Burke & Herbert Financial Services Corp.

BHRB

Burke & Herbert Financial Services Corp.

BHRB

Insider Sentiment (TTM):

Last Purchase:2026-06-03Last Sale:2026-05-20Shares Purchased (TTM):15,000Shares Sold (TTM):1,112

Institutional Sentiment:

As of:2026-03-31Institutional Shares Owned:6,629,508Shares Outstanding:15,037,330Institutional Ownership Pct.:44.09%

Earnings Market Reaction:

Filing Date:2026-05-08Price on Filing Date:N/APrevious Close:N/A% Change:N/A

Companies in National Commercial Banks

BFC JPM BAC WFC C LARK

Burke & Herbert Financial Services Corp. (BHRB) — SEC Financial Statements & Analysis

Burke & Herbert Financial Services Corp. (BHRB) files its annual 10-K and quarterly 10-Q reports directly with the SEC. The financial data below is sourced as-filed from EDGAR — balance sheet, income statement, and cash flow as reported, without normalization or third-party adjustments.

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Financial Statements

10‑Q10‑K

Values in Millions ($)	2026-03-31	2025-12-31	2025-09-30	2025-06-30	2025-03-31	2024-12-31	2024-09-30	2024-06-30	2024-03-31	2023-12-31	2023-09-30	2023-06-30
Cash And Due From Banks	54	53	55	65	63	36	45	35	9	9	9	9
Interest Bearing Deposits In Banks	16	236	76	260	86	100	247	177	45	36	33	72
Cash And Cash Equivalents At Carrying Value	70	289	132	325	149	135	292	212	54	44	42	81
Debt Securities Available For Sale Excluding Accru…	1,826	1,616	1,598	1,523	1,437	1,432	1,436	1,415	1,276	1,248	1,224	1,252
Restricted Investments	46	42	42	42	35	34	17	15	16	6	7	4
Loans Receivable Held For Sale Amount	0	0	1	2	1	2	4	3	2	1	3	0
Financing Receivable Excluding Accrued Interest Be…	5,405	5,388	5,559	5,590	5,648	5,672	5,574	5,617	2,118	2,088	2,071	2,001
Financing Receivable Allowance For Credit Loss Exc…	-68	-68	-68	-67	-68	-68	-68	-68	-25	-25	-26	-26
Assets
Assets	7,928	7,921	7,889	8,053	7,838	7,812	7,865	7,810	3,696	3,618	3,585	3,569
Financing Receivable Excluding Accrued Interest Af…	5,337	5,320	5,492	5,523	5,580	5,604	5,506	5,549	2,094	2,062	2,045	1,975
Other Real Estate	3	3	3	3	3	3	3	3	-	0	-	0
Property Plant And Equipment Net	137	137	136	134	132	132	135	136	62	61	58	56
Interest Receivable	38	35	35	35	34	34	33	33	16	16	16	15
Intangible Assets Net Excluding Goodwill	38	42	45	49	53	57	62	66	-	0	-	-
Goodwill	36	34	34	34	33	33	33	33	0	0	0	0
Bank Owned Life Insurance	215	213	183	182	184	183	182	182	95	94	94	94
Other Assets	183	189	187	201	197	162	163	163	82	84	97	92
Liabilities And Stockhold…
Noninterest Bearing Deposit Liabilities	1,367	1,336	1,358	1,364	1,382	1,380	1,392	1,397	823	830	853	876
Interest Bearing Deposit Liabilities	4,965	5,068	5,054	5,027	5,159	5,135	5,209	5,243	2,167	2,172	2,132	2,129
Deposits	6,332	6,404	6,412	6,391	6,542	6,515	6,601	6,640	2,990	3,002	2,986	3,005
Liabilities
Liabilities	7,063	7,066	7,067	7,273	7,080	7,082	7,127	7,117	3,377	3,303	3,314	3,279
Short Term Borrowings	525	450	450	650	300	365	320	285	-	272	-	-
Subordinated Debt	72	70	69	98	96	95	94	92	-	0	-	-
Junior Subordinated Debenture Owed To Unconsolidat…	17	17	17	17	17	17	17	17	-	0	-	-
Preferred Stock Value	10	10	10	10	10	10	10	10	0	0	0	0
Common Stock Value	8	8	8	8	8	8	8	8	4	4	4	4
Additional Paid In Capital	-	-	-	-	-	-	-	-	15	14	14	13
Stockholders Equity
Additional Paid In Capital Common Stock	407	406	405	403	403	401	400	400	-	14	-	-
Stockholders Equity	865	855	822	780	758	730	738	693	319	315	271	290
Retained Earnings Accumulated Deficit	536	517	495	474	453	434	423	403	429	427	427	427
Accumulated Other Comprehensive Income Loss Net Of…	-69	-59	-68	-88	-88	-96	-76	-100	-101	-103	-146	-126
Treasury Stock Common Value	-28	-28	-28	-28	-28	-28	-28	-28	-28	-28	-28	-28
Liabilities And Stockholders Equity	7,928	7,921	7,889	8,053	7,838	7,812	7,865	7,810	3,696	3,618	3,585	3,569
Preferred Stock Par Or Stated Value Per Share	1	1	1	1	1	1	1	1	1	1	1	1
Preferred Stock Shares Authorized	2	2	2	2	2	2	2	2	2	2	2	2
Preferred Stock Shares Issued	0	0	0	0	0	0	0	0	0	0	0	0
Preferred Stock Shares Outstanding	0	0	0	0	0	0	0	0	0	0	0	0
Common Stock Par Or Stated Value Per Share	0.5	0.5	0.5	0.5	0.5	0.5	0.5	0.5	0.5	0.5	0.5	0.5
Common Stock Shares Authorized	40	40	40	40	40	40	40	40	40	40	40	40
Common Stock Shares Issued	16	16	16	16	16	16	16	16	16	16	16	16
Shares Outstanding	15	15	15	15	15	15	15	15	15	15	15	15
Treasury Stock Common Shares	1	1	1	1	1	1	1	1	1	1	1	1

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Earnings Market Reaction

10‑Q10‑K

Fiscal Year	Q1 1 Month	Q1 2 Month	Q1 3 Month	Q2 1 Month	Q2 2 Month	Q2 3 Month	Q3 1 Month	Q3 2 Month	Q3 3 Month	Q4 1 Month	Q4 2 Month	Q4 3 Month
2026	0.54%	12.78%	-	-	-	-	-	-	-	-	-	-
2025	1.34%	6.24%	11.90%	12.18%	10.56%	8.90%	8.98%	5.37%	6.91%	-6.30%	2.81%	-3.76%
2024	3.67%	5.49%	42.20%	3.83%	-3.43%	3.71%	1.80%	-11.65%	-6.61%	-17.42%	-3.80%	-1.72%
2023	-5.01%	-36.29%	-33.71%	-5.48%	-13.40%	-18.24%	13.08%	43.23%	34.89%	-1.44%	-8.33%	-8.55%
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Performance and Valuation Metrics

Metrics	2026-03-31	2025-12-31	2025-09-30	2025-06-30	2025-03-31	2024-12-31	2024-09-30	2024-06-30	2024-03-31	2023-12-31	2023-09-30	2023-06-30
Leverage & Debt
Interest Coverage TTM	-0.51	-0.51	-0.57	-0.58	-0.76	-0.67	-0.46	-0.15	1.38	1.47	-	-
Per Share Metrics
Diluted EPS TTM	7.78	7.78	7.01	6.90	3.78	2.82	1.37	-0.23	1.35	1.51	-	-
Free Cash Flow Per Share TTM	5.65	6.41	9.62	10.34	7.45	6.55	0.47	-2.60	1.72	1.90	-	-
Dividend Per Share TTM	2.26	2.26	2.26	2.24	2.21	2.31	1.61	1.64	1.06	1.06	-	-
Margin Metrics
Gross Profit Margin TTM	-1,189.22%	-1,325.93%	-1,671.01%	-1,830.24%	-1,864.75%	-1,849.94%	-1,585.60%	-1,362.61%	-1,183.13%	-1,070.92%	-	-
Operating Profit Margin TTM	1,293.67%	1,386.30%	1,454.85%	1,459.12%	813.00%	554.22%	343.57%	-48.63%	420.22%	468.08%	-	-
Net Profit Margin TTM	1,047.06%	1,122.01%	1,211.05%	1,228.08%	690.71%	486.64%	279.88%	-44.12%	374.91%	423.83%	-	-
Growth Metrics
Net Revenue Growth (1Y)	36.68%	45.23%	19.20%	33.03%	51.27%	34.46%	-	-	-	-	-	-
Net Income Growth (1Y)	107.19%	234.84%	415.77%	-3,803.11%	178.69%	54.38%	-	-	-	-	-	-
EPS Growth (1Y)	106.35%	176.54%	413.13%	-3,105.71%	176.65%	85.06%	-	-	-	-	-	-
Valuation Metrics
P/E TTM	7.89	7.84	8.52	8.35	14.15	20.92	41.74	-206.84	37.71	37.61	-	-
P/B	1.07	1.08	1.10	1.11	1.06	1.00	1.16	0.83	2.41	2.71	2.30	2.94
P/S TTM	82.61	87.94	103.22	102.53	97.73	101.79	116.81	91.26	141.36	159.41	-	-
Market Cap	928.41M	919.37M	903.06M	865.07M	803.64M	732.82M	857.41M	578.75M	768.46M	853.48M	623.17M	852.44M
Enterprise Value	1.38B	1.08B	1.22B	1.19B	954.80M	962.51M	885.81M	651.99M	714.38M	1.08B	581.31M	771.64M
Calculated Values
Free Cash Flow TTM	84.99M	96.23M	144.50M	155.12M	111.52M	81.23M	6.96M	-31.64M	25.59M	28.26M	-	-
Net Debt	455.41M	160.87M	318.29M	324.85M	151.15M	229.69M	28.40M	73.24M	-54.08M	227.50M	-41.86M	-80.80M
Per-Share and Margin
EPS TTM
Adjusted EPS TTM
Cash Flow Per Share TTM
Pretax Margin TTM
Stock Comp to Revenue TTM
Turnover Ratios and Averages
Average Assets
Average Equity
Average Inventory
Average Receivables
Average Accounts Payables
Inventory Turnover TTM
Payables Turnover TTM
Days Inventory Outstanding TTM
Days Payables Outstanding TTM
Cash Conversion Cycle TTM
Working Capital to Revenue
Deferred Revenue to Revenue
Growth Rates
Total Assets Growth (1Y)
Total Assets Growth (3Y)
Total Assets Growth (5Y)
Dividends Paid Growth (1Y)
Dividends Paid Growth (3Y)
Dividends Paid Growth (5Y)
EPS Growth (3Y)
EPS Growth (5Y)
Net Income Growth (3Y)
Net Income Growth (5Y)
Net Profit Margin Growth (1Y)
Net Profit Margin Growth (3Y)
Net Profit Margin Growth (5Y)
Net Revenue Growth (3Y)
Net Revenue Growth (5Y)
Deferred Revenue Growth (1Y)
Retained Earnings Growth (1Y)
Credit, Liquidity, Returns, Payout
Cash Ratio
Net Working Capital
Debt to EBITDA TTM
Net Debt to EBITDA TTM
Net Debt to Equity
Altman A
Altman B
Altman C
Altman D
Altman E
Altman Z-Score
ROA TTM
ROE TTM
NOPAT TTM
ROIC TTM
Effective Tax Rate TTM
Payout Ratio TTM
Dilution Ratio
Retained Earnings to Equity
Treasury Stock to Equity
Treasury Stock Change (1Y)
Accrued to Current Liabilities
Valuation Ratios
P/CF TTM
Dividend Yield TTM
Free Cash Flow Yield TTM
EV EBITDA TTM
EV EBIT TTM
Stock Compensation TTM
Adjusted Net Income TTM
Billings TTM
Total Debt
Invested Capital

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Insider Transactions

2026-06-03Purchase

Owner: Barnwell, Julian Forrest …

Title: -

Shares: 5,000

Price/Share: $62.76

Value: $313,800.00

Shares Owned: 26,580

Relationship: Director

Ownership: Direct

2026-05-20Sale

Owner: Upson, Jill S

Title: -

Shares: 1,112

Price/Share: $63.31

Value: $70,400.72

Shares Owned: 2,000

Relationship: Director

Ownership: Direct

2026-05-12Purchase

Owner: Riojas, Jose David

Title: -

Shares: 300

Price/Share: $62.00

Value: $18,600.00

Shares Owned: 11,500

Relationship: Director

Ownership: Direct

2026-05-11Purchase

Owner: Barnwell, Julian Forrest …

Title: -

Shares: 5,000

Price/Share: $63.05

Value: $315,250.00

Shares Owned: 208,939

Relationship: Director

Ownership: Indirect

2026-04-29Purchase

Owner: Mclaughlin, Shawn Patrick

Title: -

Shares: 1,000

Price/Share: $63.55

Value: $63,550.00

Shares Owned: 69,000

Relationship: Director

Ownership: Direct

Filed Date	Owner	Relationship	Title	Ownership	Purchase/Sale	No. Shares	Price Per Share	Value	Shares Owned	Document Type
2026-06-03	Barnwell, Julian Forrest …	Director	-	Direct	Purchase	5,000	62.76	$313,800.00	26,580	4
2026-05-20	Upson, Jill S	Director	-	Direct	Sale	1,112	63.31	$70,400.72	2,000	4
2026-05-12	Riojas, Jose David	Director	-	Direct	Purchase	300	62.00	$18,600.00	11,500	4
2026-05-11	Barnwell, Julian Forrest …	Director	-	Indirect	Purchase	5,000	63.05	$315,250.00	208,939	4/A
2026-04-29	Mclaughlin, Shawn Patrick	Director	-	Direct	Purchase	1,000	63.55	$63,550.00	69,000	4
2026-04-28	Mclaughlin, Shawn Patrick	Director	-	Direct	Purchase	1,000	64.80	$64,800.00	68,000	4
2025-10-28	Mclaughlin, Shawn Patrick	Director	-	Direct	Purchase	1,000	61.00	$61,000.00	67,000	4
2025-09-15	Hinkle, Gary L	Director	-	Indirect	Purchase	1,700	61.60	$104,720.00	250,159	4
2025-06-05	Riojas, Jose David	Director	-	Indirect	Purchase	500	55.85	$27,925.00	19,000	4
2025-06-02	Anderson, Mark Guthrie	Director	-	Direct	Purchase	2,000	56.47	$112,940.00	27,700	4
2025-05-29	Mclaughlin, Shawn Patrick	Director	-	Direct	Purchase	1,000	56.25	$56,250.00	66,000	4
2025-05-23	Hinson, Samuel Laing Iii	Director	-	Indirect	Purchase	4,802	55.00	$264,110.00	33,602	4
2025-05-19	Anderson, Mark Guthrie	Director	-	Direct	Purchase	2,300	57.25	$131,675.00	24,700	4
2025-05-07	Mclaughlin, Shawn Patrick	Director	-	Direct	Purchase	1,000	56.50	$56,500.00	64,000	4
2025-04-30	Piccirillo, Charles	Director	-	Direct	Purchase	500	54.45	$27,225.00	19,320	4
2025-04-29	Riojas, Jose David	Director	-	Indirect	Purchase	500	55.00	$27,500.00	18,500	4
2025-04-29	Anderson, Mark Guthrie	Director	-	Direct	Purchase	3,000	52.99	$158,970.00	22,400	4
2025-04-29	Hinson, Samuel Laing Iii	Director	-	Indirect	Purchase	4,000	53.00	$212,000.00	28,800	4
2025-04-21	Huffman, Patrick Kip	Officer	SVP, Chief Accounting Officer	Direct	Purchase	1,000	0.00	$0.00	1,000	4
2025-03-17	Hintelmann, Robert Victor…	Officer	Chief Credit Officer	Direct	Purchase	3,500	0.00	$0.00	3,500	4
2025-03-13	Barnwell, Julian Forrest …	Director	-	Indirect	Purchase	1,140	58.38	$66,553.20	91,361	4
2025-03-11	Riojas, Jose David	Director	-	Direct	Purchase	100	58.00	$5,800.00	10,200	4
2025-03-10	Barnwell, Julian Forrest …	Director	-	Indirect	Purchase	1,000	58.80	$58,800.00	84,083	4
2025-03-07	Barnwell, Julian Forrest …	Director	-	Indirect	Purchase	1,000	59.75	$59,750.00	83,083	4
2025-03-06	Riojas, Jose David	Director	-	Direct	Purchase	100	60.20	$6,020.00	10,100	4
2025-03-05	Barnwell, Julian Forrest …	Director	-	Indirect	Purchase	2,000	60.50	$121,000.00	203,939	4
2025-03-04	Barnwell, Julian Forrest …	Director	-	Indirect	Purchase	4,000	61.88	$247,520.00	201,939	4
2025-02-26	Barnwell, Julian Forrest …	Director	-	Indirect	Purchase	2,000	61.75	$123,500.00	197,939	4
2025-02-24	Barnwell, Julian Forrest …	Director	-	Indirect	Purchase	6,000	62.32	$373,920.00	195,939	4
2025-02-24	Mclaughlin, Shawn Patrick	Director	-	Direct	Purchase	1,000	62.35	$62,350.00	63,000	4
2025-02-21	Barnwell, Julian Forrest …	Director	-	Indirect	Purchase	2,000	62.50	$125,000.00	189,939	4
2025-02-13	Barnwell, Julian Forrest …	Director	-	Indirect	Purchase	5,000	63.75	$318,750.00	187,939	4
2025-02-10	Hinkle, Gary L	Director	-	Indirect	Purchase	3,000	64.97	$194,910.00	248,459	4
2025-02-05	Hinkle, Gary L	Director	-	Indirect	Purchase	1,104	64.43	$71,130.72	245,459	4
2025-01-31	Hinkle, Gary L	Director	-	Indirect	Purchase	1,000	64.48	$64,480.00	244,355	4
2025-01-29	Mclaughlin, Shawn Patrick	Director	-	Direct	Purchase	1,000	63.00	$63,000.00	62,000	4
2024-12-13	Hinkle, Gary L	Director	-	Indirect	Purchase	5,000	69.40	$347,000.00	243,355	4
2024-12-13	Barnwell, Julian Forrest …	Director	-	Indirect	Purchase	3,000	68.75	$206,250.00	182,939	4
2024-12-09	Mclaughlin, Shawn Patrick	Director	-	Direct	Purchase	555	69.35	$38,489.25	61,000	4
2024-12-05	Mclaughlin, Shawn Patrick	Director	-	Direct	Purchase	195	69.50	$13,552.50	60,445	4
2024-11-18	Hinkle, Gary L	Director	-	Indirect	Purchase	1,548	68.50	$106,038.00	238,355	4/A
2024-10-31	Burke, James Mason	Director	-	Indirect	Sale	2,000	64.22	$128,440.00	258,980	4
2024-10-29	Anderson, Mark Guthrie	Director	-	Direct	Purchase	1,200	64.16	$76,992.00	19,400	4
2024-08-23	Hinkle, Gary L	Director	-	Indirect	Purchase	5,000	68.09	$340,450.00	233,155	4
2024-08-09	Mclaughlin, Shawn Patrick	Director	-	Direct	Purchase	500	59.00	$29,500.00	59,250	4
2024-08-05	Mclaughlin, Shawn Patrick	Director	-	Direct	Purchase	250	59.50	$14,875.00	58,750	4
2024-07-31	Burke, James Mason	Director	-	Direct	Sale	2,000	66.81	$133,620.00	11,480	4
2024-06-10	Riojas, Jose David	Director	-	Indirect	Purchase	1,397	47.47	$66,315.59	16,000	4
2024-06-06	Riojas, Jose David	Director	-	Indirect	Purchase	3	47.75	$143.25	14,603	4
2024-06-04	Barnwell, Julian Forrest …	Director	-	Indirect	Purchase	1,000	48.49	$48,490.00	90,221	4
2024-06-03	Barnwell, Julian Forrest …	Director	-	Indirect	Purchase	4,000	49.66	$198,640.00	179,939	4
2024-05-23	Barnwell, Julian Forrest …	Director	-	Indirect	Purchase	3,000	48.00	$144,000.00	89,221	4
2024-05-23	Riojas, Jose David	Director	-	Indirect	Purchase	600	48.00	$28,800.00	14,600	4
2024-05-22	Mclaughlin, Shawn Patrick	Director	-	Direct	Purchase	650	49.30	$32,045.00	52,500	4
2024-05-22	Hinkle, Gary L	Director	-	Indirect	Purchase	3,482	49.47	$172,254.54	228,155	4
2024-05-22	Barnwell, Julian Forrest …	Director	-	Indirect	Purchase	2,000	49.20	$98,400.00	176,939	4
2024-05-21	Hinkle, Gary L	Director	-	Indirect	Purchase	1,518	49.85	$75,672.30	224,673	4
2024-05-20	Hinkle, Gary L	Director	-	Indirect	Purchase	2,039	50.25	$102,459.75	222,169	4
2024-05-17	Hinkle, Gary L	Director	-	Indirect	Purchase	470	50.54	$23,753.80	220,130	4
2024-05-16	Hinkle, Gary L	Director	-	Indirect	Purchase	210	50.25	$10,552.50	219,660	4
2024-05-15	Hinkle, Gary L	Director	-	Indirect	Purchase	600	50.28	$30,168.00	219,450	4
2024-05-14	Hinkle, Gary L	Director	-	Indirect	Purchase	2,779	49.50	$137,560.50	218,850	4
2024-05-13	Hinkle, Gary L	Director	-	Indirect	Purchase	613	49.65	$30,435.45	216,071	4
2024-05-10	Hinkle, Gary L	Director	-	Indirect	Purchase	1,608	49.60	$79,756.80	215,458	4
2024-05-01	Mclaughlin, Shawn Patrick	Director	-	Direct	Purchase	850	52.51	$44,633.50	51,850	4
2024-04-30	Riojas, Jose David	Director	-	Indirect	Purchase	400	52.50	$21,000.00	14,000	4
2024-03-15	Barnwell, Julian Forrest …	Director	-	Indirect	Purchase	3,000	52.00	$156,000.00	174,939	4
2024-03-04	Mclaughlin, Shawn Patrick	Director	-	Direct	Purchase	500	55.65	$27,825.00	51,000	4
2024-02-21	Anderson, Mark Guthrie	Director	-	Direct	Purchase	2,400	55.35	$132,840.00	11,200	4
2024-02-01	Barnwell, Julian Forrest …	Director	-	Indirect	Purchase	5,663	57.85	$327,604.55	171,939	4
2024-02-01	Mclaughlin, Shawn Patrick	Director	-	Direct	Purchase	500	57.57	$28,785.00	50,500	4
2024-01-31	Riojas, Jose David	Director	-	Indirect	Purchase	874	60.00	$52,440.00	13,600	4
2024-01-31	Mclaughlin, Shawn Patrick	Director	-	Direct	Purchase	1,000	60.25	$60,250.00	50,000	4
2024-01-30	Riojas, Jose David	Director	-	Indirect	Purchase	1,126	60.00	$67,560.00	12,726	4
2023-12-13	Barnwell, Julian Forrest …	Director	-	Indirect	Purchase	2,000	54.22	$108,440.00	168,539	4
2023-12-12	Barnwell, Julian Forrest …	Director	-	Indirect	Purchase	3,000	54.75	$164,250.00	166,539	4
2023-12-08	Mclaughlin, Shawn Patrick	Director	-	Direct	Purchase	1,000	54.01	$54,010.00	49,000	4
2023-09-14	Boyle, David P	Director,Officer	Chair, President, & CEO	Direct	Purchase	375	48.90	$18,337.50	14,510	4
2023-09-13	Riojas, Jose David	Director	-	Direct	Purchase	1,000	48.66	$48,660.00	4,000	4
2023-09-13	Mclaughlin, Shawn Patrick	Director	-	Direct	Purchase	500	48.73	$24,365.00	48,000	4
2023-09-13	Boyle, David P	Director,Officer	Chair, President, & CEO	Direct	Purchase	625	48.10	$30,062.50	14,135	4
2023-09-13	Riojas, Jose David	Director	-	Indirect	Purchase	1,000	48.66	$48,660.00	12,600	4/A
2023-09-12	Mclaughlin, Shawn Patrick	Director	-	Direct	Purchase	2,000	49.63	$99,260.00	47,500	4
2023-09-12	Barnwell, Julian Forrest …	Director	-	Indirect	Purchase	5,000	49.68	$248,400.00	163,539	4
2023-09-11	Boyle, David P	Director,Officer	Chair, President, & CEO	Direct	Purchase	1,000	48.69	$48,690.00	13,510	4
2023-09-08	Anderson, Mark Guthrie	Director	-	Direct	Purchase	2,400	50.00	$120,000.00	3,200	4
2023-09-01	Mclaughlin, Shawn Patrick	Director	-	Direct	Purchase	1,250	49.93	$62,412.50	45,500	4
2023-08-31	Riojas, Jose David	Director	-	Indirect	Purchase	1,000	51.34	$51,340.00	11,600	4
2023-08-30	Carosi, Nicholas Iii	Director	-	Direct	Purchase	400	49.90	$19,960.00	4,440	4
2023-08-29	Barnwell, Julian Forrest …	Director	-	Direct	Purchase	1,500	49.53	$74,295.00	13,580	4
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Institutional Ownership

No data available for chart

2026-03-31

44.09%

Inst. Shares: 6,629,508

Shares Outstanding: 15,037,330

2025-12-31

38.82%

Inst. Shares: 5,826,060

Shares Outstanding: 15,006,614

2025-09-30

37.73%

Inst. Shares: 5,667,445

Shares Outstanding: 15,021,852

2025-06-30

35.37%

Inst. Shares: 5,305,719

Shares Outstanding: 14,998,857

2025-03-31

33.96%

Inst. Shares: 5,086,350

Shares Outstanding: 14,976,483

Date	Institutional Shares Owned	Shares Outstanding	Institutional Ownership %
2026-03-31	6,629,508	15,037,330	44.09%
2025-12-31	5,826,060	15,006,614	38.82%
2025-09-30	5,667,445	15,021,852	37.73%
2025-06-30	5,305,719	14,998,857	35.37%
2025-03-31	5,086,350	14,976,483	33.96%
2024-12-31	5,106,298	12,393,677	41.20%
2024-09-30	4,921,223	14,944,962	32.93%
2024-06-30	4,591,915	12,174,169	37.72%
2024-03-31	5,558,040	14,866,962	37.39%
2023-12-31	5,818,962	14,856,084	39.17%
2023-09-30	5,345,508	14,857,420	35.98%
2023-06-30	4,076,490	14,856,158	27.44%
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Burke & Herbert Financial Services Corp. (BHRB) — SEC Financial Statements & Analysis

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