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BHRB Burke Herbert Financial Services

Financials, filed as BURKE HERBERT FINANCIAL SERVICES ORD (EQUITY), Equity Among managers we track Quote on Google Finance, opens in a new tab

No current holdings among managers we track for this security. See ownership history or the ownership grid, activity, or search.

Insider trades

Open-market buys and sales by BHRB's executives, directors and 10% owners in the last 12 months, from their Form 4s

All BHRB insider trades
  • $1.1M bought by 5 insiders
  • $557K sold by 5 insiders outside a trading plan
  • None no planned (10b5-1) sales
  1. Shawn Patrick McLaughlin Director
    Buy
    $36K 500 shares at $71.00 +0.7% to stake
    Traded Oct 29 Filed Oct 30
    ↗
  2. David Wilson Director
    Buy
    $7,274 104 shares at $69.94 New stake
    Traded Oct 27 Filed Oct 27
    ↗
  3. David Wilson Director
    Buy
    $2,470 35 shares at $70.57 +8.8% to stake
    Traded Aug 20 Filed Aug 20
    ↗
  4. James P Geary II Director
    Sale
    $229K 3,150 shares at $72.83 25% of stake
    Traded Aug 14 Filed Aug 18
    ↗
  5. James P Geary II Director
    Sale
    $0 0 shares
    Traded Aug 3 Filed Aug 18
    ↗
  6. Diane Poillon Director
    Buy
    $88K 1,200 shares at $73.67 +41% to stake
    Traded Aug 12 Filed Aug 14
    ↗
  7. James Mason Burke Director
    Sale
    $110K 1,500 shares at $73.03 0.6% of stake
    Traded Aug 11 Filed Aug 12
    ↗
  8. Shawn Patrick McLaughlin Director
    Buy
    $73K 1,000 shares at $73.25 +1.4% to stake
    Traded Aug 6 Filed Aug 6
    ↗
  9. Katherine Diane Bonnafe Director
    Sale
    $74K 1,000 shares at $73.65 11% of stake
    Traded Aug 3 Filed Aug 5
    ↗
  10. Georgette R. George Director
    Sale
    $74K 1,000 shares at $73.67 2.5% of stake
    Traded Aug 3 Filed Aug 4
    ↗
  11. David Wilson Director
    Buy
    $2,505 34 shares at $73.69 +17% to stake
    Traded Aug 4 Filed Aug 4
    ↗
  12. David Wilson Director
    Buy
    $7,368 100 shares at $73.68 +0.4% to stake
    Traded Jul 31 Filed Aug 4
    ↗
  13. Julian Forrest Barnwell Jr. Director
    Buy
    $314K 5,000 shares at $62.76 +23% to stake
    Traded Jun 3 Filed Jun 5
    ↗
  14. Jill S Upson Director
    Sale
    $70K 1,112 shares at $63.31 36% of stake
    Traded May 20 Filed May 21
    ↗
  15. Julian Forrest Barnwell Jr. Director
    Buy
    $315K 5,000 shares at $63.05 +2.5% to stake
    Traded May 11 Filed May 12
    ↗

Also filed in the last 12 months, not counted as buying or selling: 57 stock grants, 21 share withholdings for taxes, 14 option exercises, 7 other transactions, and 2 gifts.

SEC filings

Recent issuer filings from EDGAR, 11 shown.

Filed Form Detail Links
8-K/A 5.07,9.01 Filing Doc
8-K 2.02,7.01,8.01,9.01 Filing Doc
8-K 1.01,7.01,9.01 Filing Doc
424B5 Filing Doc
424B5 Filing Doc
8-K 8.01,9.01 Filing Doc
8-K 7.01,9.01 Filing Doc
SCHEDULE 13G/A — Filing Doc
8-K 5.02,9.01 Filing Doc
10-Q Filing Doc
8-K 2.02,7.01,8.01,9.01 Filing Doc

Source: SEC EDGAR submissions, updated about 7 hours ago. All on EDGAR

Financials

US-GAAP annual figures by fiscal year, as tagged in Form 10-K. Each value links to its SEC filing.

Income statement

Metric FY2023 FY2024 FY2025
Net income $22.69M $35.71M $117.31M

Balance sheet

Metric FY2023 FY2024 FY2025
Total assets $3.62B $7.81B $7.92B
Total equity $314.75M $730.16M $854.65M

Cash flow

Metric FY2023 FY2024 FY2025
Cash from operations $42.51M $85.8M $107.93M
Cash from investing -$43.17M $123.56M $136.72M
Cash from financing -$5.14M -$118.54M -$90.84M
Net change in cash -$5.8M $90.82M $153.81M

Source: SEC companyfacts (US-GAAP 10-K). A * marks a computed figure, not a single XBRL tag. Fiscal years are as the issuer labels them. Follow The Filings does not adjust or audit these figures.

Ownership over time

13Fs that reported it each quarter. Click a bar for that quarter’s holders.

Q2 2026

Period archive