Keith Edward Whaley - Net Worth and Insider Trading

Keith Edward Whaley Net Worth

The estimated net worth of Keith Edward Whaley is at least $2 Million dollars as of 2024-09-23. Keith Edward Whaley is the Director of SmartFinancial Inc and owns about 84,159 shares of SmartFinancial Inc (SMBK) stock worth over $2 Million. Details can be seen in Keith Edward Whaley's Latest Holdings Summary section.

Disclaimer: The insider information is derived from SEC filings. The estimated net worth is based on the final shares held after open market or private purchases and sales of common stock with a transaction code of "P" or "S" on Form 4, assuming that Keith Edward Whaley has not made any transactions after 2023-05-08 and currently still holds the listed stock(s). Please note that this estimate may not reflect the actual net worth.

GuruFocus Premium Membership
30 Years of Financial Data on One Screen
Unlimited Filters in All-in-One Stock Screener
Exclusive Earnings Calls & Stock Analysis
Customizable Stock Dashboard
Real-Time Insider Trading Alerts
8,000+ Institutional Investors’ 13F Holdings
Excel & Google Sheets Integration
Downloadable Data
Quick Customer Support
And Much More...

Transaction Summary of Keith Edward Whaley

To

Keith Edward Whaley Insider Ownership Reports

Based on ownership reports from SEC filings, as the reporting owner, Keith Edward Whaley owns 1 companies in total, including SmartFinancial Inc (SMBK) .

Click here to see the complete history of Keith Edward Whaley’s form 4 insider trades.

Insider Ownership Summary of Keith Edward Whaley

Ticker Comapny Transaction Date Type of Owner
SMBK SmartFinancial Inc 2023-05-08 director

Keith Edward Whaley Latest Holdings Summary

Keith Edward Whaley currently owns a total of 1 stock. Keith Edward Whaley owns 84,159 shares of SmartFinancial Inc (SMBK) as of May 8, 2023, with a value of $2 Million.

Latest Holdings of Keith Edward Whaley

Ticker Comapny Latest Transaction Date Shares Owned Current Price ($) Current Value ($)
SMBK SmartFinancial Inc 2023-05-08 84,159 29.57 2,488,582

Holding Weightings of Keith Edward Whaley


Keith Edward Whaley Form 4 Trading Tracker

According to the SEC Form 4 filings, Keith Edward Whaley has made a total of 1 transactions in SmartFinancial Inc (SMBK) over the past 5 years, including 1 buys and 0 sells. The most-recent trade in SmartFinancial Inc is the acquisition of 1,500 shares on May 8, 2023, which cost Keith Edward Whaley around $32,010.

Insider Trading History of Keith Edward Whaley

No transactions are available. GuruFocus only tracks and displays the purchase and sale of non-derivative security in open market or private transactions from SEC filings with the transaction code of P or S.
Total 0
  • 1
Only the transactions in Open Market or Private Sale at the market prices are included. Other transactions such as conversion of derivative security or exercise of options are not included. Insiders are limited to only officers and/or directors of the company.

Keith Edward Whaley Trading Performance

GuruFocus tracks the stock performance after each of Keith Edward Whaley's buying transactions within different timeframes. To be detailed, the average return of stocks after 3 months bought by Keith Edward Whaley is 7.28%. GuruFocus also compares Keith Edward Whaley's trading performance to market benchmark return within the same time period. The performance of stocks bought by Keith Edward Whaley within 3 months outperforms 1 times out of 2 transactions in total compared to the return of S&P 500 within the same period.

You can select different timeframes to see how Keith Edward Whaley's insider trading performs compared to the benchmark.

Please note GuruFocus will not track the insiders’ transaction performance if he/she does not have buying transactions.

Performance of Keith Edward Whaley

Average Return

LIMIT
Average return per transaction

Outperforming Transactions

LIMIT
1 out of 2 outperforming transactions.
Each transaction is measured over a period and compared to .
1 Month 3 Months 6 Months 1 Year 2 Years 3 Years
Return(%) 5.47 LIMIT LIMIT LIMIT LIMIT LIMIT
Relative Return to S&P 500(%) 1.75 LIMIT LIMIT LIMIT LIMIT LIMIT

Keith Edward Whaley Ownership Network

Ownership Network List of Keith Edward Whaley

No Data

Ownership Network Relation of Keith Edward Whaley

Insider Network Chart

Keith Edward Whaley Owned Company Details

What does SmartFinancial Inc do?

Who are the key executives at SmartFinancial Inc?

Keith Edward Whaley is the director of SmartFinancial Inc. Other key executives at SmartFinancial Inc include Chief Credit Officer & EVP Rhett D. Jordan , Chief Risk Officer & EVP Petty Gary Wayne Jr , and director & Chairman Wesley Miller Welborn .

SmartFinancial Inc (SMBK) Insider Trades Summary

Over the past 18 months, Keith Edward Whaley made 1 insider transaction in SmartFinancial Inc (SMBK) with a net purchase of 1,500. Other recent insider transactions involving SmartFinancial Inc (SMBK) include a net sale of 2,800 shares made by Rhett D. Jordan , a net purchase of 4,025 shares made by Wesley Miller Welborn , and a net sale of 22,500 shares made by John M Presley .

In summary, during the past 3 months, insiders sold 270 shares of SmartFinancial Inc (SMBK) in total and bought 0 shares, with a net sale of 270 shares. During the past 18 months, 27,694 shares of SmartFinancial Inc (SMBK) were sold and 18,928 shares were bought by its insiders, resulting in a net sale of 8,766 shares.

SmartFinancial Inc (SMBK)'s detailed insider trading history can be found in Insider Trading Tracker table.

To

SmartFinancial Inc Insider Transactions

No Available Data

Keith Edward Whaley Mailing Address

Above is the net worth, insider trading, and ownership report for Keith Edward Whaley. You might contact Keith Edward Whaley via mailing address: 5401 Kingston Pike, Suite 600, Knoxville Tn 37919.

Discussions on Keith Edward Whaley

No discussions yet.