Burke & Herbert (BHRB) director sells 3,150-share block
Rhea-AI Filing Summary
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.
Positive
- None.
Negative
- None.
Insider Trade Summary
Net Seller: 3,150 shares
Net Sell
4 txns
Insider
Geary James P II
Role
Director
Sold
3,150 shs ($229K)
| Type | Security | Shares | Price | Value |
|---|---|---|---|---|
| Sale | Common Stock | 263 | $72.91 | $19K |
| Sale | Common Stock | 2,887 | $72.82 | $210K |
| holding | Common Stock | -- | -- | -- |
| holding | Common Stock | -- | -- | -- |
Holdings After Transaction:
Common Stock — 9,457 shares (Indirect, JPG Trust);
Common Stock — 34,468 shares (Direct);
Common Stock — 3,637 shares (Indirect, By Spouse)
Key Figures
Shares sold: 3,150 shares
Sale price (lot 1): $72.91 per share
Sale price (lot 2): $72.82 per share
+2 more
5 metrics
Shares sold
3,150 shares
Total Common Stock shares sold on August 14, 2026
Sale price (lot 1)
$72.91 per share
Price for 263 shares of Common Stock sold indirectly via JPG Trust
Sale price (lot 2)
$72.82 per share
Price for 2,887 shares of Common Stock sold indirectly via JPG Trust
Direct holdings after transactions
34,468 shares
Directly held Common Stock following August 14, 2026 activity
Indirect holdings by spouse
3,637 shares
Common Stock held indirectly through spouse after August 14, 2026
Key Terms
indirect, JPG Trust, open market or private transaction
3 terms
indirect financial
"The sold shares were reported with ownership type marked as indirect"
JPG Trust financial
"Nature of ownership for the sold shares is listed as JPG Trust"
open market or private transaction financial
"Transaction code description states Sale in open market or private transaction"
FAQ
What insider transaction did BHRB director James P. Geary II report?
James P. Geary II reported selling 3,150 BHRB Common Stock shares on August 14, 2026. The transactions were reported as open market or private sales executed through the JPG Trust, which holds shares indirectly for him.
Does the Form 4 for BHRB show any derivative security transactions?
No derivative security transactions are reported; the filing lists zero derivative transactions and an empty derivative position summary. All reported activity involves non-derivative Common Stock and post-transaction share holdings.
AI-generated analysis. How Rhea-AI works. Not financial advice.
