SMBK Insider Trading

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Insider Trading History
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About

Insider Ownership Percentage: 7.62%

Insider Buying (Last 12 Months): $40,379.50

Insider Selling (Last 12 Months): $263,671.80

SmartFinancial Insider Trading History Chart

SmartFinancial Share Price & Price History

^$37.36

▼ -0.022 (-0.06%)

As of 12/4/2025 04:59 PM ET

Days: 30 | 90 | 365

SmartFinancial Insider Trading History

Transaction Date	Insider Name	Title	Buy/Sell	Number of Shares	Average Share Price	Total Transaction	Shares Held After Transaction
11/18/2025	Rhett D. Jordan	EVP	Sell	250	$35.00	$8,750.00	10,104
2/3/2025	Wesley Miller Welborn	Chairman	Buy	1,162	$34.75	$40,379.50	96,938
1/27/2025	Rhett D. Jordan	EVP	Sell	350	$35.76	$12,516.00	9,142
12/9/2024	John M Presley	Director	Sell	6,916	$35.05	$242,405.80	3,960
12/4/2024	Rhett D. Jordan	EVP	Sell	200	$35.61	$7,122.00	10,308
11/5/2024	Rhett D. Jordan	EVP	Sell	300	$32.52	$9,756.00	10,508
10/31/2024	Rhett D. Jordan	EVP	Sell	100	$33.16	$3,316.00	10,808
9/12/2024	Rhett D. Jordan	EVP	Sell	70	$28.58	$2,000.60	10,908
8/13/2024	Rhett D. Jordan	EVP	Sell	200	$26.90	$5,380.00	10,978
5/29/2024	John M Presley	Director	Sell	7,500	$22.65	$169,875.00	35,073
5/7/2024	Rhett D. Jordan	EVP	Sell	350	$22.25	$7,787.50	11,428
3/5/2024	Gary Wayne Petty Jr	EVP	Sell	2,394	$21.63	$51,782.22	19,091
2/7/2024	Wesley Miller Welborn	Chairman	Buy	1,000	$21.67	$21,670.00	89,481
11/30/2023	John M Presley	Director	Sell	15,000	$21.34	$320,100.00	42,573
11/20/2023	Rhett D. Jordan	EVP	Sell	400	$21.90	$8,760.00	11,861
10/31/2023	Rhett D. Jordan	EVP	Sell	350	$20.56	$7,196.00	12,261
8/1/2023	Rhett D. Jordan	EVP	Sell	400	$24.90	$9,960.00	13,091
6/12/2023	Geoffrey Alan Wolpert	Director	Buy	350	$22.87	$8,004.50	110,491
5/12/2023	Geoffrey Alan Wolpert	Director	Buy	2,500	$20.01	$50,025.00	93,926
5/8/2023	Keith Edward Whaley	Director	Buy	1,500	$21.34	$32,010.00	84,159
5/4/2023	David Austin Ogle	Director	Buy	2,554	$19.48	$49,751.92	188,545
5/4/2023	Wesley Miller Welborn	Chairman	Buy	2,500	$19.38	$48,450.00	89,069
5/4/2023	William Young Jr. Carroll	CEO	Buy	1,500	$19.34	$29,010.00	113,472
5/1/2023	Wesley Miller Welborn	Chairman	Buy	525	$20.89	$10,967.25	86,569
2/9/2023	Wesley Miller Welborn	Chairman	Buy	159	$27.19	$4,323.21	86,044
1/27/2023	Wesley Miller Welborn	Chairman	Buy	1,284	$26.40	$33,897.60	85,885
12/20/2022	Rhett D. Jordan	EVP	Sell	200	$27.69	$5,538.00	9,592

SEC Filings (Institutional Ownership Changes) for SmartFinancial (NASDAQ:SMBK)

58.78% of SmartFinancial stock is owned by institutions. Institutional ownership can be a sign of analyst confidence in the fundamentals of the stock.

Institutional Buying and Selling by Quarter

SmartFinancial Institutional Trading History

Reporting Date	Hedge Fund	Shares Held	Market Value	% of Portfolio	Quarterly Change in Shares	Ownership in Company
11/17/2025	Kestra Private Wealth Services LLC	6,488	$0.23M	0.0%	N/A	0.038%
11/17/2025	NewEdge Advisors LLC	12,817	$0.46M	0.0%	-3.2%	0.075%
11/17/2025	Virtus Advisers LLC	4,163	$0.15M	0.1%	N/A	0.024%
11/17/2025	Private Capital Management LLC	533,816	$19.07M	1.7%	-0.7%	3.135%
11/17/2025	Qube Research & Technologies Ltd	63,519	$2.27M	0.0%	+134.9%	0.373%
11/17/2025	PMC FIG Opportunities LLC	23,124	$0.83M	1.2%	-59.4%	0.136%
11/17/2025	North Reef Capital Management LP	84,570	$3.02M	0.1%	+83.4%	0.497%
11/17/2025	Millennium Management LLC	38,363	$1.37M	0.0%	-3.8%	0.225%
11/17/2025	MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.	6,679	$0.24M	0.0%	-16.1%	0.039%
11/17/2025	CSM Advisors LLC	171,980	$6.14M	0.2%	-3.2%	1.010%
11/17/2025	Bank of America Corp DE	15,142	$0.54M	0.0%	-11.2%	0.089%
11/17/2025	Boothbay Fund Management LLC	44,391	$1.59M	0.0%	-39.5%	0.261%
11/17/2025	Aquatic Capital Management LLC	1,371	$49K	0.0%	-71.0%	0.008%
11/17/2025	Alliancebernstein L.P.	168,434	$6.02M	0.0%	-8.4%	0.989%
11/14/2025	Creative Planning	23,825	$0.85M	0.0%	+8.8%	0.140%
11/14/2025	Zacks Investment Management	76,990	$2.75M	0.0%	+21.1%	0.452%
11/14/2025	Occudo Quantitative Strategies LP	5,825	$0.21M	0.0%	-5.1%	0.034%
11/14/2025	Bridgeway Capital Management LLC	135,113	$4.83M	0.1%	+5.9%	0.794%
11/14/2025	Wellington Management Group LLP	647,512	$23.14M	0.0%	+11.1%	3.804%
11/13/2025	BNP Paribas Financial Markets	10,029	$0.36M	0.0%	+47.6%	0.059%
11/13/2025	Russell Investments Group Ltd.	94,461	$3.38M	0.0%	+7.9%	0.555%
11/13/2025	First Trust Advisors LP	45,167	$1.61M	0.0%	N/A	0.265%
11/12/2025	Barclays PLC	29,026	$1.04M	0.0%	-4.5%	0.171%
11/12/2025	Dimensional Fund Advisors LP	836,529	$29.89M	0.0%	+1.9%	4.915%
11/12/2025	First Eagle Investment Management LLC	32,000	$1.14M	0.0%	N/A	0.188%
11/12/2025	Victory Capital Management Inc.	28,000	$1M	0.0%	-10.0%	0.165%
11/12/2025	R Squared Ltd	16,831	$0.60M	0.3%	N/A	0.099%
11/12/2025	Intech Investment Management LLC	5,791	$0.21M	0.0%	-25.4%	0.034%
11/10/2025	Equitable Trust Co.	12,345	$0.44M	0.0%	-3.5%	0.073%
11/10/2025	Ameritas Investment Partners Inc.	1,215	$43K	0.0%	-22.3%	0.007%
11/10/2025	Hillsdale Investment Management Inc.	102,681	$3.67M	0.1%	-35.9%	0.603%
11/10/2025	Persistent Asset Partners Ltd	7,485	$0.27M	0.2%	-61.9%	0.044%
11/7/2025	Vanguard Group Inc.	846,978	$30.26M	0.0%	+3.2%	4.976%
11/7/2025	JPMorgan Chase & Co.	65,927	$2.36M	0.0%	-11.1%	0.387%
11/6/2025	Rhumbline Advisers	21,459	$0.77M	0.0%	-3.2%	0.126%
11/3/2025	AlphaQuest LLC	2,836	$0.10M	0.0%	-67.6%	0.017%
11/3/2025	New York State Common Retirement Fund	4,234	$0.15M	0.0%	+19.8%	0.025%
11/3/2025	Federated Hermes Inc.	9,031	$0.32M	0.0%	+7,302.5%	0.053%
10/30/2025	Strs Ohio	16,600	$0.59M	0.0%	-3.5%	0.098%
10/30/2025	Bailard Inc.	20,515	$0.73M	0.0%	+4.1%	0.121%
10/29/2025	Cravens & Co Advisors LLC	220,430	$7.88M	5.4%	-21.2%	1.295%
10/29/2025	Yorktown Management & Research Co Inc	6,750	$0.24M	0.2%	N/A	0.040%
10/23/2025	SG Americas Securities LLC	3,838	$0.14M	0.0%	-17.0%	0.023%
10/22/2025	Geneos Wealth Management Inc.	13,098	$0.47M	0.0%	-29.7%	0.077%
10/20/2025	Tripletail Wealth Management LLC	970	$35K	0.0%	N/A	0.006%
10/17/2025	Deprince Race & Zollo Inc.	115,700	$4.13M	0.1%	-10.5%	0.680%
10/15/2025	CWM LLC	3,160	$0.11M	0.0%	+27.7%	0.019%
10/15/2025	Inspire Investing LLC	12,704	$0.45M	0.0%	+11.0%	0.075%
8/27/2025	Squarepoint Ops LLC	18,527	$0.63M	0.0%	-20.6%	0.109%
8/18/2025	Geneos Wealth Management Inc.	18,630	$0.63M	0.0%	+200.0%	0.109%
8/15/2025	Tower Research Capital LLC TRC	1,895	$64K	0.0%	+173.4%	0.011%
8/15/2025	Salzhauer Michael	225,903	$7.63M	4.5%	-5.5%	1.327%
8/15/2025	Lazard Asset Management LLC	3,790	$0.13M	0.0%	N/A	0.022%
8/15/2025	Engineers Gate Manager LP	11,849	$0.40M	0.0%	+5.2%	0.070%
8/15/2025	BNP Paribas Financial Markets	6,795	$0.23M	0.0%	-12.1%	0.040%
8/15/2025	Boothbay Fund Management LLC	73,421	$2.48M	0.0%	+7.3%	0.431%
8/15/2025	Bridgeway Capital Management LLC	127,533	$4.31M	0.1%	+4.4%	0.749%
8/15/2025	Bank of America Corp DE	17,050	$0.58M	0.0%	+42.4%	0.100%
8/14/2025	Jane Street Group LLC	32,402	$1.10M	0.0%	-23.6%	0.190%
8/14/2025	Raymond James Financial Inc.	10,131	$0.34M	0.0%	-7.3%	0.060%
8/14/2025	Occudo Quantitative Strategies LP	6,140	$0.21M	0.0%	N/A	0.036%
8/14/2025	MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.	7,965	$0.27M	0.0%	-16.0%	0.047%
8/14/2025	Tennessee Valley Asset Management Partners	6,261	$0.21M	0.1%	N/A	0.037%
8/14/2025	The Manufacturers Life Insurance Company	5,926	$0.20M	0.0%	N/A	0.035%
8/14/2025	NewEdge Advisors LLC	13,235	$0.45M	0.0%	+3,556.1%	0.078%
8/14/2025	Qube Research & Technologies Ltd	27,043	$0.91M	0.0%	+76.9%	0.159%
8/14/2025	Elizabeth Park Capital Advisors Ltd.	80,866	$2.73M	2.5%	-28.7%	0.475%
8/13/2025	Marshall Wace LLP	16,235	$0.55M	0.0%	N/A	0.095%
8/13/2025	Kennedy Capital Management LLC	23,711	$0.80M	0.0%	+37.3%	0.139%
8/13/2025	EverSource Wealth Advisors LLC	1,499	$51K	0.0%	+46.0%	0.009%
8/13/2025	Invesco Ltd.	20,978	$0.71M	0.0%	-16.4%	0.123%
8/13/2025	Arrowstreet Capital Limited Partnership	46,565	$1.57M	0.0%	+11.1%	0.274%
8/13/2025	Panagora Asset Management Inc.	62,783	$2.12M	0.0%	+23.2%	0.369%
8/13/2025	New York State Common Retirement Fund	3,534	$0.12M	0.0%	-45.9%	0.021%
8/13/2025	Russell Investments Group Ltd.	87,521	$2.96M	0.0%	-12.2%	0.514%
8/12/2025	Prudential Financial Inc.	9,605	$0.32M	0.0%	-4.2%	0.056%
8/12/2025	American Century Companies Inc.	260,188	$8.79M	0.0%	-5.9%	1.529%
8/12/2025	Rhumbline Advisers	22,172	$0.75M	0.0%	-3.7%	0.130%
8/12/2025	Brandywine Global Investment Management LLC	25,959	$0.88M	0.0%	-2.6%	0.153%
8/12/2025	Hillsdale Investment Management Inc.	160,229	$5.41M	0.2%	+29.2%	0.942%
8/12/2025	JPMorgan Chase & Co.	74,200	$2.51M	0.0%	-17.6%	0.436%
8/11/2025	Persistent Asset Partners Ltd	19,636	$0.66M	0.5%	+45.7%	0.115%
8/8/2025	Intech Investment Management LLC	7,763	$0.26M	0.0%	-14.2%	0.046%
8/8/2025	Creative Planning	21,905	$0.74M	0.0%	-23.8%	0.129%
8/8/2025	Bailard Inc.	19,700	$0.67M	0.0%	+58.7%	0.116%
8/8/2025	Geode Capital Management LLC	337,494	$11.40M	0.0%	-0.8%	1.983%
8/8/2025	PNC Financial Services Group Inc.	2,243	$76K	0.0%	+24.3%	0.013%
8/7/2025	Acadian Asset Management LLC	158,723	$5.36M	0.0%	+1.4%	0.933%
8/7/2025	CSM Advisors LLC	177,590	$6M	0.2%	N/A	1.044%
8/7/2025	Connor Clark & Lunn Investment Management Ltd.	103,836	$3.51M	0.0%	+18.5%	0.610%
8/7/2025	Los Angeles Capital Management LLC	47,633	$1.61M	0.0%	+129.2%	0.280%
7/31/2025	AlphaQuest LLC	8,746	$0.30M	0.0%	N/A	0.051%
7/28/2025	Equitable Trust Co.	12,790	$0.43M	0.0%	+13.3%	0.075%
7/28/2025	RFG Advisory LLC	6,912	$0.23M	0.0%	-31.0%	0.041%
7/24/2025	Inspire Investing LLC	11,442	$0.39M	0.0%	+3.4%	0.067%
7/9/2025	Harbor Capital Advisors Inc.	5,432	$0.18M	0.0%	+8.6%	0.032%
6/27/2025	Goldman Sachs Group Inc.	104,914	$3.26M	0.0%	-10.6%	0.616%
6/3/2025	Inspire Investing LLC	11,066	$0.34M	0.0%	-14.0%	0.065%
5/29/2025	Rhumbline Advisers	23,017	$0.72M	0.0%	-4.3%	0.135%
5/28/2025	Strs Ohio	17,200	$0.54M	0.0%	N/A	0.101%

Data available starting January 2016

SmartFinancial, Inc. operates as the bank holding company for SmartBank that provides various financial services to individuals and corporate customers in Tennessee, Alabama, and Florida. It operates through Commercial Real Estate, Consumer Real Estate, Construction and Land Development, Commercial and Industrial, Leases, and Consumer and Other segments. The company offers noninterest-bearing and interest-bearing checking, interest-bearing demand, savings, money market, time deposit, individual retirement accounts, as well as certificates of deposit. It also provides commercial and residential real estate, consumer real estate, and construction and land development loans; commercial and financial loans and leases; commercial business and mortgage loans; and direct consumer installment, educational, agriculture, and other revolving credit loans; equipment financing, heavy equipment, semis, and trailers loans and leases to small and mid-size companies; letters of credit; and overdraft facilities. In addition, the company offers wealth management, insurance, mortgage origination, and internet and mobile banking services. SmartFinancial, Inc. is headquartered in Knoxville, Tennessee.

Today's Range

Now: $37.36

$37.17

$37.65

50 Day Range

MA: $35.43

$33.47

$37.36

52 Week Range

Now: $37.36

$26.31

$37.92

Volume

101,883 shs

Average Volume

56,132 shs

Market Capitalization

$636.13 million

P/E Ratio

17.46

Dividend Yield

0.88%

Beta

0.75

Who are the company insiders with the largest holdings of SmartFinancial?: SmartFinancial's top insider shareholders include:
Wesley Miller Welborn (Chairman)
John M Presley (Director)
Gary Wayne Petty Jr (EVP)
Rhett D Jordan (EVP)
Learn More about top insider investors at SmartFinancial.
Who are the major institutional investors of SmartFinancial?: SmartFinancial's top institutional investors include:
Vanguard Group Inc. — 4.98%
Dimensional Fund Advisors LP — 4.91%
Wellington Management Group LLP — 3.80%
Private Capital Management LLC — 3.13%
Cravens & Co Advisors LLC — 1.30%
CSM Advisors LLC — 1.01%
Learn More about top institutional investors of SmartFinancial stock.
Which major investors are selling SmartFinancial stock?: In the last quarter, SMBK stock was sold by these institutional investors:
Cravens & Co Advisors LLC
Hillsdale Investment Management Inc.
PMC FIG Opportunities LLC
Boothbay Fund Management LLC
Alliancebernstein L.P.
Deprince Race & Zollo Inc.
Persistent Asset Partners Ltd
JPMorgan Chase & Co.
During the last year, company insiders that have sold SmartFinancial company stock include:
Wesley Miller Welborn (Chairman)
John M Presley (Director)
Learn More investors selling SmartFinancial stock.
Which major investors are buying SmartFinancial stock?: Within the last quarter, SMBK stock was purchased by institutional investors including:
Wellington Management Group LLP
First Trust Advisors LP
North Reef Capital Management LP
Qube Research & Technologies Ltd
First Eagle Investment Management LLC
Vanguard Group Inc.
R Squared Ltd
Dimensional Fund Advisors LP