Director David Wilson filed a Form 4 with the SEC on August 4, 2026, disclosing two transactions in common stock of Burke & Herbert Financial Services Corp. (NASDAQ: BHRB) dated July 31, 2026.

Key Highlights

  • Purchase: David Wilson acquired 100 shares of common stock on July 31, 2026, at a price of $73.68 per share.
  • Gift: Wilson disposed of 100 shares on July 31, 2026, via a gift (transaction code G) at $0, described as a bona fide gift to a non-family member.
  • Direct ownership after transactions: Wilson directly holds 23,348 shares of common stock following both reported transactions.
  • Indirect holdings: Wilson also holds shares indirectly through multiple entities and custodial accounts, including 38,142 shares via ADBM Landholdings, LLC and 5,445 shares via A.D.B.M. Properties, LLC.
  • Disclaimer: According to the filing, Wilson "disclaims beneficial ownership of the gifted shares."
  • Filing signed: The form was signed by Matthew Rucker as Attorney-in-Fact for David H. Wilson, Sr., on August 4, 2026.

Wilson's July 31 Transactions: Open-Market Purchase and Gift of Equal Size

According to the filing, director David Wilson executed two offsetting transactions on July 31, 2026. He purchased 100 shares of Burke & Herbert Financial Services Corp. common stock at $73.68 per share in an open-market purchase (transaction code P), and separately disposed of 100 shares through a gift (transaction code G) at $0 to a non-family member. The filing states the gift was "a bona fide gift" and that Wilson disclaims beneficial ownership of those shares.

Following both transactions, the filing reports Wilson directly owns 23,348 shares. In addition, the filing discloses substantial indirect holdings: 38,142 shares held by ADBM Landholdings, LLC; 5,445 shares held by A.D.B.M. Properties, LLC; 2,751 shares held by spouse; 881 shares each held by Millsboro Auto Mart II, LLC and Boulevard Auto Sales, Inc.; and shares held in custodial accounts under UGMA for Leo McCraken (400), Foxi Holland (385), David Wilson, III (362), Poppy Kline (260), Madison Wilson (205), and Miles Holland (198).

The Form 4 was filed on August 4, 2026, by Matthew Rucker as Attorney-in-Fact for David H. Wilson, Sr. No derivative securities transactions were reported.

What Was Disclosed

The filing covers two same-day transactions by a director of Burke & Herbert Financial Services Corp.: a purchase of 100 shares at $73.68 and a gift of 100 shares at $0, resulting in direct beneficial ownership of 23,348 shares as of July 31, 2026.