SMID at a glance
SMITH MIDLAND CORP (SMID, SEC CIK 924719) filed its latest 10-K annual report on April 14, 2026, a 10-Q quarterly report on August 14, 2026, an 8-K current report on August 25, 2026 and Form 4 insider filings as recently as September 4, 2026. SignalX summarizes each filing with AI and tracks the company's insider trades and institutional holders.
- For the fiscal year ended December 31, 2025 (FY2025), SMITH MIDLAND CORP (SMID) reported revenue of $93.4 million (up 19.0% from FY2024) and net income of $12.5 million. Diluted EPS was $2.36.
- As of June 30, 2026, 13 institutional investment managers tracked by SignalX reported holding SMITH MIDLAND CORP (SMID) shares worth $15.2 million in 13F-HR filings.
- The most recent insider open-market purchase reported on Form 4 was by Smith Matthew I on September 2, 2026 of 2,000 shares at $27.15 per share.
- In the last 90 days, SMID insiders reported 2 open-market purchases ($108K) and 0 open-market sales ($0) on Form 4, a net purchase of $108K.
Source: SEC EDGAR (XBRL financial data, 13F-HR and Form 4 filings).
- Revenue · FY2025
- $93.4M
- +19.0% vs prior year
- Insiders · 90 days
- 2 buys · 0 sells
- Net +$108K
- 13F holders
- 13 funds
- $15.2M · −1 vs prior quarter
- Latest 8-K
- Aug 25, 2026
- Item 7.01
AI 10-Q Quarterly Report Analysis
Latest 10-Q, quarter ended Jun 30, 2026
Risk Factors
- No material changes indicated; filing provides no updated Risk Factors section versus the December 31, 2025 10-K
- Customer concentration: one customer represented 10% of six-month revenue and 17% of receivables at June 30, 2026
- Credit risk: allowance for expected credit losses totaled $871 thousand at June 30, 2026
- Revenue risk: barrier-rental revenue fell to $5,413 thousand from $14,205 thousand year-to-date
- Liquidity risk: cash declined to $10,663 thousand while notes payable totaled $4,136 thousand
AI summary of the SMID 10-Q filed . Generated from the filing text; verify against the original.View on SEC EDGAR10-K vs 10-Q vs 8-K
AI 8-K Current Report Analysis
The most recent material events, by 8-K item
Item 7.01: Regulation FD Disclosure
- Reg FD presentation contains forward-looking financial targets, business strategies, product plans, and operating objectives
- Projections subject to material risks, uncertainties, and assumptions described in the 2025 Form 10-K and subsequent Form 10-Q filings
Item 2.02: Results of Operations and Financial Condition
- Filing contains only signature information, not earnings results or operating metrics
- No investor-actionable financial data included for fiscal year 2026
Item EX-99.1: Item EX-99.1
- Q2 revenue $23.4M vs $26.2M; net income $1.4M or $0.26 diluted EPS vs $4.2M or $0.79
- Gross margin fell to 23.2% from 29.7%, reflecting nonrecurrence of a high-margin special barrier rental project
Item 5.07: Submission of Matters to a Vote of Security Holders
- All five Board nominees elected, with withheld votes ranging from 3,350 to 119,251
- 2026 Equity Incentive Plan approved by 2,766,357 votes, enabling refreshed equity-based compensation capacity
AI summaries of SMID 8-K current reports filed with the SEC. What 8-K item codes mean
SignalX for SMID
Don't miss the next SMID filing
- Alerts as it files. A push when SMID files an 8-K or an insider trades.
- Fund moves. Which tracked funds opened, added or cut SMID, by share count.
- Ask anything. An AI agent that reads every SMID filing and answers with sources.
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Recent Insider Transactions (Form 4)
Latest reported trades by officers, directors and 10% owners
| Insider | Type | Date | Shares | Price |
|---|---|---|---|---|
| Smith Matthew I | A | Sep 2, 2026 | 2,000 | $27.15 |
| Smith Matthew I | Buy | Sep 2, 2026 | 2,000 | $27.15 |
| SMITH ASHLEY B | Buy | Sep 1, 2026 | 2,000 | $26.87 |
| SMITH ASHLEY B | A | Sep 1, 2026 | 2,000 | $26.87 |
| Hunter Dominic L | A | Jan 5, 2026 | 408 | - |
| Gerhardt Richard | A | Dec 19, 2025 | 414 | - |
| Van de Water Read | A | Dec 19, 2025 | 414 | - |
| Bruner James Russell | A | Dec 19, 2025 | 414 | - |
Financial SummaryXBRL
| Metric | FY2023 | FY2024 | FY2025 |
|---|---|---|---|
| Profitability | |||
| Revenue | - | $78.5M | $93.4M |
| Gross Profit | - | $20.0M | $26.0M |
| Operating Income | - | $9.9M | $17.0M |
| Net Income | - | $7.7M | $12.5M |
| Gross Margin | - | 25.5% | 27.9% |
| Op. Margin | - | 12.6% | 18.2% |
| Net Margin | - | 9.8% | 13.4% |
| Balance Sheet | |||
| Total Assets | $61.3M | $68.0M | $87.7M |
| Equity | $34.2M | $41.7M | $54.3M |
| ROE | - | 18.4% | 23.0% |
| Per Share | |||
| EPS | - | $1.45 | $2.36 |
| Cash Flow | |||
| Operating CF | - | $5.2M | $14.3M |
| CapEx | - | $6.2M | $9.3M |
Source: XBRL data in SMITH MIDLAND CORP (SMID)'s 10-K filings on SEC EDGAR, in USD. Compare across companies →
13F Fund Holdings: Quarterly Trend
Latest: Q2 2026Aggregate SMID share value held by 13F filers tracked by SignalX, by quarter.
Quarterly totals table
| Quarter | Funds | Total value |
|---|---|---|
| Q2 2026 | 13 | $15.2M |
| Q1 2026 | 14 | $16.8M |
| Q4 2025 | 14 | $19.9M |
| Q3 2025 | 15 | $21.1M |
| Q2 2025 | 14 | $19.4M |
| Q1 2025 | 10 | $13.0M |
| Q4 2024 | 7 | $16.7M |
| Q3 2024 | 8 | $5.5M |
- BlackRock+35.3K (+22%)
- Morgan Stanley+9.9K (+77%)
- Dimensional Fund Advisors+5.8K (+13%)
- Vanguard Portfolio Management LLC+3.0K (+18%)
- Goldman Sachs Group+1.8K (+25%)
- Vanguard Capital Management LLC−43.0K (-24%)
- Northern Trust−2.2K (-8%)
- State Street Corp−520 (-1%)
- FMR LLC (Fidelity)−135 (-73%)
- Citadel Advisors LLC−6.4K
Source: 13F-HR filings on SEC EDGAR (aggregated from 95 fund-quarter rows). Reflects only 13F filers tracked by SignalX, not the full institutional ownership universe. How 13F filings work
SMID filing archive
AI analysis pages for each 10-K, 10-Q and 8-K
10-Q quarterly reports
Latest 2026 SEC Filings: 10-K, 10-Q, 8-K & Form 4
| Form | Filing date | Period | Analysis | SEC |
|---|---|---|---|---|
| 4 | Sep 4, 2026 | - | - | - |
| 4 | Sep 4, 2026 | - | - | - |
| 4 | Sep 4, 2026 | - | - | - |
| 4 | Sep 3, 2026 | - | - | - |
| 4 | Sep 3, 2026 | - | - | - |
| 4 | Sep 2, 2026 | - | - | - |
| 8-K | Aug 25, 2026 | - | Analysis | - |
| 8-K | Aug 14, 2026 | - | Analysis | - |
| 10-Q | Aug 14, 2026 | Jun 30, 2026 | Analysis | |
| 8-K | Jul 23, 2026 | - | Analysis | - |
| 8-K | Jun 11, 2026 | - | Analysis | - |
| 10-Q | Jun 10, 2026 | Mar 31, 2026 | Analysis | |
| 8-K | Jun 9, 2026 | - | Analysis | |
| 8-K | Jun 4, 2026 | - | Analysis | |
| 8-K | Apr 14, 2026 | - | Analysis | - |
| 10-K | Apr 14, 2026 | Dec 31, 2025 | - | |
| 8-K | Mar 24, 2026 | - | - | - |
| 4 | Jan 7, 2026 | - | - | |
| 4 | Jan 5, 2026 | - | - | |
| 4 | Dec 30, 2025 | - | - | |
| 4 | Dec 23, 2025 | - | - | |
| 4 | Nov 25, 2025 | - | - | |
| SC 13G | Nov 14, 2025 | - | - | |
| 10-Q | Nov 14, 2025 | Sep 30, 2025 | Analysis | |
| 10-Q | Aug 14, 2025 | Jun 30, 2025 | - |
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SMID SEC filings: frequently asked questions
Are SMID insiders buying or selling?
In the last 90 days, SMITH MIDLAND CORP (SMID) officers, directors and 10% owners reported 2 open-market purchases worth $108,040 by 2 insiders and no open-market sales on Form 4. Many insider sales are pre-planned or for taxes, so purchases usually carry more information.
Which institutions hold SMID stock?
As of June 30, 2026, the largest SMITH MIDLAND CORP (SMID) holders among the 13F filers tracked by SignalX were BlackRock ($5.7 million), Vanguard Capital Management LLC ($4.0 million), Dimensional Fund Advisors ($1.5 million), State Street Corp ($1.3 million), Northern Trust ($750,000). 13F-HR reports are filed up to 45 days after each quarter ends.
What was SMID's revenue in fiscal year 2025?
For the fiscal year ended December 31, 2025 (FY2025), SMITH MIDLAND CORP (SMID) reported revenue of $93.4 million (up 19.0% from FY2024) and net income of $12.5 million. Diluted EPS was $2.36. The figures come from the XBRL data in the 10-K.
What did SMID report in its latest 8-K?
SMITH MIDLAND CORP (SMID) filed an 8-K on August 25, 2026 reporting Item 7.01 (Regulation FD Disclosure). Reg FD presentation contains forward-looking financial targets, business strategies, product plans, and operating objectives.
What are the latest SMID SEC filings?
SMITH MIDLAND CORP (SMID) filed its latest 10-K annual report on April 14, 2026, a 10-Q quarterly report on August 14, 2026, an 8-K current report on August 25, 2026 and a Form 4 insider filing on September 4, 2026.
What is SMID's SEC CIK number?
SMITH MIDLAND CORP (SMID)'s SEC Central Index Key (CIK) is 924719. EDGAR lists every SMID filing under that number.
Ask anything about SMID
The research agent reads SMID's filings, financials, insider trades and 13F holders, then answers with sources.