Burke & Herbert (BHRB) EVP reports tax withholding of 269 shares

Rhea-AI Filing Summary

Burke & Herbert Financial Services Corp. executive Lauren N. Kimlel, EVP of Branch Banking, reported a tax-related share disposition. On May 3, 2026, 269 shares of common stock were withheld at $64.64 per share to cover tax obligations, a routine non-market transaction. After this withholding, she directly owned 3,579 common shares.

Insider Trade Summary

1 transaction reported

Mixed 1 txn

Insider Kimlel Lauren N.

Role EVP, Branch Banking

Type	Security	Shares	Price	Value
Tax Withholding	Common Stock	269	$64.64	$17K

Holdings After Transaction: Common Stock — 3,579 shares (Direct, null)

Footnotes (1)

Key Figures

Shares withheld for taxes: 269 shares Withholding price: $64.64 per share Shares owned after transaction: 3,579 shares

3 metrics

Shares withheld for taxes 269 shares Common Stock, transaction code F on May 3, 2026

Withholding price $64.64 per share Price used for tax-withholding disposition

Shares owned after transaction 3,579 shares Direct holdings of common stock following withholding

Key Terms

Form 4, tax-withholding disposition, Common Stock, transaction code "F"

4 terms

Form 4 regulatory

"Please analyze the following financial content according to the instructions above."

Form 4 is a official document that company insiders, such as executives or major shareholders, file with regulators whenever they buy or sell company shares. It provides transparency about how those with inside knowledge are trading, helping investors see if insiders are confident in the company's prospects or may be selling for personal reasons. This information can influence investor decisions by revealing insiders' perspectives on the company's value.

tax-withholding disposition financial

"transaction_action: "tax-withholding disposition""

A tax-withholding disposition is an event or transaction—such as selling or transferring securities, exercising options, or receiving compensation—that triggers a requirement to hold back part of the payment and remit it to tax authorities. It matters to investors because it reduces the cash they receive immediately and can change the timing and amount of taxable income, like a cashier taking a portion of your sale proceeds to pay taxes before you get the rest.

Common Stock financial

"security_title": "Common Stock""

Common stock represents ownership shares in a company, giving investors a stake in its success and a say in important decisions through voting rights. It is the most common type of stock traded on markets and can provide income through dividends, as well as potential for value growth. For investors, holding common stock means sharing in the company’s profits and risks.

transaction code "F" financial

"transaction_code": "F""

Form 4 Insider Transactions: What Each Field Means →

SEC Form 4

FORM 4

UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549

STATEMENT OF CHANGES IN BENEFICIAL OWNERSHIP

Filed pursuant to Section 16(a) of the Securities Exchange Act of 1934
or Section 30(h) of the Investment Company Act of 1940

OMB APPROVAL

OMB Number:			3235-0287
Estimated average burden
hours per response:			0.5

Check this box if no longer subject to Section 16. Form 4 or Form 5 obligations may continue. See Instruction 1(b).

Check this box to indicate that a transaction was made pursuant to a contract, instruction or written plan for the purchase or sale of equity securities of the issuer that is intended to satisfy the affirmative defense conditions of Rule 10b5-1(c). See Instruction 10.

1. Name and Address of Reporting Person^*

Kimlel Lauren N.

(Last) (First) (Middle)

100 SOUTH FAIRFAX STREET

(Street)

ALEXANDRIA VIRGINIA 22314

(City) (State) (Zip)

UNITED STATES

(Country)

2. Issuer Name and Ticker or Trading Symbol
Burke & Herbert Financial Services Corp. [ BHRB ]

5. Relationship of Reporting Person(s) to Issuer
(Check all applicable)

	Director		10% Owner
X	Officer (give title below)		Other (specify below)
	EVP, Branch Banking

2a. Foreign Trading Symbol

3. Date of Earliest Transaction (Month/Day/Year)
05/03/2026

6. Individual or Joint/Group Filing (Check Applicable Line)

X	Form filed by One Reporting Person
	Form filed by More than One Reporting Person

4. If Amendment, Date of Original Filed (Month/Day/Year)

Table I - Non-Derivative Securities Acquired, Disposed of, or Beneficially Owned
1. Title of Security (Instr. 3)	2. Transaction Date (Month/Day/Year)	2A. Deemed Execution Date, if any (Month/Day/Year)	3. Transaction Code (Instr. 8)		4. Securities Acquired (A) or Disposed Of (D) (Instr. 3, 4 and 5)			5. Amount of Securities Beneficially Owned Following Reported Transaction(s) (Instr. 3 and 4)	6. Ownership Form: Direct (D) or Indirect (I) (Instr. 4)	7. Nature of Indirect Beneficial Ownership (Instr. 4)
			Code	V	Amount	(A) or (D)	Price
Common Stock	05/03/2026		F		269	D	$64.64	3,579	D

Table II - Derivative Securities Acquired, Disposed of, or Beneficially Owned (e.g., puts, calls, warrants, options, convertible securities)
1. Title of Derivative Security (Instr. 3)	2. Conversion or Exercise Price of Derivative Security	3. Transaction Date (Month/Day/Year)	3A. Deemed Execution Date, if any (Month/Day/Year)	4. Transaction Code (Instr. 8)		5. Number of Derivative Securities Acquired (A) or Disposed of (D) (Instr. 3, 4 and 5)		6. Date Exercisable and Expiration Date (Month/Day/Year)		7. Title and Amount of Securities Underlying Derivative Security (Instr. 3 and 4)		8. Price of Derivative Security (Instr. 5)	9. Number of derivative Securities Beneficially Owned Following Reported Transaction(s) (Instr. 4)	10. Ownership Form: Direct (D) or Indirect (I) (Instr. 4)	11. Nature of Indirect Beneficial Ownership (Instr. 4)
				Code	V	(A)	(D)	Date Exercisable	Expiration Date	Title	Amount or Number of Shares

Explanation of Responses:

Remarks:

	/s/ Matthew Rucker, as Attorney-in-Fact for Lauren N. Kimlel	05/04/2026
	** Signature of Reporting Person	Date
Reminder: Report on a separate line for each class of securities beneficially owned directly or indirectly.
* If the form is filed by more than one reporting person, see Instruction 4 (b)(v).
** Intentional misstatements or omissions of facts constitute Federal Criminal Violations See 18 U.S.C. 1001 and 15 U.S.C. 78ff(a).
Note: File three copies of this Form, one of which must be manually signed. If space is insufficient, see Instruction 6 for procedure.
Persons who respond to the collection of information contained in this form are not required to respond unless the form displays a currently valid OMB Number.
* Form 4: SEC 1474 (03-26)

FAQ

What did Burke & Herbert (BHRB) executive Lauren N. Kimlel report on this Form 4?

Lauren N. Kimlel reported a tax-withholding share disposition. On May 3, 2026, 269 Burke & Herbert common shares were withheld to satisfy tax obligations, rather than sold on the open market, and she remained directly holding 3,579 common shares afterward.

Was the BHRB Form 4 transaction an open-market sale of shares?

The Form 4 does not show an open-market sale. It records a tax-withholding disposition, where 269 Burke & Herbert common shares were withheld at $64.64 per share to cover tax liabilities, a standard administrative event rather than a discretionary stock sale.

How many Burke & Herbert (BHRB) shares does Lauren N. Kimlel hold after the Form 4 event?

Following the reported tax-withholding transaction, Lauren N. Kimlel directly holds 3,579 shares of Burke & Herbert common stock. This figure reflects her position after 269 shares were withheld to cover tax obligations related to equity compensation, according to the Form 4 filing.

What does the transaction code "F" mean in the BHRB Form 4 filing?

Transaction code “F” indicates shares were disposed of to pay exercise price or tax liability. In this Burke & Herbert filing, 269 common shares were withheld at $64.64 per share to satisfy taxes, a non-market, administrative transaction commonly associated with vested equity awards.

What role does Lauren N. Kimlel hold at Burke & Herbert (BHRB)?

Lauren N. Kimlel is an officer of Burke & Herbert Financial Services Corp., serving as Executive Vice President, Branch Banking. The Form 4 reflects her direct ownership activity, specifically a tax-withholding share disposition tied to her compensation-related equity, not an open-market trade.