Notice of Proposed Sale · 144
Burke & Herbert Financial Services Corp.
BHRBNASDAQEQUITYCurrent
Notice of Proposed Sale
Structured filing — 144
primary_doc.xml
Notice of proposed sale. The proposed amounts below do not establish that a sale occurred.
Proposed-sale notice
- Issuer
- Burke & Herbert Financial Services Corp.
- Issuer CIK
- 0001964333
- SEC file number
- 001-41633
- Phone
- 703-666-3555
- Person for whose account securities are to be sold
- Bonnafe Katherine Diane
- Relationships to issuer
- Director
- Street
- 100 S. FAIRFAX STREET
- City
- ALEXANDRIA
- State / country code
- VA
- Postal code
- 22314
Securities proposed for sale
| Security | Proposed units | Aggregate market value | Units outstanding | Approximate sale date | Exchange | Broker / market maker |
|---|---|---|---|---|---|---|
| Common | 1,000 | 73,653.06 | 20,149,806 | 08/03/2026 | NASDAQ | Charles Schwab Corp. |
Broker / market maker — proposed row 1, entry 1
- Name
- Charles Schwab Corp.
- Street
- 3000 Schwab Way
- City
- Westlake
- State / country code
- TX
- Postal code
- 76262
Acquisition of securities to be sold
| Security | Acquired | Nature of acquisition | Acquired from | Amount acquired | Gift transaction | Payment date | Nature of payment |
|---|---|---|---|---|---|---|---|
| Common | 11/19/2018 | Stock Award | Issuer | 200 | N | 11/19/2018 | N/A |
| Common | 08/14/2024 | Stock Award | Issuer | 800 | N | 08/14/2024 | N/A |
Prior-sale reporting
- Nothing to report for the preceding three months
- Y
Remarks
This is a late filing for shares that were sold on 8/3/26.
Notice signature
- Notice date
- 08/06/2026
- Signed
- KATHERINE DIANE BONNAFE
Company context
Burke & Herbert Financial Services Corp. is the financial holding company for Burke & Herbert Bank & Trust Company. Burke & Herbert Bank & Trust Company is the oldest continuously operating bank under its original name headquartered in the greater Washington, D.C. metropolitan area. With over 100 branches across Delaware, Kentucky, Maryland, Pennsylvania, Virginia, and West Virginia, Burke & Herbert Bank & Trust Company offers a full range of business and personal financial solutions designed to meet customers’ banking, borrowing, and investment needs. Learn more at investor.burkeandherbertbank.com.