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Robinson Joseph H reported acquisition or exercise transactions in this Form 4 filing.
SmartStop Self Storage REIT, Inc.’s Chief Operations Officer Joseph H. Robinson reported compensation-related equity grants, not open-market trades. He received 7,245 Long-Term Incentive Plan (LTIP) Units tied to Common Stock, issued at $0.00 per unit under the company’s incentive plan.
An additional 11,558 LTIP Units were granted as a performance award, with the actual number vesting ranging from 0% to 100% of this figure based on specified performance measures and vesting no later than January 31, 2029, assuming those measures are met. Following these transactions, he holds LTIP Units representing 29,319 underlying shares of Common Stock and 2,830 shares of Common Stock directly.
Barry James R. reported acquisition or exercise transactions in this Form 4 filing.
SmartStop Self Storage REIT, Inc. reported that its CFO and Treasurer, Barry R. James, received equity-based compensation in the form of long-term incentive plan units. On March 25, 2026, he was granted 11,967 LTIP Units and a separate award of 7,501 LTIP Units, both at a grant price of $0.00 per unit.
The 7,501 LTIP Units vest ratably over four years starting December 31 of the grant year, subject to continued employment. The 11,967 LTIP Units represent up to 200% of a target amount and will vest based on performance measures, with vesting expected no later than January 31, 2029 if goals are met.
Following these awards, James holds LTIP Units convertible into 29,319 shares of Common Stock and 30,941.50 Class A-1 Units, each redeemable on a one-for-one basis into Common Stock or cash at the issuer’s election, plus 3,375 shares of Common Stock directly. The filing shows no open-market purchases or sales.
Johnson Wayne reported acquisition or exercise transactions in this Form 4 filing.
SmartStop Self Storage REIT, Inc. Chief Investment Officer Wayne Johnson reported new equity-based compensation awards. He received 5,967 long-term incentive plan units (LTIP Units) that vest ratably over four years starting on December 31 of the grant year, subject to continued service. He also received a performance-based award of 9,519 LTIP Units, equal to 200% of the target amount, with the actual vested units ranging from 0% to 100% of this figure based on specified performance measures and expected to vest no later than January 31, 2029, assuming performance goals are met. Following these grants, Johnson continues to hold LTIP Units and Class A-1 Units that are ultimately redeemable into Common Stock on a one-for-one basis, as well as a separate direct holding of Common Stock.
Look Nicholas reported acquisition or exercise transactions in this Form 4 filing.
SmartStop Self Storage REIT, Inc. reported that General Counsel and Secretary Nicholas Look received equity-based compensation awards. He was granted 4,006 Long-Term Incentive Plan (LTIP) Units and a separate 6,392 LTIP Unit grant at a price of $0.00 per unit. The 4,006 LTIP Units vest ratably over four years starting December 31 of the grant year, subject to continued employment. The 6,392 LTIP Units represent 200% of the target award; the actual number that ultimately vests can range from 0% to 100% of that amount based on specified performance measures, with vesting expected no later than January 31, 2029 if those measures are achieved. Footnotes state that vested LTIP Units and Class A-1 Units are ultimately redeemable, at the issuer’s election, for an equal number of shares of Common Stock or the cash value of such shares.
SmartStop Self Storage REIT’s Chief Accounting Officer Michael O. Terjung received new equity awards tied to the company’s common stock. On March 25, 2026, he was granted 4,262 Long-Term Incentive Plan (LTIP) Units and a separate performance-based grant of 6,800 LTIP Units, both at an exercise price of $0.0000 per unit.
The 4,262 LTIP Units vest ratably over four years starting on December 31 of the grant year, subject to continued employment. The 6,800 LTIP Units represent 200% of a target amount and will vest based on achievement of specified performance measures, with vesting no later than January 31, 2029 if those measures are met. After these awards, Terjung also holds LTIP Units convertible into 29,319 underlying common shares, 30,941.50 Class A-1 Units, and 8,142 common shares, all held directly.
SmartStop Self Storage REIT, Inc. CEO H. Michael Schwartz reported grants of long-term incentive units. On March 25, 2026, a trust associated with him received 64,775 long-term incentive plan (LTIP) Units that vest ratably over four years starting December 31 of the grant year, subject to continued service.
He was also credited with 103,342 performance-based LTIP Units, equal to 200% of the target award, with the actual vesting amount ranging from 0% to 100% based on specified performance goals and scheduled to fully vest no later than January 31, 2029, assuming goal achievement. These LTIP Units represent interests in the operating partnership that can convert into common units and then be redeemed for either one share of common stock or cash per unit, at the company’s election. The filing also lists existing indirect holdings of common stock, common units, and Class A-1 units through family and controlled entities.
SmartStop Self Storage REIT Inc: an amended Schedule 13G/A from The Vanguard Group reports zero shares beneficially owned of Common Stock (CUSIP 83192D402) following an internal realignment effective January 12, 2026. The filing states Vanguard's subsidiaries will report holdings separately under SEC Release No. 34-39538.
The filing is a routine ownership update showing no voting or dispositive power by The Vanguard Group over SmartStop shares as disclosed in this amendment.
SmartStop Self Storage REIT, Inc. entered a new distribution agreement that allows it to issue and sell up to $300 million of common stock from time to time. Sales can be made through multiple investment banks in negotiated and at-the-market transactions on the New York Stock Exchange and other venues.
The company also put in place forward sale agreements with several banks, which may initially borrow and sell shares, with SmartStop expecting to settle these mostly by delivering shares later for cash. Commissions to sales agents and forward sellers are capped at 2.0% of gross sales. Net proceeds are intended for general corporate purposes, including acquisitions, development and redevelopment spending, and reducing outstanding debt such as borrowings under its revolving credit facility.
SmartStop Self Storage REIT, Inc. has launched a continuous "at-the-market" distribution program under a prospectus supplement to sell up to $300,000,000 of its common stock. Sales may occur through appointed Sales Agents or via forward sale agreements with Forward Purchasers and Forward Sellers.
The company may receive cash proceeds from direct Sales Agent transactions and upon physical settlement of forward sale agreements; it may also elect cash or net‑share settlement in certain circumstances. Proceeds are intended for property acquisitions, development, working capital and potential repayment of amounts under its $500.0 million revolving credit facility. Commissions and forward selling commissions will not exceed 2.0%.
SmartStop Self Storage REIT, Inc. director David J. Mueller reported an open-market sale of 425 shares of Common Stock at $32.81 per share on March 16, 2026. After this trade, he directly held 6,765.87 shares of Common Stock.
The sale was executed under a pre-arranged Rule 10b5-1 trading plan adopted on December 15, 2025. Mueller also holds Long-Term Incentive Plan Units that are ultimately tied to Common Stock, including LTIP Units convertible into 7,234.25 underlying shares that vest one year after each board reelection and 9,598 LTIP Units that vest ratably over four years, subject to continued service.