Burke & Herbert (BHRB) officer has 202 shares withheld for tax

Filing Impact

(Neutral)

Filing Sentiment

(Neutral)

Form Type

Rhea-AI Filing Summary

Burke & Herbert Financial Services Corp. Chief Human Resources Officer Danyl R. Freeman reported a routine tax-related share disposition. On a Form 4, 202 shares of common stock were withheld at $64.64 per share to satisfy tax obligations, leaving 3,851 shares held directly and 6,106 shares held indirectly through an IRA.

Insider Trade Summary

2 transactions reported

Mixed 2 txns

Insider Freeman Danyl R

Role Chief Human Resources Officer

Type	Security	Shares	Price	Value
Tax Withholding	Common Stock	202	$64.64	$13K
holding	Common Stock	--	--	--

Holdings After Transaction: Common Stock — 3,851 shares (Direct, null); Common Stock — 6,106 shares (Indirect, By IRA)

Footnotes (1)

Key Figures

Tax-withheld shares: 202 shares Tax-withholding price: $64.64 per share Direct holdings after transaction: 3,851 shares +1 more

4 metrics

Tax-withheld shares 202 shares Common Stock withheld to cover tax liability

Tax-withholding price $64.64 per share Value of common stock used for tax-withholding disposition

Direct holdings after transaction 3,851 shares Common Stock held directly following tax withholding

Indirect IRA holdings 6,106 shares Common Stock held indirectly through an IRA

Key Terms

tax-withholding disposition, Common Stock, Form 4, IRA

4 terms

tax-withholding disposition financial

"transaction_action: "tax-withholding disposition" for 202 common shares"

A tax-withholding disposition is an event or transaction—such as selling or transferring securities, exercising options, or receiving compensation—that triggers a requirement to hold back part of the payment and remit it to tax authorities. It matters to investors because it reduces the cash they receive immediately and can change the timing and amount of taxable income, like a cashier taking a portion of your sale proceeds to pay taxes before you get the rest.

Common Stock financial

"security_title: "Common Stock" in the non-derivative transactions"

Common stock represents ownership shares in a company, giving investors a stake in its success and a say in important decisions through voting rights. It is the most common type of stock traded on markets and can provide income through dividends, as well as potential for value growth. For investors, holding common stock means sharing in the company’s profits and risks.

Form 4 regulatory

"INSIDER FILING DATA (Form 4) describing insider share activity"

Form 4 is a official document that company insiders, such as executives or major shareholders, file with regulators whenever they buy or sell company shares. It provides transparency about how those with inside knowledge are trading, helping investors see if insiders are confident in the company's prospects or may be selling for personal reasons. This information can influence investor decisions by revealing insiders' perspectives on the company's value.

IRA financial

"nature_of_ownership: "By IRA" for indirect holdings of 6,106 shares"

An individual retirement account (IRA) is a savings account designed to help people put aside money for their retirement, often with tax advantages that encourage long-term savings. It matters to investors because it can grow over time, providing financial security later in life, and offers benefits that can reduce current taxes or allow investments to compound more effectively.

Form 4 Insider Transactions: What Each Field Means →

05/04/2026 - 04:24 PM

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^*

Freeman Danyl R

(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)

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

2a. Foreign Trading Symbol

3. Date of Earliest Transaction (Month/Day/Year)
05/03/2026

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)

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)
1. Title of Security (Instr. 3)	2. Transaction Date (Month/Day/Year)	2A. Deemed Execution Date, if any (Month/Day/Year)	Code	V	Amount	(A) or (D)	Price		6. Ownership Form: Direct (D) or Indirect (I) (Instr. 4)	7. Nature of Indirect Beneficial Ownership (Instr. 4)
Common Stock	05/03/2026		F		202	D	$64.64	3,851	D
Common Stock								6,106	I	By IRA

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)
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)	Code	V	(A)	(D)	Date Exercisable	Expiration Date	Title	Amount or Number of Shares	8. Price of Derivative Security (Instr. 5)		10. Ownership Form: Direct (D) or Indirect (I) (Instr. 4)	11. Nature of Indirect Beneficial Ownership (Instr. 4)

Explanation of Responses:

Remarks:

	/s/ Matthew Rucker, as Attorney-in-Fact for Danyl R. Freeman	05/04/2026
	** 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)

Source: View Original Filing on SEC EDGAR

FAQ

What did BHRB executive Danyl R. Freeman report on this Form 4?

Danyl R. Freeman, Chief Human Resources Officer of Burke & Herbert Financial Services Corp., reported a tax-related share disposition. 202 common shares were withheld to cover tax obligations, with no open-market buy or sell activity disclosed in this filing.

How many BHRB shares were withheld for taxes in Freeman’s filing?

The filing shows 202 shares of Burke & Herbert Financial Services Corp. common stock withheld at $64.64 per share. This tax-withholding disposition is coded “F,” indicating shares were delivered to satisfy tax liabilities rather than sold on the open market.

How many BHRB shares does Freeman hold after the reported transactions?

After the reported tax withholding, Danyl R. Freeman holds 3,851 Burke & Herbert common shares directly. A separate holding entry shows 6,106 additional common shares held indirectly through an IRA, giving a clearer picture of his overall reported equity exposure.

Was this BHRB Form 4 an open-market sale by Danyl R. Freeman?

No, the Form 4 indicates a tax-withholding disposition coded “F,” not an open-market sale. Shares were delivered at $64.64 each to cover tax obligations, a common administrative event tied to equity compensation rather than a discretionary trade.

Does Freeman’s BHRB Form 4 show any option or derivative exercises?

The filing’s derivative summary is empty, indicating no option or other derivative exercises reported in this Form 4. The main activity is the tax-withholding disposition of 202 common shares, alongside disclosure of direct and IRA-based common stock holdings.