Insider · CIK 0001339953

Markwood Julie R

Reports to the SEC for 2 companies · PURGITSVILLE, WV

sec.gov

Transactions

Companies

Filings

CIK

0001339953

Forms 4 and 5

Insider transactions

50 trades

Date	Company	Role	Code	Shares	Price	Value	Shares after
2025-01-23	BHRBBurke & Herbert Financial Services Corp.A Award	Chief Accounting Officer	AAward	+473 sh	—	—	2,519
2024-05-03	BHRBBurke & Herbert Financial Services Corp.A Award	Chief Accounting Officer	AAward	+2,046 sh	—	—	2,046
2024-05-03	BHRBBurke & Herbert Financial Services Corp.A Award	Chief Accounting Officer	AAward	+6,854 sh	—	—	6,854
2024-05-03	BHRBBurke & Herbert Financial Services Corp.A Award	Chief Accounting Officer	AAward	+127 sh	—	—	127
2024-05-03	BHRBBurke & Herbert Financial Services Corp. · Stock Settled Appreciation RightsA Award	Chief Accounting Officer	AAward	+1,413 sh	$51.58	+$72.9K	1,413
2024-05-03	BHRBBurke & Herbert Financial Services Corp. · Stock Settled Appreciation RightsA Award	Chief Accounting Officer	AAward	+2,939 sh	$47.47	+$140K	2,939
2024-05-03	BHRBBurke & Herbert Financial Services Corp. · Stock Settled Appreciation RightsA Award	Chief Accounting Officer	AAward	+2,954 sh	$43.33	+$128K	2,954
2024-05-03	BHRBBurke & Herbert Financial Services Corp. · Stock Settled Appreciation RightsA Award	Chief Accounting Officer	AAward	+2,841 sh	$52.29	+$149K	2,841
2024-05-03	SUMMIT FINANCIAL GROUP, INC.J Other	EVP & Chief Accounting Officer	JOther	+775.645 sh	—	—	13,591.645
2024-05-03	SUMMIT FINANCIAL GROUP, INC.D Disposition to Issuer	EVP & Chief Accounting Officer	DDisposition to Issuer	−13.6K sh	—	—	0
2024-05-03	SUMMIT FINANCIAL GROUP, INC.D Disposition to Issuer	EVP & Chief Accounting Officer	DDisposition to Issuer	−4,061 sh	—	—	0
2024-05-03	SUMMIT FINANCIAL GROUP, INC.D Disposition to Issuer	EVP & Chief Accounting Officer	DDisposition to Issuer	−253 sh	—	—	0
2024-05-03	SUMMIT FINANCIAL GROUP, INC.Stock-Settled Stock Appreciation RightsD Disposition to Issuer	EVP & Chief Accounting Officer	DDisposition to Issuer	−2,802 sh	—	—	0
2024-05-03	SUMMIT FINANCIAL GROUP, INC.Stock-Settled Stock Appreciation RightsD Disposition to Issuer	EVP & Chief Accounting Officer	DDisposition to Issuer	−5,828 sh	—	—	0
2024-05-03	SUMMIT FINANCIAL GROUP, INC.Stock-Settled Stock Appreciation RightsD Disposition to Issuer	EVP & Chief Accounting Officer	DDisposition to Issuer	−5,858 sh	—	—	0
2024-05-03	SUMMIT FINANCIAL GROUP, INC.Stock-Settled Stock Appreciation RightsD Disposition to Issuer	EVP & Chief Accounting Officer	DDisposition to Issuer	−5,635 sh	—	—	0
2023-04-14	SUMMIT FINANCIAL GROUP, INC.J Other	EVP & Chief Accounting Officer	JOther	+774.546 sh	—	—	12,816
2023-02-09	SUMMIT FINANCIAL GROUP, INC.Stock-Settled Stock Appreciation RightsA Award	EVP & Chief Accounting Officer	AAward	+5,635 sh	$26.37	+$149K	5,635
2022-08-25	SUMMIT FINANCIAL GROUP, INC.D Disposition to Issuer	EVP & Chief Accounting Officer	DDisposition to Issuer	−183 sh	$29.50	−$5,398.5	4,061
2022-08-01	SUMMIT FINANCIAL GROUP, INC.M Exercise/Conversion	EVP & Chief Accounting Officer	MExercise/Conversion	+1,761.2 sh	$12.01	+$21.2K	4,946.2
2022-08-01	SUMMIT FINANCIAL GROUP, INC.D Disposition to Issuer	EVP & Chief Accounting Officer	DDisposition to Issuer	−702.2 sh	$30.14	−$21.2K	4,244
2022-08-01	SUMMIT FINANCIAL GROUP, INC.Stock-Settled Stock Appreciation RightsM Exercise/Conversion	EVP & Chief Accounting Officer	MExercise/Conversion	−1,761.2 sh	—	—	0
2022-05-20	SUMMIT FINANCIAL GROUP, INC.J Other	EVP & Chief Accounting Officer	JOther	+1,005.599 sh	—	—	12,041.454
2021-07-15	SUMMIT FINANCIAL GROUP, INC.Stock-Settled Stock Appreciation RightsA Award	EVP & Chief Accounting Officer	AAward	+5,858 sh	$21.85	+$128K	5,858
2021-04-14	SUMMIT FINANCIAL GROUP, INC.J Other	EVP & Chief Accounting Officer	JOther	+263.754 sh	—	—	11,035.855
2020-04-29	SUMMIT FINANCIAL GROUP, INC.J Other	EVP & Chief Accounting Officer	JOther	+583.447 sh	—	—	10,772.11
2019-05-21	SUMMIT FINANCIAL GROUP, INC.S Sale	EVP & Chief Accounting Officer	SSale	−1,500 sh	$25.70	−$38.6K	3,185
2019-05-13	SUMMIT FINANCIAL GROUP, INC.M Exercise/Conversion	EVP & Chief Accounting Officer	MExercise/Conversion	+3,522.4 sh	$12.01	+$42.3K	6,338.4
2019-05-13	SUMMIT FINANCIAL GROUP, INC.D Disposition to Issuer	EVP & Chief Accounting Officer	DDisposition to Issuer	−1,653.4 sh	$25.59	−$42.3K	4,685
2019-05-13	SUMMIT FINANCIAL GROUP, INC.Stock-Settled Stock Appreciation RightsM Exercise/Conversion	EVP & Chief Accounting Officer	MExercise/Conversion	−3,522.4 sh	—	—	1,761.2
2019-04-18	SUMMIT FINANCIAL GROUP, INC.J Other	EVP & Chief Accounting Officer	JOther	+380.277 sh	—	—	10,188.663
2019-02-07	SUMMIT FINANCIAL GROUP, INC.Stock-Settled Stock Appreciation RightsA Award	EVP & Chief Accounting Officer	AAward	+5,828 sh	$23.94	+$140K	5,828
2018-04-24	SUMMIT FINANCIAL GROUP, INC.J Other	EVP & Chief Accounting Officer	JOther	+614.596 sh	—	—	9,808.386
2017-12-13	SUMMIT FINANCIAL GROUP, INC.S Sale	EVP & Chief Accounting Officer	SSale	−1,213 sh	$27.00	−$32.8K	2,816
2017-12-06	SUMMIT FINANCIAL GROUP, INC.M Exercise/Conversion	EVP & Chief Accounting Officer	MExercise/Conversion	+3,522 sh	$12.01	+$42.3K	5,588
2017-12-06	SUMMIT FINANCIAL GROUP, INC.D Disposition to Issuer	EVP & Chief Accounting Officer	DDisposition to Issuer	−1,559 sh	$27.14	−$42.3K	4,029
2017-12-06	SUMMIT FINANCIAL GROUP, INC.Stock-Settled Stock Appreciation RightsM Exercise/Conversion	EVP & Chief Accounting Officer	MExercise/Conversion	−3,522 sh	$12.01	−$42.3K	5,284
2017-03-24	SUMMIT FINANCIAL GROUP, INC.J Other	EVP & Chief Accounting Officer	JOther	+580.005 sh	—	—	9,193.791
2017-02-09	SUMMIT FINANCIAL GROUP, INC.Stock-Settled Stock Appreciation RightsA Award	EVP & Chief Accounting Officer	AAward	+2,802 sh	$26.01	+$72.9K	2,802
2016-12-09	SUMMIT FINANCIAL GROUP, INC.M Exercise/Conversion	EVP & Chief Accounting Officer	MExercise/Conversion	+900 sh	$17.79	+$16K	2,966
2016-12-09	SUMMIT FINANCIAL GROUP, INC.S Sale	EVP & Chief Accounting Officer	SSale	−900 sh	$29.71	−$26.7K	2,066
2016-12-09	SUMMIT FINANCIAL GROUP, INC.Employee Stock Option (Right to Buy)M Exercise/Conversion	EVP & Chief Accounting Officer	MExercise/Conversion	−900 sh	$17.79	−$16K	0
2016-12-07	SUMMIT FINANCIAL GROUP, INC.M Exercise/Conversion	EVP & Chief Accounting Officer	MExercise/Conversion	+2,400 sh	$25.93	+$62.2K	4,466
2016-12-07	SUMMIT FINANCIAL GROUP, INC.S Sale	EVP & Chief Accounting Officer	SSale	−2,400 sh	$29.32	−$70.4K	2,066
2016-12-07	SUMMIT FINANCIAL GROUP, INC.Employee Stock Option (Right to Buy)M Exercise/Conversion	EVP & Chief Accounting Officer	MExercise/Conversion	−2,400 sh	$25.93	−$62.2K	0
2016-04-27	SUMMIT FINANCIAL GROUP, INC.J Other	EVP & Chief Accounting Officer	JOther	+1,288.558 sh	—	—	8,613.785
2015-06-01	SUMMIT FINANCIAL GROUP, INC.X Exercise of In-Money	EVP & Chief Accounting Officer	XExercise of In-Money	+110 sh	$9.75	+$1,072.5	2,066
2015-06-01	SUMMIT FINANCIAL GROUP, INC.X Exercise of In-Money	EVP & Chief Accounting Officer	XExercise of In-Money	+13 sh	$9.75	+$126.75	253
2015-06-01	SUMMIT FINANCIAL GROUP, INC.Subscription Rights (right to buy)X Exercise of In-Money	EVP & Chief Accounting Officer	XExercise of In-Money	−110 sh	—	—	0
2015-06-01	SUMMIT FINANCIAL GROUP, INC.Subscription Rights (right to buy)X Exercise of In-Money	EVP & Chief Accounting Officer	XExercise of In-Money	−13 sh	—	—	0

Recent filings

Accepted (ET)
Jan 274
Markwood Julie R0001964333-25-000040
SEC(opens sec.gov)
May 64
Markwood Julie R0001964333-24-000205
SEC(opens sec.gov)
May 34
Markwood Julie R0001437749-24-014553
SEC(opens sec.gov)
Apr 144
Markwood Julie R0001437749-23-010258
SEC(opens sec.gov)
Feb 104
Markwood Julie R0001567619-23-002271
SEC(opens sec.gov)
Aug 294
Markwood Julie R0001567619-22-016752
SEC(opens sec.gov)
Aug 34
Markwood Julie R0001567619-22-014862
SEC(opens sec.gov)

Companies

Address

39 HELMICK

PURGITSVILLE, WV, 26852