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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   $1,052,581    

Indirect Value

  $858,429      
Total Shares   37,767      
Total Value   $1,911,010      


Burke & Herbert Financial Services Corp.
 $1,052,581 Burke & Herbert Financial Services Corp.
 $1,052,581
 


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 :    25         Free Registration Required For Full Results.    Limit: 25

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  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
BHRB Burke & Herbert Financial... President   •       •      –    2024-05-03 4 A $0.00 $0 I/I 36,557 16,965 0 -
BHRB Burke & Herbert Financial... President   •       •      –    2024-05-03 4 A $0.00 $0 D/D 20,802 20,802 0 -
SMMF Summit Financial Group In... President & CEO   •       •      –    2024-05-03 4 D $0.00 $0 I/I (72,491) 0 0 -
SMMF Summit Financial Group In... President & CEO   •       •      –    2024-05-03 4 D $0.00 $0 D/D (41,250) 0 0 -
SMMF Summit Financial Group In... President & CEO   •       •      –    2024-05-03 4 A $0.00 $0 I/I 1,891 33,641 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   •       •      –    2022-05-20 4 A $0.00 $0 I/I 2,368 30,072 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   •       •      –    2020-04-29 4 A $0.00 $0 I/I 1,431 27,114 0 -
SMMF Summit Financial Group In... President & CEO   •       •      –    2019-07-29 4 S $27.10 $232,032 D/D (8,561) 41,412 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   •       •      –    2018-12-10 4 OE $17.79 $42,696 D/D 2,400 41,409 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   •       •      –    2018-01-18 4 GA $0.00 $0 I/I 38,850 38,850 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   •       •      –    2017-12-15 4 S $27.28 $51,826 D/D (1,900) 77,856 0 -
SMMF Summit Financial Group In... President & CEO   •       •      –    2017-12-06 4 D $27.14 $167,427 D/D (6,169) 79,756 0 -
SMMF Summit Financial Group In... President & CEO   •       •      –    2017-12-06 4 OE $12.01 $167,419 D/D 13,940 85,925 0 -
SMMF Summit Financial Group In... President & CEO   •       •      –    2017-11-29 4 S $27.25 $94,639 D/D (3,473) 71,985 0 -
SMMF Summit Financial Group In... President & CEO   •       •      –    2017-11-28 4 S $27.25 $8,911 D/D (327) 75,458 0 -
SMMF Summit Financial Group In... President & CEO   •       •      –    2017-11-01 4 OE $9.49 $55,982 D/D 3,800 75,785 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   •       •      –    2016-12-27 4 GD $0.00 $0 D/D 100 68,479 0 -
SMMF Summit Financial Group In... President & CEO   •       •      –    2016-12-09 4 S $29.10 $29,100 I/I (1,000) 54,929 0 -
SMMF Summit Financial Group In... President & CEO   •       •      –    2016-12-09 4 S $29.10 $69,840 D/D (2,400) 17,153 0 -

  25  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