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Charles Piccirillo

About Charles S. Piccirillo

Independent director of Burke & Herbert Financial Services Corp. (BHRB); age 70; joined the BHRB board in 2024 following the Summit Financial Group, Inc. merger, with prior director tenure at Summit since 1998 . A trial lawyer with 30+ years of experience, Piccirillo is counsel to Shaffer & Shaffer, PLLC, founder and sole member of C.S. Piccirillo Law, PLLC, partner with Lawoff Associates, and president of Auggus Enterprises, Inc., real estate entities; admitted to practice before the West Virginia Supreme Court of Appeals and U.S. District Courts throughout West Virginia . The board identifies him as independent under NASDAQ rules .

Past Roles

OrganizationRoleTenureCommittees/Impact
Shaffer & Shaffer, PLLCMember through 2020; subsequently CounselThrough 2020; Counsel thereafter30+ years trial experience; real estate law expertise valued by Board
C.S. Piccirillo Law, PLLCSole MemberEstablished Jan 1, 2021Legal expertise; market knowledge in real estate law
Lawoff AssociatesPartnerNot specifiedReal estate-focused entities; market knowledge
Auggus Enterprises, Inc.PresidentNot specifiedReal estate entities; business experience

External Roles

OrganizationRoleTenureNotes
West Virginia Supreme Court of AppealsBar admissionNot specifiedLegal credential
U.S. District Courts throughout WVBar admissionNot specifiedLegal credential

Board Governance

  • Independence: Determined independent under NASDAQ Rule 5605(a)(2) .
  • Committee assignments: Audit Committee and Nominating & Governance Committee; not listed on Compensation or Enterprise Risk Management Committees .
  • Committee chair roles: None disclosed for Piccirillo .
  • Attendance: Board met 4 times in 2024; no director attended <75% of Board plus committee meetings; all directors standing for election attended the July 15, 2024 annual meeting .
  • Executive sessions: Conducted regularly; led by the Board’s Vice Chairs (Hinson and Bean) .

Fixed Compensation

ComponentAmount (USD)Period/Notes
Fees Earned or Paid in Cash$24,000 FY 2024
Deferred Compensation ParticipationParticipated (portion of cash fees deferred) FY 2024
Director Retainers/Meeting Fees StructureRetainers and per‑meeting fees varied by quarter; RSU grants to non‑executive directors; details per proxy 2024 program terms

Performance Compensation

Equity Award TypeGrant DateShares/UnitsFair Value (USD)VestingPerformance Metrics
RSUs (director grant)Jul 15, 20241,000 $55,170 Vest on first anniversary, subject to continued service and attendance requirements None disclosed (attendance-based vesting only)

No director-specific performance metrics (e.g., EPS, TSR) tied to director equity awards were disclosed; vesting is service/attendance-based .

Other Directorships & Interlocks

CompanyRoleTenureInterlocks/Notes
Summit Financial Group, Inc.Director1998–2024 (merged into BHRB May 3, 2024) Transitioned to BHRB board per merger agreement

Expertise & Qualifications

  • 30+ years trial experience; real estate law specialization; admitted to WV Supreme Court of Appeals and U.S. District Courts in WV .
  • Board views his market knowledge and real estate law experience as valuable; governance independence affirmed .
  • Audit Committee financial expert designation is held by Shawn P. McLaughlin (not Piccirillo) .

Equity Ownership

CategoryShares/Units% of OutstandingNotes
Beneficial ownership (total)22,982 * (<1%) Includes direct and indirect holdings
Spouse-held314 *Included in beneficial ownership
Anggus Enterprises, Inc. (entity)4,848 *Included in beneficial ownership (entity name as disclosed)
Unvested RSUs (director grant)1,000 n/aGranted 7/15/2024; vest on first anniversary subject to attendance
Pledged sharesNot disclosed for Piccirillo n/aPledging noted for other directors, not for Piccirillo
Ownership guidelinesDirector minimum $300,000 aggregate book value; 3‑year compliance window starting post‑Summit Merger n/aCompliance status not disclosed

Governance Assessment

  • Strengths: Independent director serving on Audit and Nominating & Governance Committees, supporting financial reporting oversight and board composition/governance policies . Attendance expectations met at the aggregate board level; annual meeting attendance affirmed . Anti‑hedging policy applies to directors, aligning with shareholder interests .
  • Alignment: Holds 22,982 shares (<1%); additional unvested 1,000 RSUs with attendance-based vesting; subject to a director ownership guideline targeting $300,000 book value within 3 years post‑merger, enhancing long‑term alignment .
  • Conflicts and related-party exposure: Board independence reviewed; lending/services to directors and affiliates conducted in ordinary course and on market terms; no related‑party transactions reportable for Piccirillo disclosed . Noted real estate business interests (Auggus/Anggus Enterprises) without disclosed transactions with BHRB; monitor ordinary‑course banking exposure common to directors .
  • Red flags: None specific to Piccirillo disclosed. Section 16(a) late filings affected certain other directors/officers; Piccirillo not cited, a positive compliance indicator . Some directors have pledged shares (e.g., Hinkle, George), which is a governance risk generally; no pledge disclosure for Piccirillo .

Overall, Piccirillo presents as an independent legal practitioner with real estate expertise, active governance committee service, and solid ownership alignment via shares and RSUs; no disclosed conflicts or attendance issues, and compliant with anti‑hedging policy .