006-03-08 4 YSI U-Store-It Trust
Common Stock
M - Exercise 31,250 31,750 6,250.00
P
Open market or private purchase of non-derivative or derivative security
S
Open market or private sale of non-derivative or derivative security
A
Grant, award, or other acquisition of securities from the company (such as an option)
C
Conversion of derivative
D
Sale or transfer of securities back to the company
F
Payment of exercise price or tax liability using portion of securities received from the company
G
Gift of securities by or to the insider
K
Equity swaps and similar hedging transactions
M
Exercise or conversion of derivative security received from the company (such as an option)
V
A transaction voluntarily reported on Form 4
J
Other (accompanied by a footnote describing the transaction)