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buyModerate cluster of 3

Julian Forrest Barnwell Jr. bought $248k of BHRB

director at Burke & Herbert Financial Services Corp.. 4,000 shares at an average of $61.88, traded Mar 4, 2025, filed Mar 5, 2025.

Conviction score
58
Value
$248k
4,000 shares
Holdings after
201,939
+2% from before
From 52-week low
+9%
low $53.27, close $58.17
From 52-week high
-13%
high $66.80, as of Mar 4, 2025

Score components

  • Role
    Director
    +15
  • Trade size
    $248k at market
    +13
  • Relative to holdings
    Holdings up 2.0%
    0
  • Price context
    9% above the 52-week low
    +10
  • Cluster
    3 insiders buying within 14 days
    +15
  • Repeat buying
    6 buys in 90 days
    +5
  • Track record
    Too few past buys to judge (0 with prices)
    0

What happened after comparable buys

Same side and tier, against the S&P 500, at 1, 3 and 6 months. Shown to Pro users; the whole table is on the backtest page.

This signal so far: 1m -17.6%, 3m -7.2%, 6m +5.4%.

Price around the trade, and since

From a quarter before the trade to today. The arrow is the trade, the circle the day the filing reached EDGAR, which is the first day anyone outside could act; the dotted line is the S&P 500 rebased to that day's close.

BHRBOct 9, 2026 · close 68.88
Since filing Mar 5, 2025: +18.8%SPY +36.1% · excess -17.2%

Daily candles, adjusted for splits and dividends. Green arrows are insider buys, red are sells, sized by value; the dashed line is the close on the filing day, the dotted line SPY rebased to it.Charts by TradingView Lightweight Charts™

Rows in this filing

Every transaction in Form 4 0001964333-25-000070, as filed. Open on EDGAR

DateTransactionSharesPriceValueHoldings afterFiled
Mar 4, 2025POpen-market purchase
Common Stockindirect: Trustee for Patricia Barnwell Irrevocable Trust
+2,000$62.00$124k199,939Mar 5, 2025
Mar 4, 2025POpen-market purchase
Common Stockindirect: Trustee for Patricia Barnwell Irrevocable Trust
+2,000$61.75$124k201,939Mar 5, 2025

Related signals

Other insiders at Burke & Herbert Financial Services Corp. and this insider’s other filings.

ScoreCompanyInsiderValueHoldingsFiled
38Weak
BHRBbuy 3
Burke & Herbert Financial Services Corp.
David Wilson
director
$2,470
35 shares
+9%
48Moderate
BHRBsell 4
Burke & Herbert Financial Services Corp.
James P Geary II
director
$229k
3,150 shares
-25%
45Moderate
BHRBbuy 3
Burke & Herbert Financial Services Corp.
Diane Poillon
director
$88k
1,200 shares
+41%
40Moderate
BHRBsell 4
Burke & Herbert Financial Services Corp.
James Mason Burke
director
$110k
1,500 shares
-1%
33Weak
BHRBbuy 3
Burke & Herbert Financial Services Corp.
Shawn Patrick McLaughlin
director
$73k
1,000 shares
+1%
43Moderate
BHRBsell 4
Burke & Herbert Financial Services Corp.
Katherine Diane Bonnafe
director
$74k
1,000 shares
-11%
48Moderate
BHRBsell 4
Burke & Herbert Financial Services Corp.
James P Geary II
director
$233k
3,150 shares
-25%
25Weak
BHRBbuy 3
Burke & Herbert Financial Services Corp.
David Wilson
director
$7,368
100 shares
+0%
38Weak
BHRBbuy 3
Burke & Herbert Financial Services Corp.
David Wilson
director
$2,505
34 shares
+17%
38Weak
BHRBsell 4
Burke & Herbert Financial Services Corp.
Georgette R. George
director
$74k
1,000 shares
-3%

Not investment advice. Scores and forward returns are decision support built from public SEC filings and past prices; they describe what happened after comparable filings, not what will happen after this one. Do your own research and size your risk.

Julian Forrest Barnwell Jr. bought $248k of BHRB | InsiderTell