Burke & Herbert Financial Services's top three insider shareholders as of July 24, 2026 are Julian Forrest Jr. Barnwell (Director, 379.38K shares), James Mason Burke (Director, 258.98K shares), Gary L Hinkle (Director, 250.16K shares).
| Holder | Position | Shares (Direct) | Shares (Indirect) | Report Date |
|---|---|---|---|---|
| Oscar M Bean | - | 44,024 | 0 | 27 May, 2025 |
| James M Cookman | - | 13,484 | 0 | 06 May, 2024 |
| Gary L Hinkle | - | 0 | 250,159 | 15 Sep, 2025 |
| H Charles Iii Maddy | President | 44,629 | 0 | 11 Feb, 2026 |
| Charles Piccirillo | - | 20,320 | 0 | 27 May, 2025 |
| Robert S Tissue | Evp, Financial Strategy | 52,290 | 0 | 19 Feb, 2026 |
| David P Boyle | Chair Ceo | 72,720 | 0 | 19 Feb, 2026 |
| David Wilson | - | 19,958 | 47,427 | 06 May, 2024 |
| Julie R Markwood | Chief Accounting Officer | 0 | 6,981 | 06 May, 2024 |
| James P Ii Geary | - | 17,918 | 0 | 27 May, 2025 |
| Jeffrey A. Welch | Evp, Chief Credit Officer | 3,480 | 0 | 02 Oct, 2024 |
| Georgette R. George | - | 0 | 69,450 | 06 May, 2024 |
| J. Scott Bridgeforth | - | 3,106 | 579 | 06 May, 2024 |
| Jason A Kitzmiller | - | 12,439 | 0 | 19 Aug, 2024 |
| Ronald L Bowling | - | 4,537 | 0 | 06 May, 2024 |
| Danyl R Freeman | Chief Human Resources Officer | 0 | 6,124 | 06 May, 2024 |
| Jill S Upson | - | 3,112 | 0 | 27 May, 2025 |
| Joseph Hager | Chief Operating Officer | 7,493 | 0 | 19 Feb, 2026 |
| Roy Eugene Halyama | Evp, Chief Financial Officer | 23,703 | 0 | 19 Feb, 2026 |
| Kirtan Parikh | Svp, Interim Cao | 4,067 | 0 | 18 Mar, 2025 |
| Jose David Riojas | - | 0 | 19,000 | 05 Jun, 2025 |
| James Mason Burke | - | 0 | 258,980 | 04 Nov, 2024 |
| Mark Guthrie Anderson | - | 27,700 | 0 | 02 Jun, 2025 |
| Shannon Barrow Rowan | Evp, Wealth Services | 5,123 | 0 | 04 Mar, 2026 |
| Shawn Patrick Mclaughlin | - | 67,000 | 0 | 28 Oct, 2025 |
| Joseph Frye Collum | Executive Vice President | 3,928 | 0 | 04 Mar, 2024 |
| Jennifer Palmer Schmidt | Evp, Chief Risk Officer | 4,703 | 0 | 04 Mar, 2026 |
| Edmund Hunt Burke | - | 13,754 | 0 | 04 Mar, 2024 |
| Katherine Diane Bonnafe | - | 8,200 | 0 | 27 May, 2025 |
| Kendrick Cook Smith | Evp, Operations | 185 | 0 | 13 Mar, 2024 |
| Julian Forrest Jr. Barnwell | - | 0 | 379,383 | 13 Mar, 2025 |
| Samuel Laing Iii Hinson | - | 27,560 | 33,602 | 27 May, 2025 |
| Angela R Zirk | Evp, Chief Experience Officer | 3,012 | 0 | 19 Feb, 2026 |
| Robert Victor Jr. Hintelmann | Chief Credit Officer | 5,624 | 0 | 04 Mar, 2026 |
| Patrick Kip Huffman | Svp, Chief Accounting Officer | 1,604 | 0 | 04 Mar, 2026 |
* Please note that the shares above only reflect shares from the fund portfolio and the institutional portfolio. Shares from the personal portfolio are excluded from this Institutional Ownership Page. See these insiders' latest transactions here on Insider Page.
| Transaction Date | Insider Name | Security Class | Transaction Type | Shares Traded | Price | Shares Remaining | Ownership | Code |
|---|---|---|---|---|---|---|---|---|
| 28 Feb, 2026 | Jennifer Palmer Schmidt | Common Stock | A | 231 | $54.03 | 4,703 | D | A |
| 28 Feb, 2026 | Patrick Kip Huffman | Common Stock | A | 109 | $54.03 | 1,604 | D | A |
| 28 Feb, 2026 | Robert Victor Jr. Hintelmann | Common Stock | A | 74 | $54.03 | 5,624 | D | A |
| 28 Feb, 2026 | Shannon Barrow Rowan | Common Stock | A | 63 | $54.03 | 5,123 | D | A |
| 28 Feb, 2026 | Shannon Barrow Rowan | Common Stock | A | 63 | $54.03 | 5,123 | D | A |
| 28 Feb, 2026 | Patrick Kip Huffman | Common Stock | A | 109 | $54.03 | 1,604 | D | A |
| 28 Feb, 2026 | Jennifer Palmer Schmidt | Common Stock | A | 231 | $54.03 | 4,703 | D | A |
| 28 Feb, 2026 | Jennifer Palmer Schmidt | Common Stock | A | 231 | $54.03 | 4,703 | D | A |
| 28 Feb, 2026 | Robert Victor Jr. Hintelmann | Common Stock | A | 74 | $54.03 | 5,624 | D | A |
| 28 Feb, 2026 | Patrick Kip Huffman | Common Stock | A | 109 | $54.03 | 1,604 | D | A |
| 28 Feb, 2026 | Robert Victor Jr. Hintelmann | Common Stock | A | 74 | $54.03 | 5,624 | D | A |
| 28 Feb, 2026 | Shannon Barrow Rowan | Common Stock | A | 63 | $54.03 | 5,123 | D | A |
| 22 Jan, 2026 | Shannon Barrow Rowan | Common Stock | A | 1,000 | $0.00 | 5,060 | D | A |
| 22 Jan, 2026 | Shannon Barrow Rowan | Common Stock | A | 1,000 | $0.00 | 5,060 | D | A |
| 22 Jan, 2026 | Roy Eugene Halyama | Common Stock | A | 3,650 | $0.00 | 23,703 | D | A |
| 22 Jan, 2026 | Jennifer Palmer Schmidt | Common Stock | A | 925 | $0.00 | 4,472 | D | A |
| 22 Jan, 2026 | Robert S Tissue | Common Stock | A | 1,550 | $0.00 | 52,290 | D | A |
| 22 Jan, 2026 | Angela R Zirk | Common Stock | A | 600 | $0.00 | 3,012 | D | A |
| 22 Jan, 2026 | Patrick Kip Huffman | Common Stock | A | 495 | $0.00 | 1,495 | D | A |
| 22 Jan, 2026 | Angela R Zirk | Common Stock | A | 600 | $0.00 | 3,012 | D | A |