Julian Forrest Jr. Barnwell

Director Barnwell purchased 5,000 shares of BHRB at $62.76 for $313.8K, raising holdings 23.2% to 26.6K shares.

Julian Forrest Jr. Barnwell, a Director, purchased 5,000 shares at $62.76 on 2026-06-03, bringing total holdings to 26,580 shares—a 23.2% increase in position size. The stock currently trades at $63.61, modestly above the purchase price, with the transaction priced 10.3% below the 52-week high of $70.90. Barnwell's same-ticker history at BHRB shows mixed results: of 5 prior purchases, 3 were followed by positive 90-day returns (well-timed at this ticker), though the most recent buys on 2026-05-11 showed minimal upside (+0.9% at 90 days). The company's fundamentals—$27.3M net income, P/E of 10.91, and $1.3B market cap—suggest a stable, modestly valued regional financial services firm. This purchase represents a material accumulation by a board-level insider into a low-volatility equity where he has demonstrated prior buying activity.

Director Barnwell Forrest buys 5,000 shares at market; stock down from 52-week high but company remains profitable with solid fundamentals.

Barnwell Julian Forrest Jr., a director at Burke & Herbert Financial Services, purchased 5,000 shares at current market prices, marking his 40th open-market purchase in the past three years. This latest buy occurs with the stock trading noticeably below its 52-week high, though the company remains solidly profitable with strong recent earnings. However, Forrest's previous purchases at this company show concerning timing: all five of his prior documented buys at BHRB saw the stock decline in the 30-day period following each purchase, and over a longer 90-day horizon, only one of those five prior buys preceded gains while four saw declines. This mixed-to-poor track record at this specific ticker contrasts with his consistent buying pattern and suggests his previous additions to his BHRB stake have not been well-timed. The current purchase at a lower valuation multiple than the market typically demands could represent another attempt at averaging down, but his prior buying activity provides limited reassurance that he has successfully identified attractive entry points at this company.

Director Barnwell Forrest Jr. buys 5,000 shares of BHRB; stock down from 52-week highs amid conflicting insider track record at this ticker.

Director Barnwell Forrest Jr. purchased 5,000 shares of Burke & Herbert Financial Services at a modest increase to his existing position, adding to a 41-trade open-market buying streak across all holdings over the past three years with zero sales. The stock currently trades well below its 52-week high and has declined notably over the past quarter, creating a typical buying-the-dip environment. However, his track record at this specific ticker tells a cautionary tale: every one of his five prior purchases at BHRB saw the stock decline in the following month, though one of those prior buys eventually recovered and gained modestly over a longer timeframe—a pattern of conflicting short-term and longer-term outcomes. The company itself remains profitable with steady quarterly earnings, suggesting financial stability, yet the stock's recent weakness and this director's uneven prior timing at this ticker create mixed signals about whether this purchase represents genuine conviction or simply another chapter in a choppy execution history at this specific company.

Director Barnwell Julian Forrest Jr. bought 1,140 shares of BHRB at $58.38 on 2025-03-13; stock now at $58.20, -18.1% from 52-week high

Barnwell Julian Forrest Jr. purchased 1,140 shares at $58.38, adding to existing holdings of 90,221 shares. The stock has declined 10.9% over the prior 30 days and 15.8% over 90 days, trading well below its 52-week high of $71.04. His cross-ticker track record shows a 90-day win rate of 90.00% with an average 90d return of +28.8%, though his prior trades at BHRB occurred very recently (2025-03-04 through 2025-03-10) and remain unmeasurable at the 30- and 90-day marks. The transaction itself represents a modest 1.3% increase in his existing position, and with the company trading at a P/E of 41.57 against net income of $27.6M, the valuation and recent price weakness merit close attention to fundamentals.

Director Barnwell Julian Forrest Jr. bought 1,000 shares of BHRB at $58.80 on 2025-03-10; stock now $57.73, down 18.7% from 52-week high.

Director Barnwell Julian Forrest Jr. purchased 1,000 shares at $58.80 on 2025-03-10, bringing his total holdings to 84,083 shares. This occurs amid material price pressure: the stock is down 18.7% from its 52-week high of $71.04 and down 10.7% over the last 30 days. The purchase size represents a 1.2% increase to his existing position. Notably, this is the fifth buy transaction by this insider at BHRB within a five-day window (2025-02-26 through 2025-03-10), accumulating across a period of sustained decline. While his cross-ticker track record shows a 100.00% 90-day win rate across 20 prior buys with an average 90-day return of +33.7%, his same-ticker outcomes at BHRB are not yet measurable. The elevated P/E of 41.24 alongside net income of $27,622,000.00 warrants evaluation of whether recent price weakness reflects fundamental deterioration or cyclical opportunity.

Director Barnwell Julian Forrest Jr. bought 1,000 shares of BHRB at $59.75; stock down 18.1% from 52-week high, cluster pattern with 2 other insiders buying within 14 days.

Director Barnwell Julian Forrest Jr. purchased 1,000 shares at $59.75 on 2025-03-07, increasing his holdings from 82,083 to 83,083 shares. The purchase occurs as BHRB has declined 18.1% from its 52-week high and is down 10.0% over the past 30 days. This buy is part of a cluster pattern: 2 other insiders also bought within the past 14 days, and the filing shows 5 prior buys at this ticker within a compressed timeframe (2025-02-26 through 2025-03-10), though none have yet accumulated measurable 30- or 90-day outcomes. The insider's cross-ticker track record shows a 100% 90-day win rate with an average 90-day return of +33.7% on 20 prior buys across all tickers, though this same-ticker activity does not yet provide timing reference. The valuation context shows a P/E of 41.58 and net income of $27.6M.

Director Barnwell Julian Forrest Jr. purchased 2,000 shares of BHRB at $60.50 on 2025-03-05; cluster buy by 3 insiders within 14 days; stock down 15.3% from 52-week high.

Barnwell Julian Forrest Jr. (Director) bought 2,000 shares at $60.50 on 2025-03-05, increasing his holdings to 203,939 shares (+1.0%). This purchase is part of a cluster pattern: 2 other insiders also bought within the past 14 days, signaling coordinated interest near current depressed price levels ($60.14 current vs $71.04 52-week high, representing a 15.3% decline from the high). The insider's cross-ticker track record shows a 100% 90-day win rate across 20 prior buys with an average 90-day return of +33.7%, though his prior 5 trades at BHRB are all too recent to have measurable outcomes. The stock trades at a P/E of 42.96 on net income of $27.6M, suggesting elevated valuation multiples that warrant scrutiny of whether recent price weakness reflects temporary dislocation or fundamental concerns.

Director Barnwell Forrest Jr. buys 4,000 BHRB shares in 2 transactions for $247,500 at blended average $61.88

Director Barnwell Julian Forrest Jr. executed 2 separate purchases totaling 4,000 shares (4.0K shares) for $247,500.00, increasing his holdings from 197,939 to 201,939 shares. The purchases occurred at $62.00 and $61.75 on 2025-03-04, compared to a current price of $61.06. These buys come as the stock trades near its 52-week low relative to the recent range of $46.45–$71.04 and sits at a 14.0% discount from the 52-week high; however, this alone does not establish timing intent. Notably, Forrest has executed 5 prior trades at BHRB within a compressed window (2025-02-21 through 2025-03-05), all purchases, suggesting continued accumulated exposure to this position. His cross-ticker track record shows a 100% 90-day win rate on 20 prior buys averaging 33.7% 90-day returns, although same-ticker outcomes at BHRB are not yet measurable; this prior success across other tickers does not validate predictive value for BHRB specifically.

Director Barnwell Julian Forrest Jr. bought 2,000 shares of BHRB at $61.75, boosting holdings to 197,939 shares as stock trades -12.5% from 52-week high.

Barnwell Julian Forrest Jr. purchased 2,000 shares at $61.75 on 2025-02-26, a modest accumulation representing 1.0% relative to his pre-transaction holdings of 195,939 shares. The purchase occurs within a near-term pullback: the stock has declined 1.6% over 30 days and 10.2% over 90 days, now trading 12.5% below the 52-week high of $71.04. His prior same-ticker history at BHRB shows four recent buys on 2025-02-24, 2025-02-21, and 2025-02-13, with an earlier 2024-12-13 purchase showing a -17.7% 30-day return; outcomes on the more recent BHRB purchases remain unmeasurable. Cross-ticker, his 20 prior open-market buys averaged -3.5% 30-day returns but posted a 100% win rate over 90 days with +33.6% average return, though this track record carries no predictive weight for this specific ticker. The company's P/E of 44.41 is notably elevated relative to the market, and the pattern of repeated small purchases in BHRB warrants attention to whether the director perceives value below recent peaks or is simply maintaining a continuous accumulation posture.

Director Barnwell Julian Forrest Jr. buys 6,000 shares at $62.35 avg; cluster pattern with 2 other insiders within 14 days

Barnwell Julian Forrest Jr. made 2 separate purchases totaling 6,000 shares for $374,100.00 on 2025-02-24, increasing his holdings from 189,939 shares to 195,939 shares (+3.2%). The blended average price of $62.35 is slightly above the current price of $62.09, placing the transaction near recent market levels. Notably, this filing is part of a cluster buy pattern: 2 other insiders also bought within the past 14 days, suggesting coordinated or concurrent confidence at the board level. His prior trades at BHRB show a 100% win rate on measurable 90-day outcomes (2 of 2 prior buys were well-timed), though only 5 prior trades at this ticker have been measured. The company's P/E of 44.35 and net income of $27,622,000.00 reflect a highly valued equity, which investors should weigh against the board-level accumulation signal.