Every SEC Form 3/4/5 on record for this filer (CIK 1897254) — 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 → 2026-05-21 | 5 | −$70,401 |
| SMMF | SUMMIT FINANCIAL GROUP, INC. | Director · lapsed | 2021-12-03 → 2024-05-03 | 12 | $56,482 |
| Ticker | Date | Action | Shares | Price | Value | Held after |
|---|---|---|---|---|---|---|
| BHRB | 2026-05-20 | Sell | 1,112 | $63.31 | $70,401 | 2,000 |
| SMMF | 2023-08-29 | Buy | 1,850 | $24.81 | $45,899 | 2,207 |
| SMMF | 2022-12-15 | Sell | 201 | $26.04 | $5,234 | — |
| SMMF | 2022-12-14 | Buy | 53 | $26.48 | $1,403 | 201 |
| SMMF | 2022-09-14 | Buy | 53 | $26.48 | $1,403 | 201 |
| SMMF | 2022-09-09 | Buy | 12 | $29.02 | $348 | 148 |
1 of 2 issuers are covered and open a security page; the rest are on file here only.