Over the 90-day window ending February 10, 2026, Burke & Herbert Financial Services's three dominant insider ownership positions are held by Director James Mason Burke (268.46K shares), Director Gary L Hinkle (261.45K shares), Director Julian Forrest Jr. Barnwell (112.94K 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 | |
| David P Boyle | Chair & Ceo | 62,980 | 23 Jan, 2026 |
| Samuel Laing Iii Hinson | 61,162 | 27 May, 2025 | |
| Robert S Tissue | Evp And Financial Strategy | 60,605 | 23 Jan, 2026 |
| H Charles Iii Maddy | President | 57,515 | 23 Jan, 2026 |
| Oscar M Bean | 55,794 | 27 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 | |
| Bradford E Ritchie | Evp And Chief Lending Officer | 21,947 | 23 Jan, 2026 |
| James P Ii Geary | 21,555 | 27 May, 2025 | |
| Roy Eugene Halyama | Evp And Chief Financial Officer | 20,053 | 23 Jan, 2026 |
| Edmund Hunt Burke | 13,754 | 04 Mar, 2024 | |
| James M Cookman | 13,484 | 06 May, 2024 | |
| Jason A Kitzmiller | 12,489 | 19 Aug, 2024 | |
| Danyl R Freeman | Chief Human Resources Officer | 9,277 | 23 Jan, 2026 |
| Katherine Diane Bonnafe | 8,200 | 27 May, 2025 | |
| Joseph Hager | Chief Operating Officer | 7,455 | 23 Jan, 2026 |
| Nicholas Iii Carosi | 4,440 | 30 Aug, 2023 | |
| Angela R Zirk | Evp And Chief Experience Officer | 4,323 | 23 Jan, 2026 |
| Kirtan Parikh | Svp And Interim Cao | 4,067 | 18 Mar, 2025 |
| Shannon Barrow Rowan | Evp And Wealth Services | 4,060 | 23 Jan, 2026 |
| Joseph Frye Collum | Executive Vice President | 3,928 | 04 Mar, 2024 |
| J. Scott Bridgeforth | 3,685 | 06 May, 2024 | |
| Jennifer Palmer Schmidt | Evp And Chief Risk Officer | 3,547 | 23 Jan, 2026 |
| Robert Victor Jr. Hintelmann | Chief Credit Officer | 3,500 | 06 Feb, 2026 |
| Jeffrey A. Welch | Evp And Chief Credit Officer | 3,480 | 02 Oct, 2024 |
| Lauren N. Kimlel | Evp And Branch Banking | 3,118 | 23 Jan, 2026 |
| Jill S Upson | 3,112 | 27 May, 2025 | |
| Julie R Markwood | Chief Accounting Officer | 2,646 | 27 Jan, 2025 |
| Patrick Kip Huffman | Svp And Chief Accounting Officer | 1,000 | 06 Feb, 2026 |
| 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 |
|---|---|---|---|---|---|---|---|---|
| 22 Jan, 2026 | H Charles Iii Maddy | Common Stock | A | 5,720 | $0.00 | 40,550 | D | A |
| 22 Jan, 2026 | Robert S Tissue | Common Stock | A | 3,080 | $0.00 | 50,740 | D | A |
| 22 Jan, 2026 | David P Boyle | Common Stock | A | 13,067 | $0.00 | 62,980 | D | A |
| 22 Jan, 2026 | Bradford E Ritchie | Common Stock | A | 2,706 | $0.00 | 21,947 | D | A |
| 22 Jan, 2026 | Danyl R Freeman | Common Stock | A | 704 | $0.00 | 3,153 | D | A |
| 22 Jan, 2026 | Joseph Hager | Common Stock | A | 1,980 | $0.00 | 6,173 | D | A |
| 22 Jan, 2026 | Roy Eugene Halyama | Common Stock | A | 5,984 | $0.00 | 20,053 | D | A |
| 22 Jan, 2026 | Shannon Barrow Rowan | Common Stock | A | 834 | $0.00 | 4,060 | D | A |
| 22 Jan, 2026 | Jennifer Palmer Schmidt | Common Stock | A | 1,074 | $0.00 | 3,547 | D | A |
| 22 Jan, 2026 | Lauren N. Kimlel | Common Stock | A | 990 | $0.00 | 3,118 | D | A |
| 22 Jan, 2026 | Angela R Zirk | Common Stock | A | 488 | $0.00 | 2,412 | D | A |
| 22 Jan, 2026 | Robert Victor Jr. Hintelmann | Common Stock | D | 2,850 | $0.00 | 3,500 | D | J |
| 22 Jan, 2026 | Robert Victor Jr. Hintelmann | Common Stock | A | 2,850 | $0.00 | 6,350 | D | A |
| 22 Jan, 2026 | Patrick Kip Huffman | Common Stock | D | 950 | $0.00 | 1,000 | D | J |
| 22 Jan, 2026 | Patrick Kip Huffman | Common Stock | A | 950 | $0.00 | 1,950 | D | A |
| 19 Jan, 2026 | David P Boyle | Common Stock | A | 3,361 | - | 51,649 | D | M |
| 19 Jan, 2026 | David P Boyle | Common Stock | D | 1,736 | $64.67 | 49,913 | D | F |
| 19 Jan, 2026 | Roy Eugene Halyama | Common Stock | D | 443 | $64.67 | 14,069 | D | F |
| 19 Jan, 2026 | Roy Eugene Halyama | Common Stock | A | 829 | - | 14,512 | D | M |
| 19 Jan, 2026 | Shannon Barrow Rowan | Common Stock | A | 295 | - | 3,331 | D | M |