# Burke & Herbert Financial Services Corp. (BHRB)

> Cited company facts from SEC filings, by Steadybase. Web page: https://steadybase.io/company/burke-and-herbert-financial-services-corp/ JSON: https://steadybase.io/company/burke-and-herbert-financial-services-corp.json Checked Nov 10, 2026. Latest filing read: Nov 6, 2026.

## Company

- Legal name: Burke & Herbert Financial Services Corp.
- Ticker: BHRB (Nasdaq)
- SEC CIK: 0001964333
- Industry: National Commercial Banks (SIC 6021)
- Headquarters: Alexandria, VA
- Fiscal year ends: December 31
- SEC filer category: Large accelerated filer
- Website: burkeandherbertbank.com
- LinkedIn: https://www.linkedin.com/company/burke-&-herbert-bank
- Next earnings date: Jan 21, 2027 (estimated from past 8-K timing)

## Key facts

- Revenue: $445.0M for the fiscal year ended Dec 31, 2025 (10-K filed Feb 27, 2026). Source: https://www.sec.gov/Archives/edgar/data/1964333/000196433326000016/0001964333-26-000016-index.html
- Net income: $117.3M for the fiscal year ended Dec 31, 2025 (10-K filed Feb 27, 2026). Source: https://www.sec.gov/Archives/edgar/data/1964333/000196433326000016/0001964333-26-000016-index.html
- Employees: 832 as of Dec 31, 2025, as reported in an SEC filing. Source: https://www.sec.gov/Archives/edgar/data/1964333/000196433326000016/bhrb-20251231.htm
- Shares outstanding: 20,193,681 as of Nov 3, 2026 (10-Q filed Nov 6, 2026). Source: https://www.sec.gov/Archives/edgar/data/1964333/000196433326000107/0001964333-26-000107-index.html
- Auditor: Crowe LLP, Washington, D.C., named in the latest 10-K. Source: https://www.sec.gov/Archives/edgar/data/1964333/000196433326000016/bhrb-20251231.htm

## Business

Burke & Herbert Financial Services Corp. was organized as a Virginia corporation in 2022 to serve as the holding company for Burke & Herbert Bank & Trust Company. The Company became a bank holding company when it commenced operations on October 1, 2022, following a reorganization transaction in which it acquired control of the Bank under the Bank Holding Company Act of 1956 (“BHCA”). This transaction was treated as an internal reorganization as all shareholders of the Bank became shareholders of the Company. The Company has no material operations other than owning the Bank.

Source: Item 1. Business, https://www.sec.gov/Archives/edgar/data/1964333/000196433326000016/bhrb-20251231.htm

## Annual results

| Fiscal year ended | Revenue | Net income |
|---|---|---|
| Dec 31, 2025 | $445.0M | $117.3M |
| Dec 31, 2024 | $367.1M | $35.7M |
| Dec 31, 2023 | $147.5M | $22.7M |
| Dec 31, 2022 | $112.6M | $44.0M |
| Dec 31, 2021 | $100.8M | $36.2M |

Each figure comes from the annual report for that year. Filing links for every figure: https://steadybase.io/company/burke-and-herbert-financial-services-corp.json

## Officers and directors

- David P. Boyle, Chair & CEO. LinkedIn: https://linkedin.com/in/david-boyle-71528423. Source: Form 4 filed Jul 29, 2026, https://www.sec.gov/Archives/edgar/data/1964333/000120272226000010/0001202722-26-000010-index.htm
- Kirtan Parikh, EVP, Chief Financial Officer. LinkedIn: https://linkedin.com/in/kirtanparikh. Source: Form 4 filed Sep 29, 2026, https://www.sec.gov/Archives/edgar/data/1964333/000196447426000004/0001964474-26-000004-index.htm
- Roy Eugene Halyama, EVP, Chief Financial Officer. Source: Form 4 filed May 4, 2026, https://www.sec.gov/Archives/edgar/data/1964333/000196415826000008/0001964158-26-000008-index.htm
- H. Charles Maddy Iii, President. Source: 4/A filed Aug 12, 2026, https://www.sec.gov/Archives/edgar/data/1964333/000118682726000014/0001186827-26-000014-index.htm
- Roy E. Halyama, President. LinkedIn: https://www.linkedin.com/in/royhalyama. Source: 8-K filed Jun 23, 2026, https://www.sec.gov/Archives/edgar/data/1964333/000196433326000076/bhrb-20260623.htm
- Carl D. Lundblad, EVP, Chief Operating Officer. LinkedIn: https://linkedin.com/in/carldlundblad. Source: Form 4 filed Jun 5, 2026, https://www.sec.gov/Archives/edgar/data/1964333/000145968526000016/0001459685-26-000016-index.htm
- Joseph Hager, Chief Operating Officer. LinkedIn: https://linkedin.com/in/joseph-hager-4a76506. Source: Form 4 filed Feb 19, 2026, https://www.sec.gov/Archives/edgar/data/1964333/000195267226000004/0001952672-26-000004-index.htm
- Jennifer Palmer Schmidt, EVP, Chief Risk Officer. Source: Form 4 filed Sep 29, 2026, https://www.sec.gov/Archives/edgar/data/1964333/000196450026000010/0001964500-26-000010-index.htm
- Lauren N. Kimlel, EVP, Retail Banking. LinkedIn: https://linkedin.com/in/laurenkimlel. Source: Form 4 filed Sep 29, 2026, https://www.sec.gov/Archives/edgar/data/1964333/000197059026000010/0001970590-26-000010-index.htm
- Patrick Kip Huffman, SVP, Chief Accounting Officer. Source: Form 4 filed Sep 29, 2026, https://www.sec.gov/Archives/edgar/data/1964333/000206558926000012/0002065589-26-000012-index.htm
- Robert Victor Hintelmann Jr., Chief Credit Officer. Source: Form 4 filed Sep 29, 2026, https://www.sec.gov/Archives/edgar/data/1964333/000206050826000012/0002060508-26-000012-index.htm
- Shannon Barrow Rowan, EVP, Wealth Services. Source: Form 4 filed Sep 29, 2026, https://www.sec.gov/Archives/edgar/data/1964333/000196449026000012/0001964490-26-000012-index.htm
- Danyl R. Freeman, Chief Human Resources Officer. LinkedIn: https://linkedin.com/in/danyl-freeman-37559619. Source: 4/A filed Aug 12, 2026, https://www.sec.gov/Archives/edgar/data/1964333/000186443826000010/0001864438-26-000010-index.htm
- Robert S. Tissue, EVP, Balance Sheet Strategy. Source: Form 4 filed Aug 3, 2026, https://www.sec.gov/Archives/edgar/data/1964333/000118683626000011/0001186836-26-000011-index.htm
- Bradford E. Ritchie, EVP, Chief Lending Officer. Source: Form 4 filed Jul 20, 2026, https://www.sec.gov/Archives/edgar/data/1964333/000153842926000008/0001538429-26-000008-index.htm
- Angela R. Zirk, EVP, Chief Experience Officer. LinkedIn: https://linkedin.com/in/angela-zirk-21bb271a. Source: Form 4 filed Jul 2, 2026, https://www.sec.gov/Archives/edgar/data/1964333/000197131026000008/0001971310-26-000008-index.htm
- Burke & Herbert Financial Services Corp., holding company. Source: 10-K filed Feb 27, 2026, https://www.sec.gov/Archives/edgar/data/1964333/000196433326000016/bhrb-20251231.htm
- Summit Financial Group, Inc., West Virginia corporation. Source: 10-K filed Feb 27, 2026, https://www.sec.gov/Archives/edgar/data/1964333/000196433326000016/bhrb-20251231.htm
- Charles S. Piccirillo, Board member (per proxy). Source: DEF 14A filed Apr 30, 2026, https://www.sec.gov/Archives/edgar/data/1964333/000196433326000052/bhrb-20260429.htm
- David H. Wilson, Sr., Board member (per proxy). Source: DEF 14A filed Apr 30, 2026, https://www.sec.gov/Archives/edgar/data/1964333/000196433326000052/bhrb-20260429.htm
- Diane Poillon, Board member (per proxy). Source: DEF 14A filed Apr 30, 2026, https://www.sec.gov/Archives/edgar/data/1964333/000196433326000052/bhrb-20260429.htm
- Georgette R. George, Board member (per proxy). Source: DEF 14A filed Apr 30, 2026, https://www.sec.gov/Archives/edgar/data/1964333/000196433326000052/bhrb-20260429.htm
- James M. Burke, Board member (per proxy). Source: DEF 14A filed Apr 30, 2026, https://www.sec.gov/Archives/edgar/data/1964333/000196433326000052/bhrb-20260429.htm
- James P. Geary, II, Board member (per proxy). Source: DEF 14A filed Apr 30, 2026, https://www.sec.gov/Archives/edgar/data/1964333/000196433326000052/bhrb-20260429.htm
- Jose D. Riojas, Board member (per proxy). Source: DEF 14A filed Apr 30, 2026, https://www.sec.gov/Archives/edgar/data/1964333/000196433326000052/bhrb-20260429.htm

## Recent 8-K events

- Oct 22, 2026: Item 2.02, Results of operations and financial condition (earnings release); Item 7.01, Regulation FD disclosure; Item 8.01, Other events; Item 9.01, Financial statements and exhibits. Source: https://www.sec.gov/Archives/edgar/data/1964333/000196433326000102/bhrb-20261022.htm
- Sep 30, 2026: Item 1.01, Entry into a material definitive agreement; Item 7.01, Regulation FD disclosure; Item 9.01, Financial statements and exhibits. Source: https://www.sec.gov/Archives/edgar/data/1964333/000110465926112339/tm2625875d4_8k.htm
- Sep 28, 2026: Item 8.01, Other events; Item 9.01, Financial statements and exhibits. Source: https://www.sec.gov/Archives/edgar/data/1964333/000110465926111191/tm2626015d1_8k.htm
- Sep 18, 2026: Item 7.01, Regulation FD disclosure; Item 9.01, Financial statements and exhibits. Source: https://www.sec.gov/Archives/edgar/data/1964333/000110465926108748/tm2625698d1_8k.htm
- Aug 11, 2026: Item 5.02, Departure or appointment of directors or officers; compensation; Item 9.01, Financial statements and exhibits. Source: https://www.sec.gov/Archives/edgar/data/1964333/000196433326000097/bhrb-20260706.htm
- Jul 23, 2026: Item 2.02, Results of operations and financial condition (earnings release); Item 7.01, Regulation FD disclosure; Item 8.01, Other events; Item 9.01, Financial statements and exhibits. Source: https://www.sec.gov/Archives/edgar/data/1964333/000196433326000089/bhrb-20260723.htm
- Jul 7, 2026: Item 5.02, Departure or appointment of directors or officers; compensation; Item 9.01, Financial statements and exhibits. Source: https://www.sec.gov/Archives/edgar/data/1964333/000196433326000080/bhrb-20260706.htm
- Jun 23, 2026: Item 5.02, Departure or appointment of directors or officers; compensation; Item 9.01, Financial statements and exhibits. Source: https://www.sec.gov/Archives/edgar/data/1964333/000196433326000076/bhrb-20260623.htm
- Jun 18, 2026: Item 5.07, Submission of matters to a vote of security holders; Item 9.01, Financial statements and exhibits. Source: https://www.sec.gov/Archives/edgar/data/1964333/000196433326000072/bhrb-20260618.htm
- May 1, 2026: Item 2.01, Completion of acquisition or disposition of assets; Item 5.02, Departure or appointment of directors or officers; compensation; Item 5.03, Amendments to articles or bylaws; change in fiscal year; Item 8.01, Other events; Item 9.01, Financial statements and exhibits. Source: https://www.sec.gov/Archives/edgar/data/1964333/000196433326000060/bhrb-20260501.htm

## Insider trades (Form 4)

- Oct 29, 2026: Shawn Patrick McLaughlin (Director) bought 500 shares, about $35,500. Source: https://www.sec.gov/Archives/edgar/data/1964333/000196449326000010/0001964493-26-000010-index.htm
- Oct 27, 2026: David Wilson (Director) bought 104 shares, about $7,274. Source: https://www.sec.gov/Archives/edgar/data/1964333/000120884226000014/0001208842-26-000014-index.htm
- Aug 20, 2026: David Wilson (Director) bought 35 shares, about $2,470. Source: https://www.sec.gov/Archives/edgar/data/1964333/000120884226000012/0001208842-26-000012-index.htm
- Aug 14, 2026: James P. Geary II (Director) sold 3,150 shares, about $229,407. Source: https://www.sec.gov/Archives/edgar/data/1964333/000140042726000009/0001400427-26-000009-index.htm
- Aug 12, 2026: Diane Poillon (Director) bought 1,200 shares, about $88,404. Source: https://www.sec.gov/Archives/edgar/data/1964333/000194503126000013/0001945031-26-000013-index.htm
- Aug 11, 2026: James Mason Burke (Director) sold 1,500 shares, about $109,545. Source: https://www.sec.gov/Archives/edgar/data/1964333/000196447726000006/0001964477-26-000006-index.htm
- Aug 6, 2026: Shawn Patrick McLaughlin (Director) bought 1,000 shares, about $73,250. Source: https://www.sec.gov/Archives/edgar/data/1964333/000196449326000008/0001964493-26-000008-index.htm
- Aug 4, 2026: David Wilson (Director) bought 34 shares, about $2,505. Source: https://www.sec.gov/Archives/edgar/data/1964333/000120884226000010/0001208842-26-000010-index.htm
- Aug 3, 2026: Katherine Diane Bonnafe (Director) sold 1,000 shares, about $73,650. Source: https://www.sec.gov/Archives/edgar/data/1964333/000196451326000004/0001964513-26-000004-index.htm
- Aug 3, 2026: James P. Geary II (Director) sold 3,150 shares, about $232,880. Source: https://www.sec.gov/Archives/edgar/data/1964333/000140042726000005/0001400427-26-000005-index.htm
- Aug 3, 2026: Georgette R. George (Director) sold 1,000 shares, about $73,670. Source: https://www.sec.gov/Archives/edgar/data/1964333/000148652126000007/0001486521-26-000007-index.htm
- Jul 31, 2026: David Wilson (Director) bought 100 shares, about $7,368. Source: https://www.sec.gov/Archives/edgar/data/1964333/000120884226000008/0001208842-26-000008-index.htm
- Jun 3, 2026: Julian Forrest Barnwell Jr. (Director) bought 5,000 shares, about $313,800. Source: https://www.sec.gov/Archives/edgar/data/1964333/000196451826000007/0001964518-26-000007-index.htm
- May 20, 2026: Jill S. Upson (Director) sold 1,112 shares, about $70,401. Source: https://www.sec.gov/Archives/edgar/data/1964333/000189725426000002/0001897254-26-000002-index.htm
- May 12, 2026: Jose David Riojas (Director) bought 1,300 shares, about $80,600. Source: https://www.sec.gov/Archives/edgar/data/1964333/000196447626000002/0001964476-26-000002-index.htm

## Latest filings

- 8-K filed Oct 22, 2026: https://www.sec.gov/Archives/edgar/data/1964333/000196433326000102/bhrb-20261022.htm
- 10-K filed Feb 27, 2026: https://www.sec.gov/Archives/edgar/data/1964333/000196433326000016/bhrb-20251231.htm
- 10-Q filed Aug 7, 2026: https://www.sec.gov/Archives/edgar/data/1964333/000196433326000095/bhrb-20260630.htm
- DEF 14A filed Apr 30, 2026: https://www.sec.gov/Archives/edgar/data/1964333/000196433326000052/bhrb-20260429.htm

## About this data

SEC EDGAR filings, read by Steadybase. Every value links to the filing it came from.
Steadybase covers US-headquartered public companies that file with the SEC. API and MCP access: https://steadybase.io/docs/