Carl D. Lundblad - 01 May 2026 Form 4 Insider Report for Burke & Herbert Financial Services Corp. (BHRB)

Reporting relationship: EVP, Chief Operating Officer
Issuer ticker: BHRB
Reported as of: 01 May 2026
Net transaction value: $0
SEC form: 4
Accepted by SEC: 01 May 2026, 14:03:18 UTC
Prior SEC filing: 28 Apr 2026
Next SEC filing: 19 May 2026
Source filing: View source filing
Reporting owner signature: /s/ Matthew Rucker, as Attorney-in-Fact for Carl D. Lundblad

Key filing fact

Carl D. Lundblad filed Form 4 for Burke & Herbert Financial Services Corp. (BHRB) on 01 May 2026.

Key facts

This page summarizes Carl D. Lundblad's Form 4 filing for Burke & Herbert Financial Services Corp. (BHRB).
4 reported transactions and 2 derivative rows are listed below.
Accepted by SEC: 01 May 2026, 14:03.

Change

Previous filing in this sequence was filed on 28 Apr 2026.
Current net transaction value: $0.

Research use

This tells you what this filing adds before you inspect full transaction and derivative tables.
You can trace every row back to the original SEC filing document.

Evidence

Filed on Form 4

Ownership activity is grounded in SEC Form 4 disclosures.

View source filing

Reporting Owners (1)

CIK 0001459685 Primary reporting owner

LUNDBLAD CARL D

Relationship: EVP, Chief Operating Officer
Address: 100 SOUTH FAIRFAX STREET, ALEXANDRIA
Signature: /s/ Matthew Rucker, as Attorney-in-Fact for Carl D. Lundblad
Signature date: 01 May 2026

Reported non-derivative transactions

Shares, units, or other non-derivative securities reported in this filing.

BHRB transaction

Common Stock

Award

Transaction value
Shares: +10,485
Change %
Price
Shares after: 10,485
Date: 01 May 2026
Ownership: Direct
Footnotes: F1

BHRB transaction

Common Stock

Award

Transaction value
Shares: +1,710
Change %
Price
Shares after: 1,710
Date: 01 May 2026
Ownership: By IRA
Footnotes: F2

Reported derivative securities

Options, warrants, convertible securities, or similar derivative positions disclosed in the filing.

BHRB transaction Derivative

Stock Options

Award

Transaction value
Shares: +4,050
Change %
Price
Shares after: 4,050
Date: 01 May 2026
Ownership: Direct
Underlying class: Common Stock
Underlying amount: 4,050
Exercise price: $74.08
Footnotes: F3

BHRB transaction Derivative

Warrants

Award

Transaction value
Shares: +8,100
Change %
Price
Shares after: 8,100
Date: 01 May 2026
Ownership: Direct
Underlying class: Common Stock
Underlying amount: 8,100
Exercise price: $74.08
Footnotes: F4

^* marks a reported price that did not pass the local price check.

Additional SEC filing notes

Filing notes and footnotes

Explanation of responses 4 footnotes

Footnote F1

Pursuant to the Agreement and Plan of Merger dated December 18, 2025 (the "Merger Agreement") by and between LINKBANCORP, Inc. ("LNKB") and BHRB, effective May 1, 2026 (the "Closing Date") LNKB merged into BHRB (the "merger") with BHRB surviving. Pursuant to the Merger Agreement, each of the Reporting Person's 77,674 directly held shares of LNKB common stock outstanding at the Closing Date was converted into the right to receive 0.1350 shares of BHRB common stock, with cash to be received in lieu of fractional shares.

Footnote F2

Pursuant to the Merger Agreement, each of the Reporting Person's 12,671 indirectly held shares of LNKB common stock outstanding at the Closing Date was converted into the right to receive 0.1350 shares of BHRB common stock, with cash to be received in lieu of fractional shares.

Footnote F3

Pursuant to the Merger Agreement by and between LNKB and BHRB, effective as of the Closing Date, each of the Reporting Person's LNKB options outstanding at the Closing Date were converted into the right to receive an option of Burke & Herbert, subject to the same terms and conditions as applied to the corresponding LNKB Option immediately prior to the Closing Date, as adjusted pursuant to the Merger Agreement.

Footnote F4

Pursuant to the Merger Agreement by and between LNKB and BHRB, effective as of the Closing Date, each of the Reporting Person's LNKB warrants outstanding at the Closing Date were converted into the right to receive a warrant of Burke & Herbert, subject to the same terms and conditions as applied to the corresponding LNKB Warrant immediately prior to the Closing Date, as adjusted pursuant to the Merger Agreement.