| Stock | Role | Class | Num Shares | Value | Price $ | Report Date | Ownership |
|---|---|---|---|---|---|---|---|
| Burke & Herbert Financial Services Corp. | Director | Common Stock | 20.3K | $1.13M | $55.57 | May 23, 2025 | Direct |
| Burke & Herbert Financial Services Corp. | Director | Common Stock | 4.85K | $269K | $55.57 | May 23, 2025 | By Anggus Enterprises |
| Burke & Herbert Financial Services Corp. | Director | Common Stock | 314 | $17.4K | $55.57 | May 23, 2025 | By Spouse |
| SUMMIT FINANCIAL GROUP, INC. | Director | Common Stock | 0 | $0 | $25.58 | May 3, 2024 | By Anggus Enterprises |
| SUMMIT FINANCIAL GROUP, INC. | Director | Common Stock | 0 | $0 | $25.58 | May 3, 2024 | By Spouse |
| SUMMIT FINANCIAL GROUP, INC. | Director | Common Stock | 0 | $0 | $25.58 | May 3, 2024 | Direct |
| SUMMIT FINANCIAL GROUP, INC. | Director | Non-Cumulative Perpetual Preferred Stock, Series 2021 | 0 | May 3, 2024 | Direct | ||
| SUMMIT FINANCIAL GROUP, INC. | Director | Phantom Stock | 0 | May 3, 2024 | Direct |
| Symbol | Company | Period | Transactions | Value $ | Form Type | Date Filed | Role |
|---|---|---|---|---|---|---|---|
| BHRB | Burke & Herbert Financial Services Corp. | May 23, 2025 | 1 | $0 | 4 | May 27, 2025 | Director |
| BHRB | Burke & Herbert Financial Services Corp. | Apr 30, 2025 | 1 | $27.2K | 4 | May 1, 2025 | Director |
| 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 | 4 | $0 | 4 | May 6, 2024 | Director |
| SMMF | SUMMIT FINANCIAL GROUP, INC. | May 3, 2024 | 6 | $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. | Feb 15, 2023 | 1 | $3.9K | 4 | Feb 16, 2023 | Director |
| SMMF | SUMMIT FINANCIAL GROUP, INC. | Dec 31, 2022 | 0 | $0 | 5 | Jan 11, 2023 | Director |
| SMMF | SUMMIT FINANCIAL GROUP, INC. | Dec 31, 2021 | 0 | $0 | 5 | Feb 8, 2022 | Director |