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Burke & Herbert director David Wilson buys shares

(Moderate)

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Rhea-AI Sentiment reads the wording of the document, how positive or negative its language is on a 1 to 5 scale. The balance of points shown with the takes weighs what the document actually discloses, so the two can disagree, for example when a trial that missed its main goal is described in upbeat language.

Form Type
4

Rhea-AI Filing Summary

Burke & Herbert Financial Services Corp. director David Wilson reported purchases on October 27, 2026, through UGMA custodial accounts: 35 shares at $70.1150 per share for David Wilson, III, with 397 shares held afterward, and 69 shares at $69.8500 per share for Kai Kline, with 69 shares held afterward. No Rule 10b5-1 plan is reported.

Insider WILSON DAVID
Role Director
Bought 104 shs ($7K)
Type Security Shares Price Value
Purchase Common Stock 35 $70.115 $2K
Purchase Common Stock 69 $69.85 $5K
holding Common Stock -- -- --
holding Common Stock -- -- --
holding Common Stock -- -- --
holding Common Stock -- -- --
holding Common Stock -- -- --
holding Common Stock -- -- --
holding Common Stock -- -- --
holding Common Stock -- -- --
holding Common Stock -- -- --
holding Common Stock -- -- --
holding Common Stock -- -- --
Holdings After Transaction: Common Stock — 397 shares (Indirect, As Custodian for David Wilson, III under UGMA); Common Stock — 69 shares (Indirect, As Custodian for Kai Kline under UGMA); Common Stock — 23,348 shares (Direct); Common Stock — 38,142 shares (Indirect, By ADBM Landholdings, LLC); Common Stock — 5,445 shares (Indirect, By A.D.B.M. Properties, LLC); Common Stock — 2,751 shares (Indirect, By Spouse); Common Stock — 881 shares (Indirect, By Boulevard Auto Sales, Inc.); Common Stock — 881 shares (Indirect, By Millsboro Auto Mart II, LLC); Common Stock — 435 shares (Indirect, As Custodian for Leo McCracken under UGMA); Common Stock — 385 shares (Indirect, As Custodian for Foxi Holland under UGMA); Common Stock — 260 shares (Indirect, As Custodian for Poppy Kline under UGMA); Common Stock — 232 shares (Indirect, As Custodian for Miles Holland under UGMA); Common Stock — 205 shares (Indirect, As Custodian for Madison Wilson under UGMA)
Shares purchased for David Wilson, III 35 shares UGMA custodial account; October 27, 2026
Purchase price for David Wilson, III account $70.1150 per share October 27, 2026
Shares held after purchase for David Wilson, III 397 shares UGMA custodial account; October 27, 2026
Shares purchased for Kai Kline 69 shares UGMA custodial account; October 27, 2026
Purchase price for Kai Kline account $69.8500 per share October 27, 2026
Shares held after purchase for Kai Kline 69 shares UGMA custodial account; October 27, 2026
UGMA regulatory
"As Custodian for David Wilson, III under UGMA"
non-derivative financial
"Common Stock; non-derivative transaction"

FAQ

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

How many BHRB shares did director David Wilson purchase, and at what prices?

Director David Wilson reported two BHRB purchases on October 27, 2026: 35 shares at $70.1150 per share in a custodial account for David Wilson, III, and 69 shares at $69.8500 per share in a custodial account for Kai Kline. The reported holdings afterward were 397 and 69 shares, respectively; no Rule 10b5-1 plan is reported.

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

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SEC Form 4
FORM 4UNITED 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*
WILSON DAVID

(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)
XDirector10% Owner
Officer (give title below)Other (specify below)
2a. Foreign Trading Symbol
3. Date of Earliest Transaction (Month/Day/Year)
10/27/2026
6. Individual or Joint/Group Filing (Check Applicable Line)
XForm 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)
CodeVAmount(A) or (D)Price
Common Stock10/27/2026P35A$70.115397IAs Custodian for David Wilson, III under UGMA
Common Stock10/27/2026P69A$69.8569IAs Custodian for Kai Kline under UGMA
Common Stock23,348D
Common Stock38,142IBy ADBM Landholdings, LLC
Common Stock5,445IBy A.D.B.M. Properties, LLC
Common Stock2,751IBy Spouse
Common Stock881IBy Boulevard Auto Sales, Inc.
Common Stock881IBy Millsboro Auto Mart II, LLC
Common Stock435IAs Custodian for Leo McCracken under UGMA
Common Stock385IAs Custodian for Foxi Holland under UGMA
Common Stock260IAs Custodian for Poppy Kline under UGMA
Common Stock232IAs Custodian for Miles Holland under UGMA
Common Stock205IAs Custodian for Madison Wilson under UGMA
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)
CodeV(A)(D)Date ExercisableExpiration DateTitleAmount or Number of Shares
Explanation of Responses:
Remarks:
/s/ Matthew Rucker, as Attorney-in-Fact for David H. Wilson, Sr.10/27/2026
** Signature of Reporting PersonDate
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)

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