SMA insiders

11 insiders have filed at SMA since 2023Q3: names, roles, reported stakes, and each person's buying and selling record from SEC Form 3/4/5 filings.

namerolereported stake% of companybuys (3y)sells (3y)
Schwartz H. MichaelCEO And President174.4k0.315%2 buys $738k
Morris Timothy S.Director15.2k0.027%
Perry HaroldDirector12.7k0.023%1 buys $90k
Johnson WayneChief Investment Officer8.9k0.016%1 buys $90k
Terjung Michael OChief Accounting Officer8.1k0.015%1 buys $180k
Mathews Paula M.Director7.2k0.013%
Mueller David JDirector6.8k0.012%1 sells $14k
Valle GeraldSVP, Self-Storage Operations6.4k0.012%
Barry James R.CFO And Treasurer3.4k<0.01%1 buys $20k
Robinson Joseph HChief Operations Officer2.8k<0.01%1 buys $15k
Look NicholasGeneral Counsel And Secretary1.6k<0.01%1 buys $30k1 sells $15k

Full register at boothcheck.com/insiders/SMA. Stakes are the newest reported Form 3/4/5 balances (they update only when insiders file). Sales counted include pre-scheduled plan sales, labeled. A filed record, not a forecast. Nothing here is investment advice.

SMA institutional holders · SMA research report