James R. Barry
CIK 1781316 · CFO and Treasurer · last filed 2026-03-27
James R. Barry is a CFO and Treasurer who has filed 13 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 +$20.1K, making them a net buyer over the disclosed history. Current disclosed insider exposure totals $108.8K 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.
$108.8K
1
13
$20.1K
Holdings By Company
| Symbol | Role | Shares | Price | Disclosed Exposure | Lifetime OM Net | Filings | Latest Filed |
|---|---|---|---|---|---|---|---|
| SMA | CFO and Treasurer | 3,375 | $32.24 | $108.8K | $20.1K | 3 | 2026-03-27 |
Recent Filings
13 filings| Filed | Symbol | Action | Net Shares | Net $ | Link |
|---|---|---|---|---|---|
| 2026-03-27 | SMA | Grant (A) | — | $0 | EDGAR |
| 2025-11-12 | SMA | Buy (P) | +600 | $20.1K | EDGAR |
| 2025-04-03 | SMA | Grant (A) | — | $0 | EDGAR |
| 2025-03-17 | — | Grant (A) | — | $0 | |
| 2024-03-11 | — | Grant (A) | — | $0 | |
| 2023-06-29 | — | Tax (F) | −810 | -$11.6K | |
| 2023-03-06 | — | Mixed | +3,344 | $0 | |
| 2023-02-23 | — | Grant (A) | — | $0 | |
| 2022-06-29 | — | Tax (F) | +810 | $11.9K | |
| 2022-02-04 | — | Grant (A) | — | $0 |