MADDY H CHARLES III — SEC Form 4 filings
SEC reporting owner CIK 1186827. 14 Form 4 filings on record with FilingPulse; latest filed 2026-08-12.
Transaction summary — filings shown
Covers all 14 filings on record, filed 2024-05-03 to 2026-08-12. Counts and totals are arithmetic on values as filed — descriptive data, not a recommendation.
- Open-market purchases (code P, non-derivative): none reported.
- Open-market sales (code S, non-derivative): none reported.
- Other reported legs (grants, option exercises, tax withholding, gifts, derivative-security transactions, …): 40.
By issuer — same filings
Open-market purchase/sale legs on non-derivative securities, grouped by issuer. Role is as filed on the newest filing for that issuer. Dollar totals cover priced legs only (shares × price as filed). Ordered by priced transaction value, largest first.
| Issuer | Role (as filed) | Filings | Purchases (P) | Sales (S) | Other legs |
|---|---|---|---|---|---|
| Burke & Herbert Financial Services Corp. (BHRB) | President, Director | 13 | — | — | 31 |
| SUMMIT FINANCIAL GROUP, INC. (SMMF) | President & CEO, Director | 1 | — | — | 9 |
Form 4 filings — MADDY H CHARLES III
| Filed | Form | Issuer | Reported transactions | Source |
|---|---|---|---|---|
| 2026-08-12 | 4/A | Burke & Herbert Financial Services Corp. (BHRB) | Tax withholding (F): 18,521 @ $71.34 | EDGAR |
| 2026-08-12 | 4/A | Burke & Herbert Financial Services Corp. (BHRB) | Tax withholding (F): 12,545 @ $67.85 | EDGAR |
| 2026-06-30 | 4 | Burke & Herbert Financial Services Corp. (BHRB) | Option exercise (M): 7,901 @ $51.58 · Option exercise (M): 14,823 @ $52.29 · Tax withholding (F): 18,354 @ $71.44 · Option exercise (M): 7,901 (derivative) @ $0 · Option exercise (M): 14,823 (derivative) @ $0 | EDGAR |
| 2026-06-29 | 4 | Burke & Herbert Financial Services Corp. (BHRB) | Option exercise (M): 15,934 @ $47.47 · Tax withholding (F): 12,380 @ $69.29 · Option exercise (M): 15,934 (derivative) @ $0 | EDGAR |
| 2026-05-04 | 4 | Burke & Herbert Financial Services Corp. (BHRB) | Tax withholding (F): 1,541 @ $64.64 | EDGAR |
| 2026-02-11 | 4 | Burke & Herbert Financial Services Corp. (BHRB) | Option exercise (M): 15,616 @ $43.33 · Tax withholding (F): 11,537 @ $69.62 · Option exercise (M): 15,616 (derivative) @ $0 | EDGAR |
| 2026-01-23 | 4 | Burke & Herbert Financial Services Corp. (BHRB) | Grant/award (A): 5,720 @ $0 | EDGAR |
| 2025-05-06 | 4 | Burke & Herbert Financial Services Corp. (BHRB) | Tax withholding (F): 835 @ $57.39 | EDGAR |
| 2025-04-24 | 4 | Burke & Herbert Financial Services Corp. (BHRB) | Option exercise (M): 5,544 @ $23.82 · Disposition to issuer (D): 2,584 @ $51.11 · Option exercise (M): 5,544 (derivative) @ $0 | EDGAR |
| 2025-03-11 | 4/A | Burke & Herbert Financial Services Corp. (BHRB) | Holdings only — no transactions reported | EDGAR |
| 2025-01-27 | 4 | Burke & Herbert Financial Services Corp. (BHRB) | Grant/award (A): 8,580 @ $0 | EDGAR |
| 2024-11-08 | 4 | Burke & Herbert Financial Services Corp. (BHRB) | Option exercise (M): 5,000 @ $23.82 · Disposition to issuer (D): 1,677 @ $71.04 · Option exercise (M): 5,000 (derivative) @ $0 | EDGAR |
| 2024-05-06 | 4 | Burke & Herbert Financial Services Corp. (BHRB) | Grant/award (A): 20,802 · Grant/award (A): 19,592 · Grant/award (A): 16,965 · Grant/award (A): 10,544 (derivative) @ $23.82 · Grant/award (A): 7,901 (derivative) @ $51.58 · Grant/award (A): 15,934 (derivative) @ $47.47 · +2 more | EDGAR |
| 2024-05-03 | 4 | SUMMIT FINANCIAL GROUP, INC. (SMMF) | Other (J): 1,891.37 @ $0 · Disposition to issuer (D): 33,640.78 @ $0 · Disposition to issuer (D): 41,250 · Disposition to issuer (D): 38,850 · Disposition to issuer (D): 20,910 (derivative) · Disposition to issuer (D): 15,668 (derivative) · +3 more | EDGAR |
FilingPulse's Form 4 archive currently extends back to 2024-01-11 and is expanding backward through EDGAR history — earlier filings by this insider may not be indexed yet. Names and roles are shown as filed.
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