Burke & Herbert director sells 3,150 shares via trust

Burke & Herbert Financial Services Corp. director James P. Geary II, through JPG Trust, sold 3,150 shares of common stock on August 3, 2026 at a weighted average price of $73.93 per share, in multiple trades between $73.88 and $74.05.

Rhea-AI Filing Summary

Burke & Herbert Financial Services Corp. director James P. Geary II, through JPG Trust, sold 3,150 shares of common stock on August 3, 2026 at a weighted average price of $73.93 per share, in multiple trades between $73.88 and $74.05. After this sale, reported holdings include 9,457 shares in the trust, 34,468 shares held directly, and 3,637 shares held indirectly by his spouse. The Rule 10b5-1 checkbox was not marked, so the sale was not reported as pursuant to a trading plan.

Insider Trade Summary

Net Seller: 3,150 shares

Net Sell 3 txns

Insider Geary James P II

Role Director

Sold 3,150 shs ($233K)

Type	Security	Shares	Price	Value
Sale	Common Stock F1	3,150	$73.93	$233K
holding	Common Stock	--	--	--
holding	Common Stock	--	--	--

Holdings After Transaction: Common Stock — 9,457 shares (Indirect, JPG Trust); Common Stock — 34,468 shares (Direct); Common Stock — 3,637 shares (Indirect, By Spouse)

Footnotes (1)

1. F1. The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $73.88 to $74.05, inclusive. The reporting person undertakes to provide to the issuer, any security holder of the issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares purchased at each separate price within the ranges set forth in this footnote.

Key Figures

Shares sold: 3150 shares Weighted average sale price: $73.9300 per share Sale price range: $73.88–$74.05 per share +4 more

7 metrics

Shares sold 3150 shares Common stock sold indirectly via JPG Trust on August 3, 2026

Weighted average sale price $73.9300 per share Weighted average price for 3,150 shares sold on August 3, 2026

Sale price range $73.88–$74.05 per share Range of individual trade prices for the 3,150 shares sold

Trust holdings after sale 9457 shares Indirect holdings through JPG Trust following the reported sale

Direct holdings after sale 34468 shares Common stock held directly by James P. Geary II as of August 3, 2026

Spouse indirect holdings 3637 shares Common stock held indirectly and reported as owned by spouse

Net shares sold in filing 3150 shares Net sell direction for reported non-derivative transactions

Key Terms

weighted average price, multiple transactions, indirect, JPG Trust

4 terms

weighted average price financial

"The price reported in Column 4 is a weighted average price."

Weighted average price is the average price of a security where each trade or component is counted according to its size, so bigger trades pull the average more than smaller ones. Think of it like calculating the average cost of a grocery haul where items you bought more of have greater influence on the final per-item cost. Investors use it to understand the true average price paid or received, judge execution quality, and compare trading performance against market movement.

multiple transactions financial

"These shares were sold in multiple transactions at prices ranging from $73.88 to $74.05."

indirect financial

"Ownership_type is reported as indirect for certain common stock holdings."

JPG Trust other

"Nature_of_ownership for one position is described as JPG Trust."

FAQ

AI-generated questions and answers. How Rhea-AI works. Not financial advice.

What insider transaction did James P. Geary II report for BHRB?

James P. Geary II reported selling 3,150 Burke & Herbert common shares on August 3, 2026. The shares were held indirectly through JPG Trust and sold at a weighted average price of $73.93, across trades between $73.88 and $74.05.

At what price were the BHRB shares sold in this Form 4 filing?

The reported sale used a weighted average price of $73.93 per share. A footnote states the 3,150 shares were sold in multiple transactions, with individual prices ranging from $73.88 to $74.05 per share inclusive.

How many Burke & Herbert (BHRB) shares does Geary hold after the sale?

After the sale, holdings reported for James P. Geary II include 34,468 common shares held directly, 9,457 shares held indirectly through JPG Trust, and 3,637 shares held indirectly by his spouse, all as of August 3, 2026.

Was Geary’s BHRB stock sale reported under a Rule 10b5-1 trading plan?

No. The Rule 10b5-1 checkbox in the Form 4 was not marked. That means the reported sale of 3,150 Burke & Herbert shares was not identified as having been executed under a pre-arranged Rule 10b5-1 trading plan.

How are James P. Geary II’s BHRB shareholdings structured after this transaction?

His holdings are split among different ownership types: direct ownership of 34,468 shares, indirect ownership of 9,457 shares through JPG Trust, and an additional indirect position of 3,637 shares reported as held by his spouse.

AI-generated analysis. How Rhea-AI works. Not financial advice.

Form 4 Insider Transactions: What Each Field Means →

See more from StockTitan in Google Search and AI answers. Adds StockTitan as a preferred source · opens Google

Add on Google Not now

Available on EDGAR 08/05/2026 - 05:18 PM Accepted by SEC EDGAR 08/05/2026 - 05:17 PM 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^*

Geary James P II

(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)
08/03/2026

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)
			Code	V	Amount	(A) or (D)	Price
Common Stock	08/03/2026		S		3,150	D	$73.93(1)	9,457	I	JPG Trust
Common Stock								34,468	D
Common Stock								3,637	I	By Spouse

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. The price reported in Column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $73.88 to $74.05, inclusive. The reporting person undertakes to provide to the issuer, any security holder of the issuer, or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares purchased at each separate price within the ranges set forth in this footnote.

Remarks:

	/s/ Matthew Rucker, as Attorney-in-Fact for James P. Geary II	08/05/2026
	** 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)