🕵️ Burke & Herbert Financial Services Corp. ($BHRB)
SEC insider & ownership activity, last 12 months · CIK 1964333 · every row links its SEC filing
Over the last 12 months insiders sold $557K against $1.1M of open-market buying. Barnwell Julian Forrest Jr. bought $629K in discretionary trades (May–Jun). No red-flag 8-Ks in the window.
Monthly net open-market insider flow, last 12 months (up = net buying)
Insider flow
5 buyers, $1.1M (12 lots) · 5 sellers, $557K (7 lots)
| Insider | Buys | Bought | Sells | Sold | Last |
|---|---|---|---|---|---|
| Barnwell Julian Forrest Jr. | 2 | $629K | 0 | – | Jun 3, 2026 |
| McLaughlin Shawn Patrick | 4 | $263K | 0 | – | Aug 6, 2026 |
| James P. Geary II | 0 | – | 3 | $229K | Aug 14, 2026 |
| Burke James Mason | 0 | – | 1 | $110K | Aug 11, 2026 |
| Poillon Diane | 1 | $88K | 0 | – | Aug 12, 2026 |
| Riojas Jose David | 2 | $81K | 0 | – | May 12, 2026 |
| Georgette R. George | 0 | – | 1 | $74K | Aug 3, 2026 |
| Bonnafe Katherine Diane | 0 | – | 1 | $74K | Aug 3, 2026 |
| Jill S. Upson | 0 | – | 1 | $70K | May 20, 2026 |
| Wilson David | 3 | $12K | 0 | – | Aug 20, 2026 |
5%+ holders
| Holder | Stake | Class | Schedule | Event | |
|---|---|---|---|---|---|
| Kenneth R. Lehman | exited | 13G | Aug 24, 2026 | filing ↗ |
Planned insider sales (Form 144)
| Seller | Planned | Approx. sale date | |
|---|---|---|---|
| James P. Geary II | $230K | Aug 14, 2026 | filing ↗ |
| Burke James Mason | $220K | Aug 11, 2026 | filing ↗ |
| Bonnafe Katherine Diane | $74K | Aug 3, 2026 | filing ↗ |
Material events (8-K)
| Item | Event date | |
|---|---|---|
| Earnings (2.02) | Jul 23, 2026 | filing ↗ |
| Reg FD disclosure (7.01) | Jul 23, 2026 | filing ↗ |
| Other events (8.01) | Jul 23, 2026 | filing ↗ |
| Financial Statements and Exhibits (9.01) | Jul 23, 2026 | filing ↗ |
| Officer/director changes (5.02) | Jul 6, 2026 | filing ↗ |
| Financial Statements and Exhibits (9.01) | Jul 6, 2026 | filing ↗ |
| Officer/director changes (5.02) | Jul 6, 2026 | filing ↗ |
| Financial Statements and Exhibits (9.01) | Jul 6, 2026 | filing ↗ |
| Officer/director changes (5.02) | Jun 23, 2026 | filing ↗ |
| Financial Statements and Exhibits (9.01) | Jun 23, 2026 | filing ↗ |
| Shareholder vote (5.07) | Jun 18, 2026 | filing ↗ |
| Financial Statements and Exhibits (9.01) | Jun 18, 2026 | filing ↗ |
| Financial Statements and Exhibits (9.01) | May 1, 2026 | filing ↗ |
| Acquisition or disposition (2.01) | May 1, 2026 | filing ↗ |
| Officer/director changes (5.02) | May 1, 2026 | filing ↗ |
| Charter/bylaw changes (5.03) | May 1, 2026 | filing ↗ |
| Other events (8.01) | May 1, 2026 | filing ↗ |
| Financial Statements and Exhibits (9.01) | May 1, 2026 | filing ↗ |
| Earnings (2.02) | Apr 23, 2026 | filing ↗ |
| Reg FD disclosure (7.01) | Apr 23, 2026 | filing ↗ |
| Other events (8.01) | Apr 23, 2026 | filing ↗ |
| Financial Statements and Exhibits (9.01) | Apr 23, 2026 | filing ↗ |
| Other events (8.01) | Apr 13, 2026 | filing ↗ |
| Financial Statements and Exhibits (9.01) | Apr 13, 2026 | filing ↗ |
| Shareholder vote (5.07) | Mar 25, 2026 | filing ↗ |
| Other events (8.01) | Mar 25, 2026 | filing ↗ |
| Financial Statements and Exhibits (9.01) | Mar 25, 2026 | filing ↗ |
| Officer/director changes (5.02) | Mar 9, 2026 | filing ↗ |
| Financial Statements and Exhibits (9.01) | Mar 9, 2026 | filing ↗ |
| Officer/director changes (5.02) | Jan 22, 2026 | filing ↗ |