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 |
|---|---|---|---|---|---|---|
| September 12, 2023 Filed Sep 13, 2023 19:33 UTC | Burke & Herbert Financial Services Corp. BHRB · Entity 4722 | PurchaseCommon Stock | 5,000 | $49.68 | $248,412.00 |
DisclosureSEC source: 0001964333-23-000195 · wk-form4_1694633573.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: 163,539 Read SEC document |
| August 29, 2023 Filed Aug 30, 2023 18:56 UTC | Burke & Herbert Financial Services Corp. BHRB · Entity 4722 | PurchaseCommon Stock | 1,500 | $49.53 | $74,295.00 |
DisclosureSEC source: 0001964333-23-000177 · wk-form4_1693421758.xml · nonDerivative · entry 2 Barnwell Julian Forrest Jr. · CIK 0001964518 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · Trustee for Barnwell Family Trust Disclosed balance after: 80,660 Read SEC document |
| August 29, 2023 Filed Aug 30, 2023 18:56 UTC | Burke & Herbert Financial Services Corp. BHRB · Entity 4722 | PurchaseCommon Stock | 1,500 | $49.53 | $74,295.00 |
DisclosureSEC source: 0001964333-23-000177 · wk-form4_1693421758.xml · nonDerivative · entry 1 Barnwell Julian Forrest Jr. · CIK 0001964518 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 13,580 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.