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., parent of Burke & Herbert Bank & Trust Company, reports a growing community-banking franchise centered in the Washington, D.C. region and adjoining states. As of December 31, 2025, the company had total assets of $7.9 billion, gross loans of $5.3 billion, deposits of $6.4 billion, and shareholders’ equity of $855 million.
The company completed its merger with Summit Financial Group on May 3, 2024 and, under a December 18, 2025 agreement, plans a stock-for-stock merger with LINKBANCORP at a 0.1350 BHRB share exchange ratio, followed by a bank-level merger. Management highlights a community banking philosophy, disciplined credit culture, and a conservative capital position, with both the holding company and bank well above “well capitalized” regulatory thresholds. Burke & Herbert holds about $3.0 billion of deposits in the Washington, D.C. metro area, representing roughly 1.0% market share and ranking 14th in that market.
Ritchie Bradford E reported acquisition or exercise transactions in this Form 4 filing.
Burke & Herbert Financial Services Corp. executive Bradford E. Ritchie, EVP and Chief Lending Officer, received an equity award of 1,790 restricted stock units of common stock. The award was granted at no cash purchase price and represents additional compensation rather than an open-market share purchase.
According to the award terms, the 1,790 time-based restricted stock units will vest in three equal annual installments, as long as Ritchie remains employed through each vesting date. After this grant, his directly held common stock holdings reported in this filing total 23,737 shares.
Burke & Herbert Financial Services Corp. reported that Chief Credit Officer Robert Victor Hintelmann Jr. acquired an award of 2,050 time-based restricted stock units (RSUs) of common stock. The RSUs vest in three equal annual installments, and each unit will convert into one share, bringing his direct holdings to 5,550 shares.
Zirk Angela R reported acquisition or exercise transactions in this Form 4 filing.
Burke & Herbert Financial Services Corp. reported that executive vice president and chief experience officer Angela R. Zirk received an equity award linked to company common stock. On January 22, she was granted 600 time-based restricted stock units that will vest in three equal annual installments if she remains employed.
Each restricted stock unit will be settled in one share of Burke & Herbert common stock as it vests. After this grant, she directly holds 3,012 common shares, and an additional 1,928 shares are held indirectly through an IRA.
Burke & Herbert Financial Services Corp. reported that EVP and Chief Risk Officer Jennifer Palmer Schmidt acquired an equity award under the company’s compensation program. She received 925 time-based restricted stock units that will vest in three equal annual installments, conditioned on her continued employment.
Each restricted stock unit will be settled in one share of Burke & Herbert Financial Services Corp. common stock when it vests. Following this award, Schmidt’s directly owned common stock holdings total 4,472 shares.
Burke & Herbert Financial Services Corp. reported that its SVP and Chief Accounting Officer, Patrick Kip Huffman, acquired 495 shares of common stock through a grant of time-based restricted stock units. These RSUs vest in three equal annual installments, contingent on continued employment, and will be settled in common stock. Following this award, his directly owned common stock holdings increased to 1,495 shares.
Burke & Herbert Financial Services Corp. reported that Chair and CEO David P. Boyle acquired an equity award on common stock in the form of 9,740 time-based restricted stock units (RSUs). The award was granted at a price of $0.00 per unit.
The RSUs vest in three equal annual installments, conditioned on Boyle’s continued employment through each vesting date. Each RSU will be settled in one share of Burke & Herbert common stock upon vesting. After this grant, Boyle directly holds 72,720 shares of common stock.
Freeman Danyl R reported acquisition or exercise transactions in this Form 4 filing.
Burke & Herbert Financial Services Corp. reported that Chief Human Resources Officer Danyl R. Freeman received an award of 900 time-based restricted stock units (RSUs) on January 22, 2026. The RSUs vest in three equal annual installments, conditioned on continued employment through each vesting date, and each RSU will be settled in one share of common stock. Following this grant, Freeman directly holds 4,053 common shares, and an IRA associated with Freeman indirectly holds 6,106 common shares.
Burke & Herbert Financial Services Corp. reported that its Executive Vice President and Chief Financial Officer, Roy Eugene Halyama, acquired 3,650 shares in the form of time-based restricted stock units. These RSUs vest in three equal annual installments, and each unit will be settled in one share of common stock.
Kimlel Lauren N. reported acquisition or exercise transactions in this Form 4 filing.
Burke & Herbert Financial Services Corp. executive Lauren N. Kimlel, EVP of Branch Banking, received an equity award in the form of 600 time-based restricted stock units of common stock. The award was granted at no cash cost and represents additional compensation rather than an open-market purchase.
The 600 RSUs will vest in three equal annual installments, subject to Kimlel’s continued employment through each vesting date. After this grant, Kimlel’s directly owned common stock holdings total 3,718 shares, aligning her compensation more closely with the company’s long-term performance.