Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| SMARTFINANCIAL INC.SMBK · Entity 5068 | Director | December 09, 2024 | December 10, 2024 |
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 December 09, 2024 · Filed December 10, 2024
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | IndirectTrust | 0 |
Reported balance
After 2024-12-09 transaction · row 2
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 2 · 2024-12-09 · Sale · Disposed 6,916 · Balance 0 |
| Common StockSEC Table I · non-derivative | Direct | 3,960 |
Reported balance
Holding disclosure · report date 2024-12-09 · row 1
Holding and transaction disclosures are not merged.
1 source rowRow 1 · Balance 3,960 |
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 |
|---|---|---|---|---|---|---|
| December 09, 2024 Filed Dec 10, 2024 22:00 UTC | SMARTFINANCIAL INC. SMBK · Entity 5068 | SaleCommon Stock | 6,916 | $35.05 | $242,405.80 |
DisclosureSEC source: 0001415889-24-028858 · form4-12102024_051201.xml · nonDerivative · entry 2 PRESLEY JOHN M · CIK 0001251925 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · Trust Disclosed balance after: 0 Read SEC document |
| December 06, 2024 Filed Dec 9, 2024 22:00 UTC | SMARTFINANCIAL INC. SMBK · Entity 5068 | SaleCommon Stock | 10,140 | $35.54 | $360,375.60 |
DisclosureSEC source: 0001415889-24-028664 · form4-12092024_051204.xml · nonDerivative · entry 2 PRESLEY JOHN M · CIK 0001251925 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · Trust Disclosed balance after: 6,916 Read SEC document |
| December 05, 2024 Filed Dec 9, 2024 22:00 UTC | SMARTFINANCIAL INC. SMBK · Entity 5068 | SaleCommon Stock | 10,517 | $36.05 | $379,137.85 |
DisclosureSEC source: 0001415889-24-028663 · form4-12092024_051201.xml · nonDerivative · entry 2 PRESLEY JOHN M · CIK 0001251925 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · Trust Disclosed balance after: 17,056 Read SEC document |
| November 07, 2024 Filed Nov 8, 2024 22:10 UTC | SMARTFINANCIAL INC. SMBK · Entity 5068 | SaleCommon Stock | 7,500 | $35.79 | $268,425.00 |
DisclosureSEC source: 0001415889-24-026457 · form4-11082024_051101.xml · nonDerivative · entry 2 PRESLEY JOHN M · CIK 0001251925 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · Trust Disclosed balance after: 27,573 Read SEC document |
| May 29, 2024 Filed May 30, 2024 12:40 UTC | SMARTFINANCIAL INC. SMBK · Entity 5068 | SaleCommon Stock | 7,500 | $22.65 | $169,875.00 |
DisclosureSEC source: 0001415889-24-014819 · form4-05302024_080502.xml · nonDerivative · entry 2 PRESLEY JOHN M · CIK 0001251925 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · Trust Disclosed balance after: 35,073 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: 0001415889-24-002361 · form4-02022024_050211.xml · nonDerivative · entry 1 PRESLEY JOHN M · CIK 0001251925 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,960 Read SEC document |
| November 30, 2023 Filed Dec 1, 2023 21:30 UTC | SMARTFINANCIAL INC. SMBK · Entity 5068 | SaleCommon Stock | 15,000 | $21.34 | $320,100.00 |
DisclosureSEC source: 0001415889-23-015690 · form4-12012023_041201.xml · nonDerivative · entry 2 PRESLEY JOHN M · CIK 0001251925 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · Trust Disclosed balance after: 42,573 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: 0001415889-23-001594 · form4-01302023_050133.xml · nonDerivative · entry 1 PRESLEY JOHN M · CIK 0001251925 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,584 Read SEC document |
| August 09, 2022 Filed Aug 9, 2022 21:10 UTC | SMARTFINANCIAL INC. SMBK · Entity 5068 | SaleCommon Stock | 7,500 | $25.50 | $191,250.00 |
DisclosureSEC source: 0001415889-22-008423 · form4-08092022_050801.xml · nonDerivative · entry 1 PRESLEY JOHN M · CIK 0001251925 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Trust Disclosed balance after: 57,573 Read SEC document |
| June 07, 2022 Filed Jun 8, 2022 11:14 UTC | SMARTFINANCIAL INC. SMBK · Entity 5068 | SaleCommon Stock | 1,030 | $26.07 | $26,852.10 |
DisclosureSEC source: 0001415889-22-006275 · form4-06082022_040614.xml · nonDerivative · entry 1 PRESLEY JOHN M · CIK 0001251925 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Trust Disclosed balance after: 65,073 Read SEC document |
| June 06, 2022 Filed Jun 7, 2022 20:10 UTC | SMARTFINANCIAL INC. SMBK · Entity 5068 | SaleCommon Stock | 3,540 | $26.02 | $92,110.80 |
DisclosureSEC source: 0001415889-22-006202 · form4-06072022_040601.xml · nonDerivative · entry 1 PRESLEY JOHN M · CIK 0001251925 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Trust Disclosed balance after: 66,103 Read SEC document |
| June 03, 2022 Filed Jun 7, 2022 20:05 UTC | SMARTFINANCIAL INC. SMBK · Entity 5068 | SaleCommon Stock | 2,930 | $25.78 | $75,535.40 |
DisclosureSEC source: 0001415889-22-006201 · form4-06072022_040601.xml · nonDerivative · entry 1 PRESLEY JOHN M · CIK 0001251925 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Trust Disclosed balance after: 69,643 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: 0001415889-22-000891 · form4-01312022_040136.xml · nonDerivative · entry 1 PRESLEY JOHN M · CIK 0001251925 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,373 Read SEC document |
| November 09, 2021 Filed Nov 9, 2021 19:21 UTC | SMARTFINANCIAL INC. SMBK · Entity 5068 | GiftCommon Stock | 13,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-21-005105 · form4-11092021_111144.xml · nonDerivative · entry 1 PRESLEY JOHN M · CIK 0001251925 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Trust Disclosed balance after: 72,573 F1 · ownership.nature: John M. Presley and Amy S. Presley, as Trustees of the John M. and Amy S. Presley Living Trust dated 02/10/2005, as it may be amended Read SEC document |
| September 23, 2021 Filed Sep 27, 2021 21:24 UTC | SMARTFINANCIAL INC. SMBK · Entity 5068 | GrantCommon Stock | 167 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-21-004580 · form4-09272021_020958.xml · nonDerivative · entry 1 PRESLEY JOHN M · CIK 0001251925 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 167 Read SEC document |
| September 01, 2021 Filed Sep 27, 2021 21:19 UTC | SMARTFINANCIAL INC. SMBK · Entity 5068 | GrantCommon Stock | 85,573 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-21-004578 · form4-09272021_020942.xml · nonDerivative · entry 1 PRESLEY JOHN M · CIK 0001251925 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · Trust Disclosed balance after: 85,573 F1 · kind: Received in connection with merger of Sevier County Bancshares, Inc. ("SCB") into the issuer (the "Merger"). In connection with the Merger, each share of SCB Common Stock received .4116 shares of issuer's common stock. F1 · price: Received in connection with merger of Sevier County Bancshares, Inc. ("SCB") into the issuer (the "Merger"). In connection with the Merger, each share of SCB Common Stock received .4116 shares of issuer's common stock. F2 · ownership.nature: John M. Presley and Amy S. Presley, as Trustees of the John M. and Amy S. Presley Living Trust dated 02/10/2005, as it may be amended 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.