| Stock | Role | Class | Num Shares | Value | Price $ | Report Date | Ownership |
|---|---|---|---|---|---|---|---|
| Burke & Herbert Financial Services Corp. | EVP, Chief Experience Officer | Stock Settled Appreciation Rights | 0 | $147K | $52.29 | 23 Apr 2025 | Direct |
| Burke & Herbert Financial Services Corp. | EVP, Chief Experience Officer | Common Stock | 1.92K | $110K | $57.39 | 03 May 2025 | Direct |
| Burke & Herbert Financial Services Corp. | EVP, Chief Experience Officer | Common Stock | 1.93K | $96.1K | $49.87 | 03 May 2025 | By IRA |
| SUMMIT FINANCIAL GROUP, INC. | EVP & Chief Experience Officer | Common Stock | 0 | $0 | $25.58 | 03 May 2024 | By ESOP |
| SUMMIT FINANCIAL GROUP, INC. | EVP & Chief Experience Officer | Common Stock | 0 | $0 | $25.58 | 03 May 2024 | Direct |
| SUMMIT FINANCIAL GROUP, INC. | EVP & Chief Experience Officer | Stock-Settled Stock Appreciation Rights | 0 | $0 | $26.37 | 03 May 2024 | Direct |
| Symbol | Company | Period | Transactions | Value $ | Form Type | Role | Filing Time |
|---|---|---|---|---|---|---|---|
| BHRB | Burke & Herbert Financial Services Corp. | 03 May 2025 | 1 | -$4.07K | 4 | EVP, Chief Experience Officer | 06 May 2025, 13:30 |
| BHRB | Burke & Herbert Financial Services Corp. | 23 Apr 2025 | 3 | -$4 | 4 | EVP, Chief Experience Officer | 24 Apr 2025, 15:08 |
| BHRB | Burke & Herbert Financial Services Corp. | 23 Jan 2025 | 0 | $0 | 4/A | EVP, Chief Experience Officer | 11 Mar 2025, 11:22 |
| BHRB | Burke & Herbert Financial Services Corp. | 03 May 2024 | 7 | $442K | 4 | EVP, Chief Experience Officer | 06 May 2024, 16:05 |
| SMMF | SUMMIT FINANCIAL GROUP, INC. | 03 May 2024 | 8 | $0 | 4 | EVP & Chief Experience Officer | 03 May 2024, 12:18 |
| BHRB | Burke & Herbert Financial Services Corp. | 03 May 2024 | 0 | $0 | 3 | EVP, Chief Experience Officer | 03 May 2024, 08:17 |
| SMMF | SUMMIT FINANCIAL GROUP, INC. | 01 Apr 2023 | 0 | $0 | 3 | EVP & Chief Experience Officer | 03 Apr 2023, 16:16 |