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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
June 02, 2025 Filed Jun 2, 2025 18:19 UTC PurchaseCommon Stock 1,500 $56.32 $84,487.35
Disclosure

SEC source: 0001964333-25-000218 · wk-form4_1748888346.xml · nonDerivative · entry 2

Anderson Mark Guthrie · CIK 0001964482 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 27,700

Read SEC document
June 02, 2025 Filed Jun 2, 2025 18:19 UTC PurchaseCommon Stock 500 $56.62 $28,310.70
Disclosure

SEC source: 0001964333-25-000218 · wk-form4_1748888346.xml · nonDerivative · entry 1

Anderson Mark Guthrie · CIK 0001964482 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 26,200

Read SEC document
May 29, 2025 Filed May 30, 2025 19:40 UTC PurchaseCommon Stock 1,000 $56.25 $56,250.00
Disclosure

SEC source: 0001964333-25-000215 · wk-form4_1748634019.xml · nonDerivative · entry 1

McLaughlin Shawn Patrick · CIK 0001964493 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 66,000

Read SEC document
May 23, 2025 Filed May 27, 2025 13:17 UTC GrantCommon Stock 1,000 $0.00 $0.00
Disclosure

SEC source: 0001964333-25-000200 · wk-form4_1748351839.xml · nonDerivative · entry 1

George Georgette R. · CIK 0001486521 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 21,971

F1 · shares: Restricted stock units awarded for service as a director. The units vest on the first anniversary of the grant date, subject to continued service and satisfaction of attendance requirements.

Read SEC document
May 23, 2025 Filed May 27, 2025 13:17 UTC GrantCommon Stock 1,000 $0.00 $0.00
Disclosure

SEC source: 0001964333-25-000203 · wk-form4_1748351870.xml · nonDerivative · entry 1

Geary James P II · CIK 0001400427 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 17,918

F1 · shares: Restricted stock units awarded for service as a director. The units vest on the first anniversary of the grant date, subject to continued service and satisfaction of attendance requirements.

Read SEC document
May 23, 2025 Filed May 27, 2025 09:18 UTC GrantCommon Stock 1,000 $0.00 $0.00
Disclosure

SEC source: 0001964333-25-000204 · wk-form4_1748351881.xml · nonDerivative · entry 1

HINKLE GARY L · CIK 0001186825 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 11,288

F1 · shares: Restricted stock units awarded for service as a director. The units vest on the first anniversary of the grant date, subject to continued service and satisfaction of attendance requirements.

Read SEC document
May 23, 2025 Filed May 27, 2025 09:17 UTC
BEAN OSCAR MDirector
GrantCommon Stock 1,000 $0.00 $0.00
Disclosure

SEC source: 0001964333-25-000202 · wk-form4_1748351860.xml · nonDerivative · entry 1

BEAN OSCAR M · CIK 0001186818 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 44,024

F1 · shares: Restricted stock units awarded for service as a director. The units vest on the first anniversary of the grant date, subject to continued service and satisfaction of attendance requirements.

Read SEC document
May 23, 2025 Filed May 27, 2025 13:19 UTC GrantCommon Stock 1,000 $0.00 $0.00
Disclosure

SEC source: 0001964333-25-000211 · wk-form4_1748351959.xml · nonDerivative · entry 1

PICCIRILLO CHARLES · CIK 0001186833 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 20,320

F1 · shares: Restricted stock units awarded for service as a director. The units vest on the first anniversary of the grant date, subject to continued service and satisfaction of attendance requirements.

Read SEC document
May 23, 2025 Filed May 27, 2025 13:17 UTC
Upson Jill SDirector
GrantCommon Stock 1,000 $0.00 $0.00
Disclosure

SEC source: 0001964333-25-000199 · wk-form4_1748351826.xml · nonDerivative · entry 1

Upson Jill S · CIK 0001897254 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 3,112

F1 · shares: Restricted stock units awarded for service as a director. The units vest on the first anniversary of the grant date, subject to continued service and satisfaction of attendance requirements.

Read SEC document
May 23, 2025 Filed May 27, 2025 13:17 UTC GrantCommon Stock 1,000 $0.00 $0.00
Disclosure

SEC source: 0001964333-25-000201 · wk-form4_1748351849.xml · nonDerivative · entry 1

McLaughlin Shawn Patrick · CIK 0001964493 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 65,000

F1 · shares: Restricted stock units awarded for service as a director. The units vest on the first anniversary of the grant date, subject to continued service and satisfaction of attendance requirements, and may only be settled in shares of the Issuer's common stock on a one-for-one basis. The reporting person beneficially owns additional restricted stock units which may be settled in cash and were previously reported in Table II.

Read SEC document
May 23, 2025 Filed May 27, 2025 13:18 UTC GrantCommon Stock 1,000 $0.00 $0.00
Disclosure

SEC source: 0001964333-25-000205 · wk-form4_1748351893.xml · nonDerivative · entry 1

Bonnafe Katherine Diane · CIK 0001964513 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 8,200

F1 · shares: Restricted stock units awarded for service as a director. The units vest on the first anniversary of the grant date, subject to continued service and satisfaction of attendance requirements, and may only be settled in shares of the Issuer's common stock on a one-for-one basis. The reporting person beneficially owns additional restricted stock units which may be settled in cash and were previously reported in Table II.

Read SEC document
May 23, 2025 Filed May 27, 2025 13:18 UTC PurchaseCommon Stock 4,802 $55.00 $264,110.00
Disclosure

SEC source: 0001964333-25-000207 · wk-form4_1748351915.xml · nonDerivative · entry 2

Hinson Samuel Laing III · CIK 0001964525 · Director

10b5-1 filing: No plan indicated

Ownership: Indirect · Held by Kedge Capital, LLC, an affiliated company

Disclosed balance after: 33,602

Read SEC document
May 23, 2025 Filed May 27, 2025 13:18 UTC GrantCommon Stock 1,000 $0.00 $0.00
Disclosure

SEC source: 0001964333-25-000207 · wk-form4_1748351915.xml · nonDerivative · entry 1

Hinson Samuel Laing III · CIK 0001964525 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 27,560

F1 · shares: Restricted stock units awarded for service as a director. The units vest on the first anniversary of the grant date, subject to continued service and satisfaction of attendance requirements, and may only be settled in shares of the Issuer's common stock on a one-for-one basis. The reporting person beneficially owns additional restricted stock units which may be settled in cash and were previously reported in Table II.

Read SEC document
May 23, 2025 Filed May 27, 2025 13:18 UTC GrantCommon Stock 1,000 $0.00 $0.00
Disclosure

SEC source: 0001964333-25-000206 · wk-form4_1748351903.xml · nonDerivative · entry 1

Barnwell Julian Forrest Jr. · CIK 0001964518 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 21,580

F1 · shares: Restricted stock units awarded for service as a director. The units vest on the first anniversary of the grant date, subject to continued service and satisfaction of attendance requirements, and may only be settled in shares of the Issuer's common stock on a one-for-one basis. The reporting person beneficially owns additional restricted stock units which may be settled in cash and were previously reported in Table II.

Read SEC document
May 23, 2025 Filed May 27, 2025 13:19 UTC GrantCommon Stock 1,000 $0.00 $0.00
Disclosure

SEC source: 0001964333-25-000210 · wk-form4_1748351947.xml · nonDerivative · entry 1

Burke James Mason · CIK 0001964477 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 9,480

F1 · shares: Restricted stock units awarded for service as a director. The units vest on the first anniversary of the grant date, subject to continued service and satisfaction of attendance requirements, and may only be settled in shares of the Issuer's common stock on a one-for-one basis. The reporting person beneficially owns additional restricted stock units which may be settled in cash and were previously reported in Table II.

Read SEC document
May 23, 2025 Filed May 27, 2025 13:19 UTC GrantCommon Stock 1,000 $0.00 $0.00
Disclosure

SEC source: 0001964333-25-000209 · wk-form4_1748351937.xml · nonDerivative · entry 1

Riojas Jose David · CIK 0001964476 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 11,200

F1 · shares: Restricted stock units awarded for service as a director. The units vest on the first anniversary of the grant date, subject to continued service and satisfaction of attendance requirements, and may only be settled in shares of the Issuer's common stock on a one-for-one basis. The reporting person beneficially owns additional restricted stock units which may be settled in cash and were previously reported in Table II.

Read SEC document
May 23, 2025 Filed May 27, 2025 13:18 UTC GrantCommon Stock 1,000 $0.00 $0.00
Disclosure

SEC source: 0001964333-25-000208 · wk-form4_1748351925.xml · nonDerivative · entry 1

Anderson Mark Guthrie · CIK 0001964482 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 25,700

F1 · shares: Restricted stock units awarded for service as a director. The units vest on the first anniversary of the grant date, subject to continued service and satisfaction of attendance requirements, and may only be settled in shares of the Issuer's common stock on a one-for-one basis. The reporting person beneficially owns additional restricted stock units which may be settled in cash and were previously reported in Table II.

Read SEC document
May 19, 2025 Filed May 19, 2025 16:50 UTC PurchaseCommon Stock 2,300 $57.25 $131,666.72
Disclosure

SEC source: 0001964333-25-000182 · wk-form4_1747673398.xml · nonDerivative · entry 1

Anderson Mark Guthrie · CIK 0001964482 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 24,700

Read SEC document
May 07, 2025 Filed May 7, 2025 19:53 UTC PurchaseCommon Stock 1,000 $56.50 $56,500.00
Disclosure

SEC source: 0001964333-25-000177 · wk-form4_1746647621.xml · nonDerivative · entry 1

McLaughlin Shawn Patrick · CIK 0001964493 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 64,000

Read SEC document
May 03, 2025 Filed May 6, 2025 17:31 UTC
Kimlel Lauren N.EVP, Branch Banking
Tax withholdingCommon Stock 161 $57.39 $9,239.79
Disclosure

SEC source: 0001964333-25-000170 · wk-form4_1746552707.xml · nonDerivative · entry 1

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

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 1,996

Read SEC document
May 03, 2025 Filed May 6, 2025 17:30 UTC
Zirk Angela REVP, Chief Experience Officer
Tax withholdingCommon Stock 71 $57.39 $4,074.69
Disclosure

SEC source: 0001964333-25-000165 · wk-form4_1746552651.xml · nonDerivative · entry 1

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

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 1,924

Read SEC document
May 03, 2025 Filed May 6, 2025 17:32 UTC
Freeman Danyl RChief Human Resources Officer
Tax withholdingCommon Stock 122 $57.39 $7,001.58
Disclosure

SEC source: 0001964333-25-000174 · wk-form4_1746552751.xml · nonDerivative · entry 1

Freeman Danyl R · CIK 0001864438 · Chief Human Resources Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 2,449

Read SEC document
May 03, 2025 Filed May 6, 2025 17:31 UTC
MADDY H CHARLES IIIDirector · President
Tax withholdingCommon Stock 835 $57.39 $47,920.65
Disclosure

SEC source: 0001964333-25-000167 · wk-form4_1746552673.xml · nonDerivative · entry 1

MADDY H CHARLES III · CIK 0001186827 · Director · President

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 34,830

Read SEC document
May 03, 2025 Filed May 6, 2025 17:32 UTC
TISSUE ROBERT SEVP, Financial Strategy
Tax withholdingCommon Stock 464 $57.39 $26,628.96
Disclosure

SEC source: 0001964333-25-000172 · wk-form4_1746552729.xml · nonDerivative · entry 1

TISSUE ROBERT S · CIK 0001186836 · EVP, Financial Strategy

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 47,660

Read SEC document
May 03, 2025 Filed May 6, 2025 17:31 UTC
BOYLE DAVID PDirector · Chair & CEO
Tax withholdingCommon Stock 3,143 $57.39 $180,376.77
Disclosure

SEC source: 0001964333-25-000169 · wk-form4_1746552697.xml · nonDerivative · entry 1

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

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 48,288

Read SEC document
May 03, 2025 Filed May 6, 2025 17:32 UTC
Ritchie Bradford EEVP, Chief Lending Officer
Tax withholdingCommon Stock 395 $57.39 $22,669.05
Disclosure

SEC source: 0001964333-25-000173 · wk-form4_1746552740.xml · nonDerivative · entry 1

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

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 19,241

Read SEC document
May 03, 2025 Filed May 6, 2025 13:31 UTC
Hager JosephChief Operating Officer
Tax withholdingCommon Stock 289 $57.39 $16,585.71
Disclosure

SEC source: 0001964333-25-000166 · wk-form4_1746552662.xml · nonDerivative · entry 1

Hager Joseph · CIK 0001952672 · Chief Operating Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 4,193

Read SEC document
May 03, 2025 Filed May 6, 2025 17:31 UTC
Halyama Roy EugeneEVP, Chief Financial Officer
Tax withholdingCommon Stock 1,440 $57.39 $82,641.60
Disclosure

SEC source: 0001964333-25-000168 · wk-form4_1746552685.xml · nonDerivative · entry 1

Halyama Roy Eugene · CIK 0001964158 · EVP, Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 13,683

Read SEC document
May 03, 2025 Filed May 6, 2025 17:32 UTC
Rowan Shannon BarrowEVP, Wealth Services
Tax withholdingCommon Stock 126 $57.39 $7,231.14
Disclosure

SEC source: 0001964333-25-000171 · wk-form4_1746552718.xml · nonDerivative · entry 1

Rowan Shannon Barrow · CIK 0001964490 · EVP, Wealth Services

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 2,973

Read SEC document
April 30, 2025 Filed May 1, 2025 13:25 UTC PurchaseCommon Stock 500 $54.45 $27,225.60
Disclosure

SEC source: 0001964333-25-000154 · wk-form4_1746105923.xml · nonDerivative · entry 1

PICCIRILLO CHARLES · CIK 0001186833 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 19,320

Read SEC document
April 29, 2025 Filed Apr 29, 2025 18:06 UTC PurchaseCommon Stock 3,000 $52.99 $158,970.00
Disclosure

SEC source: 0001964333-25-000148 · wk-form4_1745949959.xml · nonDerivative · entry 1

Anderson Mark Guthrie · CIK 0001964482 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 22,400

F1 · price: The price reported in Column 4 is a weighted average price. These shares were purchased in multiple transactions at prices ranging from $52.75 to $53.50, 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.

Read SEC document
April 29, 2025 Filed Apr 30, 2025 12:22 UTC PurchaseCommon Stock 4,000 $53.00 $212,000.00
Disclosure

SEC source: 0001964333-25-000150 · wk-form4_1746015765.xml · nonDerivative · entry 1

Hinson Samuel Laing III · CIK 0001964525 · Director

10b5-1 filing: No plan indicated

Ownership: Indirect · Held by Kedge Capital, LLC, an affiliated company

Disclosed balance after: 28,800

Read SEC document
April 29, 2025 Filed Apr 30, 2025 16:57 UTC PurchaseCommon Stock 500 $55.00 $27,500.00
Disclosure

SEC source: 0001964333-25-000152 · wk-form4_1746032221.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: 18,500

Read SEC document
April 23, 2025 Filed Apr 24, 2025 19:08 UTC
Zirk Angela REVP, Chief Experience Officer
Exercise / conversionStock Settled Appreciation Rights · Derivative 1,210 $0.00 Strike: $23.82 $0.00
Disclosure

SEC source: 0001964333-25-000143 · wk-form4_1745521689.xml · derivative · entry 4

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

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 1,210 shares

Expires 2025-04-23

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
April 23, 2025 Filed Apr 24, 2025 19:08 UTC
Zirk Angela REVP, Chief Experience Officer
Disposition to issuerCommon Stock 564 $51.11 $28,826.04
Disclosure

SEC source: 0001964333-25-000143 · wk-form4_1745521689.xml · nonDerivative · entry 2

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

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 1,995

Read SEC document
April 23, 2025 Filed Apr 24, 2025 19:08 UTC
Zirk Angela REVP, Chief Experience Officer
Exercise / conversionCommon Stock 1,210 $23.82 $28,822.20
Disclosure

SEC source: 0001964333-25-000143 · wk-form4_1745521689.xml · nonDerivative · entry 1

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

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 2,559

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
April 23, 2025 Filed Apr 24, 2025 19:08 UTC
MADDY H CHARLES IIIDirector · President
Exercise / conversionStock Settled Appreciation Rights · Derivative 5,544 $0.00 Strike: $23.82 $0.00
Disclosure

SEC source: 0001964333-25-000142 · wk-form4_1745521679.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 · 5,544 shares

Expires 2025-04-23

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
April 23, 2025 Filed Apr 24, 2025 19:08 UTC
MADDY H CHARLES IIIDirector · President
Disposition to issuerCommon Stock 2,584 $51.11 $132,068.24
Disclosure

SEC source: 0001964333-25-000142 · wk-form4_1745521679.xml · nonDerivative · entry 2

MADDY H CHARLES III · CIK 0001186827 · Director · President

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 35,665

Read SEC document
April 23, 2025 Filed Apr 24, 2025 19:08 UTC
MADDY H CHARLES IIIDirector · President
Exercise / conversionCommon Stock 5,544 $23.82 $132,058.08
Disclosure

SEC source: 0001964333-25-000142 · wk-form4_1745521679.xml · nonDerivative · entry 1

MADDY H CHARLES III · CIK 0001186827 · Director · President

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 38,249

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
April 22, 2025 Filed Apr 24, 2025 19:05 UTC
Ritchie Bradford EEVP, Chief Lending Officer
Exercise / conversionStock Settled Appreciation Rights · Derivative 8,629 $0.00 Strike: $23.82 $0.00
Disclosure

SEC source: 0001964333-25-000139 · wk-form4_1745521542.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 · 8,629 shares

Expires 2025-04-23

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
April 22, 2025 Filed Apr 24, 2025 19:05 UTC
Ritchie Bradford EEVP, Chief Lending Officer
Disposition to issuerCommon Stock 4,035 $50.94 $205,542.90
Disclosure

SEC source: 0001964333-25-000139 · wk-form4_1745521542.xml · nonDerivative · entry 2

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

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 19,636

Read SEC document
April 22, 2025 Filed Apr 24, 2025 19:05 UTC
Ritchie Bradford EEVP, Chief Lending Officer
Exercise / conversionCommon Stock 8,629 $23.82 $205,542.78
Disclosure

SEC source: 0001964333-25-000139 · wk-form4_1745521542.xml · nonDerivative · entry 1

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

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 23,671

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
April 21, 2025 Filed Apr 24, 2025 14:46 UTC
Huffman Patrick KipSVP, Chief Accounting Officer
PurchaseCommon Stock 1,000 $0.00 $0.00
Disclosure

SEC source: 0001964333-25-000137 · wk-form4_1745505975.xml · nonDerivative · entry 1

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

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 1,000

F1 · shares: Restricted stock units awarded for offer of employment. The units vest on the third anniversary of the grant date, subject to continued service at the time of vesting and may only be settled in shares of the Issuer's common stock on a one-for-one basis.

Read SEC document
March 17, 2025 Filed Mar 17, 2025 17:33 UTC
Hintelmann Robert Victor Jr.Chief Credit Officer
PurchaseCommon Stock 3,500 $0.00 $0.00
Disclosure

SEC source: 0001964333-25-000109 · wk-form4_1742232809.xml · nonDerivative · entry 1

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

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 3,500

F1 · shares: Restricted stock units awarded for offer of employment. The units vest on the third anniversary of the grant date, subject to continued service at the time of vesting and may only be settled in shares of the Issuer's common stock on a one-for-one basis.

Read SEC document
March 13, 2025 Filed Mar 13, 2025 19:04 UTC PurchaseCommon Stock 1,140 $58.38 $66,558.56
Disclosure

SEC source: 0001964333-25-000095 · wk-form4_1741892673.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: 91,361

Read SEC document
March 11, 2025 Filed Mar 12, 2025 14:00 UTC PurchaseCommon Stock 100 $58.00 $5,800.00
Disclosure

SEC source: 0001964333-25-000092 · wk-form4_1741788050.xml · nonDerivative · entry 2

Riojas Jose David · CIK 0001964476 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 10,200

Read SEC document
March 11, 2025 Filed Mar 12, 2025 14:00 UTC PurchaseCommon Stock 500 $58.00 $29,000.00
Disclosure

SEC source: 0001964333-25-000092 · wk-form4_1741788050.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: 18,000

Read SEC document
March 10, 2025 Filed Mar 11, 2025 13:49 UTC PurchaseCommon Stock 1,000 $58.80 $58,798.30
Disclosure

SEC source: 0001964333-25-000080 · wk-form4_1741700965.xml · nonDerivative · entry 1

Barnwell Julian Forrest Jr. · CIK 0001964518 · Director

10b5-1 filing: No plan indicated

Ownership: Indirect · Trustee for Barnwell Family Trust

Disclosed balance after: 84,083

F1 · balance_after: The price reported in Column 4 is a weighted average price. These shares were purchased in multiple transactions at prices ranging from $58.73 to $58.87, 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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March 07, 2025 Filed Mar 10, 2025 13:11 UTC PurchaseCommon Stock 1,000 $59.75 $59,750.00
Disclosure

SEC source: 0001964333-25-000076 · wk-form4_1741612264.xml · nonDerivative · entry 1

Barnwell Julian Forrest Jr. · CIK 0001964518 · Director

10b5-1 filing: No plan indicated

Ownership: Indirect · Trustee for Barnwell Family Trust

Disclosed balance after: 83,083

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March 06, 2025 Filed Mar 10, 2025 16:19 UTC PurchaseCommon Stock 100 $60.20 $6,020.00
Disclosure

SEC source: 0001964333-25-000078 · wk-form4_1741623533.xml · nonDerivative · entry 2

Riojas Jose David · CIK 0001964476 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 10,100

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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.