H. Michael Schwartz
CIK 1462216 · CEO and President · last filed 2026-03-27
H. Michael Schwartz is a CEO and President who has filed 22 SEC Form 4 insider transactions across 1 company since 2025. The most recent filing, for SMA, was dated Mar 27, 2026. Across all open-market trades the lifetime net is +$738.2K, making them a net buyer over the disclosed history. Current disclosed insider exposure totals $781.8K across reported positions.
"Disclosed insider exposure" sums this person's most-recently-reported share counts across each company they're an insider in, multiplied by the current underlying price. It is not net worth — it misses retail holdings, private investments, real estate, index funds, and any company where the person isn't an SEC-reporting insider. For informational purposes only.
$781.8K
1
22
$738.2K
Holdings By Company
| Symbol | Role | Shares | Price | Disclosed Exposure | Lifetime OM Net | Filings | Latest Filed |
|---|---|---|---|---|---|---|---|
| SMA | CEO and President | 24,250 | $32.24 | $781.8K | $738.2K | 3 | 2026-03-27 |
Recent Filings
22 filings| Filed | Symbol | Action | Net Shares | Net $ | Link |
|---|---|---|---|---|---|
| 2026-03-27 | SMA | Grant (A) | — | $0 | EDGAR |
| 2025-11-18 | SMA | Buy (P) | +6,250 | $198.2K | EDGAR |
| 2025-04-04 | SMA | Buy (P) | +18,000 | $540.0K | EDGAR |
| 2025-03-17 | — | Grant (A) | — | $0 | |
| 2024-03-11 | — | Grant (A) | — | $0 | |
| 2023-03-06 | — | Grant (A) | — | $0 | |
| 2023-02-23 | — | Grant (A) | — | $0 | |
| 2022-08-10 | — | Conv (C) | — | $0 | |
| 2022-06-03 | — | Grant (A) | — | $0 | |
| 2022-03-30 | — | Conv (C) | — | $0 |