Jill S. Upson is Director at SUMMIT FINANCIAL GROUP, INC. (SMMF). They have made 11 open-market trades across 2 companies since 2021, most recently 2026-05-20.
CIK 0001897254
9 open-market purchases totalling $62K since 2021, against 2 sales. Across 9 scored buys the stock is down 5.0% at ninety days, and 3.2 points behind the S&P over the same stretch.
9 scored purchases · one row per filing · discretionary only
| Ticker | Shares | Value |
|---|---|---|
| BHRB | 2,000 | $140K |
| SMMF | 2,207 | $57K |
| Total | $197K |
Shares reported on the most recent Form 4, priced at the 2026-05-21 close.
Counted per filing, not per execution lot — a purchase filled in several tranches is one decision.
| 7d | 30d | 90d | |
|---|---|---|---|
| Accuracy | 44% | 44% | 33% |
| Avg Move | -0.4% | -0.9% | -5.0% |
| Alpha | -0.1% | -1.0% | -3.2% |
| Scored | 9 | 9 | 9 |
| Ticker | Type | Traded | Filed | Price | Value | 7d Stock | 30d Stock | 90d Stock |
|---|---|---|---|---|---|---|---|---|
| BHRB | SELL | 2026-05-20 | 2026-05-21 | $63.31 | $70K | -3.2% | +2.5% | +11.2% |
| SMMF | BUY | 2023-08-29 | 2023-08-30 | $24.81 | $46K | -2.0% | -9.2% | -6.1% |
| SMMF | SELL | 2022-12-15 | 2022-12-16 | $26.04 | $5K | -0.9% | -0.8% | -12.0% |
| SMMF | BUY | 2022-12-14 | 2022-12-16 | $26.48 | $1K | -0.9% | -0.8% | -12.0% |
| SMMF | BUY | 2022-09-14 | 2022-12-14 | $26.48 | $1K | -4.0% | -2.4% | -16.5% |
| SMMF | BUY | 2022-09-09 | 2022-09-09 | $29.02 | $348 | -1.4% | -6.6% | -3.9% |
| SMMF | BUY | 2022-08-05 | 2022-08-08 | $29.61 | $2K | +1.0% | -3.7% | -2.8% |
| SMMF | BUY | 2022-06-22 | 2022-06-22 | $27.52 | $7K | -0.5% | +2.9% | +0.4% |
| SMMF | BUY | 2022-06-17 | 2022-06-21 | $27.39 | $3K | +1.5% | +4.8% | +0.4% |
| SMMF | BUY | 2021-12-03 | 2021-12-07 | $26.58 | $744 | +0.6% | +3.6% | -5.2% |
| SMMF | BUY | 2021-11-23 | 2021-12-03 | $27.59 | $138 | +1.9% | +3.2% | +1.0% |
Grouped by shared companies and similar filing behaviour. This is a similarity measure, not a ranking or a performance signal.