---
schema_version: "secwatch.filing_event.v1"
accession: "0001964333-24-000090"
form_type: "8-K"
ticker: "BHRB"
cik: "0001964333"
company_name: "Burke & Herbert Financial Services Corp."
filed_at: "2024-04-19T23:59:59+00:00"
generated_at: "2026-06-03T17:00:07.578703+00:00"
event_type: "m_and_a"
sentiment: "positive"
materiality_score: 0.75
calibrated_materiality_score: 0.75
confidence: "high"
source: SEC EDGAR
---

# Burke & Herbert gets all regulatory approvals for Summit merger; close May 3, 2024

## Summary
- 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.

## SEC filing metadata
- accession: 0001964333-24-000090
- form_type: 8-K
- ticker: BHRB
- cik: 0001964333
- company_name: Burke & Herbert Financial Services Corp.
- filed_at: 2024-04-19T23:59:59+00:00
- event_type: m_and_a
- sentiment: positive
- materiality_score: 0.75
- calibrated_materiality_score: 0.75
- confidence: high
- sec_items: 8.01, 9.01
- EDGAR index: https://www.sec.gov/Archives/edgar/data/1964333/000196433324000090/0001964333-24-000090-index.htm
- EDGAR primary document: https://www.sec.gov/Archives/edgar/data/1964333/000196433324000090/bhrb-20240419.htm

## Machine-readable alternates
- HTML: https://secwatch.observer/filing/0001964333-24-000090
- JSON: https://secwatch.observer/filing/0001964333-24-000090.json
- Plain text: https://secwatch.observer/filing/0001964333-24-000090.txt

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