0001964333-24-000184.txt : 20240506
0001964333-24-000184.hdr.sgml : 20240506
20240506091446
ACCESSION NUMBER: 0001964333-24-000184
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: Upson Jill S
CENTRAL INDEX KEY: 0001897254
ORGANIZATION NAME:
FILING VALUES:
FORM TYPE: 4
SEC ACT: 1934 Act
SEC FILE NUMBER: 001-41633
FILM NUMBER: 24916082
MAIL ADDRESS:
STREET 1: 336 PEBBLE BEACH DRIVE
CITY: CHARLES TOWN
STATE: WV
ZIP: 25414
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_1715001277.xml
FORM 4
X0508
4
2024-05-03
0
0001964333
Burke & Herbert Financial Services Corp.
BHRB
0001897254
Upson Jill S
100 SOUTH FAIRFAX STREET
ALEXANDRIA
VA
22313
1
0
0
0
0
Common Stock
2024-05-03
4
A
0
1112
A
1112
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.
/s/ Kirtan Parikh, as Attorney-in-Fact for Jill S. Upson
2024-05-06