STOCK TITAN

Burke & Herbert (BHRB) CFO exercises 829 RSUs, 443 shares withheld for tax

(Neutral)
(Negative)
Form Type
4

Rhea-AI Filing Summary

Burke & Herbert Financial Services Corp. EVP and CFO Roy Eugene Halyama reported the vesting of 829 restricted stock units on January 19, 2026, converting one-for-one into 829 shares of common stock. To cover tax obligations, a tax-withholding disposition of 443 shares occurred at $64.67 per share. After these transactions, he directly owns 14,069 shares of common stock. The RSUs were granted on January 19, 2023, with vesting conditioned on continued service through the vesting date.

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Insider Halyama Roy Eugene
Role EVP, Chief Financial Officer
Type Security Shares Price Value
Exercise Restricted Stock Units 829 $0.00 $0.00
Exercise Common Stock 829 $0.00 $0.00
Exercise Price or Tax Liability Common Stock 443 $64.67 $29K
Holdings After Transaction: Restricted Stock Units — 0 shares (Direct); Common Stock — 14,069 shares (Direct)
Footnotes (2)
  1. F1. Restricted stock units convert into common stock on a one-for-one basis.
  2. F2. On January 19, 2023, the reporting person was granted 829 restricted stock units, vesting on January 19, 2026, assuming continued service at that time.
RSUs vested and converted 829 restricted stock units Restricted stock units converting into common stock on January 19, 2026
Common shares from RSU vesting 829 shares Common stock received upon one-for-one RSU conversion
Shares withheld for taxes 443 shares Tax-withholding disposition of common stock at vesting
Tax withholding price $64.67 per share Per-share value used for the 443-share tax-withholding disposition
Post-transaction common shares held 14,069 shares Direct ownership of Burke & Herbert common stock after reported transactions
Restricted Stock Units financial
"Security title reported as Restricted Stock Units"
Restricted stock units are a type of company reward where employees are promised shares of stock, but they only fully own these shares after meeting certain conditions, like staying with the company for a set time. They matter because they can become valuable assets and are often used to motivate employees to help the company succeed.
exercise or conversion of derivative security financial
"Transaction code description: Exercise or conversion of derivative security"
tax-withholding disposition financial
"Transaction action described as 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.

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

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FAQ

What insider transaction did BHRB's CFO report on January 19, 2026?

Burke & Herbert’s CFO Roy Eugene Halyama reported the vesting of 829 restricted stock units on January 19, 2026, which converted one-for-one into 829 shares of common stock, as disclosed in his Form 4 insider filing.

How many BHRB restricted stock units vested for the CFO, and when?

A total of 829 restricted stock units vested for Burke & Herbert CFO Roy Eugene Halyama on January 19, 2026. These RSUs were originally granted on January 19, 2023, with vesting conditioned on his continued service through the vesting date.

How many BHRB shares were withheld for taxes and at what price?

The Form 4 shows a tax-withholding disposition of 443 shares of Burke & Herbert common stock at $64.67 per share. This withholding was reported as a payment of tax liability by delivering shares rather than a market sale.

How many BHRB shares does the CFO own after these transactions?

Following the reported transactions, Burke & Herbert CFO Roy Eugene Halyama directly owns 14,069 shares of common stock. This post-transaction holding reflects his direct ownership position after the RSU vesting and related tax-withholding share disposition.

What was the original grant date of the 829 BHRB restricted stock units?

The 829 restricted stock units granted to Burke & Herbert CFO Roy Eugene Halyama were awarded on January 19, 2023. According to the disclosure, these RSUs were scheduled to vest on January 19, 2026, assuming his continued service through that date.
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*
Halyama Roy Eugene

(Last) (First) (Middle)
100 SOUTH FAIRFAX STREET

(Street)
ALEXANDRIA VA 22314

(City) (State) (Zip)
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 Financial Officer
3. Date of Earliest Transaction (Month/Day/Year)
01/19/2026
4. If Amendment, Date of Original Filed (Month/Day/Year)
6. Individual or Joint/Group Filing (Check Applicable Line)
X Form filed by One Reporting Person
Form filed by More than One Reporting Person
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 01/19/2026 M 829 A (1) 14,512 D
Common Stock 01/19/2026 F 443 D $64.67 14,069 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
Restricted Stock Units (1) 01/19/2026 M 829 (2) 01/19/2026 Common Stock 829 $0 0 D
Explanation of Responses:
1. Restricted stock units convert into common stock on a one-for-one basis.
2. On January 19, 2023, the reporting person was granted 829 restricted stock units, vesting on January 19, 2026, assuming continued service at that time.
Remarks:
/s/ Matthew Rucker, as Attorney-in-Fact for Roy E. Halyama 01/22/2026
** 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.