BHRB insider transaction filings
Burke & Herbert Financial Services Corp. — 50 most recent Form 4 filings from SEC EDGAR, normalized by FilingPulse. Latest filing: 2026-08-21. Screen BHRB transaction legs live →
Insider transaction summary — last 90 days
2026-06-24 to 2026-09-22, from the filings listed below: 24 Form 4 filings. Counts and totals are arithmetic on values as filed — descriptive data, not a recommendation.
- Open-market purchases (code P, non-derivative): 5 legs across 5 filings by 3 insiders — 2,369 shares, $173,992 total (shares × price as filed).
- Open-market sales (code S, non-derivative): 7 legs across 6 filings by 4 insiders — 9,800 shares, $719,146 total (shares × price as filed).
- Other reported legs (grants, option exercises, tax withholding, gifts, derivative-security transactions, …): 35.
- Largest priced transaction: sale of 3,150 shares @ $73.93 ($232,880) by Geary James P II, filed 2026-08-05.
By insider — same window
Open-market purchase/sale legs on non-derivative securities, grouped by the filing's reporting owner(s); joint filings appear once. Dollar totals cover priced legs only (shares × price as filed). Ordered by priced transaction value, largest first.
| Insider | Filings | Purchases (P) | Sales (S) | Other legs |
|---|---|---|---|---|
| Geary James P II — Director | 3 | — | 4 legs · 6,300 sh · $462,286 | — |
| Burke James Mason — Director | 1 | — | 1 leg · 1,500 sh · $109,538 | — |
| Poillon Diane — Director | 1 | 1 leg · 1,200 sh · $88,398 | — | — |
| George Georgette R. — Director | 2 | — | 1 leg · 1,000 sh · $73,668 | 1 |
| Bonnafe Katherine Diane — Director | 1 | — | 1 leg · 1,000 sh · $73,655 | — |
| McLaughlin Shawn Patrick — Director | 1 | 1 leg · 1,000 sh · $73,250 | — | — |
| WILSON DAVID — Director | 3 | 3 legs · 169 sh · $12,343 | — | 1 |
| MADDY H CHARLES III — President, Director | 4 | — | — | 10 |
| TISSUE ROBERT S — EVP, Balance Sheet Strategy | 2 | — | — | 10 |
| Freeman Danyl R — Chief Human Resources Officer | 2 | — | — | 4 |
+4 more insiders in the window, not shown — every filing appears in the table below.
Recent Form 4 filings — Burke & Herbert Financial Services Corp.
| Filed | Form | Insider | Reported transactions | Source |
|---|---|---|---|---|
| 2026-08-21 | 4 | George Georgette R. — Director | Code (W): 9,858 @ $0 | EDGAR |
| 2026-08-20 | 4 | WILSON DAVID — Director | Purchase (P): 35 @ $70.57 | EDGAR |
| 2026-08-18 | 4 | Geary James P II — Director | Sale (S): 263 @ $72.91 · Sale (S): 2,887 @ $72.82 | EDGAR |
| 2026-08-18 | 4/A | Geary James P II — Director | Sale (S): 0 @ $73.93 | EDGAR |
| 2026-08-14 | 4 | Poillon Diane — Director | Purchase (P): 1,200 @ $73.67 | EDGAR |
| 2026-08-12 | 4/A | MADDY H CHARLES III — President, Director | Tax withholding (F): 12,545 @ $67.85 | EDGAR |
| 2026-08-12 | 4/A | Freeman Danyl R — Chief Human Resources Officer | Tax withholding (F): 2,003 @ $74.08 | EDGAR |
| 2026-08-12 | 4 | Burke James Mason — Director | Sale (S): 1,500 @ $73.03 | EDGAR |
| 2026-08-12 | 4/A | MADDY H CHARLES III — President, Director | Tax withholding (F): 18,521 @ $71.34 | EDGAR |
| 2026-08-06 | 4 | McLaughlin Shawn Patrick — Director | Purchase (P): 1,000 @ $73.25 | EDGAR |
| 2026-08-05 | 4 | Bonnafe Katherine Diane — Director | Sale (S): 1,000 @ $73.65 | EDGAR |
| 2026-08-05 | 4 | Geary James P II — Director | Sale (S): 3,150 @ $73.93 | EDGAR |
| 2026-08-04 | 4 | George Georgette R. — Director | Sale (S): 1,000 @ $73.67 | EDGAR |
| 2026-08-04 | 4 | WILSON DAVID — Director | Purchase (P): 34 @ $73.69 | EDGAR |
| 2026-08-04 | 4 | Barnwell Julian Forrest Jr. — Director | Other (J): 91,361 @ $0 · Other (J): 91,361 @ $0 | EDGAR |
| 2026-08-04 | 4 | WILSON DAVID — Director | Purchase (P): 100 @ $73.68 · Gift (G): 100 @ $0 | EDGAR |
| 2026-08-03 | 4 | TISSUE ROBERT S — EVP, Balance Sheet Strategy | Option exercise (M): 8,684 @ $43.33 · Option exercise (M): 8,436 @ $52.29 · Tax withholding (F): 12,914 @ $73.63 · Option exercise (M): 8,684 (derivative) @ $0 · Option exercise (M): 8,436 (derivative) @ $0 | EDGAR |
| 2026-07-30 | 4 | Freeman Danyl R — Chief Human Resources Officer | Option exercise (M): 2,836 @ $43.33 · Tax withholding (F): 2,002 @ $74.08 · Option exercise (M): 2,836 (derivative) @ $0 | EDGAR |
| 2026-07-29 | 4 | BOYLE DAVID P — Chair & CEO, Director | Gift (G): 1,752 @ $0 | EDGAR |
| 2026-07-20 | 4 | Ritchie Bradford E — EVP, Chief Lending Officer | Option exercise (M): 2,749 @ $51.58 · Tax withholding (F): 2,222 @ $70.76 · Option exercise (M): 2,749 (derivative) @ $0 | EDGAR |
| 2026-07-20 | 4 | TISSUE ROBERT S — EVP, Financial Strategy | Option exercise (M): 8,599 @ $47.47 · Option exercise (M): 4,110 @ $51.58 · Tax withholding (F): 9,777 @ $72.85 · Option exercise (M): 8,599 (derivative) @ $0 · Option exercise (M): 4,110 (derivative) @ $0 | EDGAR |
| 2026-07-02 | 4 | Zirk Angela R — EVP, Chief Experience Officer | Option exercise (M): 1,468 @ $43.33 · Tax withholding (F): 1,051 @ $72.79 · Option exercise (M): 1,468 (derivative) @ $0 | EDGAR |
| 2026-06-30 | 4 | MADDY H CHARLES III — President, Director | Option exercise (M): 7,901 @ $51.58 · Option exercise (M): 14,823 @ $52.29 · Tax withholding (F): 18,354 @ $71.44 · Option exercise (M): 7,901 (derivative) @ $0 · Option exercise (M): 14,823 (derivative) @ $0 | EDGAR |
| 2026-06-29 | 4 | MADDY H CHARLES III — President, Director | Option exercise (M): 15,934 @ $47.47 · Tax withholding (F): 12,380 @ $69.29 · Option exercise (M): 15,934 (derivative) @ $0 | EDGAR |
| 2026-06-22 | 4 | Anderson Mark Guthrie — Director | Grant/award (A): 1,000 @ $0 | EDGAR |
| 2026-06-22 | 4 | Hinson Samuel Laing III — Director | Grant/award (A): 1,000 @ $0 | EDGAR |
| 2026-06-22 | 4 | Barnwell Julian Forrest Jr. — Director | Grant/award (A): 1,000 @ $0 | EDGAR |
| 2026-06-22 | 4 | Bonnafe Katherine Diane — Director | Grant/award (A): 1,000 @ $0 | EDGAR |
| 2026-06-22 | 4 | McLaughlin Shawn Patrick — Director | Grant/award (A): 1,000 @ $0 | EDGAR |
| 2026-06-22 | 4 | Burke James Mason — Director | Grant/award (A): 1,000 @ $0 | EDGAR |
| 2026-06-22 | 4 | Riojas Jose David — Director | Grant/award (A): 1,000 @ $0 | EDGAR |
| 2026-06-22 | 4 | Poillon Diane — Director | Grant/award (A): 1,000 @ $0 | EDGAR |
| 2026-06-22 | 4 | Snyder Kristen — Director | Grant/award (A): 1,000 @ $0 | EDGAR |
| 2026-06-22 | 4 | George Georgette R. — Director | Grant/award (A): 1,000 @ $0 | EDGAR |
| 2026-06-22 | 4 | Geary James P II — Director | Grant/award (A): 1,000 @ $0 | EDGAR |
| 2026-06-22 | 4 | WILSON DAVID — Director | Grant/award (A): 1,000 @ $0 | EDGAR |
| 2026-06-22 | 4 | PICCIRILLO CHARLES — Director | Grant/award (A): 1,000 @ $0 | EDGAR |
| 2026-06-05 | 4 | Barnwell Julian Forrest Jr. — Director | Purchase (P): 5,000 @ $62.76 | EDGAR |
| 2026-06-05 | 4 | LUNDBLAD CARL D — EVP, Chief Operating Officer | Grant/award (A): 6,444 @ $0 | EDGAR |
| 2026-05-29 | 4 | Burke James Mason — Director | Other (J): 1,000 @ $0 · Other (J): 1,000 @ $0 | EDGAR |
| 2026-05-21 | 4 | Upson Jill S — Director | Sale (S): 1,112 @ $63.30 | EDGAR |
| 2026-05-19 | 4 | LUNDBLAD CARL D — EVP, Chief Operating Officer | Grant/award (A): 9,743 @ $0 | EDGAR |
| 2026-05-12 | 4 | Barnwell Julian Forrest Jr. — Director | Purchase (P): 5,000 @ $63.05 | EDGAR |
| 2026-05-12 | 4 | Riojas Jose David — Director | Purchase (P): 300 @ $62 · Purchase (P): 1,000 @ $62 | EDGAR |
| 2026-05-12 | 4/A | Barnwell Julian Forrest Jr. — Director | Purchase (P): 5,000 @ $63.05 | EDGAR |
| 2026-05-04 | 4 | Freeman Danyl R — Chief Human Resources Officer | Tax withholding (F): 202 @ $64.64 | EDGAR |
| 2026-05-04 | 4 | Ritchie Bradford E — EVP, Chief Lending Officer | Tax withholding (F): 659 @ $64.64 | EDGAR |
| 2026-05-04 | 4 | BOYLE DAVID P — Chair & CEO, Director | Tax withholding (F): 5,784 @ $64.64 | EDGAR |
| 2026-05-04 | 4 | TISSUE ROBERT S — EVP, Financial Strategy | Tax withholding (F): 1,364 @ $64.64 | EDGAR |
| 2026-05-04 | 4 | MADDY H CHARLES III — President, Director | Tax withholding (F): 1,541 @ $64.64 | EDGAR |
Recent 8-K events — Burke & Herbert Financial Services Corp.
| Filed | Form | Items reported | Source |
|---|---|---|---|
| 2026-09-18 | 8-K | 7.01 — Regulation FD Disclosure 9.01 — Financial Statements and Exhibits | EDGAR |
| 2026-08-11 | 8-K | 5.02 — Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers; Compensatory Arrangements of Certain Officers 9.01 — Financial Statements and Exhibits | EDGAR |
| 2026-07-23 | 8-K | 2.02 — Results of Operations and Financial Condition 7.01 — Regulation FD Disclosure 8.01 — Other Events 9.01 — Financial Statements and Exhibits | EDGAR |
| 2026-07-17 | 8-K/A | 9.01 — Financial Statements and Exhibits | EDGAR |
| 2026-07-07 | 8-K | 5.02 — Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers; Compensatory Arrangements of Certain Officers 9.01 — Financial Statements and Exhibits | EDGAR |
| 2026-06-23 | 8-K | 5.02 — Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers; Compensatory Arrangements of Certain Officers 9.01 — Financial Statements and Exhibits | EDGAR |
| 2026-06-18 | 8-K | 5.07 — Submission of Matters to a Vote of Security Holders 9.01 — Financial Statements and Exhibits | EDGAR |
| 2026-05-01 | 8-K | 2.01 — Completion of Acquisition or Disposition of Assets 5.02 — Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers; Compensatory Arrangements of Certain Officers 5.03 — Amendments to Articles of Incorporation or Bylaws; Change in Fiscal Year 8.01 — Other Events 9.01 — Financial Statements and Exhibits | EDGAR |
| 2026-04-23 | 8-K | 2.02 — Results of Operations and Financial Condition 7.01 — Regulation FD Disclosure 8.01 — Other Events 9.01 — Financial Statements and Exhibits | EDGAR |
| 2026-04-13 | 8-K | 8.01 — Other Events 9.01 — Financial Statements and Exhibits | EDGAR |
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