Summit Midstream Ownership

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

Recent Insider Transactions

NYSE:SMC Recent Insider Transactions by Companies or Individuals
Date	Value	Name	Entity	Role	Shares	Max Price
19 Mar 25	SellUS$252,556	Jerry Peters	Individual		6,752	US$38.00
17 Mar 25	SellUS$129,213	Jerry Peters	Individual		3,303	US$39.12

Insider Trading Volume

Insider Buying: SMC insiders have only sold shares in the past 3 months.

Ownership Breakdown

What is the ownership structure of SMC?
Owner Type	Number of Shares	Ownership Percentage
Individual Insiders	1,531,479	11.3%
Institutions	4,593,434	33.8%
Private Companies	7,471,008	55%

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

Top Shareholders

Top 25 shareholders own 104.12% of the company

Ownership	Name	Shares	Current Value	Change %	Portfolio %
53.3%	Connect Midstream, LLC	6,524,467	US$175.3m	0%	no data
7.79%	Invesco Ltd.	953,352	US$25.6m	0%	0.01%
7.73%	Tall Oak Midstream Investments, Llc	946,541	US$25.4m	0%	no data
7.65%	Zhengxu He	936,000	US$25.2m	0%	no data
5.61%	The Vanguard Group, Inc.	687,064	US$18.5m	51.6%	no data
2.86%	Susquehanna International Group, LLP, Asset Management Arm	350,412	US$9.4m	96.5%	0.01%
2.17%	J. Deneke	266,170	US$7.2m	0%	no data
1.72%	Morgan Stanley, Investment Banking and Brokerage Investments	210,983	US$5.7m	99.2%	no data
1.67%	Millennium Management LLC	204,265	US$5.5m	320%	no data
1.54%	Eagle Global Advisors, LLC	188,266	US$5.1m	155%	0.2%
1.46%	Merrill Lynch & Co. Inc., Banking Investments	178,486	US$4.8m	-40.5%	no data
1.28%	Arrowstreet Capital, Limited Partnership	156,360	US$4.2m	54.3%	no data
1.2%	Bridgeway Capital Management, LLC	146,962	US$3.9m	24.7%	0.07%
1.15%	BlackRock, Inc.	140,975	US$3.8m	-1.22%	no data
0.88%	Virtus Capital Advisers, LLC	108,293	US$2.9m	0%	9.62%
0.88%	Virtus Investment Advisers, LLC	108,293	US$2.9m	0%	0.16%
0.84%	Shenkman Capital Management, Inc.	102,745	US$2.8m	-53.2%	2.68%
0.79%	Geode Capital Management, LLC	97,055	US$2.6m	3.77%	no data
0.69%	Liberty Mutual Insurance Company, Asset Management Arm	84,840	US$2.3m	0%	0.74%
0.58%	Goldman Sachs Group, Investment Banking and Securities Investments	71,469	US$1.9m	85.1%	no data
0.52%	William Mault	63,224	US$1.7m	0%	no data
0.48%	Farallon Capital Management, L.L.C.	58,214	US$1.6m	0%	0.01%
0.47%	Graham Capital Wealth Management, LLC	57,150	US$1.5m	-29.5%	1.71%
0.44%	Qube Research & Technologies Ltd	54,147	US$1.5m	93.1%	no data
0.41%	James Johnston	49,816	US$1.3m	0%	no data

Company Analysis and Financial Data Status

Data	Last Updated (UTC time)
Company Analysis	2025/05/28 18:28
End of Day Share Price	2025/05/28 00:00
Earnings	2025/03/31
Annual Earnings	2024/12/31

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 Midstream Corporation is covered by 15 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.

Analyst	Institution
Ethan Bellamy	Baird
Heejung Ryoo	Barclays
Gabriel Moreen	BofA Global Research