---
schema_version: "secwatch.filing_event.v1"
accession: "0001964333-23-000203"
form_type: "8-K"
ticker: "BHRB"
cik: "0001964333"
company_name: "Burke & Herbert Financial Services Corp."
filed_at: "2023-10-02T23:59:59+00:00"
generated_at: "2026-06-10T06:34:11.310811+00:00"
event_type: "m_and_a"
sentiment: "neutral"
materiality_score: 0.55
calibrated_materiality_score: 0.55
confidence: "high"
source: SEC EDGAR
---

# Burke & Herbert and Summit file regulatory material for merger; Q1 2024 close

## Summary
- BHRB and SMMF submitted regulatory filings (including S-4) on Oct 2, 2023 for the merger announced Aug 24, 2023.
- Merger expected to close in Q1 2024, subject to regulatory and shareholder approvals.
- No changes to deal terms disclosed in this procedural update.
- Combined company will expand footprint across Virginia, West Virginia, and Maryland.

## SEC filing metadata
- accession: 0001964333-23-000203
- form_type: 8-K
- ticker: BHRB
- cik: 0001964333
- company_name: Burke & Herbert Financial Services Corp.
- filed_at: 2023-10-02T23:59:59+00:00
- event_type: m_and_a
- sentiment: neutral
- materiality_score: 0.55
- calibrated_materiality_score: 0.55
- confidence: high
- sec_items: 7.01, 9.01
- EDGAR index: https://www.sec.gov/Archives/edgar/data/1964333/000196433323000203/0001964333-23-000203-index.htm
- EDGAR primary document: https://www.sec.gov/Archives/edgar/data/1964333/000196433323000203/bhrb-20230929.htm

## Machine-readable alternates
- HTML: https://secwatch.observer/filing/0001964333-23-000203
- JSON: https://secwatch.observer/filing/0001964333-23-000203.json
- Plain text: https://secwatch.observer/filing/0001964333-23-000203.txt

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