Every SEC Form 3/4/5 on record for this filer (CIK 1186818) — 2 issuers, 24 transactions. Section-16 filings only: what they filed, not a biography, and titles are as filed on their latest form at each issuer.
| Ticker | Company | Role as filed | On file | Forms | Open-market net |
|---|---|---|---|---|---|
| BHRB | Burke & Herbert Financial Services Corp. | Director | 2024-05-03 → 2025-05-27 | 4 | — |
| SMMF | SUMMIT FINANCIAL GROUP, INC. | Director · lapsed | 2016-08-16 → 2024-05-03 | 17 | −$374,067 |
| Ticker | Date | Action | Shares | Price | Value | Held after |
|---|---|---|---|---|---|---|
| SMMF | 2023-05-02 | Buy | 242 | $18.55 | $4,489 | 83,334 |
| SMMF | 2023-03-13 | Buy | 200 | $21.99 | $4,398 | 83,092 |
| SMMF | 2023-02-09 | Buy | 200 | $25.80 | $5,160 | 82,892 |
1 of 2 issuers are covered and open a security page; the rest are on file here only.