Burke & Herbert (NASDAQ: BHRB) director sells 3,150 shares via trust
Rhea-AI Filing Summary
Burke & Herbert Financial Services Corp. director James P. Geary II, through JPG Trust, sold 3,150 shares of common stock on August 3, 2026 at a weighted average price of $73.93 per share, in multiple trades between $73.88 and $74.05. After this sale, reported holdings include 9,457 shares in the trust, 34,468 shares held directly, and 3,637 shares held indirectly by his spouse. The Rule 10b5-1 checkbox was not marked, so the sale was not reported as pursuant to a trading plan.
Positive
- None.
Negative
- None.
Insider Trade Summary
Net Seller: 3,150 shares
Net Sell
3 txns
Insider
Geary James P II
Role
Director
Sold
3,150 shs ($233K)
| Type | Security | Shares | Price | Value |
|---|---|---|---|---|
| Sale | Common Stock F1 | 3,150 | $73.93 | $233K |
| 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)
Footnotes (1)
- F1. The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $73.88 to $74.05, inclusive. The reporting person undertakes to provide to the issuer, any security holder of the issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares purchased at each separate price within the ranges set forth in this footnote.
Key Figures
Shares sold: 3150 shares
Weighted average sale price: $73.9300 per share
Sale price range: $73.88–$74.05 per share
+4 more
7 metrics
Shares sold
3150 shares
Common stock sold indirectly via JPG Trust on August 3, 2026
Weighted average sale price
$73.9300 per share
Weighted average price for 3,150 shares sold on August 3, 2026
Sale price range
$73.88–$74.05 per share
Range of individual trade prices for the 3,150 shares sold
Trust holdings after sale
9457 shares
Indirect holdings through JPG Trust following the reported sale
Direct holdings after sale
34468 shares
Common stock held directly by James P. Geary II as of August 3, 2026
Spouse indirect holdings
3637 shares
Common stock held indirectly and reported as owned by spouse
Net shares sold in filing
3150 shares
Net sell direction for reported non-derivative transactions
Key Terms
weighted average price, multiple transactions, indirect, JPG Trust
4 terms
weighted average price financial
"The price reported in Column 4 is a weighted average price."
Weighted average price is the average price of a security where each trade or component is counted according to its size, so bigger trades pull the average more than smaller ones. Think of it like calculating the average cost of a grocery haul where items you bought more of have greater influence on the final per-item cost. Investors use it to understand the true average price paid or received, judge execution quality, and compare trading performance against market movement.
multiple transactions financial
"These shares were sold in multiple transactions at prices ranging from $73.88 to $74.05."
indirect financial
"Ownership_type is reported as indirect for certain common stock holdings."
JPG Trust other
"Nature_of_ownership for one position is described as JPG Trust."
AI-generated analysis. How Rhea-AI works. Not financial advice.
FAQ
What insider transaction did James P. Geary II report for BHRB?
James P. Geary II reported selling 3,150 Burke & Herbert common shares on August 3, 2026. The shares were held indirectly through JPG Trust and sold at a weighted average price of $73.93, across trades between $73.88 and $74.05.
Was Geary’s BHRB stock sale reported under a Rule 10b5-1 trading plan?
No. The Rule 10b5-1 checkbox in the Form 4 was not marked. That means the reported sale of 3,150 Burke & Herbert shares was not identified as having been executed under a pre-arranged Rule 10b5-1 trading plan.