Jill S. Upson

Insider Reports History

Entity
Individual
Location
336 Pebble Beach Drive, Charles Town, WV
Signature
/s/ Matthew Rucker, as Attorney-in-Fact for Jill S. Upson
All insider transactions
Transactions in reports broken out by “transaction date” reported in original SEC filing, see here for transactions aggregated across transaction date

Holdings reported by Jill S. Upson:

Stock Role Class Num Shares Value Price $ Report Date Ownership
Burke & Herbert Financial Services Corp. Director Common Stock 2.11K $125K $59.00 Aug 15, 2024 Direct
SUMMIT FINANCIAL GROUP, INC. Director Common Stock 0 $0 $25.58 May 3, 2024 Direct

Insider Reports Filed by Jill S. Upson

Symbol Company Period Transactions Value $ Form Type Date Filed Role
BHRB Burke & Herbert Financial Services Corp. Aug 15, 2024 1 $0 4 Aug 19, 2024 Director
BHRB Burke & Herbert Financial Services Corp. May 3, 2024 1 $0 4 May 6, 2024 Director
SMMF SUMMIT FINANCIAL GROUP, INC. May 3, 2024 1 $0 4 May 3, 2024 Director
BHRB Burke & Herbert Financial Services Corp. May 3, 2024 0 $0 3 May 3, 2024 Director
SMMF SUMMIT FINANCIAL GROUP, INC. Aug 29, 2023 1 $45.9K 4 Aug 30, 2023 Director
SMMF SUMMIT FINANCIAL GROUP, INC. Dec 15, 2022 1 -$5.23K 4 Dec 16, 2022 Director
SMMF SUMMIT FINANCIAL GROUP, INC. Dec 14, 2022 1 $1.4K 4/A Dec 16, 2022 Director
SMMF SUMMIT FINANCIAL GROUP, INC. Sep 9, 2022 1 $348 4 Sep 9, 2022 Director
SMMF SUMMIT FINANCIAL GROUP, INC. Aug 5, 2022 2 $2.16K 4 Aug 8, 2022 Director
SMMF SUMMIT FINANCIAL GROUP, INC. Jun 22, 2022 1 $6.88K 4 Jun 22, 2022 Director
SMMF SUMMIT FINANCIAL GROUP, INC. Jun 17, 2022 1 $2.74K 4 Jun 21, 2022 Director
SMMF SUMMIT FINANCIAL GROUP, INC. Dec 3, 2021 2 $744 4 Dec 7, 2021 Director
SMMF SUMMIT FINANCIAL GROUP, INC. Nov 23, 2021 1 $138 4 Dec 3, 2021 Director
SMMF SUMMIT FINANCIAL GROUP, INC. Nov 18, 2021 0 $0 3 Dec 3, 2021 Director