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SUMMIT FINANCIAL GROUP INC. 2023-2024 Proxy Voting Records

Compiled from SEC Form N-PX filings. Page generated 02 October 2026.

  • 3Reported items
  • 116Asset managers
  • 493Fund votes
  • 2023-12-06Meeting date

Proxy season: 2023-2024

Explore SUMMIT FINANCIAL GROUP INC. in the interactive database Compare manager voting policies

How asset managers voted at the SUMMIT FINANCIAL GROUP INC. 2023-2024 meeting

Each item below shows how the 116 asset managers that disclosed a SUMMIT FINANCIAL GROUP INC. vote in their SEC Form N-PX filings actually voted. Share totals are the shares those managers' funds voted, summed across every fund they report. These are reported items, not a count of the ballot: fund filings describe one ballot item in different words. Two descriptions are shown as one item only on evidence — the same text (or one cut short of the other), the same director nominee, or a match to the same row of SUMMIT FINANCIAL GROUP INC.’s own Form 8-K tally — never because they merely read alike. A description that could not be joined that way is listed on its own, so one ballot item can appear more than once.

1. To approve, on an advisory (non-binding) basis, the merger-related compensation payments that will or may be paid to the named executive officers of Summit in connection with the transactions contemplated by the merger agreement.

DIRECTOR ELECTIONSCOMPENSATION

Combines 3 wordings of this item as funds reported it.

35% fund support · no official result

FOR 35%AGAINST 65%

The 112 asset managers below cast 35% of the shares they voted on this item FOR (1,359,312 for, 2,489,591 against).

FOR: 1,359,312 (35.3%)AGAINST: 2,489,591 (64.7%)UNKNOWN: 411 (0.0%)
Largest asset managers voting on “To approve, on an advisory (non-binding) basis, the merger-related compensation payments that will or may be p” at SUMMIT FINANCIAL GROUP INC., 2023-2024
Asset managerForAgainst AbstainWithheldVote
BlackRock708,4833,312 00For
Vanguard0563,573 00Against
Dimensional0367,024 00Against
BURKE & HERBERT BANK & TRUST CO101,212163,613 00Against
GEODE CAPITAL MANAGEMENT, LLC0241,214 00Against
Fidelity0229,361 00Against
American Century0153,414 00Against
Renaissance0151,192 00Against
Royce0123,254 00Against
BRIDGEWAY FUNDS INC065,515 00Against
Charles Schwab63,6100 00For
Russell Investments61,4720 00For
MELLON INVESTMENTS Corp053,800 00Against
EJF Capital LLC48,9740 00For
EA Series Trust47,7480 00For
FIFTH THIRD BANK, NATIONAL ASSOCIATION045,382 00Against
AllianceBernstein040,785 00Against
SEI40,2480 00For
Northern Trust31,9141,026 00For
Equitable19,7609,140 00For
ACADIAN ASSET MANAGEMENT LLC028,300 00Against
LSV ASSET MANAGEMENT28,3000 00For
Nuveen026,785 00Against
TIAA026,587 00Against
EMERALD MUTUAL FUND ADVISERS TRUST25,9370 00For

Showing the 25 largest of 112 asset managers. See all 112 in the interactive database.

2. To adjourn the Summit special meeting, if necessary or appropriate, to solicit additional proxies if, immediately prior to such adjournment, there are not sufficient votes to approve the Summit merger proposal or to ensure that any supplement or amendment to the accompanying joint proxy statement/prospectus is timely provided to holders of Summit common stock.

DIRECTOR ELECTIONS

Combines 2 wordings of this item as funds reported it.

89% fund support · no official result

FOR 89%11%

The 47 asset managers below cast 89% of the shares they voted on this item FOR (1,934,357 for, 239,800 against).

FOR: 1,934,357 (89.0%)AGAINST: 239,800 (11.0%)UNKNOWN: 411 (0.0%)
Largest asset managers voting on “To adjourn the Summit special meeting, if necessary or appropriate, to solicit additional proxies if, immediat” at SUMMIT FINANCIAL GROUP INC., 2023-2024
Asset managerForAgainst AbstainWithheldVote
Vanguard554,8820 00For
BlackRock423,2900 00For
Dimensional314,0590 00For
Fidelity0228,464 00Against
Royce118,8760 00For
American Century76,7070 00For
BRIDGEWAY FUNDS INC65,5150 00For
Russell Investments61,4720 00For
EA Series Trust47,7480 00For
Charles Schwab31,8050 00For
Equitable28,9000 00For
TIAA26,5870 00For
FINANCIAL INVESTORS TRUST25,9370 00For
Northern Trust25,6330 00For
SEI20,0440 00For
QUANTITATIVE MASTER SERIES LLC19,5780 00For
Invesco11,9850 00For
WisdomTree11,8320 00For
Lincoln Financial4509,558 00Against
Janus Detroit Street Trust7,4350 00For
RBC FUNDS TRUST6,1000 00For
AIG/SunAmerica5,5810 00For
John Hancock5,2850 00For
Bridge Builder Trust4,9380 00For
Pacific Life4,7680 00For

Showing the 25 largest of 47 asset managers. See all 47 in the interactive database.

3. To approve the Agreement and Plan of Reorganization and accompanying Plan of Merger, dated as of August 24, 2023 (the "merger agreement"), by and between Burke & Herbert Financial Services Corp. ("Burke & Herbert") and Summit Financial Group, Inc. ("Summit"), and the other transactions contemplated by the merger agreement, pursuant to which Summit will merge with and into Burke & Herbert as more f

DIRECTOR ELECTIONS

Combines 3 wordings of this item as funds reported it.

100% fund support · no official result

FOR 99.9%

The 46 asset managers below cast 100% of the shares they voted on this item FOR (2,174,127 for, 0 against).

FOR: 2,174,127 (100.0%)UNKNOWN: 411 (0.0%)
Largest asset managers voting on “To approve the Agreement and Plan of Reorganization and accompanying Plan of Merger, dated as of August 24, 20” at SUMMIT FINANCIAL GROUP INC., 2023-2024
Asset managerForAgainst AbstainWithheldVote
Vanguard554,8820 00For
BlackRock423,2900 00For
Dimensional314,0590 00For
Fidelity228,4640 00For
Royce118,8760 00For
American Century76,7070 00For
BRIDGEWAY FUNDS INC65,5150 00For
Russell Investments61,4720 00For
EA Series Trust47,7480 00For
Charles Schwab31,8050 00For
Equitable28,9000 00For
TIAA26,5870 00For
FINANCIAL INVESTORS TRUST25,9370 00For
Northern Trust25,6330 00For
SEI20,0440 00For
QUANTITATIVE MASTER SERIES LLC19,5780 00For
Invesco11,9850 00For
WisdomTree11,8320 00For
Lincoln Financial10,0080 00For
Janus Detroit Street Trust7,4350 00For
RBC FUNDS TRUST6,1000 00For
AIG/SunAmerica5,5810 00For
John Hancock5,2850 00For
Bridge Builder Trust4,9380 00For
Pacific Life4,7680 00For

Showing the 25 largest of 46 asset managers. See all 46 in the interactive database.

Largest SUMMIT FINANCIAL GROUP INC. shareholders voting in 2023-2024

Ranked by the number of SUMMIT FINANCIAL GROUP INC. shares each manager voted on the most widely held ballot item of the 2023-2024 meeting, shown as a share of the 14,674,852 shares outstanding at the time of that meeting.

Top SUMMIT FINANCIAL GROUP INC. shareholders by shares voted, 2023-2024
#Asset manager % of shares outstanding
1BlackRock 4.85%
2Vanguard 3.84%
3Dimensional 2.50%
4BURKE & HERBERT BANK & TRUST CO 1.80%
5GEODE CAPITAL MANAGEMENT, LLC 1.64%
6Fidelity 1.56%
7American Century 1.05%
8Renaissance 1.03%
9Royce 0.84%
10BRIDGEWAY FUNDS INC 0.45%

Reported SUMMIT FINANCIAL GROUP INC. ownership

Positions disclosed to the SEC on Schedules 13D and 13G, Form 13F and the company’s own proxy statement (DEF 14A).

SUMMIT FINANCIAL GROUP INC. beneficial owners on record for the 2023-2024 proxy season
Holder % outstanding Disclosure
Dimensional Fund Advisors 4.74% 13F
Gary L. Hinkle 3.49% DEF14A
Georgette R. George 1.74% DEF14A
Geode Capital 1.74% 13F
State Street 1.62% 13F
Ronald B. Spencer 1.33% DEF14A
Renaissance Technologies 1.14% 13F
John W. Crites II 0.98% DEF14A
H. Charles Maddy, III 0.81% DEF14A
Northern Trust 0.77% 13F

Percentages above are of 14,674,852 shares outstanding, as reported by SUMMIT FINANCIAL GROUP INC. on its Form 10-Q dated 2023-11-03 (see the filing on EDGAR). This is the count contemporaneous with the 2023-2024 meeting, so the percentages are the ones that were true then, not ones restated against today’s share count.

About this page

Every figure above is derived from filings made with the US Securities and Exchange Commission: Form N-PX, in which registered investment companies and institutional managers disclose how they voted every proxy, and Form 8-K Item 5.07, in which the company reports its own meeting results. Shares outstanding are taken from SUMMIT FINANCIAL GROUP INC.’s 10-Q dated 2023-11-03. This page is a static snapshot rebuilt weekly on 02 October 2026; a live search always shows the current data.

At SUMMIT FINANCIAL GROUP INC.'s shareholder meeting held 2023-12-06, in the 2023-2024 proxy season, 116 asset managers reported how they voted in their SEC Form N-PX filings, covering 493 separate fund positions. Their filings are grouped here into 3 reported items; because filers word the same ballot item differently, that can be more than the number of items on the ballot. No official Form 8-K vote tally has been matched to this meeting, so this page states no certified outcome for its most widely held ballot item. On that item — To approve, on an advisory (non-binding) basis, the merger-related compensation payments that… — the reporting funds cast 35% of the shares they voted in favour (FOR divided by FOR plus AGAINST, the conventional basis for proxy support; abstentions, broker non-votes and unvoted shares are excluded because none of them took a side). That is the aggregate of those managers' own N-PX disclosures, not the company's certified result, and the funds are a subset of all shareholders.

SUMMIT FINANCIAL GROUP INC. proxy season coverage: 2023-2024 (this page).