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Julian Forrest Jr. Barnwell is Director at Burke & Herbert Financial Services. OQRO lists 12 transactions filed with the SEC under this name, the latest on Mar 13, 2025, each linked to the official Form 4.
Director
Disclosures on record
12
Companies involved
1
10 buys, median −7.9 pts vs S&P 500, beat it 0 of 10 times.
Average −8.4 pts vs S&P 500. Each buy is one disclosure of open-market purchases in one company on one filing date, filed Dec 13, 2024 to Mar 13, 2025, measured from the first close after the filing. Past results, not a forecast.
10 purchases disclosed; 0% of the 10 measured at 90 days finished ahead of the index.
Rank 48 of the 82 insiders with at least 10 purchases measured at 90 days. The middle of that group is −5.5 pts (median, against the S&P 500).
Burke & Herbert Financial ServicesBHRB
12 disclosures · Dec 2024 – Mar 2025 · 12 bought
Mar 13, 2025Bought~$67K
DetailsOfficial recordMar 10, 2025Bought~$59Kdisclosed Mar 11
DetailsEqual weight counts every purchase once; by size counts it for its disclosed dollars. Both are measured from the first close after it was reported. Past results describe the past, not a forecast. How this is measured · Leaderboard
Mar 7, 2025Bought~$60Kdisclosed Mar 10
DetailsOfficial recordMar 5, 2025Bought~$121Kdisclosed Mar 6
DetailsOfficial recordMar 4, 2025Bought~$124Kdisclosed Mar 5
DetailsOfficial recordMar 4, 2025Bought~$124Kdisclosed Mar 5
DetailsOfficial recordFeb 26, 2025Bought~$124Kdisclosed Feb 27
DetailsOfficial recordFeb 24, 2025Bought~$250K
DetailsOfficial recordFeb 24, 2025Bought~$125K
DetailsOfficial recordFeb 21, 2025Bought~$125K
DetailsOfficial recordFeb 13, 2025Bought~$319Kdisclosed Feb 14
DetailsOfficial recordDec 13, 2024Bought~$206K
DetailsOfficial recordAs of the latest filing on , Julian Forrest Jr. Barnwell reported holding 379,383 shares of Burke & Herbert Financial Services (BHRB), worth about $27M at the last close of $71 (Nov 13, 2026), held through a trustee for barnwell charitable lead trust, a trustee for barnwell family trust, a trustee for patricia barnwell irrevocable trust.
| Company | Shares reported | How held | Last close | Value at last close | Reported |
|---|---|---|---|---|---|
| Burke & Herbert Financial Services BHRB | 379,383 | 91K trustee for barnwell charitable lead trust · 84K trustee for barnwell family trust · 204K trustee for patricia barnwell irrevocable trust | $71 | $27M | Mar 13, 2025 |
Is this Julian Forrest Jr. Barnwell’s net worth? No. A Form 4 reports the shares an insider owns in one company after each transaction, directly or through trusts and entities. It says nothing about cash, other investments, property or debt, options not yet exercised are not counted here, and a holding reported some time ago may have changed without a new filing. The value is shares times the last stored close, not a price anyone received. Sources: the filings listed below, each linked to EDGAR. Compare with the biggest insider stakes.
Julian Forrest Jr. Barnwell bought shares on the open market in 2023, 2024 and 2025.
Julian Forrest Jr. Barnwell reported 38 open-market purchases and 0 sales since 2023; purchases in 3 different years, most recently 2025.
| Year | Bought | Sold |
|---|---|---|
| 2025 | $1.49M11×11 trades | — |
| 2024 | $1.18M23×23 trades | — |
| 2023 | $595K4×4 trades | — |
Open-market purchases (code P) and sales (code S) on Forms 4 and 5. Up to Sep 2024 from the SEC's Insider Transactions Data Sets; since Oct 2024 from each filing as it is published. A trade filed twice (an amendment) counts once. Dollar totals use the price the filer reported; lines with no price count as trades without a value.
Julian Forrest Jr. Barnwell reported 38 open-market purchases and 0 sales here, 2023 to 2025.
Closing prices and the companies' last annual figures; a − or + is a fact of the close, not a forecast.
On the latest SEC Form 4, dated Mar 13, 2025, Julian Forrest Jr. Barnwell reported holding 379,383 shares of Burke & Herbert Financial Services (BHRB), held indirectly. At the last close of $71 on Nov 13, 2026, that is about $27M. This is the stake disclosed in filings, not a net worth.
Julian Forrest Jr. Barnwell bought shares on the open market in 2023, 2024 and 2025.
In SEC filings since 2023: the latest open-market purchase is from 2025; no open-market sale is on record.
Burke & Herbert Financial Services (BHRB), from 2023 to 2025: 38 purchases and 0 sales.
