James P. Geary II
CIK: 0001400427
Transaction Breakdown
High conviction signal
Position reduction
Derivative conversions
Compensation grants
Gifts, tax withholding, conversions, dispositions to the issuer and other codes
Companies & Roles (1)
Burke & Herbert Financial Services Corp.
Discretionary Trading P&L
Holdings
Transaction History (8 total)
- Aug 14, 2026BHRB
Burke & Herbert Financial Services Corp.
Sale(S)Indirect263 shares at avg. $72.91$19K - Aug 14, 2026BHRB
Burke & Herbert Financial Services Corp.
Sale(S)Indirect2.9K shares at avg. $72.82$210K - Aug 3, 2026BHRB
Burke & Herbert Financial Services Corp.
Sale(S)Indirect0 shares at avg. $73.93- - Aug 3, 2026BHRB
Burke & Herbert Financial Services Corp.
Sale(S)Indirect3.2K shares at avg. $73.93$233K - Jun 19, 2026BHRB
Burke & Herbert Financial Services Corp.
Award(A)Direct1K shares- - Oct 24, 2025BHRB
Burke & Herbert Financial Services Corp.
Will/Inheritance(W)Indirect12.6K shares- - Jun 26, 2025BHRB
Burke & Herbert Financial Services Corp.
Will/Inheritance(W)Direct15.6K shares- - May 23, 2025BHRB
Burke & Herbert Financial Services Corp.
Award(A)Direct1K shares-
| Type | Shares | Price | Ownership | |||
|---|---|---|---|---|---|---|
| Aug 14, 2026 | BHRB Burke & Herbert Financial Services Corp. | Sale(S) | 263 | $72.91 | $19,175 | Indirect |
| Aug 14, 2026 | BHRB Burke & Herbert Financial Services Corp. | Sale(S) | 2,887 | $72.82 | $210,231 | Indirect |
| Aug 3, 2026 | BHRB Burke & Herbert Financial Services Corp. | Sale(S) | 0 | $73.93 | $0 | Indirect |
| Aug 3, 2026 | BHRB Burke & Herbert Financial Services Corp. | Sale(S) | 3,150 | $73.93 | $232,880 | Indirect |
| Jun 19, 2026 | BHRB Burke & Herbert Financial Services Corp. | Award(A) | 1,000 | - | $0 | Direct |
| Oct 24, 2025 | BHRB Burke & Herbert Financial Services Corp. | Will/Inheritance(W) | 12,607 | - | - | Indirect |
| Jun 26, 2025 | BHRB Burke & Herbert Financial Services Corp. | Will/Inheritance(W) | 15,550 | - | - | Direct |
| May 23, 2025 | BHRB Burke & Herbert Financial Services Corp. | Award(A) | 1,000 | - | - | Direct |
1-8 of 8 transactions
About Geary James P II
Geary James P II (SEC CIK 0001400427) files insider reports with the SEC as Director of Burke & Herbert Financial Services Corp. (BHRB).
Signal8 holds 6 ownership filings by Geary James P II, all Form 4s, filed between May 27, 2025 and Aug 18, 2026. Those filings report 8 transactions, from May 23, 2025 to Aug 14, 2026. Signal8's Form 4 history starts in Sep 2024.
The business address on Geary James P II's filings is in ALEXANDRIA, VA.
Recent filings by Geary James P II
- Aug 14, 2026: Open-market sales of BHRB shares (2 lines, Form 4, code S).
- Aug 3, 2026: Open-market sales of BHRB shares (2 lines, Form 4, code S).
- Jun 19, 2026: Grant or award of BHRB shares (Form 4, code A).
- Oct 24, 2025: Will / inheritance transaction of BHRB shares (Form 4, code W).
- Jun 26, 2025: Will / inheritance transaction of BHRB shares (Form 4, code W).
Other insiders filing for Burke & Herbert Financial Services Corp. (BHRB)
- McLaughlin Shawn Patrick, Director
- WILSON DAVID, Director
- Parikh Kirtan, EVP, Chief Financial Officer
- Kimlel Lauren N., EVP, Retail Banking
- Hintelmann Robert Victor Jr., Chief Credit Officer
- Rowan Shannon Barrow, EVP, Wealth Services