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Nasdaq · USD

BHRB

Burke & Herbert Financial Services Corp.

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Tapewire entity
4722
SEC CIK
0001964333
Parsed reports
364

Last 12 months

Inside the activity.

12 purchase rows · 8 sale rows

Disclosed non-derivative P/S rows, by transaction month. Includes amendments and private transactions.
Monthly counts
MonthPurchasesSales
Nov 202500
Dec 202500
Jan 202600
Feb 202600
Mar 202600
Apr 202620
May 202641
Jun 202610
Jul 202610
Aug 202647
Sep 202600
Oct 202600

Latest available

Insider transactions

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Purchases/sales include open-market and private transactions. Plan disclosure applies to the filing; individual rows may differ. “Not disclosed” is not “unplanned.”

The cutoff filters transaction history only. Company summaries and owner relationships show the latest available disclosures. Parser corrections can improve historical records.

Transaction dateOwner / reported roleActivity / securityShares / unitsReported priceReported valueDetails
February 29, 2024 Filed Mar 4, 2024 14:23 UTC
Schmidt Jennifer PalmerEVP, Enterprise Risk
GrantCommon Stock 264 $43.11 $11,381.57
Disclosure

SEC source: 0001964333-24-000066 · wk-form4_1709562224.xml · nonDerivative · entry 1

Schmidt Jennifer Palmer · CIK 0001964500 · EVP, Enterprise Risk

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 264

F1 · kind: Shares purchased pursuant to the Burke & Herbert Financial Services Corp. 2023 Employee Stock Purchase Plan ("ESPP"), for the ESPP purchase period of September 1, 2023, through February 29, 2024. In accordance with the ESPP, these shares were purchased at a price equal to 85% of the closing price of the issuer's common stock on September 1, 2023, which was the lower end of day closing price of either the start date or end date of the applicable purchase period.

Read SEC document
February 29, 2024 Filed Mar 4, 2024 14:24 UTC
Collum Joseph FryeExecutive Vice President
GrantCommon Stock 35 $43.11 $1,508.92
Disclosure

SEC source: 0001964333-24-000068 · wk-form4_1709562245.xml · nonDerivative · entry 1

Collum Joseph Frye · CIK 0001964496 · Executive Vice President

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 3,928

F1 · kind: Shares purchased pursuant to the Burke & Herbert Financial Services Corp. 2023 Employee Stock Purchase Plan ("ESPP"), for the ESPP purchase period of September 1, 2023, through February 29, 2024. In accordance with the ESPP, these shares were purchased at a price equal to 85% of the closing price of the issuer's common stock on September 1, 2023, which was the lower end of day closing price of either the start date or end date of the applicable purchase period.

Read SEC document
February 29, 2024 Filed Mar 4, 2024 14:24 UTC
Rowan Shannon BarrowEVP, Wealth Services
GrantCommon Stock 75 $43.11 $3,233.40
Disclosure

SEC source: 0001964333-24-000067 · wk-form4_1709562234.xml · nonDerivative · entry 1

Rowan Shannon Barrow · CIK 0001964490 · EVP, Wealth Services

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 1,482

F1 · kind: Shares purchased pursuant to the Burke & Herbert Financial Services Corp. 2023 Employee Stock Purchase Plan ("ESPP"), for the ESPP purchase period of September 1, 2023, through February 29, 2024. In accordance with the ESPP, these shares were purchased at a price equal to 85% of the closing price of the issuer's common stock on September 1, 2023, which was the lower end of day closing price of either the start date or end date of the applicable purchase period.

Read SEC document
February 29, 2024 Filed Mar 4, 2024 14:23 UTC
Parikh KirtanSVP, Chief Accounting Officer
GrantCommon Stock 61 $43.11 $2,629.83
Disclosure

SEC source: 0001964333-24-000065 · wk-form4_1709562213.xml · nonDerivative · entry 1

Parikh Kirtan · CIK 0001964474 · SVP, Chief Accounting Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 61

F1 · kind: Shares purchased pursuant to the Burke & Herbert Financial Services Corp. 2023 Employee Stock Purchase Plan ("ESPP"), for the ESPP purchase period of September 1, 2023, through February 29, 2024. In accordance with the ESPP, these shares were purchased at a price equal to 85% of the closing price of the issuer's common stock on September 1, 2023, which was the lower end of day closing price of either the start date or end date of the applicable purchase period.

Read SEC document
February 29, 2024 Filed Mar 13, 2024 08:54 UTC Amendment
Smith Kendrick CookEVP, Operations
GrantCommon Stock 185 $43.11 $7,975.72
Disclosure

SEC source: 0001964333-24-000072 · wk-form4a_1710334458.xml · nonDerivative · entry 1

Smith Kendrick Cook · CIK 0001964517 · EVP, Operations

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 185

F1 · kind: Shares purchased pursuant to the Burke & Herbert Financial Services Corp. 2023 Employee Stock Purchase Plan ("ESPP"), for the ESPP purchase period of September 1, 2023, through February 29, 2024. In accordance with the ESPP, these shares were purchased at a price equal to 85% of the closing price of the issuer's common stock on September 1, 2023, which was the lower end of day closing price of either the start date or end date of the applicable purchase period.

F2 · balance_after: The original Form 4, filed on March 4, 2024, is being amended solely to correct a reporting error, showing beneficial ownership of 2,770 shares of common stock following the transaction, when in fact, the beneficial ownership should have been reported as 185 shares.

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February 25, 2024 Filed Feb 27, 2024 14:47 UTC
BOYLE DAVID PDirector · Chair, President, & CEO
Exercise / conversionRestricted Stock Units · Derivative 3,480 $0.00 $0.00
Disclosure

SEC source: 0001964333-24-000056 · wk-form4_1709045259.xml · derivative · entry 3

BOYLE DAVID P · CIK 0001202722 · Director · Chair, President, & CEO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 3,480 shares

Expires 2024-02-25

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · derivative.exercise_price: Restricted stock units convert into common stock on a one-for-one basis.

F2 · derivative.exercise_date: On February 25, 2021, the reporting person was granted 3,480 restricted stock units, vesting on February 25, 2024, assuming continued service at that time.

Read SEC document
February 25, 2024 Filed Feb 27, 2024 14:47 UTC
BOYLE DAVID PDirector · Chair, President, & CEO
Tax withholdingCommon Stock 1,085 $54.70 $59,349.50
Disclosure

SEC source: 0001964333-24-000056 · wk-form4_1709045259.xml · nonDerivative · entry 2

BOYLE DAVID P · CIK 0001202722 · Director · Chair, President, & CEO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 16,905

Read SEC document
February 25, 2024 Filed Feb 27, 2024 14:47 UTC
BOYLE DAVID PDirector · Chair, President, & CEO
Exercise / conversionCommon Stock 3,480 Not disclosed Not disclosed
Disclosure

SEC source: 0001964333-24-000056 · wk-form4_1709045259.xml · nonDerivative · entry 1

BOYLE DAVID P · CIK 0001202722 · Director · Chair, President, & CEO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 17,990

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · price: Restricted stock units convert into common stock on a one-for-one basis.

Read SEC document
February 21, 2024 Filed Feb 21, 2024 16:28 UTC PurchaseCommon Stock 2,400 $55.35 $132,840.00
Disclosure

SEC source: 0001964333-24-000054 · wk-form4_1708532922.xml · nonDerivative · entry 1

Anderson Mark Guthrie · CIK 0001964482 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 11,200

Read SEC document
February 10, 2024 Filed Feb 14, 2024 17:42 UTC
Welch Jeffrey A.EVP, Chief Credit Officer
Exercise / conversionRestricted Stock Units · Derivative 1,480 $0.00 $0.00
Disclosure

SEC source: 0001964333-24-000052 · wk-form4_1707950540.xml · derivative · entry 2

Welch Jeffrey A. · CIK 0001442271 · EVP, Chief Credit Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 1,480 shares

Expires 2024-02-10

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · derivative.exercise_price: Restricted stock units converted into common stock on a one-for-one basis.

F2 · derivative.exercise_date: On February 10, 2021, the reporting person was granted 1,480 restricted stock units, vesting on February 2, 2024, assuming continued service at this time.

F2 · derivative.expiration_date: On February 10, 2021, the reporting person was granted 1,480 restricted stock units, vesting on February 2, 2024, assuming continued service at this time.

Read SEC document
February 10, 2024 Filed Feb 14, 2024 17:42 UTC
Welch Jeffrey A.EVP, Chief Credit Officer
Exercise / conversionCommon Stock 1,480 Not disclosed Not disclosed
Disclosure

SEC source: 0001964333-24-000052 · wk-form4_1707950540.xml · nonDerivative · entry 1

Welch Jeffrey A. · CIK 0001442271 · EVP, Chief Credit Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 2,520

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · price: Restricted stock units converted into common stock on a one-for-one basis.

Read SEC document
February 10, 2024 Filed Feb 14, 2024 22:41 UTC
Collum Joseph FryeExecutive Vice President
Exercise / conversionRestricted Stock Units · Derivative 1,320 $0.00 $0.00
Disclosure

SEC source: 0001964333-24-000050 · wk-form4_1707950465.xml · derivative · entry 3

Collum Joseph Frye · CIK 0001964496 · Executive Vice President

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 1,320 shares

Expires 2024-02-10

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · derivative.exercise_price: Restricted stock units converted into common stock on a one-for-one basis.

F2 · derivative.exercise_date: On February 10, 2021, the reporting person was granted 1,320 restricted stock units, vesting on February 10, 2024, assuming continued service at this time.

F2 · derivative.expiration_date: On February 10, 2021, the reporting person was granted 1,320 restricted stock units, vesting on February 10, 2024, assuming continued service at this time.

Read SEC document
February 10, 2024 Filed Feb 14, 2024 22:41 UTC
Collum Joseph FryeExecutive Vice President
Tax withholdingCommon Stock 467 $56.90 $26,572.30
Disclosure

SEC source: 0001964333-24-000050 · wk-form4_1707950465.xml · nonDerivative · entry 2

Collum Joseph Frye · CIK 0001964496 · Executive Vice President

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 3,893

Read SEC document
February 10, 2024 Filed Feb 14, 2024 22:41 UTC
Collum Joseph FryeExecutive Vice President
Exercise / conversionCommon Stock 1,320 Not disclosed Not disclosed
Disclosure

SEC source: 0001964333-24-000050 · wk-form4_1707950465.xml · nonDerivative · entry 1

Collum Joseph Frye · CIK 0001964496 · Executive Vice President

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 4,360

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · price: Restricted stock units converted into common stock on a one-for-one basis.

Read SEC document
February 10, 2024 Filed Feb 14, 2024 22:40 UTC
Rowan Shannon BarrowEVP, Wealth Services
Exercise / conversionRestricted Stock Units · Derivative 320 $0.00 $0.00
Disclosure

SEC source: 0001964333-24-000048 · wk-form4_1707950383.xml · derivative · entry 3

Rowan Shannon Barrow · CIK 0001964490 · EVP, Wealth Services

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 320 shares

Expires 2024-02-10

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · derivative.exercise_price: Restricted stock units convert into common stock on a one-for-one basis.

F2 · derivative.exercise_date: On February 10, 2021, the reporting person was granted 320 restricted stock units, vesting on February 10, 2024, assuming continued service at this time.

F2 · derivative.expiration_date: On February 10, 2021, the reporting person was granted 320 restricted stock units, vesting on February 10, 2024, assuming continued service at this time.

Read SEC document
February 10, 2024 Filed Feb 14, 2024 22:40 UTC
Rowan Shannon BarrowEVP, Wealth Services
Tax withholdingCommon Stock 113 $56.90 $6,429.70
Disclosure

SEC source: 0001964333-24-000048 · wk-form4_1707950383.xml · nonDerivative · entry 2

Rowan Shannon Barrow · CIK 0001964490 · EVP, Wealth Services

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 1,407

Read SEC document
February 10, 2024 Filed Feb 14, 2024 22:40 UTC
Rowan Shannon BarrowEVP, Wealth Services
Exercise / conversionCommon Stock 320 Not disclosed Not disclosed
Disclosure

SEC source: 0001964333-24-000048 · wk-form4_1707950383.xml · nonDerivative · entry 1

Rowan Shannon Barrow · CIK 0001964490 · EVP, Wealth Services

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 1,520

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · price: Restricted stock units convert into common stock on a one-for-one basis.

Read SEC document
February 01, 2024 Filed Feb 1, 2024 18:27 UTC PurchaseCommon Stock 500 $57.57 $28,784.00
Disclosure

SEC source: 0001964333-24-000040 · wk-form4_1706812044.xml · nonDerivative · entry 1

McLaughlin Shawn Patrick · CIK 0001964493 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 50,500

Read SEC document
February 01, 2024 Filed Feb 1, 2024 22:24 UTC PurchaseCommon Stock 85 $58.15 $4,942.75
Disclosure

SEC source: 0001964333-24-000042 · wk-form4_1706826244.xml · nonDerivative · entry 4

Barnwell Julian Forrest Jr. · CIK 0001964518 · Director

10b5-1 filing: No plan indicated

Ownership: Indirect · Trustee for Barnwell Family Trust

Disclosed balance after: 82,083

Read SEC document
February 01, 2024 Filed Feb 1, 2024 22:24 UTC PurchaseCommon Stock 1,578 $58.00 $91,524.00
Disclosure

SEC source: 0001964333-24-000042 · wk-form4_1706826244.xml · nonDerivative · entry 3

Barnwell Julian Forrest Jr. · CIK 0001964518 · Director

10b5-1 filing: No plan indicated

Ownership: Indirect · Trustee for Barnwell Family Trust

Disclosed balance after: 81,998

Read SEC document
February 01, 2024 Filed Feb 1, 2024 22:24 UTC PurchaseCommon Stock 30 $57.50 $1,725.00
Disclosure

SEC source: 0001964333-24-000042 · wk-form4_1706826244.xml · nonDerivative · entry 2

Barnwell Julian Forrest Jr. · CIK 0001964518 · Director

10b5-1 filing: No plan indicated

Ownership: Indirect · Trustee for Patricia Barnwell Irrevocable Trust

Disclosed balance after: 171,939

Read SEC document
February 01, 2024 Filed Feb 1, 2024 22:24 UTC PurchaseCommon Stock 3,970 $57.75 $229,267.50
Disclosure

SEC source: 0001964333-24-000042 · wk-form4_1706826244.xml · nonDerivative · entry 1

Barnwell Julian Forrest Jr. · CIK 0001964518 · Director

10b5-1 filing: No plan indicated

Ownership: Indirect · Trustee for Patricia Barnwell Irrevocable Trust

Disclosed balance after: 171,909

Read SEC document
January 31, 2024 Filed Jan 31, 2024 15:44 UTC PurchaseCommon Stock 1,000 $60.25 $60,250.00
Disclosure

SEC source: 0001964333-24-000036 · wk-form4_1706715884.xml · nonDerivative · entry 1

McLaughlin Shawn Patrick · CIK 0001964493 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 50,000

Read SEC document
January 31, 2024 Filed Jan 31, 2024 17:16 UTC PurchaseCommon Stock 874 $60.00 $52,440.00
Disclosure

SEC source: 0001964333-24-000038 · wk-form4_1706721399.xml · nonDerivative · entry 1

Riojas Jose David · CIK 0001964476 · Director

10b5-1 filing: No plan indicated

Ownership: Indirect · Held by Jose and Susan Riojas Joint Revocable Trust

Disclosed balance after: 13,600

Read SEC document
January 30, 2024 Filed Jan 30, 2024 22:45 UTC PurchaseCommon Stock 1,126 $60.00 $67,560.00
Disclosure

SEC source: 0001964333-24-000034 · wk-form4_1706654709.xml · nonDerivative · entry 1

Riojas Jose David · CIK 0001964476 · Director

10b5-1 filing: No plan indicated

Ownership: Indirect · Held by Jose and Susan Riojas Joint Revocable Trust

Disclosed balance after: 12,726

Read SEC document
January 19, 2024 Filed Jan 19, 2024 20:21 UTC GiftCommon Stock 9,600 $0.00 $0.00
Disclosure

SEC source: 0001964333-24-000002 · wk-form4_1705695701.xml · nonDerivative · entry 1

Anderson Mark Guthrie · CIK 0001964482 · Director

10b5-1 filing: No plan indicated

Ownership: Indirect · Held by Mark G. Anderson Irrevocable Trust

Disclosed balance after: 0

Read SEC document
January 08, 2024 Filed Jan 23, 2024 20:58 UTC
Welch Jeffrey A.EVP, Chief Credit Officer
GrantPhantom Stock · Derivative 25 $58.89 $1,472.25
Disclosure

SEC source: 0001964333-24-000026 · wk-form4_1706061482.xml · derivative · entry 4

Welch Jeffrey A. · CIK 0001442271 · EVP, Chief Credit Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 1,172

Underlying: Common Stock · 25 shares

Expires not disclosed

F1 · derivative.exercise_price: Each share of phantom stock is the economic equivalent of one share of common stock. The shares of phantom stock become payable, in cash, upon the reporting person's termination of service.

F1 · derivative.exercise_date: Each share of phantom stock is the economic equivalent of one share of common stock. The shares of phantom stock become payable, in cash, upon the reporting person's termination of service.

F1 · derivative.expiration_date: Each share of phantom stock is the economic equivalent of one share of common stock. The shares of phantom stock become payable, in cash, upon the reporting person's termination of service.

Read SEC document
January 08, 2024 Filed Jan 24, 2024 01:58 UTC GrantPhantom Stock · Derivative 125 $58.89 $7,361.25
Disclosure

SEC source: 0001964333-24-000025 · wk-form4_1706061467.xml · derivative · entry 14

Bonnafe Katherine Diane · CIK 0001964513 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 4,571

Underlying: Common Stock · 125 shares

Expires not disclosed

F1 · derivative.exercise_price: Each share of phantom stock is the economic equivalent of one share of common stock. The shares of phantom stock become payable, in cash, upon the reporting person's termination of service.

F1 · derivative.exercise_date: Each share of phantom stock is the economic equivalent of one share of common stock. The shares of phantom stock become payable, in cash, upon the reporting person's termination of service.

F1 · derivative.expiration_date: Each share of phantom stock is the economic equivalent of one share of common stock. The shares of phantom stock become payable, in cash, upon the reporting person's termination of service.

Read SEC document
January 08, 2024 Filed Jan 23, 2024 20:57 UTC
Smith Kendrick CookEVP, Operations
GrantPhantom Stock · Derivative 75 $58.89 $4,416.75
Disclosure

SEC source: 0001964333-24-000024 · wk-form4_1706061450.xml · derivative · entry 13

Smith Kendrick Cook · CIK 0001964517 · EVP, Operations

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 3,587

Underlying: Common Stock · 75 shares

Expires not disclosed

F1 · derivative.exercise_price: Each share of phantom stock is the economic equivalent of one share of common stock. The shares of phantom stock become payable, in cash, upon the reporting person's termination of service.

F1 · derivative.exercise_date: Each share of phantom stock is the economic equivalent of one share of common stock. The shares of phantom stock become payable, in cash, upon the reporting person's termination of service.

F1 · derivative.expiration_date: Each share of phantom stock is the economic equivalent of one share of common stock. The shares of phantom stock become payable, in cash, upon the reporting person's termination of service.

Read SEC document
January 08, 2024 Filed Jan 24, 2024 01:57 UTC GrantPhantom Stock · Derivative 50 $58.89 $2,944.50
Disclosure

SEC source: 0001964333-24-000023 · wk-form4_1706061435.xml · derivative · entry 15

Riojas Jose David · CIK 0001964476 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 1,490

Underlying: Common Stock · 50 shares

Expires not disclosed

F1 · derivative.exercise_price: Each share of phantom stock is the economic equivalent of one share of common stock. The shares of phantom stock become payable, in cash, upon the reporting person's termination of service.

F1 · derivative.exercise_date: Each share of phantom stock is the economic equivalent of one share of common stock. The shares of phantom stock become payable, in cash, upon the reporting person's termination of service.

F1 · derivative.expiration_date: Each share of phantom stock is the economic equivalent of one share of common stock. The shares of phantom stock become payable, in cash, upon the reporting person's termination of service.

Read SEC document
December 15, 2023 Filed Jan 24, 2024 01:58 UTC GrantPhantom Stock · Derivative 150 $57.02 $8,553.00
Disclosure

SEC source: 0001964333-24-000025 · wk-form4_1706061467.xml · derivative · entry 13

Bonnafe Katherine Diane · CIK 0001964513 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 4,446

Underlying: Common Stock · 150 shares

Expires not disclosed

F1 · derivative.exercise_price: Each share of phantom stock is the economic equivalent of one share of common stock. The shares of phantom stock become payable, in cash, upon the reporting person's termination of service.

F1 · derivative.exercise_date: Each share of phantom stock is the economic equivalent of one share of common stock. The shares of phantom stock become payable, in cash, upon the reporting person's termination of service.

F1 · derivative.expiration_date: Each share of phantom stock is the economic equivalent of one share of common stock. The shares of phantom stock become payable, in cash, upon the reporting person's termination of service.

Read SEC document
December 15, 2023 Filed Jan 23, 2024 20:57 UTC
Smith Kendrick CookEVP, Operations
GrantPhantom Stock · Derivative 100 $57.02 $5,702.00
Disclosure

SEC source: 0001964333-24-000024 · wk-form4_1706061450.xml · derivative · entry 12

Smith Kendrick Cook · CIK 0001964517 · EVP, Operations

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 3,512

Underlying: Common Stock · 100 shares

Expires not disclosed

F1 · derivative.exercise_price: Each share of phantom stock is the economic equivalent of one share of common stock. The shares of phantom stock become payable, in cash, upon the reporting person's termination of service.

F1 · derivative.exercise_date: Each share of phantom stock is the economic equivalent of one share of common stock. The shares of phantom stock become payable, in cash, upon the reporting person's termination of service.

F1 · derivative.expiration_date: Each share of phantom stock is the economic equivalent of one share of common stock. The shares of phantom stock become payable, in cash, upon the reporting person's termination of service.

Read SEC document
December 15, 2023 Filed Jan 24, 2024 01:57 UTC GrantPhantom Stock · Derivative 175 $57.02 $9,978.50
Disclosure

SEC source: 0001964333-24-000023 · wk-form4_1706061435.xml · derivative · entry 14

Riojas Jose David · CIK 0001964476 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 1,440

Underlying: Common Stock · 175 shares

Expires not disclosed

F1 · derivative.exercise_price: Each share of phantom stock is the economic equivalent of one share of common stock. The shares of phantom stock become payable, in cash, upon the reporting person's termination of service.

F1 · derivative.exercise_date: Each share of phantom stock is the economic equivalent of one share of common stock. The shares of phantom stock become payable, in cash, upon the reporting person's termination of service.

F1 · derivative.expiration_date: Each share of phantom stock is the economic equivalent of one share of common stock. The shares of phantom stock become payable, in cash, upon the reporting person's termination of service.

Read SEC document
December 13, 2023 Filed Dec 14, 2023 16:44 UTC GiftCommon Stock 240 $0.00 $0.00
Disclosure

SEC source: 0001964333-23-000224 · wk-form4_1702572273.xml · nonDerivative · entry 3

Barnwell Julian Forrest Jr. · CIK 0001964518 · Director

10b5-1 filing: No plan indicated

Ownership: Indirect · Trustee for Barnwell Family Trust

Disclosed balance after: 80,420

Read SEC document
December 13, 2023 Filed Dec 14, 2023 16:44 UTC GiftCommon Stock 600 $0.00 $0.00
Disclosure

SEC source: 0001964333-23-000224 · wk-form4_1702572273.xml · nonDerivative · entry 2

Barnwell Julian Forrest Jr. · CIK 0001964518 · Director

10b5-1 filing: No plan indicated

Ownership: Indirect · Trustee for Patricia Barnwell Irrevocable Trust

Disclosed balance after: 167,939

Read SEC document
December 13, 2023 Filed Dec 14, 2023 16:44 UTC PurchaseCommon Stock 2,000 $54.22 $108,440.00
Disclosure

SEC source: 0001964333-23-000224 · wk-form4_1702572273.xml · nonDerivative · entry 1

Barnwell Julian Forrest Jr. · CIK 0001964518 · Director

10b5-1 filing: No plan indicated

Ownership: Indirect · Trustee for Patricia Barnwell Irrevocable Trust

Disclosed balance after: 168,539

F1 · price: The price reported in Column 4 is a weighted average price. These shares were sold in two transactions at prices ranging from $53.50 to $54.23, inclusive. The reporting person undertakes to provide to Burke & Herbert Financial Services Corp., any security holder of Burke & Herbert Financial Services Corp. or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the ranges set forth in this footnote (1) to this Form 4.

Read SEC document
December 12, 2023 Filed Dec 12, 2023 17:32 UTC PurchaseCommon Stock 3,000 $54.75 $164,250.00
Disclosure

SEC source: 0001964333-23-000221 · wk-form4_1702402368.xml · nonDerivative · entry 1

Barnwell Julian Forrest Jr. · CIK 0001964518 · Director

10b5-1 filing: No plan indicated

Ownership: Indirect · Trustee for Patricia Barnwell Irrevocable Trust

Disclosed balance after: 166,539

Read SEC document
December 08, 2023 Filed Dec 8, 2023 20:04 UTC PurchaseCommon Stock 1,000 $54.01 $54,010.00
Disclosure

SEC source: 0001964333-23-000219 · wk-form4_1702065884.xml · nonDerivative · entry 2

McLaughlin Shawn Patrick · CIK 0001964493 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 49,000

Read SEC document
December 08, 2023 Filed Dec 8, 2023 20:04 UTC PurchaseCommon Stock 100 $52.90 $5,290.00
Disclosure

SEC source: 0001964333-23-000219 · wk-form4_1702065884.xml · nonDerivative · entry 1

McLaughlin Shawn Patrick · CIK 0001964493 · Director

10b5-1 filing: No plan indicated

Ownership: Indirect · Shares held by McLaughlin Ryder Investments, Inc., an affiliated company

Disclosed balance after: 1,000

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November 29, 2023 Filed Jan 24, 2024 01:58 UTC GrantPhantom Stock · Derivative 100 $48.27 $4,827.00
Disclosure

SEC source: 0001964333-24-000025 · wk-form4_1706061467.xml · derivative · entry 12

Bonnafe Katherine Diane · CIK 0001964513 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 4,296

Underlying: Common Stock · 100 shares

Expires not disclosed

F1 · derivative.exercise_price: Each share of phantom stock is the economic equivalent of one share of common stock. The shares of phantom stock become payable, in cash, upon the reporting person's termination of service.

F1 · derivative.exercise_date: Each share of phantom stock is the economic equivalent of one share of common stock. The shares of phantom stock become payable, in cash, upon the reporting person's termination of service.

F1 · derivative.expiration_date: Each share of phantom stock is the economic equivalent of one share of common stock. The shares of phantom stock become payable, in cash, upon the reporting person's termination of service.

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November 29, 2023 Filed Jan 23, 2024 20:57 UTC
Smith Kendrick CookEVP, Operations
GrantPhantom Stock · Derivative 50 $48.52 $2,426.00
Disclosure

SEC source: 0001964333-24-000024 · wk-form4_1706061450.xml · derivative · entry 11

Smith Kendrick Cook · CIK 0001964517 · EVP, Operations

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 3,412

Underlying: Common Stock · 50 shares

Expires not disclosed

F1 · derivative.exercise_price: Each share of phantom stock is the economic equivalent of one share of common stock. The shares of phantom stock become payable, in cash, upon the reporting person's termination of service.

F1 · derivative.exercise_date: Each share of phantom stock is the economic equivalent of one share of common stock. The shares of phantom stock become payable, in cash, upon the reporting person's termination of service.

F1 · derivative.expiration_date: Each share of phantom stock is the economic equivalent of one share of common stock. The shares of phantom stock become payable, in cash, upon the reporting person's termination of service.

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November 29, 2023 Filed Jan 24, 2024 01:57 UTC GrantPhantom Stock · Derivative 100 $48.52 $4,852.00
Disclosure

SEC source: 0001964333-24-000023 · wk-form4_1706061435.xml · derivative · entry 13

Riojas Jose David · CIK 0001964476 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 1,265

Underlying: Common Stock · 100 shares

Expires not disclosed

F1 · derivative.exercise_price: Each share of phantom stock is the economic equivalent of one share of common stock. The shares of phantom stock become payable, in cash, upon the reporting person's termination of service.

F1 · derivative.exercise_date: Each share of phantom stock is the economic equivalent of one share of common stock. The shares of phantom stock become payable, in cash, upon the reporting person's termination of service.

F1 · derivative.expiration_date: Each share of phantom stock is the economic equivalent of one share of common stock. The shares of phantom stock become payable, in cash, upon the reporting person's termination of service.

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November 16, 2023 Filed Jan 24, 2024 01:58 UTC GrantPhantom Stock · Derivative 100 $45.85 $4,585.00
Disclosure

SEC source: 0001964333-24-000025 · wk-form4_1706061467.xml · derivative · entry 11

Bonnafe Katherine Diane · CIK 0001964513 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 4,196

Underlying: Common Stock · 100 shares

Expires not disclosed

F1 · derivative.exercise_price: Each share of phantom stock is the economic equivalent of one share of common stock. The shares of phantom stock become payable, in cash, upon the reporting person's termination of service.

F1 · derivative.exercise_date: Each share of phantom stock is the economic equivalent of one share of common stock. The shares of phantom stock become payable, in cash, upon the reporting person's termination of service.

F1 · derivative.expiration_date: Each share of phantom stock is the economic equivalent of one share of common stock. The shares of phantom stock become payable, in cash, upon the reporting person's termination of service.

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November 16, 2023 Filed Jan 23, 2024 20:57 UTC
Smith Kendrick CookEVP, Operations
GrantPhantom Stock · Derivative 50 $45.91 $2,295.50
Disclosure

SEC source: 0001964333-24-000024 · wk-form4_1706061450.xml · derivative · entry 10

Smith Kendrick Cook · CIK 0001964517 · EVP, Operations

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 3,362

Underlying: Common Stock · 50 shares

Expires not disclosed

F1 · derivative.exercise_price: Each share of phantom stock is the economic equivalent of one share of common stock. The shares of phantom stock become payable, in cash, upon the reporting person's termination of service.

F1 · derivative.exercise_date: Each share of phantom stock is the economic equivalent of one share of common stock. The shares of phantom stock become payable, in cash, upon the reporting person's termination of service.

F1 · derivative.expiration_date: Each share of phantom stock is the economic equivalent of one share of common stock. The shares of phantom stock become payable, in cash, upon the reporting person's termination of service.

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November 16, 2023 Filed Jan 24, 2024 01:57 UTC GrantPhantom Stock · Derivative 93 $45.93 $4,271.49
Disclosure

SEC source: 0001964333-24-000023 · wk-form4_1706061435.xml · derivative · entry 12

Riojas Jose David · CIK 0001964476 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 1,165

Underlying: Common Stock · 93 shares

Expires not disclosed

F1 · derivative.exercise_price: Each share of phantom stock is the economic equivalent of one share of common stock. The shares of phantom stock become payable, in cash, upon the reporting person's termination of service.

F1 · derivative.exercise_date: Each share of phantom stock is the economic equivalent of one share of common stock. The shares of phantom stock become payable, in cash, upon the reporting person's termination of service.

F1 · derivative.expiration_date: Each share of phantom stock is the economic equivalent of one share of common stock. The shares of phantom stock become payable, in cash, upon the reporting person's termination of service.

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November 15, 2023 Filed Jan 24, 2024 01:57 UTC GrantPhantom Stock · Derivative 7 $46.02 $322.14
Disclosure

SEC source: 0001964333-24-000023 · wk-form4_1706061435.xml · derivative · entry 11

Riojas Jose David · CIK 0001964476 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 1,072

Underlying: Common Stock · 7 shares

Expires not disclosed

F1 · derivative.exercise_price: Each share of phantom stock is the economic equivalent of one share of common stock. The shares of phantom stock become payable, in cash, upon the reporting person's termination of service.

F1 · derivative.exercise_date: Each share of phantom stock is the economic equivalent of one share of common stock. The shares of phantom stock become payable, in cash, upon the reporting person's termination of service.

F1 · derivative.expiration_date: Each share of phantom stock is the economic equivalent of one share of common stock. The shares of phantom stock become payable, in cash, upon the reporting person's termination of service.

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October 31, 2023 Filed Jan 24, 2024 01:58 UTC GrantPhantom Stock · Derivative 100 $44.62 $4,462.00
Disclosure

SEC source: 0001964333-24-000025 · wk-form4_1706061467.xml · derivative · entry 10

Bonnafe Katherine Diane · CIK 0001964513 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 4,096

Underlying: Common Stock · 100 shares

Expires not disclosed

F1 · derivative.exercise_price: Each share of phantom stock is the economic equivalent of one share of common stock. The shares of phantom stock become payable, in cash, upon the reporting person's termination of service.

F1 · derivative.exercise_date: Each share of phantom stock is the economic equivalent of one share of common stock. The shares of phantom stock become payable, in cash, upon the reporting person's termination of service.

F1 · derivative.expiration_date: Each share of phantom stock is the economic equivalent of one share of common stock. The shares of phantom stock become payable, in cash, upon the reporting person's termination of service.

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October 31, 2023 Filed Jan 24, 2024 01:57 UTC GrantPhantom Stock · Derivative 100 $44.62 $4,462.00
Disclosure

SEC source: 0001964333-24-000023 · wk-form4_1706061435.xml · derivative · entry 10

Riojas Jose David · CIK 0001964476 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 1,065

Underlying: Common Stock · 100 shares

Expires not disclosed

F1 · derivative.exercise_price: Each share of phantom stock is the economic equivalent of one share of common stock. The shares of phantom stock become payable, in cash, upon the reporting person's termination of service.

F1 · derivative.exercise_date: Each share of phantom stock is the economic equivalent of one share of common stock. The shares of phantom stock become payable, in cash, upon the reporting person's termination of service.

F1 · derivative.expiration_date: Each share of phantom stock is the economic equivalent of one share of common stock. The shares of phantom stock become payable, in cash, upon the reporting person's termination of service.

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October 25, 2023 Filed Jan 23, 2024 20:57 UTC
Smith Kendrick CookEVP, Operations
GrantPhantom Stock · Derivative 100 $45.52 $4,552.00
Disclosure

SEC source: 0001964333-24-000024 · wk-form4_1706061450.xml · derivative · entry 9

Smith Kendrick Cook · CIK 0001964517 · EVP, Operations

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 3,312

Underlying: Common Stock · 100 shares

Expires not disclosed

F1 · derivative.exercise_price: Each share of phantom stock is the economic equivalent of one share of common stock. The shares of phantom stock become payable, in cash, upon the reporting person's termination of service.

F1 · derivative.exercise_date: Each share of phantom stock is the economic equivalent of one share of common stock. The shares of phantom stock become payable, in cash, upon the reporting person's termination of service.

F1 · derivative.expiration_date: Each share of phantom stock is the economic equivalent of one share of common stock. The shares of phantom stock become payable, in cash, upon the reporting person's termination of service.

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September 29, 2023 Filed Jan 23, 2024 20:57 UTC
Smith Kendrick CookEVP, Operations
GrantPhantom Stock · Derivative 100 $47.02 $4,702.00
Disclosure

SEC source: 0001964333-24-000024 · wk-form4_1706061450.xml · derivative · entry 8

Smith Kendrick Cook · CIK 0001964517 · EVP, Operations

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 3,212

Underlying: Common Stock · 100 shares

Expires not disclosed

F1 · derivative.exercise_price: Each share of phantom stock is the economic equivalent of one share of common stock. The shares of phantom stock become payable, in cash, upon the reporting person's termination of service.

F1 · derivative.exercise_date: Each share of phantom stock is the economic equivalent of one share of common stock. The shares of phantom stock become payable, in cash, upon the reporting person's termination of service.

F1 · derivative.expiration_date: Each share of phantom stock is the economic equivalent of one share of common stock. The shares of phantom stock become payable, in cash, upon the reporting person's termination of service.

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Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.