| Company | Role | Class | Num Shares | Value | Price $ | Report Date | Ownership |
|---|---|---|---|---|---|---|---|
| Burke & Herbert Financial Services Corp. | Director | Common Stock | 12,439 | $733,901 | $59.00 | 15 Aug 2024 | Direct |
| SUMMIT FINANCIAL GROUP, INC. | Director | Common Stock | 0 | $0 | $25.58 | 03 May 2024 | Direct |
| Burke & Herbert Financial Services Corp. | Director | Preferred Stock | 50 | 15 Aug 2024 | By A.L.L. Construction, Inc. | ||
| SUMMIT FINANCIAL GROUP, INC. | Director | Non-Cumulative Perpetual Preferred Stock, Series 2021 | 0 | 03 May 2024 | By A.L.L. Construction, Inc. |
| Symbol | Company | Period | Transactions | Value $ | Form Type | Role | Filing Time |
|---|---|---|---|---|---|---|---|
| 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, 09:15 |
| /report/000143774924014554-kitzmiller-jason-a-2024-05-03 | SUMMIT FINANCIAL GROUP, INC. | 03 May 2024 | 2 | $0 | 4 | Director | 03 May 2024, 12:13 |
| BHRB | Burke & Herbert Financial Services Corp. | 03 May 2024 | 0 | $0 | 3 | Director | 03 May 2024, 08:17 |
| /report/000156761923005027-kitzmiller-jason-a-2023-03-13 | SUMMIT FINANCIAL GROUP, INC. | 13 Mar 2023 | 1 | +$199,008 | 4 | Director | 14 Mar 2023, 13:39 |
| /report/000156761923004876-kitzmiller-jason-a-2023-03-10 | SUMMIT FINANCIAL GROUP, INC. | 10 Mar 2023 | 1 | +$120,854 | 4 | Director | 13 Mar 2023, 10:41 |
| /report/000156761921011261-kitzmiller-jason-a-2021-05-27 | SUMMIT FINANCIAL GROUP, INC. | 27 May 2021 | 1 | +$50,000 | 4 | Director | 27 May 2021, 16:22 |