---
schema_version: "secwatch.filing_event.v1"
accession: "0001964333-24-000045"
form_type: "8-K"
ticker: "BHRB"
cik: "0001964333"
company_name: "Burke & Herbert Financial Services Corp."
filed_at: "2024-02-06T23:59:59+00:00"
generated_at: "2026-06-06T08:37:21.806811+00:00"
event_type: "other_material"
sentiment: "neutral"
materiality_score: 0.3
calibrated_materiality_score: 0.3
confidence: "low"
source: SEC EDGAR
---

# BHRB files Q4 2023 investor deck; merger with Summit still pending

## Summary
- 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.

## SEC filing metadata
- accession: 0001964333-24-000045
- form_type: 8-K
- ticker: BHRB
- cik: 0001964333
- company_name: Burke & Herbert Financial Services Corp.
- filed_at: 2024-02-06T23:59:59+00:00
- event_type: other_material
- sentiment: neutral
- materiality_score: 0.3
- calibrated_materiality_score: 0.3
- confidence: low
- sec_items: 7.01, 9.01
- EDGAR index: https://www.sec.gov/Archives/edgar/data/1964333/000196433324000045/0001964333-24-000045-index.htm
- EDGAR primary document: https://www.sec.gov/Archives/edgar/data/1964333/000196433324000045/bhrb-20240206.htm

## Machine-readable alternates
- HTML: https://secwatch.observer/filing/0001964333-24-000045
- JSON: https://secwatch.observer/filing/0001964333-24-000045.json
- Plain text: https://secwatch.observer/filing/0001964333-24-000045.txt

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