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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   •       •      –    2004-05-26 4 A $0.00 $0 I/I 382 8,610 -
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   •       •      –    2006-04-10 4 A $0.00 $0 I/I 390 18,144 -
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   •       •      –    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   •       •      –    2010-06-24 4 A $0.00 $0 I/I 310 22,364 0 -
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   •       •      –    2012-05-02 4 A $0.00 $0 I/I 2,113 24,972 0 -
SMMF Summit Financial Group In... President & CEO   •       •      –    2013-05-09 4 A $0.00 $0 I/I 304 25,277 0 -
SMMF Summit Financial Group In... President & CEO   •       •      –    2014-05-06 4 A $0.00 $0 I/I 709 25,986 0 -
SMMF Summit Financial Group In... President & CEO   •       •      –    2015-04-09 4 A $0.00 $0 I/I 528 26,514 0 -
SMMF Summit Financial Group In... President & CEO   •       •      –    2015-08-21 4 GD $0.00 $0 D/D 141 11,949 0 -
SMMF Summit Financial Group In... President & CEO   •       •      –    2016-04-27 4 A $0.00 $0 I/I 3,610 30,124 0 -
SMMF Summit Financial Group In... President & CEO   •       •      –    2016-12-27 4 GD $0.00 $0 D/D 100 68,479 0 -
SMMF Summit Financial Group In... President & CEO   •       •      –    2017-03-24 4 A $0.00 $0 I/I 1,591 31,715 0 -
SMMF Summit Financial Group In... President & CEO   •       •      –    2018-01-18 4 GD $0.00 $0 D/D 38,850 39,007 0 -
SMMF Summit Financial Group In... President & CEO   •       •      –    2018-01-18 4 GA $0.00 $0 I/I 38,850 38,850 0 -
SMMF Summit Financial Group In... President & CEO   •       •      –    2018-04-24 4 A $0.00 $0 I/I 1,555 33,270 0 -
SMMF Summit Financial Group In... President & CEO   •       •      –    2019-04-18 4 A $0.00 $0 I/I 975 34,245 0 -
SMMF Summit Financial Group In... President & CEO   •       •      –    2020-04-29 4 A $0.00 $0 I/I 1,431 27,114 0 -
SMMF Summit Financial Group In... President & CEO   •       •      –    2021-04-14 4 A $0.00 $0 I/I 590 27,704 0 -
SMMF Summit Financial Group In... President & CEO   •       •      –    2022-05-20 4 A $0.00 $0 I/I 2,368 30,072 0 -
SMMF Summit Financial Group In... President & CEO   •       •      –    2023-04-14 4 A $0.00 $0 I/I 1,678 31,749 0 -
SMMF Summit Financial Group In... President & CEO   •       •      –    2024-05-03 4 D $0.00 $0 I/I (72,491) 0 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