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

Reporting relationship: Director
Issuer ticker: SMA
Reported as of: 24 Jun 2025
Net transaction value: $0
SEC form: 4
Accepted by SEC: 26 Jun 2025, 16:25:21 UTC
Prior SEC filing: 03 Apr 2025
Source filing: View source filing
Reporting owner signature: /s/ Paula M. Mathews

Key filing fact

Paula M. Mathews filed Form 4 for SmartStop Self Storage REIT, Inc. (SMA) on 26 Jun 2025.

Key facts

This page summarizes Paula M. Mathews's Form 4 filing for SmartStop Self Storage REIT, Inc. (SMA).
1 reported transaction and 3 derivative rows are listed below.
Accepted by SEC: 26 Jun 2025, 16:25.

Change

Previous filing in this sequence was filed on 03 Apr 2025.
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

Reporting Owners (1)

CIK 0001462217 Primary reporting owner

Mathews Paula M.

Relationship: Director
Address: 10 TERRACE ROAD, LADERA RANCH
Signature: /s/ Paula M. Mathews
Signature date: 26 Jun 2025

Reported non-derivative transactions

Shares, units, or other non-derivative securities reported in this filing.

SMA holding

Class A Common Stock

No transaction description listed

Transaction value
Shares
Change %
Price
Shares after: 7,176
Date: 24 Jun 2025
Ownership: Held by Paula M. Mathews Living Trust
Footnotes: F1

Reported derivative securities

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

SMA transaction Derivative

Long-Term Incentive Plan Units

Award

Transaction value: $0
Shares: +2,814
Change %: +64%
Price: $0.000000
Shares after: 7,234
Date: 24 Jun 2025
Ownership: Held by Paula M. Mathews Living Trust
Underlying class: Class A Common Stock
Underlying amount: 2,814
Exercise price: $0.000000
Footnotes: F2, F3

SMA holding Derivative

Long-Term Incentive Plan Units

No transaction description listed

Transaction value
Shares
Change %
Price
Shares after: 9,598
Date: 24 Jun 2025
Ownership: Held by Paula M. Mathews Living Trust
Underlying class: Class A Common Stock
Underlying amount: 9,598
Exercise price: $0.000000
Footnotes: F2, F4

SMA holding Derivative

Class A-1 Units

No transaction description listed

Transaction value
Shares
Change %
Price
Shares after: 27,168
Date: 24 Jun 2025
Ownership: Direct
Underlying class: Class A Common Stock
Underlying amount: 27,168
Exercise price: $0.000000
Footnotes: F5, F6

^* marks a reported price that did not pass the local price check.

Additional SEC filing notes

Filing notes and footnotes

Explanation of responses 6 footnotes

Footnote F1

Represents 7,176.45 shares of Class A Common Stock previously reported as being owned by the Reporting Person.

Footnote 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.

Footnote 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.

Footnote 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.

Footnote 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.

Footnote F6

Represents 27,168 Class A-1 Units previously reported as being owned by the Reporting Person.