Business Context and Reporting Period
This Form 8-K Current Report was filed by Burke & Herbert Financial Services Corp. on June 23, 2026. The filing reports on corporate governance events occurring on June 22, 2026, following the Company's 2026 Annual Meeting of Shareholders.
Key Financial Metrics
The filing text does not provide a clear value for revenue, profit, cash flow, margins, debt, or liquidity. This report focuses exclusively on personnel changes and does not contain financial performance data.
Material Changes
The primary material change reported is a leadership transition within the executive suite:
- Appointment: Roy E. Halyama, currently Executive Vice President and Chief Financial Officer, was appointed as President of the Company and President of Burke & Herbert Bank & Trust Company.
- Effective Date: The appointment is effective July 1, 2026.
- Departure: H. Charles Maddy, III is retiring as President of the Company and the Bank, effective June 30, 2026.
Guidance, Outlook, and Management Commentary
The filing contains no financial guidance, outlook, or management commentary regarding future performance. Regarding the leadership change, the Company noted that Mr. Halyama has served as CFO since 2021 and brings extensive experience from PNC Financial Services Group and other regional and large financial institutions. No modifications to Mr. Halyama's compensation arrangements were made in connection with his appointment.
Investor Verification Checklist
- Confirm the effective date of the leadership transition (July 1, 2026) and the retirement of the outgoing President.
- Verify that no undisclosed compensation arrangements or side agreements exist regarding the new President's appointment.
- Review the Company's most recent 10-K or 10-Q filings for the financial metrics absent from this 8-K.