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.
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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.
Burke & Herbert Financial Services Corp. director Diane Poillon reported equity awards tied to the merger of LINKBANCORP into Burke & Herbert effective May 1, 2026. She acquired 1,928 shares of common stock as a grant/award and now holds 1,928 shares directly.
Poillon was also granted 675 stock options for Burke & Herbert common stock, each with a $74.08 exercise price and expiring on June 14, 2029. These options cover 675 underlying common shares and are held directly as part of her director compensation and merger-related equity conversion.
Burke & Herbert Financial Services Corp. director Kristen Snyder received 8,418 shares of BHRB common stock. The shares were acquired at no cash price as a grant/award related to the completion of a merger.
According to the merger terms, each of Snyder’s 62,358 shares of LINKBANCORP, Inc. common stock outstanding on the May 1, 2026 closing date was converted into the right to receive 0.1350 shares of BHRB common stock, with cash paid instead of any fractional shares. Following this transaction, Snyder directly holds 8,418 BHRB shares.
Burke & Herbert Financial Services Corp. EVP and Chief Operating Officer Carl D. Lundblad reported equity awards tied to the merger of LINKBANCORP, Inc. into Burke & Herbert effective May 1, 2026. Each LNKB share was converted into the right to receive 0.1350 shares of Burke & Herbert common stock.
Lundblad acquired 10,485 shares of common stock held directly and 1,710 shares held indirectly through an IRA. He also received warrants for 8,100 underlying common shares and stock options for 4,050 underlying common shares, both with a $74.0800 exercise price and expirations in 2029.