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 14, 2026 | August 18, 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 14, 2026 · Filed August 18, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | IndirectJPG Trust | 12,344 |
Reported balance
After 2026-08-14 transaction · row 1
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 1 · 2026-08-14 · Sale · Disposed 263 · Balance 12,344 |
| Common StockSEC Table I · non-derivative | IndirectJPG Trust | 9,457 |
Reported balance
After 2026-08-14 transaction · row 2
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 2 · 2026-08-14 · Sale · Disposed 2,887 · Balance 9,457 |
| Common StockSEC Table I · non-derivative | Direct | 34,468 |
Reported balance
Holding disclosure · report date 2026-08-14 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 34,468 |
| Common StockSEC Table I · non-derivative | IndirectBy Spouse | 3,637 |
Reported balance
Holding disclosure · report date 2026-08-14 · row 4
Holding and transaction disclosures are not merged.
1 source rowRow 4 · Balance 3,637 |
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 31,569 · Balance 0 F1: 1. 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 7,213 · Balance 0 F1: 1. 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: 1. 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 14, 2026 Filed Aug 18, 2026 19:08 UTC | Burke & Herbert Financial Services Corp. BHRB · Entity 4722 | SaleCommon Stock | 2,887 | $72.82 | $210,231.34 |
DisclosureSEC source: 0001400427-26-000009 · wk-form4_1787080091.xml · nonDerivative · entry 2 Geary James P II · CIK 0001400427 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · JPG Trust Disclosed balance after: 9,457 Read SEC document |
| August 14, 2026 Filed Aug 18, 2026 19:08 UTC | Burke & Herbert Financial Services Corp. BHRB · Entity 4722 | SaleCommon Stock | 263 | $72.91 | $19,175.33 |
DisclosureSEC source: 0001400427-26-000009 · wk-form4_1787080091.xml · nonDerivative · entry 1 Geary James P II · CIK 0001400427 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · JPG Trust Disclosed balance after: 12,344 Read SEC document |
| August 03, 2026 Filed Aug 5, 2026 21:17 UTC | Burke & Herbert Financial Services Corp. BHRB · Entity 4722 | SaleCommon Stock | 3,150 | $73.93 | $232,879.50 |
DisclosureSEC source: 0001400427-26-000005 · wk-form4_1785964641.xml · nonDerivative · entry 1 Geary James P II · CIK 0001400427 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · JPG Trust Disclosed balance after: 9,457 F1 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $73.88 to $74.05, inclusive. The reporting person undertakes to provide to the issuer, any security holder of the issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares purchased at each separate price within the ranges set forth in this footnote. Read SEC document |
| August 03, 2026 Filed Aug 18, 2026 19:05 UTC Amendment | Burke & Herbert Financial Services Corp. BHRB · Entity 4722 | SaleCommon Stock | 0 | $73.93 | $0.00 |
DisclosureSEC source: 0001400427-26-000007 · wk-form4a_1787079899.xml · nonDerivative · entry 1 Geary James P II · CIK 0001400427 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · JPG Trust Disclosed balance after: 12,607 F1 · shares: The sale of 3,150 shares reported on the original Form 4 filed on August 5, 2026 did not settle and was cancelled in its entirety. Accordingly, no disposition of shares occurred pursuant to the reported transaction. This Form 4/A amends the original Form 4 solely to correct the reported disposition and the reporting person's post-transaction beneficial ownership. Read SEC document |
| June 19, 2026 Filed Jun 22, 2026 15:23 UTC | Burke & Herbert Financial Services Corp. BHRB · Entity 4722 | GrantCommon Stock | 1,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001400427-26-000002 · wk-form4_1782141835.xml · nonDerivative · entry 1 Geary James P II · CIK 0001400427 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 34,468 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 |
| October 24, 2025 Filed Dec 23, 2025 18:39 UTC | Burke & Herbert Financial Services Corp. BHRB · Entity 4722 | OtherCommon Stock | 12,607 | $0.00 | $0.00 |
DisclosureSEC source: 0001400427-25-000004 · wk-form4_1766515182.xml · nonDerivative · entry 2 Geary James P II · CIK 0001400427 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · JPG Trust Disclosed balance after: 12,607 F1 · balance_after: The reporting person was appointed co-trustee of the JPG Trust on October 24, 2025. The reporting person and members of the reporting person's immediate family are among the contingent beneficiaries of the trust. The reporting person disclaims beneficial ownership of the BHRB common stock held by the trust except to the extent of his pecuniary interest therein. Read SEC document |
| June 26, 2025 Filed Dec 23, 2025 18:39 UTC | Burke & Herbert Financial Services Corp. BHRB · Entity 4722 | OtherCommon Stock | 15,550 | $0.00 | $0.00 |
DisclosureSEC source: 0001400427-25-000004 · wk-form4_1766515182.xml · nonDerivative · entry 1 Geary James P II · CIK 0001400427 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 33,468 Read SEC document |
| May 23, 2025 Filed May 27, 2025 13:17 UTC | Burke & Herbert Financial Services Corp. BHRB · Entity 4722 | GrantCommon Stock | 1,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001964333-25-000203 · wk-form4_1748351870.xml · nonDerivative · entry 1 Geary James P II · CIK 0001400427 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 17,918 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 |
| August 15, 2024 Filed Aug 19, 2024 13:14 UTC | Burke & Herbert Financial Services Corp. BHRB · Entity 4722 | GrantCommon Stock | 1,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001964333-24-000338 · wk-form4_1724073281.xml · nonDerivative · entry 1 Geary James P II · CIK 0001400427 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 16,918 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 12:14 UTC | SUMMIT FINANCIAL GROUP, INC. SMMF · Entity 91541 | Disposition to issuerCommon Stock | 7,213 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001437749-24-014557 · rdgdoc.xml · nonDerivative · entry 2 Geary James P II · CIK 0001400427 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · By Spouse Disclosed balance after: 0 F1 · price: 1. 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 12:14 UTC | SUMMIT FINANCIAL GROUP, INC. SMMF · Entity 91541 | Disposition to issuerCommon Stock | 31,569 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001437749-24-014557 · rdgdoc.xml · nonDerivative · entry 1 Geary James P II · CIK 0001400427 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 F1 · price: 1. 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 13:14 UTC | Burke & Herbert Financial Services Corp. BHRB · Entity 4722 | GrantCommon Stock | 3,637 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001964333-24-000182 · wk-form4_1715001253.xml · nonDerivative · entry 2 Geary James P II · CIK 0001400427 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · By Spouse Disclosed balance after: 3,637 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 13:14 UTC | Burke & Herbert Financial Services Corp. BHRB · Entity 4722 | GrantCommon Stock | 15,918 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001964333-24-000182 · wk-form4_1715001253.xml · nonDerivative · entry 1 Geary James P II · CIK 0001400427 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 15,918 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 |
| March 19, 2024 Filed Apr 2, 2024 14:30 UTC | SUMMIT FINANCIAL GROUP, INC. SMMF · Entity 91541 | PurchaseCommon Stock | 896 | $25.58 | $22,919.68 |
DisclosureSEC source: 0001437749-24-010550 · rdgdoc.xml · nonDerivative · entry 1 Geary James P II · CIK 0001400427 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 31,569 Read SEC document |
| May 05, 2022 Filed May 5, 2022 13:48 UTC | SUMMIT FINANCIAL GROUP, INC. SMMF · Entity 91541 | OtherCommon Stock | 3,125 | $0.00 | $0.00 |
DisclosureSEC source: 0001567619-22-009586 · doc1.xml · nonDerivative · entry 3 Geary James P II · CIK 0001400427 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By WE Mullenax Trust, James P. Geary II, TTEE Disclosed balance after: 0 Read SEC document |
| June 21, 2019 Filed Jun 21, 2019 13:02 UTC | SUMMIT FINANCIAL GROUP, INC. SMMF · Entity 91541 | OtherCommon Stock | 3,125 | $0.00 | $0.00 |
DisclosureSEC source: 0001567619-19-013803 · doc1.xml · nonDerivative · entry 4 Geary James P II · CIK 0001400427 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By Spouse Disclosed balance after: 7,213 Read SEC document |
| June 21, 2019 Filed Jun 21, 2019 13:02 UTC | SUMMIT FINANCIAL GROUP, INC. SMMF · Entity 91541 | OtherCommon Stock | 3,125 | $0.00 | $0.00 |
DisclosureSEC source: 0001567619-19-013803 · doc1.xml · nonDerivative · entry 3 Geary James P II · CIK 0001400427 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By WE Mullenax Trust, James P. Geary II, TTEE Disclosed balance after: 3,125 Read SEC document |
| June 21, 2019 Filed Jun 21, 2019 13:02 UTC | SUMMIT FINANCIAL GROUP, INC. SMMF · Entity 91541 | SaleCommon Stock | 4,088 | $25.00 | $102,200.00 |
DisclosureSEC source: 0001567619-19-013803 · doc1.xml · nonDerivative · entry 2 Geary James P II · CIK 0001400427 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By WE Mullenax Trust, James P. Geary II, TTEE Disclosed balance after: 6,250 Read SEC document |
| May 30, 2019 Filed Jun 3, 2019 15:54 UTC | SUMMIT FINANCIAL GROUP, INC. SMMF · Entity 91541 | OtherCommon Stock | 4,088 | $0.00 | $0.00 |
DisclosureSEC source: 0001567619-19-012580 · doc1.xml · nonDerivative · entry 3 Geary James P II · CIK 0001400427 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By Spouse Disclosed balance after: 4,088 Read SEC document |
| May 30, 2019 Filed Jun 3, 2019 15:54 UTC | SUMMIT FINANCIAL GROUP, INC. SMMF · Entity 91541 | OtherCommon Stock | 4,088 | $0.00 | $0.00 |
DisclosureSEC source: 0001567619-19-012580 · doc1.xml · nonDerivative · entry 2 Geary James P II · CIK 0001400427 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By WE Mullenax Trust, James P. Geary II, TTEE Disclosed balance after: 10,338 Read SEC document |
| January 31, 2018 Filed Feb 5, 2018 11:24 UTC | SUMMIT FINANCIAL GROUP, INC. SMMF · Entity 91541 | GiftCommon Stock | 136 | $0.00 | $0.00 |
DisclosureSEC source: 0001140361-18-004915 · doc1.xml · nonDerivative · entry 3 Geary James P II · CIK 0001400427 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · As Cust for Child Disclosed balance after: 0 F1 · shares: Represents transfer of shares to son under the Uniform Gifts to Minors Act. 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.