Summit Financial Group, Inc.
SMMFDelisted May 3, 2024- Industry
- State Commercial Banks
- SEC CIK
- 0000811808
Summit Financial Group, Inc. was delisted on May 3, 2024; its insiders filed their last Form 4 on May 3, 2024; 91 institutions reported holding it in 13F filings for Q1 2024, worth $147.1M in total; no superinvestor held it.
Key figures
- Insider buys
- 0
- Open market, last 90 days
- Insider sells
- 0
- Open market, last 90 days
- 13F holders
- 91
- Q1 2024, +3 vs. previous quarter
- 13F value
- $147.1M
- Reported value at the end of Q1 2024
- Superinvestors holding
- 0
- At the end of Q1 2024
Superinvestors holding SMMF, Q1 2024
No superinvestor reported holding SMMF at the end of Q1 2024.
Latest insider trades
Open-market purchases and sales by Summit Financial Group, Inc. insiders from Form 4, newest first.
| Filed (ET) | Trade date | Filing delay | Insider | Transaction | Shares | Avg price | Value | Holding change | Flags |
|---|---|---|---|---|---|---|---|---|---|
| Apr 2, 2024 (view filing) | Mar 19 | 14 daysLate | Geary James P IIDirector | PPurchase | +896 | $25.58 | +$22.9K | +2.9%31.6K after | |
| Sep 14, 2023 (view filing) | Sep 12-14 | 2 days | Hinkle Gary LDirector | PPurchase | +14.2K | $24.17 | +$343.2K | +3.5%424.1K after | 3 lots |
| Aug 30, 2023 (view filing) | Aug 29 | 1 day | Upson Jill SDirector | PPurchase | +1.85K | $24.81 | +$45.9K | +518.2%2.21K after | |
| May 5, 2023 (view filing) | May 4 | 1 day | Jennings Scott CEVP & COO | PPurchase | +1.00K | $18.17 | +$18.2K | +7.4%14.6K after | |
| May 2, 2023 (view filing) | May 2 | Same day | Bean Oscar MDirector, Other: Chairman of the Board | PPurchase | +242 | $18.55 | +$4.49K | +0.3%83.3K after | |
| May 1, 2023 (view filing) | May 1 | Same day | Hager JosephEVP & Chief Risk Officer | PPurchase | +3.00K | $19.62 | +$58.9K | New position3.00K after | |
| Mar 21, 2023 (view filing) | Mar 14 | 7 days | Shott John HDirector | PPurchase | +500 | $22.09 | +$11.0K | New position500 after | Amended |
| Mar 14, 2023 (view filing) | Mar 13 | 1 day | Kitzmiller Jason ADirector | PPurchase | +9.15K | $21.75 | +$199.0K | +67.6%22.7K after | |
| Mar 14, 2023 (view filing) | Mar 13 | 1 day | Bean Oscar MChairman | PPurchase | +200 | $21.99 | +$4.40K | +0.2%83.1K after | |
| Mar 13, 2023 (view filing) | Mar 10 | 3 days | Kitzmiller Jason ADirector | PPurchase | +5.29K | $22.85 | +$120.9K | +64.1%13.5K after |
Top 10 13F holders, Q1 2024
The largest institutional positions in Summit Financial Group, Inc. at the end of Q1 2024; share changes are against Q4 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| BlackRock Inc. | 838,796 | $22.8M | 0.00% | −42,063−4.8% | Reduced |
| Dimensional Fund Advisors LP | 695,208 | $18.9M | 0.01% | +31,860+4.8% | Added |
| Vanguard Group Inc | 577,165 | $15.7M | 0.00% | +8,163+1.4% | Added |
| Geode Capital Management, LLC | 255,287 | $6.93M | 0.00% | +5,356+2.1% | Added |
| State Street Corp | 237,524 | $6.45M | 0.00% | +20,342+9.4% | Added |
| Summit Financial Group Inc | 219,386 | $5.96M | 2.12% | +9,923+4.7% | Added |
| Fourthstone LLC | 214,537 | $5.83M | 1.90% | −20,184−8.6% | Reduced |
| Royce & Associates LP | 171,193 | $4.65M | 0.04% | +27,662+19.3% | Added |
| Renaissance Technologies LLC | 167,183 | $4.54M | 0.01% | −2,452−1.4% | Reduced |
| American Century Companies Inc | 139,090 | $3.78M | 0.00% | +40,423+41.0% | Added |