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.
Burke & Herbert Financial Services Corp. reported the results of its Annual Meeting of shareholders held on June 18, 2026. Shareholders voted on board elections, auditor ratification, executive pay, and the frequency of future say-on-pay votes.
Fourteen directors were elected, each receiving more votes for than against; for example, David H. Wilson, Sr. received 8,886,943 votes for and 12,582 against, with 11,655 abstentions and 2,596,996 broker non-votes. Shareholders ratified Crowe LLP as independent registered public accounting firm with 11,440,762 votes for and 47,736 against. They also approved, on an advisory basis, the compensation of named executive officers, with 8,641,259 votes for and 215,477 against.
On the advisory vote regarding the frequency of future say-on-pay votes, a plurality supported an annual vote, with 4,821,756 votes for one year and 3,934,086 for three years. A quorum was present, with 11,508,176 shares represented out of 15,046,137 voting common shares outstanding as of the April 10, 2026 record date.
Burke & Herbert Financial Services Corp. executive Carl D. Lundblad, EVP and Chief Operating Officer, reported a compensation-related stock grant. On June 3, 2026, he received 6.444 restricted stock units, which will vest on June 3, 2029, assuming he continues in service through that date. These restricted stock units convert into common stock on a one-for-one basis once vested. Following this award, he directly holds 26,672 shares of common stock and also has an indirect holding of 1,710 shares through an IRA.
Burke & Herbert Financial Services Corp. director Julian Forrest Barnwell Jr. bought 5,000 shares of common stock in an open‑market transaction at $62.7591 per share. After this purchase, he directly owns 26,580 shares. He also reports indirect holdings through multiple trusts, including 1,000 shares in the Julian F Barnwell Jr Irrevocable Trust, 208,939 shares as trustee for the Patricia Barnwell Irrevocable Trust, 91,361 shares as trustee for the Barnwell Charitable Lead Trust, and 84,083 shares as trustee for the Barnwell Family Trust.
Burke & Herbert Financial Services Corp. director James Mason Burke reported two restructuring transactions involving common stock. Both were coded as “other acquisition or disposition” and each covered 1,000 shares at a reported price of $0.00 per share.
After these moves, he holds 8,480 shares directly and 259,980 shares indirectly as co-trustee for The Burke Living Trust, indicating administrative changes in how his interests are organized rather than open-market buying or selling.
Burke & Herbert Financial Services Corp. director Jill S. Upson reported an open-market sale of 1,112 shares of common stock. The transaction took place on May 20, 2026 at an average price of $63.305 per share. Following this sale, she directly holds 2,000 common shares.
Burke & Herbert Financial Services Corp. executive Carl D. Lundblad reported a new equity award of 9,743 shares of common stock. The shares were acquired as a grant at a price of $0.00 per share, increasing his directly held stake to 20,228 shares.
The filing also lists 1,710 shares of common stock held indirectly through an IRA. A related footnote explains that the grant takes the form of restricted stock units that will vest in two equal annual installments, on the first and second anniversaries of the grant date, and each vested unit will be settled in one share of common stock. This is a compensation-related acquisition rather than an open-market purchase or sale.
Burke & Herbert Financial Services Corp. director Jose David Riojas increased his holdings through two open-market purchases of Common Stock at $62.00 per share. A joint revocable trust for Jose and Susan Riojas bought 1,000 shares, bringing its indirect position to 20,000 shares. Separately, he bought 300 shares in a direct account, raising his direct holdings to 11,500 shares. There are no derivative positions reported in this filing, so these transactions reflect straightforward stock purchases.
Burke & Herbert Financial Services Corp. director Julian Forrest Barnwell Jr. reported an indirect open-market purchase of 5,000 shares of common stock at $63.0464 per share, held as trustee for the Patricia Barnwell Irrevocable Trust, bringing that trust’s holdings to 208,939 shares. The amended Form 4 is filed solely to add the reporting person’s updated power of attorney as an exhibit; the original filing otherwise remains unchanged.
Burke & Herbert Financial Services Corp. director Julian Forrest Barnwell Jr. reported an indirect open-market purchase of Common Stock through the Patricia Barnwell Irrevocable Trust. On May 11, 2026, that trust bought 5,000 shares at $63.0464 per share, bringing its holdings to 208,939 shares.
On the same date, Barnwell also reported indirect holdings of 1,000 shares in the Julian F Barnwell Jr Irrevocable Trust, 91,361 shares as trustee for the Barnwell Charitable Lead Trust, and 84,083 shares as trustee for the Barnwell Family Trust, plus 21,580 shares held directly.
Burke & Herbert Financial Services Corp. reported steady results for the quarter ended March 31, 2026, with net income of $27.3 million, essentially unchanged from $27.2 million a year earlier, and basic earnings per common share of $1.80.
Total assets were $7.93 billion, with loans of $5.40 billion and deposits of $6.33 billion. Net interest income was $71.8 million, slightly below $73.0 million in the prior-year quarter, while non-interest income rose to $12.9 million and non-interest expense increased to $51.4 million.
Comprehensive income fell to $17.3 million, driven by a $10.0 million other comprehensive loss tied mainly to unrealized losses on available-for-sale securities, which totaled $90.4 million. Management attributes these unrealized losses primarily to interest rate movements and recorded no allowance for credit losses on the securities portfolio.
The company remains strongly capitalized, with a consolidated total capital ratio of 16.52% and a common equity Tier 1 ratio of 13.78%, and was categorized as “well capitalized.” On May 1, 2026, after quarter-end, Burke & Herbert completed its stock-for-stock merger with LINKBANCORP, issuing approximately 5.08 million shares.