Follow the people · Insider
James P. Geary II
James P. Geary II files insider transactions with the SEC as a director of Burke & Herbert Financial Services (BHRB). We hold 3 disclosed purchases and sales filed since 21 December 2007, 3 of them in the last 90 days.
- Files forBHRB
- Disclosed buys and sells3 in all, 3 in the last 90 days
- Last disclosure18 August 2026
Positions held
2 posts we hold — a term names its own dates; a run of filings only says when they filed- Filed 3 May 2024 — 14 August 2026Director · Burke & Herbert Financial Services (BHRB)11 Form 4 lines · source: SEC Form 4
- Filed 20 December 2007 — 3 May 2024Director · Summit Financial Group (SMMF)19 Form 4 lines · source: SEC Form 4
Everything they disclosed
30 entries, newest first — one per disclosure report, one per Form 4 line- ▼ sold on the open market an unstated number of shares of Burke & Herbert Financial ServicesSEC Form 418 August 2026Common Stock · traded 3 August 2026 · filed 18 August 2026
- ▼ sold on the open market 263 shares of Burke & Herbert Financial ServicesSEC Form 418 August 2026Common Stock · traded 14 August 2026 · filed 18 August 2026
- ▼ sold on the open market 2,887 shares of Burke & Herbert Financial ServicesSEC Form 418 August 2026Common Stock · traded 14 August 2026 · filed 18 August 2026
- ▼ sold on the open market 3,150 shares of Burke & Herbert Financial ServicesSEC Form 45 August 2026Common Stock · traded 3 August 2026 · filed 5 August 2026
- was granted 1,000 shares of Burke & Herbert Financial ServicesSEC Form 422 June 2026Common Stock · traded 19 June 2026 · filed 22 June 2026
- acquired or disposed of by will or inheritance 15,550 shares of Burke & Herbert Financial ServicesSEC Form 423 December 2025Common Stock · traded 26 June 2025 · filed 23 December 2025
- acquired or disposed of by will or inheritance 12,607 shares of Burke & Herbert Financial ServicesSEC Form 423 December 2025Common Stock · traded 24 October 2025 · filed 23 December 2025
- was granted 1,000 shares of Burke & Herbert Financial ServicesSEC Form 427 May 2025Common Stock · traded 23 May 2025 · filed 27 May 2025
- was granted 1,000 shares of Burke & Herbert Financial ServicesSEC Form 419 August 2024Common Stock · traded 15 August 2024 · filed 19 August 2024
- was granted 15,918 shares of Burke & Herbert Financial ServicesSEC Form 46 May 2024Common Stock · traded 3 May 2024 · filed 6 May 2024
- was granted 3,637 shares of Burke & Herbert Financial ServicesSEC Form 46 May 2024Common Stock · traded 3 May 2024 · filed 6 May 2024
- returned to the issuer 31,569 shares of Summit Financial GroupSEC Form 43 May 2024Common Stock · traded 3 May 2024 · filed 3 May 2024
- returned to the issuer 7,213 shares of Summit Financial GroupSEC Form 43 May 2024Common Stock · traded 3 May 2024 · filed 3 May 2024
- ▲ bought on the open market 896 shares of Summit Financial GroupSEC Form 42 April 2024Common Stock · traded 19 March 2024 · filed 2 April 2024
- acquired or disposed of by will or inheritance 3,125 shares of Summit Financial GroupSEC Form 45 May 2022Common Stock · traded 5 May 2022 · filed 5 May 2022
- ▼ sold on the open market 4,088 shares of Summit Financial GroupSEC Form 421 June 2019Common Stock · traded 21 June 2019 · filed 21 June 2019
- acquired or disposed of by will or inheritance 3,125 shares of Summit Financial GroupSEC Form 421 June 2019Common Stock · traded 21 June 2019 · filed 21 June 2019
- acquired or disposed of by will or inheritance 3,125 shares of Summit Financial GroupSEC Form 421 June 2019Common Stock · traded 21 June 2019 · filed 21 June 2019
- acquired or disposed of by will or inheritance 4,088 shares of Summit Financial GroupSEC Form 43 June 2019Common Stock · traded 30 May 2019 · filed 3 June 2019
- acquired or disposed of by will or inheritance 4,088 shares of Summit Financial GroupSEC Form 43 June 2019Common Stock · traded 30 May 2019 · filed 3 June 2019
- gave away 136 shares of Summit Financial GroupSEC Form 45 February 2018Common Stock · traded 31 January 2018 · filed 5 February 2018
- converted 18,181 shares of Summit Financial GroupSEC Form 416 March 2015Common Stock · traded 12 March 2015 · filed 16 March 2015
- converted 6,250 shares of Summit Financial GroupSEC Form 416 March 2015Common Stock · traded 12 March 2015 · filed 16 March 2015
- converted 18,181 shares of Summit Financial Group (a derivative holding)SEC Form 416 March 20158% Non-Cumulative Convertible Preferred Stock, Series 2009 · traded 12 March 2015 · filed 16 March 2015
- converted 6,250 shares of Summit Financial Group (a derivative holding)SEC Form 416 March 20158% Non-Cumulative Convertible Preferred Stock, Series 2011 · traded 12 March 2015 · filed 16 March 2015
- exercised in-the-money options over 50 shares of Summit Financial Group (a derivative holding)SEC Form 411 January 2012Subscription Rights (right to buy) · traded 31 October 2011 · filed 11 January 2012
- ▲ bought on the open market 50 shares of Summit Financial Group (a derivative holding)SEC Form 411 January 20128% Non-Cumulative Convertible Preferred Stock, Series 2011 · traded 31 October 2011 · filed 11 January 2012
- ▲ bought on the open market 100 shares of Summit Financial Group (a derivative holding)SEC Form 42 October 20098% Non-Cumulative Convertible Prepared Stock, Series 2009 · traded 30 September 2009 · filed 2 October 2009
- ▲ bought on the open market 200 shares of Summit Financial GroupSEC Form 413 June 2008Common Stock · traded 13 June 2008 · filed 13 June 2008
- ▲ bought on the open market 500 shares of Summit Financial GroupSEC Form 421 December 2007Common Stock · traded 20 December 2007 · filed 21 December 2007
Positions come from the unitedstates/congress-legislators roster, the Office of Government Ethics and the SEC’s Form 4 index. Every disclosed line names its own source and links the document the government published; we print what the filing says and never a price we did not read from it. Headlines and links come from the GDELT Global Knowledge Graph — the story stays with the publisher. The portrait, where we have one, is the public-domain Congressional Bioguide photograph.