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 | May 03, 2026 | May 04, 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 May 03, 2026 · Filed May 04, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 21,054 |
Reported balance
After 2026-05-03 transaction · row 1
1 source rowRow 1 · 2026-05-03 · Tax withholding · Disposed 2,649 · Balance 21,054 |
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 |
|---|---|---|---|---|---|---|
| May 03, 2026 Filed May 4, 2026 20:24 UTC | Burke & Herbert Financial Services Corp. BHRB · Entity 4722 | Tax withholdingCommon Stock | 2,649 | $64.64 | $171,231.36 |
DisclosureSEC source: 0001964158-26-000008 · wk-form4_1777926295.xml · nonDerivative · entry 1 Halyama Roy Eugene · CIK 0001964158 · EVP, Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 21,054 Read SEC document |
| January 22, 2026 Filed Jan 23, 2026 15:24 UTC | Burke & Herbert Financial Services Corp. BHRB · Entity 4722 | GrantCommon Stock | 5,984 | $0.00 | $0.00 |
DisclosureSEC source: 0001964158-26-000004 · wk-form4_1769181862.xml · nonDerivative · entry 1 Halyama Roy Eugene · CIK 0001964158 · EVP, Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 20,053 F1 · shares: The reporting person received an award of 5,984 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 19:25 UTC | Burke & Herbert Financial Services Corp. BHRB · Entity 4722 | GrantCommon Stock | 3,650 | $0.00 | $0.00 |
DisclosureSEC source: 0001964158-26-000006 · wk-form4_1771529113.xml · nonDerivative · entry 1 Halyama Roy Eugene · CIK 0001964158 · EVP, Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 23,703 F1 · shares: The reporting person received an award of 3,650 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 | 829 | $0.00 | $0.00 |
DisclosureSEC source: 0001964158-26-000002 · wk-form4_1769088937.xml · derivative · entry 3 Halyama Roy Eugene · CIK 0001964158 · EVP, Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 829 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 829 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 | 443 | $64.67 | $28,648.81 |
DisclosureSEC source: 0001964158-26-000002 · wk-form4_1769088937.xml · nonDerivative · entry 2 Halyama Roy Eugene · CIK 0001964158 · EVP, Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 14,069 Read SEC document |
| January 19, 2026 Filed Jan 22, 2026 13:35 UTC | Burke & Herbert Financial Services Corp. BHRB · Entity 4722 | Exercise / conversionCommon Stock | 829 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001964158-26-000002 · wk-form4_1769088937.xml · nonDerivative · entry 1 Halyama Roy Eugene · CIK 0001964158 · EVP, Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 14,512 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 |
| May 03, 2025 Filed May 6, 2025 17:31 UTC | Burke & Herbert Financial Services Corp. BHRB · Entity 4722 | Tax withholdingCommon Stock | 1,440 | $57.39 | $82,641.60 |
DisclosureSEC source: 0001964333-25-000168 · wk-form4_1746552685.xml · nonDerivative · entry 1 Halyama Roy Eugene · CIK 0001964158 · EVP, Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 13,683 Read SEC document |
| January 23, 2025 Filed Jan 27, 2025 21:20 UTC | Burke & Herbert Financial Services Corp. BHRB · Entity 4722 | GrantCommon Stock | 8,976 | $0.00 | $0.00 |
DisclosureSEC source: 0001964333-25-000037 · wk-form4_1738012824.xml · nonDerivative · entry 1 Halyama Roy Eugene · CIK 0001964158 · EVP, Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 15,123 F1 · shares: The reporting person received an award of 8,976 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 | 960 | $0.00 | $0.00 |
DisclosureSEC source: 0001964333-25-000010 · wk-form4_1737647319.xml · derivative · entry 3 Halyama Roy Eugene · CIK 0001964158 · EVP, Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 960 shares Expires 2025-01-25 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 960 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 | 417 | $62.18 | $25,929.06 |
DisclosureSEC source: 0001964333-25-000010 · wk-form4_1737647319.xml · nonDerivative · entry 2 Halyama Roy Eugene · CIK 0001964158 · EVP, Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 6,147 Read SEC document |
| January 21, 2025 Filed Jan 23, 2025 15:48 UTC | Burke & Herbert Financial Services Corp. BHRB · Entity 4722 | Exercise / conversionCommon Stock | 960 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001964333-25-000010 · wk-form4_1737647319.xml · nonDerivative · entry 1 Halyama Roy Eugene · CIK 0001964158 · EVP, Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 6,564 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 / conversionRestricted Stock Units · Derivative | 3,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001964333-24-000285 · wk-form4_1718732528.xml · derivative · entry 6 Halyama Roy Eugene · CIK 0001964158 · EVP, Chief Financial Officer 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: 0001964333-24-000285 · wk-form4_1718732528.xml · derivative · entry 5 Halyama Roy Eugene · CIK 0001964158 · EVP, Chief Financial Officer 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 | Tax withholdingCommon Stock | 903 | $47.46 | $42,856.38 |
DisclosureSEC source: 0001964333-24-000285 · wk-form4_1718732528.xml · nonDerivative · entry 4 Halyama Roy Eugene · CIK 0001964158 · EVP, Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,604 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: 0001964333-24-000285 · wk-form4_1718732528.xml · nonDerivative · entry 3 Halyama Roy Eugene · CIK 0001964158 · EVP, Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 6,507 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 | Tax withholdingCommon Stock | 903 | $47.46 | $42,856.38 |
DisclosureSEC source: 0001964333-24-000285 · wk-form4_1718732528.xml · nonDerivative · entry 2 Halyama Roy Eugene · CIK 0001964158 · EVP, Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,507 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: 0001964333-24-000285 · wk-form4_1718732528.xml · nonDerivative · entry 1 Halyama Roy Eugene · CIK 0001964158 · EVP, Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,410 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 |
| April 05, 2024 Filed Apr 8, 2024 19:48 UTC | Burke & Herbert Financial Services Corp. BHRB · Entity 4722 | Exercise / conversionRestricted Stock Units · Derivative | 2,040 | $0.00 | $0.00 |
DisclosureSEC source: 0001964333-24-000081 · wk-form4_1712605686.xml · derivative · entry 3 Halyama Roy Eugene · CIK 0001964158 · EVP, Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 2,040 shares Expires 2024-04-05 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 April 5, 2021, the reporting person was granted 2,040 restricted stock units, vesting on April 5, 2024, assuming continued service at that time. Read SEC document |
| April 05, 2024 Filed Apr 8, 2024 19:48 UTC | Burke & Herbert Financial Services Corp. BHRB · Entity 4722 | Tax withholdingCommon Stock | 630 | $53.89 | $33,947.55 |
DisclosureSEC source: 0001964333-24-000081 · wk-form4_1712605686.xml · nonDerivative · entry 2 Halyama Roy Eugene · CIK 0001964158 · EVP, Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,410 Read SEC document |
| April 05, 2024 Filed Apr 8, 2024 19:48 UTC | Burke & Herbert Financial Services Corp. BHRB · Entity 4722 | Exercise / conversionCommon Stock | 2,040 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001964333-24-000081 · wk-form4_1712605686.xml · nonDerivative · entry 1 Halyama Roy Eugene · CIK 0001964158 · EVP, Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,040 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.