Burke & Herbert Financial Services Corp.
BHRBFigures shown here come from public SEC filings. Dates beside each section show the available history.
How Burke & Herbert Financial Services Corp. Makes Money
No flow chart is shown because the available revenue and expense lines do not reconcile exactly. The reported financial history below remains available.
Financial Summary
Choose a year or quarter, compare it with the same period a year earlier, and open any row for its full filing history.
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SEC filings supply these figures; updates after the dates shown are not included. This page includes 5 annual periods. The latest annual period ends Dec 31, 2025. The latest insider filing shown is dated Jun 30, 2026.
Ownership
Who holds the shares, as reported in SEC ownership filings.
Independent insiders buying near the same time
- 2025-05-29–2025-06-05: 4 event(s) across 3 owner(s) — A cluster counts independent reporting owners that reported purchases within a set time. Co-filers and declared affiliates count once, and duplicate reports of the same event count once. ( filing , filing , filing , filing )
- 2025-05-23–2025-05-29: 2 event(s) across 2 owner(s) — A cluster counts independent reporting owners that reported purchases within a set time. Co-filers and declared affiliates count once, and duplicate reports of the same event count once. ( filing , filing )
- 2025-05-19–2025-05-23: 2 event(s) across 2 owner(s) — A cluster counts independent reporting owners that reported purchases within a set time. Co-filers and declared affiliates count once, and duplicate reports of the same event count once. ( filing , filing )
- 2025-04-30–2025-05-07: 2 event(s) across 2 owner(s) — A cluster counts independent reporting owners that reported purchases within a set time. Co-filers and declared affiliates count once, and duplicate reports of the same event count once. ( filing , filing )
- 2025-04-29–2025-04-30: 4 event(s) across 4 owner(s) — A cluster counts independent reporting owners that reported purchases within a set time. Co-filers and declared affiliates count once, and duplicate reports of the same event count once. ( filing , filing , filing , filing )
- 2025-03-10–2025-03-17: 5 event(s) across 3 owner(s) — A cluster counts independent reporting owners that reported purchases within a set time. Co-filers and declared affiliates count once, and duplicate reports of the same event count once. ( filing , filing , filing , filing , filing )
- 2025-03-06–2025-03-13: 7 event(s) across 2 owner(s) — A cluster counts independent reporting owners that reported purchases within a set time. Co-filers and declared affiliates count once, and duplicate reports of the same event count once. ( filing , filing , filing , filing , filing , filing , filing )
- 2025-03-04–2025-03-11: 9 event(s) across 2 owner(s) — A cluster counts independent reporting owners that reported purchases within a set time. Co-filers and declared affiliates count once, and duplicate reports of the same event count once. ( filing , filing , filing , filing , filing , filing , filing , filing , filing )
- 2025-02-21–2025-02-26: 5 event(s) across 2 owner(s) — A cluster counts independent reporting owners that reported purchases within a set time. Co-filers and declared affiliates count once, and duplicate reports of the same event count once. ( filing , filing , filing , filing , filing )
- 2025-02-10–2025-02-13: 2 event(s) across 2 owner(s) — A cluster counts independent reporting owners that reported purchases within a set time. Co-filers and declared affiliates count once, and duplicate reports of the same event count once. ( filing , filing )
- 2025-01-29–2025-02-05: 4 event(s) across 2 owner(s) — A cluster counts independent reporting owners that reported purchases within a set time. Co-filers and declared affiliates count once, and duplicate reports of the same event count once. ( filing , filing , filing , filing )
- 2024-12-09–2024-12-13: 4 event(s) across 3 owner(s) — A cluster counts independent reporting owners that reported purchases within a set time. Co-filers and declared affiliates count once, and duplicate reports of the same event count once. ( filing , filing , filing , filing )
Purchases & sales (open market or private)
| Security | Code | Price | Filing | |||
|---|---|---|---|---|---|---|
| 2026-06-03 | Barnwell Julian Forrest Jr. · Director | Common Stock | P — Open market or private purchase | +5,000 | 62.76 | SEC filing |
| 2026-05-20 | Upson Jill S · Director | Common Stock | S — Open market or private sale | −1,112 | 63.31 | SEC filing |
| 2026-05-12 | Riojas Jose David · Director | Common Stock | P — Open market or private purchase | +1,000 | 62.00 | SEC filing |
| 2026-05-12 | Riojas Jose David · Director | Common Stock | P — Open market or private purchase | +300 | 62.00 | SEC filing |
| 2026-05-11 (amended) | Barnwell Julian Forrest Jr. · Director | Common Stock | P — Open market or private purchase | +5,000 | 63.05 | SEC filing |
| 2026-04-29 | McLaughlin Shawn Patrick · Director | Common Stock | P — Open market or private purchase | +1,000 | 63.55 | SEC filing |
| 2026-04-28 | McLaughlin Shawn Patrick · Director | Common Stock | P — Open market or private purchase | +1,000 | 64.80 | SEC filing |
| 2025-10-28 | McLaughlin Shawn Patrick · Director | Common Stock | P — Open market or private purchase | +1,000 | 61.00 | SEC filing |
Showing 8 of 13 rows
Grants, exercises, tax & gifts
| Security | Code | Filing | |||
|---|---|---|---|---|---|
| 2026-06-29 | MADDY H CHARLES III · President | Common Stock | M — Exercise or conversion of derivative security | +14,823 | SEC filing |
| 2026-06-29 | MADDY H CHARLES III · President | Common Stock | M — Exercise or conversion of derivative security | +7,901 | SEC filing |
| 2026-06-29 | MADDY H CHARLES III · President | Stock Settled Appreciation Rights | M — Exercise or conversion of derivative security | −7,901 | SEC filing |
| 2026-06-29 | MADDY H CHARLES III · President | Stock Settled Appreciation Rights | M — Exercise or conversion of derivative security | −14,823 | SEC filing |
| 2026-06-29 | MADDY H CHARLES III · President | Common Stock | F — Payment of exercise price or tax by delivering securities | −18,354 | SEC filing |
| 2026-06-25 | MADDY H CHARLES III · President | Stock Settled Appreciation Rights | M — Exercise or conversion of derivative security | −15,934 | SEC filing |
| 2026-06-25 | MADDY H CHARLES III · President | Common Stock | M — Exercise or conversion of derivative security | +15,934 | SEC filing |
| 2026-06-25 | MADDY H CHARLES III · President | Common Stock | F — Payment of exercise price or tax by delivering securities | −12,380 | SEC filing |
Showing 8 of 30 rows
Other activity
| Security | Code | Filing | |||
|---|---|---|---|---|---|
| 2026-05-27 | Burke James Mason · Director | Common Stock | J — Other acquisition or disposition | +1,000 | SEC filing |
| 2026-05-27 | Burke James Mason · Director | Common Stock | J — Other acquisition or disposition | −1,000 | SEC filing |
| 2026-01-22 (amended) | Hintelmann Robert Victor Jr. · Chief Credit Officer | Common Stock | J — Other acquisition or disposition | −2,850 | SEC filing |
| 2026-01-22 (amended) | Huffman Patrick Kip · SVP, Chief Accounting Officer | Common Stock | J — Other acquisition or disposition | −950 | SEC filing |
| 2025-10-24 | Geary James P II · Director | Common Stock | W — Acquisition or disposition by will or laws of descent | +12,607 | SEC filing |
| 2025-06-26 | Geary James P II · Director | Common Stock | W — Acquisition or disposition by will or laws of descent | +15,550 | SEC filing |
| 2025-04-23 | Zirk Angela R · EVP, Chief Experience Officer | Common Stock | D — Disposition to the issuer | −564 | SEC filing |
| 2025-04-23 | MADDY H CHARLES III · President | Common Stock | D — Disposition to the issuer | −2,584 | SEC filing |
Showing 8 of 10 rows
These tables describe filed transactions, not current holdings. Prices are shown as filed; a currency is added only when the filing's data names one. Amended and possible duplicate rows are left out of size comparisons and transaction groups.