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. Chair and CEO David P. Boyle received an equity award of 13,067 performance-based restricted stock units (PRSUs) under the Burke & Herbert Bank 2024–2025 Merger Incentive Plan. The PRSUs were reported as an acquisition of common stock at a price of $0 per share, bringing his directly held beneficial ownership to 62,980 common shares.
The award will vest in three annual installments beginning on May 3, 2026, as long as Boyle 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 the applicable vesting date, tying his compensation more closely to the company’s long-term performance and merger-related goals.
Burke & Herbert Financial Services Corp. reported an equity grant to senior leadership. SVP and Chief Accounting Officer Patrick Kip Huffman received an award of 950 time-based restricted stock units (RSUs) on common stock, recorded at a price of
Burke & Herbert Financial Services Corp. reported that its Chief Credit Officer, Robert Victor Hintelmann Jr., received an award of 2,850 shares of common stock on January 22, 2026 with a transaction code "A" and a price of $0 per share, reflecting a stock-based grant rather than an open‑market purchase.
After this grant, Hintelmann beneficially owned 6,350 shares of Burke & Herbert common stock in direct form. According to the footnote, the award represents 2,850 time‑based restricted stock units that will vest in three equal annual installments beginning on May 3, 2026, subject to his continued employment through each vesting date, with each vested unit settled in common stock within 60 days of vesting.
Burke & Herbert Financial Services Corp. filed a current report describing several updates for shareholders. The company issued a press release with its results of operations and financial condition for the quarter ended December 31, 2025, and also prepared an earnings presentation that will be used in investor meetings during 2026 and made available on its website.
The report also highlights a cash return to shareholders. The Board of Directors declared a regular quarterly cash dividend of $0.55 per share on the company’s common stock, payable on March 2, 2026 to shareholders of record as of the close of business on February 13, 2026. This continues the company’s practice of distributing cash to its owners through recurring dividends.
Burke & Herbert Financial Services Corp. filed a current report describing several shareholder updates. The company issued a press release with its results of operations and financial condition for the quarter ended December 31, 2025, which is attached as an exhibit.
Management also plans to meet with investors during 2026 and has prepared presentation materials that will be available on the investor relations section of its website and furnished as an exhibit.
In addition, the board of directors declared a regular quarterly cash dividend of $0.55 per share on the company’s common stock, payable on March 2, 2026, to shareholders of record as of the close of business on February 13, 2026.
Burke & Herbert Financial Services Corp. reported an insider transaction by Chair & CEO David P. Boyle. On January 19, 2026, Boyle converted 3,361 restricted stock units into an equal number of common shares at an exercise price of $0. The filing shows that 1,736 common shares were then disposed of at $64.67, typically reflecting shares withheld or sold to cover tax obligations.
After these transactions, Boyle directly owned 49,913 shares of common stock. The restricted stock units were originally granted on January 19, 2023, and vested on January 19, 2026, assuming continued service through that date.
Burke & Herbert Financial Services Corp. executive Roy Eugene Halyama, EVP and Chief Financial Officer, reported routine equity compensation activity. On January 19, 2026, 829 restricted stock units vested and converted into 829 shares of common stock at an exercise price of $0, increasing his directly held stake to 14,512 common shares.
On the same date, he disposed of 443 common shares at a price of $64.67 per share, leaving him with 14,069 common shares held directly after the transactions. The underlying restricted stock unit award of 829 units, originally granted on January 19, 2023 and scheduled to vest on January 19, 2026, is now fully converted, with 0 restricted stock units remaining.
Burke & Herbert Financial Services Corp. executive reports stock award vesting and tax share sale. EVP, Wealth Services Shannon Barrow Rowan filed a Form 4 for transactions on January 19, 2026. A grant of 295 restricted stock units, originally awarded on January 19, 2023, fully vested and was converted into 295 shares of common stock on a one-for-one basis. In a separate transaction coded "F," 105 common shares were disposed of at $64.67 per share, typically indicating shares withheld or sold to cover taxes. After these transactions, Rowan directly owns 3,226 common shares of Burke & Herbert Financial Services Corp.
Burke & Herbert Financial Services Corp and LINKBANCORP, Inc. have agreed to merge to create a larger Mid-Atlantic community bank with about $11.0 billion in assets, more than 100 branches, and operations across six states. LINKBANK will merge into Burke & Herbert Bank, and the combined institution will operate under the Burke & Herbert Bank name with headquarters in Alexandria, VA. David P. Boyle will remain CEO, Charlie Maddy will remain President, and LINKBANK leaders Andrew Samuel, Carl Lundblad, and Brent Smith will take senior roles, while two LINKBANCORP directors will join Burke & Herbert’s board.
The companies expect to close the merger in the second quarter of 2026, subject to shareholder and regulatory approvals, and daily banking for customers at both banks is expected to remain the same until after closing and systems integration. Management highlights aligned cultures, broader career opportunities for employees, expanded technology and product offerings for customers, and what they describe as attractive financial impacts and long-term value for shareholders, while noting typical transaction risks such as regulatory approvals, integration challenges, and potential dilution from new share issuance.
Burke & Herbert Financial Services Corp. and LINKBANCORP, Inc. have signed a definitive Agreement and Plan of Merger under which LNKB will merge into BHRB in an all‑stock deal. Each share of LNKB common stock will be converted into the right to receive 0.1350 shares of BHRB common stock, with cash paid in lieu of fractional shares, and the parties intend the transaction to qualify as a tax‑free reorganization under Section 368(a).
After the holding company merger, LINKBANK will merge into Burke & Herbert Bank & Trust Company. Two LNKB directors will join the BHRB board and three Link directors, including LNKB’s CEO Andrew Samuel, will join the bank board, with Samuel and two other LNKB executives taking senior roles at B&H Bank. Closing is subject to shareholder approvals, multiple banking regulatory approvals, Nasdaq listing of the new BHRB shares, effectiveness of a Form S‑4 registration statement, and other customary conditions, and the Merger Agreement includes mutual support agreements and a $14.2 million termination fee mechanism.