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McLaughlin Shawn Patrick reported acquisition or exercise transactions in this Form 4 filing.
Burke & Herbert Financial Services Corp. director Shawn Patrick McLaughlin reported an equity award of 1,000 shares of common stock in the form of restricted stock units for his board service. The units were granted at no purchase price and will vest on the first anniversary of the grant date, subject to continued service and attendance requirements. Following this award, his direct holdings increased to 70,000 common shares, while an affiliated company, McLaughlin Ryder Investments, Inc., holds an additional 1,000 shares indirectly.
Hinson Samuel Laing III reported acquisition or exercise transactions in this Form 4 filing.
Burke & Herbert Financial Services Corp. director Samuel Laing Hinson III reported an award of 1,000 restricted stock units of common stock for board service. These units vest on the first anniversary of the grant date, subject to continued service and attendance requirements. Following the award, he directly holds 28,560 shares of common stock and has additional indirect holdings of 33,602 shares through Kedge Capital, LLC and 31,040 shares through S.L. Hinson Associates, LLLP.
Burke & Herbert Financial Services Corp. director Jose David Riojas received an award of 1,000 shares of common stock as a grant for board service. The award was at a stated price of $0.00 per share and is characterized as a grant or other acquisition rather than an open-market purchase.
Following this grant, his direct ownership increased to 12,500 shares of common stock. The filing also reports indirect ownership of 20,000 shares of common stock held by the Jose and Susan Riojas Joint Revocable Trust, providing additional long-term exposure to the company’s stock.
A related footnote explains that the award represents restricted stock units granted for service as a director, which vest on the first anniversary of the grant date, subject to continued service and satisfaction of attendance requirements. This indicates the compensation is performance- and service-based rather than immediate unrestricted equity.
Burke & Herbert Financial Services Corp. director David Wilson reported his initial holdings of the company’s Common Stock, mainly through indirect accounts and entities. He lists shares held as custodian for several minors under UGMA, as well as positions owned by entities such as ADBM Landholdings, LLC and by his spouse, alongside a direct holding of 22,348 shares.
Burke & Herbert Financial Services Corp. reported the results of its Annual Meeting of shareholders held on June 18, 2026. Shareholders voted on board elections, auditor ratification, executive pay, and the frequency of future say-on-pay votes.
Fourteen directors were elected, each receiving more votes for than against; for example, David H. Wilson, Sr. received 8,886,943 votes for and 12,582 against, with 11,655 abstentions and 2,596,996 broker non-votes. Shareholders ratified Crowe LLP as independent registered public accounting firm with 11,440,762 votes for and 47,736 against. They also approved, on an advisory basis, the compensation of named executive officers, with 8,641,259 votes for and 215,477 against.
On the advisory vote regarding the frequency of future say-on-pay votes, a plurality supported an annual vote, with 4,821,756 votes for one year and 3,934,086 for three years. A quorum was present, with 11,508,176 shares represented out of 15,046,137 voting common shares outstanding as of the April 10, 2026 record date.
Burke & Herbert Financial Services Corp. executive Carl D. Lundblad, EVP and Chief Operating Officer, reported a compensation-related stock grant. On June 3, 2026, he received 6.444 restricted stock units, which will vest on June 3, 2029, assuming he continues in service through that date. These restricted stock units convert into common stock on a one-for-one basis once vested. Following this award, he directly holds 26,672 shares of common stock and also has an indirect holding of 1,710 shares through an IRA.
Burke & Herbert Financial Services Corp. director Julian Forrest Barnwell Jr. bought 5,000 shares of common stock in an open‑market transaction at $62.7591 per share. After this purchase, he directly owns 26,580 shares. He also reports indirect holdings through 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 as trustee for the Barnwell Charitable Lead Trust, and 84,083 shares as trustee for the Barnwell Family Trust.
Burke & Herbert Financial Services Corp. director James Mason Burke reported two restructuring transactions involving common stock. Both were coded as “other acquisition or disposition” and each covered 1,000 shares at a reported price of $0.00 per share.
After these moves, he holds 8,480 shares directly and 259,980 shares indirectly as co-trustee for The Burke Living Trust, indicating administrative changes in how his interests are organized rather than open-market buying or selling.
Burke & Herbert Financial Services Corp. director Jill S. Upson reported an open-market sale of 1,112 shares of common stock. The transaction took place on May 20, 2026 at an average price of $63.305 per share. Following this sale, she directly holds 2,000 common shares.
Burke & Herbert Financial Services Corp. executive Carl D. Lundblad reported a new equity award of 9,743 shares of common stock. The shares were acquired as a grant at a price of $0.00 per share, increasing his directly held stake to 20,228 shares.
The filing also lists 1,710 shares of common stock held indirectly through an IRA. A related footnote explains that the grant takes the form of restricted stock units that will vest in two equal annual installments, on the first and second anniversaries of the grant date, and each vested unit will be settled in one share of common stock. This is a compensation-related acquisition rather than an open-market purchase or sale.