STOCK TITAN

Director at Burke & Herbert (BHRB) awarded 1,000 restricted stock units

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

Rhea-AI Filing Summary

Burke & Herbert Financial Services Corp. director David Wilson reported an equity award and updated share holdings. He received 1,000 restricted stock units of common stock as compensation for board service at no cash cost, classified as an acquisition. According to the filing, the units vest on the first anniversary of the grant date, subject to continued service and meeting attendance requirements. After the grant, Wilson directly holds 23,348 shares of common stock and also reports several indirect positions, including shares held as custodian for family members, by his spouse, and through entities such as ADBM Landholdings, LLC and A.D.B.M. Properties, LLC.

Positive

  • None.

Negative

  • None.
Insider WILSON DAVID
Role null
Type Security Shares Price Value
Grant/Award Common Stock 1,000 $0.00 --
holding Common Stock -- -- --
holding Common Stock -- -- --
holding Common Stock -- -- --
holding Common Stock -- -- --
holding Common Stock -- -- --
holding Common Stock -- -- --
holding Common Stock -- -- --
holding Common Stock -- -- --
holding Common Stock -- -- --
holding Common Stock -- -- --
holding Common Stock -- -- --
Holdings After Transaction: Common Stock — 23,348 shares (Direct, null); Common Stock — 2,751 shares (Indirect, By Spouse)
Footnotes (1)
  1. [object Object]
Restricted stock grant 1,000 units Awarded for director service on 2026-06-19
Direct shares after grant 23,348 shares Common stock directly held following transaction
ADBM Landholdings, LLC position 38,142 shares Indirect holdings reported by ADBM Landholdings, LLC
A.D.B.M. Properties, LLC position 5,445 shares Indirect holdings reported by A.D.B.M. Properties, LLC
Spouse-held shares 2,751 shares Indirect ownership reported as held by spouse
Restricted stock units financial
"Restricted stock units awarded for service as a director."
Restricted stock units are a type of company reward where employees are promised shares of stock, but they only fully own these shares after meeting certain conditions, like staying with the company for a set time. They matter because they can become valuable assets and are often used to motivate employees to help the company succeed.
UGMA financial
"As Custodian for Miles Holland under UGMA"
indirect ownership financial
"ownership_type: "indirect", ownership_code: "I""
grant, award, or other acquisition financial
"transaction_code_description: "Grant, award, or other acquisition""
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FAQ

What insider transaction did Burke & Herbert (BHRB) director David Wilson report?

David Wilson reported an equity compensation award and updated holdings. He was granted 1,000 restricted stock units of Burke & Herbert common stock and disclosed his resulting direct and indirect share positions, including personal holdings, family custodial accounts, spouse holdings, and several related entity ownerships.

How many restricted stock units did David Wilson receive from Burke & Herbert (BHRB)?

David Wilson received 1,000 restricted stock units of common stock. The award was granted for his service as a director and carries no stated cash purchase price, functioning as stock-based compensation rather than an open-market share purchase or sale transaction.

What are the vesting terms for David Wilson’s restricted stock units at Burke & Herbert (BHRB)?

The restricted stock units vest on the first anniversary of the grant date. Vesting is conditioned on Wilson’s continued service as a director and satisfaction of specified board meeting attendance requirements described in the Form 4 footnote.

How many Burke & Herbert (BHRB) shares does David Wilson hold directly after this Form 4?

Following the reported grant, David Wilson directly holds 23,348 shares of Burke & Herbert common stock. This direct position is in addition to several indirect holdings reported through custodial accounts for family members, his spouse, and multiple related business entities.

What indirect Burke & Herbert (BHRB) holdings are associated with David Wilson?

Wilson reports indirect ownership in several blocks of Burke & Herbert common stock. Examples include 38,142 shares held by ADBM Landholdings, LLC and 5,445 shares held by A.D.B.M. Properties, LLC, along with smaller positions for family members and a spouse-held account.

Did David Wilson buy or sell Burke & Herbert (BHRB) shares on the market in this Form 4?

The Form 4 does not show open-market purchases or sales. It reports a grant of 1,000 restricted stock units as compensation and multiple holding entries that update direct and indirect positions, with no transactions classified as market buys or sells.
SEC Form 4
FORM 4UNITED 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*
WILSON DAVID

(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)
XDirector10% Owner
Officer (give title below)Other (specify below)
2a. Foreign Trading Symbol
3. Date of Earliest Transaction (Month/Day/Year)
06/19/2026
6. Individual or Joint/Group Filing (Check Applicable Line)
XForm 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)
CodeVAmount(A) or (D)Price
Common Stock06/19/2026A1,000(1)A$023,348D
Common Stock2,751IBy Spouse
Common Stock38,142IBy ADBM Landholdings, LLC
Common Stock5,445IBy A.D.B.M. Properties, LLC
Common Stock881IBy Millsboro Auto Mart II, LLC
Common Stock881IBy Boulevard Auto Sales, Inc.
Common Stock260IAs Custodian for Poppy Kline under UGMA
Common Stock205IAs Custodian for Madison Wilson under UGMA
Common Stock362IAs Custodian for David Wilson, III under UGMA
Common Stock385IAs Custodian for Foxi Holland under UGMA
Common Stock400IAs Custodian for Leo McCraken under UGMA
Common Stock198IAs Custodian for Miles Holland under UGMA
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)
CodeV(A)(D)Date ExercisableExpiration DateTitleAmount or Number of Shares
Explanation of Responses:
1. Restricted stock units awarded for service as a director. The units vest on the first anniversary of the grant date, subject to continued service and satisfaction of attendance requirements.
Remarks:
/s/ Matthew Rucker, as Attorney-in-Fact for David H. Wilson, Sr.06/22/2026
** Signature of Reporting PersonDate
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)