Burke & Herbert (BHRB) EVP reports 142-share tax-withholding move

Filing Impact

(Neutral)

Filing Sentiment

(Neutral)

Form Type

Rhea-AI Filing Summary

Burke & Herbert Financial Services Corp. executive Angela R. Zirk reported a routine tax-related share disposition. On a Form 4, 142 shares of common stock were used to satisfy tax obligations at a value of $64.64 per share. After this tax-withholding disposition, she directly holds 2,870 common shares and indirectly holds 1,928 shares through an IRA.

Insider Trade Summary

2 transactions reported

Mixed 2 txns

Insider Zirk Angela R

Role EVP, Chief Experience Officer

Type	Security	Shares	Price	Value
Tax Withholding	Common Stock	142	$64.64	$9K
holding	Common Stock	--	--	--

Holdings After Transaction: Common Stock — 2,870 shares (Direct, null); Common Stock — 1,928 shares (Indirect, By IRA)

Footnotes (1)

Key Figures

Tax-withholding shares: 142 shares Tax-withholding price: $64.64 per share Direct holdings after transaction: 2,870 shares +1 more

4 metrics

Tax-withholding shares 142 shares Common Stock delivered for tax obligations

Tax-withholding price $64.64 per share Value used for 142-share disposition

Direct holdings after transaction 2,870 shares Common Stock held directly following Form 4 event

Indirect IRA holdings 1,928 shares Common Stock held indirectly via IRA

Key Terms

tax-withholding disposition, Common Stock, IRA, Form 4

4 terms

tax-withholding disposition financial

"transaction_action: "tax-withholding disposition" for 142 common shares"

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 is listed as "Common Stock" for both entries"

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.

IRA financial

"nature_of_ownership notes indirect ownership "By IRA""

An individual retirement account (IRA) is a savings account designed to help people put aside money for their retirement, often with tax advantages that encourage long-term savings. It matters to investors because it can grow over time, providing financial security later in life, and offers benefits that can reduce current taxes or allow investments to compound more effectively.

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 →

05/04/2026 - 04:24 PM

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^*

Zirk Angela 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)

	Director	10% Owner
X	Officer (give title below)	Other (specify below)
	EVP, Chief Experience 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)
1. Title of Security (Instr. 3)	2. Transaction Date (Month/Day/Year)	2A. Deemed Execution Date, if any (Month/Day/Year)	Code	V	Amount	(A) or (D)	Price		6. Ownership Form: Direct (D) or Indirect (I) (Instr. 4)	7. Nature of Indirect Beneficial Ownership (Instr. 4)
Common Stock	05/03/2026		F		142	D	$64.64	2,870	D
Common Stock								1,928	I	By IRA

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)
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)	Code	V	(A)	(D)	Date Exercisable	Expiration Date	Title	Amount or Number of Shares	8. Price of Derivative Security (Instr. 5)		10. Ownership Form: Direct (D) or Indirect (I) (Instr. 4)	11. Nature of Indirect Beneficial Ownership (Instr. 4)

Explanation of Responses:

Remarks:

	/s/ Matthew Rucker, as Attorney-in-Fact for Angela R. Zirk	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)

Source: View Original Filing on SEC EDGAR

FAQ

What insider transaction did BHRB executive Angela R. Zirk report on this Form 4?

Angela R. Zirk reported a tax-withholding disposition of 142 shares of Burke & Herbert common stock. The shares were delivered to cover tax obligations, not sold on the open market, and were valued at $64.64 per share according to the filing.

How many BHRB shares did Angela R. Zirk retain directly after the reported transaction?

After the tax-withholding disposition, Angela R. Zirk directly holds 2,870 shares of Burke & Herbert common stock. This figure reflects her remaining direct ownership position immediately following the 142-share tax payment transaction reported on the Form 4 filing.

Does Angela R. Zirk have indirect ownership of Burke & Herbert (BHRB) shares?

Yes. The Form 4 shows Angela R. Zirk indirectly owns 1,928 shares of Burke & Herbert common stock through an IRA. This indirect position is separate from her 2,870 directly held shares and is reported with ownership type indicated as indirect by IRA.

What does transaction code "F" mean in Angela R. Zirk’s BHRB Form 4?

Transaction code "F" on the Form 4 indicates a tax-withholding disposition. In this case, 142 Burke & Herbert shares were delivered to pay an exercise price or tax liability, meaning the shares were not part of an open-market sale but used to satisfy tax obligations.

Was the reported BHRB transaction a buy or sell by Angela R. Zirk?

The transaction was a tax-withholding disposition, not a traditional market buy or sell. Shares were delivered to cover tax-related obligations, coded as "F" on the Form 4, which signifies payment of exercise price or tax liability by delivering securities.