Jeffrey A. Welch - 27 Apr 2023 Form 4 Insider Report for Burke & Herbert Financial Services Corp. (BHRB)

Reporting relationship: EVP, Chief Credit Officer
Issuer ticker: BHRB
Reported as of: 27 Apr 2023
Net transaction value: +$13,304
SEC form: 4
Accepted by SEC: 23 Jan 2024, 20:58:17 UTC
Prior SEC filing: 21 Apr 2023
Next SEC filing: 14 Feb 2024
Source filing: View source filing
Reporting owner signature: /s/ Kirtan Parikh, as Attorney-in-Fact for Jeffrey A. Welch

Key filing fact

Jeffrey A. Welch filed Form 4 for Burke & Herbert Financial Services Corp. (BHRB) on 23 Jan 2024.

Key facts

This page summarizes Jeffrey A. Welch's Form 4 filing for Burke & Herbert Financial Services Corp. (BHRB).
4 reported transactions and 4 derivative rows are listed below.
Accepted by SEC: 23 Jan 2024, 20:58.

Change

Previous filing in this sequence was filed on 21 Apr 2023.
Current net transaction value: +$13,304.

Research use

This tells you what this filing adds before you inspect full transaction and derivative tables.
You can trace every row back to the original SEC filing document.

Evidence

Filed on Form 4

Ownership activity is grounded in SEC Form 4 disclosures.

View source filing

Reported derivative securities

Options, warrants, convertible securities, or similar derivative positions disclosed in the filing.

BHRB transaction Derivative

Phantom Stock

Award

Transaction value: $2,038
Shares: +25
Change %: +2.5%
Price: $81.51
Shares after: 1,015
Date: 27 Apr 2023
Ownership: Direct
Underlying class: Common Stock
Underlying amount: 25
Exercise price
Footnotes: F1

BHRB transaction Derivative

Phantom Stock

Award

Transaction value: $9,526
Shares: +127
Change %: +13%
Price: $75.01
Shares after: 1,142
Date: 18 May 2023
Ownership: Direct
Underlying class: Common Stock
Underlying amount: 127
Exercise price
Footnotes: F1

BHRB transaction Derivative

Phantom Stock

Award

Transaction value: $268
Shares: +5
Change %: +0.44%
Price: $53.63
Shares after: 1,147
Date: 14 Jul 2023
Ownership: Direct
Underlying class: Common Stock
Underlying amount: 5
Exercise price
Footnotes: F1

BHRB transaction Derivative

Phantom Stock

Award

Transaction value: $1,472
Shares: +25
Change %: +2.2%
Price: $58.89
Shares after: 1,172
Date: 08 Jan 2024
Ownership: Direct
Underlying class: Common Stock
Underlying amount: 25
Exercise price
Footnotes: F1

^* marks a reported price that did not pass the local price check.

Additional SEC filing notes

Filing notes and footnotes

Explanation of responses 1 footnote

Footnote F1

Each share of phantom stock is the economic equivalent of one share of common stock. The shares of phantom stock become payable, in cash, upon the reporting person's termination of service.