BHRB

SEC source: 0001964333-24-000238 · wk-form4_1716307063.xml · nonDerivative · entry 1

HINKLE GARY L · CIK 0001186825 · Director

10b5-1 filing: No plan indicated

Ownership: Indirect · By Joint Revocable Trust

Disclosed balance after: 223,155

SEC source: 0001964333-24-000240 · wk-form4_1716378449.xml · nonDerivative · entry 1

HINKLE GARY L · CIK 0001186825 · Director

10b5-1 filing: No plan indicated

Ownership: Indirect · By Joint Revocable Trust

Disclosed balance after: 224,673

SEC source: 0001964333-24-000236 · wk-form4_1716293239.xml · nonDerivative · entry 1

HINKLE GARY L · CIK 0001186825 · Director

10b5-1 filing: No plan indicated

Ownership: Indirect · By Joint Revocable Trust

Disclosed balance after: 222,169

SEC source: 0001964333-24-000234 · wk-form4_1716207538.xml · nonDerivative · entry 1

HINKLE GARY L · CIK 0001186825 · Director

10b5-1 filing: No plan indicated

Ownership: Indirect · By Joint Revocable Trust

Disclosed balance after: 220,130

SEC source: 0001964333-24-000232 · wk-form4_1715964920.xml · nonDerivative · entry 2

HINKLE GARY L · CIK 0001186825 · Director

10b5-1 filing: No plan indicated

Ownership: Indirect · By Joint Revocable Trust

Disclosed balance after: 219,660

SEC source: 0001964333-24-000232 · wk-form4_1715964920.xml · nonDerivative · entry 1

HINKLE GARY L · CIK 0001186825 · Director

10b5-1 filing: No plan indicated

Ownership: Indirect · By Joint Revocable Trust

Disclosed balance after: 219,645

SEC source: 0001964333-24-000230 · wk-form4_1715807833.xml · nonDerivative · entry 2

HINKLE GARY L · CIK 0001186825 · Director

10b5-1 filing: No plan indicated

Ownership: Indirect · By Joint Revocable Trust

Disclosed balance after: 219,450

SEC source: 0001964333-24-000230 · wk-form4_1715807833.xml · nonDerivative · entry 1

HINKLE GARY L · CIK 0001186825 · Director

10b5-1 filing: No plan indicated

Ownership: Indirect · By Joint Revocable Trust

Disclosed balance after: 219,350

SEC source: 0001964333-24-000228 · wk-form4_1715714128.xml · nonDerivative · entry 1

HINKLE GARY L · CIK 0001186825 · Director

10b5-1 filing: No plan indicated

Ownership: Indirect · By Joint Revocable Trust

Disclosed balance after: 218,850

SEC source: 0001964333-24-000226 · wk-form4_1715693580.xml · nonDerivative · entry 1

HINKLE GARY L · CIK 0001186825 · Director

10b5-1 filing: No plan indicated

Ownership: Indirect · By Joint Revocable Trust

Disclosed balance after: 216,071

SEC source: 0001964333-24-000224 · wk-form4_1715373223.xml · nonDerivative · entry 1

HINKLE GARY L · CIK 0001186825 · Director

10b5-1 filing: No plan indicated

Ownership: Indirect · By Joint Revocable Trust

Disclosed balance after: 215,458

SEC source: 0001964333-24-000193 · wk-form4_1715021722.xml · nonDerivative · entry 1

Kimlel Lauren N. · CIK 0001970590 · EVP, Branch Banking

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 622

F1 · price: Pursuant to the terms of the Agreement and Plan of Reorganization (the "Merger Agreement"), dated as of August 24, 2023, by and between Burke & Herbert Financial Services Corp. ("Burke & Herbert") and Summit Financial Group, Inc. ("Summit"), on May 3, 2024 (the "Closing Date") Summit merged with and into Burke & Herbert (the "Merger"), with Burke & Herbert continuing as the surviving company of the Merger. Pursuant to the Merger Agreement, on the Closing Date each share of Summit common stock held by the reporting person was converted into the right to receive 0.5043 of a share of common stock of Burke & Herbert rounded down to the nearest whole number of shares. The closing price of Burke & Herbert's common stock on May 2, 2024, was $51.67 per share.

SEC source: 0001964333-24-000197 · wk-form4_1715025902.xml · derivative · entry 7

Zirk Angela R · CIK 0001971310 · EVP, Chief Experience Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 2,812

Underlying: Common Stock · 2,812 shares

Expires 2033-02-09

F3 · derivative.exercise_date: Represents stock appreciation rights ("SARs") that were converted from Summit SARs into Burke & Herbert SARs pursuant to the Merger Agreement.

SEC source: 0001964333-24-000197 · wk-form4_1715025902.xml · derivative · entry 6

Zirk Angela R · CIK 0001971310 · EVP, Chief Experience Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 2,569

Underlying: Common Stock · 2,569 shares

Expires 2031-07-15

F3 · derivative.exercise_date: Represents stock appreciation rights ("SARs") that were converted from Summit SARs into Burke & Herbert SARs pursuant to the Merger Agreement.

SEC source: 0001964333-24-000197 · wk-form4_1715025902.xml · derivative · entry 5

Zirk Angela R · CIK 0001971310 · EVP, Chief Experience Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 2,124

Underlying: Common Stock · 2,124 shares

Expires 2029-02-07

F3 · derivative.exercise_date: Represents stock appreciation rights ("SARs") that were converted from Summit SARs into Burke & Herbert SARs pursuant to the Merger Agreement.

SEC source: 0001964333-24-000197 · wk-form4_1715025902.xml · derivative · entry 4

Zirk Angela R · CIK 0001971310 · EVP, Chief Experience Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 1,045

Underlying: Common Stock · 1,045 shares

Expires 2027-02-09

F3 · derivative.exercise_date: Represents stock appreciation rights ("SARs") that were converted from Summit SARs into Burke & Herbert SARs pursuant to the Merger Agreement.

SEC source: 0001964333-24-000197 · wk-form4_1715025902.xml · derivative · entry 3

Zirk Angela R · CIK 0001971310 · EVP, Chief Experience Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 1,210

Underlying: Common Stock · 1,210 shares

Expires 2025-04-23

F3 · derivative.exercise_date: Represents stock appreciation rights ("SARs") that were converted from Summit SARs into Burke & Herbert SARs pursuant to the Merger Agreement.

SEC source: 0001964333-24-000197 · wk-form4_1715025902.xml · nonDerivative · entry 2

Zirk Angela R · CIK 0001971310 · EVP, Chief Experience Officer

10b5-1 filing: No plan indicated

Ownership: Indirect · By ESOP Trust

Disclosed balance after: 1,911

F1 · price: Pursuant to the terms of the Agreement and Plan of Reorganization (the "Merger Agreement"), dated as of August 24, 2023, by and between Burke & Herbert Financial Services Corp. ("Burke & Herbert") and Summit Financial Group, Inc. ("Summit"), on May 3, 2024 (the "Closing Date") Summit merged with and into Burke & Herbert (the "Merger"), with Burke & Herbert continuing as the surviving company of the Merger. Pursuant to the Merger Agreement, on the Closing Date each share of Summit common stock held by the reporting person was converted into the right to receive 0.5043 of a share of common stock of Burke & Herbert rounded down to the nearest whole number of shares. The closing price of Burke & Herbert's common stock on May 2, 2024, was $51.67 per share.

F2 · ownership.nature: The Summit ESOP was terminated pursuant to the Merger Agreement.

SEC source: 0001964333-24-000197 · wk-form4_1715025902.xml · nonDerivative · entry 1

Zirk Angela R · CIK 0001971310 · EVP, Chief Experience Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 617

F1 · price: Pursuant to the terms of the Agreement and Plan of Reorganization (the "Merger Agreement"), dated as of August 24, 2023, by and between Burke & Herbert Financial Services Corp. ("Burke & Herbert") and Summit Financial Group, Inc. ("Summit"), on May 3, 2024 (the "Closing Date") Summit merged with and into Burke & Herbert (the "Merger"), with Burke & Herbert continuing as the surviving company of the Merger. Pursuant to the Merger Agreement, on the Closing Date each share of Summit common stock held by the reporting person was converted into the right to receive 0.5043 of a share of common stock of Burke & Herbert rounded down to the nearest whole number of shares. The closing price of Burke & Herbert's common stock on May 2, 2024, was $51.67 per share.

SEC source: 0001964333-24-000206 · wk-form4_1715028144.xml · derivative · entry 6

Freeman Danyl R · CIK 0001864438 · Chief Human Resources Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 2,819

Underlying: Common Stock · 2,819 shares

Expires 2033-02-09

F3 · derivative.exercise_date: Represents stock appreciation rights ("SARs") that were converted from Summit SARs into Burke & Herbert SARs pursuant to the Merger Agreement.

SEC source: 0001964333-24-000206 · wk-form4_1715028144.xml · derivative · entry 5

Freeman Danyl R · CIK 0001864438 · Chief Human Resources Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 2,836

Underlying: Common Stock · 2,836 shares

Expires 2031-07-15

F3 · derivative.exercise_date: Represents stock appreciation rights ("SARs") that were converted from Summit SARs into Burke & Herbert SARs pursuant to the Merger Agreement.

SEC source: 0001964333-24-000206 · wk-form4_1715028144.xml · derivative · entry 4

Freeman Danyl R · CIK 0001864438 · Chief Human Resources Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 2,738

Underlying: Common Stock · 2,738 shares

Expires 2029-02-07

F3 · derivative.exercise_date: Represents stock appreciation rights ("SARs") that were converted from Summit SARs into Burke & Herbert SARs pursuant to the Merger Agreement.

SEC source: 0001964333-24-000206 · wk-form4_1715028144.xml · derivative · entry 3

Freeman Danyl R · CIK 0001864438 · Chief Human Resources Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 1,278

Underlying: Common Stock · 1,278 shares

Expires 2027-02-09

F3 · derivative.exercise_date: Represents stock appreciation rights ("SARs") that were converted from Summit SARs into Burke & Herbert SARs pursuant to the Merger Agreement.

SEC source: 0001964333-24-000206 · wk-form4_1715028144.xml · nonDerivative · entry 2

Freeman Danyl R · CIK 0001864438 · Chief Human Resources Officer

10b5-1 filing: No plan indicated

Ownership: Indirect · By ESOP Trust

Disclosed balance after: 6,124

F1 · price: Pursuant to the terms of the Agreement and Plan of Reorganization (the "Merger Agreement"), dated as of August 24, 2023, by and between Burke & Herbert Financial Services Corp. ("Burke & Herbert") and Summit Financial Group, Inc. ("Summit"), on May 3, 2024 (the "Closing Date") Summit merged with and into Burke & Herbert (the "Merger"), with Burke & Herbert continuing as the surviving company of the Merger. Pursuant to the Merger Agreement, on the Closing Date each share of Summit common stock held by the reporting person was converted into the right to receive 0.5043 of a share of common stock of Burke & Herbert rounded down to the nearest whole number of shares. The closing price of Burke & Herbert's common stock on May 2, 2024, was $51.67 per share.

F2 · ownership.nature: The Summit ESOP was terminated pursuant to the Merger Agreement.

SEC source: 0001964333-24-000206 · wk-form4_1715028144.xml · nonDerivative · entry 1

Freeman Danyl R · CIK 0001864438 · Chief Human Resources Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 1,515

F1 · price: Pursuant to the terms of the Agreement and Plan of Reorganization (the "Merger Agreement"), dated as of August 24, 2023, by and between Burke & Herbert Financial Services Corp. ("Burke & Herbert") and Summit Financial Group, Inc. ("Summit"), on May 3, 2024 (the "Closing Date") Summit merged with and into Burke & Herbert (the "Merger"), with Burke & Herbert continuing as the surviving company of the Merger. Pursuant to the Merger Agreement, on the Closing Date each share of Summit common stock held by the reporting person was converted into the right to receive 0.5043 of a share of common stock of Burke & Herbert rounded down to the nearest whole number of shares. The closing price of Burke & Herbert's common stock on May 2, 2024, was $51.67 per share.

SEC source: 0001964333-24-000186 · wk-form4_1715001301.xml · nonDerivative · entry 4

George Georgette R. · CIK 0001486521 · Director

10b5-1 filing: No plan indicated

Ownership: Indirect · By Sellaro Enterprises, Inc.

Disclosed balance after: 9,696

F1 · price: Pursuant to the terms of the Agreement and Plan of Reorganization (the "Merger Agreement"), dated as of August 24, 2023, by and between Burke & Herbert Financial Services Corp. ("Burke & Herbert") and Summit Financial Group, Inc. ("Summit"), on May 3, 2024 (the "Closing Date") Summit merged with and into Burke & Herbert (the "Merger"), with Burke & Herbert continuing as the surviving company of the Merger. Pursuant to the Merger Agreement, on the Closing Date each share of Summit common stock held by the reporting person was converted into the right to receive 0.5043 of a share of common stock of Burke & Herbert rounded down to the nearest whole number of shares. The closing price of Burke & Herbert's common stock on May 2, 2024, was $51.67 per share.

SEC source: 0001964333-24-000186 · wk-form4_1715001301.xml · nonDerivative · entry 3

George Georgette R. · CIK 0001486521 · Director

10b5-1 filing: No plan indicated

Ownership: Indirect · By George Brothers Investment Partnership

Disclosed balance after: 38,722

F1 · price: Pursuant to the terms of the Agreement and Plan of Reorganization (the "Merger Agreement"), dated as of August 24, 2023, by and between Burke & Herbert Financial Services Corp. ("Burke & Herbert") and Summit Financial Group, Inc. ("Summit"), on May 3, 2024 (the "Closing Date") Summit merged with and into Burke & Herbert (the "Merger"), with Burke & Herbert continuing as the surviving company of the Merger. Pursuant to the Merger Agreement, on the Closing Date each share of Summit common stock held by the reporting person was converted into the right to receive 0.5043 of a share of common stock of Burke & Herbert rounded down to the nearest whole number of shares. The closing price of Burke & Herbert's common stock on May 2, 2024, was $51.67 per share.

SEC source: 0001964333-24-000186 · wk-form4_1715001301.xml · nonDerivative · entry 2

George Georgette R. · CIK 0001486521 · Director

10b5-1 filing: No plan indicated

Ownership: Indirect · By 401(k) Plan FBO Spouse

Disclosed balance after: 21,032

F1 · price: Pursuant to the terms of the Agreement and Plan of Reorganization (the "Merger Agreement"), dated as of August 24, 2023, by and between Burke & Herbert Financial Services Corp. ("Burke & Herbert") and Summit Financial Group, Inc. ("Summit"), on May 3, 2024 (the "Closing Date") Summit merged with and into Burke & Herbert (the "Merger"), with Burke & Herbert continuing as the surviving company of the Merger. Pursuant to the Merger Agreement, on the Closing Date each share of Summit common stock held by the reporting person was converted into the right to receive 0.5043 of a share of common stock of Burke & Herbert rounded down to the nearest whole number of shares. The closing price of Burke & Herbert's common stock on May 2, 2024, was $51.67 per share.

SEC source: 0001964333-24-000186 · wk-form4_1715001301.xml · nonDerivative · entry 1

George Georgette R. · CIK 0001486521 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 19,971

F1 · price: Pursuant to the terms of the Agreement and Plan of Reorganization (the "Merger Agreement"), dated as of August 24, 2023, by and between Burke & Herbert Financial Services Corp. ("Burke & Herbert") and Summit Financial Group, Inc. ("Summit"), on May 3, 2024 (the "Closing Date") Summit merged with and into Burke & Herbert (the "Merger"), with Burke & Herbert continuing as the surviving company of the Merger. Pursuant to the Merger Agreement, on the Closing Date each share of Summit common stock held by the reporting person was converted into the right to receive 0.5043 of a share of common stock of Burke & Herbert rounded down to the nearest whole number of shares. The closing price of Burke & Herbert's common stock on May 2, 2024, was $51.67 per share.

SEC source: 0001964333-24-000182 · wk-form4_1715001253.xml · nonDerivative · entry 2

Geary James P II · CIK 0001400427 · Director

10b5-1 filing: No plan indicated

Ownership: Indirect · By Spouse

Disclosed balance after: 3,637

F1 · price: Pursuant to the terms of the Agreement and Plan of Reorganization (the "Merger Agreement"), dated as of August 24, 2023, by and between Burke & Herbert Financial Services Corp. ("Burke & Herbert") and Summit Financial Group, Inc. ("Summit"), on May 3, 2024 (the "Closing Date") Summit merged with and into Burke & Herbert (the "Merger"), with Burke & Herbert continuing as the surviving company of the Merger. Pursuant to the Merger Agreement, on the Closing Date each share of Summit common stock held by the reporting person was converted into the right to receive 0.5043 of a share of common stock of Burke & Herbert rounded down to the nearest whole number of shares. The closing price of Burke & Herbert's common stock on May 2, 2024, was $51.67 per share.

SEC source: 0001964333-24-000182 · wk-form4_1715001253.xml · nonDerivative · entry 1

Geary James P II · CIK 0001400427 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 15,918

F1 · price: Pursuant to the terms of the Agreement and Plan of Reorganization (the "Merger Agreement"), dated as of August 24, 2023, by and between Burke & Herbert Financial Services Corp. ("Burke & Herbert") and Summit Financial Group, Inc. ("Summit"), on May 3, 2024 (the "Closing Date") Summit merged with and into Burke & Herbert (the "Merger"), with Burke & Herbert continuing as the surviving company of the Merger. Pursuant to the Merger Agreement, on the Closing Date each share of Summit common stock held by the reporting person was converted into the right to receive 0.5043 of a share of common stock of Burke & Herbert rounded down to the nearest whole number of shares. The closing price of Burke & Herbert's common stock on May 2, 2024, was $51.67 per share.

SEC source: 0001964333-24-000190 · wk-form4_1715001349.xml · nonDerivative · entry 6

WILSON DAVID · CIK 0001208842 · Bank Director

10b5-1 filing: No plan indicated

Ownership: Indirect · By A D B M Properties Inc

Disclosed balance after: 5,401

F1 · price: Pursuant to the terms of the Agreement and Plan of Reorganization (the "Merger Agreement"), dated as of August 24, 2023, by and between Burke & Herbert Financial Services Corp. ("Burke & Herbert") and Summit Financial Group, Inc. ("Summit"), on May 3, 2024 (the "Closing Date") Summit merged with and into Burke & Herbert (the "Merger"), with Burke & Herbert continuing as the surviving company of the Merger. Pursuant to the Merger Agreement, on the Closing Date each share of Summit common stock held by the reporting person was converted into the right to receive 0.5043 of a share of common stock of Burke & Herbert rounded down to the nearest whole number of shares. The closing price of Burke & Herbert's common stock on May 2, 2024, was $51.67 per share.

SEC source: 0001964333-24-000190 · wk-form4_1715001349.xml · nonDerivative · entry 5

WILSON DAVID · CIK 0001208842 · Bank Director

10b5-1 filing: No plan indicated

Ownership: Indirect · By Millsboro Auto Mart II

Disclosed balance after: 874

F1 · price: Pursuant to the terms of the Agreement and Plan of Reorganization (the "Merger Agreement"), dated as of August 24, 2023, by and between Burke & Herbert Financial Services Corp. ("Burke & Herbert") and Summit Financial Group, Inc. ("Summit"), on May 3, 2024 (the "Closing Date") Summit merged with and into Burke & Herbert (the "Merger"), with Burke & Herbert continuing as the surviving company of the Merger. Pursuant to the Merger Agreement, on the Closing Date each share of Summit common stock held by the reporting person was converted into the right to receive 0.5043 of a share of common stock of Burke & Herbert rounded down to the nearest whole number of shares. The closing price of Burke & Herbert's common stock on May 2, 2024, was $51.67 per share.

SEC source: 0001964333-24-000190 · wk-form4_1715001349.xml · nonDerivative · entry 4

WILSON DAVID · CIK 0001208842 · Bank Director

10b5-1 filing: No plan indicated

Ownership: Indirect · By Boulevard Auto Sales

Disclosed balance after: 874

F1 · price: Pursuant to the terms of the Agreement and Plan of Reorganization (the "Merger Agreement"), dated as of August 24, 2023, by and between Burke & Herbert Financial Services Corp. ("Burke & Herbert") and Summit Financial Group, Inc. ("Summit"), on May 3, 2024 (the "Closing Date") Summit merged with and into Burke & Herbert (the "Merger"), with Burke & Herbert continuing as the surviving company of the Merger. Pursuant to the Merger Agreement, on the Closing Date each share of Summit common stock held by the reporting person was converted into the right to receive 0.5043 of a share of common stock of Burke & Herbert rounded down to the nearest whole number of shares. The closing price of Burke & Herbert's common stock on May 2, 2024, was $51.67 per share.

SEC source: 0001964333-24-000190 · wk-form4_1715001349.xml · nonDerivative · entry 3

WILSON DAVID · CIK 0001208842 · Bank Director

10b5-1 filing: No plan indicated

Ownership: Indirect · By ADBMD Landholdings LLC

Disclosed balance after: 37,835

F1 · price: Pursuant to the terms of the Agreement and Plan of Reorganization (the "Merger Agreement"), dated as of August 24, 2023, by and between Burke & Herbert Financial Services Corp. ("Burke & Herbert") and Summit Financial Group, Inc. ("Summit"), on May 3, 2024 (the "Closing Date") Summit merged with and into Burke & Herbert (the "Merger"), with Burke & Herbert continuing as the surviving company of the Merger. Pursuant to the Merger Agreement, on the Closing Date each share of Summit common stock held by the reporting person was converted into the right to receive 0.5043 of a share of common stock of Burke & Herbert rounded down to the nearest whole number of shares. The closing price of Burke & Herbert's common stock on May 2, 2024, was $51.67 per share.

SEC source: 0001964333-24-000190 · wk-form4_1715001349.xml · nonDerivative · entry 2

WILSON DAVID · CIK 0001208842 · Bank Director

10b5-1 filing: No plan indicated

Ownership: Indirect · By Spouse

Disclosed balance after: 2,443

F1 · price: Pursuant to the terms of the Agreement and Plan of Reorganization (the "Merger Agreement"), dated as of August 24, 2023, by and between Burke & Herbert Financial Services Corp. ("Burke & Herbert") and Summit Financial Group, Inc. ("Summit"), on May 3, 2024 (the "Closing Date") Summit merged with and into Burke & Herbert (the "Merger"), with Burke & Herbert continuing as the surviving company of the Merger. Pursuant to the Merger Agreement, on the Closing Date each share of Summit common stock held by the reporting person was converted into the right to receive 0.5043 of a share of common stock of Burke & Herbert rounded down to the nearest whole number of shares. The closing price of Burke & Herbert's common stock on May 2, 2024, was $51.67 per share.

SEC source: 0001964333-24-000190 · wk-form4_1715001349.xml · nonDerivative · entry 1

WILSON DAVID · CIK 0001208842 · Bank Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 19,958

F1 · price: Pursuant to the terms of the Agreement and Plan of Reorganization (the "Merger Agreement"), dated as of August 24, 2023, by and between Burke & Herbert Financial Services Corp. ("Burke & Herbert") and Summit Financial Group, Inc. ("Summit"), on May 3, 2024 (the "Closing Date") Summit merged with and into Burke & Herbert (the "Merger"), with Burke & Herbert continuing as the surviving company of the Merger. Pursuant to the Merger Agreement, on the Closing Date each share of Summit common stock held by the reporting person was converted into the right to receive 0.5043 of a share of common stock of Burke & Herbert rounded down to the nearest whole number of shares. The closing price of Burke & Herbert's common stock on May 2, 2024, was $51.67 per share.

SEC source: 0001964333-24-000188 · wk-form4_1715001325.xml · nonDerivative · entry 1

COOKMAN JAMES M · CIK 0001186820 · Bank Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 13,484

F1 · price: Pursuant to the terms of the Agreement and Plan of Reorganization (the "Merger Agreement"), dated as of August 24, 2023, by and between Burke & Herbert Financial Services Corp. ("Burke & Herbert") and Summit Financial Group, Inc. ("Summit"), on May 3, 2024 (the "Closing Date") Summit merged with and into Burke & Herbert (the "Merger"), with Burke & Herbert continuing as the surviving company of the Merger. Pursuant to the Merger Agreement, on the Closing Date each share of Summit common stock held by the reporting person was converted into the right to receive 0.5043 of a share of common stock of Burke & Herbert rounded down to the nearest whole number of shares. The closing price of Burke & Herbert's common stock on May 2, 2024, was $51.67 per share.

SEC source: 0001964333-24-000181 · wk-form4_1715001241.xml · nonDerivative · entry 6

HINKLE GARY L · CIK 0001186825 · Director

10b5-1 filing: No plan indicated

Ownership: Indirect · As Custodian for Grandchild

Disclosed balance after: 266

F1 · price: Pursuant to the terms of the Agreement and Plan of Reorganization (the "Merger Agreement"), dated as of August 24, 2023, by and between Burke & Herbert Financial Services Corp. ("Burke & Herbert") and Summit Financial Group, Inc. ("Summit"), on May 3, 2024 (the "Closing Date") Summit merged with and into Burke & Herbert (the "Merger"), with Burke & Herbert continuing as the surviving company of the Merger. Pursuant to the Merger Agreement, on the Closing Date each share of Summit common stock held by the reporting person was converted into the right to receive 0.5043 of a share of common stock of Burke & Herbert rounded down to the nearest whole number of shares. The closing price of Burke & Herbert's common stock on May 2, 2024, was $51.67 per share.

SEC source: 0001964333-24-000181 · wk-form4_1715001241.xml · nonDerivative · entry 5

HINKLE GARY L · CIK 0001186825 · Director

10b5-1 filing: No plan indicated

Ownership: Indirect · By Spouse

Disclosed balance after: 2,420

F1 · price: Pursuant to the terms of the Agreement and Plan of Reorganization (the "Merger Agreement"), dated as of August 24, 2023, by and between Burke & Herbert Financial Services Corp. ("Burke & Herbert") and Summit Financial Group, Inc. ("Summit"), on May 3, 2024 (the "Closing Date") Summit merged with and into Burke & Herbert (the "Merger"), with Burke & Herbert continuing as the surviving company of the Merger. Pursuant to the Merger Agreement, on the Closing Date each share of Summit common stock held by the reporting person was converted into the right to receive 0.5043 of a share of common stock of Burke & Herbert rounded down to the nearest whole number of shares. The closing price of Burke & Herbert's common stock on May 2, 2024, was $51.67 per share.

SEC source: 0001964333-24-000181 · wk-form4_1715001241.xml · nonDerivative · entry 4

HINKLE GARY L · CIK 0001186825 · Director

10b5-1 filing: No plan indicated

Ownership: Indirect · By HT Services

Disclosed balance after: 6,666

F1 · price: Pursuant to the terms of the Agreement and Plan of Reorganization (the "Merger Agreement"), dated as of August 24, 2023, by and between Burke & Herbert Financial Services Corp. ("Burke & Herbert") and Summit Financial Group, Inc. ("Summit"), on May 3, 2024 (the "Closing Date") Summit merged with and into Burke & Herbert (the "Merger"), with Burke & Herbert continuing as the surviving company of the Merger. Pursuant to the Merger Agreement, on the Closing Date each share of Summit common stock held by the reporting person was converted into the right to receive 0.5043 of a share of common stock of Burke & Herbert rounded down to the nearest whole number of shares. The closing price of Burke & Herbert's common stock on May 2, 2024, was $51.67 per share.

SEC source: 0001964333-24-000181 · wk-form4_1715001241.xml · nonDerivative · entry 3

HINKLE GARY L · CIK 0001186825 · Director

10b5-1 filing: No plan indicated

Ownership: Indirect · By Hinkle Trucking

Disclosed balance after: 32,201

F1 · price: Pursuant to the terms of the Agreement and Plan of Reorganization (the "Merger Agreement"), dated as of August 24, 2023, by and between Burke & Herbert Financial Services Corp. ("Burke & Herbert") and Summit Financial Group, Inc. ("Summit"), on May 3, 2024 (the "Closing Date") Summit merged with and into Burke & Herbert (the "Merger"), with Burke & Herbert continuing as the surviving company of the Merger. Pursuant to the Merger Agreement, on the Closing Date each share of Summit common stock held by the reporting person was converted into the right to receive 0.5043 of a share of common stock of Burke & Herbert rounded down to the nearest whole number of shares. The closing price of Burke & Herbert's common stock on May 2, 2024, was $51.67 per share.

SEC source: 0001964333-24-000181 · wk-form4_1715001241.xml · nonDerivative · entry 2

HINKLE GARY L · CIK 0001186825 · Director

10b5-1 filing: No plan indicated

Ownership: Indirect · By Joint Revocable Trust

Disclosed balance after: 213,850

F1 · price: Pursuant to the terms of the Agreement and Plan of Reorganization (the "Merger Agreement"), dated as of August 24, 2023, by and between Burke & Herbert Financial Services Corp. ("Burke & Herbert") and Summit Financial Group, Inc. ("Summit"), on May 3, 2024 (the "Closing Date") Summit merged with and into Burke & Herbert (the "Merger"), with Burke & Herbert continuing as the surviving company of the Merger. Pursuant to the Merger Agreement, on the Closing Date each share of Summit common stock held by the reporting person was converted into the right to receive 0.5043 of a share of common stock of Burke & Herbert rounded down to the nearest whole number of shares. The closing price of Burke & Herbert's common stock on May 2, 2024, was $51.67 per share.

SEC source: 0001964333-24-000181 · wk-form4_1715001241.xml · nonDerivative · entry 1

HINKLE GARY L · CIK 0001186825 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 9,288

F1 · price: Pursuant to the terms of the Agreement and Plan of Reorganization (the "Merger Agreement"), dated as of August 24, 2023, by and between Burke & Herbert Financial Services Corp. ("Burke & Herbert") and Summit Financial Group, Inc. ("Summit"), on May 3, 2024 (the "Closing Date") Summit merged with and into Burke & Herbert (the "Merger"), with Burke & Herbert continuing as the surviving company of the Merger. Pursuant to the Merger Agreement, on the Closing Date each share of Summit common stock held by the reporting person was converted into the right to receive 0.5043 of a share of common stock of Burke & Herbert rounded down to the nearest whole number of shares. The closing price of Burke & Herbert's common stock on May 2, 2024, was $51.67 per share.

SEC source: 0001964333-24-000199 · wk-form4_1715026965.xml · derivative · entry 8

MADDY H CHARLES III · CIK 0001186827 · Director · President

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 14,823

Underlying: Common Stock · 14,823 shares

Expires 2033-02-09

F3 · derivative.exercise_date: Represents stock appreciation rights ("SARs") that were converted from Summit SARs into Burke & Herbert SARs pursuant to the Merger Agreement.

SEC source: 0001964333-24-000199 · wk-form4_1715026965.xml · derivative · entry 7

MADDY H CHARLES III · CIK 0001186827 · Director · President

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 15,616

Underlying: Common Stock · 15,616 shares

Expires 2031-07-15

F3 · derivative.exercise_date: Represents stock appreciation rights ("SARs") that were converted from Summit SARs into Burke & Herbert SARs pursuant to the Merger Agreement.

SEC source: 0001964333-24-000199 · wk-form4_1715026965.xml · derivative · entry 6

MADDY H CHARLES III · CIK 0001186827 · Director · President

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 15,934

Underlying: Common Stock · 15,934 shares

Expires 2029-02-07

F3 · derivative.exercise_date: Represents stock appreciation rights ("SARs") that were converted from Summit SARs into Burke & Herbert SARs pursuant to the Merger Agreement.

SEC source: 0001964333-24-000199 · wk-form4_1715026965.xml · derivative · entry 5

MADDY H CHARLES III · CIK 0001186827 · Director · President

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 7,901

Underlying: Common Stock · 7,901 shares

Expires 2027-02-09

F3 · derivative.exercise_date: Represents stock appreciation rights ("SARs") that were converted from Summit SARs into Burke & Herbert SARs pursuant to the Merger Agreement.

SEC source: 0001964333-24-000199 · wk-form4_1715026965.xml · derivative · entry 4

MADDY H CHARLES III · CIK 0001186827 · Director · President

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 10,544

Underlying: Common Stock · 10,544 shares

Expires 2025-04-23

F3 · derivative.exercise_date: Represents stock appreciation rights ("SARs") that were converted from Summit SARs into Burke & Herbert SARs pursuant to the Merger Agreement.

SEC source: 0001964333-24-000199 · wk-form4_1715026965.xml · nonDerivative · entry 3

MADDY H CHARLES III · CIK 0001186827 · Director · President

10b5-1 filing: No plan indicated

Ownership: Indirect · By ESOP Trust

Disclosed balance after: 16,965

F1 · price: Pursuant to the terms of the Agreement and Plan of Reorganization (the "Merger Agreement"), dated as of August 24, 2023, by and between Burke & Herbert Financial Services Corp. ("Burke & Herbert") and Summit Financial Group, Inc. ("Summit"), on May 3, 2024 (the "Closing Date") Summit merged with and into Burke & Herbert (the "Merger"), with Burke & Herbert continuing as the surviving company of the Merger. Pursuant to the Merger Agreement, on the Closing Date each share of Summit common stock held by the reporting person was converted into the right to receive 0.5043 of a share of common stock of Burke & Herbert rounded down to the nearest whole number of shares. The closing price of Burke & Herbert's common stock on May 2, 2024, was $51.67 per share.

F2 · ownership.nature: The Summit ESOP was terminated pursuant to the Merger Agreement.