SmartFinancial Ownership

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

Recent Insider Transactions

NYSE:SMBK Recent Insider Transactions by Companies or Individuals
Date	Value	Name	Entity	Shares	Max Price
12 Jun 26	SellUS$18,000	Rhett Jordan	Individual	400	US$45.00
10 Jun 26	BuyUS$131,340	Victor Barrett	Individual	3,000	US$43.78
04 Jun 26	BuyUS$126,360	Cathy Ackermann	Individual	3,000	US$42.12
04 May 26	BuyUS$11,977	Kelli Shomaker	Individual	290	US$41.30
24 Apr 26	SellUS$20,925	Rhett Jordan	Individual	500	US$41.85
09 Feb 26	BuyUS$36,014	Wesley Welborn	Individual	835	US$43.13
27 Jan 26	BuyUS$10,042	Kelli Shomaker	Individual	255	US$39.38
10 Dec 25	SellUS$403,856	Steven Tucker	Individual	10,625	US$38.01
18 Nov 25	SellUS$8,750	Rhett Jordan	Individual	250	US$35.00

Insider Trading Volume

Insider Buying: SMBK insiders have bought more shares than they have sold in the past 3 months.

Ownership Breakdown

What is the ownership structure of SMBK?
Owner Type	Number of Shares	Ownership Percentage
Individual Insiders	1,917,649	11.2%
General Public	4,138,342	24.2%
Institutions	11,042,482	64.6%

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

Top Shareholders

Top 25 shareholders own 51.57% of the company

Ownership	Name	Shares	Current Value	Change %	Portfolio %
7.51%	BlackRock, Inc.	1,284,557	US$57.1m	1.55%	no data
4.89%	Dimensional Fund Advisors LP	836,388	US$37.2m	-0.29%	no data
4%	Kenneth Lehman	684,776	US$30.4m	0%	no data
3.98%	Vanguard Capital Management, LLC	680,417	US$30.2m	0%	no data
3.95%	Wellington Management Group LLP	675,347	US$30.0m	-7.25%	no data
2.58%	State Street Global Advisors, Inc.	440,532	US$19.6m	33.6%	no data
2.5%	Private Capital Management, LLC	428,147	US$19.0m	-9.98%	1.69%
2.17%	American Century Investment Management Inc	371,813	US$16.5m	18.9%	0.01%
2.08%	Geode Capital Management, LLC	355,361	US$15.8m	5.08%	no data
1.66%	Acadian Asset Management LLC	284,179	US$12.6m	14.6%	0.01%
1.4%	David Ogle	238,812	US$10.6m	1.13%	no data
1.31%	First Eagle Investment Management, LLC	224,039	US$10.0m	47.2%	0.01%
1.29%	Cravens & Company Advisors, LLC	220,430	US$9.8m	0%	5.96%
1.27%	Bridgeway Capital Management, LLC	217,984	US$9.7m	-5.4%	0.12%
1.26%	Geoffrey Wolpert	214,842	US$9.5m	0%	no data
1.24%	Benjamin Partners	212,670	US$9.5m	-5.86%	2.46%
1.03%	William Carroll	175,760	US$7.8m	4.55%	no data
1%	C.S. McKee, L.P.	171,175	US$7.6m	-0.61%	0.16%
0.99%	Two Sigma Investments, LP	169,884	US$7.6m	36.3%	0.01%
0.99%	Basswood Capital Management, L.L.C.	169,740	US$7.5m	0%	0.35%
0.94%	Victor Barrett	160,850	US$7.1m	1.9%	no data
0.89%	Renaissance Technologies LLC	152,274	US$6.8m	-14.6%	0.01%
0.88%	AllianceBernstein L.P.	150,854	US$6.7m	-1.97%	no data
0.88%	Banc Funds Company, L.L.C.	150,087	US$6.7m	-25.2%	1.17%
0.86%	Wesley Welborn	147,236	US$6.5m	2.13%	no data

Company Analysis and Financial Data Status

Data	Last Updated (UTC time)
Company Analysis	2026/06/16 23:20
End of Day Share Price	2026/06/16 00:00
Earnings	2026/03/31
Annual Earnings	2025/12/31

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

SmartFinancial, Inc. is covered by 5 analysts. 5 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
Catherine Summerson Mealor	Keefe, Bruyette, & Woods
Stephen Scouten	Piper Sandler Companies
Stephen Moss	Raymond James & Associates