Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Burke & Herbert Financial Services Corp.BHRB · Entity 4722 | Chief Human Resources Officer | July 29, 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 July 29, 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 | 4,684 |
Reported balance
After 2026-07-29 transaction · row 1
Amendment: may correct only part of an earlier disclosure.
1 source rowRow 1 · 2026-07-29 · Tax withholding · Disposed 2,003 · Balance 4,684 F1: This Form 4/A is being filed to amend the Form 4 filed on July 30, 2026 to correct the number of shares of Common Stock issued upon settlement of stock-settled SARs exercised on July 29, 2026. The original filing used an estimated tax withholding amount to calculate the number of shares deliverable upon settlement; following final calculation of taxes on the exercise date, the number of shares withheld was adjusted from 2,002 shares to 2,003 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 July 30, 2026 to correct the number of shares of Common Stock issued upon settlement of stock-settled SARs exercised on July 29, 2026. The original filing used an estimated tax withholding amount to calculate the number of shares deliverable upon settlement; following final calculation of taxes on the exercise date, the number of shares withheld was adjusted from 2,002 shares to 2,003 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 | 12,145.0985 |
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 699.3585 · Balance 12,145.0985 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 699.3585 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 12,145.0985 · 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 3,005 · 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 $26.01 · Expires 2027-02-09 | Direct | 0 |
Reported balance
After 2024-05-03 transaction · row 4
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 4 · 2024-05-03 · Disposition to issuer · Disposed 2,536 · 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 5
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 5 · 2024-05-03 · Disposition to issuer · Disposed 5,430 · 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 6
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 6 · 2024-05-03 · Disposition to issuer · Disposed 5,625 · 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 7
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 7 · 2024-05-03 · Disposition to issuer · Disposed 5,591 · 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 699.3585 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 |
|---|---|---|---|---|---|---|
| July 29, 2026 Filed Jul 30, 2026 20:09 UTC | Burke & Herbert Financial Services Corp. BHRB · Entity 4722 | Exercise / conversionStock Settled Appreciation Rights · Derivative | 2,836 | $0.00 Strike: $43.33 | $0.00 |
DisclosureSEC source: 0001864438-26-000008 · wk-form4_1785442182.xml · derivative · entry 4 Freeman Danyl R · CIK 0001864438 · Chief Human Resources Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 2,836 shares Expires 2031-07-15 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 |
| July 29, 2026 Filed Jul 30, 2026 20:09 UTC | Burke & Herbert Financial Services Corp. BHRB · Entity 4722 | Tax withholdingCommon Stock | 2,002 | $74.08 | $148,308.16 |
DisclosureSEC source: 0001864438-26-000008 · wk-form4_1785442182.xml · nonDerivative · entry 2 Freeman Danyl R · CIK 0001864438 · Chief Human Resources Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,685 Read SEC document |
| July 29, 2026 Filed Jul 30, 2026 20:09 UTC | Burke & Herbert Financial Services Corp. BHRB · Entity 4722 | Exercise / conversionCommon Stock | 2,836 | $43.33 | $122,883.88 |
DisclosureSEC source: 0001864438-26-000008 · wk-form4_1785442182.xml · nonDerivative · entry 1 Freeman Danyl R · CIK 0001864438 · Chief Human Resources Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 6,687 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 |
| July 29, 2026 Filed Aug 12, 2026 17:33 UTC Amendment | Burke & Herbert Financial Services Corp. BHRB · Entity 4722 | Tax withholdingCommon Stock | 2,003 | $74.08 | $148,382.24 |
DisclosureSEC source: 0001864438-26-000010 · wk-form4a_1786556008.xml · nonDerivative · entry 1 Freeman Danyl R · CIK 0001864438 · Chief Human Resources Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,684 F1 · shares: This Form 4/A is being filed to amend the Form 4 filed on July 30, 2026 to correct the number of shares of Common Stock issued upon settlement of stock-settled SARs exercised on July 29, 2026. The original filing used an estimated tax withholding amount to calculate the number of shares deliverable upon settlement; following final calculation of taxes on the exercise date, the number of shares withheld was adjusted from 2,002 shares to 2,003 shares. This amendment restates the affected line item in Table I accordingly. Read SEC document |
| May 03, 2026 Filed May 4, 2026 20:24 UTC | Burke & Herbert Financial Services Corp. BHRB · Entity 4722 | Tax withholdingCommon Stock | 202 | $64.64 | $13,057.28 |
DisclosureSEC source: 0001864438-26-000006 · wk-form4_1777926254.xml · nonDerivative · entry 1 Freeman Danyl R · CIK 0001864438 · Chief Human Resources Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,851 Read SEC document |
| January 22, 2026 Filed Jan 23, 2026 15:24 UTC | Burke & Herbert Financial Services Corp. BHRB · Entity 4722 | GrantCommon Stock | 704 | $0.00 | $0.00 |
DisclosureSEC source: 0001864438-26-000002 · wk-form4_1769181838.xml · nonDerivative · entry 1 Freeman Danyl R · CIK 0001864438 · Chief Human Resources Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,153 F1 · shares: The reporting person received an award of 704 performance-based restricted stock units ("PRSUs") under the Burke & Herbert Bank 2024 - 2025 Merger Incentive Plan adopted May 1, 2024. The award will vest in three annual installments beginning on May 3, 2026, subject to the reporting person's continued employment through each applicable vesting date. Each vested PRSU will be settled in share of Burke & Herbert Financial Services Corp. common stock within 60 days of the vested date. Read SEC document |
| January 22, 2026 Filed Feb 19, 2026 19:25 UTC | Burke & Herbert Financial Services Corp. BHRB · Entity 4722 | GrantCommon Stock | 900 | $0.00 | $0.00 |
DisclosureSEC source: 0001864438-26-000004 · wk-form4_1771529119.xml · nonDerivative · entry 1 Freeman Danyl R · CIK 0001864438 · Chief Human Resources Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,053 F1 · shares: The reporting person received an award of 900 time-based restricted stock units (RSUs). The award will vest in three equal annual installments subject to the reporting person's continued employment through each applicable vesting date. Each RSU will be settled in a share of Burke & Herbert Financial Services Corp. common stock. Read SEC document |
| May 03, 2025 Filed May 6, 2025 17:32 UTC | Burke & Herbert Financial Services Corp. BHRB · Entity 4722 | Tax withholdingCommon Stock | 122 | $57.39 | $7,001.58 |
DisclosureSEC source: 0001964333-25-000174 · wk-form4_1746552751.xml · nonDerivative · entry 1 Freeman Danyl R · CIK 0001864438 · Chief Human Resources Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,449 Read SEC document |
| January 23, 2025 Filed Jan 27, 2025 21:20 UTC | Burke & Herbert Financial Services Corp. BHRB · Entity 4722 | GrantCommon Stock | 1,056 | $0.00 | $0.00 |
DisclosureSEC source: 0001964333-25-000035 · wk-form4_1738012799.xml · nonDerivative · entry 1 Freeman Danyl R · CIK 0001864438 · Chief Human Resources Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,571 F1 · shares: The reporting person received an award of 1,056 performance-based restricted stock units ("PRSUs") under the Burke & Herbert Bank 2024 - 2025 Merger Incentive Plan adopted May 1, 2024. The award will vest in three annual installments beginning on May 3, 2025, subject to the reporting person's continued employment through each applicable vesting date. Each vested PRSU will be settled in a share of Burke & Herbert Financial Services Corp. common stock within 60 days of the vested date. Read SEC document |
| May 03, 2024 Filed May 3, 2024 12:16 UTC | SUMMIT FINANCIAL GROUP, INC. SMMF · Entity 91541 | Disposition to issuerStock Settled Stock Appreciation Rights · Derivative | 5,591 | Not disclosed Strike: $26.37 | Not disclosed |
DisclosureSEC source: 0001437749-24-014562 · rdgdoc.xml · derivative · entry 7 Freeman Danyl R · CIK 0001864438 · EVP & Chief Human Resources Of 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 5,591 shares Expires 2033-02-09 F5 · price: 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 · derivative.exercise_date: SAR vests in 5 equal annual installments with the beginning date indicated. Read SEC document |
| May 03, 2024 Filed May 3, 2024 12:16 UTC | SUMMIT FINANCIAL GROUP, INC. SMMF · Entity 91541 | Disposition to issuerStock Settled Stock Appreciation Rights · Derivative | 5,625 | Not disclosed Strike: $21.85 | Not disclosed |
DisclosureSEC source: 0001437749-24-014562 · rdgdoc.xml · derivative · entry 6 Freeman Danyl R · CIK 0001864438 · EVP & Chief Human Resources Of 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 5,625 shares Expires 2031-07-15 F5 · price: 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 · derivative.exercise_date: SAR vests in 5 equal annual installments with the beginning date indicated. Read SEC document |
| May 03, 2024 Filed May 3, 2024 12:16 UTC | SUMMIT FINANCIAL GROUP, INC. SMMF · Entity 91541 | Disposition to issuerStock Settled Stock Appreciation Rights · Derivative | 5,430 | Not disclosed Strike: $23.94 | Not disclosed |
DisclosureSEC source: 0001437749-24-014562 · rdgdoc.xml · derivative · entry 5 Freeman Danyl R · CIK 0001864438 · EVP & Chief Human Resources Of 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 5,430 shares Expires 2029-02-07 F5 · price: 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 · derivative.exercise_date: SAR vests in 5 equal annual installments with the beginning date indicated. Read SEC document |
| May 03, 2024 Filed May 3, 2024 12:16 UTC | SUMMIT FINANCIAL GROUP, INC. SMMF · Entity 91541 | Disposition to issuerStock Settled Stock Appreciation Rights · Derivative | 2,536 | Not disclosed Strike: $26.01 | Not disclosed |
DisclosureSEC source: 0001437749-24-014562 · rdgdoc.xml · derivative · entry 4 Freeman Danyl R · CIK 0001864438 · EVP & Chief Human Resources Of 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 2,536 shares Expires 2027-02-09 F5 · price: 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 · derivative.exercise_date: SAR vests in 5 equal annual installments with the beginning date indicated. Read SEC document |
| May 03, 2024 Filed May 3, 2024 12:16 UTC | SUMMIT FINANCIAL GROUP, INC. SMMF · Entity 91541 | Disposition to issuerCommon Stock | 3,005 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001437749-24-014562 · rdgdoc.xml · nonDerivative · entry 3 Freeman Danyl R · CIK 0001864438 · EVP & Chief Human Resources Of 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 F4 · 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 | 12,145.0985 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001437749-24-014562 · rdgdoc.xml · nonDerivative · entry 2 Freeman Danyl R · CIK 0001864438 · EVP & Chief Human Resources Of 10b5-1 filing: No plan indicated Ownership: Indirect · by ESOP Disclosed balance after: 0 F4 · 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 | OtherCommon Stock | 699.3585 | $0.00 | $0.00 |
DisclosureSEC source: 0001437749-24-014562 · rdgdoc.xml · nonDerivative · entry 1 Freeman Danyl R · CIK 0001864438 · EVP & Chief Human Resources Of 10b5-1 filing: No plan indicated Ownership: Indirect · by ESOP Disclosed balance after: 12,145.0985 F2 · date: The information reported herein is based on a plan statement dated 12/31/2022 received in April 2023 F3 · shares: Between January 1, 2023 and December 31, 2023, acquired 699.3585 shares of Summit Common Stock under the Summit Financial Group, Inc. Employee Stock Ownership Plan. Read SEC document |
| May 03, 2024 Filed May 6, 2024 20:42 UTC | Burke & Herbert Financial Services Corp. BHRB · Entity 4722 | GrantStock Settled Appreciation Rights · Derivative | 2,819 | $52.29 Strike: $52.29 | $147,405.51 |
DisclosureSEC source: 0001964333-24-000206 · wk-form4_1715028144.xml · derivative · entry 6 Freeman Danyl R · CIK 0001864438 · Chief Human Resources Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,819 Underlying: Common Stock · 2,819 shares Expires 2033-02-09 F3 · derivative.exercise_date: Represents stock appreciation rights ("SARs") that were converted from Summit SARs into Burke & Herbert SARs pursuant to the Merger Agreement. Read SEC document |
| May 03, 2024 Filed May 6, 2024 20:42 UTC | Burke & Herbert Financial Services Corp. BHRB · Entity 4722 | GrantStock Settled Appreciation Rights · Derivative | 2,836 | $43.33 Strike: $43.33 | $122,883.88 |
DisclosureSEC source: 0001964333-24-000206 · wk-form4_1715028144.xml · derivative · entry 5 Freeman Danyl R · CIK 0001864438 · Chief Human Resources Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,836 Underlying: Common Stock · 2,836 shares Expires 2031-07-15 F3 · derivative.exercise_date: Represents stock appreciation rights ("SARs") that were converted from Summit SARs into Burke & Herbert SARs pursuant to the Merger Agreement. Read SEC document |
| May 03, 2024 Filed May 6, 2024 20:42 UTC | Burke & Herbert Financial Services Corp. BHRB · Entity 4722 | GrantStock Settled Appreciation Rights · Derivative | 2,738 | $47.47 Strike: $47.47 | $129,972.86 |
DisclosureSEC source: 0001964333-24-000206 · wk-form4_1715028144.xml · derivative · entry 4 Freeman Danyl R · CIK 0001864438 · Chief Human Resources Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,738 Underlying: Common Stock · 2,738 shares Expires 2029-02-07 F3 · derivative.exercise_date: Represents stock appreciation rights ("SARs") that were converted from Summit SARs into Burke & Herbert SARs pursuant to the Merger Agreement. Read SEC document |
| May 03, 2024 Filed May 6, 2024 20:42 UTC | Burke & Herbert Financial Services Corp. BHRB · Entity 4722 | GrantStock Settled Appreciation Rights · Derivative | 1,278 | $51.58 Strike: $51.58 | $65,919.24 |
DisclosureSEC source: 0001964333-24-000206 · wk-form4_1715028144.xml · derivative · entry 3 Freeman Danyl R · CIK 0001864438 · Chief Human Resources Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,278 Underlying: Common Stock · 1,278 shares Expires 2027-02-09 F3 · derivative.exercise_date: Represents stock appreciation rights ("SARs") that were converted from Summit SARs into Burke & Herbert SARs pursuant to the Merger Agreement. Read SEC document |
| May 03, 2024 Filed May 6, 2024 20:42 UTC | Burke & Herbert Financial Services Corp. BHRB · Entity 4722 | GrantCommon Stock | 6,124 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001964333-24-000206 · wk-form4_1715028144.xml · nonDerivative · entry 2 Freeman Danyl R · CIK 0001864438 · Chief Human Resources Officer 10b5-1 filing: No plan indicated Ownership: Indirect · By ESOP Trust Disclosed balance after: 6,124 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. F2 · ownership.nature: The Summit ESOP was terminated pursuant to the Merger Agreement. Read SEC document |
| May 03, 2024 Filed May 6, 2024 20:42 UTC | Burke & Herbert Financial Services Corp. BHRB · Entity 4722 | GrantCommon Stock | 1,515 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001964333-24-000206 · wk-form4_1715028144.xml · nonDerivative · entry 1 Freeman Danyl R · CIK 0001864438 · Chief Human Resources Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,515 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 |
| April 14, 2023 Filed Apr 14, 2023 10:33 UTC | SUMMIT FINANCIAL GROUP, INC. SMMF · Entity 91541 | OtherCommon Stock | 742.0397 | $0.00 | $0.00 |
DisclosureSEC source: 0001437749-23-010247 · rdgdoc.xml · nonDerivative · entry 2 Freeman Danyl R · CIK 0001864438 · EVP & Chief Human Resources Of 10b5-1 filing: No plan indicated Ownership: Indirect · by ESOP Disclosed balance after: 11,445.74 F2 · date: The information reported herein is based on a plan statement dated 12/31/2022 received in April 2023 F3 · kind: Between January 1, 2022 and December 31, 2022, acquired 742.0397 shares of Summit Common Stock under the Summit Financial Group, Inc. Employee Stock Ownership Plan. Read SEC document |
| February 09, 2023 Filed Feb 10, 2023 13:53 UTC | SUMMIT FINANCIAL GROUP, INC. SMMF · Entity 91541 | GrantStock Settled Stock Appreciation Rights · Derivative | 5,591 | $26.37 Strike: $26.37 | $147,434.67 |
DisclosureSEC source: 0001567619-23-002275 · doc1.xml · derivative · entry 6 Freeman Danyl R · CIK 0001864438 · EVP & Chief Human Resources Of 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,591 Underlying: Common Stock · 5,591 shares Expires 2033-02-09 F1 · derivative.exercise_date: SAR vests in 5 equal annual installments with the beginning date indicated. Read SEC document |
| May 20, 2022 Filed May 23, 2022 15:42 UTC | SUMMIT FINANCIAL GROUP, INC. SMMF · Entity 91541 | OtherCommon Stock | 931.354 | $0.00 | $0.00 |
DisclosureSEC source: 0001567619-22-011502 · doc1.xml · nonDerivative · entry 2 Freeman Danyl R · CIK 0001864438 · EVP & Chief Human Resources Of 10b5-1 filing: Not disclosed Ownership: Indirect · By ESOP Disclosed balance after: 10,703.7003 F2 · date: The information reported herein is based on a plan statement dated 12/31/2021 received in May 2022. F3 · kind: Between January 1, 2021 and December 31, 2021, acquired 931.3540 of Summit Common Stock under the Summit Financial Group, Inc. Employee Stock Ownership Plan. Read SEC document |
| July 15, 2021 Filed Jul 15, 2021 16:23 UTC | SUMMIT FINANCIAL GROUP, INC. SMMF · Entity 91541 | GrantStock Settled Stock Appreciation Rights · Derivative | 5,625 | $21.85 Strike: $21.85 | $122,906.25 |
DisclosureSEC source: 0001567619-21-013492 · doc1.xml · derivative · entry 5 Freeman Danyl R · CIK 0001864438 · EVP & Chief Human Resources Of 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,625 Underlying: Common Stock · 5,625 shares Expires 2031-07-15 F1 · derivative.exercise_date: Option and/or SAR vests in 5 equal annual installments with the beginning date indicated. 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.