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Burke & Herbert Financial Services Corp. SEC Filings

BHRB NASDAQ

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.

Our SEC filing database is enhanced with expert analysis from Rhea-AI, providing insights into the potential impact of each filing on Burke & Herbert Financial Services's stock performance. Each filing includes a concise AI-generated summary, sentiment and impact scores, and end-of-day stock performance data showing the actual market reaction. Navigate easily through different filing types including 10-K annual reports, 10-Q quarterly reports, 8-K current reports, proxy statements (DEF 14A), and Form 4 insider trading disclosures.

Designed for fundamental investors and regulatory compliance professionals, our page simplifies access to critical SEC filings. By combining real-time EDGAR feed updates, Rhea-AI's analytical insights, and historical stock performance data, we provide comprehensive visibility into Burke & Herbert Financial Services's regulatory disclosures and financial reporting.

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Burke & Herbert Financial Services Corp. reported that its Chief Credit Officer, Robert Victor Hintelmann Jr., received an award of 2,850 shares of common stock on January 22, 2026 with a transaction code "A" and a price of $0 per share, reflecting a stock-based grant rather than an open‑market purchase.

After this grant, Hintelmann beneficially owned 6,350 shares of Burke & Herbert common stock in direct form. According to the footnote, the award represents 2,850 time‑based restricted stock units that will vest in three equal annual installments beginning on May 3, 2026, subject to his continued employment through each vesting date, with each vested unit settled in common stock within 60 days of vesting.

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Burke & Herbert Financial Services Corp. filed a current report describing several shareholder updates. The company issued a press release with its results of operations and financial condition for the quarter ended December 31, 2025, which is attached as an exhibit.

Management also plans to meet with investors during 2026 and has prepared presentation materials that will be available on the investor relations section of its website and furnished as an exhibit.

In addition, the board of directors declared a regular quarterly cash dividend of $0.55 per share on the company’s common stock, payable on March 2, 2026, to shareholders of record as of the close of business on February 13, 2026.

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Burke & Herbert Financial Services Corp. reported an insider transaction by Chair & CEO David P. Boyle. On January 19, 2026, Boyle converted 3,361 restricted stock units into an equal number of common shares at an exercise price of $0. The filing shows that 1,736 common shares were then disposed of at $64.67, typically reflecting shares withheld or sold to cover tax obligations.

After these transactions, Boyle directly owned 49,913 shares of common stock. The restricted stock units were originally granted on January 19, 2023, and vested on January 19, 2026, assuming continued service through that date.

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Burke & Herbert Financial Services Corp. EVP and CFO Roy Eugene Halyama reported the vesting of 829 restricted stock units on January 19, 2026, converting one-for-one into 829 shares of common stock. To cover tax obligations, a tax-withholding disposition of 443 shares occurred at $64.67 per share. After these transactions, he directly owns 14,069 shares of common stock. The RSUs were granted on January 19, 2023, with vesting conditioned on continued service through the vesting date.

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Burke & Herbert Financial Services Corp. executive reports stock award vesting and tax share sale. EVP, Wealth Services Shannon Barrow Rowan filed a Form 4 for transactions on January 19, 2026. A grant of 295 restricted stock units, originally awarded on January 19, 2023, fully vested and was converted into 295 shares of common stock on a one-for-one basis. In a separate transaction coded "F," 105 common shares were disposed of at $64.67 per share, typically indicating shares withheld or sold to cover taxes. After these transactions, Rowan directly owns 3,226 common shares of Burke & Herbert Financial Services Corp.

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Burke & Herbert Financial Services Corp. agreed to merge with LINKBANCORP, Inc. in an all‑stock transaction. Each share of LNKB common stock will be converted into the right to receive 0.1350 shares of BHRB common stock, and the deal is intended to qualify as a tax‑free reorganization under Section 368(a) of the Internal Revenue Code.

LNKB time‑vesting restricted stock and RSUs will fully vest at closing and receive the same consideration as common shares, while LNKB options and warrants will be converted into BHRB instruments adjusted by the 0.1350 exchange ratio. Two LNKB directors will join the BHRB board and three Link directors, including LNKB’s CEO Andrew Samuel, will join the bank board, with several LNKB executives taking senior roles at B&H Bank.

Closing depends on shareholder approvals, multiple banking and securities regulatory approvals, Nasdaq listing of the new BHRB shares, effectiveness of a Form S‑4, and customary conditions. Either party may owe a $14.2 million termination fee if the agreement is ended under specified circumstances. BHRB also amended and restated its bylaws to set its board size between five and fifteen directors and to remove provisions tied to a prior merger.

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Burke & Herbert Financial Services Corp. (BHRB) reported Q3 2025 results. Net income was $29.964M and diluted EPS was $1.97. Net interest income was $73.770M with total interest income of $111.209M and interest expense of $37.439M. Provision for credit losses was modest at $0.262M, and non‑interest income totaled $11.585M.

Non‑interest expense was $48.092M. As of September 30, 2025, total assets were $7.889B, deposits were $6.412B, and net loans were $5.492B with an allowance for credit losses of $67.604M. Securities available‑for‑sale were $1.598B at fair value. Accumulated other comprehensive loss improved to $(68.454)M from $(95.720)M at year‑end, reflecting higher unrealized gains.

Short‑term borrowings were $450.0M and subordinated debentures, net, were $68.906M. For the quarter, common dividends declared were $8.262M. Shares outstanding were 15,028,524 as of September 30, 2025. The Company’s results include Summit Financial Group, Inc. from May 3, 2024.

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Burke & Herbert Financial Services Corp. amended and restated employment agreements for CEO David P. Boyle and CFO Roy E. Halyama. The three-year agreements auto-renew unless the company gives 90 days’ notice. Base salaries are $875,000 for Mr. Boyle and $450,000 for Mr. Halyama, with annual incentive targets of 70% and 60% of base salary, respectively.

Mr. Boyle continues in the SERP with a minimum annual contribution of 20% of annual compensation, plus a company car and country club dues or an allowance. If terminated without Just Cause or for Good Reason, each executive receives a lump sum of 2x base salary and target bonus plus COBRA costs (18 months for Boyle; 12 months for Halyama). If within two years after a change in control, severance increases to 3x for Boyle and 2.99x for Halyama, with 18 months COBRA; Boyle’s SERP vests. New restrictive covenants include 12-month non-compete and non-solicit, along with clawback compliance.

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Burke & Herbert Financial Services Corp. (BHRB) reported an insider purchase. Director Shawn P. McLaughlin bought 1,000 shares of common stock at $61 on 10/28/2025.

Following the transaction, he beneficially owned 67,000 shares directly and 1,000 shares indirectly through McLaughlin Ryder Investments, Inc.

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Burke & Herbert Financial Services Corp. declared a regular quarterly cash dividend of $0.55 per share, payable on December 1, 2025 to shareholders of record as of November 14, 2025.

The company also announced it released results of operations and financial condition for the quarter ended September 30, 2025 via a press release and furnished an investor presentation on its website. The presentation was provided under Regulation FD and is not deemed filed under the Exchange Act.

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FAQ

How many Burke & Herbert Financial Services (BHRB) SEC filings are available on StockTitan?

StockTitan tracks 118 SEC filings for Burke & Herbert Financial Services (BHRB), including 10-K annual reports, 10-Q quarterly reports, 8-K current reports, and Form 4 insider trading disclosures. Each filing includes AI-generated summaries, impact scoring, and sentiment analysis.

When was the most recent SEC filing for Burke & Herbert Financial Services (BHRB)?

The most recent SEC filing for Burke & Herbert Financial Services (BHRB) was filed on January 23, 2026.