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.
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.
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.