BHRB Burke & Herbert Financial Services Corp.

CIK 0001964333 47 ready 8-Ks latest July 7, 2026, 8:31 AM ET RSS · JSON

Activity: ELEVATED 3 filings / 30d vs 1 baseline Risk accumulating: repeated leadership change (8)

Ready 8-Ks 47

Latest filing July 7, 2026, 8:31 AM ET

Top materiality 1.00

Event mix m_and_a ×13 · earnings ×13 · leadership ×10

Sentiment 16 pos · 2 neg · 29 neu

Latest earnings reported 2026-Q1

Executive change recent →

Recent 8-K filings for BHRB

Highest-materiality recent filing

Burke & Herbert completes merger with Summit; 0.5043 exchange ratio, ~7.4M shares issued

May 3, 2024, 7:59 PM ET M&A materiality 1.00 positive item 2.01 item 2.03 item 3.03 item 5.02 item 5.03 item 8.01 item 9.01 ◈ executive_change ×14◈ Debt Financings ×5◈ Governance Changes ×2◈ M&A Transactions

Summit shareholders received 0.5043 BHRB shares per Summit share; aggregate consideration ~7,406,521 BHRB shares.
Board expanded to 16 directors: 8 from each legacy company; David Boyle remains CEO, H. Charles Maddy appointed President.

Read filing →

July 7, 2026, 8:31 AM ET leadership materiality 0.50 neutral item 5.02 item 9.01

President H. Charles Maddy III retires; separation agreement provides $558K severance, accelerated PRSUs

Retirement effective June 30, 2026; separation agreement signed July 6, 2026.
June 23, 2026, 4:18 PM ET leadership materiality 0.60 neutral item 5.02 item 9.01 ◈ executive_change ×2

Burke & Herbert appoints CFO Roy Halyama as President; Maddy retiring June 30

Roy Halyama, current EVP and CFO, appointed President of Burke & Herbert Financial Services Corp. and its bank subsidiary, effective July 1, 2026.
June 18, 2026, 4:05 PM ET other materiality 0.10 neutral item 5.07 item 9.01 ◈ Shareholder Votes ×4

Shareholders elect all 14 directors, ratify auditor, approve say-on-pay at annual meeting

All 14 director nominees elected with votes ranging from 7.4M to 8.9M for; broker non-votes of ~2.6M on each.
May 1, 2026, 7:59 PM ET M&A materiality 0.80 positive item 2.01 item 5.02 item 5.03 item 8.01 item 9.01 ◈ executive_change ×6◈ M&A Transactions

Burke & Herbert completes merger with LINKBANCORP; appoints COO, CFO

Merger closed May 1, 2026: LNKB shareholders received 0.1350 BHRB shares per LNKB share; ~5.1M BHRB shares issued as consideration.
April 23, 2026, 7:59 PM ET earnings materiality 0.75 positive item 2.02 item 7.01 item 8.01 item 9.01 ◈ Earnings Releases

Burke & Herbert Q1 net income $27.1M, EPS $1.79; NIM 4.09%; declares $0.55 dividend; LINKBANK merger approved

Net income $27.1M; diluted EPS $1.79; adjusted EPS $1.87.
April 13, 2026, 7:59 PM ET M&A materiality 0.75 positive item 8.01 item 9.01

Burke & Herbert and LINKBANCORP receive all regulatory approvals; merger closes May 1

All required regulatory approvals or waivers for the merger have been received.
March 25, 2026, 7:59 PM ET M&A materiality 0.75 positive item 5.07 item 8.01 item 9.01

Burke & Herbert and LINKBANCORP shareholders approve merger; regulatory approvals pending

BHRB shareholders voted 9,963,159 for, 94,232 against, 107,963 abstained to approve merger with LNKB.
March 13, 2026, 7:59 PM ET leadership materiality 0.45 neutral item 5.02 item 9.01

Burke & Herbert appoints two LNKB directors to board; three directors to depart

Diane Poillon and Kristen Snyder, current LNKB directors, appointed to BHRB board effective upon merger close.
January 28, 2026, 6:59 PM ET leadership materiality 0.55 neutral item 5.02 item 9.01

President & director H. Charles Maddy III to retire June 30, 2026; CFO Roy Halyama named successor

Maddy to retire as President and not seek re-election to board effective June 30, 2026; remains bank director and foundation chair.
January 22, 2026, 6:59 PM ET earnings materiality 0.70 positive item 2.02 item 7.01 item 8.01 item 9.01

Burke & Herbert Q4 net income $30M, EPS $1.98; full-year EPS $7.72; $0.55 dividend

Q4 2025 net income applicable to common shares $30.0M, diluted EPS $1.98; ROAA 1.49%, ROAE 14.14%.
December 23, 2025, 6:59 PM ET other material materiality 0.25 neutral item 5.02 item 9.01

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

Amendment waives requirement to maintain rabbi trust for SERP benefits tied to May 2024 Summit merger.
December 18, 2025, 6:59 PM ET M&A materiality 0.80 neutral item 1.01 item 5.03 item 7.01 item 9.01 ◈ Governance Changes◈ Material Agreements

Burke & Herbert (BHRB) to acquire LINKBANCORP (LNKB) in all-stock merger; 0.1350 exchange ratio

Each LNKB share converts into 0.1350 BHRB shares; cash for fractional shares; tax-free reorganization intended.
October 29, 2025, 7:59 PM ET other material materiality 0.30 neutral item 5.02 item 9.01

Burke & Herbert amends CEO & CFO employment agreements with new salary, incentive, severance terms

CEO David Boyle base salary $875,000; CFO Roy Halyama $450,000, effective Oct 28, 2025.
October 23, 2025, 7:59 PM ET earnings materiality 0.55 neutral item 2.02 item 7.01 item 8.01 item 9.01

Burke & Herbert Q3 net income $29.7M, EPS $1.97 flat QoQ; declares $0.55 dividend

Diluted EPS of $1.97, net income $29.7M, unchanged from Q2 2025.
July 24, 2025, 7:59 PM ET earnings materiality 0.75 positive item 2.02 item 7.01 item 8.01 item 9.01

BHRB Q2 net income $29.7M, EPS $1.97, declares $0.55 dividend

Net income applicable to common shares $29.7M, diluted EPS $1.97, up from $27.0M ($1.80) in Q1 2025.
May 23, 2025, 7:59 PM ET other material materiality 0.15 neutral item 5.07 item 9.01

Shareholders reelect 15 directors and ratify Crowe LLP as auditor at 2025 annual meeting

All 15 director nominees elected with votes for ranging from 7.20M to 7.39M; broker non-votes of ~3.31M on each.
April 25, 2025, 7:59 PM ET earnings materiality 0.75 positive item 2.02 item 7.01 item 8.01 item 9.01

Burke & Herbert Q1 EPS $1.80, net income $27.0M; declares $0.55 dividend, authorizes $50M buyback

Q1 net income $27.0M ($1.80 diluted EPS) vs Q4 2024 $19.6M ($1.30); adjusted EPS $1.77.
April 21, 2025, 7:59 PM ET leadership materiality 0.30 neutral item 5.02 item 9.01 ◈ executive_change

Burke & Herbert appoints Kip Huffman as SVP and Chief Accounting Officer

Huffman, CPA, appointed CAO effective April 21, 2025; brings nearly 20 years of accounting experience.
March 19, 2025, 7:59 PM ET leadership materiality 0.50 neutral item 5.02 item 9.01 ◈ executive_change

Burke & Herbert CAO Julie Markwood to depart Apr 2; Kirtan Parikh remains interim CAO

Julie Markwood, CAO since 2005 and 37-year employee, unable to resume duties after medical leave.
March 6, 2025, 6:59 PM ET leadership materiality 0.60 positive item 7.01 item 8.01 item 9.01

Burke & Herbert appoints Robert Hintelmann as EVP and Chief Credit Officer effective March 17

Robert V. "Cedar" Hintelmann Jr. appointed EVP and Chief Credit Officer.
January 30, 2025, 6:59 PM ET other materiality 0.15 neutral item 8.01 item 9.01

Burke & Herbert corrects 2025 annual meeting date to Thursday, May 22

Annual meeting set for Thursday, May 22, 2025 at 8:00 a.m. ET, corrected from Tuesday.
January 29, 2025, 6:59 PM ET leadership materiality 0.15 neutral item 5.02 item 8.01 item 9.01 ◈ executive_change

Director Jason Kitzmiller to not stand for re-election; 2025 annual meeting set for May 22

Jason A. Kitzmiller will not stand for re-election at the 2025 Annual Meeting; he continues until his term expires.
January 24, 2025, 6:59 PM ET earnings materiality 0.75 neutral item 2.02 item 7.01 item 8.01 item 9.01

Burke & Herbert Q4 adj. EPS $1.77, GAAP EPS $1.30; FY adj. EPS $7.01

Q4 net income applicable to common shares $19.6M; adj. operating net income $26.6M.
December 3, 2024, 6:59 PM ET leadership materiality 0.35 neutral item 5.02 item 9.01

Chief Accounting Officer Julie Markwood on medical leave; Kirtan Parikh named interim CAO

Julie R. Markwood, Chief Accounting Officer, is taking temporary medical leave effective Dec 3, 2024.
November 13, 2024, 6:59 PM ET leadership materiality 0.50 neutral item 5.02 item 9.01 ◈ executive_change

BHRB Chief Credit Officer to retire Dec 31; anticipates separation agreement

Jeffrey A. Welch, Chief Credit Officer of Burke & Herbert Bank, to retire effective Dec 31, 2024.
October 25, 2024, 7:59 PM ET earnings materiality 0.70 positive item 2.02 item 7.01 item 8.01 item 9.01

Burke & Herbert Q3 EPS $1.82; declares $0.55 dividend, up 3.8% QoQ

Net income $27.4M ($1.82 diluted EPS); adjusted net income $29.8M ($1.98 diluted EPS).
July 26, 2024, 7:59 PM ET earnings materiality 0.80 negative item 2.02 item 7.01 item 8.01 item 9.01

Burke & Herbert reports Q2 GAAP net loss of $17.1M; adjusted EPS $2.04 on $397M merger

Net loss of $17.1M ($1.41 diluted loss per share); adjusted operating net income of $25.0M ($2.04 diluted EPS).
July 16, 2024, 7:59 PM ET other material materiality 0.30 neutral item 5.03 item 5.07 item 9.01

Burke & Herbert shareholders approve doubling authorized common stock to 40M shares

Shareholders voted 9,948,922 for, 1,025,871 against to amend Articles, increasing authorized shares from 20M to 40M.
July 11, 2024, 7:59 PM ET M&A materiality 0.55 neutral item 9.01

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.
July 10, 2024, 7:59 PM ET M&A materiality 0.65 neutral item 9.01

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

Total pro forma assets $8.196B, loans $5.558B, deposits $6.731B as of March 31, 2024.
May 9, 2024, 7:59 PM ET other materiality 0.25 neutral item 5.02

Burke & Herbert board committee assignments for eight new directors finalized

Audit Committee: Georgette R. George, Gary L. Hinkle, Jason A. Kitzmiller, Charles S. Piccirillo.
May 3, 2024, 7:59 PM ET M&A materiality 1.00 positive item 2.01 item 2.03 item 3.03 item 5.02 item 5.03 item 8.01 item 9.01 ◈ executive_change ×14◈ Debt Financings ×5◈ Governance Changes ×2◈ M&A Transactions

Burke & Herbert completes merger with Summit; 0.5043 exchange ratio, ~7.4M shares issued

Summit shareholders received 0.5043 BHRB shares per Summit share; aggregate consideration ~7,406,521 BHRB shares.
April 26, 2024, 7:59 PM ET other material materiality 0.85 neutral item 2.02 item 7.01 item 8.01 item 9.01 ◈ Earnings Releases

Burke & Herbert reports Q1 net income $5.2M; merger with Summit expected May 3

Net income $5.2M ($0.69 diluted EPS) vs $5.1M prior qtr, $7.5M year-ago; adjusted EPS $0.76.
April 19, 2024, 7:59 PM ET M&A materiality 0.75 positive item 8.01 item 9.01

Burke & Herbert gets all regulatory approvals for Summit merger; close May 3, 2024

Received all required regulatory approvals/waivers for merger with Summit Financial Group (SMMF).
February 6, 2024, 6:59 PM ET other material materiality 0.30 neutral item 7.01 item 9.01

BHRB files Q4 2023 investor deck; merger with Summit still pending

Presentation dated Feb 6, 2024, provides Q4 2023 update.
January 26, 2024, 6:59 PM ET earnings materiality 0.90 neutral item 2.02 item 8.01 item 9.01 ◈ Earnings Releases

Burke & Herbert Financial Services Corp. Reports Q4 2023 Net Income of $5.1M and Declares $0.53 Dividend

Q4 2023 net income was $5.1M ($0.67 diluted EPS) vs $4.1M in Q3 2023 and $13.4M in Q4 2022; full-year net income $22.7M.
December 7, 2023, 6:59 PM ET M&A materiality 0.60 positive item 5.07 item 8.01 item 9.01 ◈ Shareholder Votes

Burke & Herbert and Summit shareholders approve merger; closing awaits regulatory nods

Both BHRB and SMMF shareholders voted to approve the merger at special meetings on December 6, 2023.
November 20, 2023, 6:59 PM ET M&A materiality 0.60 neutral item 7.01 item 9.01

Burke & Herbert provides Q3 2023 investor deck highlighting pending merger with Summit Financial

All-stock merger of equals with Summit Financial Group (SMMF) announced Aug 24, 2023.
October 27, 2023, 7:59 PM ET earnings materiality 0.70 positive item 2.02 item 8.01 item 9.01 ◈ Earnings Releases

Burke & Herbert Q3 net income $4.1M ($0.55 EPS); declares $0.53 dividend; merger with Summit progresses

Q3 2023 net income $4.1M ($0.55 diluted EPS); operating net income $5.6M ($0.75 diluted EPS).
October 2, 2023, 7:59 PM ET M&A materiality 0.55 neutral item 7.01 item 9.01

Burke & Herbert and Summit file regulatory material for merger; Q1 2024 close

BHRB and SMMF submitted regulatory filings (including S-4) on Oct 2, 2023 for the merger announced Aug 24, 2023.
August 25, 2023, 7:59 PM ET M&A materiality 0.75 positive item 1.01 item 7.01 item 8.01 item 9.01 ◈ Material Agreements

BHRB to acquire SMMF in all-stock merger; exchange ratio 0.5043

Each SMMF share converts into 0.5043 BHRB shares; fractional shares paid in cash.
August 24, 2023, 7:59 PM ET M&A materiality 0.85 positive item 8.01 item 9.01

Burke & Herbert to merge with Summit Financial in all-stock deal valued at ~$371.5M

All-stock merger of equals valued at ~$371.5M; Summit shareholders receive 0.5043 BHRB shares per SMMF share.
July 28, 2023, 7:59 PM ET earnings materiality 0.70 negative item 2.02 item 9.01 ◈ Earnings Releases

Burke & Herbert Q2 net income $6.0M, down $4.4M YoY; dividend $0.53/share

Net income $6.0M, down $4.4M from Q2 2022; total non-GAAP revenue $28.4M, down 6% YoY.
July 28, 2023, 7:59 PM ET earnings materiality 0.25 neutral item 7.01 item 9.01

Burke & Herbert Financial Services furnishes Q2 2023 earnings presentation; detailed results not included in filing text

Presentation dated July 28, 2023, made available on the company's investor relations website.
May 26, 2023, 7:59 PM ET other material materiality 0.10 neutral item 7.01 item 9.01

Burke & Herbert Financial Services posts investor presentation; no financial details disclosed

Company furnished investor presentation materials for 2023 meetings.
April 28, 2023, 7:59 PM ET earnings materiality 0.75 neutral item 2.02 item 9.01 ◈ Earnings Releases

Burke & Herbert Q1 net income $7.5M (down $1.6M YoY); declares $0.53 dividend

Net income $7.5M for Q1 2023 vs $9.1M in Q1 2022; total revenue (non-GAAP) $29.0M, up 5% YoY.
April 25, 2023, 7:59 PM ET other material materiality 0.60 positive item 8.01 item 9.01

Burke & Herbert stock to begin trading on Nasdaq Capital Market on April 26 under BHRB

Registration Statement on Form 10 declared effective by SEC on April 21, 2023.