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Burke & Herbert Financial Services Corp. filed an initial insider ownership report for Diane Poillon, who is identified as a director of the company. The Form 3 does not list any stock transactions or current holdings, serving only to establish her status as an insider.
Burke & Herbert Financial Services Corp. reported that Kristen Snyder is a director of the company through a Form 3 insider filing. The filing lists her as a reporting person but shows no common stock or derivative transactions, indicating this is an initial status report rather than a trade disclosure.
Burke & Herbert Financial Services Corp. executive Carl D. Lundblad, who serves as EVP and Chief Operating Officer, has filed an initial insider ownership report. This Form 3 filing lists no buy, sell, gift, exercise, or other share transactions and shows no derivative positions.
Burke & Herbert Financial Services Corp. completed its merger with LINKBANCORP, Inc. and the related bank merger effective May 1, 2026. Each LNKB common share was converted into 0.1350 shares of Burke & Herbert common stock, with total merger consideration of approximately 5,102,855 Burke & Herbert shares.
Outstanding LNKB restricted shares and RSUs fully vested and received Burke & Herbert stock, while LNKB options and warrants were converted into instruments over Burke & Herbert shares using the same 0.1350 exchange ratio. Two former LNKB directors joined the Burke & Herbert board, and three LINKBANK leaders assumed senior roles at Burke & Herbert Bank, including Andrew Samuel as Senior Advisor and Carl Lundblad as Executive Vice President and Chief Operating Officer.
Lundblad’s employment agreement provides a $494,400 base salary, a target annual incentive of at least 60% of base salary, a one-time cash payment of $1,146,074, and an RSU award valued at $617,117. The board amended and restated its bylaws to allow the board to set its own size and increased the number of directors to seventeen. Burke & Herbert also announced the planned appointment of Kirtan Parikh as Executive Vice President and Chief Financial Officer effective July 1, 2026.
Burke & Herbert Financial Services Corp. is asking shareholders to vote at its 2026 virtual annual meeting on June 18, 2026. Holders of 15,046,137 common shares outstanding as of April 10, 2026 may elect 14 directors, ratify Crowe LLP as auditor, and cast advisory votes on executive pay and the frequency of future say‑on‑pay votes.
The Board recommends voting for all director nominees, for Crowe LLP, for approving named executive officer compensation, and for holding say‑on‑pay votes every three years. The proxy describes board structure, committee responsibilities, director independence, diversity, and risk oversight. It also details significant shareholders, with BlackRock Inc. and The Vanguard Group each owning over 5% of the stock, and shows directors, nominees and executives collectively holding 11.99% of shares.
Burke & Herbert Financial Services Corp. director Shawn Patrick McLaughlin reported an open-market purchase of common stock. He bought 1,000 shares at a weighted average price of $63.5479 per share, increasing his direct holdings to 69,000 shares of common stock.
In addition to his direct position, 1,000 shares are held indirectly through McLaughlin Ryder Investments, Inc., an affiliated company. The purchase price reflects multiple trades executed between $63.53 and $63.55 per share.
Burke & Herbert Financial Services Corp. director Shawn Patrick McLaughlin reported buying 1,000 shares of common stock in an open-market transaction at $64.80 per share. After this purchase, he directly owns 68,000 common shares and is also associated with an additional 1,000 shares held indirectly through McLaughlin Ryder Investments, Inc.
Burke & Herbert Financial Services Corp. reported solid first-quarter 2026 results, with net income applicable to common shares of $27.1 million and diluted EPS of $1.79. Annualized return on average assets was 1.39% and return on average equity was 12.62%, supported by a net interest margin of 4.09%.
Loans ended the quarter at $5.4 billion and deposits at $6.3 billion, for a loan-to-deposit ratio of 85.4%. Capital remained strong, with an estimated Common Equity Tier 1 ratio of 13.8% and total risk-based capital ratio of 16.5%. The board declared a regular quarterly cash dividend of $0.55 per share, payable on June 1, 2026 to shareholders of record on May 15, 2026.
The company also highlighted regulatory approval for its planned acquisition of LINKBANCORP, Inc., with the merger expected to close on May 1, 2026, subject to customary conditions, positioning the combined bank at about $11 billion in assets.
Burke & Herbert Financial Services Corp. reported that it has received all required regulatory approvals or waivers to complete its previously announced merger with LINKBANCORP, Inc. The merger is expected to close on May 1, 2026, pending satisfaction of customary closing conditions.
The companies restate that the transaction is governed by their Agreement and Plan of Merger dated December 18, 2025, and include forward-looking statement cautions highlighting that timing and completion remain subject to various risks and uncertainties.