Every Form 4 that Burke & Herbert Financial Services Corp. (BHRB) has filed with the SEC in the last 12 months is listed below, newest first, and each one links through to the document itself with the summary and the scores our analysis gives it.
A Form 4 covers the transactions officers, directors and large holders report, so if you follow BHRB and want that one kind of document rather than the whole filing history, this is the page to keep. The company's other filings, of every form, are on the full BHRB filings page.
Burke & Herbert Financial Services Corp. (BHRB) director Georgette R. George reported an indirect acquisition of 9,858 common shares on August 21, 2026, coded as an acquisition by will or laws of descent and distribution and held by her spouse. Following this, she reports 22,971 shares held directly, plus several indirect holdings, including 9,858 shares by spouse, and additional stakes through a 401(k) plan, investment partnership, trusts, and a corporate entity.
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.
Burke & Herbert Financial Services Corp. (BHRB) director James P. Geary II reported sales of 3,150 shares of Common Stock on August 14, 2026, in open market or private transactions at per-share prices of $72.91 and $72.82. The sold shares were held indirectly through the JPG Trust. Following these transactions, Geary reported holdings of 34,468 shares directly and 3,637 shares indirectly through his spouse.
Burke & Herbert Financial Services Corp. insider James P. Geary II, a director, filed an amended Form 4 to correct a previously reported stock sale. A sale of 3,150 shares of common stock, indirectly held through the JPG Trust, was originally reported but did not settle and was cancelled in its entirety. The amendment clarifies that no disposition of shares actually occurred and updates the post-transaction beneficial ownership to 12,607 indirectly held shares.
Burke & Herbert Financial Services Corp. director Diane Poillon purchased 1,200 shares of Common Stock on 2026-08-12 in an open-market or private transaction at $73.6651 per share. Following this buy, she directly holds a total of 4,128 common shares.
Burke & Herbert Financial Services Corp. reported that Chief Human Resources Officer Danyl R. Freeman had 2,003 shares of common stock withheld on July 29, 2026 at $74.08 per share to pay tax liability in connection with stock-settled SARs. Following this tax-withholding disposition, Freeman directly holds 4,684 common shares. This Form 4/A amends a prior filing to correct the withheld-share amount by one share.
Burke & Herbert Financial Services Corp. director and President MADDY H CHARLES III reported a Form 4/A amendment reflecting a Code F disposition of 12,545 shares of Common Stock at $67.85 per share, delivered or withheld for payment of exercise price or tax liability. Following this transaction, the insider directly held 46,477 shares. The amendment corrects the number of shares issued upon settlement of stock-settled SARs exercised on June 25, 2026, revising the figure from 3,554 shares to 3,389 shares based on the final fair market value on the exercise date.
Burke & Herbert Financial Services Corp. president Charles H. Maddy III reported an amended insider transaction. On June 29, 2026, he disposed of 18,521 shares of common stock at $71.34 per share to pay the exercise price or tax liability on stock-settled SARs, leaving 50,845 shares directly owned. The amendment corrects the number of shares issued upon SAR settlement, adjusting it from 4,370 to 4,203 shares based on the final fair market value.
Burke & Herbert Financial Services Corp. director James Mason Burke reported selling 1,500 shares of Common Stock on 2026-08-11 at $73.025 per share in an open-market or private transaction. The shares were held indirectly as co-Trustee for The Burke Living Trust. After this sale, indirect holdings reported for the trust are 258,480 shares, and James Mason Burke also reports 9,480 shares held directly.
Burke & Herbert Financial Services Corp. director Shawn Patrick McLaughlin purchased 1,000 shares of Common Stock on 2026-08-06 at $73.25 per share in an open market or private transaction, increasing his direct holdings to 71,000 shares.
He also reports 1,000 shares held indirectly through McLaughlin Ryder Investments, Inc. The Rule 10b5-1 trading plan checkbox was not marked.
Burke & Herbert Financial Services Corp. director James P. Geary II, through JPG Trust, sold 3,150 shares of common stock on August 3, 2026 at a weighted average price of $73.93 per share, in multiple trades between $73.88 and $74.05. After this sale, reported holdings include 9,457 shares in the trust, 34,468 shares held directly, and 3,637 shares held indirectly by his spouse. The Rule 10b5-1 checkbox was not marked, so the sale was not reported as pursuant to a trading plan.
Burke & Herbert Financial Services Corp. director Katherine Diane Bonnafe sold 1,000 shares of common stock on August 3, 2026, in an open-market or private transaction at an average price of $73.6547 per share. After this sale, she directly owns 8,200 shares. The trade is not marked as executed under a Rule 10b5-1 trading plan.
Burke & Herbert Financial Services Corp. director George Georgette R. reported an indirect sale of 1,000 shares of common stock on August 3, 2026 at $73.6676 per share by the LeRoy M. Rashid 1996 Irrevocable Trust Family Fund. After this transaction, that trust held 38,321 shares, with additional reported positions of 22,971 shares held directly and further indirect holdings through other family-related entities and plans.
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.
Burke & Herbert Financial Services Corp. director Julian Forrest Barnwell Jr. reported an internal trust restructuring on August 4, 2026. He transferred 91,361 shares of common stock for no consideration from the Barnwell Charitable Lead Trust to the J F Barnwell, Jr. Revocable Trust. He continues to hold common stock directly and through several family trusts.
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.
Burke & Herbert Financial Services Corp. executive vice president Robert S. Tissue exercised a total of 17,120 stock-settled appreciation rights into common stock on July 30, 2026.
The exercises produced common shares at $43.33 and $52.29 per share, with 12,914 shares at $73.63 withheld to satisfy exercise-price or tax obligations. An additional 373 shares are reported as held indirectly by his spouse.
Burke & Herbert Financial Services Corp. executive Danyl R Freeman, Chief Human Resources Officer, exercised 2,836 Stock Settled Appreciation Rights into 2,836 shares of common stock at an exercise price of $43.33 per share on 2026-07-29.
In a related transaction, 2,002 common shares were withheld at $74.08 per share to pay the exercise price or associated tax liability. The filing also reports 6,106 common shares held indirectly through an IRA.
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.
Burke & Herbert Financial Services Corp. executive Robert S. Tissue, EVP Financial Strategy, reported multiple equity transactions in Common Stock on July 17, 2026. He exercised stock-settled appreciation rights for 12,709 shares of Common Stock at exercise prices of $51.58 and $47.47 per share. As payment of exercise price or tax liability, 9,777 shares of Common Stock were delivered at $72.85 per share. Reported holdings include 53,858 Common shares held directly and 373 shares held indirectly by his spouse.
Burke & Herbert Financial Services Corp. EVP, Chief Lending Officer Bradford E. Ritchie reported July 16, 2026 equity transactions. He exercised 2,749 Stock Settled Appreciation Rights at $51.58 per share for common stock and had 2,222 shares delivered at $70.76 per share to cover tax obligations, with 23,605 shares reported as directly owned after the tax-withholding entry.
Burke & Herbert Financial Services Corp. executive Angela R. Zirk reported routine equity compensation activity in Common Stock. On July 1, 2026, she exercised 1,468 Stock Settled Appreciation Rights at $43.3300 per share, receiving an equivalent number of common shares.
To cover tax obligations, 1,051 common shares were disposed of at $72.7851 per share as a tax-withholding transaction, not an open-market sale. Following these transactions, she directly owns 3,287 common shares and indirectly owns 1,928 shares through an IRA, with 1,101 Stock Settled Appreciation Rights remaining outstanding.
Burke & Herbert Financial Services Corp. president and director Charles Maddy III reported equity award activity in company stock. On June 29, 2026, he exercised Stock Settled Appreciation Rights for 14,823 shares at $52.29 per share and 7,901 shares at $51.58 per share, receiving common stock.
To cover related obligations, 18,354 common shares were disposed of at $71.44 per share as a tax-withholding transaction rather than an open-market sale. Following these transactions, he directly holds 51,012 common shares, with additional indirect holdings of 16,884 shares in an IRA and 19,592 shares held by his spouse.
Burke & Herbert Financial Services Corp.'s president and director Charles Maddy III exercised stock-settled appreciation rights and had shares withheld for taxes. He exercised 15,934 Stock Settled Appreciation Rights at $47.47 per share into common stock, then 12,380 common shares were disposed of to cover tax obligations at $69.29 per share. After these transactions, he directly held 46,642 common shares, with additional indirect holdings of 16,884 shares via an IRA and 19,592 shares held by his spouse.
Burke & Herbert Financial Services Corp. director David Wilson reported an equity award and updated share holdings. He received 1,000 restricted stock units of common stock as compensation for board service at no cash cost, classified as an acquisition. According to the filing, the units vest on the first anniversary of the grant date, subject to continued service and meeting attendance requirements. After the grant, Wilson directly holds 23,348 shares of common stock and also reports several indirect positions, including shares held as custodian for family members, by his spouse, and through entities such as ADBM Landholdings, LLC and A.D.B.M. Properties, LLC.
Snyder Kristen reported acquisition or exercise transactions in this Form 4 filing.
Burke & Herbert Financial Services Corp. director Kristen Snyder received an equity award of 1,000 shares of Common Stock as a grant for board service. According to the footnote, these are restricted stock units that vest on the first anniversary of the grant date, subject to continued service and meeting attendance requirements. Following this award, Snyder holds 9,418 shares of Common Stock directly.
George Georgette R. reported acquisition or exercise transactions in this Form 4 filing.
Burke & Herbert Financial Services Corp. director Georgette R. George reported a compensation-related stock grant. She received 1,000 shares of common stock in the form of restricted stock units, awarded for service as a director.
The units were granted at $0.00 per share and will vest on the first anniversary of the grant date, subject to continued board service and meeting attendance requirements. After this award, she directly holds 22,971 common shares, and additional indirect holdings are reported through entities such as George Brothers Investment Partnership and a 401(k) plan for her spouse.
Geary James P II reported acquisition or exercise transactions in this Form 4 filing.
Burke & Herbert Financial Services Corp. director James P. Geary II received an award of 1,000 shares of common stock in the form of restricted stock units for his board service. These units vest on the first anniversary of the grant date, subject to continued service and meeting attendance requirements.
After this award, Geary directly holds 34,468 common shares, with additional indirect holdings of 3,637 shares through his spouse and 12,607 shares through the JPG Trust.
Poillon Diane reported acquisition or exercise transactions in this Form 4 filing.
Burke & Herbert Financial Services Corp. director Diane Poillon received a grant of 1,000 shares of common stock in the form of restricted stock units as compensation for board service. These units vest on the first anniversary of the grant date, subject to continued service and attendance requirements. After this award, she holds 2,928 shares directly.
Bonnafe Katherine Diane reported acquisition or exercise transactions in this Form 4 filing.
Burke & Herbert Financial Services Corp. director Katherine Diane Bonnafe received an award of 1,000 shares of common stock on June 19, 2026. The award is structured as restricted stock units granted for her service as a director.
The units vest on the first anniversary of the grant date, conditioned on her continued service and meeting board attendance requirements. After this grant, she directly holds 9,200 shares of common stock.
PICCIRILLO CHARLES reported acquisition or exercise transactions in this Form 4 filing.
Burke & Herbert Financial Services Corp. director Charles Piccirillo reported an equity compensation award and his updated share holdings. He received 1,000 shares of common stock as a grant for board service, bringing his directly held shares to 21,320 common shares.
The award is structured as restricted stock units that vest on the first anniversary of the grant date, subject to continued service and meeting attendance requirements. In addition, filings show 314 common shares held indirectly through his spouse and 4,848 common shares held indirectly through Anggus Enterprises.
Barnwell Julian Forrest Jr. reported acquisition or exercise transactions in this Form 4 filing.
Burke & Herbert Financial Services Corp. director Julian F. Barnwell Jr. reported an equity compensation grant on common stock. He received 1,000 restricted stock units for service as a director at a price of $0.00 per share.
The units vest on the first anniversary of the grant date, subject to continued board service and satisfaction of attendance requirements. Following this grant, he directly holds 27,580 shares of common stock. The filing also lists indirect holdings in several trusts for which he serves as trustee, including irrevocable, charitable lead, and family trusts.
Burke James Mason reported acquisition or exercise transactions in this Form 4 filing.
Burke & Herbert Financial Services Corp. director James Mason Burke reported a compensation-related equity award and his updated holdings. He received 1,000 shares of Common Stock as a grant for board service, with total directly held shares rising to 9,480. A separate line shows 259,980 shares of Common Stock held indirectly as co-trustee for The Burke Living Trust. The footnote explains these are restricted stock units granted for service as a director, vesting on the first anniversary of the grant date, subject to continued service and meeting attendance requirements, indicating a routine, time-based incentive award rather than an open-market purchase.
Anderson Mark Guthrie reported acquisition or exercise transactions in this Form 4 filing.
Burke & Herbert Financial Services Corp. director Anderson Mark Guthrie reported an award of 1,000 shares of common stock on June 19, 2026. The filing shows this as a compensation-related grant with no cash price per share and indicates his direct holdings increased to 28,700 shares.
A footnote explains these are restricted stock units granted for board service, vesting on the first anniversary of the grant date, contingent on continued service and meeting attendance requirements.
McLaughlin Shawn Patrick reported acquisition or exercise transactions in this Form 4 filing.
Burke & Herbert Financial Services Corp. director Shawn Patrick McLaughlin reported an equity award of 1,000 shares of common stock in the form of restricted stock units for his board service. The units were granted at no purchase price and will vest on the first anniversary of the grant date, subject to continued service and attendance requirements. Following this award, his direct holdings increased to 70,000 common shares, while an affiliated company, McLaughlin Ryder Investments, Inc., holds an additional 1,000 shares indirectly.
Hinson Samuel Laing III reported acquisition or exercise transactions in this Form 4 filing.
Burke & Herbert Financial Services Corp. director Samuel Laing Hinson III reported an award of 1,000 restricted stock units of common stock for board service. These units vest on the first anniversary of the grant date, subject to continued service and attendance requirements. Following the award, he directly holds 28,560 shares of common stock and has additional indirect holdings of 33,602 shares through Kedge Capital, LLC and 31,040 shares through S.L. Hinson Associates, LLLP.
Burke & Herbert Financial Services Corp. director Jose David Riojas received an award of 1,000 shares of common stock as a grant for board service. The award was at a stated price of $0.00 per share and is characterized as a grant or other acquisition rather than an open-market purchase.
Following this grant, his direct ownership increased to 12,500 shares of common stock. The filing also reports indirect ownership of 20,000 shares of common stock held by the Jose and Susan Riojas Joint Revocable Trust, providing additional long-term exposure to the company’s stock.
A related footnote explains that the award represents restricted stock units granted for service as a director, which vest on the first anniversary of the grant date, subject to continued service and satisfaction of attendance requirements. This indicates the compensation is performance- and service-based rather than immediate unrestricted equity.
Burke & Herbert Financial Services Corp. executive Carl D. Lundblad, EVP and Chief Operating Officer, reported a compensation-related stock grant. On June 3, 2026, he received 6.444 restricted stock units, which will vest on June 3, 2029, assuming he continues in service through that date. These restricted stock units convert into common stock on a one-for-one basis once vested. Following this award, he directly holds 26,672 shares of common stock and also has an indirect holding of 1,710 shares through an IRA.
Burke & Herbert Financial Services Corp. director Julian Forrest Barnwell Jr. bought 5,000 shares of common stock in an open‑market transaction at $62.7591 per share. After this purchase, he directly owns 26,580 shares. He also reports indirect holdings through multiple trusts, including 1,000 shares in the Julian F Barnwell Jr Irrevocable Trust, 208,939 shares as trustee for the Patricia Barnwell Irrevocable Trust, 91,361 shares as trustee for the Barnwell Charitable Lead Trust, and 84,083 shares as trustee for the Barnwell Family Trust.
Burke & Herbert Financial Services Corp. director James Mason Burke reported two restructuring transactions involving common stock. Both were coded as “other acquisition or disposition” and each covered 1,000 shares at a reported price of $0.00 per share.
After these moves, he holds 8,480 shares directly and 259,980 shares indirectly as co-trustee for The Burke Living Trust, indicating administrative changes in how his interests are organized rather than open-market buying or selling.
Burke & Herbert Financial Services Corp. director Jill S. Upson reported an open-market sale of 1,112 shares of common stock. The transaction took place on May 20, 2026 at an average price of $63.305 per share. Following this sale, she directly holds 2,000 common shares.
Burke & Herbert Financial Services Corp. executive Carl D. Lundblad reported a new equity award of 9,743 shares of common stock. The shares were acquired as a grant at a price of $0.00 per share, increasing his directly held stake to 20,228 shares.
The filing also lists 1,710 shares of common stock held indirectly through an IRA. A related footnote explains that the grant takes the form of restricted stock units that will vest in two equal annual installments, on the first and second anniversaries of the grant date, and each vested unit will be settled in one share of common stock. This is a compensation-related acquisition rather than an open-market purchase or sale.
Burke & Herbert Financial Services Corp. director Jose David Riojas increased his holdings through two open-market purchases of Common Stock at $62.00 per share. A joint revocable trust for Jose and Susan Riojas bought 1,000 shares, bringing its indirect position to 20,000 shares. Separately, he bought 300 shares in a direct account, raising his direct holdings to 11,500 shares. There are no derivative positions reported in this filing, so these transactions reflect straightforward stock purchases.
Burke & Herbert Financial Services Corp. director Julian Forrest Barnwell Jr. reported an indirect open-market purchase of 5,000 shares of common stock at $63.0464 per share, held as trustee for the Patricia Barnwell Irrevocable Trust, bringing that trust’s holdings to 208,939 shares. The amended Form 4 is filed solely to add the reporting person’s updated power of attorney as an exhibit; the original filing otherwise remains unchanged.
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.
Burke & Herbert Financial Services Corp. Executive Vice President and Chief Financial Officer Roy Eugene Halyama reported a tax-related share disposition in company common stock. On this Form 4, 2,649 shares were surrendered at a value of $64.64 per share to cover tax obligations rather than being sold on the open market. After this non-market tax-withholding transaction, he directly holds 21,054 shares of Burke & Herbert common stock.
Burke & Herbert Financial Services Corp. executive reports routine tax-related share disposition. EVP and Chief Lending Officer Bradford E. Ritchie had 659 shares of Common Stock withheld at a price of $64.64 per share to cover tax obligations. Following this non-market tax-withholding disposition, he directly holds 23,078 Common Stock shares.
Burke & Herbert Financial Services Corp. executive Rowan Shannon Barrow, EVP of Wealth Services, reported a compensation-related share transfer. On this Form 4, 211 shares of common stock were disposed of at $64.64 per share to cover tax obligations, leaving Barrow with 4,912 directly held shares. This tax-withholding disposition is an administrative event rather than an open-market trade.
Burke & Herbert Financial Services Corp. executive Lauren N. Kimlel, EVP of Branch Banking, reported a tax-related share disposition. On May 3, 2026, 269 shares of common stock were withheld at $64.64 per share to cover tax obligations, a routine non-market transaction. After this withholding, she directly owned 3,579 common shares.
Hintelmann Robert Victor Jr. reported acquisition or exercise transactions in this Form 4 filing.
Burke & Herbert Financial Services Corp. granted Chief Credit Officer Robert Victor Hintelmann Jr. 2,850 time-based restricted stock units. These RSUs vest in three annual installments beginning on May 3, 2027, subject to continued employment, and will be settled in common stock within 60 days after each vesting date. Following this award, he holds 8,474 shares directly.