STOCK TITAN

SmartStop Storage REIT Director Morris Now Holds Over 24,000 Shares After Latest Grant

Filing Impact
(Neutral)
Filing Sentiment
(Neutral)
Form Type
4

Rhea-AI Filing Summary

Timothy S. Morris, Director at SmartStop Self Storage REIT, reported multiple stock transactions and holdings on June 28, 2025:

  • Acquired 2,688 shares of restricted common stock on June 24, 2025, awarded upon reelection to the board of directors, with one-year vesting period
  • Currently holds 9,166 shares of restricted Class A Common Stock, vesting ratably over four years from issuance date
  • Owns 12,490.9 shares of Class A Common Stock from previous board reelection, subject to one-year vesting

All shares were acquired at $0 cost as compensation for board service. The transactions reflect standard board of director equity compensation practices, with various vesting schedules designed to promote long-term alignment with shareholder interests.

Positive

  • None.

Negative

  • None.
SEC Form 4
FORM 4 UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549

STATEMENT OF CHANGES IN BENEFICIAL OWNERSHIP

Filed pursuant to Section 16(a) of the Securities Exchange Act of 1934
or Section 30(h) of the Investment Company Act of 1940
OMB APPROVAL
OMB Number: 3235-0287
Estimated average burden
hours per response: 0.5
Check this box if no longer subject to Section 16. Form 4 or Form 5 obligations may continue. See Instruction 1(b).
Check this box to indicate that a transaction was made pursuant to a contract, instruction or written plan for the purchase or sale of equity securities of the issuer that is intended to satisfy the affirmative defense conditions of Rule 10b5-1(c). See Instruction 10.
1. Name and Address of Reporting Person*
Morris Timothy S.

(Last) (First) (Middle)
10 TERRACE ROAD

(Street)
LADERA RANCH CA 92694

(City) (State) (Zip)
2. Issuer Name and Ticker or Trading Symbol
SmartStop Self Storage REIT, Inc. [ SMA ]
5. Relationship of Reporting Person(s) to Issuer
(Check all applicable)
X Director 10% Owner
Officer (give title below) Other (specify below)
3. Date of Earliest Transaction (Month/Day/Year)
06/24/2025
4. If Amendment, Date of Original Filed (Month/Day/Year)
6. Individual or Joint/Group Filing (Check Applicable Line)
X Form filed by One Reporting Person
Form filed by More than One Reporting Person
Table I - Non-Derivative Securities Acquired, Disposed of, or Beneficially Owned
1. Title of Security (Instr. 3) 2. Transaction Date (Month/Day/Year) 2A. Deemed Execution Date, if any (Month/Day/Year) 3. Transaction Code (Instr. 8) 4. Securities Acquired (A) or Disposed Of (D) (Instr. 3, 4 and 5) 5. Amount of Securities Beneficially Owned Following Reported Transaction(s) (Instr. 3 and 4) 6. Ownership Form: Direct (D) or Indirect (I) (Instr. 4) 7. Nature of Indirect Beneficial Ownership (Instr. 4)
Code V Amount (A) or (D) Price
Common Stock 06/24/2025 A 2,688(1) A $0 2,688 D
Class A Common Stock 9,166(2) D
Class A Common Stock 12,490.9(3) D
Table II - Derivative Securities Acquired, Disposed of, or Beneficially Owned
(e.g., puts, calls, warrants, options, convertible securities)
1. Title of Derivative Security (Instr. 3) 2. Conversion or Exercise Price of Derivative Security 3. Transaction Date (Month/Day/Year) 3A. Deemed Execution Date, if any (Month/Day/Year) 4. Transaction Code (Instr. 8) 5. Number of Derivative Securities Acquired (A) or Disposed of (D) (Instr. 3, 4 and 5) 6. Date Exercisable and Expiration Date (Month/Day/Year) 7. Title and Amount of Securities Underlying Derivative Security (Instr. 3 and 4) 8. Price of Derivative Security (Instr. 5) 9. Number of derivative Securities Beneficially Owned Following Reported Transaction(s) (Instr. 4) 10. Ownership Form: Direct (D) or Indirect (I) (Instr. 4) 11. Nature of Indirect Beneficial Ownership (Instr. 4)
Code V (A) (D) Date Exercisable Expiration Date Title Amount or Number of Shares
Explanation of Responses:
1. The Reporting Person was awarded 2,688 shares of restricted stock upon his reelection to the board of directors, which shares vest one year from such reelection.
2. Represents 9,166 shares of restricted Class A Common Stock previously reported as being owned by the Reporting Person, which shares 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.
3. Represents 12,490.90 shares of Class A Common Stock previously reported as being owned by the Reporting Person. The shares were issued to the Reporting Person in connection with his reelection to the board of directors and vest one year from each such reelection.
/s/ Timothy S. Morris 06/26/2025
** Signature of Reporting Person Date
Reminder: Report on a separate line for each class of securities beneficially owned directly or indirectly.
* If the form is filed by more than one reporting person, see Instruction 4 (b)(v).
** Intentional misstatements or omissions of facts constitute Federal Criminal Violations See 18 U.S.C. 1001 and 15 U.S.C. 78ff(a).
Note: File three copies of this Form, one of which must be manually signed. If space is insufficient, see Instruction 6 for procedure.
Persons who respond to the collection of information contained in this form are not required to respond unless the form displays a currently valid OMB Number.

FAQ

How many shares of restricted stock did Timothy Morris receive from SMA in June 2025?

Timothy Morris received 2,688 shares of restricted stock upon his reelection to SMA's board of directors on June 24, 2025. These shares will vest one year from his reelection date.

What is the total amount of SMA Class A Common Stock owned by Timothy Morris?

Timothy Morris owns a total of 21,656.9 shares of Class A Common Stock, consisting of 9,166 shares of restricted stock vesting over four years and 12,490.9 shares from previous board reelections.

What is the vesting schedule for Timothy Morris's SMA restricted stock granted in June 2025?

The 2,688 shares of restricted stock granted to Timothy Morris on June 24, 2025, have a one-year vesting period from the date of his reelection to the board of directors.

What positions does Timothy Morris hold at SmartStop Self Storage REIT (SMA)?

According to the Form 4 filing, Timothy Morris serves as a Director of SmartStop Self Storage REIT (SMA). This is indicated by the 'X' marked in the Director box under the Relationship of Reporting Person(s) to Issuer section.

What was the purchase price of SMA shares acquired by Timothy Morris in June 2025?

The 2,688 shares of restricted stock were awarded to Timothy Morris at $0 cost as part of his compensation for being reelected to the board of directors.
SmartStop Self Storage REIT, Inc.

NYSE:SMA

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1.66B
55.33M
REIT - Industrial
Real Estate Investment Trusts
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United States
LADERA RANCH