Harold Perry - 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, 16:48:58 UTC
Prior SEC filing: 03 Apr 2025
Next SEC filing: 25 Jun 2026
Source filing: View source filing
Reporting owner signature: /s/ Harold Perry

Key filing fact

Harold Perry filed Form 4 for SmartStop Self Storage REIT, Inc. (SMA) on 26 Jun 2025.

Key facts

This page summarizes Harold Perry's Form 4 filing for SmartStop Self Storage REIT, Inc. (SMA).
1 reported transaction and 2 derivative rows are listed below.
Accepted by SEC: 26 Jun 2025, 16:48.

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 0001462184 Primary reporting owner

Perry Harold

Relationship: Director
Address: 10 TERRACE ROAD, LADERA RANCH
Signature: /s/ Harold Perry
Signature date: 26 Jun 2025

Reported non-derivative transactions

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

SMA holding

Common Stock

No transaction description listed

Transaction value
Shares
Change %
Price
Shares after: 3,000
Date: 24 Jun 2025
Ownership: Direct
Footnotes: F1

SMA holding

Class A Common Stock

No transaction description listed

Transaction value
Shares
Change %
Price
Shares after: 9,657
Date: 24 Jun 2025
Ownership: Direct
Footnotes: F2

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 %: +94%
Price: $0.000000
Shares after: 5,794
Date: 24 Jun 2025
Ownership: Direct
Underlying class: Class A Common Stock
Underlying amount: 2,814
Exercise price: $0.000000
Footnotes: F3, F4

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: Direct
Underlying class: Class A Common Stock
Underlying amount: 9,598
Exercise price: $0.000000
Footnotes: F3, 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 3,000 shares of Common Stock previously reported as being owned by the Reporting Person.

Footnote F2

Represents 9,657.19 shares of Class A Common Stock previously reported as being owned by the Reporting Person.

Footnote 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.

Footnote 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.

Footnote 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.