Form D · Commercial Banking
SUMMIT FINANCIAL GROUP, INC.
Moorefield, WV · CIK 0000811808
Offering snapshot reported Nov 23, 2021 · SEC filing
- Reported sold
- $75M Offering amount: $75M
- Investors reported
- 40 Form D · investor count
- Minimum accepted
- $100K Reported outside-investor minimum
- First sale
- Nov 16, 2021 As reported in this filing
What changed?
Latest filing versus its linked predecessor, where available.
No comparable changes in the displayed metrics.
Filing history
Scroll to see all columns →
| Filed | Filing type | Reported sold | Change vs linked filing | Investors | Source |
|---|---|---|---|---|---|
| Nov 23, 2021 | Initial | $75,000,000 | No comparison | 40 | SEC filing |
| Apr 29, 2021 | Amendment | $14,500,000 | No comparison | Not reported | SEC filing |
| Apr 23, 2021 | Initial | $9,700,000 | No comparison | Not reported | SEC filing |
| Sep 30, 2020 | Initial | $30,000,000 | No comparison | 27 | SEC filing |
| Dec 4, 2014 | Initial | $7,988,994 | No comparison | 1 | SEC filing |
| Aug 7, 2009 | Initial | $50,000 | No comparison | 1 | SEC filing |
Offering details
- Securities
- Debt
- Exemptions
- 06b
- Duration over one year
- No
- Business combination
- No
- Sales commissions
- $1.5M
- Finders' fees
- $0
- Form D file number
- 021-422192
Sales compensation recipients
Scroll to see all columns →
| Recipient | CRD | Associated broker-dealer |
|---|---|---|
| Piper Sandler & Co | 665 |
Source: Form D, filed Nov 23, 2021. Minimum accepted may differ from a standard advertised minimum.
Fund connections
No confirmed ADV fund connection is available for this issuer.
People & organizations
Current and past Form D appearances. These existing records do not establish a person's current role or uniquely identify them across issuers.
| Name | Reported role |
|---|---|
| Frank A. Baer, Iii | Director |
| Oscar M Bean | Director |
| Dewey F Bensenhaver | Director |
| Ronald L Bowling | Director |
| J. Scott Bridgeforth | Director |
| Julie R. Cook | Executive |
| James M Cookman | Director |
| John, Ii W. Crites | Director |
| John W. Crites | Director |
| John W Crites, Ii | Director |
| Danyl R Freeman | Executive |
| Patrick N Frye | Executive |
| James, Ii P. Geary | Director |
| James P Geary, Ii | Director |
| James P. Geary, Iii | Director |
| Georgette R George | Director |
| John B Gianola | Director |
| Thomas J. Hawse, Iii | Director |
| Phoebe F. Heishman | Director |
| Gary L Hinkle | Director |
| Gerald W. Huffman | Director |
| Scott C Jennings | Executive |
| Jason A Kitzmiller | Director |
| H., Iii Charles Maddy | Director, Executive |
| H. Charles Maddy, Iii | Director, Executive |
| Julie R Markwood | Executive |
| Duke A. Mc Daniel | Director |
| Ronald F. Miller | Director, Executive |
| Douglas T. Mitchell | Executive |
| G. R. Ours, Jr. | Director |
| Patricia L Owens | Executive |
| Charles S Piccirillo | Director |
| Bradford E Ritchie | Executive |
| John H. Shot | Director |
| John H. Shott | Director |
| Ronald B Spencer | Director |
| Robert S Tissue | Executive |
| Jill S Upson | Director |
Issuer details
Industry: Commercial Banking (See others in industry)
Address:
300 North Main St
Moorefield, WV, 26836
Moorefield, WV, 26836