Comparable stake leader
WhiteRock Wealth Design LLC
Top holders, 13D/G large-stake signals, insider positions, and transaction flow tied to CIK 0002036060.
Comparable stake leader
WhiteRock Wealth Design LLC
Disclosed value leader
WhiteRock Wealth Design LLC
Comparable rows
3/15
Latest evidence
30 Jun 2026
Ownership snapshot
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.
Quick read
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.
Ownership % is shown only when SEC disclosures are safely comparable across share classes.
| Holder | Evidence | Ownership % | Position | 12M Net Δ | As of |
|---|---|---|---|---|---|
| WhiteRock Wealth Design LLC |
13D/G
|
8.6%
|
$1,366,444
76,125 shares
|
$0 | 30 Jun 2026 |
| Raymond James Financial Services Advisors, Inc. |
13D/G
|
7.2%
|
$802,338
64,187 shares
|
$0 | 31 Dec 2025 |
| Security Bank, s.b. Employee Stock Ownership Plan Trust |
13D/G
|
7%
|
$778,562
62,285 shares
|
$0 | 30 Sep 2025 |
| Erin M. Stone |
3/4/5
Director
|
—
class O/S missing
|
—
30,000 shares
|
— | 31 Jul 2025 |
| Stephan P. Antonacci |
3/4/5
President & CEO, Director
|
—
class O/S missing
|
—
30,000 shares
|
— | 31 Jul 2025 |
| Brenda K. Minder |
3/4/5
EVP & Chief Financial Officer
|
—
class O/S missing
|
—
22,000 shares
|
— | 31 Jul 2025 |
| Stephen D. Myers |
3/4/5
Director
|
—
class O/S missing
|
—
16,000 shares
|
— | 31 Jul 2025 |
| Kenton Day |
3/4/5
Director, Chairman of the Board
|
—
class O/S missing
|
—
15,000 shares
|
— | 31 Jul 2025 |
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 buy and sell flow is broadly balanced over the last 12 months. No Buy or Sell transactions have been reported since 16 Sep 2025.
| 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
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.
| Name | Relationship | Holdings Value | Past Year Net Change | Change % | Valuation | Report Date |
|---|---|---|---|---|---|---|
| Kenton Day | Director, Chairman of the Board | Mixed | 31 Jul 2025 | |||
| Stephen D. Myers | Director | Mixed | 31 Jul 2025 | |||
| James P. McClernon | Director | Mixed | 31 Jul 2025 | |||
| Marcus E. Johnson | Director | Mixed | 31 Jul 2025 | |||
| Erin M. Stone | Director | Mixed | 31 Jul 2025 | |||
| Darren W. Jones | EVP and CLO | Mixed | 31 Jul 2025 | |||
| Jacob Wear | SVP and CRO | Mixed | 31 Jul 2025 | |||
| Stephan P. Antonacci | President & CEO, Director | Mixed | 31 Jul 2025 | |||
| James R. Hillestad | Director | Mixed | 31 Jul 2025 | |||
| Brenda K. Minder | EVP & Chief Financial Officer | Mixed | 31 Jul 2025 | |||
| William R. Marriott II | Director | Mixed | 31 Jul 2025 | |||
| Frank J. Kopecky IV | Director | Mixed | 31 Jul 2025 |
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 |
|---|---|---|---|---|---|---|---|---|---|---|
| No insider transactions were found in the last 12 months for this issuer. | ||||||||||