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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
Petty Gary Wayne Jr
5 Mar 2024
EVP & CHIEF RISK OFFICER
Sold after exercise
2,394
$21.63
$51.78K
Kuhn Robert Wade Jr.
6 Sep 2018
Regional President - SmartBank
Sold after exercise
34,000
$24.00
$816.00K
Davis Gregory L.
30 Jan 2017
Chief Lending Officer and EVP
Sold after exercise
21,000
$19.25
$404.25K
Carroll William Young Sr.
30 Jan 2017
Vice-Chairman
Sold after exercise
82,042
$19.25
$1.58M
Carroll William Young Jr.
30 Jan 2017
President and CEO
Sold after exercise
67,042
$19.25
$1.29M
Coxwell John H Sr
23 Sep 2016
EVP & COO
Sold after exercise
10,000
$16.25
$162.50K

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