SmartStop Sf Str SEC Filings

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’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. 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. 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. 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. 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.

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.

Issuer filed a Form 144 notice for proposed sales of Common Stock. The filing lists a broker Fidelity Brokerage Services LLC and shows a proposed sale date of 03/16/2026. The excerpt lists previously vested restricted shares dated 06/10/2016 (234 shares) and 06/09/2017 (191 shares) associated with compensation.

Issuer filed a Form 144 notice for proposed sales of Common Stock. The filing lists a broker Fidelity Brokerage Services LLC and shows a proposed sale date of 03/16/2026. The excerpt lists previously vested restricted shares dated 06/10/2016 (234 shares) and 06/09/2017 (191 shares) associated with compensation.

SmartStop Self Storage REIT, Inc. announced a monthly cash dividend for March 2026. The dividend reflects a targeted annualized dividend of $1.60 per share. Stockholders of record as of the close of business on March 31, 2026 will receive a cash dividend of $0.13589041 per share, payable on April 15, 2026.

SmartStop Self Storage REIT, Inc. announced a monthly cash dividend for March 2026. The dividend reflects a targeted annualized dividend of $1.60 per share. Stockholders of record as of the close of business on March 31, 2026 will receive a cash dividend of $0.13589041 per share, payable on April 15, 2026.

SmartStop Self Storage REIT, Inc. reported stronger results for Q4 and full-year 2025, driven by acquisitions, its managed platform and balance sheet actions. For Q4, net income attributable to common stockholders was about $2.8 million, or $0.05 per share, compared with a loss a year earlier, on total revenues of $78.4 million.

For 2025, the company recorded a net loss attributable to common stockholders of about $8.8 million, but total self storage-related revenues rose to roughly $249.5 million and FFO, as adjusted, doubled to about $95.5 million, or $1.87 per diluted share and OP unit. Same-store revenues increased 1.6% and same-store NOI grew 0.6%, with average occupancy at 92.5%.

SmartStop completed approximately $368.6 million of 2025 acquisitions, closed a CAD $160 million secured JV term loan and added a new $500 million senior unsecured credit facility with an accordion up to an additional $1.1 billion. The board affirmed an annualized common distribution of $1.60 per share and issued 2026 guidance for FFO, as adjusted, of $1.93 to $2.05 per diluted share and OP unit.

SmartStop Self Storage REIT, Inc. reported stronger results for Q4 and full-year 2025, driven by acquisitions, its managed platform and balance sheet actions. For Q4, net income attributable to common stockholders was about $2.8 million, or $0.05 per share, compared with a loss a year earlier, on total revenues of $78.4 million.

For 2025, the company recorded a net loss attributable to common stockholders of about $8.8 million, but total self storage-related revenues rose to roughly $249.5 million and FFO, as adjusted, doubled to about $95.5 million, or $1.87 per diluted share and OP unit. Same-store revenues increased 1.6% and same-store NOI grew 0.6%, with average occupancy at 92.5%.

SmartStop completed approximately $368.6 million of 2025 acquisitions, closed a CAD $160 million secured JV term loan and added a new $500 million senior unsecured credit facility with an accordion up to an additional $1.1 billion. The board affirmed an annualized common distribution of $1.60 per share and issued 2026 guidance for FFO, as adjusted, of $1.93 to $2.05 per diluted share and OP unit.

SmartStop Self Storage REIT, Inc. expanded its Board of Directors from five to six members and appointed Chief Investment Officer Wayne Johnson as an employee director, effective February 19, 2026. He will serve until the next annual meeting or until a successor is elected and qualified.

At the same time, Johnson resigned as President, a role he had held since 2019. The Board appointed Chairman and CEO H. Michael Schwartz to additionally serve as President, effective February 19, 2026, with no additional compensation for the expanded executive role.

SmartStop describes Johnson as a key leader since the company’s formation in 2013 and highlights his long self-storage and commercial real estate track record. As of February 20, 2026, SmartStop’s owned or managed portfolio includes over 460 operating properties and more than 35 million rentable square feet in the United States and Canada.

SmartStop Self Storage REIT, Inc. expanded its Board of Directors from five to six members and appointed Chief Investment Officer Wayne Johnson as an employee director, effective February 19, 2026. He will serve until the next annual meeting or until a successor is elected and qualified.

At the same time, Johnson resigned as President, a role he had held since 2019. The Board appointed Chairman and CEO H. Michael Schwartz to additionally serve as President, effective February 19, 2026, with no additional compensation for the expanded executive role.

SmartStop describes Johnson as a key leader since the company’s formation in 2013 and highlights his long self-storage and commercial real estate track record. As of February 20, 2026, SmartStop’s owned or managed portfolio includes over 460 operating properties and more than 35 million rentable square feet in the United States and Canada.