Jill S Upson - Net Worth and Insider Trading
Jill S Upson Net Worth
The estimated net worth of Jill S Upson is at least $56,720 dollars as of 2024-11-13. Jill S Upson is the Director of Summit Financial Group Inc and owns about 2,207 shares of Summit Financial Group Inc (SMMF) stock worth over $56,720. Details can be seen in Jill S Upson's Latest Holdings Summary section.
Disclaimer: The insider information is derived from SEC filings. The estimated net worth is based on the final shares held after open market or private purchases and sales of common stock with a transaction code of "P" or "S" on Form 4, assuming that Jill S Upson has not made any transactions after 2023-08-29 and currently still holds the listed stock(s). Please note that this estimate may not reflect the actual net worth.
Transaction Summary of Jill S Upson
Jill S Upson Insider Ownership Reports
Based on ownership reports from SEC filings, as the reporting owner, Jill S Upson owns 1 companies in total, including Summit Financial Group Inc (SMMF) .
Click here to see the complete history of Jill S Upson’s form 4 insider trades.
Insider Ownership Summary of Jill S Upson
| Ticker | Comapny | Transaction Date | Type of Owner |
|---|---|---|---|
| SMMF | Summit Financial Group Inc | 2023-08-29 | director |
Jill S Upson Latest Holdings Summary
Jill S Upson currently owns a total of 1 stock. Jill S Upson owns 2,207 shares of Summit Financial Group Inc (SMMF) as of August 29, 2023, with a value of $56,720.
Latest Holdings of Jill S Upson
| Ticker | Comapny | Latest Transaction Date | Shares Owned | Current Price ($) | Current Value ($) |
|---|---|---|---|---|---|
| SMMF | Summit Financial Group Inc | 2023-08-29 | 2,207 | 25.70 | 56,720 |
Holding Weightings of Jill S Upson
Jill S Upson Form 4 Trading Tracker
According to the SEC Form 4 filings, Jill S Upson has made a total of 10 transactions in Summit Financial Group Inc (SMMF) over the past 5 years, including 9 buys and 1 sells. The most-recent trade in Summit Financial Group Inc is the acquisition of 1,850 shares on August 29, 2023, which cost Jill S Upson around $45,899.
Insider Trading History of Jill S Upson
- 1
Jill S Upson Trading Performance
GuruFocus tracks the stock performance after each of Jill S Upson's buying transactions within different timeframes. To be detailed, the average return of stocks after 3 months bought by Jill S Upson is -4.02%. GuruFocus also compares Jill S Upson's trading performance to market benchmark return within the same time period. The performance of stocks bought by Jill S Upson within 3 months outperforms 3 times out of 9 transactions in total compared to the return of S&P 500 within the same period.
You can select different timeframes to see how Jill S Upson's insider trading performs compared to the benchmark.
Performance of Jill S Upson
Average Return
Outperforming Transactions
| 1 Month | 3 Months | 6 Months | 1 Year | 2 Years | 3 Years | |
|---|---|---|---|---|---|---|
| Return(%) | -1.17 | | | | | |
| Relative Return to S&P 500(%) | 0.24 | | | | | |
Jill S Upson Ownership Network
Ownership Network List of Jill S Upson
Ownership Network Relation of Jill S Upson
Jill S Upson Owned Company Details
What does Summit Financial Group Inc do?
Who are the key executives at Summit Financial Group Inc?
Jill S Upson is the director of Summit Financial Group Inc. Other key executives at Summit Financial Group Inc include director & Senior VP/ COO Scott C Jennings , EVP & Chief Risk Officer Joseph Hager , and Ex. VP & Chief Banking Officer Patricia L Owens .
Summit Financial Group Inc (SMMF) Insider Trades Summary
Over the past 18 months, Jill S Upson made 1 insider transaction in Summit Financial Group Inc (SMMF) with a net purchase of 1,850. Other recent insider transactions involving Summit Financial Group Inc (SMMF) include a net purchase of 14,201 shares made by Gary L Hinkle , a net purchase of 896 shares made by Geary James P Ii ,
In summary, during the past 3 months, insiders sold 0 shares of Summit Financial Group Inc (SMMF) in total and bought 0 shares, with a net sale of 0 shares. During the past 18 months, 0 shares of Summit Financial Group Inc (SMMF) were sold and 16,947 shares were bought by its insiders, resulting in a net purchase of 16,947 shares.
Summit Financial Group Inc (SMMF)'s detailed insider trading history can be found in Insider Trading Tracker table.
Summit Financial Group Inc Insider Transactions
Jill S Upson Mailing Address
Above is the net worth, insider trading, and ownership report for Jill S Upson. You might contact Jill S Upson via mailing address: 336 Pebble Beach Drive, Charles Town Wv 25414.
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
