MADDY H CHARLES III (President) exercised options at BURKE & HERBERT FINANCIAL SERVICES CORP.
Option exercise — a mechanical event triggered by vesting or expiry. Not a discretionary conviction trade.
M · 2 exercises
Filed: 6/30/2026ACC: 0001186827-26-000010
DirectorOfficer· President
Since Feb 2026
-18.35K
Net shares
Net seller
$1.31M
Total sold
0
Open market trades
0B · 0S
5
Total transactions
22.72K acquired · 41.08K disposed
Non-Derivative Transactions3
Common Stock
Direct
Shares
+7.90K
Price / share
$51.58
Trade value
$407.53K
% of position
16.9%
6/29/2026
46.64K→54.54K
Common Stock
Direct
Shares
+14.82K
Price / share
$52.29
Trade value
$775.09K
% of position
27.2%
6/29/2026
54.54K→69.37K
Common Stock
Direct
Shares
−18.35K
Price / share
$71.44
Trade value
$1.31M
% of position
26.5%
6/29/2026
69.37K→51.01K
Total
Net shares
+4.37K
Net value
-$128.58K
| Security | Date | Type | Shares | Price / Share | Trade Value | % of Position | Held Before | Held After |
|---|---|---|---|---|---|---|---|---|
| Common Stock Direct | 6/29/2026 | M · Option Exercise | +7.90K | $51.58 | $407.53K | 16.9% | 46.64K | 54.54K |
| Common Stock Direct | 6/29/2026 | M · Option Exercise | +14.82K | $52.29 | $775.09K | 27.2% | 54.54K | 69.37K |
| Common Stock Direct | 6/29/2026 | F · Tax Withholding | −18.35K | $71.44 | $1.31M | 26.5% | 69.37K | 51.01K |
| Total | +4.37K | -$128.58K | ||||||
Derivative Transactions2
Stock Settled Appreciation Rights
Direct
Converts to
Common Stock
7.90K shares
Shares
−7.90K
Strike price
51.58
Held after
0.00
Exercisable
—
6/29/2026
Stock Settled Appreciation Rights
Direct
Converts to
Common Stock
14.82K shares
Shares
−14.82K
Strike price
52.29
Held after
0.00
Exercisable
—
6/29/2026
| Security | Converts To | Date | Type | Shares | Strike Price | Exercisable | Held After |
|---|---|---|---|---|---|---|---|
| Stock Settled Appreciation Rights Direct | Common Stock7.90K shares | 6/29/2026 | M · Option Exercise | −7.90K | 51.58 | — | 0.00 |
| Stock Settled Appreciation Rights Direct | Common Stock14.82K shares | 6/29/2026 | M · Option Exercise | −14.82K | 52.29 | — | 0.00 |
Non-Derivative Holdings (Post-Transaction)2
Common Stock
IndirectShares owned16.88K
Common Stock
IndirectShares owned19.59K
Total
36.48K indirect36.48K
| Security Title | Shares Owned | Ownership Type |
|---|---|---|
| Common Stock | 16.88K | Indirect |
| Common Stock | 19.59K | Indirect |
| Total | 36.48K | 36.48K indirect |
Derivative Holdings (Post-Transaction)0
No derivative holdings reported