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 |
|---|---|---|---|---|---|---|
| March 06, 2025 Filed Mar 10, 2025 16:19 UTC |
Riojas Jose DavidDirector
|
PurchaseCommon Stock | 500 | $60.20 | $30,100.00 |
DisclosureSEC source: 0001964333-25-000078 · wk-form4_1741623533.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: 17,500 Read SEC document |
| March 05, 2025 Filed Mar 6, 2025 13:25 UTC |
Barnwell Julian Forrest Jr.Director
|
PurchaseCommon Stock | 2,000 | $60.50 | $121,000.00 |
DisclosureSEC source: 0001964333-25-000072 · wk-form4_1741267525.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: 203,939 Read SEC document |
| March 04, 2025 Filed Mar 5, 2025 20:12 UTC |
Barnwell Julian Forrest Jr.Director
|
PurchaseCommon Stock | 2,000 | $61.75 | $123,500.00 |
DisclosureSEC source: 0001964333-25-000070 · wk-form4_1741205548.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: 201,939 Read SEC document |
| March 04, 2025 Filed Mar 5, 2025 20:12 UTC |
Barnwell Julian Forrest Jr.Director
|
PurchaseCommon Stock | 2,000 | $62.00 | $124,000.00 |
DisclosureSEC source: 0001964333-25-000070 · wk-form4_1741205548.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: 199,939 Read SEC document |
| February 28, 2025 Filed Mar 18, 2025 15:10 UTC |
Kimlel Lauren N.EVP, Branch Banking
|
GrantCommon Stock | 50 | $53.01 | $2,650.30 |
DisclosureSEC source: 0001964333-25-000116 · wk-form4_1742310639.xml · nonDerivative · entry 1 Kimlel Lauren N. · CIK 0001970590 · EVP, Branch Banking 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,157 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, 2024, through February 28, 2025. 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 28, 2025, which was the lower end of day closing price of either the start date or end date of the applicable purchase period in transactions that were exempt under both Rule 16b-3(d) and Rule 16b-3(c). Read SEC document |
| February 28, 2025 Filed Mar 18, 2025 15:10 UTC |
Schmidt Jennifer PalmerEVP, Chief Risk Officer
|
GrantCommon Stock | 226 | $53.01 | $11,979.36 |
DisclosureSEC source: 0001964333-25-000115 · wk-form4_1742310629.xml · nonDerivative · entry 1 Schmidt Jennifer Palmer · CIK 0001964500 · EVP, Chief Risk Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,313 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, 2024, through February 28, 2025. 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 28, 2025, which was the lower end of day closing price of either the start date or end date of the applicable purchase period in transactions that were exempt under both Rule 16b-3(d) and Rule 16b-3(c). Read SEC document |
| February 28, 2025 Filed Mar 18, 2025 15:11 UTC |
Rowan Shannon BarrowEVP, Wealth Services
|
GrantCommon Stock | 63 | $53.01 | $3,339.38 |
DisclosureSEC source: 0001964333-25-000118 · wk-form4_1742310660.xml · nonDerivative · entry 1 Rowan Shannon Barrow · CIK 0001964490 · EVP, Wealth Services 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,099 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, 2024, through February 28, 2025. 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 28, 2025, which was the lower end of day closing price of either the start date or end date of the applicable purchase period in transactions that were exempt under both Rule 16b-3(d) and Rule 16b-3(c). Read SEC document |
| February 28, 2025 Filed Mar 18, 2025 15:10 UTC |
Parikh KirtanSVP, Interim CAO
|
GrantCommon Stock | 87 | $53.01 | $4,611.52 |
DisclosureSEC source: 0001964333-25-000117 · wk-form4_1742310649.xml · nonDerivative · entry 1 Parikh Kirtan · CIK 0001964474 · SVP, Interim CAO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,067 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, 2024, through February 28, 2025. 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 28, 2025, which was the lower end of day closing price of either the start date or end date of the applicable purchase period in transactions that were exempt under both Rule 16b-3(d) and Rule 16b-3(c). F2 · balance_after: Holdings include shares acquired in dividend reinvestment transactions. Read SEC document |
| February 26, 2025 Filed Feb 27, 2025 17:20 UTC |
Barnwell Julian Forrest Jr.Director
|
PurchaseCommon Stock | 2,000 | $61.75 | $123,500.00 |
DisclosureSEC source: 0001964333-25-000068 · wk-form4_1740676822.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: 197,939 Read SEC document |
| February 24, 2025 Filed Feb 24, 2025 21:01 UTC |
McLaughlin Shawn PatrickDirector
|
PurchaseCommon Stock | 1,000 | $62.35 | $62,350.00 |
DisclosureSEC source: 0001964333-25-000065 · wk-form4_1740430873.xml · nonDerivative · entry 1 McLaughlin Shawn Patrick · CIK 0001964493 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 63,000 Read SEC document |
| February 24, 2025 Filed Feb 24, 2025 21:01 UTC |
Barnwell Julian Forrest Jr.Director
|
PurchaseCommon Stock | 4,000 | $62.40 | $249,600.00 |
DisclosureSEC source: 0001964333-25-000066 · wk-form4_1740430883.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: 195,939 Read SEC document |
| February 24, 2025 Filed Feb 24, 2025 21:01 UTC |
Barnwell Julian Forrest Jr.Director
|
PurchaseCommon Stock | 2,000 | $62.25 | $124,500.00 |
DisclosureSEC source: 0001964333-25-000066 · wk-form4_1740430883.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: 191,939 Read SEC document |
| February 21, 2025 Filed Feb 21, 2025 21:38 UTC |
Barnwell Julian Forrest Jr.Director
|
PurchaseCommon Stock | 2,000 | $62.50 | $125,000.00 |
DisclosureSEC source: 0001964333-25-000062 · wk-form4_1740173904.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: 189,939 Read SEC document |
| February 13, 2025 Filed Feb 14, 2025 13:15 UTC |
Barnwell Julian Forrest Jr.Director
|
PurchaseCommon Stock | 5,000 | $63.75 | $318,736.00 |
DisclosureSEC source: 0001964333-25-000060 · wk-form4_1739538902.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: 187,939 F1 · price: The price reported in Column 4 is a weighted average price. These shares were purchased in multiple transactions at prices ranging from $63.50 to $63.75, 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 |
| February 10, 2025 Filed Feb 10, 2025 16:14 UTC |
HINKLE GARY LDirector
|
PurchaseCommon Stock | 3,000 | $64.97 | $194,916.00 |
DisclosureSEC source: 0001964333-25-000054 · wk-form4_1739222089.xml · nonDerivative · entry 1 HINKLE GARY L · CIK 0001186825 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · By Joint Revocable Trust Disclosed balance after: 248,459 F1 · price: The price reported in Column 4 is a weighted average price. These shares were purchased in multiple transactions at prices ranging from $64.79 to $65.00, 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 |
| February 05, 2025 Filed Feb 5, 2025 14:25 UTC |
HINKLE GARY LDirector
|
PurchaseCommon Stock | 1,104 | $64.43 | $71,125.97 |
DisclosureSEC source: 0001964333-25-000052 · wk-form4_1738783510.xml · nonDerivative · entry 1 HINKLE GARY L · CIK 0001186825 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · By Joint Revocable Trust Disclosed balance after: 245,459 F1 · price: The price reported in Column 4 is a weighted average price. These shares were purchased in multiple transactions at prices ranging from $64.32 to $64.50, 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 |
| January 31, 2025 Filed Jan 31, 2025 15:46 UTC |
HINKLE GARY LDirector
|
PurchaseCommon Stock | 1,000 | $64.48 | $64,484.80 |
DisclosureSEC source: 0001964333-25-000050 · wk-form4_1738356384.xml · nonDerivative · entry 1 HINKLE GARY L · CIK 0001186825 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · By Joint Revocable Trust Disclosed balance after: 244,355 F1 · price: The price reported in Column 4 is a weighted average price. These shares were purchased in multiple transactions at prices ranging from $64.46 to $64.50, 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 |
| January 29, 2025 Filed Jan 30, 2025 13:10 UTC |
McLaughlin Shawn PatrickDirector
|
PurchaseCommon Stock | 500 | $62.75 | $31,375.00 |
DisclosureSEC source: 0001964333-25-000045 · wk-form4_1738242643.xml · nonDerivative · entry 2 McLaughlin Shawn Patrick · CIK 0001964493 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 62,000 Read SEC document |
| January 29, 2025 Filed Jan 30, 2025 13:10 UTC |
McLaughlin Shawn PatrickDirector
|
PurchaseCommon Stock | 500 | $63.25 | $31,625.00 |
DisclosureSEC source: 0001964333-25-000045 · wk-form4_1738242643.xml · nonDerivative · entry 1 McLaughlin Shawn Patrick · CIK 0001964493 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 61,500 Read SEC document |
| January 26, 2025 Filed Feb 3, 2026 14:22 UTC |
George Georgette R.Director
|
OtherCommon Stock | 1,971 | $0.00 | $0.00 |
DisclosureSEC source: 0001486521-26-000002 · wk-form5_1770128561.xml · nonDerivative · entry 1 George Georgette R. · CIK 0001486521 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · By Catherine V. George Revocable Trust Disclosed balance after: 1,971 F1 · balance_after: These shares are held in trust for the benefit of the reporting person's spouse. Read SEC document |
| January 23, 2025 Filed Jan 27, 2025 21:19 UTC |
Kimlel Lauren N.EVP, Branch Banking
|
GrantCommon Stock | 1,485 | $0.00 | $0.00 |
DisclosureSEC source: 0001964333-25-000030 · wk-form4_1738012743.xml · nonDerivative · entry 1 Kimlel Lauren N. · CIK 0001970590 · EVP, Branch Banking 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,107 F1 · shares: The reporting person received an award of 1,485 performance-based restricted stock units ("PRSUs") under the Burke & Herbert Bank 2024 - 2025 Merger Incentive Plan adopted May 1, 2024. The award will vest in three annual installments beginning on May 3, 2025, subject to the reporting person's continued employment through each applicable vesting date. Each vested PRSU will be settled in a share of Burke & Herbert Financial Services Corp. common stock within 60 days of the vested date. Read SEC document |
| January 23, 2025 Filed Jan 27, 2025 21:18 UTC |
Zirk Angela REVP, Chief Experience Officer
|
GrantCommon Stock | 732 | $0.00 | $0.00 |
DisclosureSEC source: 0001964333-25-000027 · wk-form4_1738012709.xml · nonDerivative · entry 1 Zirk Angela R · CIK 0001971310 · EVP, Chief Experience Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,349 F1 · shares: The reporting person received an award of 732 performance-based restricted stock units ("PRSUs") under the Burke & Herbert Bank 2024 - 2025 Merger Incentive Plan adopted May 1, 2024. The award will vest in three annual installments beginning on May 3, 2025, subject to the reporting person's continued employment through each applicable vesting date. Each vested PRSU will be settled in a share of Burke & Herbert Financial Services Corp. common stock within 60 days of the vested date. Read SEC document |
| January 23, 2025 Filed Jan 27, 2025 21:20 UTC |
Freeman Danyl RChief Human Resources Officer
|
GrantCommon Stock | 1,056 | $0.00 | $0.00 |
DisclosureSEC source: 0001964333-25-000035 · wk-form4_1738012799.xml · nonDerivative · entry 1 Freeman Danyl R · CIK 0001864438 · Chief Human Resources Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,571 F1 · shares: The reporting person received an award of 1,056 performance-based restricted stock units ("PRSUs") under the Burke & Herbert Bank 2024 - 2025 Merger Incentive Plan adopted May 1, 2024. The award will vest in three annual installments beginning on May 3, 2025, subject to the reporting person's continued employment through each applicable vesting date. Each vested PRSU will be settled in a share of Burke & Herbert Financial Services Corp. common stock within 60 days of the vested date. Read SEC document |
| January 23, 2025 Filed Jan 27, 2025 21:18 UTC |
MADDY H CHARLES IIIDirector · President
|
GrantCommon Stock | 8,580 | $0.00 | $0.00 |
DisclosureSEC source: 0001964333-25-000029 · wk-form4_1738012731.xml · nonDerivative · entry 1 MADDY H CHARLES III · CIK 0001186827 · Director · President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 32,705 F1 · shares: The reporting person received an award of 8,580 performance-based restricted stock units ("PRSUs") under the Burke & Herbert Bank 2024 - 2025 Merger Incentive Plan adopted May 1, 2024. The award will vest in three annual installments beginning on May 3, 2025, subject to the reporting person's continued employment through each applicable vesting date. Each vested PRSU will be settled in a share of Burke & Herbert Financial Services Corp. common stock within 60 days of the vested date. Read SEC document |
| January 23, 2025 Filed Jan 27, 2025 21:19 UTC |
TISSUE ROBERT SEVP, Financial Strategy
|
GrantCommon Stock | 4,620 | $0.00 | $0.00 |
DisclosureSEC source: 0001964333-25-000034 · wk-form4_1738012785.xml · nonDerivative · entry 1 TISSUE ROBERT S · CIK 0001186836 · EVP, Financial Strategy 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 38,275 F1 · shares: The reporting person received an award of 4,620 performance-based restricted stock units ("PRSUs") under the Burke & Herbert Bank 2024 - 2025 Merger Incentive Plan adopted May 1, 2024. The award will vest in three annual installments beginning on May 3, 2025, subject to the reporting person's continued employment through each applicable vesting date. Each vested PRSU will be settled in a share of Burke & Herbert Financial Services Corp. common stock within 60 days of the vested date. Read SEC document |
| January 23, 2025 Filed Jan 27, 2025 21:19 UTC |
BOYLE DAVID PDirector · Chair & CEO
|
GrantCommon Stock | 19,602 | $0.00 | $0.00 |
DisclosureSEC source: 0001964333-25-000033 · wk-form4_1738012775.xml · nonDerivative · entry 1 BOYLE DAVID P · CIK 0001202722 · Director · Chair & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 51,431 F1 · shares: The reporting person received an award of 19,602 performance-based restricted stock units ("PRSUs") under the Burke & Herbert Bank 2024 - 2025 Merger Incentive Plan adopted May 1, 2024. The award will vest in three annual installments beginning on May 3, 2025, subject to the reporting person's continued employment through each applicable vesting date. Each vested PRSU will be settled in a share of Burke & Herbert Financial Services Corp. common stock within 60 days of the vested date. Read SEC document |
| January 23, 2025 Filed Jan 27, 2025 16:46 UTC |
Markwood Julie RChief Accounting Officer
|
GrantCommon Stock | 473 | $0.00 | $0.00 |
DisclosureSEC source: 0001964333-25-000040 · wk-form4_1738014367.xml · nonDerivative · entry 1 Markwood Julie R · CIK 0001339953 · Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,519 F1 · shares: The reporting person received an award of 473 performance-based restricted stock units ("PRSUs") under the Burke & Herbert Bank 2024 - 2025 Merger Incentive Plan adopted May 1, 2024. The award will vest in three annual installments beginning on May 3, 2025, subject to the reporting person's continued employment through each applicable vesting date. Each vested PRSU will be settled in a share of Burke & Herbert Financial Services Corp. common stock within 60 days of the vested date. Read SEC document |
| January 23, 2025 Filed Jan 27, 2025 21:20 UTC |
Ritchie Bradford EEVP, Chief Lending Officer
|
GrantCommon Stock | 4,059 | $0.00 | $0.00 |
DisclosureSEC source: 0001964333-25-000038 · wk-form4_1738012835.xml · nonDerivative · entry 1 Ritchie Bradford E · CIK 0001538429 · EVP, Chief Lending Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 15,042 F1 · shares: The reporting person received an award of 4,059 performance-based restricted stock units ("PRSUs") under the Burke & Herbert Bank 2024 - 2025 Merger Incentive Plan adopted May 1, 2024. The award will vest in three annual installments beginning on May 3, 2025, subject to the reporting person's continued employment through each applicable vesting date. Each vested PRSU will be settled in a share of Burke & Herbert Financial Services Corp. common stock within 60 days of the vested date. Read SEC document |
| January 23, 2025 Filed Jan 27, 2025 16:19 UTC |
Hager JosephChief Operating Officer
|
GrantCommon Stock | 2,970 | $0.00 | $0.00 |
DisclosureSEC source: 0001964333-25-000031 · wk-form4_1738012753.xml · nonDerivative · entry 1 Hager Joseph · CIK 0001952672 · Chief Operating Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,482 F1 · shares: The reporting person received an award of 2,970 performance-based restricted stock units ("PRSUs") under the Burke & Herbert Bank 2024 - 2025 Merger Incentive Plan adopted May 1, 2024. The award will vest in three annual installments beginning on May 3, 2025, subject to the reporting person's continued employment through each applicable vesting date. Each vested PRSU will be settled in a share of Burke & Herbert Financial Services Corp. common stock within 60 days of the vested date. Read SEC document |
| January 23, 2025 Filed Jan 27, 2025 21:20 UTC |
Halyama Roy EugeneEVP, Chief Financial Officer
|
GrantCommon Stock | 8,976 | $0.00 | $0.00 |
DisclosureSEC source: 0001964333-25-000037 · wk-form4_1738012824.xml · nonDerivative · entry 1 Halyama Roy Eugene · CIK 0001964158 · EVP, Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 15,123 F1 · shares: The reporting person received an award of 8,976 performance-based restricted stock units ("PRSUs") under the Burke & Herbert Bank 2024 - 2025 Merger Incentive Plan adopted May 1, 2024. The award will vest in three annual installments beginning on May 3, 2025, subject to the reporting person's continued employment through each applicable vesting date. Each vested PRSU will be settled in a share of Burke & Herbert Financial Services Corp. common stock within 60 days of the vested date. Read SEC document |
| January 23, 2025 Filed Jan 27, 2025 21:18 UTC |
Schmidt Jennifer PalmerEVP, Chief Risk Officer
|
GrantCommon Stock | 1,613 | $0.00 | $0.00 |
DisclosureSEC source: 0001964333-25-000028 · wk-form4_1738012720.xml · nonDerivative · entry 1 Schmidt Jennifer Palmer · CIK 0001964500 · EVP, Chief Risk Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,087 F1 · shares: The reporting person received an award of 1,613 performance-based restricted stock units ("PRSUs") under the Burke & Herbert Bank 2024 - 2025 Merger Incentive Plan adopted May 1, 2024. The award will vest in three annual installments beginning on May 3, 2025, subject to the reporting person's continued employment through each applicable vesting date. Each vested PRSU will be settled in a share of Burke & Herbert Financial Services Corp. common stock within 60 days of the vested date. Read SEC document |
| January 23, 2025 Filed Jan 27, 2025 21:20 UTC |
Rowan Shannon BarrowEVP, Wealth Services
|
GrantCommon Stock | 1,253 | $0.00 | $0.00 |
DisclosureSEC source: 0001964333-25-000036 · wk-form4_1738012812.xml · nonDerivative · entry 1 Rowan Shannon Barrow · CIK 0001964490 · EVP, Wealth Services 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,036 F1 · shares: The reporting person received an award of 1,253 performance-based restricted stock units ("PRSUs") under the Burke & Herbert Bank 2024 - 2025 Merger Incentive Plan adopted May 1, 2024. The award will vest in three annual installments beginning on May 3, 2025, subject to the reporting person's continued employment through each applicable vesting date. Each vested PRSU will be settled in a share of Burke & Herbert Financial Services Corp. common stock within 60 days of the vested date. Read SEC document |
| January 23, 2025 Filed Jan 27, 2025 21:19 UTC |
Parikh KirtanSVP, Interim CAO
|
GrantCommon Stock | 2,970 | $0.00 | $0.00 |
DisclosureSEC source: 0001964333-25-000032 · wk-form4_1738012765.xml · nonDerivative · entry 1 Parikh Kirtan · CIK 0001964474 · SVP, Interim CAO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,973 F1 · shares: The reporting person received an award of 2,970 performance-based restricted stock units ("PRSUs") under the Burke & Herbert Bank 2024 - 2025 Merger Incentive Plan adopted May 1, 2024. The award will vest in three annual installments beginning on May 3, 2025, subject to the reporting person's continued employment through each applicable vesting date. Each vested PRSU will be settled in a share of Burke & Herbert Financial Services Corp. common stock within 60 days of the vested date. Read SEC document |
| January 21, 2025 Filed Jan 23, 2025 15:48 UTC |
BOYLE DAVID PDirector · Chair & CEO
|
Exercise / conversionRestricted Stock Units · Derivative | 5,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001964333-25-000011 · wk-form4_1737647330.xml · derivative · entry 3 BOYLE DAVID P · CIK 0001202722 · Director · Chair & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 5,000 shares Expires 2025-01-21 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 January 21, 2022, the reporting person was granted 5,000 restricted stock units, vesting on January 21, 2025, assuming continued service at that time. Read SEC document |
| January 21, 2025 Filed Jan 23, 2025 15:48 UTC |
BOYLE DAVID PDirector · Chair & CEO
|
Tax withholdingCommon Stock | 2,023 | $62.18 | $125,790.14 |
DisclosureSEC source: 0001964333-25-000011 · wk-form4_1737647330.xml · nonDerivative · entry 2 BOYLE DAVID P · CIK 0001202722 · Director · Chair & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 31,829 Read SEC document |
| January 21, 2025 Filed Jan 23, 2025 15:48 UTC |
BOYLE DAVID PDirector · Chair & CEO
|
Exercise / conversionCommon Stock | 5,000 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001964333-25-000011 · wk-form4_1737647330.xml · nonDerivative · entry 1 BOYLE DAVID P · CIK 0001202722 · Director · Chair & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 33,852 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 |
| January 21, 2025 Filed Jan 23, 2025 15:48 UTC |
Halyama Roy EugeneEVP, Chief Financial Officer
|
Exercise / conversionRestricted Stock Units · Derivative | 960 | $0.00 | $0.00 |
DisclosureSEC source: 0001964333-25-000010 · wk-form4_1737647319.xml · derivative · entry 3 Halyama Roy Eugene · CIK 0001964158 · EVP, Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 960 shares Expires 2025-01-25 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 January 21, 2022, the reporting person was granted 960 restricted stock units, vesting on January 21, 2025, assuming continued service at that time. Read SEC document |
| January 21, 2025 Filed Jan 23, 2025 15:48 UTC |
Halyama Roy EugeneEVP, Chief Financial Officer
|
Tax withholdingCommon Stock | 417 | $62.18 | $25,929.06 |
DisclosureSEC source: 0001964333-25-000010 · wk-form4_1737647319.xml · nonDerivative · entry 2 Halyama Roy Eugene · CIK 0001964158 · EVP, Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 6,147 Read SEC document |
| January 21, 2025 Filed Jan 23, 2025 15:48 UTC |
Halyama Roy EugeneEVP, Chief Financial Officer
|
Exercise / conversionCommon Stock | 960 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001964333-25-000010 · wk-form4_1737647319.xml · nonDerivative · entry 1 Halyama Roy Eugene · CIK 0001964158 · EVP, Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 6,564 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 |
| January 21, 2025 Filed Jan 23, 2025 15:48 UTC |
Rowan Shannon BarrowEVP, Wealth Services
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Exercise / conversionRestricted Stock Units · Derivative | 360 | $0.00 | $0.00 |
DisclosureSEC source: 0001964333-25-000009 · wk-form4_1737647307.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 · 360 shares Expires 2025-01-21 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 January 21, 2022, the reporting person was granted 360 restricted stock units, vesting on January 21, 2025, assuming continued service at that time. Read SEC document |
| January 21, 2025 Filed Jan 23, 2025 15:48 UTC |
Rowan Shannon BarrowEVP, Wealth Services
|
Tax withholdingCommon Stock | 128 | $62.18 | $7,959.04 |
DisclosureSEC source: 0001964333-25-000009 · wk-form4_1737647307.xml · nonDerivative · entry 2 Rowan Shannon Barrow · CIK 0001964490 · EVP, Wealth Services 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,783 Read SEC document |
| January 21, 2025 Filed Jan 23, 2025 15:48 UTC |
Rowan Shannon BarrowEVP, Wealth Services
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Exercise / conversionCommon Stock | 360 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001964333-25-000009 · wk-form4_1737647307.xml · nonDerivative · entry 1 Rowan Shannon Barrow · CIK 0001964490 · EVP, Wealth Services 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,911 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 |
| December 13, 2024 Filed Dec 13, 2024 18:41 UTC |
Barnwell Julian Forrest Jr.Director
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PurchaseCommon Stock | 3,000 | $68.75 | $206,250.00 |
DisclosureSEC source: 0001964333-24-000390 · wk-form4_1734115291.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: 182,939 Read SEC document |
| December 13, 2024 Filed Dec 16, 2024 08:50 UTC |
HINKLE GARY LDirector
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PurchaseCommon Stock | 110 | $69.65 | $7,661.50 |
DisclosureSEC source: 0001964333-24-000392 · wk-form4_1734357052.xml · nonDerivative · entry 2 HINKLE GARY L · CIK 0001186825 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · By Joint Revocable Trust Disclosed balance after: 243,355 Read SEC document |
| December 13, 2024 Filed Dec 16, 2024 08:50 UTC |
HINKLE GARY LDirector
|
PurchaseCommon Stock | 4,890 | $69.14 | $338,083.84 |
DisclosureSEC source: 0001964333-24-000392 · wk-form4_1734357052.xml · nonDerivative · entry 1 HINKLE GARY L · CIK 0001186825 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · By Joint Revocable Trust Disclosed balance after: 243,245 F1 · price: The price reported in Column 4 is a weighted average price. These shares were purchased in multiple transactions at prices ranging from $68.54 to $69.50, 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 |
| December 10, 2024 Filed Dec 12, 2024 19:37 UTC |
Ritchie Bradford EEVP, Chief Lending Officer
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OtherCommon Stock | 5,220 | $70.66 | $368,856.16 |
DisclosureSEC source: 0001964333-24-000388 · wk-form4_1734032215.xml · nonDerivative · entry 1 Ritchie Bradford E · CIK 0001538429 · EVP, Chief Lending Officer 10b5-1 filing: No plan indicated Ownership: Indirect · By ESOP Trust Disclosed balance after: 0 F1 · shares: Reflects an adjustment to include shares inadvertently excluded from the reporting person's prior Form 4. F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $70.50 to $70.80, 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 sold at each separate price within the ranges set forth in this footnote. Read SEC document |
| December 09, 2024 Filed Dec 9, 2024 17:08 UTC |
McLaughlin Shawn PatrickDirector
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PurchaseCommon Stock | 555 | $69.35 | $38,489.25 |
DisclosureSEC source: 0001964333-24-000386 · wk-form4_1733764126.xml · nonDerivative · entry 1 McLaughlin Shawn Patrick · CIK 0001964493 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 61,000 Read SEC document |
| December 05, 2024 Filed Dec 6, 2024 15:20 UTC |
McLaughlin Shawn PatrickDirector
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PurchaseCommon Stock | 195 | $69.50 | $13,552.50 |
DisclosureSEC source: 0001964333-24-000382 · wk-form4_1733498427.xml · nonDerivative · entry 1 McLaughlin Shawn Patrick · CIK 0001964493 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 60,445 Read SEC document |
| November 18, 2024 Filed Nov 19, 2024 16:07 UTC |
HINKLE GARY LDirector
|
PurchaseCommon Stock | 1,548 | $68.50 | $106,031.81 |
DisclosureSEC source: 0001964333-24-000370 · wk-form4_1732050470.xml · nonDerivative · entry 2 HINKLE GARY L · CIK 0001186825 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · By Joint Revocable Trust Disclosed balance after: 238,355 Read SEC document |
| November 18, 2024 Filed Dec 5, 2024 16:35 UTC Amendment |
HINKLE GARY LDirector
|
PurchaseCommon Stock | 1,548 | $68.50 | $106,031.81 |
DisclosureSEC source: 0001964333-24-000378 · wk-form4a_1733434537.xml · nonDerivative · entry 2 HINKLE GARY L · CIK 0001186825 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · By Joint Revocable Trust Disclosed balance after: 238,355 F2 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $68.27 to $69.00, inclusive. 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.