person · Reporting owner
Bonnafe Katherine Diane
Disclosed activity across 1 company
Sign in to followReported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Burke & Herbert Financial Services Corp.BHRB · Entity 4722 | Director | August 03, 2026 | August 05, 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 03, 2026 · Filed August 05, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 8,200 |
Reported balance
After 2026-08-03 transaction · row 1
1 source rowRow 1 · 2026-08-03 · Sale · Disposed 1,000 · Balance 8,200 |
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 03, 2026 Filed Aug 5, 2026 21:16 UTC | Burke & Herbert Financial Services Corp. BHRB · Entity 4722 | SaleCommon Stock | 1,000 | $73.65 | $73,654.70 |
DisclosureSEC source: 0001964513-26-000004 · wk-form4_1785964605.xml · nonDerivative · entry 1 Bonnafe Katherine Diane · CIK 0001964513 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 8,200 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: 0001964513-26-000002 · wk-form4_1782141823.xml · nonDerivative · entry 1 Bonnafe Katherine Diane · CIK 0001964513 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 9,200 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. Read SEC document |
| May 23, 2025 Filed May 27, 2025 13:18 UTC | Burke & Herbert Financial Services Corp. BHRB · Entity 4722 | GrantCommon Stock | 1,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001964333-25-000205 · wk-form4_1748351893.xml · nonDerivative · entry 1 Bonnafe Katherine Diane · CIK 0001964513 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 8,200 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 & Herbert Financial Services Corp. BHRB · Entity 4722 | 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 |
| June 17, 2024 Filed Jun 18, 2024 17:43 UTC | Burke & Herbert Financial Services Corp. BHRB · Entity 4722 | 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 | Burke & Herbert Financial Services Corp. BHRB · Entity 4722 | Exercise / conversionPerformance-Based Restricted Stock Units · Derivative | 3,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001964333-24-000290 · 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 | Burke & Herbert Financial Services Corp. BHRB · Entity 4722 | 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 | Burke & Herbert Financial Services Corp. BHRB · Entity 4722 | 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 |
| January 08, 2024 Filed Jan 24, 2024 01:58 UTC | Burke & Herbert Financial Services Corp. BHRB · Entity 4722 | GrantPhantom Stock · Derivative | 125 | $58.89 | $7,361.25 |
DisclosureSEC source: 0001964333-24-000025 · wk-form4_1706061467.xml · derivative · entry 14 Bonnafe Katherine Diane · CIK 0001964513 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,571 Underlying: Common Stock · 125 shares Expires not disclosed F1 · derivative.exercise_price: Each share of phantom stock is the economic equivalent of one share of common stock. The shares of phantom stock become payable, in cash, upon the reporting person's termination of service. F1 · derivative.exercise_date: Each share of phantom stock is the economic equivalent of one share of common stock. The shares of phantom stock become payable, in cash, upon the reporting person's termination of service. F1 · derivative.expiration_date: Each share of phantom stock is the economic equivalent of one share of common stock. The shares of phantom stock become payable, in cash, upon the reporting person's termination of service. Read SEC document |
| December 15, 2023 Filed Jan 24, 2024 01:58 UTC | Burke & Herbert Financial Services Corp. BHRB · Entity 4722 | GrantPhantom Stock · Derivative | 150 | $57.02 | $8,553.00 |
DisclosureSEC source: 0001964333-24-000025 · wk-form4_1706061467.xml · derivative · entry 13 Bonnafe Katherine Diane · CIK 0001964513 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,446 Underlying: Common Stock · 150 shares Expires not disclosed F1 · derivative.exercise_price: Each share of phantom stock is the economic equivalent of one share of common stock. The shares of phantom stock become payable, in cash, upon the reporting person's termination of service. F1 · derivative.exercise_date: Each share of phantom stock is the economic equivalent of one share of common stock. The shares of phantom stock become payable, in cash, upon the reporting person's termination of service. F1 · derivative.expiration_date: Each share of phantom stock is the economic equivalent of one share of common stock. The shares of phantom stock become payable, in cash, upon the reporting person's termination of service. Read SEC document |
| November 29, 2023 Filed Jan 24, 2024 01:58 UTC | Burke & Herbert Financial Services Corp. BHRB · Entity 4722 | GrantPhantom Stock · Derivative | 100 | $48.27 | $4,827.00 |
DisclosureSEC source: 0001964333-24-000025 · wk-form4_1706061467.xml · derivative · entry 12 Bonnafe Katherine Diane · CIK 0001964513 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,296 Underlying: Common Stock · 100 shares Expires not disclosed F1 · derivative.exercise_price: Each share of phantom stock is the economic equivalent of one share of common stock. The shares of phantom stock become payable, in cash, upon the reporting person's termination of service. F1 · derivative.exercise_date: Each share of phantom stock is the economic equivalent of one share of common stock. The shares of phantom stock become payable, in cash, upon the reporting person's termination of service. F1 · derivative.expiration_date: Each share of phantom stock is the economic equivalent of one share of common stock. The shares of phantom stock become payable, in cash, upon the reporting person's termination of service. Read SEC document |
| November 16, 2023 Filed Jan 24, 2024 01:58 UTC | Burke & Herbert Financial Services Corp. BHRB · Entity 4722 | GrantPhantom Stock · Derivative | 100 | $45.85 | $4,585.00 |
DisclosureSEC source: 0001964333-24-000025 · wk-form4_1706061467.xml · derivative · entry 11 Bonnafe Katherine Diane · CIK 0001964513 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,196 Underlying: Common Stock · 100 shares Expires not disclosed F1 · derivative.exercise_price: Each share of phantom stock is the economic equivalent of one share of common stock. The shares of phantom stock become payable, in cash, upon the reporting person's termination of service. F1 · derivative.exercise_date: Each share of phantom stock is the economic equivalent of one share of common stock. The shares of phantom stock become payable, in cash, upon the reporting person's termination of service. F1 · derivative.expiration_date: Each share of phantom stock is the economic equivalent of one share of common stock. The shares of phantom stock become payable, in cash, upon the reporting person's termination of service. Read SEC document |
| October 31, 2023 Filed Jan 24, 2024 01:58 UTC | Burke & Herbert Financial Services Corp. BHRB · Entity 4722 | GrantPhantom Stock · Derivative | 100 | $44.62 | $4,462.00 |
DisclosureSEC source: 0001964333-24-000025 · wk-form4_1706061467.xml · derivative · entry 10 Bonnafe Katherine Diane · CIK 0001964513 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,096 Underlying: Common Stock · 100 shares Expires not disclosed F1 · derivative.exercise_price: Each share of phantom stock is the economic equivalent of one share of common stock. The shares of phantom stock become payable, in cash, upon the reporting person's termination of service. F1 · derivative.exercise_date: Each share of phantom stock is the economic equivalent of one share of common stock. The shares of phantom stock become payable, in cash, upon the reporting person's termination of service. F1 · derivative.expiration_date: Each share of phantom stock is the economic equivalent of one share of common stock. The shares of phantom stock become payable, in cash, upon the reporting person's termination of service. Read SEC document |
| September 06, 2023 Filed Jan 24, 2024 01:58 UTC | Burke & Herbert Financial Services Corp. BHRB · Entity 4722 | GrantPhantom Stock · Derivative | 50 | $51.32 | $2,566.00 |
DisclosureSEC source: 0001964333-24-000025 · wk-form4_1706061467.xml · derivative · entry 9 Bonnafe Katherine Diane · CIK 0001964513 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,996 Underlying: Common Stock · 50 shares Expires not disclosed F1 · derivative.exercise_price: Each share of phantom stock is the economic equivalent of one share of common stock. The shares of phantom stock become payable, in cash, upon the reporting person's termination of service. F1 · derivative.exercise_date: Each share of phantom stock is the economic equivalent of one share of common stock. The shares of phantom stock become payable, in cash, upon the reporting person's termination of service. F1 · derivative.expiration_date: Each share of phantom stock is the economic equivalent of one share of common stock. The shares of phantom stock become payable, in cash, upon the reporting person's termination of service. Read SEC document |
| August 21, 2023 Filed Jan 24, 2024 01:58 UTC | Burke & Herbert Financial Services Corp. BHRB · Entity 4722 | GrantPhantom Stock · Derivative | 200 | $52.77 | $10,554.00 |
DisclosureSEC source: 0001964333-24-000025 · wk-form4_1706061467.xml · derivative · entry 8 Bonnafe Katherine Diane · CIK 0001964513 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,946 Underlying: Common Stock · 200 shares Expires not disclosed F1 · derivative.exercise_price: Each share of phantom stock is the economic equivalent of one share of common stock. The shares of phantom stock become payable, in cash, upon the reporting person's termination of service. F1 · derivative.exercise_date: Each share of phantom stock is the economic equivalent of one share of common stock. The shares of phantom stock become payable, in cash, upon the reporting person's termination of service. F1 · derivative.expiration_date: Each share of phantom stock is the economic equivalent of one share of common stock. The shares of phantom stock become payable, in cash, upon the reporting person's termination of service. Read SEC document |
| August 09, 2023 Filed Jan 24, 2024 01:58 UTC | Burke & Herbert Financial Services Corp. BHRB · Entity 4722 | GrantPhantom Stock · Derivative | 100 | $52.93 | $5,293.00 |
DisclosureSEC source: 0001964333-24-000025 · wk-form4_1706061467.xml · derivative · entry 7 Bonnafe Katherine Diane · CIK 0001964513 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,746 Underlying: Common Stock · 100 shares Expires not disclosed F1 · derivative.exercise_price: Each share of phantom stock is the economic equivalent of one share of common stock. The shares of phantom stock become payable, in cash, upon the reporting person's termination of service. F1 · derivative.exercise_date: Each share of phantom stock is the economic equivalent of one share of common stock. The shares of phantom stock become payable, in cash, upon the reporting person's termination of service. F1 · derivative.expiration_date: Each share of phantom stock is the economic equivalent of one share of common stock. The shares of phantom stock become payable, in cash, upon the reporting person's termination of service. Read SEC document |
| August 09, 2023 Filed Jan 24, 2024 01:58 UTC | Burke & Herbert Financial Services Corp. BHRB · Entity 4722 | GrantPhantom Stock · Derivative | 100 | $52.88 | $5,288.00 |
DisclosureSEC source: 0001964333-24-000025 · wk-form4_1706061467.xml · derivative · entry 6 Bonnafe Katherine Diane · CIK 0001964513 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,646 Underlying: Common Stock · 100 shares Expires not disclosed F1 · derivative.exercise_price: Each share of phantom stock is the economic equivalent of one share of common stock. The shares of phantom stock become payable, in cash, upon the reporting person's termination of service. F1 · derivative.exercise_date: Each share of phantom stock is the economic equivalent of one share of common stock. The shares of phantom stock become payable, in cash, upon the reporting person's termination of service. F1 · derivative.expiration_date: Each share of phantom stock is the economic equivalent of one share of common stock. The shares of phantom stock become payable, in cash, upon the reporting person's termination of service. Read SEC document |
| July 14, 2023 Filed Jan 24, 2024 01:58 UTC | Burke & Herbert Financial Services Corp. BHRB · Entity 4722 | GrantPhantom Stock · Derivative | 20 | $53.63 | $1,072.60 |
DisclosureSEC source: 0001964333-24-000025 · wk-form4_1706061467.xml · derivative · entry 5 Bonnafe Katherine Diane · CIK 0001964513 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,546 Underlying: Common Stock · 20 shares Expires not disclosed F1 · derivative.exercise_price: Each share of phantom stock is the economic equivalent of one share of common stock. The shares of phantom stock become payable, in cash, upon the reporting person's termination of service. F1 · derivative.exercise_date: Each share of phantom stock is the economic equivalent of one share of common stock. The shares of phantom stock become payable, in cash, upon the reporting person's termination of service. F1 · derivative.expiration_date: Each share of phantom stock is the economic equivalent of one share of common stock. The shares of phantom stock become payable, in cash, upon the reporting person's termination of service. Read SEC document |
| May 18, 2023 Filed Jan 24, 2024 01:58 UTC | Burke & Herbert Financial Services Corp. BHRB · Entity 4722 | GrantPhantom Stock · Derivative | 43 | $75.02 | $3,225.86 |
DisclosureSEC source: 0001964333-24-000025 · wk-form4_1706061467.xml · derivative · entry 4 Bonnafe Katherine Diane · CIK 0001964513 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,526 Underlying: Common Stock · 43 shares Expires not disclosed F1 · derivative.exercise_price: Each share of phantom stock is the economic equivalent of one share of common stock. The shares of phantom stock become payable, in cash, upon the reporting person's termination of service. F1 · derivative.exercise_date: Each share of phantom stock is the economic equivalent of one share of common stock. The shares of phantom stock become payable, in cash, upon the reporting person's termination of service. F1 · derivative.expiration_date: Each share of phantom stock is the economic equivalent of one share of common stock. The shares of phantom stock become payable, in cash, upon the reporting person's termination of service. Read SEC document |
| May 02, 2023 Filed Jan 24, 2024 01:58 UTC | Burke & Herbert Financial Services Corp. BHRB · Entity 4722 | GrantPhantom Stock · Derivative | 50 | $80.00 | $4,000.00 |
DisclosureSEC source: 0001964333-24-000025 · wk-form4_1706061467.xml · derivative · entry 3 Bonnafe Katherine Diane · CIK 0001964513 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,483 Underlying: Common Stock · 50 shares Expires not disclosed F1 · derivative.exercise_price: Each share of phantom stock is the economic equivalent of one share of common stock. The shares of phantom stock become payable, in cash, upon the reporting person's termination of service. F1 · derivative.exercise_date: Each share of phantom stock is the economic equivalent of one share of common stock. The shares of phantom stock become payable, in cash, upon the reporting person's termination of service. F1 · derivative.expiration_date: Each share of phantom stock is the economic equivalent of one share of common stock. The shares of phantom stock become payable, in cash, upon the reporting person's termination of service. Read SEC document |
| May 02, 2023 Filed Jan 24, 2024 01:58 UTC | Burke & Herbert Financial Services Corp. BHRB · Entity 4722 | GrantPhantom Stock · Derivative | 200 | $79.02 | $15,804.00 |
DisclosureSEC source: 0001964333-24-000025 · wk-form4_1706061467.xml · derivative · entry 2 Bonnafe Katherine Diane · CIK 0001964513 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,433 Underlying: Common Stock · 200 shares Expires not disclosed F1 · derivative.exercise_price: Each share of phantom stock is the economic equivalent of one share of common stock. The shares of phantom stock become payable, in cash, upon the reporting person's termination of service. F1 · derivative.exercise_date: Each share of phantom stock is the economic equivalent of one share of common stock. The shares of phantom stock become payable, in cash, upon the reporting person's termination of service. F1 · derivative.expiration_date: Each share of phantom stock is the economic equivalent of one share of common stock. The shares of phantom stock become payable, in cash, upon the reporting person's termination of service. Read SEC document |
| April 27, 2023 Filed Jan 24, 2024 01:58 UTC | Burke & Herbert Financial Services Corp. BHRB · Entity 4722 | GrantPhantom Stock · Derivative | 3 | $81.52 | $244.56 |
DisclosureSEC source: 0001964333-24-000025 · wk-form4_1706061467.xml · derivative · entry 1 Bonnafe Katherine Diane · CIK 0001964513 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,233 Underlying: Common Stock · 3 shares Expires not disclosed F1 · derivative.exercise_price: Each share of phantom stock is the economic equivalent of one share of common stock. The shares of phantom stock become payable, in cash, upon the reporting person's termination of service. F1 · derivative.exercise_date: Each share of phantom stock is the economic equivalent of one share of common stock. The shares of phantom stock become payable, in cash, upon the reporting person's termination of service. F1 · derivative.expiration_date: Each share of phantom stock is the economic equivalent of one share of common stock. The shares of phantom stock become payable, in cash, upon the reporting person's termination of service. 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.