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 23, 2025 | May 27, 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 May 23, 2025 · Filed May 27, 2025
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 44,024 |
Reported balance
After 2025-05-23 transaction · row 1
1 source rowRow 1 · 2025-05-23 · Grant · Acquired 1,000 · Balance 44,024 F1: 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. |
| Common StockSEC Table I · non-derivative | IndirectBy Spouse | 11,770 |
Reported balance
Holding disclosure · report date 2025-05-23 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 11,770 |
Filing footnotes · ownership attribution and instrument terms
F1: 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.
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 |
Ending reported balance
After 2024-05-03 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2024-05-03 · Exercise / conversion · Acquired 2,066.77 · Balance 85,400.77 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 2 · 2024-05-03 · Disposition to issuer · Disposed 85,400.77 · 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-derivative | IndirectBy Spouse | 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 23,344 · 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 security | 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 · Exercise / conversion · Disposed 2,066.77 · 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
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 23, 2025 Filed May 27, 2025 09:17 UTC | Burke & Herbert Financial Services Corp. BHRB · Entity 4722 | GrantCommon Stock | 1,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001964333-25-000202 · wk-form4_1748351860.xml · nonDerivative · entry 1 BEAN OSCAR M · CIK 0001186818 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 44,024 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 09:13 UTC | Burke & Herbert Financial Services Corp. BHRB · Entity 4722 | GrantCommon Stock | 1,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001964333-24-000332 · wk-form4_1724073219.xml · nonDerivative · entry 1 BEAN OSCAR M · CIK 0001186818 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 43,024 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 12:11 UTC | SUMMIT FINANCIAL GROUP, INC. SMMF · Entity 91541 | Exercise / conversionPhantom Stock · Derivative | 2,066.77 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001437749-24-014550 · rdgdoc.xml · derivative · entry 4 BEAN OSCAR M · CIK 0001186818 · Director · Chairman of the Board 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 2,066.77 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 12:11 UTC | SUMMIT FINANCIAL GROUP, INC. SMMF · Entity 91541 | Disposition to issuerCommon Stock | 23,344 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001437749-24-014550 · rdgdoc.xml · nonDerivative · entry 3 BEAN OSCAR M · CIK 0001186818 · Director · Chairman of the Board 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. Read SEC document |
| May 03, 2024 Filed May 3, 2024 12:11 UTC | SUMMIT FINANCIAL GROUP, INC. SMMF · Entity 91541 | Disposition to issuerCommon Stock | 85,400.77 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001437749-24-014550 · rdgdoc.xml · nonDerivative · entry 2 BEAN OSCAR M · CIK 0001186818 · Director · Chairman of the Board 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 12:11 UTC | SUMMIT FINANCIAL GROUP, INC. SMMF · Entity 91541 | Exercise / conversionCommon Stock | 2,066.77 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001437749-24-014550 · rdgdoc.xml · nonDerivative · entry 1 BEAN OSCAR M · CIK 0001186818 · Director · Chairman of the Board 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 85,400.77 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 Read SEC document |
| May 03, 2024 Filed May 6, 2024 09:14 UTC | Burke & Herbert Financial Services Corp. BHRB · Entity 4722 | GrantCommon Stock | 11,770 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001964333-24-000183 · wk-form4_1715001265.xml · nonDerivative · entry 2 BEAN OSCAR M · CIK 0001186818 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · By Spouse Disclosed balance after: 11,770 F1 · price: Pursuant to the terms of the Agreement and Plan of Reorganization (the "Merger Agreement"), dated as of August 24, 2023, by and between Burke & Herbert Financial Services Corp. ("Burke & Herbert") and Summit Financial Group, Inc. ("Summit"), on May 3, 2024 (the "Closing Date") Summit merged with and into Burke & Herbert (the "Merger"), with Burke & Herbert continuing as the surviving company of the Merger. Pursuant to the Merger Agreement, on the Closing Date each share of Summit common stock held by the reporting person was converted into the right to receive 0.5043 of a share of common stock of Burke & Herbert rounded down to the nearest whole number of shares. The closing price of Burke & Herbert's common stock on May 2, 2024, was $51.67 per share. Read SEC document |
| May 03, 2024 Filed May 6, 2024 09:14 UTC | Burke & Herbert Financial Services Corp. BHRB · Entity 4722 | GrantCommon Stock | 42,024 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001964333-24-000183 · wk-form4_1715001265.xml · nonDerivative · entry 1 BEAN OSCAR M · CIK 0001186818 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 42,024 F1 · price: Pursuant to the terms of the Agreement and Plan of Reorganization (the "Merger Agreement"), dated as of August 24, 2023, by and between Burke & Herbert Financial Services Corp. ("Burke & Herbert") and Summit Financial Group, Inc. ("Summit"), on May 3, 2024 (the "Closing Date") Summit merged with and into Burke & Herbert (the "Merger"), with Burke & Herbert continuing as the surviving company of the Merger. Pursuant to the Merger Agreement, on the Closing Date each share of Summit common stock held by the reporting person was converted into the right to receive 0.5043 of a share of common stock of Burke & Herbert rounded down to the nearest whole number of shares. The closing price of Burke & Herbert's common stock on May 2, 2024, was $51.67 per share. Read SEC document |
| May 02, 2023 Filed May 2, 2023 14:42 UTC | SUMMIT FINANCIAL GROUP, INC. SMMF · Entity 91541 | PurchaseCommon Stock | 242 | $18.55 | $4,489.80 |
DisclosureSEC source: 0001437749-23-012052 · rdgdoc.xml · nonDerivative · entry 2 BEAN OSCAR M · CIK 0001186818 · Director · Chairman of the Board 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 83,334 F3 · price: The price reported in Column 4 is a weighted average price. These shares were purchased in multiple transactions at prices ranging from $18.54 to $18.56, 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 |
| March 13, 2023 Filed Mar 14, 2023 13:13 UTC | SUMMIT FINANCIAL GROUP, INC. SMMF · Entity 91541 | PurchaseCommon Stock | 200 | $21.99 | $4,398.00 |
DisclosureSEC source: 0001567619-23-005019 · doc1.xml · nonDerivative · entry 1 BEAN OSCAR M · CIK 0001186818 · Director · Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 83,092 Read SEC document |
| February 09, 2023 Filed Feb 10, 2023 15:50 UTC | SUMMIT FINANCIAL GROUP, INC. SMMF · Entity 91541 | PurchaseCommon Stock | 200 | $25.80 | $5,160.00 |
DisclosureSEC source: 0001567619-23-002355 · doc1.xml · nonDerivative · entry 1 BEAN OSCAR M · CIK 0001186818 · Director · Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 82,892 Read SEC document |
| February 07, 2023 Filed Feb 9, 2023 12:10 UTC | SUMMIT FINANCIAL GROUP, INC. SMMF · Entity 91541 | PurchaseCommon Stock | 100 | $26.55 | $2,655.00 |
DisclosureSEC source: 0001567619-23-002136 · doc1.xml · nonDerivative · entry 1 BEAN OSCAR M · CIK 0001186818 · Director · Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 82,692 Read SEC document |
| January 30, 2023 Filed Jan 31, 2023 09:09 UTC | SUMMIT FINANCIAL GROUP, INC. SMMF · Entity 91541 | PurchaseCommon Stock | 700 | $25.66 | $17,959.62 |
DisclosureSEC source: 0001567619-23-001477 · doc1.xml · nonDerivative · entry 1 BEAN OSCAR M · CIK 0001186818 · Director · Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 82,592 F3 · price: The price reported in Column 4 is a weighted average price. These shares were purchased in multiple transactions at prices ranging from $25.60 to $25.73, 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 |
| December 14, 2022 Filed Dec 14, 2022 14:17 UTC | SUMMIT FINANCIAL GROUP, INC. SMMF · Entity 91541 | PurchaseCommon Stock | 500 | $26.50 | $13,250.00 |
DisclosureSEC source: 0001567619-22-021562 · doc1.xml · nonDerivative · entry 1 BEAN OSCAR M · CIK 0001186818 · Director · Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 81,892 Read SEC document |
| December 16, 2019 Filed Dec 16, 2019 16:42 UTC | SUMMIT FINANCIAL GROUP, INC. SMMF · Entity 91541 | SaleCommon Stock | 1,692 | $27.55 | $46,617.98 |
DisclosureSEC source: 0001567619-19-023153 · doc1.xml · nonDerivative · entry 2 BEAN OSCAR M · CIK 0001186818 · Director · Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 81,392 F3 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $27.50 to $27.7778, 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 |
| December 13, 2019 Filed Dec 16, 2019 16:42 UTC | SUMMIT FINANCIAL GROUP, INC. SMMF · Entity 91541 | SaleCommon Stock | 308 | $27.50 | $8,470.00 |
DisclosureSEC source: 0001567619-19-023153 · doc1.xml · nonDerivative · entry 1 BEAN OSCAR M · CIK 0001186818 · Director · Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 83,084 Read SEC document |
| December 11, 2019 Filed Dec 12, 2019 13:25 UTC | SUMMIT FINANCIAL GROUP, INC. SMMF · Entity 91541 | SaleCommon Stock | 1,450 | $26.60 | $38,570.00 |
DisclosureSEC source: 0001567619-19-022949 · doc1.xml · nonDerivative · entry 1 BEAN OSCAR M · CIK 0001186818 · Director · Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 83,392 Read SEC document |
| August 13, 2019 Filed Aug 14, 2019 16:28 UTC | SUMMIT FINANCIAL GROUP, INC. SMMF · Entity 91541 | GiftCommon Stock | 2,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001567619-19-017025 · doc1.xml · nonDerivative · entry 2 BEAN OSCAR M · CIK 0001186818 · Director · Chairman 10b5-1 filing: Not disclosed Ownership: Indirect · By Spouse Disclosed balance after: 22,344.7208 F3 · balance_after: The reported holdings include stock acquired in dividend reinvestment transactions that are exempt from reporting under Rule 16a-11. Read SEC document |
| August 13, 2019 Filed Aug 14, 2019 16:28 UTC | SUMMIT FINANCIAL GROUP, INC. SMMF · Entity 91541 | SaleCommon Stock | 1,000 | $26.00 | $26,000.00 |
DisclosureSEC source: 0001567619-19-017025 · doc1.xml · nonDerivative · entry 1 BEAN OSCAR M · CIK 0001186818 · Director · Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 84,842 Read SEC document |
| August 13, 2019 Filed Dec 12, 2019 13:22 UTC Amendment | SUMMIT FINANCIAL GROUP, INC. SMMF · Entity 91541 | GiftCommon Stock | 1,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001567619-19-022947 · doc1.xml · nonDerivative · entry 1 BEAN OSCAR M · CIK 0001186818 · Director · Chairman 10b5-1 filing: Not disclosed Ownership: Indirect · By Spouse Disclosed balance after: 23,344 F1 · balance_after: The reported holdings include stock acquired in dividend reinvestment transactions that are exempt from reporting under Rule 16a-11. The amount of securities beneficially owned following reported transaction changed due to withdrawal from the dividend reinvestment plan. Read SEC document |
| October 31, 2017 Filed Nov 1, 2017 16:18 UTC | SUMMIT FINANCIAL GROUP, INC. SMMF · Entity 91541 | SaleCommon Stock | 4,000 | $27.01 | $108,040.00 |
DisclosureSEC source: 0001140361-17-040508 · doc1.xml · nonDerivative · entry 2 BEAN OSCAR M · CIK 0001186818 · Director · Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 85,842 Read SEC document |
| October 31, 2017 Filed Nov 1, 2017 16:18 UTC | SUMMIT FINANCIAL GROUP, INC. SMMF · Entity 91541 | GiftCommon Stock | 100 | $0.00 | $0.00 |
DisclosureSEC source: 0001140361-17-040508 · doc1.xml · nonDerivative · entry 1 BEAN OSCAR M · CIK 0001186818 · Director · Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 89,842 Read SEC document |
| May 11, 2017 Filed May 15, 2017 16:58 UTC | SUMMIT FINANCIAL GROUP, INC. SMMF · Entity 91541 | GiftCommon Stock | 760 | $0.00 | $0.00 |
DisclosureSEC source: 0001140361-17-020761 · doc1.xml · nonDerivative · entry 1 BEAN OSCAR M · CIK 0001186818 · Director · Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 89,942 Read SEC document |
| December 08, 2016 Filed Dec 9, 2016 15:52 UTC | SUMMIT FINANCIAL GROUP, INC. SMMF · Entity 91541 | SaleCommon Stock | 3,274 | $28.60 | $93,636.40 |
DisclosureSEC source: 0001140361-16-089260 · doc1.xml · nonDerivative · entry 1 BEAN OSCAR M · CIK 0001186818 · Director · Chairman 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 90,702 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.