BHRB insider buying and SEC filings, explained
Burke & Herbert Financial Services Corp. · CIK 1964333
Tracked: Forms 3/4/5, 8-K, NT · All filings on sec.gov
Insider activity in the last 12 months
Bought
$1.0M
Insiders who bought
4
Sold (not marked 10b5-1)
$557K
Planned sales (10b5-1)
$0
Insider purchases and sales, last 12 months
| Traded | Type | What was filed | Source |
|---|---|---|---|
| Oct 29, 2026 | Purchase (code P) | Shawn Patrick McLaughlin (Director) bought 500 shares at $71.00 ($36K), reported as a purchase (code P). Holdings up 1% to 71,500 shares. Not marked as a 10b5-1 plan trade. | SEC filing Filed Oct 30, 2026, 11:32 AM ET |
| Oct 27, 2026 | Purchase (code P) | David Wilson (Director) bought 104 shares indirectly (by child) at about $69.94 ($7K), reported as a purchase (code P). New position of 69 shares. Not marked as a 10b5-1 plan trade. | SEC filing Filed Oct 27, 2026, 4:25 PM ET |
| Aug 20, 2026 | Purchase (code P) | David Wilson (Director) bought 35 shares indirectly (by child) at $70.57 ($2K), reported as a purchase (code P). Holdings by child up 9% to 435 shares. Not marked as a 10b5-1 plan trade. | SEC filing Filed Aug 20, 2026 |
| Aug 14, 2026 | Sale | James P Geary II (Director) sold 3,150 shares indirectly (by trust) at about $72.83 ($229K). Holdings by trust down 25% to 9,457 shares. Not marked as a 10b5-1 plan trade. | SEC filing Filed Aug 18, 2026 |
| Aug 3, 2026 | Sale Amended filing | James P Geary II (Director) sold 0 shares indirectly (by trust); the filing does not report a price. Holdings by trust up <1% to 12,607 shares. Not marked as a 10b5-1 plan trade. This amends a filing from Aug 5. | SEC filing Filed Aug 18, 2026 |
| Aug 12, 2026 | Purchase (code P) | Diane Poillon (Director) bought 1,200 shares at $73.67 ($88K), reported as a purchase (code P). Holdings up 41% to 4,128 shares. Not marked as a 10b5-1 plan trade. | SEC filing Filed Aug 14, 2026 |
| Aug 11, 2026 | Sale | James Mason Burke (Director) sold 1,500 shares indirectly (by trust) at $73.03 ($110K). Holdings by trust down 1% to 258,480 shares. Not marked as a 10b5-1 plan trade. | SEC filing Filed Aug 12, 2026 |
| Aug 6, 2026 | Purchase (code P) | Shawn Patrick McLaughlin (Director) bought 1,000 shares at $73.25 ($73K), reported as a purchase (code P). Holdings up 1% to 71,000 shares. Not marked as a 10b5-1 plan trade. | SEC filing Filed Aug 6, 2026 |
| Aug 3, 2026 | Sale | Katherine Diane Bonnafe (Director) sold 1,000 shares at $73.65 ($74K). Holdings down 11% to 8,200 shares. Not marked as a 10b5-1 plan trade. | SEC filing Filed Aug 5, 2026 |
| Aug 4, 2026 | Purchase (code P) | David Wilson (Director) bought 34 shares indirectly (by child) at $73.69 ($3K), reported as a purchase (code P). Holdings by child up 17% to 232 shares. Not marked as a 10b5-1 plan trade. | SEC filing Filed Aug 4, 2026 |
| Aug 3, 2026 | Sale | Georgette R. George (Director) sold 1,000 shares indirectly (by trust) at $73.67 ($74K). Holdings by trust down 3% to 38,321 shares. Not marked as a 10b5-1 plan trade. | SEC filing Filed Aug 4, 2026 |
| Jul 31, 2026 | Purchase (code P) | David Wilson (Director) bought 100 shares at $73.68 ($7K), reported as a purchase (code P). Holdings up <1% to 23,448 shares. Not marked as a 10b5-1 plan trade. | SEC filing Filed Aug 4, 2026 |
| Jun 3, 2026 | Purchase (code P) | Julian Forrest Barnwell Jr. (Director) bought 5,000 shares at $62.76 ($314K), reported as a purchase (code P). Holdings up 23% to 26,580 shares. Not marked as a 10b5-1 plan trade. | SEC filing Filed Jun 5, 2026 |
| May 20, 2026 | Sale | Jill S Upson (Director) sold 1,112 shares at $63.31 ($70K). Holdings down 36% to 2,000 shares. Not marked as a 10b5-1 plan trade. | SEC filing Filed May 21, 2026 |
| May 12, 2026 | Purchase (code P) | Jose David Riojas (Director) bought 1,300 shares directly and indirectly (by trust) at $62.00 ($81K), reported as a purchase (code P). Direct holdings up 3% to 11,500 shares. Not marked as a 10b5-1 plan trade. | SEC filing Filed May 12, 2026 |
| May 11, 2026 | Purchase (code P) Amended filing | Julian Forrest Barnwell Jr. (Director) bought 5,000 shares indirectly (by trust) at $63.05 ($315K), reported as a purchase (code P). Holdings by trust up 2% to 208,939 shares. Not marked as a 10b5-1 plan trade. This amends a filing from May 12. | SEC filing Filed May 12, 2026 |
| Apr 29, 2026 | Purchase (code P) | Shawn Patrick McLaughlin (Director) bought 1,000 shares at about $63.55 ($64K), reported as a purchase (code P). Holdings up 1% to 69,000 shares. Not marked as a 10b5-1 plan trade. | SEC filing Filed Apr 29, 2026 |
| Apr 28, 2026 | Purchase (code P) | Shawn Patrick McLaughlin (Director) bought 1,000 shares at $64.80 ($65K), reported as a purchase (code P). Holdings up 1% to 68,000 shares. Not marked as a 10b5-1 plan trade. | SEC filing Filed Apr 28, 2026 |
84 routine transactions (such as grants, option exercises or tax withholding) are not listed.
Cluster buys
2 insiders bought in 30 days
$162K in purchases since Aug 6, 2026 · Purchases traded Aug 6, 2026 to Aug 12, 2026 · Closed
| Insider | Value | Traded | Source |
|---|---|---|---|
| Shawn Patrick McLaughlin (Director) | $73K | Aug 6, 2026 | SEC filing |
| Diane Poillon (Director) | $88K | Aug 12, 2026 | SEC filing |
3 insiders bought in 30 days
$838K in purchases since Apr 28, 2026 · Purchases traded Apr 28, 2026 to Jun 3, 2026 · Closed
| Insider | Value | Traded | Source |
|---|---|---|---|
| Shawn Patrick McLaughlin (Director) | $65K | Apr 28, 2026 | SEC filing |
| Shawn Patrick McLaughlin (Director) | $64K | Apr 29, 2026 | SEC filing |
| Julian Forrest Barnwell Jr. (Director) | $315K | May 11, 2026 | SEC filing |
| Jose David Riojas (Director) | $81K | May 12, 2026 | SEC filing |
| Julian Forrest Barnwell Jr. (Director) | $314K | Jun 3, 2026 | SEC filing |
Red flags
No red flags in the last 12 months.
Key events
No key events in the last 12 months.
8-K filings, last 12 months
No 8-K filings in the last 12 months.
Red flags are objective triggers only: the item or form filed, never an opinion.
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