4/A: Burke & Herbert Financial Services Corp. Officer Reports Changes in Beneficial Ownership
SEC Form 4/A
Joseph Hager, Chief Operating Officer of Burke & Herbert Financial Services Corp., reports a change in the form of ownership of common stock due to a rollover into an IRA.
Summary
- Joseph Hager, the Chief Operating Officer of Burke & Herbert Financial Services Corp., filed an amendment to a previous Form 4.
- The amendment reflects a change in the form of ownership of 1,317 shares of common stock.
- These shares were previously held in the Burke & Herbert 401(k) Plan and have been rolled over into an IRA following distribution from the Summit Financial Group, Inc. ESOP.
Sentiment
Score: 5
Explanation: The document is a neutral regulatory filing indicating a change in the form of ownership, not a change in the amount of ownership. It doesn't inherently suggest positive or negative sentiment.
Industry Context
Form 4 filings are a routine part of compliance for corporate insiders and provide transparency into their holdings. This filing indicates a change in the way the officer holds the shares, not a change in the amount held.
Stakeholder Impact
- The change in ownership form is unlikely to have a significant 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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