secwatch.observer — SEC 8-K summary ====================================== Issuer: Burke & Herbert Financial Services Corp. (BHRB) CIK: 0001964333 Form: 8-K/A Filed at: 2024-07-11T23:59:59+00:00 Accession: 0001964333-24-000294 Event type: m_and_a Sentiment: neutral Materiality: 0.55 Item codes: 9.01 LLM model: deepseek-v4-flash:cloud@v2 Burke & Herbert posts pro forma combined results after Summit merger completion ------------------------------------------------------------------------------- - 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. Source: EDGAR index: https://www.sec.gov/Archives/edgar/data/1964333/000196433324000294/0001964333-24-000294-index.htm Primary doc: https://www.sec.gov/Archives/edgar/data/1964333/000196433324000294/bhrb-20240503.htm HTML page: https://secwatch.observer/filing/0001964333-24-000294 License: Source filings: public domain (SEC EDGAR). Summaries (headline + bullets): CC-BY-4.0; attribute https://secwatch.observer