Sec Form 5 Filing - George Georgette R. @ Burke & Herbert Financial Services Corp. - 2024-12-31

Insider filing report for Changes in Beneficial Ownership
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FORM 5
Check this box if no longer subject to Section 16. Form 4 or Form 5 obligations may continue. See Instruction 1(b).
UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549
STATEMENT OF CHANGES IN BENEFICIAL OWNERSHIP
Filed pursuant to Section 16(a) of the Securities Exchange Act of 1934, Section 17(a) of the Public Utility Holding Company Act of 1935 or Section 30(h) of the Investment Company Act of 1940
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1. Name and Address of Reporting Person
George Georgette R.
2. Issuer Name and Ticker or Trading Symbol
Burke & Herbert Financial Services Corp. [ BHRB]
5. Relationship of Reporting Person(s) to Issuer
(Check all applicable)
X __ Director _____ 10% Owner
_____ Officer (give title below) _____ Other (specify below)
(Last) (First) (Middle)
100 SOUTH FAIRFAX STREET
3. Date of Earliest Transaction (MM/DD/YY)
12/31/2024
(Street)
ALEXANDRIA, VA22313
4. If Amendment, Date Original Filed (MM/DD/YY)
6. Individual or Joint/Group Filing (Check Applicable Line)
__ X __ Form filed by One Reporting Person
_____ Form filed by More than One Reporting Person
(City) (State) (Zip)
Table I - Non-Derivative Securities Acquired, Disposed of, or Beneficially Owned
1.Title of Security
(Instr. 3)
2. Transaction Date (MM/DD/YY) 2A. Deemed Execution Date, if any (MM/DD/YY) 3. Transaction Code
(Instr. 8)
4. Securities Acquired (A) or Disposed of (D)
(Instr. 3, 4 and 5)
5. Amount of Securities Beneficially Owned Following Reported Transaction(s)
(Instr. 3 and 4)
6. Ownership Form: Direct (D) or Indirect (I)
(Instr. 4)
7. Nature of Indirect Beneficial Ownership
(Instr. 4)
Code V Amount (A) or (D) Price
Common Stock 05/03/2024 A 39,321 ( 1 ) A 39,321 I LeRoy M. Rashid 1996 Irrevocable Trust Family Fund
Common Stock 9,696 I By Sellaro Enterprises, Inc.
Common Stock 21,032 I By 401(k) Plan FBO Spouse
Common Stock 38,722 I By George Brothers Investment Partnership
Common Stock 20,971 D
Table II - Derivative Securities Acquired, Disposed of, or Beneficially Owned
( e.g. , puts, calls, warrants, options, convertible securities)
1. Title of Derivative Security
(Instr. 3)
2. Conversion or Exercise Price of Derivative Security 3. Transaction Date (MM/DD/YY) 3A. Deemed Execution Date, if any (MM/DD/YY) 4. Transaction Code
(Instr. 8)
5. Number of Derivative Securities Acquired (A) or Disposed of (D)
(Instr. 3, 4, and 5)
6. Date Exercisable and Expiration Date
(MM/DD/YY)
7. Title and Amount of Underlying Securities
(Instr. 3 and 4)
8. Price of Derivative Security
(Instr. 5)
9. Number of Derivative Securities Beneficially Owned Following Reported Transaction(s)
(Instr. 4)
10. Ownership Form of Derivative Security: Direct (D) or Indirect (I)
(Instr. 4)
11. Nature of Indirect Beneficial Ownership
(Instr. 4)
Code V (A) (D) Date Exercisable Expiration Date Title Amount or Number of Shares
Reporting Owners
Reporting Owner Name / Address Relationships
Director 10% Owner Officer Other
George Georgette R.
100 SOUTH FAIRFAX STREET
ALEXANDRIA, VA22313
X
Signatures
/s/ Matthew Rucker, as Attorney-in-Fact for Georgette R. George 02/12/2025
Signature of Reporting Person Date
Explanation of Responses:
( 1 )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.

Reminder: Report on a separate line for each class of securities beneficially owned directly or indirectly.
* If the form is filed by more than one reporting person, see Instruction 4(b)(v).
** Intentional misstatements or omissions of facts constitute Federal Criminal Violations. See 18 U.S.C. 1001 and 15 U.S.C. 78ff(a).

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