Who
James P. Geary II
Director
Company insider
Files Form 4 as: Director, Burke & Herbert Financial Services; Director, Summit Financial Group.
In numbers
- Trades disclosed
- 35
- Buys
- 3
- Sells
- 4
- Bought
- $33K
- Sold
- $1.0M
- Companies
- 2
- Companies where not an officer
- 2
- First trade
- 20 Dec 2007
- Last trade
- 14 Aug 2026
- Last filed
- 18 Aug 2026
Companies traded
Activity over time
1 Nov 2024 – 1 Oct 2026
Buys above the line, sells below, each month.
Every trade
| Traded | Company | What | Amount | |
|---|---|---|---|---|
| 14 Aug 2026filed 18 Aug 2026 | BHRB Burke & Herbert Financial ServicesRegional banks | SEC FORM 4 Sold | $19K263 at $72.91 | filing |
| 14 Aug 2026filed 18 Aug 2026 | BHRB Burke & Herbert Financial ServicesRegional banks | SEC FORM 4 Sold | $210K2,887 at $72.82 | filing |
| 14 Aug 2026filed 18 Aug 2026 | BHRB Burke & Herbert Financial ServicesRegional banks | SEC FORM 4 Sold | $19K263 at $72.91 | filing |
| 14 Aug 2026filed 18 Aug 2026 | BHRB Burke & Herbert Financial ServicesRegional banks | SEC FORM 4 Sold | $210K2,887 at $72.82 | filing |
| 3 Aug 2026filed 18 Aug 2026 | BHRB Burke & Herbert Financial ServicesRegional banks | SEC FORM 4 Sold | —0 at $73.93 | filing |
| 3 Aug 2026filed 18 Aug 2026 | BHRB Burke & Herbert Financial ServicesRegional banks | SEC FORM 4 Sold | —0 at $73.93 | filing |
| 3 Aug 2026filed 5 Aug 2026 | BHRB Burke & Herbert Financial ServicesRegional banks | SEC FORM 4 Sold | $233K3,150 at $73.93 | filing |
| 3 Aug 2026filed 5 Aug 2026 | BHRB Burke & Herbert Financial ServicesRegional banks | SEC FORM 4 Sold | $233K3,150 at $73.93 | filing |
| 19 Jun 2026filed 22 Jun 2026 | BHRB Burke & Herbert Financial ServicesRegional banks | SEC FORM 4 Code A | —1,000 at $0.00 | filing |
| 19 Jun 2026filed 22 Jun 2026 | BHRB Burke & Herbert Financial ServicesRegional banks | SEC FORM 4 Code A | —1,000 at $0.00 | filing |
| 24 Oct 2025filed 23 Dec 2025 | BHRB Burke & Herbert Financial ServicesRegional banks | SEC FORM 4 Code W | —12,607 at $0.00 | filing |
| 26 Jun 2025filed 23 Dec 2025 | BHRB Burke & Herbert Financial ServicesRegional banks | SEC FORM 4 Code W | —15,550 at $0.00 | filing |
| 23 May 2025filed 27 May 2025 | BHRB Burke & Herbert Financial ServicesRegional banks | SEC FORM 4 Code A | —1,000 at $0.00 | filing |
| 15 Aug 2024filed 19 Aug 2024 | BHRB Burke & Herbert Financial ServicesRegional banks | SEC FORM 4 Code A | —1,000 at $0.00 | filing |
| 3 May 2024filed 6 May 2024 | BHRB Burke & Herbert Financial ServicesRegional banks | SEC FORM 4 Code A | —15,918 | filing |
| 3 May 2024filed 6 May 2024 | BHRB Burke & Herbert Financial ServicesRegional banks | SEC FORM 4 Code A | —3,637 | filing |
| 3 May 2024filed 3 May 2024 | Summit Financial Group | SEC FORM 4 Code D | —31,569 | filing |
| 3 May 2024filed 3 May 2024 | Summit Financial Group | SEC FORM 4 Code D | —7,213 | filing |
| 19 Mar 2024filed 2 Apr 2024 | Summit Financial Group | SEC FORM 4 Bought | $23K896 at $25.58 | filing |
| 5 May 2022filed 5 May 2022 | Summit Financial Group | SEC FORM 4 Code W | —3,125 at $0.00 | filing |
News
No headline names them, or the companies they trade most, lately.