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| SEC Filing | Company/Stock | Trade Date | Transaction | Shares | Avg. Price | Total | % Holdings | Gain/Loss |
|---|---|---|---|---|---|---|---|---|
| 03-May-24 12:18 PM View:  | Summit Financial Group Inc. (SMMF) | 03-May-24 | Disposition | 21,781 | -- | -- | (68%) 32.08K to 10.3K | |
| 03-May-24 12:18 PM View: | Summit Financial Group Inc. (SMMF) | 03-May-24 | Disposition | 10,302 | -- | -- | (100%) 10.3K to 0 | |
| 03-May-24 12:18 PM View: | Summit Financial Group Inc. (SMMF) | 03-May-24 | Acquisition (other) | 666 | -- | -- | 2% 31.42K to 32.08K | |
| 06-May-24 4:42 PM View: | Burke & Herbert Financial S... (BHRB) | 03-May-24 | Grant | 10,983 | -- | -- | 100% 0 to 10.98K | |
| 06-May-24 4:42 PM View: | Burke & Herbert Financial S... (BHRB) | 03-May-24 | Grant | 5,195 | -- | -- | 47% 10.98K to 16.18K | |
| 14-Apr-23 10:42 AM View: | Summit Financial Group Inc. (SMMF) | 14-Apr-23 | Acquisition (other) | 1,233 | -- | -- | 4% 30.18K to 31.42K | |
| 23-May-22 3:33 PM View: | Summit Financial Group Inc. (SMMF) | 20-May-22 | Acquisition (other) | 1,367 | -- | -- | 5% 28.82K to 30.18K | |
| 17-Sep-21 2:16 PM View: | Summit Financial Group Inc. (SMMF) | 16-Sep-21 | Option Exercise | 4,000 | $24.09 | $96,360.00 | 17% 23.82K to 27.82K | < 1% |
| 14-Apr-21 3:23 PM View: | Summit Financial Group Inc. (SMMF) | 14-Apr-21 | Acquisition (other) | 473 | -- | -- | 2% 23.34K to 23.82K | |
| 30-Apr-20 9:22 AM View: | Summit Financial Group Inc. (SMMF) | 29-Apr-20 | Acquisition (other) | 879 | -- | -- | 4% 22.46K to 23.34K | |
| 18-Apr-19 12:39 PM View: | Summit Financial Group Inc. (SMMF) | 18-Apr-19 | Acquisition (other) | 583 | -- | -- | 3% 21.88K to 22.46K | |
| 24-Apr-18 4:00 PM View: | Summit Financial Group Inc. (SMMF) | 24-Apr-18 | Acquisition (other) | 1,013 | -- | -- | 5% 20.87K to 21.88K | |
| 03-Jan-18 11:11 AM View: | Summit Financial Group Inc. (SMMF) | 22-Dec-17 | Gift | 400 | -- | -- | (2%) 21.27K to 20.87K | |
| 24-Mar-17 3:37 PM View: | Summit Financial Group Inc. (SMMF) | 24-Mar-17 | Acquisition (other) | 858 | -- | -- | 4% 20.41K to 21.27K | |
| 16-Dec-16 3:18 PM View: | Summit Financial Group Inc. (SMMF) | 16-Dec-16 | Gift | 1,000 | -- | -- | (5%) 21.41K to 20.41K | |
| 27-Apr-16 2:52 PM View: | Summit Financial Group Inc. (SMMF) | 27-Apr-16 | Acquisition (other) | 2,054 | -- | -- | 11% 19.36K to 21.41K | |
| 09-Apr-15 3:18 PM View: | Summit Financial Group Inc. (SMMF) | 09-Apr-15 | Acquisition (other) | 393 | -- | -- | 2% 18.96K to 19.36K | |
| 16-Mar-15 4:36 PM View: | Summit Financial Group Inc. (SMMF) | 12-Mar-15 | Conversion | 18,181 | $5.50 | $99,995.50 | 2325% 0.78K to 18.96K | |
| 07-May-14 1:06 PM View: | Summit Financial Group Inc. (SMMF) | 06-May-14 | Acquisition (other) | 523 | -- | -- | 201% 0.26K to 0.78K | |
| 09-May-13 10:24 AM View: | Summit Financial Group Inc. (SMMF) | 09-May-13 | Acquisition (other) | 213 | -- | -- | 462% 46 to 0.26K | |
| 02-May-12 3:05 PM View: | Summit Financial Group Inc. (SMMF) | 02-May-12 | Acquisition (other) | 46 | -- | -- | (24134%) 0 to 46 |