SMBK Insider Trading

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Insider Trading History
Frequently Asked Questions
About

Insider Ownership Percentage: 7.68%

Insider Buying (Last 12 Months): $40,379.50

Insider Selling (Last 12 Months): $460,158.90

SmartFinancial Insider Trading History Chart

SmartFinancial Share Price & Price History

^$27.08

▼ -0.077 (-0.28%)

As of 04/11/2025 04:59 PM ET

Days: 30 | 90 | 365

SmartFinancial Insider Trading History

Transaction Date	Insider Name	Title	Buy/Sell	Number of Shares	Average Share Price	Total Transaction	Shares Held After Transaction
2/3/2025	Wesley Miller Welborn	Chairman	Buy	1,162	$34.75	$40,379.50	96,938
1/27/2025	Rhett D Jordan	EVP	Sell	350	$35.76	$12,516.00	9,142
12/9/2024	John M Presley	Director	Sell	6,916	$35.05	$242,405.80	3,960
12/4/2024	Rhett D Jordan	EVP	Sell	200	$35.61	$7,122.00	10,308
11/5/2024	Rhett D Jordan	EVP	Sell	300	$32.52	$9,756.00	10,508
10/31/2024	Rhett D Jordan	EVP	Sell	100	$33.16	$3,316.00	10,808
9/12/2024	Rhett D Jordan	EVP	Sell	70	$28.58	$2,000.60	10,908
8/13/2024	Rhett D Jordan	EVP	Sell	200	$26.90	$5,380.00	10,978
5/29/2024	John M Presley	Director	Sell	7,500	$22.65	$169,875.00	35,073
5/7/2024	Rhett D Jordan	EVP	Sell	350	$22.25	$7,787.50	11,428
3/5/2024	Gary Wayne Petty Jr	EVP	Sell	2,394	$21.63	$51,782.22	19,091
2/7/2024	Wesley Miller Welborn	Chairman	Buy	1,000	$21.67	$21,670.00	89,481
11/30/2023	John M Presley	Director	Sell	15,000	$21.34	$320,100.00	42,573
11/20/2023	Rhett D Jordan	EVP	Sell	400	$21.90	$8,760.00	11,861
10/31/2023	Rhett D Jordan	EVP	Sell	350	$20.56	$7,196.00	12,261
8/1/2023	Rhett D Jordan	EVP	Sell	400	$24.90	$9,960.00	13,091
6/12/2023	Geoffrey Alan Wolpert	Director	Buy	350	$22.87	$8,004.50	110,491
5/12/2023	Geoffrey Alan Wolpert	Director	Buy	2,500	$20.01	$50,025.00	93,926
5/8/2023	Keith Edward Whaley	Director	Buy	1,500	$21.34	$32,010.00	84,159
5/4/2023	David Austin Ogle	Director	Buy	2,554	$19.48	$49,751.92	188,545
5/4/2023	Wesley Miller Welborn	Chairman	Buy	2,500	$19.38	$48,450.00	89,069
5/4/2023	William Young Jr. Carroll	CEO	Buy	1,500	$19.34	$29,010.00	113,472
5/1/2023	Wesley Miller Welborn	Chairman	Buy	525	$20.89	$10,967.25	86,569
2/9/2023	Wesley Miller Welborn	Chairman	Buy	159	$27.19	$4,323.21	86,044
1/27/2023	Wesley Miller Welborn	Chairman	Buy	1,284	$26.40	$33,897.60	85,885
12/20/2022	Rhett D Jordan	EVP	Sell	200	$27.69	$5,538.00	9,592
11/28/2022	Rhett D Jordan	EVP	Sell	250	$29.34	$7,335.00	9,792
11/7/2022	Cathy G Ackermann	Director	Buy	5,000	$28.99	$144,950.00	12,410
10/31/2022	Rhett D Jordan	EVP	Sell	279	$29.06	$8,107.74	10,042
8/16/2022	Rhett D Jordan	EVP	Sell	1,200	$27.27	$32,724.00	10,321
6/6/2022	John M Presley	Director	Sell	3,540	$26.02	$92,110.80	66,103
6/3/2022	John M Presley	Director	Sell	2,930	$25.78	$75,535.40	69,643

See Full Table

SEC Filings (Institutional Ownership Changes) for SmartFinancial (NASDAQ:SMBK)

58.78% of SmartFinancial stock is owned by institutions. Institutional ownership can be a sign of analyst confidence in the fundamentals of the stock.

Institutional Buying and Selling by Quarter

SmartFinancial Institutional Trading History

Reporting Date	Hedge Fund	Shares Held	Market Value	% of Portfolio	Quarterly Change in Shares	Ownership in Company
4/9/2025	Lbmc Investment Advisors LLC	43,865	$1.36M	0.1%	-1.0%	0.258%
4/8/2025	Rhumbline Advisers	23,017	$0.72M	0.0%	-4.3%	0.135%
4/7/2025	GAMMA Investing LLC	2,145	$69K	0.0%	+19,400.0%	0.013%
3/24/2025	Wellington Management Group LLP	437,793	$13.56M	0.0%	+28.6%	2.573%
2/17/2025	Virtus Investment Advisers Inc.	4,000	$0.12M	0.1%	N/A	0.024%
2/17/2025	Squarepoint Ops LLC	8,948	$0.28M	0.0%	N/A	0.053%
2/17/2025	Two Sigma Advisers LP	20,400	$0.63M	0.0%	+22.2%	0.120%
2/17/2025	Two Sigma Investments LP	30,938	$0.96M	0.0%	+91.8%	0.183%
2/17/2025	Private Capital Management LLC	522,676	$16.19M	1.7%	-6.3%	3.087%
2/17/2025	Millennium Management LLC	60,255	$1.87M	0.0%	+281.7%	0.356%
2/17/2025	MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.	9,091	$0.28M	0.0%	+4.4%	0.054%
2/17/2025	Deprince Race & Zollo Inc.	185,137	$5.74M	0.1%	-7.3%	1.094%
2/17/2025	Cubist Systematic Strategies LLC	13,515	$0.42M	0.0%	N/A	0.080%
2/17/2025	Bridgeway Capital Management LLC	127,177	$3.94M	0.1%	+2.7%	0.751%
2/17/2025	Captrust Financial Advisors	31,023	$0.96M	0.0%	-2.9%	0.183%
2/17/2025	Bank of America Corp DE	17,824	$0.55M	0.0%	+41.3%	0.105%
2/17/2025	BNP Paribas Financial Markets	1,868	$58K	0.0%	-46.6%	0.011%
2/17/2025	Aptus Capital Advisors LLC	7,506	$0.23M	0.0%	-48.2%	0.044%
2/14/2025	Jane Street Group LLC	11,670	$0.36M	0.0%	-21.8%	0.069%
2/14/2025	Northern Trust Corp	128,581	$3.98M	0.0%	-1.3%	0.760%
2/14/2025	Aquatic Capital Management LLC	3,353	$0.10M	0.0%	N/A	0.020%
2/14/2025	Boothbay Fund Management LLC	88,206	$2.73M	0.1%	+4.3%	0.521%
2/14/2025	Stifel Financial Corp	55,343	$1.72M	0.0%	-9.3%	0.327%
2/14/2025	Tower Research Capital LLC TRC	1,538	$48K	0.0%	+269.7%	0.009%
2/14/2025	Dimensional Fund Advisors LP	758,069	$23.49M	0.0%	+4.5%	4.478%
2/14/2025	Banc Funds Co. LLC	362,433	$11.23M	1.2%	-29.6%	2.141%
2/13/2025	Cravens & Co Advisors LLC	448,357	$13.89M	10.6%	-0.7%	2.648%
2/13/2025	EAM Investors LLC	18,694	$0.58M	0.1%	N/A	0.110%
2/13/2025	Barclays PLC	26,095	$0.81M	0.0%	+14.2%	0.154%
2/13/2025	Raymond James Financial Inc.	18,716	$0.58M	0.0%	N/A	0.111%
2/13/2025	Martingale Asset Management L P	53,238	$1.65M	0.0%	+81.2%	0.314%
2/13/2025	Invesco Ltd.	27,796	$0.86M	0.0%	+16.7%	0.164%
2/13/2025	Russell Investments Group Ltd.	130,194	$4.03M	0.0%	-15.7%	0.769%
2/13/2025	Wells Fargo & Company MN	9,331	$0.29M	0.0%	+27.8%	0.055%
2/12/2025	Foundry Partners LLC	184,260	$5.71M	0.3%	-0.2%	1.088%
2/12/2025	ExodusPoint Capital Management LP	12,000	$0.37M	0.0%	N/A	0.071%
2/12/2025	Trexquant Investment LP	30,026	$0.93M	0.0%	+1.8%	0.177%
2/12/2025	Geode Capital Management LLC	333,418	$10.33M	0.0%	-0.6%	1.969%
2/12/2025	Franklin Resources Inc.	9,900	$0.31M	0.0%	N/A	0.058%
2/12/2025	Alliancebernstein L.P.	208,193	$6.45M	0.0%	+0.6%	1.230%
2/12/2025	Wellington Management Group LLP	437,793	$13.56M	0.0%	+28.6%	2.586%
2/12/2025	Brandywine Global Investment Management LLC	27,668	$0.86M	0.0%	-3.5%	0.163%
2/12/2025	Arrowstreet Capital Limited Partnership	40,285	$1.25M	0.0%	+173.3%	0.238%
2/12/2025	JPMorgan Chase & Co.	75,527	$2.34M	0.0%	+130.6%	0.446%
2/11/2025	Corebridge Financial Inc.	7,905	$0.25M	0.0%	-7.0%	0.047%
2/11/2025	Vanguard Group Inc.	818,072	$25.34M	0.0%	-4.5%	4.832%
2/11/2025	Hillsdale Investment Management Inc.	120,029	$3.72M	0.2%	N/A	0.709%
2/11/2025	American Century Companies Inc.	274,947	$8.52M	0.0%	+17.1%	1.624%
2/10/2025	Connor Clark & Lunn Investment Management Ltd.	60,048	$1.86M	0.0%	+423.4%	0.355%
2/6/2025	Raymond James Financial Inc.	18,716	$0.58M	0.0%	N/A	0.111%
2/6/2025	Proficio Capital Partners LLC	29,586	$0.92M	0.0%	N/A	0.175%
2/6/2025	Victory Capital Management Inc.	34,200	$1.06M	0.0%	+7.4%	0.202%
2/6/2025	Charles Schwab Investment Management Inc.	44,448	$1.38M	0.0%	+1.3%	0.263%
2/5/2025	Private Capital Management LLC	557,745	$16.25M	3.2%	-2.6%	3.294%
2/5/2025	Proficio Capital Partners LLC	29,586	$0.92M	0.0%	N/A	0.175%
2/4/2025	Bank of New York Mellon Corp	77,745	$2.41M	0.0%	-7.5%	0.459%
2/3/2025	Pinnacle Financial Partners Inc	21,763	$0.67M	0.0%	-40.8%	0.129%
1/30/2025	Stieven Capital Advisors L.P.	150,234	$4.65M	0.8%	-2.5%	0.887%
1/29/2025	Equitable Trust Co.	14,700	$0.46M	0.0%	-11.0%	0.087%
1/28/2025	Empowered Funds LLC	70,677	$2.19M	0.0%	+5.0%	0.417%
1/27/2025	Welch Group LLC	6,499	$0.20M	0.0%	N/A	0.038%
1/23/2025	Ridgepath Capital Management LLC	6,526	$0.20M	0.1%	N/A	0.039%
1/22/2025	Stonegate Investment Group LLC	11,342	$0.35M	0.0%	N/A	0.067%
1/21/2025	Geneos Wealth Management Inc.	6,210	$0.19M	0.0%	N/A	0.037%
1/21/2025	RFG Advisory LLC	10,000	$0.31M	0.0%	N/A	0.059%
1/17/2025	Inspire Investing LLC	12,871	$0.40M	0.0%	-9.7%	0.076%
1/17/2025	SG Americas Securities LLC	7,292	$0.23M	0.0%	+32.1%	0.043%
12/26/2024	JPMorgan Chase & Co.	32,756	$0.96M	0.0%	-9.4%	0.194%
11/19/2024	Barclays PLC	22,848	$0.67M	0.0%	+78.6%	0.135%
11/16/2024	Geode Capital Management LLC	335,501	$9.78M	0.0%	+0.4%	1.982%
11/15/2024	Barclays PLC	22,848	$0.67M	0.0%	+78.6%	0.135%
11/15/2024	XTX Topco Ltd	9,333	$0.27M	0.0%	N/A	0.055%
11/15/2024	Jane Street Group LLC	14,925	$0.44M	0.0%	+6.9%	0.088%
11/15/2024	Wellington Management Group LLP	340,418	$9.92M	0.0%	+69.0%	2.011%
11/15/2024	State Street Corp	336,147	$9.80M	0.0%	+3.3%	1.986%
11/15/2024	Jacobs Levy Equity Management Inc.	7,770	$0.23M	0.0%	N/A	0.046%
11/15/2024	Banc Funds Co. LLC	514,713	$15M	1.6%	-8.2%	3.040%
11/14/2024	Captrust Financial Advisors	31,939	$0.93M	0.0%	-2.4%	0.189%
11/14/2024	Martingale Asset Management L P	29,386	$0.86M	0.0%	-14.4%	0.174%
11/14/2024	Cravens & Co Advisors LLC	451,492	$13.16M	10.2%	-30.1%	2.668%
11/13/2024	BNP Paribas Financial Markets	3,499	$0.10M	0.0%	-83.1%	0.021%
11/9/2024	Foundry Partners LLC	184,555	$5.38M	0.3%	+23.9%	1.091%
11/8/2024	Connor Clark & Lunn Investment Management Ltd.	11,472	$0.33M	0.0%	N/A	0.068%
11/7/2024	CAP Partners LLC	7,910	$0.23M	0.2%	N/A	0.047%
11/7/2024	Stieven Capital Advisors L.P.	154,134	$4.49M	0.8%	N/A	0.911%
11/6/2024	Empowered Funds LLC	67,287	$1.96M	0.0%	+5.2%	0.398%
11/6/2024	Curi RMB Capital LLC	26,469	$0.77M	0.0%	-60.5%	0.156%
11/6/2024	Huntington National Bank	1,396	$41K	0.0%	+5,269.2%	0.008%
11/5/2024	Victory Capital Management Inc.	31,849	$0.93M	0.0%	+4.4%	0.188%
11/1/2024	Rather & Kittrell Inc.	22,028	$0.64M	0.2%	N/A	0.130%
10/11/2024	Creative Planning	13,519	$0.39M	0.0%	N/A	0.080%
10/10/2024	Inspire Investing LLC	14,252	$0.42M	0.0%	N/A	0.084%
10/3/2024	SG Americas Securities LLC	5,521	$0.16M	0.0%	N/A	0.032%
8/30/2024	Mendon Capital Advisors Corp	66,990	$1.59M	1.3%	+5,760.9%	0.393%
8/15/2024	Deprince Race & Zollo Inc.	200,565	$4.75M	0.1%	+2.2%	1.175%
8/15/2024	Elizabeth Park Capital Advisors Ltd.	127,649	$3.02M	2.6%	-13.5%	0.748%
8/9/2024	Renaissance Technologies LLC	140,274	$3.32M	0.0%	+1.1%	0.822%
8/9/2024	Dimensional Fund Advisors LP	699,794	$16.56M	0.0%	+5.3%	4.101%
8/8/2024	American Century Companies Inc.	183,751	$4.35M	0.0%	+16.9%	1.077%
8/6/2024	Acadian Asset Management LLC	54,574	$1.29M	0.0%	+320.7%	0.320%

Data available starting January 2016

See Full Table

SmartFinancial, Inc. operates as the bank holding company for SmartBank that provides various financial services to individuals and corporate customers in Tennessee, Alabama, and Florida. It operates through Commercial Real Estate, Consumer Real Estate, Construction and Land Development, Commercial and Industrial, Leases, and Consumer and Other segments. The company offers noninterest-bearing and interest-bearing checking, interest-bearing demand, savings, money market, time deposit, individual retirement accounts, as well as certificates of deposit. It also provides commercial and residential real estate, consumer real estate, and construction and land development loans; commercial and financial loans and leases; commercial business and mortgage loans; and direct consumer installment, educational, agriculture, and other revolving credit loans; equipment financing, heavy equipment, semis, and trailers loans and leases to small and mid-size companies; letters of credit; and overdraft facilities. In addition, the company offers wealth management, insurance, mortgage origination, and internet and mobile banking services. SmartFinancial, Inc. is headquartered in Knoxville, Tennessee.

Today's Range

Now: $27.08

$26.74

$27.50

50 Day Range

MA: $32.37

$27.07

$36.82

52 Week Range

Now: $27.08

$19.00

$37.72

Volume

55,210 shs

Average Volume

52,458 shs

Market Capitalization

$460.90 million

P/E Ratio

12.66

Dividend Yield

1.18%

Beta

0.59

Who are the company insiders with the largest holdings of SmartFinancial?: SmartFinancial's top insider shareholders include:
David Austin Ogle (Director)
William Young Jr Carroll (CEO)
Geoffrey Alan Wolpert (Director)
Wesley Miller Welborn (Chairman)
Keith Edward Whaley (Director)
John M Presley (Director)
Gary Wayne Petty Jr (EVP)
Rhett D Jordan (EVP)
Learn More about top insider investors at SmartFinancial.
Who are the major institutional investors of SmartFinancial?: SmartFinancial's top institutional investors include:
Lbmc Investment Advisors LLC — 0.26%
Rhumbline Advisers — 0.14%
GAMMA Investing LLC — 0.01%
Learn More about top institutional investors of SmartFinancial stock.
Which major investors are selling SmartFinancial stock?: In the last quarter, SMBK stock was sold by these institutional investors:
Rhumbline Advisers
Lbmc Investment Advisors LLC
During the last year, company insiders that have sold SmartFinancial company stock include:
David Austin Ogle (Director)
William Young Jr Carroll (CEO)
Learn More investors selling SmartFinancial stock.
Which major investors are buying SmartFinancial stock?: Within the last quarter, SMBK stock was purchased by institutional investors including:
GAMMA Investing LLC
During the previous year, these company insiders have bought SmartFinancial stock:
David Austin Ogle (Director)
William Young Jr Carroll (CEO)
Geoffrey Alan Wolpert (Director)
Wesley Miller Welborn (Chairman)
Keith Edward Whaley (Director)
Learn More investors buying SmartFinancial stock.