Harold Perry - Jun 24, 2025 Form 4 Insider Report for SmartStop Self Storage REIT, Inc. (SMA)

Role
Director
Signature
/s/ Harold Perry
Stock symbol
SMA
Transactions as of
Jun 24, 2025
Transactions value $
$0
Form type
4
Date filed
6/26/2025, 04:48 PM
Previous filing
Apr 3, 2025

Reporting Owners (1)

Name Relationship Address Signature Signature date CIK
Perry Harold Director 10 TERRACE ROAD, LADERA RANCH /s/ Harold Perry 2025-06-26 0001462184

Transactions Table

Type Sym Class Transaction Value $ Shares Change % * Price $ Shares After Date Ownership Footnotes
holding SMA Common Stock 3K Jun 24, 2025 Direct F1
holding SMA Class A Common Stock 9.66K Jun 24, 2025 Direct F2

Derivative Securities (e.g., puts, calls, warrants, options, convertible securities)

Type Sym Class Transaction Value $ Shares Change % * Price $ Shares After Date Underlying Class Amount Exercise Price Ownership Footnotes
transaction SMA Long-Term Incentive Plan Units Award $0 +2.81K +94.42% $0.00 5.79K Jun 24, 2025 Class A Common Stock 2.81K $0.00 Direct F3, F4
holding SMA Long-Term Incentive Plan Units 9.6K Jun 24, 2025 Class A Common Stock 9.6K $0.00 Direct F3, F5
* An asterisk sign (*) next to the price indicates that the price is likely invalid.

Explanation of Responses:

Id Content
F1 Represents 3,000 shares of Common Stock previously reported as being owned by the Reporting Person.
F2 Represents 9,657.19 shares of Class A Common Stock previously reported as being owned by the Reporting Person.
F3 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.
F4 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.
F5 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.