Average stock performance after each discretionary buy, measured at 1, 3 and 6 months. 6 buys in history.
Holdings derived from the most recent reported transactions. Not adjusted for stock splits or share-class conversions.
| Issuer | Shares | Source | Last tx | Detail |
|---|---|---|---|---|
| SUMMIT FINANCIAL GROUP INC | 85,400.77 | reported | 03 May 2024 | tx 62+63,888.84−176,830.54 |
| Burke & Herbert Financial Services Corp. | 44,024 | reported | 23 May 2025 | tx 4+55,794 |
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 23 May 2025 | GRANT_AWARD | Burke & Herbert Financial Services Corp. | 1,000 | 0.00 USD | |
| 15 Aug 2024 | GRANT_AWARD | Burke & Herbert Financial Services Corp. | 1,000 | 0.00 USD | |
| 03 May 2024 | GRANT_AWARD | Burke & Herbert Financial Services Corp. | 11,770 | — | |
| 03 May 2024 | GRANT_AWARD | Burke & Herbert Financial Services Corp. | 42,024 | — | |
| 03 May 2024 | EXERCISE | SUMMIT FINANCIAL GROUP INC | 2,066.77 | — | |
| 03 May 2024 | OTHER | SUMMIT FINANCIAL GROUP INC | 23,344 | — | |
| 03 May 2024 | OTHER | SUMMIT FINANCIAL GROUP INC | 85,400.77 | — | |
| 03 May 2024 | EXERCISE | SUMMIT FINANCIAL GROUP INC | 2,066.77 | — | deriv |
| 02 May 2023 | PURCHASE | SUMMIT FINANCIAL GROUP INC | 242 | 18.55 USD | |
| 13 Mar 2023 | PURCHASE | SUMMIT FINANCIAL GROUP INC | 200 | 21.99 USD | |
| 09 Feb 2023 | PURCHASE | SUMMIT FINANCIAL GROUP INC | 200 | 25.80 USD | |
| 07 Feb 2023 | PURCHASE | SUMMIT FINANCIAL GROUP INC | 100 | 26.55 USD | |
| 30 Jan 2023 | PURCHASE | SUMMIT FINANCIAL GROUP INC | 700 | 25.66 USD | |
| 14 Dec 2022 | PURCHASE | SUMMIT FINANCIAL GROUP INC | 500 | 26.50 USD | first after silence |
| 13 Dec 2019 | SALE | SUMMIT FINANCIAL GROUP INC | 308 | 27.50 USD | |
| 16 Dec 2019 | SALE | SUMMIT FINANCIAL GROUP INC | 1,692 | 27.55 USD | |
| 11 Dec 2019 | SALE | SUMMIT FINANCIAL GROUP INC | 1,450 | 26.60 USD | |
| 13 Aug 2019 | GIFT | SUMMIT FINANCIAL GROUP INC | 2,000 | 0.00 USD | |
| 13 Aug 2019 | SALE | SUMMIT FINANCIAL GROUP INC | 1,000 | 26.00 USD | |
| 31 Oct 2017 | GIFT | SUMMIT FINANCIAL GROUP INC | 100 | 0.00 USD | |
| 31 Oct 2017 | SALE | SUMMIT FINANCIAL GROUP INC | 4,000 | 27.01 USD | |
| 11 May 2017 | GIFT | SUMMIT FINANCIAL GROUP INC | 760 | 0.00 USD | |
| 08 Dec 2016 | SALE | SUMMIT FINANCIAL GROUP INC | 3,274 | 28.60 USD | |
| 15 Aug 2016 | SALE | SUMMIT FINANCIAL GROUP INC | 5,000 | 20.13 USD | |
| 01 Jun 2015 | EXERCISE | SUMMIT FINANCIAL GROUP INC | 2,054 | 9.75 USD |
4 purchases reported after at least 12 months of silence — most recent on 14 Dec 2022.