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. | 3,579 | reported | 03 May 2026 | tx 9+4,009−430 |
| SUMMIT FINANCIAL GROUP INC | 0 | reported | 03 May 2024 | tx 1−1,234 |
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 03 May 2026 | TAX_WITHHOLDING | Burke & Herbert Financial Services Corp. | 269 | 64.64 USD | |
| 28 Feb 2026 | GRANT_AWARD | Burke & Herbert Financial Services Corp. | 130 | 54.03 USD | |
| 22 Jan 2026 | GRANT_AWARD | Burke & Herbert Financial Services Corp. | 600 | 0.00 USD | |
| 22 Jan 2026 | GRANT_AWARD | Burke & Herbert Financial Services Corp. | 990 | 0.00 USD | |
| 31 Aug 2025 | GRANT_AWARD | Burke & Herbert Financial Services Corp. | 132 | 53.01 USD | |
| 03 May 2025 | TAX_WITHHOLDING | Burke & Herbert Financial Services Corp. | 161 | 57.39 USD | |
| 28 Feb 2025 | GRANT_AWARD | Burke & Herbert Financial Services Corp. | 50 | 53.01 USD | |
| 23 Jan 2025 | GRANT_AWARD | Burke & Herbert Financial Services Corp. | 1,485 | 0.00 USD | |
| 03 May 2024 | GRANT_AWARD | Burke & Herbert Financial Services Corp. | 622 | — | |
| 03 May 2024 | OTHER | SUMMIT FINANCIAL GROUP INC | 1,234 | — |