Every SEC Form 3/4/5 on record for this filer (CIK 1186825) — 2 issuers, 90 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 → 2025-09-15 | 22 | $3M |
| SMMF | SUMMIT FINANCIAL GROUP, INC. | Director · lapsed | 2015-08-11 → 2024-05-03 | 34 | $3M |
| Ticker | Date | Action | Shares | Price | Value | Held after |
|---|---|---|---|---|---|---|
| BHRB | 2025-09-15 | Buy | 1,600 | $61.70 | $98,720 | 250,159 |
| BHRB | 2025-09-15 | Buy | 100 | $61.50 | $6,150 | 248,559 |
| BHRB | 2025-02-10 | Buy | 3,000 | $64.97 | $194,910 | 248,459 |
| BHRB | 2025-02-05 | Buy | 1,104 | $64.43 | $71,131 | 245,459 |
| BHRB | 2025-01-31 | Buy | 1,000 | $64.48 | $64,480 | 244,355 |
| BHRB | 2024-12-13 | Buy | 4,890 | $69.14 | $338,095 | 243,245 |
| BHRB | 2024-12-13 | Buy | 110 | $69.65 | $7,662 | 243,355 |
| BHRB | 2024-11-18 | Buy | 1,548 | $68.50 | $106,038 | 238,355 |
| BHRB | 2024-11-18 | Buy | 1,548 | $68.50 | $106,038 | 238,355 |
1 of 2 issuers are covered and open a security page; the rest are on file here only.
