Jill S Upson - Net Worth and Insider Trading
Jill S Upson Net Worth
The estimated net worth of Jill S Upson is at least $60,582 dollars as of 2024-04-27. 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 $60,582. 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 assumption that Jill S Upson has not made any transactions after 2023-08-29 and currently still holds the listed stock(s).
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 $60,582.
Latest Holdings of Jill S Upson
| Ticker | Comapny | Latest Transaction Date | Shares Owned | Current Price ($) | Current Value ($) |
|---|---|---|---|---|---|
| SMMF | Summit Financial Group Inc | 2023-08-29 | 2,207 | 27.45 | 60,582 |
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
-9.96%
Outperforming Transactions
38%
| 1 Month | 3 Months | 6 Months | 1 Year | 2 Years | 3 Years | |
|---|---|---|---|---|---|---|
| Return(%) | -1.17 | -4.02 | -8.17 | -9.96 | -5.61 | |
| Relative Return to S&P 500(%) | 0.24 | -1.78 | -8.16 | -17.72 | -5.2 |
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 3 insider transaction in Summit Financial Group Inc (SMMF) with a net purchase of 1,702. Other recent insider transactions involving Summit Financial Group Inc (SMMF) include a net purchase of 1,742 shares made by Oscar M Bean , a net purchase of 15,651 shares made by Gary L Hinkle , and a net purchase of 1,200 shares made by Scott C Jennings .
In summary, during the past 3 months, insiders sold 0 shares of Summit Financial Group Inc (SMMF) in total and bought 896 shares, with a net purchase of 896 shares. During the past 18 months, 201 shares of Summit Financial Group Inc (SMMF) were sold and 30,898 shares were bought by its insiders, resulting in a net purchase of 30,697 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.
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