← United States · Coverage record
US · SEC FORM 4
Burke & Herbert Financial Services Corp.
BHRB · Nasdaq · CIK 0001964333 · Financial Services · Banks—Regional
INSIDER SIGNAL
5 buyers · 12 purchase transaction lines · $1.3M gross purchase
WHY THIS SIGNAL?
Score anatomy
Each bar shows the contribution to the current score; the weights and formula stay unchanged.
What is holding the score back?
- ⚠ Purchase activity is becoming less recent
- ⚠ Buying conviction is reduced by concurrent selling
- ✓ Cluster breadth is broad · 4+ insiders
- ✓ Role scores high · most senior buyer: Director
Purchase-size comments are relative to the model scale. Average daily volume is a separate market-context diagnostic.
US-v1.2 ranks qualifying equity purchases under the current 180-day rules. The score is a research priority, not a return forecast or probability. Backtests have not shown that a higher US score is followed by better returns.
Insider activity timeline
Owner lanes show the latest 180 days. Symbol shape identifies the transaction type; sales remain context only.
Showing the six most active owners; 13 additional owner(s) remain in Form 4 evidence.
Purchase breadth & concentration
Roles in the peak window: Director. Concentration uses priced qualifying P lines only and does not change the saved score.
SIGNAL HISTORY
Latest recorded score
- 78.2
- 78.0
- 78.0
- 77.8
- 77.7
Only scores saved when a full US scoring run completed are shown; gaps are not reconstructed.
Recent Form 4 activity
P is an open-market or private purchase. S is a sale. M, F, A and G usually describe exercises, tax withholding, awards and gifts. These categories remain visually separate.
Market context
Market context provides additional background on recent price performance and risk. It does not affect the Insider Signal.
Price performance
- 1M
- -3.7%
- 3M
- -2.1%
- 6M
- +5.7%
- 12M
- +14.8%
Volatility & liquidity
- Volatility
- 27.7%
- Beta
- —
- Avg daily value
- USD 8.5M
Valuation
- Market cap
- USD 1.4B
- P/E
- 11.9×
Fundamentals
- Profit margin
- —
- ROE
- 13.7%
- Industry
- Banks—Regional
Market data
Price data up to: 2026-10-11 · Price source: OpenBB/yfinance; volume from price cache (yfinance) · From SEC filings: Market cap, P/E, ROE · Fiscal year ended: 2025-12-31 · Market cap is the shares outstanding stated on the filing cover multiplied by the latest close. Share count date: 2026-08-05 · Status: PASS
Short interest
Short interest is external context reported to FINRA by broker-dealers. It does not affect the Insider Signal.
- Shares short
- 833,487
- Previous report
- 769,653
- Avg daily volume
- 151,290
- Days to cover
- 5.5
FINRA settlement date: 2026-09-30 · Captured 2026-10-12 · FINRA equity short interest ↗. A share count, published about a week after each of two settlement dates a month; not a percentage of shares outstanding.
Historical equity purchases
Qualifying code P transactions in the local Form 4 history, including purchases outside the current signal window.
| Transaction date | Reporting owner | Type | Security | Shares | Avg. price | Approx. value | Source |
|---|---|---|---|---|---|---|---|
| 2026-08-20 | WILSON DAVID | Purchase (P) | Common Stock | 35 | USD 70.57 | USD 2,470 | SEC filing ↗ |
| 2026-08-12 | Poillon Diane | Purchase (P) | Common Stock | 1,200 | USD 73.67 | USD 88,404 | SEC filing ↗ |
| 2026-08-06 | McLaughlin Shawn Patrick | Purchase (P) | Common Stock | 1,000 | USD 73.25 | USD 73,250 | SEC filing ↗ |
| 2026-08-04 | WILSON DAVID | Purchase (P) | Common Stock | 34 | USD 73.69 | USD 2,505 | SEC filing ↗ |
| 2026-07-31 | WILSON DAVID | Purchase (P) | Common Stock | 100 | USD 73.68 | USD 7,368 | SEC filing ↗ |
| 2026-06-03 | Barnwell Julian Forrest Jr. | Purchase (P) | Common Stock | 5,000 | USD 62.76 | USD 313,800 | SEC filing ↗ |
| 2026-05-12 | Riojas Jose David | Purchase (P) | Common Stock | 1,300 | USD 62.00 | USD 80,600 | SEC filing ↗ |
| 2026-05-11 | Barnwell Julian Forrest Jr. | Purchase (P) | Common Stock | 5,000 | USD 63.05 | USD 315,250 | SEC filing ↗ |
| 2026-05-11 | Barnwell Julian Forrest Jr. | Purchase (P) | Common Stock | 5,000 | USD 63.05 | USD 315,250 | SEC filing ↗ |
| 2026-04-29 | McLaughlin Shawn Patrick | Purchase (P) | Common Stock | 1,000 | USD 63.55 | USD 63,550 | SEC filing ↗ |
| 2026-04-28 | McLaughlin Shawn Patrick | Purchase (P) | Common Stock | 1,000 | USD 64.80 | USD 64,800 | SEC filing ↗ |
| 2025-10-28 | McLaughlin Shawn Patrick | Purchase (P) | Common Stock | 1,000 | USD 61.00 | USD 61,000 | SEC filing ↗ |
| 2025-09-15 | HINKLE GARY L | Purchase (P) | Common Stock | 1,700 | USD 61.69 | USD 104,870 | SEC filing ↗ |
| 2025-06-05 | Riojas Jose David | Purchase (P) | Common Stock | 500 | USD 55.85 | USD 27,925 | SEC filing ↗ |
| 2025-06-02 | Anderson Mark Guthrie | Purchase (P) | Common Stock | 2,000 | USD 56.40 | USD 112,790 | SEC filing ↗ |
Form 4 evidence
124 transaction lines in the latest 365-day window; 406 in local history.
| Date | Owner | Type | Security | Shares | Avg. price | Approx. value | Source |
|---|---|---|---|---|---|---|---|
| 2026-08-31 | Schmidt Jennifer Palmer | Award / grant (A) | Common Stock | 160 | USD 54.77 | USD 8,763 | SEC filing ↗ |
| 2026-08-31 | Rowan Shannon Barrow | Award / grant (A) | Common Stock | 63 | USD 54.77 | USD 3,451 | SEC filing ↗ |
| 2026-08-31 | Parikh Kirtan | Award / grant (A) | Common Stock | 126 | USD 54.77 | USD 6,901 | SEC filing ↗ |
Show recent Form 4 evidence (30 grouped rows)
| Date | Owner | Type | Security | Shares | Avg. price | Approx. value | Source |
|---|---|---|---|---|---|---|---|
| 2026-08-31 | Schmidt Jennifer Palmer | Award / grant (A) | Common Stock | 160 | USD 54.77 | USD 8,763 | SEC filing ↗ |
| 2026-08-31 | Rowan Shannon Barrow | Award / grant (A) | Common Stock | 63 | USD 54.77 | USD 3,451 | SEC filing ↗ |
| 2026-08-31 | Parikh Kirtan | Award / grant (A) | Common Stock | 126 | USD 54.77 | USD 6,901 | SEC filing ↗ |
| 2026-08-31 | Kimlel Lauren N. | Award / grant (A) | Common Stock | 134 | USD 54.77 | USD 7,339 | SEC filing ↗ |
| 2026-08-31 | Huffman Patrick Kip | Award / grant (A) | Common Stock | 111 | USD 54.77 | USD 6,079 | SEC filing ↗ |
| 2026-08-31 | Hintelmann Robert Victor Jr. | Award / grant (A) | Common Stock | 76 | USD 54.77 | USD 4,163 | SEC filing ↗ |
| 2026-08-21 | George Georgette R. | W (W) | Common Stock | 9,858 | USD 0.00 | USD 0 | SEC filing ↗ |
| 2026-08-20 | WILSON DAVID | Purchase (P) | Common Stock | 35 | USD 70.57 | USD 2,470 | SEC filing ↗ |
| 2026-08-14 | Geary James P II | Sale (S) | Common Stock | 3,150 | USD 72.83 | USD 229,407 | SEC filing ↗ |
| 2026-08-12 | Poillon Diane | Purchase (P) | Common Stock | 1,200 | USD 73.67 | USD 88,404 | SEC filing ↗ |
| 2026-08-11 | Burke James Mason | Sale (S) | Common Stock | 1,500 | USD 73.03 | USD 109,545 | SEC filing ↗ |
| 2026-08-06 | McLaughlin Shawn Patrick | Purchase (P) | Common Stock | 1,000 | USD 73.25 | USD 73,250 | SEC filing ↗ |
| 2026-08-04 | WILSON DAVID | Purchase (P) | Common Stock | 34 | USD 73.69 | USD 2,505 | SEC filing ↗ |
| 2026-08-04 | Barnwell Julian Forrest Jr. | J (J) | Common Stock | 91,361 | USD 0.00 | USD 0 | SEC filing ↗ |
| 2026-08-03 | Geary James P II | Sale (S) | Common Stock | — | USD — | USD — | SEC filing ↗ |
| 2026-08-03 | Geary James P II | Sale (S) | Common Stock | 3,150 | USD 73.93 | USD 232,880 | SEC filing ↗ |
| 2026-08-03 | Bonnafe Katherine Diane | Sale (S) | Common Stock | 1,000 | USD 73.65 | USD 73,650 | SEC filing ↗ |
| 2026-08-03 | George Georgette R. | Sale (S) | Common Stock | 1,000 | USD 73.67 | USD 73,670 | SEC filing ↗ |
| 2026-07-31 | WILSON DAVID | Purchase (P) | Common Stock | 100 | USD 73.68 | USD 7,368 | SEC filing ↗ |
| 2026-07-31 | WILSON DAVID | Gift (G) | Common Stock | 100 | USD 0.00 | USD 0 | SEC filing ↗ |
| 2026-07-30 | TISSUE ROBERT S | Option exercise / conversion (M) | Common Stock | 17,120 | USD 47.75 | USD 817,396 | SEC filing ↗ |
| 2026-07-30 | TISSUE ROBERT S | Tax withholding (F) | Common Stock | 12,914 | USD 73.63 | USD 950,858 | SEC filing ↗ |
| 2026-07-29 | Freeman Danyl R | Tax withholding (F) | Common Stock | 2,003 | USD 74.08 | USD 148,382 | SEC filing ↗ |
| 2026-07-29 | Freeman Danyl R | Option exercise / conversion (M) | Common Stock | 2,836 | USD 43.33 | USD 122,884 | SEC filing ↗ |
| 2026-07-29 | Freeman Danyl R | Tax withholding (F) | Common Stock | 2,002 | USD 74.08 | USD 148,308 | SEC filing ↗ |
| 2026-07-28 | BOYLE DAVID P | Gift (G) | Common Stock | 1,752 | USD 0.00 | USD 0 | SEC filing ↗ |
| 2026-07-17 | TISSUE ROBERT S | Option exercise / conversion (M) | Common Stock | 12,709 | USD 48.80 | USD 620,188 | SEC filing ↗ |
| 2026-07-17 | TISSUE ROBERT S | Tax withholding (F) | Common Stock | 9,777 | USD 72.85 | USD 712,254 | SEC filing ↗ |
| 2026-07-16 | Ritchie Bradford E | Option exercise / conversion (M) | Common Stock | 2,749 | USD 51.58 | USD 141,793 | SEC filing ↗ |
| 2026-07-16 | Ritchie Bradford E | Tax withholding (F) | Common Stock | 2,222 | USD 70.76 | USD 157,229 | SEC filing ↗ |
Multiple price lines in one filing are grouped and share-weighted. Price and value are blank when a grouped filing line lacks price evidence.
Snapshot & identity
| Snapshot date | 2026-10-18 |
|---|---|
| Ranking version | US-v1.2 |
| Data quality | PASS ELIGIBLE · — |
| Ticker | BHRB |
| CIK | 0001964333 |
| Sector | Financial Services |
| Industry | Banks—Regional Yahoo Finance |
| SEC SIC | 6021 National Commercial Banks |
| Exchange | Nasdaq |
Data coverage
| Local Form 4 history | 406 transaction lines from 2023-06-03 to 2026-08-31 129 P purchase lines · 10 S sale lines · 267 other lines |
|---|---|
| SEC company submissions | Open SEC filings ↗ |
Local ledger as of 2026-10-18. Mapping status is an audit field and does not erase SEC filing evidence.