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.
| Date | Insider | Trade | Shares | Price | Value | 1M after | 3M after | 6M after |
|---|
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%).
| Insider | Role | Purchases | 12 months after their purchases | Beat the S&P 500 | Sales | 12 months after their sales | Latest 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 |
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.
| Month | Crowd | 3 months on, vs S&P 500 | 6 months | 12 months |
|---|---|---|---|---|
| June 30, 2026 | 3 buying | +3.2% | not yet | not yet |
| February 27, 2026 | 2 buying | −4.0% | +17.4% | not yet |
| January 31, 2025 | 3 selling | −6.7% | −9.6% | +5.2% |
| May 31, 2023 | 6 buying | +0.8% | −5.8% | −16.8% |
| January 31, 2023 | 2 buying | −27.3% | −17.6% | −35.8% |
| March 31, 2020 | 4 buying | −13.4% | −40.1% | −12.0% |
| October 31, 2018 | 4 buying | −6.1% | −4.5% | −9.7% |
| March 29, 2018 | 6 buying | +6.4% | −11.5% | −29.0% |
| August 31, 2017 | 2 buying | −11.4% | −15.8% | −13.0% |
| February 28, 2017 | 3 selling | +8.6% | +5.2% | −13.8% |
| September 30, 2015 | 3 buying | −2.4% | +12.5% | −7.3% |