Welcome to our dedicated page for Burke & Herbert Financial Services 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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Burke & Herbert Financial Services Corp. reported that President and director H. Charles Maddy III received an award of 5,720 performance-based restricted stock units (PRSUs) of common stock on January 22, 2026 at a price of $0 per share. The award was granted under the Burke & Herbert Bank 2024–2025 Merger Incentive Plan adopted May 1, 2024.
The PRSUs will vest in three annual installments beginning on May 3, 2026, subject to his continued employment through each vesting date, and each vested PRSU will be settled in shares of Burke & Herbert Financial Services Corp. common stock within 60 days of vesting. Following this grant, Maddy directly beneficially owned 40,550 common shares, with an additional 19,592 shares held indirectly by his spouse and 16,885 shares held indirectly through an IRA.
Burke & Herbert Financial Services Corp. Chief Operating Officer Joseph Hager reported receiving an award of 1,980 performance-based restricted stock units (PRSUs) on common stock at a grant price of $0. The PRSUs were granted under the Burke & Herbert Bank 2024–2025 Merger Incentive Plan adopted May 1, 2024.
The award will vest in three annual installments beginning on May 3, 2026, as long as Hager remains employed through each vesting date, and each vested PRSU will be settled in a share of Burke & Herbert Financial Services Corp. common stock within 60 days of vesting. Following this grant, Hager beneficially owns 6,173 shares of common stock directly and 1,317 shares indirectly through an IRA.
Burke & Herbert Financial Services Corp. executive vice president of financial strategy Robert S. Tissue reported an equity award linked to the company’s merger incentive plan. On January 22, 2026, he received 3,080 performance-based restricted stock units (PRSUs) under the Burke & Herbert Bank 2024–2025 Merger Incentive Plan, recorded as an acquisition of common stock at a price of $0 per share. These PRSUs will vest in three annual installments beginning on May 3, 2026, conditioned on his continued employment through each vesting date, and each vested unit will be settled in a share of Burke & Herbert common stock within 60 days of vesting. Following this award, Tissue is shown as beneficially owning 50,740 shares of common stock directly, with an additional 373 shares reported as indirectly owned through his spouse.
Burke & Herbert Financial Services Corp. executive Bradford E. Ritchie, EVP and Chief Lending Officer, received an equity incentive award tied to merger performance. On 01/22/2026 he was granted 2,706 performance-based restricted stock units (PRSUs) under the Burke & Herbert Bank 2024–2025 Merger Incentive Plan adopted May 1, 2024. These PRSUs will vest in three annual installments beginning on May 3, 2026, as long as he remains employed through each vesting date. Each vested PRSU will be settled in one share of Burke & Herbert Financial Services common stock within 60 days after vesting. Following this award, he is reported as beneficially owning 21,947 shares of common stock in direct form.
Burke & Herbert Financial Services Corp. reported an equity award to its EVP and Chief Financial Officer, Roy Eugene Halyama. On January 22, 2026, he acquired 5,984 shares of common stock at a price of $0, reflecting the settlement mechanics of a performance-based restricted stock unit grant rather than a market purchase. Following this award, he beneficially owns 20,053 shares of common stock directly.
According to the accompanying explanation, the award represents 5,984 performance-based restricted stock units (PRSUs) granted under the Burke & Herbert Bank 2024–2025 Merger Incentive Plan. These PRSUs will vest in three annual installments beginning on May 3, 2026, contingent on his continued employment through each vesting date. Each vested PRSU will be settled in shares of Burke & Herbert Financial Services Corp. common stock within 60 days of the applicable vesting date.
Burke & Herbert Financial Services Corp. reported that EVP and Chief Experience Officer Angela R. Zirk received an award of 488 performance-based restricted stock units (PRSUs) of common stock on 01/22/2026 at a grant price of $0 per share. These PRSUs were granted under the Burke & Herbert Bank 2024–2025 Merger Incentive Plan adopted May 1, 2024.
The award will vest in three annual installments beginning on May 3, 2026, conditioned on Zirk’s continued employment through each vesting date. Each vested PRSU will be settled in one share of Burke & Herbert common stock within 60 days after vesting. Following this grant, Zirk holds 2,412 common shares directly and 1,928 common shares indirectly through an IRA.
Burke & Herbert Financial Services Corp. executive Lauren N. Kimlel, EVP of Branch Banking, received an equity award tied to the company’s merger incentive plan. On January 22, 2026, she was granted 990 performance-based restricted stock units (PRSUs) at a price of $0 per share, increasing her beneficial ownership of common stock to 3,118 shares held directly.
The PRSUs were granted under the Burke & Herbert Bank 2024–2025 Merger Incentive Plan adopted May 1, 2024. The award will vest in three annual installments beginning on May 3, 2026, subject to her continued employment through each vesting date. Each vested PRSU will be settled in one share of Burke & Herbert Financial Services Corp. common stock within 60 days after the applicable vesting date, linking her long-term compensation to company performance and retention.
Burke & Herbert Financial Services Corp. reported that its Chief Human Resources Officer, Danyl R. Freeman, received an award of 704 performance-based restricted stock units (PRSUs) on January 22, 2026. These PRSUs were granted under the Burke & Herbert Bank 2024–2025 Merger Incentive Plan adopted May 1, 2024, and were recorded at a price of $0 per share, reflecting that this was an equity incentive grant rather than an open-market purchase.
The award will vest in three annual installments beginning May 3, 2026, as long as Freeman remains employed through each vesting date. Each vested PRSU will be settled in shares of Burke & Herbert Financial Services Corp. common stock within 60 days after it vests. Following this grant, Freeman beneficially owns 3,153 shares of common stock directly and 6,106 shares indirectly through an IRA, highlighting a meaningful equity alignment with the company.
Burke & Herbert Financial Services Corp. Chair and CEO David P. Boyle received an equity award of 13,067 performance-based restricted stock units (PRSUs) under the Burke & Herbert Bank 2024–2025 Merger Incentive Plan. The PRSUs were reported as an acquisition of common stock at a price of $0 per share, bringing his directly held beneficial ownership to 62,980 common shares.
The award will vest in three annual installments beginning on May 3, 2026, as long as Boyle remains employed through each vesting date. Each vested PRSU will be settled in shares of Burke & Herbert Financial Services Corp. common stock within 60 days after the applicable vesting date, tying his compensation more closely to the company’s long-term performance and merger-related goals.
Burke & Herbert Financial Services Corp. reported an equity grant to senior leadership. SVP and Chief Accounting Officer Patrick Kip Huffman received an award of 950 time-based restricted stock units (RSUs) on common stock, recorded at a price of $0.00 per share as a compensation grant. The RSUs will vest in three annual installments beginning on May 3, 2026, conditioned on his continued employment through each vesting date. Each vested RSU will be settled in shares of Burke & Herbert common stock within 60 days after the applicable vesting date. Following this award, Huffman is shown as beneficially owning 1,950 shares of common stock directly.