| Symbol | Company | Relationship | Holdings Value | Past Year Net Change | Change % | Report Period |
|---|---|---|---|---|---|---|
| BHRB | Burke & Herbert Financial Services Corp. | Director | $18.4M | +$1.14M | +6.6% | Sep 15, 2025 |
| SMMF | SUMMIT FINANCIAL GROUP, INC. | Director | $0 | May 3, 2024 |
| Sym | Company | Class | Transaction | % | Value $ | * Price $ | Shares | Shares After | Date | Ownership |
|---|