FinObservatory

SEC filings / CIK 811808

SUMMIT FINANCIAL GROUP, INC.

State commercial banks, WV. 13 10-K filer-years in this dataset, the most recent for FY2023, filed Mar 12, 2024. Every figure below is as filed by the company and untouched: FinObservatory has not restated, rescaled or corrected anything, and a blank is a fact the filing does not tag, not a zero.

This is the SEC holding company, identified by its Central Index Key. It is not the insured bank subsidiary that appears in /banks and /deposits, which are FDIC call-report entities on a different consolidation. Nothing here should be compared line for line with those.

Held-to-maturity gap against reported equity

The fair value of the held-to-maturity book minus its carrying amount, divided by the stockholders’ equity the same filing reports. Years marked n/a are years in which the filing does not tag one of the three.

-3-2-1012n/an/an/an/an/an/an/an/an/aFY2020: HTM fair value less carrying amount, +1.2% of reported stockholders’ equityFY2021: HTM fair value less carrying amount, +1.0% of reported stockholders’ equityFY2022: HTM fair value less carrying amount, -2.7% of reported stockholders’ equityFY2023: HTM fair value less carrying amount, -1.3% of reported stockholders’ equity11121314151617181920212223Fiscal year of the 10-K% of reported stockholders’ equity

The gap is computable for 4 of this company’s 13 filings. In 2 of the 13 filings the carrying amount is tagged with a company-invented element rather than a us-gaap one, so a standard-taxonomy screen would return no carrying amount for those years.

Source: SEC Financial Statement Data Sets, US Securities and Exchange Commission, Division of Economic and Risk Analysis. Facts as filed: uncleaned, unrestated, not audited by FinObservatory. Selection: consolidated USD balance-sheet instants at each filing's own period end, from this company's 10-K submissions with prevrpt = 0. Methodology

Filing history, as filed

FYFiledAssetsDepositsEquityAOCIHTM carryingHTM fair valueGap, % of equityCustom facts
2023Mar 12, 2024$4.63bn$3.72bn$440.2m-$7.5m$94.2m$88.3m-1.3%10.0%
2022Mar 10, 2023$3.92bn$3.17bn$354.5m-$11.5m$96.2m$86.6m-2.7%8.5%
2021Mar 4, 2022$3.58bn$2.94bn$327.5m$5.5m$98.1mext$101.2m+1.0%10.5%
2020Mar 11, 2021$3.11bn$2.60bn$281.6m$5.4m$99.9mext$103.2m+1.2%10.1%
2019Mar 6, 2020$2.40bn$1.91bn$247.8m$2.5mn/an/an/a10.9%
2018Mar 1, 2019$2.20bn$1.63bn$219.8m-$1.0mn/an/an/a9.3%
2017Mar 2, 2018$2.13bn$1.60bn$201.5m$1.7mn/an/an/a9.9%
2016Feb 28, 2017$1.76bn$1.30bn$155.4m-$3.3mn/an/an/a9.0%
2015Feb 26, 2016$1.49bn$1.07bn$143.7m-$456kn/an/an/a8.5%
2014Mar 2, 2015$1.44bn$1.06bn$131.6m$2.1mn/an/an/a8.8%
2013Mar 7, 2014$1.39bn$1.00bn$111.1m-$21kn/an/an/a7.9%
2012Feb 28, 2013$1.39bn$1.03bn$108.6m$4.9mn/an/an/a8.2%
2011Mar 1, 2012$1.45bn$1.02bn$102.6m$3.8mn/an/an/a9.3%

ext marks a carrying amount tagged with a company-invented element. p marks FY2025, which the dataset’s filing window (closing Mar 31, 2026) leaves incomplete across filers. “Custom facts” is the share of that filing’s consolidated facts carrying a company-invented tag, in any unit.

Source: SEC Financial Statement Data Sets, US Securities and Exchange Commission, Division of Economic and Risk Analysis. Facts as filed: uncleaned, unrestated, not audited by FinObservatory. Selection: this company's 10-K submissions with prevrpt = 0, one per fiscal year by latest filed date; consolidated USD instants at each filing's period end. Dollar columns are raw US dollars. Methodology

What this page cannot tell you

  • A blank in the held-to-maturity columns means the filing does not tag that fact on the consolidated face. It does not mean the company holds no held-to-maturity securities, and this dataset cannot distinguish the two.
  • A held-to-maturity gap is not a realised loss. Held to maturity, the securities pay par. The gap measures how far the reported equity sits from a mark-to-market equity, which becomes a solvency question only if the book must be sold.
  • AOCI is not the held-to-maturity mark. It bundles available-for-sale marks, hedge marks, pension and translation, net of tax. Do not add the two columns.
  • Every value is as filed. A scale error, sign error or mis-tag by the company is reproduced here exactly as the company made it.

Pages exist for the 650 bank and thrift holding companies with at least one 10-K from FY2015 onward, out of 900 with a 10-K anywhere in the dataset.