AG˹ٷ

STOCK TITAN

[Form 4] SmartStop Self Storage REIT, Inc. Insider Trading Activity

Filing Impact
(Low)
Filing Sentiment
(Neutral)
Form Type
4
Rhea-AI Filing Summary

SmartStop Self Storage REIT, Inc. (SMA) � Form 4 insider transaction summary

Director Harold Perry reported one equity-based award on 24 June 2025. He received 2,814 Long-Term Incentive Plan (LTIP) Units in SmartStop OP, L.P., the REIT’s operating partnership. Once vested, each LTIP Unit can be converted into one Class A common unit of the partnership and then redeemed for either one share of SMA Class A Common Stock or cash, at the issuer’s election.

Vesting terms: the newly issued LTIP Units vest in full one year after Mr. Perry’s 2025 re-election to the board, conditional on continued service.

Post-transaction beneficial ownership:

  • 3,000 shares of Common Stock (unchanged)
  • 9,657.19 shares of Class A Common Stock (unchanged)
  • 2,814 unvested LTIP Units awarded 06/24/2025
  • 9,598 previously granted LTIP Units vesting ratably over four years beginning on their first anniversary

No shares were sold and no cash consideration was paid (exercise price $0). All holdings remain directly owned.

Investor takeaway: This filing reflects routine board compensation rather than market buying or selling. Based solely on the information provided, the award appears immaterial to overall share structure and does not signal a change in insider sentiment.

SmartStop Self Storage REIT, Inc. (SMA) � Riepilogo delle transazioni insider nel Modulo 4

Il direttore Harold Perry ha segnalato un premio basato su azioni il 24 giugno 2025. Ha ricevuto 2.814 unità del Piano di Incentivi a Lungo Termine (LTIP) in SmartStop OP, L.P., la partnership operativa del REIT. Una volta maturate, ogni unità LTIP può essere convertita in una unità comune di Classe A della partnership e quindi riscattata con una azione SMA Classe A o in contanti, a scelta dell’emittente.

Termini di maturazione: le unità LTIP appena emesse maturano completamente un anno dopo la rielezione di Mr. Perry al consiglio nel 2025, condizionate alla continuazione del servizio.

Posizione azionaria dopo la transazione:

  • 3.000 azioni di azioni ordinarie (invariate)
  • 9.657,19 azioni di azioni ordinarie Classe A (invariate)
  • 2.814 unità LTIP non maturate assegnate il 24/06/2025
  • 9.598 unità LTIP precedentemente concesse, che maturano gradualmente in quattro anni a partire dal loro primo anniversario

Non sono state vendute azioni né è stato pagato alcun corrispettivo in contanti (prezzo di esercizio $0). Tutte le partecipazioni restano di proprietà diretta.

Conclusione per l’investitore: Questa segnalazione riflette una normale compensazione del consiglio e non un acquisto o vendita sul mercato. Basandosi solo sulle informazioni fornite, il premio appare irrilevante per la struttura complessiva delle azioni e non indica un cambiamento nel sentiment degli insider.

SmartStop Self Storage REIT, Inc. (SMA) � Resumen de transacciones internas del Formulario 4

El director Harold Perry reportó un premio basado en acciones el 24 de junio de 2025. Recibió 2,814 Unidades del Plan de Incentivos a Largo Plazo (LTIP) en SmartStop OP, L.P., la sociedad operativa del REIT. Una vez que las unidades LTIP se consolidan, cada una puede convertirse en una unidad común Clase A de la sociedad y luego canjearse por una acción común Clase A de SMA o efectivo, a elección del emisor.

Términos de consolidación: las nuevas unidades LTIP se consolidan completamente un año después de la reelección del Sr. Perry al consejo en 2025, condicionado a la continuidad del servicio.

Propiedad beneficiosa tras la transacción:

  • 3,000 acciones comunes (sin cambios)
  • 9,657.19 acciones comunes Clase A (sin cambios)
  • 2,814 unidades LTIP no consolidadas otorgadas el 24/06/2025
  • 9,598 unidades LTIP previamente otorgadas, que se consolidan de manera gradual durante cuatro años a partir de su primer aniversario

No se vendieron acciones ni se pagó consideración en efectivo (precio de ejercicio $0). Todas las participaciones permanecen en propiedad directa.

Conclusión para el inversor: Esta presentación refleja una compensación rutinaria del consejo y no una compra o venta en el mercado. Basado únicamente en la información proporcionada, el premio parece irrelevante para la estructura general de acciones y no indica un cambio en el sentimiento interno.

SmartStop Self Storage REIT, Inc. (SMA) � Form 4 내부� 거래 요약

이사 Harold Perry� 2025� 6� 24� 주식 기반 보상� 보고했습니다. 그는 REIT� 운영 파트너십� SmartStop OP, L.P.에서 2,814개의 장기 인센티브 계획(LTIP) 단위� 받았습니�. LTIP 단위가 완전� 취득되면 � 단위� 파트너십� 클래� A 보통� 단위� 전환 가능하�, 이후 발행자의 선택� 따라 SMA 클래� A 보통� 1� 또는 현금으로 상환� � 있습니다.

취득 조건: 새로 발행� LTIP 단위� 2025� Perry 이사� 재선 � 1년이 지나면 전액 취득되며, 계속 근무 조건� 붙습니다.

거래 � 실질 소유 현황:

  • 3,000� 보통� (변� 없음)
  • 9,657.19� 클래� A 보통� (변� 없음)
  • 2025� 6� 24일에 부여된 2,814개의 미취� LTIP 단위
  • � � 기념일부� 4년에 걸쳐 비례 취득되는 9,598개의 기존 LTIP 단위

주식은 매도되지 않았으며 현금 대금도 지불되지 않았습니�(행사가� $0). 모든 보유 주식은 직Ϊ 소유 상태� 유지합니�.

투자� 시사�: 이번 신고� 시장 매매가 아닌 이사� 보상 절차� 일환입니�. 제공� 정보만으� � �, 이번 보상은 전체 주식 구조� 미미� 영향� 미치� 내부자의 심리 변� 신호� 보이지 않습니다.

SmartStop Self Storage REIT, Inc. (SMA) � Résumé des transactions d’initiés au formulaire 4

Le directeur Harold Perry a déclaré une attribution basée sur des actions le 24 juin 2025. Il a reçu 2 814 unités du Plan d’Incitation à Long Terme (LTIP) dans SmartStop OP, L.P., la société d’exploitation du REIT. Une fois acquises, chaque unité LTIP peut être convertie en une unité commune de Classe A de la société, puis échangée contre une action ordinaire Classe A de SMA ou contre de l’argent, au choix de l’émetteur.

Conditions d’acquisition : les nouvelles unités LTIP émises seront entièrement acquises un an après la réélection de M. Perry au conseil en 2025, sous réserve de la poursuite de son service.

Possession bénéficiaire après la transaction :

  • 3 000 actions ordinaires (inchangées)
  • 9 657,19 actions ordinaires de Classe A (inchangées)
  • 2 814 unités LTIP non acquises attribuées le 24/06/2025
  • 9 598 unités LTIP précédemment attribuées, acquises par paliers sur quatre ans à compter de leur premier anniversaire

Aucune action n’a été vendue et aucune contrepartie en espèces n’a été versée (prix d’exercice 0 $). Toutes les participations restent directement éٱԳܱ.

Conclusion pour les investisseurs : Ce dépôt reflète une rémunération habituelle du conseil d’administration plutôt qu’un achat ou une vente sur le marché. Sur la base des seules informations fournies, cette attribution semble sans incidence sur la structure globale des actions et ne signale aucun changement dans le sentiment des initiés.

SmartStop Self Storage REIT, Inc. (SMA) � Zusammenfassung der Insider-Transaktionen gemäß Formular 4

Direktor Harold Perry meldete am 24. Juni 2025 eine aktienbasierte Zuwendung. Er erhielt 2.814 Einheiten des Langfristigen Anreizplans (LTIP) bei SmartStop OP, L.P., der operativen Partnerschaft des REIT. Nach der Vesting-Periode kann jede LTIP-Einheit in eine Class A Stammaktie der Partnerschaft umgewandelt werden und anschließend entweder in eine SMA Class A Stammaktie oder in bar eingelöst werden, je nach Wahl des Emittenten.

Vesting-Bedingungen: Die neu ausgegebenen LTIP-Einheiten werden vollständig ein Jahr nach Mr. Perrys Wiederwahl in den Vorstand 2025 fällig, vorausgesetzt, er bleibt weiterhin im Dienst.

Begünstigter Besitz nach der Transaktion:

  • 3.000 Stammaktien (unverändert)
  • 9.657,19 Class A Stammaktien (unverändert)
  • 2.814 unverfallene LTIP-Einheiten, vergeben am 24.06.2025
  • 9.598 zuvor gewährte LTIP-Einheiten, die anteilig über vier Jahre ab dem ersten Jahrestag verfallen

Es wurden keine Aktien verkauft und keine Barzahlung geleistet (Ausübungspreis $0). Alle Beteiligungen bleiben direkt im Besitz.

Fazit für Investoren: Diese Meldung spiegelt eine routinemäßige Vergütung des Vorstands wider und keinen Kauf- oder Verkaufsdruck am Markt. Basierend auf den vorliegenden Informationen erscheint die Zuwendung unerheblich für die Gesamtaktienstruktur und signalisiert keine Änderung der Insider-Stimmung.

Positive
  • None.
Negative
  • None.

Insights

TL;DR: Routine equity award, neutral impact, no open-market activity.

The Form 4 shows a standard board compensation grant of 2,814 LTIP Units to Director Harold Perry at an exercise price of $0. The award vests after one year and, once vested, can be exchanged one-for-one for Class A shares or cash. Existing ownership of common and Class A shares remains unchanged. The document offers no revenue, profitability, or share-count context, so materiality cannot be quantified, but the absence of sales suggests no negative signal. This is a neutral, non-impactful filing for investors.

TL;DR: Incentive aligns director interests; standard governance practice.

Issuing LTIP Units is consistent with REIT best practices for aligning directors with unitholder value. One-year cliff vesting promotes near-term engagement, while existing multi-year awards encourage longer-term oversight. Because no additional board roles or strategic changes are disclosed, the event is routine and should not materially influence voting or governance risk assessments.

SmartStop Self Storage REIT, Inc. (SMA) � Riepilogo delle transazioni insider nel Modulo 4

Il direttore Harold Perry ha segnalato un premio basato su azioni il 24 giugno 2025. Ha ricevuto 2.814 unità del Piano di Incentivi a Lungo Termine (LTIP) in SmartStop OP, L.P., la partnership operativa del REIT. Una volta maturate, ogni unità LTIP può essere convertita in una unità comune di Classe A della partnership e quindi riscattata con una azione SMA Classe A o in contanti, a scelta dell’emittente.

Termini di maturazione: le unità LTIP appena emesse maturano completamente un anno dopo la rielezione di Mr. Perry al consiglio nel 2025, condizionate alla continuazione del servizio.

Posizione azionaria dopo la transazione:

  • 3.000 azioni di azioni ordinarie (invariate)
  • 9.657,19 azioni di azioni ordinarie Classe A (invariate)
  • 2.814 unità LTIP non maturate assegnate il 24/06/2025
  • 9.598 unità LTIP precedentemente concesse, che maturano gradualmente in quattro anni a partire dal loro primo anniversario

Non sono state vendute azioni né è stato pagato alcun corrispettivo in contanti (prezzo di esercizio $0). Tutte le partecipazioni restano di proprietà diretta.

Conclusione per l’investitore: Questa segnalazione riflette una normale compensazione del consiglio e non un acquisto o vendita sul mercato. Basandosi solo sulle informazioni fornite, il premio appare irrilevante per la struttura complessiva delle azioni e non indica un cambiamento nel sentiment degli insider.

SmartStop Self Storage REIT, Inc. (SMA) � Resumen de transacciones internas del Formulario 4

El director Harold Perry reportó un premio basado en acciones el 24 de junio de 2025. Recibió 2,814 Unidades del Plan de Incentivos a Largo Plazo (LTIP) en SmartStop OP, L.P., la sociedad operativa del REIT. Una vez que las unidades LTIP se consolidan, cada una puede convertirse en una unidad común Clase A de la sociedad y luego canjearse por una acción común Clase A de SMA o efectivo, a elección del emisor.

Términos de consolidación: las nuevas unidades LTIP se consolidan completamente un año después de la reelección del Sr. Perry al consejo en 2025, condicionado a la continuidad del servicio.

Propiedad beneficiosa tras la transacción:

  • 3,000 acciones comunes (sin cambios)
  • 9,657.19 acciones comunes Clase A (sin cambios)
  • 2,814 unidades LTIP no consolidadas otorgadas el 24/06/2025
  • 9,598 unidades LTIP previamente otorgadas, que se consolidan de manera gradual durante cuatro años a partir de su primer aniversario

No se vendieron acciones ni se pagó consideración en efectivo (precio de ejercicio $0). Todas las participaciones permanecen en propiedad directa.

Conclusión para el inversor: Esta presentación refleja una compensación rutinaria del consejo y no una compra o venta en el mercado. Basado únicamente en la información proporcionada, el premio parece irrelevante para la estructura general de acciones y no indica un cambio en el sentimiento interno.

SmartStop Self Storage REIT, Inc. (SMA) � Form 4 내부� 거래 요약

이사 Harold Perry� 2025� 6� 24� 주식 기반 보상� 보고했습니다. 그는 REIT� 운영 파트너십� SmartStop OP, L.P.에서 2,814개의 장기 인센티브 계획(LTIP) 단위� 받았습니�. LTIP 단위가 완전� 취득되면 � 단위� 파트너십� 클래� A 보통� 단위� 전환 가능하�, 이후 발행자의 선택� 따라 SMA 클래� A 보통� 1� 또는 현금으로 상환� � 있습니다.

취득 조건: 새로 발행� LTIP 단위� 2025� Perry 이사� 재선 � 1년이 지나면 전액 취득되며, 계속 근무 조건� 붙습니다.

거래 � 실질 소유 현황:

  • 3,000� 보통� (변� 없음)
  • 9,657.19� 클래� A 보통� (변� 없음)
  • 2025� 6� 24일에 부여된 2,814개의 미취� LTIP 단위
  • � � 기념일부� 4년에 걸쳐 비례 취득되는 9,598개의 기존 LTIP 단위

주식은 매도되지 않았으며 현금 대금도 지불되지 않았습니�(행사가� $0). 모든 보유 주식은 직Ϊ 소유 상태� 유지합니�.

투자� 시사�: 이번 신고� 시장 매매가 아닌 이사� 보상 절차� 일환입니�. 제공� 정보만으� � �, 이번 보상은 전체 주식 구조� 미미� 영향� 미치� 내부자의 심리 변� 신호� 보이지 않습니다.

SmartStop Self Storage REIT, Inc. (SMA) � Résumé des transactions d’initiés au formulaire 4

Le directeur Harold Perry a déclaré une attribution basée sur des actions le 24 juin 2025. Il a reçu 2 814 unités du Plan d’Incitation à Long Terme (LTIP) dans SmartStop OP, L.P., la société d’exploitation du REIT. Une fois acquises, chaque unité LTIP peut être convertie en une unité commune de Classe A de la société, puis échangée contre une action ordinaire Classe A de SMA ou contre de l’argent, au choix de l’émetteur.

Conditions d’acquisition : les nouvelles unités LTIP émises seront entièrement acquises un an après la réélection de M. Perry au conseil en 2025, sous réserve de la poursuite de son service.

Possession bénéficiaire après la transaction :

  • 3 000 actions ordinaires (inchangées)
  • 9 657,19 actions ordinaires de Classe A (inchangées)
  • 2 814 unités LTIP non acquises attribuées le 24/06/2025
  • 9 598 unités LTIP précédemment attribuées, acquises par paliers sur quatre ans à compter de leur premier anniversaire

Aucune action n’a été vendue et aucune contrepartie en espèces n’a été versée (prix d’exercice 0 $). Toutes les participations restent directement éٱԳܱ.

Conclusion pour les investisseurs : Ce dépôt reflète une rémunération habituelle du conseil d’administration plutôt qu’un achat ou une vente sur le marché. Sur la base des seules informations fournies, cette attribution semble sans incidence sur la structure globale des actions et ne signale aucun changement dans le sentiment des initiés.

SmartStop Self Storage REIT, Inc. (SMA) � Zusammenfassung der Insider-Transaktionen gemäß Formular 4

Direktor Harold Perry meldete am 24. Juni 2025 eine aktienbasierte Zuwendung. Er erhielt 2.814 Einheiten des Langfristigen Anreizplans (LTIP) bei SmartStop OP, L.P., der operativen Partnerschaft des REIT. Nach der Vesting-Periode kann jede LTIP-Einheit in eine Class A Stammaktie der Partnerschaft umgewandelt werden und anschließend entweder in eine SMA Class A Stammaktie oder in bar eingelöst werden, je nach Wahl des Emittenten.

Vesting-Bedingungen: Die neu ausgegebenen LTIP-Einheiten werden vollständig ein Jahr nach Mr. Perrys Wiederwahl in den Vorstand 2025 fällig, vorausgesetzt, er bleibt weiterhin im Dienst.

Begünstigter Besitz nach der Transaktion:

  • 3.000 Stammaktien (unverändert)
  • 9.657,19 Class A Stammaktien (unverändert)
  • 2.814 unverfallene LTIP-Einheiten, vergeben am 24.06.2025
  • 9.598 zuvor gewährte LTIP-Einheiten, die anteilig über vier Jahre ab dem ersten Jahrestag verfallen

Es wurden keine Aktien verkauft und keine Barzahlung geleistet (Ausübungspreis $0). Alle Beteiligungen bleiben direkt im Besitz.

Fazit für Investoren: Diese Meldung spiegelt eine routinemäßige Vergütung des Vorstands wider und keinen Kauf- oder Verkaufsdruck am Markt. Basierend auf den vorliegenden Informationen erscheint die Zuwendung unerheblich für die Gesamtaktienstruktur und signalisiert keine Änderung der Insider-Stimmung.

SEC Form 4
FORM 4 UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549

STATEMENT OF CHANGES IN BENEFICIAL OWNERSHIP

Filed pursuant to Section 16(a) of the Securities Exchange Act of 1934
or Section 30(h) of the Investment Company Act of 1940
OMB APPROVAL
OMB Number: 3235-0287
Estimated average burden
hours per response: 0.5
Check this box if no longer subject to Section 16. Form 4 or Form 5 obligations may continue. See Instruction 1(b).
Check this box to indicate that a transaction was made pursuant to a contract, instruction or written plan for the purchase or sale of equity securities of the issuer that is intended to satisfy the affirmative defense conditions of Rule 10b5-1(c). See Instruction 10.
1. Name and Address of Reporting Person*
Perry Harold

(Last) (First) (Middle)
10 TERRACE ROAD

(Street)
LADERA RANCH CA 92694

(City) (State) (Zip)
2. Issuer Name and Ticker or Trading Symbol
SmartStop Self Storage REIT, Inc. [ SMA ]
5. Relationship of Reporting Person(s) to Issuer
(Check all applicable)
X Director 10% Owner
Officer (give title below) Other (specify below)
3. Date of Earliest Transaction (Month/Day/Year)
06/24/2025
4. If Amendment, Date of Original Filed (Month/Day/Year)
6. Individual or Joint/Group Filing (Check Applicable Line)
X Form filed by One Reporting Person
Form filed by More than One Reporting Person
Table I - Non-Derivative Securities Acquired, Disposed of, or Beneficially Owned
1. Title of Security (Instr. 3) 2. Transaction Date (Month/Day/Year) 2A. Deemed Execution Date, if any (Month/Day/Year) 3. Transaction Code (Instr. 8) 4. Securities Acquired (A) or Disposed Of (D) (Instr. 3, 4 and 5) 5. Amount of Securities Beneficially Owned Following Reported Transaction(s) (Instr. 3 and 4) 6. Ownership Form: Direct (D) or Indirect (I) (Instr. 4) 7. Nature of Indirect Beneficial Ownership (Instr. 4)
Code V Amount (A) or (D) Price
Common Stock 3,000(1) D
Class A Common Stock 9,657.19(2) D
Table II - Derivative Securities Acquired, Disposed of, or Beneficially Owned
(e.g., puts, calls, warrants, options, convertible securities)
1. Title of Derivative Security (Instr. 3) 2. Conversion or Exercise Price of Derivative Security 3. Transaction Date (Month/Day/Year) 3A. Deemed Execution Date, if any (Month/Day/Year) 4. Transaction Code (Instr. 8) 5. Number of Derivative Securities Acquired (A) or Disposed of (D) (Instr. 3, 4 and 5) 6. Date Exercisable and Expiration Date (Month/Day/Year) 7. Title and Amount of Securities Underlying Derivative Security (Instr. 3 and 4) 8. Price of Derivative Security (Instr. 5) 9. Number of derivative Securities Beneficially Owned Following Reported Transaction(s) (Instr. 4) 10. Ownership Form: Direct (D) or Indirect (I) (Instr. 4) 11. Nature of Indirect Beneficial Ownership (Instr. 4)
Code V (A) (D) Date Exercisable Expiration Date Title Amount or Number of Shares
Long-Term Incentive Plan Units(3) $0(3) 06/24/2025 A 2,814(4) (4) (4) Class A Common Stock 2,814 $0 5,794.25 D
Long-Term Incentive Plan Units(3) $0(3) (5) (5) Class A Common Stock 9,598 9,598(5) D
Explanation of Responses:
1. Represents 3,000 shares of Common Stock previously reported as being owned by the Reporting Person.
2. Represents 9,657.19 shares of Class A Common Stock previously reported as being owned by the Reporting Person.
3. Represents long-term incentive plan units ("LTIP Units") of SmartStop OP, L.P., the Issuer's operating partnership (the "Operating Partnership"). Vested LTIP Units are convertible into Class A common units of the Operating Partnership ("Class A Common Units"). Class A Common Units are redeemable by the holder for, at the election of the Issuer, shares of the Issuer's Class A Common Stock on a one-for-one basis or the cash value of such shares.
4. The Reporting Person was awarded 2,814 LTIP Units upon his reelection to the board of directors, which LTIP Units vest one year from such reelection.
5. Represents 9,598 LTIP Units issued to the Reporting Person pursuant to the Issuer's incentive plan, which LTIP Units vest ratably over four years commencing on the first anniversary of the issuance thereof, subject to the Reporting Person's continued service through each vesting date.
/s/ Harold Perry 06/26/2025
** Signature of Reporting Person Date
Reminder: Report on a separate line for each class of securities beneficially owned directly or indirectly.
* If the form is filed by more than one reporting person, see Instruction 4 (b)(v).
** Intentional misstatements or omissions of facts constitute Federal Criminal Violations See 18 U.S.C. 1001 and 15 U.S.C. 78ff(a).
Note: File three copies of this Form, one of which must be manually signed. If space is insufficient, see Instruction 6 for procedure.
Persons who respond to the collection of information contained in this form are not required to respond unless the form displays a currently valid OMB Number.

FAQ

What did SMA director Harold Perry acquire on 06/24/2025?

He received 2,814 Long-Term Incentive Plan Units at an exercise price of $0.

How many SMA Class A Common Shares does Harold Perry hold after the filing?

He continues to hold 9,657.19 shares of Class A Common Stock.

When will the newly awarded LTIP Units vest?

The 2,814 LTIP Units vest one year after Mr. Perry’s reelection to the board (i.e., June 2026).

Were any shares sold or purchased on the open market?

No; the filing reflects an equity award, not a market transaction.

Do the LTIP Units convert into SMA stock automatically?

No. Once vested, each LTIP Unit is convertible at the holder’s option into a partnership unit, which can then be redeemed for Class A shares or cash at the issuer’s choice.
SmartStop Self Storage REIT, Inc.

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