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Burke & Herbert Financial Services Corp. (BHRB) 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 SEC filing 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.

Rhea-AI Summary

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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Rhea-AI Summary

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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HINKLE GARY L reported open-market purchase transactions in a Form 4 filing for BHRB. The filing lists transactions totaling 1,700 shares at a weighted average price of $61.69 per share. Following the reported transactions, holdings were 250,159 shares.

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Shannon B. Rowan, an executive serving as EVP, Wealth Services, purchased 63 shares of Burke & Herbert Financial Services Corp. common stock on 08/31/2025 through the company's 2023 Employee Stock Purchase Plan (ESPP). The shares were acquired at an effective price of $53.006 per share, which reflects the ESPP's 85% pricing feature applied to the lower of the start or end date closing price for the purchase period.

Following this transaction, Ms. Rowan beneficially owns 3,036 shares directly. The filing reports the purchase as exempt under the applicable Rule 16b-3 provisions for employee benefit plan transactions.

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Lauren N. Kimlel, an executive (EVP, Branch Banking) and director of Burke & Herbert Financial Services Corp. (BHRB), purchased 132 shares of the issuer's common stock on 08/31/2025 under the companys 2023 Employee Stock Purchase Plan (ESPP). The shares were acquired at a price of $53.006 per share, reflecting the ESPPs 85% purchase price based on the lower of the closing prices on the ESPP measurement dates. After the purchase, Ms. Kimlel beneficially owned 2,128 shares. The Form 4 was signed by an attorney-in-fact and filed in connection with this transaction.

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Insider purchase under company ESPP. Jennifer P. Schmidt, Executive Vice President and Chief Risk Officer of Burke & Herbert Financial Services Corp. (BHRB), purchased 160 shares of the issuer's common stock on 08/31/2025 under the companys 2023 Employee Stock Purchase Plan. The shares were bought at $53.006 each, representing the ESPP price equal to 85% of the lower of the closing price on the applicable start or end date. After the transaction Ms. Schmidt beneficially owns 2,473 shares directly. The filing was signed by an attorney-in-fact on 09/11/2025.

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Burke & Herbert Financial Services Corp. (BHRB) delivered a strong turnaround in Q2 2025. Net income reached $29.9 million versus a $16.9 million loss in Q2 2024; basic EPS improved to $1.98 from –$1.41. Net interest income grew 24% to $74.2 million, driven by a 16% rise in interest income and stable funding costs. The provision for credit losses dropped to $0.6 million (Q2 2024: $23.9 million), lifting net interest income after provision to $73.6 million (105% higher YoY). Non-interest income advanced 35% to $12.9 million, while non-interest expense fell 23% to $49.3 million, reflecting post-merger efficiencies and lower equipment and other operating costs.

Balance-sheet metrics remain solid but funding mix shifted. Total assets grew 3% since year-end to $8.05 billion. Loans declined 1.4% to $5.59 billion and deposits slipped 1.9% to $6.39 billion, with both non-interest and interest-bearing categories lower. Short-term borrowings rose sharply to $650 million (Dec-24: $365 million), partially offsetting deposit outflows. Shareholders’ equity increased 6.8% to $780 million; accumulated other comprehensive loss narrowed to $-87.9 million. The allowance for credit losses stands at $67.3 million, essentially unchanged. As of 5 Aug 2025, 15.0 million common shares were outstanding.

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FAQ

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

StockTitan tracks 143 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 December 18, 2025.