person · Reporting owner
Barnwell Julian Forrest Jr.
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 04, 2026 | August 04, 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 04, 2026 · Filed August 04, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | IndirectTrustee for Barnwell Charitable Lead Trust | 0 |
Reported balance
After 2026-08-04 transaction · row 1
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 1 · 2026-08-04 · Other · Disposed 91,361 · Balance 0 F1: On August 4, 2026, the Reporting Person transferred 91,361 shares of BHRB common stock from the Barnwell Charitable Lead Trust to the J F Barnwell, Jr. Revocable Trust for no consideration. |
| Common StockSEC Table I · non-derivative | IndirectTrustee for J F Barnwell, Jr. Revocable Trust | 91,361 |
Reported balance
After 2026-08-04 transaction · row 2
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 2 · 2026-08-04 · Other · Acquired 91,361 · Balance 91,361 F1: On August 4, 2026, the Reporting Person transferred 91,361 shares of BHRB common stock from the Barnwell Charitable Lead Trust to the J F Barnwell, Jr. Revocable Trust for no consideration. |
| Common StockSEC Table I · non-derivative | Direct | 27,580 |
Reported balance
Holding disclosure · report date 2026-08-04 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 27,580 |
| Common StockSEC Table I · non-derivative | IndirectTrustee for Barnwell Family Trust | 84,083 |
Reported balance
Holding disclosure · report date 2026-08-04 · row 4
Holding and transaction disclosures are not merged.
1 source rowRow 4 · Balance 84,083 |
| Common StockSEC Table I · non-derivative | IndirectTrustee for Patricia Barnwell Irrevocable Trust | 208,939 |
Reported balance
Holding disclosure · report date 2026-08-04 · row 5
Holding and transaction disclosures are not merged.
1 source rowRow 5 · Balance 208,939 |
| Common StockSEC Table I · non-derivative | IndirectJulian F Barnwell, Jr Irrevocable Trust | 1,000 |
Reported balance
Holding disclosure · report date 2026-08-04 · row 6
Holding and transaction disclosures are not merged.
1 source rowRow 6 · Balance 1,000 |
Filing footnotes · ownership attribution and instrument terms
F1: On August 4, 2026, the Reporting Person transferred 91,361 shares of BHRB common stock from the Barnwell Charitable Lead Trust to the J F Barnwell, Jr. Revocable Trust for no consideration.
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 04, 2026 Filed Aug 4, 2026 17:28 UTC | Burke & Herbert Financial Services Corp. BHRB · Entity 4722 | OtherCommon Stock | 91,361 | $0.00 | $0.00 |
DisclosureSEC source: 0001964518-26-000011 · wk-form4_1785864520.xml · nonDerivative · entry 2 Barnwell Julian Forrest Jr. · CIK 0001964518 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · Trustee for J F Barnwell, Jr. Revocable Trust Disclosed balance after: 91,361 F1 · shares: On August 4, 2026, the Reporting Person transferred 91,361 shares of BHRB common stock from the Barnwell Charitable Lead Trust to the J F Barnwell, Jr. Revocable Trust for no consideration. Read SEC document |
| August 04, 2026 Filed Aug 4, 2026 17:28 UTC | Burke & Herbert Financial Services Corp. BHRB · Entity 4722 | OtherCommon Stock | 91,361 | $0.00 | $0.00 |
DisclosureSEC source: 0001964518-26-000011 · wk-form4_1785864520.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: 0 F1 · shares: On August 4, 2026, the Reporting Person transferred 91,361 shares of BHRB common stock from the Barnwell Charitable Lead Trust to the J F Barnwell, Jr. Revocable Trust for no consideration. 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: 0001964518-26-000009 · wk-form4_1782141809.xml · nonDerivative · entry 1 Barnwell Julian Forrest Jr. · CIK 0001964518 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 27,580 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 |
| June 03, 2026 Filed Jun 5, 2026 12:40 UTC | Burke & Herbert Financial Services Corp. BHRB · Entity 4722 | PurchaseCommon Stock | 5,000 | $62.76 | $313,795.50 |
DisclosureSEC source: 0001964518-26-000007 · wk-form4_1780663248.xml · nonDerivative · entry 1 Barnwell Julian Forrest Jr. · CIK 0001964518 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 26,580 Read SEC document |
| May 11, 2026 Filed May 12, 2026 20:42 UTC Amendment | Burke & Herbert Financial Services Corp. BHRB · Entity 4722 | PurchaseCommon Stock | 5,000 | $63.05 | $315,232.00 |
DisclosureSEC source: 0001964518-26-000005 · wk-form4a_1778618521.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: 208,939 F1 · balance_after: This amendment is being filed solely to add the reporting person's updated power of attorney as an exhibit to the original filing, which otherwise remains unchanged. Read SEC document |
| May 11, 2026 Filed May 12, 2026 15:29 UTC | Burke & Herbert Financial Services Corp. BHRB · Entity 4722 | PurchaseCommon Stock | 5,000 | $63.05 | $315,232.00 |
DisclosureSEC source: 0001964518-26-000003 · wk-form4_1778599741.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: 208,939 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: 0001964333-25-000206 · wk-form4_1748351903.xml · nonDerivative · entry 1 Barnwell Julian Forrest Jr. · CIK 0001964518 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 21,580 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 |
| March 13, 2025 Filed Mar 13, 2025 19:04 UTC | Burke & Herbert Financial Services Corp. BHRB · Entity 4722 | PurchaseCommon Stock | 1,140 | $58.38 | $66,558.56 |
DisclosureSEC source: 0001964333-25-000095 · wk-form4_1741892673.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: 91,361 Read SEC document |
| March 10, 2025 Filed Mar 11, 2025 13:49 UTC | Burke & Herbert Financial Services Corp. BHRB · Entity 4722 | PurchaseCommon Stock | 1,000 | $58.80 | $58,798.30 |
DisclosureSEC source: 0001964333-25-000080 · wk-form4_1741700965.xml · nonDerivative · entry 1 Barnwell Julian Forrest Jr. · CIK 0001964518 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · Trustee for Barnwell Family Trust Disclosed balance after: 84,083 F1 · balance_after: The price reported in Column 4 is a weighted average price. These shares were purchased in multiple transactions at prices ranging from $58.73 to $58.87, inclusive. The reporting person undertakes to provide to the issuer, any security holder of the issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares purchased at each separate price within the ranges set forth in this footnote. Read SEC document |
| March 07, 2025 Filed Mar 10, 2025 13:11 UTC | Burke & Herbert Financial Services Corp. BHRB · Entity 4722 | PurchaseCommon Stock | 1,000 | $59.75 | $59,750.00 |
DisclosureSEC source: 0001964333-25-000076 · wk-form4_1741612264.xml · nonDerivative · entry 1 Barnwell Julian Forrest Jr. · CIK 0001964518 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · Trustee for Barnwell Family Trust Disclosed balance after: 83,083 Read SEC document |
| March 05, 2025 Filed Mar 6, 2025 13:25 UTC | Burke & Herbert Financial Services Corp. BHRB · Entity 4722 | PurchaseCommon Stock | 2,000 | $60.50 | $121,000.00 |
DisclosureSEC source: 0001964333-25-000072 · wk-form4_1741267525.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: 203,939 Read SEC document |
| March 04, 2025 Filed Mar 5, 2025 20:12 UTC | Burke & Herbert Financial Services Corp. BHRB · Entity 4722 | PurchaseCommon Stock | 2,000 | $61.75 | $123,500.00 |
DisclosureSEC source: 0001964333-25-000070 · wk-form4_1741205548.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: 201,939 Read SEC document |
| March 04, 2025 Filed Mar 5, 2025 20:12 UTC | Burke & Herbert Financial Services Corp. BHRB · Entity 4722 | PurchaseCommon Stock | 2,000 | $62.00 | $124,000.00 |
DisclosureSEC source: 0001964333-25-000070 · wk-form4_1741205548.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: 199,939 Read SEC document |
| February 26, 2025 Filed Feb 27, 2025 17:20 UTC | Burke & Herbert Financial Services Corp. BHRB · Entity 4722 | PurchaseCommon Stock | 2,000 | $61.75 | $123,500.00 |
DisclosureSEC source: 0001964333-25-000068 · wk-form4_1740676822.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: 197,939 Read SEC document |
| February 24, 2025 Filed Feb 24, 2025 21:01 UTC | Burke & Herbert Financial Services Corp. BHRB · Entity 4722 | PurchaseCommon Stock | 4,000 | $62.40 | $249,600.00 |
DisclosureSEC source: 0001964333-25-000066 · wk-form4_1740430883.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: 195,939 Read SEC document |
| February 24, 2025 Filed Feb 24, 2025 21:01 UTC | Burke & Herbert Financial Services Corp. BHRB · Entity 4722 | PurchaseCommon Stock | 2,000 | $62.25 | $124,500.00 |
DisclosureSEC source: 0001964333-25-000066 · wk-form4_1740430883.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: 191,939 Read SEC document |
| February 21, 2025 Filed Feb 21, 2025 21:38 UTC | Burke & Herbert Financial Services Corp. BHRB · Entity 4722 | PurchaseCommon Stock | 2,000 | $62.50 | $125,000.00 |
DisclosureSEC source: 0001964333-25-000062 · wk-form4_1740173904.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: 189,939 Read SEC document |
| February 13, 2025 Filed Feb 14, 2025 13:15 UTC | Burke & Herbert Financial Services Corp. BHRB · Entity 4722 | PurchaseCommon Stock | 5,000 | $63.75 | $318,736.00 |
DisclosureSEC source: 0001964333-25-000060 · wk-form4_1739538902.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: 187,939 F1 · price: The price reported in Column 4 is a weighted average price. These shares were purchased in multiple transactions at prices ranging from $63.50 to $63.75, inclusive. The reporting person undertakes to provide to the issuer, any security holder of the issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares purchased at each separate price within the ranges set forth in this footnote. Read SEC document |
| December 13, 2024 Filed Dec 13, 2024 18:41 UTC | Burke & Herbert Financial Services Corp. BHRB · Entity 4722 | PurchaseCommon Stock | 3,000 | $68.75 | $206,250.00 |
DisclosureSEC source: 0001964333-24-000390 · wk-form4_1734115291.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: 182,939 Read SEC document |
| August 15, 2024 Filed Aug 19, 2024 13:14 UTC | Burke & Herbert Financial Services Corp. BHRB · Entity 4722 | GrantCommon Stock | 1,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001964333-24-000335 · wk-form4_1724073249.xml · nonDerivative · entry 1 Barnwell Julian Forrest Jr. · CIK 0001964518 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 20,580 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 17:42 UTC | Burke & Herbert Financial Services Corp. BHRB · Entity 4722 | Exercise / conversionRestricted Stock Units · Derivative | 3,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001964333-24-000288 · 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 | Burke & Herbert Financial Services Corp. BHRB · Entity 4722 | Exercise / conversionPerformance-Based Restricted Stock Units · Derivative | 3,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001964333-24-000288 · 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 | Burke & Herbert Financial Services Corp. BHRB · Entity 4722 | Exercise / conversionCommon Stock | 3,000 | Not disclosed | Not disclosed |
DisclosureSEC 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 | Burke & Herbert Financial Services Corp. BHRB · Entity 4722 | Exercise / conversionCommon Stock | 3,000 | Not disclosed | Not disclosed |
DisclosureSEC 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 04, 2024 Filed Jun 5, 2024 14:12 UTC | Burke & Herbert Financial Services Corp. BHRB · Entity 4722 | PurchaseCommon Stock | 1,000 | $48.49 | $48,488.00 |
DisclosureSEC 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 13, 2024 19:37 UTC | Burke & Herbert Financial Services Corp. BHRB · Entity 4722 | PurchaseCommon Stock | 18 | $49.67 | $894.06 |
DisclosureSEC 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 | Burke & Herbert Financial Services Corp. BHRB · Entity 4722 | PurchaseCommon Stock | 182 | $49.66 | $9,038.12 |
DisclosureSEC 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 | Burke & Herbert Financial Services Corp. BHRB · Entity 4722 | PurchaseCommon Stock | 200 | $49.64 | $9,928.00 |
DisclosureSEC 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 | Burke & Herbert Financial Services Corp. BHRB · Entity 4722 | PurchaseCommon Stock | 100 | $49.63 | $4,962.50 |
DisclosureSEC 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 | Burke & Herbert Financial Services Corp. BHRB · Entity 4722 | PurchaseCommon Stock | 100 | $49.62 | $4,962.00 |
DisclosureSEC 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 | Burke & Herbert Financial Services Corp. BHRB · Entity 4722 | PurchaseCommon Stock | 100 | $49.60 | $4,960.00 |
DisclosureSEC 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 | Burke & Herbert Financial Services Corp. BHRB · Entity 4722 | PurchaseCommon Stock | 100 | $49.58 | $4,958.00 |
DisclosureSEC 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 | Burke & Herbert Financial Services Corp. BHRB · Entity 4722 | PurchaseCommon Stock | 100 | $49.54 | $4,954.00 |
DisclosureSEC 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 | Burke & Herbert Financial Services Corp. BHRB · Entity 4722 | PurchaseCommon Stock | 100 | $49.52 | $4,952.00 |
DisclosureSEC 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 | Burke & Herbert Financial Services Corp. BHRB · Entity 4722 | PurchaseCommon Stock | 897 | $49.74 | $44,612.30 |
DisclosureSEC 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 | Burke & Herbert Financial Services Corp. BHRB · Entity 4722 | PurchaseCommon Stock | 100 | $49.74 | $4,974.00 |
DisclosureSEC 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 | Burke & Herbert Financial Services Corp. BHRB · Entity 4722 | PurchaseCommon Stock | 1 | $49.80 | $49.80 |
DisclosureSEC 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 Read SEC document |
| June 03, 2024 Filed Jun 13, 2024 19:37 UTC | Burke & Herbert Financial Services Corp. BHRB · Entity 4722 | PurchaseCommon Stock | 2,000 | $49.71 | $99,425.60 |
DisclosureSEC 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 Read SEC document |
| June 03, 2024 Filed Jun 13, 2024 19:37 UTC | Burke & Herbert Financial Services Corp. BHRB · Entity 4722 | PurchaseCommon Stock | 2 | $49.86 | $99.72 |
DisclosureSEC 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 Read SEC document |
| May 23, 2024 Filed May 23, 2024 20:15 UTC | Burke & Herbert Financial Services Corp. BHRB · Entity 4722 | PurchaseCommon Stock | 3,000 | $48.00 | $144,000.00 |
DisclosureSEC 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 Read SEC document |
| May 22, 2024 Filed May 22, 2024 20:05 UTC | Burke & Herbert Financial Services Corp. BHRB · Entity 4722 | PurchaseCommon Stock | 2,000 | $49.20 | $98,400.00 |
DisclosureSEC 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 |
| March 15, 2024 Filed Mar 15, 2024 14:54 UTC | Burke & Herbert Financial Services Corp. BHRB · Entity 4722 | PurchaseCommon Stock | 3,000 | $52.00 | $156,000.00 |
DisclosureSEC source: 0001964333-24-000074 · wk-form4_1710514434.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: 174,939 Read SEC document |
| February 01, 2024 Filed Feb 1, 2024 22:24 UTC | Burke & Herbert Financial Services Corp. BHRB · Entity 4722 | PurchaseCommon Stock | 85 | $58.15 | $4,942.75 |
DisclosureSEC source: 0001964333-24-000042 · wk-form4_1706826244.xml · nonDerivative · entry 4 Barnwell Julian Forrest Jr. · CIK 0001964518 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · Trustee for Barnwell Family Trust Disclosed balance after: 82,083 Read SEC document |
| February 01, 2024 Filed Feb 1, 2024 22:24 UTC | Burke & Herbert Financial Services Corp. BHRB · Entity 4722 | PurchaseCommon Stock | 1,578 | $58.00 | $91,524.00 |
DisclosureSEC source: 0001964333-24-000042 · wk-form4_1706826244.xml · nonDerivative · entry 3 Barnwell Julian Forrest Jr. · CIK 0001964518 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · Trustee for Barnwell Family Trust Disclosed balance after: 81,998 Read SEC document |
| February 01, 2024 Filed Feb 1, 2024 22:24 UTC | Burke & Herbert Financial Services Corp. BHRB · Entity 4722 | PurchaseCommon Stock | 30 | $57.50 | $1,725.00 |
DisclosureSEC source: 0001964333-24-000042 · wk-form4_1706826244.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: 171,939 Read SEC document |
| February 01, 2024 Filed Feb 1, 2024 22:24 UTC | Burke & Herbert Financial Services Corp. BHRB · Entity 4722 | PurchaseCommon Stock | 3,970 | $57.75 | $229,267.50 |
DisclosureSEC source: 0001964333-24-000042 · wk-form4_1706826244.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: 171,909 Read SEC document |
| December 13, 2023 Filed Dec 14, 2023 16:44 UTC | Burke & Herbert Financial Services Corp. BHRB · Entity 4722 | GiftCommon Stock | 240 | $0.00 | $0.00 |
DisclosureSEC source: 0001964333-23-000224 · wk-form4_1702572273.xml · nonDerivative · entry 3 Barnwell Julian Forrest Jr. · CIK 0001964518 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · Trustee for Barnwell Family Trust Disclosed balance after: 80,420 Read SEC document |
| December 13, 2023 Filed Dec 14, 2023 16:44 UTC | Burke & Herbert Financial Services Corp. BHRB · Entity 4722 | GiftCommon Stock | 600 | $0.00 | $0.00 |
DisclosureSEC source: 0001964333-23-000224 · wk-form4_1702572273.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: 167,939 Read SEC document |
| December 13, 2023 Filed Dec 14, 2023 16:44 UTC | Burke & Herbert Financial Services Corp. BHRB · Entity 4722 | PurchaseCommon Stock | 2,000 | $54.22 | $108,440.00 |
DisclosureSEC source: 0001964333-23-000224 · wk-form4_1702572273.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: 168,539 F1 · price: The price reported in Column 4 is a weighted average price. These shares were sold in two transactions at prices ranging from $53.50 to $54.23, 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 ranges set forth in this footnote (1) to this Form 4. Read SEC document |
| December 12, 2023 Filed Dec 12, 2023 17:32 UTC | Burke & Herbert Financial Services Corp. BHRB · Entity 4722 | PurchaseCommon Stock | 3,000 | $54.75 | $164,250.00 |
DisclosureSEC source: 0001964333-23-000221 · wk-form4_1702402368.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: 166,539 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.