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| SEC Filing | Company/Stock | Trade Date | Transaction | Shares | Avg. Price | Total | % Holdings | Gain/Loss |
|---|---|---|---|---|---|---|---|---|
| 03-May-24 12:16 PM View:  | Summit Financial Group Inc. (SMMF) | 03-May-24 | Disposition | 33,641 | -- | -- | (30%) 113.74K to 80.1K | |
| 03-May-24 12:16 PM View: | Summit Financial Group Inc. (SMMF) | 03-May-24 | Disposition | 41,250 | -- | -- | (51%) 80.1K to 38.85K | |
| 03-May-24 12:16 PM View: | Summit Financial Group Inc. (SMMF) | 03-May-24 | Disposition | 38,850 | -- | -- | (100%) 38.85K to 0 | |
| 03-May-24 12:16 PM View: | Summit Financial Group Inc. (SMMF) | 03-May-24 | Acquisition (other) | 1,891 | -- | -- | 2% 111.85K to 113.74K | |
| 06-May-24 4:23 PM View: | Burke & Herbert Financial S... (BHRB) | 03-May-24 | Grant | 20,802 | -- | -- | 100% 0 to 20.8K | |
| 06-May-24 4:23 PM View: | Burke & Herbert Financial S... (BHRB) | 03-May-24 | Grant | 36,557 | -- | -- | 176% 20.8K to 57.36K | |
| 14-Apr-23 10:38 AM View: | Summit Financial Group Inc. (SMMF) | 14-Apr-23 | Acquisition (other) | 1,678 | -- | -- | 2% 110.17K to 111.85K | |
| 23-May-22 3:39 PM View: | Summit Financial Group Inc. (SMMF) | 20-May-22 | Acquisition (other) | 2,368 | -- | -- | 2% 107.8K to 110.17K | |
| 14-Apr-21 2:20 PM View: | Summit Financial Group Inc. (SMMF) | 14-Apr-21 | Acquisition (other) | 590 | -- | -- | < 1% 107.21K to 107.8K | |
| 30-Apr-20 4:09 PM View: | Summit Financial Group Inc. (SMMF) | 29-Apr-20 | Acquisition (other) | 1,431 | -- | -- | 1% 105.78K to 107.21K | |
| 30-Apr-20 10:00 PM View: | Summit Financial Group Inc. (SMMF) | 29-Apr-20 | Acquisition (other) Duplicate | 1,431 | -- | -- | 1% 105.78K to 107.21K | |
| 16-Jan-20 10:00 PM View: | Summit Financial Group Inc. (SMMF) | 22-Oct-19 | Gift | 16 | -- | -- | (< 1%) 105.8K to 105.78K | |
| 16-Jan-20 10:00 PM View: | Summit Financial Group Inc. (SMMF) | 20-Aug-19 | Gift | 146 | -- | -- | (< 1%) 105.95K to 105.8K | |
| 31-Jul-19 3:40 PM View: | Summit Financial Group Inc. (SMMF) | 29-Jul-19 | Market Sale | 8,561 | $27.10 | $232,032.00 | (7%) 114.51K to 105.95K | 17% |
| 18-Apr-19 11:10 AM View: | Summit Financial Group Inc. (SMMF) | 18-Apr-19 | Acquisition (other) | 975 | -- | -- | < 1% 113.53K to 114.51K | |
| 12-Dec-18 3:09 PM View: | Summit Financial Group Inc. (SMMF) | 10-Dec-18 | Option Exercise | 2,400 | $17.79 | $42,696.00 | 2% 111.13K to 113.53K | |
| 24-Apr-18 4:22 PM View: | Summit Financial Group Inc. (SMMF) | 24-Apr-18 | Acquisition (other) | 1,555 | -- | -- | 1% 109.57K to 111.13K | |
| 15-Feb-18 8:03 AM View: | Summit Financial Group Inc. (SMMF) | 18-Jan-18 | Gift | 38,850 | -- | -- | 35% 109.57K to 148.42K | |
| 15-Feb-18 8:03 AM View: | Summit Financial Group Inc. (SMMF) | 18-Jan-18 | Gift | 38,850 | -- | -- | (26%) 148.42K to 109.57K | |
| 19-Dec-17 2:25 PM View: | Summit Financial Group Inc. (SMMF) | 15-Dec-17 | Market Sale | 1,900 | $27.28 | $51,825.50 | (2%) 111.47K to 109.57K | 19% |
| 08-Dec-17 4:42 PM View: | Summit Financial Group Inc. (SMMF) | 06-Dec-17 | Disposition | 6,169 | $27.14 | $167,427.00 | (5%) 117.64K to 111.47K | 19% |
| 08-Dec-17 4:42 PM View: | Summit Financial Group Inc. (SMMF) | 06-Dec-17 | Option Exercise | 13,940 | $12.01 | $167,419.00 | 13% 103.7K to 117.64K | |
| 30-Nov-17 4:06 PM View: | Summit Financial Group Inc. (SMMF) | 29-Nov-17 | Market Sale | 3,473 | $27.25 | $94,639.20 | 3% 100.23K to 103.7K | (20%) |
| 30-Nov-17 4:06 PM View: | Summit Financial Group Inc. (SMMF) | 28-Nov-17 | Market Sale | 327 | $27.25 | $8,910.75 | < 1% 106.85K to 107.17K | (20%) |
| 03-Nov-17 3:45 PM View: | Summit Financial Group Inc. (SMMF) | 01-Nov-17 | Option Exercise | 3,800 | $14.73 | $55,982.00 | 4% 103.7K to 107.5K | |
| 24-Mar-17 2:49 PM View: | Summit Financial Group Inc. (SMMF) | 24-Mar-17 | Acquisition (other) | 1,591 | -- | -- | 2% 102.11K to 103.7K | |
| 29-Dec-16 3:42 PM View: | Summit Financial Group Inc. (SMMF) | 27-Dec-16 | Gift | 100 | -- | -- | (< 1%) 102.21K to 102.11K | |
| 09-Dec-16 2:11 PM View: | Summit Financial Group Inc. (SMMF) | 09-Dec-16 | Market Option Sale | 2,400 | $29.10 | $69,840.00 | (2%) 105.61K to 103.21K | 34% |
| 09-Dec-16 2:11 PM View: | Summit Financial Group Inc. (SMMF) | 09-Dec-16 | Market Sale | 1,000 | $29.10 | $29,100.00 | (< 1%) 103.21K to 102.21K | 34% |
| 09-Dec-16 2:11 PM View: | Summit Financial Group Inc. (SMMF) | 08-Dec-16 | Option Exercise | 2,400 | $17.79 | $42,696.00 | 2% 103.21K to 105.61K | |
| 09-Dec-16 10:56 AM View: | Summit Financial Group Inc. (SMMF) | 07-Dec-16 | Option Exercise | 2,400 | $25.93 | $62,232.00 | 2% 103.21K to 105.61K | |
| 09-Dec-16 10:56 AM View: | Summit Financial Group Inc. (SMMF) | 07-Dec-16 | Market Option Sale | 2,400 | $29.31 | $70,334.40 | (2%) 105.61K to 103.21K | 35% |
| 05-Dec-16 11:34 AM View: | Summit Financial Group Inc. (SMMF) | 02-Dec-16 | Option Exercise | 1,400 | $9.49 | $13,286.00 | 1% 101.81K to 103.21K | |
| 25-Oct-16 11:30 AM View: | Summit Financial Group Inc. (SMMF) | 24-Oct-16 | Option Exercise | 1,200 | $5.95 | $7,140.00 | 1% 100.61K to 101.81K | |
| 27-Apr-16 5:11 PM View: | Summit Financial Group Inc. (SMMF) | 27-Apr-16 | Acquisition (other) | 3,610 | -- | -- | 4% 97.0K to 100.61K | |
| 04-Dec-15 4:22 PM View: | Summit Financial Group Inc. (SMMF) | 04-Dec-15 | Option Exercise | 1,400 | $9.49 | $13,286.00 | 1% 95.59K to 96.99K | |
| 26-Oct-15 2:49 PM View: | Summit Financial Group Inc. (SMMF) | 23-Oct-15 | Option Exercise | 1,200 | $5.95 | $7,140.00 | 1% 94.39K to 95.59K | |
| 24-Aug-15 10:21 AM View: | Summit Financial Group Inc. (SMMF) | 21-Aug-15 | Gift | 141 | -- | -- | (< 1%) 94.53K to 94.39K | |
| 03-Jun-15 9:34 AM View: | Summit Financial Group Inc. (SMMF) | 01-Jun-15 | Exercise (in-the money or at-the-money) | 106 | $9.75 | $1,033.50 | < 1% 94.07K to 94.17K | |
| 03-Jun-15 9:34 AM View: | Summit Financial Group Inc. (SMMF) | 01-Jun-15 | Exercise (in-the money or at-the-money) | 358 | $9.75 | $3,490.50 | < 1% 94.17K to 94.53K | |
| 09-Apr-15 3:10 PM View: | Summit Financial Group Inc. (SMMF) | 09-Apr-15 | Acquisition (other) | 528 | -- | -- | < 1% 93.54K to 94.07K | |
| 16-Mar-15 5:11 PM View: | Summit Financial Group Inc. (SMMF) | 12-Mar-15 | Conversion | 250 | $4.00 | $1,000.00 | < 1% 47.79K to 48.04K | |
| 16-Mar-15 5:11 PM View: | Summit Financial Group Inc. (SMMF) | 12-Mar-15 | Conversion Duplicate | 45,454 | $5.50 | $249,997.00 | 95% 48.04K to 93.5K | |
| 02-Dec-14 1:43 PM View: | Summit Financial Group Inc. (SMMF) | 01-Dec-14 | Option Exercise | 1,400 | $9.49 | $13,286.00 | 3% 46.39K to 47.79K | |
| 22-Oct-14 1:56 PM View: | Summit Financial Group Inc. (SMMF) | 21-Oct-14 | Option Exercise | 1,200 | $5.95 | $7,140.00 | 3% 45.19K to 46.39K | |
| 07-May-14 11:05 AM View: | Summit Financial Group Inc. (SMMF) | 06-May-14 | Acquisition (other) | 709 | -- | -- | 2% 44.48K to 45.19K | |
| 25-Feb-14 2:47 PM View: | Summit Financial Group Inc. (SMMF) | 21-Feb-14 | Option Exercise | 1,600 | $4.63 | $7,408.00 | 4% 42.88K to 44.48K | |
| 28-Oct-13 9:41 AM View: | Summit Financial Group Inc. (SMMF) | 24-Oct-13 | Option Exercise | 1,200 | $5.95 | $7,140.00 | 3% 41.69K to 42.88K | |
| 09-May-13 9:20 AM View: | Summit Financial Group Inc. (SMMF) | 09-May-13 | Acquisition (other) | 304 | -- | -- | < 1% 41.38K to 41.69K | |
| 12-Feb-13 1:06 PM View: | Summit Financial Group Inc. (SMMF) | 12-Feb-13 | Market Option Sale | 1,550 | $7.00 | $10,850.00 | (4%) 42.93K to 41.38K | (313%) |