Jill S Upson Insider Profile

4 Followers
Jill S Upson, Director at Summit Financial Group, holds 2.11K shares in Burke & Herbert Bank & Company (Ticker: BHRB), holds 0.00 shares in Summit Financial Group (Ticker: SMMF).
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Jill S Upson

Jill S Upson
Summit Financial Group (SMMF)
Director

Ranked #55,538 out of 99,335 Corporate Insiders

Profitable Transactions

38%
3 out of 8 Profitable Transactions

Average Return

-2.60%
Average return per transaction
Time Frame
1 Year
Compare to
No Benchmark

Insider Holdings

$149K
100.00%
A breakdown of Jill S Upson's holdings

Insider Roles

Burke & Herbert Bank & Company
(BHRB)
Director
Roles that Jill S Upson holds in companies

Most Profitable Insider Trade

Stock:
Summit Financial Group
(SMMF)
Rating:Informative Buy
Date:Dec 03, 2021 - Dec 03, 2022
Return:+12.00%
The most profitable trade made by Jill S Upson

Jill S Upson's Trading History

Company Name
Last Transaction Date
Insider Position
Last Transaction
Last Transaction Amount
Holding Value
SMMF
Summit Financial Group
May 03, 2024
Uninformative Sell
$0.00
Burke & Herbert Bank & Company
Aug 19, 2024
Director
Uninformative Buy
$149.02K
List of latest transactions for each holding click on a transaction to see Jill S Upson's performance on stock

Jill S Upson insider profile FAQ

What is the percentage of profitable transactions made by Jill S Upson?
The percentage of profitable transactions made by Jill S Upson is 38%.
    What is the average return per transaction made by Jill S Upson?
    The average return per transaction made by Jill S Upson is -2.60%.
      What stocks does Jill S Upson hold?
      Jill S Upson holds: SMMF, BHRB stocks.
        What was Jill S Upson’s latest transaction?
        Jill S Upson latest transaction was an Uninformative Buy of ―.
          What was Jill S Upson's most profitable transaction?
          Jill S Upson’s most profitable transaction was an Informative Buy of SMMF stock on December 3, 2021. The return on the trade was 12.00%.
            What is Jill S Upson's role in Summit Financial Group?
            Jill S Upson's role in Summit Financial Group is Director.
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