Burke & Herbert Financial Services Corp

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Burke & Herbert Financial Services Corp
TickerBHRB
CIK #0001964333
CUSIP121331102
SectorFinance - National Commercial Banks
Address100 S Fairfax Street, Alexandria, VA 22314
Source [EDGAR]
CIK Filing 2011 - 2026
[0001964333] 10-K
[0001964333] 10-Q
[0001964333] 3
[0001964333] 4
[0001964333] 5
[0001964333] 8-K
[0001964333] SC 13G
Form 13D/13G Filer Form 13D/13G Subject Filed % Owned
Lehman Kenneth R Burke & Herbert Financial Services Corp [2026-05-04] 0.0
Vanguard Group Inc Burke & Herbert Financial Services Corp [2025-07-29] 0.0
BlackRock Inc Burke & Herbert Financial Services Corp [2024-01-29] 6.4
Form 3/4/5 Filer 2011 - 2026
Burke & Herbert Financial Services Corp
Zirk Angela R
Parikh Kirtan
Maddy H Charles III
Barnwell Julian Forrest Jr
Bonnafe Katherine Diane
Piccirillo Charles
Poillon Diane
Snyder Kristen
George Georgette R
Hinson Samuel Laing III
Burke James Mason
Riojas Jose David
Wilson David
Anderson Mark Guthrie
Geary James P II
McLaughlin Shawn Patrick
Lundblad Carl D
Upson Jill S
Kimlel Lauren N
Huffman Patrick Kip
Tissue Robert S
Rowan Shannon Barrow
Halyama Roy Eugene
Hintelmann Robert Victor Jr
Schmidt Jennifer Palmer
Freeman Danyl R
Boyle David P
Ritchie Bradford E
Hager Joseph
Bean Oscar M
Hinkle Gary L
Markwood Julie R
Welch Jeffrey A
Kitzmiller Jason A
Cookman James M
Bridgeforth J Scott
Bowling Ronald L
Smith Kendrick Cook
Burke Edmund Hunt
Collum Joseph Frye
Carosi Nicholas III
Debeniotis Emily Stavroula
Lubeley Michael David
Insider Transaction (Form 3/4/5) Date Action Shares Price Value ($)
Hintelmann Robert Victor Jr
Common Stock
2026-02-28 Grant 74 $54.03 3,998
Huffman Patrick Kip
Common Stock
2026-02-28 Grant 109 $54.03 5,889
Rowan Shannon Barrow
Common Stock
2026-02-28 Grant 63 $54.03 3,404
Schmidt Jennifer Palmer
Common Stock
2026-02-28 Grant 231 $54.03 12,481
Kimlel Lauren N
Common Stock
2026-02-28 Grant 130 $54.03 7,024
Maddy H Charles III
Common Stock
2026-02-10 Option exercise 15,616 $43.33 676,641
Maddy H Charles III
Common Stock
2026-02-10 Tax withheld 11,537 $69.62 803,206
Maddy H Charles III
Stock Settled Appreciation Rights · derivative
2026-02-10 Option exercise 15,616 $0.00
Tissue Robert S
Common Stock
2026-01-22 Grant 3,080 $0.00
Hager Joseph
Common Stock
2026-01-22 Grant 1,980 $0.00
Rowan Shannon Barrow
Common Stock
2026-01-22 Grant 834 $0.00
Boyle David P
Common Stock
2026-01-22 Grant 9,740 $0.00
Ritchie Bradford E
Common Stock
2026-01-22 Grant 2,706 $0.00
Zirk Angela R
Common Stock
2026-01-22 Grant 488 $0.00
Maddy H Charles III
Common Stock
2026-01-22 Grant 5,720 $0.00
Freeman Danyl R
Common Stock
2026-01-22 Grant 900 $0.00
Zirk Angela R
Common Stock
2026-01-22 Grant 600 $0.00
Ritchie Bradford E
Common Stock
2026-01-22 Grant 1,790 $0.00
Schmidt Jennifer Palmer
Common Stock
2026-01-22 Grant 1,074 $0.00
Hintelmann Robert Victor Jr
Common Stock
2026-01-22 Grant 2,050 $0.00
showing 20 of 200 most recent transactions
13F Ownership Over TimeHoldersShares Held
2026-03-31 163 6,773,495
2025-12-31 154 5,946,628
2025-09-30 148 5,830,703
2025-06-30 136 5,417,954
2025-03-31 137 5,179,722
2024-12-31 120 5,198,831
2024-09-30 109 5,024,307
2024-06-30 105 4,650,370
2024-03-31 56 1,904,355
2023-12-31 57 1,981,913
2023-09-30 52 1,851,380
2023-06-30 53 1,490,375
Form 13F Holdings
Firm Period DFND Voting Shares
Salzhauer Michael [2026-06-30] OTR 0 20,219
Wealth Enhancement Advisory Services LLC [2026-06-30] SOLE 49 12,434
Davenport & Company LLC [2026-06-30] SOLE 7,144 11,998
Lifeguide Financial Advisors LLC [2026-06-30] SOLE 0 7,540
Folger Nolan Fleming Douglas Capital Management Inc [2026-06-30] SOLE 0 7,365
Sequoia Financial Advisors LLC [2026-06-30] SOLE 0 5,664
Graves Light Lenhart Wealth Inc [2026-06-30] SOLE 0 3,218
Stonebridge Financial Group LLC [2026-06-30] SOLE 0 2,818
First United Bank & Trust [2026-06-30] DFND 1,152 1,152
First United Bank & Trust [2026-06-30] SOLE 1,050 1,050
Fortitude Family Office LLC [2026-06-30] SOLE 885 885
Alaska Retirement Management Board [2026-06-30] SOLE 606 606
HHM Wealth Advisors LLC [2026-06-30] SOLE 0 560
City Holding Co [2026-06-30] SOLE 302 302
Versant Capital Management Inc [2026-06-30] SOLE 214 214
IFP Advisors LLC [2026-06-30] SOLE 129 129
Gamma Investing LLC [2026-06-30] DFND 78 78
True Wealth Design LLC [2026-06-30] SOLE 0 23
Farther Finance Advisors LLC [2026-06-30] SOLE 0 1
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