Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| SMARTFINANCIAL INC.SMBK · Entity 5068 | Director | May 27, 2020 | May 28, 2020 |
Disclosed balances
About these balances
Latest available filing per company, not a reconstructed current portfolio. Matching sequences show the last reported balance with all source rows expandable; grouping alone does not establish account ownership. Do not add unresolved positions together. Filings may omit unchanged positions, and amendments may correct only part of an older disclosure. Jointly reported shares are not necessarily this owner's personal holdings.
SMARTFINANCIAL INC.
Report date May 27, 2020 · Filed May 28, 2020
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 92,751 |
Reported balance
After 2020-05-27 transaction · row 1
1 source rowRow 1 · 2020-05-27 · Sale · Disposed 5,000 · Balance 92,751 |
| Common StockSEC Table I · non-derivative | IndirectBy Miller Family Partners I, LP | 13,037 |
Reported balance
Holding disclosure · report date 2020-05-27 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 13,037 |
Transaction history
JSON APIPurchases/sales include open-market and private transactions. Plan disclosure applies to the filing; individual rows may differ. “Not disclosed” is not “unplanned.”
The cutoff filters transaction history only. Company summaries and owner relationships show the latest available disclosures. Parser corrections can improve historical records.
| Transaction date | Company | Activity / security | Shares / units | Reported price | Reported value | Details |
|---|---|---|---|---|---|---|
| May 27, 2020 Filed May 28, 2020 17:29 UTC | SMARTFINANCIAL INC. SMBK · Entity 5068 | SaleCommon Stock | 5,000 | $16.90 | $84,482.50 |
DisclosureSEC source: 0001038773-20-000092 · wf-form4_159068693830055.xml · nonDerivative · entry 1 Miller Clifton N · CIK 0001739904 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 92,751 Read SEC document |
| February 21, 2020 Filed Feb 21, 2020 19:13 UTC | SMARTFINANCIAL INC. SMBK · Entity 5068 | SaleCommon Stock | 5,000 | $20.94 | $104,700.00 |
DisclosureSEC source: 0001038773-20-000041 · wf-form4_158231239816377.xml · nonDerivative · entry 1 Miller Clifton N · CIK 0001739904 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 97,751 Read SEC document |
| January 23, 2020 Filed Jan 24, 2020 15:04 UTC | SMARTFINANCIAL INC. SMBK · Entity 5068 | GrantCommon Stock | 500 | $0.00 | $0.00 |
DisclosureSEC source: 0001038773-20-000024 · wf-form4_157987822652120.xml · nonDerivative · entry 1 Miller Clifton N · CIK 0001739904 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 102,751 Read SEC document |
| December 16, 2019 Filed Dec 16, 2019 21:04 UTC | SMARTFINANCIAL INC. SMBK · Entity 5068 | SaleCommon Stock | 6,500 | $23.71 | $154,115.00 |
DisclosureSEC source: 0001038773-19-000042 · wf-form4_157653023209688.xml · nonDerivative · entry 3 Miller Clifton N · CIK 0001739904 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By Miller Family Partners I, LP Disclosed balance after: 13,037 F1 · security: Shares were sold by Miller Family Partners, an estate planning entity where Mr. Miller is a general and managing partner. Read SEC document |
| December 16, 2019 Filed Dec 16, 2019 21:04 UTC | SMARTFINANCIAL INC. SMBK · Entity 5068 | SaleCommon Stock | 6,500 | $23.70 | $154,050.00 |
DisclosureSEC source: 0001038773-19-000042 · wf-form4_157653023209688.xml · nonDerivative · entry 2 Miller Clifton N · CIK 0001739904 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By Miller Family Partners I, LP Disclosed balance after: 19,537 F1 · security: Shares were sold by Miller Family Partners, an estate planning entity where Mr. Miller is a general and managing partner. Read SEC document |
| January 24, 2019 Filed Jan 29, 2019 02:48 UTC | SMARTFINANCIAL INC. SMBK · Entity 5068 | GrantCommon Stock | 500 | $0.00 | $0.00 |
DisclosureSEC source: 0001739904-19-000001 · primary_doc.xml · nonDerivative · entry 1 Miller Clifton N · CIK 0001739904 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 102,251 Read SEC document |
| October 29, 2018 Filed Oct 30, 2018 15:19 UTC | SMARTFINANCIAL INC. SMBK · Entity 5068 | PurchaseCommon Stock | 942 | $21.47 | $20,224.74 |
DisclosureSEC source: 0001739904-18-000002 · primary_doc.xml · nonDerivative · entry 2 Miller Clifton N · CIK 0001739904 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 101,751 Read SEC document |
| October 29, 2018 Filed Oct 30, 2018 15:19 UTC | SMARTFINANCIAL INC. SMBK · Entity 5068 | PurchaseCommon Stock | 738 | $21.47 | $15,844.86 |
DisclosureSEC source: 0001739904-18-000002 · primary_doc.xml · nonDerivative · entry 1 Miller Clifton N · CIK 0001739904 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 100,809 Read SEC document |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.