---
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"
generated_at: "2026-05-31T22:17:11.653665+00:00"
event_type: "m_and_a"
sentiment: "neutral"
materiality_score: 0.65
calibrated_materiality_score: 0.65
confidence: "high"
source: SEC EDGAR
---

# Burke & Herbert pro forma shows combined assets $8.2B, Q1 2024 net income $29.3M post-Summit merger

## Summary
- 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.

## SEC filing metadata
- 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
- event_type: m_and_a
- sentiment: neutral
- materiality_score: 0.65
- calibrated_materiality_score: 0.65
- confidence: high
- sec_items: 9.01
- EDGAR index: https://www.sec.gov/Archives/edgar/data/1964333/000196433324000292/0001964333-24-000292-index.htm
- EDGAR primary document: https://www.sec.gov/Archives/edgar/data/1964333/000196433324000292/bhrb-20240503.htm

## Machine-readable alternates
- HTML: https://secwatch.observer/filing/0001964333-24-000292
- JSON: https://secwatch.observer/filing/0001964333-24-000292.json
- Plain text: https://secwatch.observer/filing/0001964333-24-000292.txt

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