Holdings derived from the most recent reported transactions. Not adjusted for stock splits or share-class conversions.
| Issuer | Shares | Source | Last tx | Detail |
|---|---|---|---|---|
| SMARTFINANCIAL INC. | 24,729 | reported | 10 Mar 2026 | tx 12+23,497−2,548 |
| BNC BANCORP | 0 | reported | 16 Jun 2017 | tx 20+56,000−45,809 |
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 10 Mar 2026 | GRANT_AWARD | SMARTFINANCIAL INC. | 3,752 | 0.00 USD | |
| 01 Jan 2026 | TAX_WITHHOLDING | SMARTFINANCIAL INC. | 842 | 36.99 USD | |
| 29 Jan 2025 | GRANT_AWARD | SMARTFINANCIAL INC. | 5,000 | 0.00 USD | |
| 29 Jan 2025 | GRANT_AWARD | SMARTFINANCIAL INC. | 1,247 | 0.00 USD | |
| 01 Jan 2025 | TAX_WITHHOLDING | SMARTFINANCIAL INC. | 850 | 30.98 USD | |
| 30 Jan 2024 | GRANT_AWARD | SMARTFINANCIAL INC. | 677 | 0.00 USD | |
| 31 Jan 2024 | TAX_WITHHOLDING | SMARTFINANCIAL INC. | 856 | 23.26 USD | |
| 25 Jan 2023 | GRANT_AWARD | SMARTFINANCIAL INC. | 4,321 | 0.00 USD | |
| 26 Jan 2022 | GRANT_AWARD | SMARTFINANCIAL INC. | 2,500 | 0.00 USD | |
| 28 Jan 2021 | GRANT_AWARD | SMARTFINANCIAL INC. | 2,500 | 0.00 USD | |
| 14 May 2020 | PURCHASE | SMARTFINANCIAL INC. | 1,000 | 12.77 USD | |
| 22 Jan 2020 | GRANT_AWARD | SMARTFINANCIAL INC. | 2,500 | 0.00 USD | |
| 16 Jun 2017 | OTHER | BNC BANCORP | 31,755 | — | |
| 15 Jun 2017 | TAX_WITHHOLDING | BNC BANCORP | 3,735 | 35.15 USD | |
| 09 Jun 2017 | EXERCISE | BNC BANCORP | 7,000 | 7.40 USD | |
| 09 Jun 2017 | EXERCISE | BNC BANCORP | 7,000 | 0.00 USD | deriv |
| 12 Dec 2016 | GRANT_AWARD | BNC BANCORP | 5,000 | 0.00 USD | |
| 02 Dec 2016 | TAX_WITHHOLDING | BNC BANCORP | 623 | 30.35 USD | |
| 19 Oct 2016 | TAX_WITHHOLDING | BNC BANCORP | 432 | 24.75 USD | |
| 07 Oct 2016 | TAX_WITHHOLDING | BNC BANCORP | 539 | 24.44 USD | |
| 06 Oct 2015 | GRANT_AWARD | BNC BANCORP | 5,000 | 0.00 USD | |
| 01 Dec 2014 | GRANT_AWARD | BNC BANCORP | 5,000 | 0.00 USD | |
| 10 Oct 2014 | TAX_WITHHOLDING | BNC BANCORP | 431 | 15.66 USD | |
| 02 Oct 2014 | TAX_WITHHOLDING | BNC BANCORP | 1,294 | 15.72 USD | |
| 10 Oct 2013 | GRANT_AWARD | BNC BANCORP | 4,000 | 0.00 USD |