BHRB

SEC source: 0001964333-24-000199 · wk-form4_1715026965.xml · nonDerivative · entry 2

MADDY H CHARLES III · CIK 0001186827 · Director · President

10b5-1 filing: No plan indicated

Ownership: Indirect · By Spouse

Disclosed balance after: 19,592

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 · nonDerivative · entry 1

MADDY H CHARLES III · CIK 0001186827 · Director · President

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 20,802

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: 0001964333-24-000204 · wk-form4_1715028085.xml · derivative · entry 8

TISSUE ROBERT S · CIK 0001186836 · EVP, Financial Strategy

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 8,436

Underlying: Common Stock · 8,436 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: 0001964333-24-000204 · wk-form4_1715028085.xml · derivative · entry 7

TISSUE ROBERT S · CIK 0001186836 · EVP, Financial Strategy

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 8,684

Underlying: Common Stock · 8,684 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: 0001964333-24-000204 · wk-form4_1715028085.xml · derivative · entry 6

TISSUE ROBERT S · CIK 0001186836 · EVP, Financial Strategy

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 8,599

Underlying: Common Stock · 8,599 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: 0001964333-24-000204 · wk-form4_1715028085.xml · derivative · entry 5

TISSUE ROBERT S · CIK 0001186836 · EVP, Financial Strategy

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 4,110

Underlying: Common Stock · 4,110 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: 0001964333-24-000204 · wk-form4_1715028085.xml · derivative · entry 4

TISSUE ROBERT S · CIK 0001186836 · EVP, Financial Strategy

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 5,430

Underlying: Common Stock · 5,430 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: 0001964333-24-000204 · wk-form4_1715028085.xml · nonDerivative · entry 3

TISSUE ROBERT S · CIK 0001186836 · EVP, Financial Strategy

10b5-1 filing: No plan indicated

Ownership: Indirect · By ESOP Trust

Disclosed balance after: 9,865

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: 0001964333-24-000204 · wk-form4_1715028085.xml · nonDerivative · entry 2

TISSUE ROBERT S · CIK 0001186836 · EVP, Financial Strategy

10b5-1 filing: No plan indicated

Ownership: Indirect · By Spouse

Disclosed balance after: 373

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: 0001964333-24-000204 · wk-form4_1715028085.xml · nonDerivative · entry 1

TISSUE ROBERT S · CIK 0001186836 · EVP, Financial Strategy

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 30,254

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: 0001964333-24-000183 · wk-form4_1715001265.xml · nonDerivative · entry 2

BEAN OSCAR M · CIK 0001186818 · Director

10b5-1 filing: No plan indicated

Ownership: Indirect · By Spouse

Disclosed balance after: 11,770

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: 0001964333-24-000183 · wk-form4_1715001265.xml · nonDerivative · entry 1

BEAN OSCAR M · CIK 0001186818 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 42,024

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: 0001964333-24-000189 · wk-form4_1715001337.xml · nonDerivative · entry 4

PICCIRILLO CHARLES · CIK 0001186833 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 10

F2 · price: Pursuant to the Merger Agreement, each share of Summit preferred stock held by the reporting person was converted into the right to receive one share of Burke & Herbert preferred stock.

SEC source: 0001964333-24-000189 · wk-form4_1715001337.xml · nonDerivative · entry 3

PICCIRILLO CHARLES · CIK 0001186833 · Director

10b5-1 filing: No plan indicated

Ownership: Indirect · By Anggus Enterprises

Disclosed balance after: 4,848

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: 0001964333-24-000189 · wk-form4_1715001337.xml · nonDerivative · entry 2

PICCIRILLO CHARLES · CIK 0001186833 · Director

10b5-1 filing: No plan indicated

Ownership: Indirect · By Spouse

Disclosed balance after: 314

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: 0001964333-24-000189 · wk-form4_1715001337.xml · nonDerivative · entry 1

PICCIRILLO CHARLES · CIK 0001186833 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 17,820

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: 0001964333-24-000185 · wk-form4_1715001289.xml · nonDerivative · entry 2

Bridgeforth J. Scott · CIK 0001521502 · Bank Director

10b5-1 filing: No plan indicated

Ownership: Indirect · By Spouse

Disclosed balance after: 579

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: 0001964333-24-000185 · wk-form4_1715001289.xml · nonDerivative · entry 1

Bridgeforth J. Scott · CIK 0001521502 · Bank Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 3,106

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: 0001964333-24-000205 · wk-form4_1715028112.xml · derivative · entry 7

Markwood Julie R · CIK 0001339953 · Chief Accounting Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 2,841

Underlying: Common Stock · 2,841 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: 0001964333-24-000205 · wk-form4_1715028112.xml · derivative · entry 6

Markwood Julie R · CIK 0001339953 · Chief Accounting Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 2,954

Underlying: Common Stock · 2,954 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: 0001964333-24-000205 · wk-form4_1715028112.xml · derivative · entry 5

Markwood Julie R · CIK 0001339953 · Chief Accounting Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 2,939

Underlying: Common Stock · 2,939 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: 0001964333-24-000205 · wk-form4_1715028112.xml · derivative · entry 4

Markwood Julie R · CIK 0001339953 · Chief Accounting Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 1,413

Underlying: Common Stock · 1,413 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: 0001964333-24-000205 · wk-form4_1715028112.xml · nonDerivative · entry 3

Markwood Julie R · CIK 0001339953 · Chief Accounting Officer

10b5-1 filing: No plan indicated

Ownership: Indirect · As Custody for Children

Disclosed balance after: 127

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: 0001964333-24-000205 · wk-form4_1715028112.xml · nonDerivative · entry 2

Markwood Julie R · CIK 0001339953 · Chief Accounting Officer

10b5-1 filing: No plan indicated

Ownership: Indirect · By ESOP Trust

Disclosed balance after: 6,854

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: 0001964333-24-000205 · wk-form4_1715028112.xml · nonDerivative · entry 1

Markwood Julie R · CIK 0001339953 · Chief Accounting Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 2,046

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: 0001964333-24-000207 · wk-form4_1715028162.xml · derivative · entry 7

Ritchie Bradford E · CIK 0001538429 · EVP, Chief Lending Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 9,336

Underlying: Common Stock · 9,336 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: 0001964333-24-000207 · wk-form4_1715028162.xml · derivative · entry 6

Ritchie Bradford E · CIK 0001538429 · EVP, Chief Lending Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 9,598

Underlying: Common Stock · 9,598 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: 0001964333-24-000207 · wk-form4_1715028162.xml · derivative · entry 5

Ritchie Bradford E · CIK 0001538429 · EVP, Chief Lending Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 5,689

Underlying: Common Stock · 5,689 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: 0001964333-24-000207 · wk-form4_1715028162.xml · derivative · entry 4

Ritchie Bradford E · CIK 0001538429 · EVP, Chief Lending Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 2,749

Underlying: Common Stock · 2,749 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: 0001964333-24-000207 · wk-form4_1715028162.xml · derivative · entry 3

Ritchie Bradford E · CIK 0001538429 · EVP, Chief Lending Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 8,629

Underlying: Common Stock · 8,629 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: 0001964333-24-000207 · wk-form4_1715028162.xml · nonDerivative · entry 2

Ritchie Bradford E · CIK 0001538429 · EVP, Chief Lending Officer

10b5-1 filing: No plan indicated

Ownership: Indirect · By ESOP Trust

Disclosed balance after: 5,195

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: 0001964333-24-000207 · wk-form4_1715028162.xml · nonDerivative · entry 1

Ritchie Bradford E · CIK 0001538429 · EVP, Chief Lending Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 10,983

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: 0001964333-24-000187 · wk-form4_1715001313.xml · nonDerivative · entry 2

Kitzmiller Jason A · CIK 0001747705 · Director

10b5-1 filing: No plan indicated

Ownership: Indirect · By A.L.L. Construction, Inc.

Disclosed balance after: 50

F2 · price: Pursuant to the Merger Agreement, each share of Summit preferred stock held by the reporting person was converted into the right to receive one share of Burke & Herbert preferred stock.

SEC source: 0001964333-24-000187 · wk-form4_1715001313.xml · nonDerivative · entry 1

Kitzmiller Jason A · CIK 0001747705 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 11,439

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: 0001964333-24-000191 · wk-form4_1715001362.xml · nonDerivative · entry 2

Bowling Ronald L · CIK 0001798595 · Bank Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 10

F2 · price: Pursuant to the Merger Agreement, each share of Summit preferred stock held by the reporting person was converted into the right to receive one share of Burke & Herbert preferred stock.

SEC source: 0001964333-24-000191 · wk-form4_1715001362.xml · nonDerivative · entry 1

Bowling Ronald L · CIK 0001798595 · Bank Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 4,537

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: 0001964333-24-000184 · wk-form4_1715001277.xml · nonDerivative · entry 1

Upson Jill S · CIK 0001897254 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 1,112

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: 0001964333-24-000195 · wk-form4_1715025495.xml · derivative · entry 3

Hager Joseph · CIK 0001952672 · Chief Operating Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 5,546

Underlying: Common Stock · 5,546 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: 0001964333-24-000195 · wk-form4_1715025495.xml · nonDerivative · entry 2

Hager Joseph · CIK 0001952672 · Chief Operating Officer

10b5-1 filing: No plan indicated

Ownership: Indirect · By ESOP Trust

Disclosed balance after: 1,282

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: 0001964333-24-000195 · wk-form4_1715025495.xml · nonDerivative · entry 1

Hager Joseph · CIK 0001952672 · Chief Operating Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 1,512

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: 0001964333-25-000058 · wk-form5_1739382890.xml · nonDerivative · entry 1

George Georgette R. · CIK 0001486521 · Director

10b5-1 filing: No plan indicated

Ownership: Indirect · LeRoy M. Rashid 1996 Irrevocable Trust Family Fund

Disclosed balance after: 39,321

F1 · shares: The reporting person is a co-trustee of the LeRoy M. Rashid 1996 Irrevocable Trust Family Fund (the "Trust"). The Trust owned shares of Summit Financial Group, Inc. ("Summit") that were converted into 39,321 shares of common stock of Burke & Herbert Financial Services Corp. ("Burke & Herbert") upon the merger of Summit with and into Burke & Herbert on May 3, 2024. The reporting person became a director of Burke & Herbert on May 3, 2024. The shares owned by the Trust were omitted from the reporting person's Form 4 filed on May 6, 2024 and also omitted from the Form 4 subsequently filed by the reporting person.

F1 · price: The reporting person is a co-trustee of the LeRoy M. Rashid 1996 Irrevocable Trust Family Fund (the "Trust"). The Trust owned shares of Summit Financial Group, Inc. ("Summit") that were converted into 39,321 shares of common stock of Burke & Herbert Financial Services Corp. ("Burke & Herbert") upon the merger of Summit with and into Burke & Herbert on May 3, 2024. The reporting person became a director of Burke & Herbert on May 3, 2024. The shares owned by the Trust were omitted from the reporting person's Form 4 filed on May 6, 2024 and also omitted from the Form 4 subsequently filed by the reporting person.

SEC source: 0001964333-24-000118 · wk-form4_1714588384.xml · nonDerivative · entry 1

McLaughlin Shawn Patrick · CIK 0001964493 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 51,850

SEC source: 0001964333-24-000110 · wk-form4_1714504371.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: 14,000

SEC source: 0001964333-24-000081 · wk-form4_1712605686.xml · derivative · entry 3

Halyama Roy Eugene · CIK 0001964158 · EVP, Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 2,040 shares

Expires 2024-04-05

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 April 5, 2021, the reporting person was granted 2,040 restricted stock units, vesting on April 5, 2024, assuming continued service at that time.

SEC source: 0001964333-24-000081 · wk-form4_1712605686.xml · nonDerivative · entry 2

Halyama Roy Eugene · CIK 0001964158 · EVP, Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 1,410

SEC source: 0001964333-24-000081 · wk-form4_1712605686.xml · nonDerivative · entry 1

Halyama Roy Eugene · CIK 0001964158 · EVP, Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 2,040

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.

SEC source: 0001964333-24-000074 · wk-form4_1710514434.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: 174,939

SEC source: 0001964333-24-000070 · wk-form4_1709585013.xml · nonDerivative · entry 1

McLaughlin Shawn Patrick · CIK 0001964493 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 51,000

SEC source: 0001964333-24-000064 · wk-form4_1709562202.xml · nonDerivative · entry 1

Burke Edmund Hunt · CIK 0001964511 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 13,754

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.

SEC source: 0001964333-24-000063 · wk-form4_1709562191.xml · nonDerivative · entry 1

Smith Kendrick Cook · CIK 0001964517 · EVP, Operations

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 2,770

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.