Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Burke & Herbert Financial Services Corp.BHRB · Entity 4722 | SVP, Chief Accounting 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 | 2,665 |
Reported balance
After 2026-08-31 transaction · row 1
1 source rowRow 1 · 2026-08-31 · Grant · Acquired 111 · Balance 2,665 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 19:00 UTC | Burke & Herbert Financial Services Corp. BHRB · Entity 4722 | GrantCommon Stock | 111 | $54.77 | $6,079.47 |
DisclosureSEC source: 0002065589-26-000012 · wk-form4_1790708438.xml · nonDerivative · entry 1 Huffman Patrick Kip · CIK 0002065589 · SVP, Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,665 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 |
| May 03, 2026 Filed May 4, 2026 20:23 UTC | Burke & Herbert Financial Services Corp. BHRB · Entity 4722 | GrantCommon Stock | 950 | $0.00 | $0.00 |
DisclosureSEC source: 0002065589-26-000010 · wk-form4_1777926237.xml · nonDerivative · entry 1 Huffman Patrick Kip · CIK 0002065589 · SVP, Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,554 F1 · shares: The reporting person received an award of 950 time based restricted stock units ("RSUs"). The award will vest in three annual installments beginning on May 3, 2027, subject to the reporting person's continued employment through each applicable vesting date. Each vested RSU will be settled in share of Burke & Herbert Financial Services Corp. common stock within 60 days of the vested date. Read SEC document |
| February 28, 2026 Filed Mar 4, 2026 18:55 UTC | Burke & Herbert Financial Services Corp. BHRB · Entity 4722 | GrantCommon Stock | 109 | $54.03 | $5,888.83 |
DisclosureSEC source: 0002065589-26-000008 · wk-form4_1772650534.xml · nonDerivative · entry 1 Huffman Patrick Kip · CIK 0002065589 · SVP, Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,604 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, 2025, through February 28, 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 August 29, 2025, 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 |
| January 22, 2026 Filed Jan 23, 2026 15:23 UTC | Burke & Herbert Financial Services Corp. BHRB · Entity 4722 | GrantCommon Stock | 950 | $0.00 | $0.00 |
DisclosureSEC source: 0002065589-26-000002 · wk-form4_1769181822.xml · nonDerivative · entry 1 Huffman Patrick Kip · CIK 0002065589 · SVP, Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,950 F1 · shares: The reporting person received an award of 950 time based restricted stock units ("RSUs"). The award will vest in three annual installments beginning on May 3, 2026, subject to the reporting person's continued employment through each applicable vesting date. Each vested RSU will be settled in share of Burke & Herbert Financial Services Corp. common stock within 60 days of the vested date. Read SEC document |
| January 22, 2026 Filed Feb 6, 2026 21:43 UTC Amendment | Burke & Herbert Financial Services Corp. BHRB · Entity 4722 | OtherCommon Stock | 950 | $0.00 | $0.00 |
DisclosureSEC source: 0002065589-26-000004 · wk-form4a_1770414219.xml · nonDerivative · entry 1 Huffman Patrick Kip · CIK 0002065589 · SVP, Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,000 F1 · kind: On January 23, 2026, the reporting person mistakenly filed a Form 4 reporting an award of 950 time vested restricted stock units (RSUs) that vest in three annual installments beginning on May 3, 2026. The award will not be effective until May 3, 2026. As of January 22, 2026, the reporting person only owned 1,000 shares of common stock. Read SEC document |
| January 22, 2026 Filed Feb 19, 2026 19:25 UTC | Burke & Herbert Financial Services Corp. BHRB · Entity 4722 | GrantCommon Stock | 495 | $0.00 | $0.00 |
DisclosureSEC source: 0002065589-26-000006 · wk-form4_1771529133.xml · nonDerivative · entry 1 Huffman Patrick Kip · CIK 0002065589 · SVP, Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,495 F1 · shares: The reporting person received an award of 495 time-based restricted stock units (RSUs). The award will vest in three equal annual installments subject to the reporting person's continued employment through each applicable vesting date. Each RSU will be settled in a share of Burke & Herbert Financial Services Corp. common stock. Read SEC document |
| April 21, 2025 Filed Apr 24, 2025 14:46 UTC | Burke & Herbert Financial Services Corp. BHRB · Entity 4722 | PurchaseCommon Stock | 1,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001964333-25-000137 · wk-form4_1745505975.xml · nonDerivative · entry 1 Huffman Patrick Kip · CIK 0002065589 · SVP, Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,000 F1 · shares: Restricted stock units awarded for offer of employment. The units vest on the third anniversary of the grant date, subject to continued service at the time of vesting and may only be settled in shares of the Issuer's common stock on a one-for-one basis. 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.