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 11, 2026 | August 12, 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 11, 2026 · Filed August 12, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | IndirectAs co-Trustee for The Burke Living Trust | 258,480 |
Reported balance
After 2026-08-11 transaction · row 1
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 1 · 2026-08-11 · Sale · Disposed 1,500 · Balance 258,480 |
| Common StockSEC Table I · non-derivative | Direct | 9,480 |
Reported balance
Holding disclosure · report date 2026-08-11 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 9,480 |
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 11, 2026 Filed Aug 12, 2026 17:30 UTC | Burke & Herbert Financial Services Corp. BHRB · Entity 4722 | SaleCommon Stock | 1,500 | $73.03 | $109,537.50 |
DisclosureSEC source: 0001964477-26-000006 · wk-form4_1786555803.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: 258,480 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: 0001964477-26-000004 · wk-form4_1782141803.xml · nonDerivative · entry 1 Burke James Mason · CIK 0001964477 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 9,480 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. Read SEC document |
| May 27, 2026 Filed May 29, 2026 13:25 UTC | Burke & Herbert Financial Services Corp. BHRB · Entity 4722 | OtherCommon Stock | 1,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001964477-26-000002 · wk-form4_1780061138.xml · nonDerivative · entry 2 Burke James Mason · CIK 0001964477 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 8,480 Read SEC document |
| May 27, 2026 Filed May 29, 2026 13:25 UTC | Burke & Herbert Financial Services Corp. BHRB · Entity 4722 | OtherCommon Stock | 1,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001964477-26-000002 · wk-form4_1780061138.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: 259,980 Read SEC document |
| May 23, 2025 Filed May 27, 2025 13:19 UTC | Burke & Herbert Financial Services Corp. BHRB · Entity 4722 | GrantCommon Stock | 1,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001964333-25-000210 · wk-form4_1748351947.xml · nonDerivative · entry 1 Burke James Mason · CIK 0001964477 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 9,480 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 |
| October 31, 2024 Filed Nov 4, 2024 21:00 UTC | Burke & Herbert Financial Services Corp. BHRB · Entity 4722 | 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 |
| August 15, 2024 Filed Aug 19, 2024 13:15 UTC | Burke & Herbert Financial Services Corp. BHRB · Entity 4722 | 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 |
| July 31, 2024 Filed Aug 1, 2024 19:15 UTC | Burke & Herbert Financial Services Corp. BHRB · Entity 4722 | 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 |
| June 17, 2024 Filed Jun 18, 2024 17:42 UTC | Burke & Herbert Financial Services Corp. BHRB · Entity 4722 | Exercise / conversionRestricted Stock Units · Derivative | 3,000 | $0.00 | $0.00 |
DisclosureSEC 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 | Burke & Herbert Financial Services Corp. BHRB · Entity 4722 | Exercise / conversionPerformance-Based Restricted Stock Units · Derivative | 3,000 | $0.00 | $0.00 |
DisclosureSEC 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 | Burke & Herbert Financial Services Corp. BHRB · Entity 4722 | Exercise / conversionCommon Stock | 3,000 | Not disclosed | Not disclosed |
DisclosureSEC 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 | Burke & Herbert Financial Services Corp. BHRB · Entity 4722 | Exercise / conversionCommon Stock | 3,000 | Not disclosed | Not disclosed |
DisclosureSEC 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 |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.