Burke & Herbert (NASDAQ: BHRB) EVP logs 659-share tax-withholding disposition

Rhea-AI Filing Summary

Burke & Herbert Financial Services Corp. executive reports routine tax-related share disposition. EVP and Chief Lending Officer Bradford E. Ritchie had 659 shares of Common Stock withheld at a price of $64.64 per share to cover tax obligations. Following this non-market tax-withholding disposition, he directly holds 23,078 Common Stock shares.

Insider Trade Summary

1 transaction reported

Mixed 1 txn

Insider Ritchie Bradford E

Role EVP, Chief Lending Officer

Type	Security	Shares	Price	Value
Tax Withholding	Common Stock	659	$64.64	$43K

Holdings After Transaction: Common Stock — 23,078 shares (Direct, null)

Footnotes (1)

Key Figures

Tax-withheld shares: 659 shares Per-share value: $64.64 per share Shares held after: 23,078 shares

3 metrics

Tax-withheld shares 659 shares Common Stock delivered for tax withholding

Per-share value $64.64 per share Value used in tax-withholding disposition

Shares held after 23,078 shares Direct Common Stock holdings post-transaction

Key Terms

tax-withholding disposition, Common Stock, Form 4

3 terms

tax-withholding disposition financial

"transaction_action: "tax-withholding disposition""

A tax-withholding disposition is an event or transaction—such as selling or transferring securities, exercising options, or receiving compensation—that triggers a requirement to hold back part of the payment and remit it to tax authorities. It matters to investors because it reduces the cash they receive immediately and can change the timing and amount of taxable income, like a cashier taking a portion of your sale proceeds to pay taxes before you get the rest.

Common Stock financial

"security_title: "Common Stock""

Common stock represents ownership shares in a company, giving investors a stake in its success and a say in important decisions through voting rights. It is the most common type of stock traded on markets and can provide income through dividends, as well as potential for value growth. For investors, holding common stock means sharing in the company’s profits and risks.

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.

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^*

Ritchie Bradford E

(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)

	Director		10% Owner
X	Officer (give title below)		Other (specify below)
	EVP, Chief Lending Officer

2a. Foreign Trading Symbol

3. Date of Earliest Transaction (Month/Day/Year)
05/03/2026

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	05/03/2026		F		659	D	$64.64	23,078	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:

	/s/ Matthew Rucker, as Attorney-in-Fact for Bradford E. Ritchie	05/04/2026
	** 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 transaction did BHRB executive Bradford E. Ritchie report?

Bradford E. Ritchie reported a tax-withholding disposition of Burke & Herbert Financial Services Corp. Common Stock. The transaction involved 659 shares withheld to satisfy tax obligations, rather than an open-market sale, and is recorded on a Form 4 insider filing.

How many BHRB shares were involved in Bradford E. Ritchie’s Form 4 filing?

The Form 4 shows 659 Common Stock shares of Burke & Herbert Financial Services Corp. used for tax withholding. This disposition was reported under transaction code F, which indicates payment of a tax liability by delivering securities instead of cash.

At what price were the BHRB shares valued in the tax-withholding transaction?

The 659 Burke & Herbert Financial Services Corp. shares in the tax-withholding disposition were valued at $64.64 per share. This price is used to determine the value of shares delivered to cover the reporting person’s tax obligation associated with an underlying equity event.

How many BHRB shares does Bradford E. Ritchie hold after this transaction?

After the tax-withholding disposition, Bradford E. Ritchie directly holds 23,078 Burke & Herbert Financial Services Corp. Common Stock shares. This figure, disclosed in the Form 4, reflects his remaining direct ownership following the 659-share tax-related share delivery.

Was the BHRB Form 4 transaction an open-market sale of shares?

No, the Form 4 transaction for Burke & Herbert Financial Services Corp. was a tax-withholding disposition, not an open-market sale. Code F indicates shares were delivered to cover a tax liability related to equity compensation, rather than sold on the open market.