Georgette R. George - 31 Dec 2024 Form 5 Insider Report for Burke & Herbert Financial Services Corp. (BHRB)

Role: Director
Signature: /s/ Matthew Rucker, as Attorney-in-Fact for Georgette R. George
Issuer symbol: BHRB
Transactions as of: 31 Dec 2024
Net transactions value: $0
Form type: 5
Filing time: 12 Feb 2025, 12:54:57 UTC
Previous filing: 19 Aug 2024
Next filing: 27 May 2025
SEC: View on sec.gov

Transactions Table

Type	Sym	Class	Transaction	Shares	Shares After	Date	Ownership	Footnotes
transaction	BHRB	Common Stock	Award	+39,321	39,321	03 May 2024	LeRoy M. Rashid 1996 Irrevocable Trust Family Fund	F1
holding	BHRB	Common Stock			9,696	31 Dec 2024	By Sellaro Enterprises, Inc.
holding	BHRB	Common Stock			21,032	31 Dec 2024	By 401(k) Plan FBO Spouse
holding	BHRB	Common Stock			38,722	31 Dec 2024	By George Brothers Investment Partnership
holding	BHRB	Common Stock			20,971	31 Dec 2024	Direct

* An asterisk sign (*) next to the price indicates that the price is likely invalid.

Explanation of Responses:

Id	Content
F1	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.

Content

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.