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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

David Wilson Redrow South West offering festive incentivesbournemouthecho.co.uk · 15 Oct 2026

1 headline in the last 90 days name David Wilson; 0 articles from the last 14 days about the 1 company they traded most, at most three about any one of them.

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