Lehman reports 4.9% stake in Burke & Herbert

Burke & Herbert Financial Services Corp. (BHRB) received an amended Schedule 13G (Amendment No. 1) from investor Kenneth R. Lehman regarding its common stock.

Rhea-AI Filing Summary

Burke & Herbert Financial Services Corp. (BHRB) received an amended Schedule 13G (Amendment No. 1) from investor Kenneth R. Lehman regarding its common stock. Lehman reports beneficial ownership of 993,343 shares, representing 4.9% of the class, with sole voting and dispositive power over all reported shares and no shared power.

Key Figures

Shares beneficially owned: 993,343 shares Percent of class: 4.9% Sole Voting Power: 993,343 shares +3 more

6 metrics

Shares beneficially owned 993,343 shares Amount beneficially owned in Schedule 13G/A Amendment No. 1

Percent of class 4.9% Reported percentage of BHRB common stock class owned

Sole Voting Power 993,343 shares Shares over which Lehman has sole power to vote or direct the vote

Shared Voting Power 0 shares Shares over which Lehman has shared power to vote or direct the vote

Sole Dispositive Power 993,343 shares Shares over which Lehman has sole power to dispose or direct disposition

Shared Dispositive Power 0 shares Shares over which Lehman has shared power to dispose or direct disposition

Key Terms

beneficially owned, Sole Voting Power, Sole Dispositive Power, Schedule 13G/A, +1 more

5 terms

beneficially owned financial

"Amount beneficially owned: 993,343"

Beneficially owned describes securities or assets where a person has the economic rights and control—such as the right to receive dividends and to direct voting—even if legal title is held in another name. Think of it like having the keys and using a car that’s registered to someone else: you get the benefits and make decisions. Investors care because beneficial ownership reveals who truly controls value and voting power, affecting corporate decisions and takeover dynamics.

Sole Voting Power financial

"Sole Voting Power 993,343.00"

Sole voting power is the exclusive right to cast votes attached to a shareholder’s stock without needing approval from anyone else. Like holding the only remote control for a TV, it lets that holder decide corporate matters such as board members, mergers, and policy changes, making it important to investors because it concentrates control and can strongly influence a company’s strategy and the value of its shares.

Sole Dispositive Power financial

"Sole Dispositive Power 993,343.00"

Sole dispositive power is the exclusive legal authority to decide what happens to a security — for example, whether to sell, transfer, or retain shares — without needing anyone else’s permission. Investors care because it signals who truly controls the economic outcome of an investment: like holding the only key to a safe, the holder can realize gains or losses and may trigger regulatory reporting, insider rules, or influence over corporate ownership.

Schedule 13G/A regulatory

"Schedule 13G/A (Amendment No. 1)"

A Schedule 13G/A is an amended public filing with the U.S. securities regulator that updates a previous Schedule 13G, disclosing when an individual or group holds a substantial (typically over 5%) stake in a company and is claiming a passive, non‑controlling intent. Investors monitor these updates because rising or falling holdings can signal changing confidence, potential future moves, or shifts in voting power — like watching a public ledger where large shareholders quietly adjust their positions.

Percent of class financial

"Percent of class: 4.9 %"

Percent of class is the portion of a specific category of securities—such as a company’s common shares, preferred shares, or a bond series—that takes part in or approves a corporate action (vote, consent, tender, etc.). Investors watch this number because it reveals how much support or opposition exists within that particular shareholder group; like counting how many members of a club back a proposal, it can determine whether a plan passes or how influence is distributed.

FAQ

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

What percentage of Burke & Herbert Financial Services Corp. (BHRB) does Kenneth R. Lehman report owning?

Kenneth R. Lehman reports beneficial ownership of 4.9% of Burke & Herbert Financial Services Corp. common stock, as disclosed in Amendment No. 1 to his Schedule 13G filing.

How many BHRB shares does Kenneth R. Lehman report as beneficially owned?

Kenneth R. Lehman reports beneficial ownership of 993,343 shares of Burke & Herbert Financial Services Corp. common stock, with sole voting and dispositive power over all of these shares.

Does Kenneth R. Lehman have sole or shared voting power over his BHRB shares?

Kenneth R. Lehman reports sole voting power over 993,343 shares of BHRB common stock and shared voting power over 0 shares in the Schedule 13G/A.

What dispositive power over BHRB shares does Kenneth R. Lehman report?

Kenneth R. Lehman reports sole dispositive power over 993,343 shares of BHRB common stock and shared dispositive power over 0 shares, meaning he alone controls the disposition of the reported shares.

What type of SEC filing did Kenneth R. Lehman submit for BHRB and what is the amendment number?

Kenneth R. Lehman submitted a Schedule 13G/A (Amendment No. 1) relating to Burke & Herbert Financial Services Corp. common stock, updating his reported beneficial ownership position.

What is the CUSIP number for Burke & Herbert Financial Services Corp. common stock in this filing?

The filing identifies Burke & Herbert Financial Services Corp. common stock with CUSIP No. 12135Y108.

What does Item 5 indicate about Kenneth R. Lehman’s ownership in BHRB?

Item 5 states that Kenneth R. Lehman’s position represents ownership of 5 percent or less of the class of Burke & Herbert Financial Services Corp. common stock.

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

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Available on EDGAR 08/24/2026 - 09:52 AM EDT Accepted by SEC EDGAR 08/24/2026 - 09:52 AM EDT Learn about SEC filing dates

SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549

SCHEDULE 13G

UNDER THE SECURITIES EXCHANGE ACT OF 1934

(Amendment No. 1)

Burke & Herbert Financial Services Corp.

(Name of Issuer)

Common Stock

(Title of Class of Securities)

12135Y108

(CUSIP Number)

08/13/2026

(Date of Event Which Requires Filing of this Statement)

Check the appropriate box to designate the rule pursuant to which this Schedule is filed:

Rule 13d-1(b)

Rule 13d-1(c)

Rule 13d-1(d)

schemaVersion:

SCHEDULE 13G

CUSIP Number(s): 12135Y108

1

Names of Reporting Persons

LEHMAN KENNETH R

2

Check the appropriate box if a member of a Group (see instructions)

(a)
(b)

3

Sec Use Only

4

Citizenship or Place of Organization

UNITED STATES

Number of Shares Beneficially Owned by Each Reporting Person With:

5	Sole Voting Power 993,343.00
6	Shared Voting Power 0.00
7	Sole Dispositive Power 993,343.00
8	Shared Dispositive Power 0.00

9

Aggregate Amount Beneficially Owned by Each Reporting Person

993,343.00

10

Check box if the aggregate amount in row (9) excludes certain shares (See Instructions)

11

Percent of class represented by amount in row (9)

4.9 %

12

Type of Reporting Person (See Instructions)

IN

SCHEDULE 13G

Item 1.
(a)	Name of issuer: Burke & Herbert Financial Services Corp.
(b)	Address of issuer's principal executive offices: 100 S. FAIRFAX STREET, ALEXANDRIA, VIRGINIA, 22314
Item 2.
(a)	Name of person filing: Kenneth R. Lehman
(b)	Address or principal business office or, if none, residence: 122 N. Gordon Road, Fort Lauderdale, FL 33301
(c)	Citizenship: USA
(d)	Title of class of securities: Common Stock
(e)	CUSIP No.: 12135Y108
Item 3.	If this statement is filed pursuant to §§ 240.13d-1(b) or 240.13d-2(b) or (c), check whether the person filing is a:
(a)	Broker or dealer registered under section 15 of the Act (15 U.S.C. 78o);
(b)	Bank as defined in section 3(a)(6) of the Act (15 U.S.C. 78c);
(c)	Insurance company as defined in section 3(a)(19) of the Act (15 U.S.C. 78c);
(d)	Investment company registered under section 8 of the Investment Company Act of 1940 (15 U.S.C. 80a-8);
(e)	An investment adviser in accordance with § 240.13d-1(b)(1)(ii)(E);
(f)	An employee benefit plan or endowment fund in accordance with § 240.13d-1(b)(1)(ii)(F);
(g)	A parent holding company or control person in accordance with § 240.13d-1(b)(1)(ii)(G);
(h)	A savings associations as defined in Section 3(b) of the Federal Deposit Insurance Act (12 U.S.C. 1813);
(i)	A church plan that is excluded from the definition of an investment company under section 3(c)(14) of the Investment Company Act of 1940 (15 U.S.C. 80a-3);
(j)	A non-U.S. institution in accordance with § 240.13d-1(b)(1)(ii)(J). If filing as a non-U.S. institution in accordance with § 240.13d-1(b)(1)(ii)(J), please specify the type of institution:
(k)	Group, in accordance with Rule 240.13d-1(b)(1)(ii)(K).
Item 4.	Ownership
(a)	Amount beneficially owned: 993,343
(b)	Percent of class: 4.9 %
(c)	Number of shares as to which the person has:
	(i) Sole power to vote or to direct the vote: 993,343
	(ii) Shared power to vote or to direct the vote: 0
	(iii) Sole power to dispose or to direct the disposition of: 993,343
	(iv) Shared power to dispose or to direct the disposition of: 0
Item 5.	Ownership of 5 Percent or Less of a Class.
	Ownership of 5 percent or less of a class
Item 6.	Ownership of more than 5 Percent on Behalf of Another Person.
	Not Applicable
Item 7.	Identification and Classification of the Subsidiary Which Acquired the Security Being Reported on by the Parent Holding Company or Control Person.
	Not Applicable
Item 8.	Identification and Classification of Members of the Group.
	Not Applicable
Item 9.	Notice of Dissolution of Group.
	Not Applicable

Item 10.

Certifications:

By signing below I certify that, to the best of my knowledge and belief, the securities referred to above were not acquired and are not held for the purpose of or with the effect of changing or influencing the control of the issuer of the securities and were not acquired and are not held in connection with or as a participant in any transaction having that purpose or effect, other than activities solely in connection with a nomination under § 240.14a-11.

SIGNATURE

After reasonable inquiry and to the best of my knowledge and belief, I certify that the information set forth in this statement is true, complete and correct.

LEHMAN KENNETH R

Signature:	Kenneth R. Lehman
Name/Title:	Reporting Person
Date:	08/24/2026

Comments accompanying signature: Kenneth R. Lehman