Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Burke & Herbert Financial Services Corp.BHRB · Entity 4722 | Director | August 20, 2026 | August 20, 2026 |
Disclosed balances
About these balances
Latest available filing per company, not a reconstructed current portfolio. Matching sequences show the last reported balance with all source rows expandable; grouping alone does not establish account ownership. Do not add unresolved positions together. Filings may omit unchanged positions, and amendments may correct only part of an older disclosure. Jointly reported shares are not necessarily this owner's personal holdings.
Burke & Herbert Financial Services Corp.
Report date August 20, 2026 · Filed August 20, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | IndirectAs Custodian for Leo McCraken under UGMA | 435 |
Reported balance
After 2026-08-20 transaction · row 1
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 1 · 2026-08-20 · Purchase · Acquired 35 · Balance 435 |
| Common StockSEC Table I · non-derivative | Direct | 23,348 |
Reported balance
Holding disclosure · report date 2026-08-20 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 23,348 |
| Common StockSEC Table I · non-derivative | IndirectBy ADBM Landholdings, LLC | 38,142 |
Reported balance
Holding disclosure · report date 2026-08-20 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 38,142 |
| Common StockSEC Table I · non-derivative | IndirectBy A.D.B.M. Properties, LLC | 5,445 |
Reported balance
Holding disclosure · report date 2026-08-20 · row 4
Holding and transaction disclosures are not merged.
1 source rowRow 4 · Balance 5,445 |
| Common StockSEC Table I · non-derivative | IndirectBy Spouse | 2,751 |
Reported balance
Holding disclosure · report date 2026-08-20 · row 5
Holding and transaction disclosures are not merged.
1 source rowRow 5 · Balance 2,751 |
| Common StockSEC Table I · non-derivative | IndirectBy Boulevard Auto Sales, Inc. | 881 |
Reported balance
Holding disclosure · report date 2026-08-20 · row 6
Holding and transaction disclosures are not merged.
1 source rowRow 6 · Balance 881 |
| Common StockSEC Table I · non-derivative | IndirectBy Millsboro Auto Mart II, LLC | 881 |
Reported balance
Holding disclosure · report date 2026-08-20 · row 7
Holding and transaction disclosures are not merged.
1 source rowRow 7 · Balance 881 |
| Common StockSEC Table I · non-derivative | IndirectAs Custodian for Foxi Holland under UGMA | 385 |
Reported balance
Holding disclosure · report date 2026-08-20 · row 8
Holding and transaction disclosures are not merged.
1 source rowRow 8 · Balance 385 |
| Common StockSEC Table I · non-derivative | IndirectAs Custodian for David Wilson, III under UGMA | 362 |
Reported balance
Holding disclosure · report date 2026-08-20 · row 9
Holding and transaction disclosures are not merged.
1 source rowRow 9 · Balance 362 |
| Common StockSEC Table I · non-derivative | IndirectAs Custodian for Poppy Kline under UGMA | 260 |
Reported balance
Holding disclosure · report date 2026-08-20 · row 10
Holding and transaction disclosures are not merged.
1 source rowRow 10 · Balance 260 |
| Common StockSEC Table I · non-derivative | IndirectAs Custodian for Miles Holland under UGMA | 232 |
Reported balance
Holding disclosure · report date 2026-08-20 · row 11
Holding and transaction disclosures are not merged.
1 source rowRow 11 · Balance 232 |
| Common StockSEC Table I · non-derivative | IndirectAs Custodian for Madison Wilson under UGMA | 205 |
Reported balance
Holding disclosure · report date 2026-08-20 · row 12
Holding and transaction disclosures are not merged.
1 source rowRow 12 · Balance 205 |
Past disclosures · reporting ended (1)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
SUMMIT FINANCIAL GROUP, INC.
Report date May 03, 2024 · Filed May 03, 2024
Section 16 reporting ended · disclosed 2024-05-03. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 0 |
Reported balance
After 2024-05-03 transaction · row 1
1 source rowRow 1 · 2024-05-03 · Disposition to issuer · Disposed 39,579 · Balance 0 F1: Disposed of in accordance with the Agreement and Plan of Reorganization, dated as of August 24, 2023 the ("Merger Agreement"), by and between Summit Financial Group, Inc. ("Summit") and Burke & Herbert Financial Services Corp. ("Burke & Herbert") pursuant to which Summit was merged with and into Burke & Herbert effective May 3, 2024 ("the Merger"). At the effective time of the Merger, each issued and outstanding share of Summit common stock was converted into the right to receive 0.5043 shares of Burke &Herbert common stock (subject to the payment of cash in lieu of fractional shares) (the "Merger Consideration"). As a result of the Merger, the Reporting Person no longer beneficially owns, directly or indirectly, any shares of Summit common stock. |
| Common StockSEC Table I · non-derivative | IndirectBy Spouse | 0 |
Reported balance
After 2024-05-03 transaction · row 2
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 2 · 2024-05-03 · Disposition to issuer · Disposed 4,846 · Balance 0 F1: Disposed of in accordance with the Agreement and Plan of Reorganization, dated as of August 24, 2023 the ("Merger Agreement"), by and between Summit Financial Group, Inc. ("Summit") and Burke & Herbert Financial Services Corp. ("Burke & Herbert") pursuant to which Summit was merged with and into Burke & Herbert effective May 3, 2024 ("the Merger"). At the effective time of the Merger, each issued and outstanding share of Summit common stock was converted into the right to receive 0.5043 shares of Burke &Herbert common stock (subject to the payment of cash in lieu of fractional shares) (the "Merger Consideration"). As a result of the Merger, the Reporting Person no longer beneficially owns, directly or indirectly, any shares of Summit common stock. |
| Common StockSEC Table I · non-derivative | IndirectBy ADBMD Landholdings LLD | 0 |
Reported balance
After 2024-05-03 transaction · row 3
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 3 · 2024-05-03 · Disposition to issuer · Disposed 75,026 · Balance 0 F1: Disposed of in accordance with the Agreement and Plan of Reorganization, dated as of August 24, 2023 the ("Merger Agreement"), by and between Summit Financial Group, Inc. ("Summit") and Burke & Herbert Financial Services Corp. ("Burke & Herbert") pursuant to which Summit was merged with and into Burke & Herbert effective May 3, 2024 ("the Merger"). At the effective time of the Merger, each issued and outstanding share of Summit common stock was converted into the right to receive 0.5043 shares of Burke &Herbert common stock (subject to the payment of cash in lieu of fractional shares) (the "Merger Consideration"). As a result of the Merger, the Reporting Person no longer beneficially owns, directly or indirectly, any shares of Summit common stock. |
| Common StockSEC Table I · non-derivative | IndirectBy Boulevard Auto Sales | 0 |
Reported balance
After 2024-05-03 transaction · row 4
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 4 · 2024-05-03 · Disposition to issuer · Disposed 1,734 · Balance 0 F1: Disposed of in accordance with the Agreement and Plan of Reorganization, dated as of August 24, 2023 the ("Merger Agreement"), by and between Summit Financial Group, Inc. ("Summit") and Burke & Herbert Financial Services Corp. ("Burke & Herbert") pursuant to which Summit was merged with and into Burke & Herbert effective May 3, 2024 ("the Merger"). At the effective time of the Merger, each issued and outstanding share of Summit common stock was converted into the right to receive 0.5043 shares of Burke &Herbert common stock (subject to the payment of cash in lieu of fractional shares) (the "Merger Consideration"). As a result of the Merger, the Reporting Person no longer beneficially owns, directly or indirectly, any shares of Summit common stock. |
| Common StockSEC Table I · non-derivative | IndirectBy Millsboro Auto Mart II | 0 |
Reported balance
After 2024-05-03 transaction · row 5
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 5 · 2024-05-03 · Disposition to issuer · Disposed 1,734 · Balance 0 F1: Disposed of in accordance with the Agreement and Plan of Reorganization, dated as of August 24, 2023 the ("Merger Agreement"), by and between Summit Financial Group, Inc. ("Summit") and Burke & Herbert Financial Services Corp. ("Burke & Herbert") pursuant to which Summit was merged with and into Burke & Herbert effective May 3, 2024 ("the Merger"). At the effective time of the Merger, each issued and outstanding share of Summit common stock was converted into the right to receive 0.5043 shares of Burke &Herbert common stock (subject to the payment of cash in lieu of fractional shares) (the "Merger Consideration"). As a result of the Merger, the Reporting Person no longer beneficially owns, directly or indirectly, any shares of Summit common stock. |
| Common StockSEC Table I · non-derivative | IndirectBy A D B M Properties INc. | 0 |
Reported balance
After 2024-05-03 transaction · row 6
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 6 · 2024-05-03 · Disposition to issuer · Disposed 10,711 · Balance 0 F1: Disposed of in accordance with the Agreement and Plan of Reorganization, dated as of August 24, 2023 the ("Merger Agreement"), by and between Summit Financial Group, Inc. ("Summit") and Burke & Herbert Financial Services Corp. ("Burke & Herbert") pursuant to which Summit was merged with and into Burke & Herbert effective May 3, 2024 ("the Merger"). At the effective time of the Merger, each issued and outstanding share of Summit common stock was converted into the right to receive 0.5043 shares of Burke &Herbert common stock (subject to the payment of cash in lieu of fractional shares) (the "Merger Consideration"). As a result of the Merger, the Reporting Person no longer beneficially owns, directly or indirectly, any shares of Summit common stock. |
Filing footnotes · ownership attribution and instrument terms
F1: Disposed of in accordance with the Agreement and Plan of Reorganization, dated as of August 24, 2023 the ("Merger Agreement"), by and between Summit Financial Group, Inc. ("Summit") and Burke & Herbert Financial Services Corp. ("Burke & Herbert") pursuant to which Summit was merged with and into Burke & Herbert effective May 3, 2024 ("the Merger"). At the effective time of the Merger, each issued and outstanding share of Summit common stock was converted into the right to receive 0.5043 shares of Burke &Herbert common stock (subject to the payment of cash in lieu of fractional shares) (the "Merger Consideration"). As a result of the Merger, the Reporting Person no longer beneficially owns, directly or indirectly, any shares of Summit common stock.
Transaction history
JSON APIPurchases/sales include open-market and private transactions. Plan disclosure applies to the filing; individual rows may differ. “Not disclosed” is not “unplanned.”
The cutoff filters transaction history only. Company summaries and owner relationships show the latest available disclosures. Parser corrections can improve historical records.
| Transaction date | Company | Activity / security | Shares / units | Reported price | Reported value | Details |
|---|---|---|---|---|---|---|
| August 20, 2026 Filed Aug 20, 2026 17:21 UTC | Burke & Herbert Financial Services Corp. BHRB · Entity 4722 | PurchaseCommon Stock | 35 | $70.57 | $2,470.04 |
DisclosureSEC source: 0001208842-26-000012 · wk-form4_1787246472.xml · nonDerivative · entry 1 WILSON DAVID · CIK 0001208842 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · As Custodian for Leo McCraken under UGMA Disclosed balance after: 435 Read SEC document |
| August 04, 2026 Filed Aug 4, 2026 17:30 UTC | Burke & Herbert Financial Services Corp. BHRB · Entity 4722 | PurchaseCommon Stock | 34 | $73.69 | $2,505.39 |
DisclosureSEC source: 0001208842-26-000010 · wk-form4_1785864605.xml · nonDerivative · entry 1 WILSON DAVID · CIK 0001208842 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · As Custodian for Miles Holland under UGMA Disclosed balance after: 232 Read SEC document |
| July 31, 2026 Filed Aug 4, 2026 12:39 UTC | Burke & Herbert Financial Services Corp. BHRB · Entity 4722 | GiftCommon Stock | 100 | $0.00 | $0.00 |
DisclosureSEC source: 0001208842-26-000008 · wk-form4_1785847151.xml · nonDerivative · entry 2 WILSON DAVID · CIK 0001208842 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 23,348 F1 · shares: Represents a bona fide gift of 100 shares of Common Stock to a non-family member on July 31, 2026. The reporting person disclaims beneficial ownership of the gifted shares. Read SEC document |
| July 31, 2026 Filed Aug 4, 2026 12:39 UTC | Burke & Herbert Financial Services Corp. BHRB · Entity 4722 | PurchaseCommon Stock | 100 | $73.68 | $7,368.00 |
DisclosureSEC source: 0001208842-26-000008 · wk-form4_1785847151.xml · nonDerivative · entry 1 WILSON DAVID · CIK 0001208842 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 23,448 Read SEC document |
| June 19, 2026 Filed Jun 22, 2026 15:24 UTC | Burke & Herbert Financial Services Corp. BHRB · Entity 4722 | GrantCommon Stock | 1,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001208842-26-000006 · wk-form4_1782141852.xml · nonDerivative · entry 1 WILSON DAVID · CIK 0001208842 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 23,348 F1 · shares: Restricted stock units awarded for service as a director. The units vest on the first anniversary of the grant date, subject to continued service and satisfaction of attendance requirements. Read SEC document |
| May 03, 2024 Filed May 3, 2024 12:16 UTC | SUMMIT FINANCIAL GROUP, INC. SMMF · Entity 91541 | Disposition to issuerCommon Stock | 10,711 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001437749-24-014561 · rdgdoc.xml · nonDerivative · entry 6 WILSON DAVID · CIK 0001208842 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · By A D B M Properties INc. Disclosed balance after: 0 F1 · price: Disposed of in accordance with the Agreement and Plan of Reorganization, dated as of August 24, 2023 the ("Merger Agreement"), by and between Summit Financial Group, Inc. ("Summit") and Burke & Herbert Financial Services Corp. ("Burke & Herbert") pursuant to which Summit was merged with and into Burke & Herbert effective May 3, 2024 ("the Merger"). At the effective time of the Merger, each issued and outstanding share of Summit common stock was converted into the right to receive 0.5043 shares of Burke &Herbert common stock (subject to the payment of cash in lieu of fractional shares) (the "Merger Consideration"). As a result of the Merger, the Reporting Person no longer beneficially owns, directly or indirectly, any shares of Summit common stock. Read SEC document |
| May 03, 2024 Filed May 3, 2024 12:16 UTC | SUMMIT FINANCIAL GROUP, INC. SMMF · Entity 91541 | Disposition to issuerCommon Stock | 1,734 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001437749-24-014561 · rdgdoc.xml · nonDerivative · entry 5 WILSON DAVID · CIK 0001208842 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · By Millsboro Auto Mart II Disclosed balance after: 0 F1 · price: Disposed of in accordance with the Agreement and Plan of Reorganization, dated as of August 24, 2023 the ("Merger Agreement"), by and between Summit Financial Group, Inc. ("Summit") and Burke & Herbert Financial Services Corp. ("Burke & Herbert") pursuant to which Summit was merged with and into Burke & Herbert effective May 3, 2024 ("the Merger"). At the effective time of the Merger, each issued and outstanding share of Summit common stock was converted into the right to receive 0.5043 shares of Burke &Herbert common stock (subject to the payment of cash in lieu of fractional shares) (the "Merger Consideration"). As a result of the Merger, the Reporting Person no longer beneficially owns, directly or indirectly, any shares of Summit common stock. Read SEC document |
| May 03, 2024 Filed May 3, 2024 12:16 UTC | SUMMIT FINANCIAL GROUP, INC. SMMF · Entity 91541 | Disposition to issuerCommon Stock | 1,734 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001437749-24-014561 · rdgdoc.xml · nonDerivative · entry 4 WILSON DAVID · CIK 0001208842 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · By Boulevard Auto Sales Disclosed balance after: 0 F1 · price: Disposed of in accordance with the Agreement and Plan of Reorganization, dated as of August 24, 2023 the ("Merger Agreement"), by and between Summit Financial Group, Inc. ("Summit") and Burke & Herbert Financial Services Corp. ("Burke & Herbert") pursuant to which Summit was merged with and into Burke & Herbert effective May 3, 2024 ("the Merger"). At the effective time of the Merger, each issued and outstanding share of Summit common stock was converted into the right to receive 0.5043 shares of Burke &Herbert common stock (subject to the payment of cash in lieu of fractional shares) (the "Merger Consideration"). As a result of the Merger, the Reporting Person no longer beneficially owns, directly or indirectly, any shares of Summit common stock. Read SEC document |
| May 03, 2024 Filed May 3, 2024 12:16 UTC | SUMMIT FINANCIAL GROUP, INC. SMMF · Entity 91541 | Disposition to issuerCommon Stock | 75,026 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001437749-24-014561 · rdgdoc.xml · nonDerivative · entry 3 WILSON DAVID · CIK 0001208842 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · By ADBMD Landholdings LLD Disclosed balance after: 0 F1 · price: Disposed of in accordance with the Agreement and Plan of Reorganization, dated as of August 24, 2023 the ("Merger Agreement"), by and between Summit Financial Group, Inc. ("Summit") and Burke & Herbert Financial Services Corp. ("Burke & Herbert") pursuant to which Summit was merged with and into Burke & Herbert effective May 3, 2024 ("the Merger"). At the effective time of the Merger, each issued and outstanding share of Summit common stock was converted into the right to receive 0.5043 shares of Burke &Herbert common stock (subject to the payment of cash in lieu of fractional shares) (the "Merger Consideration"). As a result of the Merger, the Reporting Person no longer beneficially owns, directly or indirectly, any shares of Summit common stock. Read SEC document |
| May 03, 2024 Filed May 3, 2024 12:16 UTC | SUMMIT FINANCIAL GROUP, INC. SMMF · Entity 91541 | Disposition to issuerCommon Stock | 4,846 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001437749-24-014561 · rdgdoc.xml · nonDerivative · entry 2 WILSON DAVID · CIK 0001208842 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · By Spouse Disclosed balance after: 0 F1 · price: Disposed of in accordance with the Agreement and Plan of Reorganization, dated as of August 24, 2023 the ("Merger Agreement"), by and between Summit Financial Group, Inc. ("Summit") and Burke & Herbert Financial Services Corp. ("Burke & Herbert") pursuant to which Summit was merged with and into Burke & Herbert effective May 3, 2024 ("the Merger"). At the effective time of the Merger, each issued and outstanding share of Summit common stock was converted into the right to receive 0.5043 shares of Burke &Herbert common stock (subject to the payment of cash in lieu of fractional shares) (the "Merger Consideration"). As a result of the Merger, the Reporting Person no longer beneficially owns, directly or indirectly, any shares of Summit common stock. Read SEC document |
| May 03, 2024 Filed May 3, 2024 12:16 UTC | SUMMIT FINANCIAL GROUP, INC. SMMF · Entity 91541 | Disposition to issuerCommon Stock | 39,579 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001437749-24-014561 · rdgdoc.xml · nonDerivative · entry 1 WILSON DAVID · CIK 0001208842 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 F1 · price: Disposed of in accordance with the Agreement and Plan of Reorganization, dated as of August 24, 2023 the ("Merger Agreement"), by and between Summit Financial Group, Inc. ("Summit") and Burke & Herbert Financial Services Corp. ("Burke & Herbert") pursuant to which Summit was merged with and into Burke & Herbert effective May 3, 2024 ("the Merger"). At the effective time of the Merger, each issued and outstanding share of Summit common stock was converted into the right to receive 0.5043 shares of Burke &Herbert common stock (subject to the payment of cash in lieu of fractional shares) (the "Merger Consideration"). As a result of the Merger, the Reporting Person no longer beneficially owns, directly or indirectly, any shares of Summit common stock. Read SEC document |
| May 03, 2024 Filed May 6, 2024 13:15 UTC | Burke & Herbert Financial Services Corp. BHRB · Entity 4722 | GrantCommon Stock | 5,401 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001964333-24-000190 · wk-form4_1715001349.xml · nonDerivative · entry 6 WILSON DAVID · CIK 0001208842 · Bank Director 10b5-1 filing: No plan indicated Ownership: Indirect · By A D B M Properties Inc Disclosed balance after: 5,401 F1 · price: Pursuant to the terms of the Agreement and Plan of Reorganization (the "Merger Agreement"), dated as of August 24, 2023, by and between Burke & Herbert Financial Services Corp. ("Burke & Herbert") and Summit Financial Group, Inc. ("Summit"), on May 3, 2024 (the "Closing Date") Summit merged with and into Burke & Herbert (the "Merger"), with Burke & Herbert continuing as the surviving company of the Merger. Pursuant to the Merger Agreement, on the Closing Date each share of Summit common stock held by the reporting person was converted into the right to receive 0.5043 of a share of common stock of Burke & Herbert rounded down to the nearest whole number of shares. The closing price of Burke & Herbert's common stock on May 2, 2024, was $51.67 per share. Read SEC document |
| May 03, 2024 Filed May 6, 2024 13:15 UTC | Burke & Herbert Financial Services Corp. BHRB · Entity 4722 | GrantCommon Stock | 874 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001964333-24-000190 · wk-form4_1715001349.xml · nonDerivative · entry 5 WILSON DAVID · CIK 0001208842 · Bank Director 10b5-1 filing: No plan indicated Ownership: Indirect · By Millsboro Auto Mart II Disclosed balance after: 874 F1 · price: Pursuant to the terms of the Agreement and Plan of Reorganization (the "Merger Agreement"), dated as of August 24, 2023, by and between Burke & Herbert Financial Services Corp. ("Burke & Herbert") and Summit Financial Group, Inc. ("Summit"), on May 3, 2024 (the "Closing Date") Summit merged with and into Burke & Herbert (the "Merger"), with Burke & Herbert continuing as the surviving company of the Merger. Pursuant to the Merger Agreement, on the Closing Date each share of Summit common stock held by the reporting person was converted into the right to receive 0.5043 of a share of common stock of Burke & Herbert rounded down to the nearest whole number of shares. The closing price of Burke & Herbert's common stock on May 2, 2024, was $51.67 per share. Read SEC document |
| May 03, 2024 Filed May 6, 2024 13:15 UTC | Burke & Herbert Financial Services Corp. BHRB · Entity 4722 | GrantCommon Stock | 874 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001964333-24-000190 · wk-form4_1715001349.xml · nonDerivative · entry 4 WILSON DAVID · CIK 0001208842 · Bank Director 10b5-1 filing: No plan indicated Ownership: Indirect · By Boulevard Auto Sales Disclosed balance after: 874 F1 · price: Pursuant to the terms of the Agreement and Plan of Reorganization (the "Merger Agreement"), dated as of August 24, 2023, by and between Burke & Herbert Financial Services Corp. ("Burke & Herbert") and Summit Financial Group, Inc. ("Summit"), on May 3, 2024 (the "Closing Date") Summit merged with and into Burke & Herbert (the "Merger"), with Burke & Herbert continuing as the surviving company of the Merger. Pursuant to the Merger Agreement, on the Closing Date each share of Summit common stock held by the reporting person was converted into the right to receive 0.5043 of a share of common stock of Burke & Herbert rounded down to the nearest whole number of shares. The closing price of Burke & Herbert's common stock on May 2, 2024, was $51.67 per share. Read SEC document |
| May 03, 2024 Filed May 6, 2024 13:15 UTC | Burke & Herbert Financial Services Corp. BHRB · Entity 4722 | GrantCommon Stock | 37,835 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001964333-24-000190 · wk-form4_1715001349.xml · nonDerivative · entry 3 WILSON DAVID · CIK 0001208842 · Bank Director 10b5-1 filing: No plan indicated Ownership: Indirect · By ADBMD Landholdings LLC Disclosed balance after: 37,835 F1 · price: Pursuant to the terms of the Agreement and Plan of Reorganization (the "Merger Agreement"), dated as of August 24, 2023, by and between Burke & Herbert Financial Services Corp. ("Burke & Herbert") and Summit Financial Group, Inc. ("Summit"), on May 3, 2024 (the "Closing Date") Summit merged with and into Burke & Herbert (the "Merger"), with Burke & Herbert continuing as the surviving company of the Merger. Pursuant to the Merger Agreement, on the Closing Date each share of Summit common stock held by the reporting person was converted into the right to receive 0.5043 of a share of common stock of Burke & Herbert rounded down to the nearest whole number of shares. The closing price of Burke & Herbert's common stock on May 2, 2024, was $51.67 per share. Read SEC document |
| May 03, 2024 Filed May 6, 2024 13:15 UTC | Burke & Herbert Financial Services Corp. BHRB · Entity 4722 | GrantCommon Stock | 2,443 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001964333-24-000190 · wk-form4_1715001349.xml · nonDerivative · entry 2 WILSON DAVID · CIK 0001208842 · Bank Director 10b5-1 filing: No plan indicated Ownership: Indirect · By Spouse Disclosed balance after: 2,443 F1 · price: Pursuant to the terms of the Agreement and Plan of Reorganization (the "Merger Agreement"), dated as of August 24, 2023, by and between Burke & Herbert Financial Services Corp. ("Burke & Herbert") and Summit Financial Group, Inc. ("Summit"), on May 3, 2024 (the "Closing Date") Summit merged with and into Burke & Herbert (the "Merger"), with Burke & Herbert continuing as the surviving company of the Merger. Pursuant to the Merger Agreement, on the Closing Date each share of Summit common stock held by the reporting person was converted into the right to receive 0.5043 of a share of common stock of Burke & Herbert rounded down to the nearest whole number of shares. The closing price of Burke & Herbert's common stock on May 2, 2024, was $51.67 per share. Read SEC document |
| May 03, 2024 Filed May 6, 2024 13:15 UTC | Burke & Herbert Financial Services Corp. BHRB · Entity 4722 | GrantCommon Stock | 19,958 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001964333-24-000190 · wk-form4_1715001349.xml · nonDerivative · entry 1 WILSON DAVID · CIK 0001208842 · Bank Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 19,958 F1 · price: Pursuant to the terms of the Agreement and Plan of Reorganization (the "Merger Agreement"), dated as of August 24, 2023, by and between Burke & Herbert Financial Services Corp. ("Burke & Herbert") and Summit Financial Group, Inc. ("Summit"), on May 3, 2024 (the "Closing Date") Summit merged with and into Burke & Herbert (the "Merger"), with Burke & Herbert continuing as the surviving company of the Merger. Pursuant to the Merger Agreement, on the Closing Date each share of Summit common stock held by the reporting person was converted into the right to receive 0.5043 of a share of common stock of Burke & Herbert rounded down to the nearest whole number of shares. The closing price of Burke & Herbert's common stock on May 2, 2024, was $51.67 per share. Read SEC document |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.