Smartfinancial's top three insider shareholders as of April 11, 2026 are Ottis H Phillips (Director, 229.80K shares), David Austin Ogle (Director, 197.45K shares), Victor Lynn Barrett (Director, 148.72K shares).
| Holder | Position | Shares (Direct) | Shares (Indirect) | Report Date |
|---|---|---|---|---|
| Ottis H Phillips | - | 229,800 | 0 | 30 Jan, 2023 |
| David Austin Ogle | - | 197,451 | 0 | 30 Jan, 2026 |
| Victor Lynn Barrett | - | 148,724 | 0 | 30 Jan, 2026 |
| Ted Charles Miller | - | 142,764 | 0 | 17 Jan, 2025 |
| William Young Jr. Carroll | President And Ceo | 133,094 | 0 | 11 Mar, 2026 |
| Geoffrey Alan Wolpert | - | 0 | 110,491 | 14 Jun, 2023 |
| Geoffrey Alan Wolpert | - | 100,376 | 0 | 30 Jan, 2026 |
| Wesley Miller Welborn | Chairman Of The Board | 100,010 | 0 | 11 Mar, 2026 |
| Keith Edward Whaley | - | 87,369 | 0 | 30 Jan, 2026 |
| Steven B. Tucker | - | 50,722 | 0 | 30 Jan, 2026 |
| William Young Jr. Carroll | President And Ceo | 0 | 42,666 | 05 May, 2023 |
| Gregory L. Davis | Evp Chief Lending Officer | 38,215 | 0 | 02 Oct, 2023 |
| Ronald J Gorczynski | Evp Chief Financial Officer | 24,729 | 0 | 11 Mar, 2026 |
| Gary Wayne Jr Petty | Evp Chief Risk Officer | 18,565 | 0 | 06 Jan, 2025 |
| Cathy G Ackermann | - | 16,831 | 0 | 30 Jan, 2026 |
| Monique Berke | - | 13,136 | 0 | 27 May, 2022 |
| Rhett D. Jordan | Evp Chief Credit Officer | 12,702 | 0 | 11 Mar, 2026 |
| Rebecca C Boyd | Cpo Chief People Officer | 12,342 | 0 | 11 Mar, 2026 |
| Cynthia A Cain | Cao Chief Accounting Officer | 12,214 | 0 | 11 Mar, 2026 |
| Gary Wayne Jr Petty | Evp Chief Risk Officer | 10,052 | 0 | 17 Dec, 2021 |
| Victor Lynn Barrett | - | 0 | 9,126 | 02 Feb, 2023 |
| Gary Wayne Jr Petty | Evp Chief Risk Officer | 8,052 | 0 | 17 Dec, 2021 |
| Martin E Schrodt | Evp, Chief Banking Officer | 7,251 | 0 | 11 Mar, 2026 |
| John M Presley | - | 3,960 | 0 | 02 Feb, 2024 |
| Jarrod M Trumpp | Chief Risk Officer | 2,990 | 0 | 11 Mar, 2026 |
| Kelli D Shomaker | - | 1,830 | 0 | 30 Jan, 2026 |
| Geoffrey Alan Wolpert | - | 0 | 497 | 06 Jan, 2022 |
* Please note that the shares above only reflect shares from the fund portfolio and the institutional portfolio. Shares from the personal portfolio are excluded from this Institutional Ownership Page. See these insiders' latest transactions here on Insider Page.
| Transaction Date | Insider Name | Security Class | Transaction Type | Shares Traded | Price | Shares Remaining | Ownership | Code |
|---|---|---|---|---|---|---|---|---|
| 10 Mar, 2026 | William Young Jr. Carroll | Common Stock | A | 9,450 | $0.00 | 133,094 | D | A |
| 10 Mar, 2026 | Ronald J Gorczynski | Common Stock | A | 3,752 | $0.00 | 24,729 | D | A |
| 10 Mar, 2026 | Wesley Miller Welborn | Common Stock | A | 3,542 | $0.00 | 100,010 | D | A |
| 10 Mar, 2026 | Martin E Schrodt | Common Stock | A | 1,998 | $0.00 | 7,251 | D | A |
| 10 Mar, 2026 | Jarrod M Trumpp | Common Stock | A | 990 | $0.00 | 2,990 | D | A |
| 10 Mar, 2026 | Cynthia A Cain | Common Stock | A | 2,052 | $0.00 | 12,214 | D | A |
| 10 Mar, 2026 | Rebecca C Boyd | Common Stock | A | 1,913 | $0.00 | 12,342 | D | A |
| 10 Mar, 2026 | Rhett D. Jordan | Common Stock | A | 3,414 | $0.00 | 12,702 | D | A |
| 09 Feb, 2026 | Wesley Miller Welborn | Common Stock | A | 835 | $43.13 | 96,468 | D | P |
| 29 Jan, 2026 | Victor Lynn Barrett | Common Stock | A | 808 | $0.00 | 148,724 | D | A |
| 29 Jan, 2026 | David Austin Ogle | Common Stock | A | 808 | $0.00 | 197,451 | D | A |
| 29 Jan, 2026 | Steven B. Tucker | Common Stock | A | 808 | $0.00 | 50,722 | D | A |
| 29 Jan, 2026 | Cathy G Ackermann | Common Stock | A | 808 | $0.00 | 16,831 | D | A |
| 29 Jan, 2026 | Keith Edward Whaley | Common Stock | A | 808 | $0.00 | 87,369 | D | A |
| 29 Jan, 2026 | Kelli D Shomaker | Common Stock | A | 808 | $0.00 | 1,830 | D | A |
| 29 Jan, 2026 | Geoffrey Alan Wolpert | Common Stock | A | 808 | $0.00 | 100,376 | D | A |
| 27 Jan, 2026 | Kelli D Shomaker | Common Stock | A | 255 | $39.38 | 1,022 | D | P |
| 01 Jan, 2026 | Rebecca C Boyd | Common Stock | D | 445 | $36.99 | 10,408 | D | F |
| 01 Jan, 2026 | William Young Jr. Carroll | Common Stock | D | 1,807 | $36.99 | 123,644 | D | F |
| 01 Jan, 2026 | Rhett D. Jordan | Common Stock | D | 816 | $36.99 | 9,288 | D | F |