James R. Barry
Insider
First SEC filing: July 2, 2019 · Latest: July 2, 2019
Insider at
Insider transactions
1 buys (P)
0 sells (S)
Net: $20,130
Avg return of open purchases vs now: -3.1%
Price change vs current quote, split-adjusted for corporate actions since the filing — not benchmarked, not annualized, not size-weighted
| Date | Ticker | Code | Shares | Price | Value | Owned after | Δ own | A/D | vs now |
|---|---|---|---|---|---|---|---|---|---|
| March 25, 2026 | SMA | A | 7,501 | · | · | 32,070 Direct | +30.53% | Acquired | (price as of 2026-10-02) |
| March 25, 2026 | SMA | A | 11,967 | · | · | 31,320 Direct | +61.84% | Acquired | (price as of 2026-10-02) |
| Nov. 11, 2025 | SMA | P | 600 | $33.55 | $20,130 | 3,375 Direct | +21.62% | Acquired | -3.1% (price as of 2026-10-02) |
| April 2, 2025 | SMA | A | 9,424 | · | · | 9,424 Direct | · | Acquired | (price as of 2026-10-02) |
| April 1, 2025 | SMA | A | 19,895 | · | · | 19,895 Direct | · | Acquired | (price as of 2026-10-02) |
| March 17, 2025 | SMA | A | 22,625 | · | · | 98,276 Direct | +29.91% | Acquired | (price as of 2026-10-02) |
| March 17, 2025 | SMA | A | 22,288 | · | · | 77,413 Direct | +40.43% | Acquired | (price as of 2026-10-02) |
| March 13, 2025 | SMA | A | 3,794 | · | · | 55,125 Direct | +7.39% | Acquired | (price as of 2026-10-02) |
| March 7, 2024 | SMA | A | 21,757 | · | · | 75,651 Direct | +40.37% | Acquired | (price as of 2026-10-02) |
| March 7, 2024 | SMA | A | 21,432 | · | · | 58,919 Direct | +57.17% | Acquired | (price as of 2026-10-02) |
| June 28, 2023 | SMA | F | 811 | $14.30 | $11,597 | 11,103 Direct | -6.81% | Disposed | 127.3% (price as of 2026-10-02) |
| March 2, 2023 | SMA | A | 5,112 | · | · | 13,682 Direct | +59.65% | Acquired | (price as of 2026-10-02) |
| March 2, 2023 | SMA | F | 1,768 | · | · | 11,914 Direct | -12.92% | Disposed | (price as of 2026-10-02) |
| Feb. 21, 2023 | SMA | A | 22,166 | · | · | 53,894 Direct | +69.86% | Acquired | (price as of 2026-10-02) |
| Feb. 21, 2023 | SMA | A | 21,835 | · | · | 37,487 Direct | +139.50% | Acquired | (price as of 2026-10-02) |
| June 28, 2022 | SMA | F | 811 | $14.63 | $11,865 | 11,126 Direct | +7.86% | Acquired | 122.2% (price as of 2026-10-02) |
| Feb. 2, 2022 | SMA | A | 11,381 | · | · | 31,728 Direct | +55.93% | Acquired | (price as of 2026-10-02) |
| Feb. 2, 2022 | SMA | A | 7,587 | · | · | 15,652 Direct | +94.07% | Acquired | (price as of 2026-10-02) |
| Dec. 9, 2021 | SMA | J | 123,766 | · | · | 123,766 Direct | · | Acquired | (price as of 2026-10-02) |
| April 19, 2021 | SMA | A | 12,097 | · | · | 20,348 Direct | +146.61% | Acquired | (price as of 2026-10-02) |
| April 19, 2021 | SMA | A | 8,064 | · | · | 8,064 Direct | · | Acquired | (price as of 2026-10-02) |
| April 22, 2020 | SMA | A | 2,556 | · | · | 11,937 Direct | +27.25% | Acquired | (price as of 2026-10-02) |
| April 22, 2020 | SMA | A | 8,251 | · | · | 8,251 Direct | · | Acquired | (price as of 2026-10-02) |
P = Open-market purchase · S = Sale · A = Grant/award · M = Option exercise · G = Gift · F = Tax withholding
Insider transactions are not a recommendation; sales are often driven by liquidity or tax reasons.
Derivative holdings (Form 4 Table II) Options, RSUs and convertible securities reported on Form 4 Table II.
| Date | Ticker | Security | Underlying | Exercise price | Expiration | Shares | A/D |
|---|---|---|---|---|---|---|---|
| March 25, 2026 | SMA | Long-Term Incentive Plan Units [F2] | Common Stock | · | · | 7,501 | Acquired |
| March 25, 2026 | SMA | Long-Term Incentive Plan Units [F2] | Common Stock | · | · | 11,967 | Acquired |
| April 2, 2025 | SMA | Long- Term Incentive Plan Units [F3] | Class A Common Stock | · | · | 9,424 | Acquired |
| April 1, 2025 | SMA | Long-Term Incentive Plan Units [F3] | Class A Common Stock | · | · | 19,895 | Acquired |
| March 17, 2025 | SMA | Long-Term Incentive Plan Units [F2] | Class A Common Stock | · | · | 22,625 | Acquired |
| March 17, 2025 | SMA | Long-Term Incentive Plan Units [F2] | Class A Common Stock | · | · | 22,288 | Acquired |
| March 13, 2025 | SMA | Long-Term Incentive Plan Units [F2] | Class A Common Stock | · | · | 3,794 | Acquired |
| March 7, 2024 | SMA | Long-Term Incentive Plan Units [F2] | Class A Common Stock | · | · | 21,757 | Acquired |
| March 7, 2024 | SMA | Long-Term Incentive Plan Units [F2] | Class A Common Stock | · | · | 21,432 | Acquired |
| Feb. 21, 2023 | SMA | Long-Term Incentive Plan Units [F2] | Class A Common Stock | · | · | 22,166 | Acquired |
| Feb. 21, 2023 | SMA | Long-Term Incentive Plan Units [F2] | Class A Common Stock | · | · | 21,835 | Acquired |
| Feb. 2, 2022 | SMA | Long-Term Incentive Plan Units [F2] | Class A Common Stock | · | · | 11,381 | Acquired |
| Feb. 2, 2022 | SMA | Long-Term Incentive Plan Units [F2] | Class A Common Stock | · | · | 7,587 | Acquired |
| Dec. 9, 2021 | SMA | Class A-1 Units [F5] | Class A Common Stock | · | · | 123,766 | Acquired |
| April 19, 2021 | SMA | Long-Term Incentive Plan Units [F2] | Class A Common Stock | · | · | 12,097 | Acquired |
| April 19, 2021 | SMA | Long-Term Incentive Plan Units [F2] | Class A Common Stock | · | · | 8,064 | Acquired |
| April 22, 2020 | SMA | Long-Term Incentive Plan Units [F2] | Class A Common Stock | · | · | 8,251 | Acquired |
Exercise/conversion price is blank when not applicable (e.g. RSUs).
Initial ownership (Form 3) 1 holding
Securities held when first becoming an insider, per SEC Form 3.
| Date | Ticker | Security | Shares | Ownership |
|---|---|---|---|---|
| July 2, 2019 | SMA | Class A Common Stock | 9,380 | Direct |
Compensation (DEF 14A)
Matched by name from proxy statements (DEF 14A) — verify against the filing.
| Fiscal year | Salary | Bonus | Stock awards | Option awards | Non-equity incentive | Pension change | Other | Total |
|---|---|---|---|---|---|---|---|---|
| 2024 | $350,000 | $40,000 | · | · | $168,893 | · | $28,944 | $1,027,837 |
| 2023 | $350,000 | · | · | · | $115,500 | · | $26,010 | $931,510 |
| 2022 | $300,000 | · | · | · | $210,000 | · | $32,317 | $742,317 |
Figures from the Summary Compensation Table of the company's proxy statement (DEF 14A). Compensation is not a recommendation.