Geary James P II — SEC Form 4 filings
SEC reporting owner CIK 1400427. 10 Form 4 filings on record with FilingPulse; latest filed 2026-08-18.
Transaction summary — filings shown
Covers all 10 filings on record, filed 2024-04-02 to 2026-08-18. Counts and totals are arithmetic on values as filed — descriptive data, not a recommendation.
- Open-market purchases (code P, non-derivative): 1 leg across 1 filing — 896 shares, $22,920 total (shares × price as filed).
- Open-market sales (code S, non-derivative): 4 legs across 3 filings — 6,300 shares, $462,286 total (shares × price as filed).
- Other reported legs (grants, option exercises, tax withholding, gifts, derivative-security transactions, …): 9.
- Largest priced transaction: sale of 3,150 shares @ $73.93 ($232,880) in Burke & Herbert Financial Services Corp., filed 2026-08-05.
By issuer — same filings
Open-market purchase/sale legs on non-derivative securities, grouped by issuer. Role is as filed on the newest filing for that issuer. Dollar totals cover priced legs only (shares × price as filed). Ordered by priced transaction value, largest first.
| Issuer | Role (as filed) | Filings | Purchases (P) | Sales (S) | Other legs |
|---|---|---|---|---|---|
| Burke & Herbert Financial Services Corp. (BHRB) | Director | 8 | — | 4 legs · 6,300 sh · $462,286 | 7 |
| SUMMIT FINANCIAL GROUP, INC. (SMMF) | Director | 2 | 1 leg · 896 sh · $22,920 | — | 2 |
Form 4 filings — Geary James P II
| Filed | Form | Issuer | Reported transactions | Source |
|---|---|---|---|---|
| 2026-08-18 | 4/A | Burke & Herbert Financial Services Corp. (BHRB) | Sale (S): 0 @ $73.93 | EDGAR |
| 2026-08-18 | 4 | Burke & Herbert Financial Services Corp. (BHRB) | Sale (S): 263 @ $72.91 · Sale (S): 2,887 @ $72.82 | EDGAR |
| 2026-08-05 | 4 | Burke & Herbert Financial Services Corp. (BHRB) | Sale (S): 3,150 @ $73.93 | EDGAR |
| 2026-06-22 | 4 | Burke & Herbert Financial Services Corp. (BHRB) | Grant/award (A): 1,000 @ $0 | EDGAR |
| 2025-12-23 | 4 | Burke & Herbert Financial Services Corp. (BHRB) | Code (W): 15,550 @ $0 · Code (W): 12,607 @ $0 | EDGAR |
| 2025-05-27 | 4 | Burke & Herbert Financial Services Corp. (BHRB) | Grant/award (A): 1,000 @ $0 | EDGAR |
| 2024-08-19 | 4 | Burke & Herbert Financial Services Corp. (BHRB) | Grant/award (A): 1,000 @ $0 | EDGAR |
| 2024-05-06 | 4 | Burke & Herbert Financial Services Corp. (BHRB) | Grant/award (A): 15,918 · Grant/award (A): 3,637 | EDGAR |
| 2024-05-03 | 4 | SUMMIT FINANCIAL GROUP, INC. (SMMF) | Disposition to issuer (D): 31,569 · Disposition to issuer (D): 7,213 | EDGAR |
| 2024-04-02 | 4 | SUMMIT FINANCIAL GROUP, INC. (SMMF) | Purchase (P): 896 @ $25.58 | EDGAR |
FilingPulse's Form 4 archive currently extends back to 2024-01-11 and is expanding backward through EDGAR history — earlier filings by this insider may not be indexed yet. Names and roles are shown as filed.
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