The chart above plots the price of SMA over the range selected — one day to the full history — drawn by TradingView from their own data. Our own licensed end-of-day series holds 21 sessions over that window: $32 on 17 June 2026 through $34.28 on 17 July 2026.
Market cap$1.9B
52-week range$29.64 – $39
Avg volume150.7K
Finazon · prior-day close · valuation computed from SEC EDGAR filings · as of Sep 14, 2026
SMA has no Form 4 filing in the last 90 days, so there is no summary for that window. The most recent filings we hold are below, the newest dated 17 November 2025.
DateInsiderTypeSharesValue
17 Nov 2025Schwartz H. MichaelChief Executive OfficerBuy6,250$198K
14 Nov 2025Look NicholasGeneral Counsel and SecretarySell458$15K
11 Nov 2025Barry James R.CFO and TreasurerBuy600$20K
SMA reported financials
SEC EDGAR XBRL
SMA reported revenue of $281.1M for the fiscal year ended 31 Dec 2025. Net income over the same period was −$8.8M.
FigureReportedPeriod
Revenue
$281.1M
31 Dec 2025 fiscal year
Net income
−$8.8M
31 Dec 2025 fiscal year
Total assets
$2.4B
30 Jun 2026 at period end
Total equity
$1.2B
30 Jun 2026 at period end
Source: SEC EDGAR XBRL company facts · latest period ended 30 Jun 2026
SMA earnings
SEC EDGAR
DatePeriodEPSRevenue
30 Sep 2025Q3 2025$0.09—
30 Jun 2025Q2 2025$-0.16—
31 Mar 2025Q1 2025$-0.35—
31 Dec 2024FY 2024$-0.20—
30 Sep 2024Q3 2024$-0.26—
30 Jun 2024Q2 2024$-0.16—
31 Mar 2024Q1 2024$-0.20—
31 Dec 2023FY 2023$-0.03—
Next report no date announced in SEC filings yet
Reported figures & scheduled dates · SEC EDGAR filings
7 of the 45 institutional funds we track reported a SMA position for the quarter ended 30 Jun 2026 — a combined $12.6M; the latest of those filings landed 02 Sep 2026.