Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| SMARTFINANCIAL INC.SMBK · Entity 5068 | Director | June 10, 2026 | June 10, 2026 |
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 June 10, 2026 · Filed June 10, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 151,724 |
Reported balance
After 2026-06-10 transaction · row 1
1 source rowRow 1 · 2026-06-10 · Purchase · Acquired 3,000 · Balance 151,724 |
| Common StockSEC Table I · non-derivative | IndirectBy Trust for the benefit of Spouse | 9,126 |
Reported balance
Holding disclosure · report date 2026-06-10 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 9,126 |
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 |
|---|---|---|---|---|---|---|
| June 10, 2026 Filed Jun 10, 2026 21:00 UTC | SMARTFINANCIAL INC. SMBK · Entity 5068 | PurchaseCommon Stock | 3,000 | $43.78 | $131,340.00 |
DisclosureSEC source: 0001652321-26-000004 · form4-06102026_050601.xml · nonDerivative · entry 1 Barrett Victor Lynn · CIK 0001652321 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 151,724 Read SEC document |
| January 29, 2026 Filed Jan 30, 2026 22:05 UTC | SMARTFINANCIAL INC. SMBK · Entity 5068 | GrantCommon Stock | 808 | $0.00 | $0.00 |
DisclosureSEC source: 0001652321-26-000002 · form4-01302026_050101.xml · nonDerivative · entry 1 Barrett Victor Lynn · CIK 0001652321 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 148,724 Read SEC document |
| January 16, 2025 Filed Jan 17, 2025 22:00 UTC | SMARTFINANCIAL INC. SMBK · Entity 5068 | GrantCommon Stock | 1,026 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-25-001703 · form4-01172025_050104.xml · nonDerivative · entry 1 Barrett Victor Lynn · CIK 0001652321 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 147,916 Read SEC document |
| January 31, 2024 Filed Feb 2, 2024 22:05 UTC | SMARTFINANCIAL INC. SMBK · Entity 5068 | GrantCommon Stock | 1,376 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-24-002358 · form4-02022024_050203.xml · nonDerivative · entry 1 Barrett Victor Lynn · CIK 0001652321 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 146,891 F1 · balance_after: Includes shares acquired pursuant to the SMBK Dividend Reinvestment Plan. Read SEC document |
| February 01, 2023 Filed Feb 2, 2023 22:00 UTC | SMARTFINANCIAL INC. SMBK · Entity 5068 | GiftCommon Stock | 21,744 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-23-001824 · form4-02022023_050202.xml · nonDerivative · entry 1 Barrett Victor Lynn · CIK 0001652321 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By Trust for the benefit of Spouse Disclosed balance after: 9,126 Read SEC document |
| January 26, 2023 Filed Jan 30, 2023 22:00 UTC | SMARTFINANCIAL INC. SMBK · Entity 5068 | GrantCommon Stock | 1,211 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-23-001591 · form4-01302023_050113.xml · nonDerivative · entry 1 Barrett Victor Lynn · CIK 0001652321 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 145,467 Read SEC document |
| January 27, 2022 Filed Jan 31, 2022 21:15 UTC | SMARTFINANCIAL INC. SMBK · Entity 5068 | GrantCommon Stock | 1,206 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-22-000888 · form4-01312022_040104.xml · nonDerivative · entry 1 Barrett Victor Lynn · CIK 0001652321 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 144,256 Read SEC document |
| May 03, 2021 Filed Sep 3, 2021 14:02 UTC | SMARTFINANCIAL INC. SMBK · Entity 5068 | OtherCommon Stock | 420 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-21-004213 · form4-09032021_070942.xml · nonDerivative · entry 1 Barrett Victor Lynn · CIK 0001652321 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 143,050 Read SEC document |
| January 28, 2021 Filed Jan 28, 2021 22:20 UTC | SMARTFINANCIAL INC. SMBK · Entity 5068 | GrantCommon Stock | 500 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-21-000426 · form4-01282021_050101.xml · nonDerivative · entry 1 Barrett Victor Lynn · CIK 0001652321 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 142,630 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: 0001038773-20-000026 · wf-form4_157987827571139.xml · nonDerivative · entry 1 Barrett Victor Lynn · CIK 0001652321 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 142,130 Read SEC document |
| January 24, 2019 Filed Jan 29, 2019 00:47 UTC | SMARTFINANCIAL INC. SMBK · Entity 5068 | GrantCommon Stock | 500 | $0.00 | $0.00 |
DisclosureSEC source: 0001652321-19-000001 · primary_doc.xml · nonDerivative · entry 1 Barrett Victor Lynn · CIK 0001652321 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 141,630 Read SEC document |
| January 17, 2017 Filed Jan 18, 2017 20:41 UTC | SMARTFINANCIAL INC. SMBK · Entity 5068 | Exercise / conversionStock Option · Derivative | 31,500 | $9.52 Strike: $9.52 | $299,880.00 |
DisclosureSEC source: 0001652321-17-000001 · primary_doc.xml · derivative · entry 5 Barrett Victor Lynn · CIK 0001652321 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 31,500 shares Expires 2017-02-22 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_date: This option was fully vested. Read SEC document |
| January 17, 2017 Filed Jan 18, 2017 20:41 UTC | SMARTFINANCIAL INC. SMBK · Entity 5068 | Exercise / conversionStock Option · Derivative | 8,042 | $10.48 Strike: $10.48 | $84,280.16 |
DisclosureSEC source: 0001652321-17-000001 · primary_doc.xml · derivative · entry 4 Barrett Victor Lynn · CIK 0001652321 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 8,042 shares Expires 2017-02-22 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_date: This option was fully vested. Read SEC document |
| January 17, 2017 Filed Jan 18, 2017 20:41 UTC | SMARTFINANCIAL INC. SMBK · Entity 5068 | PurchaseCommon Stock | 31,500 | $9.52 | $299,880.00 |
DisclosureSEC source: 0001652321-17-000001 · primary_doc.xml · nonDerivative · entry 2 Barrett Victor Lynn · CIK 0001652321 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 141,130 Read SEC document |
| January 17, 2017 Filed Jan 18, 2017 20:41 UTC | SMARTFINANCIAL INC. SMBK · Entity 5068 | Exercise / conversionCommon Stock | 8,042 | $10.48 | $84,280.16 |
DisclosureSEC source: 0001652321-17-000001 · primary_doc.xml · nonDerivative · entry 1 Barrett Victor Lynn · CIK 0001652321 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 109,630 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. 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.