Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Burke & Herbert Financial Services Corp.BHRB · Entity 4722 | Director | May 20, 2026 | May 21, 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 May 20, 2026 · Filed May 21, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 2,000 |
Reported balance
After 2026-05-20 transaction · row 1
1 source rowRow 1 · 2026-05-20 · Sale · Disposed 1,112 · Balance 2,000 |
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 2,207 · Balance 0 F1: Disposed of in accordance with the Agreement and Plan of Reorganization, dated as of August 24, 2023 the ("Merger Agreement"), by and between Summit Financial Group, Inc. ("Summit") and Burke & Herbert Financial Services Corp. ("Burke & Herbert") pursuant to which Summit was merged with and into Burke & Herbert effective May 3, 2024 ("the Merger"). At the effective time of the Merger, each issued and outstanding share of Summit common stock was converted into the right to receive 0.5043 shares of Burke &Herbert common stock (subject to the payment of cash in lieu of fractional shares) (the "Merger Consideration"). As a result of the Merger, the Reporting Person no longer beneficially owns, directly or indirectly, any shares of Summit common stock. |
Filing footnotes · ownership attribution and instrument terms
F1: Disposed of in accordance with the Agreement and Plan of Reorganization, dated as of August 24, 2023 the ("Merger Agreement"), by and between Summit Financial Group, Inc. ("Summit") and Burke & Herbert Financial Services Corp. ("Burke & Herbert") pursuant to which Summit was merged with and into Burke & Herbert effective May 3, 2024 ("the Merger"). At the effective time of the Merger, each issued and outstanding share of Summit common stock was converted into the right to receive 0.5043 shares of Burke &Herbert common stock (subject to the payment of cash in lieu of fractional shares) (the "Merger Consideration"). As a result of the Merger, the Reporting Person no longer beneficially owns, directly or indirectly, any shares of Summit common stock.
Transaction history
JSON APIPurchases/sales include open-market and private transactions. Plan disclosure applies to the filing; individual rows may differ. “Not disclosed” is not “unplanned.”
The cutoff filters transaction history only. Company summaries and owner relationships show the latest available disclosures. Parser corrections can improve historical records.
| Transaction date | Company | Activity / security | Shares / units | Reported price | Reported value | Details |
|---|---|---|---|---|---|---|
| May 20, 2026 Filed May 21, 2026 13:22 UTC | Burke & Herbert Financial Services Corp. BHRB · Entity 4722 | SaleCommon Stock | 1,112 | $63.31 | $70,395.16 |
DisclosureSEC source: 0001897254-26-000002 · wk-form4_1779369720.xml · nonDerivative · entry 1 Upson Jill S · CIK 0001897254 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,000 Read SEC document |
| May 23, 2025 Filed May 27, 2025 13:17 UTC | Burke & Herbert Financial Services Corp. BHRB · Entity 4722 | GrantCommon Stock | 1,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001964333-25-000199 · wk-form4_1748351826.xml · nonDerivative · entry 1 Upson Jill S · CIK 0001897254 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,112 F1 · shares: Restricted stock units awarded for service as a director. The units vest on the first anniversary of the grant date, subject to continued service and satisfaction of attendance requirements. Read SEC document |
| August 15, 2024 Filed Aug 19, 2024 13:13 UTC | Burke & Herbert Financial Services Corp. BHRB · Entity 4722 | GrantCommon Stock | 1,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001964333-24-000333 · wk-form4_1724073229.xml · nonDerivative · entry 1 Upson Jill S · CIK 0001897254 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,112 F1 · shares: Restricted stock units awarded for service as a director. The units vest on the first anniversary of the grant date, subject to continued service and satisfaction of attendance requirements. Read SEC document |
| May 03, 2024 Filed May 3, 2024 12:12 UTC | SUMMIT FINANCIAL GROUP, INC. SMMF · Entity 91541 | Disposition to issuerCommon Stock | 2,207 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001437749-24-014552 · rdgdoc.xml · nonDerivative · entry 1 Upson Jill S · CIK 0001897254 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 F1 · 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 13:14 UTC | Burke & Herbert Financial Services Corp. BHRB · Entity 4722 | GrantCommon Stock | 1,112 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001964333-24-000184 · wk-form4_1715001277.xml · nonDerivative · entry 1 Upson Jill S · CIK 0001897254 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,112 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 |
| August 29, 2023 Filed Aug 30, 2023 11:05 UTC | SUMMIT FINANCIAL GROUP, INC. SMMF · Entity 91541 | PurchaseCommon Stock | 1,850 | $24.81 | $45,895.17 |
DisclosureSEC source: 0001437749-23-024862 · rdgdoc.xml · nonDerivative · entry 1 Upson Jill S · CIK 0001897254 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,207 Read SEC document |
| December 15, 2022 Filed Dec 16, 2022 16:12 UTC | SUMMIT FINANCIAL GROUP, INC. SMMF · Entity 91541 | SaleCommon Stock | 201 | $26.04 | $5,234.04 |
DisclosureSEC source: 0001567619-22-021710 · doc1.xml · nonDerivative · entry 2 Upson Jill S · CIK 0001897254 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By Spouse Disclosed balance after: 0 Read SEC document |
| December 14, 2022 Filed Dec 16, 2022 16:09 UTC Amendment | SUMMIT FINANCIAL GROUP, INC. SMMF · Entity 91541 | PurchaseCommon Stock | 53 | $26.48 | $1,403.44 |
DisclosureSEC source: 0001567619-22-021707 · doc1.xml · nonDerivative · entry 2 Upson Jill S · CIK 0001897254 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By Spouse Disclosed balance after: 201 F1 · date: Transaction date was corrected from prior filing Read SEC document |
| September 14, 2022 Filed Dec 14, 2022 14:08 UTC | SUMMIT FINANCIAL GROUP, INC. SMMF · Entity 91541 | PurchaseCommon Stock | 53 | $26.48 | $1,403.44 |
DisclosureSEC source: 0001567619-22-021559 · doc1.xml · nonDerivative · entry 2 Upson Jill S · CIK 0001897254 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By Spouse Disclosed balance after: 201 Read SEC document |
| September 09, 2022 Filed Sep 9, 2022 16:32 UTC | SUMMIT FINANCIAL GROUP, INC. SMMF · Entity 91541 | PurchaseCommon Stock | 12 | $29.02 | $348.24 |
DisclosureSEC source: 0001567619-22-017231 · doc1.xml · nonDerivative · entry 2 Upson Jill S · CIK 0001897254 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By Spouse Disclosed balance after: 148 Read SEC document |
| August 05, 2022 Filed Aug 8, 2022 08:04 UTC | SUMMIT FINANCIAL GROUP, INC. SMMF · Entity 91541 | PurchaseCommon Stock | 23 | $29.46 | $677.58 |
DisclosureSEC source: 0001567619-22-015107 · doc1.xml · nonDerivative · entry 2 Upson Jill S · CIK 0001897254 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By Spouse Disclosed balance after: 136 Read SEC document |
| August 05, 2022 Filed Aug 8, 2022 08:04 UTC | SUMMIT FINANCIAL GROUP, INC. SMMF · Entity 91541 | PurchaseCommon Stock | 50 | $29.68 | $1,483.87 |
DisclosureSEC source: 0001567619-22-015107 · doc1.xml · nonDerivative · entry 1 Upson Jill S · CIK 0001897254 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 357 Read SEC document |
| June 22, 2022 Filed Jun 22, 2022 11:46 UTC | SUMMIT FINANCIAL GROUP, INC. SMMF · Entity 91541 | PurchaseCommon Stock | 250 | $27.52 | $6,880.00 |
DisclosureSEC source: 0001567619-22-013231 · doc1.xml · nonDerivative · entry 1 Upson Jill S · CIK 0001897254 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 307 Read SEC document |
| June 17, 2022 Filed Jun 21, 2022 14:50 UTC | SUMMIT FINANCIAL GROUP, INC. SMMF · Entity 91541 | PurchaseCommon Stock | 100 | $27.39 | $2,739.00 |
DisclosureSEC source: 0001567619-22-013179 · doc1.xml · nonDerivative · entry 2 Upson Jill S · CIK 0001897254 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By Spouse Disclosed balance after: 113 Read SEC document |
| December 03, 2021 Filed Dec 7, 2021 10:48 UTC | SUMMIT FINANCIAL GROUP, INC. SMMF · Entity 91541 | PurchaseCommon Stock | 8 | $26.66 | $213.28 |
DisclosureSEC source: 0001567619-21-021691 · doc1.xml · nonDerivative · entry 2 Upson Jill S · CIK 0001897254 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By Spouse Disclosed balance after: 13 Read SEC document |
| December 03, 2021 Filed Dec 7, 2021 10:48 UTC | SUMMIT FINANCIAL GROUP, INC. SMMF · Entity 91541 | PurchaseCommon Stock | 20 | $26.55 | $531.00 |
DisclosureSEC source: 0001567619-21-021691 · doc1.xml · nonDerivative · entry 1 Upson Jill S · CIK 0001897254 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 57 Read SEC document |
| November 23, 2021 Filed Dec 3, 2021 15:06 UTC | SUMMIT FINANCIAL GROUP, INC. SMMF · Entity 91541 | PurchaseCommon Stock | 5 | $27.59 | $137.95 |
DisclosureSEC source: 0001567619-21-021575 · doc1.xml · nonDerivative · entry 2 Upson Jill S · CIK 0001897254 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By Spouse Disclosed balance after: 5 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.