Burke & Herbert Financial Services Corp. — Director's Dealing 2023

Apr 22, 2023

SEC Form 3 — Initial Statement of Beneficial Ownership

Issuer: Burke & Herbert Financial Services Corp. (BHRB)
CIK: 0001964333
Period of Report: 2023-04-21

Reporting Person: Riojas Jose David (Director)

Holdings (Non-Derivative)

Security	Shares	Ownership
Common Stock	3000	Direct
Common Stock	10600	Indirect

Holdings (Derivative)

Security	Exercise Price	Expiration	Underlying	Shares	Ownership
Restricted Stock Units	$	2026-12-31	Common Stock (3000.0)		Direct
Performance-Based Restricted Stock Units	$		Common Stock (3000.0)		Direct
Performance-Based Restricted Stock Units	$		Common Stock (1000.0)		Direct
Phantom Stock	$		Common Stock (200.0)		Direct

Footnotes

F1: Assuming continued service this award will vest on the expiration date.

F2: Each unit represents a contingent right to receive one common share or an equivalent amount of cash, or a combination of the two, at the discretion of Burke & Herbert Financial Services Corp.

F3: Assuming continued service and the satisfaction of performance conditions, this award will vest no sooner than December 31, 2024 and no later than December 31, 2026.

F4: Assuming continued service and the satisfaction of performance conditions, this award will vest no sooner than January 19, 2026 and no later than January 19, 2028.

F5: Each share of phantom stock is the economic equivalent of one share of common stock. The shares of phantom stock become payable, in cash, upon the reporting person's termination of service.