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 12, 2026 | August 14, 2026 |
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 12, 2026 · Filed August 14, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 4,128 |
Reported balance
After 2026-08-12 transaction · row 1
1 source rowRow 1 · 2026-08-12 · Purchase · Acquired 1,200 · Balance 4,128 |
Past disclosures · reporting ended (1)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
LINKBANCORP, Inc.
Report date May 01, 2026 · Filed May 01, 2026
Section 16 reporting ended · disclosed 2026-05-01. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 0 |
Reported balance
After 2026-05-01 transaction · row 1
1 source rowRow 1 · 2026-05-01 · Disposition to issuer · Disposed 14,285 · Balance 0 F1: Pursuant to the Agreement and Plan of Merger dated December 18, 2025 between the Issuer and Burke & Herbert Financial Services Corp. ("Burke & Herbert"), each issued and outstanding share of Issuer common stock was converted into the right to receive 0.1350 shares of common stock of Burke & Herbert. Holders of Issuer Common Stock will receive cash in lieu of fractional shares of Burke & Herbert common stock in accordance with the terms of the Agreement and Plan of Merger. |
| Stock OptionsSEC Table II · derivative / convertible security · Conversion / exercise price $10.00 · Expires 2029-06-14 | Direct | 0 |
Reported balance
After 2026-05-01 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2026-05-01 · Disposition to issuer · Disposed 5,000 · Balance 0 F2: This option converted into a stock option exercisable for a number of shares of Burke & Herbert common stock equal to the number of shares of Issuer common stock underlying the option multiplied by 0.1350, rounded down to the nearest whole share, with an exercise price per share of Burke & Herbert common stock equal to the exercise price applicable to the underlying option divided by 0.1350, rounded up to the nearest cent. |
Filing footnotes · ownership attribution and instrument terms
F1: Pursuant to the Agreement and Plan of Merger dated December 18, 2025 between the Issuer and Burke & Herbert Financial Services Corp. ("Burke & Herbert"), each issued and outstanding share of Issuer common stock was converted into the right to receive 0.1350 shares of common stock of Burke & Herbert. Holders of Issuer Common Stock will receive cash in lieu of fractional shares of Burke & Herbert common stock in accordance with the terms of the Agreement and Plan of Merger.
F2: This option converted into a stock option exercisable for a number of shares of Burke & Herbert common stock equal to the number of shares of Issuer common stock underlying the option multiplied by 0.1350, rounded down to the nearest whole share, with an exercise price per share of Burke & Herbert common stock equal to the exercise price applicable to the underlying option divided by 0.1350, rounded up to the nearest cent.
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 12, 2026 Filed Aug 14, 2026 12:33 UTC | Burke & Herbert Financial Services Corp. BHRB · Entity 4722 | PurchaseCommon Stock | 1,200 | $73.67 | $88,398.12 |
DisclosureSEC source: 0001945031-26-000013 · wk-form4_1786710831.xml · nonDerivative · entry 1 Poillon Diane · CIK 0001945031 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,128 Read SEC document |
| June 19, 2026 Filed Jun 22, 2026 15:23 UTC | Burke & Herbert Financial Services Corp. BHRB · Entity 4722 | GrantCommon Stock | 1,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001945031-26-000011 · wk-form4_1782141830.xml · nonDerivative · entry 1 Poillon Diane · CIK 0001945031 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,928 F1 · shares: Restricted stock units awarded for service as a director. The units vest on the first anniversary of the grant date, subject to continued service and satisfaction of attendance requirements. Read SEC document |
| May 01, 2026 Filed May 1, 2026 18:03 UTC | Burke & Herbert Financial Services Corp. BHRB · Entity 4722 | GrantStock Options · Derivative | 675 | Not disclosed Strike: $74.08 | Not disclosed |
DisclosureSEC source: 0001945031-26-000009 · wk-form4_1777658607.xml · derivative · entry 2 Poillon Diane · CIK 0001945031 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 675 Underlying: Common Stock · 675 shares Expires 2029-06-14 F2 · derivative.exercise_price: Pursuant to the Merger Agreement by and between LNKB and BHRB, effective as of the Closing Date, each of the Reporting Person's LNKB options outstanding at the Closing Date were converted into the right to receive an option of Burke & Herbert, subject to the same terms and conditions as applied to the corresponding LNKB Option immediately prior to the Closing Date, as adjusted pursuant to the Merger Agreement. F2 · date: Pursuant to the Merger Agreement by and between LNKB and BHRB, effective as of the Closing Date, each of the Reporting Person's LNKB options outstanding at the Closing Date were converted into the right to receive an option of Burke & Herbert, subject to the same terms and conditions as applied to the corresponding LNKB Option immediately prior to the Closing Date, as adjusted pursuant to the Merger Agreement. F2 · shares: Pursuant to the Merger Agreement by and between LNKB and BHRB, effective as of the Closing Date, each of the Reporting Person's LNKB options outstanding at the Closing Date were converted into the right to receive an option of Burke & Herbert, subject to the same terms and conditions as applied to the corresponding LNKB Option immediately prior to the Closing Date, as adjusted pursuant to the Merger Agreement. F2 · price: Pursuant to the Merger Agreement by and between LNKB and BHRB, effective as of the Closing Date, each of the Reporting Person's LNKB options outstanding at the Closing Date were converted into the right to receive an option of Burke & Herbert, subject to the same terms and conditions as applied to the corresponding LNKB Option immediately prior to the Closing Date, as adjusted pursuant to the Merger Agreement. F2 · derivative.exercise_date: Pursuant to the Merger Agreement by and between LNKB and BHRB, effective as of the Closing Date, each of the Reporting Person's LNKB options outstanding at the Closing Date were converted into the right to receive an option of Burke & Herbert, subject to the same terms and conditions as applied to the corresponding LNKB Option immediately prior to the Closing Date, as adjusted pursuant to the Merger Agreement. F2 · derivative.expiration_date: Pursuant to the Merger Agreement by and between LNKB and BHRB, effective as of the Closing Date, each of the Reporting Person's LNKB options outstanding at the Closing Date were converted into the right to receive an option of Burke & Herbert, subject to the same terms and conditions as applied to the corresponding LNKB Option immediately prior to the Closing Date, as adjusted pursuant to the Merger Agreement. F2 · derivative.underlying_shares: Pursuant to the Merger Agreement by and between LNKB and BHRB, effective as of the Closing Date, each of the Reporting Person's LNKB options outstanding at the Closing Date were converted into the right to receive an option of Burke & Herbert, subject to the same terms and conditions as applied to the corresponding LNKB Option immediately prior to the Closing Date, as adjusted pursuant to the Merger Agreement. F2 · balance_after: Pursuant to the Merger Agreement by and between LNKB and BHRB, effective as of the Closing Date, each of the Reporting Person's LNKB options outstanding at the Closing Date were converted into the right to receive an option of Burke & Herbert, subject to the same terms and conditions as applied to the corresponding LNKB Option immediately prior to the Closing Date, as adjusted pursuant to the Merger Agreement. Read SEC document |
| May 01, 2026 Filed May 1, 2026 18:03 UTC | Burke & Herbert Financial Services Corp. BHRB · Entity 4722 | GrantCommon Stock | 1,928 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001945031-26-000009 · wk-form4_1777658607.xml · nonDerivative · entry 1 Poillon Diane · CIK 0001945031 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,928 F1 · shares: Pursuant to the Agreement and Plan of Merger dated December 18, 2025 (the "Merger Agreement") by and between LINKBANCORP, Inc. ("LNKB") and BHRB, effective May 1, 2026 (the "Closing Date") LNKB merged into BHRB (the "merger") with BHRB surviving. Pursuant to the Merger Agreement, each of the Reporting Person's 14,285 directly held shares of LNKB common stock outstanding at the Closing Date was converted into the right to receive 0.1350 shares of BHRB common stock, with cash to be received in lieu of fractional shares F1 · price: Pursuant to the Agreement and Plan of Merger dated December 18, 2025 (the "Merger Agreement") by and between LINKBANCORP, Inc. ("LNKB") and BHRB, effective May 1, 2026 (the "Closing Date") LNKB merged into BHRB (the "merger") with BHRB surviving. Pursuant to the Merger Agreement, each of the Reporting Person's 14,285 directly held shares of LNKB common stock outstanding at the Closing Date was converted into the right to receive 0.1350 shares of BHRB common stock, with cash to be received in lieu of fractional shares Read SEC document |
| May 01, 2026 Filed May 1, 2026 19:38 UTC | LINKBANCORP, Inc. LNKB · Entity 49383 | Disposition to issuerStock Options · Derivative | 5,000 | Not disclosed Strike: $10.00 | Not disclosed |
DisclosureSEC source: 0001437749-26-014440 · rdgdoc.xml · derivative · entry 2 Poillon Diane · CIK 0001945031 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 5,000 shares Expires 2029-06-14 F2 · price: This option converted into a stock option exercisable for a number of shares of Burke & Herbert common stock equal to the number of shares of Issuer common stock underlying the option multiplied by 0.1350, rounded down to the nearest whole share, with an exercise price per share of Burke & Herbert common stock equal to the exercise price applicable to the underlying option divided by 0.1350, rounded up to the nearest cent. Read SEC document |
| May 01, 2026 Filed May 1, 2026 19:38 UTC | LINKBANCORP, Inc. LNKB · Entity 49383 | Disposition to issuerCommon Stock | 14,285 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001437749-26-014440 · rdgdoc.xml · nonDerivative · entry 1 Poillon Diane · CIK 0001945031 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 F1 · price: Pursuant to the Agreement and Plan of Merger dated December 18, 2025 between the Issuer and Burke & Herbert Financial Services Corp. ("Burke & Herbert"), each issued and outstanding share of Issuer common stock was converted into the right to receive 0.1350 shares of common stock of Burke & Herbert. Holders of Issuer Common Stock will receive cash in lieu of fractional shares of Burke & Herbert common stock in accordance with the terms of the Agreement and Plan of Merger. Read SEC document |
| June 13, 2025 Filed Jun 17, 2025 20:42 UTC | LINKBANCORP, Inc. LNKB · Entity 49383 | GrantCommon Stock | 3,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001437749-25-020684 · rdgdoc.xml · nonDerivative · entry 1 Poillon Diane · CIK 0001945031 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 14,285 F1 · shares: 3,000 shares of restricted stock units which vest at a rate of 33.33% per year commencing on June 13, 2026. F2 · balance_after: Includes 2,000 shares of restricted stock vest which at a rate of 20% per year commencing on August 31, 2024 and 2,000 shares of restricted stock units which vest at a rate of 33.33% per year commencing on May 23, 2025. Read SEC document |
| May 23, 2024 Filed May 28, 2024 20:26 UTC | LINKBANCORP, Inc. LNKB · Entity 49383 | GrantCommon Stock | 2,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001437749-24-018476 · rdgdoc.xml · nonDerivative · entry 1 Poillon Diane · CIK 0001945031 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 11,285 F1 · shares: 2,000 shares of restricted stock units which vest at a rate of 33.33% per year commencing on May 23, 2025. F2 · balance_after: Includes 2,000 shares of restricted stock that vest at a rate of 20% per year commencing on August 31, 2024. Read SEC document |
| August 31, 2023 Filed Sep 5, 2023 19:45 UTC | LINKBANCORP, Inc. LNKB · Entity 49383 | GrantCommon Stock | 2,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001437749-23-025186 · rdgdoc.xml · nonDerivative · entry 1 Poillon Diane · CIK 0001945031 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 9,285 F1 · shares: Shares of restricted stock vest at a rate of 20% per year commencing on August 31, 2024. Read SEC document |
| September 14, 2022 Filed Sep 16, 2022 16:19 UTC | LINKBANCORP, Inc. LNKB · Entity 49383 | PurchaseCommon Stock | 2,285 | $7.50 | $17,137.50 |
DisclosureSEC source: 0001567619-22-017488 · doc1.xml · nonDerivative · entry 1 Poillon Diane · CIK 0001945031 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,285 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.