As of September 09, 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), Gary L Hinkle (Director, 250.16K shares).
| # | Insider | Position | Direct | Indirect | Total | Share of Insiders | Last Filed |
|---|---|---|---|---|---|---|---|
| 1 | James Mason Burke | Director | 0 | 258,480 | 258,480 | 21.5% | 12 Aug, 2026 |
| 2 | Gary L Hinkle | Director | 0 | 250,159 | 250,159 | 20.8% | 15 Sep, 2025 |
| 3 | Julian Forrest Jr. Barnwell | Director | 0 | 91,361 | 91,361 | 7.6% | 04 Aug, 2026 |
| 4 | Shawn Patrick Mclaughlin | Director | 71,000 | 0 | 71,000 | 5.9% | 06 Aug, 2026 |
| 5 | David P Boyle | Chair Ceo | 65,184 | 0 | 65,184 | 5.4% | 29 Jul, 2026 |
| 6 | Robert S Tissue | Evp, Balance Sheet Strategy | 58,064 | 0 | 58,064 | 4.8% | 03 Aug, 2026 |
| 7 | H Charles Iii Maddy | President | 50,845 | 0 | 50,845 | 4.2% | 12 Aug, 2026 |
| 8 | Oscar M Bean | Director | 44,024 | 0 | 44,024 | 3.7% | 27 May, 2025 |
| 9 | Mark Guthrie Anderson | Director | 28,700 | 0 | 28,700 | 2.4% | 22 Jun, 2026 |
| 10 | Samuel Laing Iii Hinson | Director | 28,560 | 0 | 28,560 | 2.4% | 22 Jun, 2026 |
| 11 | Carl D Lundblad | Evp, Chief Operating Officer | 26,672 | 0 | 26,672 | 2.2% | 05 Jun, 2026 |
| 12 | Bradford E Ritchie | Evp, Chief Lending Officer | 23,605 | 0 | 23,605 | 2.0% | 20 Jul, 2026 |
| 13 | Charles Piccirillo | Director | 21,330 | 0 | 21,330 | 1.8% | 22 Jun, 2026 |
| 14 | Roy Eugene Halyama | Evp, Chief Financial Officer | 21,054 | 0 | 21,054 | 1.8% | 04 May, 2026 |
| 15 | Edmund Hunt Burke | Director | 13,754 | 0 | 13,754 | 1.1% | 04 Mar, 2024 |
| 16 | James M Cookman | Other | 13,484 | 0 | 13,484 | 1.1% | 06 May, 2024 |
| 17 | Jose David Riojas | Director | 12,500 | 0 | 12,500 | 1.0% | 22 Jun, 2026 |
| 18 | Jason A Kitzmiller | Director | 12,439 | 50 | 12,489 | 1.0% | 19 Aug, 2024 |
| 19 | Georgette R. George | Director | 0 | 9,858 | 9,858 | 0.8% | 21 Aug, 2026 |
| 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 | 8,474 | 0 | 8,474 | 0.7% | 04 May, 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 | Shannon Barrow Rowan | Evp, Wealth Services | 4,912 | 0 | 4,912 | 0.4% | 04 May, 2026 |
| 26 | Danyl R Freeman | Chief Human Resources Officer | 4,684 | 0 | 4,684 | 0.4% | 12 Aug, 2026 |
| 27 | Ronald L Bowling | Other | 4,547 | 0 | 4,547 | 0.4% | 06 May, 2024 |
| 28 | Nicholas Iii Carosi | Director | 4,440 | 0 | 4,440 | 0.4% | 30 Aug, 2023 |
| 29 | Jennifer Palmer Schmidt | Evp, Chief Risk Officer | 4,432 | 0 | 4,432 | 0.4% | 04 May, 2026 |
| 30 | Diane Poillon | Director | 4,128 | 0 | 4,128 | 0.3% | 14 Aug, 2026 |
| 31 | Kirtan Parikh | Svp, Interim Cao | 4,067 | 0 | 4,067 | 0.3% | 18 Mar, 2025 |
| 32 | Joseph Frye Collum | Executive Vice President | 3,928 | 0 | 3,928 | 0.3% | 04 Mar, 2024 |
| 33 | J. Scott Bridgeforth | Other | 3,106 | 579 | 3,685 | 0.3% | 06 May, 2024 |
| 34 | Lauren N. Kimlel | Evp, Branch Banking | 3,579 | 0 | 3,579 | 0.3% | 04 May, 2026 |
| 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 | 2,554 | 0 | 2,554 | 0.2% | 04 May, 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 | 435 | 435 | 0.0% | 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.
| Date | Insider | Position | Transaction | Shares | Price | Value | Shares Held After | Ownership |
|---|---|---|---|---|---|---|---|---|
| 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 |
| 11 Aug, 2026 | James Mason Burke | Director | Disposed S | 1,500 | $73.03 | $109.54K | 258,480 | Indirect |
| 29 Jul, 2026 | Danyl R Freeman | Chief Human Resources Officer | Disposed F | 2,003 | $74.08 | $148.38K | 4,684 | Direct |
| 29 Jun, 2026 | H Charles Iii Maddy | President | Disposed F | 18,521 | $71.34 | $1.32Mn | 50,845 | Direct |
| 25 Jun, 2026 | H Charles Iii Maddy | President | Disposed F | 12,545 | $67.85 | $851.18K | 46,477 | Direct |
| 06 Aug, 2026 | Shawn Patrick Mclaughlin | Director | Acquired P | 1,000 | $73.25 | $73.25K | 71,000 | Direct |
| 03 Aug, 2026 | Katherine Diane Bonnafe | Director | Disposed S | 1,000 | $73.65 | $73.65K | 8,200 | Direct |
| 03 Aug, 2026 | James P Ii Geary | Director | Disposed S | 3,150 | $73.93 | $232.88K | 9,457 | Indirect |
| 04 Aug, 2026 | Julian Forrest Jr. Barnwell | Director | Disposed J | 91,361 | $0.00 | $0 | 0 | Indirect |
| 03 Aug, 2026 | Georgette R. George | Director | Disposed S | 1,000 | $73.67 | $73.67K | 38,321 | Indirect |
| 04 Aug, 2026 | David Wilson | Director | Acquired P | 34 | $73.69 | $2.51K | 232 | Indirect |
| 31 Jul, 2026 | David Wilson | Director | Acquired P | 100 | $73.68 | $7.37K | 23,448 | Direct |
| 04 Aug, 2026 | Julian Forrest Jr. Barnwell | Director | Acquired J | 91,361 | $0.00 | $0 | 91,361 | Indirect |
| 31 Jul, 2026 | David Wilson | Director | Disposed G | 100 | $0.00 | $0 | 23,348 | Direct |
| 30 Jul, 2026 | Robert S Tissue | Evp, Balance Sheet Strategy | Acquired M | 8,684 | $43.33 | $376.28K | 62,542 | Direct |
| 30 Jul, 2026 | Robert S Tissue | Evp, Balance Sheet Strategy | Acquired M | 8,436 | $52.29 | $441.12K | 70,978 | Direct |