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Summit Financial Group Ownership

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

Recent Insider Transactions

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 01:13
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.

Analysis Model and Snowflake

Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.

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 Github.

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