Burke & Herbert Financial Services Corp. — fact timeline
Source-grounded facts extracted from Burke & Herbert Financial Services Corp.'s SEC 8-K filings across all families, newest first. Each cites a verbatim SEC excerpt.
Burke & Herbert Financial Services Corp. completed an acquisition involving LINKBANCORP, Inc. for approximately 5,102,855 shares of Burke & Herbert Common Stock (closed 2026-05-01).
“fractional shares of Burke & Herbert Common Stock in accordance with the terms of the Merger Agreement. The total aggregate consideration payable in the Merger was approximately 5,102,855 shares of Burke & Herbert Common Stock. The issuance of shares of Burke & Herbert Common Stock in connection with the Merger was registered under the Securities Act of 1933, as”
Kristen Snyder was appointed as Director at Burke & Herbert Financial Services Corp..
“ch of Burke & Herbert and Burke & Herbert Bank, effective as of the Effective Time, took such actions as necessary to appoint the LNKB Continuing Directors and the LINKBANK Continuing Directors.”
Diane Poillon was appointed as Director at Burke & Herbert Financial Services Corp..
“ch of Burke & Herbert and Burke & Herbert Bank, effective as of the Effective Time, took such actions as necessary to appoint the LNKB Continuing Directors and the LINKBANK Continuing Directors.”
Roy Halyama changed role as President at Burke & Herbert Financial Services Corp..
“ch of Burke & Herbert and Burke & Herbert Bank, effective as of the Effective Time, took such actions as necessary to appoint the LNKB Continuing Directors and the LINKBANK Continuing Directors.”
Kirtan Parikh was appointed as Chief Financial Officer at Burke & Herbert Financial Services Corp..
“ch of Burke & Herbert and Burke & Herbert Bank, effective as of the Effective Time, took such actions as necessary to appoint the LNKB Continuing Directors and the LINKBANK Continuing Directors.”
Joseph Hager changed role as Chief Operations Officer at Burke & Herbert Financial Services Corp..
“ch of Burke & Herbert and Burke & Herbert Bank, effective as of the Effective Time, took such actions as necessary to appoint the LNKB Continuing Directors and the LINKBANK Continuing Directors.”
Carl Lundblad was appointed as Executive Vice President and Chief Operating Officer at Burke & Herbert Financial Services Corp..
“ch of Burke & Herbert and Burke & Herbert Bank, effective as of the Effective Time, took such actions as necessary to appoint the LNKB Continuing Directors and the LINKBANK Continuing Directors.”
Earnings Releases
Burke & Herbert Financial Services Corp. reported quarter ended March 31, 2026 results: net income net income applicable to common shares totaled $27.1 million, EPS Diluted earnings per common share ("EPS") was $1.79.
“it will provide for our combined customers, employees, communities, and shareholders." Q1 2026 Highlights • For the quarter, net income applicable to common shares totaled $27.1 million; adjusted (non-GAAP 1 ) operating net income applicable to common shares was $28.2 million. • Diluted earnings per common share (“EPS”) was $1.79; adjusted (non-GAAP 1 ) diluted”
Governance Changes
Burke & Herbert Financial Services Corp.: Amended and restated Bylaws to fix director range and remove prior merger arrangements (effective 2025-12-18).
“On December 18, 2025, BHRB amended and restated its Bylaws (as so amended and restated, the “Bylaws”), effective immediately. The amendments fix the number of directors on the board of directors of BHRB at no more than fifteen and no fewer than five directors, the exact number of which are to be fixed by the board of directors of BHRB from time to time, and remove certain arrangements related to BHRB’s prior merger with Summit Financial Group, Inc.”
Patrick "Kip" Huffman was appointed as Senior Vice President and Chief Accounting Officer at Burke & Herbert Financial Services Corp..
“On April 21, 2025, Burke & Herbert Financial Services Corp. (the “Company”) announced the appointment of Patrick “Kip” Huffman, CPA, as Senior Vice President and Chief Accounting Officer.”
Julie R. Markwood departed as Chief Accounting Officer at Burke & Herbert Financial Services Corp..
“Accordingly, and with deep regret, Ms. Markwood’s employment will cease effective April 2, 2025.”
Jason A. Kitzmiller departed as Director at Burke & Herbert Financial Services Corp..
“On January 23, 2025, Jason A. Kitzmiller, a member of the Board of Directors (the “Board”) of Burke & Herbert Financial Services Corp. (the “Company”) provided notice of his decision to not stand for re-election at the Company’s 2025 Annual Shareholder’s Meeting (the “2025 Annual Meeting”).”
Jeffrey A. Welch departed as Chief Credit Officer at Burke & Herbert Financial Services Corp..
“Jeffrey A. Welch, Chief Credit Officer for Burke & Herbert Bank & Trust Company (the “Bank”), a wholly owned subsidiary of Burke & Herbert Financial Services Corp. (the “Company”), has notified the Company of his intention to retire effective December 31, 2024.”
Facts are extracted by an LLM and gated to those whose source quote is present verbatim in the filing text. Coverage is best-effort while backfill and monitoring mature; this is not yet a full-market index. See methodology.