Director Barnwell buys 5,000 Burke & Herbert (BHRB) shares

Rhea-AI Filing Summary

Burke & Herbert Financial Services Corp. director Julian Forrest Barnwell Jr. bought 5,000 shares of common stock in an open‑market transaction at $62.7591 per share. After this purchase, he directly owns 26,580 shares. He also reports indirect holdings through multiple trusts, including 1,000 shares in the Julian F Barnwell Jr Irrevocable Trust, 208,939 shares as trustee for the Patricia Barnwell Irrevocable Trust, 91,361 shares as trustee for the Barnwell Charitable Lead Trust, and 84,083 shares as trustee for the Barnwell Family Trust.

Insider Trade Summary

Net Buyer: 5,000 shares ($313,796)

Net Buy 5 txns

Insider Barnwell Julian Forrest Jr.

Role null

Bought 5,000 shs ($314K)

Type	Security	Shares	Price	Value
Purchase	Common Stock	5,000	$62.7591	$314K
holding	Common Stock	--	--	--
holding	Common Stock	--	--	--
holding	Common Stock	--	--	--
holding	Common Stock	--	--	--

Holdings After Transaction: Common Stock — 26,580 shares (Direct, null); Common Stock — 84,083 shares (Indirect, Trustee for Barnwell Family Trust)

Footnotes (1)

Key Figures

Open-market purchase: 5,000 shares Purchase price: $62.7591 per share Direct holdings after transaction: 26,580 shares +4 more

7 metrics

Open-market purchase 5,000 shares Common Stock bought in open market on 2026-06-03

Purchase price $62.7591 per share Price for 5,000-share open-market buy

Direct holdings after transaction 26,580 shares Director’s direct common stock position after purchase

Julian F Barnwell Jr Irrevocable Trust 1,000 shares Indirect common stock holding via irrevocable trust

Patricia Barnwell Irrevocable Trust 208,939 shares Indirect holding as trustee

Barnwell Charitable Lead Trust 91,361 shares Indirect holding as trustee

Barnwell Family Trust 84,083 shares Indirect holding as trustee

Key Terms

open-market purchase, indirect ownership, irrevocable trust, charitable lead trust, +1 more

5 terms

open-market purchase financial

"transaction_action: open-market purchase"

An open-market purchase is when an investor or a company buys shares on a public stock exchange at the going market price, rather than through a private deal. It matters to investors because these purchases change how many shares are available, can push the stock price up or signal confidence from large buyers, and often affect per-share metrics like earnings—think of it like someone buying lots of apples off a grocery shelf, reducing supply and potentially raising the price.

indirect ownership financial

"ownership_type: indirect; nature_of_ownership shows various trusts"

irrevocable trust financial

"Julian F Barnwell, Jr Irrevocable Trust; Patricia Barnwell Irrevocable Trust"

An irrevocable trust is a legal arrangement where an owner transfers assets into a separate entity managed by a trustee and gives up the power to modify or reclaim those assets. For investors it matters because putting stock or other holdings into such a trust can change who controls and benefits from the assets, affect taxes and creditor protection, and influence how easy it is to sell or value those holdings—like placing valuables in a locked safe overseen by someone else.

charitable lead trust financial

"Trustee for Barnwell Charitable Lead Trust"

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.

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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^*

Barnwell Julian Forrest Jr.

(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)
06/03/2026

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	06/03/2026		P		5,000	A	$62.7591	26,580	D
Common Stock								84,083	I	Trustee for Barnwell Family Trust
Common Stock								91,361	I	Trustee for Barnwell Charitable Lead Trust
Common Stock								208,939	I	Trustee for Patricia Barnwell Irrevocable Trust
Common Stock								1,000	I	Julian F Barnwell, Jr Irrevocable 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 Julian F. Barnwell, Jr	06/05/2026
	** 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)

FAQ

What insider transaction did BHRB director Julian Barnwell report?

Director Julian Forrest Barnwell Jr. reported buying 5,000 shares of Burke & Herbert common stock. The transaction was an open‑market purchase, reflecting a direct increase in his personal shareholdings as disclosed in the Form 4 filing.

At what price did the BHRB director purchase shares on this Form 4?

He purchased 5,000 Burke & Herbert common shares at $62.7591 per share. This price is the reported average transaction price for the open‑market buy disclosed in the Form 4 insider trading report.

How many Burke & Herbert shares does the director own after the transaction?

Following the 5,000‑share purchase, the director directly owns 26,580 Burke & Herbert common shares. This direct position is separate from additional indirect holdings reported through several family and charitable trusts where he serves as trustee.

What indirect BHRB shareholdings are reported through trusts?

Indirect holdings include 1,000 shares in the Julian F Barnwell Jr Irrevocable Trust, 208,939 shares as trustee for the Patricia Barnwell Irrevocable Trust, 91,361 shares for the Barnwell Charitable Lead Trust, and 84,083 shares for the Barnwell Family Trust.

Does the Form 4 show any BHRB share sales by the director?

The Form 4 shows one open‑market purchase of 5,000 Burke & Herbert shares and no reported sales. Other entries simply update indirect holdings in various trusts without indicating buy or sell transactions during the reported period.