Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Burke & Herbert Financial Services Corp.BHRB · Entity 4722 | Director | June 19, 2026 | June 22, 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 June 19, 2026 · Filed June 22, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 12,500 |
Reported balance
After 2026-06-19 transaction · row 1
1 source rowRow 1 · 2026-06-19 · Grant · Acquired 1,000 · Balance 12,500 F1: 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. |
| Common StockSEC Table I · non-derivative | IndirectHeld by Jose and Susan Riojas Joint Revocable Trust | 20,000 |
Reported balance
Holding disclosure · report date 2026-06-19 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 20,000 |
Filing footnotes · ownership attribution and instrument terms
F1: 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.
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 |
|---|---|---|---|---|---|---|
| June 19, 2026 Filed Jun 22, 2026 15:22 UTC | Burke & Herbert Financial Services Corp. BHRB · Entity 4722 | GrantCommon Stock | 1,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001964476-26-000004 · wk-form4_1782141776.xml · nonDerivative · entry 1 Riojas Jose David · CIK 0001964476 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 12,500 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 12, 2026 Filed May 12, 2026 20:46 UTC | Burke & Herbert Financial Services Corp. BHRB · Entity 4722 | PurchaseCommon Stock | 1,000 | $62.00 | $62,000.00 |
DisclosureSEC source: 0001964476-26-000002 · wk-form4_1778618805.xml · nonDerivative · entry 2 Riojas Jose David · CIK 0001964476 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · Held by Jose and Susan Riojas Joint Revocable Trust Disclosed balance after: 20,000 Read SEC document |
| May 12, 2026 Filed May 12, 2026 20:46 UTC | Burke & Herbert Financial Services Corp. BHRB · Entity 4722 | PurchaseCommon Stock | 300 | $62.00 | $18,600.00 |
DisclosureSEC source: 0001964476-26-000002 · wk-form4_1778618805.xml · nonDerivative · entry 1 Riojas Jose David · CIK 0001964476 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 11,500 Read SEC document |
| June 05, 2025 Filed Jun 5, 2025 17:24 UTC | Burke & Herbert Financial Services Corp. BHRB · Entity 4722 | PurchaseCommon Stock | 500 | $55.85 | $27,925.00 |
DisclosureSEC source: 0001964333-25-000220 · wk-form4_1749144271.xml · nonDerivative · entry 1 Riojas Jose David · CIK 0001964476 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · Held by Jose and Susan Riojas Joint Revocable Trust Disclosed balance after: 19,000 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: 0001964333-25-000209 · wk-form4_1748351937.xml · nonDerivative · entry 1 Riojas Jose David · CIK 0001964476 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 11,200 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 |
| April 29, 2025 Filed Apr 30, 2025 16:57 UTC | Burke & Herbert Financial Services Corp. BHRB · Entity 4722 | PurchaseCommon Stock | 500 | $55.00 | $27,500.00 |
DisclosureSEC source: 0001964333-25-000152 · wk-form4_1746032221.xml · nonDerivative · entry 1 Riojas Jose David · CIK 0001964476 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · Held by Jose and Susan Riojas Joint Revocable Trust Disclosed balance after: 18,500 Read SEC document |
| March 11, 2025 Filed Mar 12, 2025 14:00 UTC | Burke & Herbert Financial Services Corp. BHRB · Entity 4722 | PurchaseCommon Stock | 100 | $58.00 | $5,800.00 |
DisclosureSEC source: 0001964333-25-000092 · wk-form4_1741788050.xml · nonDerivative · entry 2 Riojas Jose David · CIK 0001964476 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 10,200 Read SEC document |
| March 11, 2025 Filed Mar 12, 2025 14:00 UTC | Burke & Herbert Financial Services Corp. BHRB · Entity 4722 | PurchaseCommon Stock | 500 | $58.00 | $29,000.00 |
DisclosureSEC source: 0001964333-25-000092 · wk-form4_1741788050.xml · nonDerivative · entry 1 Riojas Jose David · CIK 0001964476 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · Held by Jose and Susan Riojas Joint Revocable Trust Disclosed balance after: 18,000 Read SEC document |
| March 06, 2025 Filed Mar 10, 2025 16:19 UTC | Burke & Herbert Financial Services Corp. BHRB · Entity 4722 | PurchaseCommon Stock | 100 | $60.20 | $6,020.00 |
DisclosureSEC source: 0001964333-25-000078 · wk-form4_1741623533.xml · nonDerivative · entry 2 Riojas Jose David · CIK 0001964476 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 10,100 Read SEC document |
| March 06, 2025 Filed Mar 10, 2025 16:19 UTC | Burke & Herbert Financial Services Corp. BHRB · Entity 4722 | PurchaseCommon Stock | 500 | $60.20 | $30,100.00 |
DisclosureSEC source: 0001964333-25-000078 · wk-form4_1741623533.xml · nonDerivative · entry 1 Riojas Jose David · CIK 0001964476 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · Held by Jose and Susan Riojas Joint Revocable Trust Disclosed balance after: 17,500 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: 0001964333-24-000334 · wk-form4_1724073239.xml · nonDerivative · entry 1 Riojas Jose David · CIK 0001964476 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 11,000 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: 0001964333-24-000289 · wk-form4_1718732581.xml · derivative · entry 5 Riojas Jose David · CIK 0001964476 · 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: 0001964333-24-000289 · wk-form4_1718732581.xml · derivative · entry 4 Riojas Jose David · CIK 0001964476 · 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: 0001964333-24-000289 · wk-form4_1718732581.xml · nonDerivative · entry 2 Riojas Jose David · CIK 0001964476 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 10,000 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: 0001964333-24-000289 · wk-form4_1718732581.xml · nonDerivative · entry 1 Riojas Jose David · CIK 0001964476 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 7,000 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 10, 2024 Filed Jun 11, 2024 10:05 UTC | Burke & Herbert Financial Services Corp. BHRB · Entity 4722 | PurchaseCommon Stock | 400 | $47.15 | $18,860.00 |
DisclosureSEC source: 0001964333-24-000270 · wk-form4_1718100316.xml · nonDerivative · entry 3 Riojas Jose David · CIK 0001964476 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · Held by Jose and Susan Riojas Joint Revocable Trust Disclosed balance after: 16,000 Read SEC document |
| June 10, 2024 Filed Jun 11, 2024 10:05 UTC | Burke & Herbert Financial Services Corp. BHRB · Entity 4722 | PurchaseCommon Stock | 500 | $47.50 | $23,750.00 |
DisclosureSEC source: 0001964333-24-000270 · wk-form4_1718100316.xml · nonDerivative · entry 2 Riojas Jose David · CIK 0001964476 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · Held by Jose and Susan Riojas Joint Revocable Trust Disclosed balance after: 15,600 Read SEC document |
| June 10, 2024 Filed Jun 11, 2024 10:05 UTC | Burke & Herbert Financial Services Corp. BHRB · Entity 4722 | PurchaseCommon Stock | 497 | $47.75 | $23,731.75 |
DisclosureSEC source: 0001964333-24-000270 · wk-form4_1718100316.xml · nonDerivative · entry 1 Riojas Jose David · CIK 0001964476 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · Held by Jose and Susan Riojas Joint Revocable Trust Disclosed balance after: 15,100 Read SEC document |
| June 06, 2024 Filed Jun 7, 2024 12:08 UTC | Burke & Herbert Financial Services Corp. BHRB · Entity 4722 | PurchaseCommon Stock | 3 | $47.75 | $143.25 |
DisclosureSEC source: 0001964333-24-000268 · wk-form4_1717762130.xml · nonDerivative · entry 1 Riojas Jose David · CIK 0001964476 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · Held by Jose and Susan Riojas Joint Revocable Trust Disclosed balance after: 14,603 Read SEC document |
| May 23, 2024 Filed May 24, 2024 12:13 UTC | Burke & Herbert Financial Services Corp. BHRB · Entity 4722 | PurchaseCommon Stock | 600 | $48.00 | $28,800.00 |
DisclosureSEC source: 0001964333-24-000250 · wk-form4_1716552796.xml · nonDerivative · entry 1 Riojas Jose David · CIK 0001964476 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · Held by Jose and Susan Riojas Joint Revocable Trust Disclosed balance after: 14,600 Read SEC document |
| April 30, 2024 Filed Apr 30, 2024 19:13 UTC | Burke & Herbert Financial Services Corp. BHRB · Entity 4722 | PurchaseCommon Stock | 400 | $52.50 | $21,000.00 |
DisclosureSEC source: 0001964333-24-000110 · wk-form4_1714504371.xml · nonDerivative · entry 1 Riojas Jose David · CIK 0001964476 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · Held by Jose and Susan Riojas Joint Revocable Trust Disclosed balance after: 14,000 Read SEC document |
| January 31, 2024 Filed Jan 31, 2024 17:16 UTC | Burke & Herbert Financial Services Corp. BHRB · Entity 4722 | PurchaseCommon Stock | 874 | $60.00 | $52,440.00 |
DisclosureSEC source: 0001964333-24-000038 · wk-form4_1706721399.xml · nonDerivative · entry 1 Riojas Jose David · CIK 0001964476 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · Held by Jose and Susan Riojas Joint Revocable Trust Disclosed balance after: 13,600 Read SEC document |
| January 30, 2024 Filed Jan 30, 2024 22:45 UTC | Burke & Herbert Financial Services Corp. BHRB · Entity 4722 | PurchaseCommon Stock | 1,126 | $60.00 | $67,560.00 |
DisclosureSEC source: 0001964333-24-000034 · wk-form4_1706654709.xml · nonDerivative · entry 1 Riojas Jose David · CIK 0001964476 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · Held by Jose and Susan Riojas Joint Revocable Trust Disclosed balance after: 12,726 Read SEC document |
| January 08, 2024 Filed Jan 24, 2024 01:57 UTC | Burke & Herbert Financial Services Corp. BHRB · Entity 4722 | GrantPhantom Stock · Derivative | 50 | $58.89 | $2,944.50 |
DisclosureSEC source: 0001964333-24-000023 · wk-form4_1706061435.xml · derivative · entry 15 Riojas Jose David · CIK 0001964476 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,490 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 |
| December 15, 2023 Filed Jan 24, 2024 01:57 UTC | Burke & Herbert Financial Services Corp. BHRB · Entity 4722 | GrantPhantom Stock · Derivative | 175 | $57.02 | $9,978.50 |
DisclosureSEC source: 0001964333-24-000023 · wk-form4_1706061435.xml · derivative · entry 14 Riojas Jose David · CIK 0001964476 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,440 Underlying: Common Stock · 175 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 01:57 UTC | Burke & Herbert Financial Services Corp. BHRB · Entity 4722 | GrantPhantom Stock · Derivative | 100 | $48.52 | $4,852.00 |
DisclosureSEC source: 0001964333-24-000023 · wk-form4_1706061435.xml · derivative · entry 13 Riojas Jose David · CIK 0001964476 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,265 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 01:57 UTC | Burke & Herbert Financial Services Corp. BHRB · Entity 4722 | GrantPhantom Stock · Derivative | 93 | $45.93 | $4,271.49 |
DisclosureSEC source: 0001964333-24-000023 · wk-form4_1706061435.xml · derivative · entry 12 Riojas Jose David · CIK 0001964476 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,165 Underlying: Common Stock · 93 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 15, 2023 Filed Jan 24, 2024 01:57 UTC | Burke & Herbert Financial Services Corp. BHRB · Entity 4722 | GrantPhantom Stock · Derivative | 7 | $46.02 | $322.14 |
DisclosureSEC source: 0001964333-24-000023 · wk-form4_1706061435.xml · derivative · entry 11 Riojas Jose David · CIK 0001964476 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,072 Underlying: Common Stock · 7 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 01:57 UTC | Burke & Herbert Financial Services Corp. BHRB · Entity 4722 | GrantPhantom Stock · Derivative | 100 | $44.62 | $4,462.00 |
DisclosureSEC source: 0001964333-24-000023 · wk-form4_1706061435.xml · derivative · entry 10 Riojas Jose David · CIK 0001964476 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,065 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 13, 2023 Filed Sep 13, 2023 19:15 UTC | Burke & Herbert Financial Services Corp. BHRB · Entity 4722 | PurchaseCommon Stock | 1,000 | $48.66 | $48,660.00 |
DisclosureSEC source: 0001964333-23-000191 · wk-form4_1694632504.xml · nonDerivative · entry 1 Riojas Jose David · CIK 0001964476 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,000 Read SEC document |
| September 13, 2023 Filed Jan 15, 2025 21:15 UTC Amendment | Burke & Herbert Financial Services Corp. BHRB · Entity 4722 | PurchaseCommon Stock | 1,000 | $48.66 | $48,660.00 |
DisclosureSEC source: 0001964333-25-000002 · wk-form4a_1736975727.xml · nonDerivative · entry 1 Riojas Jose David · CIK 0001964476 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · Held by Jose and Susan Riojas Joint Revocable Trust Disclosed balance after: 12,600 F1 · balance_after: The reporting person inadvertently reported the acquisition of 1,000 shares of common stock on September 13, 2023 in his direct holdings. That transaction actually occurred with respect to the Jose and Susan Riojas Joint Revocable Trust, and this Form 4 reflects the reporting person's correct direct and indirect holdings after the transaction on September 13, 2023. Read SEC document |
| September 06, 2023 Filed Jan 24, 2024 01:57 UTC | Burke & Herbert Financial Services Corp. BHRB · Entity 4722 | GrantPhantom Stock · Derivative | 50 | $51.32 | $2,566.00 |
DisclosureSEC source: 0001964333-24-000023 · wk-form4_1706061435.xml · derivative · entry 9 Riojas Jose David · CIK 0001964476 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 965 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 31, 2023 Filed Aug 31, 2023 17:03 UTC | Burke & Herbert Financial Services Corp. BHRB · Entity 4722 | PurchaseCommon Stock | 1,000 | $51.34 | $51,340.00 |
DisclosureSEC source: 0001964333-23-000181 · wk-form4_1693501380.xml · nonDerivative · entry 1 Riojas Jose David · CIK 0001964476 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · Held by Jose and Susan Riojas Joint Revocable Trust Disclosed balance after: 11,600 Read SEC document |
| August 21, 2023 Filed Jan 24, 2024 01:57 UTC | Burke & Herbert Financial Services Corp. BHRB · Entity 4722 | GrantPhantom Stock · Derivative | 200 | $52.77 | $10,554.00 |
DisclosureSEC source: 0001964333-24-000023 · wk-form4_1706061435.xml · derivative · entry 8 Riojas Jose David · CIK 0001964476 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 915 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 01:57 UTC | Burke & Herbert Financial Services Corp. BHRB · Entity 4722 | GrantPhantom Stock · Derivative | 100 | $52.93 | $5,293.00 |
DisclosureSEC source: 0001964333-24-000023 · wk-form4_1706061435.xml · derivative · entry 7 Riojas Jose David · CIK 0001964476 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 715 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 01:57 UTC | Burke & Herbert Financial Services Corp. BHRB · Entity 4722 | GrantPhantom Stock · Derivative | 100 | $52.88 | $5,288.00 |
DisclosureSEC source: 0001964333-24-000023 · wk-form4_1706061435.xml · derivative · entry 6 Riojas Jose David · CIK 0001964476 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 615 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 01:57 UTC | Burke & Herbert Financial Services Corp. BHRB · Entity 4722 | GrantPhantom Stock · Derivative | 10 | $53.63 | $536.30 |
DisclosureSEC source: 0001964333-24-000023 · wk-form4_1706061435.xml · derivative · entry 5 Riojas Jose David · CIK 0001964476 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 515 Underlying: Common Stock · 10 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 01:57 UTC | Burke & Herbert Financial Services Corp. BHRB · Entity 4722 | GrantPhantom Stock · Derivative | 50 | $75.02 | $3,751.00 |
DisclosureSEC source: 0001964333-24-000023 · wk-form4_1706061435.xml · derivative · entry 4 Riojas Jose David · CIK 0001964476 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 505 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 01:57 UTC | Burke & Herbert Financial Services Corp. BHRB · Entity 4722 | GrantPhantom Stock · Derivative | 50 | $80.00 | $4,000.00 |
DisclosureSEC source: 0001964333-24-000023 · wk-form4_1706061435.xml · derivative · entry 3 Riojas Jose David · CIK 0001964476 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 455 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 01:57 UTC | Burke & Herbert Financial Services Corp. BHRB · Entity 4722 | GrantPhantom Stock · Derivative | 200 | $79.02 | $15,804.00 |
DisclosureSEC source: 0001964333-24-000023 · wk-form4_1706061435.xml · derivative · entry 2 Riojas Jose David · CIK 0001964476 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 405 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 01:57 UTC | Burke & Herbert Financial Services Corp. BHRB · Entity 4722 | GrantPhantom Stock · Derivative | 5 | $81.52 | $407.60 |
DisclosureSEC source: 0001964333-24-000023 · wk-form4_1706061435.xml · derivative · entry 1 Riojas Jose David · CIK 0001964476 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 205 Underlying: Common Stock · 5 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.