Monitor for future Form 4 filings by David Wilson to track any changes in his beneficial ownership position.
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Executive Summary
Form 3 initial statement of beneficial ownership filed by director David H. Wilson, Sr. for Burke & Herbert Financial Services Corp., disclosing direct and indirect holdings of 22,348 shares directly and 22,348 shares directly and various indirect holdings through spouse, LLCs, and custodial accounts. The filing also includes a power of attorney for EDGAR Next and Section 16 reporting.
Key Facts
- David H. Wilson, Sr. filed an initial statement of beneficial ownership (Form 3) on 2026-06-18
- Direct holdings: 22,348 shares of common stock
- Indirect holdings: 2,751 shares (spouse), 5,445 shares (A.D.B.M. Properties, LLC), 38,142 shares (ADBM Landholdings, LLC), 881 shares (Boulevard Auto Sales, Inc.), 881 shares (Millsboro Auto Mart II, LLC), plus custodial accounts for minors totaling 1,605 shares
- Filing includes a power of attorney for EDGAR Next and Section 16 reporting
Financial Impact
No financial impact; routine initial ownership disclosure
Risk Factors
- No material risks identified from this filing
Market Snapshot
Investment Themes
Documents Analyzed
This report is based on 4 SEC documents filed with EDGAR.
| Document | Accession Number |
|---|---|
| 3 Filing (Primary) | 0001208842-26-000004 |
| Document: 0001208842-26-000004-index-headers.html | 0001208842-26-000004 |
| Document: 0001208842-26-000004-index.html | 0001208842-26-000004 |
| Document: 0001208842-26-000004.txt | 0001208842-26-000004 |
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Oct 23, 2026 3d ago | 8-K/A | $70.81 | awaiting T+60 | — | $70.08 (−1.04%) |
Oct 22, 2026 4d ago | 8-K | $70.70 | awaiting T+60 | — | $70.08 (−0.88%) |
Oct 22, 2026 4d ago | Press Release | $70.70 | awaiting T+60 | — | $70.08 (−0.88%) |
Sep 30, 2026 27d ago | 424B5 | $68.60 | awaiting T+60 | — | $70.08 (+2.16%) |
Sep 28, 2026 28d ago | Press Release | $69.06 | awaiting T+60 | — | $70.08 (+1.48%) |
Sep 28, 2026 28d ago | 8-K | $69.06 | awaiting T+60 | — | $70.08 (+1.48%) |
Sep 28, 2026 28d ago | 424B5 | $69.06 | awaiting T+60 | — | $70.08 (+1.48%) |
Sep 18, 2026 5w ago | 8-K | $69.90 | awaiting T+60 | — | $70.08 (+0.26%) |
Aug 20, 2026 9w ago | Insider Cluster | $71.00 | awaiting T+60 | — | $70.08 (−1.30%) |
Aug 20, 2026 9w ago | Insider Cluster | $71.00 | awaiting T+60 | — | $70.08 (−1.30%) |
US Market Status
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