Other Events On July 23, 2026, the Company announced its Board of Directors declared a regular quarterly cash dividend on the Company's common stock of $0.55 per share, payable on September 1, 2026, to shareholders of record as of the close of business on August 14, 2026.

Results of Operations and Financial Condition. On July 23, 2026, Burke & Herbert Financial Services Corp. (the "Company") issued a press release announcing its results of operations and financial condition for the quarter ended June 30, 2026. A copy of the press release is included as Exhibit 99.1 to this report.

President — H. Charles Maddy, III: Mr. Maddy is retiring as President with a comprehensive separation package.

President — Roy E. Halyama: Mr. Roy E. Halyama was promoted to President following the retirement of H. Charles Maddy, III.

Completion of Acquisition or Disposition of Assets Effective on May 1, 2026 (the “Closing Date”), Burke & Herbert Financial Services Corp., a Virginia corporation (“Burke & Herbert”), completed its previously announced merger with LINKBANCORP, Inc., a Pennsylvania corporation (“LNKB”), pursuant to the Agreement and Plan of Merger dated December 18, 2025 between Burke & Herbert and LNKB (the “Merger Agreement”). Pursuant to the Merger Agreement, on the Closing Date, (i) LNKB merged with and in…

Chief Operating Officer — Carl Lundblad: Carl Lundblad was appointed as the Chief Operating Officer of Burke & Herbert following a merger.

Results of Operations and Financial Condition. On April 23, 2026, Burke & Herbert Financial Services Corp. (the "Company") issued a press release announcing its results of operations and financial condition for the quarter ended March 31, 2026. A copy of the press release is included as Exhibit 99.1 to this report.

Other Events On April 23, 2026, the Company announced its Board of Directors declared a regular quarterly cash dividend on the Company's common stock of $0.55 per share, payable on June 1, 2026, to shareholders of record as of the close of business on May 15, 2026.

Other Events On March 25, 2026, Burke & Herbert and LNKB issued a joint press release announcing that, at special meetings of their respective shareholders held on March 25, 2026, Burke & Herbert and LNKB shareholders approved the Merger of LNKB with and into Burke & Herbert, with Burke & Herbert as the surviving corporation pursuant to the Merger Agreement by and between Burke & Herbert and LNKB. The closing of the Merger remains subject to regulatory approvals and certain other customary cl…

Director — Diane Poillon and Kristen Snyder: Two directors from LNKB are being appointed to the board of the surviving corporation following a merger.

President — H. Charles Maddy, III: Mr. Maddy is retiring as President and will be succeeded by Roy E. Halyama.

Other Events On January 22, 2026, the Company announced its Board of Directors declared a regular quarterly cash dividend on the Company's common stock of $0.55 per share, payable on March 2, 2026, to shareholders of record as of the close of business on February 13, 2026.

Results of Operations and Financial Condition. On January 22, 2026, Burke & Herbert Financial Services Corp. (the "Company") issued a press release announcing its results of operations and financial condition for the quarter ended December 31, 2025. A copy of the press release is included as Exhibit 99.1 to this report.

The filing details an amendment to a supplemental executive retirement plan and the termination of a related trust, with no change in management or departure.

Entry into a Material Definitive Agreement On December 18, 2025, Burke & Herbert Financial Services Corp., a Virginia corporation (“BHRB”), and LINKBANCORP, Inc., a Pennsylvania corporation (“LNKB”), entered into an Agreement and Plan of Merger (the “Merger Agreement”). The Merger Agreement provides that, upon the terms and subject to the conditions set forth therein, LNKB will merge with and into BHRB, with BHRB as the surviving corporation (the “Merger”). The Merger Agreement further provid…

The Employment Agreements were amended and restated, modifying terms for the CEO and CFO.

Results of Operations and Financial Condition. On October 23, 2025, Burke & Herbert Financial Services Corp. (the "Company") issued a press release announcing its results of operations and financial condition for the quarter ended September 30, 2025. A copy of the press release is included as Exhibit 99.1 to this report.

Other Events On October 23, 2025, the Company announced its Board of Directors declared a regular quarterly cash dividend on the Company's common stock of $0.55 per share, payable on December 1, 2025, to shareholders of record as of the close of business on November 14, 2025.

Other Events On July 24, 2025, the Company announced its Board of Directors declared a regular quarterly cash dividend on the Company's common stock of $0.55 per share, payable on September 2, 2025, to shareholders of record as of the close of business on August 15, 2025.

Results of Operations and Financial Condition. On July 24, 2025, Burke & Herbert Financial Services Corp. (the "Company") issued a press release announcing its results of operations and financial condition for the quarter ended June 30, 2025. A copy of the press release is included as Exhibit 99.1 to this report.

Other Events On April 25, 2025, the Company announced its Board of Directors declared a regular quarterly cash dividend on the Company's common stock of $0.55 per share, payable on June 2, 2025, to shareholders of record as of the close of business on May 15, 2025.

Results of Operations and Financial Condition. On April 25, 2025, Burke & Herbert Financial Services Corp. (the "Company") issued a press release announcing its results of operations and financial condition for the quarter ended March 31, 2025. A copy of the press release is included as Exhibit 99.1 to this report.

Senior Vice President and Chief Accounting Officer — Patrick 'Kip' Huffman: The Company appointed Patrick 'Kip' Huffman as Senior Vice President and Chief Accounting Officer.

Chief Accounting Officer — Julie R. Markwood: Ms. Markwood is taking a temporary leave of absence for medical reasons and will cease her employment effective April 2, 2025.

Director — Jason A. Kitzmiller: Mr. Kitzmiller decided not to stand for re-election at the Company’s 2025 Annual Shareholder's Meeting.