Burke & Herbert Financial Services Corp. Files 8-K

Ticker: BHRB · Form: 8-K · Filed: Apr 19, 2024 · CIK: 1964333

Burke & Herbert Financial Services Corp. 8-K Filing Summary
FieldDetail
CompanyBurke & Herbert Financial Services Corp. (BHRB)
Form Type8-K
Filed DateApr 19, 2024
Risk Levellow
Pages4
Reading Time5 min
Sentimentneutral

Sentiment: neutral

Topics: disclosure, financials, corporate-filing

TL;DR

BHFC filed an 8-K on 4/19, check it for official company updates.

AI Summary

Burke & Herbert Financial Services Corp. filed an 8-K on April 19, 2024, reporting under "Other Events" and "Financial Statements and Exhibits." The filing details the company's principal executive offices located at 100 S. Fairfax Street, Alexandria, VA 22314, and its telephone number is (703) 666-3555. The company is incorporated in Virginia and operates under the SIC code 6021 for National Commercial Banks.

Why It Matters

This filing provides official updates and disclosures from Burke & Herbert Financial Services Corp. to the SEC, informing investors and the public about the company's operational and financial status.

Risk Assessment

Risk Level: low — This filing is a routine disclosure and does not appear to contain any significant negative news or events.

Key Numbers

Key Players & Entities

FAQ

What is the primary purpose of this 8-K filing?

This 8-K filing serves to report "Other Events" and "Financial Statements and Exhibits" as required by the SEC.

Where are Burke & Herbert Financial Services Corp.'s principal executive offices located?

The principal executive offices are located at 100 S. Fairfax Street, Alexandria, VA 22314.

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

The registrant's telephone number is (703) 666-3555.

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

The company was incorporated in Virginia.

What is the Standard Industrial Classification (SIC) code for Burke & Herbert Financial Services Corp.?

The SIC code is 6021, which corresponds to National Commercial Banks.

Filing Stats: 1,306 words · 5 min read · ~4 pages · Grade level 16.8 · Accepted 2024-04-19 08:30:57

Filing Documents

01 - Other Events

Item 8.01 - Other Events On April 19, 2024, Burke & Herbert Financial Services Corp. ("Burke & Herbert") announced its receipt of all required regulatory approvals or waivers necessary to complete the previously announced merger of Summit Financial Group, Inc. ("Summit") with and into Burke & Herbert. The merger is expected to close on May 3, 2024, pending satisfaction of customary closing conditions. A copy of the press release is attached as Exhibit 99.1 to this Current Report on Form 8-K and is incorporated herein by reference.

01 - Financial Statements and Exhibits

Item 9.01 - Financial Statements and Exhibits (a) Financial statements of businesses acquired. None. (b) Pro forma financial information. None. (c) Shell company transactions. None. (d) The following exhibits are being filed herewith: Exhibit No. Description 99.1 Joint Press Release, dated A pril 19, 2024 104 Cover Page Interactive Data File (embedded within the Inline XBRL document)

Forward-Looking Statements

Forward-Looking Statements This Current Report on Form 8-K includes "forward-looking statements" within the meaning of the Private Securities Litigation Reform Act of 1995, Section 27A of the Securities Act of 1933, as amended, and Section 21E of the Securities Exchange Act of 1934, as amended, with respect to the beliefs, goals, intentions, and expectations of Burke & Herbert and Summit regarding the proposed transaction, revenues, earnings, earnings per share, loan production, asset quality, and capital levels, among other matters; our estimates of future costs and benefits of the actions we may take; our assessments of expected losses on loans; our assessments of interest rate and other market risks; our ability to achieve our financial and other strategic goals; the expected timing of completion of the proposed transaction; the expected cost savings, synergies, returns and other anticipated benefits from the proposed transaction; and other statements that are not historical facts. Forward–looking statements are typically identified by such words as "believe," "expect," "anticipate," "intend," "outlook," "estimate," "forecast," "project," "will," "should," and other similar words and expressions, and are subject to numerous assumptions, risks, and uncertainties, which change over time. These forward-looking statements include, without limitation, those relating to the terms, timing and closing of the proposed transaction. Additionally, forward–looking statements speak only as of the date they are made; Burke & Herbert does not assume any duty, and does not undertake, to update such forward–looking statements, whether written or oral, that may be made from time to time, whether as a result of new information, future events, or otherwise. Furthermore, because forward–looking statements are subject to assumptions and uncertainties, actual results or future events could differ, possibly materially, from those indicated in or implied by such forward-looking stateme

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