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.
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. 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.
Burke & Herbert Financial Services Corp. executive Jennifer Palmer Schmidt, EVP and Chief Risk Officer, acquired 231 shares of common stock through the company’s 2023 Employee Stock Purchase Plan. The shares were purchased at $54.026 per share, bringing her direct holdings to 4,703 shares following the transaction.
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.