Kenneth Lehman holds 1.18M shares of Burke & Herbert (BHRB)

Rhea-AI Filing Summary

Burke & Herbert Financial Services Corp. Schedule 13G shows Kenneth R. Lehman beneficially owns 1,178,496 shares of Common Stock, representing 5.85% of the class as reported. The filing lists sole voting and dispositive power over those 1,178,496 shares. The form is signed on 05/04/2026.

Key Figures

Shares beneficially owned: 1,178,496 shares Percent of class: 5.85% CUSIP: 12135Y108

3 metrics

Shares beneficially owned 1,178,496 shares Amount beneficially owned reported on Schedule 13G

Percent of class 5.85% Percent of common stock represented by the holdings

CUSIP 12135Y108 Identifier for Burke & Herbert Common Stock

Key Terms

Schedule 13G, Beneficially owned, Sole dispositive power

3 terms

Schedule 13G regulatory

"Item 1. (a) Name of issuer: Burke & Herbert Financial Services Corp."

A Schedule 13G is a formal document that investors file with the government when they acquire a large ownership stake in a company, usually for investment purposes rather than control. It helps keep the public informed about who owns significant parts of a company's shares, which can influence how the company is managed and how investors make decisions. Filing this schedule is important for transparency and understanding the ownership landscape of publicly traded companies.

Beneficially owned financial

"Item 4. (a) Amount beneficially owned: 1,178,496"

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

Sole dispositive power regulatory

"Item 4. (c)(iii) Sole power to dispose or to direct the disposition of: 1,178,496"

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

SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549

SCHEDULE 13G

UNDER THE SECURITIES EXCHANGE ACT OF 1934

Burke & Herbert Financial Services Corp.

(Name of Issuer)

Common Stock, par value $0.50 per share

(Title of Class of Securities)

12135Y108

(CUSIP Number)

05/01/2026

(Date of Event Which Requires Filing of this Statement)

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

Rule 13d-1(b)

Rule 13d-1(c)

Rule 13d-1(d)

schemaVersion:

SCHEDULE 13G

CUSIP Number(s): 12135Y108

1

Names of Reporting Persons

Kenneth R. Lehman

2

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

(a)
(b)

3

Sec Use Only

4

Citizenship or Place of Organization

UNITED STATES

Number of Shares Beneficially Owned by Each Reporting Person With:

5	Sole Voting Power 1,178,496.00
6	Shared Voting Power 0.00
7	Sole Dispositive Power 1,178,496.00
8	Shared Dispositive Power 0.00

9

Aggregate Amount Beneficially Owned by Each Reporting Person

1,178,496.00

10

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

11

Percent of class represented by amount in row (9)

5.85 %

12

Type of Reporting Person (See Instructions)

IN

SCHEDULE 13G

Item 1.
(a)	Name of issuer: Burke & Herbert Financial Services Corp.
(b)	Address of issuer's principal executive offices: 100 S. Fairfax Street, Alexandria, Virginia, 22314
Item 2.
(a)	Name of person filing: Kenneth R. Lehman
(b)	Address or principal business office or, if none, residence: 122 N Gordon Road, Fort Lauderdale, Florida 33301
(c)	Citizenship: USA
(d)	Title of class of securities: Common Stock, par value $0.50 per share
(e)	CUSIP Number(s): 12135Y108
Item 3.	If this statement is filed pursuant to §§ 240.13d-1(b) or 240.13d-2(b) or (c), check whether the person filing is a:
(a)	Broker or dealer registered under section 15 of the Act (15 U.S.C. 78o);
(b)	Bank as defined in section 3(a)(6) of the Act (15 U.S.C. 78c);
(c)	Insurance company as defined in section 3(a)(19) of the Act (15 U.S.C. 78c);
(d)	Investment company registered under section 8 of the Investment Company Act of 1940 (15 U.S.C. 80a-8);
(e)	An investment adviser in accordance with § 240.13d-1(b)(1)(ii)(E);
(f)	An employee benefit plan or endowment fund in accordance with § 240.13d-1(b)(1)(ii)(F);
(g)	A parent holding company or control person in accordance with § 240.13d-1(b)(1)(ii)(G);
(h)	A savings associations as defined in Section 3(b) of the Federal Deposit Insurance Act (12 U.S.C. 1813);
(i)	A church plan that is excluded from the definition of an investment company under section 3(c)(14) of the Investment Company Act of 1940 (15 U.S.C. 80a-3);
(j)	A non-U.S. institution in accordance with § 240.13d-1(b)(1)(ii)(J). If filing as a non-U.S. institution in accordance with § 240.13d-1(b)(1)(ii)(J), please specify the type of institution:
(k)	Group, in accordance with Rule 240.13d-1(b)(1)(ii)(K).
Item 4.	Ownership
(a)	Amount beneficially owned: 1,178,496
(b)	Percent of class: 5.85 %
(c)	Number of shares as to which the person has:
	(i) Sole power to vote or to direct the vote: 1,178,496
	(ii) Shared power to vote or to direct the vote: 0
	(iii) Sole power to dispose or to direct the disposition of: 1,178,496
	(iv) Shared power to dispose or to direct the disposition of: 0
Item 5.	Ownership of 5 Percent or Less of a Class.
	Not Applicable
Item 6.	Ownership of more than 5 Percent on Behalf of Another Person.
	Not Applicable
Item 7.	Identification and Classification of the Subsidiary Which Acquired the Security Being Reported on by the Parent Holding Company or Control Person.
	Not Applicable
Item 8.	Identification and Classification of Members of the Group.
	Not Applicable
Item 9.	Notice of Dissolution of Group.
	Not Applicable

Item 10.

Certifications:

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

SIGNATURE

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

Kenneth R. Lehman

Signature:	/s/ Kenneth R. Lehman
Name/Title:	Kenneth R. Lehman
Date:	05/04/2026

FAQ

What does Kenneth R. Lehman's 5.85% stake in BHRB mean?

It means Kenneth R. Lehman beneficially owns 1,178,496 shares, equal to 5.85% of the outstanding common stock. The filing states he has sole voting and dispositive power over those shares as of the reported filing.

When was the Schedule 13G for BHRB filed and signed?

The cover lists 05/01/2026 and the signature on the form is dated 05/04/2026. The signature certifies the ownership details provided in the Schedule 13G filing.

What voting authority does Lehman report for his BHRB holdings?

Lehman reports sole voting power for 1,178,496 shares and shared voting power 0. The form also shows sole dispositive power for 1,178,496 shares, with no shared dispositive power.

Which class of securities is reported in this Schedule 13G for BHRB?

The filing covers Common Stock, par value $0.50 per share of Burke & Herbert Financial Services Corp., identified by CUSIP 12135Y108, as stated in the form.

Does the Schedule 13G indicate any change in control or transaction?

The form reports beneficial ownership and voting/dispositive authority only. It does not state an acquisition method or any transaction closing; it lists the ownership position and powers as disclosed by the reporting person.