Comparable stake leader
WhiteRock Wealth Design LLC
SEC ownership of Security Midwest Bancorp, Inc.
Top holders, 13D/G large-stake signals, insider positions, and transaction flow tied to CIK 0002036060.
Disclosed value leader
WhiteRock Wealth Design LLC
Comparable rows
3/15
Latest evidence
20 Oct 2026
- Public ticker
- SBMW on OTC
- Parsed ownership sources
-
13D/G and 3/4/5
Source: Parsed SEC ownership filingsUse: Compare filing families carefully
- Largest SEC-reported holder
-
WhiteRock Wealth Design LLC
Ranking: Comparable ownership first, then disclosed value
- Comparable ownership rows
-
3 of 15
Meaning: Rows with safely comparable ownership %
- Latest 13D/G holder
-
WhiteRock Wealth Design LLC
Source: Latest parsed Schedule 13D/G stake
- Latest parsed ownership date
-
20 Oct 2026
Freshness: Most recent filing date in this holder set
- Issuer CIK
- 0002036060
- Issuer location
- Sprinfield, IL
Ownership snapshot
CIK-linked ownership evidence from parsed SEC filings.
3 signals
Issuer
Names, identifiers, and filing context for this profile.
2 identity fields
Ownership snapshot
Top shareholders of Security Midwest Bancorp, Inc. (13F + 13D/G + 3/4/5)
Grouped by holder across the latest SEC ownership disclosures. Start with comparable ownership when available, then verify the linked 13F, 13D/G, or 3/4/5 evidence.
Comparable stake leader
WhiteRock Wealth Design LLC
Disclosed value leader
WhiteRock Wealth Design LLC
Comparable rows
3/15
Latest evidence
20 Oct 2026
13D/G
3/4/5
Lead comparable stake: 8.6%
12 rows are not safely comparable across share classes.
13D/G row: WhiteRock Wealth Design LLC
Showing 1-8 of 15 holder rows.
Quick read
WhiteRock Wealth Design LLC leads the comparable SEC ownership view at 8.6%.
3 of 15 rows have a safely comparable ownership percentage. Use this as a filing-backed starting point, then open the detailed table for source links, reporting role, position value, share count, and filing date.
Open SEC evidence
Opens WhiteRock Wealth Design LLC's linked filing trail.
Comparable ownership
Top 3
WhiteRock Wealth Design LLC
8.6%
Raymond James Financial Services ...
7.2%
Security Bank, s.b. Employee Stoc...
7%
Ownership % is shown only when SEC disclosures are safely comparable across share classes.
Detailed SEC evidence table Showing 1-8 of 15 holder rows
| Holder | Evidence | Ownership % | Position | 12M Net Δ | As of |
|---|---|---|---|---|---|
| WhiteRock Wealth Design LLC |
13D/G
|
8.6%
Reported 13D/G
· 30 Jun 2026
|
$1,366,444
76,125 shares
|
$0 | 30 Jun 2026 |
| Raymond James Financial Services Advisors, Inc. |
13D/G
|
7.2%
Reported 13D/G
· 31 Dec 2025
|
$802,338
64,187 shares
|
$0 | 31 Dec 2025 |
| Security Bank, s.b. Employee Stock Ownership Plan Trust |
13D/G
|
7%
Reported 13D/G
· 30 Sep 2025
|
$778,562
62,285 shares
|
$0 | 30 Sep 2025 |
| Erin M. Stone |
3/4/5
Director
|
—
mixed-class rows
|
$595,346
34,003 shares
mixed-class rows
|
— | 20 Oct 2026 |
| Stephen D. Myers |
3/4/5
Director
|
—
mixed-class rows
|
$329,346
20,003 shares
mixed-class rows
|
— | 20 Oct 2026 |
| Kenton Day |
3/4/5
Director, Chairman of the Board
|
—
mixed-class rows
|
$310,346
19,003 shares
mixed-class rows
|
— | 20 Oct 2026 |
| William R. Marriott II |
3/4/5
Director
|
—
mixed-class rows
|
$167,846
11,503 shares
mixed-class rows
|
— | 20 Oct 2026 |
| Frank J. Kopecky IV |
3/4/5
Director
|
—
mixed-class rows
|
$120,346
9,003 shares
mixed-class rows
|
— | 20 Oct 2026 |
How to read this table
Rows are grouped by holder and ranked first by SEC-reported ownership % when it is safely comparable, then by disclosed holdings value. — indicates unavailable or non-comparable values; "mixed-class rows" means the latest filing spans non-comparable classes.
Forms 3/4/5 flow
Insider trading overview
No eligible buy or sell activity is available for this window. No eligible Buy or Sell transactions are available in this dataset since 06 Nov 2025.
Buys
$0
Insiders: 0
Sells
$0
Insiders: 0
Net
$0
Shares: 0
Window
Last 12 months
4 rolling buckets
Buy value
Sell value
Shares: 0
Shares: 0
| Window (months) | Buy shares | Sell shares | Buy value | Sell value | Net value |
|---|---|---|---|---|---|
| 0-3 | 0 | 0 | $0 | $0 | $0 |
| 3-6 | 0 | 0 | $0 | $0 | $0 |
| 6-9 | 0 | 0 | $0 | $0 | $0 |
| 9-12 | 0 | 0 | $0 | $0 | $0 |
Reporting owners
Insider holders from Forms 3/4/5
Showing 1-12 of 12 reporting-owner rows connected to Security Midwest Bancorp, Inc.. Open a relationship link for the CIK-to-CIK filing trail.
Rows
12
Largest Forms 3/4/5 holder
Erin M. Stone
Net 12M change
$0
Latest report
20 Oct 2026
| Name | Relationship | Holdings Value | Past Year Net Change | Change % | Valuation | Report Date |
|---|---|---|---|---|---|---|
| Erin M. Stone | Director | $595,346 | Mixed | 20 Oct 2026 | ||
| Stephen D. Myers | Director | $329,346 | Mixed | 20 Oct 2026 | ||
| Kenton Day | Director, Chairman of the Board | $310,346 | Mixed | 20 Oct 2026 | ||
| William R. Marriott II | Director | $167,846 | Mixed | 20 Oct 2026 | ||
| Frank J. Kopecky IV | Director | $120,346 | Mixed | 20 Oct 2026 | ||
| James P. McClernon | Director | $120,346 | Mixed | 20 Oct 2026 | ||
| James R. Hillestad | Director | $120,346 | Mixed | 20 Oct 2026 | ||
| Marcus E. Johnson | Director | $34,846 | Mixed | 20 Oct 2026 | ||
| Stephan P. Antonacci | President & CEO, Director | Mixed | 31 Jul 2025 | |||
| Brenda K. Minder | EVP & Chief Financial Officer | Mixed | 31 Jul 2025 | |||
| Darren W. Jones | EVP and CLO | Mixed | 31 Jul 2025 | |||
| Jacob Wear | SVP and CRO | Mixed | 31 Jul 2025 |
Recent insider transactions for Security Midwest Bancorp, Inc.
Showing up to 300 recent insider transactions from the last 12 months.
| Insider | Symbol | Class | Transaction | % | SEC-reported value | SEC-reported price | Shares | Shares owned | Date | Ownership |
|---|---|---|---|---|---|---|---|---|---|---|
| Erin M. Stone | SBMW | Common Stock | Award | 8.89% | 1,334 | 16,334 | 20 Oct 2026 | Direct | ||
| Erin M. Stone | SBMW | Stock Options | Award | 2,669 | 2,669 | 20 Oct 2026 | Direct | |||
| Stephen D. Myers | SBMW | Common Stock | Award | 13.3% | 1,334 | 11,334 | 20 Oct 2026 | Direct | ||
| Stephen D. Myers | SBMW | Stock Options | Award | 2,669 | 2,669 | 20 Oct 2026 | Direct | |||
| James P. McClernon | SBMW | Common Stock | Award | 1,334 | 1,334 | 20 Oct 2026 | Direct | |||
| James P. McClernon | SBMW | Stock Options | Award | 2,669 | 2,669 | 20 Oct 2026 | Direct | |||
| William R. Marriott II | SBMW | Common Stock | Award | 53.4% | 1,334 | 3,834 | 20 Oct 2026 | Direct | ||
| William R. Marriott II | SBMW | Stock Options | Award | 2,669 | 2,669 | 20 Oct 2026 | Direct | |||
| Frank J. Kopecky IV | SBMW | Common Stock | Award | 26.7% | 1,334 | 6,334 | 20 Oct 2026 | Direct | ||
| Frank J. Kopecky IV | SBMW | Stock Options | Award | 2,669 | 2,669 | 20 Oct 2026 | Direct | |||
| Marcus E. Johnson | SBMW | Common Stock | Award | 266.8% | 1,334 | 1,834 | 20 Oct 2026 | Direct | ||
| Marcus E. Johnson | SBMW | Stock Options | Award | 2,669 | 2,669 | 20 Oct 2026 | Direct | |||
| James R. Hillestad | SBMW | Common Stock | Award | 26.7% | 1,334 | 6,334 | 20 Oct 2026 | Direct | ||
| James R. Hillestad | SBMW | Stock Options | Award | 2,669 | 2,669 | 20 Oct 2026 | Direct | |||
| Kenton Day | SBMW | Common Stock | Award | 8.89% | 1,334 | 16,334 | 20 Oct 2026 | Direct | ||
| Kenton Day | SBMW | Stock Options | Award | 2,669 | 2,669 | 20 Oct 2026 | Direct |
* marks a reported price that did not pass the local price check.