Holdings derived from the most recent reported transactions. Not adjusted for stock splits or share-class conversions.
| Issuer | Shares | Source | Last tx | Detail |
|---|---|---|---|---|
| Burke & Herbert Financial Services Corp. | 3,851 | reported | 03 May 2026 | tx 11+19,970−324 |
| SUMMIT FINANCIAL GROUP INC | 0 | reported | 03 May 2024 | tx 11+13,588.75−34,332.1 |
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 03 May 2026 | TAX_WITHHOLDING | Burke & Herbert Financial Services Corp. | 202 | 64.64 USD | |
| 22 Jan 2026 | GRANT_AWARD | Burke & Herbert Financial Services Corp. | 900 | 0.00 USD | |
| 22 Jan 2026 | GRANT_AWARD | Burke & Herbert Financial Services Corp. | 704 | 0.00 USD | |
| 03 May 2025 | TAX_WITHHOLDING | Burke & Herbert Financial Services Corp. | 122 | 57.39 USD | |
| 23 Jan 2025 | GRANT_AWARD | Burke & Herbert Financial Services Corp. | 1,056 | 0.00 USD | |
| 03 May 2024 | GRANT_AWARD | Burke & Herbert Financial Services Corp. | 1,515 | — | |
| 03 May 2024 | GRANT_AWARD | Burke & Herbert Financial Services Corp. | 6,124 | — | |
| 03 May 2024 | GRANT_AWARD | Burke & Herbert Financial Services Corp. | 1,278 | 51.58 USD | deriv |
| 03 May 2024 | GRANT_AWARD | Burke & Herbert Financial Services Corp. | 2,738 | 47.47 USD | deriv |
| 03 May 2024 | GRANT_AWARD | Burke & Herbert Financial Services Corp. | 2,836 | 43.33 USD | deriv |
| 03 May 2024 | GRANT_AWARD | Burke & Herbert Financial Services Corp. | 2,819 | 52.29 USD | deriv |
| 03 May 2024 | OTHER | SUMMIT FINANCIAL GROUP INC | 12,145.1 | — | |
| 03 May 2024 | OTHER | SUMMIT FINANCIAL GROUP INC | 3,005 | — | |
| 03 May 2024 | OTHER | SUMMIT FINANCIAL GROUP INC | 699.36 | 0.00 USD | |
| 03 May 2024 | OTHER | SUMMIT FINANCIAL GROUP INC | 5,625 | — | deriv |
| 03 May 2024 | OTHER | SUMMIT FINANCIAL GROUP INC | 2,536 | — | deriv |
| 03 May 2024 | OTHER | SUMMIT FINANCIAL GROUP INC | 5,430 | — | deriv |
| 03 May 2024 | OTHER | SUMMIT FINANCIAL GROUP INC | 5,591 | — | deriv |
| 14 Apr 2023 | OTHER | SUMMIT FINANCIAL GROUP INC | 742.04 | 0.00 USD | |
| 09 Feb 2023 | GRANT_AWARD | SUMMIT FINANCIAL GROUP INC | 5,591 | 26.37 USD | deriv |
| 20 May 2022 | OTHER | SUMMIT FINANCIAL GROUP INC | 931.35 | 0.00 USD | |
| 15 Jul 2021 | GRANT_AWARD | SUMMIT FINANCIAL GROUP INC | 5,625 | 21.85 USD | deriv |