Over the trailing 12 months, SMA insiders bought $218,318 worth of shares (6.85K shares) and sold $146,242 worth (4.46K shares) in open-market trades.
| # | Insider | Position | Direct | Indirect | Total | Share of Insiders | Last Filed |
|---|---|---|---|---|---|---|---|
| 1 | H. Michael Schwartz | Chief Executive Officer | 29 | 24,250 | 24,279 | 29.1% | 18 Nov, 2025 |
| 2 | Timothy S. Morris | Director | 20,086 | 0 | 20,086 | 24.0% | 25 Jun, 2026 |
| 3 | Harold Perry | Director | 11,999 | 0 | 11,999 | 14.4% | 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 | 7.4% | 12 Nov, 2025 |
| 6 | David J Mueller | Director | 3,790 | 0 | 3,790 | 4.5% | 19 Oct, 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 Oct, 2026 | David J Mueller | Director | Disposed S | 425 | $33.98 | $14.44K | 3,790 | Direct |
| 16 Sep, 2026 | David J Mueller | Director | Disposed S | 425 | $32.05 | $13.62K | 4,215 | Direct |
| 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 | 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 | 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 | 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 | Wayne Johnson | Chief Investment Officer | Acquired A | 9,519 | $0.00 | $0 | 30,161 | 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 |