Burke & Herbert (BHRB) COO submits initial insider filing

Rhea-AI Filing Summary

Burke & Herbert Financial Services Corp. executive Carl D. Lundblad, who serves as EVP and Chief Operating Officer, has filed an initial insider ownership report. This Form 3 filing lists no buy, sell, gift, exercise, or other share transactions and shows no derivative positions.

Key Terms

Form 3, Executive Vice President, Chief Operating Officer, derivative

4 terms

Form 3 regulatory

"INSIDER FILING DATA (Form 3):"

Form 3 is the initial public filing that officers, directors and large shareholders must submit to report their ownership of a company’s securities when they become insiders. It acts like an opening inventory sheet that gives investors a starting point to see who holds significant stakes and to spot later trades or potential conflicts of interest, helping assess insider confidence and transparency.

Executive Vice President financial

""officer_title": "EVP, Chief Operating Officer""

An executive vice president is a high-ranking leader within a company who oversees major parts of its operations or strategies. Think of them as senior managers responsible for important areas, similar to a vice principal in a school hierarchy. Their role matters to investors because they help guide the company's success and decision-making at the top level.

Chief Operating Officer financial

""officer_title": "EVP, Chief Operating Officer""

A chief operating officer (COO) is a senior executive responsible for overseeing the day-to-day activities of a company, ensuring that all parts of the organization work smoothly and efficiently. They often act like a company's operational quarterback, translating strategic plans into practical actions. For investors, the COO's effectiveness can influence a company's performance and stability, making them an important figure in assessing the company's management strength.

derivative financial

""derivativeSummary": [],"

A derivative is a financial contract whose value depends on the price or performance of another asset or measure — for example a stock, index, interest rate, commodity, or currency. Investors use derivatives like insurance or leveraged bets to hedge risk, speculate, or gain exposure without owning the underlying asset; they can protect portfolios but also amplify losses and introduce counterparty and market risk.

Understanding Insider Trading Forms →

SEC Form 3

FORM 3

UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549

INITIAL STATEMENT OF BENEFICIAL OWNERSHIP OF SECURITIES

Filed pursuant to Section 16(a) of the Securities Exchange Act of 1934
or Section 30(h) of the Investment Company Act of 1940

OMB APPROVAL

OMB Number:			3235-0104
Estimated average burden
hours per response:			0.5

1. Name and Address of Reporting Person^*

LUNDBLAD CARL D

(Last) (First) (Middle)

100 SOUTH FAIRFAX STREET

(Street)

ALEXANDRIA VIRGINIA 22314

(City) (State) (Zip)

UNITED STATES

(Country)

2. Date of Event Requiring Statement (Month/Day/Year)
05/01/2026

3. Issuer Name and Ticker or Trading Symbol
Burke & Herbert Financial Services Corp. [ BHRB ]

3a. Foreign Trading Symbol

5. If Amendment, Date of Original Filed (Month/Day/Year)

4. Relationship of Reporting Person(s) to Issuer
(Check all applicable)

	Director		10% Owner
X	Officer (give title below)		Other (specify below)
	EVP, Chief Operating Officer

6. Individual or Joint/Group Filing (Check Applicable Line)

X	Form filed by One Reporting Person
	Form filed by More than One Reporting Person

Table I - Non-Derivative Securities Beneficially Owned
1. Title of Security (Instr. 4)	2. Amount of Securities Beneficially Owned (Instr. 4)	3. Ownership Form: Direct (D) or Indirect (I) (Instr. 5)	4. Nature of Indirect Beneficial Ownership (Instr. 5)

Table II - Derivative Securities Beneficially Owned (e.g., puts, calls, warrants, options, convertible securities)
1. Title of Derivative Security (Instr. 4)	2. Date Exercisable and Expiration Date (Month/Day/Year)		3. Title and Amount of Securities Underlying Derivative Security (Instr. 4)		4. Conversion or Exercise Price of Derivative Security	5. Ownership Form: Direct (D) or Indirect (I) (Instr. 5)	6. Nature of Indirect Beneficial Ownership (Instr. 5)
	Date Exercisable	Expiration Date	Title	Amount or Number of Shares

Explanation of Responses:

Remarks:

No securities are beneficially owned.

	/s/ Matthew Rucker, as Attorney-in-Fact for Carl D. Lundblad	05/01/2026
	** Signature of Reporting Person	Date
Reminder: Report on a separate line for each class of securities beneficially owned directly or indirectly.
* If the form is filed by more than one reporting person, see Instruction 5 (b)(v).
** Intentional misstatements or omissions of facts constitute Federal Criminal Violations See 18 U.S.C. 1001 and 15 U.S.C. 78ff(a).
Note: File three copies of this Form, one of which must be manually signed. If space is insufficient, see Instruction 6 for procedure.
Persons who respond to the collection of information contained in this form are not required to respond unless the form displays a currently valid OMB Number.
* Form 3: SEC 1473 (03-26)

FAQ

What did Carl D. Lundblad report for Burke & Herbert Financial Services Corp. (BHRB)?

Carl D. Lundblad, EVP and Chief Operating Officer of Burke & Herbert Financial Services Corp., filed an initial insider ownership report on Form 3. The filing identifies him as an officer but does not list any stock transactions or derivative positions in the company’s securities.

Does Carl D. Lundblad’s Form 3 filing for BHRB show any stock transactions?

The Form 3 filing for Carl D. Lundblad shows no stock transactions. All transaction summary counts, including buys, sells, exercises, gifts, tax withholding, and restructurings, are zero, and the transactions list is empty, indicating no reportable trades at this time.

What is Carl D. Lundblad’s position at Burke & Herbert Financial Services Corp. (BHRB)?

Carl D. Lundblad is identified as an officer of Burke & Herbert Financial Services Corp., holding the title of Executive Vice President and Chief Operating Officer. The Form 3 confirms his status as an officer rather than a director or ten percent owner of the company.

Does the Lundblad Form 3 disclose any derivative securities for BHRB?

The Lundblad Form 3 does not disclose any derivative securities. The derivative summary is empty, derivative transaction counts are zero, and no options, warrants, or other derivative instruments are listed, indicating no reportable derivative positions associated with this insider filing.