---
schema_version: "secwatch.filing_event.v1"
accession: "0001964333-24-000294"
form_type: "8-K/A"
ticker: "BHRB"
cik: "0001964333"
company_name: "Burke & Herbert Financial Services Corp."
filed_at: "2024-07-11T23:59:59+00:00"
generated_at: "2026-05-31T21:52:59.239522+00:00"
event_type: "m_and_a"
sentiment: "neutral"
materiality_score: 0.55
calibrated_materiality_score: 0.55
confidence: "high"
source: SEC EDGAR
---

# Burke & Herbert posts pro forma combined results after Summit merger completion

## Summary
- Pro forma total assets $8.22B, deposits $6.73B, net loans $5.59B as of March 31, 2024.
- Pro forma Q1 2024 net income applicable to common $29.1M, EPS $1.96 diluted.
- FY2023 pro forma net income applicable to common $55.5M, EPS $3.80 diluted.
- Goodwill of $34.5M recorded; total purchase consideration ~$397.4M at exchange ratio 0.5043.

## SEC filing metadata
- accession: 0001964333-24-000294
- form_type: 8-K/A
- ticker: BHRB
- cik: 0001964333
- company_name: Burke & Herbert Financial Services Corp.
- filed_at: 2024-07-11T23:59:59+00:00
- event_type: m_and_a
- sentiment: neutral
- materiality_score: 0.55
- calibrated_materiality_score: 0.55
- confidence: high
- sec_items: 9.01
- EDGAR index: https://www.sec.gov/Archives/edgar/data/1964333/000196433324000294/0001964333-24-000294-index.htm
- EDGAR primary document: https://www.sec.gov/Archives/edgar/data/1964333/000196433324000294/bhrb-20240503.htm

## Machine-readable alternates
- HTML: https://secwatch.observer/filing/0001964333-24-000294
- JSON: https://secwatch.observer/filing/0001964333-24-000294.json
- Plain text: https://secwatch.observer/filing/0001964333-24-000294.txt

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