Burke & Herbert Financial Services Corp. (BHRB)
$70.49-$0.14 (-0.20%) Latest session
Diane Poillon - DirectorBurke & Herbert Financial Services Corp is the bank holding company. Through its subsidiary, it predominantly serves small to medium-sized businesses, their owners and employees, professional corporations, non-profits, and individuals with various banking products and financial services. Some of its products and service offerings include checking, savings, and money market accounts, certificates of deposit, treasury and cash management services, commercial and industrial loans, commercial real estate loans, residential mortgage, acquisition, construction, and development loans, online banking, mobile banking, and wealth and trust services. The company operates in a single segment, namely Community Banking.
https://www.burkeandherbertbank.comSEC filings for BHRB on EDGAR
| Form 4 transaction type | Transactions | Shares | Total value |
|---|---|---|---|
| Open-market purchase | 4 | 2,335 | $171K |
| Open-market sale | 5 | 6,650 | $490K |
| Grant or award | 13 | 13,000 | |
| Option exercise | 20 | 151,080 | |
| Tax withholding / forfeiture | 9 | 79,224 | |
| Bona-fide gift | 2 | 1,852 | |
| Other acquisition / disposition | 3 | 192,580 |
Dollar totals are shown for open-market purchases and sales only. Grants, option exercises, gifts and tax withholding are reported by share count because they are not trades at a market price.
117 Form 4 filings on record, the earliest from Oct 2, 2024, newest first. Filing history page 1 of 3.
| Date | Insider | Transaction | Security | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Georgette R. George - Director | Other | Common Stock | 9,858 | $0.00 | - | |
| David Wilson - Director | Open-market purchase | Common Stock | 35 | $70.57 | $2K | |
| James P. Geary II - Director | Open-market sale | Common Stock | 0 | $73.93 | - | |
| Diane Poillon - Director | Open-market purchase | Common Stock | 1,200 | $73.67 | $88K | |
| Danyl R. Freeman - Officer | Tax withholding / forfeiture | Common Stock | 2,003 | $74.08 | $148K | |
| H. Charles Maddy III - Officer | Tax withholding / forfeiture | Common Stock | 18,521 | $71.34 | $1.32M | |
| James Mason Burke - Director | Open-market sale | Common Stock | 1,500 | $73.03 | $110K | |
| Shawn Patrick McLaughlin - Director | Open-market purchase | Common Stock | 1,000 | $73.25 | $73K | |
| James P. Geary II - Director | Open-market sale | Common Stock | 3,150 | $73.93 | $233K | |
| Katherine Diane Bonnafe - Director | Open-market sale | Common Stock | 1,000 | $73.65 | $74K | |
| Georgette R. George - Director | Open-market sale | Common Stock | 1,000 | $73.67 | $74K | |
| Julian Forrest Barnwell Jr. - Director | Other | Common Stock | 91,361 | $0.00 | - | |
| Julian Forrest Barnwell Jr. - Director | Other | Common Stock | 91,361 | $0.00 | - | |
| David Wilson - Director | Open-market purchase | Common Stock | 100 | $73.68 | $7K | |
| David Wilson - Director | Gift | Common Stock | 100 | $0.00 | - | |
| Robert S. Tissue - Officer | Option exercise | Common Stock | 8,684 | $43.33 | $376K | |
| Robert S. Tissue - Officer | Option exercise | Common Stock | 8,436 | $52.29 | $441K | |
| Robert S. Tissue - Officer | Tax withholding / forfeiture | Common Stock | 12,914 | $73.63 | $951K | |
| Robert S. Tissue - Officer | Option exercise | Stock Settled Appreciation Rights | 8,684 | $0.00 | - | |
| Robert S. Tissue - Officer | Option exercise | Stock Settled Appreciation Rights | 8,436 | $0.00 | - | |
| Danyl R. Freeman - Officer | Option exercise | Common Stock | 2,836 | $43.33 | $123K | |
| Danyl R. Freeman - Officer | Tax withholding / forfeiture | Common Stock | 2,002 | $74.08 | $148K | |
| Danyl R. Freeman - Officer | Option exercise | Stock Settled Appreciation Rights | 2,836 | $0.00 | - | |
| David P. Boyle - Officer | Gift | Common Stock | 1,752 | $0.00 | - | |
| Robert S. Tissue - Officer | Option exercise | Common Stock | 8,599 | $47.47 | $408K | |
| Robert S. Tissue - Officer | Option exercise | Common Stock | 4,110 | $51.58 | $212K | |
| Robert S. Tissue - Officer | Tax withholding / forfeiture | Common Stock | 9,777 | $72.85 | $712K | |
| Robert S. Tissue - Officer | Option exercise | Stock Settled Appreciation Rights | 8,599 | $0.00 | - | |
| Robert S. Tissue - Officer | Option exercise | Stock Settled Appreciation Rights | 4,110 | $0.00 | - | |
| Bradford E. Ritchie - Officer | Option exercise | Common Stock | 2,749 | $51.58 | $142K | |
| Bradford E. Ritchie - Officer | Tax withholding / forfeiture | Common Stock | 2,222 | $70.76 | $157K | |
| Bradford E. Ritchie - Officer | Option exercise | Stock Settled Appreciation Rights | 2,749 | $0.00 | - | |
| Angela R. Zirk - Officer | Option exercise | Common Stock | 1,468 | $43.33 | $64K | |
| Angela R. Zirk - Officer | Tax withholding / forfeiture | Common Stock | 1,051 | $72.79 | $76K | |
| Angela R. Zirk - Officer | Option exercise | Stock Settled Appreciation Rights | 1,468 | $0.00 | - | |
| H. Charles Maddy III - Officer | Tax withholding / forfeiture | Common Stock | 18,354 | $71.44 | $1.31M | |
| H. Charles Maddy III - Officer | Option exercise | Common Stock | 7,901 | $51.58 | $408K | |
| H. Charles Maddy III - Officer | Option exercise | Common Stock | 14,823 | $52.29 | $775K | |
| H. Charles Maddy III - Officer | Option exercise | Stock Settled Appreciation Rights | 7,901 | $0.00 | - | |
| H. Charles Maddy III - Officer | Option exercise | Stock Settled Appreciation Rights | 14,823 | $0.00 | - | |
| H. Charles Maddy III - Officer | Option exercise | Common Stock | 15,934 | $47.47 | $756K | |
| H. Charles Maddy III - Officer | Tax withholding / forfeiture | Common Stock | 12,380 | $69.29 | $858K | |
| H. Charles Maddy III - Officer | Option exercise | Stock Settled Appreciation Rights | 15,934 | $0.00 | - | |
| David Wilson - Director | Grant or award | Common Stock | 1,000 | $0.00 | - | |
 Kristen Snyder - Director | Grant or award | Common Stock | 1,000 | $0.00 | - | |
| Georgette R. George - Director | Grant or award | Common Stock | 1,000 | $0.00 | - | |
| James P. Geary II - Director | Grant or award | Common Stock | 1,000 | $0.00 | - | |
| Diane Poillon - Director | Grant or award | Common Stock | 1,000 | $0.00 | - | |
| Katherine Diane Bonnafe - Director | Grant or award | Common Stock | 1,000 | $0.00 | - | |
| Charles Piccirillo - Director | Grant or award | Common Stock | 1,000 | $0.00 | - | |
| Julian Forrest Barnwell Jr. - Director | Grant or award | Common Stock | 1,000 | $0.00 | - | |
| James Mason Burke - Director | Grant or award | Common Stock | 1,000 | $0.00 | - |
A Form 144 is notice of an INTENDED sale, not a completed one. It often precedes the Form 4 that reports the trade actually happening.
| Filed | Filer | Relationship | Shares | Market value | Notice |
|---|---|---|---|---|---|
| Geary James P II | Director | 3,150 | $230K | View on EDGAR | |
| Burke James Mason | Director | 3,000 | $220K | View on EDGAR | |
| Bonnafe Katherine Diane | Director | 1,000 | $74K | View on EDGAR |
Burke & Herbert Financial Services Corp. (BHRB) had 34 insider filings in the last 90 days, with the most recent on 2026-08-21. The full record for BHRB runs to 117 Form 4 filings, the earliest from 2024-10-02. InsiderAlpha tracks every Form 4, Form 144, and 8-K filing in real time.
4 insider purchases of BHRB were filed in the last 90 days, totaling $171K.
5 insider sales of BHRB were filed in the last 90 days, totaling $490K.
This page tracks BHRB Form 4 insider transactions, Form 144 sale notices, and 8-K material event disclosures in one timeline. Annual 10-K and quarterly 10-Q reports live on the company's SEC EDGAR page.
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Every Form 4 below links to the original document on SEC EDGAR, so the numbers on this page can be checked against the filing they came from.
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