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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 17, 2024 Filed Jun 18, 2024 17:42 UTC Exercise / conversionPerformance-Based Restricted Stock Units · Derivative 3,000 $0.00 $0.00
Disclosure

SEC source: 0001964333-24-000287 · wk-form4_1718732553.xml · derivative · entry 4

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 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 Exercise / conversionCommon Stock 3,000 Not disclosed Not disclosed
Disclosure

SEC source: 0001964333-24-000287 · wk-form4_1718732553.xml · nonDerivative · entry 2

McLaughlin Shawn Patrick · CIK 0001964493 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 58,500

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 Exercise / conversionCommon Stock 3,000 Not disclosed Not disclosed
Disclosure

SEC source: 0001964333-24-000287 · wk-form4_1718732553.xml · nonDerivative · entry 1

McLaughlin Shawn Patrick · CIK 0001964493 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 55,500

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 Exercise / conversionRestricted Stock Units · Derivative 3,000 $0.00 $0.00
Disclosure

SEC source: 0001964333-24-000283 · wk-form4_1718732506.xml · derivative · entry 6

Hinson Samuel Laing III · CIK 0001964525 · 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 17:41 UTC Exercise / conversionPerformance-Based Restricted Stock Units · Derivative 3,000 $0.00 $0.00
Disclosure

SEC source: 0001964333-24-000283 · wk-form4_1718732506.xml · derivative · entry 5

Hinson Samuel Laing III · CIK 0001964525 · 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 17:41 UTC Exercise / conversionCommon Stock 3,000 Not disclosed Not disclosed
Disclosure

SEC source: 0001964333-24-000283 · wk-form4_1718732506.xml · nonDerivative · entry 2

Hinson Samuel Laing III · CIK 0001964525 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 25,560

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 Exercise / conversionCommon Stock 3,000 Not disclosed Not disclosed
Disclosure

SEC source: 0001964333-24-000283 · wk-form4_1718732506.xml · nonDerivative · entry 1

Hinson Samuel Laing III · CIK 0001964525 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 22,560

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 Exercise / conversionRestricted Stock Units · Derivative 3,000 $0.00 $0.00
Disclosure

SEC source: 0001964333-24-000288 · wk-form4_1718732565.xml · derivative · entry 8

Barnwell Julian Forrest Jr. · CIK 0001964518 · 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 17:42 UTC Exercise / conversionPerformance-Based Restricted Stock Units · Derivative 3,000 $0.00 $0.00
Disclosure

SEC source: 0001964333-24-000288 · wk-form4_1718732565.xml · derivative · entry 7

Barnwell Julian Forrest Jr. · CIK 0001964518 · 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 17:42 UTC Exercise / conversionCommon Stock 3,000 Not disclosed Not disclosed
Disclosure

SEC source: 0001964333-24-000288 · wk-form4_1718732565.xml · nonDerivative · entry 2

Barnwell Julian Forrest Jr. · CIK 0001964518 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 19,580

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 Exercise / conversionCommon Stock 3,000 Not disclosed Not disclosed
Disclosure

SEC source: 0001964333-24-000288 · wk-form4_1718732565.xml · nonDerivative · entry 1

Barnwell Julian Forrest Jr. · CIK 0001964518 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 16,580

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 Exercise / conversionRestricted Stock Units · Derivative 3,000 $0.00 $0.00
Disclosure

SEC source: 0001964333-24-000289 · wk-form4_1718732581.xml · derivative · entry 5

Riojas Jose David · CIK 0001964476 · 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 Exercise / conversionPerformance-Based Restricted Stock Units · Derivative 3,000 $0.00 $0.00
Disclosure

SEC source: 0001964333-24-000289 · wk-form4_1718732581.xml · derivative · entry 4

Riojas Jose David · CIK 0001964476 · 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 Exercise / conversionCommon Stock 3,000 Not disclosed Not disclosed
Disclosure

SEC source: 0001964333-24-000289 · wk-form4_1718732581.xml · nonDerivative · entry 2

Riojas Jose David · CIK 0001964476 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 10,000

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 Exercise / conversionCommon Stock 3,000 Not disclosed Not disclosed
Disclosure

SEC source: 0001964333-24-000289 · wk-form4_1718732581.xml · nonDerivative · entry 1

Riojas Jose David · CIK 0001964476 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 7,000

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 Exercise / conversionRestricted Stock Units · Derivative 3,000 $0.00 $0.00
Disclosure

SEC source: 0001964333-24-000286 · wk-form4_1718732542.xml · derivative · entry 4

Anderson Mark Guthrie · CIK 0001964482 · 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 17:42 UTC Exercise / conversionPerformance-Based Restricted Stock Units · Derivative 3,000 $0.00 $0.00
Disclosure

SEC source: 0001964333-24-000286 · wk-form4_1718732542.xml · derivative · entry 3

Anderson Mark Guthrie · CIK 0001964482 · 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 17:42 UTC Exercise / conversionCommon Stock 3,000 Not disclosed Not disclosed
Disclosure

SEC source: 0001964333-24-000286 · wk-form4_1718732542.xml · nonDerivative · entry 2

Anderson Mark Guthrie · CIK 0001964482 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 17,200

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 Exercise / conversionCommon Stock 3,000 Not disclosed Not disclosed
Disclosure

SEC source: 0001964333-24-000286 · wk-form4_1718732542.xml · nonDerivative · entry 1

Anderson Mark Guthrie · CIK 0001964482 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 14,200

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 Exercise / conversionRestricted Stock Units · Derivative 3,000 $0.00 $0.00
Disclosure

SEC source: 0001964333-24-000284 · wk-form4_1718732517.xml · derivative · entry 5

Burke James Mason · CIK 0001964477 · 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 17:42 UTC Exercise / conversionPerformance-Based Restricted Stock Units · Derivative 3,000 $0.00 $0.00
Disclosure

SEC source: 0001964333-24-000284 · wk-form4_1718732517.xml · derivative · entry 4

Burke James Mason · CIK 0001964477 · 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 17:42 UTC Exercise / conversionCommon Stock 3,000 Not disclosed Not disclosed
Disclosure

SEC source: 0001964333-24-000284 · wk-form4_1718732517.xml · nonDerivative · entry 2

Burke James Mason · CIK 0001964477 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 13,480

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 convert into common stock on a one-for-one basis.

Read SEC document
June 17, 2024 Filed Jun 18, 2024 17:42 UTC Exercise / conversionCommon Stock 3,000 Not disclosed Not disclosed
Disclosure

SEC source: 0001964333-24-000284 · wk-form4_1718732517.xml · nonDerivative · entry 1

Burke James Mason · CIK 0001964477 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 10,480

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 convert into common stock on a one-for-one basis.

Read SEC document
June 10, 2024 Filed Jun 11, 2024 10:05 UTC PurchaseCommon Stock 400 $47.15 $18,860.00
Disclosure

SEC source: 0001964333-24-000270 · wk-form4_1718100316.xml · nonDerivative · entry 3

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: 16,000

Read SEC document
June 10, 2024 Filed Jun 11, 2024 10:05 UTC PurchaseCommon Stock 500 $47.50 $23,750.00
Disclosure

SEC source: 0001964333-24-000270 · wk-form4_1718100316.xml · nonDerivative · entry 2

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: 15,600

Read SEC document
June 10, 2024 Filed Jun 11, 2024 10:05 UTC PurchaseCommon Stock 497 $47.75 $23,731.75
Disclosure

SEC source: 0001964333-24-000270 · wk-form4_1718100316.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: 15,100

Read SEC document
June 06, 2024 Filed Jun 7, 2024 12:08 UTC PurchaseCommon Stock 3 $47.75 $143.25
Disclosure

SEC source: 0001964333-24-000268 · wk-form4_1717762130.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: 14,603

Read SEC document
June 04, 2024 Filed Jun 5, 2024 14:12 UTC PurchaseCommon Stock 1,000 $48.49 $48,488.00
Disclosure

SEC source: 0001964333-24-000266 · wk-form4_1717596733.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: 90,221

Read SEC document
June 03, 2024 Filed Jun 4, 2024 12:50 UTC
BOYLE DAVID PDirector · Chair & CEO
Exercise / conversionRestricted Stock Units · Derivative 1,520 $0.00 $0.00
Disclosure

SEC source: 0001964333-24-000264 · wk-form4_1717505402.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 · 1,520 shares

Expires 2024-06-03

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 June 3, 2019, the reporting person was granted 1,520 restricted stock units, vesting on June 3, 2024, assuming continued service at that time.

Read SEC document
June 03, 2024 Filed Jun 4, 2024 12:50 UTC
BOYLE DAVID PDirector · Chair & CEO
Tax withholdingCommon Stock 459 $50.10 $22,995.90
Disclosure

SEC source: 0001964333-24-000264 · wk-form4_1717505402.xml · nonDerivative · entry 2

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

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 17,966

Read SEC document
June 03, 2024 Filed Jun 4, 2024 12:50 UTC
BOYLE DAVID PDirector · Chair & CEO
Exercise / conversionCommon Stock 1,520 Not disclosed Not disclosed
Disclosure

SEC source: 0001964333-24-000264 · wk-form4_1717505402.xml · nonDerivative · entry 1

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

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 18,425

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 03, 2024 Filed Jun 13, 2024 19:37 UTC PurchaseCommon Stock 18 $49.67 $894.06
Disclosure

SEC source: 0001964333-24-000272 · wk-form4_1718307437.xml · nonDerivative · entry 14

Barnwell Julian Forrest Jr. · CIK 0001964518 · Director

10b5-1 filing: No plan indicated

Ownership: Indirect · Julian F Barnwell, Jr Irrevocable Trust

Disclosed balance after: 1,000

Read SEC document
June 03, 2024 Filed Jun 13, 2024 19:37 UTC PurchaseCommon Stock 182 $49.66 $9,038.12
Disclosure

SEC source: 0001964333-24-000272 · wk-form4_1718307437.xml · nonDerivative · entry 13

Barnwell Julian Forrest Jr. · CIK 0001964518 · Director

10b5-1 filing: No plan indicated

Ownership: Indirect · Julian F Barnwell, Jr Irrevocable Trust

Disclosed balance after: 982

Read SEC document
June 03, 2024 Filed Jun 13, 2024 19:37 UTC PurchaseCommon Stock 200 $49.64 $9,928.00
Disclosure

SEC source: 0001964333-24-000272 · wk-form4_1718307437.xml · nonDerivative · entry 12

Barnwell Julian Forrest Jr. · CIK 0001964518 · Director

10b5-1 filing: No plan indicated

Ownership: Indirect · Julian F Barnwell, Jr Irrevocable Trust

Disclosed balance after: 800

Read SEC document
June 03, 2024 Filed Jun 13, 2024 19:37 UTC PurchaseCommon Stock 100 $49.63 $4,962.50
Disclosure

SEC source: 0001964333-24-000272 · wk-form4_1718307437.xml · nonDerivative · entry 11

Barnwell Julian Forrest Jr. · CIK 0001964518 · Director

10b5-1 filing: No plan indicated

Ownership: Indirect · Julian F Barnwell, Jr Irrevocable Trust

Disclosed balance after: 600

Read SEC document
June 03, 2024 Filed Jun 13, 2024 19:37 UTC PurchaseCommon Stock 100 $49.62 $4,962.00
Disclosure

SEC source: 0001964333-24-000272 · wk-form4_1718307437.xml · nonDerivative · entry 10

Barnwell Julian Forrest Jr. · CIK 0001964518 · Director

10b5-1 filing: No plan indicated

Ownership: Indirect · Julian F Barnwell, Jr Irrevocable Trust

Disclosed balance after: 500

Read SEC document
June 03, 2024 Filed Jun 13, 2024 19:37 UTC PurchaseCommon Stock 100 $49.60 $4,960.00
Disclosure

SEC source: 0001964333-24-000272 · wk-form4_1718307437.xml · nonDerivative · entry 9

Barnwell Julian Forrest Jr. · CIK 0001964518 · Director

10b5-1 filing: No plan indicated

Ownership: Indirect · Julian F Barnwell, Jr Irrevocable Trust

Disclosed balance after: 400

Read SEC document
June 03, 2024 Filed Jun 13, 2024 19:37 UTC PurchaseCommon Stock 100 $49.58 $4,958.00
Disclosure

SEC source: 0001964333-24-000272 · wk-form4_1718307437.xml · nonDerivative · entry 8

Barnwell Julian Forrest Jr. · CIK 0001964518 · Director

10b5-1 filing: No plan indicated

Ownership: Indirect · Julian F Barnwell, Jr Irrevocable Trust

Disclosed balance after: 300

Read SEC document
June 03, 2024 Filed Jun 13, 2024 19:37 UTC PurchaseCommon Stock 100 $49.54 $4,954.00
Disclosure

SEC source: 0001964333-24-000272 · wk-form4_1718307437.xml · nonDerivative · entry 7

Barnwell Julian Forrest Jr. · CIK 0001964518 · Director

10b5-1 filing: No plan indicated

Ownership: Indirect · Julian F Barnwell, Jr Irrevocable Trust

Disclosed balance after: 200

Read SEC document
June 03, 2024 Filed Jun 13, 2024 19:37 UTC PurchaseCommon Stock 100 $49.52 $4,952.00
Disclosure

SEC source: 0001964333-24-000272 · wk-form4_1718307437.xml · nonDerivative · entry 6

Barnwell Julian Forrest Jr. · CIK 0001964518 · Director

10b5-1 filing: No plan indicated

Ownership: Indirect · Julian F Barnwell, Jr Irrevocable Trust

Disclosed balance after: 100

Read SEC document
June 03, 2024 Filed Jun 13, 2024 19:37 UTC PurchaseCommon Stock 897 $49.74 $44,612.30
Disclosure

SEC source: 0001964333-24-000272 · wk-form4_1718307437.xml · nonDerivative · entry 5

Barnwell Julian Forrest Jr. · CIK 0001964518 · Director

10b5-1 filing: No plan indicated

Ownership: Indirect · Trustee for Patricia Barnwell Irrevocable Trust

Disclosed balance after: 179,939

Read SEC document
June 03, 2024 Filed Jun 13, 2024 19:37 UTC PurchaseCommon Stock 100 $49.74 $4,974.00
Disclosure

SEC source: 0001964333-24-000272 · wk-form4_1718307437.xml · nonDerivative · entry 4

Barnwell Julian Forrest Jr. · CIK 0001964518 · Director

10b5-1 filing: No plan indicated

Ownership: Indirect · Trustee for Patricia Barnwell Irrevocable Trust

Disclosed balance after: 179,042

Read SEC document
June 03, 2024 Filed Jun 13, 2024 19:37 UTC PurchaseCommon Stock 1 $49.80 $49.80
Disclosure

SEC source: 0001964333-24-000272 · wk-form4_1718307437.xml · nonDerivative · entry 3

Barnwell Julian Forrest Jr. · CIK 0001964518 · Director

10b5-1 filing: No plan indicated

Ownership: Indirect · Trustee for Patricia Barnwell Irrevocable Trust

Disclosed balance after: 178,942

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June 03, 2024 Filed Jun 13, 2024 19:37 UTC PurchaseCommon Stock 2,000 $49.71 $99,425.60
Disclosure

SEC source: 0001964333-24-000272 · wk-form4_1718307437.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: 178,941

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June 03, 2024 Filed Jun 13, 2024 19:37 UTC PurchaseCommon Stock 2 $49.86 $99.72
Disclosure

SEC source: 0001964333-24-000272 · wk-form4_1718307437.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: 176,941

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May 23, 2024 Filed May 23, 2024 20:15 UTC PurchaseCommon Stock 3,000 $48.00 $144,000.00
Disclosure

SEC source: 0001964333-24-000248 · wk-form4_1716495297.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: 89,221

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May 23, 2024 Filed May 24, 2024 12:13 UTC PurchaseCommon Stock 600 $48.00 $28,800.00
Disclosure

SEC source: 0001964333-24-000250 · wk-form4_1716552796.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: 14,600

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May 22, 2024 Filed May 22, 2024 16:01 UTC PurchaseCommon Stock 3,482 $49.47 $172,246.88
Disclosure

SEC source: 0001964333-24-000244 · wk-form4_1716408093.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: 228,155

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May 22, 2024 Filed May 22, 2024 19:20 UTC PurchaseCommon Stock 650 $49.30 $32,045.00
Disclosure

SEC source: 0001964333-24-000242 · wk-form4_1716405624.xml · nonDerivative · entry 1

McLaughlin Shawn Patrick · CIK 0001964493 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 52,500

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May 22, 2024 Filed May 22, 2024 20:05 UTC PurchaseCommon Stock 2,000 $49.20 $98,400.00
Disclosure

SEC source: 0001964333-24-000246 · wk-form4_1716408329.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: 176,939

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.