Burke & Herbert names Roy Halyama president

Burke & Herbert Financial Services Corp. appointed Roy E. HalyamaJuly 1, 2026.

Rhea-AI Filing Summary

Burke & Herbert Financial Services Corp. appointed Roy E. HalyamaJuly 1, 2026. The move follows the previously announced retirement of H. Charles Maddy, III as President effective June 30, 2026.

Halyama, age 58, has served as CFO since 2021 and previously held senior finance roles at an affiliate of PNC Financial Services Group and other financial institutions. The company states there are no family relationships, related-party transactions, or new compensation arrangements associated with his appointment.

8-K Event Classification

2 items: 5.02, 9.01

2 items

Item 5.02 Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers Governance

Key personnel changes including departures, elections, or appointments of directors and executive officers.

Item 9.01 Financial Statements and Exhibits Exhibits

Financial statements, pro forma financial information, or exhibit attachments filed with this report.

Key Figures

Effective date of new President: July 1, 2026 Retirement effective date: June 30, 2026 Roy E. Halyama age: 58 years +2 more

5 metrics

Effective date of new President July 1, 2026 Roy E. Halyama becomes President of company and bank

Retirement effective date June 30, 2026 Retirement of President H. Charles Maddy, III

Roy E. Halyama age 58 years Age of incoming President as disclosed

CFO tenure start 2021 Year Halyama joined as Executive VP and CFO

Prior CFO role period 2019 to 2021 Served as CFO for an affiliate of PNC Financial Services Group

Key Terms

Emerging growth company, Annual Meeting of Shareholders, Regulation S-K, Item 404(a), +1 more

5 terms

Emerging growth company regulatory

"Emerging growth company"

An emerging growth company is a recently public or smaller public firm that qualifies for temporary, lighter regulatory and disclosure rules to reduce the cost and effort of being public. For investors, it means the company may provide less historical financial detail and face fewer reporting requirements than larger firms, so it can grow more quickly but also carries higher uncertainty—like buying a promising early-stage product with fewer user reviews.

Annual Meeting of Shareholders regulatory

"following the 2026 Annual Meeting of Shareholders"

A yearly gathering where a company’s owners (shareholders) vote on key items like electing the board, approving executive pay, and ratifying auditors, and receive updates on performance and strategy. Think of it as an annual town hall for owners: it matters to investors because outcomes and disclosures can affect leadership, corporate direction, dividend and governance policies, and therefore the company’s risk and potential return.

Regulation S-K regulatory

"subject to disclosure under Item 404(a) of Regulation S-K"

A set of U.S. Securities and Exchange Commission rules that tell public companies which narrative and qualitative details must be disclosed in filings, such as risk factors, management discussion, executive pay, legal proceedings and business description. Think of it as a standardized checklist or blueprint that ensures investors get the same types of background information from every company so they can compare risks, management quality and strategy before making investment decisions.

Item 404(a) regulatory

"subject to disclosure under Item 404(a) of Regulation S-K"

organizational meeting of the Board of Directors regulatory

"at the organizational meeting of the Board of Directors"

FAQ

AI-generated questions and answers. How Rhea-AI works. Not financial advice.

What executive leadership change did Burke & Herbert (BHRB) announce in this 8-K?

Burke & Herbert named Executive Vice President and CFO Roy E. Halyama as President of both the holding company and Burke & Herbert Bank & Trust Company, effective July 1, 2026, following the retirement of President H. Charles Maddy, III.

When does Roy E. Halyama become President of Burke & Herbert (BHRB)?

Roy E. Halyama’s appointment as President becomes effective on July 1, 2026. The Board approved this at its organizational meeting on June 22, 2026, following the 2026 Annual Meeting of Shareholders, aligning with the prior retirement date for the outgoing president.

What is Roy E. Halyama’s background before becoming President at Burke & Herbert (BHRB)?

Roy E. Halyama has been Executive Vice President and CFO of Burke & Herbert since 2021. From 2019 to 2021, he served as CFO for an affiliate of PNC Financial Services Group and previously held multiple finance and investment roles at regional and large financial institutions.

Will Roy E. Halyama’s compensation change with his new role at Burke & Herbert (BHRB)?

The company states that no modifications were made to Roy E. Halyama’s compensation arrangements in connection with his appointment as President. His existing compensation structure as Executive Vice President and Chief Financial Officer remains in place after the transition.

Are there any related-party transactions or family relationships disclosed for Roy E. Halyama at Burke & Herbert (BHRB)?

The company reports no family relationship between Roy E. Halyama and any director or executive officer, and indicates there are no transactions involving him requiring disclosure under Item 404(a) of Regulation S-K relating to related-party dealings.

Why is Burke & Herbert (BHRB) President H. Charles Maddy, III leaving his role?

H. Charles Maddy, III is stepping down due to a previously announced retirement as President of both the company and the bank, effective June 30, 2026. Roy E. Halyama’s appointment is described as being made in conjunction with this planned retirement.

AI-generated analysis. How Rhea-AI works. Not financial advice.

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Accepted by SEC EDGAR 06/23/2026 - 04:18 PM EDT Learn about SEC filing dates

false000196433300019643332026-06-232026-06-23

UNITED STATES

SECURITIES AND EXCHANGE COMMISSION

Washington, D.C. 20549

___________________________________

FORM 8-K

___________________________________

CURRENT REPORT

Pursuant to Section 13 or 15(d)

of the Securities Exchange Act of 1934

June 23, 2026

Date of Report (date of earliest event reported)

___________________________________

Burke & Herbert Financial Services Corp.

(Exact name of registrant as specified in its charter)

___________________________________

Virginia (State or other jurisdiction of incorporation or organization)			001-41633 (Commission File Number)			92-0289417 (I.R.S. Employer Identification Number)
100 S. Fairfax Street Alexandria, VA 22314
(Address of principal executive offices and zip code)
(703) 666-3555
(Registrant's telephone number, including area code)

___________________________________

Check the appropriate box below if the Form 8-K filing is intended to simultaneously satisfy the filing obligation of the registrant under any of the following provisions:

☐			Written communications pursuant to Rule 425 under the Securities Act (17 CFR 230.425)
☐			Soliciting material pursuant to Rule 14a-12 under the Exchange Act (17 CFR 240.14a-12)
☐			Pre-commencement communications pursuant to Rule 14d-2(b) under the Exchange Act (17 CFR 240.14d-2(b))
☐			Pre-commencement communications pursuant to Rule 13e-4(c) under the Exchange Act (17 CFR 240.13e-4(c))

Securities registered pursuant to Section 12(b) of the Act:
Title of each class			Trading Symbol			Name of each exchange on which registered
Common stock, par value $0.50			BHRB			The Nasdaq Stock Market LLC

Indicate by check mark whether the registrant is an emerging growth company as defined in Rule 12b-2 of the Exchange Act.

Emerging growth company ☐

If an emerging growth company, indicate by check mark if the registrant has elected not to use the extended transition period for complying with any new or revised financial accounting standards provided pursuant to Section 13(a) of the Exchange Act. ☐

Item 5.02 - 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’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.

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.

No family relationship exists between Mr. Halyama and any of the Company’s directors or executive officers. There are no arrangements or understandings between Mr. Halyama and any other person pursuant to which Mr. Halyama was appointed as an officer of the Company, nor are there any transactions to which the Company is or was a participant and in which Mr. Halyama had or will have a direct or indirect material interest subject to disclosure under Item 404(a) of Regulation S-K. No modifications to Mr. Halyama’s compensation arrangements were made in connection with his appointment.

Item 9.01 - Financial Statements and Exhibits

(d) The following exhibits are being filed herewith:

Exhibit No.						Description
104						Cover Page Interactive Data File (embedded within the Inline XBRL document)

SIGNATURE

Pursuant to the requirements of the Securities Exchange Act of 1934, as amended, the Registrant has duly caused this report to be signed on its behalf by the undersigned hereunto duly authorized on this 23rd day of June, 2026.

Burke & Herbert Financial Services Corp.
By:			/s/ Roy E. Halyama
Name:			Roy E. Halyama
Title:			Executive Vice President, CFO

Filing Exhibits & Attachments

3 documents

Other Documents

• EX-101 XBRL TAXONOMY EXTENSION SCHEMA DOCUMENT 1.8 KB
• EX-101 XBRL TAXONOMY EXTENSION LABEL LINKBASE DOCUMENT 21.1 KB
• EX-101 XBRL TAXONOMY EXTENSION PRESENTATION LINKBASE DOCUMENT 12.2 KB