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| SEC Filing | Company/Stock | Trade Date | Transaction | Shares | Avg. Price | Total | % Holdings | Gain/Loss |
|---|---|---|---|---|---|---|---|---|
| 19-Aug-24 9:14 AM View:  | Burke & Herbert Financial S... (BHRB) | 15-Aug-24 | Grant | 1,000 | -- | -- | 5% 19.55K to 20.55K | |
| 03-May-24 12:14 PM View: | Summit Financial Group Inc. (SMMF) | 03-May-24 | Disposition | 31,569 | -- | -- | (81%) 38.78K to 7.21K | |
| 03-May-24 12:14 PM View: | Summit Financial Group Inc. (SMMF) | 03-May-24 | Disposition | 7,213 | -- | -- | (100%) 7.21K to 0 | |
| 06-May-24 9:14 AM View: | Burke & Herbert Financial S... (BHRB) | 03-May-24 | Grant | 15,918 | -- | -- | 100% 0 to 15.92K | |
| 06-May-24 9:14 AM View: | Burke & Herbert Financial S... (BHRB) | 03-May-24 | Grant | 3,637 | -- | -- | 23% 15.92K to 19.55K | |
| 02-Apr-24 2:30 PM View: | Summit Financial Group Inc. (SMMF) | 19-Mar-24 | Private Purchase | 896 | $25.58 | $22,919.70 | 2% 37.89K to 38.78K | |
| 05-May-22 1:48 PM View: | Summit Financial Group Inc. (SMMF) | 05-May-22 | txn.W.title | 3,125 | -- | -- | (8%) 41.01K to 37.89K | |
| 21-Jun-19 1:02 PM View: | Summit Financial Group Inc. (SMMF) | 21-Jun-19 | Market Sale | 4,088 | $25.00 | $102,200.00 | (8%) 48.22K to 44.14K | 10% |
| 21-Jun-19 1:02 PM View: | Summit Financial Group Inc. (SMMF) | 21-Jun-19 | txn.W.title | 3,125 | -- | -- | 7% 45.1K to 48.22K | |
| 21-Jun-19 1:02 PM View: | Summit Financial Group Inc. (SMMF) | 21-Jun-19 | txn.W.title | 3,125 | -- | -- | (7%) 44.14K to 41.01K | |
| 03-Jun-19 3:54 PM View: | Summit Financial Group Inc. (SMMF) | 30-May-19 | txn.W.title | 8,176 | -- | -- | 22% 36.92K to 45.1K | |
| 05-Feb-18 11:24 AM View: | Summit Financial Group Inc. (SMMF) | 31-Jan-18 | Gift | 136 | -- | -- | (< 1%) 37.06K to 36.92K | |
| 16-Mar-15 4:28 PM View: | Summit Financial Group Inc. (SMMF) | 12-Mar-15 | Conversion | 18,181 | $5.50 | $99,995.50 | 144% 12.63K to 30.81K | |
| 16-Mar-15 4:28 PM View: | Summit Financial Group Inc. (SMMF) | 12-Mar-15 | Conversion Duplicate | 6,250 | $4.00 | $25,000.00 | 20% 30.81K to 37.06K | |
| 13-Jun-08 4:47 PM View: | Summit Financial Group Inc. (SMMF) | 13-Jun-08 | Market Purchase | 200 | $13.55 | $2,710.00 | 2% 12.43K to 12.63K | (19%) |
| 21-Dec-07 9:53 AM View: | Summit Financial Group Inc. (SMMF) | 20-Dec-07 | Market Purchase | 500 | $14.98 | $7,490.00 | 4% 11.93K to 12.43K | (26%) |