undamentalytics Newsletter

Smartfinancial Inc. insider trading

Every open-market purchase and sale by Smartfinancial Inc.'s officers, directors and largest shareholders since November 4, 2021, and what the share price did next.

Insider purchase Insider sale Marker size reflects trade value. Weekly closes adjusted for splits; may be delayed.
Smartfinancial Inc. insider open-market trades
DateInsiderTrade SharesPriceValue 1M after 3M after 6M after

From insiders' Form 4 filings with the SEC: open-market purchases and sales only (awards, option exercises and shares withheld for tax are excluded), combined to one line per insider per day. "Plan" marks trades the filing says were made under a pre-set Rule 10b5-1 trading plan, which are scheduled in advance. Price changes run from the close on the trade date; hover a figure for the change relative to the S&P 500. Past moves don't predict future ones.

Does following Smartfinancial Inc.’s insiders pay?

From February 22, 2010 to October 26, 2026, 31 insiders reported 65 open-market purchases and 30 sales not made under a pre-set plan in Smartfinancial Inc. Twelve months after each purchase was reported, the shares were −9.7% against the S&P 500 on average (median −14.4%), over 42 purchases with a full year of prices; 24% beat the index. After sales, the shares moved −5.8% against the index over 12 months (a negative figure means selling was the right call). Buying each purchase the day after it was reported, an equal amount each, held 12 months or until that insider reported a sale, would have turned $10,000 on October 19, 2015 into $31,107 by November 2, 2026, +10.9% a year. It held shares 90% of the time; the S&P 500 on those same days, with Treasury bills otherwise, made $51,216 (+16.0% a year), and held throughout $44,495 (+14.5%).

$0$20.0k$40.0k 201520172019202120232025 $51.2k$44.5k$31.1k
Copying Smartfinancial Inc.'s insidersS&P 500, same days investedS&P 500, held throughout $10,000 copying every open-market purchase by Smartfinancial Inc.'s insiders from October 19, 2015, before costs and taxes, marked weekly. Uninvested money earns the Treasury bill rate; the portfolio held shares 90% of the time.
Smartfinancial Inc.: each insider's record
InsiderRolePurchases12 months after their purchasesBeat the S&P 500Sales12 months after their salesLatest report
Welborn Wesley Miller CHAIRMAN OF THE BOARD 15 −2.0% (10) 40% 0 — February 10, 2026
Presley John M Director 0 — — 10 −3.3% (10) December 10, 2024
Jordan Rhett D. EVP & CHIEF CREDIT OFFICER 0 — — 7 −5.3% (3) September 14, 2026
Miller Ted Charles Director 6 −12.9% (6) 17% 0 — May 15, 2023
Tucker Steven B. Director 3 −14.0% (3) 0% 3 −14.0% (1) October 26, 2026
Ogle David Austin Director 5 −3.0% (5) 40% 0 — May 8, 2023
Berke Monique Director 4 −17.6% (3) 33% 0 — May 10, 2019
Hughes Nathaniel F EVP & Investment Officer 4 +0.2% (1) 100% 0 — October 16, 2015
Miller Clifton N Director 1 −9.7% (1) 0% 3 −10.6% (3) May 28, 2020
Ackermann Cathy G Director 3 −43.1% (2) 0% 0 — June 4, 2026
Barrett Victor Lynn Director 2 −6.6% (1) 0% 0 — June 10, 2026
Carroll William Young JR. PRESIDENT AND CEO 1 −18.0% (1) 0% 1 −23.9% (1) May 4, 2023
Carroll William Young SR. Vice-Chairman 1 −4.4% (1) 0% 1 −23.9% (1) March 13, 2020
Coxwell John H Sr EVP & COO 1 — — 1 +24.7% (1) September 26, 2016
Johnson C Bryan Chief Financial Officer 2 −13.4% (2) 0% 0 — November 5, 2018
Payne Doyce G Md Director 2 — — 0 — September 1, 2015
Shomaker Kelli D Director 2 — — 0 — May 4, 2026
Watson Robert B Executive 2 — — 0 — September 1, 2015
Whaley Keith Edward Director 2 −13.0% (2) 0% 0 — May 9, 2023
Wicks James Beaumont Director 2 −17.4% (2) 0% 0 — September 6, 2018
Davis Gregory L. Chief Lending Officer and EVP 0 — — 1 −23.9% (1) February 1, 2017
Driver B Kenneth Director 1 — — 0 — October 29, 2010
Fillauer Karl Director 1 — — 0 — October 29, 2010
Fussell David Director 1 — — 0 — February 16, 2011
Gorczynski Ronald J Chief Financial Officer & EVP 1 +27.0% (1) 100% 0 — May 18, 2020
Kuhn Robert Wade JR. Regional President - SmartBank 0 — — 1 −15.8% (1) September 10, 2018
Levine Lawrence D Director 1 — — 0 — February 16, 2011
Mcdonald Frank S Director 1 — — 0 — October 29, 2010
Petty Gary Wayne Jr EVP & CHIEF RISK OFFICER 0 — — 1 +36.7% (1) March 6, 2024
Wolpert Geoffrey Alan Director 1 −15.6% (1) 0% 0 — May 15, 2023
Yoder William L Chief Banking&Deposit Officer 0 — — 1 −18.3% (1) September 7, 2018

Moves are the shares’ return including dividends minus the S&P 500’s, from the close on the first trading day after each report; the number of trades with a finished 12-month window is in brackets. Green means the trade went the insider’s way (a purchase ahead of the index, a sale followed by the shares trailing it). A trade reported both by a director or officer and by a fund or company they are linked to counts once here, under the person. Purchases count only where the share price actually traded was at least $5. These figures describe what the shares did, not why anyone traded. Insiders across all companies.

When several insiders traded Smartfinancial Inc.

Months when 2 or more insiders became net buyers, or 3 or more net sellers, of Smartfinancial Inc. in reports dated in the 91 days before the month end, and how the stock did against the S&P 500 from that month end. After the 8 buying crowds with six months of prices, it averaged −8.2% against the index. After 2 selling crowds, −2.2%. One company's history is too short to judge by; the test across every company is the better guide.

MonthCrowd3 months on, vs S&P 5006 months12 months
June 30, 20263 buying+3.2%not yetnot yet
February 27, 20262 buying−4.0%+17.4%not yet
January 31, 20253 selling−6.7%−9.6%+5.2%
May 31, 20236 buying+0.8%−5.8%−16.8%
January 31, 20232 buying−27.3%−17.6%−35.8%
March 31, 20204 buying−13.4%−40.1%−12.0%
October 31, 20184 buying−6.1%−4.5%−9.7%
March 29, 20186 buying+6.4%−11.5%−29.0%
August 31, 20172 buying−11.4%−15.8%−13.0%
February 28, 20173 selling+8.6%+5.2%−13.8%
September 30, 20153 buying−2.4%+12.5%−7.3%

Colours show whether the crowd was right: green when buyers were followed by a rise above the index, or sellers by a fall below it. Total returns from the month end; past patterns are not a forecast.

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