StockCIK 1964333

Burke & Herbert Financial Services Corp. (BHRB): Insider Trades and Fund Holdings

In the past 12 months, Burke & Herbert Financial Services Corp. insiders reported 3 open-market purchases worth $98K and 1 sale worth $229K; 0 of the sales were reported as made under a 10b5-1 trading plan.

3Insider buys, 12 months

$98KBought by insiders, 12 months

$229KSold by insiders, 12 months

1Tracked funds holding

Recent insider trades

Open-market purchases (code P) and sales (code S) from Form 4. Grants, option exercises and gifts are not shown. Latest filing: Oct 27, 2026.

Recent BHRB insider trades
Filed	Traded	Insider	Role	Type	Shares	Price ($)	Value	Holding	Filing
Oct 27	Oct 27	David WilsonDirector	Director (ind.)	▲ BUY	104	69.94	$7K	New	Form 4 ↗
Aug 20	Aug 20	David WilsonDirector	Director (ind.)	▲ BUY	35	70.57	$2K	+8.8%	Form 4 ↗
Aug 18	Aug 14	James P. Geary IIDirector	Director (ind.)	▼ SELL	3,150	72.83	$229K	−25%	Form 4 ↗
Aug 14	Aug 12	Diane PoillonDirector	Director	▲ BUY	1,200	73.67	$88K	+41%	Form 4 ↗

Source: SEC Form 4 filings, retrieved Oct 28, 2026. How we read filings

Insiders who traded in the past year

Insider	Role	Buys	Bought	Sells	Sold	Latest
David Wilson	Director	2	$10K	0	$0	Oct 27, 2026
James P. Geary II	Director	0	$0	1	$229K	Aug 18, 2026
Diane Poillon	Director	1	$88K	0	$0	Aug 14, 2026

Tracked funds that report BHRB

From each fund's latest 13F. Holdings are as of quarter end and are filed up to 45 days later.

Fund	Quarter	Shares	Value	% of portfolio	Change
Renaissance Technologies	Q2 2026	20,965	$1.51M	0.00%	▲ New

Source: SEC Form 13F-HR filings, retrieved Oct 28, 2026. How we read filings

Reading these numbers

Insiders sell for many reasons: taxes, diversification, a house. Purchases with their own money are rarer and are usually read as more informative. A Form 4 is due within two business days of the trade. How to read a Form 4 →