Burke & Herbert (BHRB) director lists direct and indirect share stakes
Filing Impact
Filing Sentiment
Form Type
3
Rhea-AI Filing Summary
Burke & Herbert Financial Services Corp. director David Wilson reported his initial holdings of the company’s Common Stock, mainly through indirect accounts and entities. He lists shares held as custodian for several minors under UGMA, as well as positions owned by entities such as ADBM Landholdings, LLC and by his spouse, alongside a direct holding of 22,348 shares.
Positive
- None.
Negative
- None.
Insider Trade Summary
12 transactions reported
Mixed
12 txns
Insider
WILSON DAVID
Role
null
| Type | Security | Shares | Price | Value |
|---|---|---|---|---|
| holding | Common Stock | -- | -- | -- |
| holding | Common Stock | -- | -- | -- |
| holding | Common Stock | -- | -- | -- |
| holding | Common Stock | -- | -- | -- |
| holding | Common Stock | -- | -- | -- |
| holding | Common Stock | -- | -- | -- |
| holding | Common Stock | -- | -- | -- |
| holding | Common Stock | -- | -- | -- |
| holding | Common Stock | -- | -- | -- |
| holding | Common Stock | -- | -- | -- |
| holding | Common Stock | -- | -- | -- |
| holding | Common Stock | -- | -- | -- |
Holdings After Transaction:
Common Stock — 22,348 shares (Direct, null);
Common Stock — 2,751 shares (Indirect, By Spouse)
Footnotes (1)
Key Figures
Direct Common Stock holding: 22,348 shares
ADBM Landholdings, LLC holding: 38,142 shares
A.D.B.M. Properties, LLC holding: 5,445 shares
+2 more
5 metrics
Direct Common Stock holding
22,348 shares
Direct ownership reported on Form 3
ADBM Landholdings, LLC holding
38,142 shares
Indirect ownership by ADBM Landholdings, LLC
A.D.B.M. Properties, LLC holding
5,445 shares
Indirect ownership by A.D.B.M. Properties, LLC
Spouse indirect holding
2,751 shares
Indirect ownership listed as "By Spouse"
UGMA custodial account holding (example)
400 shares
As Custodian for Leo McCraken under UGMA
Key Terms
Common Stock, UGMA, indirect, nature_of_ownership
4 terms
Common Stock financial
"security_title: "Common Stock""
Common stock represents ownership shares in a company, giving investors a stake in its success and a say in important decisions through voting rights. It is the most common type of stock traded on markets and can provide income through dividends, as well as potential for value growth. For investors, holding common stock means sharing in the company’s profits and risks.
UGMA financial
"nature_of_ownership: "As Custodian for Madison Wilson under UGMA""
indirect financial
"ownership_type: "indirect""
nature_of_ownership financial
"nature_of_ownership: "By ADBM Landholdings, LLC""
FAQ
What does the David Wilson Form 3 filing for BHRB show?
The Form 3 shows director David Wilson’s initial beneficial ownership of Burke & Herbert Common Stock. It details both direct holdings and multiple indirect positions through UGMA custodial accounts, family-related entities, and shares held by his spouse.
What indirect BHRB holdings are reported through entities on the Form 3?
The filing lists indirect holdings through several entities, including 38,142 shares by ADBM Landholdings, LLC and 5,445 shares by A.D.B.M. Properties, LLC. These are reported as beneficially owned in addition to Wilson’s direct share position.
Are family custodial accounts included in David Wilson’s BHRB ownership?
Yes. The Form 3 includes indirect holdings where Wilson acts as custodian under UGMA for multiple individuals. Each custodial account holds a separate block of Burke & Herbert Common Stock, which is reported as beneficially owned indirectly.
Does the Form 3 for BHRB indicate recent buying or selling by David Wilson?
The Form 3 does not indicate recent buying or selling activity. It classifies the entries as holdings, showing beneficial ownership positions and totals following the reported date rather than recording new purchase or sale transactions.