| Stock | Role | Class | Num Shares | Value | Price $ | Report Date | Ownership |
|---|---|---|---|---|---|---|---|
| Burke & Herbert Financial Services Corp. | Director | Common Stock | 12.4K | $734K | $59.00 | Aug 15, 2024 | Direct |
| SUMMIT FINANCIAL GROUP, INC. | Director | Common Stock | 0 | $0 | $25.58 | May 3, 2024 | Direct |
| Burke & Herbert Financial Services Corp. | Director | Preferred Stock | 50 | Aug 15, 2024 | By A.L.L. Construction, Inc. | ||
| SUMMIT FINANCIAL GROUP, INC. | Director | Non-Cumulative Perpetual Preferred Stock, Series 2021 | 0 | May 3, 2024 | By A.L.L. Construction, Inc. |
| Symbol | Company | Period | Transactions | Value $ | Form Type | Date Filed | Role |
|---|---|---|---|---|---|---|---|
| BHRB | Burke & Herbert Financial Services Corp. | Aug 15, 2024 | 1 | $0 | 4 | Aug 19, 2024 | Director |
| BHRB | Burke & Herbert Financial Services Corp. | May 3, 2024 | 2 | $0 | 4 | May 6, 2024 | Director |
| SMMF | SUMMIT FINANCIAL GROUP, INC. | May 3, 2024 | 2 | $0 | 4 | May 3, 2024 | Director |
| BHRB | Burke & Herbert Financial Services Corp. | May 3, 2024 | 0 | $0 | 3 | May 3, 2024 | Director |
| SMMF | SUMMIT FINANCIAL GROUP, INC. | Mar 13, 2023 | 1 | $199K | 4 | Mar 14, 2023 | Director |
| SMMF | SUMMIT FINANCIAL GROUP, INC. | Mar 10, 2023 | 1 | $121K | 4 | Mar 13, 2023 | Director |
| SMMF | SUMMIT FINANCIAL GROUP, INC. | May 27, 2021 | 1 | $50K | 4 | May 27, 2021 | Director |