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SmartFinancial, Inc. (SMBK)

USD48.66 +1.34 (+2.83%)
US NYSE Financial Services Banks - Regional
Address 5401 Kingston Pike 37919
Knoxville, TN, US
CEO William Young Carroll Jr.
IPO 2003-10-07
CIK 1038773 ISIN US83190L2088

Explore sections of this company profile

Description

SmartFinancial, Inc. functions as the parent entity for SmartBank, which offers a broad spectrum of financial solutions to both individual clients and corporate entities. The company's operations are structured across distinct segments: Commercial Real Estate, Consumer Real Estate, Construction and Land Development, Commercial and Industrial, and a broader Consumer and Other division. Its suite of deposit products includes non-interest and interest-bearing checking accounts, interest-bearing demand accounts, savings and money market accounts, various time deposits, Individual Retirement Accounts (IRAs), and certificates of deposit (CDs). Additionally, SmartFinancial's lending portfolio encompasses financing for commercial and residential properties, consumer real estate, and construction and land development projects. It also extends commercial and financial loans, mortgage loans, direct consumer installment loans, educational and other revolving credit facilities, and provides overdraft services. Beyond these core offerings, the company delivers wealth management, insurance products, mortgage origination, and convenient digital banking services accessible via the internet and mobile devices. As of March 1, 2022, SmartFinancial maintained a significant regional footprint, operating 41 full-service branches and two dedicated loan production offices across East and Middle Tennessee, Alabama, and the Florida Panhandle. The corporate headquarters are located in Knoxville, Tennessee.

News Sentiment (7d)
76 Positive

Based on only 1 article — low confidence

Market Cap & Enterprise Value
Merger & Acquisition History
Target company Ticker Date Filing
Cornerstone CSBQ 2015-04-16 View
CAPSTONE BANK 2017-07-05 View
SmartBank 2018-08-31 View
SCB 2021-06-07 View
Technical Outlook
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Signal Summary Loading…
Indicator 1D1W2W3W1M
Each column is computed on that timeframe's candles (1D = daily, 1W ≈ weekly, 1M ≈ monthly), not on the same last day. ▲ bullish · ▼ bearish · — neutral. The Net row counts signals per column; hover any cell (or the indicator name) to see the exact rule behind it.
Day Score & sub-scores
Statistical fingerprint & regime detail
Conditional historical analysis
Customize analysis (advanced)
Indicative levels generated algorithmically. Not financial advice.
Risk Profile
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Price Chart
Averages
Trend
Price
Levels
Draw
USD48.66 +1.34 (+2.83%)
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Volume Profile
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Liquidity & share structure
Average Volume
85.7K
Beta
0.72
Float Shares
15.06M
Free Float %
88.1%
Price Performance
1D5D1M3M6M YTD1Y3Y5Y10YMax
-0.07% -0.71% -0.57% +6.35% +15.00% +12.73% +32.21% +97.63% +70.34% +164.09% +280.26%
Rolling Volatility
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Drawdown
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Relative Strength
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Monthly Returns Heatmap
From To
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Annual Monthly Returns
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Daily Returns Distribution
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Revenue flow

Revenue by geography

Revenue by segment

From To

Revenue composition

From To

By product

By geography

Financial Statements

Income Statement

Balance Sheet

Cash Flow Statement

Key Metrics

Financial Ratios

Employees

Financial Growth (CAGR)

Market Data

Analyst Consensus (9 ratings, all time) Hold
Price Targets & DCF
Current price
48.66
Low 48.00 -1.4%
Consensus 49.00 +0.7%
Median 49.00 +0.7%
High 50.00 +2.8%
DCF (Unlevered) 42.17 -13.3%
DCF (Levered) 48.21 -0.9%

DCF figures are point estimates: small changes in growth or discount-rate assumptions move them materially. Read them as a reference, not a precise target.

Ratings Trend (MoM) 20% Bullish
Rating 2026-05 Change
Strong Buy 0 0
Buy 1 -1
Hold 4 0
Sell 0 0
Strong Sell 0 0
Price Target Summary
Period # Analysts Avg Target
Last Month
Last Quarter 1
50.00
+2.8%
Last Year 3
45.83
-5.8%
All Time 7
36.36
-25.3%
Quality scores
Altman Z-Score
0.27
Distress
Piotroski F-Score
6 / 9
Average
Composite Rating
B
Overall Score
3 / 5
Medium
DCF Score
4 / 5
High
ROE Score
3 / 5
Medium
ROA Score
3 / 5
Medium
D/E Score
3 / 5
Medium
P/E Score
2 / 5
Medium
P/Book Score
2 / 5
Medium
Operational MOAT
  • Revenue growth
    +10.9% Q1'26: +9.7% (vs Q1'25)
  • EPS growth
    +39.3% Q1'26: +20.9% (vs Q1'25)
  • FCF margin
    Q1'26: +12.4% (vs Q1'25)
  • EBIT margin
    Q1'26: +20.4% (vs Q1'25)
  • ROIC
    Q1'26: -23.4% (vs Q1'25)
  • Share dilution
    +0.3% Q1'26: +0.4% (vs Q1'25)
  • Debt / EBITDA
    Q1'26: 1.48× (vs Q1'25)
Valuation Multiples From To
Price Forecast (3Y) From To
Model
Adjust
P/E
Theoretical Return — If Invested Today

* These projections are based on analyst consensus estimates and user-defined valuation multiples. This table is for informational purposes only and does not constitute a recommendation to buy or sell any security. Past performance is not indicative of future results.

DCF Interactive Model (UFCF)
Projection years:
Market assumptions
WACC components (optional)
Ke (Cost of Equity) = Rf + β (0.73) × ERP
WACC = 87% × Ke + 13% × Kd (117.9%) × (1−t)

Modifying these values recalculates WACC automatically.

Business assumptions
Intrinsic value (base): 42.17 Current price: 48.66
Enterprise Value: Equity Value: Terminal Value: TV as % of EV:

Base values reflect the latest available data for this company and market conditions.

Consensus Estimates
Metric Dec 2017
actual
Dec 2018
actual
Dec 2019
actual
Dec 2020
actual
Dec 2021
actual
Dec 2022
actual
Dec 2023
actual
Dec 2024
actual
Dec 2025
actual
Dec 2026
3 Rev. Ana.
4 EPS Ana.
Dec 2027
3 Rev. Ana.
4 EPS Ana.
Revenue
55.65M
est: 188.72M (-70.5%)
96.74M
est: 84.97M (+13.9%)
115.18M
est: 86.32M (+33.4%)
133.04M
est: 124.52M (+6.8%)
149.18M
est: 130.04M (+14.7%)
186.55M
est: 149.27M (+25.0%)
240.37M
est: 148.50M (+61.9%)
285.27M
est: 168.23M (+69.6%)
316.37M
est: 199.16M (+58.9%)
225.12M
224.68M – 225.62M
+13.0% YoY
247.00M
241.70M – 250.96M
+9.7% YoY
EBITDA
9.75M
est: 73.51M (-86.7%)
24.63M
est: 33.40M (-26.3%)
37.75M
est: 48.97M (-22.9%)
38.65M
est: 49.32M (-21.6%)
53.32M
est: 49.00M (+8.8%)
67.55M
est: 78.07M (-13.5%)
49.72M
est: 40.00M (+24.3%)
56.87M
est: 45.31M (+25.5%)
69.93M
est: 53.65M (+30.4%)
60.64M
60.52M – 60.77M
+13.0% YoY
66.53M
65.10M – 67.60M
+9.7% YoY
EBIT
11.44M
est: 42.79M (-73.3%)
21.34M
est: 19.26M (+10.7%)
33.45M
est: 19.57M (+70.9%)
30.89M
est: 28.23M (+9.4%)
44.32M
est: 29.49M (+50.3%)
54.91M
est: 33.84M (+62.2%)
36.23M
est: 32.55M (+11.3%)
45.46M
est: 36.87M (+23.3%)
61.50M
est: 43.65M (+40.9%)
49.34M
49.24M – 49.45M
+13.0% YoY
54.14M
52.97M – 55.00M
+9.7% YoY
Net Income
5.02M
est: 6.03M (-16.8%)
18.10M
est: 18.46M (-2.0%)
26.55M
est: 20.65M (+28.5%)
24.33M
est: 20.95M (+16.1%)
34.79M
est: 27.62M (+26.0%)
43.02M
est: 53.14M (-19.0%)
28.59M
est: 25.62M (+11.6%)
36.14M
est: 33.84M (+6.8%)
50.35M
est: 50.66M (-0.6%)
62.42M
60.20M – 62.71M
+23.2% YoY
71.64M
66.74M – 72.51M
+14.8% YoY
SGA
23.72M
est: 83.44M (-71.6%)
34.20M
est: 34.79M (-1.7%)
39.75M
est: 33.17M (+19.8%)
44.94M
est: 44.76M (+0.4%)
54.32M
est: 50.52M (+7.5%)
67.39M
est: 44.74M (+50.6%)
70.25M
est: 47.10M (+49.2%)
76.81M
est: 53.35M (+44.0%)
94.56M
est: 63.16M (+49.7%)
71.40M
71.26M – 71.55M
+13.0% YoY
78.33M
76.65M – 79.59M
+9.7% YoY
EPS
0.56
est: 0.97 (-42.3%)
1.46
est: 1.38 (+5.8%)
1.90
est: 1.35 (+41.3%)
1.63
est: 1.30 (+25.4%)
2.23
est: 1.60 (+39.4%)
2.57
est: 1.83 (+40.8%)
1.70
est: 1.52 (+11.6%)
2.16
est: 2.00 (+8.0%)
3.01
est: 3.00 (+0.2%)
3.64
3.56 – 3.71
+21.1% YoY
4.16
3.94 – 4.28
+14.3% YoY
Recent Grade Changes (3M)
Date Firm Previous New Grade Action
2026-04-21 Keefe, Bruyette & Woods Market Perform Market Perform Maintain
Historical Ratings (3M)
Date Rating Overall DCF ROE ROA D/E P/E P/B
2026-05-28 B 3/5 4/5 3/5 3/5 3/5 2/5 2/5
2026-05-27 B 3/5 4/5 3/5 3/5 3/5 2/5 2/5
2026-05-26 B 3/5 4/5 3/5 3/5 3/5 2/5 2/5
2026-05-22 B 3/5 4/5 3/5 3/5 3/5 2/5 2/5
2026-05-21 B 3/5 4/5 3/5 3/5 3/5 2/5 2/5
2026-05-20 B 3/5 4/5 3/5 3/5 3/5 2/5 2/5
2026-05-19 B 3/5 4/5 3/5 3/5 3/5 2/5 2/5
2026-05-18 B 3/5 4/5 3/5 3/5 3/5 2/5 2/5
2026-05-15 B 3/5 4/5 3/5 3/5 3/5 2/5 2/5
2026-05-14 B 3/5 4/5 3/5 3/5 3/5 2/5 2/5
2026-05-13 B 3/5 4/5 3/5 3/5 3/5 2/5 2/5
2026-05-12 B 3/5 4/5 3/5 3/5 3/5 2/5 2/5
2026-05-11 B 3/5 4/5 3/5 3/5 3/5 2/5 2/5
2026-05-08 B 3/5 4/5 3/5 3/5 3/5 2/5 2/5
2026-05-07 B 3/5 4/5 3/5 3/5 3/5 2/5 2/5
2026-05-06 B 3/5 4/5 3/5 3/5 3/5 2/5 2/5
2026-05-05 B 3/5 4/5 3/5 3/5 3/5 2/5 2/5
2026-05-04 B 3/5 4/5 3/5 3/5 3/5 2/5 2/5
2026-05-01 B+ 3/5 4/5 3/5 4/5 3/5 2/5 2/5
2026-04-30 B+ 3/5 4/5 3/5 4/5 3/5 2/5 2/5
2026-04-29 B+ 3/5 4/5 3/5 4/5 3/5 2/5 2/5
2026-04-28 B+ 3/5 4/5 3/5 4/5 3/5 2/5 2/5
2026-04-27 B 3/5 4/5 3/5 4/5 2/5 2/5 2/5
2026-04-24 B 3/5 4/5 3/5 4/5 2/5 2/5 2/5
2026-04-23 B+ 3/5 4/5 3/5 4/5 2/5 3/5 3/5
2026-04-22 B+ 3/5 4/5 3/5 4/5 2/5 3/5 3/5
2026-04-21 B+ 3/5 4/5 3/5 4/5 2/5 3/5 3/5
2026-04-20 C 2/5 4/5 1/5 1/5 1/5 3/5 1/5
2026-04-17 B+ 3/5 4/5 3/5 4/5 2/5 3/5 3/5

Owner Earnings

Owner's Earnings (history) From To
Owner alignment
Owner's Earnings TTM
66.74M
OE per share TTM
3.94
Owner's Yield
9.51%
Maintenance CapEx ratio
23.72%
Maint CapEx / Avg PPE
40.9%

Ownership Overview

Ownership breakdown
At a glance
Institutional holders
172
Total invested
422.53M
Insider transactions (90d)
5
Beneficial owners (>5%)
9
Beneficial owners (>5%)
# Reporting person Amount owned % of class Sole voting Shared voting Sole dispositive Shared dispositive Type Citizenship Filing date SEC filing
1 Kenneth R. Lehman 1.29M 11.00% 1.29M 1.29M IN USA 2024-02-12
2 (1) BlackRock, Inc. 1.18M 7.00% 1.16M 1.18M HC Delaware 2022-02-01
3 EJF Capital LLC 275.0K 2.00% 275.0K 275.0K IA Delaware 2020-02-12
4 EJF Sidecar Fund, Series LLC – Series E 275.0K 2.00% 275.0K 275.0K OO Delaware 2020-02-12
5 Emanuel J. Friedman 275.0K 2.00% 275.0K 275.0K IN Delaware 2020-02-12
6 Banc Fund IX L.P. 103.6K 1.30% 103.6K 103.6K PN U.S. 2017-02-15
7 Banc Fund VII L.P. 103.1K 1.30% 103.1K 103.1K PN U.S. 2017-02-15
8 Banc Fund VIII L.P. 91.7K 1.10% 91.7K 91.7K PN U.S. 2017-02-15
9 Banc Fund VI L.P. 0.00% PN U.S. 2017-02-15

Institutional Activity (13F)

Institutional ownership trend From To
13F snapshot — 2026 Q1
Investors holding
172
+6 vs prev Q
New positions
23
Closed positions
17
Increased
78
Reduced
45
Put/Call ratio
0.00
Calls held
Puts held
Top institutional holders
# Investor Shares / Δ Mkt value / Δ Own% / Δ Weight% / Δ Avg px / Perf. Hold / Status
1 21.8K +21.8K (+100.0%) 805.01M +805.0M (+100.0%) 0.13% +0.130 pp 0.01% +0.006 pp USD36.99 +0.0% 1 qtrs NEW
2 BLACKROCK, INC. 1.26M +3.9K (+0.3%) 46.79M +1.7M (+3.9%) 7.53% +0.020 pp 0.00% +0.000 pp USD29.22 +26.6% 6 qtrs
3 VANGUARD GROUP INC 850.8K +3.8K (+0.5%) 31.47M +1.2M (+4.0%) 5.07% +0.020 pp 0.00% +0.000 pp USD23.03 +60.6% 40 qtrs
4 DIMENSIONAL FUND ADVISORS LP 838.8K +2.3K (+0.3%) 31.03M +1.1M (+3.8%) 5.00% +0.011 pp 0.01% +0.000 pp USD23.82 +55.3% 32 qtrs
5 WELLINGTON MANAGEMENT GROUP LLP 728.2K +80.6K (+12.5%) 26.93M +3.8M (+16.4%) 4.34% +0.478 pp 0.00% +0.001 pp USD30.23 +22.4% 21 qtrs
6 PRIVATE CAPITAL MANAGEMENT, LLC 475.6K -58.2K (-10.9%) 17.59M -1.5M (-7.8%) 2.83% -0.349 pp 1.61% -0.091 pp USD21.67 +70.7% 32 qtrs
7 GEODE CAPITAL MANAGEMENT, LLC 338.2K -1.8K (-0.5%) 12.51M +362.3K (+3.0%) 2.01% -0.012 pp 0.00% +0.000 pp USD22.25 +66.2% 38 qtrs
8 STATE STREET CORP 329.8K -14.5K (-4.2%) 12.20M -104.2K (-0.8%) 1.96% -0.088 pp 0.00% +0.000 pp USD23.71 +56.0% 35 qtrs
9 AMERICAN CENTURY COMPANIES INC 312.7K +22.4K (+7.7%) 11.57M +1.2M (+11.5%) 1.86% +0.132 pp 0.01% +0.001 pp USD27.26 +35.7% 21 qtrs
10 ACADIAN ASSET MANAGEMENT LLC 248.0K +26.1K (+11.7%) 9.17M +1.2M (+15.7%) 1.48% +0.155 pp 0.02% +0.001 pp USD30.69 +20.5% 8 qtrs
11 CRAVENS & CO ADVISORS, LLC 220.4K +— (+0.0%) 8.38M +502.6K (+6.4%) 1.31% -0.001 pp 5.49% +0.110 pp USD27.50 +34.5% 13 qtrs
12 SALZHAUER MICHAEL 225.9K +— (+0.0%) 8.36M +7.7M (+1,273.4%) 1.35% -0.001 pp 3.42% +3.129 pp USD22.76 +62.5% 34 qtrs
13 BANC FUNDS CO LLC 200.6K +— (+0.0%) 7.42M +252.7K (+3.5%) 1.19% -0.001 pp 1.47% +0.216 pp USD20.46 +80.8% 41 qtrs
14 RENAISSANCE TECHNOLOGIES LLC 178.4K +5.5K (+3.2%) 6.60M +421.3K (+6.8%) 1.06% +0.032 pp 0.01% +0.002 pp USD26.36 +40.3% 36 qtrs
15 CSM ADVISORS, LLC 172.2K +250.0 (+0.1%) 6.37M +230.0K (+3.7%) 1.03% +0.001 pp 0.17% +0.001 pp USD33.78 +9.5% 3 qtrs
16 MORGAN STANLEY 169.0K +52.7K (+45.3%) 6.25M +2.1M (+50.5%) 1.01% +0.314 pp 0.00% +0.000 pp USD30.28 +22.2% 36 qtrs
17 GOLDMAN SACHS GROUP INC 163.2K +58.6K (+55.9%) 6.04M +2.3M (+61.4%) 0.97% +0.349 pp 0.00% +0.000 pp USD31.79 +16.4% 32 qtrs
18 ALLIANCEBERNSTEIN L.P. 153.9K -14.6K (-8.6%) 5.69M -326.0K (-5.4%) 0.92% -0.087 pp 0.00% 0.000 pp USD23.33 +58.6% 16 qtrs
19 FIRST EAGLE INVESTMENT MANAGEMENT, LLC 152.2K +120.2K (+375.5%) 5.63M +4.5M (+392.3%) 0.91% +0.716 pp 0.01% +0.008 pp USD36.73 +0.7% 2 qtrs
20 STIEVEN CAPITAL ADVISORS, L.P. 147.7K -300.0 (-0.2%) 5.46M +175.4K (+3.3%) 0.88% -0.002 pp 1.01% +0.016 pp USD29.16 +26.9% 6 qtrs
21 BRIDGEWAY CAPITAL MANAGEMENT, LLC 143.5K +8.4K (+6.2%) 5.31M +479.3K (+9.9%) 0.85% +0.049 pp 0.11% +0.008 pp USD24.21 +52.8% 26 qtrs
22 NORTHERN TRUST CORP 136.8K -6.5K (-4.5%) 5.06M -59.5K (-1.2%) 0.82% -0.039 pp 0.00% +0.000 pp USD22.90 +61.5% 35 qtrs
23 NORTH REEF CAPITAL MANAGEMENT LP 134.9K +50.3K (+59.5%) 4.99M +2.0M (+65.1%) 0.80% +0.299 pp 0.20% +0.060 pp USD35.53 +4.1% 3 qtrs
24 DEPRINCE RACE & ZOLLO INC 132.1K +16.4K (+14.1%) 4.89M +751.2K (+18.2%) 0.79% +0.097 pp 0.09% +0.011 pp USD24.35 +51.9% 10 qtrs
25 NUVEEN, LLC 125.1K +25.8K (+25.9%) 4.63M +1.1M (+30.4%) 0.75% +0.153 pp 0.00% +0.000 pp USD33.32 +11.0% 4 qtrs
26 TWO SIGMA INVESTMENTS, LP 124.7K +55.4K (+80.0%) 4.61M +2.1M (+86.3%) 0.74% +0.330 pp 0.01% +0.003 pp USD33.21 +11.4% 20 qtrs
27 CHARLES SCHWAB INVESTMENT MANAGEMENT INC 121.3K +1.1K (+0.9%) 4.49M +193.1K (+4.5%) 0.72% +0.006 pp 0.00% +0.000 pp USD31.30 +18.2% 35 qtrs
28 QUBE RESEARCH & TECHNOLOGIES LTD 103.4K +39.9K (+62.8%) 3.83M +1.6M (+68.6%) 0.62% +0.238 pp 0.00% +0.002 pp USD35.31 +4.8% 4 qtrs
29 RUSSELL INVESTMENTS GROUP, LTD. 100.4K +5.9K (+6.3%) 3.71M +337.5K (+10.0%) 0.60% +0.035 pp 0.00% +0.000 pp USD25.10 +47.4% 26 qtrs
30 CONNOR, CLARK & LUNN INVESTMENT MANAGEMENT LTD. 98.2K -14.8K (-13.1%) 3.63M -403.7K (-10.0%) 0.58% -0.088 pp 0.01% -0.003 pp USD31.60 +17.1% 6 qtrs
31 JPMORGAN CHASE & CO 93.3K +27.4K (+41.5%) 3.45M +1.1M (+46.5%) 0.56% +0.163 pp 0.00% +0.000 pp USD30.85 +19.9% 35 qtrs
32 EMPOWERED FUNDS, LLC 87.0K +8.4K (+10.6%) 3.22M +408.1K (+14.5%) 0.52% +0.050 pp 0.03% -0.003 pp USD25.79 +43.4% 11 qtrs
33 MILLENNIUM MANAGEMENT LLC 83.4K +45.0K (+117.4%) 3.09M +1.7M (+125.1%) 0.50% +0.268 pp 0.00% +0.001 pp USD33.24 +11.3% 8 qtrs
34 ZACKS INVESTMENT MANAGEMENT 78.6K +1.6K (+2.1%) 2.91M +155.6K (+5.7%) 0.47% +0.009 pp 0.02% +0.001 pp USD34.18 +8.2% 3 qtrs
35 ELIZABETH PARK CAPITAL ADVISORS, LTD. 73.9K -7.0K (-8.6%) 2.73M -156.1K (-5.4%) 0.44% -0.042 pp 2.25% -0.087 pp USD25.81 +43.3% 18 qtrs
36 BANK OF NEW YORK MELLON CORP 70.2K -3.9K (-5.3%) 2.60M -51.2K (-1.9%) 0.42% -0.024 pp 0.00% 0.000 pp USD23.51 +57.3% 35 qtrs
37 PANAGORA ASSET MANAGEMENT INC 63.4K -42.0 (-0.1%) 2.35M +78.4K (+3.5%) 0.38% -0.001 pp 0.01% -0.001 pp USD26.57 +39.2% 19 qtrs
38 TWO SIGMA ADVISERS, LP 61.9K +10.3K (+20.0%) 2.29M +446.0K (+24.2%) 0.37% +0.061 pp 0.00% +0.001 pp USD30.80 +20.1% 20 qtrs
39 JANE STREET GROUP, LLC 59.3K +34.9K (+143.5%) 2.19M +1.3M (+152.0%) 0.35% +0.208 pp 0.00% +0.000 pp USD33.73 +9.7% 7 qtrs
40 ALGEBRIS (UK) LTD 58.3K +58.3K (+100.0%) 2.16M +2.2M (+100.0%) 0.35% +0.347 pp 0.17% +0.169 pp USD36.99 +0.0% 1 qtrs NEW
41 CITADEL ADVISORS LLC 56.0K +56.0K (+100.0%) 2.07M +2.1M (+100.0%) 0.33% +0.334 pp 0.00% +0.000 pp USD36.99 +0.0% 17 qtrs
42 ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 50.4K +3.8K (+8.2%) 1.86M +199.8K (+12.0%) 0.30% +0.023 pp 0.00% +0.000 pp USD31.16 +18.7% 6 qtrs
43 D. E. SHAW & CO., INC. 49.7K +27.1K (+119.5%) 1.84M +1.0M (+127.2%) 0.30% +0.161 pp 0.00% +0.001 pp USD36.42 +1.6% 2 qtrs
44 STIFEL FINANCIAL CORP 49.5K -5.8K (-10.5%) 1.83M -144.8K (-7.3%) 0.30% -0.035 pp 0.00% 0.000 pp USD21.04 +75.8% 36 qtrs
45 AQR CAPITAL MANAGEMENT LLC 47.2K -1.5K (-3.1%) 1.74M +5.5K (+0.3%) 0.28% -0.009 pp 0.00% 0.000 pp USD31.19 +18.6% 5 qtrs
46 FIRST TRUST ADVISORS LP 46.3K +1.1K (+2.5%) 1.71M +99.2K (+6.1%) 0.28% +0.007 pp 0.00% +0.000 pp USD35.76 +3.4% 2 qtrs
47 REGIONS FINANCIAL CORP 46.1K +— (+0.0%) 1.71M +58.1K (+3.5%) 0.27% 0.000 pp 0.01% +0.000 pp USD21.65 +70.9% 41 qtrs
48 TUDOR INVESTMENT CORP ET AL 46.1K +25.8K (+127.3%) 1.70M +980.2K (+135.4%) 0.27% +0.154 pp 0.00% +0.002 pp USD36.44 +1.5% 2 qtrs
49 MARTINGALE ASSET MANAGEMENT L P 43.9K -10.6K (-19.4%) 1.62M -323.2K (-16.6%) 0.26% -0.063 pp 0.04% -0.008 pp USD26.66 +38.7% 25 qtrs
50 LOS ANGELES CAPITAL MANAGEMENT LLC 39.8K -3.2K (-7.5%) 1.40M -133.3K (-8.7%) 0.24% -0.019 pp 0.00% 0.000 pp USD32.60 +13.5% 4 qtrs
51 PATRIOT INVESTMENT MANAGEMENT GROUP, INC. 34.9K +— (+0.0%) 1.29M +44.0K (+3.5%) 0.21% 0.000 pp 0.08% +0.001 pp USD19.26 +92.1% 28 qtrs
52 SG AMERICAS SECURITIES, LLC 34.6K +30.8K (+801.7%) 1.28M +1.1M (+834.3%) 0.21% +0.183 pp 0.00% +0.001 pp USD36.19 +2.2% 18 qtrs
53 BARCLAYS PLC 34.4K +11.5K (+50.5%) 1.27M +606.1K (+91.0%) 0.20% +0.069 pp 0.00% +0.000 pp USD31.69 +16.7% 36 qtrs
54 MARSHALL WACE, LLP 30.8K +25.0K (+436.5%) 1.14M +933.8K (+455.4%) 0.18% +0.149 pp 0.00% +0.001 pp USD36.39 +1.6% 3 qtrs
55 SLATESTONE WEALTH, LLC 29.3K +— (+0.0%) 1.08M +37.0K (+3.5%) 0.17% 0.000 pp 0.09% +0.000 pp USD22.44 +64.8% 10 qtrs
56 CAPTRUST FINANCIAL ADVISORS 28.7K +24.0 (+0.1%) 1.06M +37.1K (+3.6%) 0.17% +0.000 pp 0.00% 0.000 pp USD20.91 +76.9% 23 qtrs
57 CALDWELL SUTTER CAPITAL, INC. 28.4K +— (+0.0%) 1.05M +35.8K (+3.5%) 0.17% 0.000 pp 0.45% +0.012 pp USD27.50 +34.5% 13 qtrs
58 VICTORY CAPITAL MANAGEMENT INC 26.9K -1.2K (-4.1%) 993.2K -7.3K (-0.7%) 0.16% -0.007 pp 0.00% +0.000 pp USD22.87 +61.7% 33 qtrs
59 NEWEDGE ADVISORS, LLC 26.7K +13.8K (+107.9%) 985.8K +527.9K (+115.3%) 0.16% +0.082 pp 0.00% +0.002 pp USD35.41 +4.5% 4 qtrs
60 BRANDYWINE GLOBAL INVESTMENT MANAGEMENT, LLC 24.6K -800.0 (-3.2%) 908.4K +2.4K (+0.3%) 0.15% -0.005 pp 0.01% 0.000 pp USD27.21 +35.9% 13 qtrs
61 INVESCO LTD. 24.5K -1.8K (-7.0%) 905.0K -34.7K (-3.7%) 0.15% -0.011 pp 0.00% +0.000 pp USD26.17 +41.3% 28 qtrs
62 CREATIVE PLANNING 23.7K -106.0 (-0.4%) 877.4K +26.1K (+3.1%) 0.14% -0.001 pp 0.00% +0.000 pp USD30.57 +21.0% 6 qtrs
63 KENNEDY CAPITAL MANAGEMENT LLC 23.7K +— (+0.0%) 877.1K +29.9K (+3.5%) 0.14% 0.000 pp 0.02% 0.000 pp USD31.81 +16.3% 7 qtrs
64 LBMC INVESTMENT ADVISORS, LLC 23.0K -20.8K (-47.5%) 852.5K -714.8K (-45.6%) 0.14% -0.124 pp 0.05% -0.047 pp USD23.36 +58.3% 41 qtrs
65 HSBC HOLDINGS PLC 22.3K +14.2K (+176.1%) 824.7K +537.4K (+187.1%) 0.13% +0.085 pp 0.00% +0.000 pp USD36.53 +1.3% 2 qtrs
66 BAILARD, INC. 21.2K +685.0 (+3.3%) 784.2K +51.2K (+7.0%) 0.13% +0.004 pp 0.02% +0.001 pp USD32.38 +14.2% 23 qtrs
67 LECONTE WEALTH MANAGEMENT, LLC 20.3K +847.0 (+4.3%) 751.7K +55.9K (+8.0%) 0.12% +0.005 pp 0.49% +0.026 pp USD31.35 +18.0% 4 qtrs
68 HRT FINANCIAL LP 19.6K +7.6K (+63.0%) 723.0K +294.0K (+68.5%) 0.12% +0.045 pp 0.00% +0.001 pp USD34.39 +7.6% 4 qtrs
69 RATHER & KITTRELL, INC. 19.2K -467.0 (-2.4%) 711.4K +7.5K (+1.1%) 0.11% -0.003 pp 0.11% -0.009 pp USD29.14 +26.9% 6 qtrs
70 BANK OF AMERICA CORP /DE/ 19.2K +4.0K (+26.6%) 708.8K +167.8K (+31.0%) 0.11% +0.024 pp 0.00% +0.000 pp USD30.37 +21.8% 34 qtrs
71 RHUMBLINE ADVISERS 18.5K -3.0K (-13.9%) 683.6K -83.2K (-10.8%) 0.11% -0.018 pp 0.00% 0.000 pp USD22.39 +65.2% 31 qtrs
72 BNP PARIBAS ARBITRAGE, SNC 17.5K +7.4K (+74.1%) 645.8K +287.5K (+80.2%) 0.10% +0.044 pp 0.00% +0.000 pp USD33.49 +10.5% 35 qtrs
73 FRANKLIN RESOURCES INC 16.3K +6.4K (+64.3%) 601.7K +248.0K (+70.1%) 0.10% +0.038 pp 0.00% +0.000 pp USD33.33 +11.0% 5 qtrs
74 WELLS FARGO & COMPANY/MN 16.2K +5.5K (+50.8%) 600.6K +215.9K (+56.1%) 0.10% +0.033 pp 0.00% +0.000 pp USD30.07 +23.0% 34 qtrs
75 POINT72 ASSET MANAGEMENT, L.P. 16.1K +16.1K (+100.0%) 595.6K +595.6K (+100.0%) 0.10% +0.096 pp 0.00% +0.001 pp USD36.99 +0.0% 1 qtrs NEW
76 SILVER OAK SECURITIES, INCORPORATED 16.0K +— (+0.0%) 593.9K +21.6K (+3.8%) 0.10% 0.000 pp 0.04% -0.003 pp USD25.28 +46.3% 16 qtrs
77 STRS OHIO 15.8K -800.0 (-4.8%) 584.4K -8.7K (-1.5%) 0.09% -0.005 pp 0.00% +0.000 pp USD22.57 +63.9% 26 qtrs
78 UBS GROUP AG 15.0K +2.0K (+15.0%) 554.8K +88.7K (+19.0%) 0.09% +0.012 pp 0.00% +0.000 pp USD29.83 +24.0% 41 qtrs
79 CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. 14.6K +377.0 (+2.7%) 539.0K +32.0K (+6.3%) 0.09% +0.002 pp 0.00% +0.000 pp USD24.92 +48.4% 17 qtrs
80 TRUIST FINANCIAL CORP 14.3K -5.0K (-25.8%) 530.6K -160.5K (-23.2%) 0.09% -0.030 pp 0.00% 0.000 pp USD23.69 +56.1% 25 qtrs
81 GENEOS WEALTH MANAGEMENT INC. 13.1K +— (+0.0%) 484.5K +16.5K (+3.5%) 0.08% +0.000 pp 0.01% +0.000 pp USD32.85 +12.6% 5 qtrs
82 INSPIRE INVESTING, LLC 12.7K -36.0 (-0.3%) 468.6K +14.7K (+3.2%) 0.08% 0.000 pp 0.04% -0.002 pp USD29.93 +23.6% 6 qtrs
83 RAYMOND JAMES FINANCIAL INC 12.4K +2.2K (+21.9%) 457.1K +95.0K (+26.2%) 0.07% +0.013 pp 0.00% +0.000 pp USD32.06 +15.4% 5 qtrs
84 CANADA PENSION PLAN INVESTMENT BOARD 12.2K +12.2K (+100.0%) 451.3K +451.3K (+100.0%) 0.07% +0.073 pp 0.00% +0.000 pp USD36.99 +0.0% 1 qtrs NEW
85 EVERGREEN ADVISORS, LLC 11.8K +11.8K (+100.0%) 436.9K +436.9K (+100.0%) 0.07% +0.070 pp 0.11% +0.107 pp USD36.99 +0.0% 1 qtrs NEW
86 BROOKS, MOORE & ASSOCIATES, INC. 11.4K +— (+0.0%) 419.9K +14.3K (+3.5%) 0.07% +0.000 pp 0.21% +0.001 pp USD24.43 +51.4% 9 qtrs
87 EQUITABLE TRUST CO 11.2K -1.1K (-9.1%) 415.2K -25.9K (-5.9%) 0.07% -0.007 pp 0.02% -0.002 pp USD23.31 +58.7% 28 qtrs
88 QUANTINNO CAPITAL MANAGEMENT LP 10.9K +1.2K (+12.7%) 404.1K +57.7K (+16.7%) 0.07% +0.007 pp 0.00% 0.000 pp USD35.87 +3.1% 2 qtrs
89 SUSQUEHANNA PORTFOLIO STRATEGIES, LLC 9.5K -1.8K (-15.9%) 353.1K -52.3K (-12.9%) 0.06% -0.011 pp 0.01% -0.001 pp USD34.09 +8.5% 3 qtrs
90 DEUTSCHE BANK AG\ 9.5K +— (+0.0%) 353.0K +12.0K (+3.5%) 0.06% +0.000 pp 0.00% +0.000 pp USD20.65 +79.1% 39 qtrs
91 STATE OF WISCONSIN INVESTMENT BOARD 9.5K +9.5K (+100.0%) 350.8K +350.8K (+100.0%) 0.06% +0.057 pp 0.00% +0.001 pp USD36.99 +0.0% 1 qtrs NEW
92 POLYMER CAPITAL MANAGEMENT (US) LLC 9.3K +9.3K (+100.0%) 345.3K +345.3K (+100.0%) 0.06% +0.056 pp 0.04% +0.036 pp USD36.99 +0.0% 1 qtrs NEW
93 FEDERATED HERMES, INC. 9.0K -21.0 (-0.2%) 333.3K +10.6K (+3.3%) 0.05% 0.000 pp 0.00% +0.000 pp USD35.70 +3.6% 3 qtrs
94 R SQUARED LTD 8.9K -8.0K (-47.3%) 328.3K -273.1K (-45.4%) 0.05% -0.047 pp 0.15% -0.105 pp USD35.73 +3.5% 2 qtrs
95 OCCUDO QUANTITATIVE STRATEGIES LP 8.8K +3.0K (+51.2%) 325.7K +117.6K (+56.5%) 0.05% +0.018 pp 0.02% -0.004 pp USD34.87 +6.1% 3 qtrs
96 PRICE T ROWE ASSOCIATES INC /MD/ 8.7K +1.0K (+13.1%) 321.0K +47.0K (+17.2%) 0.05% +0.006 pp 0.00% +0.000 pp USD32.05 +15.4% 4 qtrs
97 PRUDENTIAL FINANCIAL INC 8.7K -840.0 (-8.8%) 320.1K -19.1K (-5.6%) 0.05% -0.005 pp 0.00% +0.000 pp USD31.08 +19.0% 4 qtrs
98 METLIFE INVESTMENT MANAGEMENT, LLC 8.6K +— (+0.0%) 318.5K +10.9K (+3.5%) 0.05% +0.000 pp 0.00% +0.000 pp USD24.47 +51.2% 19 qtrs
99 CETERA INVESTMENT ADVISERS 8.4K +— (+0.0%) 308.9K +10.5K (+3.5%) 0.05% +0.000 pp 0.00% +0.000 pp USD35.73 +3.5% 2 qtrs
100 CAP PARTNERS, LLC 7.9K +— (+0.0%) 292.6K +10.0K (+3.5%) 0.05% +0.000 pp 0.17% +0.005 pp USD29.14 +26.9% 6 qtrs
Ownership breakdown by holder

ETF Ownership

Top ETFs holding this stock Held by 84 ETFs in our universe
# ETF Weight Est. AUM exposure TER
1 First Trust Dow Jones Select MicroCap Index Fund FDM 0.87% 2.27M 0.65%
2 Zacks Small/Mid Cap ETF SMIZ 0.48% 739.7K 0.56%
3 State Street SPDR US Small Cap Low Volatility Index ETF SMLV 0.34% 876.4K 0.12%
4 Inspire Small/Mid Cap ETF ISMD 0.20% 659.1K 0.53%
5 iShares Micro-Cap ETF IWC 0.17% 2.46M 0.60%
6 EA Bridgeway Omni Small-Cap Value ETF BSVO 0.16% 2.66M 0.47%
7 Innovator U.S. Small Cap Managed Floor ETF RFLR 0.12% 106.7K 0.89%
8 Franklin Small Cap Enhanced ETF FSML 0.11% 158.0K 0.45%
9 Harbor AlphaEdge Small Cap Earners ETF (EBIT) EBIT 0.10% 12.2K 0.29%
10 State Street SPDR S&P Regional Banking ETF KRE 0.09% 4.67M 0.35%

Insider Activity

Insider Activity — Latest Quarter
Ratio by transactions
0.75
Neutral
Ratio by volume
0.69
Neutral
Buys
3
Sells
4
Shares acquired
55.1K
Shares disposed
80.2K
Cash buys
1.00
Cash sales
1.00
Net activity
-25,059
Insider buys vs sells (history) From To
Recent insider transactions From To
Date Person Role Transaction A/D Security Shares Price Value Owned after D/I Filing
2026-05-19 Wolpert Geoffrey Alan Director G-Gift A Common Stock 31,118 0.00 55,357 I
2026-05-18 Wolpert Geoffrey Alan Director G-Gift D Common Stock 24,849 0.00 65,178 I
2026-05-04 Shomaker Kelli D Director P-Purchase A Common Stock 290 41.30 12.0K 2,120 D
2026-05-01 Wolpert Geoffrey Alan Director G-Gift D Common Stock 23,721 0.00 90,027 I
2026-04-24 Jordan Rhett D. Officer S-Sale D Common Stock 500 41.85 20.9K 12,202 D
2026-03-10 Welborn Wesley Miller Director / Officer A-Award A Common Stock 3,542 0.00 100,010 D
2026-03-10 Trumpp Jarrod M Officer A-Award A Common Stock 990 0.00 2,990 D
2026-03-10 Schrodt Martin E Officer A-Award A Common Stock 1,998 0.00 7,251 D
2026-03-10 Jordan Rhett D. Officer A-Award A Common Stock 3,414 0.00 12,702 D
2026-03-10 Gorczynski Ronald J Officer A-Award A Common Stock 3,752 0.00 24,729 D
2026-03-10 Carroll William Young Jr. Director / Officer A-Award A Common Stock 9,450 0.00 133,094 D
2026-03-10 Cain Cynthia A Officer A-Award A Common Stock 2,052 0.00 12,214 D
2026-03-10 Boyd Rebecca C Officer A-Award A Common Stock 1,913 0.00 12,342 D
2026-02-09 Welborn Wesley Miller Director / Officer P-Purchase A Common Stock 835 43.13 36.0K 96,468 D
2026-01-29 Wolpert Geoffrey Alan Director A-Award A Common Stock 808 0.00 100,376 D
2026-01-29 Whaley Keith Edward Director A-Award A Common Stock 808 0.00 87,369 D
2026-01-29 Tucker Steven B. Director A-Award A Common Stock 808 0.00 50,722 D
2026-01-29 Shomaker Kelli D Director A-Award A Common Stock 808 0.00 1,830 D
2026-01-29 Ogle David Austin Director A-Award A Common Stock 808 0.00 197,451 D
2026-01-29 Barrett Victor Lynn Director A-Award A Common Stock 808 0.00 148,724 D
2026-01-29 Ackermann Cathy G Director A-Award A Common Stock 808 0.00 16,831 D
2026-01-27 Shomaker Kelli D Director P-Purchase A Common Stock 255 39.38 10.0K 1,022 D
2026-01-01 Welborn Wesley Miller Director / Officer F-InKind D Common Stock 1,305 36.99 48.3K 95,633 D
2026-01-01 Jordan Rhett D. Officer F-InKind D Common Stock 816 36.99 30.2K 9,288 D
2026-01-01 Gorczynski Ronald J Officer F-InKind D Common Stock 842 36.99 31.1K 20,936 D
2026-01-01 Carroll William Young Jr. Director / Officer F-InKind D Common Stock 1,807 36.99 66.8K 123,644 D
2026-01-01 Cain Cynthia A Officer F-InKind D Common Stock 445 36.99 16.5K 10,142 D
2026-01-01 Boyd Rebecca C Officer F-InKind D Common Stock 445 36.99 16.5K 10,408 D
2025-12-10 Tucker Steven B. Director S-Sale D Common Stock 10,625 38.01 403.9K 49,914 D
2025-11-18 Jordan Rhett D. Officer S-Sale D Common Stock 250 35.00 8.8K 10,104 D
2025-07-24 Trumpp Jarrod M Officer A-Award A Common Stock 2,000 0.00 2,000 D
2025-07-24 Shomaker Kelli D Director A-Award A Common Stock 767 0.00 767 D
2025-07-14 Trumpp Jarrod M 0 0.00 0
2025-03-27 Shomaker Kelli D 0 0.00 0
2025-03-14 Carroll William Young Jr. Director / Officer F-InKind D Common Stock 471 31.68 14.9K 125,451 D
2025-02-03 Welborn Wesley Miller Director / Officer P-Purchase A Common Stock 1,162 34.75 40.4K 96,938 D
2025-01-29 Welborn Wesley Miller Director / Officer A-Award A Common Stock 1,295 0.00 90,776 D
2025-01-29 Schrodt Martin E Officer A-Award A Common Stock 2,500 0.00 5,207 D
2025-01-29 Jordan Rhett D. Officer A-Award A Common Stock 1,211 0.00 10,353 D
2025-01-29 Gorczynski Ronald J Officer A-Award A Common Stock 1,247 0.00 16,598 D
2025-01-29 Carroll William Young Jr. Director / Officer A-Award A Common Stock 3,426 0.00 115,922 D
2025-01-29 Cain Cynthia A Officer A-Award A Common Stock 2,500 0.00 10,501 D
2025-01-29 Boyd Rebecca C Officer A-Award A Common Stock 677 0.00 8,264 D
2025-01-27 Jordan Rhett D. Officer S-Sale D Common Stock 350 35.76 12.5K 9,142 D
2025-01-16 Wolpert Geoffrey Alan Director A-Award A Common Stock 1,026 0.00 98,703 D
2025-01-16 Whaley Keith Edward Director A-Award A Common Stock 1,026 0.00 86,561 D
2025-01-16 Tucker Steven B. Director A-Award A Common Stock 1,026 0.00 60,539 D
2025-01-16 Ogle David Austin Director A-Award A Common Stock 1,026 0.00 195,123 D
2025-01-16 Miller Ted Charles Director A-Award A Common Stock 1,026 0.00 142,764 D
2025-01-16 Barrett Victor Lynn Director A-Award A Common Stock 1,026 0.00 147,916 D
2025-01-16 Ackermann Cathy G Director A-Award A Common Stock 1,026 0.00 16,023 D
2025-01-01 Petty Gary Wayne Jr Officer F-InKind D Common Stock 526 30.98 16.3K 18,565 D
2025-01-01 Jordan Rhett D. Officer F-InKind D Common Stock 816 30.98 25.3K 9,492 D
2025-01-01 Gorczynski Ronald J Officer F-InKind D Common Stock 850 30.98 26.3K 15,351 D
2025-01-01 Carroll William Young Jr. Director / Officer F-InKind D Common Stock 1,837 30.98 56.9K 112,496 D
2024-12-09 PRESLEY JOHN M Director S-Sale D Common Stock 6,916 35.05 242.4K 0 I
2024-12-06 PRESLEY JOHN M Director S-Sale D Common Stock 10,140 35.54 360.4K 6,916 I
2024-12-05 PRESLEY JOHN M Director S-Sale D Common Stock 10,517 36.05 379.1K 17,056 I
2024-12-04 Jordan Rhett D. Officer S-Sale D Common Stock 200 35.61 7.1K 10,308 D
2024-11-07 PRESLEY JOHN M Director S-Sale D Common Stock 7,500 35.79 268.4K 27,573 I
2024-11-05 Tucker Steven B. Director S-Sale D Common Stock 6,730 33.14 223.0K 0 I
2024-11-05 Jordan Rhett D. Officer S-Sale D Common Stock 300 32.52 9.8K 10,508 D
2024-10-31 Jordan Rhett D. Officer S-Sale D Common Stock 100 33.16 3.3K 10,808 D
2024-09-12 Jordan Rhett D. Officer S-Sale D Common Stock 70 28.58 2.0K 10,908
2024-08-13 Jordan Rhett D. Officer S-Sale D Common Stock 200 26.90 5.4K 10,978
2024-06-04 Jordan Rhett D. Officer S-Sale D Common Stock 250 22.53 5.6K 11,178
2024-05-29 PRESLEY JOHN M Director S-Sale D Common Stock 7,500 22.65 169.9K 35,073
2024-05-07 Jordan Rhett D. Officer S-Sale D Common Stock 350 22.25 7.8K 11,428
2024-03-05 Petty Gary Wayne Jr Officer M-Exempt A Common Stock 3,750 9.60 36.0K 21,485
2024-02-29 Cain Cynthia A Officer F-InKind D Common Stock 593 21.52 12.8K 7,182
2024-02-07 Welborn Wesley Miller Director / Officer P-Purchase A Common Stock 1,000 21.67 21.7K 89,481
2024-01-31 Wolpert Geoffrey Alan Director A-Award A Common Stock 1,376 0.00 96,208
2024-01-31 Whaley Keith Edward Director A-Award A Common Stock 1,376 0.00 85,535
2024-01-31 Welborn Wesley Miller Director / Officer F-InKind D Common Stock 1,305 23.26 30.4K 88,481
2024-01-31 Tucker Steven B. Director A-Award A Common Stock 1,376 0.00 59,513
2024-01-31 PRESLEY JOHN M Director A-Award A Common Stock 1,376 0.00 3,960
2024-01-31 Ogle David Austin Director A-Award A Common Stock 1,376 0.00 191,540
2024-01-31 Miller Ted Charles Director A-Award A Common Stock 1,376 0.00 141,709
2024-01-31 Jordan Rhett D. Officer F-InKind D Common Stock 741 23.26 17.2K 11,778
2024-01-31 Gorczynski Ronald J Officer F-InKind D Common Stock 856 23.26 19.9K 16,025
2024-01-31 Barrett Victor Lynn Director A-Award A Common Stock 1,376 0.00 146,891
2024-01-31 Ackermann Cathy G Director A-Award A Common Stock 1,376 0.00 14,997
2024-01-30 Welborn Wesley Miller Director / Officer A-Award A Common Stock 717 0.00 89,786
2024-01-30 Schrodt Martin E Officer D Common Stock 0 0.00 2,000
2024-01-30 Petty Gary Wayne Jr Officer D Common Stock 0 0.00 17,313
2024-01-30 Jordan Rhett D. Officer A-Award A Common Stock 658 0.00 12,519
2024-01-30 Gorczynski Ronald J Officer A-Award A Common Stock 677 0.00 16,732
2024-01-30 Carroll William Young Jr. Director / Officer A-Award A Common Stock 1,861 0.00 114,333
2024-01-30 Cain Cynthia A Officer D Common Stock 0 0.00 5,250
2024-01-30 Boyd Rebecca C Officer D Common Stock 0 0.00 5,059
2023-11-30 PRESLEY JOHN M Director S-Sale D Common Stock 15,000 21.34 320.1K 42,573
2023-11-20 Jordan Rhett D. Officer S-Sale D Common Stock 400 21.90 8.8K 11,861
2023-10-31 Jordan Rhett D. Officer S-Sale D Common Stock 350 20.56 7.2K 12,261
2023-09-29 Davis Gregory L. Officer F-InKind D Common Stock 1,637 21.37 35.0K 38,215
2023-08-30 Jordan Rhett D. Officer S-Sale D Common Stock 480 22.82 11.0K 12,611
2023-08-01 Jordan Rhett D. Officer S-Sale D Common Stock 400 24.90 10.0K 13,091
2023-06-12 Wolpert Geoffrey Alan Director P-Purchase A Common Stock 350 22.87 8.0K 110,491
2023-06-06 Jordan Rhett D. Officer S-Sale D Common Stock 300 22.47 6.7K 13,491
2023-05-12 Wolpert Geoffrey Alan Director P-Purchase A Common Stock 2,500 20.01 50.0K 93,926
2023-05-12 Miller Ted Charles Director P-Purchase A Common Stock 4,999 20.00 100.0K 140,325
2023-05-08 Whaley Keith Edward Director P-Purchase A Common Stock 1,500 21.34 32.0K 84,159
2023-05-04 Welborn Wesley Miller Director / Officer P-Purchase A Common Stock 2,500 19.38 48.5K 89,069
2023-05-04 Ogle David Austin Director P-Purchase A Common Stock 2,554 19.48 49.8K 188,545
2023-05-04 Carroll William Young Jr. Director / Officer P-Purchase A Common Stock 500 19.43 9.7K 112,472
2023-05-01 Welborn Wesley Miller Director / Officer P-Purchase A Common Stock 525 20.89 11.0K 86,569
2023-02-09 Welborn Wesley Miller Director / Officer P-Purchase A Common Stock 159 27.19 4.3K 86,044
2023-02-01 Barrett Victor Lynn Director G-Gift D Common Stock 21,744 0.00 9,126
2023-01-27 Welborn Wesley Miller Director P-Purchase A Common Stock 1,284 26.40 33.9K 85,885
2023-01-26 Wolpert Geoffrey Alan Director A-Award A Common Stock 1,211 0.00 91,426
2023-01-26 Whaley Keith Edward Director A-Award A Common Stock 1,211 0.00 82,659
2023-01-26 Tucker Steven B. Director A-Award A Common Stock 1,211 0.00 58,137
2023-01-26 Phillips Ottis H Director A-Award A Common Stock 1,211 0.00 229,800
2023-01-26 PRESLEY JOHN M Director A-Award A Common Stock 1,211 0.00 2,584
2023-01-26 Ogle David Austin Director A-Award A Common Stock 1,211 0.00 185,991
2023-01-26 Miller Ted Charles Director A-Award A Common Stock 1,211 0.00 135,437
2023-01-26 Barrett Victor Lynn Director A-Award A Common Stock 1,211 0.00 145,467
2023-01-26 Ackermann Cathy G Director A-Award A Common Stock 1,211 0.00 13,621
2023-01-25 Welborn Wesley Miller Director A-Award A Common Stock 4,659 0.00 84,601
2023-01-25 Petty Gary Wayne Jr Director / Officer A-Award A Common Stock 1,442 0.00 14,744
2023-01-25 Jordan Rhett D. Director / Officer A-Award A Common Stock 4,199 0.00 13,791
2023-01-25 Gorczynski Ronald J Director / Officer A-Award A Common Stock 4,321 0.00 16,055
2023-01-25 Davis Gregory L. Director / Officer A-Award A Common Stock 4,321 0.00 39,852
2023-01-25 Carroll William Young Jr. Director A-Award A Common Stock 11,873 0.00 111,972
2022-12-20 Jordan Rhett D. Director / Officer S-Sale D Common Stock 200 27.69 5.5K 9,592
2022-11-28 Jordan Rhett D. Director / Officer S-Sale D Common Stock 250 29.34 7.3K 9,792
2022-11-07 Ackermann Cathy G Director P-Purchase A Common Stock 5,000 28.99 145.0K 12,410
2022-10-31 Jordan Rhett D. Director / Officer S-Sale D Common Stock 279 29.06 8.1K 10,042
2022-10-28 Ackermann Cathy G Director P-Purchase A Common Stock 5,000 28.90 144.5K 7,410
2022-08-16 Jordan Rhett D. Director / Officer S-Sale D Common Stock 1,200 27.27 32.7K 10,321
2022-08-09 PRESLEY JOHN M Director S-Sale D Common Stock 7,500 25.50 191.3K 57,573
2022-08-09 Jordan Rhett D. Director / Officer G-Gift D Common Stock 2,329 0.00 11,521
2022-08-04 Welborn Wesley Miller Director F-InKind D Common Stock 1,826 25.70 46.9K 79,942
2022-08-04 Jordan Rhett D. Director / Officer F-InKind D Common Stock 3,692 25.70 94.9K 13,850
2022-08-04 Carroll William Young Jr. Director F-InKind D Common Stock 2,435 25.70 62.6K 100,099
2022-06-07 PRESLEY JOHN M Director S-Sale D Common Stock 1,030 26.07 26.9K 65,073
2022-06-06 PRESLEY JOHN M Director S-Sale D Common Stock 3,540 26.02 92.1K 66,103
2022-06-03 PRESLEY JOHN M Director S-Sale D Common Stock 2,930 25.78 75.5K 69,643
2022-05-26 Berke Monique Director A-Award A Common Stock 393 0.00 13,136
2022-05-11 Berke Monique Director M-Exempt A Common Stock 1,025 15.05 15.4K 12,743
2022-03-15 Carroll William Young Jr. Director A-Award A Common Stock 1,934 0.00 102,534
2022-02-24 Ackermann Cathy G Director A-Award A Common Stock 1,054 0.00 2,410
2022-02-15 Ackermann Cathy G Director D Common Stock 0 0.00 1,356
2022-02-14 Welborn Wesley Miller Director / Officer M-Exempt D Stock Option 2,500 6.60 16.5K 0
2022-02-14 Petty Gary Wayne Jr Officer M-Exempt D Stock Option 3,750 6.60 24.8K 0
2022-01-27 Wolpert Geoffrey Alan Director A-Award A Common Stock 1,206 0.00 89,768
2022-01-27 Whaley Keith Edward Director A-Award A Common Stock 1,206 0.00 81,448
2022-01-27 Welborn Wesley Miller Director / Officer A-Award A Common Stock 1,470 28.46 41.8K 70,093
2022-01-27 Tucker Steven B. Director A-Award A Common Stock 1,206 0.00 56,926
2022-01-27 Phillips Ottis H Director A-Award A Common Stock 1,206 0.00 228,589
2022-01-27 PRESLEY JOHN M Director A-Award A Common Stock 1,206 0.00 1,373
2022-01-27 Ogle David Austin Director A-Award A Common Stock 1,206 0.00 183,130
2022-01-27 Miller Ted Charles Director A-Award A Common Stock 1,206 0.00 132,120
2022-01-27 Berke Monique Director A-Award A Common Stock 1,206 0.00 11,718
2022-01-27 Barrett Victor Lynn Director A-Award A Common Stock 1,206 0.00 144,256
2022-01-26 Welborn Wesley Miller Director / Officer A-Award A Common Stock 4,400 0.00 73,023
2022-01-26 Petty Gary Wayne Jr Officer A-Award A Common Stock 1,500 0.00 9,552
2022-01-26 Jordan Rhett D. Officer A-Award A Common Stock 2,500 0.00 17,542
2022-01-26 Gorczynski Ronald J Officer A-Award A Common Stock 2,500 0.00 11,630
2022-01-26 Davis Gregory L. Officer A-Award A Common Stock 2,500 0.00 35,531
2022-01-26 Carroll William Young Jr. Director / Officer A-Award A Common Stock 6,500 0.00 100,600
2022-01-04 Wolpert Geoffrey Alan Director G-Gift D Common Stock 109,000 0.00 497
2021-11-23 Petty Gary Wayne Jr Officer D-Return D Stock Apperception Right 2,000 27.15 54.3K 8,052
2021-11-09 PRESLEY JOHN M Director G-Gift D Common Stock 13,000 0.00 72,573
2021-09-23 PRESLEY JOHN M Director A-Award A Common Stock 167 0.00 167
2021-09-01 PRESLEY JOHN M Director A-Award A Common Stock 85,573 0.00 85,573
2021-08-27 Davis Gregory L. Officer M-Exempt A Stock Appreciation Right 3,000 21.61 64.8K 36,031
2021-05-03 Barrett Victor Lynn Director W-Will A Common Stock 420 0.00 143,050
2021-02-22 Petty Gary Wayne Jr Officer M-Exempt D Stock Option 3,750 6.80 25.5K 0
2021-01-28 Wolpert Geoffrey Alan Director A-Award A Common Stock 500 0.00 87,284
2021-01-28 Whaley Keith Edward Director A-Award A Common Stock 500 0.00 80,242
2021-01-28 Welborn Wesley Miller Director / Officer A-Award A Common Stock 4,400 0.00 68,623
2021-01-28 Tucker Steven B. Director A-Award A Common Stock 500 0.00 55,720
2021-01-28 Phillips Ottis H Director A-Award A Common Stock 500 0.00 227,383
2021-01-28 Petty Gary Wayne Jr Officer A-Award A Common Stock 1,500 0.00 4,302
2021-01-28 Ogle David Austin Director A-Award A Common Stock 500 0.00 180,079
2021-01-28 Miller Ted Charles Director A-Award A Common Stock 500 0.00 128,958
2021-01-28 Jordan Rhett D. Officer A-Award A Common Stock 2,500 0.00 15,042
2021-01-28 Gorczynski Ronald J Officer A-Award A Common Stock 2,500 0.00 9,000
2021-01-28 Davis Gregory L. Officer A-Award A Common Stock 2,500 0.00 33,031
2021-01-28 Carroll William Young Jr. Director / Officer A-Award A Common Stock 6,500 0.00 94,100
2021-01-28 Berke Monique Director A-Award A Common Stock 500 0.00 10,512
2021-01-28 Barrett Victor Lynn Director A-Award A Common Stock 500 0.00 142,630
2020-10-23 Welborn Wesley Miller Director / Officer P-Purchase A Common Stock 1,796 14.71 26.4K 64,223
2020-05-27 Miller Clifton N Director S-Sale D Common Stock 5,000 16.90 84.5K 92,751
2020-05-14 Gorczynski Ronald J Officer P-Purchase A Common Stock 1,000 12.77 12.8K 6,500
2020-04-23 Phillips Ottis H Director A-Award A Common Stock 418 0.00 226,883
2020-04-16 Phillips Ottis H Director W-Will A Common Stock 168,139 0.00 226,465
2020-03-16 Tucker Steven B. Director M-Exempt A Common Stock 11,333 11.76 133.3K 55,220
2020-03-16 Ogle David Austin Director P-Purchase A Common Stock 2,000 14.88 29.8K 179,579
2020-03-12 Carroll William Young Sr. Director / Officer P-Purchase A Common Stock 2,000 15.88 31.8K 29,468
2020-03-11 Ogle David Austin Director P-Purchase A Common Stock 3,000 16.68 50.0K 177,579
2020-03-10 Ogle David Austin Director P-Purchase A Common Stock 4,600 16.20 74.5K 174,579
2020-03-10 Berke Monique Director P-Purchase A Common Stock 500 16.97 8.5K 10,012
2020-03-09 Miller Ted Charles Director P-Purchase A Common Stock 10,000 19.01 190.1K 128,458
2020-03-02 Phillips Ottis H Director A-Award A Common Stock 58,326 0.00 58,326
2020-03-01 Phillips Ottis H Director D Common Stock 0 0.00 0
2020-02-28 Phillips Ottis H Director D Common Stock 0 0.00 0
2020-02-21 Miller Clifton N Director S-Sale D Common Stock 5,000 20.94 104.7K 97,751
2020-02-10 Welborn Wesley Miller Director / Officer P-Purchase A Common Stock 5,450 21.49 117.1K 62,427
2020-01-23 Wolpert Geoffrey Alan Director A-Award A Common Stock 500 0.00 86,784

Executive team

Top executives
EBIT / Employee
103.0K
Shares Outstanding
17.10M

Executive compensation

Executive compensation (annual)
# Year Executive Salary Bonus Stock award Option award Incentive Other Total % Stock-
based
Filing
1 2021 William Y Carroll, Jr., President and Chief Executive Officer 494.9K 297.5K 225.6K 61.6K 1.08M 20.90%
2 2021 Wesley M. (“Miller”) Welborn, Chairman 300.8K 120.0K 118.9K 59.4K 599.1K 19.85%
3 2021 Ronald J. Gorczynski, Chief Financial Officer 269.7K 108.2K 67.6K 38.0K 483.4K 13.97%
4 2020 William Y. Carroll, Jr., President and Chief Executive Officer 475.5K 175.0K 98.7K 60.1K 809.4K 12.20%
5 2020 William Y Carroll, Jr., President and Chief Executive Officer 475.5K 175.0K 98.7K 60.1K 809.4K 12.20%
6 2020 Wesley M. (“Miller”) Welborn, Chairman 303.6K 112.8K 66.8K 57.9K 541.1K 12.35%
7 2020 Wesley M. Welborn, Chairman 303.6K 112.8K 66.8K 57.9K 541.1K 12.35%
8 2020 Ronald J. Gorczynski, Chief Financial Officer 267.6K 85.0K 38.0K 34.9K 425.5K 8.92%
9 2019 Billy Carroll, Jr., President and Chief Executive Officer 457.1K 150.0K 117.8K 59.0K 783.9K 15.02%
10 2019 William Y. Carroll, Jr., President and Chief Executive Officer 457.1K 150.0K 117.8K 59.0K 783.9K 15.02%
11 2019 Wesley M. Welborn, Chairman 302.6K 103.5K 79.7K 54.2K 540.1K 14.76%
12 2019 Wesley M. (“Miller”) Welborn, Chairman 302.6K 103.5K 79.7K 54.2K 540.1K 14.76%
13 2019 Ronald J. Gorczynski, Chief Financial Officer 251.1K 70.0K 45.3K 37.8K 404.2K 11.21%
14 2019 Ronald J. Gorczynski , Chief Financial Officer 251.1K 70.0K 45.3K 37.8K 404.2K 11.21%
15 2018 Billy Carroll, Jr., President and Chief Executive Officer 379.9K 100.0K 43.2K 89.0K 612.2K 7.06%
16 2018 Wesley M. (“Miller”) Welborn, Chairman 249.0K 75.0K 80.8K 404.8K 0.00%
17 2018 Bill Carroll, Sr., Vice-Chairman and SmartBank Director of Business Development 249.0K 50.0K 78.0K 377.0K 0.00%
18 2017 Billy Carroll, Jr., President and Chief Executive Officer 322.6K 100.0K 245.8K 83.5K 751.9K 32.69%
19 2017 Billy Carroll, Jr., President and Chief Executive Officer Bill Carroll, Sr., Vice-Chairman and Director of Business Development 322.6K 217.2K 120.0K 83.5K 743.3K 29.22%
20 2017 Wesley M. (“Miller”) Welborn, Chairman 241.9K 100.0K 184.4K 53.3K 579.5K 31.81%
21 2017 Wesley M. (Miller) Welborn, Chairman Rhett D. Jordan Chief Credit Officer 241.9K 162.9K 50.0K 53.3K 508.1K 32.06%
22 2017 Rhett D. Jordan Chief Credit Officer 188.5K 217.2K 25.0K 12.7K 443.5K 48.98%
23 2017 Bill Carroll, Sr., Vice-Chairman and Director of Business Development Wesley M. (Miller) Welborn, Chairman 241.9K 87.0K 74.3K 403.2K 0.00%
24 2017 Bill Carroll, Sr., Vice-Chairman and SmartBank Director of Business Development 241.9K 60.0K 74.3K 376.2K 0.00%
25 2016 Billy Carroll, Jr., President and Chief Executive Officer 312.0K 25.0K 88.0K 425.0K 0.00%
26 2016 Bill Carroll, Sr., Vice-Chairman and Director of Business Development 234.0K 18.8K 73.2K 325.9K 0.00%
27 2016 Billy Carroll, Jr., President and Chief Executive Officer Bill Carroll, Sr., Vice-Chairman and Director of Business Development 234.0K 18.8K 73.2K 325.9K 0.00%
28 2016 Bill Carroll, Sr., Vice-Chairman and Director of Business Development Wesley M. (Miller) Welborn, Chairman 234.0K 51.7K 285.7K 0.00%
29 2016 Wesley M. (Miller) Welborn, Chairman 234.0K 51.7K 285.7K 0.00%
30 2016 Wesley M. (Miller) Welborn, Chairman Rhett D. Jordan Chief Credit Officer 183.9K 10.0K 23.6K 217.5K 0.00%
31 2015 Billy Carroll, Jr., President and Chief Executive Officer 300.0K 25.0K 75.1K 400.1K 0.00%
32 2015 Bill Carroll, Sr., Vice-Chairman and Director of Business Development 225.0K 7.6K 61.0K 293.7K 0.00%
33 2015 Nathaniel F. Hughes, EVP and Chief Investment Officer 169.2K 50.0K 50.5K 15.8K 285.5K 17.68%
34 2015 Gregory Davis, EVP and Chief Lending Officer 178.3K 7.5K 26.4K 212.2K 0.00%
35 2015 Wesley M. (Miller) Welborn, Chairman 64.7K 46.3K 12.6K 72.9K 196.5K 29.97%
36 2014 Billy Carroll, Jr., President and Chief Executive Officer 275.3K 10.5K 67.4K 353.1K 0.00%
37 2014 Bill Carroll, Sr., Vice-Chairman and Director of Business Development 206.4K 7.8K 57.8K 272.1K 0.00%
38 2014 Nathaniel F. Hughes, EVP and Chief Investment Officer 169.2K 6.0K 32.5K 13.1K 220.8K 14.72%
39 2014 Gregory Davis, EVP and Chief Lending Officer 178.3K 6.8K 27.5K 212.5K 0.00%
40 2014 Wesley M. (Miller) Welborn, Chairman 72.0K 13.0K 93.1K 178.1K 47.74%
41 2013 Nathaniel F. Hughes President & CEO Company & Bank 169.2K 203.00 29.3K 206.7K 14.15%
42 2013 Bank Robert B. Watson Ex. Vice President Sr. Loan Officer 140.0K 203.00 17.6K 157.8K 11.12%
43 2013 James R. Vercoe Jr. Ex. Vice President Chief Credit Officer 125.0K 217.00 17.6K 142.8K 12.29%
44 2013 Bank Gary W. Petty Jr. Ex. Vice President COO Bank; CFO Company 125.0K 203.00 17.6K 142.8K 12.29%
45 2013 John H. Coxwell Senior Ex. Vice President 60.0K 203.00 35.0K 17.6K 112.8K 46.61%
46 2012 Nathaniel F. Hughes President & CEO Company & Bank 169.2K 1.0K 19.5K 197.8K 9.86%
47 2012 Bank Robert B. Watson Ex. Vice President Sr. Loan Officer 140.0K 1.0K 11.7K 152.7K 7.66%
48 2012 Robert B. Watson Ex. Vice President Sr. Loan Officer 140.0K 1.0K 11.7K 152.7K 7.66%
49 2012 James R. Vercoe Jr. Ex. Vice President Chief Credit Officer 125.0K 1.0K 11.7K 137.7K 8.50%
50 2012 Bank Gary W. Petty Jr. Ex. Vice President COO Bank; CFO Company 125.0K 1.0K 11.7K 137.7K 8.50%
51 2012 Gary W. Petty Jr. Ex. Vice President CFO Company & Bank 125.0K 1.0K 11.7K 137.7K 8.50%
52 2012 Bank James R. Vercoe Jr. Ex. Vice President Chief Risk Officer 125.0K 1.0K 11.7K 137.7K 8.50%
53 2012 John H. Coxwell Senior Ex. Vice President 35.0K 500.00 19.3K 54.8K 35.18%
54 2011 Nathaniel F. Hughes President Company & Bank 169.2K 1.0K 24.3K 202.5K 11.97%
55 2011 Nathaniel F. Hughes President & CEO Company & Bank 169.2K 1.0K 24.3K 202.5K 11.97%
56 2011 Robert B. Watson Ex. Vice President Sr. Loan Officer 140.0K 1.0K 14.6K 155.6K 9.35%
57 2011 Bank Robert B. Watson Ex. Vice President Sr. Loan Officer 140.0K 1.0K 14.6K 155.6K 9.35%
58 2011 Bank James R. Vercoe Jr. Ex. Vice President Chief Risk Officer 117.5K 1.0K 14.6K 133.6K 10.89%
59 2011 James R. Vercoe Jr. Ex. Vice President Chief Credit Officer 117.5K 1.0K 14.6K 133.1K 10.94%
60 2011 Bank Gary W. Petty Jr. Ex. Vice President COO Bank; CFO Company 115.0K 1.0K 14.6K 133.1K 10.94%
61 2011 Gary W. Petty Jr. Sr. Vice President CFO Company & Bank 115.0K 1.0K 14.6K 130.6K 11.15%
62 2011 Gary W. Petty Jr. Ex. Vice President CFO Company & Bank 115.0K 1.0K 14.6K 130.6K 11.15%
63 2011 Bank Anthony Ray Sr. Vice President Chief Risk Officer 97.0K 1.0K 14.6K 112.6K 12.93%
64 2010 Nathaniel F. Hughes President Company & Bank 179.2K 203.00 188.9K 0.00%
65 2010 Nathaniel F. Hughes President & CEO Company & Bank 179.2K 203.00 188.9K 0.00%
66 2010 Jerry D. Lee Ex. Vice President Chief Credit Officer 170.7K 203.00 174.1K 0.00%
67 2010 Robert B. Watson Ex. Vice President Sr. Loan Officer 150.0K 203.00 150.2K 0.00%
68 2010 Bank Robert B. Watson Ex. Vice President Sr. Loan Officer 150.0K 203.00 150.2K 0.00%
69 2010 Gary W. Petty Jr. Sr. Vice President CFO Company & Bank 115.0K 217.00 115.2K 0.00%
70 2010 Gary W. Petty Jr. Ex. Vice President CFO Company & Bank 115.0K 217.00 115.2K 0.00%
71 2010 Bank Gary W. Petty Jr. Sr. Vice President CFO Company & Bank 115.0K 217.00 115.2K 0.00%
72 2010 Carolyn J. Smith Sr. Vice President Chief Deposit Officer 110.0K 217.00 110.2K 0.00%
73 2010 Gregory B. Jones Former Chairman & CEO Company & Bank 101.3K 101.3K 0.00%
74 2010 Bank Anthony Ray Sr. Vice President Chief Risk Officer 85.0K 217.00 85.2K 0.00%
75 2010 Bank James R. Vercoe Jr. Ex. Vice President Chief Risk Officer 12.5K 60.00 12.6K 0.00%
76 2009 Gregory B. Jones Former Chairman & CEO Company & Bank 210.0K 17.5K 30.8K 266.1K 6.56%
77 2009 Nathaniel F. Hughes President Company & Bank 179.2K 203.00 11.3K 200.2K 5.64%
78 2009 Jerry D. Lee Ex. Vice President Chief Credit Officer 170.7K 250.00 11.3K 191.7K 5.89%
79 2009 Nathaniel F. Hughes President & CEO Company & Bank 179.2K 250.00 188.9K 0.00%
80 2009 Bank Robert B. Watson Ex. Vice President Sr. Loan Officer 150.0K 250.00 11.3K 161.6K 6.99%
81 2009 Robert B. Watson Ex. Vice President Sr. Loan Officer 150.0K 203.00 11.3K 161.5K 7.00%
82 2009 Carolyn J. Smith Sr. Vice President Chief Deposit Officer 95.5K 250.00 5.7K 101.4K 5.57%
83 2009 Bank Gary W. Petty Jr. Sr. Vice President CFO Company & Bank 92.5K 250.00 5.7K 98.4K 5.74%
84 2009 Gary W. Petty Jr. Sr. Vice President CFO Company & Bank 92.5K 217.00 5.7K 98.4K 5.74%
85 2009 Bank Anthony Ray Sr. Vice President Chief Risk Officer 62.4K 217.00 2.3K 64.9K 3.48%
86 2008 Gregory B. Jones Former Chairman & CEO Company & Bank 240.0K 500.00 14.0K 13.8K 277.8K 5.06%
87 2008 Nathaniel F. Hughes President Company & Bank 179.2K 500.00 19.0K 10.3K 218.0K 8.70%
88 2008 Nathaniel F. Hughes President & CEO Company & Bank 179.2K 500.00 11.6K 10.3K 211.1K 5.51%
89 2008 Jerry D. Lee Ex. Vice President Chief Credit Officer 170.7K 500.00 19.0K 9.7K 209.4K 9.05%
90 2008 Bank Robert B. Watson Ex. Vice President Sr. Loan Officer 146.1K 500.00 15.6K 7.9K 170.1K 9.18%
91 2008 Carolyn J. Smith Sr. Vice President Chief Deposit Officer 93.0K 500.00 6.7K 5.2K 105.4K 6.35%
92 2008 Bank Gary W. Petty Jr. Sr. Vice President CFO Company & Bank 89.0K 500.00 6.7K 5.1K 101.3K 6.60%
93 2007 Gregory B. Jones Former Chairman & CEO Company & Bank 225.0K 250.00 14.7K 13.5K 262.4K 5.59%
94 2007 Nathaniel F. Hughes President & CEO Company & Bank 168.0K 250.00 19.8K 12.0K 209.0K 9.47%
95 2007 Jerry D. Lee Ex. Vice President Chief Credit Officer 160.0K 250.00 19.8K 11.4K 200.5K 9.88%
96 2007 Bank Robert B. Watson Ex. Vice President Sr. Loan Officer 137.0K 250.00 16.3K 9.7K 163.2K 9.99%
97 2007 Carolyn J. Smith Sr. Vice President Chief Deposit Officer 89.0K 250.00 7.0K 5.0K 101.2K 6.91%
98 2007 Bank Gary W. Petty Jr. Sr. Vice President CFO Company & Bank 85.0K 250.00 7.0K 4.8K 97.1K 7.20%
99 2006 Gregory B. Jones Chairman & CEO Company & Bank 210.0K 24.3K 60.0K 29.9K 324.2K 7.49%
100 2006 Nathaniel F. Hughes President & CFO Company; President 150.0K 21.1K 43.0K 24.1K 238.1K 8.84%
101 2006 Jerry D. Lee Ex. Vice President Sr. Loan Officer Bank 145.0K 21.1K 43.0K 23.5K 232.5K 9.06%
102 2006 Robert B. Watson Sr. Vice President Bank 130.0K 16.2K 45.0K 20.4K 211.6K 7.66%
103 2006 Daniel W. Nichols Sr. Vice President Bank 97.1K 6.5K 20.0K 15.0K 138.6K 4.68%
104 2005 Gregory B. Jones Chairman & CEO Company & Bank 190.0K 26.7K 50.0K 18.3K 285.0K 9.35%
105 2005 Jerry D. Lee Ex. Vice President Sr. Loan Officer Bank 133.5K 26.7K 35.0K 13.8K 208.9K 12.76%
106 2005 Nathaniel F. Hughes President & CFO Company; President 133.5K 26.7K 35.0K 12.6K 207.7K 12.83%
107 2005 Jerry D. Lee Ex. Vice President Sr. Loan Officer 133.5K 30.0K 7.0K 22.2K 192.7K 3.63%
108 2005 Bank Nathaniel F. Hughes President & COO Company & Bank 133.5K 25.0K 9.0K 21.0K 188.5K 4.78%
109 2005 Robert B. Watson Sr. Vice President Bank 102.8K 16.4K 38.0K 10.7K 167.9K 9.77%
110 2005 Daniel W. Nichols Sr. Vice President Bank 93.3K 8.2K 20.0K 9.3K 130.8K 6.27%
111 2004 Gregory B. Jones Chairman & CEO Company & Bank 175.0K 25.9K 40.0K 12.0K 252.9K 10.25%
112 2004 Jerry D. Lee Ex. Vice President Sr. Loan Officer Bank 125.0K 20.2K 30.0K 8.6K 183.8K 10.97%
113 2004 Nathaniel F. Hughes President & CFO Company; President 125.0K 25.9K 25.0K 7.5K 183.4K 14.13%
114 2004 Jerry D. Lee Ex. Vice President Sr. Loan Officer 125.0K 18.0K 13.0K 16.4K 172.4K 7.54%
115 2004 Bank Nathaniel F. Hughes President & COO Company & Bank 125.0K 18.0K 13.0K 15.3K 171.3K 7.59%
116 2004 Robert B. Watson Sr. Vice President Bank 91.8K 8.6K 35.0K 6.3K 141.8K 6.09%
117 2004 Daniel W. Nichols Sr. Vice President Bank 83.3K 5.8K 20.0K 4.9K 114.0K 5.05%
118 2003 Gregory B. Jones Chairman & CEO Company & Bank 155.0K 10.0K 17.0K 17.2K 199.2K 8.53%
119 2003 Jerry D. Lee Ex. Vice President Sr. Loan Officer 117.7K 7.0K 11.0K 11.9K 147.6K 7.45%
120 2003 Bank Nathaniel F. Hughes President & COO Company & Bank 115.2K 7.0K 11.0K 12.3K 145.5K 7.56%
121 2003 Jerry D. Lee Ex. Vice President Sr. Loan Officer Company & Bank 117.7K 7.0K 5.5K 5.4K 135.6K 4.06%
122 2003 Nathaniel F. Hughes President & CFO Company & Bank 115.2K 7.0K 5.5K 5.4K 133.1K 4.13%
123 2003 Robert B. Watson Sr. Vice President Bank 85.0K 3.0K 4.0K 5.3K 97.3K 4.11%
124 2003 Daniel W. Nichols Sr. Vice President Bank 76.5K 2.0K 4.5K 83.0K 2.41%
125 2002 Gregory B. Jones Chairman & CEO Company & Bank 145.0K 5.0K 16.0K 7.2K 173.2K 9.24%
126 2002 Gregory B. Jones President & CEO Company & Bank 145.0K 5.0K 8.0K 7.2K 165.2K 4.84%
127 2002 Jerry D. Lee Ex. Vice President Sr. Loan Officer 110.0K 10.0K 120.0K 8.33%
128 2002 Jerry D. Lee Ex. Vice President Sr. Loan Officer Company & Bank 110.0K 5.0K 115.0K 4.35%
129 2002 Bank Nathaniel F. Hughes President & COO Company & Bank 96.0K 10.0K 106.0K 9.43%
130 2002 Nathaniel F. Hughes President & CFO Company & Bank 96.0K 5.0K 101.0K 4.95%
131 2002 Robert B. Watson Sr. Vice President Bank 80.0K 80.0K 0.00%
132 2001 Gregory B. Jones President & CEO Company and Bank 137.4K 5.1K 5.4K 147.9K 3.45%
133 2001 Gregory B. Jones Chairman & CEO Company & Bank 137.4K 5.1K 5.4K 147.9K 3.45%
134 2001 Gregory B. Jones President & CEO Company & Bank 137.4K 5.1K 5.4K 147.9K 3.45%
135 2001 Jerry D. Lee Ex. Vice President Sr. Loan Officer 102.5K 5.1K 107.6K 4.74%
136 2001 Jerry D. Lee Ex. Vice President Sr. Loan Officer Company & Bank 102.5K 5.1K 107.6K 4.74%
137 2001 Jerry D. Lee Ex Vice President Sr. Loan Officer 102.5K 5.1K 107.6K 4.74%
138 2001 Nathaniel F. Hughes President & CFO Company & Bank 84.0K 5.1K 89.1K 5.72%
139 2000 Gregory B. Jones President & CEO Company & Bank 129.0K 5.5K 5.4K 139.9K 3.93%
140 2000 Gregory B. Jones President & CEO Company and Bank 129.0K 5.5K 5.4K 139.9K 3.93%
141 2000 Jerry D. Lee Ex Vice President Sr. Loan Officer 98.5K 5.5K 104.0K 5.29%
142 2000 Jerry D. Lee Ex. Vice President Sr. Loan Officer 98.0K 5.5K 103.5K 5.31%
143 1999 Gregory B. Jones President & CEO Company and Bank 120.0K 5.5K 5.4K 130.9K 4.20%
144 1999 Jerry D. Lee Ex Vice President Sr. Loan Officer 95.0K 5.5K 100.5K 5.47%
CEO compensation breakdown

Proxy statements

Proxy statements (DEF 14A)
Filing date Form type Filing
2026-04-07 DEFA14A
2026-04-07 DEF 14A
2025-04-08 DEFA14A
2025-04-08 DEF 14A

Recent SEC filings

Recent SEC filings
Filing date Form type Filing
2026-05-22 8-K
2026-05-20 4
2026-05-20 4
2026-05-20 4
2026-05-13 EFFECT
2026-05-11 10-Q
2026-05-04 4
2026-05-01 S-3
2026-04-30 8-K
2026-04-27 SC 13G/A

Executive team

NameTitleCompensationGender
William Young Carroll Jr. President, Chief Executive Officer & Director 1M male
Ronald J. Gorczynski Executive Vice President & Chief Financial Officer 610.0K male
Rhett D. Jordan Executive Vice President & Chief Credit Officer of SmartBank 567.5K male
Cynthia A. Cain Executive VP & Chief Operating Officer of SmartBank 490.4K female
Daniel W. Nichols Senior Vice President, Cornerstone Community Bank 122.6K male
Martin E. Schrodt Executive VP & Chief Banking Officer of SmartBank male
Brian Groeschell President of North-Southwest Alabama Division male
Monty Hatcher Executive Vice President male
Nathan Strall Head of Investor Relations male
Rebecca C. Boyd Executive VP & Chief People Officer of SmartBank female
Robbie Washington Senior Vice President, Community Reinvestment Act Officer & Director of HMDA female
Travis Lytle Senior Vice President and Director of Community Development & Community Reinvestment Act Officer male
ESG Rating
B
BANKS - REGIONAL
2018
E (Environmental)
71.1 / 64.3
Company / Sector avg.
S (Social)
63.6 / 76.5
Company / Sector avg.
G (Governance)
69.8 / 75.5
Company / Sector avg.
ESG Total
68.2 / 72.1
Company / Sector avg.
ESG Score History BANKS - REGIONAL
Benchmark vs Sector
Senate Trading Activity

No Senate trading activity found for this company.

House Trading Activity

No House trading activity found for this company.

Market share among peers
Peer comparison — filtered group (TTM)
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Dividend yield history

Dividend history

Earnings history

Earnings reports

Stock splits