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. Executive Vice President and Chief Financial Officer Roy Eugene Halyama reported a tax-related share disposition in company common stock. On this Form 4, 2,649 shares were surrendered at a value of $64.64 per share to cover tax obligations rather than being sold on the open market. After this non-market tax-withholding transaction, he directly holds 21,054 shares of Burke & Herbert common stock.
Burke & Herbert Financial Services Corp. executive reports routine tax-related share disposition. EVP and Chief Lending Officer Bradford E. Ritchie had 659 shares of Common Stock withheld at a price of $64.64 per share to cover tax obligations. Following this non-market tax-withholding disposition, he directly holds 23,078 Common Stock shares.
Burke & Herbert Financial Services Corp. executive Rowan Shannon Barrow, EVP of Wealth Services, reported a compensation-related share transfer. On this Form 4, 211 shares of common stock were disposed of at $64.64 per share to cover tax obligations, leaving Barrow with 4,912 directly held shares. This tax-withholding disposition is an administrative event rather than an open-market trade.
Burke & Herbert Financial Services Corp. executive Lauren N. Kimlel, EVP of Branch Banking, reported a tax-related share disposition. On May 3, 2026, 269 shares of common stock were withheld at $64.64 per share to cover tax obligations, a routine non-market transaction. After this withholding, she directly owned 3,579 common shares.
Hintelmann Robert Victor Jr. reported acquisition or exercise transactions in this Form 4 filing.
Burke & Herbert Financial Services Corp. granted Chief Credit Officer Robert Victor Hintelmann Jr. 2,850 time-based restricted stock units. These RSUs vest in three annual installments beginning on May 3, 2027, subject to continued employment, and will be settled in common stock within 60 days after each vesting date. Following this award, he holds 8,474 shares directly.
Burke & Herbert Financial Services Corp. executive Angela R. Zirk reported a routine tax-related share disposition. On a Form 4, 142 shares of common stock were used to satisfy tax obligations at a value of $64.64 per share. After this tax-withholding disposition, she directly holds 2,870 common shares and indirectly holds 1,928 shares through an IRA.
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.