Over the 90-day window ending January 21, 2026, Smartfinancial's three dominant insider ownership positions are held by Director Ottis H Phillips (229.80K shares), Director David Austin Ogle (195.12K shares), President And Ceo William Young Jr. Carroll (166.31K shares).
| Holder | Position | Shares | Report Date |
|---|---|---|---|
| Ottis H Phillips | 229,800 | 30 Jan, 2023 | |
| David Austin Ogle | 195,123 | 21 Jan, 2025 | |
| William Young Jr. Carroll | President And Ceo | 166,310 | 02 Jan, 2026 |
| Victor Lynn Barrett | 157,042 | 17 Jan, 2025 | |
| Ted Charles Miller | 142,764 | 17 Jan, 2025 | |
| Wesley Miller Welborn | Chairman Of The Board | 109,800 | 02 Jan, 2026 |
| Geoffrey Alan Wolpert | 94,438 | 15 May, 2023 | |
| Keith Edward Whaley | 86,561 | 17 Jan, 2025 | |
| John M Presley | 61,533 | 10 Dec, 2024 | |
| Steven B. Tucker | 49,914 | 11 Dec, 2025 | |
| Gregory L. Davis | Evp & Chief Lending Officer | 38,215 | 02 Oct, 2023 |
| Ronald J Gorczynski | Evp & Chief Financial Officer | 20,936 | 02 Jan, 2026 |
| Gary Wayne Jr Petty | Evp & Chief Risk Officer | 18,565 | 06 Jan, 2025 |
| Cathy G Ackermann | 16,023 | 17 Jan, 2025 | |
| Monique Berke | 13,136 | 27 May, 2022 | |
| Rebecca C Boyd | Cpo Chief People Officer | 10,408 | 02 Jan, 2026 |
| Cynthia A Cain | Cao Chief Accounting Officer | 10,142 | 02 Jan, 2026 |
| Rhett D. Jordan | Evp & Chief Credit Officer | 9,288 | 02 Jan, 2026 |
| Martin E Schrodt | Evp And Chief Banking Officer | 5,207 | 30 Jan, 2025 |
| Jarrod M Trumpp | Chief Risk Officer | 2,000 | 28 Jul, 2025 |
| Kelli D Shomaker | 767 | 24 Jul, 2025 |
* 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 |
|---|---|---|---|---|---|---|---|---|
| 01 Jan, 2026 | Wesley Miller Welborn | Common Stock | D | 1,305 | $36.99 | 95,633 | D | F |
| 01 Jan, 2026 | Ronald J Gorczynski | Common Stock | D | 842 | $36.99 | 20,936 | 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 |
| 01 Jan, 2026 | Cynthia A Cain | Common Stock | D | 445 | $36.99 | 10,142 | D | F |
| 01 Jan, 2026 | Rebecca C Boyd | Common Stock | D | 445 | $36.99 | 10,408 | D | F |
| 10 Dec, 2025 | Steven B. Tucker | - | - | 49,914 | D | |||
| 10 Dec, 2025 | Steven B. Tucker | Common Stock | D | 10,625 | $38.01 | 49,914 | D | S |
| 18 Nov, 2025 | Rhett D. Jordan | Common Stock | D | 250 | $35.00 | 10,104 | D | S |
| 24 Jul, 2025 | Kelli D Shomaker | Common Stock | A | 767 | $0.00 | 767 | D | A |
| 24 Jul, 2025 | Kelli D Shomaker | - | - | 767 | D | |||
| 24 Jul, 2025 | Jarrod M Trumpp | Common Stock | A | 2,000 | $0.00 | 2,000 | D | A |
| 14 Mar, 2025 | William Young Jr. Carroll | Common Stock | D | 471 | $31.68 | 125,451 | D | F |
| 03 Feb, 2025 | Wesley Miller Welborn | Common Stock | A | 1,162 | $34.75 | 96,938 | D | P |
| 29 Jan, 2025 | Wesley Miller Welborn | Common Stock | A | 1,295 | $0.00 | 90,776 | D | A |
| 29 Jan, 2025 | Wesley Miller Welborn | - | - | 90,776 | D | |||
| 29 Jan, 2025 | Wesley Miller Welborn | Common Stock | A | 5,000 | $0.00 | 95,776 | D | A |
| 29 Jan, 2025 | Ronald J Gorczynski | Common Stock | A | 5,000 | $0.00 | 21,598 | D | A |
| 29 Jan, 2025 | Ronald J Gorczynski | Common Stock | A | 1,247 | $0.00 | 16,598 | D | A |
| 29 Jan, 2025 | William Young Jr. Carroll | Common Stock | A | 10,000 | $0.00 | 125,922 | D | A |