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Insider Information:   Maddy H Charles III
Relationship:   President, Director
City:   Moorefield
State:   WV
   
Insider Summary:
  
   
Companies Owned :   2    
Direct Shares   20,802    

Indirect Shares

  16,965      
Direct Value   $1,111,451    

Indirect Value

  $906,440      
Total Shares   37,767      
Total Value   $2,017,891      


Burke & Herbert Financial Services Corp.
 $1,111,451 Burke & Herbert Financial Services Corp.
 $1,111,451
 


Historical Performance :
Based on 6 Month Return Percentages
Buys 
Sells 

     Total Filings :

    0   
    0    

     Stock price went up :

    0   
    0    
     Stock price went down :
    0   
    0    
   
     Gain/Loss Ratio :
   0.0   
   0.0   
     Percentage Gain/Loss :
     0.0%
   0.0%
     
   
Holdings :
     Menu Company Name Ticker Relation Direct Date Direct Shares Indirect Date Indirect Shares Total Value Sold  
            Summit Financial Group Inc SMMF President & CEO, Direc... 2024-05-03 0 2024-05-03 0    Premium*  
            Burke & Herbert Financial Servic... BHRB President, Director 2024-05-03 20,802 2024-05-03 16,965    Premium*  
* Premium Members only  

Records found :    73         Free Registration Required For Full Results.    Limit: 25

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  Page 1 of 3
Ticker Company Name Relation   Off-Dir-10% Trans. Date Form Action Price Mkt Value D/I Shares    Holdings   
Rank

 
3m +/-  
Form
SMMF Summit Financial Group In... President & CEO   •       •      –    2004-01-08 4 OE $10.42 $10,420 D/D 1,000 3,016 -
SMMF Summit Financial Group In... President & CEO   •       •      –    2004-05-26 4 A $0.00 $0 I/I 382 8,610 -
SMMF Summit Financial Group In... President & CEO   •       •      –    2004-12-08 4 OE $10.42 $20,840 D/D 2,000 5,016 -
SMMF Summit Financial Group In... President & CEO   •       •      –    2004-12-08 4 S $50.90 $101,800 D/D (2,000) 3,016 -
SMMF Summit Financial Group In... President & CEO   •       •      –    2005-04-14 4 A $0.00 $0 I/I 534 17,754 -
SMMF Summit Financial Group In... President & CEO   •       •      –    2005-06-03 4 OE $5.21 $10,420 D/D 2,000 8,032 -
SMMF Summit Financial Group In... President & CEO   •       •      –    2005-06-16 4 S $31.93 $63,860 D/D (2,000) 6,032 -
SMMF Summit Financial Group In... President & CEO   •       •      –    2006-04-10 4 A $0.00 $0 I/I 390 18,144 -
SMMF Summit Financial Group In... President & CEO   •       •      –    2006-07-27 4 B $18.25 $9,125 D/D 500 6,532 2.81 -
SMMF Summit Financial Group In... President & CEO   •       •      –    2007-04-23 4 A $0.00 $0 I/I 820 18,964 0 -
SMMF Summit Financial Group In... President & CEO   •       •      –    2007-12-05 4 OE $5.21 $8,336 I/I 1,600 3,272 0 -
SMMF Summit Financial Group In... President & CEO   •       •      –    2007-12-17 4 OE $4.63 $7,408 I/I 1,600 4,872 0 -
SMMF Summit Financial Group In... President & CEO   •       •      –    2007-12-18 4 B $14.00 $19,600 D/D 1,400 7,432 2.81 -
SMMF Summit Financial Group In... President & CEO   •       •      –    2008-04-28 4 OE $4.63 $7,408 I/I 1,600 7,872 0 -
SMMF Summit Financial Group In... President & CEO   •       •      –    2008-05-07 4 A $0.00 $0 I/I 1,803 20,767 0 -
SMMF Summit Financial Group In... President & CEO   •       •      –    2009-04-21 4 A $0.00 $0 I/I 1,287 22,054 0 -
SMMF Summit Financial Group In... President & CEO   •       •      –    2009-06-05 4 B $5.65 $5,740 I/I 1,000 9,009 2.58 -
SMMF Summit Financial Group In... President & CEO   •       •      –    2010-06-24 4 A $0.00 $0 I/I 310 22,364 0 -
SMMF Summit Financial Group In... President & CEO   •       •      –    2010-08-16 4 B $3.25 $975 D/D 300 6,333 2.73 -
SMMF Summit Financial Group In... President & CEO   •       •      –    2011-04-28 4 A $0.00 $0 I/I 496 22,860 0 -
SMMF Summit Financial Group In... President & CEO   •       •      –    2011-12-05 4 B $2.45 $2,450 I/I 1,000 10,075 2.58 -
SMMF Summit Financial Group In... President & CEO   •       •      –    2012-05-02 4 A $0.00 $0 I/I 2,113 24,972 0 -
SMMF Summit Financial Group In... President & CEO   •       •      –    2013-02-06 4 OE $4.63 $7,408 D/D 1,600 7,933 0 -
SMMF Summit Financial Group In... President & CEO   •       •      –    2013-02-06 4 S $7.10 $11,360 D/D (1,600) 6,333 0 -
SMMF Summit Financial Group In... President & CEO   •       •      –    2013-02-08 4 S $7.10 $23,075 D/D (3,250) 7,883 0 -

  73  Records found
  1  2   3      
  Page 1 of 3  
 
Free Registration Required For Full Results.    Limit: 25

 
 
  Transaction Code Key: Ownership Code Key
  B - Buy AB - Automatic Buy D - Direct Ownership
  S - Sell AS - Automatic Sell I - Indirect Ownership
OE - Options Exercised A - Aquired
  IO - Initital Ownership D - Disposed