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 Jose David Riojas increased his holdings through two open-market purchases of Common Stock at $62.00 per share. A joint revocable trust for Jose and Susan Riojas bought 1,000 shares, bringing its indirect position to 20,000 shares. Separately, he bought 300 shares in a direct account, raising his direct holdings to 11,500 shares. There are no derivative positions reported in this filing, so these transactions reflect straightforward stock purchases.
Burke & Herbert Financial Services Corp. director Julian Forrest Barnwell Jr. reported an indirect open-market purchase of 5,000 shares of common stock at $63.0464 per share, held as trustee for the Patricia Barnwell Irrevocable Trust, bringing that trust’s holdings to 208,939 shares. The amended Form 4 is filed solely to add the reporting person’s updated power of attorney as an exhibit; the original filing otherwise remains unchanged.
Burke & Herbert Financial Services Corp. director Julian Forrest Barnwell Jr. reported an indirect open-market purchase of Common Stock through the Patricia Barnwell Irrevocable Trust. On May 11, 2026, that trust bought 5,000 shares at $63.0464 per share, bringing its holdings to 208,939 shares.
On the same date, Barnwell also reported indirect holdings of 1,000 shares in the Julian F Barnwell Jr Irrevocable Trust, 91,361 shares as trustee for the Barnwell Charitable Lead Trust, and 84,083 shares as trustee for the Barnwell Family Trust, plus 21,580 shares held directly.
Burke & Herbert Financial Services Corp. reported steady results for the quarter ended March 31, 2026, with net income of $27.3 million, essentially unchanged from $27.2 million a year earlier, and basic earnings per common share of $1.80.
Total assets were $7.93 billion, with loans of $5.40 billion and deposits of $6.33 billion. Net interest income was $71.8 million, slightly below $73.0 million in the prior-year quarter, while non-interest income rose to $12.9 million and non-interest expense increased to $51.4 million.
Comprehensive income fell to $17.3 million, driven by a $10.0 million other comprehensive loss tied mainly to unrealized losses on available-for-sale securities, which totaled $90.4 million. Management attributes these unrealized losses primarily to interest rate movements and recorded no allowance for credit losses on the securities portfolio.
The company remains strongly capitalized, with a consolidated total capital ratio of 16.52% and a common equity Tier 1 ratio of 13.78%, and was categorized as “well capitalized.” On May 1, 2026, after quarter-end, Burke & Herbert completed its stock-for-stock merger with LINKBANCORP, issuing approximately 5.08 million shares.
Burke & Herbert Financial Services Corp. Executive Vice President and Chief Financial Officer Roy Eugene Halyama reported a tax-related share disposition in company common stock. On this Form 4, 2,649 shares were surrendered at a value of $64.64 per share to cover tax obligations rather than being sold on the open market. After this non-market tax-withholding transaction, he directly holds 21,054 shares of Burke & Herbert common stock.
Burke & Herbert Financial Services Corp. executive reports routine tax-related share disposition. EVP and Chief Lending Officer Bradford E. Ritchie had 659 shares of Common Stock withheld at a price of $64.64 per share to cover tax obligations. Following this non-market tax-withholding disposition, he directly holds 23,078 Common Stock shares.
Burke & Herbert Financial Services Corp. executive Rowan Shannon Barrow, EVP of Wealth Services, reported a compensation-related share transfer. On this Form 4, 211 shares of common stock were disposed of at $64.64 per share to cover tax obligations, leaving Barrow with 4,912 directly held shares. This tax-withholding disposition is an administrative event rather than an open-market trade.
Burke & Herbert Financial Services Corp. executive Lauren N. Kimlel, EVP of Branch Banking, reported a tax-related share disposition. On May 3, 2026, 269 shares of common stock were withheld at $64.64 per share to cover tax obligations, a routine non-market transaction. After this withholding, she directly owned 3,579 common shares.
Hintelmann Robert Victor Jr. reported acquisition or exercise transactions in this Form 4 filing.
Burke & Herbert Financial Services Corp. granted Chief Credit Officer Robert Victor Hintelmann Jr. 2,850 time-based restricted stock units. These RSUs vest in three annual installments beginning on May 3, 2027, subject to continued employment, and will be settled in common stock within 60 days after each vesting date. Following this award, he holds 8,474 shares directly.
Burke & Herbert Financial Services Corp. executive Angela R. Zirk reported a routine tax-related share disposition. On a Form 4, 142 shares of common stock were used to satisfy tax obligations at a value of $64.64 per share. After this tax-withholding disposition, she directly holds 2,870 common shares and indirectly holds 1,928 shares through an IRA.