Data spanning the past 90 days through February 19, 2026 reveals that SmartStop Self Storage REIT's three principal insider shareholders consist of Chief Executive Officer H. Michael Schwartz (24.25K shares), Director David J Mueller (7.19K shares), Director Paula M. Mathews (6.88K shares).
| Holder | Position | Shares | Report Date |
|---|---|---|---|
| David J Mueller | 7,191 | 21 Jun, 2021 | |
| Paula M. Mathews | 6,881 | 21 Jun, 2021 | |
| H. Michael Schwartz | Chief Executive Officer | 24,250 | 18 Nov, 2025 |
| Gerald Valle | Svp And Self Storage Operations | 1,607 | 29 Jun, 2023 |
| Michael O Terjung | Chief Accounting Officer | 6,000 | 03 Apr, 2025 |
| James R. Barry | Cfo And Treasurer | 3,375 | 12 Nov, 2025 |
| Wayne Johnson | President And Cio | 3,000 | 03 Apr, 2025 |
| Harold Perry | 3,000 | 03 Apr, 2025 | |
| Timothy S. Morris | 2,688 | 26 Jun, 2025 | |
| Nicholas Look | General Counsel And Secretary | 1,613 | 14 Nov, 2025 |
| Joseph H Robinson | Chief Operations Officer | 500 | 03 Apr, 2025 |
* Please note that the shares above only reflect shares from the fund portfolio and the institutional portfolio. Shares from the personal portfolio are excluded from this Institutional Ownership Page. See these insiders' latest transactions here on Insider Page.
| Transaction Date | Insider Name | Security Class | Transaction Type | Shares Traded | Price | Shares Remaining | Ownership | Code |
|---|---|---|---|---|---|---|---|---|
| 17 Nov, 2025 | H. Michael Schwartz | Common Stock | A | 6,250 | $31.71 | 24,250 | I | P |
| 14 Nov, 2025 | Nicholas Look | Common Stock | D | 458 | $32.85 | 1,613 | D | S |
| 11 Nov, 2025 | James R. Barry | Common Stock | A | 600 | $33.55 | 3,375 | D | P |
| 24 Jun, 2025 | Timothy S. Morris | Common Stock | A | 2,688 | $0.00 | 2,688 | D | A |
| 03 Apr, 2025 | H. Michael Schwartz | Common Stock | A | 18,000 | $30.00 | 18,000 | I | P |
| 02 Apr, 2025 | Wayne Johnson | Common Stock | A | 3,000 | $30.00 | 3,000 | D | P |
| 02 Apr, 2025 | Wayne Johnson | - | - | 3,000 | D | |||
| 02 Apr, 2025 | Timothy S. Morris | Class A Common Stock | A | 1,833 | $0.00 | 1,833 | D | A |
| 02 Apr, 2025 | Timothy S. Morris | - | - | 1,833 | D | |||
| 02 Apr, 2025 | Harold Perry | Common Stock | A | 3,000 | $30.00 | 3,000 | D | P |
| 02 Apr, 2025 | Michael O Terjung | Common Stock | A | 6,000 | $30.00 | 6,000 | D | P |
| 02 Apr, 2025 | Nicholas Look | Common Stock | A | 1,000 | $30.00 | 1,000 | D | P |
| 02 Apr, 2025 | Joseph H Robinson | Common Stock | A | 500 | $30.00 | 500 | D | P |
| 01 Apr, 2025 | Timothy S. Morris | Class A Common Stock | A | 7,333 | $0.00 | 7,333 | D | A |
| 01 Apr, 2025 | Timothy S. Morris | - | - | 7,333 | D | |||
| 25 Jun, 2024 | Timothy S. Morris | Class A Common Stock | A | 5,611 | $0.00 | 12,241 | D | A |
| 28 Jun, 2023 | Michael O Terjung | Class A Common Stock | D | 811 | $14.30 | 2,142 | D | F |
| 28 Jun, 2023 | Gerald Valle | - | - | 1,607 | D | |||
| 28 Jun, 2023 | Gerald Valle | Class A Common Stock | D | 608 | $14.30 | 1,607 | D | F |
| 28 Jun, 2023 | James R. Barry | Class A Common Stock | D | 811 | $14.30 | 2,776 | D | F |