Key facts
Extracted from this filing and checked against the source text.
Executive change
SEC 8-K Item 5.02
confidence 0.92
Jill S. Upson departed as Director (Summit) at SUMMIT FINANCIAL GROUP, INC..
- Action
- ceased
- Role
- Director (Summit)
Exact text from the filing
At the Effective Time of the Merger, all of the directors and executive officers of Summit ceased serving as directors and executive officers of Summit.
View on SEC.gov
Executive change
SEC 8-K Item 5.02
confidence 0.95
David H. Wilson, Sr. was appointed as Director of Burke & Herbert Bank at SUMMIT FINANCIAL GROUP, INC..
- Action
- appointed
- Role
- Director of Burke & Herbert Bank
Exact text from the filing
The eight directors of SCB designated by Summit pursuant to the Merger Agreement, each of whom was appointed as a member of the Burke & Herbert Bank board of directors as of the Effective Time, are as follows: Oscar M. Bean, Ronald L. Bowling, J. Scott Bridgeforth, James M. Cookman, James P. Geary, II, Georgette R. George, H. Charles Maddy, III, and David H. Wilson, Sr.
View on SEC.gov
Executive change
SEC 8-K Item 5.02
confidence 0.92
Julie R. Markwood departed as Executive Vice President and Chief Accounting Officer (Summit) at SUMMIT FINANCIAL GROUP, INC..
- Action
- ceased
- Role
- Executive Vice President and Chief Accounting Officer (Summit)
Exact text from the filing
At the Effective Time of the Merger, all of the directors and executive officers of Summit ceased serving as directors and executive officers of Summit.
View on SEC.gov
Executive change
SEC 8-K Item 5.02
confidence 0.95
Jill S. Upson was appointed as Director of Burke & Herbert at SUMMIT FINANCIAL GROUP, INC..
- Action
- appointed
- Role
- Director of Burke & Herbert
Exact text from the filing
The eight Summit directors designated by Summit pursuant to the Merger Agreement, each of whom was appointed as a member of the board of directors of Burke & Herbert as of the Effective Time (the “Summit Continuing Directors”), are as follows: Oscar M. Bean, James P. Geary, II, Georgette R. George, Gary L. Hinkle, Jason A. Kitzmiller, H. Charles Maddy, III, Charles S. Piccirillo, and Jill S. Upson.
View on SEC.gov
Executive change
SEC 8-K Item 5.02
confidence 0.95
Julie R. Markwood was appointed as Senior Vice President and Chief Accounting Officer of Burke & Herbert and Burke & Herbert Bank at SUMMIT FINANCIAL GROUP, INC..
- Action
- appointed
- Role
- Senior Vice President and Chief Accounting Officer of Burke & Herbert and Burke & Herbert Bank
Exact text from the filing
Julie R. Markwood, Summit's Executive Vice President and Chief Accounting Officer prior to the Merger, was appointed to serve as Senior Vice President and Chief Accounting Officer of Burke & Herbert and Burke & Herbert Bank
View on SEC.gov
Executive change
SEC 8-K Item 5.02
confidence 0.92
James P. Geary, II departed as Director (Summit) at SUMMIT FINANCIAL GROUP, INC..
- Action
- ceased
- Role
- Director (Summit)
Exact text from the filing
At the Effective Time of the Merger, all of the directors and executive officers of Summit ceased serving as directors and executive officers of Summit.
View on SEC.gov
Executive change
SEC 8-K Item 5.02
confidence 0.95
H. Charles Maddy, III was appointed as President of Burke & Herbert and Burke & Herbert Bank at SUMMIT FINANCIAL GROUP, INC..
- Action
- appointed
- Role
- President of Burke & Herbert and Burke & Herbert Bank
Exact text from the filing
H. Charles Maddy, III, Summit’s President and Chief Executive Officer prior to the Merger, was appointed to serve as President of Burke & Herbert and Burke & Herbert Bank
View on SEC.gov
Executive change
SEC 8-K Item 5.02
confidence 0.95
Oscar M. Bean was appointed as Vice Chair of the Board of Burke & Herbert at SUMMIT FINANCIAL GROUP, INC..
- Action
- appointed
- Role
- Vice Chair of the Board of Burke & Herbert
Exact text from the filing
Mr. Bean, the chair of the Summit board of directors, was appointed as a Vice Chair of the board of directors of Burke & Herbert.
View on SEC.gov
Executive change
SEC 8-K Item 5.02
confidence 0.95
Bradford E. Ritchie was appointed as Executive Vice President and Chief Lending Officer of Burke & Herbert Bank at SUMMIT FINANCIAL GROUP, INC..
- Action
- appointed
- Role
- Executive Vice President and Chief Lending Officer of Burke & Herbert Bank
Exact text from the filing
Bradford E. Ritchie, Summit’s Executive Vice President and President of SCB prior to the Merger, was appointed to serve as Executive Vice President and Chief Lending Officer of Burke & Herbert Bank
View on SEC.gov
Executive change
SEC 8-K Item 5.02
confidence 0.95
Gary L. Hinkle was appointed as Director of Burke & Herbert at SUMMIT FINANCIAL GROUP, INC..
- Action
- appointed
- Role
- Director of Burke & Herbert
Exact text from the filing
The eight Summit directors designated by Summit pursuant to the Merger Agreement, each of whom was appointed as a member of the board of directors of Burke & Herbert as of the Effective Time (the “Summit Continuing Directors”), are as follows: Oscar M. Bean, James P. Geary, II, Georgette R. George, Gary L. Hinkle, Jason A. Kitzmiller, H. Charles Maddy, III, Charles S. Piccirillo, and Jill S. Upson.
View on SEC.gov
Executive change
SEC 8-K Item 5.02
confidence 0.95
Joseph W. Hager was appointed as Chief Operating Officer of Burke & Herbert and Burke & Herbert Bank at SUMMIT FINANCIAL GROUP, INC..
- Action
- appointed
- Role
- Chief Operating Officer of Burke & Herbert and Burke & Herbert Bank
Exact text from the filing
Joseph W. Hager, Summit's Chief Risk Officer prior to the Merger, was appointed to serve as Chief Operating Officer of Burke & Herbert and Burke & Herbert Bank
View on SEC.gov
Executive change
SEC 8-K Item 5.02
confidence 0.92
H. Charles Maddy, III departed as President and Chief Executive Officer (Summit) at SUMMIT FINANCIAL GROUP, INC..
- Action
- ceased
- Role
- President and Chief Executive Officer (Summit)
Exact text from the filing
At the Effective Time of the Merger, all of the directors and executive officers of Summit ceased serving as directors and executive officers of Summit.
View on SEC.gov
Executive change
SEC 8-K Item 5.02
confidence 0.92
Robert S. Tissue departed as Executive Vice President and Chief Financial Officer (Summit) at SUMMIT FINANCIAL GROUP, INC..
- Action
- ceased
- Role
- Executive Vice President and Chief Financial Officer (Summit)
Exact text from the filing
At the Effective Time of the Merger, all of the directors and executive officers of Summit ceased serving as directors and executive officers of Summit.
View on SEC.gov
Executive change
SEC 8-K Item 5.02
confidence 0.95
H. Charles Maddy, III was appointed as Director of Burke & Herbert at SUMMIT FINANCIAL GROUP, INC..
- Action
- appointed
- Role
- Director of Burke & Herbert
Exact text from the filing
The eight Summit directors designated by Summit pursuant to the Merger Agreement, each of whom was appointed as a member of the board of directors of Burke & Herbert as of the Effective Time (the “Summit Continuing Directors”), are as follows: Oscar M. Bean, James P. Geary, II, Georgette R. George, Gary L. Hinkle, Jason A. Kitzmiller, H. Charles Maddy, III, Charles S. Piccirillo, and Jill S. Upson.
View on SEC.gov
Executive change
SEC 8-K Item 5.02
confidence 0.92
Charles S. Piccirillo departed as Director (Summit) at SUMMIT FINANCIAL GROUP, INC..
- Action
- ceased
- Role
- Director (Summit)
Exact text from the filing
At the Effective Time of the Merger, all of the directors and executive officers of Summit ceased serving as directors and executive officers of Summit.
View on SEC.gov
Executive change
SEC 8-K Item 5.02
confidence 0.95
Georgette R. George was appointed as Director of Burke & Herbert at SUMMIT FINANCIAL GROUP, INC..
- Action
- appointed
- Role
- Director of Burke & Herbert
Exact text from the filing
The eight Summit directors designated by Summit pursuant to the Merger Agreement, each of whom was appointed as a member of the board of directors of Burke & Herbert as of the Effective Time (the “Summit Continuing Directors”), are as follows: Oscar M. Bean, James P. Geary, II, Georgette R. George, Gary L. Hinkle, Jason A. Kitzmiller, H. Charles Maddy, III, Charles S. Piccirillo, and Jill S. Upson.
View on SEC.gov
Executive change
SEC 8-K Item 5.02
confidence 0.95
James P. Geary, II was appointed as Director of Burke & Herbert Bank at SUMMIT FINANCIAL GROUP, INC..
- Action
- appointed
- Role
- Director of Burke & Herbert Bank
Exact text from the filing
The eight directors of SCB designated by Summit pursuant to the Merger Agreement, each of whom was appointed as a member of the Burke & Herbert Bank board of directors as of the Effective Time, are as follows: Oscar M. Bean, Ronald L. Bowling, J. Scott Bridgeforth, James M. Cookman, James P. Geary, II, Georgette R. George, H. Charles Maddy, III, and David H. Wilson, Sr.
View on SEC.gov
Executive change
SEC 8-K Item 5.02
confidence 0.95
Jason A. Kitzmiller was appointed as Director of Burke & Herbert at SUMMIT FINANCIAL GROUP, INC..
- Action
- appointed
- Role
- Director of Burke & Herbert
Exact text from the filing
The eight Summit directors designated by Summit pursuant to the Merger Agreement, each of whom was appointed as a member of the board of directors of Burke & Herbert as of the Effective Time (the “Summit Continuing Directors”), are as follows: Oscar M. Bean, James P. Geary, II, Georgette R. George, Gary L. Hinkle, Jason A. Kitzmiller, H. Charles Maddy, III, Charles S. Piccirillo, and Jill S. Upson.
View on SEC.gov
Executive change
SEC 8-K Item 5.02
confidence 0.92
Oscar M. Bean departed as Director (Summit) at SUMMIT FINANCIAL GROUP, INC..
- Action
- ceased
- Role
- Director (Summit)
Exact text from the filing
At the Effective Time of the Merger, all of the directors and executive officers of Summit ceased serving as directors and executive officers of Summit.
View on SEC.gov
Executive change
SEC 8-K Item 5.02
confidence 0.95
Oscar M. Bean was appointed as Director of Burke & Herbert Bank at SUMMIT FINANCIAL GROUP, INC..
- Action
- appointed
- Role
- Director of Burke & Herbert Bank
Exact text from the filing
The eight directors of SCB designated by Summit pursuant to the Merger Agreement, each of whom was appointed as a member of the Burke & Herbert Bank board of directors as of the Effective Time, are as follows: Oscar M. Bean, Ronald L. Bowling, J. Scott Bridgeforth, James M. Cookman, James P. Geary, II, Georgette R. George, H. Charles Maddy, III, and David H. Wilson, Sr.
View on SEC.gov
Executive change
SEC 8-K Item 5.02
confidence 0.95
Ronald L. Bowling was appointed as Director of Burke & Herbert Bank at SUMMIT FINANCIAL GROUP, INC..
- Action
- appointed
- Role
- Director of Burke & Herbert Bank
Exact text from the filing
The eight directors of SCB designated by Summit pursuant to the Merger Agreement, each of whom was appointed as a member of the Burke & Herbert Bank board of directors as of the Effective Time, are as follows: Oscar M. Bean, Ronald L. Bowling, J. Scott Bridgeforth, James M. Cookman, James P. Geary, II, Georgette R. George, H. Charles Maddy, III, and David H. Wilson, Sr.
View on SEC.gov
Executive change
SEC 8-K Item 5.02
confidence 0.95
Charles S. Piccirillo was appointed as Director of Burke & Herbert at SUMMIT FINANCIAL GROUP, INC..
- Action
- appointed
- Role
- Director of Burke & Herbert
Exact text from the filing
The eight Summit directors designated by Summit pursuant to the Merger Agreement, each of whom was appointed as a member of the board of directors of Burke & Herbert as of the Effective Time (the “Summit Continuing Directors”), are as follows: Oscar M. Bean, James P. Geary, II, Georgette R. George, Gary L. Hinkle, Jason A. Kitzmiller, H. Charles Maddy, III, Charles S. Piccirillo, and Jill S. Upson.
View on SEC.gov
Executive change
SEC 8-K Item 5.02
confidence 0.98
Ronald L. Bowling resigned as Director (Summit) at SUMMIT FINANCIAL GROUP, INC..
- Action
- resigned
- Role
- Director (Summit)
Exact text from the filing
Ronald L. Bowling, J. Scott Bridgeforth, James M. Cookman, Ronald B. Spencer and David H. Wilson, Sr. tendered their resignations as members of the board of directors of Summit
View on SEC.gov
Executive change
SEC 8-K Item 5.02
confidence 0.95
Georgette R. George was appointed as Director of Burke & Herbert Bank at SUMMIT FINANCIAL GROUP, INC..
- Action
- appointed
- Role
- Director of Burke & Herbert Bank
Exact text from the filing
The eight directors of SCB designated by Summit pursuant to the Merger Agreement, each of whom was appointed as a member of the Burke & Herbert Bank board of directors as of the Effective Time, are as follows: Oscar M. Bean, Ronald L. Bowling, J. Scott Bridgeforth, James M. Cookman, James P. Geary, II, Georgette R. George, H. Charles Maddy, III, and David H. Wilson, Sr.
View on SEC.gov
Executive change
SEC 8-K Item 5.02
confidence 0.98
Ronald B. Spencer resigned as Director (Summit) at SUMMIT FINANCIAL GROUP, INC..
- Action
- resigned
- Role
- Director (Summit)
Exact text from the filing
Ronald L. Bowling, J. Scott Bridgeforth, James M. Cookman, Ronald B. Spencer and David H. Wilson, Sr. tendered their resignations as members of the board of directors of Summit
View on SEC.gov
Executive change
SEC 8-K Item 5.02
confidence 0.98
J. Scott Bridgeforth resigned as Director (Summit) at SUMMIT FINANCIAL GROUP, INC..
- Action
- resigned
- Role
- Director (Summit)
Exact text from the filing
Ronald L. Bowling, J. Scott Bridgeforth, James M. Cookman, Ronald B. Spencer and David H. Wilson, Sr. tendered their resignations as members of the board of directors of Summit
View on SEC.gov
Executive change
SEC 8-K Item 5.02
confidence 0.98
David H. Wilson, Sr. resigned as Director (Summit) at SUMMIT FINANCIAL GROUP, INC..
- Action
- resigned
- Role
- Director (Summit)
Exact text from the filing
Ronald L. Bowling, J. Scott Bridgeforth, James M. Cookman, Ronald B. Spencer and David H. Wilson, Sr. tendered their resignations as members of the board of directors of Summit
View on SEC.gov
Executive change
SEC 8-K Item 5.02
confidence 0.92
Joseph W. Hager departed as Chief Risk Officer (Summit) at SUMMIT FINANCIAL GROUP, INC..
- Action
- ceased
- Role
- Chief Risk Officer (Summit)
Exact text from the filing
At the Effective Time of the Merger, all of the directors and executive officers of Summit ceased serving as directors and executive officers of Summit.
View on SEC.gov
Executive change
SEC 8-K Item 5.02
confidence 0.92
Georgette R. George departed as Director (Summit) at SUMMIT FINANCIAL GROUP, INC..
- Action
- ceased
- Role
- Director (Summit)
Exact text from the filing
At the Effective Time of the Merger, all of the directors and executive officers of Summit ceased serving as directors and executive officers of Summit.
View on SEC.gov
Executive change
SEC 8-K Item 5.02
confidence 0.92
Bradford E. Ritchie departed as Executive Vice President and President of SCB (Summit) at SUMMIT FINANCIAL GROUP, INC..
- Action
- ceased
- Role
- Executive Vice President and President of SCB (Summit)
Exact text from the filing
At the Effective Time of the Merger, all of the directors and executive officers of Summit ceased serving as directors and executive officers of Summit.
View on SEC.gov
Executive change
SEC 8-K Item 5.02
confidence 0.92
Jason A. Kitzmiller departed as Director (Summit) at SUMMIT FINANCIAL GROUP, INC..
- Action
- ceased
- Role
- Director (Summit)
Exact text from the filing
At the Effective Time of the Merger, all of the directors and executive officers of Summit ceased serving as directors and executive officers of Summit.
View on SEC.gov
Executive change
SEC 8-K Item 5.02
confidence 0.95
James P. Geary, II was appointed as Director of Burke & Herbert at SUMMIT FINANCIAL GROUP, INC..
- Action
- appointed
- Role
- Director of Burke & Herbert
Exact text from the filing
The eight Summit directors designated by Summit pursuant to the Merger Agreement, each of whom was appointed as a member of the board of directors of Burke & Herbert as of the Effective Time (the “Summit Continuing Directors”), are as follows: Oscar M. Bean, James P. Geary, II, Georgette R. George, Gary L. Hinkle, Jason A. Kitzmiller, H. Charles Maddy, III, Charles S. Piccirillo, and Jill S. Upson.
View on SEC.gov
Executive change
SEC 8-K Item 5.02
confidence 0.95
James M. Cookman was appointed as Director of Burke & Herbert Bank at SUMMIT FINANCIAL GROUP, INC..
- Action
- appointed
- Role
- Director of Burke & Herbert Bank
Exact text from the filing
The eight directors of SCB designated by Summit pursuant to the Merger Agreement, each of whom was appointed as a member of the Burke & Herbert Bank board of directors as of the Effective Time, are as follows: Oscar M. Bean, Ronald L. Bowling, J. Scott Bridgeforth, James M. Cookman, James P. Geary, II, Georgette R. George, H. Charles Maddy, III, and David H. Wilson, Sr.
View on SEC.gov
Executive change
SEC 8-K Item 5.02
confidence 0.95
H. Charles Maddy, III was appointed as Director of Burke & Herbert Bank at SUMMIT FINANCIAL GROUP, INC..
- Action
- appointed
- Role
- Director of Burke & Herbert Bank
Exact text from the filing
The eight directors of SCB designated by Summit pursuant to the Merger Agreement, each of whom was appointed as a member of the Burke & Herbert Bank board of directors as of the Effective Time, are as follows: Oscar M. Bean, Ronald L. Bowling, J. Scott Bridgeforth, James M. Cookman, James P. Geary, II, Georgette R. George, H. Charles Maddy, III, and David H. Wilson, Sr.
View on SEC.gov
Executive change
SEC 8-K Item 5.02
confidence 0.92
Gary L. Hinkle departed as Director (Summit) at SUMMIT FINANCIAL GROUP, INC..
- Action
- ceased
- Role
- Director (Summit)
Exact text from the filing
At the Effective Time of the Merger, all of the directors and executive officers of Summit ceased serving as directors and executive officers of Summit.
View on SEC.gov
Executive change
SEC 8-K Item 5.02
confidence 0.95
J. Scott Bridgeforth was appointed as Director of Burke & Herbert Bank at SUMMIT FINANCIAL GROUP, INC..
- Action
- appointed
- Role
- Director of Burke & Herbert Bank
Exact text from the filing
The eight directors of SCB designated by Summit pursuant to the Merger Agreement, each of whom was appointed as a member of the Burke & Herbert Bank board of directors as of the Effective Time, are as follows: Oscar M. Bean, Ronald L. Bowling, J. Scott Bridgeforth, James M. Cookman, James P. Geary, II, Georgette R. George, H. Charles Maddy, III, and David H. Wilson, Sr.
View on SEC.gov
Executive change
SEC 8-K Item 5.02
confidence 0.98
James M. Cookman resigned as Director (Summit) at SUMMIT FINANCIAL GROUP, INC..
- Action
- resigned
- Role
- Director (Summit)
Exact text from the filing
Ronald L. Bowling, J. Scott Bridgeforth, James M. Cookman, Ronald B. Spencer and David H. Wilson, Sr. tendered their resignations as members of the board of directors of Summit
View on SEC.gov
Executive change
SEC 8-K Item 5.02
confidence 0.95
Robert S. Tissue was appointed as Executive Vice President of Balance Sheet Strategy of Burke & Herbert and Burke & Herbert Bank at SUMMIT FINANCIAL GROUP, INC..
- Action
- appointed
- Role
- Executive Vice President of Balance Sheet Strategy of Burke & Herbert and Burke & Herbert Bank
Exact text from the filing
Robert S. Tissue, Summit’s Executive Vice President and Chief Financial Officer prior to the Merger, was appointed to serve as Executive Vice President of Balance Sheet Strategy of Burke & Herbert and Burke & Herbert Bank
View on SEC.gov
Governance Changes
SEC 8-K Item 5.03/5.05/5.06
confidence 0.9
SUMMIT FINANCIAL GROUP, INC.: Burke & Herbert filed an amended certificate of incorporation establishing the Series 2021 Preferred Stock, effective May 3, 2024, immediately prior to the merger effective time (effective 2024-05-03).
- Change
- charter amendment
- Effective
- 2024-05-03
Exact text from the filing
Burke & Herbert filed an amended certificate of incorporation (the “Amended Certificate”) with the Virginia State Corporation Commission (the “VSCC”), establishing the powers, preferences, privileges, and rights of the Burke & Herbert Series 2021 Preferred Stock. The Amended Certificate became effective on May 3, 2024, immediately prior to the Effective Time
View on SEC.gov
Governance Changes
SEC 8-K Item 5.03/5.05/5.06
confidence 0.9
SUMMIT FINANCIAL GROUP, INC.: Bylaws of Burke & Herbert were amended to fix board size at 16 directors, specify director categories, and provide governance arrangements for director nominations and vacancies, effective as of the merger effective time.
- Change
- bylaw amendment
Exact text from the filing
the bylaws of Burke & Herbert were amended to provide for certain governance arrangements for the continuing corporation, effective as of the Effective Time. The Burke & Herbert bylaw amendment fixes the number of directors on the Burke & Herbert Board at 16 directors and provides that eight of these directors will consist of the eight Burke & Herbert directors designated by Burke & Herbert pursuant to the Merger Agreement (the “Burke & Herbert Continuing Directors”) and eight will consist of the Summit Continuing Directors.
View on SEC.gov
M&A Transactions
SEC 8-K Item 2.01/5.01
confidence 0.9
SUMMIT FINANCIAL GROUP, INC. underwent a change of control involving Burke & Herbert Financial Services Corp. for 0.5043 shares of Burke & Herbert Common Stock per share of Summit Common Stock (closed 2024-05-03).
- Action
- change of control
- Counterparty
- Burke & Herbert Financial Services Corp.
- Consideration
- 0.5043 shares of Burke & Herbert Common Stock per share of Summit Common Stock
- Closing
- 2024-05-03
Exact text from the filing
Stock”) issued and outstanding immediately prior to the Effective Time, other than certain shares held by Burke & Herbert and Summit, was converted into the right to receive 0.5043 shares (the “Exchange Ratio”) of common stock, par value $0.50 per share, of Burke & Herbert (“Burke & Herbert Common Stock” and such shares the “Merger Consideration”). Holders
View on SEC.gov
Comparable filings
CVGW
Calavo completes acquisition by Mission Produce; shareholders receive 0.9790 Mission shares + $14.85 cash per share
CALAVO GROWERS INC
May 29, 2026, 6:01 AM ET
m_and_a
Items 1.02, 2.01, 3.01, 3.03, 5.01, 5.02, 9.01
same fact type: executive_change, ma_transaction
same SEC item: 2.01, 3.01, 3.03, 5.01, 5.02, 9.01
same event type: m_and_a
similar materiality
This filing
At the Effective Time of the Merger, all of the directors and executive officers of Summit ceased serving as directors and executive officers of Summit.
Comparable filing
B. John Lindeman, Farha Aslam, Marc L. Brown, Michael DiGregorio, Steven Hollister, Kathleen M. Holmgren, J. Link Leavens, and Adriana Mendizabal tendered their resignations as members of the board of directors of Calavo and from all committees of the board on which they formerly served, effective as of the First Effective Time.
Filing page
SEC filing
AMWD
American Woodmark completes merger with MasterBrand; shareholders receive 5.150 MBC shares per share
AMERICAN WOODMARK CORP
May 28, 2026, 9:17 AM ET
m_and_a
Items 1.02, 2.01, 3.01, 3.03, 5.01, 5.02, 5.03, 7.01, 9.01
same fact type: governance_change, ma_transaction
same SEC item: 2.01, 3.01, 3.03, 5.01, 5.02, 5.03, 9.01
same event type: m_and_a
similar materiality
This filing
Burke & Herbert filed an amended certificate of incorporation (the “Amended Certificate”) with the Virginia State Corporation Commission (the “VSCC”), establishing the powers, preferences, privileges, and rights of the Burke & Herbert Series 2021 Preferred Stock. The Amended Certificate became effective on May 3, 2024, immediately prior to the Effective Time
Comparable filing
the Articles of Incorporation and Bylaws of American Woodmark were each amended and restated in their entirety to be the same as the Articles of Incorporation and Bylaws of Merger Sub as in effect immediately prior to the Effective Time, except that references to Merger Sub’s name were replaced with references to American Woodmark’s name.
Filing page
SEC filing
Veris Residential, L.P.
Veris Residential taken private in $3.5B all-cash acquisition by Affinius Capital consortium
Veris Residential, L.P.
May 27, 2026, 4:44 PM ET
m_and_a
Items 1.02, 2.01, 3.01, 3.03, 5.01, 5.02, 5.03, 8.01, 9.01
same fact type: governance_change, ma_transaction
same SEC item: 2.01, 3.01, 3.03, 5.01, 5.02, 5.03, 9.01
same event type: m_and_a
similar materiality
This filing
Burke & Herbert filed an amended certificate of incorporation (the “Amended Certificate”) with the Virginia State Corporation Commission (the “VSCC”), establishing the powers, preferences, privileges, and rights of the Burke & Herbert Series 2021 Preferred Stock. The Amended Certificate became effective on May 3, 2024, immediately prior to the Effective Time
Comparable filing
Pursuant to the Merger Agreement, following the consummation of the Merger, the Company ceased to exist and Merger Sub I continued as the Surviving Entity. As of the Effective Time, (i) the certificate of formation of Merger Sub I in effect immediately prior to the consummation of the Merger became the certificate of formation of the Surviving Entity, and (ii) the limited liability company agreement of Merger Sub I in effect immediately prior to the consummation of the Merger became the limited liability company agreement of the Surviving Entity.
Filing page
SEC filing
FFIC
OceanFirst completes acquisition of Flushing Financial; FFIC holders receive 0.85 OCFC shares
FLUSHING FINANCIAL CORP
June 1, 2026, 5:21 PM ET
m_and_a
Items 2.01, 3.01, 3.03, 5.01, 5.02, 9.01
same fact type: ma_transaction
same SEC item: 2.01, 3.01, 3.03, 5.01, 5.02, 9.01
same event type: m_and_a
similar materiality
This filing
Stock”) issued and outstanding immediately prior to the Effective Time, other than certain shares held by Burke & Herbert and Summit, was converted into the right to receive 0.5043 shares (the “Exchange Ratio”) of common stock, par value $0.50 per share, of Burke & Herbert (“Burke & Herbert Common Stock” and such shares the “Merger Consideration”). Holders
Comparable filing
of Flushing (“ Flushing Common Stock ”) issued and outstanding immediately prior to the Effective Time, subject to certain exceptions, was converted into the right to receive 0.85 of a share (the “ Exchange Ratio ”) of common stock, par value $0.01 per share, of OceanFirst (“ OceanFirst Common Stock ” and such consideration, the “ Merger Consideration ”).
Filing page
SEC filing
OCFC
OceanFirst closes acquisition of Flushing Financial; issues shares to Warburg Pincus
OCEANFIRST FINANCIAL CORP
June 1, 2026, 5:19 PM ET
m_and_a
Items 1.01, 3.02, 2.01, 2.03, 3.03, 5.02, 5.03, 7.01, 9.01
same fact type: executive_change, ma_transaction
same SEC item: 2.01, 3.03, 5.02, 5.03, 9.01
same event type: m_and_a
similar materiality
This filing
At the Effective Time of the Merger, all of the directors and executive officers of Summit ceased serving as directors and executive officers of Summit.
Comparable filing
Todd Schell, designated by Warburg, was appointed to serve as a director of OceanFirst
Filing page
SEC filing
Enviri II Corp
New Enviri completes spin-off; starts trading June 2 under NVRI; ~$1.2B revenue, ~$140M EBITDA
Enviri II Corp
June 1, 2026, 5:18 PM ET
m_and_a
Items 1.01, 2.03, 3.03, 5.03, 5.01, 5.02, 5.05, 7.01, 9.01
same fact type: governance_change, ma_transaction
same SEC item: 3.03, 5.01, 5.02, 5.03, 9.01
same event type: m_and_a
similar materiality
This filing
Burke & Herbert filed an amended certificate of incorporation (the “Amended Certificate”) with the Virginia State Corporation Commission (the “VSCC”), establishing the powers, preferences, privileges, and rights of the Burke & Herbert Series 2021 Preferred Stock. The Amended Certificate became effective on May 3, 2024, immediately prior to the Effective Time
Comparable filing
In connection with the Spin-Off, the Board adopted the Code of Conduct, a copy of which is available on New Enviri’s website at www.enviri.com.
Filing page
SEC filing
CECO
CECO Environmental completes acquisition of Thermon Group Holdings, issues ~22.5M shares and pays $329.4M cash
CECO ENVIRONMENTAL CORP
June 1, 2026, 9:16 AM ET
m_and_a
Items 2.01, 2.03, 5.02, 5.03, 7.01, 9.01
same fact type: executive_change, governance_change, ma_transaction
same SEC item: 2.01, 5.02, 5.03, 9.01
same event type: m_and_a
similar materiality
This filing
At the Effective Time of the Merger, all of the directors and executive officers of Summit ceased serving as directors and executive officers of Summit.
Comparable filing
the Board appointed Todd Gleason, CECO’s Chief Executive Officer and an existing member of the Board, to serve as Chairman of the Board, effective as of the effective time of the First Merger.
Filing page
SEC filing
Matternet, Inc.
Matternet goes public via reverse merger with Los Altos Ventures, $27.6M PIPE
Matternet, Inc.
May 29, 2026, 5:21 PM ET
m_and_a
Items 1.01, 2.01, 3.02, 3.03, 4.01, 5.01, 5.02, 5.03, 5.06, 9.01
same fact type: governance_change
same SEC item: 2.01, 3.03, 5.01, 5.02, 5.03, 9.01
same event type: m_and_a
similar materiality
This filing
Burke & Herbert filed an amended certificate of incorporation (the “Amended Certificate”) with the Virginia State Corporation Commission (the “VSCC”), establishing the powers, preferences, privileges, and rights of the Burke & Herbert Series 2021 Preferred Stock. The Amended Certificate became effective on May 3, 2024, immediately prior to the Effective Time
Comparable filing
At the Effective Time, we amended and restated our certificate of incorporation.
Filing page
SEC filing
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