Key facts
- This page summarizes David H. Wilson Sr.'s Form 4 filing for Burke & Herbert Financial Services Corp. (BHRB).
- 6 reported transactions and 0 derivative rows are listed below.
- Accepted by SEC: 06 May 2024, 09:15.
David H. Wilson Sr. - 03 May 2024 Form 4 Insider Report for Burke & Herbert Financial Services Corp. (BHRB)
- Reporting relationship
- Bank Director
- Issuer ticker
- BHRB
- Reported as of
- 03 May 2024
- Net transaction value
- $0
- SEC form
- 4
- Accepted by SEC
- 06 May 2024, 09:15:59 UTC
- Prior SEC filing
- 03 Apr 2023
- Next SEC filing
- 18 Jun 2026
- Source filing
- View source filing
- Reporting owner signature
- /s/ Kirtan Parikh, as Attorney-in-Fact for David H. Wilson, Sr.
Source evidence
Original filing metadata and source links for verification.
5 source fields
Reporting owner
1 detail
Key filing fact
David H. Wilson Sr. filed Form 4 for Burke & Herbert Financial Services Corp. (BHRB) on 06 May 2024.
Change
- Previous filing in this sequence was filed on 03 Apr 2023.
- Current net transaction value: $0.
Research use
- This tells you what this filing adds before you inspect full transaction and derivative tables.
- You can trace every row back to the original SEC filing document.
Evidence
Filed on Form 4
View source filing
Ownership activity is grounded in SEC Form 4 disclosures.
Reported non-derivative transactions
Shares, units, or other non-derivative securities reported in this filing.
BHRB
transaction
Common Stock
Award
- Transaction value
- Shares
- +19,958
- Change %
- Price
- Shares after
- 19,958
- Date
- 03 May 2024
- Ownership
- Direct
- Footnotes
- F1
BHRB
transaction
Common Stock
Award
- Transaction value
- Shares
- +2,443
- Change %
- Price
- Shares after
- 2,443
- Date
- 03 May 2024
- Ownership
- By Spouse
- Footnotes
- F1
BHRB
transaction
Common Stock
Award
- Transaction value
- Shares
- +37,835
- Change %
- Price
- Shares after
- 37,835
- Date
- 03 May 2024
- Ownership
- By ADBMD Landholdings LLC
- Footnotes
- F1
BHRB
transaction
Common Stock
Award
- Transaction value
- Shares
- +874
- Change %
- Price
- Shares after
- 874
- Date
- 03 May 2024
- Ownership
- By Boulevard Auto Sales
- Footnotes
- F1
BHRB
transaction
Common Stock
Award
- Transaction value
- Shares
- +874
- Change %
- Price
- Shares after
- 874
- Date
- 03 May 2024
- Ownership
- By Millsboro Auto Mart II
- Footnotes
- F1
BHRB
transaction
Common Stock
Award
- Transaction value
- Shares
- +5,401
- Change %
- Price
- Shares after
- 5,401
- Date
- 03 May 2024
- Ownership
- By A D B M Properties Inc
- Footnotes
- F1
* marks a reported price that did not pass the local price check.
Additional SEC filing notes
Filing notes and footnotes
Explanation of responses 1 footnote
Footnote F1
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.