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.
Poillon Diane reported acquisition or exercise transactions in this Form 4 filing.
Burke & Herbert Financial Services Corp. director Diane Poillon received a grant of 1,000 shares of common stock in the form of restricted stock units as compensation for board service. These units vest on the first anniversary of the grant date, subject to continued service and attendance requirements. After this award, she holds 2,928 shares directly.
Bonnafe Katherine Diane reported acquisition or exercise transactions in this Form 4 filing.
Burke & Herbert Financial Services Corp. director Katherine Diane Bonnafe received an award of 1,000 shares of common stock on June 19, 2026. The award is structured as restricted stock units granted for her service as a director.
The units vest on the first anniversary of the grant date, conditioned on her continued service and meeting board attendance requirements. After this grant, she directly holds 9,200 shares of common stock.
PICCIRILLO CHARLES reported acquisition or exercise transactions in this Form 4 filing.
Burke & Herbert Financial Services Corp. director Charles Piccirillo reported an equity compensation award and his updated share holdings. He received 1,000 shares of common stock as a grant for board service, bringing his directly held shares to 21,320 common shares.
The award is structured as restricted stock units that vest on the first anniversary of the grant date, subject to continued service and meeting attendance requirements. In addition, filings show 314 common shares held indirectly through his spouse and 4,848 common shares held indirectly through Anggus Enterprises.
Barnwell Julian Forrest Jr. reported acquisition or exercise transactions in this Form 4 filing.
Burke & Herbert Financial Services Corp. director Julian F. Barnwell Jr. reported an equity compensation grant on common stock. He received 1,000 restricted stock units for service as a director at a price of $0.00 per share.
The units vest on the first anniversary of the grant date, subject to continued board service and satisfaction of attendance requirements. Following this grant, he directly holds 27,580 shares of common stock. The filing also lists indirect holdings in several trusts for which he serves as trustee, including irrevocable, charitable lead, and family trusts.
Burke James Mason reported acquisition or exercise transactions in this Form 4 filing.
Burke & Herbert Financial Services Corp. director James Mason Burke reported a compensation-related equity award and his updated holdings. He received 1,000 shares of Common Stock as a grant for board service, with total directly held shares rising to 9,480. A separate line shows 259,980 shares of Common Stock held indirectly as co-trustee for The Burke Living Trust. The footnote explains these are restricted stock units granted for service as a director, vesting on the first anniversary of the grant date, subject to continued service and meeting attendance requirements, indicating a routine, time-based incentive award rather than an open-market purchase.
Anderson Mark Guthrie reported acquisition or exercise transactions in this Form 4 filing.
Burke & Herbert Financial Services Corp. director Anderson Mark Guthrie reported an award of 1,000 shares of common stock on June 19, 2026. The filing shows this as a compensation-related grant with no cash price per share and indicates his direct holdings increased to 28,700 shares.
A footnote explains these are restricted stock units granted for board service, vesting on the first anniversary of the grant date, contingent on continued service and meeting attendance requirements.
McLaughlin Shawn Patrick reported acquisition or exercise transactions in this Form 4 filing.
Burke & Herbert Financial Services Corp. director Shawn Patrick McLaughlin reported an equity award of 1,000 shares of common stock in the form of restricted stock units for his board service. The units were granted at no purchase price and will vest on the first anniversary of the grant date, subject to continued service and attendance requirements. Following this award, his direct holdings increased to 70,000 common shares, while an affiliated company, McLaughlin Ryder Investments, Inc., holds an additional 1,000 shares indirectly.
Hinson Samuel Laing III reported acquisition or exercise transactions in this Form 4 filing.
Burke & Herbert Financial Services Corp. director Samuel Laing Hinson III reported an award of 1,000 restricted stock units of common stock for board service. These units vest on the first anniversary of the grant date, subject to continued service and attendance requirements. Following the award, he directly holds 28,560 shares of common stock and has additional indirect holdings of 33,602 shares through Kedge Capital, LLC and 31,040 shares through S.L. Hinson Associates, LLLP.
Burke & Herbert Financial Services Corp. director Jose David Riojas received an award of 1,000 shares of common stock as a grant for board service. The award was at a stated price of $0.00 per share and is characterized as a grant or other acquisition rather than an open-market purchase.
Following this grant, his direct ownership increased to 12,500 shares of common stock. The filing also reports indirect ownership of 20,000 shares of common stock held by the Jose and Susan Riojas Joint Revocable Trust, providing additional long-term exposure to the company’s stock.
A related footnote explains that the award represents restricted stock units granted for service as a director, which vest on the first anniversary of the grant date, subject to continued service and satisfaction of attendance requirements. This indicates the compensation is performance- and service-based rather than immediate unrestricted equity.
Burke & Herbert Financial Services Corp. director David Wilson reported his initial holdings of the company’s Common Stock, mainly through indirect accounts and entities. He lists shares held as custodian for several minors under UGMA, as well as positions owned by entities such as ADBM Landholdings, LLC and by his spouse, alongside a direct holding of 22,348 shares.