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[Form 4] Southern Missouri Bancorp Insider Trading Activity

Filing Impact
(Low)
Filing Sentiment
(Neutral)
Form Type
4
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.

William E. Young, Direttore di Southern Missouri Bancorp (SMBC), ha comunicato importanti variazioni nella proprietà effettiva il 9 giugno 2025. Le operazioni hanno riguardato lo scioglimento di Young Partners e la redistribuzione delle azioni:

  • Disposizione di 160.000 azioni da Young Partners
  • Acquisizione di 62.388 azioni in un trust revocabile

Dopo queste operazioni, la proprietà effettiva totale di Young comprende:

  • 104.987 azioni nel trust revocabile
  • 3.488 azioni in un IRA
  • 1.400 azioni detenute direttamente
  • 2.351 azioni come custode per il figlio
  • 130 azioni come fiduciario per il Sarah Ann Young Revocable Trust
  • 7.500 opzioni su azioni esercitabili a $46,94, con maturazione del 20% annuo fino al 21 febbraio 2033

Questi cambiamenti sono stati effettuati in conformità a una distribuzione ereditaria e del piano patrimoniale, non tramite operazioni sul mercato aperto.

William E. Young, Director de Southern Missouri Bancorp (SMBC), informó cambios significativos en la propiedad beneficiaria el 9 de junio de 2025. Las transacciones involucraron la disolución de Young Partners y la redistribución de acciones:

  • Disposición de 160,000 acciones de Young Partners
  • Adquisición de 62,388 acciones en un fideicomiso revocable

Tras estas transacciones, la propiedad beneficiaria total de Young incluye:

  • 104,987 acciones en fideicomiso revocable
  • 3,488 acciones en IRA
  • 1,400 acciones en propiedad directa
  • 2,351 acciones como custodio para su hijo
  • 130 acciones como fideicomisario del Sarah Ann Young Revocable Trust
  • 7,500 opciones sobre acciones ejercitables a $46.94, con adquisición del 20% anual hasta el 21 de febrero de 2033

Estos cambios se realizaron conforme a una distribución de herencia y plan patrimonial, no mediante transacciones en el mercado abierto.

William E. Young, Southern Missouri Bancorp(SMBC) 이사, 2025년 6월 9일에 실질 소유권에 중대한 변동이 있었음을 보고했습니다. 거래는 Young Partners의 해산과 주식 재분배를 포함했습니다:

  • Young Partners로부터 160,000주 처분
  • 철회 가능한 신탁으로 62,388주 취득

이 거래 이후 Young의 총 실질 소유권은 다음과 같습니다:

  • 철회 가능한 신탁 내 104,987주
  • IRA 내 3,488주
  • 직접 보유 1,400주
  • 아들을 위한 수탁자로서 2,351주
  • Sarah Ann Young 철회 가능한 신탁의 수탁자로서 130주
  • 행사가 $46.94인 7,500주 스톡옵션, 2033년 2월 21일까지 연간 20%씩 베스팅

이러한 변경은 상속 및 재산 계획 분배에 따라 이루어졌으며, 공개 시장 거래가 아닙니다.

William E. Young, directeur de Southern Missouri Bancorp (SMBC), a déclaré des changements significatifs dans la propriété bénéficiaire le 9 juin 2025. Les transactions ont concerné la dissolution de Young Partners et la redistribution des actions :

  • Disposition de 160 000 actions de Young Partners
  • Acquisition de 62 388 actions dans un trust révocable

Suite à ces transactions, la propriété bénéficiaire totale de Young comprend :

  • 104 987 actions dans le trust révocable
  • 3 488 actions dans un IRA
  • 1 400 actions détenues directement
  • 2 351 actions en tant que tuteur pour son fils
  • 130 actions en tant que fiduciaire pour le Sarah Ann Young Revocable Trust
  • 7 500 options d'achat d'actions exerçables à 46,94 $, acquises à raison de 20 % par an jusqu'au 21 février 2033

Ces changements ont été effectués conformément à une distribution successorale et un plan patrimonial, et non par des transactions sur le marché libre.

William E. Young, Direktor von Southern Missouri Bancorp (SMBC), meldete am 9. Juni 2025 wesentliche Änderungen im wirtschaftlichen Eigentum. Die Transaktionen betrafen die Auflösung von Young Partners und die Umverteilung der Aktien:

  • Veräußerung von 160.000 Aktien durch Young Partners
  • Erwerb von 62.388 Aktien in einen widerruflichen Trust

Nach diesen Transaktionen umfasst Youngs gesamtes wirtschaftliches Eigentum:

  • 104.987 Aktien im widerruflichen Trust
  • 3.488 Aktien im IRA
  • 1.400 Aktien direkt gehalten
  • 2.351 Aktien als Vormund für den Sohn
  • 130 Aktien als Treuhänder für den Sarah Ann Young Widerruflichen Trust
  • 7.500 Aktienoptionen mit Ausübungspreis von 46,94 $, die zu 20 % jährlich bis zum 21. Februar 2033 vesten

Diese Änderungen wurden im Rahmen einer Erbschafts- und Nachlassplanung durchgeführt, nicht durch Transaktionen am offenen Markt.

Positive
  • None.
Negative
  • None.

William E. Young, Direttore di Southern Missouri Bancorp (SMBC), ha comunicato importanti variazioni nella proprietà effettiva il 9 giugno 2025. Le operazioni hanno riguardato lo scioglimento di Young Partners e la redistribuzione delle azioni:

  • Disposizione di 160.000 azioni da Young Partners
  • Acquisizione di 62.388 azioni in un trust revocabile

Dopo queste operazioni, la proprietà effettiva totale di Young comprende:

  • 104.987 azioni nel trust revocabile
  • 3.488 azioni in un IRA
  • 1.400 azioni detenute direttamente
  • 2.351 azioni come custode per il figlio
  • 130 azioni come fiduciario per il Sarah Ann Young Revocable Trust
  • 7.500 opzioni su azioni esercitabili a $46,94, con maturazione del 20% annuo fino al 21 febbraio 2033

Questi cambiamenti sono stati effettuati in conformità a una distribuzione ereditaria e del piano patrimoniale, non tramite operazioni sul mercato aperto.

William E. Young, Director de Southern Missouri Bancorp (SMBC), informó cambios significativos en la propiedad beneficiaria el 9 de junio de 2025. Las transacciones involucraron la disolución de Young Partners y la redistribución de acciones:

  • Disposición de 160,000 acciones de Young Partners
  • Adquisición de 62,388 acciones en un fideicomiso revocable

Tras estas transacciones, la propiedad beneficiaria total de Young incluye:

  • 104,987 acciones en fideicomiso revocable
  • 3,488 acciones en IRA
  • 1,400 acciones en propiedad directa
  • 2,351 acciones como custodio para su hijo
  • 130 acciones como fideicomisario del Sarah Ann Young Revocable Trust
  • 7,500 opciones sobre acciones ejercitables a $46.94, con adquisición del 20% anual hasta el 21 de febrero de 2033

Estos cambios se realizaron conforme a una distribución de herencia y plan patrimonial, no mediante transacciones en el mercado abierto.

William E. Young, Southern Missouri Bancorp(SMBC) 이사, 2025년 6월 9일에 실질 소유권에 중대한 변동이 있었음을 보고했습니다. 거래는 Young Partners의 해산과 주식 재분배를 포함했습니다:

  • Young Partners로부터 160,000주 처분
  • 철회 가능한 신탁으로 62,388주 취득

이 거래 이후 Young의 총 실질 소유권은 다음과 같습니다:

  • 철회 가능한 신탁 내 104,987주
  • IRA 내 3,488주
  • 직접 보유 1,400주
  • 아들을 위한 수탁자로서 2,351주
  • Sarah Ann Young 철회 가능한 신탁의 수탁자로서 130주
  • 행사가 $46.94인 7,500주 스톡옵션, 2033년 2월 21일까지 연간 20%씩 베스팅

이러한 변경은 상속 및 재산 계획 분배에 따라 이루어졌으며, 공개 시장 거래가 아닙니다.

William E. Young, directeur de Southern Missouri Bancorp (SMBC), a déclaré des changements significatifs dans la propriété bénéficiaire le 9 juin 2025. Les transactions ont concerné la dissolution de Young Partners et la redistribution des actions :

  • Disposition de 160 000 actions de Young Partners
  • Acquisition de 62 388 actions dans un trust révocable

Suite à ces transactions, la propriété bénéficiaire totale de Young comprend :

  • 104 987 actions dans le trust révocable
  • 3 488 actions dans un IRA
  • 1 400 actions détenues directement
  • 2 351 actions en tant que tuteur pour son fils
  • 130 actions en tant que fiduciaire pour le Sarah Ann Young Revocable Trust
  • 7 500 options d'achat d'actions exerçables à 46,94 $, acquises à raison de 20 % par an jusqu'au 21 février 2033

Ces changements ont été effectués conformément à une distribution successorale et un plan patrimonial, et non par des transactions sur le marché libre.

William E. Young, Direktor von Southern Missouri Bancorp (SMBC), meldete am 9. Juni 2025 wesentliche Änderungen im wirtschaftlichen Eigentum. Die Transaktionen betrafen die Auflösung von Young Partners und die Umverteilung der Aktien:

  • Veräußerung von 160.000 Aktien durch Young Partners
  • Erwerb von 62.388 Aktien in einen widerruflichen Trust

Nach diesen Transaktionen umfasst Youngs gesamtes wirtschaftliches Eigentum:

  • 104.987 Aktien im widerruflichen Trust
  • 3.488 Aktien im IRA
  • 1.400 Aktien direkt gehalten
  • 2.351 Aktien als Vormund für den Sohn
  • 130 Aktien als Treuhänder für den Sarah Ann Young Widerruflichen Trust
  • 7.500 Aktienoptionen mit Ausübungspreis von 46,94 $, die zu 20 % jährlich bis zum 21. Februar 2033 vesten

Diese Änderungen wurden im Rahmen einer Erbschafts- und Nachlassplanung durchgeführt, nicht durch Transaktionen am offenen Markt.

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 MO 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)
Code V Amount (A) or (D) Price
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)
Code V (A) (D) Date Exercisable Expiration Date Title Amount or Number of Shares
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.

FAQ

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.
Southern Missouri Bancorp, Inc.

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