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| SEC Filing | Company/Stock | Trade Date | Transaction | Shares | Avg. Price | Total | % Holdings | Gain/Loss |
|---|---|---|---|---|---|---|---|---|
| 03-May-24 12:10 PM View:  | Summit Financial Group Inc. (SMMF) | 03-May-24 | Disposition | 9,010 | -- | -- | (100%) 9.01K to 0 | |
| 06-May-24 9:16 AM View: | Burke & Herbert Financial S... (BHRB) | 03-May-24 | Grant | 4,547 | -- | -- | 100% 0 to 4.55K | |
| 02-Feb-23 9:27 AM View: | Summit Financial Group Inc. (SMMF) | 01-Feb-23 | Private Purchase | 404 | $25.83 | $10,435.60 | 5% 8.61K to 9.01K | |
| 21-Apr-21 2:39 PM View: | Summit Financial Group Inc. (SMMF) | 15-Apr-21 | Purchase | 10 | $10,000.00 | $100,000.00 | < 1% 8.6K to 8.61K | |
| 28-Jul-20 1:38 PM View: | Summit Financial Group Inc. (SMMF) | 27-Jul-20 | Gift | 100,293 | -- | -- | (92%) 108.89K to 8.6K | |
| 28-Jul-20 1:38 PM View: | Summit Financial Group Inc. (SMMF) | 24-Jul-20 | Gift | 157,602 | -- | -- | (59%) 266.49K to 108.89K |