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Who

James P. Geary II

Director

Company insider

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

In numbers

Trades disclosed
35
Buys
3
Sells
4
Bought
$33K
Sold
$1.0M
Companies
2
Companies where not an officer
2
First trade
20 Dec 2007
Last trade
14 Aug 2026
Last filed
18 Aug 2026

Companies traded

Everywhere else they filed: board seats, 10% stakes, other companies
BHRB Burke & Herbert Financial ServicesDirector · Regional banks · last 14 Aug 20260 buys · 3 sells
Summit Financial GroupDirector · last 3 May 20243 buys · 1 sell

Activity over time

1 Nov 2024 – 1 Oct 2026
30Nov 24May 25Nov 25Apr 26Oct 26

Buys above the line, sells below, each month.

Every trade

TradedCompanyWhatAmount
14 Aug 2026filed 18 Aug 2026BHRB Burke & Herbert Financial ServicesRegional banksSEC FORM 4 Sold$19K263 at $72.91filing
14 Aug 2026filed 18 Aug 2026BHRB Burke & Herbert Financial ServicesRegional banksSEC FORM 4 Sold$210K2,887 at $72.82filing
14 Aug 2026filed 18 Aug 2026BHRB Burke & Herbert Financial ServicesRegional banksSEC FORM 4 Sold$19K263 at $72.91filing
14 Aug 2026filed 18 Aug 2026BHRB Burke & Herbert Financial ServicesRegional banksSEC FORM 4 Sold$210K2,887 at $72.82filing
3 Aug 2026filed 18 Aug 2026BHRB Burke & Herbert Financial ServicesRegional banksSEC FORM 4 Sold—0 at $73.93filing
3 Aug 2026filed 18 Aug 2026BHRB Burke & Herbert Financial ServicesRegional banksSEC FORM 4 Sold—0 at $73.93filing
3 Aug 2026filed 5 Aug 2026BHRB Burke & Herbert Financial ServicesRegional banksSEC FORM 4 Sold$233K3,150 at $73.93filing
3 Aug 2026filed 5 Aug 2026BHRB Burke & Herbert Financial ServicesRegional banksSEC FORM 4 Sold$233K3,150 at $73.93filing
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
24 Oct 2025filed 23 Dec 2025BHRB Burke & Herbert Financial ServicesRegional banksSEC FORM 4 Code W—12,607 at $0.00filing
26 Jun 2025filed 23 Dec 2025BHRB Burke & Herbert Financial ServicesRegional banksSEC FORM 4 Code W—15,550 at $0.00filing
23 May 2025filed 27 May 2025BHRB Burke & Herbert Financial ServicesRegional banksSEC FORM 4 Code A—1,000 at $0.00filing
15 Aug 2024filed 19 Aug 2024BHRB 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—15,918filing
3 May 2024filed 6 May 2024BHRB Burke & Herbert Financial ServicesRegional banksSEC FORM 4 Code A—3,637filing
3 May 2024filed 3 May 2024Summit Financial GroupSEC FORM 4 Code D—31,569filing
3 May 2024filed 3 May 2024Summit Financial GroupSEC FORM 4 Code D—7,213filing
19 Mar 2024filed 2 Apr 2024Summit Financial GroupSEC FORM 4 Bought$23K896 at $25.58filing
5 May 2022filed 5 May 2022Summit Financial GroupSEC FORM 4 Code W—3,125 at $0.00filing

News

Burke & Herbert Financial Services Corp. Announces Third Quarter 2026 Results and Declares Common Stock DividendBHRB · manilatimes.net · 22 Oct 2026

0 headlines in the last 90 days name James P. Geary II; 1 article from the last 14 days about the 1 company they traded most, at most three about any one of them.

Sectors

Financials3
Not placed4

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
David WilsonDirector · 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