BHRB Burke & Herbert Financial Services Corp.companySEC Filings & Insider Trading Activity 2026
Latest Burke & Herbert Financial Services Corp. (BHRB) SEC EDGAR filings in 2026 — including the most recent 10-K annual report filed on February 27, 2026, a 10-Q quarterly report filed on November 7, 2025, an 8-K current report filed on May 1, 2026. SignalX aggregates every new 10-K annual report, 10-Q quarterly report, 8-K current report, and Form 4 insider transaction for Burke & Herbert Financial Services Corp. (BHRB) (SEC CIK 1964333), with AI-powered section-by-section summaries updated daily.
Latest 2026 SEC Filing Dates
AI 10-K Annual Report AnalysisLatest 10-K (2025-12-31)
Business Overview
- • Core business: Community-oriented bank holding company providing personalized banking and financial services primarily to small and medium businesses and individuals
- • New emphasis: Election as a financial holding company in Sept 2023 enhanced regulatory status and operational scope
Risk Factors
- • Regulatory risk from CECL accounting impact related to one-time Day 2 provision for non-PCD assets in Summit merger affecting credit loss provisions
- • Macroeconomic exposure through increased interest expense due to rising rates impacting $6.4B total assets, with deposit interest expense up $3.3M in 2025
Management Discussion & Analysis
- • Assets $7.9B, up $108.4M YoY; securities portfolio +$183.6M; loans net -$284.3M
- • Non-performing assets $76.9M vs $41.2M; ACL 1.26% of loans vs 1.20% with $2.3M credit loss provision in 2025
Annual Reports Archive10-K
AI-powered analysis of Burke & Herbert Financial Services Corp. (BHRB) 10-K annual reports filed with SEC EDGAR.
Recent 8-K FilingsCurrent Reports
AI-powered analysis of Burke & Herbert Financial Services Corp. (BHRB) 8-K current reports disclosing material events.
Financial SummaryXBRL
| FY2021 | FY2022 | FY2023 | FY2024 | FY2025 | |
|---|---|---|---|---|---|
| Profitability | |||||
| Revenue | $100.8M | $112.6M | $146.9M | $366.2M | $445.0M |
| Net Income | $36.2M | $44.0M | $22.7M | $35.7M | $117.3M |
| Net Margin | 35.9% | 39.1% | 15.4% | 9.8% | 26.4% |
| Balance Sheet | |||||
| Total Assets | — | $3.6B | $3.6B | $7.8B | $7.9B |
| Equity | $389.6M | $273.5M | $314.8M | $730.2M | $854.6M |
| ROE | 9.3% | 16.1% | 7.2% | 4.9% | 13.7% |
Source: XBRL financial data from Burke & Herbert Financial Services Corp. (BHRB) 10-K filings on SEC EDGAR. All figures in USD. Key metrics include revenue, net income, gross profit, gross profit margin, operating income, EPS (diluted), total assets, stockholders' equity, return on equity (ROE), operating cash flow, and capital expenditure.
Latest 2026 SEC Filings — 10-K, 10-Q, 8-K & Form 4
| Form | Filing Date | Period | Analysis | SEC |
|---|---|---|---|---|
8-K | May 1, 2026 | — | — | — |
8-K | Apr 23, 2026 | — | — | — |
8-K | Apr 13, 2026 | — | — | — |
8-K | Mar 25, 2026 | — | — | — |
8-K | Mar 13, 2026 | — | Analysis | — |
10-K | Feb 27, 2026 | Dec 31, 2025 | Analysis | |
8-K | Jan 28, 2026 | — | — | |
8-K | Jan 22, 2026 | — | — | |
8-K | Dec 23, 2025 | — | — | |
8-K | Dec 18, 2025 | — | — | |
10-Q | Nov 7, 2025 | Sep 30, 2025 | — | |
10-Q | Aug 8, 2025 | Jun 30, 2025 | — | |
10-Q | May 9, 2025 | Mar 31, 2025 | — | |
10-K | Mar 17, 2025 | Dec 31, 2024 | — | |
10-Q | Nov 13, 2024 | Sep 30, 2024 | — | |
10-Q | Aug 13, 2024 | Jun 30, 2024 | — | |
10-Q | May 10, 2024 | Mar 31, 2024 | — | |
10-K | Mar 22, 2024 | Dec 31, 2023 | — | |
10-Q | Nov 9, 2023 | Sep 30, 2023 | — | |
10-Q | Aug 11, 2023 | Jun 30, 2023 | — | |
10-Q | May 31, 2023 | Mar 31, 2023 | — |
Frequently Asked Questions
What are the latest BHRB SEC filings in 2026?
Burke & Herbert Financial Services Corp. (BHRB) has filed a 10-K annual report on February 27, 2026, a 10-Q quarterly report on November 7, 2025, an 8-K current report on May 1, 2026 with the SEC. SignalX tracks every new SEC EDGAR filing daily, including 10-K, 10-Q, 8-K, and Form 4 insider transactions, with AI-powered summaries of key sections.
When did BHRB file its most recent 10-K annual report?
Burke & Herbert Financial Services Corp. (BHRB) filed its most recent 10-K annual report on February 27, 2026. The 10-K includes audited financial statements, business overview, risk factors, and management discussion, all available on SignalX with AI-generated summaries and XBRL financial data.
How do I view BHRB 10-Q quarterly reports?
Burke & Herbert Financial Services Corp. (BHRB)'s most recent 10-Q quarterly report was filed on November 7, 2025. SignalX displays every BHRB 10-Q with AI-generated summaries of the MD&A (Management Discussion & Analysis) and Risk Factors sections, plus links to the original SEC EDGAR document.
What 8-K current reports has BHRB filed recently?
Burke & Herbert Financial Services Corp. (BHRB)'s most recent 8-K was filed on May 1, 2026. 8-K filings disclose material corporate events such as earnings releases, executive changes, mergers, and other significant developments. SignalX surfaces each 8-K with item-level summaries so you can quickly see what happened.
Where can I find BHRB insider trading activity (Form 4)?
SignalX aggregates every BHRB Form 4 insider transaction from SEC EDGAR. Form 4 reports show when officers, directors, and 10% shareholders buy or sell company stock, with transaction code, share count, and price per share.
How often does BHRB file with the SEC?
Burke & Herbert Financial Services Corp. (BHRB) files a 10-K annual report once per year (typically within 60 days of fiscal year-end) and 10-Q quarterly reports three times per year. 8-K current reports are filed as needed when material events occur, and Form 4 insider transaction reports are due within two business days of a trade. SignalX monitors SEC EDGAR daily to surface every new BHRB filing with AI-powered analysis.
What is the difference between 10-K, 10-Q, and 8-K SEC filings?
A 10-K is a comprehensive annual report with audited financials, business overview, and risk factors. A 10-Q is a shorter quarterly report with unaudited financials and management discussion. An 8-K is a current report filed when a material event occurs — such as earnings releases, executive changes, acquisitions, or other significant developments. SignalX provides AI-generated summaries for all three filing types for Burke & Herbert Financial Services Corp. (BHRB).
What is BHRB's SEC CIK number?
Burke & Herbert Financial Services Corp. (BHRB)'s SEC CIK (Central Index Key) number is 1964333. The CIK is a unique identifier assigned by the SEC to every filing entity. You can use CIK 1964333 to look up all BHRB filings on SEC EDGAR, or browse them here on SignalX with AI-powered analysis.
Where can I find BHRB return on equity (ROE) and financial data?
SignalX extracts XBRL financial data from Burke & Herbert Financial Services Corp. (BHRB) 10-K annual filings, including revenue, net income, gross profit, operating income, EPS, total assets, stockholders' equity, and operating cash flow. Return on equity (ROE) can be derived from net income divided by stockholders' equity. Multi-year financial trends are displayed in the Financial Summary table above.
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