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.
This page provides access to U.S. Securities and Exchange Commission filings for Burke & Herbert Financial Services Corp. (NASDAQ: BHRB), the Virginia-incorporated financial holding company for Burke & Herbert Bank & Trust Company. Through these documents, investors can review the company’s detailed financial statements, risk disclosures, capital information, and material corporate events.
Burke & Herbert files annual reports on Form 10-K and quarterly reports on Form 10-Q, which include audited and unaudited financial statements, management’s discussion and analysis, descriptions of its community and commercial banking operations, and discussions of credit quality, liquidity, and regulatory capital ratios. Current reports on Form 8-K disclose significant events, such as quarterly earnings releases, dividend declarations, employment agreements with senior executives, and merger-related developments.
For example, 8-K filings describe the completion of the merger with Summit Financial Group, Inc. and the entry into an Agreement and Plan of Merger with LINKBANCORP, Inc., under which LINKBANCORP will merge with and into Burke & Herbert Financial Services Corp., followed by the merger of LINKBANK into Burke & Herbert Bank & Trust Company. Other 8-Ks summarize quarterly results and board actions on regular cash dividends, as well as amended and restated employment agreements with the Chief Executive Officer and Chief Financial Officer.
On Stock Titan, Burke & Herbert’s SEC filings are updated in near real time as they appear on the EDGAR system. AI-powered summaries help explain lengthy documents by highlighting key points such as changes in net interest income, loan and deposit trends, capital ratios, and notable risk factor updates. Users can also review insider and executive-related disclosures contained in certain filings, including compensation and employment arrangements, to better understand governance and incentive structures at BHRB.
Burke & Herbert Financial Services Corp. EVP and Chief Risk Officer Jennifer P. Schmidt reported receiving an equity award tied to the company’s merger incentive plan. On January 22, 2026, she acquired 1,074 shares of common stock at a price of $0, increasing her directly held stake to 3,547 common shares after the transaction.
The award represents performance-based restricted stock units (PRSUs) granted under the Burke & Herbert Bank 2024–2025 Merger Incentive Plan adopted May 1, 2024. These PRSUs will vest in three annual installments beginning on May 3, 2026, subject to her continued employment through each vesting date. Each vested PRSU will be settled in shares of Burke & Herbert Financial Services Corp. common stock within 60 days of the applicable vesting date.
Burke & Herbert Financial Services Corp. reported that EVP, Wealth Services, Shannon B. Rowan received an award of 834 performance-based restricted stock units (PRSUs) on January 22, 2026 under the Burke & Herbert Bank 2024–2025 Merger Incentive Plan. The PRSUs were granted at a price of $0 per share as equity compensation, increasing Rowan’s directly held common stock to 4,060 shares after the transaction.
The award will vest in three annual installments beginning on May 3, 2026, as long as Rowan remains employed through each vesting date. Each vested PRSU will be settled in Burke & Herbert Financial Services Corp. common stock within 60 days after the applicable vesting date, tying a portion of the executive’s compensation to the company’s long-term performance and continued service.
Burke & Herbert Financial Services Corp. reported that President and director H. Charles Maddy III received an award of 5,720 performance-based restricted stock units (PRSUs) of common stock on January 22, 2026 at a price of $0 per share. The award was granted under the Burke & Herbert Bank 2024–2025 Merger Incentive Plan adopted May 1, 2024.
The PRSUs will vest in three annual installments beginning on May 3, 2026, subject to his continued employment through each vesting date, and each vested PRSU will be settled in shares of Burke & Herbert Financial Services Corp. common stock within 60 days of vesting. Following this grant, Maddy directly beneficially owned 40,550 common shares, with an additional 19,592 shares held indirectly by his spouse and 16,885 shares held indirectly through an IRA.
Burke & Herbert Financial Services Corp. Chief Operating Officer Joseph Hager reported receiving an award of 1,980 performance-based restricted stock units (PRSUs) on common stock at a grant price of $0. The PRSUs were granted under the Burke & Herbert Bank 2024–2025 Merger Incentive Plan adopted May 1, 2024.
The award will vest in three annual installments beginning on May 3, 2026, as long as Hager remains employed through each vesting date, and each vested PRSU will be settled in a share of Burke & Herbert Financial Services Corp. common stock within 60 days of vesting. Following this grant, Hager beneficially owns 6,173 shares of common stock directly and 1,317 shares indirectly through an IRA.
Burke & Herbert Financial Services Corp. executive vice president of financial strategy Robert S. Tissue reported an equity award linked to the company’s merger incentive plan. On January 22, 2026, he received 3,080 performance-based restricted stock units (PRSUs) under the Burke & Herbert Bank 2024–2025 Merger Incentive Plan, recorded as an acquisition of common stock at a price of $0 per share. These PRSUs will vest in three annual installments beginning on May 3, 2026, conditioned on his continued employment through each vesting date, and each vested unit will be settled in a share of Burke & Herbert common stock within 60 days of vesting. Following this award, Tissue is shown as beneficially owning 50,740 shares of common stock directly, with an additional 373 shares reported as indirectly owned through his spouse.
Burke & Herbert Financial Services Corp. executive Bradford E. Ritchie, EVP and Chief Lending Officer, received an equity incentive award tied to merger performance. On 01/22/2026 he was granted 2,706 performance-based restricted stock units (PRSUs) under the Burke & Herbert Bank 2024–2025 Merger Incentive Plan adopted May 1, 2024. These PRSUs will vest in three annual installments beginning on May 3, 2026, as long as he remains employed through each vesting date. Each vested PRSU will be settled in one share of Burke & Herbert Financial Services common stock within 60 days after vesting. Following this award, he is reported as beneficially owning 21,947 shares of common stock in direct form.
Burke & Herbert Financial Services Corp. reported an equity award to its EVP and Chief Financial Officer, Roy Eugene Halyama. On January 22, 2026, he acquired 5,984 shares of common stock at a price of $0, reflecting the settlement mechanics of a performance-based restricted stock unit grant rather than a market purchase. Following this award, he beneficially owns 20,053 shares of common stock directly.
According to the accompanying explanation, the award represents 5,984 performance-based restricted stock units (PRSUs) granted under the Burke & Herbert Bank 2024–2025 Merger Incentive Plan. These PRSUs will vest in three annual installments beginning on May 3, 2026, contingent on his continued employment through each vesting date. Each vested PRSU will be settled in shares of Burke & Herbert Financial Services Corp. common stock within 60 days of the applicable vesting date.
Burke & Herbert Financial Services Corp. reported that EVP and Chief Experience Officer Angela R. Zirk received an award of 488 performance-based restricted stock units (PRSUs) of common stock on 01/22/2026 at a grant price of $0 per share. These PRSUs were granted under the Burke & Herbert Bank 2024–2025 Merger Incentive Plan adopted May 1, 2024.
The award will vest in three annual installments beginning on May 3, 2026, conditioned on Zirk’s continued employment through each vesting date. Each vested PRSU will be settled in one share of Burke & Herbert common stock within 60 days after vesting. Following this grant, Zirk holds 2,412 common shares directly and 1,928 common shares indirectly through an IRA.
Burke & Herbert Financial Services Corp. executive Lauren N. Kimlel, EVP of Branch Banking, received an equity award tied to the company’s merger incentive plan. On January 22, 2026, she was granted 990 performance-based restricted stock units (PRSUs)$0 per share, increasing her beneficial ownership of common stock to 3,118 shares held directly.
The PRSUs were granted under the Burke & Herbert Bank 2024–2025 Merger Incentive Plan adopted May 1, 2024. The award will vest in three annual installments beginning on
Burke & Herbert Financial Services Corp. reported that its Chief Human Resources Officer, Danyl R. Freeman, received an award of 704 performance-based restricted stock units (PRSUs) on January 22, 2026. These PRSUs were granted under the Burke & Herbert Bank 2024–2025 Merger Incentive Plan adopted May 1, 2024, and were recorded at a price of $0 per share, reflecting that this was an equity incentive grant rather than an open-market purchase.
The award will vest in three annual installments beginning May 3, 2026, as long as Freeman remains employed through each vesting date. Each vested PRSU will be settled in shares of Burke & Herbert Financial Services Corp. common stock within 60 days after it vests. Following this grant, Freeman beneficially owns 3,153 shares of common stock directly and 6,106 shares indirectly through an IRA, highlighting a meaningful equity alignment with the company.