Insider transactions

EDGAR

LINKBANCORP, Inc.

Transactions reported by directors, officers and 10% owners on SEC Forms 3, 4 and 5, read from each filing’s XML. Codes and their wording are the SEC’s own.

A Form 4 is due within two business days of the transaction, so the most recent trades may not be filed yet.

Window: transactions dated on or after 2025-11-15.

Open-market purchases (code P)
0 transactions, — shares
Open-market sales (code S)
0 transactions, — shares

Totals add the filed transactions listed; they are counts of what was reported, not a measure of direction.

Showing 1–50 of 63

Insider transactions, newest first, as filed on SEC Forms 3, 4 and 5
DateReporting ownerCodeAcquired or disposedSharesPrice per share, as filedValue (derived)Shares owned afterDirect or indirectRule 10b5-1 boxNotesSource
2026-05-01 Filed 2026-05-06Michetti Joseph C Jr Director
D

Disposition to the issuer of issuer equity securities pursuant to Rule 16b-3(e)

Common Stock
Disposed (D)51,455——0Direct (D) No
F1
  • F1 Pursuant to the Agreement and Plan of Merger dated December 18, 2025 between the Issuer and Burke Herbert Financial Services Corp. (Burke Herbert), each issued and outstanding share of Issuer common stock was converted into the right to receive 0.1350 shares of common stock of Burke Herbert. Holders of Issuer Common Stock will receive cash in lieu of fractional shares of Burke Herbert common stock in accordance with the terms of the Agreement and Plan of Merger.
Open filing 0001437749-26-015126 Read from the filing’s XML Dispute this row
2026-05-01 Filed 2026-05-06Michetti Joseph C Jr Director
D

Disposition to the issuer of issuer equity securities pursuant to Rule 16b-3(e)

Common Stock
Disposed (D)64,769——0Indirect (I) By IRANo
F1
  • F1 Pursuant to the Agreement and Plan of Merger dated December 18, 2025 between the Issuer and Burke Herbert Financial Services Corp. (Burke Herbert), each issued and outstanding share of Issuer common stock was converted into the right to receive 0.1350 shares of common stock of Burke Herbert. Holders of Issuer Common Stock will receive cash in lieu of fractional shares of Burke Herbert common stock in accordance with the terms of the Agreement and Plan of Merger.
Open filing 0001437749-26-015126 Read from the filing’s XML Dispute this row
2026-05-01 Filed 2026-05-06Michetti Joseph C Jr Director
D

Disposition to the issuer of issuer equity securities pursuant to Rule 16b-3(e)

Common Stock
Disposed (D)591——0Indirect (I) By SpouseNo
F1
  • F1 Pursuant to the Agreement and Plan of Merger dated December 18, 2025 between the Issuer and Burke Herbert Financial Services Corp. (Burke Herbert), each issued and outstanding share of Issuer common stock was converted into the right to receive 0.1350 shares of common stock of Burke Herbert. Holders of Issuer Common Stock will receive cash in lieu of fractional shares of Burke Herbert common stock in accordance with the terms of the Agreement and Plan of Merger.
Open filing 0001437749-26-015126 Read from the filing’s XML Dispute this row
2026-05-01 Filed 2026-05-01Clarke Michael W Director
D

Disposition to the issuer of issuer equity securities pursuant to Rule 16b-3(e)

Common Stock
Disposed (D)67,073——0Direct (D) No
F1
  • F1 Pursuant to the Agreement and Plan of Merger dated December 18, 2025 between the Issuer and Burke Herbert Financial Services Corp. (Burke Herbert), each issued and outstanding share of Issuer common stock was converted into the right to receive 0.1350 shares of common stock of Burke Herbert. Holders of Issuer Common Stock will receive cash in lieu of fractional shares of Burke Herbert common stock in accordance with the terms of the Agreement and Plan of Merger.
Open filing 0001437749-26-014434 Read from the filing’s XML Dispute this row
2026-05-01 Filed 2026-05-01Clarke Michael W Director
D

Disposition to the issuer of issuer equity securities pursuant to Rule 16b-3(e)

Common Stock
Disposed (D)187,500——0Indirect (I) By IRANo
F1
  • F1 Pursuant to the Agreement and Plan of Merger dated December 18, 2025 between the Issuer and Burke Herbert Financial Services Corp. (Burke Herbert), each issued and outstanding share of Issuer common stock was converted into the right to receive 0.1350 shares of common stock of Burke Herbert. Holders of Issuer Common Stock will receive cash in lieu of fractional shares of Burke Herbert common stock in accordance with the terms of the Agreement and Plan of Merger.
Open filing 0001437749-26-014434 Read from the filing’s XML Dispute this row
2026-05-01 Filed 2026-05-01Horton Tiffanie Officer: Chief Credit Officer
D

Disposition to the issuer of issuer equity securities pursuant to Rule 16b-3(e)

Common Stock
Disposed (D)22,500——0Direct (D) No
F1
  • F1 Pursuant to the Agreement and Plan of Merger dated December 18, 2025 between the Issuer and Burke Herbert Financial Services Corp. (Burke Herbert), each issued and outstanding share of Issuer common stock was converted into the right to receive 0.1350 shares of common stock of Burke Herbert. Holders of Issuer Common Stock will receive cash in lieu of fractional shares of Burke Herbert common stock in accordance with the terms of the Agreement and Plan of Merger.
Open filing 0001437749-26-014430 Read from the filing’s XML Dispute this row
2026-05-01 Filed 2026-05-01Horton Tiffanie Officer: Chief Credit Officer
D

Disposition to the issuer of issuer equity securities pursuant to Rule 16b-3(e)

Common Stock
Disposed (D)9,676——0Indirect (I) By IRANo
F1
  • F1 Pursuant to the Agreement and Plan of Merger dated December 18, 2025 between the Issuer and Burke Herbert Financial Services Corp. (Burke Herbert), each issued and outstanding share of Issuer common stock was converted into the right to receive 0.1350 shares of common stock of Burke Herbert. Holders of Issuer Common Stock will receive cash in lieu of fractional shares of Burke Herbert common stock in accordance with the terms of the Agreement and Plan of Merger.
Open filing 0001437749-26-014430 Read from the filing’s XML Dispute this row
2026-05-01 Filed 2026-05-01Horton Tiffanie Officer: Chief Credit Officer
D

Disposition to the issuer of issuer equity securities pursuant to Rule 16b-3(e)

Derivative security: Stock Options — underlying Common Stock (30,000) — exercise price 10
Disposed (D)30,000——0Direct (D) No
F2
  • F2 This option converted into a stock option exercisable for a number of shares of Burke Herbert common stock equal to the number of shares of Issuer common stock underlying the option multiplied by 0.1350, rounded down to the nearest whole share, with an exercise price per share of Burke Herbert common stock equal to the exercise price applicable to the underlying option divided by 0.1350, rounded up to the nearest cent.
Open filing 0001437749-26-014430 Read from the filing’s XML Dispute this row
2026-05-01 Filed 2026-05-01Horton Tiffanie Officer: Chief Credit Officer
D

Disposition to the issuer of issuer equity securities pursuant to Rule 16b-3(e)

Derivative security: Warrants — underlying Common Stock (38,704) — exercise price 10
Disposed (D)38,704——0Direct (D) No
F3
  • F3 This warrant converted into a stock warrant exercisable for a number of shares of Burke Herbert common stock equal to the number of shares of Issuer common stock underlying the warrant multiplied by 0.1350, rounded down to the nearest whole share, with an exercise price per share of Burke Herbert common stock equal to the exercise price applicable to the underlying warrant divided by 0.1350, rounded up to the nearest cent.
Open filing 0001437749-26-014430 Read from the filing’s XML Dispute this row
2026-05-01 Filed 2026-05-01Smith Brent S. Officer: EVP
D

Disposition to the issuer of issuer equity securities pursuant to Rule 16b-3(e)

Common Stock
Disposed (D)50,091——0Direct (D) No
F1
  • F1 Pursuant to the Agreement and Plan of Merger dated December 18, 2025 between the Issuer and Burke Herbert Financial Services Corp. (Burke Herbert), each issued and outstanding share of Issuer common stock was converted into the right to receive 0.1350 shares of common stock of Burke Herbert. Holders of Issuer Common Stock will receive cash in lieu of fractional shares of Burke Herbert common stock in accordance with the terms of the Agreement and Plan of Merger.
Open filing 0001437749-26-014442 Read from the filing’s XML Dispute this row
2026-05-01 Filed 2026-05-01Smith Brent S. Officer: EVP
D

Disposition to the issuer of issuer equity securities pursuant to Rule 16b-3(e)

Common Stock
Disposed (D)35,000——0Indirect (I) By IRANo
F1
  • F1 Pursuant to the Agreement and Plan of Merger dated December 18, 2025 between the Issuer and Burke Herbert Financial Services Corp. (Burke Herbert), each issued and outstanding share of Issuer common stock was converted into the right to receive 0.1350 shares of common stock of Burke Herbert. Holders of Issuer Common Stock will receive cash in lieu of fractional shares of Burke Herbert common stock in accordance with the terms of the Agreement and Plan of Merger.
Open filing 0001437749-26-014442 Read from the filing’s XML Dispute this row
2026-05-01 Filed 2026-05-01Smith Brent S. Officer: EVP
D

Disposition to the issuer of issuer equity securities pursuant to Rule 16b-3(e)

Derivative security: Stock Options — underlying Common Stock (40,000) — exercise price 10
Disposed (D)40,000——0Direct (D) No
F2
  • F2 This option converted into a stock option exercisable for a number of shares of Burke Herbert common stock equal to the number of shares of Issuer common stock underlying the option multiplied by 0.1350, rounded down to the nearest whole share, with an exercise price per share of Burke Herbert common stock equal to the exercise price applicable to the underlying option divided by 0.1350, rounded up to the nearest cent.
Open filing 0001437749-26-014442 Read from the filing’s XML Dispute this row
2026-05-01 Filed 2026-05-01Smith Brent S. Officer: EVP
D

Disposition to the issuer of issuer equity securities pursuant to Rule 16b-3(e)

Derivative security: Warrants — underlying Common Stock (240,000) — exercise price 10
Disposed (D)240,000——0Direct (D) No
F3
  • F3 This warrant converted into a stock warrant exercisable for a number of shares of Burke Herbert common stock equal to the number of shares of Issuer common stock underlying the warrant multiplied by 0.1350, rounded down to the nearest whole share, with an exercise price per share of Burke Herbert common stock equal to the exercise price applicable to the underlying warrant divided by 0.1350, rounded up to the nearest cent.
Open filing 0001437749-26-014442 Read from the filing’s XML Dispute this row
2026-05-01 Filed 2026-05-01Parmer George Director
D

Disposition to the issuer of issuer equity securities pursuant to Rule 16b-3(e)

Common Stock
Disposed (D)40,000——0Indirect (I) By Company ANo
F1
  • F1 Pursuant to the Agreement and Plan of Merger dated December 18, 2025 between the Issuer and Burke Herbert Financial Services Corp. (Burke Herbert), each issued and outstanding share of Issuer common stock was converted into the right to receive 0.1350 shares of common stock of Burke Herbert. Holders of Issuer Common Stock will receive cash in lieu of fractional shares of Burke Herbert common stock in accordance with the terms of the Agreement and Plan of Merger.
Open filing 0001437749-26-014439 Read from the filing’s XML Dispute this row
2026-05-01 Filed 2026-05-01Parmer George Director
D

Disposition to the issuer of issuer equity securities pursuant to Rule 16b-3(e)

Common Stock
Disposed (D)961,538——0Indirect (I) By Company DNo
F1
  • F1 Pursuant to the Agreement and Plan of Merger dated December 18, 2025 between the Issuer and Burke Herbert Financial Services Corp. (Burke Herbert), each issued and outstanding share of Issuer common stock was converted into the right to receive 0.1350 shares of common stock of Burke Herbert. Holders of Issuer Common Stock will receive cash in lieu of fractional shares of Burke Herbert common stock in accordance with the terms of the Agreement and Plan of Merger.
Open filing 0001437749-26-014439 Read from the filing’s XML Dispute this row
2026-05-01 Filed 2026-05-01Parmer George Director
D

Disposition to the issuer of issuer equity securities pursuant to Rule 16b-3(e)

Common Stock
Disposed (D)198,684——0Direct (D) No
F1
  • F1 Pursuant to the Agreement and Plan of Merger dated December 18, 2025 between the Issuer and Burke Herbert Financial Services Corp. (Burke Herbert), each issued and outstanding share of Issuer common stock was converted into the right to receive 0.1350 shares of common stock of Burke Herbert. Holders of Issuer Common Stock will receive cash in lieu of fractional shares of Burke Herbert common stock in accordance with the terms of the Agreement and Plan of Merger.
Open filing 0001437749-26-014439 Read from the filing’s XML Dispute this row
2026-05-01 Filed 2026-05-01Parmer George Director
D

Disposition to the issuer of issuer equity securities pursuant to Rule 16b-3(e)

Common Stock
Disposed (D)563,722——0Indirect (I) By TrustNo
F1
  • F1 Pursuant to the Agreement and Plan of Merger dated December 18, 2025 between the Issuer and Burke Herbert Financial Services Corp. (Burke Herbert), each issued and outstanding share of Issuer common stock was converted into the right to receive 0.1350 shares of common stock of Burke Herbert. Holders of Issuer Common Stock will receive cash in lieu of fractional shares of Burke Herbert common stock in accordance with the terms of the Agreement and Plan of Merger.
Open filing 0001437749-26-014439 Read from the filing’s XML Dispute this row
2026-05-01 Filed 2026-05-01Parmer George Director
D

Disposition to the issuer of issuer equity securities pursuant to Rule 16b-3(e)

Common Stock
Disposed (D)40,363——0Indirect (I) By SpouseNo
F1
  • F1 Pursuant to the Agreement and Plan of Merger dated December 18, 2025 between the Issuer and Burke Herbert Financial Services Corp. (Burke Herbert), each issued and outstanding share of Issuer common stock was converted into the right to receive 0.1350 shares of common stock of Burke Herbert. Holders of Issuer Common Stock will receive cash in lieu of fractional shares of Burke Herbert common stock in accordance with the terms of the Agreement and Plan of Merger.
Open filing 0001437749-26-014439 Read from the filing’s XML Dispute this row
2026-05-01 Filed 2026-05-01Parmer George Director
D

Disposition to the issuer of issuer equity securities pursuant to Rule 16b-3(e)

Common Stock
Disposed (D)10,926——0Indirect (I) By PartnershipNo
F1
  • F1 Pursuant to the Agreement and Plan of Merger dated December 18, 2025 between the Issuer and Burke Herbert Financial Services Corp. (Burke Herbert), each issued and outstanding share of Issuer common stock was converted into the right to receive 0.1350 shares of common stock of Burke Herbert. Holders of Issuer Common Stock will receive cash in lieu of fractional shares of Burke Herbert common stock in accordance with the terms of the Agreement and Plan of Merger.
Open filing 0001437749-26-014439 Read from the filing’s XML Dispute this row
2026-05-01 Filed 2026-05-01Parmer George Director
D

Disposition to the issuer of issuer equity securities pursuant to Rule 16b-3(e)

Common Stock
Disposed (D)40,000——0Indirect (I) By Company BNo
F1
  • F1 Pursuant to the Agreement and Plan of Merger dated December 18, 2025 between the Issuer and Burke Herbert Financial Services Corp. (Burke Herbert), each issued and outstanding share of Issuer common stock was converted into the right to receive 0.1350 shares of common stock of Burke Herbert. Holders of Issuer Common Stock will receive cash in lieu of fractional shares of Burke Herbert common stock in accordance with the terms of the Agreement and Plan of Merger.
Open filing 0001437749-26-014439 Read from the filing’s XML Dispute this row
2026-05-01 Filed 2026-05-01Parmer George Director
D

Disposition to the issuer of issuer equity securities pursuant to Rule 16b-3(e)

Common Stock
Disposed (D)20,000——0Indirect (I) By Company CNo
F1
  • F1 Pursuant to the Agreement and Plan of Merger dated December 18, 2025 between the Issuer and Burke Herbert Financial Services Corp. (Burke Herbert), each issued and outstanding share of Issuer common stock was converted into the right to receive 0.1350 shares of common stock of Burke Herbert. Holders of Issuer Common Stock will receive cash in lieu of fractional shares of Burke Herbert common stock in accordance with the terms of the Agreement and Plan of Merger.
Open filing 0001437749-26-014439 Read from the filing’s XML Dispute this row
2026-05-01 Filed 2026-05-01Parmer George Director
D

Disposition to the issuer of issuer equity securities pursuant to Rule 16b-3(e)

Derivative security: Stock Options — underlying Common Stock (5,000) — exercise price 10
Disposed (D)5,000——0Direct (D) No
F2
  • F2 This option converted into a stock option exercisable for a number of shares of Burke Herbert common stock equal to the number of shares of Issuer common stock underlying the option multiplied by 0.1350, rounded down to the nearest whole share, with an exercise price per share of Burke Herbert common stock equal to the exercise price applicable to the underlying option divided by 0.1350, rounded up to the nearest cent.
Open filing 0001437749-26-014439 Read from the filing’s XML Dispute this row
2026-05-01 Filed 2026-05-01Snyder Kristen Director
D

Disposition to the issuer of issuer equity securities pursuant to Rule 16b-3(e)

Common Stock
Disposed (D)62,358——0Direct (D) No
F1
  • F1 Pursuant to the Agreement and Plan of Merger dated December 18, 2025 between the Issuer and Burke Herbert Financial Services Corp. (Burke Herbert), each issued and outstanding share of Issuer common stock was converted into the right to receive 0.1350 shares of common stock of Burke Herbert. Holders of Issuer Common Stock will receive cash in lieu of fractional shares of Burke Herbert common stock in accordance with the terms of the Agreement and Plan of Merger.
Open filing 0001437749-26-014443 Read from the filing’s XML Dispute this row
2026-05-01 Filed 2026-05-01Eisel Catherine Officer: Chief Risk Officer
D

Disposition to the issuer of issuer equity securities pursuant to Rule 16b-3(e)

Common Stock
Disposed (D)23,643——0Indirect (I) By Spouse's IRANo
F1
  • F1 Pursuant to the Agreement and Plan of Merger dated December 18, 2025 between the Issuer and Burke Herbert Financial Services Corp. (Burke Herbert), each issued and outstanding share of Issuer common stock was converted into the right to receive 0.1350 shares of common stock of Burke Herbert. Holders of Issuer Common Stock will receive cash in lieu of fractional shares of Burke Herbert common stock in accordance with the terms of the Agreement and Plan of Merger.
Open filing 0001437749-26-014429 Read from the filing’s XML Dispute this row
2026-05-01 Filed 2026-05-01Eisel Catherine Officer: Chief Risk Officer
D

Disposition to the issuer of issuer equity securities pursuant to Rule 16b-3(e)

Common Stock
Disposed (D)7,800——0Indirect (I) By SpouseNo
F1
  • F1 Pursuant to the Agreement and Plan of Merger dated December 18, 2025 between the Issuer and Burke Herbert Financial Services Corp. (Burke Herbert), each issued and outstanding share of Issuer common stock was converted into the right to receive 0.1350 shares of common stock of Burke Herbert. Holders of Issuer Common Stock will receive cash in lieu of fractional shares of Burke Herbert common stock in accordance with the terms of the Agreement and Plan of Merger.
Open filing 0001437749-26-014429 Read from the filing’s XML Dispute this row
2026-05-01 Filed 2026-05-01Eisel Catherine Officer: Chief Risk Officer
D

Disposition to the issuer of issuer equity securities pursuant to Rule 16b-3(e)

Common Stock
Disposed (D)7,066——0Direct (D) No
F1
  • F1 Pursuant to the Agreement and Plan of Merger dated December 18, 2025 between the Issuer and Burke Herbert Financial Services Corp. (Burke Herbert), each issued and outstanding share of Issuer common stock was converted into the right to receive 0.1350 shares of common stock of Burke Herbert. Holders of Issuer Common Stock will receive cash in lieu of fractional shares of Burke Herbert common stock in accordance with the terms of the Agreement and Plan of Merger.
Open filing 0001437749-26-014429 Read from the filing’s XML Dispute this row
2026-05-01 Filed 2026-05-01Eisel Catherine Officer: Chief Risk Officer
D

Disposition to the issuer of issuer equity securities pursuant to Rule 16b-3(e)

Derivative security: Stock Options — underlying Common Stock (5,000) — exercise price 6.58
Disposed (D)5,000——0Direct (D) No
F2
  • F2 This option converted into a stock option exercisable for a number of shares of Burke Herbert common stock equal to the number of shares of Issuer common stock underlying the option multiplied by 0.1350, rounded down to the nearest whole share, with an exercise price per share of Burke Herbert common stock equal to the exercise price applicable to the underlying option divided by 0.1350, rounded up to the nearest cent.
Open filing 0001437749-26-014429 Read from the filing’s XML Dispute this row
2026-05-01 Filed 2026-05-01Bonora Deirdre Officer: Chief Ops and Tech Officer
D

Disposition to the issuer of issuer equity securities pursuant to Rule 16b-3(e)

Common Stock
Disposed (D)12,586——0Direct (D) No
F1
  • F1 Pursuant to the Agreement and Plan of Merger dated December 18, 2025 between the Issuer and Burke Herbert Financial Services Corp. (Burke Herbert), each issued and outstanding share of Issuer common stock was converted into the right to receive 0.1350 shares of common stock of Burke Herbert. Holders of Issuer Common Stock will receive cash in lieu of fractional shares of Burke Herbert common stock in accordance with the terms of the Agreement and Plan of Merger.
Open filing 0001437749-26-014425 Read from the filing’s XML Dispute this row
2026-05-01 Filed 2026-05-01Bonora Deirdre Officer: Chief Ops and Tech Officer
D

Disposition to the issuer of issuer equity securities pursuant to Rule 16b-3(e)

Derivative security: Stock Options — underlying Common Stock (5,000) — exercise price 9
Disposed (D)5,000——0Direct (D) No
F2
  • F2 This option converted into a stock option exercisable for a number of shares of Burke Herbert common stock equal to the number of shares of Issuer common stock underlying the option multiplied by 0.1350, rounded down to the nearest whole share, with an exercise price per share of Burke Herbert common stock equal to the exercise price applicable to the underlying option divided by 0.1350, rounded up to the nearest cent.
Open filing 0001437749-26-014425 Read from the filing’s XML Dispute this row
2026-05-01 Filed 2026-05-01Paul Kristofer A Officer: Chief Financial Officer
D

Disposition to the issuer of issuer equity securities pursuant to Rule 16b-3(e)

Common Stock
Disposed (D)15,278——0Direct (D) No
F1
  • F1 Pursuant to the Agreement and Plan of Merger dated December 18, 2025 between the Issuer and Burke Herbert Financial Services Corp. (Burke Herbert), each issued and outstanding share of Issuer common stock was converted into the right to receive 0.1350 shares of common stock of Burke Herbert. Holders of Issuer Common Stock will receive cash in lieu of fractional shares of Burke Herbert common stock in accordance with the terms of the Agreement and Plan of Merger.
Open filing 0001437749-26-014426 Read from the filing’s XML Dispute this row
2026-05-01 Filed 2026-05-01Paul Kristofer A Officer: Chief Financial Officer
D

Disposition to the issuer of issuer equity securities pursuant to Rule 16b-3(e)

Derivative security: Stock Options — underlying Common Stock (5,000) — exercise price 11.78
Disposed (D)5,000——0Direct (D) No
F2
  • F2 This option converted into a stock option exercisable for a number of shares of Burke Herbert common stock equal to the number of shares of Issuer common stock underlying the option multiplied by 0.1350, rounded down to the nearest whole share, with an exercise price per share of Burke Herbert common stock equal to the exercise price applicable to the underlying option divided by 0.1350, rounded up to the nearest cent.
Open filing 0001437749-26-014426 Read from the filing’s XML Dispute this row
2026-05-01 Filed 2026-05-01Pierson Debra Director
D

Disposition to the issuer of issuer equity securities pursuant to Rule 16b-3(e)

Common Stock
Disposed (D)35,178——0Direct (D) No
F1
  • F1 Pursuant to the Agreement and Plan of Merger dated December 18, 2025 between the Issuer and Burke Herbert Financial Services Corp. (Burke Herbert), each issued and outstanding share of Issuer common stock was converted into the right to receive 0.1350 shares of common stock of Burke Herbert. Holders of Issuer Common Stock will receive cash in lieu of fractional shares of Burke Herbert common stock in accordance with the terms of the Agreement and Plan of Merger.
Open filing 0001437749-26-014444 Read from the filing’s XML Dispute this row
2026-05-01 Filed 2026-05-01Pierson Debra Director
D

Disposition to the issuer of issuer equity securities pursuant to Rule 16b-3(e)

Common Stock
Disposed (D)22,857——0Indirect (I) By SpouseNo
F1
  • F1 Pursuant to the Agreement and Plan of Merger dated December 18, 2025 between the Issuer and Burke Herbert Financial Services Corp. (Burke Herbert), each issued and outstanding share of Issuer common stock was converted into the right to receive 0.1350 shares of common stock of Burke Herbert. Holders of Issuer Common Stock will receive cash in lieu of fractional shares of Burke Herbert common stock in accordance with the terms of the Agreement and Plan of Merger.
Open filing 0001437749-26-014444 Read from the filing’s XML Dispute this row
2026-05-01 Filed 2026-05-01Pierson Debra Director
D

Disposition to the issuer of issuer equity securities pursuant to Rule 16b-3(e)

Derivative security: Stock Options — underlying Common Stock (5,000) — exercise price 10
Disposed (D)5,000——0Direct (D) No
F2
  • F2 This option converted into a stock option exercisable for a number of shares of Burke Herbert common stock equal to the number of shares of Issuer common stock underlying the option multiplied by 0.1350, rounded down to the nearest whole share, with an exercise price per share of Burke Herbert common stock equal to the exercise price applicable to the underlying option divided by 0.1350, rounded up to the nearest cent.
Open filing 0001437749-26-014444 Read from the filing’s XML Dispute this row
2026-05-01 Filed 2026-05-01LUNDBLAD CARL D Officer: President
D

Disposition to the issuer of issuer equity securities pursuant to Rule 16b-3(e)

Common Stock
Disposed (D)12,671——0Indirect (I) By IRANo
F1
  • F1 Pursuant to the Agreement and Plan of Merger dated December 18, 2025 between the Issuer and Burke Herbert Financial Services Corp. (Burke Herbert), each issued and outstanding share of Issuer common stock was converted into the right to receive 0.1350 shares of common stock of Burke Herbert. Holders of Issuer Common Stock will receive cash in lieu of fractional shares of Burke Herbert common stock in accordance with the terms of the Agreement and Plan of Merger.
Open filing 0001437749-26-014438 Read from the filing’s XML Dispute this row
2026-05-01 Filed 2026-05-01LUNDBLAD CARL D Officer: President
D

Disposition to the issuer of issuer equity securities pursuant to Rule 16b-3(e)

Common Stock
Disposed (D)77,674——0Direct (D) No
F1
  • F1 Pursuant to the Agreement and Plan of Merger dated December 18, 2025 between the Issuer and Burke Herbert Financial Services Corp. (Burke Herbert), each issued and outstanding share of Issuer common stock was converted into the right to receive 0.1350 shares of common stock of Burke Herbert. Holders of Issuer Common Stock will receive cash in lieu of fractional shares of Burke Herbert common stock in accordance with the terms of the Agreement and Plan of Merger.
Open filing 0001437749-26-014438 Read from the filing’s XML Dispute this row
2026-05-01 Filed 2026-05-01LUNDBLAD CARL D Officer: President
D

Disposition to the issuer of issuer equity securities pursuant to Rule 16b-3(e)

Derivative security: Stock Options — underlying Common Stock (30,000) — exercise price 10
Disposed (D)30,000——0Direct (D) No
F2
  • F2 This option converted into a stock option exercisable for a number of shares of Burke Herbert common stock equal to the number of shares of Issuer common stock underlying the option multiplied by 0.1350, rounded down to the nearest whole share, with an exercise price per share of Burke Herbert common stock equal to the exercise price applicable to the underlying option divided by 0.1350, rounded up to the nearest cent.
Open filing 0001437749-26-014438 Read from the filing’s XML Dispute this row
2026-05-01 Filed 2026-05-01LUNDBLAD CARL D Officer: President
D

Disposition to the issuer of issuer equity securities pursuant to Rule 16b-3(e)

Derivative security: Warrants — underlying Common Stock (60,000) — exercise price 10
Disposed (D)60,000——0Direct (D) No
F3
  • F3 This warrant converted into a stock warrant exercisable for a number of shares of Burke Herbert common stock equal to the number of shares of Issuer common stock underlying the warrant multiplied by 0.1350, rounded down to the nearest whole share, with an exercise price per share of Burke Herbert common stock equal to the exercise price applicable to the underlying warrant divided by 0.1350, rounded up to the nearest cent.
Open filing 0001437749-26-014438 Read from the filing’s XML Dispute this row
2026-05-01 Filed 2026-05-01Flake Anson Director
D

Disposition to the issuer of issuer equity securities pursuant to Rule 16b-3(e)

Common Stock
Disposed (D)108,361——0Direct (D) No
F1
  • F1 Pursuant to the Agreement and Plan of Merger dated December 18, 2025 between the Issuer and Burke Herbert Financial Services Corp. (Burke Herbert), each issued and outstanding share of Issuer common stock was converted into the right to receive 0.1350 shares of common stock of Burke Herbert. Holders of Issuer Common Stock will receive cash in lieu of fractional shares of Burke Herbert common stock in accordance with the terms of the Agreement and Plan of Merger.
Open filing 0001437749-26-014435 Read from the filing’s XML Dispute this row
2026-05-01 Filed 2026-05-01Flake Anson Director
D

Disposition to the issuer of issuer equity securities pursuant to Rule 16b-3(e)

Derivative security: Stock Options — underlying Common Stock (5,000) — exercise price 10
Disposed (D)5,000——0Direct (D) No
F2
  • F2 This option converted into a stock option exercisable for a number of shares of Burke Herbert common stock equal to the number of shares of Issuer common stock underlying the option multiplied by 0.1350, rounded down to the nearest whole share, with an exercise price per share of Burke Herbert common stock equal to the exercise price applicable to the underlying option divided by 0.1350, rounded up to the nearest cent.
Open filing 0001437749-26-014435 Read from the filing’s XML Dispute this row
2026-05-01 Filed 2026-05-01Poillon Diane Director
D

Disposition to the issuer of issuer equity securities pursuant to Rule 16b-3(e)

Common Stock
Disposed (D)14,285——0Direct (D) No
F1
  • F1 Pursuant to the Agreement and Plan of Merger dated December 18, 2025 between the Issuer and Burke Herbert Financial Services Corp. (Burke Herbert), each issued and outstanding share of Issuer common stock was converted into the right to receive 0.1350 shares of common stock of Burke Herbert. Holders of Issuer Common Stock will receive cash in lieu of fractional shares of Burke Herbert common stock in accordance with the terms of the Agreement and Plan of Merger.
Open filing 0001437749-26-014440 Read from the filing’s XML Dispute this row
2026-05-01 Filed 2026-05-01Poillon Diane Director
D

Disposition to the issuer of issuer equity securities pursuant to Rule 16b-3(e)

Derivative security: Stock Options — underlying Common Stock (5,000) — exercise price 10
Disposed (D)5,000——0Direct (D) No
F2
  • F2 This option converted into a stock option exercisable for a number of shares of Burke Herbert common stock equal to the number of shares of Issuer common stock underlying the option multiplied by 0.1350, rounded down to the nearest whole share, with an exercise price per share of Burke Herbert common stock equal to the exercise price applicable to the underlying option divided by 0.1350, rounded up to the nearest cent.
Open filing 0001437749-26-014440 Read from the filing’s XML Dispute this row
2026-05-01 Filed 2026-05-01SAMUEL ANDREW S Director · Officer: CEO and Vice Chairman
D

Disposition to the issuer of issuer equity securities pursuant to Rule 16b-3(e)

Common Stock
Disposed (D)40,557——0Direct (D) No
F1
  • F1 Pursuant to the Agreement and Plan of Merger dated December 18, 2025 between the Issuer and Burke Herbert Financial Services Corp. (Burke Herbert), each issued and outstanding share of Issuer common stock was converted into the right to receive 0.1350 shares of common stock of Burke Herbert. Holders of Issuer Common Stock will receive cash in lieu of fractional shares of Burke Herbert common stock in accordance with the terms of the Agreement and Plan of Merger.
Open filing 0001437749-26-014423 Read from the filing’s XML Dispute this row
2026-05-01 Filed 2026-05-01SAMUEL ANDREW S Director · Officer: CEO and Vice Chairman
D

Disposition to the issuer of issuer equity securities pursuant to Rule 16b-3(e)

Common Stock
Disposed (D)197——0Indirect (I) By Daughter DirectNo
F1
  • F1 Pursuant to the Agreement and Plan of Merger dated December 18, 2025 between the Issuer and Burke Herbert Financial Services Corp. (Burke Herbert), each issued and outstanding share of Issuer common stock was converted into the right to receive 0.1350 shares of common stock of Burke Herbert. Holders of Issuer Common Stock will receive cash in lieu of fractional shares of Burke Herbert common stock in accordance with the terms of the Agreement and Plan of Merger.
Open filing 0001437749-26-014423 Read from the filing’s XML Dispute this row
2026-05-01 Filed 2026-05-01SAMUEL ANDREW S Director · Officer: CEO and Vice Chairman
D

Disposition to the issuer of issuer equity securities pursuant to Rule 16b-3(e)

Common Stock
Disposed (D)6,060——0Indirect (I) By Daughter's IRANo
F1
  • F1 Pursuant to the Agreement and Plan of Merger dated December 18, 2025 between the Issuer and Burke Herbert Financial Services Corp. (Burke Herbert), each issued and outstanding share of Issuer common stock was converted into the right to receive 0.1350 shares of common stock of Burke Herbert. Holders of Issuer Common Stock will receive cash in lieu of fractional shares of Burke Herbert common stock in accordance with the terms of the Agreement and Plan of Merger.
Open filing 0001437749-26-014423 Read from the filing’s XML Dispute this row
2026-05-01 Filed 2026-05-01SAMUEL ANDREW S Director · Officer: CEO and Vice Chairman
D

Disposition to the issuer of issuer equity securities pursuant to Rule 16b-3(e)

Derivative security: Stock Options — underlying Common Stock (40,000) — exercise price 10
Disposed (D)40,000——0Direct (D) No
F2
  • F2 This option converted into a stock option exercisable for a number of shares of Burke Herbert common stock equal to the number of shares of Issuer common stock underlying the option multiplied by 0.1350, rounded down to the nearest whole share, with an exercise price per share of Burke Herbert common stock equal to the exercise price applicable to the underlying option divided by 0.1350, rounded up to the nearest cent.
Open filing 0001437749-26-014423 Read from the filing’s XML Dispute this row
2026-05-01 Filed 2026-05-01SAMUEL ANDREW S Director · Officer: CEO and Vice Chairman
D

Disposition to the issuer of issuer equity securities pursuant to Rule 16b-3(e)

Derivative security: Warrants — underlying Common Stock (907,240) — exercise price 10
Disposed (D)907,240——0Direct (D) No
F3
  • F3 This warrant converted into a stock warrant exercisable for a number of shares of Burke Herbert common stock equal to the number of shares of Issuer common stock underlying the warrant multiplied by 0.1350, rounded down to the nearest whole share, with an exercise price per share of Burke Herbert common stock equal to the exercise price applicable to the underlying warrant divided by 0.1350, rounded up to the nearest cent.
Open filing 0001437749-26-014423 Read from the filing’s XML Dispute this row
2026-05-01 Filed 2026-05-01SAMUEL ANDREW S Director · Officer: CEO and Vice Chairman
D

Disposition to the issuer of issuer equity securities pursuant to Rule 16b-3(e)

Derivative security: Stock Options — underlying Common Stock (7,500) — exercise price 10
Disposed (D)7,500——0Indirect (I) By DaughterNo
F2
  • F2 This option converted into a stock option exercisable for a number of shares of Burke Herbert common stock equal to the number of shares of Issuer common stock underlying the option multiplied by 0.1350, rounded down to the nearest whole share, with an exercise price per share of Burke Herbert common stock equal to the exercise price applicable to the underlying option divided by 0.1350, rounded up to the nearest cent.
Open filing 0001437749-26-014423 Read from the filing’s XML Dispute this row
2026-05-01 Filed 2026-05-01SAMUEL ANDREW S Director · Officer: CEO and Vice Chairman
D

Disposition to the issuer of issuer equity securities pursuant to Rule 16b-3(e)

Derivative security: Stock Options — underlying Common Stock (500) — exercise price 7
Disposed (D)500——0Indirect (I) By DaughterNo
F2
  • F2 This option converted into a stock option exercisable for a number of shares of Burke Herbert common stock equal to the number of shares of Issuer common stock underlying the option multiplied by 0.1350, rounded down to the nearest whole share, with an exercise price per share of Burke Herbert common stock equal to the exercise price applicable to the underlying option divided by 0.1350, rounded up to the nearest cent.
Open filing 0001437749-26-014423 Read from the filing’s XML Dispute this row
2026-05-01 Filed 2026-05-01SAMUEL ANDREW S Director · Officer: CEO and Vice Chairman
D

Disposition to the issuer of issuer equity securities pursuant to Rule 16b-3(e)

Derivative security: Stock Options — underlying Common Stock (1,000) — exercise price 6.58
Disposed (D)1,000——0Indirect (I) By DaughterNo
F2
  • F2 This option converted into a stock option exercisable for a number of shares of Burke Herbert common stock equal to the number of shares of Issuer common stock underlying the option multiplied by 0.1350, rounded down to the nearest whole share, with an exercise price per share of Burke Herbert common stock equal to the exercise price applicable to the underlying option divided by 0.1350, rounded up to the nearest cent.
Open filing 0001437749-26-014423 Read from the filing’s XML Dispute this row

Institutional holders (Form 13F)

No Form 13F position in this issuer is placed in the store. A holder not yet linked or not yet filed is absent, not zero.

5% holders (Schedule 13D and 13G)

Schedules filed in the SEC’s structured format (late 2024 onward) are read here. Earlier schedules are free text and are not read.

5% holders, newest event first, as filed
HolderPercent of classShares heldEvent dateFormSource
AllianceBernstein L.P. Common Stock0.00.0006/30/2026 Filed 2026-08-14SCHEDULE 13G/AAmendment 2Open filing 0001109448-26-000249 Dispute this row
FJ Capital Management LLC Common Stock1.59596,93009/30/2025 Filed 2026-02-03SCHEDULE 13G/AAmendment 7Open filing 0001420506-26-000138 Dispute this row
Financial Opportunity Fund LLC Common Stock1.59596,93009/30/2025 Filed 2026-02-03SCHEDULE 13G/AAmendment 7Open filing 0001420506-26-000138 Dispute this row
Martin Friedman Common Stock1.59596,93009/30/2025 Filed 2026-02-03SCHEDULE 13G/AAmendment 7Open filing 0001420506-26-000138 Dispute this row
FJ Capital Management LLC Common Stock8.012,999,77209/30/2025 Filed 2025-11-12SCHEDULE 13G/AAmendment 6Open filing 0001420506-25-003112 Dispute this row
Financial Opportunity Fund LLC Common Stock8.012,999,77209/30/2025 Filed 2025-11-12SCHEDULE 13G/AAmendment 6Open filing 0001420506-25-003112 Dispute this row
Martin Friedman Common Stock8.012,999,77209/30/2025 Filed 2025-11-12SCHEDULE 13G/AAmendment 6Open filing 0001420506-25-003112 Dispute this row

Percent is of the class the filing names, as the holder stated it. Members of a group each report the group’s shares, so rows are not added together.

What was read

1,970,197 filings read, dated 2004-06-14 to 2026-11-13: Forms 3, 3/A, 4, 4/A, 5, 5/A.

Years can be incomplete while the archive is still being read. A year with few filings here is not a statement that few were made.

Filings read, by filing year
Filing yearFilings read
20151
2016204,322
2017202,494
2018202,048
2019193,638
2020144,184
2021224,474
202240,015
2023199,811
202484,357
2025235,520
2026233,555

Filings made before the SEC required XML are listed, not extracted.

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