Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Burke & Herbert Financial Services Corp.BHRB · Entity 4722 | Director | August 30, 2023 | August 30, 2023 |
Disclosed balances
About these balances
Latest available filing per company, not a reconstructed current portfolio. Matching sequences show the last reported balance with all source rows expandable; grouping alone does not establish account ownership. Do not add unresolved positions together. Filings may omit unchanged positions, and amendments may correct only part of an older disclosure. Jointly reported shares are not necessarily this owner's personal holdings.
Burke & Herbert Financial Services Corp.
Report date August 30, 2023 · Filed August 30, 2023
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 4,440 |
Reported balance
After 2023-08-30 transaction · row 1
1 source rowRow 1 · 2023-08-30 · Purchase · Acquired 400 · Balance 4,440 |
| Common StockSEC Table I · non-derivative | IndirectHeld by spouse | 400 |
Reported balance
Holding disclosure · report date 2023-08-30 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 400 |
Transaction history
JSON APIPurchases/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 | Company | Activity / security | Shares / units | Reported price | Reported value | Details |
|---|---|---|---|---|---|---|
| August 30, 2023 Filed Aug 30, 2023 14:57 UTC | Burke & Herbert Financial Services Corp. BHRB · Entity 4722 | PurchaseCommon Stock | 400 | $49.90 | $19,960.00 |
DisclosureSEC source: 0001964333-23-000179 · wk-form4_1693421818.xml · nonDerivative · entry 1 Carosi Nicholas III · CIK 0001546069 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,440 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.