Burke & Herbert director granted 1,000 RSUs

Barnwell Julian Forrest Jr. reported acquisition or exercise transactions in this Form 4 filing.

Rhea-AI Filing Summary

Barnwell Julian Forrest Jr. reported acquisition or exercise transactions in this Form 4 filing.

Burke & Herbert Financial Services Corp. director Julian F. Barnwell Jr. reported an equity compensation grant on common stock. He received 1,000 restricted stock units for service as a director at a price of $0.00 per share.

The units vest on the first anniversary of the grant date, subject to continued board service and satisfaction of attendance requirements. Following this grant, he directly holds 27,580 shares of common stock. The filing also lists indirect holdings in several trusts for which he serves as trustee, including irrevocable, charitable lead, and family trusts.

Insider Trade Summary

Grant/Award: 1,000 shares

Grant/Award 5 txns

Insider Barnwell Julian Forrest Jr.

Role Director

Type	Security	Shares	Price	Value
Grant/Award	Common Stock	1,000	$0.00	$0.00
holding	Common Stock	--	--	--
holding	Common Stock	--	--	--
holding	Common Stock	--	--	--
holding	Common Stock	--	--	--

Holdings After Transaction: Common Stock — 27,580 shares (Direct); Common Stock — 84,083 shares (Indirect, Trustee for Barnwell Family Trust); Common Stock — 91,361 shares (Indirect, Trustee for Barnwell Charitable Lead Trust); Common Stock — 208,939 shares (Indirect, Trustee for Patricia Barnwell Irrevocable Trust); Common Stock — 1,000 shares (Indirect, Julian F Barnwell, Jr Irrevocable Trust)

Footnotes (1)

1. F1. Restricted stock units awarded for service as a director. The units vest on the first anniversary of the grant date, subject to continued service and satisfaction of attendance requirements.

Key Figures

RSUs granted: 1,000 restricted stock units Grant price: $0.00 per share Direct holdings after grant: 27,580 shares +4 more

7 metrics

RSUs granted 1,000 restricted stock units Equity award for service as a director

Grant price $0.00 per share Reported price for the 1,000-unit award

Direct holdings after grant 27,580 shares Total common stock directly owned following the transaction

Irrevocable Trust holdings 1,000 shares Julian F Barnwell Jr Irrevocable Trust indirect ownership

Patricia Barnwell Irrevocable Trust 208,939 shares Indirect ownership where he serves as trustee

Charitable Lead Trust holdings 91,361 shares Indirect holdings in Barnwell Charitable Lead Trust

Family Trust holdings 84,083 shares Indirect holdings in Barnwell Family Trust

Key Terms

Restricted stock units, indirect ownership, irrevocable trust, charitable lead trust

4 terms

Restricted stock units financial

"Restricted stock units awarded for service as a director."

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.

indirect ownership financial

"ownership_type": "indirect", "ownership_code": "I""

irrevocable trust financial

"Julian F Barnwell, Jr 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"

FAQ

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

What did BHRB director Julian F. Barnwell Jr. report on this Form 4?

He reported an equity compensation grant from Burke & Herbert Financial Services Corp. The filing shows 1,000 restricted stock units of common stock awarded for board service, plus updated direct and indirect share holdings across several trusts he is associated with as trustee.

How many BHRB restricted stock units did Julian F. Barnwell Jr. receive?

He received 1,000 restricted stock units tied to Burke & Herbert common stock. These were granted as compensation for serving as a director, at a reported price of $0.00 per unit, reflecting a non-cash award rather than an open-market stock purchase.

When do Julian F. Barnwell Jr.’s BHRB restricted stock units vest?

The restricted stock units vest on the first anniversary of the grant date. Vesting is conditioned on his continued service as a director and satisfaction of board attendance requirements, meaning the full benefit depends on meeting those ongoing service obligations.

How many Burke & Herbert shares does Barnwell hold directly after this grant?

After the reported grant, Julian F. Barnwell Jr. directly holds 27,580 shares of Burke & Herbert common stock. This figure reflects his direct ownership position disclosed in the Form 4 and excludes the separate indirect holdings reported through various trusts.

What indirect BHRB holdings are reported through trusts associated with Barnwell?

The Form 4 lists indirect holdings in 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 in a charitable lead trust, and 84,083 shares in a family trust.

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

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Accepted by SEC EDGAR 06/22/2026 - 11:23 AM EDT 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^*

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)
06/19/2026

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	06/19/2026		A		1,000(1)	A	$0	27,580	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:

1. Restricted stock units awarded for service as a director. The units vest on the first anniversary of the grant date, subject to continued service and satisfaction of attendance requirements.

Remarks:

	/s/ Matthew Rucker, as Attorney-in-Fact for Julian F. Barnwell, Jr	06/22/2026
	** 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.
* Form 4: SEC 1474 (03-26)