As of May 23, 2026, Smartfinancial's top three insider holders 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 |
|---|---|---|---|---|
| John M Presley | - | 3,960 | 0 | 02 Feb, 2024 |
| Wesley Miller Welborn | Chairman Of The Board | 100,010 | 0 | 11 Mar, 2026 |
| Gary Wayne Jr Petty | Evp Chief Risk Officer | 18,565 | 0 | 06 Jan, 2025 |
| Ronald J Gorczynski | Evp Chief Financial Officer | 24,729 | 0 | 11 Mar, 2026 |
| Victor Lynn Barrett | - | 148,724 | 0 | 30 Jan, 2026 |
| Keith Edward Whaley | - | 87,369 | 0 | 30 Jan, 2026 |
| Monique Berke | - | 13,136 | 0 | 27 May, 2022 |
| William Young Jr. Carroll | President And Ceo | 133,094 | 0 | 11 Mar, 2026 |
| Ted Charles Miller | - | 142,764 | 0 | 17 Jan, 2025 |
| Geoffrey Alan Wolpert | - | 0 | 110,491 | 14 Jun, 2023 |
| David Austin Ogle | - | 197,451 | 0 | 30 Jan, 2026 |
| Gregory L. Davis | Evp Chief Lending Officer | 38,215 | 0 | 02 Oct, 2023 |
| Rhett D. Jordan | Evp Chief Credit Officer | 12,202 | 0 | 24 Apr, 2026 |
| Steven B. Tucker | - | 50,722 | 0 | 30 Jan, 2026 |
| Ottis H Phillips | - | 229,800 | 0 | 30 Jan, 2023 |
| Cathy G Ackermann | - | 16,831 | 0 | 30 Jan, 2026 |
| Cynthia A Cain | Cao Chief Accounting Officer | 12,214 | 0 | 11 Mar, 2026 |
| Rebecca C Boyd | Cpo Chief People Officer | 12,342 | 0 | 11 Mar, 2026 |
| Martin E Schrodt | Evp, Chief Banking Officer | 7,251 | 0 | 11 Mar, 2026 |
| Kelli D Shomaker | - | 1,830 | 0 | 30 Jan, 2026 |
| Jarrod M Trumpp | Chief Risk Officer | 2,990 | 0 | 11 Mar, 2026 |
* 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 |
|---|---|---|---|---|---|---|---|---|
| 24 Apr, 2026 | Rhett D. Jordan | Common Stock | D | 500 | $41.85 | 12,202 | D | S |
| 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 |
| 10 Mar, 2026 | Wesley Miller Welborn | Common Stock | A | 3,542 | $0.00 | 100,010 | D | A |
| 10 Mar, 2026 | Jarrod M Trumpp | Common Stock | A | 990 | $0.00 | 2,990 | D | A |
| 10 Mar, 2026 | Jarrod M Trumpp | Common Stock | A | 990 | $0.00 | 2,990 | 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 | Wesley Miller Welborn | Common Stock | A | 3,542 | $0.00 | 100,010 | D | A |
| 10 Mar, 2026 | Jarrod M Trumpp | Common Stock | A | 990 | $0.00 | 2,990 | D | A |
| 10 Mar, 2026 | William Young Jr. Carroll | Common Stock | A | 9,450 | $0.00 | 133,094 | D | A |
| 10 Mar, 2026 | Martin E Schrodt | Common Stock | A | 1,998 | $0.00 | 7,251 | D | A |
| 10 Mar, 2026 | Martin E Schrodt | Common Stock | A | 1,998 | $0.00 | 7,251 | D | A |
| 09 Feb, 2026 | Wesley Miller Welborn | Common Stock | A | 835 | $43.13 | 96,468 | D | P |
| 09 Feb, 2026 | Wesley Miller Welborn | Common Stock | A | 835 | $43.13 | 96,468 | D | P |
| 09 Feb, 2026 | Wesley Miller Welborn | Common Stock | A | 835 | $43.13 | 96,468 | D | P |
| 29 Jan, 2026 | Kelli D Shomaker | Common Stock | A | 808 | $0.00 | 1,830 | D | A |
| 29 Jan, 2026 | Kelli D Shomaker | Common Stock | A | 808 | $0.00 | 1,830 | D | A |