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Nasdaq · USD

BHRB

Burke & Herbert Financial Services Corp.

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Tapewire entity
4722
SEC CIK
0001964333
Parsed reports
364

Last 12 months

Inside the activity.

12 purchase rows · 8 sale rows

Disclosed non-derivative P/S rows, by transaction month. Includes amendments and private transactions.
Monthly counts
MonthPurchasesSales
Nov 202500
Dec 202500
Jan 202600
Feb 202600
Mar 202600
Apr 202620
May 202641
Jun 202610
Jul 202610
Aug 202647
Sep 202600
Oct 202600

Latest available

Insider transactions

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Purchases/sales include open-market and private transactions. Plan disclosure applies to the filing; individual rows may differ. “Not disclosed” is not “unplanned.”

The cutoff filters transaction history only. Company summaries and owner relationships show the latest available disclosures. Parser corrections can improve historical records.

Transaction dateOwner / reported roleActivity / securityShares / unitsReported priceReported valueDetails
August 31, 2026 Filed Sep 29, 2026 19:01 UTC
Parikh KirtanEVP, Chief Financial Officer
GrantCommon Stock 126 $54.77 $6,901.02
Disclosure

SEC source: 0001964474-26-000004 · wk-form4_1790708460.xml · nonDerivative · entry 1

Parikh Kirtan · CIK 0001964474 · EVP, Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 6,979

F1 · kind: Shares purchased pursuant to the Burke & Herbert Financial Services Corp. 2023 Employee Stock Purchase Plan ("ESPP"), for the ESPP purchase period of March 1, 2026, through August 31, 2026. In accordance with the ESPP, these shares were purchased at a price equal to 85% of the closing price of the issuer's common stock on February 27, 2026, which was the lower of the closing price on the (i) start date or (ii) the end date of the applicable purchase period. Because the start date commenced on a non-trading date, the closing price on the immediately preceding trading date was used. These shares were acquired under the ESPP in transactions exempted by Rule 16b-3(c) and Rule 16b-3(d).

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August 31, 2026 Filed Sep 29, 2026 19:00 UTC
Hintelmann Robert Victor Jr.Chief Credit Officer
GrantCommon Stock 76 $54.77 $4,162.52
Disclosure

SEC source: 0002060508-26-000012 · wk-form4_1790708449.xml · nonDerivative · entry 1

Hintelmann Robert Victor Jr. · CIK 0002060508 · Chief Credit Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 8,550

F1 · kind: Shares purchased pursuant to the Burke & Herbert Financial Services Corp. 2023 Employee Stock Purchase Plan ("ESPP"), for the ESPP purchase period of March 1, 2026, through August 31, 2026. In accordance with the ESPP, these shares were purchased at a price equal to 85% of the closing price of the issuer's common stock on February 27, 2026, which was the lower of the closing price on the (i) start date or (ii) the end date of the applicable purchase period. Because the start date commenced on a non-trading date, the closing price on the immediately preceding trading date was used. These shares were acquired under the ESPP in transactions exempted by Rule 16b-3(c) and Rule 16b-3(d).

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August 31, 2026 Filed Sep 29, 2026 19:00 UTC
Kimlel Lauren N.EVP, Retail Banking
GrantCommon Stock 134 $54.77 $7,339.18
Disclosure

SEC source: 0001970590-26-000010 · wk-form4_1790708455.xml · nonDerivative · entry 1

Kimlel Lauren N. · CIK 0001970590 · EVP, Retail Banking

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 3,713

F1 · kind: Shares purchased pursuant to the Burke & Herbert Financial Services Corp. 2023 Employee Stock Purchase Plan ("ESPP"), for the ESPP purchase period of March 1, 2026, through August 31, 2026. In accordance with the ESPP, these shares were purchased at a price equal to 85% of the closing price of the issuer's common stock on February 27, 2026, which was the lower of the closing price on the (i) start date or (ii) the end date of the applicable purchase period. Because the start date commenced on a non-trading date, the closing price on the immediately preceding trading date was used. These shares were acquired under the ESPP in transactions exempted by Rule 16b-3(c) and Rule 16b-3(d).

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August 31, 2026 Filed Sep 29, 2026 19:00 UTC
Huffman Patrick KipSVP, Chief Accounting Officer
GrantCommon Stock 111 $54.77 $6,079.47
Disclosure

SEC source: 0002065589-26-000012 · wk-form4_1790708438.xml · nonDerivative · entry 1

Huffman Patrick Kip · CIK 0002065589 · SVP, Chief Accounting Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 2,665

F1 · kind: Shares purchased pursuant to the Burke & Herbert Financial Services Corp. 2023 Employee Stock Purchase Plan ("ESPP"), for the ESPP purchase period of March 1, 2026, through August 31, 2026. In accordance with the ESPP, these shares were purchased at a price equal to 85% of the closing price of the issuer's common stock on February 27, 2026, which was the lower of the closing price on the (i) start date or (ii) the end date of the applicable purchase period. Because the start date commenced on a non-trading date, the closing price on the immediately preceding trading date was used. These shares were acquired under the ESPP in transactions exempted by Rule 16b-3(c) and Rule 16b-3(d).

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August 31, 2026 Filed Sep 29, 2026 19:00 UTC
Rowan Shannon BarrowEVP, Wealth Services
GrantCommon Stock 63 $54.77 $3,450.51
Disclosure

SEC source: 0001964490-26-000012 · wk-form4_1790708443.xml · nonDerivative · entry 1

Rowan Shannon Barrow · CIK 0001964490 · EVP, Wealth Services

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 4,975

F1 · kind: Shares purchased pursuant to the Burke & Herbert Financial Services Corp. 2023 Employee Stock Purchase Plan ("ESPP"), for the ESPP purchase period of March 1, 2026, through August 31, 2026. In accordance with the ESPP, these shares were purchased at a price equal to 85% of the closing price of the issuer's common stock on February 27, 2026, which was the lower of the closing price on the (i) start date or (ii) the end date of the applicable purchase period. Because the start date commenced on a non-trading date, the closing price on the immediately preceding trading date was used. These shares were acquired under the ESPP in transactions exempted by Rule 16b-3(c) and Rule 16b-3(d).

Read SEC document
August 31, 2026 Filed Sep 29, 2026 19:00 UTC
Schmidt Jennifer PalmerEVP, Chief Risk Officer
GrantCommon Stock 160 $54.77 $8,763.20
Disclosure

SEC source: 0001964500-26-000010 · wk-form4_1790708430.xml · nonDerivative · entry 1

Schmidt Jennifer Palmer · CIK 0001964500 · EVP, Chief Risk Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 4,592

F1 · kind: Shares purchased pursuant to the Burke & Herbert Financial Services Corp. 2023 Employee Stock Purchase Plan ("ESPP"), for the ESPP purchase period of March 1, 2026, through August 31, 2026. In accordance with the ESPP, these shares were purchased at a price equal to 85% of the closing price of the issuer's common stock on February 27, 2026, which was the lower of the closing price on the (i) start date or (ii) the end date of the applicable purchase period. Because the start date commenced on a non-trading date, the closing price on the immediately preceding trading date was used. These shares were acquired under the ESPP in transactions exempted by Rule 16b-3(c) and Rule 16b-3(d).

Read SEC document
August 21, 2026 Filed Aug 21, 2026 18:56 UTC OtherCommon Stock 9,858 $0.00 $0.00
Disclosure

SEC source: 0001486521-26-000009 · wk-form4_1787338567.xml · nonDerivative · entry 1

George Georgette R. · CIK 0001486521 · Director

10b5-1 filing: No plan indicated

Ownership: Indirect · By Spouse

Disclosed balance after: 9,858

Read SEC document
August 20, 2026 Filed Aug 20, 2026 17:21 UTC
WILSON DAVIDDirector
PurchaseCommon Stock 35 $70.57 $2,470.04
Disclosure

SEC source: 0001208842-26-000012 · wk-form4_1787246472.xml · nonDerivative · entry 1

WILSON DAVID · CIK 0001208842 · Director

10b5-1 filing: No plan indicated

Ownership: Indirect · As Custodian for Leo McCraken under UGMA

Disclosed balance after: 435

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August 14, 2026 Filed Aug 18, 2026 19:08 UTC SaleCommon Stock 2,887 $72.82 $210,231.34
Disclosure

SEC source: 0001400427-26-000009 · wk-form4_1787080091.xml · nonDerivative · entry 2

Geary James P II · CIK 0001400427 · Director

10b5-1 filing: No plan indicated

Ownership: Indirect · JPG Trust

Disclosed balance after: 9,457

Read SEC document
August 14, 2026 Filed Aug 18, 2026 19:08 UTC SaleCommon Stock 263 $72.91 $19,175.33
Disclosure

SEC source: 0001400427-26-000009 · wk-form4_1787080091.xml · nonDerivative · entry 1

Geary James P II · CIK 0001400427 · Director

10b5-1 filing: No plan indicated

Ownership: Indirect · JPG Trust

Disclosed balance after: 12,344

Read SEC document
August 12, 2026 Filed Aug 14, 2026 12:33 UTC PurchaseCommon Stock 1,200 $73.67 $88,398.12
Disclosure

SEC source: 0001945031-26-000013 · wk-form4_1786710831.xml · nonDerivative · entry 1

Poillon Diane · CIK 0001945031 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 4,128

Read SEC document
August 11, 2026 Filed Aug 12, 2026 17:30 UTC SaleCommon Stock 1,500 $73.03 $109,537.50
Disclosure

SEC source: 0001964477-26-000006 · wk-form4_1786555803.xml · nonDerivative · entry 1

Burke James Mason · CIK 0001964477 · Director

10b5-1 filing: No plan indicated

Ownership: Indirect · As co-Trustee for The Burke Living Trust

Disclosed balance after: 258,480

Read SEC document
August 06, 2026 Filed Aug 6, 2026 19:27 UTC PurchaseCommon Stock 1,000 $73.25 $73,250.00
Disclosure

SEC source: 0001964493-26-000008 · wk-form4_1786044453.xml · nonDerivative · entry 1

McLaughlin Shawn Patrick · CIK 0001964493 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 71,000

Read SEC document
August 04, 2026 Filed Aug 4, 2026 17:30 UTC
WILSON DAVIDDirector
PurchaseCommon Stock 34 $73.69 $2,505.39
Disclosure

SEC source: 0001208842-26-000010 · wk-form4_1785864605.xml · nonDerivative · entry 1

WILSON DAVID · CIK 0001208842 · Director

10b5-1 filing: No plan indicated

Ownership: Indirect · As Custodian for Miles Holland under UGMA

Disclosed balance after: 232

Read SEC document
August 04, 2026 Filed Aug 4, 2026 17:28 UTC OtherCommon Stock 91,361 $0.00 $0.00
Disclosure

SEC source: 0001964518-26-000011 · wk-form4_1785864520.xml · nonDerivative · entry 2

Barnwell Julian Forrest Jr. · CIK 0001964518 · Director

10b5-1 filing: No plan indicated

Ownership: Indirect · Trustee for J F Barnwell, Jr. Revocable Trust

Disclosed balance after: 91,361

F1 · shares: On August 4, 2026, the Reporting Person transferred 91,361 shares of BHRB common stock from the Barnwell Charitable Lead Trust to the J F Barnwell, Jr. Revocable Trust for no consideration.

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August 04, 2026 Filed Aug 4, 2026 17:28 UTC OtherCommon Stock 91,361 $0.00 $0.00
Disclosure

SEC source: 0001964518-26-000011 · wk-form4_1785864520.xml · nonDerivative · entry 1

Barnwell Julian Forrest Jr. · CIK 0001964518 · Director

10b5-1 filing: No plan indicated

Ownership: Indirect · Trustee for Barnwell Charitable Lead Trust

Disclosed balance after: 0

F1 · shares: On August 4, 2026, the Reporting Person transferred 91,361 shares of BHRB common stock from the Barnwell Charitable Lead Trust to the J F Barnwell, Jr. Revocable Trust for no consideration.

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August 03, 2026 Filed Aug 4, 2026 17:34 UTC SaleCommon Stock 1,000 $73.67 $73,667.60
Disclosure

SEC source: 0001486521-26-000007 · wk-form4_1785864848.xml · nonDerivative · entry 1

George Georgette R. · CIK 0001486521 · Director

10b5-1 filing: No plan indicated

Ownership: Indirect · LeRoy M. Rashid 1996 Irrevocable Trust Family Fund

Disclosed balance after: 38,321

Read SEC document
August 03, 2026 Filed Aug 5, 2026 21:17 UTC SaleCommon Stock 3,150 $73.93 $232,879.50
Disclosure

SEC source: 0001400427-26-000005 · wk-form4_1785964641.xml · nonDerivative · entry 1

Geary James P II · CIK 0001400427 · Director

10b5-1 filing: No plan indicated

Ownership: Indirect · JPG Trust

Disclosed balance after: 9,457

F1 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $73.88 to $74.05, inclusive. The reporting person undertakes to provide to the issuer, any security holder of the issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares purchased at each separate price within the ranges set forth in this footnote.

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August 03, 2026 Filed Aug 5, 2026 21:16 UTC SaleCommon Stock 1,000 $73.65 $73,654.70
Disclosure

SEC source: 0001964513-26-000004 · wk-form4_1785964605.xml · nonDerivative · entry 1

Bonnafe Katherine Diane · CIK 0001964513 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 8,200

Read SEC document
August 03, 2026 Filed Aug 18, 2026 19:05 UTC Amendment SaleCommon Stock 0 $73.93 $0.00
Disclosure

SEC source: 0001400427-26-000007 · wk-form4a_1787079899.xml · nonDerivative · entry 1

Geary James P II · CIK 0001400427 · Director

10b5-1 filing: No plan indicated

Ownership: Indirect · JPG Trust

Disclosed balance after: 12,607

F1 · shares: The sale of 3,150 shares reported on the original Form 4 filed on August 5, 2026 did not settle and was cancelled in its entirety. Accordingly, no disposition of shares occurred pursuant to the reported transaction. This Form 4/A amends the original Form 4 solely to correct the reported disposition and the reporting person's post-transaction beneficial ownership.

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July 31, 2026 Filed Aug 4, 2026 12:39 UTC
WILSON DAVIDDirector
GiftCommon Stock 100 $0.00 $0.00
Disclosure

SEC source: 0001208842-26-000008 · wk-form4_1785847151.xml · nonDerivative · entry 2

WILSON DAVID · CIK 0001208842 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 23,348

F1 · shares: Represents a bona fide gift of 100 shares of Common Stock to a non-family member on July 31, 2026. The reporting person disclaims beneficial ownership of the gifted shares.

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July 31, 2026 Filed Aug 4, 2026 12:39 UTC
WILSON DAVIDDirector
PurchaseCommon Stock 100 $73.68 $7,368.00
Disclosure

SEC source: 0001208842-26-000008 · wk-form4_1785847151.xml · nonDerivative · entry 1

WILSON DAVID · CIK 0001208842 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 23,448

Read SEC document
July 30, 2026 Filed Aug 3, 2026 16:29 UTC
TISSUE ROBERT SEVP, Balance Sheet Strategy
Exercise / conversionStock Settled Appreciation Rights · Derivative 8,436 $0.00 Strike: $52.29 $0.00
Disclosure

SEC source: 0001186836-26-000011 · wk-form4_1785774589.xml · derivative · entry 6

TISSUE ROBERT S · CIK 0001186836 · EVP, Balance Sheet Strategy

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 8,436 shares

Expires 2033-02-09

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

Read SEC document
July 30, 2026 Filed Aug 3, 2026 16:29 UTC
TISSUE ROBERT SEVP, Balance Sheet Strategy
Exercise / conversionStock Settled Appreciation Rights · Derivative 8,684 $0.00 Strike: $43.33 $0.00
Disclosure

SEC source: 0001186836-26-000011 · wk-form4_1785774589.xml · derivative · entry 5

TISSUE ROBERT S · CIK 0001186836 · EVP, Balance Sheet Strategy

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 8,684 shares

Expires 2031-07-15

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

Read SEC document
July 30, 2026 Filed Aug 3, 2026 16:29 UTC
TISSUE ROBERT SEVP, Balance Sheet Strategy
Tax withholdingCommon Stock 12,914 $73.63 $950,857.82
Disclosure

SEC source: 0001186836-26-000011 · wk-form4_1785774589.xml · nonDerivative · entry 3

TISSUE ROBERT S · CIK 0001186836 · EVP, Balance Sheet Strategy

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 58,064

Read SEC document
July 30, 2026 Filed Aug 3, 2026 16:29 UTC
TISSUE ROBERT SEVP, Balance Sheet Strategy
Exercise / conversionCommon Stock 8,436 $52.29 $441,118.44
Disclosure

SEC source: 0001186836-26-000011 · wk-form4_1785774589.xml · nonDerivative · entry 2

TISSUE ROBERT S · CIK 0001186836 · EVP, Balance Sheet Strategy

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 70,978

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

Read SEC document
July 30, 2026 Filed Aug 3, 2026 16:29 UTC
TISSUE ROBERT SEVP, Balance Sheet Strategy
Exercise / conversionCommon Stock 8,684 $43.33 $376,277.72
Disclosure

SEC source: 0001186836-26-000011 · wk-form4_1785774589.xml · nonDerivative · entry 1

TISSUE ROBERT S · CIK 0001186836 · EVP, Balance Sheet Strategy

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 62,542

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

Read SEC document
July 29, 2026 Filed Jul 30, 2026 20:09 UTC
Freeman Danyl RChief Human Resources Officer
Exercise / conversionStock Settled Appreciation Rights · Derivative 2,836 $0.00 Strike: $43.33 $0.00
Disclosure

SEC source: 0001864438-26-000008 · wk-form4_1785442182.xml · derivative · entry 4

Freeman Danyl R · CIK 0001864438 · Chief Human Resources Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 2,836 shares

Expires 2031-07-15

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

Read SEC document
July 29, 2026 Filed Jul 30, 2026 20:09 UTC
Freeman Danyl RChief Human Resources Officer
Tax withholdingCommon Stock 2,002 $74.08 $148,308.16
Disclosure

SEC source: 0001864438-26-000008 · wk-form4_1785442182.xml · nonDerivative · entry 2

Freeman Danyl R · CIK 0001864438 · Chief Human Resources Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 4,685

Read SEC document
July 29, 2026 Filed Jul 30, 2026 20:09 UTC
Freeman Danyl RChief Human Resources Officer
Exercise / conversionCommon Stock 2,836 $43.33 $122,883.88
Disclosure

SEC source: 0001864438-26-000008 · wk-form4_1785442182.xml · nonDerivative · entry 1

Freeman Danyl R · CIK 0001864438 · Chief Human Resources Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 6,687

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

Read SEC document
July 29, 2026 Filed Aug 12, 2026 17:33 UTC Amendment
Freeman Danyl RChief Human Resources Officer
Tax withholdingCommon Stock 2,003 $74.08 $148,382.24
Disclosure

SEC source: 0001864438-26-000010 · wk-form4a_1786556008.xml · nonDerivative · entry 1

Freeman Danyl R · CIK 0001864438 · Chief Human Resources Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 4,684

F1 · shares: This Form 4/A is being filed to amend the Form 4 filed on July 30, 2026 to correct the number of shares of Common Stock issued upon settlement of stock-settled SARs exercised on July 29, 2026. The original filing used an estimated tax withholding amount to calculate the number of shares deliverable upon settlement; following final calculation of taxes on the exercise date, the number of shares withheld was adjusted from 2,002 shares to 2,003 shares. This amendment restates the affected line item in Table I accordingly.

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July 28, 2026 Filed Jul 29, 2026 09:08 UTC
BOYLE DAVID PDirector · Chair & CEO
GiftCommon Stock 1,752 $0.00 $0.00
Disclosure

SEC source: 0001202722-26-000010 · wk-form4_1785330499.xml · nonDerivative · entry 1

BOYLE DAVID P · CIK 0001202722 · Director · Chair & CEO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 65,184

F1 · shares: Represents a bona fide gift made by the Reporting Person to a charitable donor-advised fund

Read SEC document
July 17, 2026 Filed Jul 20, 2026 19:50 UTC
TISSUE ROBERT SEVP, Financial Strategy
Exercise / conversionStock Settled Appreciation Rights · Derivative 4,110 $0.00 Strike: $51.58 $0.00
Disclosure

SEC source: 0001186836-26-000008 · wk-form4_1784577022.xml · derivative · entry 6

TISSUE ROBERT S · CIK 0001186836 · EVP, Financial Strategy

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 4,110 shares

Expires 2027-02-09

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

Read SEC document
July 17, 2026 Filed Jul 20, 2026 19:50 UTC
TISSUE ROBERT SEVP, Financial Strategy
Exercise / conversionStock Settled Appreciation Rights · Derivative 8,599 $0.00 Strike: $47.47 $0.00
Disclosure

SEC source: 0001186836-26-000008 · wk-form4_1784577022.xml · derivative · entry 5

TISSUE ROBERT S · CIK 0001186836 · EVP, Financial Strategy

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 8,599 shares

Expires 2029-02-07

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

Read SEC document
July 17, 2026 Filed Jul 20, 2026 19:50 UTC
TISSUE ROBERT SEVP, Financial Strategy
Tax withholdingCommon Stock 9,777 $72.85 $712,254.45
Disclosure

SEC source: 0001186836-26-000008 · wk-form4_1784577022.xml · nonDerivative · entry 3

TISSUE ROBERT S · CIK 0001186836 · EVP, Financial Strategy

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 53,858

Read SEC document
July 17, 2026 Filed Jul 20, 2026 19:50 UTC
TISSUE ROBERT SEVP, Financial Strategy
Exercise / conversionCommon Stock 4,110 $51.58 $211,993.80
Disclosure

SEC source: 0001186836-26-000008 · wk-form4_1784577022.xml · nonDerivative · entry 2

TISSUE ROBERT S · CIK 0001186836 · EVP, Financial Strategy

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 63,635

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

Read SEC document
July 17, 2026 Filed Jul 20, 2026 19:50 UTC
TISSUE ROBERT SEVP, Financial Strategy
Exercise / conversionCommon Stock 8,599 $47.47 $408,194.53
Disclosure

SEC source: 0001186836-26-000008 · wk-form4_1784577022.xml · nonDerivative · entry 1

TISSUE ROBERT S · CIK 0001186836 · EVP, Financial Strategy

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 59,525

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

Read SEC document
July 16, 2026 Filed Jul 20, 2026 18:01 UTC
Ritchie Bradford EEVP, Chief Lending Officer
Exercise / conversionStock Settled Appreciation Rights · Derivative 2,749 $0.00 Strike: $51.58 $0.00
Disclosure

SEC source: 0001538429-26-000008 · wk-form4_1784570514.xml · derivative · entry 3

Ritchie Bradford E · CIK 0001538429 · EVP, Chief Lending Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 2,749 shares

Expires 2027-02-09

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

Read SEC document
July 16, 2026 Filed Jul 20, 2026 18:01 UTC
Ritchie Bradford EEVP, Chief Lending Officer
Tax withholdingCommon Stock 2,222 $70.76 $157,228.72
Disclosure

SEC source: 0001538429-26-000008 · wk-form4_1784570514.xml · nonDerivative · entry 2

Ritchie Bradford E · CIK 0001538429 · EVP, Chief Lending Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 23,605

Read SEC document
July 16, 2026 Filed Jul 20, 2026 18:01 UTC
Ritchie Bradford EEVP, Chief Lending Officer
Exercise / conversionCommon Stock 2,749 $51.58 $141,793.42
Disclosure

SEC source: 0001538429-26-000008 · wk-form4_1784570514.xml · nonDerivative · entry 1

Ritchie Bradford E · CIK 0001538429 · EVP, Chief Lending Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 25,827

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

Read SEC document
July 01, 2026 Filed Jul 2, 2026 13:06 UTC
Zirk Angela REVP, Chief Experience Officer
Exercise / conversionStock Settled Appreciation Rights · Derivative 1,468 $0.00 Strike: $43.33 $0.00
Disclosure

SEC source: 0001971310-26-000008 · wk-form4_1782997597.xml · derivative · entry 4

Zirk Angela R · CIK 0001971310 · EVP, Chief Experience Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 1,101

Underlying: Common Stock · 1,468 shares

Expires 2031-07-15

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

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July 01, 2026 Filed Jul 2, 2026 13:06 UTC
Zirk Angela REVP, Chief Experience Officer
Tax withholdingCommon Stock 1,051 $72.79 $76,497.14
Disclosure

SEC source: 0001971310-26-000008 · wk-form4_1782997597.xml · nonDerivative · entry 2

Zirk Angela R · CIK 0001971310 · EVP, Chief Experience Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 3,287

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July 01, 2026 Filed Jul 2, 2026 13:06 UTC
Zirk Angela REVP, Chief Experience Officer
Exercise / conversionCommon Stock 1,468 $43.33 $63,608.44
Disclosure

SEC source: 0001971310-26-000008 · wk-form4_1782997597.xml · nonDerivative · entry 1

Zirk Angela R · CIK 0001971310 · EVP, Chief Experience Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 4,338

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

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June 29, 2026 Filed Jun 30, 2026 15:20 UTC
MADDY H CHARLES IIIDirector · President
Exercise / conversionStock Settled Appreciation Rights · Derivative 14,823 $0.00 Strike: $52.29 $0.00
Disclosure

SEC source: 0001186827-26-000010 · wk-form4_1782832813.xml · derivative · entry 7

MADDY H CHARLES III · CIK 0001186827 · Director · President

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 14,823 shares

Expires 2033-02-09

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

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June 29, 2026 Filed Jun 30, 2026 15:20 UTC
MADDY H CHARLES IIIDirector · President
Exercise / conversionStock Settled Appreciation Rights · Derivative 7,901 $0.00 Strike: $51.58 $0.00
Disclosure

SEC source: 0001186827-26-000010 · wk-form4_1782832813.xml · derivative · entry 6

MADDY H CHARLES III · CIK 0001186827 · Director · President

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 7,901 shares

Expires 2027-02-09

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

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June 29, 2026 Filed Jun 30, 2026 15:20 UTC
MADDY H CHARLES IIIDirector · President
Tax withholdingCommon Stock 18,354 $71.44 $1,311,209.76
Disclosure

SEC source: 0001186827-26-000010 · wk-form4_1782832813.xml · nonDerivative · entry 3

MADDY H CHARLES III · CIK 0001186827 · Director · President

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 51,012

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June 29, 2026 Filed Jun 30, 2026 15:20 UTC
MADDY H CHARLES IIIDirector · President
Exercise / conversionCommon Stock 14,823 $52.29 $775,094.67
Disclosure

SEC source: 0001186827-26-000010 · wk-form4_1782832813.xml · nonDerivative · entry 2

MADDY H CHARLES III · CIK 0001186827 · Director · President

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 69,366

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

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June 29, 2026 Filed Jun 30, 2026 15:20 UTC
MADDY H CHARLES IIIDirector · President
Exercise / conversionCommon Stock 7,901 $51.58 $407,533.58
Disclosure

SEC source: 0001186827-26-000010 · wk-form4_1782832813.xml · nonDerivative · entry 1

MADDY H CHARLES III · CIK 0001186827 · Director · President

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 54,543

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

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June 29, 2026 Filed Aug 12, 2026 17:33 UTC Amendment
MADDY H CHARLES IIIDirector · President
Tax withholdingCommon Stock 18,521 $71.34 $1,321,288.14
Disclosure

SEC source: 0001186827-26-000013 · wk-form4a_1786555997.xml · nonDerivative · entry 1

MADDY H CHARLES III · CIK 0001186827 · Director · President

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 50,845

F1 · shares: This Form 4/A is being filed to amend the Form 4 filed on June 30, 2026 to correct the number of shares of Common Stock issued upon settlement of stock-settled SARs exercised on June 29, 2026. The original filing used an estimated fair market value to calculate the number of shares deliverable upon settlement; following final calculation of the fair market value on the exercise date, the number of shares issued was adjusted from 4,370 shares to 4,203 shares. This amendment restates the affected line item in Table I accordingly.

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June 25, 2026 Filed Jun 29, 2026 13:07 UTC
MADDY H CHARLES IIIDirector · President
Exercise / conversionStock Settled Appreciation Rights · Derivative 15,934 $0.00 Strike: $47.47 $0.00
Disclosure

SEC source: 0001186827-26-000008 · wk-form4_1782738419.xml · derivative · entry 5

MADDY H CHARLES III · CIK 0001186827 · Director · President

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 15,934 shares

Expires 2029-02-07

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

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Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.