As of June 12, 2026, the three largest insider holders of SMA are Harold Perry (Director, 35.99K shares), H. Michael Schwartz (Chief Executive Officer, 24.25K shares), James R. Barry (Cfo And Treasurer, 11.10K shares).
| Holder | Position | Shares (Direct) | Shares (Indirect) | Report Date |
|---|---|---|---|---|
| Wayne Johnson | President And Cio | 3,000 | 0 | 03 Apr, 2025 |
| Timothy S. Morris | - | 2,688 | 0 | 26 Jun, 2025 |
| Harold Perry | - | 35,995 | 0 | 17 Jun, 2022 |
| H. Michael Schwartz | Chief Executive Officer | 0 | 24,250 | 18 Nov, 2025 |
| David J Mueller | - | 6,766 | 0 | 16 Mar, 2026 |
| Michael O Terjung | Chief Accounting Officer | 8,570 | 0 | 29 Jun, 2023 |
| Gerald Valle | Svp, Self Storage Operations | 6,427 | 0 | 29 Jun, 2023 |
| James R. Barry | Cfo And Treasurer | 11,103 | 0 | 29 Jun, 2023 |
| Nicholas Look | General Counsel And Secretary | 4,285 | 0 | 29 Jun, 2023 |
| Joseph H Robinson | Chief Operations Officer | 9,322 | 0 | 06 Mar, 2023 |
* 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 |
|---|---|---|---|---|---|---|---|---|
| 25 Mar, 2026 | Michael O Terjung | Long-Term Incentive Plan Units | A | 4,262 | $0.00 | 19,779 | D | A |
| 25 Mar, 2026 | Nicholas Look | Long-Term Incentive Plan Units | A | 4,006 | $0.00 | 15,827 | D | A |
| 25 Mar, 2026 | Michael O Terjung | Long-Term Incentive Plan Units | A | 4,262 | $0.00 | 19,779 | D | A |
| 25 Mar, 2026 | Joseph H Robinson | Long-Term Incentive Plan Units | A | 7,245 | $0.00 | 31,964 | D | A |
| 25 Mar, 2026 | Michael O Terjung | Long-Term Incentive Plan Units | A | 4,262 | $0.00 | 19,779 | D | A |
| 25 Mar, 2026 | Wayne Johnson | Long-Term Incentive Plan Units | A | 5,967 | $0.00 | 32,807 | D | A |
| 25 Mar, 2026 | James R. Barry | Long-Term Incentive Plan Units | A | 7,501 | $0.00 | 32,070 | D | A |
| 25 Mar, 2026 | Joseph H Robinson | Long-Term Incentive Plan Units | A | 11,558 | $0.00 | 30,487 | D | A |
| 25 Mar, 2026 | Michael O Terjung | Long-Term Incentive Plan Units | A | 6,800 | $0.00 | 18,844 | D | A |
| 25 Mar, 2026 | Michael O Terjung | Long-Term Incentive Plan Units | A | 6,800 | $0.00 | 18,844 | D | A |
| 25 Mar, 2026 | Wayne Johnson | Long-Term Incentive Plan Units | A | 9,519 | $0.00 | 30,161 | D | A |
| 25 Mar, 2026 | Michael O Terjung | Long-Term Incentive Plan Units | A | 6,800 | $0.00 | 18,844 | D | A |
| 25 Mar, 2026 | James R. Barry | Long-Term Incentive Plan Units | A | 11,967 | $0.00 | 31,320 | D | A |
| 25 Mar, 2026 | Nicholas Look | Long-Term Incentive Plan Units | A | 6,392 | $0.00 | 15,908 | D | A |
| 25 Mar, 2026 | H. Michael Schwartz | Long-Term Incentive Plan Units | A | 64,775 | $0.00 | 298,566 | I | A |
| 25 Mar, 2026 | H. Michael Schwartz | Long-Term Incentive Plan Units | A | 103,342 | $0.00 | 295,942 | I | A |
| 16 Mar, 2026 | David J Mueller | Common Stock | D | 425 | $32.81 | 6,766 | D | S |
| 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 |