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. president Charles H. Maddy III reported an amended insider transaction. On June 29, 2026, he disposed of 18,521 shares of common stock at $71.34 per share to pay the exercise price or tax liability on stock-settled SARs, leaving 50,845 shares directly owned. The amendment corrects the number of shares issued upon SAR settlement, adjusting it from 4,370 to 4,203 shares based on the final fair market value.
Burke & Herbert Financial Services Corp. director James Mason Burke reported selling 1,500 shares of Common Stock on 2026-08-11 at $73.025 per share in an open-market or private transaction. The shares were held indirectly as co-Trustee for The Burke Living Trust. After this sale, indirect holdings reported for the trust are 258,480 shares, and James Mason Burke also reports 9,480 shares held directly.
Burke & Herbert Financial Services Corp. entered into a change in control agreement with Executive Vice President and Chief Financial Officer Kirtan Parikh, covering both the company and Burke & Herbert Bank & Trust Company. The agreement provides severance protections if there is a change in control and his employment is terminated without cause or he resigns for good reason, with termination occurring from three months before through 12 months after the closing of the change in control.
If triggered, benefits to Mr. Parikh include 24 months of base salary, a lump-sum severance equal to two times his target annual incentive bonus for the prior fiscal year, and payment of certain healthcare premiums for continued coverage for up to 18 months, all subject to applicable withholdings. In exchange, he must sign and not revoke a separation and release agreement that includes a release of claims, cooperation and non-disparagement clauses, and an affirmation of post-employment non-solicitation restrictions.
Burke & Herbert Financial Services Corp. reported larger scale but lower profitability for the three and six months ended June 30, 2026 (amounts in thousands). Total assets were $10,991,300 and net loans $7,905,295, up from $7,920,626 and $5,319,853 at December 31, 2025, and reflect the completed LINKBANCORP, Inc. merger.
Net interest income rose to $93,042 for the quarter and $164,885 year to date, but net income declined to $9,482 and $36,831, compared with $29,897 and $57,098 a year earlier. Basic EPS was $0.50 for the quarter versus $1.98, as non-interest expense increased to $93,506 from $49,305.
Credit quality remained manageable but with higher balances: the allowance for credit losses increased to $94,470, non-accrual loans were $88,388, and loans 90 days or more past due and still accruing were $6,920. Deposits grew to $8,968,082 and short-term borrowings to $525,000. Capital ratios stayed strong, with consolidated CET1 of 11.78% and the bank categorized as “well capitalized.”
Burke & Herbert Financial Services Corp. director Shawn Patrick McLaughlin purchased 1,000 shares of Common Stock on 2026-08-06 at $73.25 per share in an open market or private transaction, increasing his direct holdings to 71,000 shares.
He also reports 1,000 shares held indirectly through McLaughlin Ryder Investments, Inc. The Rule 10b5-1 trading plan checkbox was not marked.
Burke & Herbert Financial Services Corp. director James P. Geary II, through JPG Trust, sold 3,150 shares of common stock on August 3, 2026 at a weighted average price of $73.93 per share, in multiple trades between $73.88 and $74.05. After this sale, reported holdings include 9,457 shares in the trust, 34,468 shares held directly, and 3,637 shares held indirectly by his spouse. The Rule 10b5-1 checkbox was not marked, so the sale was not reported as pursuant to a trading plan.
Burke & Herbert Financial Services Corp. director Katherine Diane Bonnafe sold 1,000 shares of common stock on August 3, 2026, in an open-market or private transaction at an average price of $73.6547 per share. After this sale, she directly owns 8,200 shares. The trade is not marked as executed under a Rule 10b5-1 trading plan.
Burke & Herbert Financial Services Corp. director George Georgette R. reported an indirect sale of 1,000 shares of common stock on August 3, 2026 at $73.6676 per share by the LeRoy M. Rashid 1996 Irrevocable Trust Family Fund. After this transaction, that trust held 38,321 shares, with additional reported positions of 22,971 shares held directly and further indirect holdings through other family-related entities and plans.