As of September 29, 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 | 28.9% | 18 Nov, 2025 |
| 2 | Timothy S. Morris | Director | 20,086 | 0 | 20,086 | 23.9% | 25 Jun, 2026 |
| 3 | Harold Perry | Director | 11,999 | 0 | 11,999 | 14.3% | 03 Apr, 2025 |
| 4 | Michael O Terjung | Chief Accounting Officer | 8,142 | 0 | 8,142 | 9.7% | 03 Apr, 2025 |
| 5 | James R. Barry | Cfo And Treasurer | 6,151 | 0 | 6,151 | 7.3% | 12 Nov, 2025 |
| 6 | David J Mueller | Director | 4,215 | 0 | 4,215 | 5.0% | 17 Sep, 2026 |
| 7 | Wayne Johnson | President And Cio | 3,000 | 0 | 3,000 | 3.6% | 03 Apr, 2025 |
| 8 | Joseph H Robinson | Chief Operations Officer | 2,831 | 0 | 2,831 | 3.4% | 03 Apr, 2025 |
| 9 | Nicholas Look | General Counsel And Secretary | 1,659 | 0 | 1,659 | 2.0% | 18 Aug, 2026 |
| 10 | Gerald Valle | Svp, Self Storage Operations | 1,607 | 0 | 1,607 | 1.9% | 29 Jun, 2023 |
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 |
|---|---|---|---|---|---|---|---|---|
| 16 Sep, 2026 | David J Mueller | Director | Disposed S | 425 | $32.05 | $13.62K | 4,215 | Direct |
| 14 Aug, 2026 | Nicholas Look | General Counsel And Secretary | Disposed S | 1,025 | $34.36 | $35.22K | 588 | Direct |
| 17 Aug, 2026 | David J Mueller | Director | Disposed S | 425 | $33.70 | $14.32K | 4,640 | Direct |
| 16 Jul, 2026 | David J Mueller | Director | Disposed S | 425 | $33.38 | $14.19K | 5,065 | Direct |
| 23 Jun, 2026 | Lora A. Gotcheva | Director | Acquired A | 3,075 | $0.00 | $0 | 5,861 | Direct |
| 23 Jun, 2026 | Timothy S. Morris | Director | Acquired A | 3,075 | $0.00 | $0 | 18,253 | Direct |
| 23 Jun, 2026 | David J Mueller | Director | Acquired A | 3,230 | $0.00 | $0 | 10,464 | Direct |
| 23 Jun, 2026 | Harold Perry | Director | Acquired A | 3,230 | $0.00 | $0 | 9,024 | 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 |
| 16 Apr, 2026 | David J Mueller | Director | Disposed S | 425 | $31.78 | $13.51K | 6,340 | Direct |
| 25 Mar, 2026 | Michael O Terjung | Chief Accounting Officer | Acquired A | 4,262 | $0.00 | $0 | 19,779 | Direct |
| 25 Mar, 2026 | Wayne Johnson | Chief Investment Officer | Acquired A | 5,967 | $0.00 | $0 | 32,807 | Direct |
| 25 Mar, 2026 | Nicholas Look | General Counsel And Secretary | Acquired A | 4,006 | $0.00 | $0 | 15,827 | Direct |
| 25 Mar, 2026 | James R. Barry | Cfo And Treasurer | Acquired A | 7,501 | $0.00 | $0 | 32,070 | Direct |
| 25 Mar, 2026 | Joseph H Robinson | Chief Operations Officer | Acquired A | 7,245 | $0.00 | $0 | 31,964 | Direct |
| 25 Mar, 2026 | Wayne Johnson | Chief Investment Officer | Acquired A | 9,519 | $0.00 | $0 | 30,161 | Direct |
| 25 Mar, 2026 | Joseph H Robinson | Chief Operations Officer | Acquired A | 11,558 | $0.00 | $0 | 30,487 | Direct |
| 25 Mar, 2026 | Nicholas Look | General Counsel And Secretary | Acquired A | 6,392 | $0.00 | $0 | 15,908 | Direct |
| 25 Mar, 2026 | James R. Barry | Cfo And Treasurer | Acquired A | 11,967 | $0.00 | $0 | 31,320 | Direct |