As of September 09, 2026, SmartStop Self Storage REIT's top three insider holders are H. Michael Schwartz (Chief Executive Officer, 24.25K shares), Timothy S. Morris (Director, 18.25K shares), Harold Perry (Director, 9.00K shares).
| # | Insider | Position | Direct | Indirect | Total | Share of Insiders | Last Filed |
|---|---|---|---|---|---|---|---|
| 1 | H. Michael Schwartz | Chief Executive Officer | 0 | 24,250 | 24,250 | 25.4% | 18 Nov, 2025 |
| 2 | Timothy S. Morris | Director | 20,086 | 0 | 20,086 | 21.0% | 25 Jun, 2026 |
| 3 | Michael O Terjung | Chief Accounting Officer | 14,570 | 0 | 14,570 | 15.2% | 03 Apr, 2025 |
| 4 | Harold Perry | Director | 11,999 | 0 | 11,999 | 12.5% | 03 Apr, 2025 |
| 5 | Gerald Valle | Svp, Self Storage Operations | 6,427 | 0 | 6,427 | 6.7% | 29 Jun, 2023 |
| 6 | James R. Barry | Cfo And Treasurer | 6,151 | 0 | 6,151 | 6.4% | 12 Nov, 2025 |
| 7 | David J Mueller | Director | 4,640 | 0 | 4,640 | 4.9% | 18 Aug, 2026 |
| 8 | Wayne Johnson | President And Cio | 3,000 | 0 | 3,000 | 3.1% | 03 Apr, 2025 |
| 9 | Joseph H Robinson | Chief Operations Officer | 2,831 | 0 | 2,831 | 3.0% | 03 Apr, 2025 |
| 10 | Nicholas Look | General Counsel And Secretary | 1,659 | 0 | 1,659 | 1.7% | 18 Aug, 2026 |
Each row is that insider’s most recently reported position, from Form 4 filings over the last 60 months — which is why this total does not tie to the quarterly series above, where a quarter counts only the insiders who filed in it. Shares held through a fund or institutional portfolio are counted on the institutional ownership page instead.
| Date | Insider | Position | Transaction | Shares | Price | Value | Shares Held After | Ownership |
|---|---|---|---|---|---|---|---|---|
| 17 Aug, 2026 | David J Mueller | Director | Disposed S | 425 | $33.70 | $14.32K | 4,640 | Direct |
| 14 Aug, 2026 | Nicholas Look | General Counsel And Secretary | Disposed S | 1,025 | $34.36 | $35.22K | 588 | Direct |
| 16 Jul, 2026 | David J Mueller | Director | Disposed S | 425 | $33.38 | $14.19K | 5,065 | Direct |
| 23 Jun, 2026 | Timothy S. Morris | Director | Acquired A | 3,075 | $0.00 | $0 | 18,253 | Direct |
| 23 Jun, 2026 | Lora A. Gotcheva | Director | Acquired A | 3,075 | $0.00 | $0 | 5,861 | Direct |
| 23 Jun, 2026 | Harold Perry | Director | Acquired A | 3,230 | $0.00 | $0 | 9,024 | Direct |
| 23 Jun, 2026 | David J Mueller | Director | Acquired A | 3,230 | $0.00 | $0 | 10,464 | Direct |
| 16 Jun, 2026 | David J Mueller | Director | Disposed S | 425 | $32.44 | $13.79K | 5,490 | Direct |
| 18 May, 2026 | David J Mueller | Director | Disposed S | 425 | $29.67 | $12.61K | 5,915 | Direct |
| 25 Mar, 2026 | Wayne Johnson | Chief Investment Officer | Acquired A | 5,967 | $0.00 | $0 | 32,807 | Direct |
| 25 Mar, 2026 | James R. Barry | Cfo And Treasurer | Acquired A | 7,501 | $0.00 | $0 | 32,070 | Direct |
| 25 Mar, 2026 | Michael O Terjung | Chief Accounting Officer | Acquired A | 4,262 | $0.00 | $0 | 19,779 | Direct |
| 25 Mar, 2026 | Michael O Terjung | Chief Accounting Officer | Acquired A | 4,262 | $0.00 | $0 | 19,779 | Direct |
| 25 Mar, 2026 | Michael O Terjung | Chief Accounting Officer | Acquired A | 4,262 | $0.00 | $0 | 19,779 | Direct |
| 25 Mar, 2026 | Joseph H Robinson | Chief Operations Officer | Acquired A | 7,245 | $0.00 | $0 | 31,964 | Direct |
| 25 Mar, 2026 | Nicholas Look | General Counsel And Secretary | Acquired A | 4,006 | $0.00 | $0 | 15,827 | Direct |
| 25 Mar, 2026 | Michael O Terjung | Chief Accounting Officer | Acquired A | 4,262 | $0.00 | $0 | 19,779 | Direct |
| 25 Mar, 2026 | Michael O Terjung | Chief Accounting Officer | Acquired A | 4,262 | $0.00 | $0 | 19,779 | Direct |
| 25 Mar, 2026 | Michael O Terjung | Chief Accounting Officer | Acquired A | 6,800 | $0.00 | $0 | 18,844 | Direct |
| 25 Mar, 2026 | Michael O Terjung | Chief Accounting Officer | Acquired A | 6,800 | $0.00 | $0 | 18,844 | Direct |