Home/Filings/5/0001964333-25-000058
5//SEC Filing

George Georgette R. 5

Accession 0001964333-25-000058

CIK 0001964333other

Filed

Feb 11, 7:00 PM ET

Accepted

Feb 12, 12:54 PM ET

Size

8.3 KB

Accession

0001964333-25-000058

Insider Transaction Report

Form 5
Period: 2024-12-31
Transactions
  • Award

    Common Stock

    2024-05-03+39,32139,321 total(indirect: By Trust)
Holdings
  • Common Stock

    20,971
  • Common Stock

    (indirect: By Sellaro Enterprises, Inc.)
    9,696
  • Common Stock

    (indirect: By Spouse)
    21,032
  • Common Stock

    (indirect: By Partnership)
    38,722
Footnotes (1)
  • [F1]The reporting person is a co-trustee of the LeRoy M. Rashid 1996 Irrevocable Trust Family Fund (the "Trust"). The Trust owned shares of Summit Financial Group, Inc. ("Summit") that were converted into 39,321 shares of common stock of Burke & Herbert Financial Services Corp. ("Burke & Herbert") upon the merger of Summit with and into Burke & Herbert on May 3, 2024. The reporting person became a director of Burke & Herbert on May 3, 2024. The shares owned by the Trust were omitted from the reporting person's Form 4 filed on May 6, 2024 and also omitted from the Form 4 subsequently filed by the reporting person.

Issuer

Burke & Herbert Financial Services Corp.

CIK 0001964333

Entity typeother

Related Parties

1
  • filerCIK 0001486521

Filing Metadata

Form type
5
Filed
Feb 11, 7:00 PM ET
Accepted
Feb 12, 12:54 PM ET
Size
8.3 KB