Every SEC Form 3/4/5 on record for this filer (CIK 1400427) — 2 issuers, 17 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 → 2026-06-22 | 6 | — |
| SMMF | SUMMIT FINANCIAL GROUP, INC. | Director · lapsed | 2018-02-05 → 2024-05-03 | 6 | −$79,280 |
| Ticker | Date | Action | Shares | Price | Value | Held after |
|---|---|---|---|---|---|---|
| SMMF | 2024-03-19 | Buy | 896 | $25.58 | $22,920 | 31,569 |
1 of 2 issuers are covered and open a security page; the rest are on file here only.