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SMARTFINANCIAL INC.

SMBK Balanced
CIK 0001038773 #2658 in the set updated 17 Sep 2026
Bought (120 mo)
$4.02M
out of their own pocket, the only kind of buying there is
Sold (120 mo)
$8.27M
$0.00 on a plan · $4.30M straight out of an exercise
Sold at will
$3.97M
39 of 45 sales
Net
−$4.25M
+$52.57K against sales at will

By person

30 insiders · 129 transactions
Insider
Role
Bought
Sold
Net
Holding
Worth
Change
PRESLEY JOHN M
Director
$2.13M (10)
−$2.13M
3,960
$206.12K
Carroll William Young Sr.
Vice-Chairman
$31.75K (1)
$1.58M (1) scheduled
−$1.55M
29,468
$1.53M
+68.7%
Carroll William Young Jr.
PRESIDENT AND CEO
$29.01K (1)
$1.29M (1) scheduled
−$1.26M
216,426
$11.26M
+71.2%
Welborn Wesley Miller
CHAIRMAN OF THE BOARD
$990.51K (16)
+$990.51K
147,236
$7.66M
+150.2%
Kuhn Robert Wade Jr.
Regional President - SmartBank
$816.00K (1) scheduled
−$816.00K
510
$26.55K
Miller Ted Charles
Director
$778.85K (7)
+$778.85K
142,764
$7.43M
+133.3%
Yoder William L
Chief Banking&DepOfficer&EVP
$485.00K (1)
−$485.00K
43,731
$2.28M
−29.7%
Miller Clifton N
Director
$36.07K (2)
$497.35K (4)
−$461.28K
105,788
$5.51M
−16.1%
Barrett Victor Lynn
Director
$431.22K (2)
+$431.22K
191,720
$9.98M
+17.3%
Ackermann Cathy G
Director
$415.81K (3)
+$415.81K
19,831
$1.03M
+1,362%
Davis Gregory L.
EVP & CHIEF LENDING OFFICER
$404.25K (1) scheduled
−$404.25K
71,246
$3.71M
+27.9%
Tucker Steven B.
Director
$293.47K (4)
$626.89K (2)
−$333.42K
57,452
$2.99M
+423.2%
Wicks James Beaumont
Director
$319.16K (2)
+$319.16K
41,364
$2.15M
Ogle David Austin
Director
$307.93K (5)
+$307.93K
275,571
$14.34M
+30.0%
Jordan Rhett D.
EVP & CHIEF CREDIT OFFICER
$233.15K (22)
−$233.15K
11,142
$579.94K
+1,114,100%
Coxwell John H Sr
EVP & COO
$162.50K (1) scheduled
−$162.50K
9,387
$488.59K
0.0%
Johnson C Bryan
Chief Financial Officer
$114.18K (2)
+$114.18K
10,225
$532.21K
Berke Monique
Director
$105.49K (6)
+$105.49K
13,136
$683.73K
+227.4%
Whaley Keith Edward
Director
$74.76K (3)
+$74.76K
87,369
$4.55M
+99.5%
Wolpert Geoffrey Alan
Director
$58.03K (2)
+$58.03K
242,333
$12.61M
−25.8%
Petty Gary Wayne Jr
EVP & CHIEF RISK OFFICER
$51.78K (1) scheduled
−$51.78K
36,765
$1.91M
+76.6%
Shomaker Kelli D
Director
$22.02K (2)
+$22.02K
2,120
$110.35K
Gorczynski Ronald J
EVP & CHIEF FINANCIAL OFFICER
$12.77K (1)
+$12.77K
24,729
$1.29M
+554.2%
Phillips Ottis H
Director
229,800
$11.96M
PAYNE DOYCE G MD
Director
44,137
$2.30M
+1.1%
Boyd Rebecca C
CPO - CHIEF PEOPLE OFFICER
12,342
$642.40K
+135.2%
Cain Cynthia A
CAO - CHIEF ACCOUNTING OFFICER
12,214
$635.74K
+124.8%
Schrodt Martin E
EVP, Chief Banking Officer
7,251
$377.41K
+254.4%
McDonald Frank S
Director
4,278
$222.67K
+12.1%
Trumpp Jarrod M
Chief Risk Officer
2,990
$155.63K

No percentages here. These insiders hold more than one class of share between them, and the share count on file covers one of them rather than all. Dividing the two would compare different things.

Insider
Date
Role
Action
Shares
Price
Amount
Barrett Victor Lynn
10 Jun 2026
Director
Buy
3,000
$43.78
$131.34K
Ackermann Cathy G
4 Jun 2026
Director
Buy
3,000
$42.12
$126.36K
Shomaker Kelli D
4 May 2026
Director
Buy
290
$41.30
$11.98K
Welborn Wesley Miller
9 Feb 2026
CHAIRMAN OF THE BOARD
Buy
835
$43.13
$36.01K
Shomaker Kelli D
27 Jan 2026
Director
Buy
255
$39.38
$10.04K
Welborn Wesley Miller
3 Feb 2025
CHAIRMAN OF THE BOARD
Buy
1,162
$34.75
$40.38K
Welborn Wesley Miller
7 Feb 2024
CHAIRMAN OF THE BOARD
Buy
1,000
$21.67
$21.67K
Wolpert Geoffrey Alan
12 Jun 2023
Director
Buy indirect
350
$22.87
$8.00K
Miller Ted Charles
12 May 2023
Director
Buy
4,999
$20.00
$99.98K
Wolpert Geoffrey Alan
12 May 2023
Director
Buy
2,500
$20.01
$50.03K
Whaley Keith Edward
8 May 2023
Director
Buy
1,500
$21.34
$32.01K
Welborn Wesley Miller
4 May 2023
CHAIRMAN OF THE BOARD
Buy
2,500
$19.38
$48.45K
Carroll William Young Jr.
4 May 2023
PRESIDENT AND CEO
Buy
1,500
$19.34
$29.01K
Ogle David Austin
4 May 2023
Director
Buy
2,554
$19.48
$49.75K
Welborn Wesley Miller
1 May 2023
CHAIRMAN OF THE BOARD
Buy
525
$20.89
$10.97K
Welborn Wesley Miller
9 Feb 2023
CHAIRMAN OF THE BOARD
Buy
159
$27.19
$4.32K
Welborn Wesley Miller
27 Jan 2023
CHAIRMAN OF THE BOARD
Buy
1,284
$26.40
$33.90K
Ackermann Cathy G
7 Nov 2022
Director
Buy
5,000
$28.99
$144.95K
Ackermann Cathy G
28 Oct 2022
Director
Buy
5,000
$28.90
$144.50K
Welborn Wesley Miller
23 Oct 2020
CHAIRMAN OF THE BOARD
Buy
1,796
$14.71
$26.42K
Gorczynski Ronald J
14 May 2020
Chief Financial Officer & EVP
Buy
1,000
$12.77
$12.77K
Ogle David Austin
16 Mar 2020
Director
Buy
2,000
$14.88
$29.76K
Carroll William Young Sr.
12 Mar 2020
Vice-Chairman
Buy
2,000
$15.88
$31.75K
Ogle David Austin
11 Mar 2020
Director
Buy
3,000
$16.68
$50.04K
Berke Monique
10 Mar 2020
Director
Buy
500
$16.97
$8.49K
Ogle David Austin
10 Mar 2020
Director
Buy
4,600
$16.20
$74.52K
Miller Ted Charles
9 Mar 2020
Director
Buy
10,000
$19.01
$190.10K
Welborn Wesley Miller
10 Feb 2020
Chairman
Buy
5,450
$21.49
$117.12K
Berke Monique
9 May 2019
Director
Buy
1,000
$21.24
$21.24K
Berke Monique
9 May 2019
Director
Buy
1,000
$21.25
$21.25K
Berke Monique
9 May 2019
Director
Buy
1,000
$21.25
$21.25K
Berke Monique
9 May 2019
Director
Buy
1,000
$21.11
$21.11K
Tucker Steven B.
8 Nov 2018
Director
Buy
800
$20.89
$16.71K
Johnson C Bryan
2 Nov 2018
Chief Financial Officer
Buy
975
$20.43
$19.92K
Miller Clifton N
29 Oct 2018
Director
Buy
942
$21.47
$20.22K
Miller Clifton N
29 Oct 2018
Director
Buy
738
$21.47
$15.84K
Whaley Keith Edward
29 Oct 2018
Director
Buy
1,400
$21.40
$29.96K
Whaley Keith Edward
29 Oct 2018
Director
Buy
600
$21.31
$12.79K
Wicks James Beaumont
4 Sep 2018
Director
Buy
10,250
$24.74
$253.61K
Johnson C Bryan
16 Mar 2018
Chief Financial Officer
Buy
4,000
$23.57
$94.26K
Miller Ted Charles
14 Mar 2018
Director
Buy
473
$23.02
$10.89K
Tucker Steven B.
13 Mar 2018
Director
Buy indirect
2,480
$23.25
$57.66K
Miller Ted Charles
12 Mar 2018
Director
Buy
6,961
$23.03
$160.31K
Miller Ted Charles
12 Mar 2018
Director
Buy
1,977
$23.00
$45.48K
Tucker Steven B.
7 Mar 2018
Director
Buy
3,750
$22.26
$83.48K
Tucker Steven B.
6 Mar 2018
Director
Buy
6,250
$21.70
$135.63K
Ogle David Austin
6 Mar 2018
Director
Buy
4,700
$22.10
$103.86K
Welborn Wesley Miller
6 Mar 2018
Chairman
Buy indirect
5,000
$21.70
$108.50K
Welborn Wesley Miller
6 Mar 2018
Chairman
Buy indirect
5,000
$21.70
$108.50K
Welborn Wesley Miller
6 Mar 2018
Chairman
Buy indirect
5,000
$21.70
$108.50K
Miller Ted Charles
5 Mar 2018
Director
Buy
1,300
$22.00
$28.60K
Wicks James Beaumont
5 Mar 2018
Director
Buy
3,000
$21.85
$65.55K
Miller Ted Charles
7 Sep 2017
Director
Buy
10,000
$24.35
$243.50K
Welborn Wesley Miller
31 Jul 2017
Chairman
Buy indirect
2,500
$24.58
$61.45K
Welborn Wesley Miller
31 Jul 2017
Chairman
Buy indirect
2,500
$25.25
$63.13K
Welborn Wesley Miller
31 Jul 2017
Chairman
Buy indirect
2,500
$24.50
$61.25K
Berke Monique
28 Jul 2017
Director
Buy
500
$24.30
$12.15K
Welborn Wesley Miller
28 Jul 2017
Chairman
Buy
5,814
$24.07
$139.94K
Barrett Victor Lynn
17 Jan 2017
Director
Buy
31,500
$9.52
$299.88K

What was left out

Form 4 filings counted 271
Amendments (4/A) skipped 10
Filings about a different issuer 0
Unreadable filings 0
Joint filings 0
Sales on a Rule 10b5-1 plan 0
Sales straight out of an exercise 6
Sales at will 39
Transactions with no price 0
Shares from compensation/vesting 1,425,813
Sales filed before the plan box existed 13
History held since 26 Sep 2016