SMA (SmartStop Self Storage REIT, Inc.)

Insider Trading Activity

Every open-market purchase and sale reported by SMA officers, directors and 10%+ beneficial owners on SEC Form 4, which must be filed within two business days of the transaction. Sales often reflect scheduled 10b5-1 plans or tax withholding rather than a directional view, so read counts alongside the size and the filer.

Market data may be delayed, incomplete, or inaccurate. Not a recommendation to buy, sell, or hold any security. Verify quotes with your broker before trading. See Terms §17.

Form 4 Filings
36
most recent
Open-Market Buys
8
code P
Sales
8
code S
Reporting Insiders
10
current holders
SMA — Recent Form 4 Transactions (latest 2026-08-18)
FiledInsiderRole TypeSharesValue
2026-08-18 Nicholas Look General Counsel and Secretary Sell
2026-08-18 David J Mueller Director Sell
2026-07-16 David J Mueller Director Sell
2026-06-25 Lora A. Gotcheva Director A
2026-06-25 Timothy S. Morris Director A
2026-06-25 Harold Perry Director A
2026-06-25 David J Mueller Director A
2026-06-17 David J Mueller Director Sell
2026-05-19 David J Mueller Director Sell
2026-04-17 David J Mueller Director Sell
2026-03-27 Joseph H Robinson Chief Operations Officer A
2026-03-27 Nicholas Look General Counsel and Secretary A
2026-03-27 James R. Barry CFO and Treasurer A
2026-03-27 H. Michael Schwartz CEO and President A
2026-03-27 Wayne Johnson Chief Investment Officer A
2026-03-27 Michael O Terjung Chief Accounting Officer A
2026-03-17 David J Mueller Director Sell
2025-11-18 H. Michael Schwartz Chief Executive Officer Buy
2025-11-14 Nicholas Look General Counsel and Secretary Sell
2025-11-12 James R. Barry CFO and Treasurer Buy
2025-07-17 Lora A. Gotcheva Director A
2025-06-26 Paula M. Mathews Director A
2025-06-26 Timothy S. Morris Director A
2025-06-26 Harold Perry Director A
2025-06-26 David J Mueller Director A
2025-05-13 Extra Space Storage Inc. J
2025-04-04 H. Michael Schwartz Chief Executive Officer Buy
2025-04-03 Joseph H Robinson Chief Operations Officer Buy
2025-04-03 Harold Perry Director Buy
2025-04-03 Nicholas Look General Counsel and Secretary Buy
2025-04-03 Wayne Johnson President and CIO Buy
2025-04-03 David J Mueller Director A
2025-04-03 Timothy S. Morris Director A
2025-04-03 Michael O Terjung Chief Accounting Officer Buy
2025-04-03 Paula M. Mathews Director A
2025-04-03 James R. Barry CFO and Treasurer A
SMA — Current Insider Holders
InsiderRole Shares HeldValue
CEO and President 24,250
Director 12,657
Director 9,166
Chief Investment Officer 8,863
Chief Accounting Officer 8,142
Director 7,176
Director 4,640
CFO and Treasurer 3,375
Chief Operations Officer 2,830
General Counsel and Secretary 588
How to read Form 4 activity

Form 4 reports a change in beneficial ownership by an officer, director or 10%+ holder, and must be filed within two business days of the transaction — so this is close to real time, unlike the 45-day-lagged 13F institutional data.

Transaction codes matter more than the raw buy/sell count. Code P is an open-market purchase — an insider choosing to buy with their own money, which is the signal most research treats as informative. Code S is a sale, but sales are frequently pre-scheduled under a 10b5-1 plan or cover tax withholding on vesting equity, so a run of sales often says nothing directional. Codes A and M are grants and option exercises rather than open-market decisions.

Full filing history and per-insider positions are on the SMA quote page; the site-wide leaderboard is on the insider transactions hub.