What Burke & Herbert Financial Services Corp's executives and directors are doing with their own shares, from SEC Form 3/4/5 filings — separating what the filings state (awards, withholding, disclosed plans) from what only the pattern of dates shows.
| 3 months | 12 months | |
|---|---|---|
| Open-market buys | 5 | 12 |
| Sells | 6 | 7 |
| Total trades | 26 | 114 |
| 3 months | 12 months | |
|---|---|---|
| Acquired | 121,378 | 291,087 |
| Disposed | 114,780 | 191,721 |
| Net activity | +6,598 | +99,366 |
View rich charts and dive into the patterns of specific insiders — who is accumulating, who is winding down, and which sale explanations the filings actually support.
| Insider | Relation | Date | Transaction | Shares | Price | Value | Shares held |
|---|---|---|---|---|---|---|---|
| Schmidt Jennifer Palmer | EVP, Chief Risk Officer | Aug 31 | Grant / award · A | +160 | $54.77 | +$8.76K | 4,592 |
| Huffman Patrick Kip | SVP, Chief Accounting Officer | Aug 31 | Grant / award · A | +111 | $54.77 | +$6.08K | 2,665 |
| Kimlel Lauren N. | EVP, Retail Banking | Aug 31 | Grant / award · A | +134 | $54.77 | +$7.34K | 3,713 |
| Rowan Shannon Barrow | EVP, Wealth Services | Aug 31 | Grant / award · A | +63 | $54.77 | +$3.45K | 4,975 |
| Hintelmann Robert Victor Jr. | Chief Credit Officer | Aug 31 | Grant / award · A | +76 | $54.77 | +$4.16K | 8,550 |
| Parikh Kirtan | EVP, Chief Financial Officer | Aug 31 | Grant / award · A | +126 | $54.77 | +$6.9K | 6,979 |
| George Georgette R. | Director | Aug 21 | Will/Inheritance · W | +9,858 | — | — | 9,858 |
| Wilson David | Director | Aug 20 | Open-market buy · P | +35 | $70.57 | +$2.47K | 435 |
| Geary James P Ii | Director | Aug 14 | Open-market sale · S | −2,887 | $72.82 | −$210K | 9,457 |
| Geary James P Ii | Director | Aug 14 | Open-market sale · S | −263 | $72.91 | −$19.2K | 12,344 |
| Poillon Diane | Director | Aug 12 | Open-market buy · P | +1,200 | $73.67 | +$88.4K | 4,128 |
| Burke James Mason | Director | Aug 11 | Open-market sale · S | −1,500 | $73.03 | −$110K | 258,480 |
| McLaughlin Shawn Patrick | Director | Aug 06 | Open-market buy · P | +1,000 | $73.25 | +$73.3K | 71,000 |
| Wilson David | Director | Aug 04 | Open-market buy · P | +34 | $73.69 | +$2.51K | 232 |
| Barnwell Julian Forrest Jr. | Director | Aug 04 | Other Transaction · J | +91,361 | — | — | 91,361 |
| Barnwell Julian Forrest Jr. | Director | Aug 04 | Other Transaction · J | −91,361 | — | — | 0 |
| Geary James P Ii | Director | Aug 03 | Open-market sale · S | +0 | $73.93 | $0 | 12,607 |
| George Georgette R. | Director | Aug 03 | Open-market sale · S | −1,000 | $73.67 | −$73.7K | 38,321 |
| Bonnafe Katherine Diane | Director | Aug 03 | Open-market sale · S | −1,000 | $73.65 | −$73.7K | 8,200 |
| Wilson David | Director | Jul 31 | Gift · G | −100 | — | — | 23,348 |
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