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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
Berke Monique
11 May 2022
Director
Exercised, kept
1,025
$15.05
$15.43K
Welborn Wesley Miller
14 Feb 2022
CHAIRMAN OF THE BOARD
Exercised, kept
1,025
$15.05
$15.43K
Welborn Wesley Miller
14 Feb 2022
CHAIRMAN OF THE BOARD
Exercised, kept
2,500
$9.60
$24.00K
Welborn Wesley Miller
14 Feb 2022
CHAIRMAN OF THE BOARD
Exercised, kept
1,250
$9.48
$11.85K
Welborn Wesley Miller
14 Feb 2022
CHAIRMAN OF THE BOARD
Exercised, kept
2,500
$6.60
$16.50K
Petty Gary Wayne Jr
14 Feb 2022
EVP & CHIEF RISK OFFICER
Exercised, kept
3,750
$6.60
$24.75K
Petty Gary Wayne Jr
23 Nov 2021
EVP & CHIEF RISK OFFICER
Exercised, kept
2,000
$21.61
$43.22K
Davis Gregory L.
27 Aug 2021
EVP & CHIEF LENDING OFFICER
Exercised, kept
3,000
$21.61
$64.83K
Petty Gary Wayne Jr
22 Feb 2021
EVP & CHIEF RISK OFFICER
Exercised, kept
3,750
$6.80
$25.50K
Tucker Steven B.
16 Mar 2020
Director
Exercised, kept
11,333
$11.76
$133.28K
Welborn Wesley Miller
27 Feb 2019
Chairman
Exercised, kept
513
$14.40
$7.39K
Petty Gary Wayne Jr
27 Feb 2019
Chief Risk Officer
Exercised, kept
1,250
$14.40
$18.00K
Johnson C Bryan
1 Sep 2017
Chief Financial Officer
Exercised, kept
1,250
$11.67
$14.59K
Davis Gregory L.
24 Aug 2017
Chief Lending Officer and EVP
Exercised, kept
5,361
$10.48
$56.18K
Whaley Keith Edward
21 Feb 2017
Director
Exercised, kept
6,702
$10.48
$70.24K
Whaley Keith Edward
21 Feb 2017
Director
Exercised, kept
26,250
$9.52
$249.90K
Ogle David Austin
10 Feb 2017
Director
Exercised, kept
8,042
$10.48
$84.28K
Ogle David Austin
10 Feb 2017
Director
Exercised, kept
31,500
$9.52
$299.88K
Wolpert Geoffrey Alan
7 Feb 2017
Director
Exercised, kept
8,042
$10.48
$84.28K
Wolpert Geoffrey Alan
7 Feb 2017
Director
Exercised, kept
31,500
$9.52
$299.88K
Barrett Victor Lynn
17 Jan 2017
Director
Exercised, kept
8,042
$10.48
$84.28K
Miller Ted Charles
17 Jan 2017
Director
Exercised, kept
31,500
$9.52
$299.88K
Miller Ted Charles
17 Jan 2017
Director
Exercised, kept
8,042
$10.48
$84.28K
Johnson C Bryan
9 Jan 2017
Chief Financial Officer
Exercised, kept
2,000
$11.67
$23.34K
Johnson C Bryan
29 Dec 2016
Chief Financial Officer
Exercised, kept
2,000
$11.67
$23.34K

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