Welcome to our dedicated page for Burke & Herbert SEC filings (Ticker: BHRB), a comprehensive resource for investors and traders seeking official regulatory documents including 10-K annual reports, 10-Q quarterly earnings, 8-K material events, and insider trading forms.
Burke & Herbert Financial Services Corp. filings document its role as a Virginia bank holding company, the operations of Burke & Herbert Bank & Trust Company, and formal disclosures around community banking results, dividends, governance and capital structure. Form 8-K reports include operating and financial results, Regulation FD materials, cash dividend declarations, material agreements, shareholder voting matters and risk-factor updates.
The filing record also documents completed acquisition and bank-merger activity, including the merger of LINKBANCORP into Burke & Herbert and the merger of LINKBANK into Burke & Herbert Bank & Trust Company. Proxy materials cover board and executive compensation matters, shareholder proposals, voting procedures and governance disclosures for the public holding company.
Burke & Herbert Financial Services Corp. director David Wilson reported an equity award and updated share holdings. He received 1,000 restricted stock units of common stock as compensation for board service at no cash cost, classified as an acquisition. According to the filing, the units vest on the first anniversary of the grant date, subject to continued service and meeting attendance requirements. After the grant, Wilson directly holds 23,348 shares of common stock and also reports several indirect positions, including shares held as custodian for family members, by his spouse, and through entities such as ADBM Landholdings, LLC and A.D.B.M. Properties, LLC.
Snyder Kristen reported acquisition or exercise transactions in this Form 4 filing.
Burke & Herbert Financial Services Corp. director Kristen Snyder received an equity award of 1,000 shares of Common Stock as a grant for board service. According to the footnote, these are restricted stock units that vest on the first anniversary of the grant date, subject to continued service and meeting attendance requirements. Following this award, Snyder holds 9,418 shares of Common Stock directly.
George Georgette R. reported acquisition or exercise transactions in this Form 4 filing.
Burke & Herbert Financial Services Corp. director Georgette R. George reported a compensation-related stock grant. She received 1,000 shares of common stock in the form of restricted stock units, awarded for service as a director.
The units were granted at $0.00 per share and will vest on the first anniversary of the grant date, subject to continued board service and meeting attendance requirements. After this award, she directly holds 22,971 common shares, and additional indirect holdings are reported through entities such as George Brothers Investment Partnership and a 401(k) plan for her spouse.
Geary James P II reported acquisition or exercise transactions in this Form 4 filing.
Burke & Herbert Financial Services Corp. director James P. Geary II received an award of 1,000 shares of common stock in the form of restricted stock units for his board service. These units vest on the first anniversary of the grant date, subject to continued service and meeting attendance requirements.
After this award, Geary directly holds 34,468 common shares, with additional indirect holdings of 3,637 shares through his spouse and 12,607 shares through the JPG Trust.
Poillon Diane reported acquisition or exercise transactions in this Form 4 filing.
Burke & Herbert Financial Services Corp. director Diane Poillon received a grant of 1,000 shares of common stock in the form of restricted stock units as compensation for board service. These units vest on the first anniversary of the grant date, subject to continued service and attendance requirements. After this award, she holds 2,928 shares directly.
Bonnafe Katherine Diane reported acquisition or exercise transactions in this Form 4 filing.
Burke & Herbert Financial Services Corp. director Katherine Diane Bonnafe received an award of 1,000 shares of common stock on June 19, 2026. The award is structured as restricted stock units granted for her service as a director.
The units vest on the first anniversary of the grant date, conditioned on her continued service and meeting board attendance requirements. After this grant, she directly holds 9,200 shares of common stock.
PICCIRILLO CHARLES reported acquisition or exercise transactions in this Form 4 filing.
Burke & Herbert Financial Services Corp. director Charles Piccirillo reported an equity compensation award and his updated share holdings. He received 1,000 shares of common stock as a grant for board service, bringing his directly held shares to 21,320 common shares.
The award is structured as restricted stock units that vest on the first anniversary of the grant date, subject to continued service and meeting attendance requirements. In addition, filings show 314 common shares held indirectly through his spouse and 4,848 common shares held indirectly through Anggus Enterprises.
Barnwell Julian Forrest Jr. reported acquisition or exercise transactions in this Form 4 filing.
Burke & Herbert Financial Services Corp. director Julian F. Barnwell Jr. reported an equity compensation grant on common stock. He received 1,000 restricted stock units for service as a director at a price of $0.00 per share.
The units vest on the first anniversary of the grant date, subject to continued board service and satisfaction of attendance requirements. Following this grant, he directly holds 27,580 shares of common stock. The filing also lists indirect holdings in several trusts for which he serves as trustee, including irrevocable, charitable lead, and family trusts.
Burke James Mason reported acquisition or exercise transactions in this Form 4 filing.
Burke & Herbert Financial Services Corp. director James Mason Burke reported a compensation-related equity award and his updated holdings. He received 1,000 shares of Common Stock as a grant for board service, with total directly held shares rising to 9,480. A separate line shows 259,980 shares of Common Stock held indirectly as co-trustee for The Burke Living Trust. The footnote explains these are restricted stock units granted for service as a director, vesting on the first anniversary of the grant date, subject to continued service and meeting attendance requirements, indicating a routine, time-based incentive award rather than an open-market purchase.
Anderson Mark Guthrie reported acquisition or exercise transactions in this Form 4 filing.
Burke & Herbert Financial Services Corp. director Anderson Mark Guthrie reported an award of 1,000 shares of common stock on June 19, 2026. The filing shows this as a compensation-related grant with no cash price per share and indicates his direct holdings increased to 28,700 shares.
A footnote explains these are restricted stock units granted for board service, vesting on the first anniversary of the grant date, contingent on continued service and meeting attendance requirements.