Southern Missouri Bancorp Ownership

Who are the major shareholders and have insiders been buying or selling?

Recent Insider Transactions

NasdaqGM:SMBC Recent Insider Transactions by Companies or Individuals
Date	Value	Name	Entity	Shares	Max Price
29 Jul 25	SellUS$7,319	Brett Dorton	Individual	130	US$56.30
28 Jul 25	SellUS$563,000	William Young	Individual	10,000	US$56.30
05 May 25	SellUS$159,690	William Young	Individual	3,000	US$53.23
14 Mar 25	SellUS$23,985	Brett Dorton	Individual	450	US$53.30
06 Mar 25	SellUS$197,926	Dennis Robison	Individual	3,621	US$54.66
18 Feb 25	SellUS$178,131	William Young	Individual	3,000	US$59.87
30 Jan 25	SellUS$413,560	L. Bagby	Individual	7,000	US$59.08
31 Oct 24	SellUS$179,700	William Young	Individual	3,000	US$59.90

Insider Trading Volume

Insider Buying: SMBC insiders have only sold shares in the past 3 months.

Ownership Breakdown

What is the ownership structure of SMBC?
Owner Type	Number of Shares	Ownership Percentage
Individual Insiders	1,721,813	15.2%
General Public	3,480,550	30.8%
Institutions	6,088,304	53.9%

Dilution of Shares: Shareholders have not been meaningfully diluted in the past year.

Top Shareholders

Top 25 shareholders own 56.07% of the company

Ownership	Name	Shares	Current Value	Change %	Portfolio %
7.65%	FMR LLC	863,643	US$44.6m	-0.03%	no data
6.85%	BlackRock, Inc.	773,927	US$39.9m	0.88%	no data
5.55%	The Vanguard Group, Inc.	626,103	US$32.3m	2.7%	no data
4.86%	Todd Hensley	548,940	US$28.3m	0%	no data
3.79%	Dimensional Fund Advisors LP	428,426	US$22.1m	3.3%	no data
2.57%	Greg Steffens	290,433	US$15.0m	0%	no data
2.51%	FJ Capital Management, LLC	282,942	US$14.6m	-19.6%	1.43%
2.5%	Daniel Jones	281,824	US$14.5m	0%	no data
2.24%	Manulife Asset Management	252,629	US$13.0m	-1.86%	0.01%
2.21%	American Century Investment Management Inc	249,660	US$12.9m	8.6%	0.01%
2.04%	Geode Capital Management, LLC	230,664	US$11.9m	4.91%	no data
2.03%	Raffles Associates, L.P.	229,249	US$11.8m	0%	10.93%
1.88%	State Street Global Advisors, Inc.	212,209	US$10.9m	2.16%	no data
1.1%	Kimberly Capps	124,617	US$6.4m	0%	no data
1.06%	Hotchkis and Wiley Capital Management, LLC	119,190	US$6.1m	10.7%	0.02%
0.97%	Renaissance Technologies LLC	109,634	US$5.7m	9.82%	0.01%
0.91%	William Young	102,291	US$5.3m	-8.96%	no data
0.86%	Northern Trust Global Investments	97,035	US$5.0m	3.15%	no data
0.78%	UBS Asset Management AG	87,887	US$4.5m	546%	no data
0.75%	Sammy Schalk	84,755	US$4.4m	0%	no data
0.7%	Siena Capital Partners GP, LLC	79,314	US$4.1m	0%	1.15%
0.7%	Charles Schwab Investment Management, Inc.	78,472	US$4.0m	-5.96%	no data
0.54%	Matthew Funke	61,472	US$3.2m	0%	no data
0.53%	Bridgeway Capital Management, LLC	60,234	US$3.1m	7.38%	0.05%
0.48%	Putnam LLC	54,717	US$2.8m	-2.84%	no data

Company Analysis and Financial Data Status

Data	Last Updated (UTC time)
Company Analysis	2025/10/03 06:20
End of Day Share Price	2025/10/03 00:00
Earnings	2025/06/30
Annual Earnings	2025/06/30

Data Sources

The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.

Package	Data	Timeframe	Example US Source ^*
Company Financials	10 years	Income statement Cash flow statement Balance sheet	SEC Form 10-K SEC Form 10-Q
Analyst Consensus Estimates	+3 years	Forecast financials Analyst price targets	Analyst Research Reports Blue Matrix
Market Prices	30 years	Stock prices Dividends, Splits and Actions	ICE Market Data SEC Form S-1
Ownership	10 years	Top shareholders Insider trading	SEC Form 4 SEC Form 13D
Management	10 years	Leadership team Board of directors	SEC Form 10-K SEC Form DEF 14A
Key Developments	10 years	Company announcements	SEC Form 8-K

^* Example for US securities, for non-US equivalent regulatory forms and sources are used.

Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more.

Analysis Model and Snowflake

Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.

Learn about the world class team who designed and built the Simply Wall St analysis model.

Industry and Sector Metrics

Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on Github.

Analyst Sources

Southern Missouri Bancorp, Inc. is covered by 5 analysts. 2 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

Analyst	Institution
Christopher McGratty	Keefe, Bruyette, & Woods
Kelly Motta	Keefe, Bruyette, & Woods
Nathan Race	Piper Sandler Companies