James Geary

Track

Insider profile

Currently holds a position at Summit Financial Group Inc

Performance

Overall performance
1.7
Performance over holding periods
1.7
30 days 90 days 120 days
Average return 1% 8.2% 15.1%
Success rate 79% 68% 82%
Transactions
5 20% Buy
34 71% Buy
47 69% Buy
Ranking by holding-period performance

Positions

Position Company Period
Independent Director Summit Financial Group Inc May 1, 2007 -
James Geary's trades of Burke & Herbert Financial Services Corp's stock


• Purchase • Sale • Planned purchase • Planned sale Net purchase Net sale Buy signal Sell signal Earnings
Abbreviations B: Buy, S: Sell, PP: Planned purchase, PlS: Planned sale, PrS: Proposed sale, O: Option / Other
Transaction date
Purchase
Price
25.58
Quantity 896 +2.9%
Value US$22,920
Transaction date
Sale
Price
25.00
Quantity 4,088 -39.5%
Value US$102,200
Notification date Transaction date Company B/S Transaction type Nb. shares
Price
Value 		Number of shares Price Value Details
2026-08-18 2026-08-14
S Sale
78,844 -10.7%
56.76
US$4,819,395 		78,844 -10.7% 56.76 US$4,819,395
2026-08-18 2026-08-14
S Sale
11,210 -19.5%
323.39
US$3,341,755 		11,210 -19.5% 323.39 US$3,341,755
2026-08-14 2026-08-14
PrS Proposed sale
454
202.80
US$4,009,058 		454 202.80 US$4,009,058
2026-08-05 2026-08-03
S Sale
3,150 -25.0%
73.93
US$232,880 		3,150 -25.0% 73.93 US$232,880
2024-04-02 2024-03-19
B Purchase
896 +2.9%
25.58
US$22,920 		896 +2.9% 25.58 US$22,920
2019-06-21 2019-06-21
S Sale
4,088 -39.5%
25.00
US$102,200 		4,088 -39.5% 25.00 US$102,200