Every SEC Form 3/4/5 on record for this filer (CIK 1952672) — 2 issuers, 11 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. | Chief Operating Officer | 2024-05-03 → 2026-02-19 | 7 | — |
| SMMF | SUMMIT FINANCIAL GROUP, INC. | EVP & Chief Risk Officer · lapsed | 2022-11-02 → 2024-05-03 | 5 | $58,860 |
| Ticker | Date | Action | Shares | Price | Value | Held after |
|---|---|---|---|---|---|---|
| SMMF | 2023-05-01 | Buy | 3,000 | $19.62 | $58,860 | 3,000 |
1 of 2 issuers are covered and open a security page; the rest are on file here only.