---
schema_version: "secwatch.filing_event.v1"
accession: "0001964333-23-000216"
form_type: "8-K"
ticker: "BHRB"
cik: "0001964333"
company_name: "Burke & Herbert Financial Services Corp."
filed_at: "2023-11-20T23:59:59+00:00"
generated_at: "2026-06-07T23:36:53.986231+00:00"
event_type: "m_and_a"
sentiment: "neutral"
materiality_score: 0.6
calibrated_materiality_score: 0.6
confidence: "medium"
source: SEC EDGAR
---

# Burke & Herbert provides Q3 2023 investor deck highlighting pending merger with Summit Financial

## Summary
- All-stock merger of equals with Summit Financial Group (SMMF) announced Aug 24, 2023.
- Combined company would have over $8B in assets, >75 branches across five states.
- Completion subject to stockholder and regulatory approvals; 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.

## SEC filing metadata
- accession: 0001964333-23-000216
- form_type: 8-K
- ticker: BHRB
- cik: 0001964333
- company_name: Burke & Herbert Financial Services Corp.
- filed_at: 2023-11-20T23:59:59+00:00
- event_type: m_and_a
- sentiment: neutral
- materiality_score: 0.6
- calibrated_materiality_score: 0.6
- confidence: medium
- sec_items: 7.01, 9.01
- EDGAR index: https://www.sec.gov/Archives/edgar/data/1964333/000196433323000216/0001964333-23-000216-index.htm
- EDGAR primary document: https://www.sec.gov/Archives/edgar/data/1964333/000196433323000216/bhrb-20231120.htm

## Machine-readable alternates
- HTML: https://secwatch.observer/filing/0001964333-23-000216
- JSON: https://secwatch.observer/filing/0001964333-23-000216.json
- Plain text: https://secwatch.observer/filing/0001964333-23-000216.txt

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