Public ownership evidence

Burke & Herbert Financial Services Corp. Common Stock (BHRB) Ownership Disclosures

Read BHRB insider transactions, institutional 13F filings and Congressional disclosures with report dates, public availability and original receipts.

As of 2026-10-10T12:08:28.848Z

Separate the three disclosure sources

Step 1 of 3

Recent Form 4 activity

Burke & Herbert Financial Services Corp. Common Stock: source evidence dated 2026-10-10T12:08:28.848Z.

Available
2026-09-29
Trade date
2026-08-31
Reporting owners
Parikh Kirtan
Code
A
Shares
126
Reported value
Not reported
What you should see

The displayed owner or issuer and source fields identify the receipt to verify; keep reporting and availability dates separate.

Step 2 of 3

Is this an insider transaction, 13F holding, or Congressional event?

Each source has different dates and units. Raw ticker-matched receipts, including amendments, are not deduplicated current ownership totals.

SEC 0001964474-26-000004
What you should see

Follow the source receipt or manager/member profile. Avoid combining transaction value and 13F position value into an ownership percentage.

Step 3 of 3

Read BHRB fundamentals

Follow the source receipt or manager/member profile. Avoid combining transaction value and 13F position value into an ownership percentage.

Read BHRB fundamentals
What you should see

Keep reporting dates and units beside the answer, and inspect its original citations.

Recent Form 4 activity

See the complete recent form 4 activity

Scroll sideways to compare all columns. Select a heading to sort.

2026-09-292026-08-31Parikh KirtanA126Not reported
2026-09-292026-08-31Kimlel Lauren N.A134Not reported
2026-09-292026-08-31Hintelmann Robert Victor Jr.A76Not reported
2026-09-292026-08-31Rowan Shannon BarrowA63Not reported
2026-09-292026-08-31Huffman Patrick KipA111Not reported
2026-09-292026-08-31Schmidt Jennifer PalmerA160Not reported
2026-08-212026-08-20WILSON DAVIDP35Not reported
2026-08-192026-08-14Geary James P IIS2,887Not reported
2026-08-192026-08-14Geary James P IIS263Not reported
2026-08-192026-08-03Geary James P IIS0Not reported
2026-08-152026-08-12Poillon DianeP1,200Not reported
2026-08-132026-08-11Burke James MasonS1,500Not reported
2026-08-072026-08-06McLaughlin Shawn PatrickP1,000Not reported
2026-08-062026-08-03Bonnafe Katherine DianeS1,000Not reported
2026-08-062026-08-03Geary James P IIS3,150Not reported
2026-08-052026-08-03George Georgette R.S1,000Not reported
2026-08-052026-08-04WILSON DAVIDP34Not reported
2026-08-052026-07-31WILSON DAVIDP100Not reported

90-day public availability window, up to 50 records.

Recent institutional filing receipts

These are raw ticker-matched positions in recent 13F receipts, including amendments. They are not deduplicated current ownership totals. Open the manager profile to inspect its effective filing book.

Scroll sideways to compare all columns. Select a heading to sort.

Corient Private Wealth LP2026-06-302026-08-285,009$359,948None
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM2026-06-302026-08-2519,752$1,419,379None
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM2026-06-302026-08-251,419,379$19,752,000None
MERCER GLOBAL ADVISORS INC /ADV2026-06-302026-08-2018,261$1,312,235None
Corient Private Wealth LP2026-06-302026-08-184,530$325,527None
Empowered Funds, LLC2026-06-302026-08-1871,532$5,140,290None
Quattro Advisors LLC2026-06-302026-08-1510,670$766,721None
SEI INVESTMENTS CO2026-06-302026-08-156,428$461,916None
Rafferty Asset Management, LLC2026-06-302026-08-1510,222$734,553None
Quarry LP2026-06-302026-08-1538$2,731None
CSM Advisors, LLC2026-06-302026-08-1582,740$5,942,000None
XTX Topco Ltd2026-06-302026-08-1532,737$2,352,481None
Aquatic Capital Management LLC2026-06-302026-08-154,555$327,322None
CHARLES SCHWAB INVESTMENT MANAGEMENT INC2026-06-302026-08-15138,438$9,948,155None
Sixth Street Partners Management Company, L.P.2026-06-302026-08-15138,438$9,948,155None
ExodusPoint Capital Management, LP2026-06-302026-08-157,923$569,347None
Qube Research & Technologies Ltd2026-06-302026-08-1526,047$1,871,737None
HoldCo Asset Management, LP2026-06-302026-08-1510,480$753,093None
Ceeto Capital Group, LLC2026-06-302026-08-153,536$254,000None
OSAIC HOLDINGS, INC.2026-06-302026-08-153,840$275,942None
OSAIC HOLDINGS, INC.2026-06-302026-08-1516$1,150None
OSAIC HOLDINGS, INC.2026-06-302026-08-156,118$439,753None
Schonfeld Strategic Advisors LLC2026-06-302026-08-158,133$584,436None
MetLife Investment Management, LLC2026-06-302026-08-159,489$681,880None
Heritage Wealth Advisors2026-06-302026-08-15666$47,859None
VOLORIDGE INVESTMENT MANAGEMENT, LLC2026-06-302026-08-158,711$625,972None
Legal & General Group Plc2026-06-302026-08-1511,711$837,804None
Legal & General Group Plc2026-06-302026-08-152,850$204,801None
Legal & General Group Plc2026-06-302026-08-151,513$108,724None
HRT FINANCIAL LP2026-06-302026-08-1538,922$2,796,000None
Fourthstone LLC2026-06-302026-08-1584,248$6,145,892None
Aigen Investment Management, LP2026-06-302026-08-156,931$498,062None
BROWN ADVISORY INC2026-06-302026-08-1513,200$948,552None
MILLENNIUM MANAGEMENT LLC2026-06-302026-08-1524,609$1,768,403None
Numerai GP LLC2026-06-302026-08-1555,003$3,952,516None
Atom Investors LP2026-06-302026-08-154,427$318,124None
&PARTNERS2026-06-302026-08-158,000$574,880None
Balyasny Asset Management L.P.2026-06-302026-08-1513,576$975,571None
JONES FINANCIAL COMPANIES LLLP2026-06-302026-08-1553$3,781None
AMERIPRISE FINANCIAL INC2026-06-302026-08-151,729$124,246None
AMERIPRISE FINANCIAL INC2026-06-302026-08-159,003$646,956None
Freestone Grove Partners LP2026-06-302026-08-155,067$364,115None
HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC2026-06-302026-08-15104,444$7,505,346None
MANGROVE PARTNERS IM, LLC2026-06-302026-08-1511,034$792,903None
AQR CAPITAL MANAGEMENT LLC2026-06-302026-08-1597$6,970None
AQR CAPITAL MANAGEMENT LLC2026-06-302026-08-15225$16,169None
AQR CAPITAL MANAGEMENT LLC2026-06-302026-08-1542$3,018None
AQR CAPITAL MANAGEMENT LLC2026-06-302026-08-151$72None
AQR CAPITAL MANAGEMENT LLC2026-06-302026-08-15884$63,524None
AQR CAPITAL MANAGEMENT LLC2026-06-302026-08-1562,354$4,480,735None

90-day public filing window, up to 50 source positions.

Corient Private Wealth LP ↗CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM ↗CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM ↗MERCER GLOBAL ADVISORS INC /ADV ↗Corient Private Wealth LP ↗Empowered Funds, LLC ↗Quattro Advisors LLC ↗SEI INVESTMENTS CO ↗Rafferty Asset Management, LLC ↗Quarry LP ↗

Recent Congressional disclosures

No matching Congressional transactions were returned in this source preview.

Scroll sideways to compare all columns. Select a heading to sort.

No records are available for this view.

Bounded public source preview, up to 25 disclosed events.

How to read the disclosure dates

The tables report different things: insider transactions, institutional positions and Congressional transaction ranges. Read each table with its source dates and units. They cannot be added into a combined ownership percentage.

  1. Company insiders

    SEC Form 4 purchases, sales and awards report transactions and their public filing availability.

  2. Institutional managers

    13F reports disclose delayed quarter-end positions. They are not a record of trades between quarters.

  3. Congressional filers

    Periodic transaction reports disclose transaction dates and amount brackets. Public filing dates determine what researchers could know.

Institutional source directory ↗Congressional source directory ↗

Read the transaction codes

Awards use transaction code A, purchases P and sales S. An acquisition from an award is not the same as an open-market purchase. Joint filers may share a transaction. Use original receipts and availability dates to interpret the events.

Aurora · AI research assistant

Try this in Aurora

Edit the request, then open it in Aurora. You choose when to send it.