---
schema_version: "secwatch.filing_event.v1"
accession: "0001628280-23-040989"
form_type: "8-K"
ticker: "BHRB"
cik: "0001964333"
company_name: "Burke & Herbert Financial Services Corp."
filed_at: "2023-12-07T23:59:59+00:00"
generated_at: "2026-06-07T16:31:10.222150+00:00"
event_type: "m_and_a"
sentiment: "positive"
materiality_score: 0.6
calibrated_materiality_score: 0.6
confidence: "high"
source: SEC EDGAR
---

# Burke & Herbert and Summit shareholders approve merger; closing awaits regulatory nods

## Summary
- Both BHRB and SMMF shareholders voted to approve the merger at special meetings on December 6, 2023.
- BHRB votes: 5,228,384 for, 111,412 against, 58,278 abstentions; quorum of 5,398,074 shares present.
- The merger remains subject to regulatory approvals and other customary closing conditions.
- Merger agreement dated August 24, 2023; no changes to deal terms announced in the filing.

## SEC filing metadata
- accession: 0001628280-23-040989
- form_type: 8-K
- ticker: BHRB
- cik: 0001964333
- company_name: Burke & Herbert Financial Services Corp.
- filed_at: 2023-12-07T23:59:59+00:00
- event_type: m_and_a
- sentiment: positive
- materiality_score: 0.6
- calibrated_materiality_score: 0.6
- confidence: high
- sec_items: 5.07, 8.01, 9.01
- EDGAR index: https://www.sec.gov/Archives/edgar/data/1964333/000162828023040989/0001628280-23-040989-index.htm
- EDGAR primary document: https://www.sec.gov/Archives/edgar/data/1964333/000162828023040989/bhrb-20231206.htm

## Machine-readable alternates
- HTML: https://secwatch.observer/filing/0001628280-23-040989
- JSON: https://secwatch.observer/filing/0001628280-23-040989.json
- Plain text: https://secwatch.observer/filing/0001628280-23-040989.txt

## Key facts
- Shareholder Votes
  Burke & Herbert Financial Services Corp. shareholders approved Approve the Agreement and Plan of Reorganization and accompanying Plan of Merger with Summit Financial Group, Inc. at the 2023-12-06 meeting.
  - Proposal: merger approval
  - Outcome: passed
  - Meeting: 2023-12-06
  source text: Proposal 1: Burke & Herbert Merger Proposal. A proposal to approve the Agreement and Plan of Reorganization and accompanying Plan of Merger, dated as of August 24, 2023, by and between Burke & Herbert and Summit, and the other transactions contemplated by the merger agreement, pursuant to which Summit will merge with and into Burke & Herbert, as more fully described in the joint proxy statement/prospectus (the “Burke & Herbert merger proposal”). Common Stock Votes For Votes Against Votes Abstained Broker Non Votes Common Stock 5,228,384 111,412 58,278 —
  evidence_url: https://www.sec.gov/Archives/edgar/data/1964333/000162828023040989/0001628280-23-040989-index.htm

This AI-assisted summary is a reading aid. Review the linked SEC EDGAR filing before relying on any specific claim.