SmartStop Self Storage REIT's three largest insider shareholders as of May 04, 2026 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 |
|---|---|---|---|---|
| Harold Perry | - | 35,995 | 0 | 17 Jun, 2022 |
| H. Michael Schwartz | Chief Executive Officer | 0 | 24,250 | 18 Nov, 2025 |
| James R. Barry | Cfo And Treasurer | 11,103 | 0 | 29 Jun, 2023 |
| Joseph H Robinson | Chief Operations Officer | 9,322 | 0 | 06 Mar, 2023 |
| Michael O Terjung | Chief Accounting Officer | 8,570 | 0 | 29 Jun, 2023 |
| Michael O Terjung | Chief Accounting Officer | 8,570 | 0 | 29 Jun, 2023 |
| Gerald Valle | Svp, Self Storage Operations | 6,427 | 0 | 29 Jun, 2023 |
| Gerald Valle | Svp, Self Storage Operations | 6,427 | 0 | 29 Jun, 2023 |
| David J Mueller | - | 6,340 | 0 | 17 Apr, 2026 |
| Michael O Terjung | Chief Accounting Officer | 6,000 | 0 | 03 Apr, 2025 |
| Michael O Terjung | Chief Accounting Officer | 6,000 | 0 | 03 Apr, 2025 |
| Nicholas Look | General Counsel And Secretary | 4,285 | 0 | 29 Jun, 2023 |
| James R. Barry | Cfo And Treasurer | 3,375 | 0 | 12 Nov, 2025 |
| Wayne Johnson | President And Cio | 3,000 | 0 | 03 Apr, 2025 |
| Harold Perry | - | 3,000 | 0 | 03 Apr, 2025 |
| Timothy S. Morris | - | 2,688 | 0 | 26 Jun, 2025 |
| Timothy S. Morris | - | 1,833 | 0 | 03 Apr, 2025 |
| Nicholas Look | General Counsel And Secretary | 1,613 | 0 | 14 Nov, 2025 |
| Joseph H Robinson | Chief Operations Officer | 500 | 0 | 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 |
|---|---|---|---|---|---|---|---|---|
| 16 Apr, 2026 | David J Mueller | Common Stock | D | 425 | $31.78 | 6,340 | D | S |
| 25 Mar, 2026 | James R. Barry | Long-Term Incentive Plan Units | A | 7,501 | $0.00 | 32,070 | 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 | Wayne Johnson | Long-Term Incentive Plan Units | A | 5,967 | $0.00 | 32,807 | 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 | 11,558 | $0.00 | 30,487 | 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 | Michael O Terjung | Long-Term Incentive Plan Units | A | 6,800 | $0.00 | 18,844 | D | A |
| 25 Mar, 2026 | Nicholas Look | Long-Term Incentive Plan Units | A | 6,392 | $0.00 | 15,908 | 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 | 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 |
| 15 Jul, 2025 | Lora A. Gotcheva | Restricted Stock Units | A | 2,786 | $0.00 | 2,786 | D | A |