Burke & Herbert director’s 3,150-share sale voided

Burke & Herbert Financial Services Corp. insider James P. Geary II, a director, filed an amended Form 4 to correct a previously reported stock sale.

Rhea-AI Filing Summary

Burke & Herbert Financial Services Corp. insider James P. Geary II, a director, filed an amended Form 4 to correct a previously reported stock sale. A sale of 3,150 shares of common stock, indirectly held through the JPG Trust, was originally reported but did not settle and was cancelled in its entirety. The amendment clarifies that no disposition of shares actually occurred and updates the post-transaction beneficial ownership to 12,607 indirectly held shares.

Insider Trade Summary

Sale: 0 shares

Sale 1 txn

Insider Geary James P II

Role Director

Sold 0 shs ($0.00)

Type	Security	Shares	Price	Value
Sale	Common Stock F1	0	$73.93	$0.00

Holdings After Transaction: Common Stock — 12,607 shares (Indirect, JPG Trust)

Footnotes (1)

1. F1. The sale of 3,150 shares reported on the original Form 4 filed on August 5, 2026 did not settle and was cancelled in its entirety. Accordingly, no disposition of shares occurred pursuant to the reported transaction. This Form 4/A amends the original Form 4 solely to correct the reported disposition and the reporting person's post-transaction beneficial ownership.

Key Figures

Originally reported shares sold: 3,150 shares Post-transaction beneficial ownership: 12,607 shares Originally reported sale price: $73.93 per share

3 metrics

Originally reported shares sold 3,150 shares Sale that did not settle and was cancelled in its entirety

Post-transaction beneficial ownership 12,607 shares Indirectly held through JPG Trust after correction

Originally reported sale price $73.93 per share Price per share for the cancelled common stock sale

Key Terms

Form 4/A, beneficial ownership, indirectly held, JPG Trust

4 terms

Form 4/A regulatory

"This Form 4/A amends the original Form 4 solely to correct"

Form 4/A is an amended filing that corrects or updates an earlier Form 4, the mandatory report that insiders (like company executives, directors, or large shareholders) must file when their ownership stakes change. Think of it as an edited receipt showing who bought or sold stock and when; investors use it to track insider confidence, detect potential conflicts, and spot trading patterns that might signal future company prospects.

beneficial ownership financial

"correct the reported disposition and the reporting person's post-transaction beneficial ownership"

Beneficial ownership means the person or entity that actually enjoys the benefits of owning shares or other assets — such as receiving dividends, voting rights, or price gains — even if the legal title is held in another name. For investors it matters because knowing who truly controls and profits from a company reveals who can influence decisions, exposes potential conflicts of interest or hidden concentration of power, and affects transparency and risk in the stock.

indirectly held financial

"total_shares_following_transaction ... direct_or_indirect: "I""

JPG Trust financial

"nature_of_ownership: "JPG Trust""

FAQ

AI-generated questions and answers. How Rhea-AI works. Not financial advice.

What does the amended Form 4/A for BHRB disclose about James P. Geary II's trade?

The amended Form 4/A states that a previously reported sale of 3,150 shares of Burke & Herbert Financial Services Corp. common stock by the JPG Trust did not settle and was cancelled, so no shares were actually disposed of.

How many BHRB shares does James P. Geary II report owning after this Form 4/A?

After the correction, James P. Geary II reports 12,607 shares of Burke & Herbert Financial Services Corp. common stock, all held indirectly through the JPG Trust as his post-transaction beneficial ownership.

Was there a real sale of Burke & Herbert (BHRB) shares in this corrected filing?

No. The Form 4/A explains that the originally reported sale of 3,150 shares did not settle and was cancelled in its entirety, meaning no actual sale or disposition of BHRB shares took place.

At what price was the cancelled BHRB stock sale originally reported?

The cancelled transaction had been reported at a price of $73.93 per share for Burke & Herbert Financial Services Corp. common stock, but the Form 4/A clarifies that the sale never settled and therefore did not occur.

How is James P. Geary II’s ownership in BHRB held according to this Form 4/A?

James P. Geary II’s reported ownership of Burke & Herbert Financial Services Corp. consists of 12,607 shares held indirectly through the JPG Trust, as reflected in the corrected post-transaction beneficial ownership.

AI-generated analysis. How Rhea-AI works. Not financial advice.

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Available on EDGAR 08/18/2026 - 03:05 PM Accepted by SEC EDGAR 08/18/2026 - 03:05 PM Learn about SEC filing dates

SEC Form 4

FORM 4

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

STATEMENT OF CHANGES IN BENEFICIAL OWNERSHIP

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:			3235-0287
Estimated average burden
hours per response:			0.5

Check this box if no longer subject to Section 16. Form 4 or Form 5 obligations may continue. See Instruction 1(b).

Check this box to indicate that a transaction was made pursuant to a contract, instruction or written plan for the purchase or sale of equity securities of the issuer that is intended to satisfy the affirmative defense conditions of Rule 10b5-1(c). See Instruction 10.

1. Name and Address of Reporting Person^*

Geary James P II

(Last) (First) (Middle)

100 SOUTH FAIRFAX STREET

(Street)

ALEXANDRIA VIRGINIA 22314

(City) (State) (Zip)

UNITED STATES

(Country)

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

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

X	Director		10% Owner
	Officer (give title below)		Other (specify below)

2a. Foreign Trading Symbol

3. Date of Earliest Transaction (Month/Day/Year)
08/03/2026

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

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

4. If Amendment, Date of Original Filed (Month/Day/Year)
08/05/2026

Table I - Non-Derivative Securities Acquired, Disposed of, or Beneficially Owned
1. Title of Security (Instr. 3)	2. Transaction Date (Month/Day/Year)	2A. Deemed Execution Date, if any (Month/Day/Year)	3. Transaction Code (Instr. 8)		4. Securities Acquired (A) or Disposed Of (D) (Instr. 3, 4 and 5)			5. Amount of Securities Beneficially Owned Following Reported Transaction(s) (Instr. 3 and 4)	6. Ownership Form: Direct (D) or Indirect (I) (Instr. 4)	7. Nature of Indirect Beneficial Ownership (Instr. 4)
			Code	V	Amount	(A) or (D)	Price
Common Stock	08/03/2026		S		0(1)	D	$73.93	12,607	I	JPG Trust

Table II - Derivative Securities Acquired, Disposed of, or Beneficially Owned (e.g., puts, calls, warrants, options, convertible securities)
1. Title of Derivative Security (Instr. 3)	2. Conversion or Exercise Price of Derivative Security	3. Transaction Date (Month/Day/Year)	3A. Deemed Execution Date, if any (Month/Day/Year)	4. Transaction Code (Instr. 8)		5. Number of Derivative Securities Acquired (A) or Disposed of (D) (Instr. 3, 4 and 5)		6. Date Exercisable and Expiration Date (Month/Day/Year)		7. Title and Amount of Securities Underlying Derivative Security (Instr. 3 and 4)		8. Price of Derivative Security (Instr. 5)	9. Number of derivative Securities Beneficially Owned Following Reported Transaction(s) (Instr. 4)	10. Ownership Form: Direct (D) or Indirect (I) (Instr. 4)	11. Nature of Indirect Beneficial Ownership (Instr. 4)
				Code	V	(A)	(D)	Date Exercisable	Expiration Date	Title	Amount or Number of Shares

Explanation of Responses:

1. The sale of 3,150 shares reported on the original Form 4 filed on August 5, 2026 did not settle and was cancelled in its entirety. Accordingly, no disposition of shares occurred pursuant to the reported transaction. This Form 4/A amends the original Form 4 solely to correct the reported disposition and the reporting person's post-transaction beneficial ownership.

Remarks:

	/s/ Matthew Rucker, as Attorney-in-Fact for James P. Geary II	08/18/2026
	** 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 4 (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 4: SEC 1474 (03-26)