| Symbol | Company | Relationship | Holdings Value | Past Year Net Change | Change % | Report Period |
|---|---|---|---|---|---|---|
| BHRB | Burke & Herbert Financial Services Corp. | Chief Operating Officer | $596K | May 3, 2025 | ||
| SMMF | SUMMIT FINANCIAL GROUP, INC. | EVP & Chief Risk Officer | $0 | May 3, 2024 |
| Sym | Company | Class | Transaction | % | Value $ | * Price $ | Shares | Shares After | Date | Ownership |
|---|