Burke James Mason 4

What Happened

• Burke James Mason, a director of Burke & Herbert Financial Services Corp. (BHRB), reported transferring 1,000 shares of BHRB common stock to the Burke Living Trust on May 27, 2026. The transaction was reported as both an acquisition and a disposition (each 1,000 shares) at $0.00 per share, reflecting a transfer for no consideration. The filing states Mr. Mason is a trustee of the trust and that he and immediate family members are the sole beneficiaries; he remains the beneficial owner of the securities held by the trust.

Key Details

• Transaction date: May 27, 2026
• Report filed: May 29, 2026 (within the typical Form 4 reporting window)
• Shares transferred: 1,000 shares; price reported: $0.00; total value: $0
• Transaction code shown: J (other acquisition/disposition)
• Shares owned after transaction: not specified in the provided filing; filing indicates beneficial ownership was retained via the trust
• Notable footnote: transfer to a family trust reported; no 10b5-1 plan, tax withholding, or sale proceeds noted

Context

• Transfers to a living trust for no consideration are often estate-planning or administrative moves and do not necessarily reflect a change in the insider’s economic exposure or market view. Because Mr. Mason remains trustee and beneficiary, this filing does not indicate a cash sale or a typical market transaction.