Burke & Herbert director sells 1,112 shares

Burke & Herbert Financial Services Corp. director Jill S. Upson reported an open-market sale of 1,112 shares of common stock.

Rhea-AI Filing Summary

Burke & Herbert Financial Services Corp. director Jill S. Upson reported an open-market sale of 1,112 shares of common stock. The transaction took place on May 20, 2026 at an average price of $63.305 per share. Following this sale, she directly holds 2,000 common shares.

Insights

Equity compensation & insider-trading analyst

Director executed a routine open-market sale of 1,112 shares.

Director Jill S. Upson sold 1,112 shares of Burke & Herbert Financial Services Corp. common stock in an open-market transaction at $63.305 per share. The trade is coded as an open-market sale, indicating a discretionary disposition.

After the sale, she directly owns 2,000 common shares, and there are no derivative holdings shown in this filing. With only one sale transaction and no indication of a trading plan or related entities in the footnotes, this appears as a straightforward, single-event sale whose broader significance depends on total company share count and future activity.

Insider Trade Summary

Net Seller: 1,112 shares

Net Sell 1 txn

Insider Upson Jill S

Role Director

Sold 1,112 shs ($70K)

Type	Security	Shares	Price	Value
Sale	Common Stock	1,112	$63.305	$70K

Holdings After Transaction: Common Stock — 2,000 shares (Direct)

Key Figures

Shares sold: 1,112 shares Sale price per share: $63.305 per share Shares owned after transaction: 2,000 shares +2 more

5 metrics

Shares sold 1,112 shares Open-market sale on May 20, 2026

Sale price per share $63.305 per share Average price for the May 20, 2026 sale

Shares owned after transaction 2,000 shares Direct common stock holdings post-sale

Net buy/sell shares -1,112 shares Net selling activity in this Form 4

Transactions of type 'sell' 1 transaction Single non-derivative open-market sale reported

Key Terms

open-market sale, Common Stock, Form 4

3 terms

open-market sale financial

"reported an open-market sale of 1,112 shares of common stock"

An open-market sale is when a shareholder sells existing shares directly on a public exchange to any willing buyer, rather than through a private deal. Think of it like putting goods on a busy market stall where price is set by supply and demand; for investors it matters because such sales increase available supply, can put short-term downward pressure on the stock price, and signal changes in liquidity or investor confidence.

Common Stock financial

"open-market sale of 1,112 shares of 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

"was reported on a Form 4 insider trading filing with the SEC"

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.

FAQ

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

What insider transaction did Burke & Herbert (BHRB) disclose for Jill S. Upson?

Burke & Herbert disclosed that director Jill S. Upson executed an open-market sale of 1,112 shares of common stock. The transaction occurred on May 20, 2026, and was reported on a Form 4 insider trading filing with the SEC.

How many Burke & Herbert (BHRB) shares did Jill S. Upson sell and at what price?

Jill S. Upson sold 1,112 shares of Burke & Herbert common stock in an open-market transaction. The reported average sale price was $63.305 per share, according to the Form 4 insider trading disclosure filed for this transaction.

How many Burke & Herbert (BHRB) shares does Jill S. Upson hold after the sale?

After the reported transaction, Jill S. Upson directly holds 2,000 shares of Burke & Herbert common stock. This post-transaction ownership figure is disclosed in the Form 4 and reflects her remaining direct holdings following the 1,112-share sale.

Was the Burke & Herbert (BHRB) transaction by Jill S. Upson an open-market sale?

Yes. The Form 4 identifies the transaction as an open-market sale of common stock, using transaction code "S." This indicates the shares were sold in the market or a private sale, rather than representing a grant, option exercise, or tax withholding event.

Does the Jill S. Upson Form 4 for Burke & Herbert (BHRB) show any derivative securities?

No derivative securities are listed for Jill S. Upson in this Form 4. The filing shows only a single non-derivative transaction in common stock and a post-transaction direct ownership of 2,000 common shares with no remaining options or similar instruments disclosed.

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

Form 4 Insider Transactions: What Each Field Means →

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Accepted by SEC EDGAR 05/21/2026 - 09:22 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^*

Upson Jill S

(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)
05/20/2026

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	05/20/2026		S		1,112	D	$63.305	2,000	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 Jill S. Upson	05/21/2026
	** 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)