Burke & Herbert (BHRB) director reshapes 2,000-share holding via trust

Rhea-AI Filing Summary

Burke & Herbert Financial Services Corp. director James Mason Burke reported two restructuring transactions involving common stock. Both were coded as “other acquisition or disposition” and each covered 1,000 shares at a reported price of $0.00 per share.

After these moves, he holds 8,480 shares directly and 259,980 shares indirectly as co-trustee for The Burke Living Trust, indicating administrative changes in how his interests are organized rather than open-market buying or selling.

Insider Trade Summary

2 transactions reported

Mixed 2 txns

Insider Burke James Mason

Role null

Type	Security	Shares	Price	Value
Other	Common Stock	1,000	$0.00	--
Other	Common Stock	1,000	$0.00	--

Holdings After Transaction: Common Stock — 259,980 shares (Indirect, As co-Trustee for The Burke Living Trust); Common Stock — 8,480 shares (Direct, null)

Footnotes (1)

Key Figures

Restructuring transaction 1: 1,000 shares Restructuring transaction 2: 1,000 shares Direct holdings after transaction: 8,480 shares +2 more

5 metrics

Restructuring transaction 1 1,000 shares Common Stock, code J, direct ownership

Restructuring transaction 2 1,000 shares Common Stock, code J, indirect via The Burke Living Trust

Direct holdings after transaction 8,480 shares Common Stock, direct ownership

Indirect holdings after transaction 259,980 shares Common Stock, as co-trustee for The Burke Living Trust

Reported transaction price $0.00 per share Both J-code restructuring transactions

Key Terms

Form 4, indirect ownership, transaction code J, The Burke Living Trust

4 terms

Form 4 regulatory

"INSIDER FILING DATA (Form 4):"

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.

indirect ownership financial

""ownership_type": "indirect", "ownership_code": "I""

transaction code J regulatory

""transaction_code": "J", "transaction_code_description": "Other acquisition or disposition""

The Burke Living Trust financial

""nature_of_ownership": "As co-Trustee for The Burke Living Trust""

Form 4 Insider Transactions: What Each Field Means →

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^*

Burke James Mason

(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)
05/27/2026

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)
			Code	V	Amount	(A) or (D)	Price
Common Stock	05/27/2026		J		1,000	A	$0	259,980	I	As co-Trustee for The Burke Living Trust
Common Stock	05/27/2026		J		1,000	D	$0	8,480	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:

Remarks:

On May 27, 2026, the reporting person transferred 1,000 shares of BHRB common stock to the Burke Living Trust for no consideration. The reporting person is a trustee of the trust, and the reporting person and members of his immediate family are the sole beneficiaries of the trust. The reporting person remains the beneficial owner of the securities held by the trust.

	/s/ Matthew Rucker, as Attorney-in-Fact for James M. Burke	05/29/2026
	** 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)

FAQ

What insider transactions did Burke James Mason report for BHRB?

Burke James Mason reported two common stock transactions, each involving 1,000 shares. Both were coded as “other acquisition or disposition,” reflecting restructuring activity rather than traditional open-market buys or sells.

How many BHRB shares does Burke James Mason hold after these transactions?

After the reported transactions, Burke James Mason holds 8,480 BHRB shares directly and 259,980 shares indirectly as co-trustee for The Burke Living Trust, showing his total reported interest split between personal and trust ownership.

Were the BHRB insider transactions open-market purchases or sales?

The transactions were not reported as open-market purchases or sales. They carried transaction code J, described as “other acquisition or disposition,” and reflected restructuring activity with a reported price of $0.00 per share.

What does indirect ownership mean in Burke James Mason’s BHRB filing?

Indirect ownership means the shares are held through another entity rather than personally. In this case, 259,980 BHRB shares are reported as held indirectly by Burke James Mason as co-trustee for The Burke Living Trust.

How significant are the restructuring transactions in Burke James Mason’s BHRB holdings?

The filing shows two restructuring transactions totaling 2,000 shares. The context provided emphasizes administrative changes, with his resulting positions of 8,480 direct and 259,980 indirect shares clearly disclosed for investors tracking his overall reported stake.