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Get filing alertsUnion Bankshares promotes Carrie Locklin to CFO, expands Karyn Hale's COO role
Filed July 16, 2026 · Period ending July 15, 2026 · ~1 min read
Key Changes
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Carrie Locklin, Union Bank's Chief Accounting Officer since 2006, promoted to CFO of both Union Bankshares and Union Bank, leading finance, financial planning, balance sheet management, and strategic financial decision-making.
Item 5.02 — Departure of Directors or Certain Officers; Election of Directors; Compensation verify on EDGAR → -
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Karyn Hale transitions from CFO to expanded COO role at Union Bank, overseeing financial, human resources, operations, branch, and facilities teams while shaping long-term strategic direction; remains Vice President of Union Bankshares.
Exhibit 99.1 view on EDGAR → -
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Mitchell Kent promoted to Senior Risk Officer following Patricia Hogan's retirement, overseeing enterprise risk management, internal audit, compliance, fraud, security, and BSA/AML programs after joining in September 2025 for planned transition.
Exhibit 99.1 view on EDGAR →
Summary
Union Bankshares executed a planned leadership transition, promoting three internal veterans to expanded roles. Carrie Locklin, a nearly twenty-year employee who joined in 2006, moves from Chief Accounting Officer to CFO of both the parent company and Union Bank.
Karyn Hale, who previously held the CFO position, transitions to an expanded Chief Operating Officer role at Union Bank with broader oversight of financial, human resources, operations, branch, and facilities teams. Mitchell Kent, who joined in September 2025 specifically to prepare for this transition, becomes Senior Risk Officer following Patricia Hogan's retirement.
The moves reflect succession planning with deep internal bench strength—all three appointees have substantial tenure with the organization. Locklin's promotion to CFO maintains continuity in financial leadership while Hale's expanded COO responsibilities suggest the company is consolidating operational oversight. Kent's nine-month onboarding period before assuming the Senior Risk Officer role indicates deliberate knowledge transfer in the critical risk management function. For a community bank, this level of planned internal succession reduces execution risk during leadership transitions.
Section-by-Section Diff
Event · Item 5.02 — Departure of Directors or Certain Officers; Election of Directors; Compensation
Item 5.02 — Departure of Directors or Certain Officers; Election of Directors; Compensation filed; see Key Changes for terms.
Added in current filing · verify on EDGAR →
On July 15, 2026, the Board of Directors of Union Bankshares, Inc. (the "Company") and Union Bank, a wholly owned subsidiary of the Company, appointed Union Bank's Chief Accounting Officer, Carrie R. Locklin, age 52, to serve as Chief Financial Officer of the Company and Union Bank, succeeding Karyn J. Hale, age 56, who held that position prior to Ms. Locklin's appointment. Ms. Hale retains the position of Chief Operating Officer of Union Bank and Vice President of the Company.
The Board appointed Carrie R. Locklin, the bank's Chief Accounting Officer, as CFO of both the parent company and Union Bank. Karyn J. Hale, the prior CFO, remains with the company as Chief Operating Officer of Union Bank and Vice President of the parent company. This is an internal promotion with continuity in leadership.
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Figures/quotes linked to EDGAR · Narrative written by AI · Jul 20, 2026 · How we verify