Jill S Upson Insider Profile
4 Followers
Jill S Upson, Director at Summit Financial Group, holds 2.00K shares in Burke & Herbert Bank & Company (Ticker: BHRB), holds 0.00 shares in Summit Financial Group (Ticker: SMMF). Most recently, Jill S Upson Sold ― shares of Burke & Herbert Bank & Company on May 21, 2026 for an estimated value of $70.39K.
Profitable Transactions
4 out of 9 Profitable Transactions
Average Return
-2.20%
Average return per transaction
Time Frame
Compare to
Insider Roles
Director
Roles that Jill S Upson holds in companies
Most Profitable Insider Trade
Stock:
Summit Financial Group
(SMMF)
(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
Summit Financial Group
May 03, 2024
―
Uninformative Sell
―
$0.00
Burke & Herbert Bank & Company
May 21, 2026
Director
Informative Sell
70.39K
$125.54K
List of latest transactions for each holding click on a transaction to see Jill S Upson's performance on stock
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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 44%.
What is the average return per transaction made by Jill S Upson?
The average return per transaction made by Jill S Upson is -2.20%.
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 Informative Sell of $70.39K.
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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