Julian Forrest Barnwell Jr., a director at Burke & Herbert Financial Services Corp. (NASDAQ: BHRB), filed a Form 4 on August 4, 2026, disclosing a transfer of 91,361 shares of common stock between two trusts for no consideration.

Key Highlights

  • Reporting person: Julian Forrest Barnwell Jr., identified as a Director of Burke & Herbert Financial Services Corp.
  • Transaction: 91,361 shares of common stock were transferred from the Barnwell Charitable Lead Trust to the J F Barnwell, Jr. Revocable Trust on August 4, 2026.
  • Price: The transfer was made for no consideration, at $0 per share, under transaction code J.
  • Resulting ownership: Following the transaction, the J F Barnwell, Jr. Revocable Trust holds 91,361 shares indirectly; the Barnwell Charitable Lead Trust shows 0 shares remaining from the transaction.
  • Additional indirect holdings: The filing also reports 27,580 shares held directly, 84,083 shares indirectly as Trustee for Barnwell Family Trust, 208,939 shares indirectly as Trustee for Patricia Barnwell Irrevocable Trust, and 1,000 shares indirectly through Julian F Barnwell, Jr Irrevocable Trust.
  • Filed by: The form was signed by Matthew Rucker as Attorney-in-Fact for Julian F. Barnwell, Jr., dated August 4, 2026.

Burke & Herbert Director Transfers 91,361 Shares Between Trusts at No Cost

According to the Form 4 filed with the SEC on August 4, 2026, Julian Forrest Barnwell Jr., a Director of Burke & Herbert Financial Services Corp. (NASDAQ: BHRB), reported a transaction coded "J" involving 91,361 shares of BHRB common stock. The filing's footnote states: "On August 4, 2026, the Reporting Person transferred 91,361 shares of BHRB common stock from the Barnwell Charitable Lead Trust to the J F Barnwell, Jr. Revocable Trust for no consideration." Both trusts are identified as indirect ownership vehicles for which Barnwell serves as trustee.

The filing reports that following the transaction, the J F Barnwell, Jr. Revocable Trust holds 91,361 shares indirectly, while the Barnwell Charitable Lead Trust reflects a disposition of 91,361 shares, also at $0. In addition to these trust-held shares, the filing discloses 27,580 shares held directly by the reporting person, 84,083 shares indirectly as Trustee for Barnwell Family Trust, 208,939 shares indirectly as Trustee for Patricia Barnwell Irrevocable Trust, and 1,000 shares indirectly through the Julian F Barnwell, Jr Irrevocable Trust.

The form was filed by one reporting person and was signed by Matthew Rucker as Attorney-in-Fact for Julian F. Barnwell, Jr. No derivative securities transactions were reported. The filing does not indicate that a Rule 10b5-1(c) plan was involved in the transaction.

What Was Disclosed

The filing discloses a transfer of 91,361 shares of BHRB common stock between two trusts associated with Director Julian Forrest Barnwell Jr., executed on August 4, 2026, at no consideration, with no change in the aggregate indirect beneficial ownership tied to the reporting person.