Holdings derived from the most recent reported transactions. Not adjusted for stock splits or share-class conversions.
| Issuer | Shares | Source | Last tx | Detail |
|---|---|---|---|---|
| Burke & Herbert Financial Services Corp. | 259,980 | reported | 27 May 2026 | tx 10+9,000−11,000 |
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 27 May 2026 | OTHER | Burke & Herbert Financial Services Corp. | 1,000 | 0.00 USD | |
| 27 May 2026 | OTHER | Burke & Herbert Financial Services Corp. | 1,000 | 0.00 USD | |
| 23 May 2025 | GRANT_AWARD | Burke & Herbert Financial Services Corp. | 1,000 | 0.00 USD | |
| 31 Oct 2024 | SALE | Burke & Herbert Financial Services Corp. | 2,000 | 64.22 USD | |
| 15 Aug 2024 | GRANT_AWARD | Burke & Herbert Financial Services Corp. | 1,000 | 0.00 USD | |
| 31 Jul 2024 | SALE | Burke & Herbert Financial Services Corp. | 2,000 | 66.81 USD | |
| 17 Jun 2024 | EXERCISE | Burke & Herbert Financial Services Corp. | 3,000 | — | |
| 17 Jun 2024 | EXERCISE | Burke & Herbert Financial Services Corp. | 3,000 | — | |
| 17 Jun 2024 | EXERCISE | Burke & Herbert Financial Services Corp. | 3,000 | 0.00 USD | deriv |
| 17 Jun 2024 | EXERCISE | Burke & Herbert Financial Services Corp. | 3,000 | 0.00 USD | deriv |