{"filings":[{"id":1481478,"accession_number":"0001964333-26-000080","cik":1964333,"company_name":"Burke & Herbert Financial Services Corp.","ticker":"BHRB","form_type":"8-K","filed_at":"2026-07-07T12:31:10+00:00","items":["5.02","9.01"],"status":"ready","headline":"President H. Charles Maddy III retires; separation agreement provides $558K severance, accelerated PRSUs","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Retirement effective June 30, 2026; separation agreement signed July 6, 2026.","Cash severance of $558,334.40 (10 months base salary) plus vehicle transfer valued at $58,400.","Accelerated vesting of 6,673.32 performance-based restricted stock units under Merger Incentive Plan.","COBRA coverage for 10 months and retirement gift of approximately $35,375.","Maddy also receives existing benefits from prior employment agreements assumed by the Company."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.5,"calibrated_materiality_score":0.5,"market_cap_usd":1266213885.4025319,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":1222597,"accession_number":"0001964333-26-000076","cik":1964333,"company_name":"Burke & Herbert Financial Services Corp.","ticker":"BHRB","form_type":"8-K","filed_at":"2026-06-23T20:18:55+00:00","items":["5.02","9.01"],"status":"ready","headline":"Burke & Herbert appoints CFO Roy Halyama as President; Maddy retiring June 30","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Roy Halyama, current EVP and CFO, appointed President of Burke & Herbert Financial Services Corp. and its bank subsidiary, effective July 1, 2026.","Appointment follows previously announced retirement of H. Charles Maddy, III as President effective June 30, 2026.","Halyama has served as CFO since 2021; no modifications to his compensation were made in connection with this appointment.","No family relationships or material transactions subject to disclosure under Item 404(a) exist."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.6,"calibrated_materiality_score":0.6,"market_cap_usd":1266213885.4025319,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":1138277,"accession_number":"0001964333-26-000072","cik":1964333,"company_name":"Burke & Herbert Financial Services Corp.","ticker":"BHRB","form_type":"8-K","filed_at":"2026-06-18T20:05:22+00:00","items":["5.07","9.01"],"status":"ready","headline":"Shareholders elect all 14 directors, ratify auditor, approve say-on-pay at annual meeting","summary_kind":"llm","event_type":"other","confidence":"high","bullets":["All 14 director nominees elected with votes ranging from 7.4M to 8.9M for; broker non-votes of ~2.6M on each.","Ratification of Crowe LLP as auditor: 11.44M for, 47.7K against, 19.7K abstain.","Advisory vote on executive compensation approved: 8.64M for, 215K against, 54.4K abstain.","Advisory vote on frequency of say-on-pay: 4.82M for 1 year, 3.93M for 3 years; 1-year option adopted."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.1,"calibrated_materiality_score":0.1,"market_cap_usd":1266213885.4025319,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":96966,"accession_number":"0001964333-26-000060","cik":1964333,"company_name":"Burke & Herbert Financial Services Corp.","ticker":"BHRB","form_type":"8-K","filed_at":"2026-05-01T23:59:59+00:00","items":["2.01","5.02","5.03","8.01","9.01"],"status":"ready","headline":"Burke & Herbert completes merger with LINKBANCORP; appoints COO, CFO","summary_kind":"llm","event_type":"m_and_a","confidence":"high","bullets":["Merger closed May 1, 2026: LNKB shareholders received 0.1350 BHRB shares per LNKB share; ~5.1M BHRB shares issued as consideration.","Carl Lundblad appointed EVP and COO; Joseph Hager moves to Chief Operations Officer.","Kirtan Parikh appointed CFO effective July 1, 2026; current CFO Roy Halyama to become President.","Diane Poillon and Kristen Snyder appointed to BHRB board; board size increased to 17.","Bylaws amended to remove director range; board now authorized to set number of directors."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.8,"calibrated_materiality_score":0.8,"market_cap_usd":1266213885.4025319,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":96965,"accession_number":"0001964333-26-000037","cik":1964333,"company_name":"Burke & Herbert Financial Services Corp.","ticker":"BHRB","form_type":"8-K","filed_at":"2026-04-23T23:59:59+00:00","items":["2.02","7.01","8.01","9.01"],"status":"ready","headline":"Burke & Herbert Q1 net income $27.1M, EPS $1.79; NIM 4.09%; declares $0.55 dividend; LINKBANK merger approved","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Net income $27.1M; diluted EPS $1.79; adjusted EPS $1.87.","Net interest margin 4.09%; ROATCE 13.87% (adjusted 14.44%).","Loan portfolio $5.4B, deposits $6.3B; well-capitalized CET1 13.8%.","Regular $0.55 quarterly dividend payable June 1, record May 15.","Merger with LINKBANCORP (LNKB) received regulatory approval on April 13."],"consensus_eps_estimate":null,"consensus_eps_actual":1.79,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":"2026-Q1","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":1266213885.4025319,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":96964,"accession_number":"0001964333-26-000031","cik":1964333,"company_name":"Burke & Herbert Financial Services Corp.","ticker":"BHRB","form_type":"8-K","filed_at":"2026-04-13T23:59:59+00:00","items":["8.01","9.01"],"status":"ready","headline":"Burke & Herbert and LINKBANCORP receive all regulatory approvals; merger closes May 1","summary_kind":"llm","event_type":"m_and_a","confidence":"high","bullets":["All required regulatory approvals or waivers for the merger have been received.","Closing is expected on May 1, 2026, subject to customary closing conditions.","Merger was originally announced on December 18, 2025."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":1266213885.4025319,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":111353,"accession_number":"0001964333-26-000027","cik":1964333,"company_name":"Burke & Herbert Financial Services Corp.","ticker":"BHRB","form_type":"8-K","filed_at":"2026-03-25T23:59:59+00:00","items":["5.07","8.01","9.01"],"status":"ready","headline":"Burke & Herbert and LINKBANCORP shareholders approve merger; regulatory approvals pending","summary_kind":"llm","event_type":"m_and_a","confidence":"high","bullets":["BHRB shareholders voted 9,963,159 for, 94,232 against, 107,963 abstained to approve merger with LNKB.","LNKB shareholders also approved the merger at their special meeting held March 25, 2026.","Closing remains subject to regulatory approvals and other customary closing conditions.","Merger agreement originally signed December 18, 2025; transaction structure unchanged."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":1266213885.4025319,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":111352,"accession_number":"0001964333-26-000021","cik":1964333,"company_name":"Burke & Herbert Financial Services Corp.","ticker":"BHRB","form_type":"8-K","filed_at":"2026-03-13T23:59:59+00:00","items":["5.02","9.01"],"status":"ready","headline":"Burke & Herbert appoints two LNKB directors to board; three directors to depart","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Diane Poillon and Kristen Snyder, current LNKB directors, appointed to BHRB board effective upon merger close.","Poillon (56) has served on LNKB board since 2019; Snyder (41) since 2021 (post-GNB merger).","Jill S. Upson will not stand for re-election at 2026 annual meeting; no disagreement cited.","Directors Oscar M. Bean and Gary L. Hinkle not nominated for re-election due to age limit.","Poillon and Snyder appointed to Audit Committee of BHRB Board, effective at merger close."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.45,"calibrated_materiality_score":0.45,"market_cap_usd":1266213885.4025319,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":111351,"accession_number":"0001964333-26-000008","cik":1964333,"company_name":"Burke & Herbert Financial Services Corp.","ticker":"BHRB","form_type":"8-K","filed_at":"2026-01-28T23:59:59+00:00","items":["5.02","9.01"],"status":"ready","headline":"President & director H. Charles Maddy III to retire June 30, 2026; CFO Roy Halyama named successor","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Maddy to retire as President and not seek re-election to board effective June 30, 2026; remains bank director and foundation chair.","Roy E. Halyama, current EVP & CFO, anticipated to become President after 2026 annual meeting.","2026 incentive plan: annual targets based on EPS (35%), ROE (30%), NPA (15%), customer service/goals (20%).","Named executives: Boyle (80%/120% STI/LTI), Halyama (70%/90%), Maddy (100%/0% LTI); RSU/PRSU shares detailed.","Retirement not due to disagreement; extended notice to assist with LINKBANCORP merger integration."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.55,"calibrated_materiality_score":0.55,"market_cap_usd":1266213885.4025319,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":111350,"accession_number":"0001964333-26-000005","cik":1964333,"company_name":"Burke & Herbert Financial Services Corp.","ticker":"BHRB","form_type":"8-K","filed_at":"2026-01-22T23:59:59+00:00","items":["2.02","7.01","8.01","9.01"],"status":"ready","headline":"Burke & Herbert Q4 net income $30M, EPS $1.98; full-year EPS $7.72; $0.55 dividend","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Q4 2025 net income applicable to common shares $30.0M, diluted EPS $1.98; ROAA 1.49%, ROAE 14.14%.","Full year net income $116.4M, diluted EPS $7.72; ROAA 1.48%, ROAE 14.76%.","Net interest margin (non-GAAP) 4.11% for Q4, 4.14% for full year; total loans $5.4B, deposits $6.4B.","Capital ratios strong: CET1 13.2%, Total RBC 15.9%, leverage 10.9%; asset quality improved.","Board declared $0.55/share regular quarterly dividend, payable March 2, 2026, record February 13, 2026."],"consensus_eps_estimate":null,"consensus_eps_actual":7.72,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":"2025-FY","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.7,"calibrated_materiality_score":0.7,"market_cap_usd":1266213885.4025319,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":127962,"accession_number":"0001964333-25-000262","cik":1964333,"company_name":"Burke & Herbert Financial Services Corp.","ticker":"BHRB","form_type":"8-K","filed_at":"2025-12-23T23:59:59+00:00","items":["5.02","9.01"],"status":"ready","headline":"Burke & Herbert amends SERP, terminates rabbi trust for Summit merger","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Amendment waives requirement to maintain rabbi trust for SERP benefits tied to May 2024 Summit merger.","Full vesting of Normal Retirement Benefit for participants (including H. Charles Maddy III) remains intact.","Trust assets to be returned to Bank; new rabbi trust required upon future change in control of Bank.","SERP continues as unfunded nonqualified plan under Section 409A; all other provisions unchanged."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.25,"calibrated_materiality_score":0.25,"market_cap_usd":1266213885.4025319,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":127961,"accession_number":"0001964333-25-000256","cik":1964333,"company_name":"Burke & Herbert Financial Services Corp.","ticker":"BHRB","form_type":"8-K","filed_at":"2025-12-18T23:59:59+00:00","items":["1.01","5.03","7.01","9.01"],"status":"ready","headline":"Burke & Herbert (BHRB) to acquire LINKBANCORP (LNKB) in all-stock merger; 0.1350 exchange ratio","summary_kind":"llm","event_type":"m_and_a","confidence":"high","bullets":["Each LNKB share converts into 0.1350 BHRB shares; cash for fractional shares; tax-free reorganization intended.","Termination fee of $14.2 million payable by either party under certain circumstances.","Two LNKB directors to join BHRB board; LNKB CEO Andrew Samuel becomes Senior Advisor at surviving bank.","Support agreements with directors of both companies to vote in favor of the merger.","BHRB amended bylaws to fix board size at 5-15 directors and removed Summit merger provisions."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.8,"calibrated_materiality_score":0.8,"market_cap_usd":1266213885.4025319,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":127960,"accession_number":"0001964333-25-000240","cik":1964333,"company_name":"Burke & Herbert Financial Services Corp.","ticker":"BHRB","form_type":"8-K","filed_at":"2025-10-29T23:59:59+00:00","items":["5.02","9.01"],"status":"ready","headline":"Burke & Herbert amends CEO & CFO employment agreements with new salary, incentive, severance terms","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["CEO David Boyle base salary $875,000; CFO Roy Halyama $450,000, effective Oct 28, 2025.","Target annual incentive: 70% of base for Boyle, 60% for Halyama, beginning 2026.","Severance on non-CIC termination: 2x base + target incentive; on CIC: Boyle 3x, Halyama 2.99x.","Agreements have three-year terms with auto-renewal; include non-compete, non-solicit, non-disparagement clauses."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.3,"calibrated_materiality_score":0.3,"market_cap_usd":1266213885.4025319,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":127959,"accession_number":"0001964333-25-000237","cik":1964333,"company_name":"Burke & Herbert Financial Services Corp.","ticker":"BHRB","form_type":"8-K","filed_at":"2025-10-23T23:59:59+00:00","items":["2.02","7.01","8.01","9.01"],"status":"ready","headline":"Burke & Herbert Q3 net income $29.7M, EPS $1.97 flat QoQ; declares $0.55 dividend","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Diluted EPS of $1.97, net income $29.7M, unchanged from Q2 2025.","Net interest margin (non-GAAP) 4.08%; loans $5.6B, deposits $6.4B.","Quarterly dividend $0.55/share, payable Dec 1, 2025 to holders of record Nov 14.","CET1 ratio 12.7%, total risk-based capital 15.4%, leverage ratio 10.7%.","New branch opened in Bethesda, MD; Virginia expansion exceeding expectations."],"consensus_eps_estimate":null,"consensus_eps_actual":5.74,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":"2025-Q3","consensus_source":"xbrl_only","sentiment":"neutral","materiality_score":0.55,"calibrated_materiality_score":0.55,"market_cap_usd":1266213885.4025319,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":144739,"accession_number":"0001964333-25-000223","cik":1964333,"company_name":"Burke & Herbert Financial Services Corp.","ticker":"BHRB","form_type":"8-K","filed_at":"2025-07-24T23:59:59+00:00","items":["2.02","7.01","8.01","9.01"],"status":"ready","headline":"BHRB Q2 net income $29.7M, EPS $1.97, declares $0.55 dividend","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Net income applicable to common shares $29.7M, diluted EPS $1.97, up from $27.0M ($1.80) in Q1 2025.","Net interest margin (non-GAAP) 4.17% for Q2 2025; total loans $5.6B, deposits $6.4B, loan-to-deposit ratio 87.5%.","Well-capitalized: CET1 ratio 12.2%, total risk-based capital 15.3%, leverage ratio 10.4%, total liquidity $4.4B.","Board declared regular quarterly dividend of $0.55/share, payable Sep 2, 2025 to holders of record Aug 15, 2025."],"consensus_eps_estimate":null,"consensus_eps_actual":3.77,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":"2025-Q2","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":1266213885.4025319,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":163138,"accession_number":"0001964333-25-000185","cik":1964333,"company_name":"Burke & Herbert Financial Services Corp.","ticker":"BHRB","form_type":"8-K","filed_at":"2025-05-23T23:59:59+00:00","items":["5.07","9.01"],"status":"ready","headline":"Shareholders reelect 15 directors and ratify Crowe LLP as auditor at 2025 annual meeting","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["All 15 director nominees elected with votes for ranging from 7.20M to 7.39M; broker non-votes of ~3.31M on each.","Ratification of Crowe LLP as auditor for FY 2025 approved: 10,729,761 for, 36,354 against, 31,359 abstained.","Meeting held May 22, 2025; 10,797,474 shares represented, quorum from 14,982,807 outstanding."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.25,"calibrated_materiality_score":0.15,"market_cap_usd":1266213885.4025319,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":163137,"accession_number":"0001964333-25-000146","cik":1964333,"company_name":"Burke & Herbert Financial Services Corp.","ticker":"BHRB","form_type":"8-K","filed_at":"2025-04-25T23:59:59+00:00","items":["2.02","7.01","8.01","9.01"],"status":"ready","headline":"Burke & Herbert Q1 EPS $1.80, net income $27.0M; declares $0.55 dividend, authorizes $50M buyback","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Q1 net income $27.0M ($1.80 diluted EPS) vs Q4 2024 $19.6M ($1.30); adjusted EPS $1.77.","Net interest margin (NIM) 4.18%; loans $5.6B, deposits $6.5B, loan-to-deposit 86.3%.","Capital ratios: CET1 11.7%, total RBC 14.7%, leverage 10.1%; ample liquidity $4.2B.","Board declared $0.55/share quarterly dividend, payable June 2, record May 15, 2025.","New $50M share repurchase program authorized; timing discretionary based on market conditions."],"consensus_eps_estimate":null,"consensus_eps_actual":1.8,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":"2025-Q1","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":1266213885.4025319,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":163136,"accession_number":"0001964333-25-000132","cik":1964333,"company_name":"Burke & Herbert Financial Services Corp.","ticker":"BHRB","form_type":"8-K","filed_at":"2025-04-21T23:59:59+00:00","items":["5.02","9.01"],"status":"ready","headline":"Burke & Herbert appoints Kip Huffman as SVP and Chief Accounting Officer","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Huffman, CPA, appointed CAO effective April 21, 2025; brings nearly 20 years of accounting experience.","Previously served as SVP and CAO at ACNB Bank; prior CAO at Freedom Bank of Virginia.","Awarded 1,000 restricted stock units with 3-year cliff vest; eligible for Management Incentive Plan.","No family relationships with directors or officers; no material transactions under Item 404(a)."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.3,"calibrated_materiality_score":0.3,"market_cap_usd":1266213885.4025319,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":181056,"accession_number":"0001964333-25-000122","cik":1964333,"company_name":"Burke & Herbert Financial Services Corp.","ticker":"BHRB","form_type":"8-K","filed_at":"2025-03-19T23:59:59+00:00","items":["5.02","9.01"],"status":"ready","headline":"Burke & Herbert CAO Julie Markwood to depart Apr 2; Kirtan Parikh remains interim CAO","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Julie Markwood, CAO since 2005 and 37-year employee, unable to resume duties after medical leave.","Employment ceases effective April 2, 2025; Kirtan Parikh continues as Interim CAO.","Company expresses deep regret and gratitude for her contributions."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.5,"calibrated_materiality_score":0.5,"market_cap_usd":1266213885.4025319,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":181055,"accession_number":"0001964333-25-000074","cik":1964333,"company_name":"Burke & Herbert Financial Services Corp.","ticker":"BHRB","form_type":"8-K","filed_at":"2025-03-06T23:59:59+00:00","items":["7.01","8.01","9.01"],"status":"ready","headline":"Burke & Herbert appoints Robert Hintelmann as EVP and Chief Credit Officer effective March 17","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Robert V. \"Cedar\" Hintelmann Jr. appointed EVP and Chief Credit Officer.","Over 25 years of credit experience; most recently EVP and Deputy Credit Officer at a super-regional Mid-Atlantic bank.","Will oversee credit policy and risk management for the loan portfolio.","CEO David Boyle cites Hintelmann's experience as integral to growth plans."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.6,"calibrated_materiality_score":0.6,"market_cap_usd":1266213885.4025319,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":181052,"accession_number":"0001964333-25-000048","cik":1964333,"company_name":"Burke & Herbert Financial Services Corp.","ticker":"BHRB","form_type":"8-K/A","filed_at":"2025-01-30T23:59:59+00:00","items":["8.01","9.01"],"status":"ready","headline":"Burke & Herbert corrects 2025 annual meeting date to Thursday, May 22","summary_kind":"llm","event_type":"other","confidence":"high","bullets":["Annual meeting set for Thursday, May 22, 2025 at 8:00 a.m. ET, corrected from Tuesday.","Record date for voting: March 14, 2025.","Shareholder proposals under Rule 14a-8 due by February 21, 2025.","Director nominations outside Rule 14a-8 also due by February 21, 2025.","Meeting location: Burke & Herbert Corporate Center, Alexandria, VA 22315."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.15,"calibrated_materiality_score":0.15,"market_cap_usd":1266213885.4025319,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":181054,"accession_number":"0001964333-25-000043","cik":1964333,"company_name":"Burke & Herbert Financial Services Corp.","ticker":"BHRB","form_type":"8-K","filed_at":"2025-01-29T23:59:59+00:00","items":["5.02","8.01","9.01"],"status":"ready","headline":"Director Jason Kitzmiller to not stand for re-election; 2025 annual meeting set for May 22","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Jason A. Kitzmiller will not stand for re-election at the 2025 Annual Meeting; he continues until his term expires.","2025 Annual Meeting scheduled for Tuesday, May 22, 2025 at 8:00 a.m. ET in Alexandria, VA.","Record date for voting is March 14, 2025.","Shareholder proposals for inclusion in proxy must be received by February 21, 2025."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.15,"calibrated_materiality_score":0.15,"market_cap_usd":1266213885.4025319,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":181053,"accession_number":"0001964333-25-000014","cik":1964333,"company_name":"Burke & Herbert Financial Services Corp.","ticker":"BHRB","form_type":"8-K","filed_at":"2025-01-24T23:59:59+00:00","items":["2.02","7.01","8.01","9.01"],"status":"ready","headline":"Burke & Herbert Q4 adj. EPS $1.77, GAAP EPS $1.30; FY adj. EPS $7.01","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Q4 net income applicable to common shares $19.6M; adj. operating net income $26.6M.","FY 2024 net income $35.0M ($2.82 diluted); adj. net income $87.2M ($7.01 diluted).","Quarterly cash dividend of $0.55 per share declared, payable March 3, 2025 to Feb 14 record holders.","Total gross loans $5.7B, deposits $6.5B; loan-to-deposit ratio 87.1% as of Dec 31, 2024.","Well-capitalized with CET1 ratio 11.5%, total risk-based capital 14.6%, leverage ratio 9.8%."],"consensus_eps_estimate":null,"consensus_eps_actual":2.82,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":"2024-FY","consensus_source":"xbrl_only","sentiment":"neutral","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":1266213885.4025319,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":197937,"accession_number":"0001964333-24-000372","cik":1964333,"company_name":"Burke & Herbert Financial Services Corp.","ticker":"BHRB","form_type":"8-K","filed_at":"2024-12-03T23:59:59+00:00","items":["5.02","9.01"],"status":"ready","headline":"Chief Accounting Officer Julie Markwood on medical leave; Kirtan Parikh named interim CAO","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Julie R. Markwood, Chief Accounting Officer, is taking temporary medical leave effective Dec 3, 2024.","Kirtan Parikh, previously Director of Strategy, named Interim Chief Accounting Officer of both Bank and Company.","Parikh previously served as CAO before the Summit Community Bank merger on May 3, 2024."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.35,"calibrated_materiality_score":0.35,"market_cap_usd":1266213885.4025319,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":197936,"accession_number":"0001964333-24-000365","cik":1964333,"company_name":"Burke & Herbert Financial Services Corp.","ticker":"BHRB","form_type":"8-K","filed_at":"2024-11-13T23:59:59+00:00","items":["5.02","9.01"],"status":"ready","headline":"BHRB Chief Credit Officer to retire Dec 31; anticipates separation agreement","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Jeffrey A. Welch, Chief Credit Officer of Burke & Herbert Bank, to retire effective Dec 31, 2024.","Retirement is part of the Bank's overall succession plan; he will continue in role until year-end.","He will continue in Management Incentive Plan and Supplemental Executive Retirement Plan until retirement.","Anticipated separation agreement includes one year salary continuation plus benefits and vesting of time-based RSUs.","Agreement will include customary confidentiality, non-disparagement, and non-solicitation provisions for one year post-retirement."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.5,"calibrated_materiality_score":0.5,"market_cap_usd":1266213885.4025319,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":197935,"accession_number":"0001964333-24-000354","cik":1964333,"company_name":"Burke & Herbert Financial Services Corp.","ticker":"BHRB","form_type":"8-K","filed_at":"2024-10-25T23:59:59+00:00","items":["2.02","7.01","8.01","9.01"],"status":"ready","headline":"Burke & Herbert Q3 EPS $1.82; declares $0.55 dividend, up 3.8% QoQ","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Net income $27.4M ($1.82 diluted EPS); adjusted net income $29.8M ($1.98 diluted EPS).","Net interest margin (FTE) 4.07% on net interest income $73.2M.","Dividend increased 3.8% to $0.55/share, payable Dec 2 to holders of record Nov 15.","Total loans $5.6B, deposits $6.6B; loan-to-deposit ratio 84.4%.","Well-capitalized with CET1 ratio 11.3% and leverage ratio 9.6%."],"consensus_eps_estimate":null,"consensus_eps_actual":1.33,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":"2024-Q3","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.7,"calibrated_materiality_score":0.7,"market_cap_usd":1266213885.4025319,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":214102,"accession_number":"0001964333-24-000305","cik":1964333,"company_name":"Burke & Herbert Financial Services Corp.","ticker":"BHRB","form_type":"8-K","filed_at":"2024-07-26T23:59:59+00:00","items":["2.02","7.01","8.01","9.01"],"status":"ready","headline":"Burke & Herbert reports Q2 GAAP net loss of $17.1M; adjusted EPS $2.04 on $397M merger","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Net loss of $17.1M ($1.41 diluted loss per share); adjusted operating net income of $25.0M ($2.04 diluted EPS).","Net interest income $59.8M; net interest margin (FTE) 4.06%. Provision for credit losses $23.9M including $29.5M CECL Day 2 non-PCD provision.","Completed Summit merger on May 3 for ~$397.4M aggregate consideration; recorded $32.8M preliminary goodwill.","Total assets >$7.8B; loans $5.6B, deposits $6.6B; loan-to-deposit ratio 84.6%; CET1 ratio 10.9%.","Board declared $0.53 per share quarterly dividend, payable Sept 3 to holders of record Aug 15."],"consensus_eps_estimate":null,"consensus_eps_actual":-1.22,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":"2024-Q2","consensus_source":"xbrl_only","sentiment":"negative","materiality_score":0.8,"calibrated_materiality_score":0.8,"market_cap_usd":1266213885.4025319,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":214101,"accession_number":"0001964333-24-000300","cik":1964333,"company_name":"Burke & Herbert Financial Services Corp.","ticker":"BHRB","form_type":"8-K","filed_at":"2024-07-16T23:59:59+00:00","items":["5.03","5.07","9.01"],"status":"ready","headline":"Burke & Herbert shareholders approve doubling authorized common stock to 40M shares","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Shareholders voted 9,948,922 for, 1,025,871 against to amend Articles, increasing authorized shares from 20M to 40M.","All 16 director nominees elected to one-year terms; Georgette R. George received highest support (7,865,360 votes).","Ratification of Crowe LLP as independent auditor approved: 11,005,877 for, 27,805 against.","Amendment effective July 15, 2024; Board had approved on March 28, 2024.","Shares outstanding on record date May 7, 2024: 14,847,927."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.3,"calibrated_materiality_score":0.3,"market_cap_usd":1266213885.4025319,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":214100,"accession_number":"0001964333-24-000294","cik":1964333,"company_name":"Burke & Herbert Financial Services Corp.","ticker":"BHRB","form_type":"8-K/A","filed_at":"2024-07-11T23:59:59+00:00","items":["9.01"],"status":"ready","headline":"Burke & Herbert posts pro forma combined results after Summit merger completion","summary_kind":"llm","event_type":"m_and_a","confidence":"high","bullets":["Pro forma total assets $8.22B, deposits $6.73B, net loans $5.59B as of March 31, 2024.","Pro forma Q1 2024 net income applicable to common $29.1M, EPS $1.96 diluted.","FY2023 pro forma net income applicable to common $55.5M, EPS $3.80 diluted.","Goodwill of $34.5M recorded; total purchase consideration ~$397.4M at exchange ratio 0.5043."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.55,"calibrated_materiality_score":0.55,"market_cap_usd":1266213885.4025319,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":214099,"accession_number":"0001964333-24-000292","cik":1964333,"company_name":"Burke & Herbert Financial Services Corp.","ticker":"BHRB","form_type":"8-K/A","filed_at":"2024-07-10T23:59:59+00:00","items":["9.01"],"status":"ready","headline":"Burke & Herbert pro forma shows combined assets $8.2B, Q1 2024 net income $29.3M post-Summit merger","summary_kind":"llm","event_type":"m_and_a","confidence":"high","bullets":["Total pro forma assets $8.196B, loans $5.558B, deposits $6.731B as of March 31, 2024.","Pro forma net income for Q1 2024: $29.3M ($1.96 basic EPS); FY2023: $56.4M ($3.80 basic EPS).","Total purchase consideration $397.4M; goodwill of $34.5M recorded from the merger.","Pro forma excludes cost savings or revenue enhancements; final purchase accounting subject to change.","Exchange ratio 0.5043 BHRB shares per Summit share; merger closed May 3, 2024."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.65,"calibrated_materiality_score":0.65,"market_cap_usd":1266213885.4025319,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":233320,"accession_number":"0001964333-24-000216","cik":1964333,"company_name":"Burke & Herbert Financial Services Corp.","ticker":"BHRB","form_type":"8-K/A","filed_at":"2024-05-09T23:59:59+00:00","items":["5.02"],"status":"ready","headline":"Burke & Herbert board committee assignments for eight new directors finalized","summary_kind":"llm","event_type":"other","confidence":"high","bullets":["Audit Committee: Georgette R. George, Gary L. Hinkle, Jason A. Kitzmiller, Charles S. Piccirillo.","Compensation Committee: Oscar M. Bean, James P. Geary II.","Nominating and Governance Committee: James P. Geary II, Charles S. Piccirillo.","Enterprise Risk Management Committee: Oscar M. Bean, Jill S. Upson, Jason A. Kitzmiller, Gary L. Hinkle."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.25,"calibrated_materiality_score":0.25,"market_cap_usd":1266213885.4025319,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":233323,"accession_number":"0001964333-24-000129","cik":1964333,"company_name":"Burke & Herbert Financial Services Corp.","ticker":"BHRB","form_type":"8-K","filed_at":"2024-05-03T23:59:59+00:00","items":["2.01","2.03","3.03","5.02","5.03","8.01","9.01"],"status":"ready","headline":"Burke & Herbert completes merger with Summit; 0.5043 exchange ratio, ~7.4M shares issued","summary_kind":"llm","event_type":"m_and_a","confidence":"high","bullets":["Summit shareholders received 0.5043 BHRB shares per Summit share; aggregate consideration ~7,406,521 BHRB shares.","Board expanded to 16 directors: 8 from each legacy company; David Boyle remains CEO, H. Charles Maddy appointed President.","Assumed $105M subordinated notes (5% due 2030, 3.25% due 2031) and ~$19.6M trust preferred securities.","Created new Series 2021 Preferred Stock (1,500 shares, $10k liquidation preference, 6% non-cumulative).","Merger Incentive Plan approved; top executives have target incentives: Boyle $2.97M, Maddy $1.3M."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":1.0,"calibrated_materiality_score":1.0,"market_cap_usd":1266213885.4025319,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":233322,"accession_number":"0001964333-24-000093","cik":1964333,"company_name":"Burke & Herbert Financial Services Corp.","ticker":"BHRB","form_type":"8-K","filed_at":"2024-04-26T23:59:59+00:00","items":["2.02","7.01","8.01","9.01"],"status":"ready","headline":"Burke & Herbert reports Q1 net income $5.2M; merger with Summit expected May 3","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Net income $5.2M ($0.69 diluted EPS) vs $5.1M prior qtr, $7.5M year-ago; adjusted EPS $0.76.","Final regulatory approval received for merger with Summit Financial (SMMF); expected close May 3, 2024.","Combined company will have >$8B assets, >75 branches across VA, WV, MD, DE, KY.","Board declared $0.53/share quarterly dividend, payable June 3 to holders of record May 15.","Loans up 8.5% YoY; deposits stable at $3.0B; CET1 ratio 16.6%, well-capitalized."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.85,"calibrated_materiality_score":0.85,"market_cap_usd":1266213885.4025319,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":233321,"accession_number":"0001964333-24-000090","cik":1964333,"company_name":"Burke & Herbert Financial Services Corp.","ticker":"BHRB","form_type":"8-K","filed_at":"2024-04-19T23:59:59+00:00","items":["8.01","9.01"],"status":"ready","headline":"Burke & Herbert gets all regulatory approvals for Summit merger; close May 3, 2024","summary_kind":"llm","event_type":"m_and_a","confidence":"high","bullets":["Received all required regulatory approvals/waivers for merger with Summit Financial Group (SMMF).","Merger expected to close on May 3, 2024, subject to customary closing conditions.","Annual shareholder meeting set for July 15, 2024; record date May 7, 2024.","Transaction described as a merger of equals, announced August 24, 2023."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":1266213885.4025319,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":251439,"accession_number":"0001964333-24-000045","cik":1964333,"company_name":"Burke & Herbert Financial Services Corp.","ticker":"BHRB","form_type":"8-K","filed_at":"2024-02-06T23:59:59+00:00","items":["7.01","9.01"],"status":"ready","headline":"BHRB files Q4 2023 investor deck; merger with Summit still pending","summary_kind":"llm","event_type":"other_material","confidence":"low","bullets":["Presentation dated Feb 6, 2024, provides Q4 2023 update.","Merger with Summit (SMMF) announced Aug 2023 remains subject to regulatory approvals.","Pro forma combined assets exceed $8B with over 75 branches in five states.","All-stock merger of equals expected to close upon customary conditions.","Specific Q4 financial figures (EPS, revenue) not extractable from provided exhibit text."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.3,"calibrated_materiality_score":0.3,"market_cap_usd":1266213885.4025319,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":251438,"accession_number":"0001964333-24-000030","cik":1964333,"company_name":"Burke & Herbert Financial Services Corp.","ticker":"BHRB","form_type":"8-K","filed_at":"2024-01-26T23:59:59+00:00","items":["2.02","8.01","9.01"],"status":"ready","headline":"Burke & Herbert Financial Services Corp. Reports Q4 2023 Net Income of $5.1M and Declares $0.53 Dividend","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Q4 2023 net income was $5.1M ($0.67 diluted EPS) vs $4.1M in Q3 2023 and $13.4M in Q4 2022; full-year net income $22.7M.","Board declared a regular quarterly cash dividend of $0.53 per share, payable March 1, 2024 to shareholders of record Feb 15, 2024.","Total deposits increased $16.3M to $3.0B, loan-to-deposit ratio 70%; total liquidity $959.5M at quarter-end.","Shareholders approved merger with Summit Financial Group (SMMF) on Dec 6, 2023; closing subject to regulatory approvals.","Company remains well-capitalized with Common Equity Tier 1 ratio of 16.8% and leverage ratio of 11.3%."],"consensus_eps_estimate":null,"consensus_eps_actual":3.02,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":"2023-FY","consensus_source":"xbrl_only","sentiment":"neutral","materiality_score":0.9,"calibrated_materiality_score":0.9,"market_cap_usd":1266213885.4025319,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":268980,"accession_number":"0001628280-23-040989","cik":1964333,"company_name":"Burke & Herbert Financial Services Corp.","ticker":"BHRB","form_type":"8-K","filed_at":"2023-12-07T23:59:59+00:00","items":["5.07","8.01","9.01"],"status":"ready","headline":"Burke & Herbert and Summit shareholders approve merger; 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timeline not specified.","Presentation likely includes Q3 2023 financials, but specific results not disclosed in filing text.","Filed under Regulation FD; company disclaims materiality of information furnished."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.6,"calibrated_materiality_score":0.6,"market_cap_usd":1266213885.4025319,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":268978,"accession_number":"0001964333-23-000208","cik":1964333,"company_name":"Burke & Herbert Financial Services Corp.","ticker":"BHRB","form_type":"8-K","filed_at":"2023-10-27T23:59:59+00:00","items":["2.02","8.01","9.01"],"status":"ready","headline":"Burke & Herbert Q3 net income $4.1M ($0.55 EPS); declares $0.53 dividend; 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