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| SEC Filing | Company/Stock | Trade Date | Transaction | Shares | Avg. Price | Total | % Holdings | Gain/Loss |
|---|---|---|---|---|---|---|---|---|
| 03-May-24 12:16 PM View:  | Summit Financial Group Inc. (SMMF) | 03-May-24 | Disposition | 12,145 | -- | -- | (80%) 15.15K to 3.0K | |
| 03-May-24 12:16 PM View: | Summit Financial Group Inc. (SMMF) | 03-May-24 | Disposition | 3,005 | -- | -- | (100%) 3.0K to 0 | |
| 03-May-24 12:16 PM View: | Summit Financial Group Inc. (SMMF) | 03-May-24 | Acquisition (other) | 699 | -- | -- | 5% 14.45K to 15.15K | |
| 06-May-24 4:42 PM View: | Burke & Herbert Financial S... (BHRB) | 03-May-24 | Grant | 1,515 | -- | -- | 100% 0 to 1.51K | |
| 06-May-24 4:42 PM View: | Burke & Herbert Financial S... (BHRB) | 03-May-24 | Grant | 6,124 | -- | -- | 404% 1.51K to 7.64K | |
| 14-Apr-23 10:33 AM View: | Summit Financial Group Inc. (SMMF) | 14-Apr-23 | Acquisition (other) | 742 | -- | -- | 5% 13.71K to 14.45K | |
| 23-May-22 3:42 PM View: | Summit Financial Group Inc. (SMMF) | 20-May-22 | Acquisition (other) | 931 | -- | -- | 8% 11.81K to 12.75K |