Welcome to our dedicated page for Burke & Herbert 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. executive Lauren N. Kimlel, EVP of Branch Banking, reported a tax-related share disposition. On May 3, 2026, 269 shares of common stock were withheld at $64.64 per share to cover tax obligations, a routine non-market transaction. After this withholding, she directly owned 3,579 common shares.
Hintelmann Robert Victor Jr. reported acquisition or exercise transactions in this Form 4 filing.
Burke & Herbert Financial Services Corp. granted Chief Credit Officer Robert Victor Hintelmann Jr. 2,850 time-based restricted stock units. These RSUs vest in three annual installments beginning on May 3, 2027, subject to continued employment, and will be settled in common stock within 60 days after each vesting date. Following this award, he holds 8,474 shares directly.
Burke & Herbert Financial Services Corp. executive Angela R. Zirk reported a routine tax-related share disposition. On a Form 4, 142 shares of common stock were used to satisfy tax obligations at a value of $64.64 per share. After this tax-withholding disposition, she directly holds 2,870 common shares and indirectly holds 1,928 shares through an IRA.
Burke & Herbert Financial Services Corp. Chair & CEO David P. Boyle had 5,784 shares of Common Stock withheld on 2026-05-03 at $64.64 per share to satisfy tax obligations by delivering securities. After this tax-withholding disposition, he directly holds 66,936 shares of Common Stock.
Burke & Herbert Financial Services Corp. Chief Human Resources Officer Danyl R. Freeman reported a routine tax-related share disposition. On a Form 4, 202 shares of common stock were withheld at $64.64 per share to satisfy tax obligations, leaving 3,851 shares held directly and 6,106 shares held indirectly through an IRA.
Burke & Herbert Financial Services Corp. executive Jennifer Palmer Schmidt, EVP and Chief Risk Officer, reported a tax-withholding disposition of company stock. On May 3, 2026, 271 shares of common stock were withheld at $64.64 per share to cover tax obligations. This was not an open-market sale. After this withholding, Schmidt directly holds 4,432 shares of Burke & Herbert Financial Services Corp. common stock.
Burke & Herbert Financial Services Corp. director and president Charles H. Maddy III reported routine updates to his common stock holdings. The filing shows an F-code tax-withholding disposition of 1,541 shares at $64.64 per share to cover tax obligations, not an open‑market sale.
After this tax withholding, he directly holds 43,088 common shares, with additional indirect holdings of 16,884 shares through an IRA and 19,592 shares held by his spouse.
Huffman Patrick Kip reported acquisition or exercise transactions in this Form 4 filing.
Burke & Herbert Financial Services Corp. reported that SVP and Chief Accounting Officer Patrick Kip Huffman received an award of 950 time-based restricted stock units. The RSUs vest in three annual installments beginning on May 3, 2027, with each vested unit settled in one common share within 60 days. Following this equity grant, he directly holds 2,554 shares of common stock.
Burke & Herbert Financial Services Corp. executive reports routine tax withholding on shares. EVP, Financial Strategy Robert S. Tissue had 1,364 shares of common stock withheld at $64.64 per share to cover tax obligations. After this disposition, he holds 50,926 shares directly and 373 shares indirectly through his spouse.
Burke & Herbert Financial Services Corp. Schedule 13G shows Kenneth R. Lehman beneficially owns 1,178,496 shares of Common Stock, representing 5.85% of the class as reported. The filing lists sole voting and dispositive power over those 1,178,496 shares. The form is signed on 05/04/2026.