BHRB Insider Trading

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Insider Trading History
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Insider Ownership Percentage: 9.65%

Insider Buying (Last 12 Months): $1,786,541.45

Insider Selling (Last 12 Months): $0.00

Burke & Herbert Financial Services Insider Trading History Chart

Burke & Herbert Financial Services Share Price & Price History

^$63.16

▼ -0.48 (-0.75%)

As of 01/28/2025 05:00 PM ET

Days: 30 | 90 | 365

Burke & Herbert Financial Services Insider Trading History

Transaction Date	Insider Name	Title	Buy/Sell	Number of Shares	Average Share Price	Total Transaction	Shares Held After Transaction
12/13/2024	Julian Forrest Jr. Barnwell	Director	Buy	3,000	$68.75	$206,250.00	182,939
12/9/2024	Shawn Patrick Mclaughlin	Director	Buy	555	$69.35	$38,489.25	61,000
12/5/2024	Shawn Patrick Mclaughlin	Director	Buy	195	$69.50	$13,552.50	60,445
11/18/2024	Gary L Hinkle	Director	Buy	1,548	$68.50	$106,038.00	238,355
11/15/2024	Gary L Hinkle	Director	Buy	3,652	$68.56	$250,381.12	236,807
8/23/2024	Gary L Hinkle	Director	Buy	5,000	$68.09	$340,450.00	233,155
8/5/2024	Shawn Patrick Mclaughlin	Director	Buy	250	$59.50	$14,875.00	58,750
6/10/2024	Jose David Riojas	Director	Buy	1,397	$47.49	$66,343.53	16,000
6/6/2024	Jose David Riojas	Director	Buy	3	$47.75	$143.25	14,603
6/4/2024	Julian Forrest Jr. Barnwell	Director	Buy	1,000	$48.49	$48,490.00	90,221
5/23/2024	Jose David Riojas	Director	Buy	600	$48.00	$28,800.00	14,600
5/20/2024	Gary L Hinkle	Director	Buy	2,039	$50.25	$102,459.75	222,169
5/17/2024	Gary L Hinkle	Director	Buy	470	$50.54	$23,753.80	220,130
5/15/2024	Gary L Hinkle	Director	Buy	600	$50.23	$30,138.00	219,450
5/13/2024	Gary L Hinkle	Director	Buy	613	$49.65	$30,435.45	216,071
5/10/2024	Gary L Hinkle	Director	Buy	1,608	$49.60	$79,756.80	215,458
4/30/2024	Jose David Riojas	Director	Buy	400	$52.50	$21,000.00	14,000
3/15/2024	Julian Forrest Jr. Barnwell	Director	Buy	3,000	$52.00	$156,000.00	174,939
2/21/2024	Mark Guthrie Anderson	Director	Buy	2,400	$55.35	$132,840.00	11,200
2/1/2024	Shawn Patrick Mclaughlin	Director	Buy	500	$57.57	$28,785.00	50,500
1/30/2024	Jose David Riojas	Director	Buy	1,126	$60.00	$67,560.00	12,726
12/12/2023	Julian Forrest Jr. Barnwell	Director	Buy	3,000	$54.75	$164,250.00	166,539
12/8/2023	Shawn Patrick Mclaughlin	Director	Buy	100	$52.90	$5,290.00	1,000
9/13/2023	David P Boyle	CEO	Buy	625	$48.10	$30,062.50	14,135
9/12/2023	Shawn Patrick Mclaughlin	Director	Buy	2,000	$49.63	$99,260.00	47,500
9/11/2023	David P Boyle	CEO	Buy	1,000	$48.69	$48,690.00	13,510
9/8/2023	Mark Guthrie Anderson	Director	Buy	2,400	$50.00	$120,000.00	3,200
9/1/2023	Shawn Patrick Mclaughlin	Director	Buy	1,250	$49.92	$62,400.00	45,500
8/30/2023	Nicholas Carosi III	Director	Buy	400	$49.90	$19,960.00	4,440

SEC Filings (Institutional Ownership Changes) for Burke & Herbert Financial Services (NASDAQ:BHRB)

Institutional Buying and Selling by Quarter

Burke & Herbert Financial Services Institutional Trading History

Reporting Date	Hedge Fund	Shares Held	Market Value	% of Portfolio	Quarterly Change in Shares	Ownership in Company
1/28/2025	Hendershot Investments Inc.	7,092	$0.44M	0.1%	-22.7%	0.047%
1/17/2025	SG Americas Securities LLC	7,591	$0.47M	0.0%	+49.8%	0.051%
1/15/2025	Folger Nolan Fleming Douglas Capital Management Inc.	4,868	$0.30M	0.0%	-11.4%	0.033%
12/26/2024	JPMorgan Chase & Co.	33,199	$2.03M	0.0%	+481.5%	0.222%
11/20/2024	Virtu Financial LLC	8,630	$0.53M	0.0%	N/A	0.058%
11/19/2024	Barclays PLC	22,225	$1.36M	0.0%	+204.0%	0.148%
11/18/2024	Mittelman Wealth Management	10,801	$0.66M	0.4%	N/A	0.072%
11/16/2024	Geode Capital Management LLC	306,243	$18.68M	0.0%	+5.2%	2.050%
11/15/2024	Barclays PLC	22,225	$1.36M	0.0%	+204.0%	0.149%
11/15/2024	Passive Capital Management LLC.	8,868	$0.54M	0.2%	-5.3%	0.059%
11/15/2024	Hendershot Investments Inc.	9,172	$0.56M	0.1%	-39.5%	0.061%
11/15/2024	Jane Street Group LLC	18,772	$1.15M	0.0%	+6.9%	0.126%
11/15/2024	State Street Corp	289,576	$17.66M	0.0%	+9.9%	1.938%
11/15/2024	Quadrature Capital Ltd	12,309	$0.75M	0.0%	+4.8%	0.082%
11/15/2024	HighTower Advisors LLC	4,209	$0.26M	0.0%	-8.7%	0.028%
11/14/2024	Fourthstone LLC	397,598	$24.25M	5.4%	+29.3%	2.661%
11/14/2024	UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC	16,483	$1.01M	0.0%	N/A	0.110%
11/13/2024	Quantbot Technologies LP	1,934	$0.12M	0.0%	N/A	0.013%
11/12/2024	Charles Schwab Investment Management Inc.	108,481	$6.62M	0.0%	+190.2%	0.726%
11/8/2024	Moors & Cabot Inc.	27,313	$1.67M	0.1%	-5.4%	0.183%
11/7/2024	Quest Partners LLC	7,843	$0.48M	0.0%	N/A	0.052%
11/6/2024	Royce & Associates LP	95,779	$5.84M	0.1%	-3.9%	0.641%
11/1/2024	Verdence Capital Advisors LLC	51,500	$3.14M	0.3%	+18.4%	0.345%
10/24/2024	Modera Wealth Management LLC	6,280	$0.38M	0.0%	N/A	0.042%
10/23/2024	Burke & Herbert Bank & Trust Co.	261,857	$15.97M	3.7%	-15.1%	1.764%
10/3/2024	SG Americas Securities LLC	5,067	$0.31M	0.0%	+113.7%	0.034%
8/21/2024	Truist Financial Corp	3,962	$0.20M	0.0%	N/A	0.027%
8/15/2024	The Manufacturers Life Insurance Company	5,086	$0.26M	0.0%	N/A	0.034%
8/14/2024	Marshall Wace LLP	8,384	$0.43M	0.0%	N/A	0.056%
8/9/2024	Moors & Cabot Inc.	28,872	$1.47M	0.1%	+6.9%	0.194%
8/9/2024	Renaissance Technologies LLC	55,460	$2.83M	0.0%	N/A	0.374%
8/9/2024	Dimensional Fund Advisors LP	355,782	$18.14M	0.0%	N/A	2.396%
8/8/2024	Wealthspire Advisors LLC	5,999	$0.31M	0.0%	-9.4%	0.040%
8/8/2024	American Century Companies Inc.	60,633	$3.09M	0.0%	N/A	0.408%
8/8/2024	HHM Wealth Advisors LLC	560	$29K	0.0%	N/A	0.004%
8/6/2024	LSV Asset Management	2,118	$0.11M	0.0%	N/A	0.014%
8/6/2024	Emerald Mutual Fund Advisers Trust	13,080	$0.67M	0.0%	N/A	0.088%
8/5/2024	Hendershot Investments Inc.	15,156	$0.77M	0.1%	N/A	0.102%
8/1/2024	TIAA Trust National Association	4,180	$0.21M	0.0%	N/A	0.028%
8/1/2024	Rhumbline Advisers	18,973	$0.97M	0.0%	+126.9%	0.128%
7/29/2024	Burney Co.	4,816	$0.25M	0.0%	N/A	0.032%
7/26/2024	Bank of New York Mellon Corp	81,204	$4.14M	0.0%	+96.0%	0.547%
7/26/2024	Verdence Capital Advisors LLC	43,500	$2.22M	0.2%	N/A	0.293%
7/22/2024	Fifth Third Bancorp	22,884	$1.17M	0.0%	N/A	0.154%
7/16/2024	AA Financial Advisors LLC	31,166	$1.59M	0.6%	N/A	0.210%
7/16/2024	Burke & Herbert Bank & Trust Co.	308,251	$15.72M	3.9%	+50.6%	2.076%
7/10/2024	Fortitude Family Office LLC	936	$48K	0.0%	+1,666.0%	0.006%
7/9/2024	Folger Nolan Fleming Douglas Capital Management Inc.	5,489	$0.28M	0.0%	N/A	0.037%
5/15/2024	Quadrature Capital Ltd	6,989	$0.39M	0.0%	N/A	0.094%
5/10/2024	Vanguard Group Inc.	341,705	$19.15M	0.0%	+1.4%	0.000%
5/7/2024	SG Americas Securities LLC	2,562	$0.14M	0.0%	-35.2%	0.000%
2/14/2024	Cassaday & Co Wealth Management LLC	4,320	$0.27M	0.0%	-28.5%	0.000%
2/9/2024	Cassaday & Co Wealth Management LLC	4,320	$0.27M	0.0%	-28.5%	0.000%
2/9/2024	Franklin Resources Inc.	14,968	$0.94M	0.0%	-19.9%	0.000%
1/26/2024	Sandy Spring Bank	15,862	$1M	0.0%	-39.0%	0.000%
1/12/2024	SG Americas Securities LLC	3,955	$0.25M	0.0%	+52.3%	0.000%
11/13/2023	McGinn Penninger Investment Management Inc.	70,401	$3.27M	2.6%	-4.1%	0.000%
11/8/2023	Moors & Cabot Inc.	37,769	$1.76M	0.1%	-0.8%	0.000%
11/6/2023	Cassaday & Co Wealth Management LLC	6,040	$0.28M	0.0%	N/A	0.000%
10/30/2023	Sandy Spring Bank	25,998	$1.21M	0.1%	+2.1%	0.000%
10/27/2023	Allspring Global Investments Holdings LLC	936	$43K	0.0%	N/A	0.000%
10/24/2023	Bank of New York Mellon Corp	19,865	$0.92M	0.0%	+24.1%	0.000%
10/16/2023	Burke & Herbert Bank & Trust Co.	241,440	$11.22M	9.1%	+0.6%	0.000%
10/13/2023	SG Americas Securities LLC	2,596	$0.12M	0.0%	N/A	0.000%
9/21/2023	Barclays PLC	1,281	$82K	0.0%	N/A	0.000%

Data available starting January 2016

Burke Herbert Financial Services Corp. is a bank holding company, which engages in the provision of banking products and financial services to small to medium-sized businesses, their owners and employees, professional corporations, non-profits, and individuals. It operates through the following loan portfolio segments: Commercial Real Estate, Owner-Occupied Commercial Real Estate, Acquisition, Construction, and Development, Commercial and Industrial, Single Family Residential (1-4 Units), and Consumer Non-Real Estate and Other. The Commercial Real Estate segment includes leasing of the real estate collateral or income generated from the sale of the collateral. The Owner-Occupied Commercial Real Estate segment focuses on the operations of the business that occupies the property and the value of the collateral. The Acquisition, Construction, and Development segment offers creditworthiness of the borrower, project completion within budget, sale after completion, and the value of the collateral. The Commercial and Industrial segment is involved in the operations of the business and the value of the collateral. The Single Family Residential (1-4 Units) segment provides loans for investment purpose carry risk associated with the continued creditworthiness of the borrower, the value of the collateral, and either the net operating income generated from the lease of the real estate collateral or income generated from the sale of the collateral. The Consumer Non-Real Estate and Other segment covers loans carry risk associated with the creditworthiness of the borrower and the value of the collateral. The company was founded on September 14, 2022 and is headquartered in Alexandria, VA.

Today's Range

Now: $63.16

$62.78

$64.72

50 Day Range

MA: $64.88

$56.61

$70.98

52 Week Range

Now: $63.16

$46.00

$75.32

Volume

26,724 shs

Average Volume

30,501 shs

Market Capitalization

$945.51 million

P/E Ratio

7.99

Dividend Yield

3.60%

Beta

N/A

Who are the company insiders with the largest holdings of Burke & Herbert Financial Services?: Burke & Herbert Financial Services' top insider investors include:
Gary L Hinkle (Director)
Julian Forrest Jr Barnwell (Director)
Shawn Patrick Mclaughlin (Director)
Jose David Riojas (Director)
David P Boyle (CEO)
Mark Guthrie Anderson (Director)
Nicholas Carosi III (Director)
Learn More about top insider investors at Burke & Herbert Financial Services.
Who are the major institutional investors of Burke & Herbert Financial Services?: Burke & Herbert Financial Services' top institutional shareholders include:
SG Americas Securities LLC — 0.05%
Hendershot Investments Inc. — 0.05%
Folger Nolan Fleming Douglas Capital Management Inc. — 0.03%
Learn More about top institutional investors of Burke & Herbert Financial Services stock.
Which institutional investors are selling Burke & Herbert Financial Services stock?: During the last quarter, BHRB stock was sold by these institutional investors:
Hendershot Investments Inc.
Folger Nolan Fleming Douglas Capital Management Inc.
Which institutional investors are buying Burke & Herbert Financial Services stock?: During the previous quarter, BHRB stock was acquired by institutional investors including:
SG Americas Securities LLC
Within the previous year, these company insiders have bought Burke & Herbert Financial Services stock:
Gary L Hinkle (Director)
Julian Forrest Jr Barnwell (Director)
Shawn Patrick Mclaughlin (Director)
Jose David Riojas (Director)
David P Boyle (CEO)
Mark Guthrie Anderson (Director)
Nicholas Carosi III (Director)
Learn More investors buying Burke & Herbert Financial Services stock.