Burke & Herbert Financial Se (BHRB) 13F Filing Data & Analysis (Q2 2026)

This 8-K from Burke & Herbert Financial Services reports that on July 6, 2026, the company and its bank subsidiary entered into a change-in-control agreement with Executive Vice President and CFO Kirtan Parikh. If a change in control occurs and Parikh is terminated without cause, or leaves for good reason, during a window from three months before to twelve months after the event, he would be entitled to 24 months of base salary, a lump sum equal to two times his target annual bonus, and up to 18 months of healthcare premium payments. In exchange, he would have to sign and not revoke a separation and release agreement that includes non-solicitation and other restrictions.

Burke & Herbert Financial Services Corp. issued a press release on July 23, 2026, announcing its operating and financial results for the quarter ended June 30, 2026. The press release is attached as Exhibit 99.1 to this 8-K filing. The filing also includes Regulation FD disclosure under Item 7.01.

Burke & Herbert Financial Services (BHRB) has filed the audited financial statements of LINKBANCORP (LNKB) for the years ending December 31, 2024 and 2025, as well as unaudited pro forma combined financial data for the full year 2025. This filing is part of the documentation for its acquisition of LNKB, allowing investors to see the historical and projected combined financial picture.

Burke & Herbert Financial Services Corp. (BHRB) reported that President H. Charles Maddy, III retired on June 30, 2026, as announced earlier. A Separation Agreement signed July 6, 2026, gives him a cash severance of $558,334.40 (10 months' salary), a company vehicle worth $58,400, 10 months of COBRA coverage, accelerated vesting of 6,673.32 performance-based restricted stock units, and a retirement gift of $35,375.