Warren Allan - 01 Oct 2024 Form 4 Insider Report for National Storage Affiliates Trust (NSA)

Source evidence Original filing metadata and source links for verification. 5 source fields
SEC form
4
Accepted by SEC
01 Oct 2024, 16:08:56 UTC
Prior SEC filing
19 Aug 2024
Next SEC filing
19 May 2025
Source filing
View source filing
Reporting owner 1 detail
Reporting owner signature
Warren W. Allan, by Zoya F. Afridi, his Attorney-in-fact

Key filing fact

Warren Allan filed Form 4 for National Storage Affiliates Trust (NSA) on 01 Oct 2024.

Key facts

  • This page summarizes Warren Allan's Form 4 filing for National Storage Affiliates Trust (NSA).
  • 1 reported transaction and 1 derivative row are listed below.
  • Accepted by SEC: 01 Oct 2024, 16:08.

Change

  • Previous filing in this sequence was filed on 19 Aug 2024.
  • Current net transaction value: $0.

Research use

  • This tells you what this filing adds before you inspect full transaction and derivative tables.
  • You can trace every row back to the original SEC filing document.

Evidence

Filed on Form 4

Ownership activity is grounded in SEC Form 4 disclosures.

View source filing

Reported derivative securities

Options, warrants, convertible securities, or similar derivative positions disclosed in the filing.

NSA transaction Derivative

Class A OP Units

Other

Transaction value
$0
Shares
+728,727
Change %
+101%
Price
$0.000000
Shares after
1,451,538
Date
01 Oct 2024
Ownership
See Note
Underlying class
Common shares of beneficial interest, $0.01 par value
Underlying amount
728,727
Exercise price
Footnotes
F1, F2, F3, F4, F5
* marks a reported price that did not pass the local price check.

Additional SEC filing notes

Filing notes and footnotes

Explanation of responses 5 footnotes

Footnote F1

Represents Class A common units of limited partner interest ("Class A OP Units") in NSA OP, LP (the "Partnership") received in connection with a pro rata distribution from Optivest NSA Holdings, LLC, of which the Reporting Person did not have or share voting or investment power. Such distribution is exempt from Section 16(a) of the Securities Exchange Act of 1934, as amended (the "Exchange Act"), pursuant to Rule 16a-9(a), and is exempt from Section 16(b) of the Exchange Act pursuant to Rule 16a-10.

Footnote F2

Pursuant to the agreement of limited partnership (the "Partnership Agreement") of the Partnership, the Reporting Person has the right to cause the Partnership to redeem all or a portion of the Reporting Person's Class A OP Units for cash in an amount equal to the market value of an equivalent number of the common shares of beneficial interest ("Shares") of the Issuer or at the Issuer's option, Shares on a one-for-one basis, subject to certain adjustments.

Footnote F3

N/A

Footnote F4

The Reporting Person's total direct and indirect beneficial ownership following the reported transaction above is 1,451,538 Class A OP Units, which includes those Class A OP Units previously reported and the Class A OP Units reported herein (together with those securities convertible into, or exchangeable for, such Class A OP Units as specified therein).

Footnote F5

Held by Allan Revocable Living Trust TTEE Warren Allan U/A/D 9/29/1990 for which the Reporting Person has or shares voting and/or investment power. This filing shall not be deemed to be an admission that the Reporting Person is the beneficial owner of any of the securities reported herein, and the Reporting Person disclaims beneficial ownership of such securities except to the extent of the Reporting Person's pecuniary interest therein.

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