---
schema_version: "secwatch.filing_event.v1"
accession: "0001964333-25-000262"
form_type: "8-K"
ticker: "BHRB"
cik: "0001964333"
company_name: "Burke & Herbert Financial Services Corp."
filed_at: "2025-12-23T23:59:59+00:00"
generated_at: "2026-05-16T12:19:53.055253+00:00"
event_type: "other_material"
sentiment: "neutral"
materiality_score: 0.25
calibrated_materiality_score: 0.25
confidence: "high"
source: SEC EDGAR
---

# Burke & Herbert amends SERP, terminates rabbi trust for Summit merger

## Summary
- Amendment waives requirement to maintain rabbi trust for SERP benefits tied to May 2024 Summit merger.
- Full vesting of Normal Retirement Benefit for participants (including H. Charles Maddy III) remains intact.
- Trust assets to be returned to Bank; new rabbi trust required upon future change in control of Bank.
- SERP continues as unfunded nonqualified plan under Section 409A; all other provisions unchanged.

## SEC filing metadata
- accession: 0001964333-25-000262
- form_type: 8-K
- ticker: BHRB
- cik: 0001964333
- company_name: Burke & Herbert Financial Services Corp.
- filed_at: 2025-12-23T23:59:59+00:00
- event_type: other_material
- sentiment: neutral
- materiality_score: 0.25
- calibrated_materiality_score: 0.25
- confidence: high
- sec_items: 5.02, 9.01
- EDGAR index: https://www.sec.gov/Archives/edgar/data/1964333/000196433325000262/0001964333-25-000262-index.htm
- EDGAR primary document: https://www.sec.gov/Archives/edgar/data/1964333/000196433325000262/bhrb-20251219.htm

## Machine-readable alternates
- HTML: https://secwatch.observer/filing/0001964333-25-000262
- JSON: https://secwatch.observer/filing/0001964333-25-000262.json
- Plain text: https://secwatch.observer/filing/0001964333-25-000262.txt

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