Burke & Herbert Financial Services Corp. (BHRB)
Nasdaq: BHRB · National Commercial Banks · Alexandria, VA · filing with the SEC since 2023
Who owns Burke & Herbert Financial Services Corp.
As filed with the SECHolders of 5% or more
0
No Schedule 13D or 13G naming this company is on file.
Directors and officers
30
report now, of 40 people on the record since 2023. Their holdings as a group are not read here.
Institutions as a whole
n/a
The record does not read the share held by managers that file Form 13F, so none is printed and no split of the rest is estimated. What it holds is the 0 named at left.
Holders of 5% or moreshare of the class, as filed
Lehman Kenneth R
SCHEDULE 13G/A · filed Aug 24, 2026 · Common Stock · reported falling below 5%, from 5.85% in May 4, 2026
The Vanguard Group
SCHEDULE 13G/A · filed Mar 26, 2026 · Common Stock · reported falling below 5%, from 5.07% in Jul 29, 2025
What BHRB reports owning in othersstakes of 5% or more, and other ties
Other ties the annual report names
SFG Capital Trust I
An entity · legal entity · owns, named in the 10-K filed Feb 27, 2026
SFG Capital Trust II
An entity · legal entity · owns, named in the 10-K filed Feb 27, 2026
SFG Capital Trust III
An entity · legal entity · owns, named in the 10-K filed Feb 27, 2026
Community Bankers' Bank
An investee · investee · invested in, named in the 10-K filed Feb 27, 2026
Summit Financial Group, Inc
A company bought · acquisition · Jun 2025 · owns, named in the 10-K filed Feb 27, 2026
4 subsidiaries in 1 country, from the list filed with the 10-K filed Mar 17, 2025.
Insider tradesForm 4
8sales
15purchases
0sales on a scheduled plan
5people selling
$800,000sold, in dollars
$1.4Mbought, in dollars
Open-market trades on Form 4 from Oct 30, 2025 to Oct 30, 2026. A scheduled plan is a selling program set in advance under SEC rule 10b5-1. The trades are listed as filed and do not feed the grade.
By calendar yearSoldBought
2026 runs to Oct 30, 2026. Dollars as filed, summed by the transaction date.
People who traded in the window10 of 43 on the roster
| Person | Role as filed | Sales | Sold | On a plan | Buys | Bought |
|---|---|---|---|---|---|---|
| Geary James P II | director | 4 | $500,000 | 0 | 0 | $0 |
| George Georgette R. | director | 1 | $100,000 | 0 | 0 | $0 |
| Burke James Mason | director | 1 | $100,000 | 0 | 0 | $0 |
| Bonnafe Katherine Diane | director | 1 | $100,000 | 0 | 0 | $0 |
| Upson Jill S | director | 1 | $100,000 | 0 | 0 | $0 |
| Wilson David | director | 0 | $0 | 0 | 5 | $0 |
| Mclaughlin Shawn Patrick | director | 0 | $0 | 0 | 4 | $200,000 |
| Barnwell Julian Forrest Jr. | director | 0 | $0 | 0 | 3 | $900,000 |
| Riojas Jose David | director | 0 | $0 | 0 | 2 | $100,000 |
| Poillon Diane | director | 0 | $0 | 0 | 1 | $100,000 |