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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.

Individual transactions

129
Insider
Date
Role
Action
Shares
Price
Amount
Jordan Rhett D.
14 Sep 2026
EVP & CHIEF CREDIT OFFICER
Sell
230
$52.05
$11.97K
Jordan Rhett D.
4 Aug 2026
EVP & CHIEF CREDIT OFFICER
Sell
430
$52.75
$22.68K
Jordan Rhett D.
12 Jun 2026
EVP & CHIEF CREDIT OFFICER
Sell
400
$45.00
$18.00K
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
Jordan Rhett D.
24 Apr 2026
EVP & CHIEF CREDIT OFFICER
Sell
500
$41.85
$20.93K
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
Tucker Steven B.
10 Dec 2025
Director
Sell
10,625
$38.01
$403.86K
Jordan Rhett D.
18 Nov 2025
EVP & CHIEF CREDIT OFFICER
Sell
250
$35.00
$8.75K
Welborn Wesley Miller
3 Feb 2025
CHAIRMAN OF THE BOARD
Buy
1,162
$34.75
$40.38K
Jordan Rhett D.
27 Jan 2025
EVP & CHIEF CREDIT OFFICER
Sell
350
$35.76
$12.52K
PRESLEY JOHN M
9 Dec 2024
Director
Sell indirect
6,916
$35.05
$242.41K
PRESLEY JOHN M
6 Dec 2024
Director
Sell indirect
10,140
$35.54
$360.38K
PRESLEY JOHN M
5 Dec 2024
Director
Sell indirect
10,517
$36.05
$379.14K
Jordan Rhett D.
4 Dec 2024
EVP & CHIEF CREDIT OFFICER
Sell
200
$35.61
$7.12K
PRESLEY JOHN M
7 Nov 2024
Director
Sell indirect
7,500
$35.79
$268.43K
Jordan Rhett D.
5 Nov 2024
EVP & CHIEF CREDIT OFFICER
Sell
300
$32.52
$9.76K
Tucker Steven B.
5 Nov 2024
Director
Sell indirect
6,730
$33.14
$223.03K
Jordan Rhett D.
31 Oct 2024
EVP & CHIEF CREDIT OFFICER
Sell
100
$33.16
$3.32K
Jordan Rhett D.
12 Sep 2024
EVP & CHIEF CREDIT OFFICER
Sell
70
$28.58
$2.00K
Jordan Rhett D.
13 Aug 2024
EVP & CHIEF CREDIT OFFICER
Sell
200
$26.90
$5.38K
Jordan Rhett D.
4 Jun 2024
EVP & CHIEF CREDIT OFFICER
Sell
250
$22.53
$5.63K
PRESLEY JOHN M
29 May 2024
Director
Sell indirect
7,500
$22.65
$169.88K
Jordan Rhett D.
7 May 2024
EVP & CHIEF CREDIT OFFICER
Sell
350
$22.25
$7.79K
Petty Gary Wayne Jr
5 Mar 2024
EVP & CHIEF RISK OFFICER
Sold after exercise
2,394
$21.63
$51.78K
Welborn Wesley Miller
7 Feb 2024
CHAIRMAN OF THE BOARD
Buy
1,000
$21.67
$21.67K
PRESLEY JOHN M
30 Nov 2023
Director
Sell indirect
15,000
$21.34
$320.10K
Jordan Rhett D.
20 Nov 2023
EVP & CHIEF CREDIT OFFICER
Sell
400
$21.90
$8.76K
Jordan Rhett D.
31 Oct 2023
EVP & CHIEF CREDIT OFFICER
Sell
350
$20.56
$7.20K
Jordan Rhett D.
30 Aug 2023
EVP & CHIEF CREDIT OFFICER
Sell
480
$22.82
$10.95K
Jordan Rhett D.
1 Aug 2023
EVP & CHIEF CREDIT OFFICER
Sell
400
$24.90
$9.96K
Wolpert Geoffrey Alan
12 Jun 2023
Director
Buy indirect
350
$22.87
$8.00K
Jordan Rhett D.
6 Jun 2023
EVP & CHIEF CREDIT OFFICER
Sell
300
$22.47
$6.74K
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
Jordan Rhett D.
20 Dec 2022
EVP & CHIEF CREDIT OFFICER
Sell
200
$27.69
$5.54K
Jordan Rhett D.
28 Nov 2022
EVP & CHIEF CREDIT OFFICER
Sell
250
$29.34
$7.34K
Ackermann Cathy G
7 Nov 2022
Director
Buy
5,000
$28.99
$144.95K
Jordan Rhett D.
31 Oct 2022
EVP & CHIEF CREDIT OFFICER
Sell
279
$29.06
$8.11K
Ackermann Cathy G
28 Oct 2022
Director
Buy
5,000
$28.90
$144.50K
Jordan Rhett D.
16 Aug 2022
EVP & CHIEF CREDIT OFFICER
Sell
1,200
$27.27
$32.72K
PRESLEY JOHN M
9 Aug 2022
Director
Sell indirect
7,500
$25.50
$191.25K
PRESLEY JOHN M
7 Jun 2022
Director
Sell indirect
1,030
$26.07
$26.85K
PRESLEY JOHN M
6 Jun 2022
Director
Sell indirect
3,540
$26.02
$92.11K
PRESLEY JOHN M
3 Jun 2022
Director
Sell indirect
2,930
$25.78
$75.54K
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
Welborn Wesley Miller
23 Oct 2020
CHAIRMAN OF THE BOARD
Buy
1,796
$14.71
$26.42K
Miller Clifton N
27 May 2020
Director
Sell
5,000
$16.90
$84.48K
Gorczynski Ronald J
14 May 2020
Chief Financial Officer & EVP
Buy
1,000
$12.77
$12.77K
Tucker Steven B.
16 Mar 2020
Director
Exercised, kept
11,333
$11.76
$133.28K
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
Miller Clifton N
21 Feb 2020
Director
Sell
5,000
$20.94
$104.70K
Welborn Wesley Miller
10 Feb 2020
Chairman
Buy
5,450
$21.49
$117.12K
Miller Clifton N
16 Dec 2019
Director
Sell indirect
6,500
$23.71
$154.12K
Miller Clifton N
16 Dec 2019
Director
Sell indirect
6,500
$23.70
$154.05K
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
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
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
Yoder William L
7 Sep 2018
Chief Banking&Deposit Officer
Sell
20,000
$24.25
$485.00K
Kuhn Robert Wade Jr.
6 Sep 2018
Regional President - SmartBank
Sold after exercise
34,000
$24.00
$816.00K
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
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
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
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
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
Barrett Victor Lynn
17 Jan 2017
Director
Buy
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
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