Burke & Herbert (BHRB) director keeps 12,607 shares after cancelled sale
Rhea-AI Filing Summary
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.
Positive
- None.
Negative
- None.
Insider Trade Summary
1 transaction reported
Mixed
1 txn
Insider
Geary James P II
Role
Director
Sold
0 shs ($0.00)
| Type | Security | Shares | Price | Value |
|---|---|---|---|---|
| Sale | Common Stock F1 | 0 | $73.93 | $0.00 |
Holdings After Transaction:
Common Stock — 12,607 shares (Indirect, JPG Trust)
Footnotes (1)
- F1. The sale of 3,150 shares reported on the original Form 4 filed on August 5, 2026 did not settle and was cancelled in its entirety. Accordingly, no disposition of shares occurred pursuant to the reported transaction. This Form 4/A amends the original Form 4 solely to correct the reported disposition and the reporting person's post-transaction beneficial ownership.
Key Figures
Originally reported shares sold: 3,150 shares
Post-transaction beneficial ownership: 12,607 shares
Originally reported sale price: $73.93 per share
3 metrics
Originally reported shares sold
3,150 shares
Sale that did not settle and was cancelled in its entirety
Post-transaction beneficial ownership
12,607 shares
Indirectly held through JPG Trust after correction
Originally reported sale price
$73.93 per share
Price per share for the cancelled common stock sale
Key Terms
Form 4/A, beneficial ownership, indirectly held, JPG Trust
4 terms
Form 4/A regulatory
"This Form 4/A amends the original Form 4 solely to correct"
Form 4/A is an amended filing that corrects or updates an earlier Form 4, the mandatory report that insiders (like company executives, directors, or large shareholders) must file when their ownership stakes change. Think of it as an edited receipt showing who bought or sold stock and when; investors use it to track insider confidence, detect potential conflicts, and spot trading patterns that might signal future company prospects.
beneficial ownership financial
"correct the reported disposition and the reporting person's post-transaction beneficial ownership"
Beneficial ownership means the person or entity that actually enjoys the benefits of owning shares or other assets — such as receiving dividends, voting rights, or price gains — even if the legal title is held in another name. For investors it matters because knowing who truly controls and profits from a company reveals who can influence decisions, exposes potential conflicts of interest or hidden concentration of power, and affects transparency and risk in the stock.
indirectly held financial
"total_shares_following_transaction ... direct_or_indirect: "I""
JPG Trust financial
"nature_of_ownership: "JPG Trust""
FAQ
What does the amended Form 4/A for BHRB disclose about James P. Geary II's trade?
The amended Form 4/A states that a previously reported sale of 3,150 shares of Burke & Herbert Financial Services Corp. common stock by the JPG Trust did not settle and was cancelled, so no shares were actually disposed of.
At what price was the cancelled BHRB stock sale originally reported?
The cancelled transaction had been reported at a price of $73.93 per share for Burke & Herbert Financial Services Corp. common stock, but the Form 4/A clarifies that the sale never settled and therefore did not occur.
How is James P. Geary II’s ownership in BHRB held according to this Form 4/A?
James P. Geary II’s reported ownership of Burke & Herbert Financial Services Corp. consists of 12,607 shares held indirectly through the JPG Trust, as reflected in the corrected post-transaction beneficial ownership.
AI-generated analysis. How Rhea-AI works. Not financial advice.
