Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Burke & Herbert Financial Services Corp.BHRB · Entity 4722 | EVP, Balance Sheet Strategy | July 30, 2026 | August 03, 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 30, 2026 · Filed August 03, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 58,064 |
Ending reported balance
After 2026-07-30 transaction · row 3
3 source rows · reconciled sequenceRow 1 · 2026-07-30 · Exercise / conversion · Acquired 8,684 · Balance 62,542 Row 2 · 2026-07-30 · Exercise / conversion · Acquired 8,436 · Balance 70,978 Row 3 · 2026-07-30 · Tax withholding · Disposed 12,914 · Balance 58,064 |
| Stock Settled Appreciation RightsSEC Table II · derivative / convertible security · Conversion / exercise price $43.33 · Expires 2031-07-15 | Direct | 0 |
Reported balance
After 2026-07-30 transaction · row 5
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 5 · 2026-07-30 · Exercise / conversion · Disposed 8,684 · Balance 0 |
| Stock Settled Appreciation RightsSEC Table II · derivative / convertible security · Conversion / exercise price $52.29 · Expires 2033-02-09 | Direct | 0 |
Reported balance
After 2026-07-30 transaction · row 6
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 6 · 2026-07-30 · Exercise / conversion · Disposed 8,436 · Balance 0 |
| Common StockSEC Table I · non-derivative | IndirectBy Spouse | 373 |
Reported balance
Holding disclosure · report date 2026-07-30 · row 4
Holding and transaction disclosures are not merged.
1 source rowRow 4 · Balance 373 |
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 | 19,562.5245 |
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 1,152.0545 · Balance 19,562.5245 F2: The information reported herein is based on a plan statement dated 12/31/2022 received in April 2023 F3: Between January 1, 2022 and December 31, 2022, acquired 1,152.0545 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 19,562.5245 · 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 59,997 · 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 Spouse | 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 740 · 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 10,768.2 · 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 8,151 · 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 17,052 · 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 17,221 · 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 16,730 · 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, 2022 and December 31, 2022, acquired 1,152.0545 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 30, 2026 Filed Aug 3, 2026 16:29 UTC | Burke & Herbert Financial Services Corp. BHRB · Entity 4722 | Exercise / conversionStock Settled Appreciation Rights · Derivative | 8,436 | $0.00 Strike: $52.29 | $0.00 |
DisclosureSEC source: 0001186836-26-000011 · wk-form4_1785774589.xml · derivative · entry 6 TISSUE ROBERT S · CIK 0001186836 · EVP, Balance Sheet Strategy 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 8,436 shares Expires 2033-02-09 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 30, 2026 Filed Aug 3, 2026 16:29 UTC | Burke & Herbert Financial Services Corp. BHRB · Entity 4722 | Exercise / conversionStock Settled Appreciation Rights · Derivative | 8,684 | $0.00 Strike: $43.33 | $0.00 |
DisclosureSEC source: 0001186836-26-000011 · wk-form4_1785774589.xml · derivative · entry 5 TISSUE ROBERT S · CIK 0001186836 · EVP, Balance Sheet Strategy 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 8,684 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 30, 2026 Filed Aug 3, 2026 16:29 UTC | Burke & Herbert Financial Services Corp. BHRB · Entity 4722 | Tax withholdingCommon Stock | 12,914 | $73.63 | $950,857.82 |
DisclosureSEC source: 0001186836-26-000011 · wk-form4_1785774589.xml · nonDerivative · entry 3 TISSUE ROBERT S · CIK 0001186836 · EVP, Balance Sheet Strategy 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 58,064 Read SEC document |
| July 30, 2026 Filed Aug 3, 2026 16:29 UTC | Burke & Herbert Financial Services Corp. BHRB · Entity 4722 | Exercise / conversionCommon Stock | 8,436 | $52.29 | $441,118.44 |
DisclosureSEC source: 0001186836-26-000011 · wk-form4_1785774589.xml · nonDerivative · entry 2 TISSUE ROBERT S · CIK 0001186836 · EVP, Balance Sheet Strategy 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 70,978 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 30, 2026 Filed Aug 3, 2026 16:29 UTC | Burke & Herbert Financial Services Corp. BHRB · Entity 4722 | Exercise / conversionCommon Stock | 8,684 | $43.33 | $376,277.72 |
DisclosureSEC source: 0001186836-26-000011 · wk-form4_1785774589.xml · nonDerivative · entry 1 TISSUE ROBERT S · CIK 0001186836 · EVP, Balance Sheet Strategy 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 62,542 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 17, 2026 Filed Jul 20, 2026 19:50 UTC | Burke & Herbert Financial Services Corp. BHRB · Entity 4722 | Exercise / conversionStock Settled Appreciation Rights · Derivative | 4,110 | $0.00 Strike: $51.58 | $0.00 |
DisclosureSEC source: 0001186836-26-000008 · wk-form4_1784577022.xml · derivative · entry 6 TISSUE ROBERT S · CIK 0001186836 · EVP, Financial Strategy 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 4,110 shares Expires 2027-02-09 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 17, 2026 Filed Jul 20, 2026 19:50 UTC | Burke & Herbert Financial Services Corp. BHRB · Entity 4722 | Exercise / conversionStock Settled Appreciation Rights · Derivative | 8,599 | $0.00 Strike: $47.47 | $0.00 |
DisclosureSEC source: 0001186836-26-000008 · wk-form4_1784577022.xml · derivative · entry 5 TISSUE ROBERT S · CIK 0001186836 · EVP, Financial Strategy 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 8,599 shares Expires 2029-02-07 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. Read SEC document |
| July 17, 2026 Filed Jul 20, 2026 19:50 UTC | Burke & Herbert Financial Services Corp. BHRB · Entity 4722 | Tax withholdingCommon Stock | 9,777 | $72.85 | $712,254.45 |
DisclosureSEC source: 0001186836-26-000008 · wk-form4_1784577022.xml · nonDerivative · entry 3 TISSUE ROBERT S · CIK 0001186836 · EVP, Financial Strategy 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 53,858 Read SEC document |
| July 17, 2026 Filed Jul 20, 2026 19:50 UTC | Burke & Herbert Financial Services Corp. BHRB · Entity 4722 | Exercise / conversionCommon Stock | 4,110 | $51.58 | $211,993.80 |
DisclosureSEC source: 0001186836-26-000008 · wk-form4_1784577022.xml · nonDerivative · entry 2 TISSUE ROBERT S · CIK 0001186836 · EVP, Financial Strategy 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 63,635 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 17, 2026 Filed Jul 20, 2026 19:50 UTC | Burke & Herbert Financial Services Corp. BHRB · Entity 4722 | Exercise / conversionCommon Stock | 8,599 | $47.47 | $408,194.53 |
DisclosureSEC source: 0001186836-26-000008 · wk-form4_1784577022.xml · nonDerivative · entry 1 TISSUE ROBERT S · CIK 0001186836 · EVP, Financial Strategy 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 59,525 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 |
| May 03, 2026 Filed May 4, 2026 20:23 UTC | Burke & Herbert Financial Services Corp. BHRB · Entity 4722 | Tax withholdingCommon Stock | 1,364 | $64.64 | $88,168.96 |
DisclosureSEC source: 0001186836-26-000006 · wk-form4_1777926230.xml · nonDerivative · entry 1 TISSUE ROBERT S · CIK 0001186836 · EVP, Financial Strategy 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 50,926 Read SEC document |
| January 22, 2026 Filed Jan 23, 2026 15:24 UTC | Burke & Herbert Financial Services Corp. BHRB · Entity 4722 | GrantCommon Stock | 3,080 | $0.00 | $0.00 |
DisclosureSEC source: 0001186836-26-000002 · wk-form4_1769181877.xml · nonDerivative · entry 1 TISSUE ROBERT S · CIK 0001186836 · EVP, Financial Strategy 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 50,740 F1 · shares: The reporting person received an award of 3,080 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 19:24 UTC | Burke & Herbert Financial Services Corp. BHRB · Entity 4722 | GrantCommon Stock | 1,550 | $0.00 | $0.00 |
DisclosureSEC source: 0001186836-26-000004 · wk-form4_1771529096.xml · nonDerivative · entry 1 TISSUE ROBERT S · CIK 0001186836 · EVP, Financial Strategy 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 52,290 F1 · shares: The reporting person received an award of 1,550 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 | 464 | $57.39 | $26,628.96 |
DisclosureSEC source: 0001964333-25-000172 · wk-form4_1746552729.xml · nonDerivative · entry 1 TISSUE ROBERT S · CIK 0001186836 · EVP, Financial Strategy 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 47,660 Read SEC document |
| January 23, 2025 Filed Jan 27, 2025 21:19 UTC | Burke & Herbert Financial Services Corp. BHRB · Entity 4722 | GrantCommon Stock | 4,620 | $0.00 | $0.00 |
DisclosureSEC source: 0001964333-25-000034 · wk-form4_1738012785.xml · nonDerivative · entry 1 TISSUE ROBERT S · CIK 0001186836 · EVP, Financial Strategy 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 38,275 F1 · shares: The reporting person received an award of 4,620 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 |
| July 24, 2024 Filed Jul 25, 2024 20:39 UTC | Burke & Herbert Financial Services Corp. BHRB · Entity 4722 | Exercise / conversionStock Settled Appreciation Rights · Derivative | 5,430 | $0.00 Strike: $23.82 | $0.00 |
DisclosureSEC source: 0001964333-24-000302 · wk-form4_1721939934.xml · derivative · entry 5 TISSUE ROBERT S · CIK 0001186836 · EVP, Financial Strategy 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 5,430 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. Read SEC document |
| July 24, 2024 Filed Jul 25, 2024 20:39 UTC | Burke & Herbert Financial Services Corp. BHRB · Entity 4722 | Disposition to issuerCommon Stock | 2,029 | $63.75 | $129,348.75 |
DisclosureSEC source: 0001964333-24-000302 · wk-form4_1721939934.xml · nonDerivative · entry 2 TISSUE ROBERT S · CIK 0001186836 · EVP, Financial Strategy 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 33,655 Read SEC document |
| July 24, 2024 Filed Jul 25, 2024 20:39 UTC | Burke & Herbert Financial Services Corp. BHRB · Entity 4722 | Exercise / conversionCommon Stock | 5,430 | $23.82 | $129,342.60 |
DisclosureSEC source: 0001964333-24-000302 · wk-form4_1721939934.xml · nonDerivative · entry 1 TISSUE ROBERT S · CIK 0001186836 · EVP, Financial Strategy 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 35,684 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 |
| May 03, 2024 Filed May 3, 2024 12:08 UTC | SUMMIT FINANCIAL GROUP, INC. SMMF · Entity 91541 | Disposition to issuerStock-Settled Stock Appreciation Rights · Derivative | 16,730 | Not disclosed Strike: $26.37 | Not disclosed |
DisclosureSEC source: 0001437749-24-014545 · rdgdoc.xml · derivative · entry 9 TISSUE ROBERT S · CIK 0001186836 · Senior VP & CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 16,730 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 12:08 UTC | SUMMIT FINANCIAL GROUP, INC. SMMF · Entity 91541 | Disposition to issuerStock-Settled Stock Appreciation Rights · Derivative | 17,221 | Not disclosed Strike: $21.85 | Not disclosed |
DisclosureSEC source: 0001437749-24-014545 · rdgdoc.xml · derivative · entry 8 TISSUE ROBERT S · CIK 0001186836 · Senior VP & CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 17,221 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 12:08 UTC | SUMMIT FINANCIAL GROUP, INC. SMMF · Entity 91541 | Disposition to issuerStock-Settled Stock Appreciation Rights · Derivative | 17,052 | Not disclosed Strike: $23.94 | Not disclosed |
DisclosureSEC source: 0001437749-24-014545 · rdgdoc.xml · derivative · entry 7 TISSUE ROBERT S · CIK 0001186836 · Senior VP & CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 17,052 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 12:08 UTC | SUMMIT FINANCIAL GROUP, INC. SMMF · Entity 91541 | Disposition to issuerStock-Settled Stock Appreciation Rights · Derivative | 8,151 | Not disclosed Strike: $26.01 | Not disclosed |
DisclosureSEC source: 0001437749-24-014545 · rdgdoc.xml · derivative · entry 6 TISSUE ROBERT S · CIK 0001186836 · Senior VP & CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 8,151 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 12:08 UTC | SUMMIT FINANCIAL GROUP, INC. SMMF · Entity 91541 | Disposition to issuerStock-Settled Stock Appreciation Rights · Derivative | 10,768.2 | Not disclosed Strike: $12.01 | Not disclosed |
DisclosureSEC source: 0001437749-24-014545 · rdgdoc.xml · derivative · entry 5 TISSUE ROBERT S · CIK 0001186836 · Senior VP & CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 10,768.2 shares Expires 2025-04-23 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 12:08 UTC | SUMMIT FINANCIAL GROUP, INC. SMMF · Entity 91541 | Disposition to issuerCommon Stock | 740 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001437749-24-014545 · rdgdoc.xml · nonDerivative · entry 4 TISSUE ROBERT S · CIK 0001186836 · Senior VP & CFO 10b5-1 filing: No plan indicated Ownership: Indirect · By Spouse 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 12:08 UTC | SUMMIT FINANCIAL GROUP, INC. SMMF · Entity 91541 | Disposition to issuerCommon Stock | 59,997 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001437749-24-014545 · rdgdoc.xml · nonDerivative · entry 3 TISSUE ROBERT S · CIK 0001186836 · Senior VP & CFO 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 12:08 UTC | SUMMIT FINANCIAL GROUP, INC. SMMF · Entity 91541 | Disposition to issuerCommon Stock | 19,562.5245 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001437749-24-014545 · rdgdoc.xml · nonDerivative · entry 2 TISSUE ROBERT S · CIK 0001186836 · Senior VP & CFO 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 12:08 UTC | SUMMIT FINANCIAL GROUP, INC. SMMF · Entity 91541 | OtherCommon Stock | 1,152.0545 | $0.00 | $0.00 |
DisclosureSEC source: 0001437749-24-014545 · rdgdoc.xml · nonDerivative · entry 1 TISSUE ROBERT S · CIK 0001186836 · Senior VP & CFO 10b5-1 filing: No plan indicated Ownership: Indirect · By ESOP Disclosed balance after: 19,562.5245 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, 2022 and December 31, 2022, acquired 1,152.0545 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 20:41 UTC | Burke & Herbert Financial Services Corp. BHRB · Entity 4722 | GrantStock Settled Appreciation Rights · Derivative | 8,436 | $52.29 Strike: $52.29 | $441,118.44 |
DisclosureSEC source: 0001964333-24-000204 · wk-form4_1715028085.xml · derivative · entry 8 TISSUE ROBERT S · CIK 0001186836 · EVP, Financial Strategy 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 8,436 Underlying: Common Stock · 8,436 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 20:41 UTC | Burke & Herbert Financial Services Corp. BHRB · Entity 4722 | GrantStock Settled Appreciation Rights · Derivative | 8,684 | $43.33 Strike: $43.33 | $376,277.72 |
DisclosureSEC source: 0001964333-24-000204 · wk-form4_1715028085.xml · derivative · entry 7 TISSUE ROBERT S · CIK 0001186836 · EVP, Financial Strategy 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 8,684 Underlying: Common Stock · 8,684 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 20:41 UTC | Burke & Herbert Financial Services Corp. BHRB · Entity 4722 | GrantStock Settled Appreciation Rights · Derivative | 8,599 | $47.47 Strike: $47.47 | $408,194.53 |
DisclosureSEC source: 0001964333-24-000204 · wk-form4_1715028085.xml · derivative · entry 6 TISSUE ROBERT S · CIK 0001186836 · EVP, Financial Strategy 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 8,599 Underlying: Common Stock · 8,599 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 20:41 UTC | Burke & Herbert Financial Services Corp. BHRB · Entity 4722 | GrantStock Settled Appreciation Rights · Derivative | 4,110 | $51.58 Strike: $51.58 | $211,993.80 |
DisclosureSEC source: 0001964333-24-000204 · wk-form4_1715028085.xml · derivative · entry 5 TISSUE ROBERT S · CIK 0001186836 · EVP, Financial Strategy 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,110 Underlying: Common Stock · 4,110 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 20:41 UTC | Burke & Herbert Financial Services Corp. BHRB · Entity 4722 | GrantStock Settled Appreciation Rights · Derivative | 5,430 | $23.82 Strike: $23.82 | $129,342.60 |
DisclosureSEC source: 0001964333-24-000204 · wk-form4_1715028085.xml · derivative · entry 4 TISSUE ROBERT S · CIK 0001186836 · EVP, Financial Strategy 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,430 Underlying: Common Stock · 5,430 shares Expires 2025-04-23 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 20:41 UTC | Burke & Herbert Financial Services Corp. BHRB · Entity 4722 | GrantCommon Stock | 9,865 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001964333-24-000204 · wk-form4_1715028085.xml · nonDerivative · entry 3 TISSUE ROBERT S · CIK 0001186836 · EVP, Financial Strategy 10b5-1 filing: No plan indicated Ownership: Indirect · By ESOP Trust Disclosed balance after: 9,865 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 20:41 UTC | Burke & Herbert Financial Services Corp. BHRB · Entity 4722 | GrantCommon Stock | 373 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001964333-24-000204 · wk-form4_1715028085.xml · nonDerivative · entry 2 TISSUE ROBERT S · CIK 0001186836 · EVP, Financial Strategy 10b5-1 filing: No plan indicated Ownership: Indirect · By Spouse Disclosed balance after: 373 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 20:41 UTC | Burke & Herbert Financial Services Corp. BHRB · Entity 4722 | GrantCommon Stock | 30,254 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001964333-24-000204 · wk-form4_1715028085.xml · nonDerivative · entry 1 TISSUE ROBERT S · CIK 0001186836 · EVP, Financial Strategy 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 30,254 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 10:20 UTC | SUMMIT FINANCIAL GROUP, INC. SMMF · Entity 91541 | OtherCommon Stock | 1,409.8642 | $0.00 | $0.00 |
DisclosureSEC source: 0001437749-23-010238 · rdgdoc.xml · nonDerivative · entry 3 TISSUE ROBERT S · CIK 0001186836 · Senior VP & CFO 10b5-1 filing: No plan indicated Ownership: Indirect · By ESOP Disclosed balance after: 18,410.47 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, 2022 and December 31, 2022, acquired 1,409.8642 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 13:34 UTC | SUMMIT FINANCIAL GROUP, INC. SMMF · Entity 91541 | GrantStock-Settled Stock Appreciation Rights · Derivative | 16,730 | $26.37 Strike: $26.37 | $441,170.10 |
DisclosureSEC source: 0001567619-23-002260 · doc1.xml · derivative · entry 8 TISSUE ROBERT S · CIK 0001186836 · EVP & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,730 Underlying: Common Stock · 16,730 shares Expires 2033-02-09 F1 · derivative.exercise_date: SAR vests in 5 equal annual installments with the beginning date indicated. Read SEC document |
| February 02, 2023 Filed Feb 2, 2023 15:35 UTC | SUMMIT FINANCIAL GROUP, INC. SMMF · Entity 91541 | PurchaseCommon Stock | 300 | $26.15 | $7,845.00 |
DisclosureSEC source: 0001567619-23-001705 · doc1.xml · nonDerivative · entry 1 TISSUE ROBERT S · CIK 0001186836 · EVP & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 59,997 Read SEC document |
| December 20, 2022 Filed Jan 11, 2023 13:09 UTC | SUMMIT FINANCIAL GROUP, INC. SMMF · Entity 91541 | GiftCommon Stock | 250 | $0.00 | $0.00 |
DisclosureSEC source: 0001567619-23-000791 · doc1.xml · nonDerivative · entry 3 TISSUE ROBERT S · CIK 0001186836 · EX VP & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 59,697 Read SEC document |
| May 20, 2022 Filed May 23, 2022 15:32 UTC | SUMMIT FINANCIAL GROUP, INC. SMMF · Entity 91541 | OtherCommon Stock | 1,727.9572 | $0.00 | $0.00 |
DisclosureSEC source: 0001567619-22-011483 · doc1.xml · nonDerivative · entry 3 TISSUE ROBERT S · CIK 0001186836 · EVP & CFO 10b5-1 filing: Not disclosed Ownership: Indirect · By ESOP Disclosed balance after: 17,000.6058 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 1,727.9572 shares of Summit Common Stock under the Summit Financial Group, Inc. Employee Stock Ownership Plan. Read SEC document |
| December 27, 2021 Filed Dec 28, 2021 09:35 UTC | SUMMIT FINANCIAL GROUP, INC. SMMF · Entity 91541 | GiftCommon Stock | 100 | $0.00 | $0.00 |
DisclosureSEC source: 0001567619-21-022544 · doc1.xml · nonDerivative · entry 1 TISSUE ROBERT S · CIK 0001186836 · EVP & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 59,947 Read SEC document |
| July 15, 2021 Filed Jul 15, 2021 15:46 UTC | SUMMIT FINANCIAL GROUP, INC. SMMF · Entity 91541 | GrantStock-Settled Stock Appreciation Rights · Derivative | 17,221 | $21.85 Strike: $21.85 | $376,278.85 |
DisclosureSEC source: 0001567619-21-013458 · doc1.xml · derivative · entry 7 TISSUE ROBERT S · CIK 0001186836 · EVP & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,221 Underlying: Common Stock · 17,221 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 |
| April 14, 2021 Filed Apr 14, 2021 15:29 UTC | SUMMIT FINANCIAL GROUP, INC. SMMF · Entity 91541 | OtherCommon Stock | 507.1005 | $0.00 | $0.00 |
DisclosureSEC source: 0001567619-21-008035 · doc1.xml · nonDerivative · entry 3 TISSUE ROBERT S · CIK 0001186836 · EVP & CFO 10b5-1 filing: Not disclosed Ownership: Indirect · By ESOP Disclosed balance after: 15,272.6486 F2 · date: The information reported herein is based on a plan statement dated 12/31/2020 received in April 2021. F3 · kind: Between January 1, 2020 and December 31, 2020, acquired 507.1005 shares of Summit Common Stock under the Summit Financial Group, Inc. Employee Stock Ownership Plan. Read SEC document |
| November 06, 2020 Filed Nov 10, 2020 14:49 UTC | SUMMIT FINANCIAL GROUP, INC. SMMF · Entity 91541 | GiftCommon Stock | 500 | $0.00 | $0.00 |
DisclosureSEC source: 0001567619-20-019055 · doc1.xml · nonDerivative · entry 1 TISSUE ROBERT S · CIK 0001186836 · EVP & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 60,047 Read SEC document |
| April 29, 2020 Filed Apr 30, 2020 10:48 UTC | SUMMIT FINANCIAL GROUP, INC. SMMF · Entity 91541 | OtherCommon Stock | 1,037.4911 | $0.00 | $0.00 |
DisclosureSEC source: 0001567619-20-008641 · doc1.xml · nonDerivative · entry 3 TISSUE ROBERT S · CIK 0001186836 · EVP & CFO 10b5-1 filing: Not disclosed Ownership: Indirect · By ESOP Disclosed balance after: 14,765.5481 F2 · date: The information reported herein is based on a plan statement dated 12/31/2019 received in April 2020. F3 · kind: Between January 1, 2019 and December 31, 2019, acquired 1,037.4911 shares of Summit Common Stock under the Summit Financial Group, Inc. Employee Stock Ownership Plan. Read SEC document |
| December 20, 2019 Filed Dec 26, 2019 09:16 UTC | SUMMIT FINANCIAL GROUP, INC. SMMF · Entity 91541 | SaleCommon Stock | 1,000 | $27.27 | $27,270.00 |
DisclosureSEC source: 0001567619-19-023582 · doc1.xml · nonDerivative · entry 2 TISSUE ROBERT S · CIK 0001186836 · Senior VP & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 60,547 Read SEC document |
| December 20, 2019 Filed Dec 26, 2019 09:16 UTC | SUMMIT FINANCIAL GROUP, INC. SMMF · Entity 91541 | SaleCommon Stock | 200 | $27.56 | $5,512.00 |
DisclosureSEC source: 0001567619-19-023582 · doc1.xml · nonDerivative · entry 1 TISSUE ROBERT S · CIK 0001186836 · Senior VP & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 61,547 Read SEC document |
| December 17, 2019 Filed Dec 18, 2019 16:04 UTC | SUMMIT FINANCIAL GROUP, INC. SMMF · Entity 91541 | SaleCommon Stock | 1,500 | $27.44 | $41,160.00 |
DisclosureSEC source: 0001567619-19-023311 · doc1.xml · nonDerivative · entry 2 TISSUE ROBERT S · CIK 0001186836 · Senior VP & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 61,747 Read SEC document |
| December 16, 2019 Filed Dec 18, 2019 16:04 UTC | SUMMIT FINANCIAL GROUP, INC. SMMF · Entity 91541 | SaleCommon Stock | 500 | $27.44 | $13,720.00 |
DisclosureSEC source: 0001567619-19-023311 · doc1.xml · nonDerivative · entry 1 TISSUE ROBERT S · CIK 0001186836 · Senior VP & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 63,247 Read SEC document |
| December 12, 2019 Filed Dec 16, 2019 15:51 UTC | SUMMIT FINANCIAL GROUP, INC. SMMF · Entity 91541 | SaleCommon Stock | 2,039 | $26.87 | $54,787.93 |
DisclosureSEC source: 0001567619-19-023126 · doc1.xml · nonDerivative · entry 1 TISSUE ROBERT S · CIK 0001186836 · Senior VP & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 63,747 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.