Burke & Herbert director sells 1,500 BHRB shares

Burke & Herbert Financial Services Corp. director James Mason Burke reported selling 1,500 shares of Common Stock on 2026-08-11 at $73.025 per share in an open-market or private transaction.

Rhea-AI Filing Summary

Burke & Herbert Financial Services Corp. director James Mason Burke reported selling 1,500 shares of Common Stock on 2026-08-11 at $73.025 per share in an open-market or private transaction. The shares were held indirectly as co-Trustee for The Burke Living Trust. After this sale, indirect holdings reported for the trust are 258,480 shares, and James Mason Burke also reports 9,480 shares held directly.

Insider Trade Summary

Net Seller: 1,500 shares

Net Sell 2 txns

Insider Burke James Mason

Role Director

Sold 1,500 shs ($110K)

Type	Security	Shares	Price	Value
Sale	Common Stock	1,500	$73.025	$110K
holding	Common Stock	--	--	--

Holdings After Transaction: Common Stock — 258,480 shares (Indirect, As co-Trustee for The Burke Living Trust); Common Stock — 9,480 shares (Direct)

Key Figures

Shares sold: 1,500 shares Sale price per share: $73.025 Indirect holdings after transaction: 258,480 shares +2 more

5 metrics

Shares sold 1,500 shares Common Stock sale on 2026-08-11

Sale price per share $73.025 Per-share price for 1,500-share sale

Indirect holdings after transaction 258,480 shares Held as co-Trustee for The Burke Living Trust

Direct holdings after transaction 9,480 shares Common Stock held directly by reporting person

Net shares sold 1,500 shares Net sell direction across reported transactions

Key Terms

indirect ownership, co-Trustee, open market or private transaction

3 terms

indirect ownership financial

"The shares were held indirectly as co-Trustee for The Burke Living Trust"

co-Trustee financial

"held indirectly as co-Trustee for The Burke Living Trust"

open market or private transaction financial

"Sale in open market or private transaction"

FAQ

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

What insider transaction did BHRB director James Mason Burke report?

James Mason Burke reported selling 1,500 shares of Burke & Herbert Financial Services Corp. Common Stock on 2026-08-11 at $73.025 per share, in an open-market or private transaction executed through an indirect trust holding.

How many BHRB shares did James Mason Burke sell and at what price?

He sold 1,500 shares of Burke & Herbert Financial Services Corp. Common Stock at $73.025 per share. The transaction was coded as a sale in an open-market or private transaction.

What are James Mason Burke’s remaining indirect BHRB holdings after this sale?

Following the sale, indirect holdings reported for The Burke Living Trust are 258,480 shares of Burke & Herbert Financial Services Corp. Common Stock, with James Mason Burke listed as co-Trustee for the trust.

Does James Mason Burke hold any BHRB shares directly after the reported transaction?

Yes. In addition to the trust’s indirect holdings, James Mason Burke reports 9,480 shares of Burke & Herbert Financial Services Corp. Common Stock held directly as of the same date.

Was the BHRB insider sale made under a Rule 10b5-1 trading plan?

The filing’s Rule 10b5-1 checkbox is not checked, indicating the reported Burke & Herbert Financial Services Corp. sale was not affirmed as executed under a Rule 10b5-1 trading plan.

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

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Available on EDGAR 08/12/2026 - 01:30 PM Accepted by SEC EDGAR 08/12/2026 - 01:30 PM 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^*

Burke James Mason

(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)
08/11/2026

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	08/11/2026		S		1,500	D	$73.025	258,480	I	As co-Trustee for The Burke Living Trust
Common Stock								9,480	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 James M. Burke	08/12/2026
	** 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)