Comparable stake leader
Raymond James Financial Services Advisors, Inc.
Top holders, 13D/G large-stake signals, insider positions, and transaction flow tied to CIK 0002036060.
Comparable stake leader
Raymond James Financial Services Advisors, Inc.
Disclosed value leader
Raymond James Financial Services Advisors, Inc.
Comparable rows
2/14
Latest evidence
31 Dec 2025
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
2 of 14 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 |
|---|---|---|---|---|---|
| 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 |
| Darren W. Jones |
3/4/5
EVP and CLO
|
—
class O/S missing
|
—
10,000 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 08 Jun 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 |
|---|---|---|---|---|---|---|---|---|---|---|
| Erin M. Stone | Common Stock | 0 | 15,000 | 31 Jul 2025 | By Spouse | |||||
| Erin M. Stone | Common Stock | 0 | 15,000 | 31 Jul 2025 | Direct | |||||
| Frank J. Kopecky IV | Common Stock | 0 | 5,000 | 31 Jul 2025 | Direct | |||||
| William R. Marriott II | Common Stock | 0 | 5,000 | 31 Jul 2025 | By LLC | |||||
| William R. Marriott II | Common Stock | 0 | 2,500 | 31 Jul 2025 | Direct | |||||
| Kenton Day | Common Stock | 0 | 15,000 | 31 Jul 2025 | Direct | |||||
| Marcus E. Johnson | Common Stock | 0 | 500 | 31 Jul 2025 | Direct | |||||
| James P. McClernon | Common Stock | 0 | 5,000 | 31 Jul 2025 | By Trust | |||||
| Stephen D. Myers | Common Stock | 0 | 6,000 | 31 Jul 2025 | By Company | |||||
| Stephen D. Myers | Common Stock | 0 | 10,000 | 31 Jul 2025 | Direct | |||||
| Brenda K. Minder | Common Stock | 0 | 1,000 | 31 Jul 2025 | By Child | |||||
| Brenda K. Minder | Common Stock | 0 | 1,600 | 31 Jul 2025 | By Spouse | |||||
| Brenda K. Minder | Common Stock | 0 | 4,400 | 31 Jul 2025 | By Spouse's IRA | |||||
| Brenda K. Minder | Common Stock | 0 | 15,000 | 31 Jul 2025 | By IRA | |||||
| James R. Hillestad | Common Stock | 0 | 5,000 | 31 Jul 2025 | Direct | |||||
| Stephan P. Antonacci | Common Stock | 0 | 50 | 31 Jul 2025 | By Child 2 | |||||
| Stephan P. Antonacci | Common Stock | 0 | 25 | 31 Jul 2025 | By Child 1 | |||||
| Stephan P. Antonacci | Common Stock | 0 | 75 | 31 Jul 2025 | As Custodian for Children | |||||
| Stephan P. Antonacci | Common Stock | 0 | 14,850 | 31 Jul 2025 | By Spouse's IRA | |||||
| Stephan P. Antonacci | Common Stock | 0 | 15,000 | 31 Jul 2025 | By IRA | |||||
| Jacob Wear | Common Stock | 0 | 5,000 | 31 Jul 2025 | Direct | |||||
| Darren W. Jones | Common Stock | 0 | 1,000 | 31 Jul 2025 | As Custodian for Child | |||||
| Darren W. Jones | Common Stock | 0 | 9,000 | 31 Jul 2025 | Direct |