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
| Month | Purchases | Sales |
|---|---|---|
| Nov 2025 | 0 | 0 |
| Dec 2025 | 0 | 0 |
| Jan 2026 | 0 | 0 |
| Feb 2026 | 0 | 0 |
| Mar 2026 | 0 | 0 |
| Apr 2026 | 2 | 0 |
| May 2026 | 4 | 1 |
| Jun 2026 | 1 | 0 |
| Jul 2026 | 1 | 0 |
| Aug 2026 | 4 | 7 |
| Sep 2026 | 0 | 0 |
| Oct 2026 | 0 | 0 |
Latest available
Insider transactions
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 date | Owner / reported role | Activity / security | Shares / units | Reported price | Reported value | Details |
|---|---|---|---|---|---|---|
| February 29, 2024 Filed Mar 4, 2024 14:23 UTC |
Schmidt Jennifer PalmerEVP, Enterprise Risk
|
GrantCommon Stock | 264 | $43.11 | $11,381.57 |
DisclosureSEC source: 0001964333-24-000066 · wk-form4_1709562224.xml · nonDerivative · entry 1 Schmidt Jennifer Palmer · CIK 0001964500 · EVP, Enterprise Risk 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 264 F1 · kind: Shares purchased pursuant to the Burke & Herbert Financial Services Corp. 2023 Employee Stock Purchase Plan ("ESPP"), for the ESPP purchase period of September 1, 2023, through February 29, 2024. 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 September 1, 2023, which was the lower end of day closing price of either the start date or end date of the applicable purchase period. Read SEC document |
| February 29, 2024 Filed Mar 4, 2024 14:24 UTC |
Collum Joseph FryeExecutive Vice President
|
GrantCommon Stock | 35 | $43.11 | $1,508.92 |
DisclosureSEC source: 0001964333-24-000068 · wk-form4_1709562245.xml · nonDerivative · entry 1 Collum Joseph Frye · CIK 0001964496 · Executive Vice President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,928 F1 · kind: Shares purchased pursuant to the Burke & Herbert Financial Services Corp. 2023 Employee Stock Purchase Plan ("ESPP"), for the ESPP purchase period of September 1, 2023, through February 29, 2024. 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 September 1, 2023, which was the lower end of day closing price of either the start date or end date of the applicable purchase period. Read SEC document |
| February 29, 2024 Filed Mar 4, 2024 14:24 UTC |
Rowan Shannon BarrowEVP, Wealth Services
|
GrantCommon Stock | 75 | $43.11 | $3,233.40 |
DisclosureSEC source: 0001964333-24-000067 · wk-form4_1709562234.xml · nonDerivative · entry 1 Rowan Shannon Barrow · CIK 0001964490 · EVP, Wealth Services 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,482 F1 · kind: Shares purchased pursuant to the Burke & Herbert Financial Services Corp. 2023 Employee Stock Purchase Plan ("ESPP"), for the ESPP purchase period of September 1, 2023, through February 29, 2024. 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 September 1, 2023, which was the lower end of day closing price of either the start date or end date of the applicable purchase period. Read SEC document |
| February 29, 2024 Filed Mar 4, 2024 14:23 UTC |
Parikh KirtanSVP, Chief Accounting Officer
|
GrantCommon Stock | 61 | $43.11 | $2,629.83 |
DisclosureSEC source: 0001964333-24-000065 · wk-form4_1709562213.xml · nonDerivative · entry 1 Parikh Kirtan · CIK 0001964474 · SVP, Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 61 F1 · kind: Shares purchased pursuant to the Burke & Herbert Financial Services Corp. 2023 Employee Stock Purchase Plan ("ESPP"), for the ESPP purchase period of September 1, 2023, through February 29, 2024. 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 September 1, 2023, which was the lower end of day closing price of either the start date or end date of the applicable purchase period. Read SEC document |
| February 29, 2024 Filed Mar 13, 2024 08:54 UTC Amendment |
Smith Kendrick CookEVP, Operations
|
GrantCommon Stock | 185 | $43.11 | $7,975.72 |
DisclosureSEC source: 0001964333-24-000072 · wk-form4a_1710334458.xml · nonDerivative · entry 1 Smith Kendrick Cook · CIK 0001964517 · EVP, Operations 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 185 F1 · kind: Shares purchased pursuant to the Burke & Herbert Financial Services Corp. 2023 Employee Stock Purchase Plan ("ESPP"), for the ESPP purchase period of September 1, 2023, through February 29, 2024. 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 September 1, 2023, which was the lower end of day closing price of either the start date or end date of the applicable purchase period. F2 · balance_after: The original Form 4, filed on March 4, 2024, is being amended solely to correct a reporting error, showing beneficial ownership of 2,770 shares of common stock following the transaction, when in fact, the beneficial ownership should have been reported as 185 shares. Read SEC document |
| February 25, 2024 Filed Feb 27, 2024 14:47 UTC |
BOYLE DAVID PDirector · Chair, President, & CEO
|
Exercise / conversionRestricted Stock Units · Derivative | 3,480 | $0.00 | $0.00 |
DisclosureSEC source: 0001964333-24-000056 · wk-form4_1709045259.xml · derivative · entry 3 BOYLE DAVID P · CIK 0001202722 · Director · Chair, President, & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 3,480 shares Expires 2024-02-25 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. F1 · derivative.exercise_price: Restricted stock units convert into common stock on a one-for-one basis. F2 · derivative.exercise_date: On February 25, 2021, the reporting person was granted 3,480 restricted stock units, vesting on February 25, 2024, assuming continued service at that time. Read SEC document |
| February 25, 2024 Filed Feb 27, 2024 14:47 UTC |
BOYLE DAVID PDirector · Chair, President, & CEO
|
Tax withholdingCommon Stock | 1,085 | $54.70 | $59,349.50 |
DisclosureSEC source: 0001964333-24-000056 · wk-form4_1709045259.xml · nonDerivative · entry 2 BOYLE DAVID P · CIK 0001202722 · Director · Chair, President, & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 16,905 Read SEC document |
| February 25, 2024 Filed Feb 27, 2024 14:47 UTC |
BOYLE DAVID PDirector · Chair, President, & CEO
|
Exercise / conversionCommon Stock | 3,480 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001964333-24-000056 · wk-form4_1709045259.xml · nonDerivative · entry 1 BOYLE DAVID P · CIK 0001202722 · Director · Chair, President, & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 17,990 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. F1 · price: Restricted stock units convert into common stock on a one-for-one basis. Read SEC document |
| February 21, 2024 Filed Feb 21, 2024 16:28 UTC |
Anderson Mark GuthrieDirector
|
PurchaseCommon Stock | 2,400 | $55.35 | $132,840.00 |
DisclosureSEC source: 0001964333-24-000054 · wk-form4_1708532922.xml · nonDerivative · entry 1 Anderson Mark Guthrie · CIK 0001964482 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 11,200 Read SEC document |
| February 10, 2024 Filed Feb 14, 2024 17:42 UTC |
Welch Jeffrey A.EVP, Chief Credit Officer
|
Exercise / conversionRestricted Stock Units · Derivative | 1,480 | $0.00 | $0.00 |
DisclosureSEC source: 0001964333-24-000052 · wk-form4_1707950540.xml · derivative · entry 2 Welch Jeffrey A. · CIK 0001442271 · EVP, Chief Credit Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 1,480 shares Expires 2024-02-10 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. F1 · derivative.exercise_price: Restricted stock units converted into common stock on a one-for-one basis. F2 · derivative.exercise_date: On February 10, 2021, the reporting person was granted 1,480 restricted stock units, vesting on February 2, 2024, assuming continued service at this time. F2 · derivative.expiration_date: On February 10, 2021, the reporting person was granted 1,480 restricted stock units, vesting on February 2, 2024, assuming continued service at this time. Read SEC document |
| February 10, 2024 Filed Feb 14, 2024 17:42 UTC |
Welch Jeffrey A.EVP, Chief Credit Officer
|
Exercise / conversionCommon Stock | 1,480 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001964333-24-000052 · wk-form4_1707950540.xml · nonDerivative · entry 1 Welch Jeffrey A. · CIK 0001442271 · EVP, Chief Credit Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,520 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. F1 · price: Restricted stock units converted into common stock on a one-for-one basis. Read SEC document |
| February 10, 2024 Filed Feb 14, 2024 22:41 UTC |
Collum Joseph FryeExecutive Vice President
|
Exercise / conversionRestricted Stock Units · Derivative | 1,320 | $0.00 | $0.00 |
DisclosureSEC source: 0001964333-24-000050 · wk-form4_1707950465.xml · derivative · entry 3 Collum Joseph Frye · CIK 0001964496 · Executive Vice President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 1,320 shares Expires 2024-02-10 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. F1 · derivative.exercise_price: Restricted stock units converted into common stock on a one-for-one basis. F2 · derivative.exercise_date: On February 10, 2021, the reporting person was granted 1,320 restricted stock units, vesting on February 10, 2024, assuming continued service at this time. F2 · derivative.expiration_date: On February 10, 2021, the reporting person was granted 1,320 restricted stock units, vesting on February 10, 2024, assuming continued service at this time. Read SEC document |
| February 10, 2024 Filed Feb 14, 2024 22:41 UTC |
Collum Joseph FryeExecutive Vice President
|
Tax withholdingCommon Stock | 467 | $56.90 | $26,572.30 |
DisclosureSEC source: 0001964333-24-000050 · wk-form4_1707950465.xml · nonDerivative · entry 2 Collum Joseph Frye · CIK 0001964496 · Executive Vice President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,893 Read SEC document |
| February 10, 2024 Filed Feb 14, 2024 22:41 UTC |
Collum Joseph FryeExecutive Vice President
|
Exercise / conversionCommon Stock | 1,320 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001964333-24-000050 · wk-form4_1707950465.xml · nonDerivative · entry 1 Collum Joseph Frye · CIK 0001964496 · Executive Vice President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,360 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. F1 · price: Restricted stock units converted into common stock on a one-for-one basis. Read SEC document |
| February 10, 2024 Filed Feb 14, 2024 22:40 UTC |
Rowan Shannon BarrowEVP, Wealth Services
|
Exercise / conversionRestricted Stock Units · Derivative | 320 | $0.00 | $0.00 |
DisclosureSEC source: 0001964333-24-000048 · wk-form4_1707950383.xml · derivative · entry 3 Rowan Shannon Barrow · CIK 0001964490 · EVP, Wealth Services 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 320 shares Expires 2024-02-10 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. F1 · derivative.exercise_price: Restricted stock units convert into common stock on a one-for-one basis. F2 · derivative.exercise_date: On February 10, 2021, the reporting person was granted 320 restricted stock units, vesting on February 10, 2024, assuming continued service at this time. F2 · derivative.expiration_date: On February 10, 2021, the reporting person was granted 320 restricted stock units, vesting on February 10, 2024, assuming continued service at this time. Read SEC document |
| February 10, 2024 Filed Feb 14, 2024 22:40 UTC |
Rowan Shannon BarrowEVP, Wealth Services
|
Tax withholdingCommon Stock | 113 | $56.90 | $6,429.70 |
DisclosureSEC source: 0001964333-24-000048 · wk-form4_1707950383.xml · nonDerivative · entry 2 Rowan Shannon Barrow · CIK 0001964490 · EVP, Wealth Services 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,407 Read SEC document |
| February 10, 2024 Filed Feb 14, 2024 22:40 UTC |
Rowan Shannon BarrowEVP, Wealth Services
|
Exercise / conversionCommon Stock | 320 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001964333-24-000048 · wk-form4_1707950383.xml · nonDerivative · entry 1 Rowan Shannon Barrow · CIK 0001964490 · EVP, Wealth Services 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,520 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. F1 · price: Restricted stock units convert into common stock on a one-for-one basis. Read SEC document |
| February 01, 2024 Filed Feb 1, 2024 18:27 UTC |
McLaughlin Shawn PatrickDirector
|
PurchaseCommon Stock | 500 | $57.57 | $28,784.00 |
DisclosureSEC source: 0001964333-24-000040 · wk-form4_1706812044.xml · nonDerivative · entry 1 McLaughlin Shawn Patrick · CIK 0001964493 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 50,500 Read SEC document |
| February 01, 2024 Filed Feb 1, 2024 22:24 UTC |
Barnwell Julian Forrest Jr.Director
|
PurchaseCommon Stock | 85 | $58.15 | $4,942.75 |
DisclosureSEC source: 0001964333-24-000042 · wk-form4_1706826244.xml · nonDerivative · entry 4 Barnwell Julian Forrest Jr. · CIK 0001964518 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · Trustee for Barnwell Family Trust Disclosed balance after: 82,083 Read SEC document |
| February 01, 2024 Filed Feb 1, 2024 22:24 UTC |
Barnwell Julian Forrest Jr.Director
|
PurchaseCommon Stock | 1,578 | $58.00 | $91,524.00 |
DisclosureSEC source: 0001964333-24-000042 · wk-form4_1706826244.xml · nonDerivative · entry 3 Barnwell Julian Forrest Jr. · CIK 0001964518 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · Trustee for Barnwell Family Trust Disclosed balance after: 81,998 Read SEC document |
| February 01, 2024 Filed Feb 1, 2024 22:24 UTC |
Barnwell Julian Forrest Jr.Director
|
PurchaseCommon Stock | 30 | $57.50 | $1,725.00 |
DisclosureSEC source: 0001964333-24-000042 · wk-form4_1706826244.xml · nonDerivative · entry 2 Barnwell Julian Forrest Jr. · CIK 0001964518 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · Trustee for Patricia Barnwell Irrevocable Trust Disclosed balance after: 171,939 Read SEC document |
| February 01, 2024 Filed Feb 1, 2024 22:24 UTC |
Barnwell Julian Forrest Jr.Director
|
PurchaseCommon Stock | 3,970 | $57.75 | $229,267.50 |
DisclosureSEC source: 0001964333-24-000042 · wk-form4_1706826244.xml · nonDerivative · entry 1 Barnwell Julian Forrest Jr. · CIK 0001964518 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · Trustee for Patricia Barnwell Irrevocable Trust Disclosed balance after: 171,909 Read SEC document |
| January 31, 2024 Filed Jan 31, 2024 15:44 UTC |
McLaughlin Shawn PatrickDirector
|
PurchaseCommon Stock | 1,000 | $60.25 | $60,250.00 |
DisclosureSEC source: 0001964333-24-000036 · wk-form4_1706715884.xml · nonDerivative · entry 1 McLaughlin Shawn Patrick · CIK 0001964493 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 50,000 Read SEC document |
| January 31, 2024 Filed Jan 31, 2024 17:16 UTC |
Riojas Jose DavidDirector
|
PurchaseCommon Stock | 874 | $60.00 | $52,440.00 |
DisclosureSEC source: 0001964333-24-000038 · wk-form4_1706721399.xml · nonDerivative · entry 1 Riojas Jose David · CIK 0001964476 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · Held by Jose and Susan Riojas Joint Revocable Trust Disclosed balance after: 13,600 Read SEC document |
| January 30, 2024 Filed Jan 30, 2024 22:45 UTC |
Riojas Jose DavidDirector
|
PurchaseCommon Stock | 1,126 | $60.00 | $67,560.00 |
DisclosureSEC source: 0001964333-24-000034 · wk-form4_1706654709.xml · nonDerivative · entry 1 Riojas Jose David · CIK 0001964476 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · Held by Jose and Susan Riojas Joint Revocable Trust Disclosed balance after: 12,726 Read SEC document |
| January 19, 2024 Filed Jan 19, 2024 20:21 UTC |
Anderson Mark GuthrieDirector
|
GiftCommon Stock | 9,600 | $0.00 | $0.00 |
DisclosureSEC source: 0001964333-24-000002 · wk-form4_1705695701.xml · nonDerivative · entry 1 Anderson Mark Guthrie · CIK 0001964482 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · Held by Mark G. Anderson Irrevocable Trust Disclosed balance after: 0 Read SEC document |
| January 08, 2024 Filed Jan 23, 2024 20:58 UTC |
Welch Jeffrey A.EVP, Chief Credit Officer
|
GrantPhantom Stock · Derivative | 25 | $58.89 | $1,472.25 |
DisclosureSEC source: 0001964333-24-000026 · wk-form4_1706061482.xml · derivative · entry 4 Welch Jeffrey A. · CIK 0001442271 · EVP, Chief Credit Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,172 Underlying: Common Stock · 25 shares Expires not disclosed F1 · derivative.exercise_price: Each share of phantom stock is the economic equivalent of one share of common stock. The shares of phantom stock become payable, in cash, upon the reporting person's termination of service. F1 · derivative.exercise_date: Each share of phantom stock is the economic equivalent of one share of common stock. The shares of phantom stock become payable, in cash, upon the reporting person's termination of service. F1 · derivative.expiration_date: Each share of phantom stock is the economic equivalent of one share of common stock. The shares of phantom stock become payable, in cash, upon the reporting person's termination of service. Read SEC document |
| January 08, 2024 Filed Jan 24, 2024 01:58 UTC |
Bonnafe Katherine DianeDirector
|
GrantPhantom Stock · Derivative | 125 | $58.89 | $7,361.25 |
DisclosureSEC source: 0001964333-24-000025 · wk-form4_1706061467.xml · derivative · entry 14 Bonnafe Katherine Diane · CIK 0001964513 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,571 Underlying: Common Stock · 125 shares Expires not disclosed F1 · derivative.exercise_price: Each share of phantom stock is the economic equivalent of one share of common stock. The shares of phantom stock become payable, in cash, upon the reporting person's termination of service. F1 · derivative.exercise_date: Each share of phantom stock is the economic equivalent of one share of common stock. The shares of phantom stock become payable, in cash, upon the reporting person's termination of service. F1 · derivative.expiration_date: Each share of phantom stock is the economic equivalent of one share of common stock. The shares of phantom stock become payable, in cash, upon the reporting person's termination of service. Read SEC document |
| January 08, 2024 Filed Jan 23, 2024 20:57 UTC |
Smith Kendrick CookEVP, Operations
|
GrantPhantom Stock · Derivative | 75 | $58.89 | $4,416.75 |
DisclosureSEC source: 0001964333-24-000024 · wk-form4_1706061450.xml · derivative · entry 13 Smith Kendrick Cook · CIK 0001964517 · EVP, Operations 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,587 Underlying: Common Stock · 75 shares Expires not disclosed F1 · derivative.exercise_price: Each share of phantom stock is the economic equivalent of one share of common stock. The shares of phantom stock become payable, in cash, upon the reporting person's termination of service. F1 · derivative.exercise_date: Each share of phantom stock is the economic equivalent of one share of common stock. The shares of phantom stock become payable, in cash, upon the reporting person's termination of service. F1 · derivative.expiration_date: Each share of phantom stock is the economic equivalent of one share of common stock. The shares of phantom stock become payable, in cash, upon the reporting person's termination of service. Read SEC document |
| January 08, 2024 Filed Jan 24, 2024 01:57 UTC |
Riojas Jose DavidDirector
|
GrantPhantom Stock · Derivative | 50 | $58.89 | $2,944.50 |
DisclosureSEC source: 0001964333-24-000023 · wk-form4_1706061435.xml · derivative · entry 15 Riojas Jose David · CIK 0001964476 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,490 Underlying: Common Stock · 50 shares Expires not disclosed F1 · derivative.exercise_price: Each share of phantom stock is the economic equivalent of one share of common stock. The shares of phantom stock become payable, in cash, upon the reporting person's termination of service. F1 · derivative.exercise_date: Each share of phantom stock is the economic equivalent of one share of common stock. The shares of phantom stock become payable, in cash, upon the reporting person's termination of service. F1 · derivative.expiration_date: Each share of phantom stock is the economic equivalent of one share of common stock. The shares of phantom stock become payable, in cash, upon the reporting person's termination of service. Read SEC document |
| December 15, 2023 Filed Jan 24, 2024 01:58 UTC |
Bonnafe Katherine DianeDirector
|
GrantPhantom Stock · Derivative | 150 | $57.02 | $8,553.00 |
DisclosureSEC source: 0001964333-24-000025 · wk-form4_1706061467.xml · derivative · entry 13 Bonnafe Katherine Diane · CIK 0001964513 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,446 Underlying: Common Stock · 150 shares Expires not disclosed F1 · derivative.exercise_price: Each share of phantom stock is the economic equivalent of one share of common stock. The shares of phantom stock become payable, in cash, upon the reporting person's termination of service. F1 · derivative.exercise_date: Each share of phantom stock is the economic equivalent of one share of common stock. The shares of phantom stock become payable, in cash, upon the reporting person's termination of service. F1 · derivative.expiration_date: Each share of phantom stock is the economic equivalent of one share of common stock. The shares of phantom stock become payable, in cash, upon the reporting person's termination of service. Read SEC document |
| December 15, 2023 Filed Jan 23, 2024 20:57 UTC |
Smith Kendrick CookEVP, Operations
|
GrantPhantom Stock · Derivative | 100 | $57.02 | $5,702.00 |
DisclosureSEC source: 0001964333-24-000024 · wk-form4_1706061450.xml · derivative · entry 12 Smith Kendrick Cook · CIK 0001964517 · EVP, Operations 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,512 Underlying: Common Stock · 100 shares Expires not disclosed F1 · derivative.exercise_price: Each share of phantom stock is the economic equivalent of one share of common stock. The shares of phantom stock become payable, in cash, upon the reporting person's termination of service. F1 · derivative.exercise_date: Each share of phantom stock is the economic equivalent of one share of common stock. The shares of phantom stock become payable, in cash, upon the reporting person's termination of service. F1 · derivative.expiration_date: Each share of phantom stock is the economic equivalent of one share of common stock. The shares of phantom stock become payable, in cash, upon the reporting person's termination of service. Read SEC document |
| December 15, 2023 Filed Jan 24, 2024 01:57 UTC |
Riojas Jose DavidDirector
|
GrantPhantom Stock · Derivative | 175 | $57.02 | $9,978.50 |
DisclosureSEC source: 0001964333-24-000023 · wk-form4_1706061435.xml · derivative · entry 14 Riojas Jose David · CIK 0001964476 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,440 Underlying: Common Stock · 175 shares Expires not disclosed F1 · derivative.exercise_price: Each share of phantom stock is the economic equivalent of one share of common stock. The shares of phantom stock become payable, in cash, upon the reporting person's termination of service. F1 · derivative.exercise_date: Each share of phantom stock is the economic equivalent of one share of common stock. The shares of phantom stock become payable, in cash, upon the reporting person's termination of service. F1 · derivative.expiration_date: Each share of phantom stock is the economic equivalent of one share of common stock. The shares of phantom stock become payable, in cash, upon the reporting person's termination of service. Read SEC document |
| December 13, 2023 Filed Dec 14, 2023 16:44 UTC |
Barnwell Julian Forrest Jr.Director
|
GiftCommon Stock | 240 | $0.00 | $0.00 |
DisclosureSEC source: 0001964333-23-000224 · wk-form4_1702572273.xml · nonDerivative · entry 3 Barnwell Julian Forrest Jr. · CIK 0001964518 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · Trustee for Barnwell Family Trust Disclosed balance after: 80,420 Read SEC document |
| December 13, 2023 Filed Dec 14, 2023 16:44 UTC |
Barnwell Julian Forrest Jr.Director
|
GiftCommon Stock | 600 | $0.00 | $0.00 |
DisclosureSEC source: 0001964333-23-000224 · wk-form4_1702572273.xml · nonDerivative · entry 2 Barnwell Julian Forrest Jr. · CIK 0001964518 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · Trustee for Patricia Barnwell Irrevocable Trust Disclosed balance after: 167,939 Read SEC document |
| December 13, 2023 Filed Dec 14, 2023 16:44 UTC |
Barnwell Julian Forrest Jr.Director
|
PurchaseCommon Stock | 2,000 | $54.22 | $108,440.00 |
DisclosureSEC source: 0001964333-23-000224 · wk-form4_1702572273.xml · nonDerivative · entry 1 Barnwell Julian Forrest Jr. · CIK 0001964518 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · Trustee for Patricia Barnwell Irrevocable Trust Disclosed balance after: 168,539 F1 · price: The price reported in Column 4 is a weighted average price. These shares were sold in two transactions at prices ranging from $53.50 to $54.23, inclusive. The reporting person undertakes to provide to Burke & Herbert Financial Services Corp., any security holder of Burke & Herbert Financial Services Corp. or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the ranges set forth in this footnote (1) to this Form 4. Read SEC document |
| December 12, 2023 Filed Dec 12, 2023 17:32 UTC |
Barnwell Julian Forrest Jr.Director
|
PurchaseCommon Stock | 3,000 | $54.75 | $164,250.00 |
DisclosureSEC source: 0001964333-23-000221 · wk-form4_1702402368.xml · nonDerivative · entry 1 Barnwell Julian Forrest Jr. · CIK 0001964518 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · Trustee for Patricia Barnwell Irrevocable Trust Disclosed balance after: 166,539 Read SEC document |
| December 08, 2023 Filed Dec 8, 2023 20:04 UTC |
McLaughlin Shawn PatrickDirector
|
PurchaseCommon Stock | 1,000 | $54.01 | $54,010.00 |
DisclosureSEC source: 0001964333-23-000219 · wk-form4_1702065884.xml · nonDerivative · entry 2 McLaughlin Shawn Patrick · CIK 0001964493 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 49,000 Read SEC document |
| December 08, 2023 Filed Dec 8, 2023 20:04 UTC |
McLaughlin Shawn PatrickDirector
|
PurchaseCommon Stock | 100 | $52.90 | $5,290.00 |
DisclosureSEC source: 0001964333-23-000219 · wk-form4_1702065884.xml · nonDerivative · entry 1 McLaughlin Shawn Patrick · CIK 0001964493 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · Shares held by McLaughlin Ryder Investments, Inc., an affiliated company Disclosed balance after: 1,000 Read SEC document |
| November 29, 2023 Filed Jan 24, 2024 01:58 UTC |
Bonnafe Katherine DianeDirector
|
GrantPhantom Stock · Derivative | 100 | $48.27 | $4,827.00 |
DisclosureSEC source: 0001964333-24-000025 · wk-form4_1706061467.xml · derivative · entry 12 Bonnafe Katherine Diane · CIK 0001964513 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,296 Underlying: Common Stock · 100 shares Expires not disclosed F1 · derivative.exercise_price: Each share of phantom stock is the economic equivalent of one share of common stock. The shares of phantom stock become payable, in cash, upon the reporting person's termination of service. F1 · derivative.exercise_date: Each share of phantom stock is the economic equivalent of one share of common stock. The shares of phantom stock become payable, in cash, upon the reporting person's termination of service. F1 · derivative.expiration_date: Each share of phantom stock is the economic equivalent of one share of common stock. The shares of phantom stock become payable, in cash, upon the reporting person's termination of service. Read SEC document |
| November 29, 2023 Filed Jan 23, 2024 20:57 UTC |
Smith Kendrick CookEVP, Operations
|
GrantPhantom Stock · Derivative | 50 | $48.52 | $2,426.00 |
DisclosureSEC source: 0001964333-24-000024 · wk-form4_1706061450.xml · derivative · entry 11 Smith Kendrick Cook · CIK 0001964517 · EVP, Operations 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,412 Underlying: Common Stock · 50 shares Expires not disclosed F1 · derivative.exercise_price: Each share of phantom stock is the economic equivalent of one share of common stock. The shares of phantom stock become payable, in cash, upon the reporting person's termination of service. F1 · derivative.exercise_date: Each share of phantom stock is the economic equivalent of one share of common stock. The shares of phantom stock become payable, in cash, upon the reporting person's termination of service. F1 · derivative.expiration_date: Each share of phantom stock is the economic equivalent of one share of common stock. The shares of phantom stock become payable, in cash, upon the reporting person's termination of service. Read SEC document |
| November 29, 2023 Filed Jan 24, 2024 01:57 UTC |
Riojas Jose DavidDirector
|
GrantPhantom Stock · Derivative | 100 | $48.52 | $4,852.00 |
DisclosureSEC source: 0001964333-24-000023 · wk-form4_1706061435.xml · derivative · entry 13 Riojas Jose David · CIK 0001964476 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,265 Underlying: Common Stock · 100 shares Expires not disclosed F1 · derivative.exercise_price: Each share of phantom stock is the economic equivalent of one share of common stock. The shares of phantom stock become payable, in cash, upon the reporting person's termination of service. F1 · derivative.exercise_date: Each share of phantom stock is the economic equivalent of one share of common stock. The shares of phantom stock become payable, in cash, upon the reporting person's termination of service. F1 · derivative.expiration_date: Each share of phantom stock is the economic equivalent of one share of common stock. The shares of phantom stock become payable, in cash, upon the reporting person's termination of service. Read SEC document |
| November 16, 2023 Filed Jan 24, 2024 01:58 UTC |
Bonnafe Katherine DianeDirector
|
GrantPhantom Stock · Derivative | 100 | $45.85 | $4,585.00 |
DisclosureSEC source: 0001964333-24-000025 · wk-form4_1706061467.xml · derivative · entry 11 Bonnafe Katherine Diane · CIK 0001964513 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,196 Underlying: Common Stock · 100 shares Expires not disclosed F1 · derivative.exercise_price: Each share of phantom stock is the economic equivalent of one share of common stock. The shares of phantom stock become payable, in cash, upon the reporting person's termination of service. F1 · derivative.exercise_date: Each share of phantom stock is the economic equivalent of one share of common stock. The shares of phantom stock become payable, in cash, upon the reporting person's termination of service. F1 · derivative.expiration_date: Each share of phantom stock is the economic equivalent of one share of common stock. The shares of phantom stock become payable, in cash, upon the reporting person's termination of service. Read SEC document |
| November 16, 2023 Filed Jan 23, 2024 20:57 UTC |
Smith Kendrick CookEVP, Operations
|
GrantPhantom Stock · Derivative | 50 | $45.91 | $2,295.50 |
DisclosureSEC source: 0001964333-24-000024 · wk-form4_1706061450.xml · derivative · entry 10 Smith Kendrick Cook · CIK 0001964517 · EVP, Operations 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,362 Underlying: Common Stock · 50 shares Expires not disclosed F1 · derivative.exercise_price: Each share of phantom stock is the economic equivalent of one share of common stock. The shares of phantom stock become payable, in cash, upon the reporting person's termination of service. F1 · derivative.exercise_date: Each share of phantom stock is the economic equivalent of one share of common stock. The shares of phantom stock become payable, in cash, upon the reporting person's termination of service. F1 · derivative.expiration_date: Each share of phantom stock is the economic equivalent of one share of common stock. The shares of phantom stock become payable, in cash, upon the reporting person's termination of service. Read SEC document |
| November 16, 2023 Filed Jan 24, 2024 01:57 UTC |
Riojas Jose DavidDirector
|
GrantPhantom Stock · Derivative | 93 | $45.93 | $4,271.49 |
DisclosureSEC source: 0001964333-24-000023 · wk-form4_1706061435.xml · derivative · entry 12 Riojas Jose David · CIK 0001964476 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,165 Underlying: Common Stock · 93 shares Expires not disclosed F1 · derivative.exercise_price: Each share of phantom stock is the economic equivalent of one share of common stock. The shares of phantom stock become payable, in cash, upon the reporting person's termination of service. F1 · derivative.exercise_date: Each share of phantom stock is the economic equivalent of one share of common stock. The shares of phantom stock become payable, in cash, upon the reporting person's termination of service. F1 · derivative.expiration_date: Each share of phantom stock is the economic equivalent of one share of common stock. The shares of phantom stock become payable, in cash, upon the reporting person's termination of service. Read SEC document |
| November 15, 2023 Filed Jan 24, 2024 01:57 UTC |
Riojas Jose DavidDirector
|
GrantPhantom Stock · Derivative | 7 | $46.02 | $322.14 |
DisclosureSEC source: 0001964333-24-000023 · wk-form4_1706061435.xml · derivative · entry 11 Riojas Jose David · CIK 0001964476 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,072 Underlying: Common Stock · 7 shares Expires not disclosed F1 · derivative.exercise_price: Each share of phantom stock is the economic equivalent of one share of common stock. The shares of phantom stock become payable, in cash, upon the reporting person's termination of service. F1 · derivative.exercise_date: Each share of phantom stock is the economic equivalent of one share of common stock. The shares of phantom stock become payable, in cash, upon the reporting person's termination of service. F1 · derivative.expiration_date: Each share of phantom stock is the economic equivalent of one share of common stock. The shares of phantom stock become payable, in cash, upon the reporting person's termination of service. Read SEC document |
| October 31, 2023 Filed Jan 24, 2024 01:58 UTC |
Bonnafe Katherine DianeDirector
|
GrantPhantom Stock · Derivative | 100 | $44.62 | $4,462.00 |
DisclosureSEC source: 0001964333-24-000025 · wk-form4_1706061467.xml · derivative · entry 10 Bonnafe Katherine Diane · CIK 0001964513 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,096 Underlying: Common Stock · 100 shares Expires not disclosed F1 · derivative.exercise_price: Each share of phantom stock is the economic equivalent of one share of common stock. The shares of phantom stock become payable, in cash, upon the reporting person's termination of service. F1 · derivative.exercise_date: Each share of phantom stock is the economic equivalent of one share of common stock. The shares of phantom stock become payable, in cash, upon the reporting person's termination of service. F1 · derivative.expiration_date: Each share of phantom stock is the economic equivalent of one share of common stock. The shares of phantom stock become payable, in cash, upon the reporting person's termination of service. Read SEC document |
| October 31, 2023 Filed Jan 24, 2024 01:57 UTC |
Riojas Jose DavidDirector
|
GrantPhantom Stock · Derivative | 100 | $44.62 | $4,462.00 |
DisclosureSEC source: 0001964333-24-000023 · wk-form4_1706061435.xml · derivative · entry 10 Riojas Jose David · CIK 0001964476 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,065 Underlying: Common Stock · 100 shares Expires not disclosed F1 · derivative.exercise_price: Each share of phantom stock is the economic equivalent of one share of common stock. The shares of phantom stock become payable, in cash, upon the reporting person's termination of service. F1 · derivative.exercise_date: Each share of phantom stock is the economic equivalent of one share of common stock. The shares of phantom stock become payable, in cash, upon the reporting person's termination of service. F1 · derivative.expiration_date: Each share of phantom stock is the economic equivalent of one share of common stock. The shares of phantom stock become payable, in cash, upon the reporting person's termination of service. Read SEC document |
| October 25, 2023 Filed Jan 23, 2024 20:57 UTC |
Smith Kendrick CookEVP, Operations
|
GrantPhantom Stock · Derivative | 100 | $45.52 | $4,552.00 |
DisclosureSEC source: 0001964333-24-000024 · wk-form4_1706061450.xml · derivative · entry 9 Smith Kendrick Cook · CIK 0001964517 · EVP, Operations 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,312 Underlying: Common Stock · 100 shares Expires not disclosed F1 · derivative.exercise_price: Each share of phantom stock is the economic equivalent of one share of common stock. The shares of phantom stock become payable, in cash, upon the reporting person's termination of service. F1 · derivative.exercise_date: Each share of phantom stock is the economic equivalent of one share of common stock. The shares of phantom stock become payable, in cash, upon the reporting person's termination of service. F1 · derivative.expiration_date: Each share of phantom stock is the economic equivalent of one share of common stock. The shares of phantom stock become payable, in cash, upon the reporting person's termination of service. Read SEC document |
| September 29, 2023 Filed Jan 23, 2024 20:57 UTC |
Smith Kendrick CookEVP, Operations
|
GrantPhantom Stock · Derivative | 100 | $47.02 | $4,702.00 |
DisclosureSEC source: 0001964333-24-000024 · wk-form4_1706061450.xml · derivative · entry 8 Smith Kendrick Cook · CIK 0001964517 · EVP, Operations 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,212 Underlying: Common Stock · 100 shares Expires not disclosed F1 · derivative.exercise_price: Each share of phantom stock is the economic equivalent of one share of common stock. The shares of phantom stock become payable, in cash, upon the reporting person's termination of service. F1 · derivative.exercise_date: Each share of phantom stock is the economic equivalent of one share of common stock. The shares of phantom stock become payable, in cash, upon the reporting person's termination of service. F1 · derivative.expiration_date: Each share of phantom stock is the economic equivalent of one share of common stock. The shares of phantom stock become payable, in cash, upon the reporting person's termination of service. Read SEC document |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.