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See how Context works →On the price, the facts of the public record■Insider buy□Insider sell●Results filed
With an account, also○dividends▲splits◌next earningswith an account
End-of-day prices provided by Twelve Data · One close per session; the series does not update during the trading day.
Latest on record
The most recent facts, as filed.
Up to three of the most recent, checkable facts already loaded on this page, each linked to its source.
- Sep 30, 2026Material event · 8-KFiled by the company itself.Open the filing ↗
- Sep 28, 2026Material event · 8-KFiled by the company itself.Open the filing ↗
- Sep 18, 2026Material event · 8-KFiled by the company itself.Open the filing ↗
In numbers
What this profile holds, counted.
Closes · 1 year250
SEC filings on record49110 flagged findings
Reported transactions (Form 4)80since Jun 17, 2024 · and 40 other holdings
Corporate events (8-K)21since Aug 25, 2023
What the record says
Description, identity and filings, each with its source.
Every block cites its source. The colour of a finding marks its category — which document, who filed it — not how much it matters.
Regulatory history
Topics detected in its SEC reports, with the original excerpt.
Each topic is assigned by a classifier over the full filing; the excerpts show where it was detected and are not always enough to verify it. Open the filing to read it in full.
- 2026-05-08capital return (buybacks/dividends)recentOpen filing ↗“…securities laws. Item 1A. Risk Factors There have been no material changes in the risk factors that were disclosed in Item 1A,…”
+1 more passage from the same document
- “…February 1 - 28, 2026 — — — 50,000,000 March 1 - 31, 2026 104 61.97 — 50,000,000 (1) Shares purchased during the period that were…”
- 2026-05-08bank capital and credit cost contextrecentOpen filing ↗“…expense Deposits 26,720 31,851 Short-term borrowings 4,590 3,192 Subordinated debt 2,269 2,729 Other interest expense 34 27 Total…”
+1 more passage from the same document
- “…136,806 132,289 Total deposits 6,332,265 6,541,871 Short-term borrowings 525,000 300,000 Total shareholders’ equity 864,504 758,000…”
- 2026-05-08merger or acquisition eventrecentOpen filing ↗“…consumer loans, a substantial portion of which are secured by real estate. Merger with LINKBANCORP, Inc. Effective on May 1, 2026…”
+1 more passage from the same document
- “…Inc. Effective on May 1, 2026 (the “Closing Date”), Burke & Herbert Financial Services Corp., a Virginia corporation (“Burke &…”
- 2026-05-01merger or acquisition eventrecentOpen filing ↗“…pursuant to outstanding and unvested awards of stock options granted under the LINKBANCORP, Inc. 2022 Equity Incentive Plan, the…”
+1 more passage from the same document
- “…awards of stock options granted under the LINKBANCORP, Inc. 2022 Equity Incentive Plan, the LINKBANCORP, Inc. 2019 Equity…”
- 2026-05-01share offering or dilution eventrecentOpen filing ↗“…Exchange Ratio, rounded up to the nearest cent. Each Assumed Option shall continue to have, and shall be subject to, the same terms…”
+1 more passage from the same document
- “…Option shall continue to have, and shall be subject to, the same terms and conditions as applied to the corresponding LNKB Option…”
- 2026-05-01merger or acquisition eventrecentOpen filing ↗“…to Section 13(a) of the Exchange Act. ☐ Item 2.01 - Completion of Acquisition or Disposition of Assets Effective on May 1, 2026…”
+1 more passage from the same document
- “…of Assets Effective on May 1, 2026 (the “Closing Date”), Burke & Herbert Financial Services Corp., a Virginia corporation (“Burke…”
Original excerpts from SEC filings, untranslated. Not advice and not a prediction.
The 25 most recent filings (of 491)
Every SEC filing, newest first, with what it is. Below, each type with its own explanation.
- Sep 30, 268-K ↗Current report · Entered a material agreement
- Sep 30, 26424B5 ↗Securities offering
- Sep 28, 268-K ↗Current report · Other events
- Sep 28, 26424B5 ↗Securities offering
- Sep 18, 268-K ↗Current report · Communication to the market
- Aug 24, 26SCHEDULE 13G/A ↗Passive stake · LEHMAN KENNETH R · 4.9% · event on Aug 13, 26 · amendment
- Aug 18, 26Form 4/A ↗Insider transaction · amendment
- Aug 14, 26Form 144 ↗Notice of proposed sale
Insider transaction · 3 Form 4/A filingsshow all 3hide
- Aug 12, 26Form 4/A ↗Insider transaction · amendment
- Aug 12, 26Form 4/A ↗Insider transaction · amendment
- Aug 12, 26Form 4/A ↗Insider transaction · amendment
- Aug 11, 268-K ↗Current report · A senior executive left or was appointed
- Aug 11, 26Form 144 ↗Notice of proposed sale
- Aug 7, 2610-Q ↗Quarterly report
491 filings on record, the oldest from Mar 29, 23.
Listing the 25 most recent filings of the 491 on record.
615
- Sep 30, 26Entered a material agreement+2 more in the same filing8-K 1.01 ↗
3 senior executive changes2026show all 3hide
- Aug 11, 26A senior executive left or was appointed+1 more in the same filing8-K 5.02 ↗
- Jul 7, 26A senior executive left or was appointed+1 more in the same filing8-K 5.02 ↗
- Jun 23, 26A senior executive left or was appointed+1 more in the same filing8-K 5.02 ↗
- May 1, 26Completed an acquisition or disposal+4 more in the same filing8-K 2.01 ↗
3 senior executive changes2025 – 2026show all 3hide
- Mar 13, 26A senior executive left or was appointed+1 more in the same filing8-K 5.02 ↗
- Jan 28, 26A senior executive left or was appointed+1 more in the same filing8-K 5.02 ↗
- Dec 23, 25A senior executive left or was appointed+1 more in the same filing8-K 5.02 ↗
- Dec 18, 25Entered a material agreement+3 more in the same filing8-K 1.01 ↗
7 senior executive changes2024 – 2025show all 7hide
- Oct 29, 25A senior executive left or was appointed+1 more in the same filing8-K 5.02 ↗
- Apr 21, 25A senior executive left or was appointed8-K 5.02 ↗
- Mar 19, 25A senior executive left or was appointed8-K 5.02 ↗
- Jan 29, 25A senior executive left or was appointed+2 more in the same filing8-K 5.02 ↗
- Dec 3, 24A senior executive left or was appointed+1 more in the same filing8-K 5.02 ↗
- Nov 13, 24A senior executive left or was appointed+1 more in the same filing8-K 5.02 ↗
- May 9, 24A senior executive left or was appointed8-K/A 5.02 ↗
- May 3, 24Took on a new financial obligation+6 more in the same filing8-K 2.03 ↗
- Aug 25, 23Entered a material agreement+3 more in the same filing8-K 1.01 ↗
Corporate events are tracked from 2004-08-23, when the SEC renumbered 8-K items. Earlier filings use an incompatible numbering and are not classified here.
Schedule 13G: short-form filing
The short form, for holders who meet specific requirements: institutional investors, passive investors without a control purpose, or exempt investors. Asset managers and index funds usually file it.
- Kenneth R. Lehman5.8%May 1, 26SCHEDULE 13G ↗
- The Vanguard Group5.1%Jun 30, 25SCHEDULE 13G ↗
- LEHMAN KENNETH R4.9%Aug 13, 26SCHEDULE 13G/A ↗
Structured 13D/G data starts 2023-12, when the SEC moved these filings to a machine-readable format. Earlier filings exist but are not parsed here.
Sale intention announced
On Aug 14, Geary James P II filed notice of intent to sell up to $230K. That is about 0.02% of shares outstanding.
A notice is not a sale: it may not go ahead, may happen in part, or at a different price.
After the notice, they sold $229K across 2 trades on Aug 14, per their Form 4. That is 100% of the shares announced so far, and the window is still open.
View notice (Form 144) ↗+2 more recent notices · 1 with a later sale
- Aug 20, 26Buy$2KDAVID WILSON↗
- Aug 14, 26Sell$19KJames P Geary II↗
- Aug 14, 26Sell$210KJames P Geary II↗
- Aug 12, 26Buy$88KDiane Poillon↗
- Aug 11, 26Sell$110KJames Mason Burke↗
- Aug 6, 26Buy$73KShawn Patrick McLaughlin↗
- Aug 4, 26Buy$3KDAVID WILSON↗
- Aug 3, 26Sell$74KGeorgette R. George↗
- Aug 3, 26Sell$74KKatherine Diane Bonnafe↗
- Aug 3, 26Sellamount n/aJames P Geary II↗
- Jul 31, 26Buy$7KDAVID WILSON↗
Stock compensation, tax and giftsshow the 29 other transactionshide
Stock compensation, tax withholding, option exercises and gifts. They are listed separately and are not included in the purchase and sale totals. The type describes the transaction, not the filer's intent.
- Aug 31, 26Compensation$7KKirtan ParikhEVP, Chief Financial Officer↗
- Aug 31, 26Compensation$3KShannon Barrow RowanEVP, Wealth Services↗
- Aug 31, 26Compensation$9KJennifer Palmer SchmidtEVP, Chief Risk Officer↗
- Aug 31, 26Compensation$7KLauren N. KimlelEVP, Retail Banking↗
- Aug 31, 26Compensation$4KRobert Victor Hintelmann Jr.Chief Credit Officer↗
- Aug 31, 26Compensation$6KPatrick Kip HuffmanSVP, Chief Accounting Officer↗
- Aug 21, 26Otheramount n/aGeorgette R. George↗
- Aug 4, 26Otheramount n/aJulian Forrest Barnwell Jr.↗
- Aug 4, 26Otheramount n/aJulian Forrest Barnwell Jr.↗
- Jul 31, 26Giftamount n/aDAVID WILSON↗
- Jul 30, 26Compensation$376KROBERT S TISSUEEVP, Balance Sheet Strategy↗
- Jul 30, 26Compensation$441KROBERT S TISSUEEVP, Balance Sheet Strategy↗
- Jul 30, 26Tax$951KROBERT S TISSUEEVP, Balance Sheet Strategy↗
- Jul 29, 26Compensation$123KDanyl R FreemanChief Human Resources Officer↗
- Jul 29, 26Tax$148KDanyl R FreemanChief Human Resources Officer↗
- Jul 28, 26Giftamount n/aDAVID P BOYLEChair & CEO↗
- Jul 17, 26Compensation$408KROBERT S TISSUEEVP, Financial Strategy↗
- Jul 17, 26Compensation$212KROBERT S TISSUEEVP, Financial Strategy↗
- Jul 17, 26Tax$712KROBERT S TISSUEEVP, Financial Strategy↗
- Jul 16, 26Compensation$142KBradford E RitchieEVP, Chief Lending Officer↗
- Jul 16, 26Tax$157KBradford E RitchieEVP, Chief Lending Officer↗
- Jul 1, 26Compensation$64KAngela R ZirkEVP, Chief Experience Officer↗
- Jul 1, 26Tax$76KAngela R ZirkEVP, Chief Experience Officer↗
- Jun 29, 26Compensation$408KH CHARLES MADDY IIIPresident↗
- Jun 29, 26Compensation$775KH CHARLES MADDY IIIPresident↗
- Jun 29, 26Tax$1.3MH CHARLES MADDY IIIPresident↗
- Jun 29, 26Tax$1.3MH CHARLES MADDY IIIPresident↗
- Jun 25, 26Compensation$756KH CHARLES MADDY IIIPresident↗
- Jun 25, 26Tax$858KH CHARLES MADDY IIIPresident↗
The full record holds 412 transactions and goes back to Apr 21, 23.
Its sector and its market
Burke & Herbert Financial Services Corp. among Financials companies
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Coverage
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- Prices
- End-of-day closes provided by Twelve Data. One close per session; not real time. Closes adjusted for splits.
- Series quality
- 250 clean closes in the period.
- SEC records
- 491 documents on file, from Mar 29, 2023 to Sep 30, 2026.
- Company description
- No description available.
- This page
- Generated on Oct 19, 2026; refreshed through the day.
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No. It is one close per session, from the provider and with the date shown on the profile; it does not update during the trading day.
Which SEC documents appear here?
Those filed with the SEC by the company, its insiders and its major shareholders, within our coverage: periodic reports (10-K, 10-Q, 20-F), material events (8-K), proposed sale notices (Form 144), insider transactions (Form 4) and stakes above 5% (13D/13G). Each links to the original on EDGAR.
Why does a European company show no SEC records?
It depends on the company: some European issuers file a 20-F or 6-K with the SEC and others don't. The profile shows whatever is on record; when there is nothing, it says so rather than guessing why. Europe does not yet have a common filing archive like EDGAR in the United States. The EU will open its own, ESAP, in July 2027 (managers' transactions arrive in January 2028), and we plan to add it once it is available.
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