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. director David Wilson reported purchasing 34 shares of common stock on 2026-08-04 at $73.688 per share. The shares are held indirectly as custodian for Miles Holland under UGMA, bringing that custodial account to 232 shares. He also reports 23,348 shares held directly and additional indirect holdings through family entities, a spouse, and several other UGMA custodial accounts.
Burke & Herbert Financial Services Corp. director Julian Forrest Barnwell Jr. reported an internal trust restructuring on August 4, 2026. He transferred 91,361 shares of common stock for no consideration from the Barnwell Charitable Lead Trust to the J F Barnwell, Jr. Revocable Trust. He continues to hold common stock directly and through several family trusts.
Burke & Herbert Financial Services Corp. director David Wilson reported two common-stock moves dated July 31, 2026. He purchased 100 shares at $73.68 per share in an open-market or private transaction and made a bona fide gift of 100 shares to a non-family member, for which he disclaims beneficial ownership. Indirect holdings reported include 38,142 shares through ADBM Landholdings, LLC, 5,445 shares through A.D.B.M. Properties, LLC, and additional smaller positions via his spouse and UGMA custodial accounts. These trades were not indicated as made under a Rule 10b5-1 trading plan.
Burke & Herbert Financial Services Corp. executive vice president Robert S. Tissue exercised a total of 17,120 stock-settled appreciation rights into common stock on July 30, 2026.
The exercises produced common shares at $43.33 and $52.29 per share, with 12,914 shares at $73.63 withheld to satisfy exercise-price or tax obligations. An additional 373 shares are reported as held indirectly by his spouse.
Burke & Herbert Financial Services Corp. executive Danyl R Freeman, Chief Human Resources Officer, exercised 2,836 Stock Settled Appreciation Rights into 2,836 shares of common stock at an exercise price of $43.33 per share on 2026-07-29.
In a related transaction, 2,002 common shares were withheld at $74.08 per share to pay the exercise price or associated tax liability. The filing also reports 6,106 common shares held indirectly through an IRA.
Burke & Herbert Financial Services Corp. director and Chair & CEO David P. Boyle reported a bona fide gift of 1,752 shares of common stock on 2026-07-28 to a charitable donor-advised fund. After this disposition, he directly holds 65,184 shares of the company’s common stock.
Burke & Herbert Financial Services Corp. reported second‑quarter 2026 net income applicable to common shares of $9.3 million and diluted EPS of $0.50, reflecting significant merger‑related items following its May 1 acquisition of LINKBANCORP.
Excluding $28.2 million of after‑tax merger‑related expenses, operating net income was $37.5 million and adjusted diluted EPS was $2.03. Net interest income rose to $93.0 million, and the fully taxable‑equivalent net interest margin was 4.15%. Period‑end total gross loans were $8.0 billion and total deposits $9.0 billion, yielding an 89.2% loan‑to‑deposit ratio.
Total assets reached approximately $11.0 billion. Capital and liquidity remained strong, with a Common Equity Tier 1 ratio of 11.79%, total risk‑based capital of 14.48%, a leverage ratio of 11.08%, and tangible common equity to tangible assets of 9.21%. The company reported $6.1 billion of total liquidity. Preliminary goodwill from the LINKBANCORP merger was $82.1 million, and tangible book value dilution of 7.5% came in below earlier forecasts. The board declared a regular quarterly cash dividend of $0.55 per share, payable September 1, 2026, to shareholders of record on August 14, 2026.
Burke & Herbert Financial Services Corp. executive Robert S. Tissue, EVP Financial Strategy, reported multiple equity transactions in Common Stock on July 17, 2026. He exercised stock-settled appreciation rights for 12,709 shares of Common Stock at exercise prices of $51.58 and $47.47 per share. As payment of exercise price or tax liability, 9,777 shares of Common Stock were delivered at $72.85 per share. Reported holdings include 53,858 Common shares held directly and 373 shares held indirectly by his spouse.
Burke & Herbert Financial Services Corp. EVP, Chief Lending Officer Bradford E. Ritchie reported July 16, 2026 equity transactions. He exercised 2,749 Stock Settled Appreciation Rights at $51.58 per share for common stock and had 2,222 shares delivered at $70.76 per share to cover tax obligations, with 23,605 shares reported as directly owned after the tax-withholding entry.
Burke & Herbert Financial Services Corp. completed its merger with LINKBANCORP, Inc. on May 1, 2026 and this amendment supplies audited LNKB financials and unaudited pro forma condensed combined information for the year ended December 31, 2025. The merger is accounted for under the acquisition method (ASC 805) and reflects Burke & Herbert as the accounting acquirer, incorporating CECL and an early adoption of ASU 2025-08.
Based on an exchange ratio of 0.1350 LNKB share for one Burke & Herbert share, approximately 5,082,605 Burke & Herbert shares were issued, supporting a fully diluted transaction value of 329,725 (in thousands) and preliminary goodwill of 68,992 (in thousands). Pro forma combined total assets are 10,973,747 (in thousands), deposits 8,958,901 (in thousands), and shareholders’ equity 1,141,633 (in thousands). Pro forma net income applicable to common shareholders is 103,220 (in thousands), with basic and diluted EPS of 5.14 and 5.12, including about 52,000 (in thousands) of merger-related expenses and related purchase accounting adjustments; projected cost savings and revenue enhancements are not included.