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Burke & Herbert Bank & Trust Company Ownership 2024 | Who Owns Burke & Herbert Bank & Trust Company Now?

OverviewRevenueFinancialsChart

Insider Ownership

12.09%

Burke & Herbert Bank & Trust Company Mutual Fund Holders

Name% Total AssetsTotal SharesChange AmountChange %Date
VANGUARD VALLEY FORGE FUNDS0.01%4,600--Mar 31, 2024
T. Rowe Price Small-Cap Value Fund, Inc.0.01%45,021--Mar 31, 2024
TETON WESTWOOD FUNDS0.00%2,200-360-14.06%Dec 29, 2023
World Funds Trust0.00%33,920--Jan 31, 2024
T. Rowe Price Small-Cap Value Fund, Inc.0.00%8,881--Mar 31, 2024
SCHWAB CAPITAL TRUST0.00%17,684-533-2.93%Jan 31, 2024
FIRST TRUST EXCHANGE-TRADED FUND0.00%3,643-201-5.23%Mar 31, 2024
TETON WESTWOOD FUNDS0.00%74--Dec 29, 2023
Voya VARIABLE PORTFOLIOS INC0.00%2,432-373-13.30%Mar 31, 2024
Global X Funds0.00%3,111--Jan 31, 2024
World Funds Trust0.00%848--Jan 31, 2024
NORTHERN FUNDS0.00%2,642-46-1.71%Mar 28, 2024
ALLSPRING MASTER TRUST0.00%936--Feb 29, 2024
RYDEX SERIES FUNDS0.00%59--Dec 31, 2023
NATIONWIDE MUTUAL FUNDS0.00%1,092-117-9.68%Jan 31, 2024
RYDEX DYNAMIC FUNDS0.00%29--Dec 31, 2023
PENN SERIES FUNDS INC0.00%200--Mar 28, 2024
USAA MUTUAL FUNDS TRUST0.00%84715422.22%Jan 31, 2024
RYDEX VARIABLE TRUST0.00%4--Dec 31, 2023
TIAA-CREF FUNDS0.00%8,624770.90%Jan 31, 2024
SUNAMERICA SERIES TRUST0.00%729-3-0.41%Jan 31, 2024
JOHN HANCOCK VARIABLE INSURANCE TRUST0.00%2,408964.15%Mar 31, 2024
MASSMUTUAL SELECT FUNDS0.00%823--Dec 31, 2023
Advisors' Inner Circle Fund III0.00%1919-Jan 31, 2024
BLACKROCK FUNDS0.00%1,109--Jan 31, 2024
NORTHERN FUNDS0.00%20--Mar 28, 2024
PRINCIPAL FUNDS, INC.0.00%786-131-14.29%Jan 31, 2024

Burke & Herbert Bank & Trust Company's largest mutual fund holder by % of total assets is "VANGUARD VALLEY FORGE FUNDS", owning 4.60K shares, compromising 0.01% of its total assets.

Burke & Herbert Bank & Trust Company Insider Shareholders Trades

Open Market Insider Trades

DateNameRelationRoleTransactionBuy/SellSharesPriceValueShares HeldSource
Aug 26, 2024HINKLE GARY Ldirector-P-PurchaseBuy5,000$68.09$340.45K233,155
Aug 09, 2024McLaughlin Shawn Patrickdirector-P-PurchaseBuy500$59.00$29.50K59,250
Aug 05, 2024McLaughlin Shawn Patrickdirector-P-PurchaseBuy250$59.50$14.88K58,750
Aug 01, 2024Burke James Masondirector-S-SaleSell2,000$66.81$133.62K11,480

Open Market Insider Buys

DateNameRelationRoleTransactionBuy/SellSharesPriceValueShares HeldSource
Aug 26, 2024HINKLE GARY Ldirector-P-PurchaseBuy5,000$68.09$340.45K233,155
Aug 09, 2024McLaughlin Shawn Patrickdirector-P-PurchaseBuy500$59.00$29.50K59,250
Aug 05, 2024McLaughlin Shawn Patrickdirector-P-PurchaseBuy250$59.50$14.88K58,750

Insider Sells

DateNameRelationRoleTransactionBuy/SellSharesPriceValueShares HeldSource
Aug 01, 2024Burke James Masondirector-S-SaleSell2,000$66.81$133.62K11,480
Jul 25, 2024TISSUE ROBERT Sofficer EVP, Financial StrategyD-ReturnSell2,029$63.75$129.35K33,655

All Insider Owners Trades

DateNameRelationRoleTransactionBuy/SellSharesPriceValueShares HeldSource
Aug 26, 2024HINKLE GARY Ldirector-P-PurchaseBuy5,000$68.09$340.45K233,155
Aug 19, 2024Bonnafe Katherine Dianedirector-A-AwardBuy1,000--7,200
Aug 19, 2024McLaughlin Shawn Patrickdirector-A-AwardBuy1,000--60,250
Aug 19, 2024Anderson Mark Guthriedirector-A-AwardBuy1,000--18,200
Aug 19, 2024Burke James Masondirector-A-AwardBuy1,000--12,480
Aug 19, 2024PICCIRILLO CHARLESdirector-A-AwardBuy1,000--18,820
Aug 19, 2024Hinson Samuel Laing IIIdirector-A-AwardBuy1,000--26,560
Aug 19, 2024Geary James P IIdirector-A-AwardBuy1,000--16,918
Aug 19, 2024Kitzmiller Jason Adirector-A-AwardBuy1,000--12,439
Aug 19, 2024George Georgette R.director-A-AwardBuy1,000--20,971
Aug 19, 2024Barnwell Julian Forrest Jr.director-A-AwardBuy1,000--20,580
Aug 19, 2024Riojas Jose Daviddirector-A-AwardBuy1,000--11,000
Aug 19, 2024Upson Jill Sdirector-A-AwardBuy1,000--2,112
Aug 19, 2024BEAN OSCAR Mdirector-A-AwardBuy1,000--43,024
Aug 19, 2024HINKLE GARY Ldirector-A-AwardBuy1,000--10,288
Aug 09, 2024McLaughlin Shawn Patrickdirector-P-PurchaseBuy500$59.00$29.50K59,250
Aug 05, 2024McLaughlin Shawn Patrickdirector-P-PurchaseBuy250$59.50$14.88K58,750
Aug 01, 2024Burke James Masondirector-S-SaleSell2,000$66.81$133.62K11,480
Jul 25, 2024TISSUE ROBERT Sofficer EVP, Financial StrategyM-ExemptBuy5,430$23.82$129.34K35,684
Jul 25, 2024TISSUE ROBERT Sofficer EVP, Financial StrategyD-ReturnSell2,029$63.75$129.35K33,655

The last insider sell of Burke & Herbert Bank & Trust Company's stock was made by Burke James Mason on Aug 01 2024, selling 2,000 shares at $66.81 per share (valued at $133.62K). The last insider buy of BHRB was made by HINKLE GARY L on Aug 26 2024, buying 5,000 shares at $68.09 per share (worth $340.45K).

Burke & Herbert Bank & Trust Company Insider Ownership Trends

All Insider Trades Trend

DateBuySellBuy/Sell Ratio
Q3 202433100.00%
Q1 20241--
Q3 20231--
Q2 20232366.67%

3 total buy trades, and 3 total sell trades (buy/sell ratio of 1.00%) were made by Burke & Herbert Bank & Trust Company's insiders, as of Q3 2024.

Open Market Insider Trades Trend

DateBuySellBuy/Sell Ratio
Q3 202421200.00%
Q1 2024---
Q3 2023---
Q2 2023---

As of Q3 2024, Insider owners conducted 2 open market buy trades and 1 open market sell trades of Burke & Herbert Bank & Trust Company's stocks.

Burke & Herbert Bank & Trust Company Peer Ownership

TickerCompany
HMNFHMN Financial, Inc.
HFBLHome Federal Bancorp, Inc. of Louisiana
MGYRMagyar Bancorp, Inc.

BHRB Ownership FAQ