Welcome to our dedicated page for Burke & Herbert SEC filings (Ticker: BHRB), a comprehensive resource for investors and traders seeking official regulatory documents including 10-K annual reports, 10-Q quarterly earnings, 8-K material events, and insider trading forms.
This page provides access to U.S. Securities and Exchange Commission filings for Burke & Herbert Financial Services Corp. (NASDAQ: BHRB), the Virginia-incorporated financial holding company for Burke & Herbert Bank & Trust Company. Through these documents, investors can review the company’s detailed financial statements, risk disclosures, capital information, and material corporate events.
Burke & Herbert files annual reports on Form 10-K and quarterly reports on Form 10-Q, which include audited and unaudited financial statements, management’s discussion and analysis, descriptions of its community and commercial banking operations, and discussions of credit quality, liquidity, and regulatory capital ratios. Current reports on Form 8-K disclose significant events, such as quarterly earnings releases, dividend declarations, employment agreements with senior executives, and merger-related developments.
For example, 8-K filings describe the completion of the merger with Summit Financial Group, Inc. and the entry into an Agreement and Plan of Merger with LINKBANCORP, Inc., under which LINKBANCORP will merge with and into Burke & Herbert Financial Services Corp., followed by the merger of LINKBANK into Burke & Herbert Bank & Trust Company. Other 8-Ks summarize quarterly results and board actions on regular cash dividends, as well as amended and restated employment agreements with the Chief Executive Officer and Chief Financial Officer.
On Stock Titan, Burke & Herbert’s SEC filings are updated in near real time as they appear on the EDGAR system. AI-powered summaries help explain lengthy documents by highlighting key points such as changes in net interest income, loan and deposit trends, capital ratios, and notable risk factor updates. Users can also review insider and executive-related disclosures contained in certain filings, including compensation and employment arrangements, to better understand governance and incentive structures at BHRB.
Burke & Herbert Financial Services Corp and LINKBANCORP, Inc. have agreed to merge to create a larger Mid-Atlantic community bank with about $11.0 billion in assets, more than 100 branches, and operations across six states. LINKBANK will merge into Burke & Herbert Bank, and the combined institution will operate under the Burke & Herbert Bank name with headquarters in Alexandria, VA. David P. Boyle will remain CEO, Charlie Maddy will remain President, and LINKBANK leaders Andrew Samuel, Carl Lundblad, and Brent Smith will take senior roles, while two LINKBANCORP directors will join Burke & Herbert’s board.
The companies expect to close the merger in the second quarter of 2026, subject to shareholder and regulatory approvals, and daily banking for customers at both banks is expected to remain the same until after closing and systems integration. Management highlights aligned cultures, broader career opportunities for employees, expanded technology and product offerings for customers, and what they describe as attractive financial impacts and long-term value for shareholders, while noting typical transaction risks such as regulatory approvals, integration challenges, and potential dilution from new share issuance.
Burke & Herbert Financial Services Corp. and LINKBANCORP, Inc. have signed a definitive Agreement and Plan of Merger under which LNKB will merge into BHRB in an all‑stock deal. Each share of LNKB common stock will be converted into the right to receive 0.1350 shares of BHRB common stock, with cash paid in lieu of fractional shares, and the parties intend the transaction to qualify as a tax‑free reorganization under Section 368(a).
After the holding company merger, LINKBANK will merge into Burke & Herbert Bank & Trust Company. Two LNKB directors will join the BHRB board and three Link directors, including LNKB’s CEO Andrew Samuel, will join the bank board, with Samuel and two other LNKB executives taking senior roles at B&H Bank. Closing is subject to shareholder approvals, multiple banking regulatory approvals, Nasdaq listing of the new BHRB shares, effectiveness of a Form S‑4 registration statement, and other customary conditions, and the Merger Agreement includes mutual support agreements and a $14.2 million termination fee mechanism.
Burke & Herbert Financial Services Corp. agreed to merge with LINKBANCORP, Inc. in an all‑stock transaction. Each share of LNKB common stock will be converted into the right to receive 0.1350 shares of BHRB common stock, and the deal is intended to qualify as a tax‑free reorganization under Section 368(a) of the Internal Revenue Code.
LNKB time‑vesting restricted stock and RSUs will fully vest at closing and receive the same consideration as common shares, while LNKB options and warrants will be converted into BHRB instruments adjusted by the 0.1350 exchange ratio. Two LNKB directors will join the BHRB board and three Link directors, including LNKB’s CEO Andrew Samuel, will join the bank board, with several LNKB executives taking senior roles at B&H Bank.
Closing depends on shareholder approvals, multiple banking and securities regulatory approvals, Nasdaq listing of the new BHRB shares, effectiveness of a Form S‑4, and customary conditions. Either party may owe a $14.2 million termination fee if the agreement is ended under specified circumstances. BHRB also amended and restated its bylaws to set its board size between five and fifteen directors and to remove provisions tied to a prior merger.
Burke & Herbert Financial Services Corp. (BHRB) reported Q3 2025 results. Net income was
Non‑interest expense was
Short‑term borrowings were
Burke & Herbert Financial Services Corp. amended and restated employment agreements for CEO David P. Boyle and CFO Roy E. Halyama. The three-year agreements auto-renew unless the company gives 90 days’ notice. Base salaries are $875,000 for Mr. Boyle and $450,000 for Mr. Halyama, with annual incentive targets of 70% and 60% of base salary, respectively.
Mr. Boyle continues in the SERP with a minimum annual contribution of 20% of annual compensation, plus a company car and country club dues or an allowance. If terminated without Just Cause or for Good Reason, each executive receives a lump sum of 2x base salary and target bonus plus COBRA costs (18 months for Boyle; 12 months for Halyama). If within two years after a change in control, severance increases to 3x for Boyle and 2.99x for Halyama, with 18 months COBRA; Boyle’s SERP vests. New restrictive covenants include 12-month non-compete and non-solicit, along with clawback compliance.
Burke & Herbert Financial Services Corp. (BHRB) reported an insider purchase. Director Shawn P. McLaughlin bought 1,000 shares of common stock at $61 on 10/28/2025.
Following the transaction, he beneficially owned 67,000 shares directly and 1,000 shares indirectly through McLaughlin Ryder Investments, Inc.
Burke & Herbert Financial Services Corp. declared a regular quarterly cash dividend of $0.55 per share, payable on December 1, 2025 to shareholders of record as of November 14, 2025.
The company also announced it released results of operations and financial condition for the quarter ended September 30, 2025 via a press release and furnished an investor presentation on its website. The presentation was provided under Regulation FD and is not deemed filed under the Exchange Act.
Gary L. Hinkle, a director of Burke & Herbert Financial Services Corp. (BHRB), reported transactions dated 09/15/2025. He purchased 100 shares at $61.50 and 1,600 shares at $61.70, reported as acquisitions by a joint revocable trust. The Form 4 also lists multiple indirect holdings including 248,559 and 250,159 shares (by joint revocable trust entries), 266 shares as custodian for a grandchild, 6,666 shares via HT Services, 2,420 shares held by spouse, and 32,201 shares by Hinkle Trucking. The filing shows a disposition of 11,288 shares on the same date. The form was signed by an attorney-in-fact on behalf of Mr. Hinkle.
Shannon B. Rowan, an executive serving as EVP, Wealth Services, purchased 63 shares of Burke & Herbert Financial Services Corp. common stock on 08/31/2025 through the company's 2023 Employee Stock Purchase Plan (ESPP). The shares were acquired at an effective price of $53.006 per share, which reflects the ESPP's 85% pricing feature applied to the lower of the start or end date closing price for the purchase period.
Following this transaction, Ms. Rowan beneficially owns 3,036 shares directly. The filing reports the purchase as exempt under the applicable Rule 16b-3 provisions for employee benefit plan transactions.
Lauren N. Kimlel, an executive (EVP, Branch Banking) and director of Burke & Herbert Financial Services Corp. (BHRB), purchased 132 shares of the issuer's common stock on 08/31/2025 under the companys 2023 Employee Stock Purchase Plan (ESPP). The shares were acquired at a price of $53.006 per share, reflecting the ESPPs 85% purchase price based on the lower of the closing prices on the ESPP measurement dates. After the purchase, Ms. Kimlel beneficially owned 2,128 shares. The Form 4 was signed by an attorney-in-fact and filed in connection with this transaction.
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