Perry Harold 4

4 · SmartStop Self Storage REIT, Inc. · Filed Jun 25, 2026

AI-generated summary of this filing

Updated Jun 25, 2026

SmartStop (SMA) Director Perry Harold Receives Award

What Happened

Perry Harold, a director of SmartStop Self Storage REIT, Inc. (SMA), was granted 3,230 long-term incentive plan units ("LTIP Units") on June 23, 2026. The grant is reported as a derivative acquisition (code A) at $0.00. These LTIP Units vest one year from his reelection date and are convertible into common units that are redeemable for SmartStop common stock on a one-for-one basis or for cash at the issuer’s election.

Key Details

Transaction date: 2026-06-23; Filing date: 2026-06-25 (timely filing).
Transaction type/code: Award/Grant (A); reported price: $0.00 (derivative award).
Award size and vesting: 3,230 LTIP Units awarded; vest in one year (per footnote F3).
Existing holdings noted in filing:
- Previously reported 12,657 shares of common stock (less 0.19 shares redeemed in a fractional-share redemption; footnote F1).
- 9,598 LTIP Units previously issued that vest ratably over four years starting on the first anniversary of issuance (footnote F4).
How LTIP Units work (footnote F2): vested LTIP Units convert to common units of the operating partnership, which the holder can redeem for issuer common stock on a one-for-one basis or for cash.
No indication of a 10b5-1 plan, tax withholding sale or late filing in this report.

Context

This is an equity award subject to vesting, not an open‑market purchase or sale. Because the LTIP Units vest in the future and convert subject to plan rules, the grant does not represent immediate share ownership or an immediate buy/sell signal. Awards like this are routine director compensation and should be weighed alongside other insider transactions and company fundamentals.

Form 4

Period: 2026-06-23

Director

Transactions

Award
Long-Term Incentive Plan Units
[F2][F3]
2026-06-23+3,230→ 9,024.25 total
Exercise: $0.00→ Common Stock (3,230 underlying)

Holdings

Common Stock
[F1]
12,657
Long-Term Incentive Plan Units
[F2][F4]
Exercise: $0.00→ Common Stock (9,598 underlying)
9,598

Footnotes (4)

[F1]Represents 12,657 shares of Common Stock previously reported as being owned by the Reporting Person, less 0.19 shares of Common Stock that were redeemed by the Issuer in connection with a fractional share redemption conducted by the Issuer with respect to its outstanding Common Stock as of July 30, 2025.
[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 common units of the Operating Partnership ("Common Units"). Common Units are redeemable by the holder for, at the election of the Issuer, shares of the Issuer's Common Stock on a one-for-one basis or the cash value of such shares.
[F3]The Reporting Person was awarded 3,230 LTIP Units upon his reelection to the board of directors, which LTIP Units vest one year from such reelection.
[F4]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.

Signature

/s/ Harold Perry|2026-06-25

1 file