Burke & Herbert Financial Services Corp. filed a Current Report on Form 8-K with the Securities and Exchange Commission on September 18, 2026. The filing includes a presentation titled "September 2026 Fixed Income Investor Presentation" attached as Exhibit 99.1.
The filing confirms the company is in the process of merging with LINKBANCORP, Inc. (LNKB). The presentation attached to the report contains forward-looking statements regarding the merger, including expected cost savings, synergies, returns, and anticipated benefits from the integration of the two companies.
The report outlines the leadership structure of Burke & Herbert. David Boyle serves as Chairman and Chief Executive Officer, a role he has held since 2020. Roy Halyama is the President, a position he assumed in July 2026. Kirtan Parikh was appointed Executive Vice President and Chief Financial Officer in July 2026. Cedar Hintelmann is the Executive Vice President and Chief Credit Officer, and Geoff Boyle is the Executive Vice President and Chief Investment Officer.
The company provides an overview of its operations, which include more than 100 locations across six states: Delaware, Maryland, West Virginia, Kentucky, Virginia, and Pennsylvania. As of June 30, 2026, the company reported total assets of $11.0 billion, total gross loans of $8.0 billion, and total deposits of $9.0 billion.
The filing details the company's market presence, noting it has 42 branches in Virginia with $4.1 billion in deposits, 28 branches in West Virginia with $2.3 billion in deposits, 18 branches in Maryland with $908 million in deposits, and 8 branches in Pennsylvania with $1.2 billion in deposits.
