David P. Boyle of Burke & Herbert (BHRB) makes 1,752-share gift
Rhea-AI Filing Summary
Burke & Herbert Financial Services Corp. director and Chair & CEO David P. Boyle reported a bona fide gift of 1,752 shares of common stock on 2026-07-28 to a charitable donor-advised fund. After this disposition, he directly holds 65,184 shares of the company’s common stock.
Positive
- None.
Negative
- None.
Insider Trade Summary
Net Seller: 1,752 shares
Net Sell
1 txn
Insider
BOYLE DAVID P
Role
Chair & CEO
| Type | Security | Shares | Price | Value |
|---|---|---|---|---|
| Gift | Common Stock F1 | 1,752 | $0.00 | $0.00 |
Holdings After Transaction:
Common Stock — 65,184 shares (Direct)
Footnotes (1)
- F1. Represents a bona fide gift made by the Reporting Person to a charitable donor-advised fund
Key Figures
Shares gifted: 1752.0000 shares
Shares held after transaction: 65184.0000 shares
Reported gift price per share: 0.0000 per share
3 metrics
Shares gifted
1752.0000 shares
Bona fide gift of common stock on 2026-07-28
Shares held after transaction
65184.0000 shares
Direct ownership following the 1,752-share gift
Reported gift price per share
0.0000 per share
No consideration reported for the bona fide gift
Key Terms
bona fide gift, donor-advised fund, Common Stock
3 terms
bona fide gift financial
"Represents a bona fide gift made by the Reporting Person"
A bona fide gift is a genuine, voluntary transfer of money, property, or benefits from one party to another made without expectation of repayment, services, or hidden conditions. Investors care because such gifts can affect company disclosures, related‑party transaction rules, tax treatment, and perceived conflicts of interest; think of it like someone giving you a present with no strings attached — but on a corporate scale, auditors and regulators need to verify it really is unconditional.
donor-advised fund financial
"gift made by the Reporting Person to a charitable donor-advised fund"
A donor-advised fund is a charitable giving account that lets an individual or family deposit cash, stock, or other assets now, get an immediate tax benefit, and then recommend grants to charities over time. Think of it like a private charitable bucket you control without running a charity yourself; investors care because it’s a tax-efficient way to give appreciated securities, can change when and how donated shares enter the market, and affects personal and corporate tax planning.
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.
AI-generated analysis. How Rhea-AI works. Not financial advice.
FAQ
What insider transaction did Burke & Herbert (BHRB) CEO David P. Boyle report?
David P. Boyle reported a bona fide gift of 1,752 shares of Burke & Herbert common stock on 2026-07-28. The shares were donated to a charitable donor-advised fund, with no sale proceeds reported in the transaction.
Was the Burke & Herbert (BHRB) insider gift made under a Rule 10b5-1 plan?
The filing’s Rule 10b5-1 checkbox is not marked as affirmative, and there is no footnote indicating a trading plan. The reported bona fide gift therefore is not identified as executed pursuant to a Rule 10b5-1 plan.