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

Ticker: BHRB · Form: 8-K/A · Filed: Jul 11, 2024 · CIK: 1964333

Burke & Herbert Financial Services Corp. 8-K/A Filing Summary
FieldDetail
CompanyBurke & Herbert Financial Services Corp. (BHRB)
Form Type8-K/A
Filed DateJul 11, 2024
Risk Levellow
Pages4
Reading Time4 min
Sentimentneutral

Sentiment: neutral

Topics: amendment, financial-statements, exhibits

TL;DR

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

AI Summary

Burke & Herbert Financial Services Corp. filed an amendment (No. 3) to its Form 8-K on May 3, 2024, to report financial statements and exhibits. The filing, dated July 11, 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., which is crucial for investors and stakeholders to assess the company's financial health and performance.

Risk Assessment

Risk Level: low — This is a routine amendment to a previous filing, primarily providing updated financial statements and exhibits, with no new material events or significant changes indicated.

Key Numbers

Key Players & Entities

FAQ

What is the purpose of this Form 8-K/A filing?

This Form 8-K/A (Amendment No. 3) is filed by Burke & Herbert Financial Services Corp. to report financial statements and exhibits as of May 3, 2024.

What is the company's primary business activity?

Burke & Herbert Financial Services Corp. operates as a national commercial bank, as indicated by its SIC code 6021.

In which state is Burke & Herbert Financial Services Corp. incorporated?

The company is incorporated in Virginia (VA).

What is the SEC file number for Burke & Herbert Financial Services Corp.?

The SEC file number for the registrant is 001-41633.

When was the earliest event reported in this filing?

The earliest event reported in this filing is dated May 3, 2024.

Filing Stats: 1,062 words · 4 min read · ~4 pages · Grade level 10.6 · Accepted 2024-07-11 16:15:14

Filing Documents

01 - Financial Statements and Exhibits

Item 9.01 - Financial Statements and Exhibits. (a) Financial Statements of businesses acquired. 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 filed herewith as Exhibit 99.1 and are incorporated by reference into this item 9.01(a). 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 99.2 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 99.3 and is incorporated by reference into this item 9.01(b). (c) Shell company transactions. None. (d) Exhibits. Exhibit No. Description 99.1 Audited consolid ated financial statements of Summit as of and for the years ended December 31, 2023 , and 2022 ( incorporated by reference to the Annual Report on Form 10-K for the year ended December 31, 202 3, filed by Summit March 12, 2024. (File No . 000-165 87)) 99.2 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 (incorporated by reference to the Quarterly report on Form 10-Q for the quarterly period ended March 31, 2024, filed by Summit on May 2, 2024 (File No. 000-16587)) 99.3* Unaudited Pro Forma Condensed Combined Consolidated Financial Information as of and for the three months ended March 31, 2024, and for the year ended December 31, 2023 104 Cover Page Interactive Data File (embedded within the Inline XBRL document) *Filed herewith SIGNATURE Pursuant to the requirements of the Sec

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