M&A - Burke & Herbert Financial Services Corp.

Form Type: 5

Filing Date: 2025-02-12

Corporate Action: Merger

Type: New

Accession Number: 000196433325000058

Filing Summary: Burke & Herbert Financial Services Corp. reported a corporate action related to the merger with Summit Financial Group, Inc., effective May 3, 2024. The merger resulted in the conversion of shares from Summit into 39,321 shares of Burke & Herbert common stock. Georgette R. George, a reporting person and co-trustee of the LeRoy M. Rashid 1996 Irrevocable Trust Family Fund, became a director of Burke & Herbert on the same date as the merger. The shares owned by the Trust were not included in a prior Form 4 filed by the reporting person, which has implications for disclosures regarding ownership and compliance.

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