4/A: Burke & Herbert Financial Services Corp. Officer Reports Change in Beneficial Ownership
SEC Form 4/A
Julie R. Markwood, Chief Accounting Officer of Burke & Herbert Financial Services Corp., reports a change in beneficial ownership due to a rollover of shares from a 401(k) plan to an IRA.
Summary
- Julie R. Markwood, Chief Accounting Officer of Burke & Herbert Financial Services Corp., filed an amendment to a previous Form 4.
- The amendment reports a change in beneficial ownership of common stock.
- 6,828 shares previously held in the Burke & Herbert 401(k) Plan were rolled over into an IRA.
- This change reflects the distribution of shares from the Summit Financial Group, Inc. ESOP.
Sentiment
Score: 5
Explanation: The document is a standard regulatory filing indicating a neutral event (rollover of shares). It doesn't convey any particularly positive or negative sentiment.
Industry Context
This filing is a routine disclosure related to changes in beneficial ownership by a company officer, which is a common occurrence in publicly traded companies. It doesn't necessarily indicate a significant event for the company's operations or financial health.
Stakeholder Impact
- The rollover of shares has minimal direct impact on stakeholders.
Key Dates
| Date | Description |
|---|---|
| 01/23/2025 | Date of Earliest Transaction |
| 01/27/2025 | Date of Original Filed |
| 03/11/2025 | Date of Signature |
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