Company BURKE & H OTC Bulletin Board

US1213311020

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05-09	Burke & Herbert Financial Corporation Announces Board and Committee Appointments	CI
05-03	Burke & Herbert Financial Services Completes Merger With Summit Financial Group	MT

Burke & Herbert Bank & Trust Company offers a full range of business and personal financial solutions. It has approximately 20 branches throughout the Northern Virginia region and commercial loan offices in Fredericksburg, Loudoun County, Richmond and in Bethesda, Maryland. Its personal banking services include checking savings, money market, certificates of deposit, individual retirement accounts, mortgages, home equity line of credit and consumer loans. Its business banking services include checking, savings and money market accounts, certificates of deposit, commercial loans and lines, financing for medical and dental practices, government contracting, commercial real estate loans, and small business lending, and business and treasury management services. It offers digital investing, wealth management, trust services and private banking. It also offers digital banking, debit cards, credit cards, additional services, business visa debit card and business credit cards.

USD in Million	2022	Weight	2023	Weight	Delta
Community Banking 100.0 %	121	100.0 %	112	100.0 %	-7.51%

USD in Million	2022	Weight	2023	Weight	Delta
United States 100.0 %	121	100.0 %	112	100.0 %	-7.51%

Managers	Title	Age	Since
David Boyle CEO	Chief Executive Officer	60	31/12/18
Kendrick Smith PRN	Corporate Officer/Principal	62	31/12/19

Members of the board	Title	Age	Since
David Boyle CEO	Chief Executive Officer	60	31/12/18
Julian Barnwell BRD	Director/Board Member	68	31/12/00
Shawn McLaughlin BRD	Director/Board Member	64	31/12/07
S. Hinson BRD	Director/Board Member	69	31/12/06
James Burke BRD	Director/Board Member	69	31/12/13
Mark Anderson BRD	Director/Board Member	61	31/12/16
Katherine Bonnafé BRD	Director/Board Member	58	31/12/17
Jose Riojas BRD	Director/Board Member	69	31/12/17

	Vote	Quantity	Free-Float	Company-owned shares	Total Float
Stock A	1	15,422,196	13,510,946 ( 87.61 %)	574,240 ( 3.723 %)	87.61 %

Name	Equities	%	Valuation
BlackRock Advisors LLC 5.740 %	427,041	5.740 %	24 M $
Julian Barnwell 4.796 %	356,823	4.796 %	20 M $
Vanguard Fiduciary Trust Co. 4.593 %	341,705	4.593 %	19 M $
E. Burke 3.982 %	296,274	3.982 %	17 M $
Gary Hinkle 3.558 %	264,691	3.558 %	15 M $
James Burke 3.555 %	264,460	3.555 %	15 M $
Hutchinson Capital Management 3.428 %	255,080	3.428 %	14 M $
Burke & Herbert Bank & Trust Co. 2.752 %	204,724	2.752 %	11 M $
Geode Capital Management LLC 1.875 %	139,496	1.875 %	8 M $
STATE STREET CORPORATION 1.751 %	130,274	1.751 %	7 M $

Burke Herbert Financial Services Corp.

100 South Fairfax Street

22314, Alexandria

http://www.burkeandherbertbank.com

Financials

Banking & Investment Services

Banking Services

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