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Who

David Wilson

Director

Company insider

Files Form 4 as: Director and Other, Burke & Herbert Financial Services; Director, Summit Financial Group.

In numbers

Trades disclosed
22
Buys
3
Sells
0
Bought
$25K
Sold
$0
Companies
2
Companies where not an officer
2
First trade
3 May 2024
Last trade
20 Aug 2026
Last filed
20 Aug 2026

Companies traded

Everywhere else they filed: board seats, 10% stakes, other companies
BHRB Burke & Herbert Financial ServicesDirector, Other · Regional banks · last 20 Aug 20263 buys · 0 sells
Summit Financial GroupDirector · last 3 May 20240 buys · 0 sells

Activity over time

1 Jul – 1 Oct
021 Jul1 Aug1 Sep1 Oct

Buys above the line, sells below, each month.

Every trade

TradedCompanyWhatAmount
20 Aug 2026filed 20 Aug 2026BHRB Burke & Herbert Financial ServicesRegional banksSEC FORM 4 Bought$2,47035 at $70.57filing
20 Aug 2026filed 20 Aug 2026BHRB Burke & Herbert Financial ServicesRegional banksSEC FORM 4 Bought$2,47035 at $70.57filing
4 Aug 2026filed 4 Aug 2026BHRB Burke & Herbert Financial ServicesRegional banksSEC FORM 4 Bought$2,50534 at $73.69filing
4 Aug 2026filed 4 Aug 2026BHRB Burke & Herbert Financial ServicesRegional banksSEC FORM 4 Bought$2,50534 at $73.69filing
31 Jul 2026filed 4 Aug 2026BHRB Burke & Herbert Financial ServicesRegional banksSEC FORM 4 Bought$7,368100 at $73.68filing
31 Jul 2026filed 4 Aug 2026BHRB Burke & Herbert Financial ServicesRegional banksSEC FORM 4 Code G—100 at $0.00filing
31 Jul 2026filed 4 Aug 2026BHRB Burke & Herbert Financial ServicesRegional banksSEC FORM 4 Bought$7,368100 at $73.68filing
31 Jul 2026filed 4 Aug 2026BHRB Burke & Herbert Financial ServicesRegional banksSEC FORM 4 Code G—100 at $0.00filing
19 Jun 2026filed 22 Jun 2026BHRB Burke & Herbert Financial ServicesRegional banksSEC FORM 4 Code A—1,000 at $0.00filing
19 Jun 2026filed 22 Jun 2026BHRB Burke & Herbert Financial ServicesRegional banksSEC FORM 4 Code A—1,000 at $0.00filing
3 May 2024filed 6 May 2024BHRB Burke & Herbert Financial ServicesRegional banksSEC FORM 4 Code A—19,958filing
3 May 2024filed 6 May 2024BHRB Burke & Herbert Financial ServicesRegional banksSEC FORM 4 Code A—2,443filing
3 May 2024filed 6 May 2024BHRB Burke & Herbert Financial ServicesRegional banksSEC FORM 4 Code A—37,835filing
3 May 2024filed 6 May 2024BHRB Burke & Herbert Financial ServicesRegional banksSEC FORM 4 Code A—874filing
3 May 2024filed 6 May 2024BHRB Burke & Herbert Financial ServicesRegional banksSEC FORM 4 Code A—874filing
3 May 2024filed 6 May 2024BHRB Burke & Herbert Financial ServicesRegional banksSEC FORM 4 Code A—5,401filing
3 May 2024filed 3 May 2024Summit Financial GroupSEC FORM 4 Code D—39,579filing
3 May 2024filed 3 May 2024Summit Financial GroupSEC FORM 4 Code D—4,846filing
3 May 2024filed 3 May 2024Summit Financial GroupSEC FORM 4 Code D—75,026filing
3 May 2024filed 3 May 2024Summit Financial GroupSEC FORM 4 Code D—1,734filing

News

Sectors

Financials3

Buys in green, sells in red, by the company’s sector.

Related people

Patrick Kip HuffmanSVP, Chief Accounting Officer · SVP, Chief Accounting Officer at Burke & Herbert Financial Services, filing Form 4 there in the last year
Kirtan ParikhEVP, Chief Financial Officer · EVP, Chief Financial Officer at Burke & Herbert Financial Services, filing Form 4 there in the last year
Shannon Barrow RowanEVP, Wealth Services · EVP, Wealth Services at Burke & Herbert Financial Services, filing Form 4 there in the last year
Jennifer Palmer SchmidtEVP, Chief Risk Officer · EVP, Chief Risk Officer at Burke & Herbert Financial Services, filing Form 4 there in the last year
Lauren N. KimlelEVP, Retail Banking · EVP, Retail Banking at Burke & Herbert Financial Services, filing Form 4 there in the last year
James P. Geary IIDirector · Also traded BHRB in the last 90 days
Diane PoillonDirector · Also traded BHRB in the last 90 days
James Mason BurkeDirector · Also traded BHRB in the last 90 days