Every Form 4 that Burke & Herbert Financial Services Corp. (BHRB) has filed with the SEC in the last 12 months is listed below, newest first, and each one links through to the document itself with the summary and the scores our analysis gives it.
A Form 4 covers the transactions officers, directors and large holders report, so if you follow BHRB and want that one kind of document rather than the whole filing history, this is the page to keep. The company's other filings, of every form, are on the full BHRB filings page.
Burke & Herbert Financial Services Corp. executive Angela R. Zirk reported a routine tax-related share disposition. On a Form 4, 142 shares of common stock were used to satisfy tax obligations at a value of $64.64 per share. After this tax-withholding disposition, she directly holds 2,870 common shares and indirectly holds 1,928 shares through an IRA.
Burke & Herbert Financial Services Corp. Chair & CEO David P. Boyle had 5,784 shares of Common Stock withheld on 2026-05-03 at $64.64 per share to satisfy tax obligations by delivering securities. After this tax-withholding disposition, he directly holds 66,936 shares of Common Stock.
Burke & Herbert Financial Services Corp. Chief Human Resources Officer Danyl R. Freeman reported a routine tax-related share disposition. On a Form 4, 202 shares of common stock were withheld at $64.64 per share to satisfy tax obligations, leaving 3,851 shares held directly and 6,106 shares held indirectly through an IRA.
Burke & Herbert Financial Services Corp. executive Jennifer Palmer Schmidt, EVP and Chief Risk Officer, reported a tax-withholding disposition of company stock. On May 3, 2026, 271 shares of common stock were withheld at $64.64 per share to cover tax obligations. This was not an open-market sale. After this withholding, Schmidt directly holds 4,432 shares of Burke & Herbert Financial Services Corp. common stock.
Burke & Herbert Financial Services Corp. director and president Charles H. Maddy III reported routine updates to his common stock holdings. The filing shows an F-code tax-withholding disposition of 1,541 shares at $64.64 per share to cover tax obligations, not an open‑market sale.
After this tax withholding, he directly holds 43,088 common shares, with additional indirect holdings of 16,884 shares through an IRA and 19,592 shares held by his spouse.
Huffman Patrick Kip reported acquisition or exercise transactions in this Form 4 filing.
Burke & Herbert Financial Services Corp. reported that SVP and Chief Accounting Officer Patrick Kip Huffman received an award of 950 time-based restricted stock units. The RSUs vest in three annual installments beginning on May 3, 2027, with each vested unit settled in one common share within 60 days. Following this equity grant, he directly holds 2,554 shares of common stock.
Burke & Herbert Financial Services Corp. executive reports routine tax withholding on shares. EVP, Financial Strategy Robert S. Tissue had 1,364 shares of common stock withheld at $64.64 per share to cover tax obligations. After this disposition, he holds 50,926 shares directly and 373 shares indirectly through his spouse.
Burke & Herbert Financial Services Corp. director Diane Poillon reported equity awards tied to the merger of LINKBANCORP into Burke & Herbert effective May 1, 2026. She acquired 1,928 shares of common stock as a grant/award and now holds 1,928 shares directly.
Poillon was also granted 675 stock options for Burke & Herbert common stock, each with a $74.08 exercise price and expiring on June 14, 2029. These options cover 675 underlying common shares and are held directly as part of her director compensation and merger-related equity conversion.
Burke & Herbert Financial Services Corp. director Kristen Snyder received 8,418 shares of BHRB common stock. The shares were acquired at no cash price as a grant/award related to the completion of a merger.
According to the merger terms, each of Snyder’s 62,358 shares of LINKBANCORP, Inc. common stock outstanding on the May 1, 2026 closing date was converted into the right to receive 0.1350 shares of BHRB common stock, with cash paid instead of any fractional shares. Following this transaction, Snyder directly holds 8,418 BHRB shares.
Burke & Herbert Financial Services Corp. EVP and Chief Operating Officer Carl D. Lundblad reported equity awards tied to the merger of LINKBANCORP, Inc. into Burke & Herbert effective May 1, 2026. Each LNKB share was converted into the right to receive 0.1350 shares of Burke & Herbert common stock.
Lundblad acquired 10,485 shares of common stock held directly and 1,710 shares held indirectly through an IRA. He also received warrants for 8,100 underlying common shares and stock options for 4,050 underlying common shares, both with a $74.0800 exercise price and expirations in 2029.
Burke & Herbert Financial Services Corp. director Shawn Patrick McLaughlin reported an open-market purchase of common stock. He bought 1,000 shares at a weighted average price of $63.5479 per share, increasing his direct holdings to 69,000 shares of common stock.
In addition to his direct position, 1,000 shares are held indirectly through McLaughlin Ryder Investments, Inc., an affiliated company. The purchase price reflects multiple trades executed between $63.53 and $63.55 per share.
Burke & Herbert Financial Services Corp. director Shawn Patrick McLaughlin reported buying 1,000 shares of common stock in an open-market transaction at $64.80 per share. After this purchase, he directly owns 68,000 common shares and is also associated with an additional 1,000 shares held indirectly through McLaughlin Ryder Investments, Inc.
Burke & Herbert Financial Services Corp. executive Rowan Shannon Barrow, EVP of Wealth Services, acquired 63 shares of common stock through the company’s 2023 Employee Stock Purchase Plan at a price of $54.026 per share.
Following this ESPP purchase for the period from September 1, 2025 through February 28, 2026, Barrow directly holds a total of 5,123 common shares.
Burke & Herbert Financial Services Corp. reported that SVP and Chief Accounting Officer Patrick Kip Huffman acquired 109 shares of common stock through the company’s 2023 Employee Stock Purchase Plan. The shares were bought for the purchase period from September 1, 2025, through February 28, 2026, leaving him with 1,604 directly held shares.
Burke & Herbert Financial Services Corp. executive Lauren N. Kimlel, EVP of Branch Banking, acquired additional common stock through the company’s 2023 Employee Stock Purchase Plan. On February 28, 2026, she obtained 130 shares of common stock at $54.026 per share, bringing her direct holdings to 3,848 shares. The ESPP purchase period ran from September 1, 2025 through February 28, 2026, and the shares were bought at 85% of the issuer’s August 29, 2025 closing price, as provided under the plan and in transactions exempt under Rule 16b-3(c) and 16b-3(d).
Burke & Herbert Financial Services Corp. Chief Credit Officer Robert Victor Hintelmann Jr. acquired 74 shares of common stock on February 28, 2026 at $54.026 per share through the company’s 2023 Employee Stock Purchase Plan. Following this transaction, he directly owns 5,624 common shares.
Burke & Herbert Financial Services Corp. executive Jennifer Palmer Schmidt, EVP and Chief Risk Officer, acquired 231 shares of common stock through the company’s 2023 Employee Stock Purchase Plan. The shares were purchased at $54.026 per share, bringing her direct holdings to 4,703 shares following the transaction.
Ritchie Bradford E reported acquisition or exercise transactions in this Form 4 filing.
Burke & Herbert Financial Services Corp. executive Bradford E. Ritchie, EVP and Chief Lending Officer, received an equity award of 1,790 restricted stock units of common stock. The award was granted at no cash purchase price and represents additional compensation rather than an open-market share purchase.
According to the award terms, the 1,790 time-based restricted stock units will vest in three equal annual installments, as long as Ritchie remains employed through each vesting date. After this grant, his directly held common stock holdings reported in this filing total 23,737 shares.
Burke & Herbert Financial Services Corp. reported that Chief Credit Officer Robert Victor Hintelmann Jr. acquired an award of 2,050 time-based restricted stock units (RSUs) of common stock. The RSUs vest in three equal annual installments, and each unit will convert into one share, bringing his direct holdings to 5,550 shares.
Zirk Angela R reported acquisition or exercise transactions in this Form 4 filing.
Burke & Herbert Financial Services Corp. reported that executive vice president and chief experience officer Angela R. Zirk received an equity award linked to company common stock. On January 22, she was granted 600 time-based restricted stock units that will vest in three equal annual installments if she remains employed.
Each restricted stock unit will be settled in one share of Burke & Herbert common stock as it vests. After this grant, she directly holds 3,012 common shares, and an additional 1,928 shares are held indirectly through an IRA.
Burke & Herbert Financial Services Corp. reported that EVP and Chief Risk Officer Jennifer Palmer Schmidt acquired an equity award under the company’s compensation program. She received 925 time-based restricted stock units that will vest in three equal annual installments, conditioned on her continued employment.
Each restricted stock unit will be settled in one share of Burke & Herbert Financial Services Corp. common stock when it vests. Following this award, Schmidt’s directly owned common stock holdings total 4,472 shares.
Burke & Herbert Financial Services Corp. reported that its SVP and Chief Accounting Officer, Patrick Kip Huffman, acquired 495 shares of common stock through a grant of time-based restricted stock units. These RSUs vest in three equal annual installments, contingent on continued employment, and will be settled in common stock. Following this award, his directly owned common stock holdings increased to 1,495 shares.
Burke & Herbert Financial Services Corp. reported that Chair and CEO David P. Boyle acquired an equity award on common stock in the form of 9,740 time-based restricted stock units (RSUs). The award was granted at a price of $0.00 per unit.
The RSUs vest in three equal annual installments, conditioned on Boyle’s continued employment through each vesting date. Each RSU will be settled in one share of Burke & Herbert common stock upon vesting. After this grant, Boyle directly holds 72,720 shares of common stock.
Freeman Danyl R reported acquisition or exercise transactions in this Form 4 filing.
Burke & Herbert Financial Services Corp. reported that Chief Human Resources Officer Danyl R. Freeman received an award of 900 time-based restricted stock units (RSUs) on January 22, 2026. The RSUs vest in three equal annual installments, conditioned on continued employment through each vesting date, and each RSU will be settled in one share of common stock. Following this grant, Freeman directly holds 4,053 common shares, and an IRA associated with Freeman indirectly holds 6,106 common shares.
Burke & Herbert Financial Services Corp. reported that its Executive Vice President and Chief Financial Officer, Roy Eugene Halyama, acquired 3,650 shares in the form of time-based restricted stock units. These RSUs vest in three equal annual installments, and each unit will be settled in one share of common stock.
Kimlel Lauren N. reported acquisition or exercise transactions in this Form 4 filing.
Burke & Herbert Financial Services Corp. executive Lauren N. Kimlel, EVP of Branch Banking, received an equity award in the form of 600 time-based restricted stock units of common stock. The award was granted at no cash cost and represents additional compensation rather than an open-market purchase.
The 600 RSUs will vest in three equal annual installments, subject to Kimlel’s continued employment through each vesting date. After this grant, Kimlel’s directly owned common stock holdings total 3,718 shares, aligning her compensation more closely with the company’s long-term performance.
Burke & Herbert Financial Services Corp. Chief Operating Officer Joseph Hager reported an equity award of 1,320 shares of common stock in the form of time-based restricted stock units. The award was granted at a price of $0.0000 per share and is classified as a grant or other acquisition.
The RSUs will vest in three equal annual installments, conditioned on his continued employment through each vesting date, and each unit will be settled in one share of common stock. Following this grant, Hager directly owns 7,493 common shares, and he also has indirect ownership of 1,317 shares through an IRA.
TISSUE ROBERT S reported acquisition or exercise transactions in this Form 4 filing.
Burke & Herbert Financial Services Corp. executive vice president of financial strategy Robert S. Tissue reported receiving an equity award tied to company stock. He was granted 1,550 time-based restricted stock units that vest in three equal annual installments, each settling into one share of common stock.
After this grant, he directly holds 52,290 common shares. The filing also notes 373 common shares held indirectly through his spouse, reflecting household exposure to the stock rather than an open-market purchase or sale.
Rowan Shannon Barrow reported acquisition or exercise transactions in this Form 4 filing.
Burke & Herbert Financial Services Corp. executive Rowan Shannon Barrow, EVP of Wealth Services, received an equity award in the form of 1,000 time-based restricted stock units of common stock. The award vests in three equal annual installments, conditioned on continued employment through each vesting date.
Each restricted stock unit will be settled in one share of Burke & Herbert Financial Services Corp. common stock when it vests, increasing Barrow’s direct equity stake over time. Following this grant, Barrow directly holds 5,060 shares of the company’s common stock.
Burke & Herbert Financial Services Corp. president and director H. Charles Maddy III reported equity transactions in company stock. On February 10, 2026, he exercised 15,616 stock-settled appreciation rights at $43.33 per share into common stock. A separate transaction coded F on the same date shows the disposition of 11,537 common shares at $69.62 per share, leaving 44,629 common shares owned directly.
In addition, he reports indirect ownership of 19,592 common shares held by his spouse and 16,884 common shares held in an IRA. A footnote clarifies that this IRA position reflects a corrected rollover amount of 16,884 shares from a prior employee stock ownership plan distribution.
Burke & Herbert Financial Services Corp. officer Patrick K. Huffman filed an amended insider trading report to correct a previous mistake. The earlier filing incorrectly showed an award of 950 time-vested restricted stock units as if they had already been granted.
The explanation clarifies that this RSU award will not be effective until May 3, 2026, and the units vest in three annual installments beginning on that date. As of January 22, 2026, Huffman beneficially owned 1,000 shares of common stock, which is what the updated Form 4/A reflects.
Burke & Herbert Financial Services Corp. officer Robert V. Hintelmann, Jr., Chief Credit Officer, filed an amended insider transaction report to correct a prior error. A previously reported award of 2,850 time-vested restricted stock units was mistakenly shown as if already granted.
The explanation clarifies that this RSU award will not be effective until May 3, 2026. As of January 22, 2026, the reporting person beneficially owned 3,500 shares of common stock directly, with no effective change in actual ownership from a true transaction.
Burke & Herbert Financial Services Corp. EVP and Chief Risk Officer Jennifer P. Schmidt reported receiving an equity award tied to the company’s merger incentive plan. On January 22, 2026, she acquired 1,074 shares of common stock at a price of $0, increasing her directly held stake to 3,547 common shares after the transaction.
The award represents performance-based restricted stock units (PRSUs) granted under the Burke & Herbert Bank 2024–2025 Merger Incentive Plan adopted May 1, 2024. These PRSUs will vest in three annual installments beginning on May 3, 2026, subject to her continued employment through each vesting date. Each vested PRSU will be settled in shares of Burke & Herbert Financial Services Corp. common stock within 60 days of the applicable vesting date.
Burke & Herbert Financial Services Corp. reported that EVP, Wealth Services, Shannon B. Rowan received an award of 834 performance-based restricted stock units (PRSUs) on January 22, 2026 under the Burke & Herbert Bank 2024–2025 Merger Incentive Plan. The PRSUs were granted at a price of $0 per share as equity compensation, increasing Rowan’s directly held common stock to 4,060 shares after the transaction.
The award will vest in three annual installments beginning on May 3, 2026, as long as Rowan remains employed through each vesting date. Each vested PRSU will be settled in Burke & Herbert Financial Services Corp. common stock within 60 days after the applicable vesting date, tying a portion of the executive’s compensation to the company’s long-term performance and continued service.
Burke & Herbert Financial Services Corp. reported that President and director H. Charles Maddy III received an award of 5,720 performance-based restricted stock units (PRSUs) of common stock on January 22, 2026 at a price of $0 per share. The award was granted under the Burke & Herbert Bank 2024–2025 Merger Incentive Plan adopted May 1, 2024.
The PRSUs will vest in three annual installments beginning on May 3, 2026, subject to his continued employment through each vesting date, and each vested PRSU will be settled in shares of Burke & Herbert Financial Services Corp. common stock within 60 days of vesting. Following this grant, Maddy directly beneficially owned 40,550 common shares, with an additional 19,592 shares held indirectly by his spouse and 16,885 shares held indirectly through an IRA.
Burke & Herbert Financial Services Corp. Chief Operating Officer Joseph Hager reported receiving an award of 1,980 performance-based restricted stock units (PRSUs) on common stock at a grant price of $0. The PRSUs were granted under the Burke & Herbert Bank 2024–2025 Merger Incentive Plan adopted May 1, 2024.
The award will vest in three annual installments beginning on May 3, 2026, as long as Hager remains employed through each vesting date, and each vested PRSU will be settled in a share of Burke & Herbert Financial Services Corp. common stock within 60 days of vesting. Following this grant, Hager beneficially owns 6,173 shares of common stock directly and 1,317 shares indirectly through an IRA.
Burke & Herbert Financial Services Corp. executive vice president of financial strategy Robert S. Tissue reported an equity award linked to the company’s merger incentive plan. On January 22, 2026, he received 3,080 performance-based restricted stock units (PRSUs) under the Burke & Herbert Bank 2024–2025 Merger Incentive Plan, recorded as an acquisition of common stock at a price of $0 per share. These PRSUs will vest in three annual installments beginning on May 3, 2026, conditioned on his continued employment through each vesting date, and each vested unit will be settled in a share of Burke & Herbert common stock within 60 days of vesting. Following this award, Tissue is shown as beneficially owning 50,740 shares of common stock directly, with an additional 373 shares reported as indirectly owned through his spouse.
Burke & Herbert Financial Services Corp. executive Bradford E. Ritchie, EVP and Chief Lending Officer, received an equity incentive award tied to merger performance. On 01/22/2026 he was granted 2,706 performance-based restricted stock units (PRSUs) under the Burke & Herbert Bank 2024–2025 Merger Incentive Plan adopted May 1, 2024. These PRSUs will vest in three annual installments beginning on May 3, 2026, as long as he remains employed through each vesting date. Each vested PRSU will be settled in one share of Burke & Herbert Financial Services common stock within 60 days after vesting. Following this award, he is reported as beneficially owning 21,947 shares of common stock in direct form.
Burke & Herbert Financial Services Corp. reported an equity award to its EVP and Chief Financial Officer, Roy Eugene Halyama. On January 22, 2026, he acquired 5,984 shares of common stock at a price of $0, reflecting the settlement mechanics of a performance-based restricted stock unit grant rather than a market purchase. Following this award, he beneficially owns 20,053 shares of common stock directly.
According to the accompanying explanation, the award represents 5,984 performance-based restricted stock units (PRSUs) granted under the Burke & Herbert Bank 2024–2025 Merger Incentive Plan. These PRSUs will vest in three annual installments beginning on May 3, 2026, contingent on his continued employment through each vesting date. Each vested PRSU will be settled in shares of Burke & Herbert Financial Services Corp. common stock within 60 days of the applicable vesting date.
Burke & Herbert Financial Services Corp. reported that EVP and Chief Experience Officer Angela R. Zirk received an award of 488 performance-based restricted stock units (PRSUs) of common stock on 01/22/2026 at a grant price of $0 per share. These PRSUs were granted under the Burke & Herbert Bank 2024–2025 Merger Incentive Plan adopted May 1, 2024.
The award will vest in three annual installments beginning on May 3, 2026, conditioned on Zirk’s continued employment through each vesting date. Each vested PRSU will be settled in one share of Burke & Herbert common stock within 60 days after vesting. Following this grant, Zirk holds 2,412 common shares directly and 1,928 common shares indirectly through an IRA.
Burke & Herbert Financial Services Corp. executive Lauren N. Kimlel, EVP of Branch Banking, received an equity award tied to the company’s merger incentive plan. On January 22, 2026, she was granted 990 performance-based restricted stock units (PRSUs) at a price of $0 per share, increasing her beneficial ownership of common stock to 3,118 shares held directly.
The PRSUs were granted under the Burke & Herbert Bank 2024–2025 Merger Incentive Plan adopted May 1, 2024. The award will vest in three annual installments beginning on May 3, 2026, subject to her continued employment through each vesting date. Each vested PRSU will be settled in one share of Burke & Herbert Financial Services Corp. common stock within 60 days after the applicable vesting date, linking her long-term compensation to company performance and retention.
Burke & Herbert Financial Services Corp. reported that its Chief Human Resources Officer, Danyl R. Freeman, received an award of 704 performance-based restricted stock units (PRSUs) on January 22, 2026. These PRSUs were granted under the Burke & Herbert Bank 2024–2025 Merger Incentive Plan adopted May 1, 2024, and were recorded at a price of $0 per share, reflecting that this was an equity incentive grant rather than an open-market purchase.
The award will vest in three annual installments beginning May 3, 2026, as long as Freeman remains employed through each vesting date. Each vested PRSU will be settled in shares of Burke & Herbert Financial Services Corp. common stock within 60 days after it vests. Following this grant, Freeman beneficially owns 3,153 shares of common stock directly and 6,106 shares indirectly through an IRA, highlighting a meaningful equity alignment with the company.
Burke & Herbert Financial Services Corp. Chair and CEO David P. Boyle received an equity award of 13,067 performance-based restricted stock units (PRSUs) under the Burke & Herbert Bank 2024–2025 Merger Incentive Plan. The PRSUs were reported as an acquisition of common stock at a price of $0 per share, bringing his directly held beneficial ownership to 62,980 common shares.
The award will vest in three annual installments beginning on May 3, 2026, as long as Boyle remains employed through each vesting date. Each vested PRSU will be settled in shares of Burke & Herbert Financial Services Corp. common stock within 60 days after the applicable vesting date, tying his compensation more closely to the company’s long-term performance and merger-related goals.
Burke & Herbert Financial Services Corp. reported an equity grant to senior leadership. SVP and Chief Accounting Officer Patrick Kip Huffman received an award of 950 time-based restricted stock units (RSUs) on common stock, recorded at a price of $0.00 per share as a compensation grant. The RSUs will vest in three annual installments beginning on May 3, 2026, conditioned on his continued employment through each vesting date. Each vested RSU will be settled in shares of Burke & Herbert common stock within 60 days after the applicable vesting date. Following this award, Huffman is shown as beneficially owning 1,950 shares of common stock directly.
Burke & Herbert Financial Services Corp. reported that its Chief Credit Officer, Robert Victor Hintelmann Jr., received an award of 2,850 shares of common stock on January 22, 2026 with a transaction code "A" and a price of $0 per share, reflecting a stock-based grant rather than an open‑market purchase.
After this grant, Hintelmann beneficially owned 6,350 shares of Burke & Herbert common stock in direct form. According to the footnote, the award represents 2,850 time‑based restricted stock units that will vest in three equal annual installments beginning on May 3, 2026, subject to his continued employment through each vesting date, with each vested unit settled in common stock within 60 days of vesting.
Burke & Herbert Financial Services Corp. reported an insider transaction by Chair & CEO David P. Boyle. On January 19, 2026, Boyle converted 3,361 restricted stock units into an equal number of common shares at an exercise price of $0. The filing shows that 1,736 common shares were then disposed of at $64.67, typically reflecting shares withheld or sold to cover tax obligations.
After these transactions, Boyle directly owned 49,913 shares of common stock. The restricted stock units were originally granted on January 19, 2023, and vested on January 19, 2026, assuming continued service through that date.
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.
Burke & Herbert Financial Services Corp. executive reports stock award vesting and tax share sale. EVP, Wealth Services Shannon Barrow Rowan filed a Form 4 for transactions on January 19, 2026. A grant of 295 restricted stock units, originally awarded on January 19, 2023, fully vested and was converted into 295 shares of common stock on a one-for-one basis. In a separate transaction coded "F," 105 common shares were disposed of at $64.67 per share, typically indicating shares withheld or sold to cover taxes. After these transactions, Rowan directly owns 3,226 common shares of Burke & Herbert Financial Services Corp.
Burke & Herbert Financial Services Corp. (BHRB) reported an insider purchase. Director Shawn P. McLaughlin bought 1,000 shares of common stock at $61 on 10/28/2025.
Following the transaction, he beneficially owned 67,000 shares directly and 1,000 shares indirectly through McLaughlin Ryder Investments, Inc.