Jeffrey A. Welch's Insider Trades & SAST Disclosures

Jeffrey A. Welch's most recent trade in Burke & Herbert Financial Services Corp. was a trade of 960 Common Stock done . Disclosure was reported to the exchange on Sept. 30, 2024.

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"Balanced Fund": Use this format with quotation marks to find the exact phrase. The output matches "Balanced Fund" but not "Balanced Growth Fund" Balanced Fund: Use this format without quotation marks to search for all funds related to the term "Balanced Fund" The results may include "Balanced Income Fund", "Balanced Growth Fund" and any fund name containing "Balanced Fund".

Stock	Client Name	Client Category	Action	Reported to Exchange	Quantity	Post Transaction Holding	Traded %	Avg. Price	Value	Security Type
Burke & Herbert Financial ...	Jeffrey A. Welch	EVP, Chief Credit Officer	Exercise or conversion of derivative security received from the company (such as an option) at price $ 0.00 per share.	30 Sep 2024	960	3,480	-		-	Common Stock
Burke & Herbert Financial ...	Jeffrey A. Welch	EVP, Chief Credit Officer	Exercise or conversion of derivative security received from the company (such as an option) at price $ 0.00 per share.	30 Sep 2024	960	0	-		-	Restricted Stock Units
Burke & Herbert Financial ...	Welch A. Jeffrey	EVP, Chief Credit Officer	Exercise or conversion of derivative security received from the company (such as an option) at price $ 0.00 per share.	10 Feb 2024	1,480	2,520	-		-	Common Stock
Burke & Herbert Financial ...	A. Jeffrey Welch	EVP, Chief Credit Officer	Exercise or conversion of derivative security received from the company (such as an option) at price $ 0.00 per share.	10 Feb 2024	1,480	0	-		-	Restricted Stock Units
Burke & Herbert Financial ...	Welch A. Jeffrey	EVP, Chief Credit Officer	Grant, award, or other acquisition of securities at price $ 0.00 per share.	27 Apr 2023	127	1,142	-		-	Phantom Stock
Burke & Herbert Financial ...	Jeffrey Welch A.	EVP, Chief Credit Officer	Grant, award, or other acquisition of securities at price $ 0.00 per share.	27 Apr 2023	25	1,015	-		-	Phantom Stock
Burke & Herbert Financial ...	A. Welch Jeffrey	EVP, Chief Credit Officer	Grant, award, or other acquisition of securities at price $ 0.00 per share.	27 Apr 2023	25	1,172	-		-	Phantom Stock
Burke & Herbert Financial ...	Welch A. Jeffrey	EVP, Chief Credit Officer	Grant, award, or other acquisition of securities at price $ 0.00 per share.	27 Apr 2023	5	1,147	-		-	Phantom Stock

*All Values are in $ Million

Client Category: Promoter/ KMP/ Director / Immediate Relatives / Employee / etc
Security Type: Share/ Warrants / Convertible Debentures

Data as reported to USA Exchanges

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