Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Burke & Herbert Financial Services Corp.BHRB · Entity 4722 | EVP, Chief Financial Officer | August 31, 2026 | September 29, 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 31, 2026 · Filed September 29, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 6,979 |
Reported balance
After 2026-08-31 transaction · row 1
1 source rowRow 1 · 2026-08-31 · Grant · Acquired 126 · Balance 6,979 F1: Shares purchased pursuant to the Burke & Herbert Financial Services Corp. 2023 Employee Stock Purchase Plan ("ESPP"), for the ESPP purchase period of March 1, 2026, through August 31, 2026. In accordance with the ESPP, these shares were purchased at a price equal to 85% of the closing price of the issuer's common stock on February 27, 2026, which was the lower of the closing price on the (i) start date or (ii) the end date of the applicable purchase period. Because the start date commenced on a non-trading date, the closing price on the immediately preceding trading date was used. These shares were acquired under the ESPP in transactions exempted by Rule 16b-3(c) and Rule 16b-3(d). |
Filing footnotes · ownership attribution and instrument terms
F1: Shares purchased pursuant to the Burke & Herbert Financial Services Corp. 2023 Employee Stock Purchase Plan ("ESPP"), for the ESPP purchase period of March 1, 2026, through August 31, 2026. In accordance with the ESPP, these shares were purchased at a price equal to 85% of the closing price of the issuer's common stock on February 27, 2026, which was the lower of the closing price on the (i) start date or (ii) the end date of the applicable purchase period. Because the start date commenced on a non-trading date, the closing price on the immediately preceding trading date was used. These shares were acquired under the ESPP in transactions exempted by Rule 16b-3(c) and Rule 16b-3(d).
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 31, 2026 Filed Sep 29, 2026 19:01 UTC | Burke & Herbert Financial Services Corp. BHRB · Entity 4722 | GrantCommon Stock | 126 | $54.77 | $6,901.02 |
DisclosureSEC source: 0001964474-26-000004 · wk-form4_1790708460.xml · nonDerivative · entry 1 Parikh Kirtan · CIK 0001964474 · EVP, Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 6,979 F1 · kind: Shares purchased pursuant to the Burke & Herbert Financial Services Corp. 2023 Employee Stock Purchase Plan ("ESPP"), for the ESPP purchase period of March 1, 2026, through August 31, 2026. In accordance with the ESPP, these shares were purchased at a price equal to 85% of the closing price of the issuer's common stock on February 27, 2026, which was the lower of the closing price on the (i) start date or (ii) the end date of the applicable purchase period. Because the start date commenced on a non-trading date, the closing price on the immediately preceding trading date was used. These shares were acquired under the ESPP in transactions exempted by Rule 16b-3(c) and Rule 16b-3(d). Read SEC document |
| February 28, 2025 Filed Mar 18, 2025 15:10 UTC | Burke & Herbert Financial Services Corp. BHRB · Entity 4722 | GrantCommon Stock | 87 | $53.01 | $4,611.52 |
DisclosureSEC source: 0001964333-25-000117 · wk-form4_1742310649.xml · nonDerivative · entry 1 Parikh Kirtan · CIK 0001964474 · SVP, Interim CAO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,067 F1 · kind: Shares purchased pursuant to the Burke & Herbert Financial Services Corp. 2023 Employee Stock Purchase Plan ("ESPP"), for the ESPP purchase period of September 1, 2024, through February 28, 2025. In accordance with the ESPP, these shares were purchased at a price equal to 85% of the closing price of the issuer's common stock on February 28, 2025, which was the lower end of day closing price of either the start date or end date of the applicable purchase period in transactions that were exempt under both Rule 16b-3(d) and Rule 16b-3(c). F2 · balance_after: Holdings include shares acquired in dividend reinvestment transactions. Read SEC document |
| January 23, 2025 Filed Jan 27, 2025 21:19 UTC | Burke & Herbert Financial Services Corp. BHRB · Entity 4722 | GrantCommon Stock | 2,970 | $0.00 | $0.00 |
DisclosureSEC source: 0001964333-25-000032 · wk-form4_1738012765.xml · nonDerivative · entry 1 Parikh Kirtan · CIK 0001964474 · SVP, Interim CAO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,973 F1 · shares: The reporting person received an award of 2,970 performance-based restricted stock units ("PRSUs") under the Burke & Herbert Bank 2024 - 2025 Merger Incentive Plan adopted May 1, 2024. The award will vest in three annual installments beginning on May 3, 2025, subject to the reporting person's continued employment through each applicable vesting date. Each vested PRSU will be settled in a share of Burke & Herbert Financial Services Corp. common stock within 60 days of the vested date. Read SEC document |
| February 29, 2024 Filed Mar 4, 2024 14:23 UTC | Burke & Herbert Financial Services Corp. BHRB · Entity 4722 | GrantCommon Stock | 61 | $43.11 | $2,629.83 |
DisclosureSEC source: 0001964333-24-000065 · wk-form4_1709562213.xml · nonDerivative · entry 1 Parikh Kirtan · CIK 0001964474 · SVP, Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 61 F1 · kind: Shares purchased pursuant to the Burke & Herbert Financial Services Corp. 2023 Employee Stock Purchase Plan ("ESPP"), for the ESPP purchase period of September 1, 2023, through February 29, 2024. In accordance with the ESPP, these shares were purchased at a price equal to 85% of the closing price of the issuer's common stock on September 1, 2023, which was the lower end of day closing price of either the start date or end date of the applicable purchase period. 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.