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. reported that it has received all required regulatory approvals or waivers to complete its previously announced merger with LINKBANCORP, Inc. The merger is expected to close on May 1, 2026, pending satisfaction of customary closing conditions.
The companies restate that the transaction is governed by their Agreement and Plan of Merger dated December 18, 2025, and include forward-looking statement cautions highlighting that timing and completion remain subject to various risks and uncertainties.
The Vanguard Group filed Amendment No. 1 to a Schedule 13G/A for Burke & Herbert Financial Services Corp reporting beneficial ownership of 0% — 0 shares of Common Stock as of 03/13/2026. The filing explains an internal realignment on 01/12/2026 that disaggregated certain subsidiaries' holdings from The Vanguard Group, Inc.
Burke & Herbert Financial Services Corp. shareholders approved a merger with LINKBANCORP, Inc. at a special meeting held on March 25, 2026. The vote approved the Agreement and Plan of Merger dated December 18, 2025.
Shares outstanding were 15,034,778 as of the February 9, 2026 record date; 10,165,354 shares were represented at the meeting. The merger vote tallies were 9,963,159 for, 94,232 against and 107,963 abstained. Closing remains subject to regulatory approvals and customary closing conditions.
Burke & Herbert Financial Services Corp. reported that its shareholders approved the proposed merger with LINKBANCORP, Inc. at a special meeting held on March 25, 2026. Of 15,034,778 voting common shares outstanding as of the record date, 10,165,354 were represented, constituting a quorum.
The merger proposal received 9,963,159 votes for, 94,232 against, and 107,963 abstentions, so it passed by a wide margin. Burke & Herbert and LINK also announced that LINK shareholders approved the combination. The merger still requires regulatory approvals and satisfaction of other customary closing conditions before it can be completed.
Burke & Herbert Financial Services Corp. announced appointments of two current LINKBANCORP, Inc. (LNKB) directors—Diane Poillon and Kristen Snyder—as directors of the surviving corporation, effective upon completion of the previously disclosed merger between Burke & Herbert and LNKB. The appointments include immediate placement on the Audit Committee following effectiveness.
The Merger Agreement also contemplates a subsidiary bank merger in which LINKBANK will merge into Burke & Herbert Bank & Trust Company. The BHRB Board will amend its bylaws as needed to increase board size. Several current directors have signaled they will not stand for re-election at the 2026 annual meeting.
Burke & Herbert Financial Services Corp. outlined board changes tied to its pending merger with LINKBANCORP, Inc. The company’s board has appointed LNKB directors Diane Poillon and Kristen Snyder to join the surviving corporation’s board and Audit Committee, effective upon completion of the merger, and plans to amend its bylaws to expand the board.
The filing also notes that director Jill S. Upson will not stand for re-election at the 2026 annual meeting, and directors Oscar M. Bean and Gary L. Hinkle are expected not to be renominated due to reaching the board’s age limit. The company states Upson’s decision is not due to any disagreement with the company or its leadership.
Burke & Herbert Financial Services Corp. executive Rowan Shannon Barrow, EVP of Wealth Services, acquired 63 shares of common stock through the company’s 2023 Employee Stock Purchase Plan at a price of $54.026 per share.
Following this ESPP purchase for the period from September 1, 2025 through February 28, 2026, Barrow directly holds a total of 5,123 common shares.
Burke & Herbert Financial Services Corp. reported that SVP and Chief Accounting Officer Patrick Kip Huffman acquired 109 shares of common stock through the company’s 2023 Employee Stock Purchase Plan. The shares were bought for the purchase period from September 1, 2025, through February 28, 2026, leaving him with 1,604 directly held shares.
Burke & Herbert Financial Services Corp. executive Lauren N. Kimlel, EVP of Branch Banking, acquired additional common stock through the company’s 2023 Employee Stock Purchase Plan. On February 28, 2026, she obtained 130 shares of common stock at $54.026 per share, bringing her direct holdings to 3,848 shares. The ESPP purchase period ran from September 1, 2025 through February 28, 2026, and the shares were bought at 85% of the issuer’s August 29, 2025 closing price, as provided under the plan and in transactions exempt under Rule 16b-3(c) and 16b-3(d).
Burke & Herbert Financial Services Corp. Chief Credit Officer Robert Victor Hintelmann Jr. acquired 74 shares of common stock on February 28, 2026 at $54.026 per share through the company’s 2023 Employee Stock Purchase Plan. Following this transaction, he directly owns 5,624 common shares.