Burke & Herbert (BHRB) director adds small custodial stake
Rhea-AI Filing Summary
Burke & Herbert Financial Services Corp. (BHRB) director David Wilson reported purchasing 35 shares of common stock on 2026-08-20 at $70.5726 per share. The shares are held indirectly as custodian for Leo McCraken under UGMA, bringing that custodial account’s holdings to 435 shares following the transaction.
On the same date, Wilson also reported updated holdings of common stock held directly and indirectly through various family- and entity-related accounts, including a direct holding of 23,348 shares and several indirect positions through LLCs, a spouse, corporations, and other UGMA custodial accounts.
Positive
- None.
Negative
- None.
Insider Trade Summary
Net Buyer: 35 shares
Net Buy
12 txns
Insider
WILSON DAVID
Role
Director
Bought
35 shs ($2K)
| Type | Security | Shares | Price | Value |
|---|---|---|---|---|
| Purchase | Common Stock | 35 | $70.5726 | $2K |
| holding | Common Stock | -- | -- | -- |
| holding | Common Stock | -- | -- | -- |
| holding | Common Stock | -- | -- | -- |
| holding | Common Stock | -- | -- | -- |
| holding | Common Stock | -- | -- | -- |
| holding | Common Stock | -- | -- | -- |
| holding | Common Stock | -- | -- | -- |
| holding | Common Stock | -- | -- | -- |
| holding | Common Stock | -- | -- | -- |
| holding | Common Stock | -- | -- | -- |
| holding | Common Stock | -- | -- | -- |
Holdings After Transaction:
Common Stock — 435 shares (Indirect, As Custodian for Leo McCraken under UGMA);
Common Stock — 23,348 shares (Direct);
Common Stock — 38,142 shares (Indirect, By ADBM Landholdings, LLC);
Common Stock — 5,445 shares (Indirect, By A.D.B.M. Properties, LLC);
Common Stock — 2,751 shares (Indirect, By Spouse);
Common Stock — 881 shares (Indirect, By Boulevard Auto Sales, Inc.);
Common Stock — 881 shares (Indirect, By Millsboro Auto Mart II, LLC);
Common Stock — 385 shares (Indirect, As Custodian for Foxi Holland under UGMA);
Common Stock — 362 shares (Indirect, As Custodian for David Wilson, III under UGMA);
Common Stock — 260 shares (Indirect, As Custodian for Poppy Kline under UGMA);
Common Stock — 232 shares (Indirect, As Custodian for Miles Holland under UGMA);
Common Stock — 205 shares (Indirect, As Custodian for Madison Wilson under UGMA)
Key Figures
Shares purchased: 35 shares
Purchase price: $70.5726 per share
Shares in Leo McCraken UGMA after transaction: 435 shares
+3 more
6 metrics
Shares purchased
35 shares
Common Stock purchase on 2026-08-20 reported by David Wilson
Purchase price
$70.5726 per share
Price paid for 35 shares of Common Stock on 2026-08-20
Shares in Leo McCraken UGMA after transaction
435 shares
Indirect holdings as custodian under UGMA following purchase
Direct holdings after transaction
23,348 shares
Common Stock held directly by David Wilson as of 2026-08-20
Indirect holdings via ADBM Landholdings, LLC
38,142 shares
Common Stock held indirectly through ADBM Landholdings, LLC
Indirect holdings via A.D.B.M. Properties, LLC
5,445 shares
Common Stock held indirectly through A.D.B.M. Properties, LLC
Key Terms
indirect ownership, UGMA, Common Stock, Form 4
4 terms
indirect ownership financial
"The shares are held indirectly as custodian for Leo McCraken under UGMA"
UGMA financial
"As Custodian for Leo McCraken under UGMA"
Common Stock financial
"purchasing 35 shares of common stock on 2026-08-20"
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.
Form 4 regulatory
"What insider transaction did BHRB director David Wilson report on this 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.
FAQ
What insider transaction did BHRB director David Wilson report on this Form 4?
David Wilson reported buying 35 shares of Burke & Herbert Financial Services Corp. (BHRB) common stock on 2026-08-20 at $70.5726 per share. The purchase was recorded as an indirect holding as custodian for Leo McCraken under UGMA.
What are David Wilson’s reported direct holdings of BHRB common stock?
David Wilson reported 23,348 shares of BHRB common stock held directly as of 2026-08-20. This direct position is separate from various indirect holdings through family members, entities, and custodial UGMA accounts disclosed in the same filing.
What indirect BHRB holdings associated with David Wilson are reported besides UGMA accounts?
Indirect BHRB holdings associated with David Wilson include 38,142 shares by ADBM Landholdings, LLC, 5,445 shares by A.D.B.M. Properties, LLC, 2,751 shares by his spouse, and 881 shares each by Boulevard Auto Sales, Inc. and Millsboro Auto Mart II, LLC.
AI-generated analysis. How Rhea-AI works. Not financial advice.
