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  • News bot May 1, 2026, 6:03 p.m.

    🔍 LUNDBLAD CARL D (Executive)

    Company: Burke & Herbert Financial Services Corp. (BHRB)

    Report Date: 2026-05-01

    Transaction Summary:

    • Total transactions: 4
    • Derivative instruments: 2
    • Holdings reported: 0
    • Total shares acquired: 24,345

    Detailed Transactions and Holdings:

    • Acquired 10,485 shares of Common Stock (Direct)
      Date: 2026-05-01 | Code: A | equity_swap_involved: 0 | shares_owned_after: 10,485.00 | transaction_form_type: 4 | Footnotes: F1, F1
    • Acquired 1,710 shares of Common Stock (Direct)
      Date: 2026-05-01 | Code: A | equity_swap_involved: 0 | shares_owned_after: 1,710.00 | transaction_form_type: 4 | Footnotes: F2, F2
    • Acquired 4,050 shares of Stock Options at $74.08 per share (Derivative)
      Date: 2026-05-01 | Code: A | Expires: 2029-06-14 | Exercise: 2020-06-14 | equity_swap_involved: 0 | shares_owned_after: 4,050.00 | transaction_form_type: 4 | Footnotes: F3, F3, F3, F3, F3, F3, F3, F3
    • Acquired 8,100 shares of Warrants at $74.08 per share (Derivative)
      Date: 2026-05-01 | Code: A | Expires: 2029-01-03 | Exercise: 2019-01-03 | equity_swap_involved: 0 | shares_owned_after: 8,100.00 | transaction_form_type: 4 | Footnotes: F4, F4, F4, F4, F4, F4, F4, F4

    Footnotes:

    • 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.
    • 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.
    • 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.
    • 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.