Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Burke & Herbert Financial Services Corp.BHRB · Entity 4722 | EVP, Chief Lending Officer | July 16, 2026 | July 20, 2026 |
Disclosed balances
About these balances
Latest available filing per company, not a reconstructed current portfolio. Matching sequences show the last reported balance with all source rows expandable; grouping alone does not establish account ownership. Do not add unresolved positions together. Filings may omit unchanged positions, and amendments may correct only part of an older disclosure. Jointly reported shares are not necessarily this owner's personal holdings.
Burke & Herbert Financial Services Corp.
Report date July 16, 2026 · Filed July 20, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 23,605 |
Ending reported balance
After 2026-07-16 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2026-07-16 · Exercise / conversion · Acquired 2,749 · Balance 25,827 Row 2 · 2026-07-16 · Tax withholding · Disposed 2,222 · Balance 23,605 |
| Stock Settled Appreciation RightsSEC Table II · derivative / convertible security · Conversion / exercise price $51.58 · Expires 2027-02-09 | Direct | 0 |
Reported balance
After 2026-07-16 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2026-07-16 · Exercise / conversion · Disposed 2,749 · Balance 0 |
Past disclosures · reporting ended (1)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
SUMMIT FINANCIAL GROUP, INC.
Report date May 03, 2024 · Filed May 03, 2024
Section 16 reporting ended · disclosed 2024-05-03. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 0 |
Reported balance
After 2024-05-03 transaction · row 1
1 source rowRow 1 · 2024-05-03 · Disposition to issuer · Disposed 21,781 · 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 ESOP | 10,302.5046 |
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 · Other · Acquired 665.7346 · Balance 10,302.5046 F2: The information reported herein is based on a plan statement dated 12/31/2023 received in April 2024 F3: Between January 1, 2023 and December 31, 2023, acquired 665.7346 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 3
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 3 · 2024-05-03 · Disposition to issuer · Disposed 10,302.5046 · Balance 0 F3: Between January 1, 2023 and December 31, 2023, acquired 665.7346 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. |
| 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 4
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 4 · 2024-05-03 · Disposition to issuer · Disposed 17,112 · 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 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 5
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 5 · 2024-05-03 · Disposition to issuer · Disposed 5,452 · 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 beginning date indicated. |
| Stock-Settled Stock Appreciation RightsSEC Table II · derivative / convertible security · Conversion / exercise price $23.94 · 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 11,281 · 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 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 7
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 7 · 2024-05-03 · Disposition to issuer · Disposed 19,033 · 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 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 8
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 8 · 2024-05-03 · Disposition to issuer · Disposed 18,513 · 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 beginning date indicated. |
Filing footnotes · ownership attribution and instrument terms
F1: SAR vests in 5 equal annual installments with beginning date indicated.
F2: The information reported herein is based on a plan statement dated 12/31/2023 received in April 2024
F3: Between January 1, 2023 and December 31, 2023, acquired 665.7346 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 16, 2026 Filed Jul 20, 2026 18:01 UTC | Burke & Herbert Financial Services Corp. BHRB · Entity 4722 | Exercise / conversionStock Settled Appreciation Rights · Derivative | 2,749 | $0.00 Strike: $51.58 | $0.00 |
DisclosureSEC source: 0001538429-26-000008 · wk-form4_1784570514.xml · derivative · entry 3 Ritchie Bradford E · CIK 0001538429 · EVP, Chief Lending Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 2,749 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 16, 2026 Filed Jul 20, 2026 18:01 UTC | Burke & Herbert Financial Services Corp. BHRB · Entity 4722 | Tax withholdingCommon Stock | 2,222 | $70.76 | $157,228.72 |
DisclosureSEC source: 0001538429-26-000008 · wk-form4_1784570514.xml · nonDerivative · entry 2 Ritchie Bradford E · CIK 0001538429 · EVP, Chief Lending Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 23,605 Read SEC document |
| July 16, 2026 Filed Jul 20, 2026 18:01 UTC | Burke & Herbert Financial Services Corp. BHRB · Entity 4722 | Exercise / conversionCommon Stock | 2,749 | $51.58 | $141,793.42 |
DisclosureSEC source: 0001538429-26-000008 · wk-form4_1784570514.xml · nonDerivative · entry 1 Ritchie Bradford E · CIK 0001538429 · EVP, Chief Lending Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 25,827 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 20:24 UTC | Burke & Herbert Financial Services Corp. BHRB · Entity 4722 | Tax withholdingCommon Stock | 659 | $64.64 | $42,597.76 |
DisclosureSEC source: 0001538429-26-000006 · wk-form4_1777926290.xml · nonDerivative · entry 1 Ritchie Bradford E · CIK 0001538429 · EVP, Chief Lending Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 23,078 Read SEC document |
| January 22, 2026 Filed Jan 23, 2026 15:24 UTC | Burke & Herbert Financial Services Corp. BHRB · Entity 4722 | GrantCommon Stock | 2,706 | $0.00 | $0.00 |
DisclosureSEC source: 0001538429-26-000002 · wk-form4_1769181867.xml · nonDerivative · entry 1 Ritchie Bradford E · CIK 0001538429 · EVP, Chief Lending Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 21,947 F1 · shares: The reporting person received an award of 2,706 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 19:26 UTC | Burke & Herbert Financial Services Corp. BHRB · Entity 4722 | GrantCommon Stock | 1,790 | $0.00 | $0.00 |
DisclosureSEC source: 0001538429-26-000004 · wk-form4_1771529163.xml · nonDerivative · entry 1 Ritchie Bradford E · CIK 0001538429 · EVP, Chief Lending Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 23,737 F1 · shares: The reporting person received an award of 1,790 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 | 395 | $57.39 | $22,669.05 |
DisclosureSEC source: 0001964333-25-000173 · wk-form4_1746552740.xml · nonDerivative · entry 1 Ritchie Bradford E · CIK 0001538429 · EVP, Chief Lending Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 19,241 Read SEC document |
| April 22, 2025 Filed Apr 24, 2025 19:05 UTC | Burke & Herbert Financial Services Corp. BHRB · Entity 4722 | Exercise / conversionStock Settled Appreciation Rights · Derivative | 8,629 | $0.00 Strike: $23.82 | $0.00 |
DisclosureSEC source: 0001964333-25-000139 · wk-form4_1745521542.xml · derivative · entry 3 Ritchie Bradford E · CIK 0001538429 · EVP, Chief Lending Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 8,629 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 |
| April 22, 2025 Filed Apr 24, 2025 19:05 UTC | Burke & Herbert Financial Services Corp. BHRB · Entity 4722 | Disposition to issuerCommon Stock | 4,035 | $50.94 | $205,542.90 |
DisclosureSEC source: 0001964333-25-000139 · wk-form4_1745521542.xml · nonDerivative · entry 2 Ritchie Bradford E · CIK 0001538429 · EVP, Chief Lending Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 19,636 Read SEC document |
| April 22, 2025 Filed Apr 24, 2025 19:05 UTC | Burke & Herbert Financial Services Corp. BHRB · Entity 4722 | Exercise / conversionCommon Stock | 8,629 | $23.82 | $205,542.78 |
DisclosureSEC source: 0001964333-25-000139 · wk-form4_1745521542.xml · nonDerivative · entry 1 Ritchie Bradford E · CIK 0001538429 · EVP, Chief Lending Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 23,671 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 |
| January 23, 2025 Filed Jan 27, 2025 21:20 UTC | Burke & Herbert Financial Services Corp. BHRB · Entity 4722 | GrantCommon Stock | 4,059 | $0.00 | $0.00 |
DisclosureSEC source: 0001964333-25-000038 · wk-form4_1738012835.xml · nonDerivative · entry 1 Ritchie Bradford E · CIK 0001538429 · EVP, Chief Lending Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 15,042 F1 · shares: The reporting person received an award of 4,059 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 |
| December 10, 2024 Filed Dec 12, 2024 19:37 UTC | Burke & Herbert Financial Services Corp. BHRB · Entity 4722 | OtherCommon Stock | 5,220 | $70.66 | $368,856.16 |
DisclosureSEC source: 0001964333-24-000388 · wk-form4_1734032215.xml · nonDerivative · entry 1 Ritchie Bradford E · CIK 0001538429 · EVP, Chief Lending Officer 10b5-1 filing: No plan indicated Ownership: Indirect · By ESOP Trust Disclosed balance after: 0 F1 · shares: Reflects an adjustment to include shares inadvertently excluded from the reporting person's prior Form 4. F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $70.50 to $70.80, inclusive. The reporting person undertakes to provide to the issuer, any security holder of the issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the ranges set forth in this footnote. Read SEC document |
| May 03, 2024 Filed May 3, 2024 12:18 UTC | SUMMIT FINANCIAL GROUP, INC. SMMF · Entity 91541 | Disposition to issuerStock-Settled Stock Appreciation Rights · Derivative | 18,513 | Not disclosed Strike: $26.37 | Not disclosed |
DisclosureSEC source: 0001437749-24-014566 · rdgdoc.xml · derivative · entry 8 Ritchie Bradford E · CIK 0001538429 · President, Subsidiary Bank 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 18,513 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 beginning date indicated. Read SEC document |
| May 03, 2024 Filed May 3, 2024 12:18 UTC | SUMMIT FINANCIAL GROUP, INC. SMMF · Entity 91541 | Disposition to issuerStock-Settled Stock Appreciation Rights · Derivative | 19,033 | Not disclosed Strike: $21.85 | Not disclosed |
DisclosureSEC source: 0001437749-24-014566 · rdgdoc.xml · derivative · entry 7 Ritchie Bradford E · CIK 0001538429 · President, Subsidiary Bank 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 19,033 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 beginning date indicated. Read SEC document |
| May 03, 2024 Filed May 3, 2024 12:18 UTC | SUMMIT FINANCIAL GROUP, INC. SMMF · Entity 91541 | Disposition to issuerStock-Settled Stock Appreciation Rights · Derivative | 11,281 | Not disclosed Strike: $23.94 | Not disclosed |
DisclosureSEC source: 0001437749-24-014566 · rdgdoc.xml · derivative · entry 6 Ritchie Bradford E · CIK 0001538429 · President, Subsidiary Bank 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 11,281 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 beginning date indicated. Read SEC document |
| May 03, 2024 Filed May 3, 2024 12:18 UTC | SUMMIT FINANCIAL GROUP, INC. SMMF · Entity 91541 | Disposition to issuerStock-Settled Stock Appreciation Rights · Derivative | 5,452 | Not disclosed Strike: $26.01 | Not disclosed |
DisclosureSEC source: 0001437749-24-014566 · rdgdoc.xml · derivative · entry 5 Ritchie Bradford E · CIK 0001538429 · President, Subsidiary Bank 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 5,452 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 beginning date indicated. Read SEC document |
| May 03, 2024 Filed May 3, 2024 12:18 UTC | SUMMIT FINANCIAL GROUP, INC. SMMF · Entity 91541 | Disposition to issuerStock-Settled Stock Appreciation Rights · Derivative | 17,112 | Not disclosed Strike: $12.01 | Not disclosed |
DisclosureSEC source: 0001437749-24-014566 · rdgdoc.xml · derivative · entry 4 Ritchie Bradford E · CIK 0001538429 · President, Subsidiary Bank 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 17,112 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 beginning date indicated. Read SEC document |
| May 03, 2024 Filed May 3, 2024 12:18 UTC | SUMMIT FINANCIAL GROUP, INC. SMMF · Entity 91541 | Disposition to issuerCommon Stock | 10,302.5046 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001437749-24-014566 · rdgdoc.xml · nonDerivative · entry 3 Ritchie Bradford E · CIK 0001538429 · President, Subsidiary Bank 10b5-1 filing: No plan indicated Ownership: Indirect · By ESOP Disclosed balance after: 0 F3 · shares: Between January 1, 2023 and December 31, 2023, acquired 665.7346 shares of Summit Common Stock under the Summit Financial Group, Inc. Employee Stock Ownership Plan. 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 12:18 UTC | SUMMIT FINANCIAL GROUP, INC. SMMF · Entity 91541 | OtherCommon Stock | 665.7346 | $0.00 | $0.00 |
DisclosureSEC source: 0001437749-24-014566 · rdgdoc.xml · nonDerivative · entry 2 Ritchie Bradford E · CIK 0001538429 · President, Subsidiary Bank 10b5-1 filing: No plan indicated Ownership: Indirect · By ESOP Disclosed balance after: 10,302.5046 F2 · date: The information reported herein is based on a plan statement dated 12/31/2023 received in April 2024 F3 · shares: Between January 1, 2023 and December 31, 2023, acquired 665.7346 shares of Summit Common Stock under the Summit Financial Group, Inc. Employee Stock Ownership Plan. Read SEC document |
| May 03, 2024 Filed May 3, 2024 12:18 UTC | SUMMIT FINANCIAL GROUP, INC. SMMF · Entity 91541 | Disposition to issuerCommon Stock | 21,781 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001437749-24-014566 · rdgdoc.xml · nonDerivative · entry 1 Ritchie Bradford E · CIK 0001538429 · President, Subsidiary Bank 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 6, 2024 20:42 UTC | Burke & Herbert Financial Services Corp. BHRB · Entity 4722 | GrantStock Settled Appreciation Rights · Derivative | 9,336 | $52.29 Strike: $52.29 | $488,179.44 |
DisclosureSEC source: 0001964333-24-000207 · wk-form4_1715028162.xml · derivative · entry 7 Ritchie Bradford E · CIK 0001538429 · EVP, Chief Lending Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 9,336 Underlying: Common Stock · 9,336 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 | 9,598 | $43.33 Strike: $43.33 | $415,881.34 |
DisclosureSEC source: 0001964333-24-000207 · wk-form4_1715028162.xml · derivative · entry 6 Ritchie Bradford E · CIK 0001538429 · EVP, Chief Lending Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 9,598 Underlying: Common Stock · 9,598 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 | 5,689 | $47.47 Strike: $47.47 | $270,056.83 |
DisclosureSEC source: 0001964333-24-000207 · wk-form4_1715028162.xml · derivative · entry 5 Ritchie Bradford E · CIK 0001538429 · EVP, Chief Lending Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,689 Underlying: Common Stock · 5,689 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 | 2,749 | $51.58 Strike: $51.58 | $141,793.42 |
DisclosureSEC source: 0001964333-24-000207 · wk-form4_1715028162.xml · derivative · entry 4 Ritchie Bradford E · CIK 0001538429 · EVP, Chief Lending Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,749 Underlying: Common Stock · 2,749 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 | GrantStock Settled Appreciation Rights · Derivative | 8,629 | $23.82 Strike: $23.82 | $205,542.78 |
DisclosureSEC source: 0001964333-24-000207 · wk-form4_1715028162.xml · derivative · entry 3 Ritchie Bradford E · CIK 0001538429 · EVP, Chief Lending Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 8,629 Underlying: Common Stock · 8,629 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 20:42 UTC | Burke & Herbert Financial Services Corp. BHRB · Entity 4722 | GrantCommon Stock | 5,195 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001964333-24-000207 · wk-form4_1715028162.xml · nonDerivative · entry 2 Ritchie Bradford E · CIK 0001538429 · EVP, Chief Lending Officer 10b5-1 filing: No plan indicated Ownership: Indirect · By ESOP Trust Disclosed balance after: 5,195 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 | 10,983 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001964333-24-000207 · wk-form4_1715028162.xml · nonDerivative · entry 1 Ritchie Bradford E · CIK 0001538429 · EVP, Chief Lending Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 10,983 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 10:42 UTC | SUMMIT FINANCIAL GROUP, INC. SMMF · Entity 91541 | OtherCommon Stock | 1,233.4013 | $0.00 | $0.00 |
DisclosureSEC source: 0001437749-23-010254 · rdgdoc.xml · nonDerivative · entry 2 Ritchie Bradford E · CIK 0001538429 · President, Subsidiary Bank 10b5-1 filing: No plan indicated Ownership: Indirect · By ESOP Disclosed balance after: 9,636.77 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 1,233.4013 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 13:42 UTC | SUMMIT FINANCIAL GROUP, INC. SMMF · Entity 91541 | GrantStock-Settled Stock Appreciation Rights · Derivative | 18,513 | $26.37 Strike: $26.37 | $488,187.81 |
DisclosureSEC source: 0001567619-23-002266 · doc1.xml · derivative · entry 7 Ritchie Bradford E · CIK 0001538429 · President, Subsidiary Bank 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,513 Underlying: Common Stock · 18,513 shares Expires 2033-02-09 F1 · derivative.exercise_date: SAR vests in 5 equal annual installments with beginning date indicated. Read SEC document |
| May 20, 2022 Filed May 23, 2022 15:33 UTC | SUMMIT FINANCIAL GROUP, INC. SMMF · Entity 91541 | OtherCommon Stock | 1,367.3442 | $0.00 | $0.00 |
DisclosureSEC source: 0001567619-22-011486 · doc1.xml · nonDerivative · entry 1 Ritchie Bradford E · CIK 0001538429 · President, Subsidiary Bank 10b5-1 filing: Not disclosed Ownership: Indirect · by ESOP Disclosed balance after: 8,403.3687 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 1,367.3442 shares of Summit Common Stock under the Summit Financial Group, Inc. Employee Stock Ownership Plan. Read SEC document |
| September 16, 2021 Filed Sep 17, 2021 14:16 UTC | SUMMIT FINANCIAL GROUP, INC. SMMF · Entity 91541 | Exercise / conversionEmployee Stock Option (Right to Buy) · Derivative | 4,000 | $2.54 Strike: $2.54 | $10,160.00 |
DisclosureSEC source: 0001567619-21-017217 · doc1.xml · derivative · entry 3 Ritchie Bradford E · CIK 0001538429 · President, Subsidiary Bank 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 4,000 shares Expires 2025-07-27 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 instamments with beginning date indicated. F2 · derivative.expiration_date: Option and/or SAR expires in 5 equal annual installments with the final date indicated. Read SEC document |
| September 16, 2021 Filed Sep 17, 2021 14:16 UTC | SUMMIT FINANCIAL GROUP, INC. SMMF · Entity 91541 | Exercise / conversionCommon Stock | 4,000 | $24.09 | $96,360.00 |
DisclosureSEC source: 0001567619-21-017217 · doc1.xml · nonDerivative · entry 2 Ritchie Bradford E · CIK 0001538429 · President, Subsidiary Bank 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,781 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 |
| September 16, 2021 Filed Oct 27, 2021 09:42 UTC Amendment | SUMMIT FINANCIAL GROUP, INC. SMMF · Entity 91541 | Exercise / conversionEmployee Stock Option (Right to Buy) · Derivative | 4,000 | $2.54 Strike: $2.54 | $10,160.00 |
DisclosureSEC source: 0001567619-21-018781 · doc1.xml · derivative · entry 3 Ritchie Bradford E · CIK 0001538429 · President, Subsidiary Bank 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 4,000 shares Expires 2025-07-27 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 instamments with beginning date indicated. F2 · derivative.expiration_date: Option and/or SAR expires in 5 equal annual installments with the final date indicated. Read SEC document |
| September 16, 2021 Filed Oct 27, 2021 09:42 UTC Amendment | SUMMIT FINANCIAL GROUP, INC. SMMF · Entity 91541 | Exercise / conversionCommon Stock | 4,000 | $2.54 | $10,160.00 |
DisclosureSEC source: 0001567619-21-018781 · doc1.xml · nonDerivative · entry 2 Ritchie Bradford E · CIK 0001538429 · President, Subsidiary Bank 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 21,781 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 · price: This amendment is to correct the acquired price from $24.09 to $2.54 Read SEC document |
| July 22, 2021 Filed Jul 23, 2021 16:28 UTC | SUMMIT FINANCIAL GROUP, INC. SMMF · Entity 91541 | Exercise / conversionEmployee Stock Option (Right to Buy) · Derivative | 1,000 | $2.54 Strike: $2.54 | $2,540.00 |
DisclosureSEC source: 0001567619-21-013897 · doc1.xml · derivative · entry 3 Ritchie Bradford E · CIK 0001538429 · President, Subsidiary Bank 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,000 Underlying: Common Stock · 5,000 shares Expires 2025-07-27 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 instamments with beginning date indicated. F2 · derivative.expiration_date: Option and/or SAR expires in 5 equal annual installments with the final date indicated. Read SEC document |
| July 22, 2021 Filed Oct 27, 2021 09:27 UTC Amendment | SUMMIT FINANCIAL GROUP, INC. SMMF · Entity 91541 | Exercise / conversionEmployee Stock Option (Right to Buy) · Derivative | 1,000 | $2.54 Strike: $2.54 | $2,540.00 |
DisclosureSEC source: 0001567619-21-018777 · doc1.xml · derivative · entry 3 Ritchie Bradford E · CIK 0001538429 · President, Subsidiary Bank 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,000 Underlying: Common Stock · 5,000 shares Expires 2025-07-27 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 instamments with beginning date indicated. F2 · derivative.expiration_date: Option and/or SAR expires in 5 equal annual installments with the final date indicated. Read SEC document |
| July 22, 2021 Filed Oct 27, 2021 09:27 UTC Amendment | SUMMIT FINANCIAL GROUP, INC. SMMF · Entity 91541 | Exercise / conversionCommon Stock | 1,000 | $2.54 | $2,540.00 |
DisclosureSEC source: 0001567619-21-018777 · doc1.xml · nonDerivative · entry 2 Ritchie Bradford E · CIK 0001538429 · President, Subsidiary Bank 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,781 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 · shares: This amendment is to reflect the acquired 1,000 shares on Table I from the transaction reported on Table II. The correct number of securities beneficially owned following the transaction in Direct ownership is 17,781. These shares were also omitted from one (1) subsequent Form 4 since the initial Form 4 filing. F3 · balance_after: This amendment is to reflect the acquired 1,000 shares on Table I from the transaction reported on Table II. The correct number of securities beneficially owned following the transaction in Direct ownership is 17,781. These shares were also omitted from one (1) subsequent Form 4 since the initial Form 4 filing. Read SEC document |
| July 15, 2021 Filed Jul 15, 2021 15:51 UTC | SUMMIT FINANCIAL GROUP, INC. SMMF · Entity 91541 | PurchaseStock-Settled Stock Appreciation Rights · Derivative | 19,033 | $21.85 Strike: $21.85 | $415,871.05 |
DisclosureSEC source: 0001567619-21-013470 · doc1.xml · derivative · entry 7 Ritchie Bradford E · CIK 0001538429 · President, Subsidiary Bank 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,033 Underlying: Common Stock · 19,033 shares Expires 2031-07-15 F1 · derivative.exercise_date: Option and/or SAR vests in 5 equal annual instamments with beginning date indicated. Read SEC document |
| July 15, 2021 Filed Sep 17, 2021 14:16 UTC | SUMMIT FINANCIAL GROUP, INC. SMMF · Entity 91541 | PurchaseStock-Settled Stock Appreciation Rights · Derivative | 19,033 | $21.85 Strike: $21.85 | $415,871.05 |
DisclosureSEC source: 0001567619-21-017217 · doc1.xml · derivative · entry 7 Ritchie Bradford E · CIK 0001538429 · President, Subsidiary Bank 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,033 Underlying: Common Stock · 19,033 shares Expires 2031-07-15 F1 · derivative.exercise_date: Option and/or SAR vests in 5 equal annual instamments with beginning date indicated. Read SEC document |
| April 14, 2021 Filed Apr 14, 2021 15:23 UTC | SUMMIT FINANCIAL GROUP, INC. SMMF · Entity 91541 | OtherCommon Stock | 472.7541 | $0.00 | $0.00 |
DisclosureSEC source: 0001567619-21-008029 · doc1.xml · nonDerivative · entry 1 Ritchie Bradford E · CIK 0001538429 · President, Subsidiary Bank 10b5-1 filing: Not disclosed Ownership: Indirect · by ESOP Disclosed balance after: 7,036.0245 F3 · date: The information reported herein is based on a plan statement dated 12/31/2020 received in April 2021. F4 · kind: Between January 1, 2020 and December 31, 2020, acquired 472.7541 shares of Summit Common Stock under the Summit Financial Group, Inc. Employee Stock Ownership Plan. Read SEC document |
| April 29, 2020 Filed Apr 30, 2020 09:22 UTC | SUMMIT FINANCIAL GROUP, INC. SMMF · Entity 91541 | OtherCommon Stock | 879.4268 | $0.00 | $0.00 |
DisclosureSEC source: 0001567619-20-008630 · doc1.xml · nonDerivative · entry 1 Ritchie Bradford E · CIK 0001538429 · President, Subsidiary Bank 10b5-1 filing: Not disclosed Ownership: Indirect · by ESOP Disclosed balance after: 6,563.2704 F3 · date: The information reported herein is based on a plan statement dated 12/31/2019 received in April 2020. F4 · kind: Between January 1, 2019 and December 31, 2019, acquired 879.42.68 shares of Summit Common Stock under the Summit Financial Group, Inc. Employee Stock Ownership Plan. Read SEC document |
| April 18, 2019 Filed Apr 18, 2019 12:39 UTC | SUMMIT FINANCIAL GROUP, INC. SMMF · Entity 91541 | OtherCommon Stock | 583.1676 | $0.00 | $0.00 |
DisclosureSEC source: 0001567619-19-008930 · doc1.xml · nonDerivative · entry 1 Ritchie Bradford E · CIK 0001538429 · President, Subsidiary Bank 10b5-1 filing: Not disclosed Ownership: Indirect · by ESOP Disclosed balance after: 5,683.8436 F3 · date: The information reported herein is based on a plan statement dated 12/31/2018 received in April 2019. F4 · kind: Between January 1, 2018 and December 31, 2018, acquired 583.1676 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 10:26 UTC | SUMMIT FINANCIAL GROUP, INC. SMMF · Entity 91541 | GrantStock-Settled Stock Appreciation Rights · Derivative | 11,281 | $23.94 Strike: $23.94 | $270,067.14 |
DisclosureSEC source: 0001567619-19-004586 · doc1.xml · derivative · entry 6 Ritchie Bradford E · CIK 0001538429 · President, Subsidiary Bank 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,281 Underlying: Common Stock · 11,281 shares Expires 2029-02-07 F1 · derivative.exercise_date: Option and/or SAR vests in 5 equal annual instamments with beginning date indicated. Read SEC document |
| April 24, 2018 Filed Apr 24, 2018 16:00 UTC | SUMMIT FINANCIAL GROUP, INC. SMMF · Entity 91541 | OtherCommon Stock | 1,012.8404 | $0.00 | $0.00 |
DisclosureSEC source: 0001140361-18-019371 · doc1.xml · nonDerivative · entry 1 Ritchie Bradford E · CIK 0001538429 · President, Subsidiary Bank 10b5-1 filing: Not disclosed Ownership: Indirect · by ESOP Disclosed balance after: 5,100.676 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 1,012.8404 of Summit Common Stock under the Summit Financial Group, Inc. Employee Stock Ownership Plan. Read SEC document |
| December 22, 2017 Filed Jan 3, 2018 11:11 UTC | SUMMIT FINANCIAL GROUP, INC. SMMF · Entity 91541 | GiftCommon Stock | 400 | $0.00 | $0.00 |
DisclosureSEC source: 0001140361-18-000322 · doc1.xml · nonDerivative · entry 2 Ritchie Bradford E · CIK 0001538429 · President, Subsidiary Bank 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,781 Read SEC document |
| March 24, 2017 Filed Mar 24, 2017 15:37 UTC | SUMMIT FINANCIAL GROUP, INC. SMMF · Entity 91541 | OtherCommon Stock | 858.3375 | $0.00 | $0.00 |
DisclosureSEC source: 0001140361-17-013228 · doc1.xml · nonDerivative · entry 1 Ritchie Bradford E · CIK 0001538429 · President, Subsidiary Bank 10b5-1 filing: Not disclosed Ownership: Indirect · by ESOP Disclosed balance after: 4,087.8356 F3 · date: The information reported herein is based on a plan statement dated 12/31/2016 received in March 2017. F4 · kind: Between January 1, 2016 and December 31, 2016, acquired 858.3375 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 15:37 UTC | SUMMIT FINANCIAL GROUP, INC. SMMF · Entity 91541 | GrantStock-Settled Stock Appreciation Rights · Derivative | 5,452 | $26.01 Strike: $26.01 | $141,806.52 |
DisclosureSEC source: 0001140361-17-013228 · doc1.xml · derivative · entry 5 Ritchie Bradford E · CIK 0001538429 · President, Subsidiary Bank 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,452 Underlying: Common Stock · 5,452 shares Expires 2027-02-09 F1 · derivative.exercise_date: Option and/or SAR vests in 5 equal annual instamments with beginning date indicated. Read SEC document |
| December 16, 2016 Filed Dec 16, 2016 15:18 UTC | SUMMIT FINANCIAL GROUP, INC. SMMF · Entity 91541 | GiftCommon Stock | 1,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001140361-16-089981 · doc1.xml · nonDerivative · entry 2 Ritchie Bradford E · CIK 0001538429 · President, Subsidiary Bank 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,181 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.