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person · Reporting owner

HINKLE GARY L

Disclosed activity across 2 companies

Tapewire entity
75366
SEC CIK
0001186825

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Reported relationships

Latest disclosed role at each company.

CompanyLast reported asReport datePublished
Burke & Herbert Financial Services Corp.BHRB · Entity 4722DirectorSeptember 15, 2025September 15, 2025

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 September 15, 2025 · Filed September 15, 2025

Security / awardOwnership accountDisclosed shares / unitsDisclosure context
Common StockSEC Table I · non-derivativeIndirectBy Joint Revocable Trust248,559 Reported balance After 2025-09-15 transaction · row 1 Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source row

Row 1 · 2025-09-15 · Purchase · Acquired 100 · Balance 248,559

Common StockSEC Table I · non-derivativeIndirectBy Joint Revocable Trust250,159 Reported balance After 2025-09-15 transaction · row 2 Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source row

Row 2 · 2025-09-15 · Purchase · Acquired 1,600 · Balance 250,159

Common StockSEC Table I · non-derivativeIndirectAs Custodian for Grandchild266 Reported balance Holding disclosure · report date 2025-09-15 · row 3 Holding and transaction disclosures are not merged.
1 source row

Row 3 · Balance 266

Common StockSEC Table I · non-derivativeIndirectBy HT Services6,666 Reported balance Holding disclosure · report date 2025-09-15 · row 4 Holding and transaction disclosures are not merged.
1 source row

Row 4 · Balance 6,666

Common StockSEC Table I · non-derivativeIndirectBy Spouse2,420 Reported balance Holding disclosure · report date 2025-09-15 · row 5 Holding and transaction disclosures are not merged.
1 source row

Row 5 · Balance 2,420

Common StockSEC Table I · non-derivativeDirect11,288 Reported balance Holding disclosure · report date 2025-09-15 · row 6 Holding and transaction disclosures are not merged.
1 source row

Row 6 · Balance 11,288

Common StockSEC Table I · non-derivativeIndirectBy Hinkle Trucking32,201 Reported balance Holding disclosure · report date 2025-09-15 · row 7 Holding and transaction disclosures are not merged.
1 source row

Row 7 · Balance 32,201

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 / awardOwnership accountDisclosed shares / unitsDisclosure context
Common StockSEC Table I · non-derivativeIndirectBy Joint Revocable Trust0 Reported balance After 2024-05-03 transaction · row 1 Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source row

Row 1 · 2024-05-03 · Disposition to issuer · Disposed 424,055 · Balance 0

F2: 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-derivativeIndirectBy Hinkle Trucking0 Reported balance After 2024-05-03 transaction · row 2 Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source row

Row 2 · 2024-05-03 · Disposition to issuer · Disposed 63,853 · Balance 0

F2: 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-derivativeIndirectBy H. T. Services0 Reported balance After 2024-05-03 transaction · row 3 Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source row

Row 3 · 2024-05-03 · Disposition to issuer · Disposed 13,220 · Balance 0

F2: 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-derivativeIndirectBy Spouse0 Reported balance After 2024-05-03 transaction · row 4 Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source row

Row 4 · 2024-05-03 · Disposition to issuer · Disposed 4,800 · Balance 0

F2: 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-derivativeIndirectAs Cust for Grandchild0 Reported balance After 2024-05-03 transaction · row 5 Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source row

Row 5 · 2024-05-03 · Disposition to issuer · Disposed 528 · Balance 0

F2: 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-derivativeDirect0 Ending reported balance After 2024-05-03 transaction · row 7
2 source rows · reconciled sequence

Row 6 · 2024-05-03 · Exercise / conversion · Acquired 7,509.76 · Balance 25,928.76

F3: Each share of phantom stock was the economic equivalent of one share of SMMF common stock. The reporting person settled his shares of phantom stock for cash. The price for the settlement of the phantom stock for cash is the market price of one share of SMMF common stock of $26.47

Row 7 · 2024-05-03 · Disposition to issuer · Disposed 25,928.76 · Balance 0

F2: 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.

Phantom StockSEC Table II · derivative / convertible securityDirect0 Reported balance After 2024-05-03 transaction · row 8 Instrument identity requires review; Table II rows are not merged.
1 source row

Row 8 · 2024-05-03 · Exercise / conversion · Disposed 7,509.76 · Balance 0

F3: Each share of phantom stock was the economic equivalent of one share of SMMF common stock. The reporting person settled his shares of phantom stock for cash. The price for the settlement of the phantom stock for cash is the market price of one share of SMMF common stock of $26.47

F1: Shares of Phantom Stock are payable only in cash following termination of the reporting person's service as a director of Summit.

Filing footnotes · ownership attribution and instrument terms

F1: Shares of Phantom Stock are payable only in cash following termination of the reporting person's service as a director of Summit.

F2: 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.

F3: Each share of phantom stock was the economic equivalent of one share of SMMF common stock. The reporting person settled his shares of phantom stock for cash. The price for the settlement of the phantom stock for cash is the market price of one share of SMMF common stock of $26.47

Transaction history

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Purchases/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 dateCompanyActivity / securityShares / unitsReported priceReported valueDetails
September 15, 2025 Filed Sep 15, 2025 16:08 UTC Burke & Herbert Financial Services Corp. BHRB · Entity 4722 PurchaseCommon Stock 1,600 $61.70 $98,720.00
Disclosure

SEC source: 0001186825-25-000003 · wk-form4_1757966927.xml · nonDerivative · entry 2

HINKLE GARY L · CIK 0001186825 · Director

10b5-1 filing: No plan indicated

Ownership: Indirect · By Joint Revocable Trust

Disclosed balance after: 250,159

Read SEC document
September 15, 2025 Filed Sep 15, 2025 16:08 UTC Burke & Herbert Financial Services Corp. BHRB · Entity 4722 PurchaseCommon Stock 100 $61.50 $6,150.00
Disclosure

SEC source: 0001186825-25-000003 · wk-form4_1757966927.xml · nonDerivative · entry 1

HINKLE GARY L · CIK 0001186825 · Director

10b5-1 filing: No plan indicated

Ownership: Indirect · By Joint Revocable Trust

Disclosed balance after: 248,559

Read SEC document
May 23, 2025 Filed May 27, 2025 09:18 UTC Burke & Herbert Financial Services Corp. BHRB · Entity 4722 GrantCommon Stock 1,000 $0.00 $0.00
Disclosure

SEC source: 0001964333-25-000204 · wk-form4_1748351881.xml · nonDerivative · entry 1

HINKLE GARY L · CIK 0001186825 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 11,288

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
February 10, 2025 Filed Feb 10, 2025 16:14 UTC Burke & Herbert Financial Services Corp. BHRB · Entity 4722 PurchaseCommon Stock 3,000 $64.97 $194,916.00
Disclosure

SEC source: 0001964333-25-000054 · wk-form4_1739222089.xml · nonDerivative · entry 1

HINKLE GARY L · CIK 0001186825 · Director

10b5-1 filing: No plan indicated

Ownership: Indirect · By Joint Revocable Trust

Disclosed balance after: 248,459

F1 · price: The price reported in Column 4 is a weighted average price. These shares were purchased in multiple transactions at prices ranging from $64.79 to $65.00, 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 purchased at each separate price within the ranges set forth in this footnote

Read SEC document
February 05, 2025 Filed Feb 5, 2025 14:25 UTC Burke & Herbert Financial Services Corp. BHRB · Entity 4722 PurchaseCommon Stock 1,104 $64.43 $71,125.97
Disclosure

SEC source: 0001964333-25-000052 · wk-form4_1738783510.xml · nonDerivative · entry 1

HINKLE GARY L · CIK 0001186825 · Director

10b5-1 filing: No plan indicated

Ownership: Indirect · By Joint Revocable Trust

Disclosed balance after: 245,459

F1 · price: The price reported in Column 4 is a weighted average price. These shares were purchased in multiple transactions at prices ranging from $64.32 to $64.50, 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 purchased at each separate price within the ranges set forth in this footnote.

Read SEC document
January 31, 2025 Filed Jan 31, 2025 15:46 UTC Burke & Herbert Financial Services Corp. BHRB · Entity 4722 PurchaseCommon Stock 1,000 $64.48 $64,484.80
Disclosure

SEC source: 0001964333-25-000050 · wk-form4_1738356384.xml · nonDerivative · entry 1

HINKLE GARY L · CIK 0001186825 · Director

10b5-1 filing: No plan indicated

Ownership: Indirect · By Joint Revocable Trust

Disclosed balance after: 244,355

F1 · price: The price reported in Column 4 is a weighted average price. These shares were purchased in multiple transactions at prices ranging from $64.46 to $64.50, 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 purchased at each separate price within the ranges set forth in this footnote.

Read SEC document
December 13, 2024 Filed Dec 16, 2024 08:50 UTC Burke & Herbert Financial Services Corp. BHRB · Entity 4722 PurchaseCommon Stock 110 $69.65 $7,661.50
Disclosure

SEC source: 0001964333-24-000392 · wk-form4_1734357052.xml · nonDerivative · entry 2

HINKLE GARY L · CIK 0001186825 · Director

10b5-1 filing: No plan indicated

Ownership: Indirect · By Joint Revocable Trust

Disclosed balance after: 243,355

Read SEC document
December 13, 2024 Filed Dec 16, 2024 08:50 UTC Burke & Herbert Financial Services Corp. BHRB · Entity 4722 PurchaseCommon Stock 4,890 $69.14 $338,083.84
Disclosure

SEC source: 0001964333-24-000392 · wk-form4_1734357052.xml · nonDerivative · entry 1

HINKLE GARY L · CIK 0001186825 · Director

10b5-1 filing: No plan indicated

Ownership: Indirect · By Joint Revocable Trust

Disclosed balance after: 243,245

F1 · price: The price reported in Column 4 is a weighted average price. These shares were purchased in multiple transactions at prices ranging from $68.54 to $69.50, 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 purchased at each separate price within the ranges set forth in this footnote.

Read SEC document
November 18, 2024 Filed Nov 19, 2024 16:07 UTC Burke & Herbert Financial Services Corp. BHRB · Entity 4722 PurchaseCommon Stock 1,548 $68.50 $106,031.81
Disclosure

SEC source: 0001964333-24-000370 · wk-form4_1732050470.xml · nonDerivative · entry 2

HINKLE GARY L · CIK 0001186825 · Director

10b5-1 filing: No plan indicated

Ownership: Indirect · By Joint Revocable Trust

Disclosed balance after: 238,355

Read SEC document
November 18, 2024 Filed Dec 5, 2024 16:35 UTC Amendment Burke & Herbert Financial Services Corp. BHRB · Entity 4722 PurchaseCommon Stock 1,548 $68.50 $106,031.81
Disclosure

SEC source: 0001964333-24-000378 · wk-form4a_1733434537.xml · nonDerivative · entry 2

HINKLE GARY L · CIK 0001186825 · Director

10b5-1 filing: No plan indicated

Ownership: Indirect · By Joint Revocable Trust

Disclosed balance after: 238,355

F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $68.27 to $69.00, inclusive.

Read SEC document
November 15, 2024 Filed Nov 19, 2024 16:07 UTC Burke & Herbert Financial Services Corp. BHRB · Entity 4722 PurchaseCommon Stock 3,652 $68.56 $250,395.73
Disclosure

SEC source: 0001964333-24-000370 · wk-form4_1732050470.xml · nonDerivative · entry 1

HINKLE GARY L · CIK 0001186825 · Director

10b5-1 filing: No plan indicated

Ownership: Indirect · By Joint Revocable Trust

Disclosed balance after: 236,807

Read SEC document
November 15, 2024 Filed Dec 5, 2024 16:35 UTC Amendment Burke & Herbert Financial Services Corp. BHRB · Entity 4722 PurchaseCommon Stock 3,652 $68.56 $250,395.73
Disclosure

SEC source: 0001964333-24-000378 · wk-form4a_1733434537.xml · nonDerivative · entry 1

HINKLE GARY L · CIK 0001186825 · Director

10b5-1 filing: No plan indicated

Ownership: Indirect · By Joint Revocable Trust

Disclosed balance after: 236,807

F1 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $68.16 to $68.84, 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 footnotes (1) and (2) to this Form 4.

Read SEC document
August 23, 2024 Filed Aug 26, 2024 12:46 UTC Burke & Herbert Financial Services Corp. BHRB · Entity 4722 PurchaseCommon Stock 5,000 $68.09 $340,450.00
Disclosure

SEC source: 0001964333-24-000346 · wk-form4_1724690771.xml · nonDerivative · entry 1

HINKLE GARY L · CIK 0001186825 · Director

10b5-1 filing: No plan indicated

Ownership: Indirect · By Joint Revocable Trust

Disclosed balance after: 233,155

Read SEC document
August 15, 2024 Filed Aug 19, 2024 09:13 UTC Burke & Herbert Financial Services Corp. BHRB · Entity 4722 GrantCommon Stock 1,000 $0.00 $0.00
Disclosure

SEC source: 0001964333-24-000331 · wk-form4_1724073209.xml · nonDerivative · entry 1

HINKLE GARY L · CIK 0001186825 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 10,288

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 22, 2024 Filed May 22, 2024 16:01 UTC Burke & Herbert Financial Services Corp. BHRB · Entity 4722 PurchaseCommon Stock 3,482 $49.47 $172,246.88
Disclosure

SEC source: 0001964333-24-000244 · wk-form4_1716408093.xml · nonDerivative · entry 1

HINKLE GARY L · CIK 0001186825 · Director

10b5-1 filing: No plan indicated

Ownership: Indirect · By Joint Revocable Trust

Disclosed balance after: 228,155

Read SEC document
May 21, 2024 Filed May 21, 2024 11:57 UTC Burke & Herbert Financial Services Corp. BHRB · Entity 4722 PurchaseCommon Stock 986 $49.96 $49,257.60
Disclosure

SEC source: 0001964333-24-000238 · wk-form4_1716307063.xml · nonDerivative · entry 1

HINKLE GARY L · CIK 0001186825 · Director

10b5-1 filing: No plan indicated

Ownership: Indirect · By Joint Revocable Trust

Disclosed balance after: 223,155

Read SEC document
May 21, 2024 Filed May 22, 2024 07:47 UTC Burke & Herbert Financial Services Corp. BHRB · Entity 4722 PurchaseCommon Stock 1,518 $49.85 $75,667.75
Disclosure

SEC source: 0001964333-24-000240 · wk-form4_1716378449.xml · nonDerivative · entry 1

HINKLE GARY L · CIK 0001186825 · Director

10b5-1 filing: No plan indicated

Ownership: Indirect · By Joint Revocable Trust

Disclosed balance after: 224,673

Read SEC document
May 20, 2024 Filed May 21, 2024 08:07 UTC Burke & Herbert Financial Services Corp. BHRB · Entity 4722 PurchaseCommon Stock 2,039 $50.25 $102,463.83
Disclosure

SEC source: 0001964333-24-000236 · wk-form4_1716293239.xml · nonDerivative · entry 1

HINKLE GARY L · CIK 0001186825 · Director

10b5-1 filing: No plan indicated

Ownership: Indirect · By Joint Revocable Trust

Disclosed balance after: 222,169

Read SEC document
May 17, 2024 Filed May 20, 2024 08:19 UTC Burke & Herbert Financial Services Corp. BHRB · Entity 4722 PurchaseCommon Stock 470 $50.54 $23,753.33
Disclosure

SEC source: 0001964333-24-000234 · wk-form4_1716207538.xml · nonDerivative · entry 1

HINKLE GARY L · CIK 0001186825 · Director

10b5-1 filing: No plan indicated

Ownership: Indirect · By Joint Revocable Trust

Disclosed balance after: 220,130

Read SEC document
May 16, 2024 Filed May 17, 2024 12:55 UTC Burke & Herbert Financial Services Corp. BHRB · Entity 4722 PurchaseCommon Stock 15 $50.20 $753.00
Disclosure

SEC source: 0001964333-24-000232 · wk-form4_1715964920.xml · nonDerivative · entry 2

HINKLE GARY L · CIK 0001186825 · Director

10b5-1 filing: No plan indicated

Ownership: Indirect · By Joint Revocable Trust

Disclosed balance after: 219,660

Read SEC document
May 16, 2024 Filed May 17, 2024 12:55 UTC Burke & Herbert Financial Services Corp. BHRB · Entity 4722 PurchaseCommon Stock 195 $50.30 $9,808.50
Disclosure

SEC source: 0001964333-24-000232 · wk-form4_1715964920.xml · nonDerivative · entry 1

HINKLE GARY L · CIK 0001186825 · Director

10b5-1 filing: No plan indicated

Ownership: Indirect · By Joint Revocable Trust

Disclosed balance after: 219,645

Read SEC document
May 15, 2024 Filed May 15, 2024 17:17 UTC Burke & Herbert Financial Services Corp. BHRB · Entity 4722 PurchaseCommon Stock 100 $50.35 $5,035.00
Disclosure

SEC source: 0001964333-24-000230 · wk-form4_1715807833.xml · nonDerivative · entry 2

HINKLE GARY L · CIK 0001186825 · Director

10b5-1 filing: No plan indicated

Ownership: Indirect · By Joint Revocable Trust

Disclosed balance after: 219,450

Read SEC document
May 15, 2024 Filed May 15, 2024 17:17 UTC Burke & Herbert Financial Services Corp. BHRB · Entity 4722 PurchaseCommon Stock 500 $50.20 $25,100.00
Disclosure

SEC source: 0001964333-24-000230 · wk-form4_1715807833.xml · nonDerivative · entry 1

HINKLE GARY L · CIK 0001186825 · Director

10b5-1 filing: No plan indicated

Ownership: Indirect · By Joint Revocable Trust

Disclosed balance after: 219,350

Read SEC document
May 14, 2024 Filed May 14, 2024 15:15 UTC Burke & Herbert Financial Services Corp. BHRB · Entity 4722 PurchaseCommon Stock 2,779 $49.50 $137,560.50
Disclosure

SEC source: 0001964333-24-000228 · wk-form4_1715714128.xml · nonDerivative · entry 1

HINKLE GARY L · CIK 0001186825 · Director

10b5-1 filing: No plan indicated

Ownership: Indirect · By Joint Revocable Trust

Disclosed balance after: 218,850

Read SEC document
May 13, 2024 Filed May 14, 2024 09:33 UTC Burke & Herbert Financial Services Corp. BHRB · Entity 4722 PurchaseCommon Stock 613 $49.65 $30,435.45
Disclosure

SEC source: 0001964333-24-000226 · wk-form4_1715693580.xml · nonDerivative · entry 1

HINKLE GARY L · CIK 0001186825 · Director

10b5-1 filing: No plan indicated

Ownership: Indirect · By Joint Revocable Trust

Disclosed balance after: 216,071

Read SEC document
May 10, 2024 Filed May 10, 2024 16:33 UTC Burke & Herbert Financial Services Corp. BHRB · Entity 4722 PurchaseCommon Stock 1,608 $49.60 $79,756.80
Disclosure

SEC source: 0001964333-24-000224 · wk-form4_1715373223.xml · nonDerivative · entry 1

HINKLE GARY L · CIK 0001186825 · Director

10b5-1 filing: No plan indicated

Ownership: Indirect · By Joint Revocable Trust

Disclosed balance after: 215,458

Read SEC document
May 03, 2024 Filed May 3, 2024 12:15 UTC SUMMIT FINANCIAL GROUP, INC. SMMF · Entity 91541 Exercise / conversionPhantom Stock · Derivative 7,509.76 Not disclosed Not disclosed
Disclosure

SEC source: 0001437749-24-014559 · rdgdoc.xml · derivative · entry 8

HINKLE GARY L · CIK 0001186825 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 7,509.76 shares

Expires not disclosed

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 · derivative.exercise_price: Each share of phantom stock was the economic equivalent of one share of SMMF common stock. The reporting person settled his shares of phantom stock for cash. The price for the settlement of the phantom stock for cash is the market price of one share of SMMF common stock of $26.47

F3 · price: Each share of phantom stock was the economic equivalent of one share of SMMF common stock. The reporting person settled his shares of phantom stock for cash. The price for the settlement of the phantom stock for cash is the market price of one share of SMMF common stock of $26.47

F1 · derivative.exercise_date: Shares of Phantom Stock are payable only in cash following termination of the reporting person's service as a director of Summit.

F1 · derivative.expiration_date: Shares of Phantom Stock are payable only in cash following termination of the reporting person's service as a director of Summit.

Read SEC document
May 03, 2024 Filed May 3, 2024 12:15 UTC SUMMIT FINANCIAL GROUP, INC. SMMF · Entity 91541 Disposition to issuerCommon Stock 25,928.76 Not disclosed Not disclosed
Disclosure

SEC source: 0001437749-24-014559 · rdgdoc.xml · nonDerivative · entry 7

HINKLE GARY L · CIK 0001186825 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

F2 · 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 12:15 UTC SUMMIT FINANCIAL GROUP, INC. SMMF · Entity 91541 Exercise / conversionCommon Stock 7,509.76 Not disclosed Not disclosed
Disclosure

SEC source: 0001437749-24-014559 · rdgdoc.xml · nonDerivative · entry 6

HINKLE GARY L · CIK 0001186825 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 25,928.76

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: Each share of phantom stock was the economic equivalent of one share of SMMF common stock. The reporting person settled his shares of phantom stock for cash. The price for the settlement of the phantom stock for cash is the market price of one share of SMMF common stock of $26.47

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May 03, 2024 Filed May 3, 2024 12:15 UTC SUMMIT FINANCIAL GROUP, INC. SMMF · Entity 91541 Disposition to issuerCommon Stock 528 Not disclosed Not disclosed
Disclosure

SEC source: 0001437749-24-014559 · rdgdoc.xml · nonDerivative · entry 5

HINKLE GARY L · CIK 0001186825 · Director

10b5-1 filing: No plan indicated

Ownership: Indirect · As Cust for Grandchild

Disclosed balance after: 0

F2 · 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.

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May 03, 2024 Filed May 3, 2024 12:15 UTC SUMMIT FINANCIAL GROUP, INC. SMMF · Entity 91541 Disposition to issuerCommon Stock 4,800 Not disclosed Not disclosed
Disclosure

SEC source: 0001437749-24-014559 · rdgdoc.xml · nonDerivative · entry 4

HINKLE GARY L · CIK 0001186825 · Director

10b5-1 filing: No plan indicated

Ownership: Indirect · By Spouse

Disclosed balance after: 0

F2 · 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.

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May 03, 2024 Filed May 3, 2024 12:15 UTC SUMMIT FINANCIAL GROUP, INC. SMMF · Entity 91541 Disposition to issuerCommon Stock 13,220 Not disclosed Not disclosed
Disclosure

SEC source: 0001437749-24-014559 · rdgdoc.xml · nonDerivative · entry 3

HINKLE GARY L · CIK 0001186825 · Director

10b5-1 filing: No plan indicated

Ownership: Indirect · By H. T. Services

Disclosed balance after: 0

F2 · 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.

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May 03, 2024 Filed May 3, 2024 12:15 UTC SUMMIT FINANCIAL GROUP, INC. SMMF · Entity 91541 Disposition to issuerCommon Stock 63,853 Not disclosed Not disclosed
Disclosure

SEC source: 0001437749-24-014559 · rdgdoc.xml · nonDerivative · entry 2

HINKLE GARY L · CIK 0001186825 · Director

10b5-1 filing: No plan indicated

Ownership: Indirect · By Hinkle Trucking

Disclosed balance after: 0

F2 · 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.

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May 03, 2024 Filed May 3, 2024 12:15 UTC SUMMIT FINANCIAL GROUP, INC. SMMF · Entity 91541 Disposition to issuerCommon Stock 424,055 Not disclosed Not disclosed
Disclosure

SEC source: 0001437749-24-014559 · rdgdoc.xml · nonDerivative · entry 1

HINKLE GARY L · CIK 0001186825 · Director

10b5-1 filing: No plan indicated

Ownership: Indirect · By Joint Revocable Trust

Disclosed balance after: 0

F2 · 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.

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May 03, 2024 Filed May 6, 2024 09:14 UTC Burke & Herbert Financial Services Corp. BHRB · Entity 4722 GrantCommon Stock 266 Not disclosed Not disclosed
Disclosure

SEC source: 0001964333-24-000181 · wk-form4_1715001241.xml · nonDerivative · entry 6

HINKLE GARY L · CIK 0001186825 · Director

10b5-1 filing: No plan indicated

Ownership: Indirect · As Custodian for Grandchild

Disclosed balance after: 266

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.

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May 03, 2024 Filed May 6, 2024 09:14 UTC Burke & Herbert Financial Services Corp. BHRB · Entity 4722 GrantCommon Stock 2,420 Not disclosed Not disclosed
Disclosure

SEC source: 0001964333-24-000181 · wk-form4_1715001241.xml · nonDerivative · entry 5

HINKLE GARY L · CIK 0001186825 · Director

10b5-1 filing: No plan indicated

Ownership: Indirect · By Spouse

Disclosed balance after: 2,420

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.

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May 03, 2024 Filed May 6, 2024 09:14 UTC Burke & Herbert Financial Services Corp. BHRB · Entity 4722 GrantCommon Stock 6,666 Not disclosed Not disclosed
Disclosure

SEC source: 0001964333-24-000181 · wk-form4_1715001241.xml · nonDerivative · entry 4

HINKLE GARY L · CIK 0001186825 · Director

10b5-1 filing: No plan indicated

Ownership: Indirect · By HT Services

Disclosed balance after: 6,666

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.

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May 03, 2024 Filed May 6, 2024 09:14 UTC Burke & Herbert Financial Services Corp. BHRB · Entity 4722 GrantCommon Stock 32,201 Not disclosed Not disclosed
Disclosure

SEC source: 0001964333-24-000181 · wk-form4_1715001241.xml · nonDerivative · entry 3

HINKLE GARY L · CIK 0001186825 · Director

10b5-1 filing: No plan indicated

Ownership: Indirect · By Hinkle Trucking

Disclosed balance after: 32,201

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.

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May 03, 2024 Filed May 6, 2024 09:14 UTC Burke & Herbert Financial Services Corp. BHRB · Entity 4722 GrantCommon Stock 213,850 Not disclosed Not disclosed
Disclosure

SEC source: 0001964333-24-000181 · wk-form4_1715001241.xml · nonDerivative · entry 2

HINKLE GARY L · CIK 0001186825 · Director

10b5-1 filing: No plan indicated

Ownership: Indirect · By Joint Revocable Trust

Disclosed balance after: 213,850

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.

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May 03, 2024 Filed May 6, 2024 09:14 UTC Burke & Herbert Financial Services Corp. BHRB · Entity 4722 GrantCommon Stock 9,288 Not disclosed Not disclosed
Disclosure

SEC source: 0001964333-24-000181 · wk-form4_1715001241.xml · nonDerivative · entry 1

HINKLE GARY L · CIK 0001186825 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 9,288

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.

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September 14, 2023 Filed Sep 14, 2023 11:51 UTC SUMMIT FINANCIAL GROUP, INC. SMMF · Entity 91541 PurchaseCommon Stock 3,367 $24.07 $81,043.69
Disclosure

SEC source: 0001437749-23-025824 · rdgdoc.xml · nonDerivative · entry 3

HINKLE GARY L · CIK 0001186825 · Director

10b5-1 filing: No plan indicated

Ownership: Indirect · By Joint Revocable Trust

Disclosed balance after: 424,055

Read SEC document
September 13, 2023 Filed Sep 14, 2023 11:51 UTC SUMMIT FINANCIAL GROUP, INC. SMMF · Entity 91541 PurchaseCommon Stock 10,710 $24.20 $259,182.00
Disclosure

SEC source: 0001437749-23-025824 · rdgdoc.xml · nonDerivative · entry 2

HINKLE GARY L · CIK 0001186825 · Director

10b5-1 filing: No plan indicated

Ownership: Indirect · By Joint Revocable Trust

Disclosed balance after: 420,688

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September 12, 2023 Filed Sep 14, 2023 11:51 UTC SUMMIT FINANCIAL GROUP, INC. SMMF · Entity 91541 PurchaseCommon Stock 124 $24.17 $2,996.60
Disclosure

SEC source: 0001437749-23-025824 · rdgdoc.xml · nonDerivative · entry 1

HINKLE GARY L · CIK 0001186825 · Director

10b5-1 filing: No plan indicated

Ownership: Indirect · By Joint Revocable Trust

Disclosed balance after: 409,978

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February 01, 2023 Filed Feb 2, 2023 09:47 UTC SUMMIT FINANCIAL GROUP, INC. SMMF · Entity 91541 PurchaseCommon Stock 4,050 $25.95 $105,095.88
Disclosure

SEC source: 0001567619-23-001678 · doc1.xml · nonDerivative · entry 6

HINKLE GARY L · CIK 0001186825 · Director

10b5-1 filing: Not disclosed

Ownership: Indirect · By Joint Revocable Trust

Disclosed balance after: 409,854

F3 · price: The price reported in Column 4 is a weighted average price. These shares were purchased in multiple transactions at prices ranging from $25.91 to $25.98, inclusive. The reporting person undertakes to provide to Summit Financial Group, Inc., any security holder of Summit Financial Group, Inc. 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 above.

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January 30, 2023 Filed Jan 31, 2023 16:54 UTC SUMMIT FINANCIAL GROUP, INC. SMMF · Entity 91541 PurchaseCommon Stock 1,450 $25.49 $36,953.40
Disclosure

SEC source: 0001567619-23-001556 · doc1.xml · nonDerivative · entry 6

HINKLE GARY L · CIK 0001186825 · Director

10b5-1 filing: Not disclosed

Ownership: Indirect · By Joint Revocable Trust

Disclosed balance after: 405,804

Read SEC document
September 02, 2021 Filed Apr 7, 2022 14:14 UTC SUMMIT FINANCIAL GROUP, INC. SMMF · Entity 91541 GiftCommon Stock 404,354 $0.00 $0.00
Disclosure

SEC source: 0001567619-22-008233 · doc1.xml · nonDerivative · entry 5

HINKLE GARY L · CIK 0001186825 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 19,544

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May 27, 2021 Filed May 27, 2021 16:19 UTC SUMMIT FINANCIAL GROUP, INC. SMMF · Entity 91541 PurchaseCommon Stock 6,210 $24.15 $149,999.45
Disclosure

SEC source: 0001567619-21-011259 · doc1.xml · nonDerivative · entry 5

HINKLE GARY L · CIK 0001186825 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 423,898

Read SEC document
December 07, 2020 Filed Dec 10, 2020 09:38 UTC SUMMIT FINANCIAL GROUP, INC. SMMF · Entity 91541 PurchaseCommon Stock 1,413 $21.99 $31,070.46
Disclosure

SEC source: 0001567619-20-020836 · doc1.xml · nonDerivative · entry 5

HINKLE GARY L · CIK 0001186825 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 417,688

F3 · price: The price reported in Column 4 is an average price. These shares were purchased in multiple transactions at prices ranging from $21.95 to $22.00, inclusive. The reporting person undertakes to provide to Summit Financial Group, Inc., any security holder of Summit Financial Group, Inc. 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 above.

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December 04, 2020 Filed Dec 7, 2020 10:34 UTC SUMMIT FINANCIAL GROUP, INC. SMMF · Entity 91541 PurchaseCommon Stock 87 $21.75 $1,892.25
Disclosure

SEC source: 0001567619-20-020672 · doc1.xml · nonDerivative · entry 6

HINKLE GARY L · CIK 0001186825 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 416,275

Read SEC document
December 03, 2020 Filed Dec 7, 2020 10:34 UTC SUMMIT FINANCIAL GROUP, INC. SMMF · Entity 91541 PurchaseCommon Stock 3,757 $21.38 $80,319.02
Disclosure

SEC source: 0001567619-20-020672 · doc1.xml · nonDerivative · entry 5

HINKLE GARY L · CIK 0001186825 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 416,188

F3 · price: The price reported in Column 4 is an average price. These shares were purchased in multiple transactions at prices ranging from $21.00 to $21.49, inclusive. The reporting person undertakes to provide to Summit Financial Group, Inc., any security holder of Summit Financial Group, Inc. 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 above.

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.