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.
Burke & Herbert Financial Services Corp. filings document its role as a Virginia bank holding company, the operations of Burke & Herbert Bank & Trust Company, and formal disclosures around community banking results, dividends, governance and capital structure. Form 8-K reports include operating and financial results, Regulation FD materials, cash dividend declarations, material agreements, shareholder voting matters and risk-factor updates.
The filing record also documents completed acquisition and bank-merger activity, including the merger of LINKBANCORP into Burke & Herbert and the merger of LINKBANK into Burke & Herbert Bank & Trust Company. Proxy materials cover board and executive compensation matters, shareholder proposals, voting procedures and governance disclosures for the public holding company.
Burke & Herbert Financial Services Corp. completed its merger with LINKBANCORP, Inc. on May 1, 2026 and this amendment supplies audited LNKB financials and unaudited pro forma condensed combined information for the year ended December 31, 2025. The merger is accounted for under the acquisition method (ASC 805) and reflects Burke & Herbert as the accounting acquirer, incorporating CECL and an early adoption of ASU 2025-08.
Based on an exchange ratio of 0.1350 LNKB share for one Burke & Herbert share, approximately 5,082,605 Burke & Herbert shares were issued, supporting a fully diluted transaction value of 329,725 (in thousands) and preliminary goodwill of 68,992 (in thousands). Pro forma combined total assets are 10,973,747 (in thousands), deposits 8,958,901 (in thousands), and shareholders’ equity 1,141,633 (in thousands). Pro forma net income applicable to common shareholders is 103,220 (in thousands), with basic and diluted EPS of 5.14 and 5.12, including about 52,000 (in thousands) of merger-related expenses and related purchase accounting adjustments; projected cost savings and revenue enhancements are not included.
Burke & Herbert Financial Services Corp. detailed the retirement arrangements for H. Charles Maddy, III, who retired as President of the Company and Burke & Herbert Bank & Trust Company effective June 30, 2026. His existing employment and retirement agreements will continue to provide separation and defined annual benefits, along with continued life insurance arrangements.
In a new Separation and Release of Claims dated July 6, 2026, Mr. Maddy will receive a cash severance of $558,334.40, representing his remaining ten months of base salary, payable in a lump sum. He will also receive ownership of a Company vehicle valued at $58,400, up to ten months of Company-paid COBRA coverage for medical, dental and vision benefits, and accelerated vesting of 6,673.32 performance-based restricted stock units under the 2024-2025 Merger Incentive Plan, with one share of common stock to be delivered for each unit by March 15, 2027, subject to withholding. He also received a retirement gift valued at approximately $35,375. These benefits are conditioned on his release of claims and compliance with confidentiality, non-disparagement, non-competition and non-solicitation covenants.
Burke & Herbert Financial Services Corp. executive Angela R. Zirk reported routine equity compensation activity in Common Stock. On July 1, 2026, she exercised 1,468 Stock Settled Appreciation Rights at $43.3300 per share, receiving an equivalent number of common shares.
To cover tax obligations, 1,051 common shares were disposed of at $72.7851 per share as a tax-withholding transaction, not an open-market sale. Following these transactions, she directly owns 3,287 common shares and indirectly owns 1,928 shares through an IRA, with 1,101 Stock Settled Appreciation Rights remaining outstanding.
Burke & Herbert Financial Services Corp. executive vice president and chief financial officer Kirtan Parikh filed an initial ownership report on Form 3. The filing shows direct ownership of 6,853 shares of Burke & Herbert common stock, with no reported recent purchases, sales, or option exercises.
Burke & Herbert Financial Services Corp. president and director Charles Maddy III reported equity award activity in company stock. On June 29, 2026, he exercised Stock Settled Appreciation Rights for 14,823 shares at $52.29 per share and 7,901 shares at $51.58 per share, receiving common stock.
To cover related obligations, 18,354 common shares were disposed of at $71.44 per share as a tax-withholding transaction rather than an open-market sale. Following these transactions, he directly holds 51,012 common shares, with additional indirect holdings of 16,884 shares in an IRA and 19,592 shares held by his spouse.
Burke & Herbert Financial Services Corp.'s president and director Charles Maddy III exercised stock-settled appreciation rights and had shares withheld for taxes. He exercised 15,934 Stock Settled Appreciation Rights at $47.47 per share into common stock, then 12,380 common shares were disposed of to cover tax obligations at $69.29 per share. After these transactions, he directly held 59,022 common shares, with additional indirect holdings of 16,884 shares via an IRA and 19,592 shares held by his spouse.
Burke & Herbert Financial Services Corp. appointed Roy E. HalyamaJuly 1, 2026. The move follows the previously announced retirement of H. Charles Maddy, III as President effective June 30, 2026.
Halyama, age 58, has served as CFO since 2021 and previously held senior finance roles at an affiliate of PNC Financial Services Group and other financial institutions. The company states there are no family relationships, related-party transactions, or new compensation arrangements associated with his appointment.
Burke & Herbert Financial Services Corp. director David Wilson reported an equity award and updated share holdings. He received 1,000 restricted stock units of common stock as compensation for board service at no cash cost, classified as an acquisition. According to the filing, the units vest on the first anniversary of the grant date, subject to continued service and meeting attendance requirements. After the grant, Wilson directly holds 23,348 shares of common stock and also reports several indirect positions, including shares held as custodian for family members, by his spouse, and through entities such as ADBM Landholdings, LLC and A.D.B.M. Properties, LLC.
Snyder Kristen reported acquisition or exercise transactions in this Form 4 filing.
Burke & Herbert Financial Services Corp. director Kristen Snyder received an equity award of 1,000 shares of Common Stock as a grant for board service. According to the footnote, these are restricted stock units that vest on the first anniversary of the grant date, subject to continued service and meeting attendance requirements. Following this award, Snyder holds 9,418 shares of Common Stock directly.
George Georgette R. reported acquisition or exercise transactions in this Form 4 filing.
Burke & Herbert Financial Services Corp. director Georgette R. George reported a compensation-related stock grant. She received 1,000 shares of common stock in the form of restricted stock units, awarded for service as a director.
The units were granted at $0.00 per share and will vest on the first anniversary of the grant date, subject to continued board service and meeting attendance requirements. After this award, she directly holds 22,971 common shares, and additional indirect holdings are reported through entities such as George Brothers Investment Partnership and a 401(k) plan for her spouse.