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| SEC Filing | Company/Stock | Trade Date | Transaction | Shares | Avg. Price | Total | % Holdings | Gain/Loss |
|---|---|---|---|---|---|---|---|---|
| 03-May-24 12:08 PM View:  | Summit Financial Group Inc. (SMMF) | 03-May-24 | Disposition | 1,150 | -- | -- | (14%) 8.39K to 7.25K | |
| 03-May-24 12:08 PM View: | Summit Financial Group Inc. (SMMF) | 03-May-24 | Disposition | 7,246 | -- | -- | (100%) 7.25K to 0 | |
| 03-May-24 12:08 PM View: | Summit Financial Group Inc. (SMMF) | 03-May-24 | Option Exercise | 1,086 | -- | -- | 15% 7.31K to 8.39K | |
| 06-May-24 9:14 AM View: | Burke & Herbert Financial S... (BHRB) | 03-May-24 | Grant | 3,106 | -- | -- | 100% 0 to 3.11K | |
| 06-May-24 9:14 AM View: | Burke & Herbert Financial S... (BHRB) | 03-May-24 | Grant | 579 | -- | -- | 19% 3.11K to 3.69K | |
| 03-May-18 10:37 AM View: | Summit Financial Group Inc. (SMMF) | 02-May-18 | Market Purchase | 860 | $25.91 | $22,284.80 | 13% 6.45K to 7.31K | (15%) |