Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Burke & Herbert Financial Services Corp.BHRB · Entity 4722 | Director | June 19, 2026 | June 22, 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 June 19, 2026 · Filed June 22, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 21,320 |
Reported balance
After 2026-06-19 transaction · row 1
1 source rowRow 1 · 2026-06-19 · Grant · Acquired 1,000 · Balance 21,320 F1: Restricted stock units awarded for service as a director. The units vest on the first anniversary of the grant date, subject to continued service and satisfaction of attendance requirements. |
| Common StockSEC Table I · non-derivative | IndirectBy Anggus Enterprises | 4,848 |
Reported balance
Holding disclosure · report date 2026-06-19 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 4,848 |
| Common StockSEC Table I · non-derivative | IndirectBy Spouse | 314 |
Reported balance
Holding disclosure · report date 2026-06-19 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 314 |
Filing footnotes · ownership attribution and instrument terms
F1: Restricted stock units awarded for service as a director. The units vest on the first anniversary of the grant date, subject to continued service and satisfaction of attendance requirements.
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 | Direct | 0 |
Ending reported balance
After 2024-05-03 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2024-05-03 · Exercise / conversion · Acquired 7,793.94 · Balance 43,136.6006 F2: Each share of phantom stock was the economic equivalent of one share of SMMF common stock. The reporting person settled his shares of phantom stock for cash. The price for the settlement of the phantom stock for cash is the market price of one share of SMMF common stock of $26.47. Row 2 · 2024-05-03 · Disposition to issuer · Disposed 43,136.6006 · Balance 0 F1: The reported holdings include stock acquired in dividend reinvestment transactions that are exempt from reporting under Rule 16a-11. 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 3
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 3 · 2024-05-03 · Disposition to issuer · Disposed 626.1225 · Balance 0 F1: The reported holdings include stock acquired in dividend reinvestment transactions that are exempt from reporting under Rule 16a-11. 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 Anggus Enterprises | 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 9,614 · 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. |
| Non-Cumulative Perpetual Preferred Stock, Series 2021SEC Table I · non-derivative | Direct | 0 |
Reported balance
After 2024-05-03 transaction · row 5
1 source rowRow 5 · 2024-05-03 · Disposition to issuer · Disposed 10 · Balance 0 F5: Disposed of in accordance with the Merger. At the effective time of the Merger, each share of 6.0% Fixed Rate Non-Cumulative Perpetual Preferred Stock, Series 2021 was converted into the right to receive a share of a newly created series of preferred stock of Burke & Herbert, the Burke & Herbert Series 2021 Preferred Stock. |
| Phantom StockSEC Table II · derivative / convertible security | 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 · Exercise / conversion · Disposed 7,793.94 · Balance 0 F2: Each share of phantom stock was the economic equivalent of one share of SMMF common stock. The reporting person settled his shares of phantom stock for cash. The price for the settlement of the phantom stock for cash is the market price of one share of SMMF common stock of $26.47. F3: Shares of Phantom Stock are payable only in cash following termination of the reporting person's service as a director of Summit. |
Filing footnotes · ownership attribution and instrument terms
F1: The reported holdings include stock acquired in dividend reinvestment transactions that are exempt from reporting under Rule 16a-11.
F2: Each share of phantom stock was the economic equivalent of one share of SMMF common stock. The reporting person settled his shares of phantom stock for cash. The price for the settlement of the phantom stock for cash is the market price of one share of SMMF common stock of $26.47.
F3: Shares of Phantom Stock are payable only in cash following termination of the reporting person's service as a director of Summit.
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: Disposed of in accordance with the Merger. At the effective time of the Merger, each share of 6.0% Fixed Rate Non-Cumulative Perpetual Preferred Stock, Series 2021 was converted into the right to receive a share of a newly created series of preferred stock of Burke & Herbert, the Burke & Herbert Series 2021 Preferred Stock.
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 |
|---|---|---|---|---|---|---|
| June 19, 2026 Filed Jun 22, 2026 15:23 UTC | Burke & Herbert Financial Services Corp. BHRB · Entity 4722 | GrantCommon Stock | 1,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001186833-26-000002 · wk-form4_1782141815.xml · nonDerivative · entry 1 PICCIRILLO CHARLES · CIK 0001186833 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 21,320 F1 · shares: Restricted stock units awarded for service as a director. The units vest on the first anniversary of the grant date, subject to continued service and satisfaction of attendance requirements. Read SEC document |
| May 23, 2025 Filed May 27, 2025 13:19 UTC | Burke & Herbert Financial Services Corp. BHRB · Entity 4722 | GrantCommon Stock | 1,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001964333-25-000211 · wk-form4_1748351959.xml · nonDerivative · entry 1 PICCIRILLO CHARLES · CIK 0001186833 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 20,320 F1 · shares: Restricted stock units awarded for service as a director. The units vest on the first anniversary of the grant date, subject to continued service and satisfaction of attendance requirements. Read SEC document |
| April 30, 2025 Filed May 1, 2025 13:25 UTC | Burke & Herbert Financial Services Corp. BHRB · Entity 4722 | PurchaseCommon Stock | 500 | $54.45 | $27,225.60 |
DisclosureSEC source: 0001964333-25-000154 · wk-form4_1746105923.xml · nonDerivative · entry 1 PICCIRILLO CHARLES · CIK 0001186833 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 19,320 Read SEC document |
| August 15, 2024 Filed Aug 19, 2024 13:15 UTC | Burke & Herbert Financial Services Corp. BHRB · Entity 4722 | GrantCommon Stock | 1,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001964333-24-000340 · wk-form4_1724073301.xml · nonDerivative · entry 1 PICCIRILLO CHARLES · CIK 0001186833 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 18,820 F1 · shares: Restricted stock units awarded for service as a director. The units vest on the first anniversary of the grant date, subject to continued service and satisfaction of attendance requirements. Read SEC document |
| May 03, 2024 Filed May 3, 2024 12:17 UTC | SUMMIT FINANCIAL GROUP, INC. SMMF · Entity 91541 | Exercise / conversionPhantom Stock · Derivative | 7,793.94 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001437749-24-014564 · rdgdoc.xml · derivative · entry 6 PICCIRILLO CHARLES · CIK 0001186833 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 7,793.94 shares Expires not disclosed 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.exercise_price: Each share of phantom stock was the economic equivalent of one share of SMMF common stock. The reporting person settled his shares of phantom stock for cash. The price for the settlement of the phantom stock for cash is the market price of one share of SMMF common stock of $26.47. F2 · price: Each share of phantom stock was the economic equivalent of one share of SMMF common stock. The reporting person settled his shares of phantom stock for cash. The price for the settlement of the phantom stock for cash is the market price of one share of SMMF common stock of $26.47. F3 · derivative.exercise_date: Shares of Phantom Stock are payable only in cash following termination of the reporting person's service as a director of Summit. F3 · derivative.expiration_date: Shares of Phantom Stock are payable only in cash following termination of the reporting person's service as a director of Summit. Read SEC document |
| May 03, 2024 Filed May 3, 2024 12:17 UTC | SUMMIT FINANCIAL GROUP, INC. SMMF · Entity 91541 | Disposition to issuerNon-Cumulative Perpetual Preferred Stock, Series 2021 | 10 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001437749-24-014564 · rdgdoc.xml · nonDerivative · entry 5 PICCIRILLO CHARLES · CIK 0001186833 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 F5 · price: Disposed of in accordance with the Merger. At the effective time of the Merger, each share of 6.0% Fixed Rate Non-Cumulative Perpetual Preferred Stock, Series 2021 was converted into the right to receive a share of a newly created series of preferred stock of Burke & Herbert, the Burke & Herbert Series 2021 Preferred Stock. Read SEC document |
| May 03, 2024 Filed May 3, 2024 12:17 UTC | SUMMIT FINANCIAL GROUP, INC. SMMF · Entity 91541 | Disposition to issuerCommon Stock | 9,614 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001437749-24-014564 · rdgdoc.xml · nonDerivative · entry 4 PICCIRILLO CHARLES · CIK 0001186833 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · By Anggus Enterprises Disclosed balance after: 0 F4 · price: 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. Read SEC document |
| May 03, 2024 Filed May 3, 2024 12:17 UTC | SUMMIT FINANCIAL GROUP, INC. SMMF · Entity 91541 | Disposition to issuerCommon Stock | 626.1225 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001437749-24-014564 · rdgdoc.xml · nonDerivative · entry 3 PICCIRILLO CHARLES · CIK 0001186833 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · By Spouse Disclosed balance after: 0 F1 · shares: The reported holdings include stock acquired in dividend reinvestment transactions that are exempt from reporting under Rule 16a-11. F4 · price: 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. Read SEC document |
| May 03, 2024 Filed May 3, 2024 12:17 UTC | SUMMIT FINANCIAL GROUP, INC. SMMF · Entity 91541 | Disposition to issuerCommon Stock | 43,136.6006 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001437749-24-014564 · rdgdoc.xml · nonDerivative · entry 2 PICCIRILLO CHARLES · CIK 0001186833 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 F1 · shares: The reported holdings include stock acquired in dividend reinvestment transactions that are exempt from reporting under Rule 16a-11. F4 · price: 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. Read SEC document |
| May 03, 2024 Filed May 3, 2024 12:17 UTC | SUMMIT FINANCIAL GROUP, INC. SMMF · Entity 91541 | Exercise / conversionCommon Stock | 7,793.94 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001437749-24-014564 · rdgdoc.xml · nonDerivative · entry 1 PICCIRILLO CHARLES · CIK 0001186833 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 43,136.6006 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 · price: Each share of phantom stock was the economic equivalent of one share of SMMF common stock. The reporting person settled his shares of phantom stock for cash. The price for the settlement of the phantom stock for cash is the market price of one share of SMMF common stock of $26.47. Read SEC document |
| May 03, 2024 Filed May 6, 2024 13:15 UTC | Burke & Herbert Financial Services Corp. BHRB · Entity 4722 | GrantPreferred Stock | 10 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001964333-24-000189 · wk-form4_1715001337.xml · nonDerivative · entry 4 PICCIRILLO CHARLES · CIK 0001186833 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 10 F2 · price: Pursuant to the Merger Agreement, each share of Summit preferred stock held by the reporting person was converted into the right to receive one share of Burke & Herbert preferred stock. Read SEC document |
| May 03, 2024 Filed May 6, 2024 13:15 UTC | Burke & Herbert Financial Services Corp. BHRB · Entity 4722 | GrantCommon Stock | 4,848 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001964333-24-000189 · wk-form4_1715001337.xml · nonDerivative · entry 3 PICCIRILLO CHARLES · CIK 0001186833 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · By Anggus Enterprises Disclosed balance after: 4,848 F1 · price: Pursuant to the terms of the Agreement and Plan of Reorganization (the "Merger Agreement"), dated as of August 24, 2023, by and between Burke & Herbert Financial Services Corp. ("Burke & Herbert") and Summit Financial Group, Inc. ("Summit"), on May 3, 2024 (the "Closing Date") Summit merged with and into Burke & Herbert (the "Merger"), with Burke & Herbert continuing as the surviving company of the Merger. Pursuant to the Merger Agreement, on the Closing Date each share of Summit common stock held by the reporting person was converted into the right to receive 0.5043 of a share of common stock of Burke & Herbert rounded down to the nearest whole number of shares. The closing price of Burke & Herbert's common stock on May 2, 2024, was $51.67 per share. Read SEC document |
| May 03, 2024 Filed May 6, 2024 13:15 UTC | Burke & Herbert Financial Services Corp. BHRB · Entity 4722 | GrantCommon Stock | 314 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001964333-24-000189 · wk-form4_1715001337.xml · nonDerivative · entry 2 PICCIRILLO CHARLES · CIK 0001186833 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · By Spouse Disclosed balance after: 314 F1 · price: Pursuant to the terms of the Agreement and Plan of Reorganization (the "Merger Agreement"), dated as of August 24, 2023, by and between Burke & Herbert Financial Services Corp. ("Burke & Herbert") and Summit Financial Group, Inc. ("Summit"), on May 3, 2024 (the "Closing Date") Summit merged with and into Burke & Herbert (the "Merger"), with Burke & Herbert continuing as the surviving company of the Merger. Pursuant to the Merger Agreement, on the Closing Date each share of Summit common stock held by the reporting person was converted into the right to receive 0.5043 of a share of common stock of Burke & Herbert rounded down to the nearest whole number of shares. The closing price of Burke & Herbert's common stock on May 2, 2024, was $51.67 per share. Read SEC document |
| May 03, 2024 Filed May 6, 2024 13:15 UTC | Burke & Herbert Financial Services Corp. BHRB · Entity 4722 | GrantCommon Stock | 17,820 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001964333-24-000189 · wk-form4_1715001337.xml · nonDerivative · entry 1 PICCIRILLO CHARLES · CIK 0001186833 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 17,820 F1 · price: Pursuant to the terms of the Agreement and Plan of Reorganization (the "Merger Agreement"), dated as of August 24, 2023, by and between Burke & Herbert Financial Services Corp. ("Burke & Herbert") and Summit Financial Group, Inc. ("Summit"), on May 3, 2024 (the "Closing Date") Summit merged with and into Burke & Herbert (the "Merger"), with Burke & Herbert continuing as the surviving company of the Merger. Pursuant to the Merger Agreement, on the Closing Date each share of Summit common stock held by the reporting person was converted into the right to receive 0.5043 of a share of common stock of Burke & Herbert rounded down to the nearest whole number of shares. The closing price of Burke & Herbert's common stock on May 2, 2024, was $51.67 per share. Read SEC document |
| February 15, 2023 Filed Feb 16, 2023 12:45 UTC | SUMMIT FINANCIAL GROUP, INC. SMMF · Entity 91541 | PurchaseCommon Stock | 150 | $25.99 | $3,898.50 |
DisclosureSEC source: 0001567619-23-003144 · doc1.xml · nonDerivative · entry 1 PICCIRILLO CHARLES · CIK 0001186833 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 35,265.9309 Read SEC document |
| April 15, 2021 Filed Apr 21, 2021 14:34 UTC | SUMMIT FINANCIAL GROUP, INC. SMMF · Entity 91541 | PurchaseNon-Convertible Perpetual Preferred Stock, Series 2021 | 10 | $10,000.00 | $100,000.00 |
DisclosureSEC source: 0001567619-21-008399 · doc1.xml · nonDerivative · entry 4 PICCIRILLO CHARLES · CIK 0001186833 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10 Read SEC document |
| May 28, 2020 Filed May 29, 2020 16:32 UTC | SUMMIT FINANCIAL GROUP, INC. SMMF · Entity 91541 | PurchaseCommon Stock | 150 | $18.75 | $2,812.50 |
DisclosureSEC source: 0001567619-20-011353 · doc1.xml · nonDerivative · entry 3 PICCIRILLO CHARLES · CIK 0001186833 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 34,974.2736 Read SEC document |
| May 12, 2020 Filed May 13, 2020 14:09 UTC | SUMMIT FINANCIAL GROUP, INC. SMMF · Entity 91541 | PurchaseCommon Stock | 250 | $15.40 | $3,850.00 |
DisclosureSEC source: 0001567619-20-009736 · doc1.xml · nonDerivative · entry 3 PICCIRILLO CHARLES · CIK 0001186833 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 34,574.2736 F3 · price: The reported holdings include stock acquired in dividend reinvestment transactions that are exempt from reporting under Rule 16a-11. F3 · balance_after: The reported holdings include stock acquired in dividend reinvestment transactions that are exempt from reporting under Rule 16a-11. Read SEC document |
| May 12, 2020 Filed May 29, 2020 16:27 UTC Amendment | SUMMIT FINANCIAL GROUP, INC. SMMF · Entity 91541 | PurchaseCommon Stock | 250 | $15.40 | $3,850.00 |
DisclosureSEC source: 0001567619-20-011346 · doc1.xml · nonDerivative · entry 1 PICCIRILLO CHARLES · CIK 0001186833 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 34,824.2736 F1 · price: The reported holdings include stock acquired in dividend reinvestment transactions that are exempt from reporting under Rule 16a-11. F1 · balance_after: The reported holdings include stock acquired in dividend reinvestment transactions that are exempt from reporting under Rule 16a-11. Read SEC document |
| March 06, 2020 Filed Mar 6, 2020 15:30 UTC | SUMMIT FINANCIAL GROUP, INC. SMMF · Entity 91541 | PurchaseCommon Stock | 1,000 | $22.20 | $22,195.00 |
DisclosureSEC source: 0001567619-20-005796 · doc1.xml · nonDerivative · entry 3 PICCIRILLO CHARLES · CIK 0001186833 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 34,560.0853 F3 · price: The price reported in Column 4 is a weighted average price. These shares were purchased in multiple transactions at prices ranging from $22.10 to $22.20, 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 |
| May 04, 2018 Filed May 4, 2018 15:11 UTC | SUMMIT FINANCIAL GROUP, INC. SMMF · Entity 91541 | PurchaseCommon Stock | 1,000 | $25.69 | $25,689.60 |
DisclosureSEC source: 0001140361-18-021722 · doc1.xml · nonDerivative · entry 1 PICCIRILLO CHARLES · CIK 0001186833 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 33,498.2668 Read SEC document |
| June 23, 2017 Filed Jun 26, 2017 15:35 UTC | SUMMIT FINANCIAL GROUP, INC. SMMF · Entity 91541 | PurchaseCommon Stock | 1,407 | $21.69 | $30,515.30 |
DisclosureSEC source: 0001140361-17-026077 · doc1.xml · nonDerivative · entry 1 PICCIRILLO CHARLES · CIK 0001186833 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 32,470.55 F5 · price: The price reported in Column 4 is a weighted average price. These shares were purchased in multiple transactions at prices ranging from $21.67 to $21.73, 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. F3 · balance_after: Includes 7.539211 shares acquired on 3/31/2017 under the Company's dividend reinvestment plan. Read SEC document |
| February 07, 2017 Filed Feb 27, 2017 08:21 UTC | SUMMIT FINANCIAL GROUP, INC. SMMF · Entity 91541 | OtherCommon Stock | 9,614 | $0.00 | $0.00 |
DisclosureSEC source: 0001140361-17-009276 · doc1.xml · nonDerivative · entry 3 PICCIRILLO CHARLES · CIK 0001186833 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By Anggus Enterprises Disclosed balance after: 9,614 F5 · shares: The reporting person is voluntarily reporting a change in the amount of shares previously reported resulting from a pro rata distribution by Anggus Enterprises to a person other than the reporting person in connection with a corporate stock redemption 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.