Summit Financial Group Ownership

Who are the major shareholders and have insiders been buying or selling?

Recent Insider Transactions

NasdaqGS:SMMF Recent Insider Transactions by Companies or Individuals
Date	Value	Name	Entity	Role	Shares	Max Price
19 Mar 24	BuyUS$22,920	James Geary	Individual		896	US$25.58

Insider Trading Volume

Insider Buying: SMMF insiders have bought more shares than they have sold in the past 3 months.

Ownership Breakdown

What is the ownership structure of SMMF?
Owner Type	Number of Shares	Ownership Percentage
Private Companies	98,239	0.669%
Individual Insiders	1,861,453	12.7%
Institutions	6,068,071	41.3%
General Public	6,658,975	45.3%

Dilution of Shares: Shareholders have been diluted in the past year, with total shares outstanding growing by 14.9%.

Top Shareholders

Top 25 shareholders own 43.7% of the company

Ownership	Name	Shares	Current Value	Change %	Portfolio %
6%	BlackRock, Inc.	880,859	US$22.6m	15.1%	no data
4.76%	Castle Creek Advisors VIII LLC	699,745	US$18.0m	0%	7.52%
4.52%	Dimensional Fund Advisors LP	663,348	US$17.0m	77%	no data
3.87%	The Vanguard Group, Inc.	569,002	US$14.6m	0.98%	no data
3.57%	Gary Hinkle	524,875	US$13.5m	0%	no data
1.74%	Georgette George	255,297	US$6.6m	0%	no data
1.7%	Geode Capital Management, LLC	249,931	US$6.4m	4.45%	no data
1.6%	Fourthstone LLC	234,721	US$6.0m	952%	1.3%
1.49%	Summit Community Bank, Asset Management Arm	219,386	US$5.6m	4.74%	2.18%
1.48%	State Street Global Advisors, Inc.	217,182	US$5.6m	3.71%	no data
1.33%	Ronald Spencer	195,168	US$5.0m	0%	no data
1.16%	Renaissance Technologies LLC	169,635	US$4.4m	-0.24%	0.01%
1.15%	Bridgeway Capital Management, LLC	168,931	US$4.3m	5.77%	0.08%
1.01%	EJF Capital LLC	148,057	US$3.8m	19%	2.13%
0.98%	John Crites	144,526	US$3.7m	0%	no data
0.98%	Royce & Associates, LP	143,531	US$3.7m	32.9%	0.03%
0.9%	David Wilson	131,896	US$3.4m	0%	no data
0.81%	Northern Trust Global Investments	119,612	US$3.1m	3.7%	no data
0.77%	Skandinaviska Enskilda Banken AB, Private Banking, Investment Banking, and Insurance Arm	113,373	US$2.9m	0%	0.06%
0.76%	H. Maddy	111,849	US$2.9m	0%	no data
0.73%	Oscar Bean	106,678	US$2.7m	0%	no data
0.67%	American Century Investment Management Inc	98,667	US$2.5m	37.5%	no data
0.59%	Pinnacle Holdings, LLC	86,453	US$2.2m	0%	1.08%
0.59%	Verdence Capital Advisors, LLC	86,260	US$2.2m	0%	0.22%
0.54%	Robert Tissue	79,147	US$2.0m	0%	no data

Company Analysis and Financial Data Status

Data	Last Updated (UTC time)
Company Analysis	2024/05/03 20:45
End of Day Share Price	2024/05/03 00:00
Earnings	2024/03/31
Annual Earnings	2023/12/31

Data Sources

The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.

Package	Data	Timeframe	Example US Source ^*
Company Financials	10 years	Income statement Cash flow statement Balance sheet	SEC Form 10-K SEC Form 10-Q
Analyst Consensus Estimates	+3 years	Forecast financials Analyst price targets	Analyst Research Reports Blue Matrix
Market Prices	30 years	Stock prices Dividends, Splits and Actions	ICE Market Data SEC Form S-1
Ownership	10 years	Top shareholders Insider trading	SEC Form 4 SEC Form 13D
Management	10 years	Leadership team Board of directors	SEC Form 10-K SEC Form DEF 14A
Key Developments	10 years	Company announcements	SEC Form 8-K

^* example for US securities, for non-US equivalent regulatory forms and sources are used.

Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more here.

Analysis Model and Snowflake

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Learn about the world class team who designed and built the Simply Wall St analysis model.

Industry and Sector Metrics

Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on .

Analyst Sources

Summit Financial Group, Inc. is covered by 5 analysts. 1 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

Analyst	Institution
Cary Morris	BB&T Capital Markets
Russell Elliott Gunther	D.A. Davidson & Co.
Stephen Moss	Janney Montgomery Scott LLC