Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| SMARTFINANCIAL INC.SMBK · Entity 5068 | Director | January 16, 2025 | January 17, 2025 |
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 January 16, 2025 · Filed January 17, 2025
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 142,764 |
Reported balance
After 2025-01-16 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2025-01-16 · Grant · Acquired 1,026 · Balance 142,764 F1: Includes shares acquired pursuant to the SMBK Dividend Reinvestment Plan |
Filing footnotes · ownership attribution and instrument terms
F1: Includes shares acquired pursuant to the SMBK Dividend Reinvestment Plan
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 |
|---|---|---|---|---|---|---|
| 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: 0001415889-25-001704 · form4-01172025_050107.xml · nonDerivative · entry 1 Miller Ted Charles · CIK 0001652511 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 142,764 F1 · balance_after: Includes shares acquired pursuant to the SMBK Dividend Reinvestment Plan 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: 0001415889-24-002359 · form4-02022024_050205.xml · nonDerivative · entry 1 Miller Ted Charles · CIK 0001652511 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 141,709 F1 · balance_after: Includes shares acquired pursuant to the SMBK Dividend Reinvestment Plan. Read SEC document |
| May 12, 2023 Filed May 15, 2023 20:15 UTC | SMARTFINANCIAL INC. SMBK · Entity 5068 | PurchaseCommon Stock | 4,999 | $20.00 | $99,980.00 |
DisclosureSEC source: 0001415889-23-007969 · form4-05152023_040501.xml · nonDerivative · entry 1 Miller Ted Charles · CIK 0001652511 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 140,325 Read SEC document |
| January 26, 2023 Filed Jan 30, 2023 22:01 UTC | SMARTFINANCIAL INC. SMBK · Entity 5068 | GrantCommon Stock | 1,211 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-23-001597 · form4-01302023_050148.xml · nonDerivative · entry 1 Miller Ted Charles · CIK 0001652511 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 135,437 F1 · balance_after: Includes shares acquired pursuant to the SMBK Dividend Reinvestment Plan Read SEC document |
| January 27, 2022 Filed Jan 31, 2022 21:16 UTC | SMARTFINANCIAL INC. SMBK · Entity 5068 | GrantCommon Stock | 1,206 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-22-000896 · form4-01312022_040104.xml · nonDerivative · entry 1 Miller Ted Charles · CIK 0001652511 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 132,120 F1 · balance_after: Includes shares acquired pursuant to the SMBK Dividend Reinvestment Plan 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: 0001415889-21-000428 · form4-01282021_050111.xml · nonDerivative · entry 1 Miller Ted Charles · CIK 0001652511 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 128,958 Read SEC document |
| March 09, 2020 Filed Mar 10, 2020 22:06 UTC | SMARTFINANCIAL INC. SMBK · Entity 5068 | PurchaseCommon Stock | 10,000 | $19.01 | $190,100.00 |
DisclosureSEC source: 0001038773-20-000051 · wf-form4_158387794275264.xml · nonDerivative · entry 1 Miller Ted Charles · CIK 0001652511 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 128,458 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: 0001038773-20-000025 · wf-form4_157987824950908.xml · nonDerivative · entry 1 Miller Ted Charles · CIK 0001652511 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 118,458 Read SEC document |
| January 24, 2019 Filed Jan 29, 2019 01:30 UTC | SMARTFINANCIAL INC. SMBK · Entity 5068 | GrantCommon Stock | 500 | $0.00 | $0.00 |
DisclosureSEC source: 0001652511-19-000001 · primary_doc.xml · nonDerivative · entry 1 Miller Ted Charles · CIK 0001652511 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 117,958 Read SEC document |
| September 07, 2018 Filed Nov 5, 2018 17:55 UTC Amendment | SMARTFINANCIAL INC. SMBK · Entity 5068 | PurchaseCommon Stock | 10,000 | $24.35 | $243,500.00 |
DisclosureSEC source: 0001652511-18-000006 · primary_doc.xml · nonDerivative · entry 1 Miller Ted Charles · CIK 0001652511 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 117,458 F1 · date: The previously filed Form 4 incorrectly stated the transaction date as 09/07/2017. This amendment corrects the transaction date to 09/07/2018. Read SEC document |
| March 14, 2018 Filed Mar 16, 2018 21:02 UTC | SMARTFINANCIAL INC. SMBK · Entity 5068 | PurchaseCommon Stock | 473 | $23.02 | $10,888.22 |
DisclosureSEC source: 0001652511-18-000004 · primary_doc.xml · nonDerivative · entry 1 Miller Ted Charles · CIK 0001652511 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 107,458 Read SEC document |
| March 12, 2018 Filed Mar 15, 2018 00:52 UTC | SMARTFINANCIAL INC. SMBK · Entity 5068 | PurchaseCommon Stock | 6,961 | $23.03 | $160,308.35 |
DisclosureSEC source: 0001652511-18-000003 · primary_doc.xml · nonDerivative · entry 2 Miller Ted Charles · CIK 0001652511 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 106,985 Read SEC document |
| March 12, 2018 Filed Mar 15, 2018 00:52 UTC | SMARTFINANCIAL INC. SMBK · Entity 5068 | PurchaseCommon Stock | 1,977 | $23.00 | $45,476.93 |
DisclosureSEC source: 0001652511-18-000003 · primary_doc.xml · nonDerivative · entry 1 Miller Ted Charles · CIK 0001652511 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 100,024 Read SEC document |
| March 05, 2018 Filed Mar 6, 2018 22:03 UTC | SMARTFINANCIAL INC. SMBK · Entity 5068 | PurchaseCommon Stock | 1,300 | $22.00 | $28,600.00 |
DisclosureSEC source: 0001652511-18-000002 · primary_doc.xml · nonDerivative · entry 1 Miller Ted Charles · CIK 0001652511 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 98,047 Read SEC document |
| September 08, 2017 Filed Feb 6, 2018 00:05 UTC | SMARTFINANCIAL INC. SMBK · Entity 5068 | GiftCommon Stock | 1,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001652511-18-000001 · primary_doc.xml · nonDerivative · entry 4 Miller Ted Charles · CIK 0001652511 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 96,747 Read SEC document |
| September 07, 2017 Filed Feb 6, 2018 00:05 UTC | SMARTFINANCIAL INC. SMBK · Entity 5068 | GiftCommon Stock | 1,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001652511-18-000001 · primary_doc.xml · nonDerivative · entry 3 Miller Ted Charles · CIK 0001652511 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 97,747 Read SEC document |
| September 07, 2017 Filed Sep 10, 2018 21:39 UTC | SMARTFINANCIAL INC. SMBK · Entity 5068 | PurchaseCommon Stock | 10,000 | $24.35 | $243,500.00 |
DisclosureSEC source: 0001652511-18-000005 · primary_doc.xml · nonDerivative · entry 1 Miller Ted Charles · CIK 0001652511 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 117,458 Read SEC document |
| September 06, 2017 Filed Feb 6, 2018 00:05 UTC | SMARTFINANCIAL INC. SMBK · Entity 5068 | GiftCommon Stock | 14,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001652511-18-000001 · primary_doc.xml · nonDerivative · entry 2 Miller Ted Charles · CIK 0001652511 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 98,747 Read SEC document |
| September 01, 2017 Filed Feb 6, 2018 00:05 UTC | SMARTFINANCIAL INC. SMBK · Entity 5068 | GiftCommon Stock | 13,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001652511-18-000001 · primary_doc.xml · nonDerivative · entry 1 Miller Ted Charles · CIK 0001652511 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 112,747 Read SEC document |
| January 17, 2017 Filed Jan 18, 2017 20:56 UTC | SMARTFINANCIAL INC. SMBK · Entity 5068 | Exercise / conversionStock Option · Derivative | 31,500 | $0.00 Strike: $9.52 | $0.00 |
DisclosureSEC source: 0001652511-17-000001 · primary_doc.xml · derivative · entry 4 Miller Ted Charles · CIK 0001652511 · 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 20:56 UTC | SMARTFINANCIAL INC. SMBK · Entity 5068 | Exercise / conversionStock Option · Derivative | 8,042 | $0.00 Strike: $10.48 | $0.00 |
DisclosureSEC source: 0001652511-17-000001 · primary_doc.xml · derivative · entry 3 Miller Ted Charles · CIK 0001652511 · 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 20:56 UTC | SMARTFINANCIAL INC. SMBK · Entity 5068 | Exercise / conversionCommon Stock | 31,500 | $9.52 | $299,880.00 |
DisclosureSEC source: 0001652511-17-000001 · primary_doc.xml · nonDerivative · entry 2 Miller Ted Charles · CIK 0001652511 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 125,747 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 |
| January 17, 2017 Filed Jan 18, 2017 20:56 UTC | SMARTFINANCIAL INC. SMBK · Entity 5068 | Exercise / conversionCommon Stock | 8,042 | $10.48 | $84,280.16 |
DisclosureSEC source: 0001652511-17-000001 · primary_doc.xml · nonDerivative · entry 1 Miller Ted Charles · CIK 0001652511 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 94,247 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.