Burke & Herbert director buys and gifts 100 shares
Burke & Herbert Financial Services Corp. director David Wilson reported two common-stock moves dated July 31, 2026.
Rhea-AI Filing Summary
Burke & Herbert Financial Services Corp. director David Wilson reported two common-stock moves dated July 31, 2026. He purchased 100 shares at $73.68 per share in an open-market or private transaction and made a bona fide gift of 100 shares to a non-family member, for which he disclaims beneficial ownership. Indirect holdings reported include 38,142 shares through ADBM Landholdings, LLC, 5,445 shares through A.D.B.M. Properties, LLC, and additional smaller positions via his spouse and UGMA custodial accounts. These trades were not indicated as made under a Rule 10b5-1 trading plan.
Positive
- None.
Negative
- None.
Insider Trade Summary
Net Buyer: 100 shares
Net Buy
13 txns
Insider
WILSON DAVID
Role
Director
Bought
100 shs ($7K)
| Type | Security | Shares | Price | Value |
|---|---|---|---|---|
| Purchase | Common Stock | 100 | $73.68 | $7K |
| Gift | Common Stock F1 | 100 | $0.00 | $0.00 |
| 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 — 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);
Common Stock — 198 shares (Indirect, As Custodian for Miles Holland under UGMA)
Footnotes (1)
- F1. Represents a bona fide gift of 100 shares of Common Stock to a non-family member on July 31, 2026. The reporting person disclaims beneficial ownership of the gifted shares.
Key Figures
Shares purchased: 100 shares of Common Stock
Purchase price: $73.68 per share
Shares gifted: 100 shares of Common Stock
+3 more
6 metrics
Shares purchased
100 shares of Common Stock
Open-market or private purchase on July 31, 2026 at $73.68 per share
Purchase price
$73.68 per share
Price paid for the 100-share common stock purchase on July 31, 2026
Shares gifted
100 shares of Common Stock
Bona fide gift to a non-family member on July 31, 2026; beneficial ownership disclaimed
Indirect holding via ADBM Landholdings, LLC
38,142 shares of Common Stock
Total indirect shares reported as of July 31, 2026
Indirect holding via A.D.B.M. Properties, LLC
5,445 shares of Common Stock
Total indirect shares reported as of July 31, 2026
Indirect holding via spouse
2,751 shares of Common Stock
Total indirect shares reported as of July 31, 2026
Key Terms
bona fide gift, beneficial ownership, UGMA, nature_of_ownership
4 terms
bona fide gift financial
"Represents a bona fide gift of 100 shares of Common Stock to a non-family member"
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.
beneficial ownership financial
"The reporting person disclaims beneficial ownership of the gifted shares"
Beneficial ownership means the person or entity that actually enjoys the benefits of owning shares or other assets — such as receiving dividends, voting rights, or price gains — even if the legal title is held in another name. For investors it matters because knowing who truly controls and profits from a company reveals who can influence decisions, exposes potential conflicts of interest or hidden concentration of power, and affects transparency and risk in the stock.
UGMA financial
"As Custodian for Leo McCraken under UGMA"
nature_of_ownership financial
"nature_of_ownership entries such as By Spouse or By ADBM Landholdings, LLC"
FAQ
AI-generated questions and answers. How Rhea-AI works. Not financial advice.
What insider transactions did David Wilson report for BHRB on July 31, 2026?
Director David Wilson reported two BHRB common-stock transactions on July 31, 2026: a purchase of 100 shares at $73.68 per share and a bona fide gift of 100 shares to a non-family member, for which he disclaims beneficial ownership.
Was David Wilson’s July 31, 2026 BHRB trading under a Rule 10b5-1 plan?
The filing’s Rule 10b5-1 checkbox is not marked as an affirmative plan, indicating these BHRB transactions were not reported as executed under a Rule 10b5-1 trading arrangement or pre-set trading plan.
AI-generated analysis. How Rhea-AI works. Not financial advice.
