Company Summit State Bank

SSBI

US8662642037

Banks

Business Summary

Sales per Business

Sales per region

Managers

Members of the board

Share class

Shareholders

Company contact information

Sector

Sector Commercial Banks

Market Closed - Nasdaq Other stock markets 16:30:00 2024-05-20 EDT			5-day change	1st Jan Change
8.83 ^USD	+0.91%		-2.32%	-28.21%

04-30	Earnings Flash (SSBI) SUMMIT STATE BANK Reports Q1 EPS $0.21	MT
04-30	Summit State Bank Reports Earnings Results for the First Quarter Ended March 31, 2024	CI

Summit State Bank (the Bank) is a state-chartered commercial bank. The Bank operates a traditional community banking business within its primary service area of Sonoma County in California. It provides an array of financial services to small to medium-sized businesses and their owners and employees, entrepreneurs, families, foundations, estates and individual consumers. The Bank offers depository and lending services primarily to meet the needs of its business, nonprofit organization and individual clientele. These services include a variety of transaction, money market, savings and time deposit account alternatives. The Bank's lending activities are directed primarily towards commercial real estate, construction and business loans. It provides a set of loan products, such as commercial loans and leases, lines of credit, commercial real estate loans, Small Business Administration (SBA), loans and others. Its branch locations include Santa Rosa, Petaluma, Rohnert Park and Healdsburg.

Number of employees: 112

USD in Million	2022	Weight	2023	Weight	Delta
Commercial Bank 100.0 %	50	100.0 %	41	100.0 %	-18.55%

USD in Million	2022	Weight	2023	Weight	Delta
United States 100.0 %	50	100.0 %	41	100.0 %	-18.55%

Managers	Title	Age	Since
Brian Reed CEO	Chief Executive Officer	65	16-11-13
Camille Kazarian DFI	Director of Finance/CFO	45	18-12-08
Genie Secco COO	Chief Operating Officer	-	14-12-31
Michael Castlio PRN	Corporate Officer/Principal	-	17-12-31
Joel Louraine PRN	Corporate Officer/Principal	-	15-05-12
Barbara Gradman SEC	Corporate Secretary	-	13-06-30
Brandy Seppi PRN	Corporate Officer/Principal	49	15-02-14
Roni Brown SAM	Sales & Marketing	-	15-01-10

Members of the board	Title	Age	Since
Marshall Reynolds BRD	Director/Board Member	87	98-11-30
Douglas Reynolds BRD	Director/Board Member	47	22-05-22
Todd Fry BRD	Director/Board Member	58	99-12-31
Belinda Guadarrama BRD	Director/Board Member	70	21-10-27
Nicholas Rado BRD	Director/Board Member	72	08-12-31
Sharon Wright BRD	Director/Board Member	80	20-06-07
Josh Cox CHM	Chairman	82	06-03-31
Jeffrey Allen BRD	Director/Board Member	65	13-07-28
John Wright BRD	Director/Board Member	74	14-07-27
Brian Reed CEO	Chief Executive Officer	65	16-11-13

	Vote	Quantity	Free-Float	Company-owned shares	Total Float
Stock A	1	6,784,099	5,133,196 ( 75.67 %)	0	75.67 %

Name	Equities	%	Valuation
The Banc Funds Co LLC (Private Equity) 6.581 %	439,395	6.581 %	4 M $
The Banc Funds Co LLC 6.581 %	439,395	6.581 %	4 M $
Vanguard Global Advisers LLC 4.163 %	277,924	4.163 %	3 M $
Caldwell Sutter Capital, Inc. 3.135 %	209,328	3.135 %	2 M $
MAI Capital Management LLC 1.372 %	91,634	1.372 %	916 340 $
Traverso Chambers Private Wealth Management LLC 1.319 %	88,065	1.319 %	880 650 $
Dimensional Fund Advisors LP 1.017 %	67,933	1.017 %	679 330 $
Geode Capital Management LLC 0.7042 %	47,015	0.7042 %	470 150 $
Mike Salzhauer 0.6919 %	46,197	0.6919 %	461 970 $
Benedetti & Gucer, Inc. 0.6788 %	45,321	0.6788 %	453 210 $

Summit State Bank (California)

500 Bicentennial Way

95403, Santa Rosa

http://www.summitstatebank.com

Financials

Banking & Investment Services

Banking Services

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