Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| SMARTFINANCIAL INC.SMBK · Entity 5068 | Director | June 04, 2026 | June 04, 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 04, 2026 · Filed June 04, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 19,831 |
Reported balance
After 2026-06-04 transaction · row 1
1 source rowRow 1 · 2026-06-04 · Purchase · Acquired 3,000 · Balance 19,831 |
| Common StockSEC Table I · non-derivative | IndirectBy Marital Trust for Rebecca James Sidwell | 10,500 |
Reported balance
Holding disclosure · report date 2026-06-04 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 10,500 |
| Common StockSEC Table I · non-derivative | IndirectBy Spouse | 2,100 |
Reported balance
Holding disclosure · report date 2026-06-04 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 2,100 |
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 04, 2026 Filed Jun 4, 2026 21:00 UTC | SMARTFINANCIAL INC. SMBK · Entity 5068 | PurchaseCommon Stock | 3,000 | $42.12 | $126,360.00 |
DisclosureSEC source: 0001905239-26-000005 · form4-06042026_050601.xml · nonDerivative · entry 1 Ackermann Cathy G · CIK 0001905239 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 19,831 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: 0001905239-26-000002 · form4-01302026_050112.xml · nonDerivative · entry 1 Ackermann Cathy G · CIK 0001905239 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 16,831 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: 0001415889-25-001702 · form4-01172025_050102.xml · nonDerivative · entry 1 Ackermann Cathy G · CIK 0001905239 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 16,023 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: 0001415889-24-002357 · form4-02022024_050201.xml · nonDerivative · entry 1 Ackermann Cathy G · CIK 0001905239 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 14,997 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: 0001415889-23-001590 · form4-01302023_050102.xml · nonDerivative · entry 1 Ackermann Cathy G · CIK 0001905239 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,621 Read SEC document |
| November 07, 2022 Filed Nov 28, 2022 21:15 UTC | SMARTFINANCIAL INC. SMBK · Entity 5068 | PurchaseCommon Stock | 5,000 | $28.99 | $144,950.00 |
DisclosureSEC source: 0001415889-22-011790 · form4-11282022_041101.xml · nonDerivative · entry 1 Ackermann Cathy G · CIK 0001905239 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,410 Read SEC document |
| October 28, 2022 Filed Nov 28, 2022 21:11 UTC | SMARTFINANCIAL INC. SMBK · Entity 5068 | PurchaseCommon Stock | 5,000 | $28.90 | $144,500.00 |
DisclosureSEC source: 0001415889-22-011789 · form4-11282022_041102.xml · nonDerivative · entry 1 Ackermann Cathy G · CIK 0001905239 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,410 Read SEC document |
| February 24, 2022 Filed Feb 25, 2022 12:35 UTC | SMARTFINANCIAL INC. SMBK · Entity 5068 | GrantCommon Stock | 1,054 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-22-001794 · form4-02252022_070202.xml · nonDerivative · entry 1 Ackermann Cathy G · CIK 0001905239 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,410 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.