Southern Missouri Director Transfers $7.5M in Shares to Family Trust

William E. Young, Director of Southern Missouri Bancorp (SMBC), reported significant changes in beneficial ownership on June 9, 2025.

Accepted by SEC EDGAR 06/26/2025 - 12:25 PM EDT

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Rhea-AI Filing Summary

William E. Young, Director of Southern Missouri Bancorp (SMBC), reported significant changes in beneficial ownership on June 9, 2025. The transactions involved the dissolution of Young Partners and redistribution of shares:

Disposition of 160,000 shares from Young Partners
Acquisition of 62,388 shares into a revocable trust

Following these transactions, Young's total beneficial ownership includes:

104,987 shares in revocable trust
3,488 shares in IRA
1,400 shares held directly
2,351 shares as custodian for son
130 shares as trustee for Sarah Ann Young Revocable Trust
7,500 stock options exercisable at $46.94, vesting in 20% annual installments through February 21, 2033

These changes were executed pursuant to an inheritance and estate plan distribution, not open market transactions.

Insider Trade Summary

Estate Transfer: 222,388 shares

Estate Transfer 2 txns

Insider Young William E

Role Director

Type	Security	Shares	Price	Value
Estate Transfer	Common Stock	160,000	$0.00	$0.00
Estate Transfer	Common Stock	62,388	$0.00	$0.00
Holding	Common Stock (Right to buy)	--	--	--
Holding	Common Stock	--	--	--
Holding	Common Stock	--	--	--
Holding	Common Stock	--	--	--
Holding	Common Stock	--	--	--

Holdings After Transaction: Common Stock — 0 shares (Indirect, By Young Partners); Common Stock — 104,987 shares (Indirect, By revocable trust); Common Stock (Right to buy) — 7,500 contracts (Direct); Common Stock — 3,488 shares (Indirect, By IRA); Common Stock — 130 shares (Indirect, Trustee for Sarah Ann Young Revocable Trust); Common Stock — 1,400 shares (Direct); Common Stock — 2,351 shares (Indirect, Custodian for son)

Footnotes (3)

F1. Transaction reflects distribution of shares by Young Partners in connection with its dissolution and pursuant to an inheritance, in accordance with the decedent's estate plan and applicable inheritance laws.
F2. Transaction reflects acquisition of shares from Young Partners in connection with its dissolution and distribution of assets, which are made pursuant to an inheritance, in accordance with the decedent's estate plan and applicable inheritance laws.
F3. The options become exercisable in 20% installments over a five year period with the first installment vesting on February 21, 2024. Each remaining installment vests annually.

FAQ

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What insider trading activity occurred at SMBC on June 9, 2025?

Director William E. Young reported two transactions: 1) A disposition of 160,000 shares of common stock from Young Partners due to its dissolution, and 2) An acquisition of 62,388 shares into a revocable trust, both transactions occurring as part of an inheritance plan with a $0 transaction price.

How many SMBC shares does William E. Young own directly after the reported transactions?

After the reported transactions, William E. Young directly owns 1,400 shares of SMBC common stock. He also holds 7,500 stock options directly.

What stock options does William E. Young hold in SMBC?

William E. Young holds 7,500 stock options with an exercise price of $46.94, expiring on February 21, 2033. The options vest in 20% installments over five years, with the first installment having vested on February 21, 2024.

What is the total indirect ownership of SMBC shares by William E. Young?

William E. Young's indirect ownership includes: 104,987 shares in a revocable trust, 3,488 shares in an IRA, 130 shares as Trustee for Sarah Ann Young Revocable Trust, and 2,351 shares as custodian for his son, totaling 110,956 shares held indirectly.

Why did William E. Young file this Form 4 for SMBC?

The Form 4 was filed to report changes in beneficial ownership resulting from the dissolution of Young Partners and the redistribution of its shares through inheritance, with shares being transferred to various trust accounts and ownership structures according to the decedent's estate plan.

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SEC Form 4

FORM 4

UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549

STATEMENT OF CHANGES IN BENEFICIAL OWNERSHIP

Filed pursuant to Section 16(a) of the Securities Exchange Act of 1934
or Section 30(h) of the Investment Company Act of 1940

OMB APPROVAL

OMB Number:			3235-0287
Estimated average burden
hours per response:			0.5

Check this box if no longer subject to Section 16. Form 4 or Form 5 obligations may continue. See Instruction 1(b).

Check this box to indicate that a transaction was made pursuant to a contract, instruction or written plan for the purchase or sale of equity securities of the issuer that is intended to satisfy the affirmative defense conditions of Rule 10b5-1(c). See Instruction 10.

1. Name and Address of Reporting Person^*

Young William E

(Last)

(First)

(Middle)

2991 OAK GROVE RD

(Street)

POPLAR BLUFF

63901

(City)

(State)

(Zip)

2. Issuer Name and Ticker or Trading Symbol
SOUTHERN MISSOURI BANCORP, INC. [ SMBC ]

5. Relationship of Reporting Person(s) to Issuer
(Check all applicable)

X	Director	10% Owner
	Officer (give title below)	Other (specify below)

3. Date of Earliest Transaction (Month/Day/Year)
06/09/2025

4. If Amendment, Date of Original Filed (Month/Day/Year)

6. Individual or Joint/Group Filing (Check Applicable Line)

X	Form filed by One Reporting Person
	Form filed by More than One Reporting Person

Table I - Non-Derivative Securities Acquired, Disposed of, or Beneficially Owned
1. Title of Security (Instr. 3)	2. Transaction Date (Month/Day/Year)	2A. Deemed Execution Date, if any (Month/Day/Year)	3. Transaction Code (Instr. 8)		4. Securities Acquired (A) or Disposed Of (D) (Instr. 3, 4 and 5)			5. Amount of Securities Beneficially Owned Following Reported Transaction(s) (Instr. 3 and 4)	6. Ownership Form: Direct (D) or Indirect (I) (Instr. 4)	7. Nature of Indirect Beneficial Ownership (Instr. 4)
1. Title of Security (Instr. 3)	2. Transaction Date (Month/Day/Year)	2A. Deemed Execution Date, if any (Month/Day/Year)	Code	V	Amount	(A) or (D)	Price		6. Ownership Form: Direct (D) or Indirect (I) (Instr. 4)	7. Nature of Indirect Beneficial Ownership (Instr. 4)
Common Stock	06/09/2025		W⁽¹⁾	V	160,000	D	$0	0	I	By Young Partners
Common Stock	06/09/2025		W⁽²⁾	V	62,388	A	$0	104,987	I	By revocable trust
Common Stock								3,488	I	By IRA
Common Stock								130	I	Trustee for Sarah Ann Young Revocable Trust
Common Stock								1,400	D
Common Stock								2,351	I	Custodian for son

Table II - Derivative Securities Acquired, Disposed of, or Beneficially Owned (e.g., puts, calls, warrants, options, convertible securities)
1. Title of Derivative Security (Instr. 3)	2. Conversion or Exercise Price of Derivative Security	3. Transaction Date (Month/Day/Year)	3A. Deemed Execution Date, if any (Month/Day/Year)	4. Transaction Code (Instr. 8)		5. Number of Derivative Securities Acquired (A) or Disposed of (D) (Instr. 3, 4 and 5)		6. Date Exercisable and Expiration Date (Month/Day/Year)		7. Title and Amount of Securities Underlying Derivative Security (Instr. 3 and 4)		8. Price of Derivative Security (Instr. 5)	9. Number of derivative Securities Beneficially Owned Following Reported Transaction(s) (Instr. 4)	10. Ownership Form: Direct (D) or Indirect (I) (Instr. 4)	11. Nature of Indirect Beneficial Ownership (Instr. 4)
1. Title of Derivative Security (Instr. 3)	2. Conversion or Exercise Price of Derivative Security	3. Transaction Date (Month/Day/Year)	3A. Deemed Execution Date, if any (Month/Day/Year)	Code	V	(A)	(D)	Date Exercisable	Expiration Date	Title	Amount or Number of Shares	8. Price of Derivative Security (Instr. 5)		10. Ownership Form: Direct (D) or Indirect (I) (Instr. 4)	11. Nature of Indirect Beneficial Ownership (Instr. 4)
Common Stock (Right to buy)	$46.94							⁽³⁾	02/21/2033	Common	7,500		7,500	D

Explanation of Responses:

1. Transaction reflects distribution of shares by Young Partners in connection with its dissolution and pursuant to an inheritance, in accordance with the decedent's estate plan and applicable inheritance laws.

2. Transaction reflects acquisition of shares from Young Partners in connection with its dissolution and distribution of assets, which are made pursuant to an inheritance, in accordance with the decedent's estate plan and applicable inheritance laws.

3. The options become exercisable in 20% installments over a five year period with the first installment vesting on February 21, 2024. Each remaining installment vests annually.

	/s/ William E. Young	06/26/2025
	** Signature of Reporting Person	Date
Reminder: Report on a separate line for each class of securities beneficially owned directly or indirectly.
* If the form is filed by more than one reporting person, see Instruction 4 (b)(v).
** Intentional misstatements or omissions of facts constitute Federal Criminal Violations See 18 U.S.C. 1001 and 15 U.S.C. 78ff(a).
Note: File three copies of this Form, one of which must be manually signed. If space is insufficient, see Instruction 6 for procedure.
Persons who respond to the collection of information contained in this form are not required to respond unless the form displays a currently valid OMB Number.

Source: View Original Filing on SEC EDGAR