Burke & Herbert Financial Services Corp. Files 8-K/A Amendment

TL;DR

BHB filed an 8-K/A amendment with updated financials. Check it out.

AI Summary

Burke & Herbert Financial Services Corp. filed an amendment (No. 2) to its Form 8-K on May 3, 2024, reporting financial statements and exhibits. The filing, dated July 10, 2024, pertains to the company's operations as a national commercial bank incorporated in Virginia.

Why It Matters

This amendment provides updated financial information and exhibits for Burke & Herbert Financial Services Corp., crucial for investors and analysts to assess the company's financial health and performance.

Risk Assessment

Risk Level: low — This is an amendment to a previous filing, primarily providing updated financial statements and exhibits, which typically carries a low risk of immediate market impact.

Key Numbers

• May 3, 2024 — Date of Report (Earliest event reported in the filing)
• July 10, 2024 — Filing Date (Date the amendment was filed with the SEC)

Key Players & Entities

• Burke & Herbert Financial Services Corp. (company) — Registrant
• Virginia (location) — State of incorporation
• 001-41633 (other) — SEC File Number
• 92-0289417 (other) — I.R.S. Employer Identification Number
• 100 S. Fairfax Street, Alexandria, VA 22314 (location) — Principal executive offices address

FAQ

Filing Documents

• bhrb-20240503.htm (8-K/A) — 38KB
• a8-kamendmentno2xexhibit992.htm (EX-99.2) — 476KB
• 0001964333-24-000292.txt ( ) — 677KB
• bhrb-20240503.xsd (EX-101.SCH) — 2KB
• bhrb-20240503_lab.xml (EX-101.LAB) — 23KB
• bhrb-20240503_pre.xml (EX-101.PRE) — 13KB
• bhrb-20240503_htm.xml (XML) — 5KB

01 - Financial Statements and Exhibits

Item 9.01 - Financial Statements and Exhibits. (a) Financial Statements of businesses acquired. Pursuant to General Instruction B.3 of Form 8-K, the audited consolidated financial statements of Summit as of and for the years ended December 31, 2023, and 2022, including the independent auditor's report, are not required to be filed again by this Current Report on Form 8-K, because substantially the same information was previously incorporated by reference in the Company's Registration Statement on Form S-4 ("Registration Statement"), originally filed with the Commission on September 29, 2023, as amended (File No. 333-274810), including Summit's Annual Report on Form 10-K filed with the Commission on March 12, 2024, on Form 10-K (File No. 000-16587). The unaudited consolidated balance sheets of Summit as of March 31, 2024, and the unaudited consolidated statements of operations and cash flows for the three months ended March 31, 2024, and 2023 are filed herewith as Exhibit 99.1 and are incorporated by reference into this item 9.01(a). (b) Pro Forma financial information The unaudited pro forma condensed consolidated combined financial information as of and for the three months ended March 31, 2024, and for the year ended December 31, 2023, is filed herewith as Exhibit 99.2 and is incorporated by reference into this item 9.01(b). (c) Shell company transactions. None. (d) Exhibits. Exhibit No. Description 99.1 Unaudited consolidated balance sheets of S ummit as of March 31, 2024 , and the unaudited consolidated statements of operations and cash flows for the three months ended March 31, 2024 , and 2023 (incorporated by reference to the Quarterly report on Form 10-Q for the q uarterly period ended March 31, 2024 , by Summit fil ed on May 2, 2024 (File No . 000-16587 )) 99.2* U naudited Pro Forma Con densed Comb ined Consolidated Financial Information as of and for the three months ended March 31, 2024 , and for the year ended December 31, 202 3 104

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View this 8-K/A filing on SEC EDGAR