Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Burke & Herbert Financial Services Corp.BHRB · Entity 4722 | EVP, Wealth Services | 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 | 4,975 |
Reported balance
After 2026-08-31 transaction · row 1
1 source rowRow 1 · 2026-08-31 · Grant · Acquired 63 · Balance 4,975 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 | 63 | $54.77 | $3,450.51 |
DisclosureSEC source: 0001964490-26-000012 · wk-form4_1790708443.xml · nonDerivative · entry 1 Rowan Shannon Barrow · CIK 0001964490 · EVP, Wealth Services 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,975 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 20:24 UTC | Burke & Herbert Financial Services Corp. BHRB · Entity 4722 | Tax withholdingCommon Stock | 211 | $64.64 | $13,639.04 |
DisclosureSEC source: 0001964490-26-000010 · wk-form4_1777926284.xml · nonDerivative · entry 1 Rowan Shannon Barrow · CIK 0001964490 · EVP, Wealth Services 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,912 Read SEC document |
| February 28, 2026 Filed Mar 4, 2026 18:55 UTC | Burke & Herbert Financial Services Corp. BHRB · Entity 4722 | GrantCommon Stock | 63 | $54.03 | $3,403.64 |
DisclosureSEC source: 0001964490-26-000008 · wk-form4_1772650539.xml · nonDerivative · entry 1 Rowan Shannon Barrow · CIK 0001964490 · EVP, Wealth Services 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,123 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 15:25 UTC | Burke & Herbert Financial Services Corp. BHRB · Entity 4722 | GrantCommon Stock | 834 | $0.00 | $0.00 |
DisclosureSEC source: 0001964490-26-000004 · wk-form4_1769181904.xml · nonDerivative · entry 1 Rowan Shannon Barrow · CIK 0001964490 · EVP, Wealth Services 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,060 F1 · shares: The reporting person received an award of 834 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, 2026, subject to the reporting person's continued employment through each applicable vesting date. Each vested PRSU 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 19, 2026 19:24 UTC | Burke & Herbert Financial Services Corp. BHRB · Entity 4722 | GrantCommon Stock | 1,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001964490-26-000006 · wk-form4_1771529090.xml · nonDerivative · entry 1 Rowan Shannon Barrow · CIK 0001964490 · EVP, Wealth Services 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,060 F1 · shares: The reporting person received an award of 1,000 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 |
| January 19, 2026 Filed Jan 22, 2026 13:35 UTC | Burke & Herbert Financial Services Corp. BHRB · Entity 4722 | Exercise / conversionRestricted Stock Units · Derivative | 295 | $0.00 | $0.00 |
DisclosureSEC source: 0001964490-26-000002 · wk-form4_1769088929.xml · derivative · entry 3 Rowan Shannon Barrow · CIK 0001964490 · EVP, Wealth Services 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 295 shares Expires 2026-01-19 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: On January 19, 2023, the reporting person was granted 295 restricted stock units, vesting on January 19, 2026, assuming continued service at that time. Read SEC document |
| January 19, 2026 Filed Jan 22, 2026 13:35 UTC | Burke & Herbert Financial Services Corp. BHRB · Entity 4722 | Tax withholdingCommon Stock | 105 | $64.67 | $6,790.35 |
DisclosureSEC source: 0001964490-26-000002 · wk-form4_1769088929.xml · nonDerivative · entry 2 Rowan Shannon Barrow · CIK 0001964490 · EVP, Wealth Services 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,226 Read SEC document |
| January 19, 2026 Filed Jan 22, 2026 13:35 UTC | Burke & Herbert Financial Services Corp. BHRB · Entity 4722 | Exercise / conversionCommon Stock | 295 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001964490-26-000002 · wk-form4_1769088929.xml · nonDerivative · entry 1 Rowan Shannon Barrow · CIK 0001964490 · EVP, Wealth Services 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,331 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 |
| August 31, 2025 Filed Sep 11, 2025 19:19 UTC | Burke & Herbert Financial Services Corp. BHRB · Entity 4722 | GrantCommon Stock | 63 | $53.01 | $3,339.38 |
DisclosureSEC source: 0001964490-25-000003 · wk-form4_1757618361.xml · nonDerivative · entry 1 Rowan Shannon Barrow · CIK 0001964490 · EVP, Wealth Services 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,036 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, 2025, through August 31, 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). Read SEC document |
| May 03, 2025 Filed May 6, 2025 17:32 UTC | Burke & Herbert Financial Services Corp. BHRB · Entity 4722 | Tax withholdingCommon Stock | 126 | $57.39 | $7,231.14 |
DisclosureSEC source: 0001964333-25-000171 · wk-form4_1746552718.xml · nonDerivative · entry 1 Rowan Shannon Barrow · CIK 0001964490 · EVP, Wealth Services 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,973 Read SEC document |
| February 28, 2025 Filed Mar 18, 2025 15:11 UTC | Burke & Herbert Financial Services Corp. BHRB · Entity 4722 | GrantCommon Stock | 63 | $53.01 | $3,339.38 |
DisclosureSEC source: 0001964333-25-000118 · wk-form4_1742310660.xml · nonDerivative · entry 1 Rowan Shannon Barrow · CIK 0001964490 · EVP, Wealth Services 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,099 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). Read SEC document |
| January 23, 2025 Filed Jan 27, 2025 21:20 UTC | Burke & Herbert Financial Services Corp. BHRB · Entity 4722 | GrantCommon Stock | 1,253 | $0.00 | $0.00 |
DisclosureSEC source: 0001964333-25-000036 · wk-form4_1738012812.xml · nonDerivative · entry 1 Rowan Shannon Barrow · CIK 0001964490 · EVP, Wealth Services 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,036 F1 · shares: The reporting person received an award of 1,253 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 |
| January 21, 2025 Filed Jan 23, 2025 15:48 UTC | Burke & Herbert Financial Services Corp. BHRB · Entity 4722 | Exercise / conversionRestricted Stock Units · Derivative | 360 | $0.00 | $0.00 |
DisclosureSEC source: 0001964333-25-000009 · wk-form4_1737647307.xml · derivative · entry 3 Rowan Shannon Barrow · CIK 0001964490 · EVP, Wealth Services 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 360 shares Expires 2025-01-21 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: On January 21, 2022, the reporting person was granted 360 restricted stock units, vesting on January 21, 2025, assuming continued service at that time. Read SEC document |
| January 21, 2025 Filed Jan 23, 2025 15:48 UTC | Burke & Herbert Financial Services Corp. BHRB · Entity 4722 | Tax withholdingCommon Stock | 128 | $62.18 | $7,959.04 |
DisclosureSEC source: 0001964333-25-000009 · wk-form4_1737647307.xml · nonDerivative · entry 2 Rowan Shannon Barrow · CIK 0001964490 · EVP, Wealth Services 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,783 Read SEC document |
| January 21, 2025 Filed Jan 23, 2025 15:48 UTC | Burke & Herbert Financial Services Corp. BHRB · Entity 4722 | Exercise / conversionCommon Stock | 360 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001964333-25-000009 · wk-form4_1737647307.xml · nonDerivative · entry 1 Rowan Shannon Barrow · CIK 0001964490 · EVP, Wealth Services 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,911 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 |
| August 31, 2024 Filed Sep 6, 2024 13:21 UTC | Burke & Herbert Financial Services Corp. BHRB · Entity 4722 | GrantCommon Stock | 69 | $46.97 | $3,240.93 |
DisclosureSEC source: 0001964333-24-000350 · wk-form4_1725628899.xml · nonDerivative · entry 1 Rowan Shannon Barrow · CIK 0001964490 · EVP, Wealth Services 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,551 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, 2024, through August 31, 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 March 1, 2024, 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 |
| February 29, 2024 Filed Mar 4, 2024 14:24 UTC | Burke & Herbert Financial Services Corp. BHRB · Entity 4722 | GrantCommon Stock | 75 | $43.11 | $3,233.40 |
DisclosureSEC source: 0001964333-24-000067 · wk-form4_1709562234.xml · nonDerivative · entry 1 Rowan Shannon Barrow · CIK 0001964490 · EVP, Wealth Services 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,482 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 |
| February 10, 2024 Filed Feb 14, 2024 22:40 UTC | Burke & Herbert Financial Services Corp. BHRB · Entity 4722 | Exercise / conversionRestricted Stock Units · Derivative | 320 | $0.00 | $0.00 |
DisclosureSEC source: 0001964333-24-000048 · wk-form4_1707950383.xml · derivative · entry 3 Rowan Shannon Barrow · CIK 0001964490 · EVP, Wealth Services 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 320 shares Expires 2024-02-10 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: On February 10, 2021, the reporting person was granted 320 restricted stock units, vesting on February 10, 2024, assuming continued service at this time. F2 · derivative.expiration_date: On February 10, 2021, the reporting person was granted 320 restricted stock units, vesting on February 10, 2024, assuming continued service at this time. Read SEC document |
| February 10, 2024 Filed Feb 14, 2024 22:40 UTC | Burke & Herbert Financial Services Corp. BHRB · Entity 4722 | Tax withholdingCommon Stock | 113 | $56.90 | $6,429.70 |
DisclosureSEC source: 0001964333-24-000048 · wk-form4_1707950383.xml · nonDerivative · entry 2 Rowan Shannon Barrow · CIK 0001964490 · EVP, Wealth Services 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,407 Read SEC document |
| February 10, 2024 Filed Feb 14, 2024 22:40 UTC | Burke & Herbert Financial Services Corp. BHRB · Entity 4722 | Exercise / conversionCommon Stock | 320 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001964333-24-000048 · wk-form4_1707950383.xml · nonDerivative · entry 1 Rowan Shannon Barrow · CIK 0001964490 · EVP, Wealth Services 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,520 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 |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.