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Insider Information:   Upson Jill S
Relationship:   Director
City:   Charles Town
State:   WV
   
Insider Summary:
  
   
Companies Owned :   2    
Direct Shares   1,112    

Indirect Shares

  0      
Direct Value   $56,267    

Indirect Value

  $0      
Total Shares   1,112      
Total Value   $56,267      


Burke & Herbert Financial Services Corp.
 $56,267 Burke & Herbert Financial Services Corp.
 $56,267
 


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 2024-05-03 1,112 2024-05-03 0    Premium*  
* Premium Members only  

Records found :    15         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... Director   –       •      –    2024-05-03 4 A $0.00 $0 D/D 1,112 1,112 0 -
SMMF Summit Financial Group In... Director   •       •      –    2024-05-03 4 D $0.00 $0 D/D (2,207) 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   –       •      –    2022-12-15 4 S $26.04 $5,234 I/I (201) 0 0 %
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   –       •      –    2022-09-14 4 B $26.48 $1,403 I/I 53 201 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   –       •      –    2022-08-05 4 B $29.46 $678 I/I 23 136 2.02 %
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   –       •      –    2022-06-22 4 B $27.52 $6,880 D/D 250 307 2.39 %
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   –       •      –    2021-12-03 4 B $26.66 $213 I/I 8 13 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   –       •      –    2021-11-23 4 B $27.59 $138 I/I 5 5 2.02 %
SMMF Summit Financial Group In... Director   –       •      –    2021-11-18 3 IO $0.00 $0 D/D 0 37 %

  15  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