Burke & Herbert (BHRB) director gets 1,000-share grant, reports 269,460 total holdings

Rhea-AI Filing Summary

Burke James Mason reported acquisition or exercise transactions in this Form 4 filing.

Burke & Herbert Financial Services Corp. director James Mason Burke reported a compensation-related equity award and his updated holdings. He received 1,000 shares of Common Stock as a grant for board service, with total directly held shares rising to 9,480. A separate line shows 259,980 shares of Common Stock held indirectly as co-trustee for The Burke Living Trust. The footnote explains these are restricted stock units granted for service as a director, vesting on the first anniversary of the grant date, subject to continued service and meeting attendance requirements, indicating a routine, time-based incentive award rather than an open-market purchase.

Insights

Corporate governance and insider-compensation analyst

Routine director equity grant; no open-market buying or selling.

Director James Mason Burke received 1,000 Common Stock units as a grant coded "A", described as restricted stock units for board service. The grant price is listed as $0.0000 per share, which is typical for compensation awards rather than market transactions.

The award vests on the first anniversary of the grant date, conditioned on continued service and attendance requirements. After the grant, he directly holds 9,480 shares and is also listed as co-trustee for 259,980 shares held indirectly in The Burke Living Trust. No shares were reported as bought or sold on the market.

From an investment perspective, this looks like a standard equity-based incentive to align director interests with shareholders, with neutral impact on the broader thesis. The filing shows no derivative positions and a net neutral buy-sell balance, underscoring its administrative, compensation-focused nature.

Insider Trade Summary

2 transactions reported

Mixed 2 txns

Insider Burke James Mason

Role null

Type	Security	Shares	Price	Value
Grant/Award	Common Stock	1,000	$0.00	--
holding	Common Stock	--	--	--

Holdings After Transaction: Common Stock — 9,480 shares (Direct, null); Common Stock — 259,980 shares (Indirect, As co-Trustee for The Burke Living Trust)

Footnotes (1)

1. [object Object]

Key Figures

Equity grant size: 1,000 shares Grant price per share: $0.0000/share Direct holdings after grant: 9,480 shares +2 more

5 metrics

Equity grant size 1,000 shares Common Stock grant coded "A" on transaction date

Grant price per share $0.0000/share Reported price for the 1,000-share director award

Direct holdings after grant 9,480 shares Total Common Stock directly owned post-transaction

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

Award vesting period 1 year Restricted stock units vest on first anniversary of grant

Key Terms

Restricted stock units, Grant, award, or other acquisition, co-Trustee, vesting, +1 more

5 terms

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.

Grant, award, or other acquisition financial

"transaction_code_description: Grant, award, or other acquisition"

co-Trustee financial

"As co-Trustee for The Burke Living Trust"

vesting financial

"The units vest on the first anniversary of the grant date"

Vesting is the process by which you earn full ownership of something, like company stock or a retirement benefit, over time. It’s like earning the right to keep a gift piece by piece the longer you stay with a company, making sure employees stay committed before they receive all the benefits.

attendance requirements financial

"subject to continued service and satisfaction of attendance requirements"

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Form 4 Insider Transactions: What Each Field Means →

Available on EDGAR 06/22/2026 - 11:23 AM Accepted by SEC EDGAR 06/22/2026 - 11:23 AM 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^*

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)
06/19/2026

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	06/19/2026		A		1,000(1)	A	$0	9,480	D
Common Stock								259,980	I	As co-Trustee for The Burke Living 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. 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 James M. Burke	06/22/2026
	** 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)