| |
| |
|
| Insider
Information: |
Upson Jill S |
| Relationship: |
Director |
| City: |
Charles Town |
| State: |
WV |
| |
|
| Insider
Summary: |
|
|
|
|
Companies Owned : |
2 |
|
| Direct
Shares |
2,112 |
|
|
Indirect Shares
|
0 |
|
|
| Direct
Value |
$137,090 |
|
|
|
Indirect Value
|
$0 |
|
|
| Total
Shares |
2,112 |
|
|
| Total
Value |
$137,090 |
|
|
|
|
|
|
|
|
Historical
Performance :
Based on 6 Month Return Percentages |
Buys
|
Sells
|
|
Total
Filings :
|
0
|
0
|
|
Stock
price went up :
|
|
|
| Stock
price went down : |
|
|
| |
|
|
|
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 |
Director |
2024-05-03 |
0 |
2022-12-15 |
0 |
Premium* |
|
|
Burke & Herbert Financial Servic... |
BHRB |
Director |
2024-08-15 |
2,112 |
2024-05-03 |
0 |
Premium* |
|
|
|
|
|
|
|
|
|
|
|
Records found :
16 |
Free Registration Required For Full Results. Limit: 25
|
 |
Download |
Page 1 of 1
|
| 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... |
Director |
– • – |
2021-11-23 |
4 |
B |
$27.59 |
$138 |
I/I |
5 |
5 |
2.02 |
- |
|
| SMMF |
Summit Financial Group In... |
Director |
– • – |
2021-12-03 |
4 |
B |
$26.55 |
$531 |
D/D |
20 |
57 |
2.31 |
- |
|
| SMMF |
Summit Financial Group In... |
Director |
– • – |
2021-12-03 |
4 |
B |
$26.66 |
$213 |
I/I |
8 |
13 |
2.02 |
- |
|
| SMMF |
Summit Financial Group In... |
Director |
– • – |
2022-06-17 |
4 |
B |
$27.39 |
$2,739 |
I/I |
100 |
113 |
2.1 |
- |
|
| SMMF |
Summit Financial Group In... |
Director |
– • – |
2022-06-22 |
4 |
B |
$27.52 |
$6,880 |
D/D |
250 |
307 |
2.39 |
- |
|
| SMMF |
Summit Financial Group In... |
Director |
– • – |
2022-08-05 |
4 |
B |
$29.68 |
$1,484 |
D/D |
50 |
357 |
2.31 |
% |
|
| SMMF |
Summit Financial Group In... |
Director |
– • – |
2022-08-05 |
4 |
B |
$29.46 |
$678 |
I/I |
23 |
136 |
2.02 |
% |
|
| SMMF |
Summit Financial Group In... |
Director |
– • – |
2022-09-09 |
4 |
B |
$29.02 |
$348 |
I/I |
12 |
148 |
2.02 |
% |
|
| SMMF |
Summit Financial Group In... |
Director |
– • – |
2022-09-14 |
4 |
B |
$26.48 |
$1,403 |
I/I |
53 |
201 |
2.02 |
% |
|
| SMMF |
Summit Financial Group In... |
Director |
– • – |
2022-12-14 |
4/A |
B |
$26.48 |
$1,403 |
I/I |
53 |
201 |
2.02 |
- |
|
| SMMF |
Summit Financial Group In... |
Director |
– • – |
2022-12-15 |
4 |
S |
$26.04 |
$5,234 |
I/I |
(201) |
0 |
0 |
% |
|
| SMMF |
Summit Financial Group In... |
Director |
• • – |
2023-08-29 |
4 |
B |
$24.81 |
$45,895 |
D/D |
1,850 |
2,207 |
2.39 |
% |
|
| SMMF |
Summit Financial Group In... |
Director |
• • – |
2024-05-03 |
4 |
D |
$0.00 |
$0 |
D/D |
(2,207) |
0 |
0 |
- |
|
| BHRB |
Burke & Herbert Financial... |
Director |
– • – |
2024-05-03 |
4 |
A |
$0.00 |
$0 |
D/D |
1,112 |
1,112 |
0 |
- |
|
| BHRB |
Burke & Herbert Financial... |
Director |
– • – |
2024-08-15 |
4 |
A |
$0.00 |
$0 |
D/D |
1,000 |
2,112 |
0 |
- |
|
| SMMF |
Summit Financial Group In... |
Director |
– • – |
2021-11-18 |
3 |
IO |
$0.00 |
$0 |
D/D |
0 |
37 |
|
- |
|
16 Records found
|
1
|
Page 1 of 1 |
| |
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 |
| |
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