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 |
|---|---|---|---|---|---|---|
| November 15, 2024 Filed Nov 19, 2024 16:07 UTC |
HINKLE GARY LDirector
|
PurchaseCommon Stock | 3,652 | $68.56 | $250,395.73 |
DisclosureSEC source: 0001964333-24-000370 · wk-form4_1732050470.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: 236,807 Read SEC document |
| November 15, 2024 Filed Dec 5, 2024 16:35 UTC Amendment |
HINKLE GARY LDirector
|
PurchaseCommon Stock | 3,652 | $68.56 | $250,395.73 |
DisclosureSEC source: 0001964333-24-000378 · wk-form4a_1733434537.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: 236,807 F1 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $68.16 to $68.84, 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 footnotes (1) and (2) to this Form 4. Read SEC document |
| November 06, 2024 Filed Nov 8, 2024 16:49 UTC |
MADDY H CHARLES IIIDirector · President
|
Exercise / conversionStock Settled Appreciation Rights · Derivative | 5,000 | $0.00 Strike: $23.82 | $0.00 |
DisclosureSEC source: 0001964333-24-000360 · wk-form4_1731084548.xml · derivative · entry 5 MADDY H CHARLES III · CIK 0001186827 · Director · President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,544 Underlying: Common Stock · 5,000 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 |
| November 06, 2024 Filed Nov 8, 2024 16:49 UTC |
MADDY H CHARLES IIIDirector · President
|
Disposition to issuerCommon Stock | 1,677 | $71.04 | $119,134.08 |
DisclosureSEC source: 0001964333-24-000360 · wk-form4_1731084548.xml · nonDerivative · entry 2 MADDY H CHARLES III · CIK 0001186827 · Director · President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 24,125 Read SEC document |
| November 06, 2024 Filed Nov 8, 2024 16:49 UTC |
MADDY H CHARLES IIIDirector · President
|
Exercise / conversionCommon Stock | 5,000 | $23.82 | $119,100.00 |
DisclosureSEC source: 0001964333-24-000360 · wk-form4_1731084548.xml · nonDerivative · entry 1 MADDY H CHARLES III · CIK 0001186827 · Director · President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 25,802 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 |
| October 31, 2024 Filed Nov 4, 2024 21:00 UTC |
Burke James MasonDirector
|
SaleCommon Stock | 2,000 | $64.22 | $128,434.60 |
DisclosureSEC source: 0001964333-24-000358 · wk-form4_1730754040.xml · nonDerivative · entry 1 Burke James Mason · CIK 0001964477 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · As co-Trustee for The Burke Living Trust Disclosed balance after: 258,980 F1 · price: The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $63.91 to $64.435, 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 range set forth in this footnote (1) to this Form 4. F2 · balance_after: The reporting person inadvertently reported the acquisition of 6,000 shares of common stock on June 17, 2024 and a sale of 2,000 shares of common stock on July 31, 2024 to and from his direct holdings, respectively. Those transactions actually occurred with respect to the Burke Living Trust, and this Form 4 reflects the reporting person's correct direct and indirect holdings. Read SEC document |
| October 29, 2024 Filed Oct 30, 2024 12:47 UTC |
Anderson Mark GuthrieDirector
|
PurchaseCommon Stock | 300 | $64.07 | $19,219.50 |
DisclosureSEC source: 0001964333-24-000356 · wk-form4_1730292422.xml · nonDerivative · entry 2 Anderson Mark Guthrie · CIK 0001964482 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 19,400 Read SEC document |
| October 29, 2024 Filed Oct 30, 2024 12:47 UTC |
Anderson Mark GuthrieDirector
|
PurchaseCommon Stock | 900 | $64.24 | $57,815.91 |
DisclosureSEC source: 0001964333-24-000356 · wk-form4_1730292422.xml · nonDerivative · entry 1 Anderson Mark Guthrie · CIK 0001964482 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 19,100 Read SEC document |
| September 30, 2024 Filed Oct 2, 2024 09:19 UTC |
Welch Jeffrey A.EVP, Chief Credit Officer
|
Exercise / conversionRestricted Stock Units · Derivative | 960 | $0.00 | $0.00 |
DisclosureSEC source: 0001964333-24-000352 · wk-form4_1727875164.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 · 960 shares Expires 2024-09-30 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 January 21, 2022, the reporting person was granted 960 restricted stock units, vesting on September 30, 2024, assuming continued service at this time. F2 · derivative.expiration_date: On January 21, 2022, the reporting person was granted 960 restricted stock units, vesting on September 30, 2024, assuming continued service at this time. Read SEC document |
| September 30, 2024 Filed Oct 2, 2024 09:19 UTC |
Welch Jeffrey A.EVP, Chief Credit Officer
|
Exercise / conversionCommon Stock | 960 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001964333-24-000352 · wk-form4_1727875164.xml · nonDerivative · entry 1 Welch Jeffrey A. · CIK 0001442271 · EVP, Chief Credit Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,480 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 |
| August 31, 2024 Filed Sep 6, 2024 13:21 UTC |
Schmidt Jennifer PalmerEVP, Chief Risk Officer
|
GrantCommon Stock | 210 | $46.97 | $9,863.70 |
DisclosureSEC source: 0001964333-24-000349 · wk-form4_1725628888.xml · nonDerivative · entry 1 Schmidt Jennifer Palmer · CIK 0001964500 · EVP, Chief Risk Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 474 F1 · kind: Shares purchased pursuant to the Burke & Herbert Financial Services Corp. 2023 Employee Stock Purchase Plan ("ESPP"), for the ESPP purchase period of March 1, 2024, through August 31, 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 March 1, 2024, 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 |
| August 31, 2024 Filed Sep 6, 2024 13:21 UTC |
Rowan Shannon BarrowEVP, Wealth Services
|
GrantCommon Stock | 69 | $46.97 | $3,240.93 |
DisclosureSEC source: 0001964333-24-000350 · wk-form4_1725628899.xml · nonDerivative · entry 1 Rowan Shannon Barrow · CIK 0001964490 · EVP, Wealth Services 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,551 F1 · kind: Shares purchased pursuant to the Burke & Herbert Financial Services Corp. 2023 Employee Stock Purchase Plan ("ESPP"), for the ESPP purchase period of March 1, 2024, through August 31, 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 March 1, 2024, 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 |
| August 23, 2024 Filed Aug 26, 2024 12:46 UTC |
HINKLE GARY LDirector
|
PurchaseCommon Stock | 5,000 | $68.09 | $340,450.00 |
DisclosureSEC source: 0001964333-24-000346 · wk-form4_1724690771.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: 233,155 Read SEC document |
| August 15, 2024 Filed Aug 19, 2024 13:14 UTC |
George Georgette R.Director
|
GrantCommon Stock | 1,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001964333-24-000336 · wk-form4_1724073259.xml · nonDerivative · entry 1 George Georgette R. · CIK 0001486521 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 20,971 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 |
| August 15, 2024 Filed Aug 19, 2024 13:14 UTC |
Geary James P IIDirector
|
GrantCommon Stock | 1,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001964333-24-000338 · wk-form4_1724073281.xml · nonDerivative · entry 1 Geary James P II · CIK 0001400427 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 16,918 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 |
| August 15, 2024 Filed Aug 19, 2024 09:13 UTC |
HINKLE GARY LDirector
|
GrantCommon Stock | 1,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001964333-24-000331 · wk-form4_1724073209.xml · nonDerivative · entry 1 HINKLE GARY L · CIK 0001186825 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 10,288 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 |
| August 15, 2024 Filed Aug 19, 2024 09:13 UTC |
BEAN OSCAR MDirector
|
GrantCommon Stock | 1,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001964333-24-000332 · wk-form4_1724073219.xml · nonDerivative · entry 1 BEAN OSCAR M · CIK 0001186818 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 43,024 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 |
| August 15, 2024 Filed Aug 19, 2024 13:15 UTC |
PICCIRILLO CHARLESDirector
|
GrantCommon Stock | 1,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001964333-24-000340 · wk-form4_1724073301.xml · nonDerivative · entry 1 PICCIRILLO CHARLES · CIK 0001186833 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 18,820 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 |
| August 15, 2024 Filed Aug 19, 2024 09:14 UTC |
Kitzmiller Jason ADirector
|
GrantCommon Stock | 1,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001964333-24-000337 · wk-form4_1724073270.xml · nonDerivative · entry 1 Kitzmiller Jason A · CIK 0001747705 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 12,439 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 |
| August 15, 2024 Filed Aug 19, 2024 13:13 UTC |
Upson Jill SDirector
|
GrantCommon Stock | 1,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001964333-24-000333 · wk-form4_1724073229.xml · nonDerivative · entry 1 Upson Jill S · CIK 0001897254 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,112 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 |
| August 15, 2024 Filed Aug 19, 2024 13:15 UTC |
McLaughlin Shawn PatrickDirector
|
GrantCommon Stock | 1,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001964333-24-000343 · wk-form4_1724073332.xml · nonDerivative · entry 1 McLaughlin Shawn Patrick · CIK 0001964493 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 60,250 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 |
| August 15, 2024 Filed Aug 19, 2024 13:15 UTC |
Bonnafe Katherine DianeDirector
|
GrantCommon Stock | 1,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001964333-24-000344 · wk-form4_1724073343.xml · nonDerivative · entry 1 Bonnafe Katherine Diane · CIK 0001964513 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 7,200 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 |
| August 15, 2024 Filed Aug 19, 2024 13:14 UTC |
Hinson Samuel Laing IIIDirector
|
GrantCommon Stock | 1,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001964333-24-000339 · wk-form4_1724073291.xml · nonDerivative · entry 1 Hinson Samuel Laing III · CIK 0001964525 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 26,560 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 |
| August 15, 2024 Filed Aug 19, 2024 13:14 UTC |
Barnwell Julian Forrest Jr.Director
|
GrantCommon Stock | 1,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001964333-24-000335 · wk-form4_1724073249.xml · nonDerivative · entry 1 Barnwell Julian Forrest Jr. · CIK 0001964518 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 20,580 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 |
| August 15, 2024 Filed Aug 19, 2024 13:15 UTC |
Anderson Mark GuthrieDirector
|
GrantCommon Stock | 1,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001964333-24-000342 · wk-form4_1724073322.xml · nonDerivative · entry 1 Anderson Mark Guthrie · CIK 0001964482 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 18,200 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 |
| August 15, 2024 Filed Aug 19, 2024 13:15 UTC |
Burke James MasonDirector
|
GrantCommon Stock | 1,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001964333-24-000341 · wk-form4_1724073312.xml · nonDerivative · entry 1 Burke James Mason · CIK 0001964477 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 12,480 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 |
| August 15, 2024 Filed Aug 19, 2024 13:14 UTC |
Riojas Jose DavidDirector
|
GrantCommon Stock | 1,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001964333-24-000334 · wk-form4_1724073239.xml · nonDerivative · entry 1 Riojas Jose David · CIK 0001964476 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 11,000 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 |
| August 09, 2024 Filed Aug 9, 2024 18:23 UTC |
McLaughlin Shawn PatrickDirector
|
PurchaseCommon Stock | 500 | $59.00 | $29,500.00 |
DisclosureSEC source: 0001964333-24-000311 · wk-form4_1723227823.xml · nonDerivative · entry 1 McLaughlin Shawn Patrick · CIK 0001964493 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 59,250 Read SEC document |
| August 05, 2024 Filed Aug 5, 2024 20:21 UTC |
McLaughlin Shawn PatrickDirector
|
PurchaseCommon Stock | 250 | $59.50 | $14,875.00 |
DisclosureSEC source: 0001964333-24-000309 · wk-form4_1722889306.xml · nonDerivative · entry 1 McLaughlin Shawn Patrick · CIK 0001964493 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 58,750 Read SEC document |
| July 31, 2024 Filed Aug 1, 2024 19:15 UTC |
Burke James MasonDirector
|
SaleCommon Stock | 2,000 | $66.81 | $133,618.00 |
DisclosureSEC source: 0001964333-24-000307 · wk-form4_1722539708.xml · nonDerivative · entry 1 Burke James Mason · CIK 0001964477 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 11,480 Read SEC document |
| July 24, 2024 Filed Jul 25, 2024 20:39 UTC |
TISSUE ROBERT SEVP, Financial Strategy
|
Exercise / conversionStock Settled Appreciation Rights · Derivative | 5,430 | $0.00 Strike: $23.82 | $0.00 |
DisclosureSEC source: 0001964333-24-000302 · wk-form4_1721939934.xml · derivative · entry 5 TISSUE ROBERT S · CIK 0001186836 · EVP, Financial Strategy 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 5,430 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 |
| July 24, 2024 Filed Jul 25, 2024 20:39 UTC |
TISSUE ROBERT SEVP, Financial Strategy
|
Disposition to issuerCommon Stock | 2,029 | $63.75 | $129,348.75 |
DisclosureSEC source: 0001964333-24-000302 · wk-form4_1721939934.xml · nonDerivative · entry 2 TISSUE ROBERT S · CIK 0001186836 · EVP, Financial Strategy 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 33,655 Read SEC document |
| July 24, 2024 Filed Jul 25, 2024 20:39 UTC |
TISSUE ROBERT SEVP, Financial Strategy
|
Exercise / conversionCommon Stock | 5,430 | $23.82 | $129,342.60 |
DisclosureSEC source: 0001964333-24-000302 · wk-form4_1721939934.xml · nonDerivative · entry 1 TISSUE ROBERT S · CIK 0001186836 · EVP, Financial Strategy 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 35,684 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 |
| June 17, 2024 Filed Jun 18, 2024 17:41 UTC |
BOYLE DAVID PDirector · Chair & CEO
|
Exercise / conversionRestricted Stock Units · Derivative | 8,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001964333-24-000282 · wk-form4_1718732495.xml · derivative · entry 6 BOYLE DAVID P · CIK 0001202722 · Director · Chair & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 8,000 shares Expires 2026-12-31 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: As a result of the satisfaction of the performance condition, award vested as of June 17, 2024. Read SEC document |
| June 17, 2024 Filed Jun 18, 2024 17:41 UTC |
BOYLE DAVID PDirector · Chair & CEO
|
Exercise / conversionPerformance-Based Restricted Stock Units · Derivative | 8,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001964333-24-000282 · wk-form4_1718732495.xml · derivative · entry 5 BOYLE DAVID P · CIK 0001202722 · Director · Chair & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 8,000 shares Expires not disclosed 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: As a result of the satisfaction of the performance condition, award vested as of June 17, 2024. F2 · derivative.expiration_date: As a result of the satisfaction of the performance condition, award vested as of June 17, 2024. Read SEC document |
| June 17, 2024 Filed Jun 18, 2024 17:41 UTC |
BOYLE DAVID PDirector · Chair & CEO
|
Tax withholdingCommon Stock | 2,706 | $47.46 | $128,426.76 |
DisclosureSEC source: 0001964333-24-000282 · wk-form4_1718732495.xml · nonDerivative · entry 4 BOYLE DAVID P · CIK 0001202722 · Director · Chair & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 28,852 Read SEC document |
| June 17, 2024 Filed Jun 18, 2024 17:41 UTC |
BOYLE DAVID PDirector · Chair & CEO
|
Exercise / conversionCommon Stock | 8,000 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001964333-24-000282 · wk-form4_1718732495.xml · nonDerivative · entry 3 BOYLE DAVID P · CIK 0001202722 · Director · Chair & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 31,558 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 |
| June 17, 2024 Filed Jun 18, 2024 17:41 UTC |
BOYLE DAVID PDirector · Chair & CEO
|
Tax withholdingCommon Stock | 2,408 | $47.46 | $114,283.68 |
DisclosureSEC source: 0001964333-24-000282 · wk-form4_1718732495.xml · nonDerivative · entry 2 BOYLE DAVID P · CIK 0001202722 · Director · Chair & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 23,558 Read SEC document |
| June 17, 2024 Filed Jun 18, 2024 17:41 UTC |
BOYLE DAVID PDirector · Chair & CEO
|
Exercise / conversionCommon Stock | 8,000 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001964333-24-000282 · wk-form4_1718732495.xml · nonDerivative · entry 1 BOYLE DAVID P · CIK 0001202722 · Director · Chair & CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 25,966 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 |
| June 17, 2024 Filed Jun 18, 2024 17:42 UTC |
Halyama Roy EugeneEVP, Chief Financial Officer
|
Exercise / conversionRestricted Stock Units · Derivative | 3,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001964333-24-000285 · wk-form4_1718732528.xml · derivative · entry 6 Halyama Roy Eugene · CIK 0001964158 · EVP, Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 3,000 shares Expires 2026-12-31 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: As a result of the satisfaction of the performance condition, award vested as of June 17, 2024. Read SEC document |
| June 17, 2024 Filed Jun 18, 2024 17:42 UTC |
Halyama Roy EugeneEVP, Chief Financial Officer
|
Exercise / conversionPerformance-Based Restricted Stock Units · Derivative | 3,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001964333-24-000285 · wk-form4_1718732528.xml · derivative · entry 5 Halyama Roy Eugene · CIK 0001964158 · EVP, Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 3,000 shares Expires not disclosed 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: As a result of the satisfaction of the performance condition, award vested as of June 17, 2024. F2 · derivative.expiration_date: As a result of the satisfaction of the performance condition, award vested as of June 17, 2024. Read SEC document |
| June 17, 2024 Filed Jun 18, 2024 17:42 UTC |
Halyama Roy EugeneEVP, Chief Financial Officer
|
Tax withholdingCommon Stock | 903 | $47.46 | $42,856.38 |
DisclosureSEC source: 0001964333-24-000285 · wk-form4_1718732528.xml · nonDerivative · entry 4 Halyama Roy Eugene · CIK 0001964158 · EVP, Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,604 Read SEC document |
| June 17, 2024 Filed Jun 18, 2024 17:42 UTC |
Halyama Roy EugeneEVP, Chief Financial Officer
|
Exercise / conversionCommon Stock | 3,000 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001964333-24-000285 · wk-form4_1718732528.xml · nonDerivative · entry 3 Halyama Roy Eugene · CIK 0001964158 · EVP, Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 6,507 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 |
| June 17, 2024 Filed Jun 18, 2024 17:42 UTC |
Halyama Roy EugeneEVP, Chief Financial Officer
|
Tax withholdingCommon Stock | 903 | $47.46 | $42,856.38 |
DisclosureSEC source: 0001964333-24-000285 · wk-form4_1718732528.xml · nonDerivative · entry 2 Halyama Roy Eugene · CIK 0001964158 · EVP, Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,507 Read SEC document |
| June 17, 2024 Filed Jun 18, 2024 17:42 UTC |
Halyama Roy EugeneEVP, Chief Financial Officer
|
Exercise / conversionCommon Stock | 3,000 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001964333-24-000285 · wk-form4_1718732528.xml · nonDerivative · entry 1 Halyama Roy Eugene · CIK 0001964158 · EVP, Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,410 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 |
| June 17, 2024 Filed Jun 18, 2024 17:43 UTC |
Bonnafe Katherine DianeDirector
|
Exercise / conversionRestricted Stock Units · Derivative | 3,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001964333-24-000290 · wk-form4_1718732593.xml · derivative · entry 4 Bonnafe Katherine Diane · CIK 0001964513 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 3,000 shares Expires 2026-12-31 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: As a result of the satisfaction of the performance condition, award vested as of June 17, 2024. Read SEC document |
| June 17, 2024 Filed Jun 18, 2024 17:43 UTC |
Bonnafe Katherine DianeDirector
|
Exercise / conversionPerformance-Based Restricted Stock Units · Derivative | 3,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001964333-24-000290 · wk-form4_1718732593.xml · derivative · entry 3 Bonnafe Katherine Diane · CIK 0001964513 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 3,000 shares Expires not disclosed 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: As a result of the satisfaction of the performance condition, award vested as of June 17, 2024. F2 · derivative.expiration_date: As a result of the satisfaction of the performance condition, award vested as of June 17, 2024. Read SEC document |
| June 17, 2024 Filed Jun 18, 2024 17:43 UTC |
Bonnafe Katherine DianeDirector
|
Exercise / conversionCommon Stock | 3,000 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001964333-24-000290 · wk-form4_1718732593.xml · nonDerivative · entry 2 Bonnafe Katherine Diane · CIK 0001964513 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 6,200 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 |
| June 17, 2024 Filed Jun 18, 2024 17:43 UTC |
Bonnafe Katherine DianeDirector
|
Exercise / conversionCommon Stock | 3,000 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001964333-24-000290 · wk-form4_1718732593.xml · nonDerivative · entry 1 Bonnafe Katherine Diane · CIK 0001964513 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,200 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 |
| June 17, 2024 Filed Jun 18, 2024 17:42 UTC |
McLaughlin Shawn PatrickDirector
|
Exercise / conversionRestricted Stock Units · Derivative | 3,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001964333-24-000287 · wk-form4_1718732553.xml · derivative · entry 5 McLaughlin Shawn Patrick · CIK 0001964493 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 3,000 shares Expires 2026-12-31 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: As a result of the satisfaction of the performance condition, award vested as of June 17, 2024. 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.