Insider · CIK 0001186827

MADDY H CHARLES III

Reports to the SEC for 2 companies · ALEXANDRIA, VA

sec.gov

Transactions

Companies

Filings

CIK

0001186827

Forms 4 and 5

Insider transactions

50 trades

Date	Company	Role	Code	Shares	Price	Value	Shares after
2026-06-29	BHRBBurke & Herbert Financial Services Corp.M Exercise/Conversion	Director, President	MExercise/Conversion	+7,901 sh	$51.58	+$408K	54,543
2026-06-29	BHRBBurke & Herbert Financial Services Corp.M Exercise/Conversion	Director, President	MExercise/Conversion	+14.8K sh	$52.29	+$775K	69,366
2026-06-29	BHRBBurke & Herbert Financial Services Corp.F Tax Payment	Director, President	FTax Payment	−18.4K sh	$71.44	−$1.31M	51,012
2026-06-29	BHRBBurke & Herbert Financial Services Corp. · Stock Settled Appreciation RightsM Exercise/Conversion	Director, President	MExercise/Conversion	−7,901 sh	—	—	0
2026-06-29	BHRBBurke & Herbert Financial Services Corp. · Stock Settled Appreciation RightsM Exercise/Conversion	Director, President	MExercise/Conversion	−14.8K sh	—	—	0
2026-06-29	BHRBBurke & Herbert Financial Services Corp.F Tax Payment	Director, President	FTax Payment	−18.5K sh	$71.34	−$1.32M	50,845
2026-06-25	BHRBBurke & Herbert Financial Services Corp.M Exercise/Conversion	Director, President	MExercise/Conversion	+15.9K sh	$47.47	+$756K	59,022
2026-06-25	BHRBBurke & Herbert Financial Services Corp.F Tax Payment	Director, President	FTax Payment	−12.4K sh	$69.29	−$858K	46,642
2026-06-25	BHRBBurke & Herbert Financial Services Corp. · Stock Settled Appreciation RightsM Exercise/Conversion	Director, President	MExercise/Conversion	−15.9K sh	—	—	0
2026-06-25	BHRBBurke & Herbert Financial Services Corp.F Tax Payment	Director, President	FTax Payment	−12.5K sh	$67.85	−$851K	46,477
2026-05-03	BHRBBurke & Herbert Financial Services Corp.F Tax Payment	Director, President	FTax Payment	−1,541 sh	$64.64	−$99.6K	43,088
2026-02-10	BHRBBurke & Herbert Financial Services Corp.M Exercise/Conversion	Director, President	MExercise/Conversion	+15.6K sh	$43.33	+$677K	56,166
2026-02-10	BHRBBurke & Herbert Financial Services Corp.F Tax Payment	Director, President	FTax Payment	−11.5K sh	$69.62	−$803K	44,629
2026-02-10	BHRBBurke & Herbert Financial Services Corp. · Stock Settled Appreciation RightsM Exercise/Conversion	Director, President	MExercise/Conversion	−15.6K sh	—	—	0
2026-01-22	BHRBBurke & Herbert Financial Services Corp.A Award	Director, President	AAward	+5,720 sh	—	—	40,550
2025-05-03	BHRBBurke & Herbert Financial Services Corp.F Tax Payment	Director, President	FTax Payment	−835 sh	$57.39	−$47.9K	34,830
2025-04-23	BHRBBurke & Herbert Financial Services Corp.M Exercise/Conversion	Director, President	MExercise/Conversion	+5,544 sh	$23.82	+$132K	38,249
2025-04-23	BHRBBurke & Herbert Financial Services Corp.D Disposition to Issuer	Director, President	DDisposition to Issuer	−2,584 sh	$51.11	−$132K	35,665
2025-04-23	BHRBBurke & Herbert Financial Services Corp. · Stock Settled Appreciation RightsM Exercise/Conversion	Director, President	MExercise/Conversion	−5,544 sh	—	—	0
2025-01-23	BHRBBurke & Herbert Financial Services Corp.A Award	Director, President	AAward	+8,580 sh	—	—	32,705
2024-11-06	BHRBBurke & Herbert Financial Services Corp.M Exercise/Conversion	Director, President	MExercise/Conversion	+5,000 sh	$23.82	+$119K	25,802
2024-11-06	BHRBBurke & Herbert Financial Services Corp.D Disposition to Issuer	Director, President	DDisposition to Issuer	−1,677 sh	$71.04	−$119K	24,125
2024-11-06	BHRBBurke & Herbert Financial Services Corp. · Stock Settled Appreciation RightsM Exercise/Conversion	Director, President	MExercise/Conversion	−5,000 sh	—	—	5,544
2024-05-03	BHRBBurke & Herbert Financial Services Corp.A Award	Director, President	AAward	+20.8K sh	—	—	20,802
2024-05-03	BHRBBurke & Herbert Financial Services Corp.A Award	Director, President	AAward	+19.6K sh	—	—	19,592
2024-05-03	BHRBBurke & Herbert Financial Services Corp.A Award	Director, President	AAward	+17K sh	—	—	16,965
2024-05-03	BHRBBurke & Herbert Financial Services Corp. · Stock Settled Appreciation RightsA Award	Director, President	AAward	+10.5K sh	$23.82	+$251K	10,544
2024-05-03	BHRBBurke & Herbert Financial Services Corp. · Stock Settled Appreciation RightsA Award	Director, President	AAward	+7,901 sh	$51.58	+$408K	7,901
2024-05-03	BHRBBurke & Herbert Financial Services Corp. · Stock Settled Appreciation RightsA Award	Director, President	AAward	+15.9K sh	$47.47	+$756K	15,934
2024-05-03	BHRBBurke & Herbert Financial Services Corp. · Stock Settled Appreciation RightsA Award	Director, President	AAward	+15.6K sh	$43.33	+$677K	15,616
2024-05-03	BHRBBurke & Herbert Financial Services Corp. · Stock Settled Appreciation RightsA Award	Director, President	AAward	+14.8K sh	$52.29	+$775K	14,823
2024-05-03	SUMMIT FINANCIAL GROUP, INC.J Other	Director, President & CEO	JOther	+1,891.367 sh	—	—	33,640.777
2024-05-03	SUMMIT FINANCIAL GROUP, INC.D Disposition to Issuer	Director, President & CEO	DDisposition to Issuer	−33.6K sh	—	—	0
2024-05-03	SUMMIT FINANCIAL GROUP, INC.D Disposition to Issuer	Director, President & CEO	DDisposition to Issuer	−41.3K sh	—	—	0
2024-05-03	SUMMIT FINANCIAL GROUP, INC.D Disposition to Issuer	Director, President & CEO	DDisposition to Issuer	−38.9K sh	—	—	0
2024-05-03	SUMMIT FINANCIAL GROUP, INC.Stock-Settled Stock Appreciation RightsD Disposition to Issuer	Director, President & CEO	DDisposition to Issuer	−20.9K sh	—	—	0
2024-05-03	SUMMIT FINANCIAL GROUP, INC.Stock-Settled Stock Appreciation RightsD Disposition to Issuer	Director, President & CEO	DDisposition to Issuer	−15.7K sh	—	—	0
2024-05-03	SUMMIT FINANCIAL GROUP, INC.Stock-Settled Stock Appreciation RightsD Disposition to Issuer	Director, President & CEO	DDisposition to Issuer	−31.6K sh	—	—	0
2024-05-03	SUMMIT FINANCIAL GROUP, INC.Stock-Settled Stock Appreciation RightsD Disposition to Issuer	Director, President & CEO	DDisposition to Issuer	−31K sh	—	—	0
2024-05-03	SUMMIT FINANCIAL GROUP, INC.Stock-Settled Stock Appreciation RightsD Disposition to Issuer	Director, President & CEO	DDisposition to Issuer	−29.4K sh	—	—	0
2023-04-14	SUMMIT FINANCIAL GROUP, INC.J Other	Director, President & CEO	JOther	+1,677.792 sh	—	—	31,749.41
2023-02-09	SUMMIT FINANCIAL GROUP, INC.Stock-Settled Stock Appreciation RightsA Award	Director, President & CEO	AAward	+29.4K sh	$26.37	+$775K	29,395
2022-05-20	SUMMIT FINANCIAL GROUP, INC.J Other	Director, President & CEO	JOther	+2,367.664 sh	—	—	30,071.618
2021-07-15	SUMMIT FINANCIAL GROUP, INC.Stock-Settled Stock Appreciation RightsA Award	Director, President & CEO	AAward	+31K sh	$21.85	+$677K	30,967
2021-04-14	SUMMIT FINANCIAL GROUP, INC.J Other	Director, President & CEO	JOther	+589.552 sh	—	—	27,703.954
2020-04-29	SUMMIT FINANCIAL GROUP, INC.J Other	Director, President & CEO	JOther	+1,430.634 sh	—	—	27,114.401
2020-04-29	SUMMIT FINANCIAL GROUP, INC.J Other	Director, President & CEO	JOther	+1,430.634 sh	—	—	27,114.401
2019-10-22	SUMMIT FINANCIAL GROUP, INC.G Gift	Director, President & CEO	GGift	−16 sh	—	—	41,250
2019-08-20	SUMMIT FINANCIAL GROUP, INC.G Gift	Director, President & CEO	GGift	−146.266 sh	—	—	41,266
2019-07-29	SUMMIT FINANCIAL GROUP, INC.S Sale	Director, President & CEO	SSale	−8,561 sh	$27.10	−$232K	41,412.266

Recent filings

Accepted (ET)
Aug 124/A
MADDY H CHARLES III0001186827-26-000013
SEC(opens sec.gov)
Aug 124/A
MADDY H CHARLES III0001186827-26-000014
SEC(opens sec.gov)
Jun 304
MADDY H CHARLES III0001186827-26-000010
SEC(opens sec.gov)
Jun 294
MADDY H CHARLES III0001186827-26-000008
SEC(opens sec.gov)
May 44
MADDY H CHARLES III0001186827-26-000006
SEC(opens sec.gov)
Feb 114
MADDY H CHARLES III0001186827-26-000004
SEC(opens sec.gov)
Jan 234
MADDY H CHARLES III0001186827-26-000002
SEC(opens sec.gov)
May 64
MADDY H CHARLES III0001964333-25-000167
SEC(opens sec.gov)
Apr 244
MADDY H CHARLES III0001964333-25-000142
SEC(opens sec.gov)
Jan 274
MADDY H CHARLES III0001964333-25-000029
SEC(opens sec.gov)

Companies

Address

100 SOUTH FAIRFAX STREET

ALEXANDRIA, VA, 22314