Paula M. Mathews - Jun 24, 2025 Form 4 Insider Report for SmartStop Self Storage REIT, Inc. (SMA)

Role
Director
Signature
/s/ Paula M. Mathews
Stock symbol
SMA
Transactions as of
Jun 24, 2025
Transactions value $
$0
Form type
4
Date filed
6/26/2025, 04:25 PM
Previous filing
Apr 3, 2025
SEC
View on sec.gov

Reporting Owners (1)

Name Relationship Address Signature Signature date CIK
Mathews Paula M. Director 10 TERRACE ROAD, LADERA RANCH /s/ Paula M. Mathews 2025-06-26 0001462217

Transactions Table

Type Sym Class Transaction Value $ Shares Change % * Price $ Shares After Date Ownership Footnotes
holding SMA Class A Common Stock 7.18K Jun 24, 2025 Held by Paula M. Mathews Living Trust F1

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 +63.66% $0.00 7.23K Jun 24, 2025 Class A Common Stock 2.81K $0.00 Held by Paula M. Mathews Living Trust F2, F3
holding SMA Long-Term Incentive Plan Units 9.6K Jun 24, 2025 Class A Common Stock 9.6K $0.00 Held by Paula M. Mathews Living Trust F2, F4
holding SMA Class A-1 Units 27.2K Jun 24, 2025 Class A Common Stock 27.2K $0.00 Direct F5, F6
* An asterisk sign (*) next to the price indicates that the price is likely invalid.

Explanation of Responses:

Id Content
F1 Represents 7,176.45 shares of Class A Common Stock previously reported as being owned by the Reporting Person.
F2 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.
F3 The Reporting Person was awarded 2,814 LTIP Units upon her reelection to the board of directors, which LTIP Units vest one year from such reelection.
F4 Represents 9,598 LTIP Units previously reported as being owned by the Reporting Person, which LTIP Units vest ratably over four years commencing on the first anniversary of the issuance thereof, subject to the Reporting Person's continued employment or service through each vesting date.
F5 Represents Class A-1 limited partnership units ("Class A-1 Units") of the Operating Partnership. Class A-1 Units are redeemable by the holder for, at the election of the Issuer, shares of Class A Common Stock of the Issuer on a one-for-one basis or the cash value of such shares.
F6 Represents 27,168 Class A-1 Units previously reported as being owned by the Reporting Person.