Burke & Herbert director restructures 2,000-share stake
Burke & Herbert Financial Services Corp. director James Mason Burke reported two restructuring transactions involving common stock.
Rhea-AI Filing Summary
Burke & Herbert Financial Services Corp. director James Mason Burke reported two restructuring transactions involving common stock. Both were coded as “other acquisition or disposition” and each covered 1,000 shares at a reported price of $0.00 per share.
After these moves, he holds 8,480 shares directly and 259,980 shares indirectly as co-trustee for The Burke Living Trust, indicating administrative changes in how his interests are organized rather than open-market buying or selling.
Positive
- None.
Negative
- None.
Insider Trade Summary
Other: 2,000 shares
Other
2 txns
Insider
Burke James Mason
Role
Director
| Type | Security | Shares | Price | Value |
|---|---|---|---|---|
| Other | Common Stock | 1,000 | $0.00 | $0.00 |
| Other | Common Stock | 1,000 | $0.00 | $0.00 |
Holdings After Transaction:
Common Stock — 259,980 shares (Indirect, As co-Trustee for The Burke Living Trust);
Common Stock — 8,480 shares (Direct)
Key Figures
Restructuring transaction 1: 1,000 shares
Restructuring transaction 2: 1,000 shares
Direct holdings after transaction: 8,480 shares
+2 more
5 metrics
Restructuring transaction 1
1,000 shares
Common Stock, code J, direct ownership
Restructuring transaction 2
1,000 shares
Common Stock, code J, indirect via The Burke Living Trust
Direct holdings after transaction
8,480 shares
Common Stock, direct ownership
Indirect holdings after transaction
259,980 shares
Common Stock, as co-trustee for The Burke Living Trust
Reported transaction price
$0.00 per share
Both J-code restructuring transactions
Key Terms
Form 4, indirect ownership, transaction code J, The Burke Living Trust
4 terms
Form 4 regulatory
"INSIDER FILING DATA (Form 4):"
Form 4 is a official document that company insiders, such as executives or major shareholders, file with regulators whenever they buy or sell company shares. It provides transparency about how those with inside knowledge are trading, helping investors see if insiders are confident in the company's prospects or may be selling for personal reasons. This information can influence investor decisions by revealing insiders' perspectives on the company's value.
indirect ownership financial
""ownership_type": "indirect", "ownership_code": "I""
transaction code J regulatory
""transaction_code": "J", "transaction_code_description": "Other acquisition or disposition""
The Burke Living Trust financial
""nature_of_ownership": "As co-Trustee for The Burke Living Trust""
FAQ
AI-generated questions and answers. How Rhea-AI works. Not financial advice.
What insider transactions did Burke James Mason report for BHRB?
Burke James Mason reported two common stock transactions, each involving 1,000 shares. Both were coded as “other acquisition or disposition,” reflecting restructuring activity rather than traditional open-market buys or sells.
Were the BHRB insider transactions open-market purchases or sales?
The transactions were not reported as open-market purchases or sales. They carried transaction code J, described as “other acquisition or disposition,” and reflected restructuring activity with a reported price of $0.00 per share.
What does indirect ownership mean in Burke James Mason’s BHRB filing?
Indirect ownership means the shares are held through another entity rather than personally. In this case, 259,980 BHRB shares are reported as held indirectly by Burke James Mason as co-trustee for The Burke Living Trust.
How significant are the restructuring transactions in Burke James Mason’s BHRB holdings?
The filing shows two restructuring transactions totaling 2,000 shares. The context provided emphasizes administrative changes, with his resulting positions of 8,480 direct and 259,980 indirect shares clearly disclosed for investors tracking his overall reported stake.
AI-generated analysis. How Rhea-AI works. Not financial advice.
