Welcome to our dedicated page for Burke & Herbert Financial Services SEC filings (Ticker: BHRB), a comprehensive resource for investors and traders seeking official regulatory documents including 10-K annual reports, 10-Q quarterly earnings, 8-K material events, and insider trading forms.
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Burke & Herbert Financial Services Corp. (BHRB) received an amended Schedule 13G (Amendment No. 1) from investor Kenneth R. Lehman regarding its common stock. Lehman reports beneficial ownership of 993,343 shares, representing 4.9% of the class, with sole voting and dispositive power over all reported shares and no shared power.
Burke & Herbert Financial Services Corp. (BHRB) director Georgette R. George reported an indirect acquisition of 9,858 common shares on August 21, 2026, coded as an acquisition by will or laws of descent and distribution and held by her spouse. Following this, she reports 22,971 shares held directly, plus several indirect holdings, including 9,858 shares by spouse, and additional stakes through a 401(k) plan, investment partnership, trusts, and a corporate entity.
Burke & Herbert Financial Services Corp. (BHRB) director David Wilson reported purchasing 35 shares of common stock on 2026-08-20 at $70.5726 per share. The shares are held indirectly as custodian for Leo McCraken under UGMA, bringing that custodial account’s holdings to 435 shares following the transaction.
On the same date, Wilson also reported updated holdings of common stock held directly and indirectly through various family- and entity-related accounts, including a direct holding of 23,348 shares and several indirect positions through LLCs, a spouse, corporations, and other UGMA custodial accounts.
Burke & Herbert Financial Services Corp. (BHRB) director James P. Geary II reported sales of 3,150 shares of Common Stock on August 14, 2026, in open market or private transactions at per-share prices of $72.91 and $72.82. The sold shares were held indirectly through the JPG Trust. Following these transactions, Geary reported holdings of 34,468 shares directly and 3,637 shares indirectly through his spouse.
Burke & Herbert Financial Services Corp. insider James P. Geary II, a director, filed an amended Form 4 to correct a previously reported stock sale. A sale of 3,150 shares of common stock, indirectly held through the JPG Trust, was originally reported but did not settle and was cancelled in its entirety. The amendment clarifies that no disposition of shares actually occurred and updates the post-transaction beneficial ownership to 12,607 indirectly held shares.
Burke & Herbert Financial Services Corp. director Diane Poillon purchased 1,200 shares of Common Stock on 2026-08-12 in an open-market or private transaction at $73.6651 per share. Following this buy, she directly holds a total of 4,128 common shares.
Burke & Herbert Financial Services Corp. reported that Chief Human Resources Officer Danyl R. Freeman had 2,003 shares of common stock withheld on July 29, 2026 at $74.08 per share to pay tax liability in connection with stock-settled SARs. Following this tax-withholding disposition, Freeman directly holds 4,684 common shares. This Form 4/A amends a prior filing to correct the withheld-share amount by one share.
Burke & Herbert Financial Services Corp. director and President MADDY H CHARLES III reported a Form 4/A amendment reflecting a Code F disposition of 12,545 shares of Common Stock at $67.85 per share, delivered or withheld for payment of exercise price or tax liability. Following this transaction, the insider directly held 46,477 shares. The amendment corrects the number of shares issued upon settlement of stock-settled SARs exercised on June 25, 2026, revising the figure from 3,554 shares to 3,389 shares based on the final fair market value on the exercise date.
Burke & Herbert Financial Services Corp. president Charles H. Maddy III reported an amended insider transaction. On June 29, 2026, he disposed of 18,521 shares of common stock at $71.34 per share to pay the exercise price or tax liability on stock-settled SARs, leaving 50,845 shares directly owned. The amendment corrects the number of shares issued upon SAR settlement, adjusting it from 4,370 to 4,203 shares based on the final fair market value.