SMBC's three largest insider shareholders as of September 09, 2026 are Todd E. Hensley (Director, 549.34K shares), Todd E. Hensley (Director, 538.04K shares), William E Young (Director, 357.37K shares).
| # | Insider | Position | Direct | Indirect | Total | Share of Insiders | Last Filed |
|---|---|---|---|---|---|---|---|
| 1 | Todd E. Hensley | Director | 1,087,380 | 0 | 1,087,380 | 53.6% | 26 Feb, 2026 |
| 2 | Greg A Steffens | Chairman/Ceo | 219,258 | 0 | 219,258 | 10.8% | 26 Feb, 2026 |
| 3 | Sammy A Schalk | Director | 178,610 | 0 | 178,610 | 8.8% | 20 Feb, 2025 |
| 4 | David J Tooley | Director | 102,300 | 0 | 102,300 | 5.0% | 26 Feb, 2026 |
| 5 | William E Young | Other | 500 | 93,552 | 94,052 | 4.6% | 21 Nov, 2025 |
| 6 | Douglas Bagby | Director | 70,520 | 0 | 70,520 | 3.5% | 08 May, 2026 |
| 7 | Kimberly A Capps | Evp Chief Retail Officer | 70,366 | 0 | 70,366 | 3.5% | 26 Feb, 2026 |
| 8 | Matthew T Funke | President/Chief Admin Officer | 46,400 | 0 | 46,400 | 2.3% | 26 Feb, 2026 |
| 9 | Rebecca J Brooks | Director | 30,500 | 10,000 | 40,500 | 2.0% | 20 May, 2026 |
| 10 | Lora Lee Daves | Evp Chief Financial Officer | 30,879 | 0 | 30,879 | 1.5% | 17 Jul, 2023 |
| 11 | Justin Cox | Evp Regional President | 17,525 | 0 | 17,525 | 0.9% | 26 Feb, 2026 |
| 12 | Mark E Hecker | Evp Chief Credit Officer | 7,896 | 8,130 | 16,026 | 0.8% | 20 Aug, 2026 |
| 13 | Charles R Love | Director | 15,220 | 0 | 15,220 | 0.8% | 04 Mar, 2026 |
| 14 | Dennis C Robison | Director | 8,099 | 0 | 8,099 | 0.4% | 26 Feb, 2026 |
| 15 | Jane Butler | Svp/Chief Accounting Officer | 5,625 | 0 | 5,625 | 0.3% | 26 Feb, 2026 |
| 16 | Richard Windes | Evp Chief Lending Officer | 5,375 | 0 | 5,375 | 0.3% | 09 Jun, 2026 |
| 17 | Stefan Chkautovich | Chief Financial Officer | 4,225 | 0 | 4,225 | 0.2% | 26 Feb, 2026 |
| 18 | Martin Weishaar | Evp Chief Legal Officer | 4,100 | 0 | 4,100 | 0.2% | 23 Feb, 2023 |
| 19 | David L Mcclain | Director | 2,842 | 0 | 2,842 | 0.1% | 26 Feb, 2026 |
| 20 | Daniel Patrick Mccoy | Director | 2,400 | 0 | 2,400 | 0.1% | 26 Feb, 2026 |
| 21 | Daniel Lee Jones | Director | 2,300 | 0 | 2,300 | 0.1% | 26 Feb, 2026 |
| 22 | Lance K Greunke | Executive Vice President | 2,100 | 0 | 2,100 | 0.1% | 26 Feb, 2026 |
| 23 | Brett Dorton | Evp Chief Strategies Officer | 1,060 | 0 | 1,060 | 0.1% | 29 Jul, 2025 |
| 24 | Kenneth J Bower | Director | 400 | 0 | 400 | 0.0% | 26 Feb, 2026 |
Each row is that insider’s most recently reported position, from Form 4 filings over the last 60 months — which is why this total does not tie to the quarterly series above, where a quarter counts only the insiders who filed in it. Shares held through a fund or institutional portfolio are counted on the institutional ownership page instead.
| Date | Insider | Position | Transaction | Shares | Price | Value | Shares Held After | Ownership |
|---|---|---|---|---|---|---|---|---|
| 18 Aug, 2026 | Mark E Hecker | Evp Chief Credit Officer | Disposed S | 1,600 | $75.49 | $120.78K | 9,030 | Indirect |
| 18 Aug, 2026 | Mark E Hecker | Evp Chief Credit Officer | Disposed S | 900 | $75.61 | $68.05K | 8,130 | Indirect |
| 18 Aug, 2026 | Mark E Hecker | Evp Chief Credit Officer | Disposed S | 185 | $75.51 | $13.97K | 0 | Indirect |
| 29 Jul, 2026 | Mark E Hecker | Evp Chief Credit Officer | Acquired M | 2,000 | $37.31 | $74.62K | 9,895 | Direct |
| 29 Jul, 2026 | Mark E Hecker | Evp Chief Credit Officer | Acquired M | 2,000 | $34.35 | $68.70K | 11,895 | Direct |
| 29 Jul, 2026 | Mark E Hecker | Evp Chief Credit Officer | Disposed D | 1,830 | $78.31 | $143.31K | 10,065 | Direct |
| 29 Jul, 2026 | Mark E Hecker | Evp Chief Credit Officer | Disposed M | 2,000 | $34.35 | $68.70K | 0 | Direct |
| 29 Jul, 2026 | Mark E Hecker | Evp Chief Credit Officer | Disposed M | 2,000 | $37.31 | $74.62K | 0 | Direct |
| 05 Jun, 2026 | Richard Windes | Evp Chief Lending Officer | Disposed S | 2,000 | $69.70 | $139.40K | 5,375 | Direct |
| 27 May, 2026 | Richard Windes | Evp Chief Lending Officer | Acquired M | 2,000 | $37.40 | $74.80K | 7,375 | Direct |
| 27 May, 2026 | Richard Windes | Evp Chief Lending Officer | Disposed M | 2,000 | $37.40 | $74.80K | 0 | Direct |
| 21 May, 2026 | Richard Windes | Evp Chief Lending Officer | Disposed S | 2,000 | $68.47 | $136.95K | 5,375 | Direct |
| 13 May, 2026 | Rebecca J Brooks | Director | Disposed J | 20,000 | $0.00 | $0 | 0 | Indirect |
| 13 May, 2026 | Rebecca J Brooks | Director | Acquired J | 10,000 | $0.00 | $0 | 10,000 | Indirect |
| 11 May, 2026 | Mark E Hecker | Evp Chief Credit Officer | Acquired W | 1,221 | $0.00 | $0 | 7,896 | Direct |
| 06 May, 2026 | Douglas Bagby | Director | Disposed S | 580 | $68.90 | $39.96K | 21,220 | Direct |
| 01 May, 2026 | Richard Windes | Evp Chief Lending Officer | Acquired M | 2,000 | $34.35 | $68.70K | 7,375 | Direct |
| 01 May, 2026 | Richard Windes | Evp Chief Lending Officer | Disposed M | 2,000 | $34.35 | $68.70K | 0 | Direct |
| 04 Mar, 2026 | Charles R Love | Director | Disposed S | 580 | $64.00 | $37.12K | 15,220 | Direct |
| 24 Feb, 2026 | David J Tooley | Director | Acquired A | 400 | $0.00 | $0 | 51,800 | Direct |