As of April 22, 2026, the three largest insider holders of SMG are Partnership, L.P. Hagedorn (Director, 13.90Mn shares), Partnership, L.P. Hagedorn (TenPercentOwner, 13.44Mn shares), Robert Hagedorn (TenPercentOwner, 13.44Mn shares).
| Holder | Position | Shares (Direct) | Shares (Indirect) | Report Date |
|---|---|---|---|---|
| Partnership, L.P. Hagedorn | - | 0 | 13,896,368 | 11 Dec, 2023 |
| Partnership, L.P. Hagedorn | - | 0 | 13,444,724 | 11 Dec, 2024 |
| Robert Hagedorn | - | 0 | 13,444,724 | 11 Dec, 2024 |
| Partnership, L.P. Hagedorn | - | 13,274,274 | 0 | 06 Aug, 2025 |
| Partnership, L.P. Hagedorn | - | 13,167,641 | 0 | 13 Feb, 2026 |
| Michael C Lukemire | President And Coo | 106,437 | 0 | 07 Feb, 2023 |
| James Hagedorn | Chairman Ceo | 88,555 | 0 | 01 Apr, 2026 |
| Nathan Eric Baxter | President And Coo | 66,722 | 0 | 09 Mar, 2026 |
| Christopher Hagedorn | Evp Chief Of Staff | 57,531 | 0 | 09 Mar, 2026 |
| Adam Hanft | - | 45,018 | 0 | 05 Feb, 2026 |
| Ivan C Smith | Evp, Gc And Secretary | 40,079 | 0 | 04 Nov, 2022 |
| Denise Stump | Evp, Global Human Resources | 39,950 | 0 | 12 Sep, 2023 |
| Nathan Eric Baxter | Evp And Coo | 0 | 36,993 | 23 Aug, 2024 |
| Stephen L Johnson | - | 31,245 | 0 | 03 Apr, 2026 |
| Peter E Shumlin | - | 30,846 | 0 | 05 Feb, 2026 |
| Matthew E Garth | Evp, Cfo Chief Admin Officer | 29,179 | 0 | 11 Dec, 2024 |
| David C Evans | Evp And Interim Cfo | 28,060 | 0 | 05 Feb, 2026 |
| John R Vines | - | 25,801 | 0 | 05 Feb, 2025 |
| Cory J Miller | Evp And Cfo | 21,450 | 0 | 06 Jul, 2022 |
| Dimiter Todorov | Evp, Clo Corporate Secretary | 19,014 | 0 | 05 Feb, 2026 |
| Nancy G. Mistretta | - | 17,512 | 0 | 14 Dec, 2023 |
| Julie Demuesy | Svp, Chief Hr Officer | 17,097 | 0 | 07 Feb, 2024 |
| Mark J Scheiwer | Evp, Cfo Cao | 15,372 | 0 | 09 Mar, 2026 |
| Edith Aviles | - | 14,304 | 0 | 05 Feb, 2026 |
| Thomas N Jr Kelly | - | 13,999 | 0 | 13 Feb, 2024 |
| Gerald Volas | - | 11,975 | 0 | 05 Jul, 2023 |
| Mark D Kingdon | - | 11,658 | 0 | 05 Feb, 2026 |
| Brian D Finn | - | 10,521 | 0 | 04 Oct, 2022 |
| Katherine Littlefield Hagedorn | - | 10,211 | 0 | 03 Feb, 2026 |
| James D King | Evp And Cco | 9,760 | 0 | 11 May, 2022 |
| Roberto Candelino | - | 6,614 | 0 | 03 Feb, 2026 |
| Nick Miaritis | - | 6,231 | 0 | 03 Feb, 2026 |
| Austin Scott Miller | - | 4,686 | 0 | 03 Feb, 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 |
|---|---|---|---|---|---|---|---|---|
| 01 Apr, 2026 | Stephen L Johnson | Common Shares | A | 6 | $61.01 | 31,245 | D | A |
| 01 Apr, 2026 | Stephen L Johnson | Common Shares | A | 112 | $61.01 | 31,239 | D | A |
| 30 Mar, 2026 | James Hagedorn | Common Shares | A | 1,720 | - | 89,192 | D | M |
| 30 Mar, 2026 | James Hagedorn | Common Shares | D | 637 | $60.20 | 88,555 | D | F |
| 30 Mar, 2026 | James Hagedorn | Phantom Stock | D | 1,720 | $0.00 | 238,673 | D | M |
| 26 Mar, 2026 | James Hagedorn | Phantom Stock | A | 3,000 | $65.11 | 240,394 | D | A |
| 26 Mar, 2026 | Mark J Scheiwer | Phantom Stock | A | 124 | $65.11 | 1,355 | D | A |
| 06 Mar, 2026 | Mark D Kingdon | Dividend Equivalent Rights | A | 105 | - | 552 | D | A |
| 06 Mar, 2026 | Edith Aviles | Dividend Equivalent Rights | A | 105 | - | 552 | D | A |
| 27 Feb, 2026 | Nathan Eric Baxter | Common Shares | A | 90 | $55.54 | 66,722 | D | J |
| 06 Mar, 2026 | Austin Scott Miller | Dividend Equivalent Rights | A | 48 | - | 81 | D | A |
| 27 Feb, 2026 | Christopher Hagedorn | Common Shares | A | 4 | $55.54 | 57,531 | D | J |
| 06 Mar, 2026 | Peter E Shumlin | Dividend Equivalent Rights | A | 153 | - | 845 | D | A |
| 06 Mar, 2026 | Katherine Littlefield Hagedorn | Dividend Equivalent Rights | A | 33 | - | 33 | D | A |
| 06 Mar, 2026 | Adam Hanft | Dividend Equivalent Rights | A | 105 | - | 552 | D | A |
| 27 Feb, 2026 | Mark J Scheiwer | Common Shares | A | 3 | $55.54 | 15,372 | D | J |
| 06 Mar, 2026 | David C Evans | Dividend Equivalent Rights | A | 105 | - | 552 | D | A |
| 27 Feb, 2026 | James Hagedorn | Common Shares | A | 36 | $55.54 | 87,472 | D | J |
| 06 Mar, 2026 | Roberto Candelino | Dividend Equivalent Rights | A | 68 | - | 218 | D | A |
| 06 Mar, 2026 | Stephen L Johnson | Dividend Equivalent Rights | A | 138 | - | 750 | D | A |