0001964333-24-000191.txt : 20240506 0001964333-24-000191.hdr.sgml : 20240506 20240506091611 ACCESSION NUMBER: 0001964333-24-000191 CONFORMED SUBMISSION TYPE: 4 PUBLIC DOCUMENT COUNT: 1 CONFORMED PERIOD OF REPORT: 20240503 FILED AS OF DATE: 20240506 DATE AS OF CHANGE: 20240506 REPORTING-OWNER: OWNER DATA: COMPANY CONFORMED NAME: Bowling Ronald L CENTRAL INDEX KEY: 0001798595 ORGANIZATION NAME: FILING VALUES: FORM TYPE: 4 SEC ACT: 1934 Act SEC FILE NUMBER: 001-41633 FILM NUMBER: 24916090 MAIL ADDRESS: STREET 1: PO BOX 716 CITY: MULLENS STATE: WV ZIP: 25882 ISSUER: COMPANY DATA: COMPANY CONFORMED NAME: Burke & Herbert Financial Services Corp. CENTRAL INDEX KEY: 0001964333 STANDARD INDUSTRIAL CLASSIFICATION: NATIONAL COMMERCIAL BANKS [6021] ORGANIZATION NAME: 02 Finance IRS NUMBER: 920289417 STATE OF INCORPORATION: VA FISCAL YEAR END: 1231 BUSINESS ADDRESS: STREET 1: 100 S. FAIRFAX STREET CITY: ALEXANDRIA STATE: VA ZIP: 22314 BUSINESS PHONE: 703-549-6600 MAIL ADDRESS: STREET 1: 100 S. FAIRFAX STREET CITY: ALEXANDRIA STATE: VA ZIP: 22314 4 1 wk-form4_1715001362.xml FORM 4 X0508 4 2024-05-03 0 0001964333 Burke & Herbert Financial Services Corp. BHRB 0001798595 Bowling Ronald L 100 SOUTH FAIRFAX STREET ALEXANDRIA VA 22313 0 0 0 1 Bank Director 0 Common Stock 2024-05-03 4 A 0 4537 A 4537 D Preferred Stock 2024-05-03 4 A 0 10 A 10 D Pursuant to the terms of the Agreement and Plan of Reorganization (the "Merger Agreement"), dated as of August 24, 2023, by and between Burke & Herbert Financial Services Corp. ("Burke & Herbert") and Summit Financial Group, Inc. ("Summit"), on May 3, 2024 (the "Closing Date") Summit merged with and into Burke & Herbert (the "Merger"), with Burke & Herbert continuing as the surviving company of the Merger. Pursuant to the Merger Agreement, on the Closing Date each share of Summit common stock held by the reporting person was converted into the right to receive 0.5043 of a share of common stock of Burke & Herbert rounded down to the nearest whole number of shares. The closing price of Burke & Herbert's common stock on May 2, 2024, was $51.67 per share. Pursuant to the Merger Agreement, each share of Summit preferred stock held by the reporting person was converted into the right to receive one share of Burke & Herbert preferred stock. /s/ Kirtan Parikh, as Attorney-in-Fact for Ronald L. Bowling 2024-05-06