southern bank has served the financial needs of america's heartland for over 130 years, making us one of the oldest financial institutions headquartered in the region. we were originally chartered in 1887 as a mutual institution that was owned by its depositors. our original founders deposited $100,000 in the poplar bluff loan and building in order to provide financing to help people buy homes. the name was chosen to symbolize our original purpose.
Company profile
Ticker
SMBC
Exchange
Website
CEO
Greg A. Steffens
Employees
Incorporated
Location
Fiscal year end
Industry (SIC)
Former names
SOUTHERN MISSOURI BANCORP INC
SEC CIK
Corporate docs
Subsidiaries
SMS Financial Services, Inc. • SB Corning, LLC • SB Real Estate Investment, LLC • Southern Bank Real Estate Investments, LLC • Southern Insurance Services, LLC • Fortune Investment Group, LLC • Fortune Insurance Group, LLC • Fortune SBA, LLC ...
IRS number
431665523
SMBC stock data
Latest filings (excl ownership)
8-K
Other Events
25 Apr 24
S-8
Registration of securities for employees
21 Mar 24
8-K
Other Events
4 Mar 24
8-K
Regulation FD Disclosure
28 Feb 24
10-Q
2024 Q2
Quarterly report
9 Feb 24
8-K
Results of Operations and Financial Condition
30 Jan 24
8-K
Other Events
25 Jan 24
10-Q
2024 Q1
Quarterly report
9 Nov 23
8-K
Submission of Matters to a Vote of Security Holders
31 Oct 23
8-K
Results of Operations and Financial Condition
23 Oct 23
Transcripts
SMBC
Earnings call transcript
2024 Q2
30 Jan 24
SMBC
Earnings call transcript
2024 Q1
24 Oct 23
SMBC
Earnings call transcript
2023 Q4
25 Jul 23
SMBC
Earnings call transcript
2023 Q3
2 May 23
SMBC
Earnings call transcript
2023 Q2
31 Jan 23
SMBC
Earnings call transcript
2023 Q1
25 Oct 22
SMBC
Earnings call transcript
2022 Q4
26 Jul 22
SMBC
Earnings call transcript
2022 Q3
26 Apr 22
SMBC
Earnings call transcript
2022 Q2
25 Jan 22
SMBC
Earnings call transcript
2022 Q1
26 Oct 21
Latest ownership filings
144
Notice of proposed sale of securities
21 Mar 24
4
SAMMY A SCHALK
15 Mar 24
4
Todd E. Hensley
16 Feb 24
SC 13G
VANGUARD GROUP INC
13 Feb 24
4
William E Young
12 Feb 24
4
Dennis C Robison
12 Feb 24
4
Stefan Chkautovich
12 Feb 24
4
Richard Windes
12 Feb 24
4
Lance K Greunke
12 Feb 24
4
GREG A STEFFENS
12 Feb 24
Financial summary
Quarter (USD) | Sep 23 | Jun 23 | Mar 23 | Dec 22 | |
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Cash on hand | |||||
Change in cash | |||||
Diluted EPS |
Annual (USD) | Jun 23 | Jun 22 | Jun 21 | Jun 20 | |
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Revenue | |||||
Cost of revenue | |||||
Operating income | |||||
Operating margin | |||||
Net income | |||||
Net profit margin | |||||
Cash on hand | |||||
Change in cash | |||||
Diluted EPS |
Cash burn rate (est.) | Burn method: Change in cash | Burn method: Operating income | Burn method: FCF (opex + capex) | Last Q | Avg 4Q | Last Q | Avg 4Q | Last Q | Avg 4Q |
---|---|---|---|---|---|---|
Cash on hand (at last report) | 88.19 mm | 88.19 mm | 88.19 mm | 88.19 mm | 88.19 mm | 88.19 mm |
Cash burn (monthly) | (no burn) | (no burn) | 1.59 mm | 2.99 mm | (no burn) | (no burn) |
Cash used (since last report) | n/a | n/a | 11.00 mm | 20.71 mm | n/a | n/a |
Cash remaining | n/a | n/a | 77.19 mm | 67.49 mm | n/a | n/a |
Runway (months of cash) | n/a | n/a | 48.6 | 22.6 | n/a | n/a |
Institutional ownership, Q2 2023
57.7% owned by funds/institutions
13F holders | Current |
---|---|
Total holders | 85 |
Opened positions | 9 |
Closed positions | 14 |
Increased positions | 35 |
Reduced positions | 30 |
13F shares | Current |
---|---|
Total value | 211.96 bn |
Total shares | 6.56 mm |
Total puts | 0.00 |
Total calls | 0.00 |
Total put/call ratio | – |
Largest owners | Shares | Value |
---|---|---|
FMR | 791.32 k | $30.43 bn |
FJ Capital Management | 738.37 k | $28.39 bn |
BLK Blackrock | 635.22 k | $24.42 bn |
Vanguard | 541.73 k | $20.83 bn |
Jacobs SY | 534.17 k | $18.11 mm |
MFC Manulife Financial | 370.15 k | $14.20 mm |
Manufacturers Life Insurance Company, The | 313.82 k | $12.07 bn |
Dimensional Fund Advisors | 293.24 k | $11.28 bn |
Epoch Investment Partners | 256.38 k | $9.86 bn |
Raffles Associates | 232.29 k | $8.93 bn |
Recent insider trades
Date | Owner | Security | Transaction | Code | Indirect | 10b5-1 | $Price | #Shares | $Value | #Remaining |
---|---|---|---|---|---|---|---|---|---|---|
14 Mar 24 | Sammy A Schalk | Common Stock | Sell | Dispose S | No | No | 42.01 | 8,087 | 339.73 k | 84,355 |
14 Mar 24 | Sammy A Schalk | Common Stock | Sell | Dispose S | No | No | 42.5 | 1,000 | 42.50 k | 92,442 |
13 Mar 24 | Sammy A Schalk | Common Stock | Sell | Dispose S | No | No | 44.22 | 913 | 40.37 k | 93,442 |
14 Feb 24 | Hensley Todd E. | Common Stock | Option exercise | Acquire M | No | No | 17.55 | 10,000 | 175.50 k | 548,540 |
14 Feb 24 | Hensley Todd E. | Stock Option Common Stock | Option exercise | Dispose M | No | No | 17.55 | 10,000 | 175.50 k | 0 |
8 Feb 24 | Hensley Todd E. | Common Stock | Grant | Acquire A | No | No | 0 | 500 | 0.00 | 538,540 |
8 Feb 24 | Sammy A Schalk | Common Stock | Grant | Acquire A | No | No | 0 | 500 | 0.00 | 94,355 |
8 Feb 24 | David J Tooley | Common Stock | Grant | Acquire A | No | No | 0 | 500 | 0.00 | 51,000 |