Burke & Herbert director acquires 9,858 shares
Burke & Herbert Financial Services Corp. (BHRB) director Georgette R. George reported an indirect acquisition of 9,858 common shares on August 21, 2026, coded as an acquisition by will or laws of descent and distribution and held by her spouse.
Rhea-AI Filing Summary
Burke & Herbert Financial Services Corp. (BHRB) director Georgette R. George reported an indirect acquisition of 9,858 common shares on August 21, 2026, coded as an acquisition by will or laws of descent and distribution and held by her spouse. Following this, she reports 22,971 shares held directly, plus several indirect holdings, including 9,858 shares by spouse, and additional stakes through a 401(k) plan, investment partnership, trusts, and a corporate entity.
Positive
- None.
Negative
- None.
Insider Trade Summary
Estate Transfer: 9,858 shares
Estate Transfer
7 txns
Insider
George Georgette R.
Role
Director
| Type | Security | Shares | Price | Value |
|---|---|---|---|---|
| Estate Transfer | Common Stock | 9,858 | $0.00 | $0.00 |
| holding | Common Stock | -- | -- | -- |
| holding | Common Stock | -- | -- | -- |
| holding | Common Stock | -- | -- | -- |
| holding | Common Stock | -- | -- | -- |
| holding | Common Stock | -- | -- | -- |
| holding | Common Stock | -- | -- | -- |
Holdings After Transaction:
Common Stock — 9,858 shares (Indirect, By Spouse);
Common Stock — 22,971 shares (Direct);
Common Stock — 38,722 shares (Indirect, By George Brothers Investment Partnership);
Common Stock — 38,321 shares (Indirect, LeRoy M. Rashid 1996 Irrevocable Trust Family Fund);
Common Stock — 21,032 shares (Indirect, By 401(k) Plan FBO Spouse);
Common Stock — 9,696 shares (Indirect, By Sellaro Enterprises, Inc.);
Common Stock — 1,971 shares (Indirect, By Catherine V. George Revocable Trust)
Key Figures
Indirect acquisition shares: 9,858 shares of Common Stock
Direct holdings after transaction: 22,971 shares of Common Stock
Indirect holdings by spouse after transaction: 9,858 shares of Common Stock
+3 more
6 metrics
Indirect acquisition shares
9,858 shares of Common Stock
Acquisition by will or laws of descent and distribution on August 21, 2026, held by spouse
Direct holdings after transaction
22,971 shares of Common Stock
Shares held directly by Georgette R. George following the reported transaction
Indirect holdings by spouse after transaction
9,858 shares of Common Stock
Indirect ownership reported as "By Spouse" after the acquisition
Indirect holdings by George Brothers Investment Partnership
38,722 shares of Common Stock
Indirect ownership reported as "By George Brothers Investment Partnership"
Indirect holdings by LeRoy M. Rashid 1996 Irrevocable Trust Family Fund
38,321 shares of Common Stock
Indirect ownership reported through this trust
Indirect holdings by 401(k) Plan FBO Spouse
21,032 shares of Common Stock
Indirect ownership reported as "By 401(k) Plan FBO Spouse"
Key Terms
laws of descent and distribution, indirect, 401(k) Plan
3 terms
laws of descent and distribution regulatory
"Acquisition or disposition by will or laws of descent and distribution"
indirect financial
"ownership_type": "indirect""
401(k) Plan financial
"nature_of_ownership": "By 401(k) Plan FBO Spouse""
A 401(k) plan is a workplace retirement account that lets employees set aside part of their pay into a tax-advantaged savings pot, often with employers adding matching contributions — like a workplace piggy bank for future income. It matters to investors because the amount people save and how employers fund these plans influence consumer spending, corporate payroll costs and the flow of money into financial markets, which can affect stock prices and company valuations.
FAQ
What insider transaction did BHRB director Georgette R. George report?
Georgette R. George reported an indirect acquisition of 9,858 shares of common stock on August 21, 2026, classified as an acquisition by will or laws of descent and distribution and held by her spouse.
What are Georgette R. George’s direct holdings of BHRB after the reported transaction?
After the reported transaction, Georgette R. George holds 22,971 shares of BHRB common stock directly, as disclosed in the Form 4 holding entry dated August 21, 2026.
Was the BHRB insider transaction made under a Rule 10b5-1 trading plan?
The filing’s Rule 10b5-1 checkbox is not marked as affirmative (aff_10b5_one is false), indicating the Form 4 does not state that the reported transactions were executed under a Rule 10b5-1 trading plan.
AI-generated analysis. How Rhea-AI works. Not financial advice.
