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.
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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.
Insider purchase under company ESPP. Jennifer P. Schmidt, Executive Vice President and Chief Risk Officer of Burke & Herbert Financial Services Corp. (BHRB), purchased 160 shares of the issuer's common stock on 08/31/2025 under the companys 2023 Employee Stock Purchase Plan. The shares were bought at $53.006 each, representing the ESPP price equal to 85% of the lower of the closing price on the applicable start or end date. After the transaction Ms. Schmidt beneficially owns 2,473 shares directly. The filing was signed by an attorney-in-fact on 09/11/2025.
Burke & Herbert Financial Services Corp. (BHRB) delivered a strong turnaround in Q2 2025. Net income reached $29.9 million versus a $16.9 million loss in Q2 2024; basic EPS improved to $1.98 from –$1.41. Net interest income grew 24% to $74.2 million, driven by a 16% rise in interest income and stable funding costs. The provision for credit losses dropped to $0.6 million (Q2 2024: $23.9 million), lifting net interest income after provision to $73.6 million (105% higher YoY). Non-interest income advanced 35% to $12.9 million, while non-interest expense fell 23% to $49.3 million, reflecting post-merger efficiencies and lower equipment and other operating costs.
Balance-sheet metrics remain solid but funding mix shifted. Total assets grew 3% since year-end to $8.05 billion. Loans declined 1.4% to $5.59 billion and deposits slipped 1.9% to $6.39 billion, with both non-interest and interest-bearing categories lower. Short-term borrowings rose sharply to $650 million (Dec-24: $365 million), partially offsetting deposit outflows. Shareholders’ equity increased 6.8% to $780 million; accumulated other comprehensive loss narrowed to $-87.9 million. The allowance for credit losses stands at $67.3 million, essentially unchanged. As of 5 Aug 2025, 15.0 million common shares were outstanding.
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