As of April 28, 2026, the three largest insider holders of SMID are Rodney I Smith (Director, 636.47K shares), Rodney I Smith (Chairman, Ceo And President, 534.50K shares), Ashley B Smith (Chief Executive Officer, 177.69K shares).
| Holder | Position | Shares (Direct) | Shares (Indirect) | Report Date |
|---|---|---|---|---|
| Rodney I Smith | - | 636,469 | 0 | 22 Jul, 2021 |
| Rodney I Smith | Chairman, Ceo And President | 534,499 | 0 | 25 Aug, 2025 |
| Ashley B Smith | Chief Executive Officer | 177,689 | 0 | 12 Dec, 2024 |
| Wesley A Taylor | Vice President | 28,900 | 0 | 18 Dec, 2023 |
| Adam Jay Krick | Chief Financial Officer | 10,536 | 0 | 12 Dec, 2022 |
| Matthew I Smith | - | 10,206 | 0 | 03 Jun, 2024 |
| Richard Gerhardt | - | 7,206 | 0 | 23 Dec, 2025 |
| James Russell Bruner | - | 7,008 | 0 | 23 Dec, 2025 |
| De Water Read Van | - | 414 | 0 | 19 Dec, 2025 |
| Dominic L Hunter | Chief Financial Officer | 408 | 0 | 05 Jan, 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 |
|---|---|---|---|---|---|---|---|---|
| 05 Jan, 2026 | Dominic L Hunter | Common Stock | A | 408 | $0.00 | 408 | D | A |
| 19 Dec, 2025 | James Russell Bruner | Common Stock | A | 414 | $0.00 | 7,008 | D | A |
| 19 Dec, 2025 | Richard Gerhardt | Common Stock | A | 414 | $0.00 | 7,206 | D | A |
| 19 Dec, 2025 | De Water Read Van | Common Stock | A | 414 | $0.00 | 414 | D | A |
| 24 Nov, 2025 | Richard Gerhardt | Common Stock | D | 666 | $33.26 | 5,137 | D | S |
| 22 Aug, 2025 | Rodney I Smith | Common Stock | D | 13,656 | $41.36 | 534,499 | D | S |
| 19 Aug, 2025 | Rodney I Smith | Common Stock | D | 54 | $42.76 | 549,445 | D | S |
| 20 Aug, 2025 | James Russell Bruner | Common Stock | D | 6,000 | $39.06 | 6,594 | D | S |
| 21 Aug, 2025 | Rodney I Smith | Common Stock | D | 1,290 | $40.00 | 548,155 | D | S |
| 10 Dec, 2024 | Ashley B Smith | Common Stock | D | 10,000 | $0.00 | 177,689 | D | G |
| 14 Jun, 2024 | Richard Gerhardt | Common Stock | D | 1,334 | $36.50 | 5,797 | D | S |
| 30 May, 2024 | Matthew I Smith | Common Stock | A | 6,485 | $0.00 | 12,363 | D | A |
| 30 May, 2024 | Ashley B Smith | Common Stock | A | 15,077 | $0.00 | 210,703 | D | A |
| 30 May, 2024 | Ashley B Smith | Common Stock | D | 5,016 | $37.12 | 205,687 | D | F |
| 30 May, 2024 | Matthew I Smith | Common Stock | D | 2,157 | $37.12 | 10,206 | D | F |
| 14 Dec, 2023 | Wesley A Taylor | Common Stock | A | 423 | $0.00 | 28,900 | D | A |
| 14 Dec, 2023 | Richard Gerhardt | Common Stock | A | 423 | $0.00 | 7,131 | D | A |
| 14 Dec, 2023 | James Russell Bruner | Common Stock | A | 423 | $0.00 | 12,594 | D | A |
| 14 Dec, 2023 | Rodney I Smith | Common Stock | D | 40,000 | $0.00 | 549,499 | D | G |
| 07 Jun, 2023 | Wesley A Taylor | Common Stock | D | 1,300 | $17.44 | 32,177 | D | S |