George Georgette R. 5
5 · Burke & Herbert Financial Services Corp. · Filed Feb 12, 2025
Insider Transaction Report
Form 5
George Georgette R.
Director
Transactions
- Award
Common Stock
2024-05-03+39,321→ 39,321 total(indirect: By Trust)
Holdings
- 20,971
Common Stock
- 9,696(indirect: By Sellaro Enterprises, Inc.)
Common Stock
- 21,032(indirect: By Spouse)
Common Stock
- 38,722(indirect: By Partnership)
Common Stock
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.