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 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.
Burke & Herbert Financial Services Corp. Chief Operating Officer Joseph Hager reported an equity award of 1,320 shares of common stock in the form of time-based restricted stock units. The award was granted at a price of $0.0000 per share and is classified as a grant or other acquisition.
The RSUs will vest in three equal annual installments, conditioned on his continued employment through each vesting date, and each unit will be settled in one share of common stock. Following this grant, Hager directly owns 7,493 common shares, and he also has indirect ownership of 1,317 shares through an IRA.
TISSUE ROBERT S reported acquisition or exercise transactions in this Form 4 filing.
Burke & Herbert Financial Services Corp. executive vice president of financial strategy Robert S. Tissue reported receiving an equity award tied to company stock. He was granted 1,550 time-based restricted stock units that vest in three equal annual installments, each settling into one share of common stock.
After this grant, he directly holds 52,290 common shares. The filing also notes 373 common shares held indirectly through his spouse, reflecting household exposure to the stock rather than an open-market purchase or sale.
Rowan Shannon Barrow reported acquisition or exercise transactions in this Form 4 filing.
Burke & Herbert Financial Services Corp. executive Rowan Shannon Barrow, EVP of Wealth Services, received an equity award in the form of 1,000 time-based restricted stock units of common stock. The award vests in three equal annual installments, conditioned on continued employment through each vesting date.
Each restricted stock unit will be settled in one share of Burke & Herbert Financial Services Corp. common stock when it vests, increasing Barrow’s direct equity stake over time. Following this grant, Barrow directly holds 5,060 shares of the company’s common stock.
Burke & Herbert Financial Services Corp. president and director H. Charles Maddy III reported equity transactions in company stock. On February 10, 2026, he exercised 15,616 stock-settled appreciation rights at $43.33 per share into common stock. A separate transaction coded F on the same date shows the disposition of 11,537 common shares at $69.62 per share, leaving 44,629 common shares owned directly.
In addition, he reports indirect ownership of 19,592 common shares held by his spouse and 16,884 common shares held in an IRA. A footnote clarifies that this IRA position reflects a corrected rollover amount of 16,884 shares from a prior employee stock ownership plan distribution.
Burke & Herbert Financial Services Corp. plans to acquire LINKBANCORP, Inc. in an all‑stock merger. LNKB shareholders will receive 0.1350 shares of Burke & Herbert common stock for each LNKB share, with cash paid instead of fractional shares.
Based on recent Nasdaq prices cited, this values LNKB at about $8.56–$9.38 per share, or roughly $323–$354 million in aggregate. Burke & Herbert expects to issue approximately 5.1 million shares, after which former LNKB holders are estimated to own about 25% of the combined company and existing Burke & Herbert shareholders about 75%.
Special virtual shareholder meetings for both companies are scheduled for March 25, 2026, where each will vote on the merger and a possible adjournment. Both boards unanimously recommend voting “FOR” their respective merger and adjournment proposals. The transaction is intended to qualify as a tax‑free reorganization for U.S. federal income tax purposes, except for cash received in lieu of fractional shares. Neither Burke & Herbert nor LNKB shareholders have appraisal or dissenters’ rights in connection with the merger.
Burke & Herbert Financial Services Corp. officer Patrick K. Huffman filed an amended insider trading report to correct a previous mistake. The earlier filing incorrectly showed an award of 950 time-vested restricted stock units as if they had already been granted.
The explanation clarifies that this RSU award will not be effective until May 3, 2026, and the units vest in three annual installments beginning on that date. As of January 22, 2026, Huffman beneficially owned 1,000 shares of common stock, which is what the updated Form 4/A reflects.