Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Burke & Herbert Financial Services Corp.BHRB · Entity 4722 | EVP, Retail Banking | August 31, 2026 | September 29, 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 August 31, 2026 · Filed September 29, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 3,713 |
Reported balance
After 2026-08-31 transaction · row 1
1 source rowRow 1 · 2026-08-31 · Grant · Acquired 134 · Balance 3,713 F1: Shares purchased pursuant to the Burke & Herbert Financial Services Corp. 2023 Employee Stock Purchase Plan ("ESPP"), for the ESPP purchase period of March 1, 2026, through August 31, 2026. In accordance with the ESPP, these shares were purchased at a price equal to 85% of the closing price of the issuer's common stock on February 27, 2026, which was the lower of the closing price on the (i) start date or (ii) the end date of the applicable purchase period. Because the start date commenced on a non-trading date, the closing price on the immediately preceding trading date was used. These shares were acquired under the ESPP in transactions exempted by Rule 16b-3(c) and Rule 16b-3(d). |
Filing footnotes · ownership attribution and instrument terms
F1: Shares purchased pursuant to the Burke & Herbert Financial Services Corp. 2023 Employee Stock Purchase Plan ("ESPP"), for the ESPP purchase period of March 1, 2026, through August 31, 2026. In accordance with the ESPP, these shares were purchased at a price equal to 85% of the closing price of the issuer's common stock on February 27, 2026, which was the lower of the closing price on the (i) start date or (ii) the end date of the applicable purchase period. Because the start date commenced on a non-trading date, the closing price on the immediately preceding trading date was used. These shares were acquired under the ESPP in transactions exempted by Rule 16b-3(c) and Rule 16b-3(d).
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 1,234 · 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 |
|---|---|---|---|---|---|---|
| August 31, 2026 Filed Sep 29, 2026 19:00 UTC | Burke & Herbert Financial Services Corp. BHRB · Entity 4722 | GrantCommon Stock | 134 | $54.77 | $7,339.18 |
DisclosureSEC source: 0001970590-26-000010 · wk-form4_1790708455.xml · nonDerivative · entry 1 Kimlel Lauren N. · CIK 0001970590 · EVP, Retail Banking 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,713 F1 · kind: Shares purchased pursuant to the Burke & Herbert Financial Services Corp. 2023 Employee Stock Purchase Plan ("ESPP"), for the ESPP purchase period of March 1, 2026, through August 31, 2026. In accordance with the ESPP, these shares were purchased at a price equal to 85% of the closing price of the issuer's common stock on February 27, 2026, which was the lower of the closing price on the (i) start date or (ii) the end date of the applicable purchase period. Because the start date commenced on a non-trading date, the closing price on the immediately preceding trading date was used. These shares were acquired under the ESPP in transactions exempted by Rule 16b-3(c) and Rule 16b-3(d). Read SEC document |
| May 03, 2026 Filed May 4, 2026 20:24 UTC | Burke & Herbert Financial Services Corp. BHRB · Entity 4722 | Tax withholdingCommon Stock | 269 | $64.64 | $17,388.16 |
DisclosureSEC source: 0001970590-26-000008 · wk-form4_1777926277.xml · nonDerivative · entry 1 Kimlel Lauren N. · CIK 0001970590 · EVP, Branch Banking 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,579 Read SEC document |
| February 28, 2026 Filed Mar 4, 2026 18:55 UTC | Burke & Herbert Financial Services Corp. BHRB · Entity 4722 | GrantCommon Stock | 130 | $54.03 | $7,023.38 |
DisclosureSEC source: 0001970590-26-000006 · wk-form4_1772650530.xml · nonDerivative · entry 1 Kimlel Lauren N. · CIK 0001970590 · EVP, Branch Banking 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,848 F1 · kind: Shares purchased pursuant to the Burke & Herbert Financial Services Corp. 2023 Employee Stock Purchase Plan ("ESPP"), for the ESPP purchase period of September 1, 2025, through February 28, 2026. In accordance with the ESPP, these shares were purchased at a price equal to 85% of the closing price of the issuer's common stock on August 29, 2025, which was the lower of the closing price on the (i) start date or (ii) the end date of the applicable purchase period. Because the start date commenced on a non-trading date, the closing price on the immediately preceding trading date was used. These shares were acquired under the ESPP in transactions exempted by Rule 16b-3(c) and Rule 16b-3(d). Read SEC document |
| January 22, 2026 Filed Jan 23, 2026 15:24 UTC | Burke & Herbert Financial Services Corp. BHRB · Entity 4722 | GrantCommon Stock | 990 | $0.00 | $0.00 |
DisclosureSEC source: 0001970590-26-000002 · wk-form4_1769181847.xml · nonDerivative · entry 1 Kimlel Lauren N. · CIK 0001970590 · EVP, Branch Banking 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,118 F1 · shares: The reporting person received an award of 990 performance-based restricted stock units ("PRSUs") under the Burke & Herbert Bank 2024 - 2025 Merger Incentive Plan adopted May 1, 2024. The award will vest in three annual installments beginning on May 3, 2026, subject to the reporting person's continued employment through each applicable vesting date. Each vested PRSU will be settled in share of Burke & Herbert Financial Services Corp. common stock within 60 days of the vested date. Read SEC document |
| January 22, 2026 Filed Feb 19, 2026 19:25 UTC | Burke & Herbert Financial Services Corp. BHRB · Entity 4722 | GrantCommon Stock | 600 | $0.00 | $0.00 |
DisclosureSEC source: 0001970590-26-000004 · wk-form4_1771529107.xml · nonDerivative · entry 1 Kimlel Lauren N. · CIK 0001970590 · EVP, Branch Banking 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,718 F1 · shares: The reporting person received an award of 600 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 |
| August 31, 2025 Filed Sep 11, 2025 19:18 UTC | Burke & Herbert Financial Services Corp. BHRB · Entity 4722 | GrantCommon Stock | 132 | $53.01 | $6,996.79 |
DisclosureSEC source: 0001970590-25-000003 · wk-form4_1757618278.xml · nonDerivative · entry 1 Kimlel Lauren N. · CIK 0001970590 · EVP, Branch Banking 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,128 F1 · kind: Shares purchased pursuant to the Burke & Herbert Financial Services Corp. 2023 Employee Stock Purchase Plan ("ESPP"), for the ESPP purchase period of March 1, 2025, through August 31, 2025. In accordance with the ESPP, these shares were purchased at a price equal to 85% of the closing price of the issuer's common stock on February 28, 2025, which was the lower end of day closing price of either the start date or end date of the applicable purchase period in transactions that were exempt under both Rule 16b-3(d) and Rule 16b-3(c). Read SEC document |
| May 03, 2025 Filed May 6, 2025 17:31 UTC | Burke & Herbert Financial Services Corp. BHRB · Entity 4722 | Tax withholdingCommon Stock | 161 | $57.39 | $9,239.79 |
DisclosureSEC source: 0001964333-25-000170 · wk-form4_1746552707.xml · nonDerivative · entry 1 Kimlel Lauren N. · CIK 0001970590 · EVP, Branch Banking 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,996 Read SEC document |
| February 28, 2025 Filed Mar 18, 2025 15:10 UTC | Burke & Herbert Financial Services Corp. BHRB · Entity 4722 | GrantCommon Stock | 50 | $53.01 | $2,650.30 |
DisclosureSEC source: 0001964333-25-000116 · wk-form4_1742310639.xml · nonDerivative · entry 1 Kimlel Lauren N. · CIK 0001970590 · EVP, Branch Banking 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,157 F1 · kind: Shares purchased pursuant to the Burke & Herbert Financial Services Corp. 2023 Employee Stock Purchase Plan ("ESPP"), for the ESPP purchase period of September 1, 2024, through February 28, 2025. In accordance with the ESPP, these shares were purchased at a price equal to 85% of the closing price of the issuer's common stock on February 28, 2025, which was the lower end of day closing price of either the start date or end date of the applicable purchase period in transactions that were exempt under both Rule 16b-3(d) and Rule 16b-3(c). Read SEC document |
| January 23, 2025 Filed Jan 27, 2025 21:19 UTC | Burke & Herbert Financial Services Corp. BHRB · Entity 4722 | GrantCommon Stock | 1,485 | $0.00 | $0.00 |
DisclosureSEC source: 0001964333-25-000030 · wk-form4_1738012743.xml · nonDerivative · entry 1 Kimlel Lauren N. · CIK 0001970590 · EVP, Branch Banking 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,107 F1 · shares: The reporting person received an award of 1,485 performance-based restricted stock units ("PRSUs") under the Burke & Herbert Bank 2024 - 2025 Merger Incentive Plan adopted May 1, 2024. The award will vest in three annual installments beginning on May 3, 2025, subject to the reporting person's continued employment through each applicable vesting date. Each vested PRSU will be settled in a share of Burke & Herbert Financial Services Corp. common stock within 60 days of the vested date. Read SEC document |
| May 03, 2024 Filed May 3, 2024 12:11 UTC | SUMMIT FINANCIAL GROUP, INC. SMMF · Entity 91541 | Disposition to issuerCommon Stock | 1,234 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001437749-24-014551 · rdgdoc.xml · nonDerivative · entry 1 Kimlel Lauren N. · CIK 0001970590 · EVP & Chief Banking Officer 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 18:55 UTC | Burke & Herbert Financial Services Corp. BHRB · Entity 4722 | GrantCommon Stock | 622 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001964333-24-000193 · wk-form4_1715021722.xml · nonDerivative · entry 1 Kimlel Lauren N. · CIK 0001970590 · EVP, Branch Banking 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 622 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 |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.