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The Vanguard Group filed Amendment No. 1 to a Schedule 13G/A for Burke & Herbert Financial Services Corp reporting beneficial ownership of 0% — 0 shares of Common Stock as of 03/13/2026. The filing explains an internal realignment on 01/12/2026 that disaggregated certain subsidiaries' holdings from The Vanguard Group, Inc.
Burke & Herbert Financial Services Corp. reported that its shareholders approved the proposed merger with LINKBANCORP, Inc. at a special meeting held on March 25, 2026. Of 15,034,778 voting common shares outstanding as of the record date, 10,165,354 were represented, constituting a quorum.
The merger proposal received 9,963,159 votes for, 94,232 against, and 107,963 abstentions, so it passed by a wide margin. Burke & Herbert and LINK also announced that LINK shareholders approved the combination. The merger still requires regulatory approvals and satisfaction of other customary closing conditions before it can be completed.
Burke & Herbert Financial Services Corp. outlined board changes tied to its pending merger with LINKBANCORP, Inc. The company’s board has appointed LNKB directors Diane Poillon and Kristen Snyder to join the surviving corporation’s board and Audit Committee, effective upon completion of the merger, and plans to amend its bylaws to expand the board.
The filing also notes that director Jill S. Upson will not stand for re-election at the 2026 annual meeting, and directors Oscar M. Bean and Gary L. Hinkle are expected not to be renominated due to reaching the board’s age limit. The company states Upson’s decision is not due to any disagreement with the company or its leadership.
Burke & Herbert Financial Services Corp. executive Rowan Shannon Barrow, EVP of Wealth Services, acquired 63 shares of common stock through the company’s 2023 Employee Stock Purchase Plan at a price of $54.026 per share.
Following this ESPP purchase for the period from September 1, 2025 through February 28, 2026, Barrow directly holds a total of 5,123 common shares.
Burke & Herbert Financial Services Corp. reported that SVP and Chief Accounting Officer Patrick Kip Huffman acquired 109 shares of common stock through the company’s 2023 Employee Stock Purchase Plan. The shares were bought for the purchase period from September 1, 2025, through February 28, 2026, leaving him with 1,604 directly held shares.
Burke & Herbert Financial Services Corp. executive Lauren N. Kimlel, EVP of Branch Banking, acquired additional common stock through the company’s 2023 Employee Stock Purchase Plan. On February 28, 2026, she obtained 130 shares of common stock at $54.026 per share, bringing her direct holdings to 3,848 shares. The ESPP purchase period ran from September 1, 2025 through February 28, 2026, and the shares were bought at 85% of the issuer’s August 29, 2025 closing price, as provided under the plan and in transactions exempt under Rule 16b-3(c) and 16b-3(d).
Burke & Herbert Financial Services Corp. Chief Credit Officer Robert Victor Hintelmann Jr. acquired 74 shares of common stock on February 28, 2026 at $54.026 per share through the company’s 2023 Employee Stock Purchase Plan. Following this transaction, he directly owns 5,624 common shares.
Burke & Herbert Financial Services Corp. executive Jennifer Palmer Schmidt, EVP and Chief Risk Officer, acquired 231 shares of common stock through the company’s 2023 Employee Stock Purchase Plan. The shares were purchased at $54.026 per share, bringing her direct holdings to 4,703 shares following the transaction.
Burke & Herbert Financial Services Corp., parent of Burke & Herbert Bank & Trust Company, reports a growing community-banking franchise centered in the Washington, D.C. region and adjoining states. As of December 31, 2025, the company had total assets of $7.9 billion, gross loans of $5.3 billion, deposits of $6.4 billion, and shareholders’ equity of $855 million.
The company completed its merger with Summit Financial Group on May 3, 2024 and, under a December 18, 2025 agreement, plans a stock-for-stock merger with LINKBANCORP at a 0.1350 BHRB share exchange ratio, followed by a bank-level merger. Management highlights a community banking philosophy, disciplined credit culture, and a conservative capital position, with both the holding company and bank well above “well capitalized” regulatory thresholds. Burke & Herbert holds about $3.0 billion of deposits in the Washington, D.C. metro area, representing roughly 1.0% market share and ranking 14th in that market.
Ritchie Bradford E reported acquisition or exercise transactions in this Form 4 filing.
Burke & Herbert Financial Services Corp. executive Bradford E. Ritchie, EVP and Chief Lending Officer, received an equity award of 1,790 restricted stock units of common stock. The award was granted at no cash purchase price and represents additional compensation rather than an open-market share purchase.
According to the award terms, the 1,790 time-based restricted stock units will vest in three equal annual installments, as long as Ritchie remains employed through each vesting date. After this grant, his directly held common stock holdings reported in this filing total 23,737 shares.