Burke & Herbert Financial Services Corp.

NasdaqCM:BHRB Stock Report

Market Cap: US$389.7m

Burke & Herbert Financial Services Ownership

Who are the major shareholders and have insiders been buying or selling?


Recent Insider Transactions

NasdaqCM:BHRB Recent Insider Transactions by Companies or Individuals
DateValueNameEntityRoleSharesMax Price
30 Apr 24BuyUS$21,000Jose RiojasIndividual400US$52.50
15 Mar 24BuyUS$156,000Julian BarnwellIndividual3,000US$52.00
04 Mar 24BuyUS$27,827Shawn McLaughlinIndividual500US$55.65
21 Feb 24BuyUS$132,840Mark AndersonIndividual2,400US$55.35
01 Feb 24BuyUS$28,784Shawn McLaughlinIndividual500US$57.57
01 Feb 24BuyUS$327,459Julian BarnwellIndividual5,663US$58.15
31 Jan 24BuyUS$60,250Shawn McLaughlinIndividual1,000US$60.25
31 Jan 24BuyUS$52,440Jose RiojasIndividual874US$60.00
30 Jan 24BuyUS$67,560Jose RiojasIndividual1,126US$60.00
13 Dec 23BuyUS$108,440Julian BarnwellIndividual2,000US$54.22
12 Dec 23BuyUS$164,250Julian BarnwellIndividual3,000US$54.75
08 Dec 23BuyUS$54,010Shawn McLaughlinIndividual1,000US$54.01
08 Dec 23BuyUS$5,290McLaughlin Ryder Investments, Inc.Company100US$52.90
14 Sep 23BuyUS$18,338David BoyleIndividual375US$48.90
13 Sep 23BuyUS$48,660Jose RiojasIndividual1,000US$48.66
13 Sep 23BuyUS$24,363Shawn McLaughlinIndividual500US$48.73
13 Sep 23BuyUS$30,063David BoyleIndividual625US$48.10
12 Sep 23BuyUS$99,264Shawn McLaughlinIndividual2,000US$49.63
12 Sep 23BuyUS$248,412Julian BarnwellIndividual5,000US$49.68
11 Sep 23BuyUS$48,690David BoyleIndividual1,000US$48.69
08 Sep 23BuyUS$120,000Mark AndersonIndividual2,400US$50.00
01 Sep 23BuyUS$62,406Shawn McLaughlinIndividual1,250US$49.93
31 Aug 23BuyUS$51,340Jose RiojasIndividual1,000US$51.34
30 Aug 23BuyUS$19,960Nicholas CarosiIndividual400US$49.90
29 Aug 23BuyUS$148,590Julian BarnwellIndividual3,000US$49.53
29 Aug 23BuyUS$7,388McLaughlin Ryder Investments, Inc.Company150US$49.25

Insider Trading Volume

Insider Buying: BHRB insiders have bought more shares than they have sold in the past 3 months.


Ownership Breakdown

What is the ownership structure of BHRB?
Owner TypeNumber of SharesOwnership Percentage
Private Companies31,5640.424%
Individual Insiders1,078,31214.5%
Institutions1,944,55826.1%
General Public4,385,59158.9%

Dilution of Shares: Shareholders have not been meaningfully diluted in the past year.


Top Shareholders

Top 25 shareholders own 38.51% of the company
OwnershipNameSharesCurrent ValueChange %Portfolio %
6.36%
BlackRock, Inc.
472,902US$24.8m7.52%no data
4.8%
Julian Barnwell
356,823US$18.7m2.49%no data
4.53%
The Vanguard Group, Inc.
337,131US$17.7m1.49%no data
3.98%
Edmund Burke
296,274US$15.5m0.08%no data
3.55%
James Burke
264,460US$13.9m0%no data
3.43%
Hutchinson Capital Management
255,080US$13.4m0%2.93%
2.75%
Burke & Herbert Bank & Trust Co., Asset Management Arm
204,724US$10.7m-15%8.67%
1.87%
Geode Capital Management, LLC
139,496US$7.3m5.5%no data
1.75%
State Street Global Advisors, Inc.
130,274US$6.8m39.4%no data
0.78%
Northern Trust Global Investments
57,874US$3.0m12%no data
0.7%
Shawn McLaughlin
52,000US$2.7m6.12%no data
0.6%
S. Hinson
44,360US$2.3m0%no data
0.56%
BNY Mellon Asset Management
41,435US$2.2m-6.28%no data
0.42%
SL Hinson Associates
31,040US$1.6m0%no data
0.41%
Moors & Cabot, Inc., Asset Management Arm
30,869US$1.6m-18.3%0.1%
0.24%
Charles Schwab Investment Management, Inc.
17,684US$926.3k0%no data
0.24%
Jose Riojas
17,600US$921.9k12.8%no data
0.23%
David Boyle
16,905US$885.5k16.5%no data
0.22%
Wells Fargo & Company, Securities and Brokerage Investments
16,493US$863.9k173%no data
0.21%
Sandy Spring Bank, Asset Management Arm
15,862US$830.9k-39%0.04%
0.2%
Mariner, LLC
15,206US$796.5k185%no data
0.2%
Fiduciary Trust Company International
14,968US$784.0k-3.26%no data
0.17%
Morgan Stanley, Investment Banking and Brokerage Investments
12,386US$648.8k116%no data
0.17%
Teachers Insurance and Annuity Association-College Retirement Equities Fund
12,332US$645.9k34.9%no data
0.15%
Mark Anderson
11,200US$586.7k-39.1%no data
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