SEC Form 4
Burke & Herbert Financial Services Corp. (BHRB) insider trading
In the 12 months to Oct 26, 2026, 5 BHRB insiders reported open-market sales of $556.7K across 6 filings; 5 insiders bought $1.1M.
Latest filing · Last 12 months · Source: SEC EDGAR · How we count
- Open-market sales
- $556.7K
- 6 filings · 5 insiders
- Open-market purchases
- $1.1M
- 11 filings
$ excludes 1 trade without a price.
Who traded BHRB, and when
- Purchase
- Sale
BHRB daily close from Oct 27, 2025 to Oct 26, 2026, between $58.86 and $74.64, last $70.44. 6 sale and 11 purchase filings by 10 insiders, marked at their filing dates. Julian Forrest Barnwell JR., Director: bought $629.0K across 2 filings, first filed May 12, 2026, last Jun 5, 2026. Shawn Patrick McLaughlin, Director: bought $262.6K across 4 filings, first filed Oct 28, 2025, last Aug 6, 2026. James P. Geary II, Director: sold $229.4K across 2 filings, first filed Aug 18, 2026, last Aug 18, 2026. James Mason Burke, Director: sold $109.5K across 1 filing, first filed Aug 12, 2026, last Aug 12, 2026. Diane Poillon, Director: bought $88.4K across 1 filing, first filed Aug 14, 2026, last Aug 14, 2026. Jose David Riojas, Director: bought $80.6K across 1 filing, first filed May 12, 2026, last May 12, 2026. David Wilson, Director: bought $12.3K across 3 filings, first filed Aug 4, 2026, last Aug 20, 2026. 3 others: sold $217.7K across 3 filings, first filed May 21, 2026, last Aug 5, 2026.
Largest mark · tap a row for others
Julian Forrest Barnwell JR. · Director
Purchase $315,232
5,000 shares at $63.05 avg
Filed May 12, 2026 · traded May 11
Close on filing date $62.33
Julian Forrest Barnwell JR. · Director
Director
$629.0K boughtShawn Patrick McLaughlin · Director
Director
$262.6K boughtJames P. Geary II · Director
Director
$229.4K soldJames Mason Burke · Director
Director
$109.5K soldDiane Poillon · Director
Director
$88.4K boughtJose David Riojas · Director
Director
$80.6K boughtDavid Wilson · Director
Director
$12.3K bought3 others
Combined, one mark per week
$217.7K soldOpen-market trades
17 filings in the last 12 months| Insider | Role | Sold | Bought | Filings | Pre-arranged (10b5-1) | Last filed |
|---|---|---|---|---|---|---|
| Julian Forrest Barnwell JR. | Director | — | $629.0K | 2 | — | |
| Shawn Patrick McLaughlin | Director | — | $262.6K | 4 | — | |
| James P. Geary II | Director | $229.4K | — | 2 | — | |
| James Mason Burke | Director | $109.5K | — | 1 | — | |
| Diane Poillon | Director | — | $88.4K | 1 | — | |
| Jose David Riojas | Director | — | $80.6K | 1 | — | |
| Georgette R. George | Director | $73.7K | — | 1 | — | |
| Katherine Diane Bonnafe | Director | $73.7K | — | 1 | — | |
| Jill S. Upson | Director | $70.4K | — | 1 | — | |
| David Wilson | Director | — | $12.3K | 3 | — |
| Filed | Insider | Type | Shares | Avg price | Value | Held after | Source |
|---|---|---|---|---|---|---|---|
traded | David Wilson Director | Purchase | 35 | $70.57 | $2.5K | 435 | |
traded | James P. Geary II Director | Sale | 0 | — | — | 12,607 | |
traded | James P. Geary II Director | Sale | 3,150 | $72.83 | $229.4K | 9,457 | |
traded | Diane Poillon Director | Purchase | 1,200 | $73.67 | $88.4K | 4,128 | |
traded | James Mason Burke Director | Sale | 1,500 | $73.03 | $109.5K | 258,480 | |
traded | Shawn Patrick McLaughlin Director | Purchase | 1,000 | $73.25 | $73.3K | 71,000 | |
traded | Katherine Diane Bonnafe Director | Sale | 1,000 | $73.65 | $73.7K | 8,200 | |
traded | David Wilson Director | Purchase | 100 | $73.68 | $7.4K | 23,448 | |
traded | David Wilson Director | Purchase | 34 | $73.69 | $2.5K | 232 | |
traded | Georgette R. George Director | Sale | 1,000 | $73.67 | $73.7K | 38,321 | |
traded | Julian Forrest Barnwell JR. Director | Purchase | 5,000 | $62.76 | $313.8K | 26,580 | |
traded | Jill S. Upson Director | Sale | 1,112 | $63.31 | $70.4K | 2,000 | |
traded | Jose David Riojas Director | Purchase | 1,300 | $62.00 | $80.6K | Multiple accounts | |
traded | Julian Forrest Barnwell JR. Director | Purchase | 5,000 | $63.05 | $315.2K | 208,939 | |
traded | Shawn Patrick McLaughlin Director | Purchase | 1,000 | $63.55 | $63.5K | 69,000 | |
traded | Shawn Patrick McLaughlin Director | Purchase | 1,000 | $64.80 | $64.8K | 68,000 | |
traded | Shawn Patrick McLaughlin Director | Purchase | 1,000 | $61.00 | $61.0K | 67,000 |
GET /stocks/filings/vX/form-4?tickers=BHRB&filing_date.gte=2025-10-26&sort=filing_date.desc&limit=500{
"status": "OK",
"results": [
{
"tickers": [
"BHRB"
],
"issuer_cik": "0001964333",
"owner_cik": "0001208842",
"accession_number": "0001208842-26-000012",
"form_type": "4",
"filing_date": "2026-08-20",
"period_of_report": "2026-08-20",
"issuer_name": "Burke & Herbert Financial Services Corp.",
"issuer_trading_symbol": "BHRB",
"owner_name": "WILSON DAVID",
"is_director": true,
"is_officer": false,
"is_ten_percent_owner": false,
"is_other": false,
"security_type": "non_derivative",
"record_type": "transaction",
"security_title": "Common Stock",
"transaction_timeliness": "O",
"aff_10b5_one": false,
"transaction_date": "2026-08-20",
"transaction_code": "P",
"equity_swap_involved": false,
"transaction_shares": 35,
"transaction_price_per_share": 70.5726,
"transaction_acquired_disposed": "A",
"shares_owned_following_transaction": 435,
"transaction_value": 2470.0409999999997,
"not_subject_to_section_16": false,
"direct_or_indirect": "I",
"nature_of_ownership": "As Custodian for Leo McCraken under UGMA"
},
{
"tickers": [
"BHRB"
],
"issuer_cik": "0001964333",
"owner_cik": "0001400427",
"accession_number": "0001400427-26-000007",
"form_type": "4/A",
"filing_date": "2026-08-18",
"period_of_report": "2026-08-03",
"issuer_name": "Burke & Herbert Financial Services Corp.",
"issuer_trading_symbol": "BHRB",
"owner_name": "Geary James P II",
"is_director": true,
"is_officer": false,
"is_ten_percent_owner": false,
"is_other": false,
"security_type": "non_derivative",
"record_type": "transaction",
"security_title": "Common Stock",
"transaction_timeliness": "O",
"aff_10b5_one": false,
"transaction_date": "2026-08-03",
"transaction_code": "S",
"equity_swap_involved": false,
"transaction_shares": 0,
"transaction_price_per_share": 73.93,
"transaction_acquired_disposed": "D",
"shares_owned_following_transaction": 12607,
"transaction_value": 0,
"date_of_original_submission": "2026-08-05",
"not_subject_to_section_16": false,
"direct_or_indirect": "I",
"nature_of_ownership": "JPG Trust",
"footnotes": [
{
"id": "F1",
"description": "The sale of 3,150 shares reported on the original Form 4 filed on August 5, 2026 did not settle and was cancelled in its entirety. Accordingly, no disposition of shares occurred pursuant to the reported transaction. This Form 4/A amends the original Form 4 solely to correct the reported disposition and the reporting person's post-transaction beneficial ownership."
}
]
}
]
}
// trimmed to 2 resultsThe response includes every Form 4 record; this page keeps open-market purchases and sales on common stock and removes duplicate joint-filer rows.
Other insider activity (not market trades) · 103 records
- Option exercises14 records
- Tax withholding21 records
- Grants and awards57 records
- Gifts2 records
- Other9 records
Reported on Form 4 but not purchases or sales in the market, so not counted in the totals above.
How to read this page
- Open-market purchase or sale
- A buy or sell of the company's stock at market price. Grants, option exercises, shares withheld for tax, gifts and employee stock plan purchases are listed separately and not counted.
- Filing date
- Insiders have two business days to report a trade. Totals and the chart use the filing date, when the trade became public.
- Counted once
- When several owners (a fund and its partners, say) report the same trade, it's counted once. Corrected filings replace the originals.
Frequently asked questions
Has Burke & Herbert Financial Services Corp.'s CEO sold stock?
No. David P. Boyle (CEO) made no open-market sales filed as CEO in the last 12 months.
How current is BHRB’s insider data?
These are BHRB Form 4 filings from the last year, refreshed daily. The Massive Form 4 API has the full, continuously updated record.
What counts as an open-market buy or sell?
Only purchases and sales at the market price. Option exercises, grants, gifts, and shares withheld for taxes are reported on Form 4 but are left out of the buy and sell totals.
Build with AI
Track BHRB insider trades with your agent
This page joins two Massive endpoints: Form 4 filings and daily prices. Ask an agent to watch for new filings:
Using the Massive API (massive.com/docs/llms.txt), check Form 4 filings for BHRB every day with transaction_code=P and tell me when an insider files an open-market purchase, with their role, shares, price and the filing link.
Nothing on this page is investment advice. All data and content is provided for informational purposes under our Terms of Service.