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
DateValueNameEntityRoleSharesMax Price
14 Mar 24BuyUS$3,870Jeffery AllenIndividual360US$10.75
13 Mar 24BuyUS$10,640Frank ChongIndividual1,000US$10.64
16 Feb 24BuyUS$14,074Brian ReedIndividual1,337US$10.63
07 Feb 24BuyUS$10,450Genie Del SeccoIndividual1,000US$10.45
07 Feb 24BuyUS$1,463Jeffery AllenIndividual142US$10.30
07 Feb 24BuyUS$11,650Jeffery AllenIndividual1,000US$11.65
02 Feb 24BuyUS$27,327Nicholas RadoIndividual2,350US$11.90
15 Dec 23BuyUS$8,474Genie Del SeccoIndividual630US$13.45
04 Dec 23SellUS$5,795Michael FloydIndividual440US$13.17
17 Nov 23BuyUS$13,943Brian ReedIndividual1,084US$13.03
30 Oct 23BuyUS$87,854Jeffery AllenIndividual6,200US$14.17

Insider Trading Volume

Insider Buying: Insufficient data to determine if insiders have bought more shares than they have sold in the past 3 months.


Ownership Breakdown

What is the ownership structure of SSBI?
Owner TypeNumber of SharesOwnership Percentage
VC/PE Firms439,3956.48%
Institutions1,001,46714.8%
Individual Insiders1,547,98322.8%
General Public3,795,25455.9%

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


Top Shareholders

Top 25 shareholders own 43.22% of the company
OwnershipNameSharesCurrent ValueChange %Portfolio %
11%
Marshall Reynolds
747,434US$6.5m0%no data
6.48%
1st & Main Growth Partners
439,395US$3.8m0%0.42%
4.42%
Judy Reynolds
300,190US$2.6m0%no data
4.1%
The Vanguard Group, Inc.
277,924US$2.4m0%no data
2.98%
Caldwell Securities Incorporated, Asset Management Arm
202,176US$1.8m-3.42%0.84%
2.28%
James Brush
154,811US$1.3m0%no data
2.1%
Brian Reed
142,453US$1.2m0%no data
1.35%
MAI Capital Management, LLC
91,634US$798.1k0%0.01%
1.3%
Traverso Chambers Private Wealth Management, LLC
88,065US$767.0k0%0.17%
0.98%
Dimensional Fund Advisors LP
66,169US$576.3k-2.6%no data
0.86%
Benjamin Partners
58,452US$509.1k26.5%0.38%
0.79%
Bridgeway Capital Management, LLC
53,820US$468.8k38.6%0.01%
0.72%
Geode Capital Management, LLC
48,935US$426.2k4.08%no data
0.68%
Jeffery Allen
45,982US$400.5k0%no data
0.67%
Benedetti and Gucer, Inc.
45,321US$394.7k0%0.19%
0.35%
Nicholas Rado
23,840US$207.6k0%no data
0.35%
Genie Del Secco
23,640US$205.9k0%no data
0.29%
John Wright
19,660US$171.2k0%no data
0.29%
Brandy A. Seppi
19,384US$168.8k0%no data
0.24%
Camille Kazarian
16,360US$142.5k0%no data
0.23%
Citadel Advisors LLC
15,805US$137.7k11.5%no data
0.21%
BlackRock, Inc.
14,128US$123.1k8.34%no data
0.19%
Belinda Guadarrama
12,810US$111.6k0%no data
0.18%
Todd Fry
11,935US$104.0k0%no data
0.17%
Northern Trust Global Investments
11,517US$100.3k-1.79%no data
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