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. 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.
The Vanguard Group filed Amendment No. 1 to a Schedule 13G/A for Burke & Herbert Financial Services Corp reporting beneficial ownership of 0% — 0 shares of Common Stock as of 03/13/2026. The filing explains an internal realignment on 01/12/2026 that disaggregated certain subsidiaries' holdings from The Vanguard Group, Inc.
Burke & Herbert Financial Services Corp. reported that its shareholders approved the proposed merger with LINKBANCORP, Inc. at a special meeting held on March 25, 2026. Of 15,034,778 voting common shares outstanding as of the record date, 10,165,354 were represented, constituting a quorum.
The merger proposal received 9,963,159 votes for, 94,232 against, and 107,963 abstentions, so it passed by a wide margin. Burke & Herbert and LINK also announced that LINK shareholders approved the combination. The merger still requires regulatory approvals and satisfaction of other customary closing conditions before it can be completed.
Burke & Herbert Financial Services Corp. outlined board changes tied to its pending merger with LINKBANCORP, Inc. The company’s board has appointed LNKB directors Diane Poillon and Kristen Snyder to join the surviving corporation’s board and Audit Committee, effective upon completion of the merger, and plans to amend its bylaws to expand the board.
The filing also notes that director Jill S. Upson will not stand for re-election at the 2026 annual meeting, and directors Oscar M. Bean and Gary L. Hinkle are expected not to be renominated due to reaching the board’s age limit. The company states Upson’s decision is not due to any disagreement with the company or its leadership.
Burke & Herbert Financial Services Corp. executive Rowan Shannon Barrow, EVP of Wealth Services, acquired 63 shares of common stock through the company’s 2023 Employee Stock Purchase Plan at a price of $54.026 per share.
Following this ESPP purchase for the period from September 1, 2025 through February 28, 2026, Barrow directly holds a total of 5,123 common shares.