Burke & Herbert Financial (BHRB) director adds to indirect share holdings
Rhea-AI Filing Summary
Burke & Herbert Financial Services Corp. director David Wilson reported purchasing 34 shares of common stock on 2026-08-04 at $73.688 per share. The shares are held indirectly as custodian for Miles Holland under UGMA, bringing that custodial account to 232 shares. He also reports 23,348 shares held directly and additional indirect holdings through family entities, a spouse, and several other UGMA custodial accounts.
Positive
- None.
Negative
- None.
Insider Trade Summary
Net Buyer: 34 shares
Net Buy
12 txns
Insider
WILSON DAVID
Role
Director
Bought
34 shs ($3K)
| Type | Security | Shares | Price | Value |
|---|---|---|---|---|
| Purchase | Common Stock | 34 | $73.688 | $3K |
| 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 — 232 shares (Indirect, As Custodian for Miles Holland 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 Millsboro Auto Mart II, LLC);
Common Stock — 881 shares (Indirect, By Boulevard Auto Sales, Inc.);
Common Stock — 400 shares (Indirect, As Custodian for Leo McCraken under UGMA);
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 — 205 shares (Indirect, As Custodian for Madison Wilson under UGMA)
Key Figures
Shares purchased: 34 shares
Purchase price: $73.688 per share
Miles Holland UGMA holding: 232 shares
+4 more
7 metrics
Shares purchased
34 shares
Common Stock transaction on 2026-08-04
Purchase price
$73.688 per share
Common Stock purchase on 2026-08-04
Miles Holland UGMA holding
232 shares
Indirect custodial ownership after purchase
Direct holding
23,348 shares
Common Stock held directly by David Wilson
ADBM Landholdings, LLC holding
38,142 shares
Indirect ownership through ADBM Landholdings, LLC
A.D.B.M. Properties, LLC holding
5,445 shares
Indirect ownership through A.D.B.M. Properties, LLC
Spouse holding
2,751 shares
Indirect ownership reported as held by spouse
Key Terms
UGMA, indirect ownership, Rule 10b5-1, custodian
4 terms
UGMA financial
"As Custodian for Miles Holland under UGMA"
indirect ownership financial
"The shares are held indirectly as custodian for Miles Holland"
Rule 10b5-1 financial
"The filing’s Rule 10b5-1 checkbox is not marked"
Rule 10b5-1 is a regulation that allows company insiders to buy or sell their shares at predetermined times, even if they have access to non-public information. It acts like setting a schedule in advance for transactions, helping prevent accusations of unfair trading. This rule provides a way for insiders to plan trades transparently, giving investors confidence that these transactions are not based on hidden information.
custodian financial
"As Custodian for Leo McCraken under UGMA"
A custodian is a financial institution that holds and safeguards an investor's assets—such as stocks, bonds, or cash—and records transactions on the investor's behalf. Think of it as a trusted caretaker or safe-deposit box for investments; it helps prevent loss or theft, handles paperwork and transfers, and provides transparency and regulatory checks, so investors can focus on decisions rather than the mechanics or security of asset storage.
AI-generated analysis. How Rhea-AI works. Not financial advice.
FAQ
What insider transaction did David Wilson report for BHRB?
David Wilson reported purchasing 34 shares of Burke & Herbert Financial Services Corp. common stock on 2026-08-04 at $73.688 per share. The position is reported as an indirect holding in a custodial UGMA account for Miles Holland.
What indirect BHRB holdings does David Wilson report through entities?
David Wilson reports indirect holdings including 38,142 shares held by ADBM Landholdings, LLC and 5,445 shares held by A.D.B.M. Properties, LLC. Additional indirect positions are reported through his spouse and several other related entities.
Are David Wilson’s BHRB trades under a Rule 10b5-1 plan?
The filing’s Rule 10b5-1 checkbox is not marked, indicating the reported purchase was not affirmed as being made pursuant to a Rule 10b5-1 trading plan. No separate footnote describes a trading plan arrangement.
What other custodial BHRB holdings does David Wilson report?
Beyond Miles Holland’s 232 shares, David Wilson reports UGMA custodial holdings of 400, 385, 362, 260, and 205 shares for various named beneficiaries, each listed as an indirect ownership position in Burke & Herbert Financial Services Corp. stock.