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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 | -- | -- | 9% 11.49K to 12.49K | |
| 03-May-24 12:13 PM View: | Summit Financial Group Inc. (SMMF) | 03-May-24 | Disposition Duplicate | 50 | -- | -- | (< 1%) 22.73K to 22.68K | |
| 03-May-24 12:13 PM View: | Summit Financial Group Inc. (SMMF) | 03-May-24 | Disposition | 22,685 | -- | -- | (100%) 22.68K to 0 | |
| 06-May-24 9:15 AM View: | Burke & Herbert Financial S... (BHRB) | 03-May-24 | Grant | 11,439 | -- | -- | 100% 0 to 11.44K | |
| 06-May-24 9:15 AM View: | Burke & Herbert Financial S... (BHRB) | 03-May-24 | Grant | 50 | -- | -- | < 1% 11.44K to 11.49K | |
| 14-Mar-23 1:39 PM View: | Summit Financial Group Inc. (SMMF) | 13-Mar-23 | Private Purchase | 9,150 | $21.75 | $199,008.00 | 67% 13.59K to 22.73K | |
| 13-Mar-23 10:41 AM View: | Summit Financial Group Inc. (SMMF) | 10-Mar-23 | Private Purchase | 5,289 | $22.85 | $120,854.00 | 64% 8.3K to 13.59K | |
| 27-May-21 4:22 PM View: | Summit Financial Group Inc. (SMMF) | 27-May-21 | Market Purchase | 2,070 | $24.15 | $49,999.80 | 33% 6.23K to 8.3K | (3%) |
| 05-May-21 7:46 AM View: | Summit Financial Group Inc. (SMMF) | 30-Apr-21 | Purchase | 50 | $10,000.00 | $500,000.00 | < 1% 6.18K to 6.23K | |
| 21-Jun-19 1:04 PM View: | Summit Financial Group Inc. (SMMF) | 21-Jun-19 | Market Purchase | 4,088 | $25.00 | $102,200.00 | 196% 2.09K to 6.18K | (10%) |