Burke & Herbert (BHRB) director trust buys 5,000 new shares
Filing Impact
Filing Sentiment
Form Type
4
Rhea-AI Filing Summary
Burke & Herbert Financial Services Corp. director Julian Forrest Barnwell Jr. reported an indirect open-market purchase of Common Stock through the Patricia Barnwell Irrevocable Trust. On May 11, 2026, that trust bought 5,000 shares at $63.0464 per share, bringing its holdings to 208,939 shares.
On the same date, Barnwell also reported indirect holdings of 1,000 shares in the Julian F Barnwell Jr Irrevocable Trust, 91,361 shares as trustee for the Barnwell Charitable Lead Trust, and 84,083 shares as trustee for the Barnwell Family Trust, plus 21,580 shares held directly.
Positive
- None.
Negative
- None.
Insider Trade Summary
Net Buyer: 5,000 shares ($315,232)
Net Buy
5 txns
Insider
Barnwell Julian Forrest Jr.
Role
null
Bought
5,000 shs ($315K)
| Type | Security | Shares | Price | Value |
|---|---|---|---|---|
| Purchase | Common Stock | 5,000 | $63.0464 | $315K |
| holding | Common Stock | -- | -- | -- |
| holding | Common Stock | -- | -- | -- |
| holding | Common Stock | -- | -- | -- |
| holding | Common Stock | -- | -- | -- |
Holdings After Transaction:
Common Stock — 208,939 shares (Indirect, Trustee for Patricia Barnwell Irrevocable Trust);
Common Stock — 21,580 shares (Direct, null)
Footnotes (1)
Key Figures
Shares purchased: 5,000 shares
Purchase price: $63.0464 per share
Patricia Barnwell Irrevocable Trust holdings: 208,939 shares
+4 more
7 metrics
Shares purchased
5,000 shares
Open-market purchase on May 11, 2026
Purchase price
$63.0464 per share
Open-market purchase on May 11, 2026
Patricia Barnwell Irrevocable Trust holdings
208,939 shares
Total common shares after purchase
Barnwell Charitable Lead Trust holdings
91,361 shares
Indirect common stock holdings as trustee
Barnwell Family Trust holdings
84,083 shares
Indirect common stock holdings as trustee
Julian F Barnwell Jr Irrevocable Trust holdings
1,000 shares
Indirect common stock holdings
Direct holdings
21,580 shares
Common stock held directly by Barnwell
Key Terms
open-market purchase, indirect ownership, Irrevocable Trust, Charitable Lead Trust, +1 more
5 terms
open-market purchase financial
"transaction_action": "open-market purchase""
An open-market purchase is when an investor or a company buys shares on a public stock exchange at the going market price, rather than through a private deal. It matters to investors because these purchases change how many shares are available, can push the stock price up or signal confidence from large buyers, and often affect per-share metrics like earnings—think of it like someone buying lots of apples off a grocery shelf, reducing supply and potentially raising the price.
indirect ownership financial
""ownership_type": "indirect""
Irrevocable Trust financial
"Julian F Barnwell, Jr Irrevocable Trust"
An irrevocable trust is a legal arrangement where an owner transfers assets into a separate entity managed by a trustee and gives up the power to modify or reclaim those assets. For investors it matters because putting stock or other holdings into such a trust can change who controls and benefits from the assets, affect taxes and creditor protection, and influence how easy it is to sell or value those holdings—like placing valuables in a locked safe overseen by someone else.
Charitable Lead Trust financial
"Trustee for Barnwell Charitable Lead Trust"
Common Stock financial
""security_title": "Common Stock""
Common stock represents ownership shares in a company, giving investors a stake in its success and a say in important decisions through voting rights. It is the most common type of stock traded on markets and can provide income through dividends, as well as potential for value growth. For investors, holding common stock means sharing in the company’s profits and risks.
FAQ
What insider transaction did BHRB director Julian Barnwell report?
BHRB director Julian Forrest Barnwell Jr. reported an indirect open-market purchase of 5,000 Burke & Herbert Financial Services common shares at $63.0464 each on May 11, 2026, through the Patricia Barnwell Irrevocable Trust, increasing that trust’s reported holdings to 208,939 shares.
What other indirect BHRB holdings did Julian Barnwell report?
Julian Forrest Barnwell Jr. reported 1,000 BHRB shares in the Julian F Barnwell Jr Irrevocable Trust, 91,361 shares as trustee for the Barnwell Charitable Lead Trust, and 84,083 shares as trustee for the Barnwell Family Trust, all as of the May 11, 2026 reporting date.