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More Details of SmartFinancial Inc Company

SmartFinancial, Inc. is the bank holding company for SmartBank (the Bank). The Bank is a full-service commercial bank with branches across Tennessee, Alabama, and Florida. The principal business of the Bank consists of attracting deposits from the general public and investing those funds, together with funds generated from operations and from principal and interest payments on loans, primarily in commercial loans, commercial and residential real estate loans, leases, consumer loans and residential and commercial construction loans. It also originates one to four family residential mortgage loans and generally enters into a commitment to sell these loans in the secondary market. SBK Insurance, Inc., a subsidiary of the Bank, provides insurance products in the property and casualty area, commercial, transportation, and life and health to their respective clients. The Bank provides a suite of commercial and consumer banking services to clients through about 42 full-service bank branches.

Company Info

Ticker SymbolSMBK

Company nameSmartFinancial Inc

IPO dateJun 21, 2001

CEOMr. William Y. (Billy) Carroll, Jr.

Number of employees597

Security typeOrdinary Share

Fiscal year-endJun 21

Address5401 Kingston Pike Ste 600

CityKNOXVILLE

Stock exchangeNYSE Consolidated

CountryUnited States of America

Postal code37919

Phone18654375700

Websitehttps://www.smartfinancialinc.com/

Ticker SymbolSMBK

IPO dateJun 21, 2001

CEOMr. William Y. (Billy) Carroll, Jr.

Company Executives

Name

Name/Position

Position

Shareholding

Change

Mr. David Austin Ogle

Lead Independent Director

236.15K

+1.57%

Mr. Geoffrey Alan Wolpert

Independent Director

211.91K

+1.39%

Mr. Victor Lynn Barrett, CPA

Independent Director

157.04K

--

Dr. Keith Edward Whaley, O.D.

Independent Director

86.56K

--

Mr. Steven B. (Steve) Tucker

Independent Director

60.54K

-10.00%

Mr. Ronald J. Gorczynski, CPA

Chief Financial Officer, Executive Vice President of SmartFinancial and SmartBank

21.63K

+0.98%

Mr. Rhett D. Jordan

Executive Vice President, Chief Credit Officer of SmartBank

10.35K

--

Ms. Kelli D Shomaker, CPA

Independent Director

767.00

--

Mr. William Y. (Bill) Carroll, Sr.

Vice Chairman of the Board

--

Mr. William Y. (Billy) Carroll, Jr.

President, Chief Executive Officer, Director

--

Name

Name/Position

Position

Shareholding

Change

Mr. David Austin Ogle

Lead Independent Director

236.15K

+1.57%

Mr. Geoffrey Alan Wolpert

Independent Director

211.91K

+1.39%

Mr. Victor Lynn Barrett, CPA

Independent Director

157.04K

--

Dr. Keith Edward Whaley, O.D.

Independent Director

86.56K

--

Mr. Steven B. (Steve) Tucker

Independent Director

60.54K

-10.00%

Mr. Ronald J. Gorczynski, CPA

Chief Financial Officer, Executive Vice President of SmartFinancial and SmartBank

21.63K

+0.98%

Revenue Breakdown

FY2024

FY2023

FY2022

No Data

By RegionUSD

Name

Revenue

Proportion

United States

152.84M

0.00%

By Business

By Region

No Data

Shareholding Stats

Updated: Thu, May 22

Shareholders

Shareholder Types

Shareholders

Proportion

Lehman (Kenneth R)

7.56%

BlackRock Institutional Trust Company, N.A.

7.07%

The Vanguard Group, Inc.

4.67%

Dimensional Fund Advisors, L.P.

4.62%

Private Capital Management

3.04%

Other

73.04%

Shareholders

Proportion

Lehman (Kenneth R)

7.56%

BlackRock Institutional Trust Company, N.A.

7.07%

The Vanguard Group, Inc.

4.67%

Dimensional Fund Advisors, L.P.

4.62%

Private Capital Management

3.04%

Other

73.04%

Shareholder Types

Shareholders

Proportion

Investment Advisor

29.13%

Investment Advisor/Hedge Fund

22.69%

Individual Investor

15.38%

Hedge Fund

4.24%

Research Firm

1.56%

Bank and Trust

0.24%

Pension Fund

0.22%

Insurance Company

0.03%

Other

26.51%

Institutional Shareholding

Updated: Tue, Jul 1

Reporting Period

No. of institutions

Shares Held

Proportion

Change

2025Q2

263

12.54M

73.70%

-94.33K

2025Q1

272

12.60M

74.06%

-72.58K

2024Q4

259

12.39M

73.13%

+102.86K

2024Q3

242

12.37M

73.01%

+184.80K

2024Q2

230

11.99M

70.79%

-129.52K

2024Q1

226

11.80M

69.23%

-200.52K

2023Q4

223

11.76M

69.22%

-36.98K

2023Q3

216

11.31M

66.60%

-278.15K

2023Q2

221

11.22M

66.05%

-546.96K

2023Q1

223

11.33M

66.67%

-386.43K

Shareholder Activity

Name

Shares Held

Proportion

Change

Chg %

Date

Lehman (Kenneth R)

1.29M

7.56%

+160.39K

+14.25%

Dec 31, 2023

BlackRock Institutional Trust Company, N.A.

1.20M

7.07%

-29.44K

-2.39%

Mar 31, 2025

The Vanguard Group, Inc.

794.87K

4.67%

-23.20K

-2.84%

Mar 31, 2025

Dimensional Fund Advisors, L.P.

786.50K

4.62%

+28.44K

+3.75%

Mar 31, 2025

Private Capital Management

517.89K

3.04%

-4.79K

-0.92%

Mar 31, 2025

Cravens & Company Wealth Management

439.69K

2.58%

-8.67K

-1.93%

Mar 31, 2025

Wellington Management Company, LLP

420.98K

2.47%

-16.82K

-3.84%

Mar 31, 2025

State Street Global Advisors (US)

341.51K

2.01%

-3.14K

-0.91%

Mar 31, 2025

Geode Capital Management, L.L.C.

340.31K

2%

+6.89K

+2.07%

Mar 31, 2025

1st & Main Growth Partners

294.91K

1.73%

-67.52K

-18.63%

Mar 31, 2025

Related ETFs

Updated: Sat, Aug 2

Name

Proportion

SPDR SSGA US Small Cap Low Volatility Index ETF

0.32%

Inspire Small/Mid Cap ESG ETF

0.21%

Zacks Small/Mid Cap ETF

0.21%

Harbor Human Capital Factor US Small Cap ETF

0.13%

iShares Micro-Cap ETF

0.11%

Avantis US Small Cap Equity ETF

0.06%

WisdomTree US SmallCap Fund

0.04%

WisdomTree U.S. SmallCap Dividend Fund

0.04%

Avantis US Small Cap Value ETF

0.04%

DFA Dimensional US Small Cap Value ETF

0.04%

SPDR SSGA US Small Cap Low Volatility Index ETF

Proportion0.32%

Inspire Small/Mid Cap ESG ETF

Proportion0.21%

Zacks Small/Mid Cap ETF

Proportion0.21%

Harbor Human Capital Factor US Small Cap ETF

Proportion0.13%

iShares Micro-Cap ETF

Proportion0.11%

Avantis US Small Cap Equity ETF

Proportion0.06%

WisdomTree US SmallCap Fund

Proportion0.04%

WisdomTree U.S. SmallCap Dividend Fund

Proportion0.04%

Avantis US Small Cap Value ETF

Proportion0.04%

DFA Dimensional US Small Cap Value ETF

Proportion0.04%

Dividend

A total of 22.29M USD has been distributed in dividends over the past 5 years.

Date

Dividend

Record Date

Payment Date

Ex-dividend Date

Jan 21, 2025

SMBK.NB Final Cash Dividend of gross USD 0.08 paid on Feb 18, 2025 going ex on Jan 31, 2025

Jan 31, 2025

Feb 18, 2025

Jan 31, 2025

Oct 28, 2024

SMBK.NB Interim Cash Dividend of gross USD 0.08 paid on Nov 27, 2024 going ex on Nov 12, 2024

Nov 12, 2024

Nov 27, 2024

Nov 12, 2024

Jul 25, 2024

SMBK.NB Interim Cash Dividend of gross USD 0.08 paid on Aug 26, 2024 going ex on Aug 09, 2024

Aug 09, 2024

Aug 26, 2024

Aug 09, 2024

Apr 25, 2024

SMBK.NB Interim Cash Dividend of gross USD 0.08 paid on May 28, 2024 going ex on May 09, 2024

May 10, 2024

May 28, 2024

May 09, 2024

Jan 23, 2024

SMBK.NB Final Cash Dividend of gross USD 0.08 paid on Feb 20, 2024 going ex on Feb 01, 2024

Feb 02, 2024

Feb 20, 2024

Feb 01, 2024

Oct 30, 2023

SMBK.NB Interim Cash Dividend of gross USD 0.08 paid on Nov 27, 2023 going ex on Nov 10, 2023

Nov 13, 2023

Nov 27, 2023

Nov 10, 2023

Jul 27, 2023

SMBK.NB Interim Cash Dividend of gross USD 0.08 paid on Aug 28, 2023 going ex on Aug 10, 2023

Aug 11, 2023

Aug 28, 2023

Aug 10, 2023

Apr 27, 2023

SMBK.NB Interim Cash Dividend of gross USD 0.08 paid on May 29, 2023 going ex on May 11, 2023

May 12, 2023

May 29, 2023

May 11, 2023

Jan 26, 2023

SMBK.NB Final Cash Dividend of gross USD 0.08 paid on Feb 27, 2023 going ex on Feb 09, 2023

Feb 10, 2023

Feb 27, 2023

Feb 09, 2023

Oct 28, 2022

SMBK.NB Interim Cash Dividend of gross USD 0.07 paid on Nov 29, 2022 going ex on Nov 10, 2022

Nov 14, 2022

Nov 29, 2022

Nov 10, 2022

Stock Split

Date

Type

Ratio

No Data

Date

Type

Ratio

No Data

SmartFinancial Inc

33.650USD

SmartFinancial Inc

33.650

Overview

Company

Financials