H. Charles Maddy III

Insider Reports History

Location
300 North Main Street, Moorefield, WV
Signature
/s/ Matthew Rucker, as Attorney-in-Fact for H. Charles Maddy III
All insider transactions
Transactions in reports broken out by “transaction date” reported in original SEC filing, see here for transactions aggregated across transaction date

Holdings reported by H. Charles Maddy III:

Stock Role Class Num Shares Value Price $ Report Date Ownership
Burke & Herbert Financial Services Corp. President, Director Common Stock 34.8K $2M $57.39 May 3, 2025 Direct
Burke & Herbert Financial Services Corp. President, Director Common Stock 19.6K $977K $49.87 May 3, 2025 By Spouse
Burke & Herbert Financial Services Corp. President, Director Common Stock 16.9K $842K $49.87 May 3, 2025 By IRA
Burke & Herbert Financial Services Corp. President, Director Stock Settled Appreciation Rights 0 $290K $52.29 Apr 23, 2025 Direct
SUMMIT FINANCIAL GROUP, INC. President & CEO, Director Common Stock 0 $0 $25.58 May 3, 2024 By ESOP
SUMMIT FINANCIAL GROUP, INC. President & CEO, Director Common Stock 0 $0 $25.58 May 3, 2024 By Wife
SUMMIT FINANCIAL GROUP, INC. President & CEO, Director Common Stock 0 $0 $25.58 May 3, 2024 Direct
SUMMIT FINANCIAL GROUP, INC. President & CEO, Director Stock-Settled Stock Appreciation Rights 0 $0 $26.37 May 3, 2024 Direct

Insider Reports Filed by H. Charles Maddy III

Symbol Company Period Transactions Value $ Form Type Date Filed Role
BHRB Burke & Herbert Financial Services Corp. May 3, 2025 1 -$47.9K 4 May 6, 2025 President, Director
BHRB Burke & Herbert Financial Services Corp. Apr 23, 2025 3 -$10 4 Apr 24, 2025 President, Director
BHRB Burke & Herbert Financial Services Corp. Jan 23, 2025 0 $0 4/A Mar 11, 2025 President, Director
BHRB Burke & Herbert Financial Services Corp. Nov 6, 2024 3 -$34 4 Nov 8, 2024 President, Director
BHRB Burke & Herbert Financial Services Corp. May 3, 2024 8 $2.87M 4 May 6, 2024 President, Director
SMMF SUMMIT FINANCIAL GROUP, INC. May 3, 2024 9 $0 4 May 3, 2024 President & CEO, Director
BHRB Burke & Herbert Financial Services Corp. May 3, 2024 0 $0 3 May 3, 2024 President, Director
SMMF SUMMIT FINANCIAL GROUP, INC. Apr 14, 2023 1 $0 4 Apr 14, 2023 President & CEO, Director
SMMF SUMMIT FINANCIAL GROUP, INC. Feb 9, 2023 1 $775K 4 Feb 10, 2023 President & CEO, Director
SMMF SUMMIT FINANCIAL GROUP, INC. May 20, 2022 1 $0 4 May 23, 2022 President & CEO, Director
SMMF SUMMIT FINANCIAL GROUP, INC. Jul 15, 2021 1 $677K 4 Jul 15, 2021 President & CEO, Director