Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Burke & Herbert Financial Services Corp.BHRB · Entity 4722 | EVP, Balance Sheet Strategy | July 30, 2026 | August 03, 2026 |
Disclosed balances
About these balances
Latest available filing per company, not a reconstructed current portfolio. Matching sequences show the last reported balance with all source rows expandable; grouping alone does not establish account ownership. Do not add unresolved positions together. Filings may omit unchanged positions, and amendments may correct only part of an older disclosure. Jointly reported shares are not necessarily this owner's personal holdings.
Burke & Herbert Financial Services Corp.
Report date July 30, 2026 · Filed August 03, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 58,064 |
Ending reported balance
After 2026-07-30 transaction · row 3
3 source rows · reconciled sequenceRow 1 · 2026-07-30 · Exercise / conversion · Acquired 8,684 · Balance 62,542 Row 2 · 2026-07-30 · Exercise / conversion · Acquired 8,436 · Balance 70,978 Row 3 · 2026-07-30 · Tax withholding · Disposed 12,914 · Balance 58,064 |
| Stock Settled Appreciation RightsSEC Table II · derivative / convertible security · Conversion / exercise price $43.33 · Expires 2031-07-15 | Direct | 0 |
Reported balance
After 2026-07-30 transaction · row 5
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 5 · 2026-07-30 · Exercise / conversion · Disposed 8,684 · Balance 0 |
| Stock Settled Appreciation RightsSEC Table II · derivative / convertible security · Conversion / exercise price $52.29 · Expires 2033-02-09 | Direct | 0 |
Reported balance
After 2026-07-30 transaction · row 6
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 6 · 2026-07-30 · Exercise / conversion · Disposed 8,436 · Balance 0 |
| Common StockSEC Table I · non-derivative | IndirectBy Spouse | 373 |
Reported balance
Holding disclosure · report date 2026-07-30 · row 4
Holding and transaction disclosures are not merged.
1 source rowRow 4 · Balance 373 |
Past disclosures · reporting ended (1)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
SUMMIT FINANCIAL GROUP, INC.
Report date May 03, 2024 · Filed May 03, 2024
Section 16 reporting ended · disclosed 2024-05-03. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | IndirectBy ESOP | 19,562.5245 |
Reported balance
After 2024-05-03 transaction · row 1
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 1 · 2024-05-03 · Other · Acquired 1,152.0545 · Balance 19,562.5245 F2: The information reported herein is based on a plan statement dated 12/31/2022 received in April 2023 F3: Between January 1, 2022 and December 31, 2022, acquired 1,152.0545 shares of Summit Common Stock under the Summit Financial Group, Inc. Employee Stock Ownership Plan. |
| Common StockSEC Table I · non-derivative | IndirectBy ESOP | 0 |
Reported balance
After 2024-05-03 transaction · row 2
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 2 · 2024-05-03 · Disposition to issuer · Disposed 19,562.5245 · Balance 0 F4: Disposed of in accordance with the Agreement and Plan of Reorganization, dated as of August 24, 2023 the ("Merger Agreement"), by and between Summit Financial Group, Inc. ("Summit") and Burke & Herbert Financial Services Corp. ("Burke & Herbert") pursuant to which Summit was merged with and into Burke & Herbert effective May 3, 2024 ("the Merger"). At the effective time of the Merger, each issued and outstanding share of Summit common stock was converted into the right to receive 0.5043 shares of Burke &Herbert common stock (subject to the payment of cash in lieu of fractional shares) (the "Merger Consideration"). As a result of the Merger, the Reporting Person no longer beneficially owns, directly or indirectly, any shares of Summit common stock. |
| Common StockSEC Table I · non-derivative | Direct | 0 |
Reported balance
After 2024-05-03 transaction · row 3
1 source rowRow 3 · 2024-05-03 · Disposition to issuer · Disposed 59,997 · Balance 0 F4: Disposed of in accordance with the Agreement and Plan of Reorganization, dated as of August 24, 2023 the ("Merger Agreement"), by and between Summit Financial Group, Inc. ("Summit") and Burke & Herbert Financial Services Corp. ("Burke & Herbert") pursuant to which Summit was merged with and into Burke & Herbert effective May 3, 2024 ("the Merger"). At the effective time of the Merger, each issued and outstanding share of Summit common stock was converted into the right to receive 0.5043 shares of Burke &Herbert common stock (subject to the payment of cash in lieu of fractional shares) (the "Merger Consideration"). As a result of the Merger, the Reporting Person no longer beneficially owns, directly or indirectly, any shares of Summit common stock. |
| Common StockSEC Table I · non-derivative | IndirectBy Spouse | 0 |
Reported balance
After 2024-05-03 transaction · row 4
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 4 · 2024-05-03 · Disposition to issuer · Disposed 740 · Balance 0 F4: Disposed of in accordance with the Agreement and Plan of Reorganization, dated as of August 24, 2023 the ("Merger Agreement"), by and between Summit Financial Group, Inc. ("Summit") and Burke & Herbert Financial Services Corp. ("Burke & Herbert") pursuant to which Summit was merged with and into Burke & Herbert effective May 3, 2024 ("the Merger"). At the effective time of the Merger, each issued and outstanding share of Summit common stock was converted into the right to receive 0.5043 shares of Burke &Herbert common stock (subject to the payment of cash in lieu of fractional shares) (the "Merger Consideration"). As a result of the Merger, the Reporting Person no longer beneficially owns, directly or indirectly, any shares of Summit common stock. |
| Stock-Settled Stock Appreciation RightsSEC Table II · derivative / convertible security · Conversion / exercise price $12.01 · Expires 2025-04-23 | Direct | 0 |
Reported balance
After 2024-05-03 transaction · row 5
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 5 · 2024-05-03 · Disposition to issuer · Disposed 10,768.2 · Balance 0 F5: Pursuant to the Merger Agreement, at the effective time of the Merger, each stock appreciation right was converted into a stock appreciation right of Burke & Herbert (each a "Burke & Herbert Replacement SAR"), with adjustments to the number of shares of Burke & Herbert common stock underlying each Burke & Herbert Replacement SAR and the base price of continuing corporation common stock for each Burke & Herbert Replacement SAR adjusted based on the exchange ratio of 0.5043. F1: SAR vests in 5 equal annual installments with the beginning date indicated. |
| Stock-Settled Stock Appreciation RightsSEC Table II · derivative / convertible security · Conversion / exercise price $26.01 · Expires 2027-02-09 | Direct | 0 |
Reported balance
After 2024-05-03 transaction · row 6
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 6 · 2024-05-03 · Disposition to issuer · Disposed 8,151 · Balance 0 F5: Pursuant to the Merger Agreement, at the effective time of the Merger, each stock appreciation right was converted into a stock appreciation right of Burke & Herbert (each a "Burke & Herbert Replacement SAR"), with adjustments to the number of shares of Burke & Herbert common stock underlying each Burke & Herbert Replacement SAR and the base price of continuing corporation common stock for each Burke & Herbert Replacement SAR adjusted based on the exchange ratio of 0.5043. F1: SAR vests in 5 equal annual installments with the beginning date indicated. |
| Stock-Settled Stock Appreciation RightsSEC Table II · derivative / convertible security · Conversion / exercise price $23.94 · Expires 2029-02-07 | Direct | 0 |
Reported balance
After 2024-05-03 transaction · row 7
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 7 · 2024-05-03 · Disposition to issuer · Disposed 17,052 · Balance 0 F5: Pursuant to the Merger Agreement, at the effective time of the Merger, each stock appreciation right was converted into a stock appreciation right of Burke & Herbert (each a "Burke & Herbert Replacement SAR"), with adjustments to the number of shares of Burke & Herbert common stock underlying each Burke & Herbert Replacement SAR and the base price of continuing corporation common stock for each Burke & Herbert Replacement SAR adjusted based on the exchange ratio of 0.5043. F1: SAR vests in 5 equal annual installments with the beginning date indicated. |
| Stock-Settled Stock Appreciation RightsSEC Table II · derivative / convertible security · Conversion / exercise price $21.85 · Expires 2031-07-15 | Direct | 0 |
Reported balance
After 2024-05-03 transaction · row 8
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 8 · 2024-05-03 · Disposition to issuer · Disposed 17,221 · Balance 0 F5: Pursuant to the Merger Agreement, at the effective time of the Merger, each stock appreciation right was converted into a stock appreciation right of Burke & Herbert (each a "Burke & Herbert Replacement SAR"), with adjustments to the number of shares of Burke & Herbert common stock underlying each Burke & Herbert Replacement SAR and the base price of continuing corporation common stock for each Burke & Herbert Replacement SAR adjusted based on the exchange ratio of 0.5043. F1: SAR vests in 5 equal annual installments with the beginning date indicated. |
| Stock-Settled Stock Appreciation RightsSEC Table II · derivative / convertible security · Conversion / exercise price $26.37 · Expires 2033-02-09 | Direct | 0 |
Reported balance
After 2024-05-03 transaction · row 9
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 9 · 2024-05-03 · Disposition to issuer · Disposed 16,730 · Balance 0 F5: Pursuant to the Merger Agreement, at the effective time of the Merger, each stock appreciation right was converted into a stock appreciation right of Burke & Herbert (each a "Burke & Herbert Replacement SAR"), with adjustments to the number of shares of Burke & Herbert common stock underlying each Burke & Herbert Replacement SAR and the base price of continuing corporation common stock for each Burke & Herbert Replacement SAR adjusted based on the exchange ratio of 0.5043. F1: SAR vests in 5 equal annual installments with the beginning date indicated. |
Filing footnotes · ownership attribution and instrument terms
F1: SAR vests in 5 equal annual installments with the beginning date indicated.
F2: The information reported herein is based on a plan statement dated 12/31/2022 received in April 2023
F3: Between January 1, 2022 and December 31, 2022, acquired 1,152.0545 shares of Summit Common Stock under the Summit Financial Group, Inc. Employee Stock Ownership Plan.
F4: Disposed of in accordance with the Agreement and Plan of Reorganization, dated as of August 24, 2023 the ("Merger Agreement"), by and between Summit Financial Group, Inc. ("Summit") and Burke & Herbert Financial Services Corp. ("Burke & Herbert") pursuant to which Summit was merged with and into Burke & Herbert effective May 3, 2024 ("the Merger"). At the effective time of the Merger, each issued and outstanding share of Summit common stock was converted into the right to receive 0.5043 shares of Burke &Herbert common stock (subject to the payment of cash in lieu of fractional shares) (the "Merger Consideration"). As a result of the Merger, the Reporting Person no longer beneficially owns, directly or indirectly, any shares of Summit common stock.
F5: Pursuant to the Merger Agreement, at the effective time of the Merger, each stock appreciation right was converted into a stock appreciation right of Burke & Herbert (each a "Burke & Herbert Replacement SAR"), with adjustments to the number of shares of Burke & Herbert common stock underlying each Burke & Herbert Replacement SAR and the base price of continuing corporation common stock for each Burke & Herbert Replacement SAR adjusted based on the exchange ratio of 0.5043.
Transaction history
JSON APIPurchases/sales include open-market and private transactions. Plan disclosure applies to the filing; individual rows may differ. “Not disclosed” is not “unplanned.”
The cutoff filters transaction history only. Company summaries and owner relationships show the latest available disclosures. Parser corrections can improve historical records.
| Transaction date | Company | Activity / security | Shares / units | Reported price | Reported value | Details |
|---|---|---|---|---|---|---|
| December 11, 2019 Filed Dec 12, 2019 15:47 UTC | SUMMIT FINANCIAL GROUP, INC. SMMF · Entity 91541 | SaleCommon Stock | 2,700 | $26.46 | $71,452.80 |
DisclosureSEC source: 0001567619-19-022974 · doc1.xml · nonDerivative · entry 2 TISSUE ROBERT S · CIK 0001186836 · Senior VP & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 65,786 F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $26.45 to $26.51, inclusive. The reporting person undertakes to provide to Summit Financial Group, Inc., any security holder of Summit Financial Group, Inc. or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the ranges set forth above. Read SEC document |
| December 10, 2019 Filed Dec 12, 2019 15:47 UTC | SUMMIT FINANCIAL GROUP, INC. SMMF · Entity 91541 | SaleCommon Stock | 1,281 | $26.48 | $33,917.04 |
DisclosureSEC source: 0001567619-19-022974 · doc1.xml · nonDerivative · entry 1 TISSUE ROBERT S · CIK 0001186836 · Senior VP & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 68,488 F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $26.45 to $26.51, inclusive. The reporting person undertakes to provide to Summit Financial Group, Inc., any security holder of Summit Financial Group, Inc. or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the ranges set forth above. Read SEC document |
| December 06, 2019 Filed Dec 9, 2019 17:03 UTC | SUMMIT FINANCIAL GROUP, INC. SMMF · Entity 91541 | SaleCommon Stock | 2,009 | $26.56 | $53,359.04 |
DisclosureSEC source: 0001567619-19-022784 · doc1.xml · nonDerivative · entry 3 TISSUE ROBERT S · CIK 0001186836 · Senior VP & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 69,769 Read SEC document |
| December 06, 2019 Filed Dec 9, 2019 17:03 UTC | SUMMIT FINANCIAL GROUP, INC. SMMF · Entity 91541 | SaleCommon Stock | 1,400 | $26.46 | $37,044.00 |
DisclosureSEC source: 0001567619-19-022784 · doc1.xml · nonDerivative · entry 2 TISSUE ROBERT S · CIK 0001186836 · Senior VP & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 71,776 Read SEC document |
| December 06, 2019 Filed Dec 12, 2019 15:55 UTC Amendment | SUMMIT FINANCIAL GROUP, INC. SMMF · Entity 91541 | SaleCommon Stock | 2,009 | $26.56 | $53,359.04 |
DisclosureSEC source: 0001567619-19-022976 · doc1.xml · nonDerivative · entry 1 TISSUE ROBERT S · CIK 0001186836 · Senior VP & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 69,767 Read SEC document |
| October 11, 2019 Filed Dec 9, 2019 17:03 UTC | SUMMIT FINANCIAL GROUP, INC. SMMF · Entity 91541 | GiftCommon Stock | 700 | $0.00 | $0.00 |
DisclosureSEC source: 0001567619-19-022784 · doc1.xml · nonDerivative · entry 1 TISSUE ROBERT S · CIK 0001186836 · Senior VP & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 73,176 Read SEC document |
| April 18, 2019 Filed Apr 18, 2019 12:46 UTC | SUMMIT FINANCIAL GROUP, INC. SMMF · Entity 91541 | OtherCommon Stock | 700.4273 | $0.00 | $0.00 |
DisclosureSEC source: 0001567619-19-008932 · doc1.xml · nonDerivative · entry 3 TISSUE ROBERT S · CIK 0001186836 · Senior VP & CFO 10b5-1 filing: Not disclosed Ownership: Indirect · By ESOP Disclosed balance after: 13,728.057 F3 · date: The information reported herein is based on a plan statement dated 12/31/2018 received in April 2019. F4 · kind: Between January 1, 2018 and December 31, 2018, acquired 700.4273 shares of Summit Common Stock under the Summit Financial Group, Inc. Employee Stock Ownership Plan. Read SEC document |
| February 07, 2019 Filed Feb 15, 2019 10:16 UTC | SUMMIT FINANCIAL GROUP, INC. SMMF · Entity 91541 | GrantStock-Settled Stock Appreciation Rights · Derivative | 17,052 | $23.94 Strike: $23.94 | $408,224.88 |
DisclosureSEC source: 0001567619-19-004580 · doc1.xml · derivative · entry 7 TISSUE ROBERT S · CIK 0001186836 · Senior VP & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,052 Underlying: Common Stock · 17,052 shares Expires 2029-02-07 F1 · derivative.exercise_date: Option and/or SAR vests in 5 equal annual installments with the beginning date indicated. Read SEC document |
| September 07, 2018 Filed Sep 10, 2018 10:06 UTC | SUMMIT FINANCIAL GROUP, INC. SMMF · Entity 91541 | Exercise / conversionEmployee Stock Optin (Right to Buy) · Derivative | 1,400 | $17.79 Strike: $17.79 | $24,906.00 |
DisclosureSEC source: 0001567619-18-002341 · doc1.xml · derivative · entry 4 TISSUE ROBERT S · CIK 0001186836 · Senior VP & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 1,400 shares Expires 2018-12-12 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F2 · derivative.expiration_date: Option expires in 5 equal annual installments with the final dated indicated. Read SEC document |
| September 07, 2018 Filed Sep 10, 2018 10:06 UTC | SUMMIT FINANCIAL GROUP, INC. SMMF · Entity 91541 | Exercise / conversionCommon Stock | 1,400 | $17.79 | $24,906.00 |
DisclosureSEC source: 0001567619-18-002341 · doc1.xml · nonDerivative · entry 1 TISSUE ROBERT S · CIK 0001186836 · Senior VP & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 73,876 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| April 24, 2018 Filed Apr 24, 2018 16:34 UTC | SUMMIT FINANCIAL GROUP, INC. SMMF · Entity 91541 | OtherCommon Stock | 1,163.5441 | $0.00 | $0.00 |
DisclosureSEC source: 0001140361-18-019396 · doc1.xml · nonDerivative · entry 3 TISSUE ROBERT S · CIK 0001186836 · Senior VP & CFO 10b5-1 filing: Not disclosed Ownership: Indirect · By ESOP Disclosed balance after: 13,027.6298 F3 · date: The information reported herein is based on a plan statement dated 12/31/2017 received in April 2018. F4 · kind: Between January 1, 2017 and December 31, 2017, acquired 1,163.5441 shares of Summit Common Stock under the Summit Financial Group, Inc. Employee Stock Ownership Plan. Read SEC document |
| December 27, 2017 Filed Dec 27, 2017 15:38 UTC | SUMMIT FINANCIAL GROUP, INC. SMMF · Entity 91541 | GiftCommon Stock | 565 | $0.00 | $0.00 |
DisclosureSEC source: 0001140361-17-047474 · doc1.xml · nonDerivative · entry 1 TISSUE ROBERT S · CIK 0001186836 · Senior VP & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 72,476 Read SEC document |
| December 06, 2017 Filed Dec 8, 2017 16:59 UTC | SUMMIT FINANCIAL GROUP, INC. SMMF · Entity 91541 | Exercise / conversionStock-Settled Stock Appreciation Rights · Derivative | 7,178 | $12.01 Strike: $12.01 | $86,207.78 |
DisclosureSEC source: 0001140361-17-045506 · doc1.xml · derivative · entry 7 TISSUE ROBERT S · CIK 0001186836 · Senior VP & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,769 Underlying: Common Stock · 7,178 shares Expires 2025-04-23 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_date: Option and/or SAR vests in 5 equal annual installments with the beginning date indicated. Read SEC document |
| December 06, 2017 Filed Dec 8, 2017 16:59 UTC | SUMMIT FINANCIAL GROUP, INC. SMMF · Entity 91541 | Disposition to issuerCommon Stock | 3,177 | $27.14 | $86,223.78 |
DisclosureSEC source: 0001140361-17-045506 · doc1.xml · nonDerivative · entry 2 TISSUE ROBERT S · CIK 0001186836 · Senior VP & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 73,041 Read SEC document |
| December 06, 2017 Filed Dec 8, 2017 16:59 UTC | SUMMIT FINANCIAL GROUP, INC. SMMF · Entity 91541 | Exercise / conversionCommon Stock | 7,178 | $12.01 | $86,207.78 |
DisclosureSEC source: 0001140361-17-045506 · doc1.xml · nonDerivative · entry 1 TISSUE ROBERT S · CIK 0001186836 · Senior VP & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 76,218 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| November 02, 2017 Filed Nov 6, 2017 15:28 UTC | SUMMIT FINANCIAL GROUP, INC. SMMF · Entity 91541 | Exercise / conversionEmployee Stock Option (Right to Buy) · Derivative | 1,600 | $25.93 Strike: $25.93 | $41,488.00 |
DisclosureSEC source: 0001140361-17-041131 · doc1.xml · derivative · entry 9 TISSUE ROBERT S · CIK 0001186836 · Senior VP & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,200 Underlying: Common Stock · 4,800 shares Expires 2019-12-07 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F2 · derivative.expiration_date: Option expires in 5 equal annual installments with the final dated indicated. Read SEC document |
| November 02, 2017 Filed Nov 6, 2017 15:28 UTC | SUMMIT FINANCIAL GROUP, INC. SMMF · Entity 91541 | Exercise / conversionEmployee Stock Optin (Right to Buy) · Derivative | 1,400 | $17.79 Strike: $17.79 | $24,906.00 |
DisclosureSEC source: 0001140361-17-041131 · doc1.xml · derivative · entry 8 TISSUE ROBERT S · CIK 0001186836 · Senior VP & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,400 Underlying: Common Stock · 2,800 shares Expires 2018-12-12 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F2 · derivative.expiration_date: Option expires in 5 equal annual installments with the final dated indicated. Read SEC document |
| November 02, 2017 Filed Nov 6, 2017 15:28 UTC | SUMMIT FINANCIAL GROUP, INC. SMMF · Entity 91541 | Exercise / conversionEmployee Stock Option (Right to Buy) · Derivative | 880 | $9.49 Strike: $9.49 | $8,351.20 |
DisclosureSEC source: 0001140361-17-041131 · doc1.xml · derivative · entry 7 TISSUE ROBERT S · CIK 0001186836 · Senior VP & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 880 shares Expires 2017-12-06 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F2 · derivative.expiration_date: Option expires in 5 equal annual installments with the final dated indicated. Read SEC document |
| November 02, 2017 Filed Nov 6, 2017 15:28 UTC | SUMMIT FINANCIAL GROUP, INC. SMMF · Entity 91541 | SaleCommon Stock | 3,880 | $27.50 | $106,700.00 |
DisclosureSEC source: 0001140361-17-041131 · doc1.xml · nonDerivative · entry 4 TISSUE ROBERT S · CIK 0001186836 · Senior VP & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 69,040 Read SEC document |
| November 02, 2017 Filed Nov 6, 2017 15:28 UTC | SUMMIT FINANCIAL GROUP, INC. SMMF · Entity 91541 | Exercise / conversionCommon Stock | 1,600 | $25.93 | $41,488.00 |
DisclosureSEC source: 0001140361-17-041131 · doc1.xml · nonDerivative · entry 3 TISSUE ROBERT S · CIK 0001186836 · Senior VP & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 72,920 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| November 02, 2017 Filed Nov 6, 2017 15:28 UTC | SUMMIT FINANCIAL GROUP, INC. SMMF · Entity 91541 | Exercise / conversionCommon Stock | 1,400 | $17.79 | $24,906.00 |
DisclosureSEC source: 0001140361-17-041131 · doc1.xml · nonDerivative · entry 2 TISSUE ROBERT S · CIK 0001186836 · Senior VP & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 71,320 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| November 02, 2017 Filed Nov 6, 2017 15:28 UTC | SUMMIT FINANCIAL GROUP, INC. SMMF · Entity 91541 | Exercise / conversionCommon Stock | 880 | $9.49 | $8,351.20 |
DisclosureSEC source: 0001140361-17-041131 · doc1.xml · nonDerivative · entry 1 TISSUE ROBERT S · CIK 0001186836 · Senior VP & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 69,920 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| March 24, 2017 Filed Mar 24, 2017 15:50 UTC | SUMMIT FINANCIAL GROUP, INC. SMMF · Entity 91541 | OtherCommon Stock | 1,047.0716 | $0.00 | $0.00 |
DisclosureSEC source: 0001140361-17-013233 · doc1.xml · nonDerivative · entry 3 TISSUE ROBERT S · CIK 0001186836 · Senior VP & CFO 10b5-1 filing: Not disclosed Ownership: Indirect · By ESOP Disclosed balance after: 11,864.0857 F3 · date: The information reported herein is based on a plan statement dated 12/31/2016 received in March 2017. F4 · kind: Between January 1, 2016 and December 31, 2016, acquired 1,047.0716 shares of Summit common stock under the Summit Financial Group, Inc. Employee Stock Ownership Plan. Read SEC document |
| February 09, 2017 Filed Mar 24, 2017 15:50 UTC | SUMMIT FINANCIAL GROUP, INC. SMMF · Entity 91541 | GrantStock-Settled Stock Appreciation Rights · Derivative | 8,151 | $26.01 Strike: $26.01 | $212,007.51 |
DisclosureSEC source: 0001140361-17-013233 · doc1.xml · derivative · entry 8 TISSUE ROBERT S · CIK 0001186836 · Senior VP & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,151 Underlying: Common Stock · 8,151 shares Expires 2027-02-09 F1 · derivative.exercise_date: Option and/or SAR vests in 5 equal annual installments with the beginning date indicated. Read SEC document |
| December 27, 2016 Filed Dec 29, 2016 14:20 UTC | SUMMIT FINANCIAL GROUP, INC. SMMF · Entity 91541 | GiftCommon Stock | 370 | $0.00 | $0.00 |
DisclosureSEC source: 0001140361-16-091040 · doc1.xml · nonDerivative · entry 1 TISSUE ROBERT S · CIK 0001186836 · Senior VP & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 69,040 Read SEC document |
| December 09, 2016 Filed Dec 9, 2016 15:37 UTC | SUMMIT FINANCIAL GROUP, INC. SMMF · Entity 91541 | Exercise / conversionEmployee Stock Optin (Right to Buy) · Derivative | 1,400 | $17.79 Strike: $17.79 | $24,906.00 |
DisclosureSEC source: 0001140361-16-089255 · doc1.xml · derivative · entry 6 TISSUE ROBERT S · CIK 0001186836 · Senior VP & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,800 Underlying: Common Stock · 1,400 shares Expires 2018-12-12 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F2 · derivative.expiration_date: Option expires in 5 equal annual installments with the final dated indicated. Read SEC document |
| December 09, 2016 Filed Dec 9, 2016 15:37 UTC | SUMMIT FINANCIAL GROUP, INC. SMMF · Entity 91541 | SaleCommon Stock | 1,400 | $29.20 | $40,880.00 |
DisclosureSEC source: 0001140361-16-089255 · doc1.xml · nonDerivative · entry 2 TISSUE ROBERT S · CIK 0001186836 · Senior VP & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 69,410 Read SEC document |
| December 09, 2016 Filed Dec 9, 2016 15:37 UTC | SUMMIT FINANCIAL GROUP, INC. SMMF · Entity 91541 | Exercise / conversionCommon Stock | 1,400 | $17.79 | $24,906.00 |
DisclosureSEC source: 0001140361-16-089255 · doc1.xml · nonDerivative · entry 1 TISSUE ROBERT S · CIK 0001186836 · Senior VP & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 70,810 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| December 07, 2016 Filed Dec 8, 2016 15:16 UTC | SUMMIT FINANCIAL GROUP, INC. SMMF · Entity 91541 | Exercise / conversionEmployee Stock Option (Right to Buy) · Derivative | 1,600 | $25.93 Strike: $25.93 | $41,488.00 |
DisclosureSEC source: 0001140361-16-089094 · doc1.xml · derivative · entry 8 TISSUE ROBERT S · CIK 0001186836 · Senior VP & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,800 Underlying: Common Stock · 1,600 shares Expires 2019-12-07 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F2 · derivative.expiration_date: Option expires in 5 equal annual installments with the final dated indicated. Read SEC document |
| December 07, 2016 Filed Dec 8, 2016 15:16 UTC | SUMMIT FINANCIAL GROUP, INC. SMMF · Entity 91541 | SaleCommon Stock | 1,600 | $29.34 | $46,939.20 |
DisclosureSEC source: 0001140361-16-089094 · doc1.xml · nonDerivative · entry 3 TISSUE ROBERT S · CIK 0001186836 · Senior VP & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 69,410 F3 · price: The price reported in Column 4 is a weighted average price. These shares were purchased in multiple transactions at prices ranging from $29.3242 to $29.36, inclusive. The reporting person undertakes to provide to Summit Financial Group, Inc., any security holder of Summit Financial Group, Inc. or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the ranges set forth above. Read SEC document |
| December 07, 2016 Filed Dec 8, 2016 15:16 UTC | SUMMIT FINANCIAL GROUP, INC. SMMF · Entity 91541 | Exercise / conversionCommon Stock | 1,600 | $25.93 | $41,488.00 |
DisclosureSEC source: 0001140361-16-089094 · doc1.xml · nonDerivative · entry 2 TISSUE ROBERT S · CIK 0001186836 · Senior VP & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 71,010 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| December 06, 2016 Filed Dec 8, 2016 15:16 UTC | SUMMIT FINANCIAL GROUP, INC. SMMF · Entity 91541 | Exercise / conversionEmployee Stock Option (Right to Buy) · Derivative | 880 | $9.49 Strike: $9.49 | $8,351.20 |
DisclosureSEC source: 0001140361-16-089094 · doc1.xml · derivative · entry 6 TISSUE ROBERT S · CIK 0001186836 · Senior VP & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 880 Underlying: Common Stock · 880 shares Expires 2017-12-06 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F2 · derivative.expiration_date: Option expires in 5 equal annual installments with the final dated indicated. Read SEC document |
| December 06, 2016 Filed Dec 8, 2016 15:16 UTC | SUMMIT FINANCIAL GROUP, INC. SMMF · Entity 91541 | Exercise / conversionCommon Stock | 880 | $9.49 | $8,351.20 |
DisclosureSEC source: 0001140361-16-089094 · doc1.xml · nonDerivative · entry 1 TISSUE ROBERT S · CIK 0001186836 · Senior VP & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 69,410 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| October 24, 2016 Filed Oct 25, 2016 11:22 UTC | SUMMIT FINANCIAL GROUP, INC. SMMF · Entity 91541 | Exercise / conversionEmployee Stock Option (Right to Buy) · Derivative | 800 | $5.95 Strike: $5.95 | $4,760.00 |
DisclosureSEC source: 0001140361-16-083455 · doc1.xml · derivative · entry 4 TISSUE ROBERT S · CIK 0001186836 · Senior VP & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 800 shares Expires 2016-10-26 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| October 24, 2016 Filed Oct 25, 2016 11:22 UTC | SUMMIT FINANCIAL GROUP, INC. SMMF · Entity 91541 | Exercise / conversionCommon Stock | 800 | $5.95 | $4,760.00 |
DisclosureSEC source: 0001140361-16-083455 · doc1.xml · nonDerivative · entry 1 TISSUE ROBERT S · CIK 0001186836 · Senior VP & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 68,530 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.