Statistiche di base
| LEI | 549300T4ME3JM38B7L87 |
| CIK | 1792597 |
SEC Filings
All companies that sell securities in the United States must register with the Securities and Exchange Commission (SEC) and file reports on a regular basis.
These reports include company annual reports (10K, 10Q), news updates (8K), investor presentations (found in 8Ks), insider trades (form 4), ownership reports (13D, and 13G), and reports related to the specific securities sold, such as registration statements and prospectus. This page shows recent SEC filings related to Community Heritage Financial, Inc.
SEC Filings (Chronological Order)
Questa pagina fornisce un elenco completo e cronologico dei depositi SEC, esclusi i documenti di proprietà che forniamo altrove.
| February 14, 2025 |
EX-99.A 2 cmhf4442641-ex99a.htm JOINT FILING AGREEMENT EXHIBIT A JOINT FILING AGREEMENT Manulife Financial Corporation, Manulife Investment Management Limited and Manulife Investment Management (US) LLC agree that the Schedule 13G (Amendment No.9) to which this Agreement is attached, relating to the Common Stock of Evans Bancorp, Inc., is filed on behalf of each of them. Manulife Financial Corpora |
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| February 9, 2024 |
CMHF / Community Heritage Financial, Inc. / BANC FUNDS CO LLC - NONE Passive Investment SC 13G/A 1 doc1.htm NONE UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 13G Under the Securities Exchange Act of 1934 (Amendment No. 1)* Community Heritage Financial Inc. (Name of Issuer) Common Stock (Title of Class of Securities) 20370L103 (CUSIP Number) December 31, 2023 (Date of Event Which Requires Filing of this Statement) Check the appropriate box to design |
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| May 1, 2023 |
CONSENT OF INDEPENDENT AUDITOR Exhibit 11.1 CONSENT OF INDEPENDENT AUDITOR We consent to the use in this annual report pursuant to Regulation A on Form 1-K of our report dated March 29, 2023, relating to the consolidated financial statements of Community Heritage Financial, Inc. and its subsidiaries as of and for the years ended December 31, 2022 and 2021. /s/ YOUNT, HYDE & BARBOUR, P.C. Roanoke, Virginia May 1, 2023 |
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| May 1, 2023 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 1-K [X] ANNUAL REPORT PURSUANT TO REGULATION A Or [ ]SPECIAL FINANCIAL REPORT PURSUANT TO REGULATION A For the fiscal year ended December 31, 2022 Community Heritage Financial, Inc. (Exact name of issuer as specified in its charter) Maryland 83-1950225 State or other jurisdiction of incorporation or organization (I.R.S. E |
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| February 13, 2023 |
CMHF / Community Heritage Financial, Inc. / BANC FUNDS CO LLC - NONE Passive Investment Schedule 13G UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 13G Under the Securities Exchange Act of 1934 (Amendment No. n/a )* Community Heritage Financial Inc. (Name of Issuer) Common Stock (Title of Class of Securities) 20370L103 (CUSIP Number) December 31, 2022 (Date of Event Which Requires Filing of this Statement) Check the appropriate box to designate the r |
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| October 26, 2022 |
Filed Pursuant to Rule 253(g)(2) File No. 024-11920 COMMUNITY HERITAGE FINANCIAL, INC. SUPPLEMENT NO. 2, DATED OCTOBER 26, 2022, TO THE OFFERING CIRCULAR, DATED SEPTEMBER 28, 2022, AS SUPPLEMENTED BY SUPPLEMENT NO. 1, DATED OCTOBER 3, 2022 This Supplement No. 2, dated October 26, 2022, supplements the Offering Circular, dated September 28, 2022 (the ?Offering Circular?), as supplemented by Supplem |
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| October 3, 2022 |
Filed Pursuant to Rule 253(g)(2) File No. 024-11920 COMMUNITY HERITAGE FINANCIAL, INC. SUPPLEMENT NO. 1, DATED OCTOBER 3, 2022, TO THE OFFERING CIRCULAR, DATED SEPTEMBER 28, 2022 This Supplement No. 1, dated October 3, 2022, supplements the Offering Circular, dated September 28, 2022, of Community Heritage Financial, Inc. (the “Company”), which forms a part of the Offering Statement on Form 1-A (a |
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| September 29, 2022 |
Filed Pursuant to Rule 253(g)(1) File No. 024-11920 OFFERING CIRCULAR 600,000 shares COMMUNITY HERITAGE FINANCIAL, INC. 24 West Main Street (overnight courier deliveries only) P.O. Box 75 (regular mail) Middletown, Maryland 21769 (301) 371-6700 We are offering up to 600,000 shares of our common stock, par value $0.01 per share. The public offering price is $21.00 per share. Our common stock is quo |
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| September 28, 2022 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 1-SA [X] SEMIANNUAL REPORT PURSUANT TO REGULATION A Or [ ]SPECIAL FINANCIAL REPORT PURSUANT TO REGULATION A For the fiscal semiannual period ended June 30, 2022 Community Heritage Financial Services, Inc. (Exact name of issuer as specified in its charter) Maryland 83-1950225 State or other jurisdiction of incorporation or |
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| September 27, 2022 |
COMMUNITY HERITAGE FINANCIAL, INC. 24 West Main Street (overnight courier deliveries only) P.O. Box 75 (regular mail) Middletown, Maryland 21769 September 27, 2022 VIA EDGAR Division of Corporation Finance United States Securities and Exchange Commission 100 F Street, NE Washington, D.C. 20549 Re: Community Heritage Financial, Inc. Offering Statement on Form 1-A Post-qualification Amendment No. 1 |
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| September 23, 2022 |
Consent of Independent Auditor Exhibit 11.1 Consent of Independent Auditor We consent to the use in this Post-Qualification Amendment No. 1 to the Offering Statement on Form 1-A of our report dated March 24, 2022 relating to the consolidated financial statements of Community Heritage Financial, Inc. and its subsidiaries as of and for the years ended December 31, 2021 and 2020, appearing in the Offering Circular, which is part o |
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| September 23, 2022 |
PART II AND III 2 g083201partiiandiii.htm PART II AND III Post-Qualification Amendment No. 1 File No. 024-11920 EXPLANATORY NOTE This is a post-qualification amendment to an offering statement on Form 1-A filed by Community Heritage Financial, Inc. (the “Offering Statement”). The Offering Statement was initially qualified by the U.S. Securities and Exchange Commission on September 9, 2022. The pur |
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| September 23, 2022 |
Exhibit 12.1 100 Light Street Baltimore, Maryland 21202 phone: 410-685-1120 fax: 410-547-0699 www.bakerdonelson.com September 23, 2022 Community Heritage Financial, Inc. P.O. Box 75 Middletown, Maryland 21769 Re: Post-Qualification Amendment No. 1 to the Offering Statement on Form 1-A Ladies and Gentlemen: We have acted as counsel to Community Heritage Financial, Inc., a Maryland corporation (the |
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| September 7, 2022 |
COMMUNITY HERITAGE FINANCIAL, INC. 24 West Main Street (overnight courier deliveries only) P.O. Box 75 (regular mail) Middletown, Maryland 21769 September 7, 2022 VIA EDGAR Division of Corporation Finance United States Securities and Exchange Commission 100 F Street, NE Washington, D.C. 20549 Re: Community Heritage Financial, Inc. Offering Statement on Form 1-A Amended on August 31, 2022 File No. |
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| August 31, 2022 |
Exhibit 1.1 [●] Shares COMMUNITY HERITAGE FINANCIAL, INC. Common Stock, par value $0.01 per share UNDERWRITING AGREEMENT [●], 2022 PIPER SANDLER & CO. [as Representative of the several Underwriters named in Schedule A hereto] c/o PIPER SANDLER & CO. 1251 Avenue of the Americas, 6th Floor New York, New York 10020 Ladies and Gentlemen: Community Heritage Financial, Inc., a Maryland corporation (the |
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| August 31, 2022 |
Consent of Independent Auditor Exhibit 11.1 Consent of Independent Auditor We consent to the use in this Offering Statement on Form 1-A of our report dated March 24, 2022 relating to the consolidated financial statements of Community Heritage Financial, Inc. and its subsidiaries as of and for the years ended December 31, 2021 and 2020, appearing in the Offering Circular, which is part of this Offering Statement. We also consent |
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| August 31, 2022 |
Exhibit 12.1 100 Light Street Baltimore, Maryland 21202 phone: 410-685-1120 fax: 410-547-0699 www.bakerdonelson.com August 30, 2022 Community Heritage Financial, Inc. P.O. Box 75 Middletown, Maryland 21769 Re: Offering Statement on Form 1-A Ladies and Gentlemen: We have acted as counsel to Community Heritage Financial, Inc., a Maryland corporation (the “Company”), in connection with the Company’s |
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| August 31, 2022 |
PART II AND III 2 g083146partiiandiii.htm PART II AND III Preliminary Offering Circular dated August 30, 2022 An offering statement pursuant to Regulation A relating to these securities has been filed with the United States Securities and Exchange Commission (the “SEC”). Information contained in this preliminary offering circular is subject to completion or amendment. These securities may not be s |
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| June 23, 2022 |
Exhibit 1.1 [●] Shares COMMUNITY HERITAGE FINANCIAL, INC. Common Stock, par value $0.01 per share UNDERWRITING AGREEMENT [●], 2022 PIPER SANDLER & CO. [as Representative of the several Underwriters named in Schedule A hereto] c/o PIPER SANDLER & CO. 1251 Avenue of the Americas, 6th Floor New York, New York 10020 Ladies and Gentlemen: Community Heritage Financial, Inc., a Maryland corporation (the |
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| June 23, 2022 |
PART II AND III 2 g083059partiiandiii.htm PART II AND III Preliminary Offering Circular dated June 22, 2022 An offering statement pursuant to Regulation A relating to these securities has been filed with the United States Securities and Exchange Commission (the “SEC”). Information contained in this preliminary offering circular is subject to completion or amendment. These securities may not be sol |
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| June 23, 2022 |
Exhibit 12.1 100 Light Street Baltimore, Maryland 21202 phone: 410-685-1120 fax: 410-547-0699 www.bakerdonelson.com June 22, 2022 Community Heritage Financial, Inc. P.O. Box 75 Middletown, Maryland 21769 Re: Offering Statement on Form 1-A Ladies and Gentlemen: We have acted as counsel to Community Heritage Financial, Inc., a Maryland corporation (the ?Company?), in connection with the Company?s Of |
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| June 23, 2022 |
Consent of Independent Auditor Exhibit 11.1 Consent of Independent Auditor We consent to the use in this Offering Statement on Form 1-A of our report dated March 24, 2022 relating to the consolidated financial statements of Community Heritage Financial, Inc. and its subsidiaries as of and for the years ended December 31, 2021 and 2020, appearing in the Offering Circular, which is part of this Offering Statement. We also consent |
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| May 10, 2022 |
EX1A-3 HLDRS RTS 18 filename18.htm Exhibit 6.13 Lease agreement By and between FORDHAM HOLDINGS, LLC, as Landlord AND MILLENNIUM FINANCIAL GROUP, INC., as Tenant PREMISES ADDRESS: 8803 National Pike Middletown, MD. 21769 LEASE AGREEMENT THIS LEASE AGREEMENT (this “Lease”) is entered into as of the 1st day of February 2019 by and between FORDHAM HOLDINGS, LLC, a Maryland limited liability company ( |
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| May 10, 2022 |
ADD EXHB 5 filename5.htm Exhibit 3.1 The following abbreviations, when used in the inscription on the face of this certificate, shall be construed as though they were written out in full according to applicable laws or regulations: TEN COM — as tenants in common UNIF GIFT MIN ACT — Custodian TEN ENT — as tenants by the entireties (Cust) (Minor) JT TEN — as joint tenants with right of under Uniform |
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| May 10, 2022 |
Exhibit 2.2 BYLAWS OF COMMUNITY HERITAGE FINANCIAL, INC. ARTICLE I MEETINGS OF STOCKHOLDERS Section 1. Place of Meeting. All meetings of the stockholders of Community Heritage Financial, Inc. (the “Corporation”) shall be held at the principal office or place of business of the Corporation or at such other suitable place within the United States as may from time to time be determined by the Board o |
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| May 10, 2022 |
Exhibit 6.1 EMPLOYMENT AGREEMENT THIS EMPLOYMENT AGREEMENT (the “Agreement”) dated August 27th, 2021 effective as of November 1, 2020, by and between Middletown Valley Bank (the “Bank” or “Employer”), a Maryland-chartered commercial bank, and Robert E. Goetz, Jr., a resident of the State of Maryland (the “Employee”). RECITALS: Employee currently serves as President and Chief Executive Officer of E |
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| May 10, 2022 |
EX1A-3 HLDRS RTS 20 filename20.htm Exhibit 6.15 SECURITIES PURCHASE AGREEMENT This Securities Purchase Agreement (this “Agreement”) is entered into as of November 27, 2018, by and between Community Heritage Financial, Inc., a Maryland corporation and a bank holding company (the “Purchaser”), and William H. Poffenbarger, Jr. (the “Seller”). Capitalized terms used but not otherwise defined herein sh |
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| May 10, 2022 |
Exhibit 6.10 COMMUNITY HERITAGE FINANCIAL, INC. 2020 EQUITY INCENTIVE PLAN RESTRICTED STOCK UNIT AWARD AGREEMENT PARTICPANT: [Insert Name] AWARD NO. [Insert Award No.] DATE OF GRANT: [Insert Date] NUMBER OF UNITS: [Insert Number of Shares] THIS RESTRICTED STOCK UNIT AWARD AGREEMENT (this ?Agreement?) is made effective as of the Date of Grant by and between Community Heritage Financial, Inc., a Mar |
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| May 10, 2022 |
EX1A-3 HLDRS RTS 22 filename22.htm Exhibit 7.1 AGREEMENT AND PLAN OF REORGANIZATION THIS AGREEMENT AND PLAN OF REORGANIZATION (this “Plan of Reorganization”) is dated as of August 23, 2018 by and between MIDDLETOWN VALLEY BANK, a Maryland state-chartered commercial bank (the “Bank”), and COMMUNITY HERITAGE FINANCIAL, INC., a Maryland corporation (the “Holding Company”). Recitals A. The Holding Com |
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| May 10, 2022 |
EX1A-2A CHARTER 7 filename7.htm Exhibit 6.2 EMPLOYMENT AGREEMENT THIS EMPLOYMENT AGREEMENT (the “Agreement”) is effective as of this 1st day of February 2019, by and between Millenium Financial Group, Inc. (the “Employer”), a Maryland corporation, and William Hunt Poffenbarger, Jr., a resident of the State of Maryland (the “Employee”). RECITALS: Employee currently serves as President of Employer; |
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| May 10, 2022 |
Exhibit 6.14 Lease agreement By and between DRY DOCK PLAZA, LLC, as Landlord and MILLENNIUM FINANCIAL GROUP, INC., as Tenant and MIDDLETOWN VALLEY BANK, as Sub-Tenant Premises address: 19509 Garrett Highway, Suite 6 Oakland, MD. 21550 LEASE AGREEMENT THIS LEASE AGREEMENT (this “Lease”) is entered into as of the 1sth day of July 2020 by and between DRY DOCK PLAZA, LLC, a Maryland limited liability |
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| May 10, 2022 |
Exhibit 6.7 MIDDLETOWN VALLEY BANK SUPPLEMENTAL EXECUTIVE RETIREMENT PLAN AGREEMENT J. MICHAEL HILL THIS AGREEMENT (?Agreement?), is dated this 2nd day of March, 2012 and is made effective as of the 3rd day of January, 2012 (the ?Effective Date?), by and between Middletown Valley Bank (the ?Bank?), a Maryland state-chartered bank located in Middletown, Maryland and J. MICHAEL HILL (the ?Executive? |
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| May 10, 2022 |
EX1A-3 HLDRS RTS 11 filename11.htm Exhibit 6.6 MIDDLETOWN VALLEY BANK AMENDMENT TO SUPPLEMENTAL EXECUTIVE RETIREMENT PLAN AGREEMENT THIS AMENDMENT TO SUPPLEMENTAL EXECUTIVE RETIREMENT PLAN AGREEMENT (the “Amendment”) is made this 18th day of May 2018 (the “Effective Date”), by and between Middletown Valley Bank (the “Bank”), a Maryland state-chartered bank and Robert E. Goetz (the “Executive”). RE |
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| May 10, 2022 |
EX1A-3 HLDRS RTS 8 filename8.htm Exhibit 6.3 EMPLOYMENT AGREEMENT THIS EMPLOYMENT AGREEMENT (the “Agreement”) dated August 27th, 2021 is effective as of November 1, 2020, by and between Middletown Valley Bank (the “Bank” or “Employer”), a Maryland-chartered commercial bank, and J. Michael Hill, a resident of the State of Maryland (the “Employee”). RECITALS: Employee currently serves as Executive V |
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| May 10, 2022 |
EX1A-2A CHARTER 3 filename3.htm Exhibit 2.1 ARTICLES OF AMENDMENT AND RESTATEMENT OF THE ARTICLES OF INCORPORATION OF COMMUNITY HERITAGE FINANCIAL, INC. The undersigned, being authorized to execute and file these Articles of Amendment and Restatement of the Articles of Incorporation (“Articles of Amendment and Restatement”) of Community Heritage Financial, Inc., a Maryland Corporation (“Corporatio |
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| May 10, 2022 |
EX1A-3 HLDRS RTS 23 filename23.htm Exhibit 7.2 AMENDMENT TO AGREEMENT AND PLAN OF REORGANIZATION By and between MIDDLETOWN VALLEY BANK And COMMUNITY HERITAGE FINANCIAL, INC. This Amendment to Agreement and Plan of Reorganization (“Amendment”) is made as of this 19th day of October, 2018, by and between Middletown Valley Bank, a Maryland state-chartered commercial bank (the “Bank”), and Community H |
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| May 10, 2022 |
EX1A-3 HLDRS RTS 21 filename21.htm Exhibit 6.16 FIRST AMENDMENT TO THE SECURITIES PURCHASE AGREEMENT by and between COMMUNITY HERITAGE FINANCIAL, INC. and WILLIAM H. POFFENBARGER, JR. This First Amendment to the Securities Purchase Agreement (“Amendment”) is made as of this 1st day of February, 2019, by and between Community Heritage Financial, Inc., a Maryland corporation (the “Purchaser”), and W |
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| May 10, 2022 |
EX1A-3 HLDRS RTS 16 filename16.htm Exhibit 6.11 Community Heritage Financial 401(k) Plan Original Plan Document PPA Compliant Document Format Table of Contents Article 1 - 1 - Definitions - 1 - 1.1 ACP Safe Harbor Matching Contribution - 1 - 1.2 ACP Safe Harbor Matching Contribution Account - 1 - 1.3 ACP Test - 1 - 1.4 Actual Deferral Percentage - 1 - 1.5 Administrator - 1 - 1.6 Adopting Employer |
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| May 10, 2022 |
Exhibit 6.9 COMMUNITY HERITAGE FINANCIAL, INC. 2020 EQUITY INCENTIVE PLAN 1. Establishment, Purpose and Types of Awards. Community Heritage Financial, Inc. (the “Company”), the parent holding company of Middletown Valley Bank (the “Bank”), hereby establishes the COMMUNITY HERITAGE FINANCIAL, INC. 2020 EQUITY INCENTIVE PLAN (the “Plan”). The purpose of the Plan is to advance the interests of the Co |
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| May 10, 2022 |
Consent of Independent Auditor EX1A-11 CONSENT 24 filename24.htm Exhibit 11.1 Consent of Independent Auditor We have issued our report dated March 24, 2022, with respect to the consolidated financial statements of Community Heritage Financial, Inc. and its subsidiaries (the “Company”) as of and for the years ended December 31, 2021 and 2020 contained in the Company’s Offering Statement on Form 1-A. We consent to the use of the |
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| May 10, 2022 |
Exhibit 6.4 EMPLOYMENT AGREEMENT THIS EMPLOYMENT AGREEMENT (the “Agreement”) with an effective date of September 1, 2021, by and between Middletown Valley Bank (the “Bank” or “Employer”), a Maryland-chartered commercial bank, and Robert L. Wolfe, Jr., a resident of the State of Maryland (the “Employee”). RECITALS: Employee currently serves as Executive Vice President & Chief Financial Officer of E |
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| May 10, 2022 |
EX1A-3 HLDRS RTS 13 filename13.htm Exhibit 6.8 MIDDLETOWN VALLEY BANK AMENDMENT TO SUPPLEMENTAL EXECUTIVE RETIREMENT PLAN AGREEMENT THIS AMENDMENT TO SUPPLEMENTAL EXECUTIVE RETIREMENT PLAN AGREEMENT (the “Amendment”) is made this 18th day of May 2018 (the “Effective Date”), by and between Middletown Valley Bank (the “Bank”), a Maryland state-chartered bank and J. Michael Hill (the “Executive”). RE |
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| May 10, 2022 |
Preliminary Offering Circular dated May 9, 2022 An offering statement pursuant to Regulation A relating to these securities has been filed with the United States Securities and Exchange Commission (the “SEC”). |
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| May 10, 2022 |
Exhibit 6.12 MIDDLETOWN VALLEY BANK NONQUALIFIED DEFERRED COMPENSATION PLAN RECITALS This Nonqualified Deferred Compensation Plan (the ?Plan?) is adopted by Middletown Valley Bank (the ?Employer?), a Maryland banking corporation, for the benefit of the Eligible Employees of the Employer. The purpose of the Plan is to offer selected Eligible Employees who contribute significantly to the future busi |
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| May 10, 2022 |
Exhibit 6.5 MIDDLETOWN VALLEY BANK SUPPLEMENTAL EXECUTIVE RETIREMENT PLAN AGREEMENT ROBERT E. GOETZ, JR. THIS AGREEMENT (“Agreement”), is dated this 24th day of January, 2014 and is made effective as of the 8th day of January, 2014 (the “Effective Date”), by and between Middletown Valley Bank (the “Bank”), a Maryland state-chartered bank located in Middletown, Maryland and Robert E. Goetz, Jr. (th |
