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. | 20,320 | reported | 23 May 2025 | tx 7+25,492 |
| SUMMIT FINANCIAL GROUP INC | 0 | reported | 03 May 2024 | tx 59+73,217.19−125,478.66 |
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 23 May 2025 | GRANT_AWARD | Burke & Herbert Financial Services Corp. | 1,000 | 0.00 USD | |
| 30 Apr 2025 | PURCHASE | Burke & Herbert Financial Services Corp. | 500 | 54.45 USD | first after silence |
| 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. | 4,848 | — | |
| 03 May 2024 | GRANT_AWARD | Burke & Herbert Financial Services Corp. | 10 | — | |
| 03 May 2024 | GRANT_AWARD | Burke & Herbert Financial Services Corp. | 314 | — | |
| 03 May 2024 | GRANT_AWARD | Burke & Herbert Financial Services Corp. | 17,820 | — | |
| 03 May 2024 | EXERCISE | SUMMIT FINANCIAL GROUP INC | 7,793.94 | — | |
| 03 May 2024 | OTHER | SUMMIT FINANCIAL GROUP INC | 43,136.6 | — | |
| 03 May 2024 | OTHER | SUMMIT FINANCIAL GROUP INC | 10 | — | |
| 03 May 2024 | OTHER | SUMMIT FINANCIAL GROUP INC | 626.12 | — | |
| 03 May 2024 | OTHER | SUMMIT FINANCIAL GROUP INC | 9,614 | — | |
| 03 May 2024 | EXERCISE | SUMMIT FINANCIAL GROUP INC | 7,793.94 | — | deriv |
| 15 Feb 2023 | PURCHASE | SUMMIT FINANCIAL GROUP INC | 150 | 25.99 USD | first after silence |
| 15 Apr 2021 | PURCHASE | SUMMIT FINANCIAL GROUP INC | 10 | 10000.00 USD | anomaly |
| 28 May 2020 | PURCHASE | SUMMIT FINANCIAL GROUP INC | 150 | 18.75 USD | |
| 12 May 2020 | PURCHASE | SUMMIT FINANCIAL GROUP INC | 250 | 15.40 USD | |
| 06 Mar 2020 | PURCHASE | SUMMIT FINANCIAL GROUP INC | 1,000 | 22.20 USD | first after silence |
| 04 May 2018 | PURCHASE | SUMMIT FINANCIAL GROUP INC | 1,000 | 25.69 USD | |
| 23 Jun 2017 | PURCHASE | SUMMIT FINANCIAL GROUP INC | 1,407 | 21.69 USD | first after silence |
| 07 Feb 2017 | OTHER | SUMMIT FINANCIAL GROUP INC | 9,614 | 0.00 USD | |
| 01 Jun 2015 | EXERCISE | SUMMIT FINANCIAL GROUP INC | 1,687 | 9.75 USD | |
| 01 Jun 2015 | EXERCISE | SUMMIT FINANCIAL GROUP INC | 1,047 | 9.75 USD | |
| 01 Jun 2015 | EXERCISE | SUMMIT FINANCIAL GROUP INC | 26 | 9.75 USD | |
| 01 Jun 2015 | EXERCISE | SUMMIT FINANCIAL GROUP INC | 1,687 | 0.00 USD | deriv |
7 purchases reported after at least 12 months of silence — most recent on 30 Apr 2025.