Summit State Bank Ownership

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

Recent Insider Transactions

NasdaqGM:SSBI Recent Insider Transactions by Companies or Individuals
Date	Value	Name	Entity	Shares	Max Price
13 Mar 26	BuyUS$31,915	Douglas Reynolds	Individual	2,455	US$13.00
10 Feb 26	SellUS$13,780	Camille Kazarian	Individual	1,000	US$13.78
11 Dec 25	BuyUS$34,558	Douglas Reynolds	Individual	3,028	US$11.50
25 Nov 25	BuyUS$10,800	John Wright	Individual	1,000	US$10.80
14 Sep 25	SellUS$2,629	Camille Kazarian	Individual	220	US$11.95
11 Sep 25	SellUS$5,205	Camille Kazarian	Individual	440	US$11.83
13 Jun 25	BuyUS$64,032	Jeffery Allen	Individual	6,500	US$9.86
15 May 25	BuyUS$71,779	Douglas Reynolds	Individual	7,700	US$9.35
08 May 25	BuyUS$77,130	Douglas Reynolds	Individual	8,000	US$9.75

Insider Trading Volume

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

Ownership Breakdown

What is the ownership structure of SSBI?
Owner Type	Number of Shares	Ownership Percentage
Hedge Funds	354,229	5.23%
Individual Insiders	647,615	9.56%
Institutions	1,597,282	23.6%
General Public	4,177,437	61.6%

Dilution of Shares: Shareholders have not been meaningfully diluted in the past year.

Top Shareholders

Top 25 shareholders own 37.8% of the company

Ownership	Name	Shares	Current Value	Change %	Portfolio %
5.23%	M3F, Inc.	354,229	US$4.9m	0%	1.11%
5.12%	Caldwell Sutter Capital, Inc.	346,813	US$4.8m	-0.72%	1.88%
4.94%	AllianceBernstein L.P.	334,464	US$4.6m	254%	no data
4.85%	Douglas Reynolds	328,373	US$4.5m	0.75%	no data
3.79%	The Vanguard Group, Inc.	256,852	US$3.5m	-4.06%	no data
2.85%	Banc Funds Company, L.L.C.	193,227	US$2.7m	-40.2%	0.5%
2.13%	Brian Reed	144,616	US$2.0m	0%	no data
1.36%	Benjamin Partners	92,499	US$1.3m	0%	0.57%
1.34%	MAI Capital Management, LLC	90,634	US$1.2m	-1.09%	0.01%
1.03%	Dimensional Fund Advisors LP	69,624	US$955.9k	-8.14%	no data
0.92%	Jeffery Allen	62,383	US$856.5k	0%	no data
0.77%	Geode Capital Management, LLC	52,046	US$714.6k	-1.66%	no data
0.44%	Genie Del Secco	30,140	US$413.8k	0%	no data
0.43%	Bridgeway Capital Management, LLC	28,820	US$395.7k	0%	0.01%
0.38%	Nicholas Rado	25,840	US$354.8k	0%	no data
0.31%	Brandy A. Seppi	20,903	US$287.0k	0%	no data
0.3%	John Wright	20,660	US$283.7k	5.09%	no data
0.24%	Stifel Asset Management Corp.	16,220	US$222.7k	0%	no data
0.22%	Camille Kazarian	14,700	US$201.8k	-6.37%	no data
0.21%	State Street Global Advisors, Inc.	14,008	US$192.3k	0%	no data
0.2%	Creative Planning, LLC	13,750	US$188.8k	0%	no data
0.19%	Northern Trust Global Investments	13,185	US$181.0k	-0.96%	no data
0.19%	BlackRock, Inc.	12,567	US$172.5k	-3.28%	no data
0.18%	Wealthspire Advisors LLC	12,470	US$171.2k	0%	no data
0.18%	Renaissance Technologies LLC	12,390	US$170.1k	0%	no data

Company Analysis and Financial Data Status

Data	Last Updated (UTC time)
Company Analysis	2026/04/20 22:06
End of Day Share Price	2026/04/17 00:00
Earnings	2025/12/31
Annual Earnings	2025/12/31

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

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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 Github.

Analyst Sources

Summit State Bank is covered by 0 analysts. 0 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.