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| SEC Filing | Company/Stock | Trade Date | Transaction | Shares | Avg. Price | Total | % Holdings | Gain/Loss |
|---|---|---|---|---|---|---|---|---|
| 03-May-24 12:13 PM View:  | Summit Financial Group Inc. (SMMF) | 03-May-24 | Disposition | 2,543 | -- | -- | (46%) 5.54K to 3.0K | |
| 03-May-24 12:13 PM View: | Summit Financial Group Inc. (SMMF) | 03-May-24 | Disposition | 3,000 | -- | -- | (100%) 3.0K to 0 | |
| 03-May-24 12:13 PM View: | Summit Financial Group Inc. (SMMF) | 03-May-24 | Acquisition (other) | 211 | -- | -- | 4% 5.33K to 5.54K | |
| 06-May-24 3:58 PM View: | Burke & Herbert Financial S... (BHRB) | 03-May-24 | Grant | 1,512 | -- | -- | 100% 0 to 1.51K | |
| 06-May-24 3:58 PM View: | Burke & Herbert Financial S... (BHRB) | 03-May-24 | Grant | 1,282 | -- | -- | 85% 1.51K to 2.79K | |
| 01-May-23 4:41 PM View: | Summit Financial Group Inc. (SMMF) | 01-May-23 | Private Purchase | 3,000 | $19.62 | $58,860.00 | 129% 2.33K to 5.33K | |
| 14-Apr-23 10:15 AM View: | Summit Financial Group Inc. (SMMF) | 14-Apr-23 | Acquisition (other) | 693 | -- | -- | 42% 1.64K to 2.33K |