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 Credit Officer | September 30, 2024 | October 02, 2024 |
| GLEN BURNIE BANCORPGLBZ · Entity 9616 | Executive Vice President | May 16, 2025 | June 17, 2025 |
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 September 30, 2024 · Filed October 02, 2024
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 3,480 |
Reported balance
After 2024-09-30 transaction · row 1
1 source rowRow 1 · 2024-09-30 · Exercise / conversion · Acquired 960 · Balance 3,480 F1: Restricted stock units converted into common stock on a one-for-one basis. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security · Expires 2024-09-30 | Direct | 0 |
Reported balance
After 2024-09-30 transaction · row 2
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 2 · 2024-09-30 · Exercise / conversion · Disposed 960 · Balance 0 F1: Restricted stock units converted into common stock on a one-for-one basis. F2: On January 21, 2022, the reporting person was granted 960 restricted stock units, vesting on September 30, 2024, assuming continued service at this time. |
Filing footnotes · ownership attribution and instrument terms
F1: Restricted stock units converted into common stock on a one-for-one basis.
F2: On January 21, 2022, the reporting person was granted 960 restricted stock units, vesting on September 30, 2024, assuming continued service at this time.
GLEN BURNIE BANCORP
Report date May 16, 2025 · Filed June 17, 2025
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 500 |
Ending reported balance
After 2025-05-21 transaction · row 3
3 source rows · reconciled sequenceRow 1 · 2025-05-16 · Purchase · Acquired 100 · Balance 100 Row 2 · 2025-05-20 · Purchase · Acquired 200 · Balance 300 Row 3 · 2025-05-21 · Purchase · Acquired 200 · Balance 500 |
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 21, 2025 Filed Jun 17, 2025 17:59 UTC | GLEN BURNIE BANCORP GLBZ · Entity 9616 | PurchaseCommon Stock | 200 | $4.90 | $980.00 |
DisclosureSEC source: 0001442271-25-000004 · primary_doc.xml · nonDerivative · entry 3 Welch Jeffrey A. · CIK 0001442271 · Executive Vice President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 500 Read SEC document |
| May 20, 2025 Filed Jun 17, 2025 17:59 UTC | GLEN BURNIE BANCORP GLBZ · Entity 9616 | PurchaseCommon Stock | 200 | $5.08 | $1,016.00 |
DisclosureSEC source: 0001442271-25-000004 · primary_doc.xml · nonDerivative · entry 2 Welch Jeffrey A. · CIK 0001442271 · Executive Vice President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 300 Read SEC document |
| May 16, 2025 Filed Jun 17, 2025 17:59 UTC | GLEN BURNIE BANCORP GLBZ · Entity 9616 | PurchaseCommon Stock | 100 | $5.10 | $510.00 |
DisclosureSEC source: 0001442271-25-000004 · primary_doc.xml · nonDerivative · entry 1 Welch Jeffrey A. · CIK 0001442271 · Executive Vice President 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 100 Read SEC document |
| September 30, 2024 Filed Oct 2, 2024 09:19 UTC | Burke & Herbert Financial Services Corp. BHRB · Entity 4722 | Exercise / conversionRestricted Stock Units · Derivative | 960 | $0.00 | $0.00 |
DisclosureSEC source: 0001964333-24-000352 · wk-form4_1727875164.xml · derivative · entry 2 Welch Jeffrey A. · CIK 0001442271 · EVP, Chief Credit Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 960 shares Expires 2024-09-30 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 converted 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 September 30, 2024, assuming continued service at this time. F2 · derivative.expiration_date: On January 21, 2022, the reporting person was granted 960 restricted stock units, vesting on September 30, 2024, assuming continued service at this time. Read SEC document |
| September 30, 2024 Filed Oct 2, 2024 09:19 UTC | Burke & Herbert Financial Services Corp. BHRB · Entity 4722 | Exercise / conversionCommon Stock | 960 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001964333-24-000352 · wk-form4_1727875164.xml · nonDerivative · entry 1 Welch Jeffrey A. · CIK 0001442271 · EVP, Chief Credit Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,480 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 converted into common stock on a one-for-one basis. Read SEC document |
| February 10, 2024 Filed Feb 14, 2024 17:42 UTC | Burke & Herbert Financial Services Corp. BHRB · Entity 4722 | Exercise / conversionRestricted Stock Units · Derivative | 1,480 | $0.00 | $0.00 |
DisclosureSEC source: 0001964333-24-000052 · wk-form4_1707950540.xml · derivative · entry 2 Welch Jeffrey A. · CIK 0001442271 · EVP, Chief Credit Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 1,480 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 converted into common stock on a one-for-one basis. F2 · derivative.exercise_date: On February 10, 2021, the reporting person was granted 1,480 restricted stock units, vesting on February 2, 2024, assuming continued service at this time. F2 · derivative.expiration_date: On February 10, 2021, the reporting person was granted 1,480 restricted stock units, vesting on February 2, 2024, assuming continued service at this time. Read SEC document |
| February 10, 2024 Filed Feb 14, 2024 17:42 UTC | Burke & Herbert Financial Services Corp. BHRB · Entity 4722 | Exercise / conversionCommon Stock | 1,480 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001964333-24-000052 · wk-form4_1707950540.xml · nonDerivative · entry 1 Welch Jeffrey A. · CIK 0001442271 · EVP, Chief Credit Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,520 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 converted into common stock on a one-for-one basis. Read SEC document |
| January 08, 2024 Filed Jan 23, 2024 20:58 UTC | Burke & Herbert Financial Services Corp. BHRB · Entity 4722 | GrantPhantom Stock · Derivative | 25 | $58.89 | $1,472.25 |
DisclosureSEC source: 0001964333-24-000026 · wk-form4_1706061482.xml · derivative · entry 4 Welch Jeffrey A. · CIK 0001442271 · EVP, Chief Credit Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,172 Underlying: Common Stock · 25 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 23, 2024 20:58 UTC | Burke & Herbert Financial Services Corp. BHRB · Entity 4722 | GrantPhantom Stock · Derivative | 5 | $53.63 | $268.15 |
DisclosureSEC source: 0001964333-24-000026 · wk-form4_1706061482.xml · derivative · entry 3 Welch Jeffrey A. · CIK 0001442271 · EVP, Chief Credit Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,147 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 |
| May 18, 2023 Filed Jan 23, 2024 20:58 UTC | Burke & Herbert Financial Services Corp. BHRB · Entity 4722 | GrantPhantom Stock · Derivative | 127 | $75.01 | $9,526.27 |
DisclosureSEC source: 0001964333-24-000026 · wk-form4_1706061482.xml · derivative · entry 2 Welch Jeffrey A. · CIK 0001442271 · EVP, Chief Credit Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,142 Underlying: Common Stock · 127 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 23, 2024 20:58 UTC | Burke & Herbert Financial Services Corp. BHRB · Entity 4722 | GrantPhantom Stock · Derivative | 25 | $81.51 | $2,037.75 |
DisclosureSEC source: 0001964333-24-000026 · wk-form4_1706061482.xml · derivative · entry 1 Welch Jeffrey A. · CIK 0001442271 · EVP, Chief Credit Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,015 Underlying: Common Stock · 25 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.