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
31 Oct 24	SellUS$179,700	William Young	Individual	3,000	US$59.90
23 Aug 24	SellUS$33,600	Charles Love	Individual	600	US$56.00
16 Aug 24	SellUS$14,004	Brett Dorton	Individual	260	US$53.86
08 Aug 24	SellUS$1,900,404	William Young	Individual	38,917	US$49.42
06 Aug 24	SellUS$986,383	William Young	Individual	20,000	US$49.90
05 Aug 24	SellUS$274,025	William Young	Individual	5,500	US$52.37
02 Aug 24	SellUS$12,547	Brett Dorton	Individual	240	US$52.28
12 Jun 24	SellUS$626,462	William Young	Individual	15,000	US$42.32
14 Mar 24	SellUS$422,608	Sammy Schalk	Individual	10,000	US$44.22
06 Feb 24	BuyUS$7,504	Dennis Robison	Individual	180	US$41.69

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	1,850,065	16.4%
General Public	3,661,060	32.5%
Institutions	5,766,042	51.1%

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

Top Shareholders

Top 25 shareholders own 55.45% of the company

Ownership	Name	Shares	Current Value	Change %	Portfolio %
6.99%	FMR LLC	788,820	US$45.9m	-7.7%	no data
6.7%	BlackRock, Inc.	755,856	US$44.0m	7.21%	no data
5.39%	The Vanguard Group, Inc.	607,826	US$35.4m	2.1%	no data
4.86%	Todd Hensley	548,540	US$31.9m	0%	no data
3.83%	FJ Capital Management, LLC	431,687	US$25.1m	-13%	2.54%
3.36%	Dimensional Fund Advisors LP	379,142	US$22.1m	7.01%	no data
2.57%	Greg Steffens	289,603	US$16.9m	0.25%	no data
2.5%	Daniel Jones	281,424	US$16.4m	0%	no data
2.29%	Manulife Asset Management	258,104	US$15.0m	-2.64%	0.01%
2.07%	Raffles Associates, L.P.	233,047	US$13.6m	-3.82%	15.03%
1.93%	Geode Capital Management, LLC	217,753	US$12.7m	0.98%	no data
1.91%	William Young	215,488	US$12.5m	-1.37%	no data
1.76%	State Street Global Advisors, Inc.	198,201	US$11.5m	3.19%	no data
1.57%	American Century Investment Management Inc	176,830	US$10.3m	21.6%	0.01%
1.09%	Kimberly Capps	123,162	US$7.2m	0%	no data
0.84%	Renaissance Technologies LLC	94,834	US$5.5m	-12%	0.01%
0.83%	Northern Trust Global Investments	93,873	US$5.5m	-0.42%	no data
0.8%	Charles Schwab Investment Management, Inc.	89,957	US$5.2m	148%	no data
0.75%	Sammy Schalk	84,355	US$4.9m	0%	no data
0.7%	Siena Capital Partners GP, LLC	79,314	US$4.6m	0%	1.3%
0.59%	Franklin Resources, Inc.	66,464	US$3.9m	-5.42%	no data
0.58%	Hotchkis and Wiley Capital Management, LLC	65,320	US$3.8m	0%	0.01%
0.54%	ACR Alpine Capital Research, LLC	60,991	US$3.6m	0.22%	0.11%
0.53%	Matthew Funke	60,301	US$3.5m	0.57%	no data
0.47%	Toronto-Dominion Bank, Banking Investments	52,713	US$3.1m	21.6%	no data

Company Analysis and Financial Data Status

Data	Last Updated (UTC time)
Company Analysis	2024/12/20 11:04
End of Day Share Price	2024/12/20 00:00
Earnings	2024/09/30
Annual Earnings	2024/06/30

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 here.

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 .

Analyst Sources

Southern Missouri Bancorp, Inc. is covered by 5 analysts. 3 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
Andrew Liesch	Piper Sandler Companies