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| SEC Filing | Company/Stock | Trade Date | Transaction | Shares | Avg. Price | Total | % Holdings | Gain/Loss |
|---|---|---|---|---|---|---|---|---|
| 19-Aug-24 9:13 AM View:  | Burke & Herbert Financial S... (BHRB) | 15-Aug-24 | Grant | 1,000 | -- | -- | 90% 1.11K to 2.11K | |
| 03-May-24 12:12 PM View: | Summit Financial Group Inc. (SMMF) | 03-May-24 | Disposition | 2,207 | -- | -- | (100%) 2.21K to 0 | |
| 06-May-24 9:14 AM View: | Burke & Herbert Financial S... (BHRB) | 03-May-24 | Grant | 1,112 | -- | -- | 100% 0 to 1.11K | |
| 30-Aug-23 11:05 AM View: | Summit Financial Group Inc. (SMMF) | 29-Aug-23 | Private Purchase | 1,850 | $24.81 | $45,895.20 | 518% 0.36K to 2.21K | |
| 16-Dec-22 4:12 PM View: | Summit Financial Group Inc. (SMMF) | 15-Dec-22 | Market Sale | 201 | $26.04 | $5,234.04 | (36%) 0.56K to 0.36K | (7%) |
| 14-Dec-22 2:08 PM View: | Summit Financial Group Inc. (SMMF) | 14-Sep-22 | Market Purchase | 53 | $26.48 | $1,403.44 | 10% 0.51K to 0.56K | 5% |
| 09-Sep-22 4:32 PM View: | Summit Financial Group Inc. (SMMF) | 09-Sep-22 | Market Purchase | 12 | $29.02 | $348.24 | 2% 0.49K to 0.51K | (4%) |
| 08-Aug-22 8:04 AM View: | Summit Financial Group Inc. (SMMF) | 05-Aug-22 | Market Purchase | 50 | $29.68 | $1,483.87 | 12% 0.42K to 0.47K | (6%) |
| 08-Aug-22 8:04 AM View: | Summit Financial Group Inc. (SMMF) | 05-Aug-22 | Market Purchase | 23 | $29.46 | $677.58 | 5% 0.47K to 0.49K | (5%) |
| 22-Jun-22 11:46 AM View: | Summit Financial Group Inc. (SMMF) | 22-Jun-22 | Market Purchase | 250 | $27.52 | $6,880.00 | 147% 0.17K to 0.42K | 1% |
| 21-Jun-22 2:50 PM View: | Summit Financial Group Inc. (SMMF) | 17-Jun-22 | Market Purchase | 100 | $27.39 | $2,739.00 | 143% 70 to 0.17K | 2% |
| 07-Dec-21 10:48 AM View: | Summit Financial Group Inc. (SMMF) | 03-Dec-21 | Market Purchase | 20 | $26.55 | $531.00 | 48% 42 to 62 | (< 1%) |
| 07-Dec-21 10:48 AM View: | Summit Financial Group Inc. (SMMF) | 03-Dec-21 | Market Purchase | 8 | $26.66 | $213.28 | 13% 62 to 70 | (< 1%) |
| 03-Dec-21 3:06 PM View: | Summit Financial Group Inc. (SMMF) | 23-Nov-21 | Market Purchase | 5 | $27.59 | $137.95 | 14% 37 to 42 | (4%) |