8-K/A
filed July 10, 2024, 7:59 PM ET
ticker BHRB
CIK 0001964333
M&A
confidence high
sentiment neutral
materiality 0.65
Burke & Herbert pro forma shows combined assets $8.2B, Q1 2024 net income $29.3M post-Summit merger
Burke & Herbert Financial Services Corp.
- Total pro forma assets $8.196B, loans $5.558B, deposits $6.731B as of March 31, 2024.
- Pro forma net income for Q1 2024: $29.3M ($1.96 basic EPS); FY2023: $56.4M ($3.80 basic EPS).
- Total purchase consideration $397.4M; goodwill of $34.5M recorded from the merger.
- Pro forma excludes cost savings or revenue enhancements; final purchase accounting subject to change.
- Exchange ratio 0.5043 BHRB shares per Summit share; merger closed May 3, 2024.
Machine-readable event card
- schema_version
- secwatch.filing_event.v1
- accession
- 0001964333-24-000292
- form_type
- 8-K/A
- ticker
- BHRB
- cik
- 0001964333
- company_name
- Burke & Herbert Financial Services Corp.
- filed_at
- 2024-07-10T23:59:59+00:00
- discovered_at
- 2026-05-14T18:03:15.285680+00:00
- generated_at
- 2026-05-31T22:17:11.653665+00:00
- sec_items
- ["9.01"]
- event_type
- m_and_a
- sentiment
- neutral
- materiality_score
- 0.65
- calibrated_materiality_score
- 0.65
- confidence
- high
- secwatch_canonical_url
- https://secwatch.observer/filing/0001964333-24-000292
- json_url
- https://secwatch.observer/filing/0001964333-24-000292.json
- markdown_url
- https://secwatch.observer/filing/0001964333-24-000292.md
- text_url
- https://secwatch.observer/filing/0001964333-24-000292.txt
- edgar_index_url
- https://www.sec.gov/Archives/edgar/data/1964333/000196433324000292/0001964333-24-000292-index.htm
- edgar_primary_document_url
- https://www.sec.gov/Archives/edgar/data/1964333/000196433324000292/bhrb-20240503.htm
- generated_by_model
- deepseek-v4-flash:cloud@v2
- review_status
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- corrected
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