Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Burke & Herbert Financial Services Corp.BHRB · Entity 4722 | Director · President | June 25, 2026 | August 12, 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 June 25, 2026 · Filed August 12, 2026 · Amendment
Amendment: balances below belong to this corrected disclosure, not necessarily a complete replacement of earlier positions.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 46,477 |
Reported balance
After 2026-06-25 transaction · row 1
Amendment: may correct only part of an earlier disclosure.
1 source rowRow 1 · 2026-06-25 · Tax withholding · Disposed 12,545 · Balance 46,477 F1: This Form 4/A is being filed to amend the Form 4 filed on June 29, 2026 to correct the number of shares of Common Stock issued upon settlement of stock-settled SARs exercised on June 25, 2026. The original filing used an estimated fair market value to calculate the number of shares deliverable upon settlement; following final calculation of the fair market value on the exercise date, the number of shares issued was adjusted from 3,554 shares to 3,389 shares. This amendment restates the affected line item in Table I accordingly. |
Filing footnotes · ownership attribution and instrument terms
F1: This Form 4/A is being filed to amend the Form 4 filed on June 29, 2026 to correct the number of shares of Common Stock issued upon settlement of stock-settled SARs exercised on June 25, 2026. The original filing used an estimated fair market value to calculate the number of shares deliverable upon settlement; following final calculation of the fair market value on the exercise date, the number of shares issued was adjusted from 3,554 shares to 3,389 shares. This amendment restates the affected line item in Table I accordingly.
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 | IndirectBy ESOP | 33,640.7773 |
Reported balance
After 2024-05-03 transaction · row 1
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 1 · 2024-05-03 · Other · Acquired 1,891.3673 · Balance 33,640.7773 F2: The information reported herein is based on a plan statement dated 12/31/2022 received in April 2023 F3: Between January 1, 2023 and December 31, 2023, acquired 1,891.3673 shares of Summit Common Stock under the Summit Financial Group, Inc. Employee Stock Ownership Plan. |
| Common StockSEC Table I · non-derivative | IndirectBy ESOP | 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 33,640.7773 · Balance 0 F4: 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 | Direct | 0 |
Reported balance
After 2024-05-03 transaction · row 3
1 source rowRow 3 · 2024-05-03 · Disposition to issuer · Disposed 41,250 · Balance 0 F4: 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 Wife | 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 38,850 · Balance 0 F4: 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. |
| Stock-Settled Stock Appreciation RightsSEC Table II · derivative / convertible security · Conversion / exercise price $12.01 · Expires 2025-04-23 | Direct | 0 |
Reported balance
After 2024-05-03 transaction · row 5
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 5 · 2024-05-03 · Disposition to issuer · Disposed 20,910 · Balance 0 F5: Pursuant to the Merger Agreement, at the effective time of the Merger, each stock appreciation right was converted into a stock appreciation right of Burke & Herbert (each a "Burke & Herbert Replacement SAR"), with adjustments to the number of shares of Burke & Herbert common stock underlying each Burke & Herbert Replacement SAR and the base price of continuing corporation common stock for each Burke & Herbert Replacement SAR adjusted based on the exchange ratio of 0.5043. F1: SAR vests in 5 equal annual installments with the beginning date indicated. |
| Stock-Settled Stock Appreciation RightsSEC Table II · derivative / convertible security · Conversion / exercise price $26.01 · Expires 2027-02-09 | Direct | 0 |
Reported balance
After 2024-05-03 transaction · row 6
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 6 · 2024-05-03 · Disposition to issuer · Disposed 15,668 · Balance 0 F5: Pursuant to the Merger Agreement, at the effective time of the Merger, each stock appreciation right was converted into a stock appreciation right of Burke & Herbert (each a "Burke & Herbert Replacement SAR"), with adjustments to the number of shares of Burke & Herbert common stock underlying each Burke & Herbert Replacement SAR and the base price of continuing corporation common stock for each Burke & Herbert Replacement SAR adjusted based on the exchange ratio of 0.5043. F1: SAR vests in 5 equal annual installments with the beginning date indicated. |
| Stock-Settled Stock Appreciation RightsSEC Table II · derivative / convertible security · Conversion / exercise price $23.94 · Expires 2029-02-07 | Direct | 0 |
Reported balance
After 2024-05-03 transaction · row 7
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 7 · 2024-05-03 · Disposition to issuer · Disposed 31,597 · Balance 0 F5: Pursuant to the Merger Agreement, at the effective time of the Merger, each stock appreciation right was converted into a stock appreciation right of Burke & Herbert (each a "Burke & Herbert Replacement SAR"), with adjustments to the number of shares of Burke & Herbert common stock underlying each Burke & Herbert Replacement SAR and the base price of continuing corporation common stock for each Burke & Herbert Replacement SAR adjusted based on the exchange ratio of 0.5043. F1: SAR vests in 5 equal annual installments with the beginning date indicated. |
| Stock-Settled Stock Appreciation RightsSEC Table II · derivative / convertible security · Conversion / exercise price $21.85 · Expires 2031-07-15 | Direct | 0 |
Reported balance
After 2024-05-03 transaction · row 8
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 8 · 2024-05-03 · Disposition to issuer · Disposed 30,967 · Balance 0 F5: Pursuant to the Merger Agreement, at the effective time of the Merger, each stock appreciation right was converted into a stock appreciation right of Burke & Herbert (each a "Burke & Herbert Replacement SAR"), with adjustments to the number of shares of Burke & Herbert common stock underlying each Burke & Herbert Replacement SAR and the base price of continuing corporation common stock for each Burke & Herbert Replacement SAR adjusted based on the exchange ratio of 0.5043. F1: SAR vests in 5 equal annual installments with the beginning date indicated. |
| Stock-Settled Stock Appreciation RightsSEC Table II · derivative / convertible security · Conversion / exercise price $26.37 · Expires 2033-02-09 | Direct | 0 |
Reported balance
After 2024-05-03 transaction · row 9
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 9 · 2024-05-03 · Disposition to issuer · Disposed 29,395 · Balance 0 F5: Pursuant to the Merger Agreement, at the effective time of the Merger, each stock appreciation right was converted into a stock appreciation right of Burke & Herbert (each a "Burke & Herbert Replacement SAR"), with adjustments to the number of shares of Burke & Herbert common stock underlying each Burke & Herbert Replacement SAR and the base price of continuing corporation common stock for each Burke & Herbert Replacement SAR adjusted based on the exchange ratio of 0.5043. F1: SAR vests in 5 equal annual installments with the beginning date indicated. |
Filing footnotes · ownership attribution and instrument terms
F1: SAR vests in 5 equal annual installments with the beginning date indicated.
F2: The information reported herein is based on a plan statement dated 12/31/2022 received in April 2023
F3: Between January 1, 2023 and December 31, 2023, acquired 1,891.3673 shares of Summit Common Stock under the Summit Financial Group, Inc. Employee Stock Ownership Plan.
F4: 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.
F5: Pursuant to the Merger Agreement, at the effective time of the Merger, each stock appreciation right was converted into a stock appreciation right of Burke & Herbert (each a "Burke & Herbert Replacement SAR"), with adjustments to the number of shares of Burke & Herbert common stock underlying each Burke & Herbert Replacement SAR and the base price of continuing corporation common stock for each Burke & Herbert Replacement SAR adjusted based on the exchange ratio of 0.5043.
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 |
|---|---|---|---|---|---|---|
| April 18, 2019 Filed Apr 18, 2019 11:10 UTC | SUMMIT FINANCIAL GROUP, INC. SMMF · Entity 91541 | OtherCommon Stock | 975.024 | $0.00 | $0.00 |
DisclosureSEC source: 0001567619-19-008916 · doc1.xml · nonDerivative · entry 3 MADDY H CHARLES III · CIK 0001186827 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Indirect · By ESOP Disclosed balance after: 34,244.7678 F4 · date: The information reported herein is based on a plan statement dated 12/31/2018 received in April 2019. F5 · kind: Between January 1, 2018 and December 31, 2018, acquired 975.024 shares of Summit Common Stock under the Summit Financial Group, Inc. Employee Stock Ownership Plan. Read SEC document |
| February 07, 2019 Filed Feb 15, 2019 10:28 UTC | SUMMIT FINANCIAL GROUP, INC. SMMF · Entity 91541 | GrantStock-Settled Stock Appreciation Rights · Derivative | 31,597 | $23.94 Strike: $23.94 | $756,432.18 |
DisclosureSEC source: 0001567619-19-004588 · doc1.xml · derivative · entry 7 MADDY H CHARLES III · CIK 0001186827 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 31,597 Underlying: Common Stock · 31,597 shares Expires 2029-02-07 F1 · derivative.exercise_date: Option and/or SAR vests in 5 equal annual installments with the beginning date indicated. Read SEC document |
| December 10, 2018 Filed Dec 12, 2018 15:09 UTC | SUMMIT FINANCIAL GROUP, INC. SMMF · Entity 91541 | Exercise / conversionEmployee Stock Option (Right to Buy) · Derivative | 2,400 | $17.79 Strike: $17.79 | $42,696.00 |
DisclosureSEC source: 0001567619-18-007764 · doc1.xml · derivative · entry 4 MADDY H CHARLES III · CIK 0001186827 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 2,400 shares Expires 2018-12-12 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F2 · derivative.expiration_date: Option expires in 5 equal annual installments with the final date indicated. Read SEC document |
| December 10, 2018 Filed Dec 12, 2018 15:09 UTC | SUMMIT FINANCIAL GROUP, INC. SMMF · Entity 91541 | Exercise / conversionCommon Stock | 2,400 | $17.79 | $42,696.00 |
DisclosureSEC source: 0001567619-18-007764 · doc1.xml · nonDerivative · entry 1 MADDY H CHARLES III · CIK 0001186827 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 41,409.3103 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F3 · balance_after: The reported holdings include stock acquired in dividend reinvestment transactions that are exempt from reporting under Rule 16a-11. Read SEC document |
| April 24, 2018 Filed Apr 24, 2018 16:22 UTC | SUMMIT FINANCIAL GROUP, INC. SMMF · Entity 91541 | OtherCommon Stock | 1,554.7397 | $0.00 | $0.00 |
DisclosureSEC source: 0001140361-18-019377 · doc1.xml · nonDerivative · entry 3 MADDY H CHARLES III · CIK 0001186827 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Indirect · By ESOP Disclosed balance after: 33,269.7438 F3 · date: The information reported herein is based on a plan statement dated 12/31/2017 received in April 2018. F4 · kind: Between January 1, 2017 and December 31, 2017, acquired 1,554.7397 shares of Summit Common Stock under the Summit Financial Group, Inc. Employee Stock Ownership Plan. Read SEC document |
| January 18, 2018 Filed Feb 15, 2018 08:03 UTC | SUMMIT FINANCIAL GROUP, INC. SMMF · Entity 91541 | GiftCommon Stock | 38,850 | $0.00 | $0.00 |
DisclosureSEC source: 0001140361-18-008575 · doc1.xml · nonDerivative · entry 2 MADDY H CHARLES III · CIK 0001186827 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Indirect · By Wife Disclosed balance after: 38,850 F3 · kind: This transaction involved a gift of securities by the reporting person to his wife, who shares reporting person's household. Read SEC document |
| January 18, 2018 Filed Feb 15, 2018 08:03 UTC | SUMMIT FINANCIAL GROUP, INC. SMMF · Entity 91541 | GiftCommon Stock | 38,850 | $0.00 | $0.00 |
DisclosureSEC source: 0001140361-18-008575 · doc1.xml · nonDerivative · entry 1 MADDY H CHARLES III · CIK 0001186827 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 39,006.8423 F3 · kind: This transaction involved a gift of securities by the reporting person to his wife, who shares reporting person's household. Read SEC document |
| December 15, 2017 Filed Dec 19, 2017 14:25 UTC | SUMMIT FINANCIAL GROUP, INC. SMMF · Entity 91541 | SaleCommon Stock | 1,900 | $27.28 | $51,825.54 |
DisclosureSEC source: 0001140361-17-046680 · doc1.xml · nonDerivative · entry 1 MADDY H CHARLES III · CIK 0001186827 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 77,856.1863 F3 · price: The price reported in Column 4 is an average price. These shares were purchased in multiple transactions at prices ranging from $27.25 to $27.365, inclusive. The reporting person undertakes to provide to Summit Financial Group, Inc., any security holder of Summit Financial Group, Inc. or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the ranges set forth above. Read SEC document |
| December 06, 2017 Filed Dec 8, 2017 16:42 UTC | SUMMIT FINANCIAL GROUP, INC. SMMF · Entity 91541 | Exercise / conversionStock-Settled Stock Appreciation Rights · Derivative | 13,940 | $0.00 Strike: $12.01 | $0.00 |
DisclosureSEC source: 0001140361-17-045484 · doc1.xml · derivative · entry 7 MADDY H CHARLES III · CIK 0001186827 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,910 Underlying: Common Stock · 13,940 shares Expires 2025-04-23 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_date: Option and/or SAR vests in 5 equal annual installments with the beginning date indicated. Read SEC document |
| December 06, 2017 Filed Dec 8, 2017 16:42 UTC | SUMMIT FINANCIAL GROUP, INC. SMMF · Entity 91541 | Disposition to issuerCommon Stock | 6,169 | $27.14 | $167,426.66 |
DisclosureSEC source: 0001140361-17-045484 · doc1.xml · nonDerivative · entry 2 MADDY H CHARLES III · CIK 0001186827 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 79,756.1863 Read SEC document |
| December 06, 2017 Filed Dec 8, 2017 16:42 UTC | SUMMIT FINANCIAL GROUP, INC. SMMF · Entity 91541 | Exercise / conversionCommon Stock | 13,940 | $12.01 | $167,419.40 |
DisclosureSEC source: 0001140361-17-045484 · doc1.xml · nonDerivative · entry 1 MADDY H CHARLES III · CIK 0001186827 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 85,925.1863 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| November 29, 2017 Filed Nov 30, 2017 16:06 UTC | SUMMIT FINANCIAL GROUP, INC. SMMF · Entity 91541 | SaleCommon Stock | 3,473 | $27.25 | $94,639.25 |
DisclosureSEC source: 0001140361-17-044450 · doc1.xml · nonDerivative · entry 2 MADDY H CHARLES III · CIK 0001186827 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 71,985.1863 Read SEC document |
| November 28, 2017 Filed Nov 30, 2017 16:06 UTC | SUMMIT FINANCIAL GROUP, INC. SMMF · Entity 91541 | SaleCommon Stock | 327 | $27.25 | $8,910.75 |
DisclosureSEC source: 0001140361-17-044450 · doc1.xml · nonDerivative · entry 1 MADDY H CHARLES III · CIK 0001186827 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 75,458.1863 Read SEC document |
| November 01, 2017 Filed Nov 3, 2017 15:45 UTC | SUMMIT FINANCIAL GROUP, INC. SMMF · Entity 91541 | Exercise / conversionEmployee Stock Option (Right to Buy) · Derivative | 2,400 | $17.79 Strike: $17.79 | $42,696.00 |
DisclosureSEC source: 0001140361-17-040944 · doc1.xml · derivative · entry 6 MADDY H CHARLES III · CIK 0001186827 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,400 Underlying: Common Stock · 2,400 shares Expires 2018-12-12 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F2 · derivative.expiration_date: Option expires in 5 equal annual installments with the final date indicated. Read SEC document |
| November 01, 2017 Filed Nov 3, 2017 15:45 UTC | SUMMIT FINANCIAL GROUP, INC. SMMF · Entity 91541 | Exercise / conversionEmployee Stock Option (Right to Buy) · Derivative | 1,400 | $9.49 Strike: $9.49 | $13,286.00 |
DisclosureSEC source: 0001140361-17-040944 · doc1.xml · derivative · entry 5 MADDY H CHARLES III · CIK 0001186827 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 1,400 shares Expires 2017-12-06 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F2 · derivative.expiration_date: Option expires in 5 equal annual installments with the final date indicated. Read SEC document |
| November 01, 2017 Filed Nov 3, 2017 15:45 UTC | SUMMIT FINANCIAL GROUP, INC. SMMF · Entity 91541 | Exercise / conversionCommon Stock | 2,400 | $17.79 | $42,696.00 |
DisclosureSEC source: 0001140361-17-040944 · doc1.xml · nonDerivative · entry 2 MADDY H CHARLES III · CIK 0001186827 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 75,785.1863 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F4 · balance_after: The amount beneficially owned at the end of the month changed due to 1.416493 shares acquired through participation in the Company's dividend reinvestment program Read SEC document |
| November 01, 2017 Filed Nov 3, 2017 15:45 UTC | SUMMIT FINANCIAL GROUP, INC. SMMF · Entity 91541 | Exercise / conversionCommon Stock | 1,400 | $9.49 | $13,286.00 |
DisclosureSEC source: 0001140361-17-040944 · doc1.xml · nonDerivative · entry 1 MADDY H CHARLES III · CIK 0001186827 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 73,385.1863 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| March 24, 2017 Filed Mar 24, 2017 14:49 UTC | SUMMIT FINANCIAL GROUP, INC. SMMF · Entity 91541 | OtherCommon Stock | 1,591.2153 | $0.00 | $0.00 |
DisclosureSEC source: 0001140361-17-013188 · doc1.xml · nonDerivative · entry 3 MADDY H CHARLES III · CIK 0001186827 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Indirect · By ESOP Disclosed balance after: 31,715.0041 F4 · date: The information reported herein is based on a plan statement dated 12/31/2016 received in March 2017. F5 · kind: Between January 1, 2016 and December 31, 2016, acquired 1,591.2153 shares of Summit common stock under the Summit Financial Group, Inc. Employee Stock Ownership Plan. Read SEC document |
| February 09, 2017 Filed Mar 24, 2017 14:49 UTC | SUMMIT FINANCIAL GROUP, INC. SMMF · Entity 91541 | GrantStock-Settled Stock Appreciation Rights · Derivative | 15,668 | $0.00 Strike: $26.01 | $0.00 |
DisclosureSEC source: 0001140361-17-013188 · doc1.xml · derivative · entry 8 MADDY H CHARLES III · CIK 0001186827 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,668 Underlying: Common Stock · 15,668 shares Expires 2027-02-09 F1 · derivative.exercise_date: Option and/or SAR vests in 5 equal annual installments with the beginning date indicated. Read SEC document |
| December 27, 2016 Filed Dec 29, 2016 15:42 UTC | SUMMIT FINANCIAL GROUP, INC. SMMF · Entity 91541 | GiftCommon Stock | 100 | $0.00 | $0.00 |
DisclosureSEC source: 0001140361-16-091060 · doc1.xml · nonDerivative · entry 1 MADDY H CHARLES III · CIK 0001186827 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 68,479.426 F3 · balance_after: Reflects gift of 100 shares by Mr. Maddy and transfer of 51,426 shares previously reported as owned by wife to joint ownership with Mr. Maddy. Read SEC document |
| December 09, 2016 Filed Dec 9, 2016 14:11 UTC | SUMMIT FINANCIAL GROUP, INC. SMMF · Entity 91541 | SaleCommon Stock | 1,000 | $29.10 | $29,100.00 |
DisclosureSEC source: 0001140361-16-089235 · doc1.xml · nonDerivative · entry 3 MADDY H CHARLES III · CIK 0001186827 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Indirect · By Wife Disclosed balance after: 54,929 Read SEC document |
| December 09, 2016 Filed Dec 9, 2016 14:11 UTC | SUMMIT FINANCIAL GROUP, INC. SMMF · Entity 91541 | SaleCommon Stock | 2,400 | $29.10 | $69,840.00 |
DisclosureSEC source: 0001140361-16-089235 · doc1.xml · nonDerivative · entry 2 MADDY H CHARLES III · CIK 0001186827 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,153.426 Read SEC document |
| December 08, 2016 Filed Dec 9, 2016 14:11 UTC | SUMMIT FINANCIAL GROUP, INC. SMMF · Entity 91541 | Exercise / conversionEmployee Stock Option (Right to Buy) · Derivative | 2,400 | $17.79 Strike: $17.79 | $42,696.00 |
DisclosureSEC source: 0001140361-16-089235 · doc1.xml · derivative · entry 6 MADDY H CHARLES III · CIK 0001186827 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,800 Underlying: Common Stock · 2,400 shares Expires 2018-12-12 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F2 · derivative.expiration_date: Option expires in 5 equal annual installments with the final date indicated. Read SEC document |
| December 08, 2016 Filed Dec 9, 2016 14:11 UTC | SUMMIT FINANCIAL GROUP, INC. SMMF · Entity 91541 | Exercise / conversionCommon Stock | 2,400 | $17.79 | $42,696.00 |
DisclosureSEC source: 0001140361-16-089235 · doc1.xml · nonDerivative · entry 1 MADDY H CHARLES III · CIK 0001186827 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,553.426 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| December 07, 2016 Filed Dec 9, 2016 14:11 UTC | SUMMIT FINANCIAL GROUP, INC. SMMF · Entity 91541 | Exercise / conversionEmployee Stock Option (Right to Buy) · Derivative | 2,400 | $25.93 Strike: $25.93 | $62,232.00 |
DisclosureSEC source: 0001140361-16-089235 · doc1.xml · derivative · entry 7 MADDY H CHARLES III · CIK 0001186827 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,200 Underlying: Common Stock · 2,400 shares Expires 2019-12-07 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F2 · derivative.expiration_date: Option expires in 5 equal annual installments with the final date indicated. Read SEC document |
| December 07, 2016 Filed Dec 9, 2016 10:56 UTC | SUMMIT FINANCIAL GROUP, INC. SMMF · Entity 91541 | Exercise / conversionEmployee Stock Option (Right to Buy) · Derivative | 2,400 | $25.93 Strike: $25.93 | $62,232.00 |
DisclosureSEC source: 0001140361-16-089187 · doc1.xml · derivative · entry 7 MADDY H CHARLES III · CIK 0001186827 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,200 Underlying: Common Stock · 2,400 shares Expires 2019-12-07 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F2 · derivative.expiration_date: Option expires in 5 equal annual installments with the final date indicated. Read SEC document |
| December 07, 2016 Filed Dec 9, 2016 10:56 UTC | SUMMIT FINANCIAL GROUP, INC. SMMF · Entity 91541 | SaleCommon Stock | 2,400 | $29.31 | $70,334.40 |
DisclosureSEC source: 0001140361-16-089187 · doc1.xml · nonDerivative · entry 2 MADDY H CHARLES III · CIK 0001186827 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,153.426 Read SEC document |
| December 07, 2016 Filed Dec 9, 2016 10:56 UTC | SUMMIT FINANCIAL GROUP, INC. SMMF · Entity 91541 | Exercise / conversionCommon Stock | 2,400 | $25.93 | $62,232.00 |
DisclosureSEC source: 0001140361-16-089187 · doc1.xml · nonDerivative · entry 1 MADDY H CHARLES III · CIK 0001186827 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,553.426 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| December 02, 2016 Filed Dec 5, 2016 11:34 UTC | SUMMIT FINANCIAL GROUP, INC. SMMF · Entity 91541 | Exercise / conversionEmployee Stock Option (Right to Buy) · Derivative | 1,400 | $9.49 Strike: $9.49 | $13,286.00 |
DisclosureSEC source: 0001140361-16-088751 · doc1.xml · derivative · entry 4 MADDY H CHARLES III · CIK 0001186827 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,400 Underlying: Common Stock · 1,400 shares Expires 2017-12-06 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F2 · derivative.expiration_date: Option expires in 5 equal annual installments with the final date indicated. Read SEC document |
| December 02, 2016 Filed Dec 5, 2016 11:34 UTC | SUMMIT FINANCIAL GROUP, INC. SMMF · Entity 91541 | Exercise / conversionCommon Stock | 1,400 | $9.49 | $13,286.00 |
DisclosureSEC source: 0001140361-16-088751 · doc1.xml · nonDerivative · entry 1 MADDY H CHARLES III · CIK 0001186827 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,153.426 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| October 24, 2016 Filed Oct 25, 2016 11:30 UTC | SUMMIT FINANCIAL GROUP, INC. SMMF · Entity 91541 | Exercise / conversionEmployee Stock Option (Right to Buy) · Derivative | 1,200 | $5.95 Strike: $5.95 | $7,140.00 |
DisclosureSEC source: 0001140361-16-083463 · doc1.xml · derivative · entry 4 MADDY H CHARLES III · CIK 0001186827 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 1,200 shares Expires 2016-10-26 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| October 24, 2016 Filed Oct 25, 2016 11:30 UTC | SUMMIT FINANCIAL GROUP, INC. SMMF · Entity 91541 | Exercise / conversionCommon Stock | 1,200 | $5.95 | $7,140.00 |
DisclosureSEC source: 0001140361-16-083463 · doc1.xml · nonDerivative · entry 1 MADDY H CHARLES III · CIK 0001186827 · Director · President & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,753.426 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F3 · balance_after: The amount beneficially owned at the end of the month changed due to shares acquired through participation in the Company's dividend reinvestment program as follows: 0.879930 shares acquired on June 30, 2016 and 0.800210 shares acquired on September 30, 2016. 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.