Burke & Herbert Financial Services Corp.
Ownership
Ownership Structure
Who owns Burke & Herbert Financial Services Corp. (BHRB)? This page shows the largest institutions and funds, the ownership structure and the latest insider transactions. 85.7% of the shares are freely tradable; institutional investors hold 34.4%.
Largest Shareholders
Institutions
| Name | Stake (%) | Shares | Change (%) | Date |
|---|---|---|---|---|
| BlackRock Inc | 4.87 | 982,759 | +0.3 | 03/31/2026 |
| Vanguard Capital Management, LLC | 2.79 | 562,215 | +0.0 | 03/31/2026 |
| American Century Companies Inc | 2.42 | 489,212 | +31.1 | 06/30/2026 |
| Endeavour Capital Advisors Inc | 2.27 | 459,176 | +50.5 | 06/30/2026 |
| Dimensional Fund Advisors, Inc. | 2.24 | 452,257 | +13.0 | 06/30/2026 |
| State Street Corp | 2.00 | 403,868 | +11.9 | 03/31/2026 |
| Geode Capital Management, LLC | 1.88 | 379,643 | +2.4 | 03/31/2026 |
Funds
| Name | Stake (%) | Shares | Change (%) | Date |
|---|---|---|---|---|
| Vanguard MStar Total Stk Mkt Idx Invest | 2.67 | 539,486 | +0.0 | 07/31/2026 |
| Avantis US Small Cap Value ETF | 2.26 | 456,508 | +0.1 | 08/31/2026 |
| iShares Russell 2000 ETF | 2.02 | 407,218 | -0.6 | 08/31/2026 |
Largest reported positions according to regulatory filings; stake as a percentage of shares outstanding, change versus the previous filing. Source: fundamentals data.
Insider holdings
| Person | Role | Shares | Value | As of | Type |
|---|---|---|---|---|---|
| Burke James Mason | Director | 258,480 | 18,196,992 $ | Aug 11, 2026 | indirect |
| Barnwell Julian Forrest Jr. | Director | 91,361 | 6,431,814 $ | Aug 4, 2026 | indirect |
| McLaughlin Shawn Patrick | Director | 71,000 | 4,998,400 $ | Aug 6, 2026 | direct |
| Boyle David P | Chair & CEO | 65,184 | 4,588,954 $ | Jul 28, 2026 | direct |
| Tissue Robert S | EVP, Balance Sheet Strategy | 58,064 | 4,087,706 $ | Jul 30, 2026 | direct |
| George Georgette R. | Director | 48,179 | 3,391,802 $ | Aug 3, 2026 | indirect |
| Wilson David | Director | 24,015 | 1,690,656 $ | Jul 31, 2026 | both |
| Ritchie Bradford E | EVP, Chief Lending Officer | 23,605 | 1,661,792 $ | Jul 16, 2026 | direct |
| Geary James P II | Director | 9,457 | 665,773 $ | Aug 14, 2026 | indirect |
| Bonnafe Katherine Diane | Director | 8,200 | 577,280 $ | Aug 3, 2026 | direct |
| Freeman Danyl R | Chief Human Resources Officer | 4,685 | 329,824 $ | Jul 29, 2026 | direct |
| Poillon Diane | Director | 4,128 | 290,611 $ | Aug 12, 2026 | direct |
Holdings as of each person's most recent SEC Form 4 filing — excluding options and RSUs, which are not shares yet. Holdings may have changed between two filings.
Insiders
Insider Transactions
| Date | Person | Role | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Aug 21, 2026 | George Georgette R. | Director | Other | 9,858 | 0.00 | – |
| Aug 20, 2026 | Wilson David | Director | Buy | 35 | 70.57 | 2,470 |
| Aug 14, 2026 | Geary James P II | Director | Sell | 2,887 | 72.82 | 210,231 |
| Aug 14, 2026 | Geary James P II | Director | Sell | 263 | 72.91 | 19,175 |
| Aug 12, 2026 | Poillon Diane | Director | Buy | 1,200 | 73.67 | 88,398 |
| Aug 11, 2026 | Burke James Mason | Director | Sell | 1,500 | 73.03 | 109,538 |
| Aug 6, 2026 | McLaughlin Shawn Patrick | Director | Buy | 1,000 | 73.25 | 73,250 |
| Aug 4, 2026 | Barnwell Julian Forrest Jr. | Director | Other | 91,361 | 0.00 | – |
| Aug 4, 2026 | Wilson David | Director | Buy | 34 | 73.69 | 2,505 |
| Aug 3, 2026 | Bonnafe Katherine Diane | Director | Sell | 1,000 | 73.65 | 73,655 |
| Aug 3, 2026 | Geary James P II | Director | Sell | 3,150 | 73.93 | 232,880 |
| Aug 3, 2026 | George Georgette R. | Director | Sell | 1,000 | 73.67 | 73,668 |
| Jul 31, 2026 | Wilson David | Director | Other | 100 | 0.00 | – |
| Jul 31, 2026 | Wilson David | Director | Buy | 100 | 73.68 | 7,368 |
| Jul 30, 2026 | Tissue Robert S | EVP, Balance Sheet Strategy | Other | 12,914 | 73.63 | 950,858 |
| Jul 30, 2026 | Tissue Robert S | EVP, Balance Sheet Strategy | Other | 8,436 | 52.29 | 441,118 |
| Jul 30, 2026 | Tissue Robert S | EVP, Balance Sheet Strategy | Other | 8,684 | 43.33 | 376,278 |
| Jul 29, 2026 | Freeman Danyl R | Chief Human Resources Officer | Other | 2,002 | 74.08 | 148,308 |
| Jul 29, 2026 | Freeman Danyl R | Chief Human Resources Officer | Other | 2,836 | 43.33 | 122,884 |
| Jul 28, 2026 | Boyle David P | Chair & CEO | Other | 1,752 | 0.00 | – |
| Jul 17, 2026 | Tissue Robert S | EVP, Financial Strategy | Other | 9,777 | 72.85 | 712,254 |
| Jul 17, 2026 | Tissue Robert S | EVP, Financial Strategy | Other | 4,110 | 51.58 | 211,994 |
| Jul 17, 2026 | Tissue Robert S | EVP, Financial Strategy | Other | 8,599 | 47.47 | 408,195 |
| Jul 16, 2026 | Ritchie Bradford E | EVP, Chief Lending Officer | Other | 2,222 | 70.76 | 157,229 |
| Jul 16, 2026 | Ritchie Bradford E | EVP, Chief Lending Officer | Other | 2,749 | 51.58 | 141,793 |
Reportable transactions by officers and major shareholders from SEC Form 4 filings. "Other" includes things like stock grants and option exercises without a buy/sell character. View all insider transactions →
Data as of: September 17, 2026 · Source: fundamental data & SEC filings (annual and quarterly reports, 10-K/10-Q)
Note: pure fact-based analysis, not investment advice and not a solicitation to buy or sell. All figures without guarantee.