Burke & Herbert Financial Services BHRB Insider Ownership

NASDAQ BHRB
$68.46 -0.14 (-0.20%)
As of: Oct 1, 2026 · 12:10 PM EDT

Insider Holdings by Owner

1.24Mn Shares

Insider Ownership Statistics

as of 30 Sep, 2026
Insider Ownership
10.67%
▲+0.373% pp QoQ
Shares Held by Insiders
1.96Mn
filed for Sep 2026
▲+3.62% QoQ
Shares Outstanding
18.42Mn
18,416,204 shares
Direct Holdings
713.24K
Indirect: 1.25Mn
Net Shares Traded (QoQ)
+68.62K
net buying in Sep 2026
Insiders Holding Shares
41
with Form 4 holdings on file

Shares Owned by Insiders

Shares held % of outstanding
Latest —
Average ownership —
Peak ownership —

Shares Purchased/Sold by Insiders

Bought Sold
Latest quarter —
Net over range —
Buying quarters —

Insider Ownership Summary

Quarter ending 30 Sep, 2026

As of September 29, 2026, Burke & Herbert Financial Services's top three insider holders are James Mason Burke (Director, 258.48K shares), Gary L Hinkle (Director, 250.16K shares), Julian Forrest Jr. Barnwell (Director, 208.94K shares).

Form 4 Holdings

Insiders Holding BHRB

Insiders 41
Shares held 1.24Mn
Of outstanding 6.75%
# Insider Position Direct Indirect Total Share of Insiders Last Filed
1 James Mason Burke Director 0 258,480 258,480 20.8% 12 Aug, 2026
2 Gary L Hinkle Director 0 250,159 250,159 20.1% 15 Sep, 2025
3 Julian Forrest Jr. Barnwell Director 0 91,361 91,361 7.3% 04 Aug, 2026
4 Shawn Patrick Mclaughlin Director 71,000 0 71,000 5.7% 06 Aug, 2026
5 David P Boyle Chair Ceo 65,184 0 65,184 5.2% 29 Jul, 2026
6 Robert S Tissue Evp, Balance Sheet Strategy 58,064 0 58,064 4.7% 03 Aug, 2026
7 H Charles Iii Maddy President 50,845 0 50,845 4.1% 12 Aug, 2026
8 Georgette R. George Director 0 48,179 48,179 3.9% 21 Aug, 2026
9 Oscar M Bean Director 44,024 0 44,024 3.5% 27 May, 2025
10 Mark Guthrie Anderson Director 28,700 0 28,700 2.3% 22 Jun, 2026
11 Samuel Laing Iii Hinson Director 28,560 0 28,560 2.3% 22 Jun, 2026
12 Carl D Lundblad Evp, Chief Operating Officer 26,672 0 26,672 2.1% 05 Jun, 2026
13 Bradford E Ritchie Evp, Chief Lending Officer 23,605 0 23,605 1.9% 20 Jul, 2026
14 Charles Piccirillo Director 21,330 0 21,330 1.7% 22 Jun, 2026
15 Roy Eugene Halyama Evp, Chief Financial Officer 21,054 0 21,054 1.7% 04 May, 2026
16 Edmund Hunt Burke Director 13,754 0 13,754 1.1% 04 Mar, 2024
17 James M Cookman Other 13,484 0 13,484 1.1% 06 May, 2024
18 Jose David Riojas Director 12,500 0 12,500 1.0% 22 Jun, 2026
19 Jason A Kitzmiller Director 12,439 50 12,489 1.0% 19 Aug, 2024
20 James P Ii Geary Director 0 9,457 9,457 0.8% 18 Aug, 2026
21 Kristen Snyder Director 9,418 0 9,418 0.8% 22 Jun, 2026
22 Robert Victor Jr. Hintelmann Chief Credit Officer 8,550 0 8,550 0.7% 29 Sep, 2026
23 Katherine Diane Bonnafe Director 8,200 0 8,200 0.7% 05 Aug, 2026
24 Joseph Hager Chief Operating Officer 7,493 0 7,493 0.6% 19 Feb, 2026
25 Kirtan Parikh Evp, Chief Financial Officer 6,979 0 6,979 0.6% 29 Sep, 2026
26 Shannon Barrow Rowan Evp, Wealth Services 4,975 0 4,975 0.4% 29 Sep, 2026
27 Danyl R Freeman Chief Human Resources Officer 4,684 0 4,684 0.4% 12 Aug, 2026
28 Jennifer Palmer Schmidt Evp, Chief Risk Officer 4,592 0 4,592 0.4% 29 Sep, 2026
29 Ronald L Bowling Other 4,547 0 4,547 0.4% 06 May, 2024
30 Nicholas Iii Carosi Director 4,440 0 4,440 0.4% 30 Aug, 2023
31 Diane Poillon Director 4,128 0 4,128 0.3% 14 Aug, 2026
32 Joseph Frye Collum Executive Vice President 3,928 0 3,928 0.3% 04 Mar, 2024
33 Lauren N. Kimlel Evp, Retail Banking 3,713 0 3,713 0.3% 29 Sep, 2026
34 J. Scott Bridgeforth Other 3,106 579 3,685 0.3% 06 May, 2024
35 Jeffrey A. Welch Evp, Chief Credit Officer 3,480 0 3,480 0.3% 02 Oct, 2024
36 Angela R Zirk Evp, Chief Experience Officer 3,287 0 3,287 0.3% 02 Jul, 2026
37 Patrick Kip Huffman Svp, Chief Accounting Officer 2,665 0 2,665 0.2% 29 Sep, 2026
38 Julie R Markwood Chief Accounting Officer 2,519 0 2,519 0.2% 27 Jan, 2025
39 Jill S Upson Director 2,000 0 2,000 0.2% 21 May, 2026
40 David Wilson Director 0 667 667 0.1% 20 Aug, 2026
41 Kendrick Cook Smith Evp, Operations 185 0 185 0.0% 13 Mar, 2024

Each row is that insider’s most recently reported position, from Form 4 filings over the last 60 months — which is why this total does not tie to the quarterly series above, where a quarter counts only the insiders who filed in it. Shares held through a fund or institutional portfolio are counted on the institutional ownership page instead.

Form 4 Filings

494 Insider Transactions

Source SEC Form 4
Latest quarter Sep 2026
Download Data
Date Insider Position Transaction Shares Price Value Shares Held After Ownership
31 Aug, 2026 Robert Victor Jr. Hintelmann Chief Credit Officer Acquired A 76 $54.77 $4.16K 8,550 Direct
31 Aug, 2026 Kirtan Parikh Evp, Chief Financial Officer Acquired A 126 $54.77 $6.90K 6,979 Direct
31 Aug, 2026 Patrick Kip Huffman Svp, Chief Accounting Officer Acquired A 111 $54.77 $6.08K 2,665 Direct
31 Aug, 2026 Lauren N. Kimlel Evp, Retail Banking Acquired A 134 $54.77 $7.34K 3,713 Direct
31 Aug, 2026 Jennifer Palmer Schmidt Evp, Chief Risk Officer Acquired A 160 $54.77 $8.76K 4,592 Direct
31 Aug, 2026 Shannon Barrow Rowan Evp, Wealth Services Acquired A 63 $54.77 $3.45K 4,975 Direct
21 Aug, 2026 Georgette R. George Director Acquired W 9,858 $0.00 $0 9,858 Indirect
20 Aug, 2026 David Wilson Director Acquired P 35 $70.57 $2.47K 435 Indirect
14 Aug, 2026 James P Ii Geary Director Disposed S 263 $72.91 $19.18K 12,344 Indirect
14 Aug, 2026 James P Ii Geary Director Disposed S 2,887 $72.82 $210.23K 9,457 Indirect
12 Aug, 2026 Diane Poillon Director Acquired P 1,200 $73.67 $88.40K 4,128 Direct
29 Jun, 2026 H Charles Iii Maddy President Disposed F 18,521 $71.34 $1.32Mn 50,845 Direct
29 Jul, 2026 Danyl R Freeman Chief Human Resources Officer Disposed F 2,003 $74.08 $148.38K 4,684 Direct
25 Jun, 2026 H Charles Iii Maddy President Disposed F 12,545 $67.85 $851.18K 46,477 Direct
11 Aug, 2026 James Mason Burke Director Disposed S 1,500 $73.03 $109.54K 258,480 Indirect
06 Aug, 2026 Shawn Patrick Mclaughlin Director Acquired P 1,000 $73.25 $73.25K 71,000 Direct
03 Aug, 2026 James P Ii Geary Director Disposed S 3,150 $73.93 $232.88K 9,457 Indirect
03 Aug, 2026 Katherine Diane Bonnafe Director Disposed S 1,000 $73.65 $73.65K 8,200 Direct
03 Aug, 2026 Georgette R. George Director Disposed S 1,000 $73.67 $73.67K 38,321 Indirect
31 Jul, 2026 David Wilson Director Acquired P 100 $73.68 $7.37K 23,448 Direct