Company · Ownership research

Burke & Herbert Financial Services Corp. BHRB

CIK 0001964333

Form 4 transactions dated Sep 1, 2023 to Sep 23, 2026, as reported to the SEC.

Insider trading Initial holdingsInstitutional holders

This page lists 30 of 95 rows; the complete set is available through the API.

Insider filings on file run through 2026-08-21.

Insider purchases & sales

Purchased: $8.98M
Sold: $818.71K

Sep 1, 2023 – Aug 21, 2026
Available records · partial months are marked ·

Insiders in this window

202610 of 17 preview events

Date	Insider	Activity	Trade value (USD)	% of prior holding
2026-08-20	WILSON DAVID Director	Purchase	$2.47K 35 shares bought	8.75% added Indirect holding	▾
2026-08-14	Geary James P II Director	Sale	$229.41K 3,150 shares sold	24.99% sold Trust holding	▾
2026-08-12	Poillon Diane Director	Purchase	$88.40K 1,200 shares bought	40.98% added Direct holding	▾
2026-08-11	Burke James Mason Director	Sale	$109.54K 1,500 shares sold	0.58% sold Trust holding	▾
2026-08-06	McLaughlin Shawn Patrick Director	Purchase	$73.25K 1,000 shares bought	1.43% added Direct holding	▾
2026-08-04	WILSON DAVID Director	Purchase	$2.51K 34 shares bought	17.17% added Indirect holding	▾
2026-08-03	Bonnafe Katherine Diane Director	Sale	$73.65K 1,000 shares sold	10.87% sold Direct holding	▾
2026-08-03	Geary James P II Director	Sale	$0.00 0 shares sold	Unavailable Trust holding	▾
2026-08-03	George Georgette R. Director	Sale	$73.67K 1,000 shares sold	2.54% sold Trust holding	▾
2026-07-31	WILSON DAVID Director	Purchase	$7.37K 100 shares bought	0.43% added Direct holding	▾

Showing 17 / 17 record groups in 2026. The complete set is available through the API.

Burke & Herbert Financial Services Corp. · BHRB

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The initial HTML of this page carries its exact data as script#research-data (JSON): values, units, scope, preview limits and SEC sources. Read it directly, no script or API key needed; script#research-access says what needs an account. For the year shown, this page lists 17 of 17 purchase / sale groups and 30 of 95 other groups; the totals and the monthly series cover the whole window.

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{"ticker":"BHRB","transaction_code":["P","S"],"transaction_form_type":"4","page_size":20}

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Sources, coverage & how to read this data

Figures are as reported to the SEC and merged with later amendments where Akkru could match them. Preview limits apply to what is listed, not to the totals, which come from the complete reported data. Nothing is zero-filled: a missing quarter or month is shown as missing.

Non-cancelled, non-derivative purchase (P) and sale (S) rows dated inside the public window, as reported. Includes open-market and private transactions. Data after the latest filing is not asserted complete and is not zero-filled. A grouped event shares filing, transaction date, security, code, direction, ownership bucket and source. Derivative groups also match underlying security, exercise price, exercise/expiration dates and footnote references. Reported rows are retained; P/S price lots can be grouped. Post-transaction balances are never summed.