Barnwell Julian Forrest Jr. - Net Worth and Insider Trading
Barnwell Julian Forrest Jr. Net Worth
The estimated net worth of Barnwell Julian Forrest Jr. is at least $20 Million dollars as of 2024-04-27. Barnwell Julian Forrest Jr. is the Director of Burke & Herbert Financial Services Corp and owns about 356,823 shares of Burke & Herbert Financial Services Corp (BHRB) stock worth over $20 Million. Details can be seen in Barnwell Julian Forrest Jr.'s Latest Holdings Summary section.
Disclaimer: The insider information is derived from SEC filings. The estimated net worth is based on the assumption that Barnwell Julian Forrest Jr. has not made any transactions after 2024-03-15 and currently still holds the listed stock(s).
Transaction Summary of Barnwell Julian Forrest Jr.
Barnwell Julian Forrest Jr. Insider Ownership Reports
Based on ownership reports from SEC filings, as the reporting owner, Barnwell Julian Forrest Jr. owns 1 companies in total, including Burke & Herbert Financial Services Corp (BHRB) .
Click here to see the complete history of Barnwell Julian Forrest Jr.’s form 4 insider trades.
Insider Ownership Summary of Barnwell Julian Forrest Jr.
| Ticker | Comapny | Transaction Date | Type of Owner |
|---|---|---|---|
| BHRB | Burke & Herbert Financial Services Corp | 2024-03-15 | director |
Barnwell Julian Forrest Jr. Latest Holdings Summary
Barnwell Julian Forrest Jr. currently owns a total of 1 stock. Barnwell Julian Forrest Jr. owns 356,823 shares of Burke & Herbert Financial Services Corp (BHRB) as of March 15, 2024, with a value of $20 Million.
Latest Holdings of Barnwell Julian Forrest Jr.
| Ticker | Comapny | Latest Transaction Date | Shares Owned | Current Price ($) | Current Value ($) |
|---|---|---|---|---|---|
| BHRB | Burke & Herbert Financial Services Corp | 2024-03-15 | 356,823 | 54.67 | 19,507,513 |
Holding Weightings of Barnwell Julian Forrest Jr.
Barnwell Julian Forrest Jr. Form 4 Trading Tracker
According to the SEC Form 4 filings, Barnwell Julian Forrest Jr. has made a total of 6 transactions in Burke & Herbert Financial Services Corp (BHRB) over the past 5 years, including 6 buys and 0 sells. The most-recent trade in Burke & Herbert Financial Services Corp is the acquisition of 3,000 shares on March 15, 2024, which cost Barnwell Julian Forrest Jr. around $156,000.
Insider Trading History of Barnwell Julian Forrest Jr.
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Barnwell Julian Forrest Jr. Trading Performance
GuruFocus tracks the stock performance after each of Barnwell Julian Forrest Jr.'s buying transactions within different timeframes. To be detailed, the average return of stocks after 3 months bought by Barnwell Julian Forrest Jr. is 2.19%. GuruFocus also compares Barnwell Julian Forrest Jr.'s trading performance to market benchmark return within the same time period. The performance of stocks bought by Barnwell Julian Forrest Jr. within 3 months outperforms 1 times out of 4 transactions in total compared to the return of S&P 500 within the same period.
You can select different timeframes to see how Barnwell Julian Forrest Jr.'s insider trading performs compared to the benchmark.
Performance of Barnwell Julian Forrest Jr.
Average Return
Outperforming Transactions
| 1 Month | 3 Months | 6 Months | 1 Year | 2 Years | 3 Years | |
|---|---|---|---|---|---|---|
| Return(%) | -1.73 | 2.19 | 10.77 | |||
| Relative Return to S&P 500(%) | -1.91 | -4.42 | -3.88 |
Barnwell Julian Forrest Jr. Ownership Network
Ownership Network List of Barnwell Julian Forrest Jr.
Ownership Network Relation of Barnwell Julian Forrest Jr.
Barnwell Julian Forrest Jr. Owned Company Details
What does Burke & Herbert Financial Services Corp do?
Who are the key executives at Burke & Herbert Financial Services Corp?
Barnwell Julian Forrest Jr. is the director of Burke & Herbert Financial Services Corp. Other key executives at Burke & Herbert Financial Services Corp include director & Chair & President & & CEO David P Boyle , EVP & Chief Credit Officer Jeffrey A. Welch , and EVP & Chief Financial Officer Roy Eugene Halyama .
Burke & Herbert Financial Services Corp (BHRB) Insider Trades Summary
Over the past 18 months, Barnwell Julian Forrest Jr. made 6 insider transaction in Burke & Herbert Financial Services Corp (BHRB) with a net purchase of 21,663. Other recent insider transactions involving Burke & Herbert Financial Services Corp (BHRB) include a net purchase of 6,000 shares made by Shawn Patrick Mclaughlin , a net purchase of 3,126 shares made by Jose David Riojas , and a net purchase of 2,000 shares made by David P Boyle .
In summary, during the past 3 months, insiders sold 0 shares of Burke & Herbert Financial Services Corp (BHRB) in total and bought 13,189 shares, with a net purchase of 13,189 shares. During the past 18 months, 0 shares of Burke & Herbert Financial Services Corp (BHRB) were sold and 37,989 shares were bought by its insiders, resulting in a net purchase of 37,989 shares.
Burke & Herbert Financial Services Corp (BHRB)'s detailed insider trading history can be found in Insider Trading Tracker table.
Burke & Herbert Financial Services Corp Insider Transactions
Barnwell Julian Forrest Jr. Mailing Address
Above is the net worth, insider trading, and ownership report for Barnwell Julian Forrest Jr.. You might contact Barnwell Julian Forrest Jr. via mailing address: C/o Burke & Herbert Financial Services, 100 S. Fairfax Street, Alexandria Va 22314.
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