A Geoffrey Wolpert's Insider Trades & SAST Disclosures
A Geoffrey Wolpert's most recent trade in SmartFinancial Inc was a trade of 1,026 Common Stock done . Disclosure was reported to the exchange on Jan. 16, 2025.
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"Balanced Fund": Use this format with quotation marks to find the exact phrase. The output matches
"Balanced Fund"
but not "Balanced Growth Fund"
Balanced Fund: Use this format without quotation marks to search for all funds related to the term
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"Balanced Income Fund", "Balanced Growth Fund" and any fund name containing "Balanced Fund".
| Stock | Client Name | Client Category | Action | Reported to Exchange | Quantity | Post Transaction Holding | Traded % | Avg. Price | Value | Security Type |
|---|---|---|---|---|---|---|---|---|---|---|
| SmartFinancial Inc | Geoffrey A Wolpert | Director | Grant, award, or other acquisition of securities at price $ 0.00 per share. | 16 Jan 2025 | 1,026 | 98,703 (0%) | 0% | 0 | Common Stock | |
| SmartFinancial Inc | A Geoffrey Wolpert | Director | Grant, award, or other acquisition of securities at price $ 0.00 per share. | 31 Jan 2024 | 1,376 | 96,208 (0%) | 0% | 0 | Common Stock | |
| SmartFinancial Inc | Geoffrey A Wolpert | Director | Purchase of securities on an exchange or from another person at price $ 20.01 per share. | 12 May 2023 | 2,500 | 93,926 (0%) | 0% | 20.0 | 50,025 | Common Stock |
| SmartFinancial Inc | Geoffrey A Wolpert | Director | Grant, award, or other acquisition of securities at price $ 0.00 per share. | 26 Jan 2023 | 1,211 | 91,426 (0%) | 0% | 0 | Common Stock | |
| SmartFinancial Inc | Geoffrey A Wolpert | Director | Grant, award, or other acquisition of securities at price $ 0.00 per share. | 27 Jan 2022 | 1,206 | 89,768 (0%) | 0% | 0 | Common Stock | |
| SmartFinancial Inc | Geoffrey A Wolpert | Director | Gift of securities by or to the insider at price $ 0.00 per share. | 04 Jan 2022 | 109,000 | 497 (0%) | 0% | 0 | Common Stock | |
| SmartFinancial Inc | Geoffrey A Wolpert | Director | Grant, award, or other acquisition of securities at price $ 0.00 per share. | 28 Jan 2021 | 500 | 87,284 (0%) | 0% | 0 | Common Stock |
*All Values are in $ Million
Client Category: Promoter/ KMP/ Director / Immediate Relatives / Employee / etc
Security Type: Share/ Warrants / Convertible Debentures
Security Type: Share/ Warrants / Convertible Debentures
Data as reported to USA Exchanges