CornerStone Bancshares Inc

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CornerStone Bancshares Inc
TickerSMBK
CIK #0001038773
CUSIP83190L208
SectorFinance - National Commercial Banks
Address4154 Ringgold Rd, Chattanooga, TN 37412-416
Source [EDGAR]
Reg D Offering (Form D) Filed Raised Terms
Smartfinancial Inc 2025-09-02 100.0 M Exemption: 506(b) · Duration: One year or less · Finder's Fee: $1,250,000 · Revenue: Decline to Disclose
CIK Filing 2011 - 2026
[0001038773] 10-K
[0001038773] 10-Q
[0001038773] 3
[0001038773] 4
[0001038773] 5
[0001038773] 8-K
[0001038773] D
[0001038773] SC 13D
[0001038773] SC 13G
Form 13D/13G Filer Form 13D/13G Subject Filed % Owned
Lehman Kenneth R Smartfinancial Inc [2024-02-12] 0.0
Lehman Kenneth R Smartfinancial Inc [2021-09-13] 0.0
BlackRock Inc Smartfinancial Inc [2021-02-02] 5.7
BlackRock Inc Smartfinancial Inc [2020-02-07] 5.1
EJF Capital LLC Smartfinancial Inc [2017-02-06] 5.4
Barnett & Company Inc CornerStone Bancshares Inc [2015-07-17] 14.0
Barnett & Company Inc CornerStone Bancshares Inc [2015-04-20] 14.0
Barnett & Company Inc CornerStone Bancshares Inc [2015-02-19] 14.0
Form 3/4/5 Filer 2011 - 2026
Jordan Rhett D
Smartfinancial Inc
Barrett Victor Lynn
Ackermann Cathy G
Wolpert Geoffrey Alan
Shomaker Kelli D
Carroll William Young Jr
Gorczynski Ronald J
Cain Cynthia A
Trumpp Jarrod M
Welborn Wesley Miller
Schrodt Martin E
Boyd Rebecca C
Tucker Steven B
Ogle David Austin
Whaley Keith Edward
Miller Ted Charles
Petty Gary Wayne Jr
Presley John M
Davis Gregory L
Phillips Ottis H
Berke Monique
Miller Clifton N
Carroll William Young Sr
Wicks James Beaumont
Yoder William L
Johnson C Bryan
Kuhn Robert Wade Jr
Payne Doyce G MD
McDonald Frank S
Coxwell John H Sr
Hughes Nathaniel F
Barbee Felicia F
Vercoe James Robert Jr
Yessick Marsha
Wiggins Billy O
Fillauer Karl
Driver B Kenneth
Watson Robert B
Fussell David
Levine Lawrence D
Ray Anthony
Insider Transaction (Form 3/4/5) Date Action Shares Price Value ($)
Jordan Rhett D
Common Stock
2026-03-10 Grant 3,414 $0.00
Schrodt Martin E
Common Stock
2026-03-10 Grant 1,998 $0.00
Welborn Wesley Miller
Common Stock
2026-03-10 Grant 3,542 $0.00
Trumpp Jarrod M
Common Stock
2026-03-10 Grant 990 $0.00
Gorczynski Ronald J
Common Stock
2026-03-10 Grant 3,752 $0.00
Carroll William Young Jr
Common Stock
2026-03-10 Grant 9,450 $0.00
Boyd Rebecca C
Common Stock
2026-03-10 Grant 1,913 $0.00
Cain Cynthia A
Common Stock
2026-03-10 Grant 2,052 $0.00
Welborn Wesley Miller
Common Stock
2026-02-09 Buy 835 $43.13 36,014
Shomaker Kelli D
Common Stock
2026-01-29 Grant 808 $0.00
Ackermann Cathy G
Common Stock
2026-01-29 Grant 808 $0.00
Whaley Keith Edward
Common Stock
2026-01-29 Grant 808 $0.00
Tucker Steven B
Common Stock
2026-01-29 Grant 808 $0.00
Ogle David Austin
Common Stock
2026-01-29 Grant 808 $0.00
Barrett Victor Lynn
Common Stock
2026-01-29 Grant 808 $0.00
Wolpert Geoffrey Alan
Common Stock
2026-01-29 Grant 808 $0.00
Shomaker Kelli D
Common Stock
2026-01-27 Buy 255 $39.38 10,042
Gorczynski Ronald J
Common Stock
2026-01-01 Tax withheld 842 $36.99 31,146
Welborn Wesley Miller
Common Stock
2026-01-01 Tax withheld 1,305 $36.99 48,272
Carroll William Young Jr
Common Stock
2026-01-01 Tax withheld 1,807 $36.99 66,841
showing 20 of 200 most recent transactions
13F Ownership Over TimeHoldersShares Held
2026-03-31 175 10,349,303
2025-12-31 166 10,172,659
2025-09-30 160 9,448,998
2025-06-30 152 9,471,721
2025-03-31 140 9,550,688
2024-12-31 129 9,447,277
2024-09-30 117 9,302,687
2024-06-30 104 9,083,173
2024-03-31 103 9,015,676
2023-12-31 105 8,849,519
2023-09-30 94 8,402,877
2023-06-30 97 8,384,939
Form 13F Holdings
Firm Period DFND Voting Shares
Salzhauer Michael [2026-06-30] OTR 0 211,013
Patriot Investment Management Group Inc [2026-06-30] SOLE 0 34,938
Y-Intercept Hong Kong Ltd [2026-06-30] SOLE 9,226 9,226
Sequoia Financial Advisors LLC [2026-06-30] SOLE 0 7,915
HHM Wealth Advisors LLC [2026-06-30] SOLE 0 7,332
Diversified Trust Co [2026-06-30] SOLE 0 4,387
Alaska Retirement Management Board [2026-06-30] SOLE 2,105 2,105
Versant Capital Management Inc [2026-06-30] SOLE 674 674
Gamma Investing LLC [2026-06-30] DFND 130 130
MassMutual Private Wealth & Trust FSB [2026-06-30] SOLE 95 95
Farther Finance Advisors LLC [2026-06-30] SOLE 0 58
IFP Advisors LLC [2026-06-30] SOLE 47 47
Slatestone Wealth LLC [2026-06-30] SOLE 0 29
Fortitude Family Office LLC [2026-06-30] SOLE 27 27
True Wealth Design LLC [2026-06-30] SOLE 0 25
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