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Burke & Herbert (BHRB) insider corrects mistaken filing on RSU award

Filing Impact
(Neutral)
Filing Sentiment
(Neutral)
Form Type
4/A

Rhea-AI Filing Summary

Burke & Herbert Financial Services Corp. officer Patrick K. Huffman filed an amended insider trading report to correct a previous mistake. The earlier filing incorrectly showed an award of 950 time-vested restricted stock units as if they had already been granted.

The explanation clarifies that this RSU award will not be effective until May 3, 2026, and the units vest in three annual installments beginning on that date. As of January 22, 2026, Huffman beneficially owned 1,000 shares of common stock, which is what the updated Form 4/A reflects.

Positive

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Negative

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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*
Huffman Patrick Kip

(Last) (First) (Middle)
100 SOUTH FAIRFAX STREET

(Street)
ALEXANDRIA VA 22314

(City) (State) (Zip)
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)
Director 10% Owner
X Officer (give title below) Other (specify below)
SVP, Chief Accounting Officer
3. Date of Earliest Transaction (Month/Day/Year)
01/22/2026
4. If Amendment, Date of Original Filed (Month/Day/Year)
01/23/2026
6. Individual or Joint/Group Filing (Check Applicable Line)
X Form filed by One Reporting Person
Form filed by More than One Reporting Person
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 01/22/2026 J(1) 950 D $0 1,000 D
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. On January 23, 2026, the reporting person mistakenly filed a Form 4 reporting an award of 950 time vested restricted stock units (RSUs) that vest in three annual installments beginning on May 3, 2026. The award will not be effective until May 3, 2026. As of January 22, 2026, the reporting person only owned 1,000 shares of common stock.
Remarks:
/s/ Matthew Rucker, as Attorney-in-Fact for Patrick K. Huffman 02/06/2026
** 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.

FAQ

What does the Burke & Herbert (BHRB) Form 4/A filing correct?

The Form 4/A corrects a mistaken prior insider report. A previous filing improperly reported an award of 950 restricted stock units as if effective. The amendment explains that the award is not effective until May 3, 2026, and updates the share ownership accordingly.

How many Burke & Herbert (BHRB) shares does Patrick K. Huffman own?

Patrick K. Huffman is reported as owning 1,000 common shares. The filing states that as of January 22, 2026, he beneficially owned 1,000 shares of Burke & Herbert common stock, after correcting the earlier mistaken reporting of 950 restricted stock units.

What was the mistake in the earlier Burke & Herbert (BHRB) insider report?

The earlier report mistakenly treated 950 RSUs as already awarded. It showed time-vested restricted stock units as if granted, even though the award is not effective until May 3, 2026, leading to this corrective Form 4/A filing.

When do the 950 Burke & Herbert (BHRB) RSUs for Patrick K. Huffman become effective?

The 950 restricted stock units become effective on May 3, 2026. The filing notes that these time-vested RSUs vest in three annual installments beginning May 3, 2026, and were mistakenly reported as granted earlier in a prior Form 4.

What is Patrick K. Huffman’s role at Burke & Herbert (BHRB)?

Patrick K. Huffman serves as SVP, Chief Accounting Officer. The Form 4/A lists him as an officer of Burke & Herbert Financial Services Corp. with that title, and reports his corrected beneficial ownership of the company’s common stock.

What transaction code is used in the Burke & Herbert (BHRB) Form 4/A?

The filing uses transaction code J for the reported entry. Code J in Table I is associated with a disposition of 950 shares at a price of $0, reflecting the technical correction tied to the previously misreported restricted stock units.
Burke & Herbert

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