As of November 6, 2026, Burke & Herbert Financial Services Corp. has reported 3 leadership change filings to the SEC under Item 5.02 of Form 8-K, from May 1, 2026 to July 7, 2026 (Form 8-K, July 7, 2026).
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Key facts
- · In / out: Reported · Person: not named in the filing · 8-K, 2026-07-07
- · In / out: Reported · Person: not named in the filing · 8-K, 2026-06-23
- · In / out: Reported · Person: not named in the filing · 8-K, 2026-05-01
Burke & Herbert Financial Services Corp. reported changes in 3 filings among its directors and officers to the SEC on Form 8-K, Item 5.02, from 2026-05-01 to 2026-07-07. Every row below is cited to the filing it comes from, and this page adds each new change as Burke & Herbert Financial Services Corp. files it.
Also on the record for Burke & Herbert Financial Services Corp.
| Date | Record | Figure | Our page | Source |
|---|---|---|---|---|
| August 24, 2026 | Stake report, Schedule 13G/A, by LEHMAN KENNETH R | 4.9% of the class | 5%+ stakes | Source |
| May 4, 2026 | Stake report, Schedule 13G, by Kenneth R. Lehman | 5.85% of the class | 5%+ stakes | Source |
| May 1, 2026 | Acquired LINKBANCORP, Inc. | — | Acquisition | Source |
| March 26, 2026 | Stake report, Schedule 13G/A, by The Vanguard Group | — | 5%+ stakes | Source |
| July 29, 2025 | Stake report, Schedule 13G, by The Vanguard Group | 5.07% of the class | 5%+ stakes | Source |
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More on Burke & Herbert Financial Services Corp. and the records around it.
Burke & Herbert Financial Services Corp. elsewhere on the record
- Acquisition May 2026
- Who owns it
Companies that share a holder
- Kenneth R. Lehman also filed stake reports on 3 other companies: BayFirst Financial Corp (Oct 2026)
- The Vanguard Group also filed stake reports on 2384 other companies: BellRing Brands, Inc. (Sep 2026), CAL-MAINE FOODS INC (Sep 2026), FTAI Aviation Ltd. (Sep 2026)
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Timeline
| Filed | In / out | Person | Role | Effective | Source |
|---|---|---|---|---|---|
| 2026-07-07 | Reported | not named in the filing | 8-K, 2026-07-07 | ||
| 2026-06-23 | Reported | not named in the filing | 8-K, 2026-06-23 | ||
| 2026-05-01 | Reported | not named in the filing | 8-K, 2026-05-01 |
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Reported
In connection with his retirement, Mr. Maddy received a retirement gift equal in value to approximately $35,375.
- Existing Retirement Benefits Upon retirement, Mr. Maddy will receive such separation benefits in accordance with the existing terms of his employment agreement with the Bank dated August 24, 2023 (the "Employment Agreement") and will be eligible for a cash incentive under the 2026 Incentive Plan with the payout determined on actual achievement of the underlying financial metrics, Bank-wide strategic initiatives and individual goals and reduced pro-rata based on the retirement date of June 30, 2026.
- In addition, Mr. Maddy will receive defined annual benefits under the terms of his existing Executive Salary Continuation Agreement with Summit Community Bank, Inc. ("Summit") and the Supplemental Executive Retirement Plan with Summit, both of which were assumed by the Company.
- The Bank will also continue to maintain the Life Insurance Endorsement Method Split Dollar Plan Agreement with Mr. Maddy in accordance with its terms.
- One (1) share of the Company's common stock will be delivered to Mr. Maddy with respect to each such PRSU, subject to applicable withholding, by no later than March 15, 2027.
Reported
Mr. Halyama's appointment is in conjunction with the previously announced retirement of H. Charles Maddy, III as the President of the Company and the Bank, effective June 30, 2026.
- - Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers; Compensatory Arrangements of Certain Officers On June 22, 2026, at the organizational meeting of the Board of Directors following the 2026 Annual Meeting of Shareholders, Burke & Herbert Financial Services Corp. (the "Company") appointed Roy E. Halyama, the Company's current Executive Vice President and Chief Financial Officer, as the President of the Company and the President of Burke & Herbert Bank & Trust Company (the "Bank") effective July 1, 2026.
- Mr. Halyama, age 58, has successfully served as the Company's Executive Vice President and Chief Financial Officer since joining the Company in 2021.
- From 2019 to 2021, Mr. Halyama served as Chief Financial Officer for an affiliate of PNC Financial Services Group, Inc., in Pittsburgh, Pennsylvania.
- His previous experience also includes a corporate finance role at a regional bank in Pittsburgh, Pennsylvania, and several accounting, finance and investment roles over the course of sixteen years at regional and large financial institutions in Ohio and New York.
- Mr. Halyama earned a Bachelor of Science degree in Business Administration, Accounting and an MBA, Finance at The Ohio State University.
Reported
Additional details concerning the appointment of Mses.
- - Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers; Compensatory Arrangements of Certain Officers Appointment of Directors In accordance with the terms of the Merger Agreement, and as previously disclosed, as of the Effective Time, the Burke & Herbert board of directors appointed current LNKB directors Diane Poillon and Kristen Snyder to the board of the surviving corporation as the LNKB Continuing Directors.
- Appointment of Chief Operating Officer As of the Effective Time, Carl Lundblad, the current president of LNKB, joined Burke & Herbert and Burke & Herbert Bank as Executive Vice President and Chief Operating Officer, the principal operating officer of Burke & Herbert.
- Mr. Lundblad, age 55, has served as LNKB's President since 2019.
- He was also the Chief Risk Officer from 2019 until May 2024.
- Mr. Lundblad has more than 25 years of strategic, legal and operational leadership experience in the financial services industry, including as Executive Vice President and Chief Legal and Administrative Officer of Susquehanna Bancshares, Inc. from 2012 to 2015, up to and including the successful acquisition of Susquehanna by BB&T Corporation (now Truist Financial Corporation).
- Prior thereto, he served as Executive Vice President and General Counsel of Graystone Bank and Tower Bancorp, Inc. from 2007 to 2012.
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Where this comes from
A public company must file a current report on Form 8-K with the SEC within four business days when a director leaves or is elected, or when its chief executive, chief financial, chief accounting or chief operating officer, or another named executive, departs or is appointed. That disclosure goes under Item 5.02 of the report.
Every change on this page is taken from one of those filings and quoted in the company's own words, with a link to the filing, so it can be checked at the source. Where a filing names the person, the role and the date a change takes effect, they are shown beside the quote. Where it does not, the quote stands on its own. A filing states what changed; it rarely states why, and neither does this page.