Burke & Herbert director acquires 9,858 shares

Burke & Herbert Financial Services Corp. (BHRB) director Georgette R. George reported an indirect acquisition of 9,858 common shares on August 21, 2026, coded as an acquisition by will or laws of descent and distribution and held by her spouse.

Rhea-AI Filing Summary

Burke & Herbert Financial Services Corp. (BHRB) director Georgette R. George reported an indirect acquisition of 9,858 common shares on August 21, 2026, coded as an acquisition by will or laws of descent and distribution and held by her spouse. Following this, she reports 22,971 shares held directly, plus several indirect holdings, including 9,858 shares by spouse, and additional stakes through a 401(k) plan, investment partnership, trusts, and a corporate entity.

Insider Trade Summary

Estate Transfer: 9,858 shares

Estate Transfer 7 txns

Insider George Georgette R.

Role Director

Type	Security	Shares	Price	Value
Estate Transfer	Common Stock	9,858	$0.00	$0.00
holding	Common Stock	--	--	--
holding	Common Stock	--	--	--
holding	Common Stock	--	--	--
holding	Common Stock	--	--	--
holding	Common Stock	--	--	--
holding	Common Stock	--	--	--

Holdings After Transaction: Common Stock — 9,858 shares (Indirect, By Spouse); Common Stock — 22,971 shares (Direct); Common Stock — 38,722 shares (Indirect, By George Brothers Investment Partnership); Common Stock — 38,321 shares (Indirect, LeRoy M. Rashid 1996 Irrevocable Trust Family Fund); Common Stock — 21,032 shares (Indirect, By 401(k) Plan FBO Spouse); Common Stock — 9,696 shares (Indirect, By Sellaro Enterprises, Inc.); Common Stock — 1,971 shares (Indirect, By Catherine V. George Revocable Trust)

Key Figures

Indirect acquisition shares: 9,858 shares of Common Stock Direct holdings after transaction: 22,971 shares of Common Stock Indirect holdings by spouse after transaction: 9,858 shares of Common Stock +3 more

6 metrics

Indirect acquisition shares 9,858 shares of Common Stock Acquisition by will or laws of descent and distribution on August 21, 2026, held by spouse

Direct holdings after transaction 22,971 shares of Common Stock Shares held directly by Georgette R. George following the reported transaction

Indirect holdings by spouse after transaction 9,858 shares of Common Stock Indirect ownership reported as "By Spouse" after the acquisition

Indirect holdings by George Brothers Investment Partnership 38,722 shares of Common Stock Indirect ownership reported as "By George Brothers Investment Partnership"

Indirect holdings by LeRoy M. Rashid 1996 Irrevocable Trust Family Fund 38,321 shares of Common Stock Indirect ownership reported through this trust

Indirect holdings by 401(k) Plan FBO Spouse 21,032 shares of Common Stock Indirect ownership reported as "By 401(k) Plan FBO Spouse"

Key Terms

laws of descent and distribution, indirect, 401(k) Plan

3 terms

laws of descent and distribution regulatory

"Acquisition or disposition by will or laws of descent and distribution"

indirect financial

"ownership_type": "indirect""

401(k) Plan financial

"nature_of_ownership": "By 401(k) Plan FBO Spouse""

A 401(k) plan is a workplace retirement account that lets employees set aside part of their pay into a tax-advantaged savings pot, often with employers adding matching contributions — like a workplace piggy bank for future income. It matters to investors because the amount people save and how employers fund these plans influence consumer spending, corporate payroll costs and the flow of money into financial markets, which can affect stock prices and company valuations.

FAQ

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

What insider transaction did BHRB director Georgette R. George report?

Georgette R. George reported an indirect acquisition of 9,858 shares of common stock on August 21, 2026, classified as an acquisition by will or laws of descent and distribution and held by her spouse.

How many BHRB shares did Georgette R. George acquire in this Form 4?

She acquired 9,858 shares of Burke & Herbert Financial Services Corp. common stock indirectly, at a reported per-share price of $0.00, reflecting a transfer by will or laws of descent and distribution rather than a market purchase.

What are Georgette R. George’s direct holdings of BHRB after the reported transaction?

After the reported transaction, Georgette R. George holds 22,971 shares of BHRB common stock directly, as disclosed in the Form 4 holding entry dated August 21, 2026.

What indirect BHRB shareholdings are reported for Georgette R. George and related entities?

Indirect holdings include 9,858 shares by spouse, 38,722 shares by George Brothers Investment Partnership, 38,321 shares by the LeRoy M. Rashid 1996 Irrevocable Trust Family Fund, 21,032 shares by a 401(k) Plan for spouse, 9,696 shares by Sellaro Enterprises, Inc., and 1,971 shares by the Catherine V. George Revocable Trust.

Was the BHRB insider transaction made under a Rule 10b5-1 trading plan?

The filing’s Rule 10b5-1 checkbox is not marked as affirmative (aff_10b5_one is false), indicating the Form 4 does not state that the reported transactions were executed under a Rule 10b5-1 trading plan.

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

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Accepted by SEC EDGAR 08/21/2026 - 02:56 PM EDT 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^*

George Georgette 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)

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

2a. Foreign Trading Symbol

3. Date of Earliest Transaction (Month/Day/Year)
08/21/2026

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	08/21/2026		W		9,858	A	$0	9,858	I	By Spouse
Common Stock								22,971	D
Common Stock								38,722	I	By George Brothers Investment Partnership
Common Stock								38,321	I	LeRoy M. Rashid 1996 Irrevocable Trust Family Fund
Common Stock								21,032	I	By 401(k) Plan FBO Spouse
Common Stock								9,696	I	By Sellaro Enterprises, Inc.
Common Stock								1,971	I	By Catherine V. George Revocable 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:

Remarks:

	/s/ Matthew Rucker, as Attorney-in-Fact for Georgette R. George	08/21/2026
	** 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)