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 | 28,700 |
Reported balance
After 2026-06-19 transaction · row 1
1 source rowRow 1 · 2026-06-19 · Grant · Acquired 1,000 · Balance 28,700 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. |
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 15:23 UTC | Burke & Herbert Financial Services Corp. BHRB · Entity 4722 | GrantCommon Stock | 1,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001964482-26-000002 · wk-form4_1782141796.xml · nonDerivative · entry 1 Anderson Mark Guthrie · CIK 0001964482 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 28,700 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 02, 2025 Filed Jun 2, 2025 18:19 UTC | Burke & Herbert Financial Services Corp. BHRB · Entity 4722 | PurchaseCommon Stock | 1,500 | $56.32 | $84,487.35 |
DisclosureSEC source: 0001964333-25-000218 · wk-form4_1748888346.xml · nonDerivative · entry 2 Anderson Mark Guthrie · CIK 0001964482 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 27,700 Read SEC document |
| June 02, 2025 Filed Jun 2, 2025 18:19 UTC | Burke & Herbert Financial Services Corp. BHRB · Entity 4722 | PurchaseCommon Stock | 500 | $56.62 | $28,310.70 |
DisclosureSEC source: 0001964333-25-000218 · wk-form4_1748888346.xml · nonDerivative · entry 1 Anderson Mark Guthrie · CIK 0001964482 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 26,200 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: 0001964333-25-000208 · wk-form4_1748351925.xml · nonDerivative · entry 1 Anderson Mark Guthrie · CIK 0001964482 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 25,700 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 |
| May 19, 2025 Filed May 19, 2025 16:50 UTC | Burke & Herbert Financial Services Corp. BHRB · Entity 4722 | PurchaseCommon Stock | 2,300 | $57.25 | $131,666.72 |
DisclosureSEC source: 0001964333-25-000182 · wk-form4_1747673398.xml · nonDerivative · entry 1 Anderson Mark Guthrie · CIK 0001964482 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 24,700 Read SEC document |
| April 29, 2025 Filed Apr 29, 2025 18:06 UTC | Burke & Herbert Financial Services Corp. BHRB · Entity 4722 | PurchaseCommon Stock | 3,000 | $52.99 | $158,970.00 |
DisclosureSEC source: 0001964333-25-000148 · wk-form4_1745949959.xml · nonDerivative · entry 1 Anderson Mark Guthrie · CIK 0001964482 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 22,400 F1 · price: The price reported in Column 4 is a weighted average price. These shares were purchased in multiple transactions at prices ranging from $52.75 to $53.50, 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 |
| October 29, 2024 Filed Oct 30, 2024 12:47 UTC | Burke & Herbert Financial Services Corp. BHRB · Entity 4722 | PurchaseCommon Stock | 300 | $64.07 | $19,219.50 |
DisclosureSEC source: 0001964333-24-000356 · wk-form4_1730292422.xml · nonDerivative · entry 2 Anderson Mark Guthrie · CIK 0001964482 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 19,400 Read SEC document |
| October 29, 2024 Filed Oct 30, 2024 12:47 UTC | Burke & Herbert Financial Services Corp. BHRB · Entity 4722 | PurchaseCommon Stock | 900 | $64.24 | $57,815.91 |
DisclosureSEC source: 0001964333-24-000356 · wk-form4_1730292422.xml · nonDerivative · entry 1 Anderson Mark Guthrie · CIK 0001964482 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 19,100 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: 0001964333-24-000342 · wk-form4_1724073322.xml · nonDerivative · entry 1 Anderson Mark Guthrie · CIK 0001964482 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 18,200 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 17:42 UTC | Burke & Herbert Financial Services Corp. BHRB · Entity 4722 | Exercise / conversionRestricted Stock Units · Derivative | 3,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001964333-24-000286 · wk-form4_1718732542.xml · derivative · entry 4 Anderson Mark Guthrie · CIK 0001964482 · 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: 0001964333-24-000286 · wk-form4_1718732542.xml · derivative · entry 3 Anderson Mark Guthrie · CIK 0001964482 · 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: 0001964333-24-000286 · wk-form4_1718732542.xml · nonDerivative · entry 2 Anderson Mark Guthrie · CIK 0001964482 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 17,200 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 17:42 UTC | Burke & Herbert Financial Services Corp. BHRB · Entity 4722 | Exercise / conversionCommon Stock | 3,000 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001964333-24-000286 · wk-form4_1718732542.xml · nonDerivative · entry 1 Anderson Mark Guthrie · CIK 0001964482 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 14,200 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 |
| February 21, 2024 Filed Feb 21, 2024 16:28 UTC | Burke & Herbert Financial Services Corp. BHRB · Entity 4722 | PurchaseCommon Stock | 2,400 | $55.35 | $132,840.00 |
DisclosureSEC source: 0001964333-24-000054 · wk-form4_1708532922.xml · nonDerivative · entry 1 Anderson Mark Guthrie · CIK 0001964482 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 11,200 Read SEC document |
| January 19, 2024 Filed Jan 19, 2024 20:21 UTC | Burke & Herbert Financial Services Corp. BHRB · Entity 4722 | GiftCommon Stock | 9,600 | $0.00 | $0.00 |
DisclosureSEC source: 0001964333-24-000002 · wk-form4_1705695701.xml · nonDerivative · entry 1 Anderson Mark Guthrie · CIK 0001964482 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · Held by Mark G. Anderson Irrevocable Trust Disclosed balance after: 0 Read SEC document |
| September 08, 2023 Filed Sep 8, 2023 16:11 UTC | Burke & Herbert Financial Services Corp. BHRB · Entity 4722 | PurchaseCommon Stock | 2,400 | $50.00 | $120,000.00 |
DisclosureSEC source: 0001964333-23-000185 · wk-form4_1694189504.xml · nonDerivative · entry 1 Anderson Mark Guthrie · CIK 0001964482 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,200 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.