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BHRB research notebook

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Download filings CSV

SEC submissions · retrieved 2026-09-08 · 8005 issuers; up to 32 recent company reports and 8 ownership-change filings per issuer

  1. 4 · Ownership change

    Report date 2026-08-21 · 0001486521-26-000009

  2. 4 · Ownership change

    Report date 2026-08-20 · 0001208842-26-000012

  3. 4 · Ownership change

    Report date 2026-08-14 · 0001400427-26-000009

  4. 4/A · Ownership change

    Report date 2026-08-03 · 0001400427-26-000007

  5. 4 · Ownership change

    Report date 2026-08-12 · 0001945031-26-000013

  6. 4 · Ownership change

    Report date 2026-08-11 · 0001964477-26-000006

  7. 4/A · Ownership change

    Report date 2026-07-29 · 0001864438-26-000010

  8. 4/A · Ownership change

    Report date 2026-06-25 · 0001186827-26-000014

  9. 8-K · Current report

    Report date 2026-07-06 · 0001964333-26-000097 · Items 5.02,9.01

  10. 10-Q · Quarterly report

    Report date 2026-06-30 · 0001964333-26-000095

  11. 8-K · Current report

    Report date 2026-07-23 · 0001964333-26-000089 · Items 2.02,7.01,8.01,9.01

  12. 8-K/A · Current report

    Report date 2026-05-01 · 0001964333-26-000084 · Items 9.01

  13. 8-K · Current report

    Report date 2026-07-06 · 0001964333-26-000080 · Items 5.02,9.01

  14. 8-K · Current report

    Report date 2026-06-23 · 0001964333-26-000076 · Items 5.02,9.01

  15. 8-K · Current report

    Report date 2026-06-18 · 0001964333-26-000072 · Items 5.07,9.01

  16. 10-Q · Quarterly report

    Report date 2026-03-31 · 0001964333-26-000068

  17. 8-K · Current report

    Report date 2026-05-01 · 0001964333-26-000060 · Items 2.01,5.02,5.03,8.01,9.01

  18. DEF 14A · Proxy statement

    Report date 2026-06-18 · 0001964333-26-000052

  19. 8-K · Current report

    Report date 2026-04-23 · 0001964333-26-000037 · Items 2.02,7.01,8.01,9.01

  20. 8-K · Current report

    Report date 2026-04-13 · 0001964333-26-000031 · Items 8.01,9.01

  21. 8-K · Current report

    Report date 2026-03-25 · 0001964333-26-000027 · Items 5.07,8.01,9.01

  22. 8-K · Current report

    Report date 2026-03-09 · 0001964333-26-000021 · Items 5.02,9.01

  23. 10-K · Annual report

    Report date 2025-12-31 · 0001964333-26-000016

  24. 8-K · Current report

    Report date 2026-01-22 · 0001964333-26-000008 · Items 5.02,9.01

  25. 8-K · Current report

    Report date 2026-01-22 · 0001964333-26-000005 · Items 2.02,7.01,8.01,9.01

  26. 8-K · Current report

    Report date 2025-12-19 · 0001964333-25-000262 · Items 5.02,9.01

  27. 8-K · Current report

    Report date 2025-12-18 · 0001964333-25-000256 · Items 1.01,5.03,7.01,9.01

  28. 10-Q · Quarterly report

    Report date 2025-09-30 · 0001964333-25-000245

  29. 8-K · Current report

    Report date 2025-10-28 · 0001964333-25-000240 · Items 5.02,9.01

  30. 8-K · Current report

    Report date 2025-10-23 · 0001964333-25-000237 · Items 2.02,7.01,8.01,9.01

  31. 10-Q · Quarterly report

    Report date 2025-06-30 · 0001964333-25-000231

  32. 8-K · Current report

    Report date 2025-07-24 · 0001964333-25-000223 · Items 2.02,7.01,8.01,9.01

  33. 8-K · Current report

    Report date 2025-05-22 · 0001964333-25-000185 · Items 5.07,9.01

  34. 10-Q · Quarterly report

    Report date 2025-03-31 · 0001964333-25-000180

  35. 8-K · Current report

    Report date 2025-04-25 · 0001964333-25-000146 · Items 2.02,7.01,8.01,9.01

  36. 8-K · Current report

    Report date 2025-04-21 · 0001964333-25-000132 · Items 5.02

  37. DEF 14A · Proxy statement

    Report date 2025-05-22 · 0001964333-25-000127

  38. 8-K · Current report

    Report date 2025-03-14 · 0001964333-25-000122 · Items 5.02

  39. 10-K · Annual report

    Report date 2024-12-31 · 0001964333-25-000105

  40. 8-K · Current report

    Report date 2025-03-06 · 0001964333-25-000074 · Items 7.01,8.01,9.01

Reported insider transactions

Download transactions CSV

SEC insider transactions · retrieved 2026-09-07 · 2026 Q2: filings in this completed quarter; not a live transaction feed

Purchases and sales include open-market or private transactions. Grants, exercises and tax withholding are shown separately. Amendments and joint reports can overlap; rows are not a net-buying score. Prices retain the filing's units; consult its footnotes.

Transaction rows by code · counts, not monetary totals
Purchase: 7 transaction rows7PSale: 1 transaction rows1SGrant / award: 24 transaction rows24AExercise / conversion: 6 transaction rows6MTax / exercise payment: 12 transaction rows12FGift: 0 transaction rows0G
P · PurchaseS · SaleA · Grant / awardM · Exercise / conversionF · Tax / exercise paymentG · Gift

52 matching transaction rows. Showing 1–50.

Transaction / filedReporting ownerTypeSecuritySharesReported price
2026-06-29
2026-06-30
MADDY H CHARLES IIIF · Tax / exercise payment
Disposed
Common Stock18354.071.44
2026-06-29
2026-06-30
MADDY H CHARLES IIIM · Exercise / conversion
Acquired
Common Stock14823.052.29
2026-06-29
2026-06-30
MADDY H CHARLES IIIM · Exercise / conversion
Acquired
Common Stock7901.051.58
2026-06-29
2026-06-30
MADDY H CHARLES IIIM · Exercise / conversion
Disposed
Stock Settled Appreciation Rights
Derivative security
14823.00.0
2026-06-29
2026-06-30
MADDY H CHARLES IIIM · Exercise / conversion
Disposed
Stock Settled Appreciation Rights
Derivative security
7901.00.0
2026-06-25
2026-06-29
MADDY H CHARLES IIIF · Tax / exercise payment
Disposed
Common Stock12380.069.29
2026-06-25
2026-06-29
MADDY H CHARLES IIIM · Exercise / conversion
Acquired
Common Stock15934.047.47
2026-06-25
2026-06-29
MADDY H CHARLES IIIM · Exercise / conversion
Disposed
Stock Settled Appreciation Rights
Derivative security
15934.00.0
2026-06-19
2026-06-22
Hinson Samuel Laing IIIA · Grant / award
Acquired
Common Stock1000.00.0
2026-06-19
2026-06-22
Barnwell Julian Forrest Jr.A · Grant / award
Acquired
Common Stock1000.00.0
2026-06-19
2026-06-22
Bonnafe Katherine DianeA · Grant / award
Acquired
Common Stock1000.00.0
2026-06-19
2026-06-22
McLaughlin Shawn PatrickA · Grant / award
Acquired
Common Stock1000.00.0
2026-06-19
2026-06-22
Anderson Mark GuthrieA · Grant / award
Acquired
Common Stock1000.00.0
2026-06-19
2026-06-22
Burke James MasonA · Grant / award
Acquired
Common Stock1000.00.0
2026-06-19
2026-06-22
Riojas Jose DavidA · Grant / award
Acquired
Common Stock1000.00.0
2026-06-19
2026-06-22
Poillon DianeA · Grant / award
Acquired
Common Stock1000.00.0
2026-06-19
2026-06-22
Snyder KristenA · Grant / award
Acquired
Common Stock1000.00.0
2026-06-19
2026-06-22
George Georgette R.A · Grant / award
Acquired
Common Stock1000.00.0
2026-06-19
2026-06-22
Geary James P IIA · Grant / award
Acquired
Common Stock1000.00.0
2026-06-19
2026-06-22
WILSON DAVIDA · Grant / award
Acquired
Common Stock1000.00.0
2026-06-19
2026-06-22
PICCIRILLO CHARLESA · Grant / award
Acquired
Common Stock1000.00.0
2026-06-03
2026-06-05
Barnwell Julian Forrest Jr.P · Purchase
Acquired
Common Stock5000.062.76
2026-06-03
2026-06-05
LUNDBLAD CARL DA · Grant / award
Acquired
Common Stock6444.00.0
2026-05-27
2026-05-29
Burke James MasonJ · Other (see filing)
Disposed
Common Stock1000.00.0
2026-05-27
2026-05-29
Burke James MasonJ · Other (see filing)
Acquired
Common Stock1000.00.0
2026-05-20
2026-05-21
Upson Jill SS · Sale
Disposed
Common Stock1112.063.31
2026-05-15
2026-05-19
LUNDBLAD CARL DA · Grant / award
Acquired
Common Stock9743.00.0
2026-05-12
2026-05-12
Riojas Jose DavidP · Purchase
Acquired
Common Stock300.062.0
2026-05-12
2026-05-12
Riojas Jose DavidP · Purchase
Acquired
Common Stock1000.062.0
2026-05-11
2026-05-12 · Amendment
Barnwell Julian Forrest Jr.P · Purchase
Acquired
Common Stock5000.063.05
2026-05-11
2026-05-12
Barnwell Julian Forrest Jr.P · Purchase
Acquired
Common Stock5000.063.05
2026-05-03
2026-05-04
Huffman Patrick KipA · Grant / award
Acquired
Common Stock950.00.0
2026-05-03
2026-05-04
Hintelmann Robert Victor Jr.A · Grant / award
Acquired
Common Stock2850.00.0
2026-05-03
2026-05-04
Zirk Angela RF · Tax / exercise payment
Disposed
Common Stock142.064.64
2026-05-03
2026-05-04
Kimlel Lauren N.F · Tax / exercise payment
Disposed
Common Stock269.064.64
2026-05-03
2026-05-04
Schmidt Jennifer PalmerF · Tax / exercise payment
Disposed
Common Stock271.064.64
2026-05-03
2026-05-04
Rowan Shannon BarrowF · Tax / exercise payment
Disposed
Common Stock211.064.64
2026-05-03
2026-05-04
Halyama Roy EugeneF · Tax / exercise payment
Disposed
Common Stock2649.064.64
2026-05-03
2026-05-04
Freeman Danyl RF · Tax / exercise payment
Disposed
Common Stock202.064.64
2026-05-03
2026-05-04
Ritchie Bradford EF · Tax / exercise payment
Disposed
Common Stock659.064.64
2026-05-03
2026-05-04
BOYLE DAVID PF · Tax / exercise payment
Disposed
Common Stock5784.064.64
2026-05-03
2026-05-04
TISSUE ROBERT SF · Tax / exercise payment
Disposed
Common Stock1364.064.64
2026-05-03
2026-05-04
MADDY H CHARLES IIIF · Tax / exercise payment
Disposed
Common Stock1541.064.64
2026-05-01
2026-05-01
Poillon DianeA · Grant / award
Acquired
Common Stock1928.0—
2026-05-01
2026-05-01
Poillon DianeA · Grant / award
Acquired
Stock Options
Derivative security
675.0—
2026-05-01
2026-05-01
Snyder KristenA · Grant / award
Acquired
Common Stock8418.0—
2026-05-01
2026-05-01
LUNDBLAD CARL DA · Grant / award
Acquired
Common Stock1710.0—
2026-05-01
2026-05-01
LUNDBLAD CARL DA · Grant / award
Acquired
Common Stock10485.0—
2026-05-01
2026-05-01
LUNDBLAD CARL DA · Grant / award
Acquired
Stock Options
Derivative security
4050.0—
2026-05-01
2026-05-01
LUNDBLAD CARL DA · Grant / award
Acquired
Warrants
Derivative security
8100.0—

Identity & relationships

Wikidata structured data · retrieved 2026-09-07 · 1611 unambiguous CIK-linked entities; coverage is incomplete

These are sourced identity and relationship claims, with incomplete coverage. Headquarters locations do not describe sales, assets or operating exposure.

SEC issuer · 0001964333Burke & Herbert Financial Services Corp.

No parent relationship is available in this import; this is not proof of independence.

No verified LEI join available.

GLEIF legal entity reference data · retrieved 2026-09-07 · 1177 checked identities; 0 unavailable records

Search names and former names

    Revenue in constant purchasing power

    USD revenue expressed in 2026-07 consumer-price dollars. Each annual period uses a CPI-U average weighted by the days in its actual reporting interval. This is a purchasing-power comparison, not a company-specific price or volume measure.

    No USD annual revenue periods with complete CPI coverage are available. Non-USD statements are not converted with U.S. CPI.

    Bureau of Labor Statistics · retrieved 2026-09-08 · 9 selected series; gaps remain missing

    Explore the CPI history ↗