| Company | Role | Class | Num Shares | Value | Price $ | Report Date | Ownership |
|---|---|---|---|---|---|---|---|
| Burke & Herbert Financial Services Corp. | Director | Common Stock | 33,468 | $1,984,652 | $59.30 | 26 Jun 2025 | Direct |
| Burke & Herbert Financial Services Corp. | Director | Common Stock | 12,607 | $747,595 | $59.30 | 24 Oct 2025 | JPG Trust |
| Burke & Herbert Financial Services Corp. | Director | Common Stock | 3,637 | $215,674 | $59.30 | 26 Jun 2025 | By Spouse |
| SUMMIT FINANCIAL GROUP, INC. | Director | Common Stock | 0 | $0 | $25.58 | 03 May 2024 | By Spouse |
| SUMMIT FINANCIAL GROUP, INC. | Director | Common Stock | 0 | $0 | $25.58 | 03 May 2024 | Direct |
| Symbol | Company | Period | Transactions | Value $ | Form Type | Role | Filing Time |
|---|---|---|---|---|---|---|---|
| BHRB | Burke & Herbert Financial Services Corp. | 26 Jun 2025 | 2 | $0 | 4 | Director | 23 Dec 2025, 13:39 |
| BHRB | Burke & Herbert Financial Services Corp. | 23 May 2025 | 1 | $0 | 4 | Director | 27 May 2025, 09:17 |
| BHRB | Burke & Herbert Financial Services Corp. | 15 Aug 2024 | 1 | $0 | 4 | Director | 19 Aug 2024, 09:14 |
| BHRB | Burke & Herbert Financial Services Corp. | 03 May 2024 | 2 | $0 | 4 | Director | 06 May 2024, 09:14 |
| /report/000143774924014557-geary-james-p-ii-2024-05-03 | SUMMIT FINANCIAL GROUP, INC. | 03 May 2024 | 2 | $0 | 4 | Director | 03 May 2024, 12:14 |
| BHRB | Burke & Herbert Financial Services Corp. | 03 May 2024 | 0 | $0 | 3 | Director | 03 May 2024, 08:18 |
| /report/000143774924010550-geary-james-p-ii-2024-03-19 | SUMMIT FINANCIAL GROUP, INC. | 19 Mar 2024 | 1 | +$22,920 | 4 | Director | 02 Apr 2024, 14:30 |
| /report/000156761922009586-geary-james-p-ii-2022-05-05 | SUMMIT FINANCIAL GROUP, INC. | 05 May 2022 | 1 | $0 | 4 | Director | 05 May 2022, 13:48 |