Burke & Herbert Financial Services Corp.
BHRB · National Commercial Banks · 20.1M shares · +1%/yr ↑ shares · EDGAR filings ↗
Reference price $62.76 · est. market cap ~$1.3B — last insider purchase, 2026-06-03 (estimated from the dated SEC Form 4 price × shares outstanding — not a live quote)
Grade
B75Burke & Herbert Financial — Virginia bank with strong returns post-merger.
Strengths
- ROE 13.7% (90th pct), ROA (83rd); net income up sharply
Risks
- Integration (Summit) execution
- CRE/rate sensitivity
Notable findings
- Exec changeRecent 8-K item 5.02 8-K ↗
- Material weaknesso Risks Related to an Investment in Our Common Stock • If we fail to design, implement, and maintain effective internal control over financial reporting or remediate any future material weakness in
- Insider buyingInsider buying — 7 open-market buy(s) by 3 insider(s) (cluster of 3 insiders, ~$1M, last 6mo) Form 4 ↗
- Pending merger• The Merger Agreement may be terminated and the LNKB Merger may not be completed
Key metrics
Return on equity
13.7%
Return on assets
1.5%
Net-income growth
228.5%
Free cash flow
$96M
Tangible book value
$779M
Insider transactions · last 18 months
| Date | Insider | Type | Shares | Price |
|---|---|---|---|---|
| 2026-06-19 | Barnwell Julian Forrest Jr. | Grant | 1.0K | — |
| 2026-06-19 | Riojas Jose David | Grant | 1.0K | — |
| 2026-06-19 | Poillon Diane | Grant | 1.0K | — |
| 2026-06-19 | Snyder Kristen | Grant | 1.0K | — |
| 2026-06-19 | George Georgette R. | Grant | 1.0K | — |
| 2026-06-19 | Geary James P II | Grant | 1.0K | — |
| 2026-06-19 | WILSON DAVID | Grant | 1.0K | — |
| 2026-06-19 | PICCIRILLO CHARLES | Grant | 1.0K | — |
| 2026-06-19 | Hinson Samuel Laing III | Grant | 1.0K | — |
| 2026-06-19 | Bonnafe Katherine Diane | Grant | 1.0K | — |
| 2026-06-19 | McLaughlin Shawn Patrick | Grant | 1.0K | — |
| 2026-06-19 | Anderson Mark Guthrie | Grant | 1.0K | — |
| 2026-06-19 | Burke James Mason | Grant | 1.0K | — |
| 2026-06-03 | LUNDBLAD CARL D | Grant | 6.4K | — |
| 2026-06-03 | Barnwell Julian Forrest Jr. | Buy | 5.0K | $62.76 |
| 2026-05-27 | Burke James Mason | Other | 1.0K | — |
| 2026-05-27 | Burke James Mason | Other | 1.0K | — |
| 2026-05-20 | Upson Jill S | Sell | 1.1K | $63.30 |
| 2026-05-15 | LUNDBLAD CARL D | Grant | 9.7K | — |
| 2026-05-12 | Riojas Jose David | Buy | 300 | $62.00 |
| 2026-05-12 | Riojas Jose David | Buy | 1.0K | $62.00 |
| 2026-05-11 | Barnwell Julian Forrest Jr. | Buy | 5.0K | $63.05 |
| 2026-05-11 | Barnwell Julian Forrest Jr. | Buy | 5.0K | $63.05 |
| 2026-05-03 | Huffman Patrick Kip | Grant | 950 | — |
| 2026-05-03 | Hintelmann Robert Victor Jr. | Grant | 2.9K | — |
| 2026-05-03 | Zirk Angela R | Tax withheld | 142 | $64.64 |
| 2026-05-03 | Kimlel Lauren N. | Tax withheld | 269 | $64.64 |
| 2026-05-03 | Schmidt Jennifer Palmer | Tax withheld | 271 | $64.64 |
| 2026-05-03 | Rowan Shannon Barrow | Tax withheld | 211 | $64.64 |
| 2026-05-03 | Halyama Roy Eugene | Tax withheld | 2.6K | $64.64 |
| 2026-05-03 | Freeman Danyl R | Tax withheld | 202 | $64.64 |
| 2026-05-03 | Ritchie Bradford E | Tax withheld | 659 | $64.64 |
| 2026-05-03 | BOYLE DAVID P | Tax withheld | 5.8K | $64.64 |
| 2026-05-03 | TISSUE ROBERT S | Tax withheld | 1.4K | $64.64 |
| 2026-05-03 | MADDY H CHARLES III | Tax withheld | 1.5K | $64.64 |
| 2026-05-01 | Poillon Diane | Grant | 1.9K | — |
| 2026-05-01 | Snyder Kristen | Grant | 8.4K | — |
| 2026-05-01 | LUNDBLAD CARL D | Grant | 10K | — |
| 2026-05-01 | LUNDBLAD CARL D | Grant | 1.7K | — |
| 2026-04-29 | McLaughlin Shawn Patrick | Buy | 1.0K | $63.55 |
| 2026-04-28 | McLaughlin Shawn Patrick | Buy | 1.0K | $64.80 |
| 2026-02-28 | Hintelmann Robert Victor Jr. | Grant | 74 | $54.03 |
| 2026-02-28 | Huffman Patrick Kip | Grant | 109 | $54.03 |
| 2026-02-28 | Kimlel Lauren N. | Grant | 130 | $54.03 |
| 2026-02-28 | Schmidt Jennifer Palmer | Grant | 231 | $54.03 |
| 2026-02-28 | Rowan Shannon Barrow | Grant | 63 | $54.03 |
| 2026-02-10 | MADDY H CHARLES III | Tax withheld | 12K | $69.62 |
| 2026-02-10 | MADDY H CHARLES III | Option exercise | 16K | $43.33 |
| 2026-01-22 | Zirk Angela R | Grant | 600 | — |
| 2026-01-22 | Kimlel Lauren N. | Grant | 600 | — |
| 2026-01-22 | Schmidt Jennifer Palmer | Grant | 925 | — |
| 2026-01-22 | Rowan Shannon Barrow | Grant | 1.0K | — |
| 2026-01-22 | Halyama Roy Eugene | Grant | 3.6K | — |
| 2026-01-22 | Hager Joseph | Grant | 1.3K | — |
| 2026-01-22 | Freeman Danyl R | Grant | 900 | — |
| 2026-01-22 | Ritchie Bradford E | Grant | 1.8K | — |
| 2026-01-22 | BOYLE DAVID P | Grant | 9.7K | — |
| 2026-01-22 | TISSUE ROBERT S | Grant | 1.6K | — |
| 2026-01-22 | Huffman Patrick Kip | Other | 950 | — |
| 2026-01-22 | Hintelmann Robert Victor Jr. | Other | 2.9K | — |
| 2026-01-22 | Huffman Patrick Kip | Grant | 950 | — |
| 2026-01-22 | Hintelmann Robert Victor Jr. | Grant | 2.9K | — |
| 2026-01-22 | Zirk Angela R | Grant | 488 | — |
| 2026-01-22 | Kimlel Lauren N. | Grant | 990 | — |
| 2026-01-22 | Schmidt Jennifer Palmer | Grant | 1.1K | — |
| 2026-01-22 | Rowan Shannon Barrow | Grant | 834 | — |
| 2026-01-22 | Halyama Roy Eugene | Grant | 6.0K | — |
| 2026-01-22 | Hager Joseph | Grant | 2.0K | — |
| 2026-01-22 | Freeman Danyl R | Grant | 704 | — |
| 2026-01-22 | Ritchie Bradford E | Grant | 2.7K | — |
| 2026-01-22 | BOYLE DAVID P | Grant | 13K | — |
| 2026-01-22 | TISSUE ROBERT S | Grant | 3.1K | — |
| 2026-01-22 | MADDY H CHARLES III | Grant | 5.7K | — |
| 2026-01-22 | Huffman Patrick Kip | Grant | 495 | — |
| 2026-01-22 | Hintelmann Robert Victor Jr. | Grant | 2.0K | — |
| 2026-01-19 | Rowan Shannon Barrow | Option exercise | 295 | — |
| 2026-01-19 | Rowan Shannon Barrow | Tax withheld | 105 | $64.67 |
| 2026-01-19 | Halyama Roy Eugene | Option exercise | 829 | — |
| 2026-01-19 | Halyama Roy Eugene | Tax withheld | 443 | $64.67 |
| 2026-01-19 | BOYLE DAVID P | Option exercise | 3.4K | — |
| 2026-01-19 | BOYLE DAVID P | Tax withheld | 1.7K | $64.67 |
| 2025-10-28 | McLaughlin Shawn Patrick | Buy | 1.0K | $61.00 |
| 2025-10-24 | Geary James P II | Inherited | 13K | — |
| 2025-09-15 | HINKLE GARY L | Buy | 1.6K | $61.70 |
| 2025-09-15 | HINKLE GARY L | Buy | 100 | $61.50 |
| 2025-08-31 | Schmidt Jennifer Palmer | Grant | 160 | $53.01 |
| 2025-08-31 | Kimlel Lauren N. | Grant | 132 | $53.01 |
| 2025-08-31 | Rowan Shannon Barrow | Grant | 63 | $53.01 |
| 2025-06-26 | Geary James P II | Inherited | 16K | — |
| 2025-06-05 | Riojas Jose David | Buy | 500 | $55.85 |
| 2025-06-02 | Anderson Mark Guthrie | Buy | 1.5K | $56.32 |
| 2025-06-02 | Anderson Mark Guthrie | Buy | 500 | $56.62 |
| 2025-05-29 | McLaughlin Shawn Patrick | Buy | 1.0K | $56.25 |
| 2025-05-23 | Hinson Samuel Laing III | Grant | 1.0K | — |
| 2025-05-23 | Barnwell Julian Forrest Jr. | Grant | 1.0K | — |
| 2025-05-23 | Bonnafe Katherine Diane | Grant | 1.0K | — |
| 2025-05-23 | HINKLE GARY L | Grant | 1.0K | — |
| 2025-05-23 | Geary James P II | Grant | 1.0K | — |
| 2025-05-23 | BEAN OSCAR M | Grant | 1.0K | — |
| 2025-05-23 | McLaughlin Shawn Patrick | Grant | 1.0K | — |
| 2025-05-23 | George Georgette R. | Grant | 1.0K | — |
| 2025-05-23 | Upson Jill S | Grant | 1.0K | — |
| 2025-05-23 | Hinson Samuel Laing III | Buy | 4.8K | $55.00 |
| 2025-05-23 | PICCIRILLO CHARLES | Grant | 1.0K | — |
| 2025-05-23 | Burke James Mason | Grant | 1.0K | — |
| 2025-05-23 | Riojas Jose David | Grant | 1.0K | — |
| 2025-05-23 | Anderson Mark Guthrie | Grant | 1.0K | — |
| 2025-05-19 | Anderson Mark Guthrie | Buy | 2.3K | $57.25 |
| 2025-05-07 | McLaughlin Shawn Patrick | Buy | 1.0K | $56.50 |
| 2025-05-03 | MADDY H CHARLES III | Tax withheld | 835 | $57.39 |
| 2025-05-03 | Freeman Danyl R | Tax withheld | 122 | $57.39 |
| 2025-05-03 | Ritchie Bradford E | Tax withheld | 395 | $57.39 |
| 2025-05-03 | TISSUE ROBERT S | Tax withheld | 464 | $57.39 |
| 2025-05-03 | Rowan Shannon Barrow | Tax withheld | 126 | $57.39 |
| 2025-05-03 | Kimlel Lauren N. | Tax withheld | 161 | $57.39 |
| 2025-05-03 | BOYLE DAVID P | Tax withheld | 3.1K | $57.39 |
| 2025-05-03 | Halyama Roy Eugene | Tax withheld | 1.4K | $57.39 |
| 2025-05-03 | Hager Joseph | Tax withheld | 289 | $57.39 |
| 2025-05-03 | Zirk Angela R | Tax withheld | 71 | $57.39 |
| 2025-04-30 | PICCIRILLO CHARLES | Buy | 500 | $54.45 |
| 2025-04-29 | Riojas Jose David | Buy | 500 | $55.00 |
| 2025-04-29 | Hinson Samuel Laing III | Buy | 4.0K | $53.00 |
| 2025-04-29 | Anderson Mark Guthrie | Buy | 3.0K | $52.99 |
| 2025-04-23 | Zirk Angela R | Option exercise | 1.2K | $23.82 |
| 2025-04-23 | Zirk Angela R | Disposition | 564 | $51.11 |
| 2025-04-23 | MADDY H CHARLES III | Option exercise | 5.5K | $23.82 |
| 2025-04-23 | MADDY H CHARLES III | Disposition | 2.6K | $51.11 |
| 2025-04-22 | Ritchie Bradford E | Option exercise | 8.6K | $23.82 |
| 2025-04-22 | Ritchie Bradford E | Disposition | 4.0K | $50.94 |
| 2025-04-21 | Huffman Patrick Kip | Buy | 1.0K | — |
| 2025-03-17 | Hintelmann Robert Victor Jr. | Buy | 3.5K | — |
| 2025-03-13 | Barnwell Julian Forrest Jr. | Buy | 1.1K | $58.38 |
| 2025-03-11 | Riojas Jose David | Buy | 100 | $58.00 |
| 2025-03-11 | Riojas Jose David | Buy | 500 | $58.00 |
| 2025-03-10 | Barnwell Julian Forrest Jr. | Buy | 1.0K | $58.80 |
| 2025-03-07 | Barnwell Julian Forrest Jr. | Buy | 1.0K | $59.75 |
| 2025-03-06 | Riojas Jose David | Buy | 500 | $60.20 |
| 2025-03-06 | Riojas Jose David | Buy | 100 | $60.20 |
| 2025-03-05 | Barnwell Julian Forrest Jr. | Buy | 2.0K | $60.50 |
| 2025-03-04 | Barnwell Julian Forrest Jr. | Buy | 2.0K | $61.75 |
| 2025-03-04 | Barnwell Julian Forrest Jr. | Buy | 2.0K | $62.00 |
| 2025-02-28 | Schmidt Jennifer Palmer | Grant | 226 | $53.01 |
| 2025-02-28 | Kimlel Lauren N. | Grant | 50 | $53.01 |
| 2025-02-28 | Parikh Kirtan | Grant | 87 | $53.01 |
| 2025-02-28 | Rowan Shannon Barrow | Grant | 63 | $53.01 |
| 2025-02-26 | Barnwell Julian Forrest Jr. | Buy | 2.0K | $61.75 |
| 2025-02-24 | Barnwell Julian Forrest Jr. | Buy | 2.0K | $62.25 |
| 2025-02-24 | Barnwell Julian Forrest Jr. | Buy | 4.0K | $62.40 |
| 2025-02-24 | McLaughlin Shawn Patrick | Buy | 1.0K | $62.35 |
| 2025-02-21 | Barnwell Julian Forrest Jr. | Buy | 2.0K | $62.50 |
| 2025-02-13 | Barnwell Julian Forrest Jr. | Buy | 5.0K | $63.75 |
| 2025-02-10 | HINKLE GARY L | Buy | 3.0K | $64.97 |
| 2025-02-05 | HINKLE GARY L | Buy | 1.1K | $64.43 |
| 2025-01-31 | HINKLE GARY L | Buy | 1.0K | $64.48 |
| 2025-01-29 | McLaughlin Shawn Patrick | Buy | 500 | $63.25 |
| 2025-01-29 | McLaughlin Shawn Patrick | Buy | 500 | $62.75 |
| 2025-01-23 | Markwood Julie R | Grant | 473 | — |
| 2025-01-23 | Ritchie Bradford E | Grant | 4.1K | — |
| 2025-01-23 | Halyama Roy Eugene | Grant | 9.0K | — |
| 2025-01-23 | Rowan Shannon Barrow | Grant | 1.3K | — |
| 2025-01-23 | Freeman Danyl R | Grant | 1.1K | — |
| 2025-01-23 | TISSUE ROBERT S | Grant | 4.6K | — |
| 2025-01-23 | BOYLE DAVID P | Grant | 20K | — |
| 2025-01-23 | Parikh Kirtan | Grant | 3.0K | — |
| 2025-01-23 | Hager Joseph | Grant | 3.0K | — |
| 2025-01-23 | Kimlel Lauren N. | Grant | 1.5K | — |
| 2025-01-23 | MADDY H CHARLES III | Grant | 8.6K | — |
| 2025-01-23 | Schmidt Jennifer Palmer | Grant | 1.6K | — |
| 2025-01-23 | Zirk Angela R | Grant | 732 | — |
| 2025-01-21 | BOYLE DAVID P | Option exercise | 5.0K | — |
| 2025-01-21 | BOYLE DAVID P | Tax withheld | 2.0K | $62.18 |
| 2025-01-21 | Halyama Roy Eugene | Option exercise | 960 | — |
| 2025-01-21 | Halyama Roy Eugene | Tax withheld | 417 | $62.18 |
| 2025-01-21 | Rowan Shannon Barrow | Option exercise | 360 | — |
| 2025-01-21 | Rowan Shannon Barrow | Tax withheld | 128 | $62.18 |
All non-derivative Form 4 activity (SEC), newest first.
Notable events (8-K)
| Date | Items | |
|---|---|---|
| 2026-06-23 | Exec/director changeExhibits | filing ↗ |
| 2026-06-18 | Shareholder voteExhibits | filing ↗ |
| 2026-05-01 | Acquisition/dispositionExec/director change5.03OtherExhibits | filing ↗ |
| 2026-04-23 | ResultsReg FDOtherExhibits | filing ↗ |
| 2026-04-13 | OtherExhibits | filing ↗ |
| 2026-03-25 | Shareholder voteOtherExhibits | filing ↗ |
| 2026-03-13 | Exec/director changeExhibits | filing ↗ |
| 2026-01-28 | Exec/director changeExhibits | filing ↗ |
Recent filings
| Form | Filed | Period | Accession |
|---|---|---|---|
| 8-K | 2026-06-23 | 2026-06-23 | 0001964333-26-000076 ↗ |
| 8-K | 2026-06-18 | 2026-06-18 | 0001964333-26-000072 ↗ |
| 10-Q | 2026-05-08 | 2026-03-31 | 0001964333-26-000068 ↗ |
| 8-K | 2026-05-01 | 2026-05-01 | 0001964333-26-000060 ↗ |
| 8-K | 2026-04-23 | 2026-04-23 | 0001964333-26-000037 ↗ |
| 8-K | 2026-04-13 | 2026-04-13 | 0001964333-26-000031 ↗ |
| 8-K | 2026-03-25 | 2026-03-25 | 0001964333-26-000027 ↗ |
| 8-K | 2026-03-13 | 2026-03-09 | 0001964333-26-000021 ↗ |
| 10-K | 2026-02-27 | 2025-12-31 | 0001964333-26-000016 ↗ |
| 8-K | 2026-01-28 | 2026-01-22 | 0001964333-26-000008 ↗ |
| 8-K | 2026-01-22 | 2026-01-22 | 0001964333-26-000005 ↗ |
| 8-K | 2025-12-23 | 2025-12-19 | 0001964333-25-000262 ↗ |