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| SEC Filing | Company/Stock | Trade Date | Transaction | Shares | Avg. Price | Total | % Holdings | Gain/Loss |
|---|---|---|---|---|---|---|---|---|
| 03-May-24 12:12 PM View:  | Summit Financial Group Inc. (SMMF) | 03-May-24 | Disposition | 13,592 | -- | -- | (76%) 17.91K to 4.31K | |
| 03-May-24 12:12 PM View: | Summit Financial Group Inc. (SMMF) | 03-May-24 | Disposition | 4,061 | -- | -- | (94%) 4.31K to 0.25K | |
| 03-May-24 12:12 PM View: | Summit Financial Group Inc. (SMMF) | 03-May-24 | Disposition | 253 | -- | -- | (100%) 0.25K to 0 | |
| 03-May-24 12:12 PM View: | Summit Financial Group Inc. (SMMF) | 03-May-24 | Acquisition (other) | 776 | -- | -- | 5% 17.13K to 17.91K | |
| 06-May-24 4:42 PM View: | Burke & Herbert Financial S... (BHRB) | 03-May-24 | Grant | 2,046 | -- | -- | 100% 0 to 2.05K | |
| 06-May-24 4:42 PM View: | Burke & Herbert Financial S... (BHRB) | 03-May-24 | Grant | 6,981 | -- | -- | 341% 2.05K to 9.03K | |
| 14-Apr-23 10:48 AM View: | Summit Financial Group Inc. (SMMF) | 14-Apr-23 | Acquisition (other) | 775 | -- | -- | 5% 16.36K to 17.13K | |
| 29-Aug-22 2:03 PM View: | Summit Financial Group Inc. (SMMF) | 25-Aug-22 | Disposition | 183 | $29.50 | $5,398.50 | (1%) 16.54K to 16.36K | |
| 03-Aug-22 1:36 PM View: | Summit Financial Group Inc. (SMMF) | 01-Aug-22 | Disposition | 702 | $30.14 | $21,164.30 | (4%) 17.24K to 16.54K | |
| 03-Aug-22 1:36 PM View: | Summit Financial Group Inc. (SMMF) | 01-Aug-22 | Option Exercise | 1,761 | $12.01 | $21,152.00 | 11% 15.48K to 17.24K | |
| 23-May-22 3:37 PM View: | Summit Financial Group Inc. (SMMF) | 20-May-22 | Acquisition (other) | 1,006 | -- | -- | 7% 14.47K to 15.48K | |
| 14-Apr-21 2:29 PM View: | Summit Financial Group Inc. (SMMF) | 14-Apr-21 | Acquisition (other) | 264 | -- | -- | 2% 14.21K to 14.47K | |
| 30-Apr-20 10:23 AM View: | Summit Financial Group Inc. (SMMF) | 29-Apr-20 | Acquisition (other) | 583 | -- | -- | 4% 13.63K to 14.21K | |
| 23-May-19 8:25 AM View: | Summit Financial Group Inc. (SMMF) | 21-May-19 | Market Sale | 1,500 | $25.70 | $38,550.00 | (10%) 15.13K to 13.63K | 13% |
| 16-May-19 4:55 PM View: | Summit Financial Group Inc. (SMMF) | 13-May-19 | Disposition | 1,653 | $25.59 | $42,310.50 | (10%) 16.78K to 15.13K | 13% |
| 16-May-19 4:55 PM View: | Summit Financial Group Inc. (SMMF) | 13-May-19 | Option Exercise | 3,522 | $12.01 | $42,304.00 | 27% 13.26K to 16.78K | |
| 18-Apr-19 12:54 PM View: | Summit Financial Group Inc. (SMMF) | 18-Apr-19 | Acquisition (other) | 380 | -- | -- | 3% 12.88K to 13.26K | |
| 24-Apr-18 5:24 PM View: | Summit Financial Group Inc. (SMMF) | 24-Apr-18 | Acquisition (other) | 615 | -- | -- | 5% 12.26K to 12.88K | |
| 13-Dec-17 4:20 PM View: | Summit Financial Group Inc. (SMMF) | 13-Dec-17 | Market Sale | 1,213 | $27.00 | $32,751.00 | (9%) 13.48K to 12.26K | 19% |
| 08-Dec-17 5:10 PM View: | Summit Financial Group Inc. (SMMF) | 06-Dec-17 | Disposition | 1,559 | $27.14 | $42,311.30 | (10%) 15.04K to 13.48K | 19% |
| 08-Dec-17 5:10 PM View: | Summit Financial Group Inc. (SMMF) | 06-Dec-17 | Option Exercise | 3,522 | $12.01 | $42,299.20 | 31% 11.51K to 15.04K | |
| 24-Mar-17 3:23 PM View: | Summit Financial Group Inc. (SMMF) | 24-Mar-17 | Acquisition (other) | 580 | -- | -- | 5% 10.93K to 11.51K | |
| 09-Dec-16 3:23 PM View: | Summit Financial Group Inc. (SMMF) | 09-Dec-16 | Option Exercise | 900 | $17.79 | $16,011.00 | 8% 10.93K to 11.83K | |
| 09-Dec-16 3:23 PM View: | Summit Financial Group Inc. (SMMF) | 09-Dec-16 | Market Option Sale | 900 | $29.71 | $26,743.20 | (8%) 11.83K to 10.93K | 36% |
| 09-Dec-16 3:23 PM View: | Summit Financial Group Inc. (SMMF) | 07-Dec-16 | Option Exercise | 2,400 | $25.93 | $62,232.00 | 22% 10.93K to 13.33K | |
| 09-Dec-16 3:23 PM View: | Summit Financial Group Inc. (SMMF) | 07-Dec-16 | Market Option Sale | 2,400 | $29.32 | $70,377.60 | (18%) 13.33K to 10.93K | 35% |
| 27-Apr-16 7:03 PM View: | Summit Financial Group Inc. (SMMF) | 27-Apr-16 | Acquisition (other) | 1,289 | -- | -- | 13% 9.64K to 10.93K | |
| 03-Jun-15 9:52 AM View: | Summit Financial Group Inc. (SMMF) | 01-Jun-15 | Exercise (in-the money or at-the-money) | 110 | $9.75 | $1,072.50 | 1% 9.52K to 9.63K | |
| 03-Jun-15 9:52 AM View: | Summit Financial Group Inc. (SMMF) | 01-Jun-15 | Exercise (in-the money or at-the-money) | 13 | $9.75 | $126.75 | < 1% 9.63K to 9.64K | |
| 10-Apr-15 8:53 AM View: | Summit Financial Group Inc. (SMMF) | 09-Apr-15 | Acquisition (other) | 201 | -- | -- | 2% 9.32K to 9.52K | |
| 10-Apr-15 8:53 AM View: | Summit Financial Group Inc. (SMMF) | 14-Jan-15 | Gift | 200 | -- | -- | 2% 9.32K to 9.52K | |
| 10-Apr-15 8:53 AM View: | Summit Financial Group Inc. (SMMF) | 14-Jan-15 | Gift | 200 | -- | -- | (2%) 9.52K to 9.32K | |
| 08-Dec-14 9:55 AM View: | Summit Financial Group Inc. (SMMF) | 05-Dec-14 | Option Exercise | 800 | $9.49 | $7,592.00 | 9% 8.52K to 9.32K | |
| 07-May-14 1:22 PM View: | Summit Financial Group Inc. (SMMF) | 06-May-14 | Acquisition (other) | 261 | -- | -- | 3% 8.26K to 8.52K | |
| 09-May-13 10:42 AM View: | Summit Financial Group Inc. (SMMF) | 09-May-13 | Acquisition (other) | 111 | -- | -- | 1% 8.15K to 8.26K | |
| 02-May-12 2:38 PM View: | Summit Financial Group Inc. (SMMF) | 02-May-12 | Acquisition (other) | 669 | -- | -- | 9% 7.48K to 8.15K | |
| 28-Apr-11 5:04 PM View: | Summit Financial Group Inc. (SMMF) | 28-Apr-11 | Acquisition (other) | 156 | -- | -- | 2% 7.32K to 7.48K | |
| 25-Jun-10 11:51 AM View: | Summit Financial Group Inc. (SMMF) | 24-Jun-10 | Acquisition (other) | 104 | -- | -- | 1% 7.22K to 7.32K | |
| 05-Jun-09 4:25 PM View: | Summit Financial Group Inc. (SMMF) | 05-Jun-09 | Market Purchase | 200 | $5.99 | $1,198.00 | 3% 7.02K to 7.22K | 255% |
| 21-Apr-09 9:57 AM View: | Summit Financial Group Inc. (SMMF) | 21-Apr-09 | Acquisition (other) | 415 | -- | -- | 6% 6.6K to 7.02K | |
| 07-May-08 10:46 AM View: | Summit Financial Group Inc. (SMMF) | 07-May-08 | Acquisition (other) | 552 | -- | -- | 9% 6.05K to 6.6K | |
| 01-May-08 11:02 AM View: | Summit Financial Group Inc. (SMMF) | 30-Apr-08 | Option Exercise | 200 | $5.95 | $1,190.00 | 3% 5.85K to 6.05K | 114% |
| 31-Dec-07 4:57 PM View: | Summit Financial Group Inc. (SMMF) | 19-Dec-07 | Gift | 10 | -- | -- | < 1% 5.84K to 5.85K | |
| 18-Dec-07 4:54 PM View: | Summit Financial Group Inc. (SMMF) | 17-Dec-07 | Option Exercise | 200 | $5.95 | $1,190.00 | 4% 5.64K to 5.84K | |
| 23-Apr-07 4:46 PM View: | Summit Financial Group Inc. (SMMF) | 23-Apr-07 | Acquisition (other) | 250 | -- | -- | 5% 5.39K to 5.64K | |
| 10-Apr-06 3:20 PM View: | Summit Financial Group Inc. (SMMF) | 10-Apr-06 | Acquisition (other) | 117 | -- | -- | 2% 5.27K to 5.39K | |
| 10-Apr-06 3:20 PM View: | Summit Financial Group Inc. (SMMF) | 07-Apr-06 | Option Exercise | 200 | $5.95 | $1,190.00 | 4% 5.07K to 5.27K |