Based on data from the past 90 days ending December 31, 2025, Burke & Herbert Financial Services's three largest insider shareholders are Director Shawn Patrick Mclaughlin (68.00K shares), Director Mark Guthrie Anderson (27.70K shares), Chief Credit Officer Robert Victor Jr. Hintelmann (3.50K shares).
| Holder | Position | Shares | Report Date |
|---|---|---|---|
| James Mason Burke | 268,460 | 27 May, 2025 | |
| Gary L Hinkle | 261,447 | 27 May, 2025 | |
| Julian Forrest Jr. Barnwell | 112,941 | 27 May, 2025 | |
| Shawn Patrick Mclaughlin | 68,000 | 28 Oct, 2025 | |
| Samuel Laing Iii Hinson | 61,162 | 27 May, 2025 | |
| Robert S Tissue | Evp And Financial Strategy | 57,525 | 06 May, 2025 |
| Oscar M Bean | 55,794 | 27 May, 2025 | |
| H Charles Iii Maddy | President | 51,795 | 06 May, 2025 |
| David P Boyle | Chair & Ceo | 48,288 | 06 May, 2025 |
| Georgette R. George | 31,667 | 27 May, 2025 | |
| Jose David Riojas | 30,200 | 27 May, 2025 | |
| Mark Guthrie Anderson | 27,700 | 02 Jun, 2025 | |
| David Wilson | 25,359 | 06 May, 2024 | |
| Charles Piccirillo | 25,168 | 27 May, 2025 | |
| James P Ii Geary | 21,555 | 27 May, 2025 | |
| Bradford E Ritchie | Evp And Chief Lending Officer | 19,241 | 06 May, 2025 |
| Edmund Hunt Burke | 13,754 | 04 Mar, 2024 | |
| Roy Eugene Halyama | Evp And Chief Financial Officer | 13,683 | 06 May, 2025 |
| James M Cookman | 13,484 | 06 May, 2024 | |
| Jason A Kitzmiller | 12,489 | 19 Aug, 2024 | |
| Danyl R Freeman | Chief Human Resources Officer | 8,573 | 06 May, 2025 |
| Katherine Diane Bonnafe | 8,200 | 27 May, 2025 | |
| Joseph Hager | Chief Operating Officer | 5,475 | 06 May, 2025 |
| Nicholas Iii Carosi | 4,440 | 30 Aug, 2023 | |
| Kirtan Parikh | Svp And Interim Cao | 4,067 | 18 Mar, 2025 |
| Joseph Frye Collum | Executive Vice President | 3,928 | 04 Mar, 2024 |
| Angela R Zirk | Evp And Chief Experience Officer | 3,835 | 06 May, 2025 |
| J. Scott Bridgeforth | 3,685 | 06 May, 2024 | |
| Robert Victor Jr. Hintelmann | Chief Credit Officer | 3,500 | 17 Mar, 2025 |
| Jeffrey A. Welch | Evp And Chief Credit Officer | 3,480 | 02 Oct, 2024 |
| Jill S Upson | 3,112 | 27 May, 2025 | |
| Shannon Barrow Rowan | Evp And Wealth Services | 3,036 | 11 Sep, 2025 |
| Julie R Markwood | Chief Accounting Officer | 2,646 | 27 Jan, 2025 |
| Jennifer Palmer Schmidt | Evp And Chief Risk Officer | 2,473 | 11 Sep, 2025 |
| Lauren N. Kimlel | Evp And Branch Banking | 2,128 | 11 Sep, 2025 |
| Patrick Kip Huffman | Svp And Chief Accounting Officer | 1,000 | 24 Apr, 2025 |
| Kendrick Cook Smith | Evp And Operations | 185 | 13 Mar, 2024 |
| Ronald L Bowling | 10 | 06 May, 2024 |
* 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 Oct, 2025 | Shawn Patrick Mclaughlin | Common Stock | A | 1,000 | $61.00 | 67,000 | D | P |
| 15 Sep, 2025 | Gary L Hinkle | Common Stock | A | 100 | $61.50 | 248,559 | I | P |
| 15 Sep, 2025 | Gary L Hinkle | - | - | 248,559 | I | |||
| 15 Sep, 2025 | Gary L Hinkle | - | - | 250,159 | I | |||
| 15 Sep, 2025 | Gary L Hinkle | Common Stock | A | 1,600 | $61.70 | 250,159 | I | P |
| 31 Aug, 2025 | Lauren N. Kimlel | Common Stock | A | 132 | $53.01 | 2,128 | D | A |
| 31 Aug, 2025 | Shannon Barrow Rowan | - | - | 3,036 | D | |||
| 31 Aug, 2025 | Shannon Barrow Rowan | Common Stock | A | 63 | $53.01 | 3,036 | D | A |
| 31 Aug, 2025 | Jennifer Palmer Schmidt | Common Stock | A | 160 | $53.01 | 2,473 | D | A |
| 05 Jun, 2025 | Jose David Riojas | Common Stock | A | 500 | $55.85 | 19,000 | I | P |
| 02 Jun, 2025 | Mark Guthrie Anderson | Common Stock | A | 500 | $56.62 | 26,200 | D | P |
| 02 Jun, 2025 | Mark Guthrie Anderson | Common Stock | A | 1,500 | $56.32 | 27,700 | D | P |
| 02 Jun, 2025 | Mark Guthrie Anderson | - | - | 27,700 | D | |||
| 29 May, 2025 | Shawn Patrick Mclaughlin | Common Stock | A | 1,000 | $56.25 | 66,000 | D | P |
| 23 May, 2025 | Charles Piccirillo | Common Stock | A | 1,000 | $0.00 | 20,320 | D | A |
| 23 May, 2025 | James Mason Burke | Common Stock | A | 1,000 | $0.00 | 9,480 | D | A |
| 23 May, 2025 | Gary L Hinkle | - | - | 11,288 | D | |||
| 23 May, 2025 | Mark Guthrie Anderson | Common Stock | A | 1,000 | $0.00 | 25,700 | D | A |
| 23 May, 2025 | Jose David Riojas | Common Stock | A | 1,000 | $0.00 | 11,200 | D | A |
| 23 May, 2025 | Shawn Patrick Mclaughlin | Common Stock | A | 1,000 | $0.00 | 65,000 | D | A |