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Beacon Financial Corp

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Tapewire entity
649
SEC CIK
0001108134
Parsed reports
464

Last 12 months

Inside the activity.

4 purchase rows · 1 sale rows

Disclosed non-derivative P/S rows, by transaction month. Includes amendments and private transactions.
Monthly counts
MonthPurchasesSales
Nov 202540
Dec 202500
Jan 202600
Feb 202601
Mar 202600
Apr 202600
May 202600
Jun 202600
Jul 202600
Aug 202600
Sep 202600
Oct 202600

Latest available

Insider transactions

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Purchases/sales include open-market and private transactions. Plan disclosure applies to the filing; individual rows may differ. “Not disclosed” is not “unplanned.”

The cutoff filters transaction history only. Company summaries and owner relationships show the latest available disclosures. Parser corrections can improve historical records.

Transaction dateOwner / reported roleActivity / securityShares / unitsReported priceReported valueDetails
August 29, 2025 Filed Sep 3, 2025 15:08 UTC
Tulchiner EllenEVP,Head of Cnsmr Lndng&Pymnts
Tax withholdingCommon Stock 2,906 $26.13 $75,933.78
Disclosure

SEC source: 0001437749-25-028224 · rdgdoc.xml · nonDerivative · entry 2

Tulchiner Ellen · CIK 0001892926 · EVP,Head of Cnsmr Lndng&Pymnts

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 5,908

F3 · balance_after: Since the reporting person's last report, 659 shares previously held through Stock Award II and 1,366 shares previously held through Stock Award III have vested and are now owned directly.

Read SEC document
August 29, 2025 Filed Sep 3, 2025 15:08 UTC
Tulchiner EllenEVP,Head of Cnsmr Lndng&Pymnts
GrantCommon Stock 6,036 $0.00 $0.00
Disclosure

SEC source: 0001437749-25-028224 · rdgdoc.xml · nonDerivative · entry 1

Tulchiner Ellen · CIK 0001892926 · EVP,Head of Cnsmr Lndng&Pymnts

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 8,814

F4 · shares: On January 30, 2023 the reporting person was granted 2,964 shares of restricted stock subject to a three-year cliff vesting schedule and subject to the satisfaction of certain performance criteria. The shares vested at 100% of target, resulting in the vesting of 2,964 shares of restricted stock, and were transferred to the executive on August 29, 2025.

F5 · shares: On January 30, 2024 the reporting person was granted 3,072 shares of restricted stock subject to a three-year cliff vesting schedule and subject to the satisfaction of certain performance criteria. The shares vested at 100% of target, resulting in the vesting of 3,072 shares of restricted stock, and were transferred to the executive on August 29, 2025.

F3 · balance_after: Since the reporting person's last report, 659 shares previously held through Stock Award II and 1,366 shares previously held through Stock Award III have vested and are now owned directly.

Read SEC document
August 29, 2025 Filed Sep 3, 2025 15:10 UTC
Prescott Wm GordonGeneral Counsel and Corp Sec
GrantCommon Stock 5,902 $0.00 $0.00
Disclosure

SEC source: 0001437749-25-028225 · rdgdoc.xml · nonDerivative · entry 1

Prescott Wm Gordon · CIK 0001757640 · General Counsel and Corp Sec

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 28,584

F4 · shares: On January 30, 2023 the reporting person was granted 2,668 shares of restricted stock subject to a three-year cliff vesting schedule and subject to the satisfaction of certain performance criteria. The shares vested at 100% of target, resulting in the vesting of 2,668 shares of restricted stock, and were transferred to the executive on August 29, 2025.

F5 · shares: On January 30, 2024 the reporting person was granted 3,234 shares of restricted stock subject to a three-year cliff vesting schedule and subject to the satisfaction of certain performance criteria. The shares vested at 100% of target, resulting in the vesting of 3,234 shares of restricted stock, and were transferred to the executive on August 29, 2025.

F3 · balance_after: Since the reporting person's last report, 593 shares previously held through Stock Award VIII and 1,438 shares previously held through Stock Award IX have vested and are now owned directly.

Read SEC document
August 29, 2025 Filed Sep 3, 2025 15:07 UTC
Brown James CannonSEVP-Head of Comm'l Banking
Tax withholdingCommon Stock 4,371 $26.13 $114,214.23
Disclosure

SEC source: 0001437749-25-028223 · rdgdoc.xml · nonDerivative · entry 2

Brown James Cannon · CIK 0001772542 · SEVP-Head of Comm'l Banking

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 13,072

F2 · balance_after: Since the reporting person's last report, 3,978 shares previously held through Stock Award II have vested and are now owned directly.

Read SEC document
August 29, 2025 Filed Sep 3, 2025 15:07 UTC
Brown James CannonSEVP-Head of Comm'l Banking
GrantCommon Stock 8,950 $0.00 $0.00
Disclosure

SEC source: 0001437749-25-028223 · rdgdoc.xml · nonDerivative · entry 1

Brown James Cannon · CIK 0001772542 · SEVP-Head of Comm'l Banking

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 17,443

F3 · shares: On January 30, 2024 the reporting person was granted 8,950 shares of restricted stock subject to a three-year cliff vesting schedule and subject to the satisfaction of certain performance criteria. The shares vested at 100% of target, resulting in the vesting of 8,950 shares of restricted stock, and were transferred to the executive on August 29, 2025.

F2 · balance_after: Since the reporting person's last report, 3,978 shares previously held through Stock Award II have vested and are now owned directly.

Read SEC document
August 29, 2025 Filed Sep 3, 2025 15:05 UTC
Mhatre Nitin J.Director · President and CEO
Tax withholdingCommon Stock 24,907 $26.13 $650,819.91
Disclosure

SEC source: 0001437749-25-028222 · rdgdoc.xml · nonDerivative · entry 2

Mhatre Nitin J. · CIK 0001457529 · Director · President and CEO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 128,831

F3 · balance_after: Since the reporting person's last report, 3,851 shares previously held through Stock Award III and 9,334 shares previously held through Stock Award IV have vested and are now owned directly.

Read SEC document
August 29, 2025 Filed Sep 3, 2025 15:05 UTC
Mhatre Nitin J.Director · President and CEO
GrantCommon Stock 38,327 $0.00 $0.00
Disclosure

SEC source: 0001437749-25-028222 · rdgdoc.xml · nonDerivative · entry 1

Mhatre Nitin J. · CIK 0001457529 · Director · President and CEO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 153,738

F4 · shares: On January 30, 2023 the reporting person was granted 17,327 shares of restricted stock subject to a three-year cliff vesting schedule and subject to the satisfaction of certain performance criteria. The shares vested at 100% of target, resulting in the vesting of 17,327 shares of restricted stock, and were transferred to the executive on August 29, 2025.

F5 · shares: On January 30, 2024 the reporting person was granted 21,000 shares of restricted stock subject to a three-year cliff vesting schedule and subject to the satisfaction of certain performance criteria. The shares vested at 100% of target, resulting in the vesting of 21,000 shares of restricted stock, and were transferred to the executive on August 29, 2025.

F3 · balance_after: Since the reporting person's last report, 3,851 shares previously held through Stock Award III and 9,334 shares previously held through Stock Award IV have vested and are now owned directly.

Read SEC document
August 29, 2025 Filed Sep 3, 2025 15:04 UTC
Lindenmuth Gregory DEVP and Chief Risk Officer
Tax withholdingCommon Stock 2,759 $26.13 $72,092.67
Disclosure

SEC source: 0001437749-25-028221 · rdgdoc.xml · nonDerivative · entry 2

Lindenmuth Gregory D · CIK 0001689797 · EVP and Chief Risk Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 23,377

F3 · balance_after: Since the reporting person's last report, 703 shares previously held through Stock Award VII and 1,703 shares previously held through Stock Award VIII have vested and are now owned directly.

Read SEC document
August 29, 2025 Filed Sep 3, 2025 15:04 UTC
Lindenmuth Gregory DEVP and Chief Risk Officer
GrantCommon Stock 6,992 $0.00 $0.00
Disclosure

SEC source: 0001437749-25-028221 · rdgdoc.xml · nonDerivative · entry 1

Lindenmuth Gregory D · CIK 0001689797 · EVP and Chief Risk Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 26,136

F4 · shares: On January 30, 2023 the reporting person was granted 3,162 shares of restricted stock subject to a three-year cliff vesting schedule and subject to the satisfaction of certain performance criteria. The shares vested at 100% of target, resulting in the vesting of 3,162 shares of restricted stock, and were transferred to the executive on August 29, 2025.

F5 · shares: On January 30, 2024 the reporting person was granted 3,830 shares of restricted stock subject to a three-year cliff vesting schedule and subject to the satisfaction of certain performance criteria. The shares vested at 100% of target, resulting in the vesting of 3,830 shares of restricted stock, and were transferred to the executive on August 29, 2025.

F3 · balance_after: Since the reporting person's last report, 703 shares previously held through Stock Award VII and 1,703 shares previously held through Stock Award VIII have vested and are now owned directly.

Read SEC document
August 29, 2025 Filed Sep 3, 2025 15:00 UTC
Conn KevinSr Managing Dir/Inv Relations
Tax withholdingCommon Stock 1,388 $26.13 $36,268.44
Disclosure

SEC source: 0001437749-25-028218 · rdgdoc.xml · nonDerivative · entry 1

Conn Kevin · CIK 0001854562 · Sr Managing Dir/Inv Relations

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 26,924

F4 · balance_after: Since the reporting person's last report, 769 shares previously held through Stock Award III, 1,938 shares previously held through Stock Award IV and 2,019 shares previously held through Stock Award V have vested and are now owned directly.

Read SEC document
August 29, 2025 Filed Sep 3, 2025 15:03 UTC
Brbovic BrettEVP and CFO
Tax withholdingCommon Stock 2,376 $26.13 $62,084.88
Disclosure

SEC source: 0001437749-25-028220 · rdgdoc.xml · nonDerivative · entry 1

Brbovic Brett · CIK 0001951144 · EVP and CFO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 16,512

F5 · balance_after: Since the reporting person's last report, 1,099 shares previously held through Stock Award II, 1,632 shares previously held through Stock Award III, 2,435 shares previously held through Stock Award IV and 2,926 shares previously held through Stock Award V have vested and are now owned directly.

Read SEC document
July 01, 2025 Filed Jul 2, 2025 18:08 UTC
Brbovic BrettEVP and CFO
Tax withholdingCommon Stock 430 $26.05 $11,201.50
Disclosure

SEC source: 0001437749-25-021927 · rdgdoc.xml · nonDerivative · entry 1

Brbovic Brett · CIK 0001951144 · EVP and CFO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 10,796

F5 · balance_after: Since the reporting person's last report, 1,462 shares previously held through Stock Award V have vested and are now owned directly.

Read SEC document
April 01, 2025 Filed Apr 3, 2025 19:32 UTC
Brbovic BrettEVP and CFO
Tax withholdingCommon Stock 480 $26.09 $12,523.20
Disclosure

SEC source: 0001437749-25-010874 · rdgdoc.xml · nonDerivative · entry 1

Brbovic Brett · CIK 0001951144 · EVP and CFO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 9,764

F6 · balance_after: Since the reporting person's last report, 741 shares previously held through Stock Award I, 406 shares previously held through Stock Award III, 487 shares previously held through Stock Award IV have vested and are now owned directly.

Read SEC document
April 01, 2025 Filed Jun 18, 2025 16:51 UTC
Conn KevinSr Managing Dir/Inv Relations
Tax withholdingCommon Stock 829 $26.09 $21,628.61
Disclosure

SEC source: 0001437749-25-020746 · rdgdoc.xml · nonDerivative · entry 1

Conn Kevin · CIK 0001854562 · Sr Managing Dir/Inv Relations

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 23,586

F5 · balance_after: Since the reporting person's last report, 1,620 shares previously held through Stock Award II, 484 shares previously held through Stock Award IV and 403 shares previously held through Stock Award V have vested and are now owned directly.

Read SEC document
March 03, 2025 Filed Mar 5, 2025 20:05 UTC
Tulchiner EllenEVP,Head of Cnsmr Lndng&Pymnts
Tax withholdingCommon Stock 426 $28.11 $11,974.86
Disclosure

SEC source: 0001437749-25-006268 · rdgdoc.xml · nonDerivative · entry 2

Tulchiner Ellen · CIK 0001892926 · EVP,Head of Cnsmr Lndng&Pymnts

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 753

Read SEC document
March 03, 2025 Filed Mar 5, 2025 20:05 UTC
Tulchiner EllenEVP,Head of Cnsmr Lndng&Pymnts
GrantCommon Stock 1,179 $0.00 $0.00
Disclosure

SEC source: 0001437749-25-006268 · rdgdoc.xml · nonDerivative · entry 1

Tulchiner Ellen · CIK 0001892926 · EVP,Head of Cnsmr Lndng&Pymnts

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 1,179

F3 · shares: On January 30, 2022 the reporting person was granted 2,095 shares of restricted stock subject to a three-year cliff vesting schedule and subject to the satisfaction of certain performance criteria. The shares vested at 56.3% of target, resulting in the vesting of 1,179 shares of restricted stock, and were transferred to the executive on March 3, 2025.

Read SEC document
March 03, 2025 Filed Mar 5, 2025 20:06 UTC
Lindenmuth Gregory DEVP and Chief Risk Officer
Tax withholdingCommon Stock 568 $28.11 $15,966.48
Disclosure

SEC source: 0001437749-25-006269 · rdgdoc.xml · nonDerivative · entry 2

Lindenmuth Gregory D · CIK 0001689797 · EVP and Chief Risk Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 16,738

Read SEC document
March 03, 2025 Filed Mar 5, 2025 20:06 UTC
Lindenmuth Gregory DEVP and Chief Risk Officer
GrantCommon Stock 1,934 $0.00 $0.00
Disclosure

SEC source: 0001437749-25-006269 · rdgdoc.xml · nonDerivative · entry 1

Lindenmuth Gregory D · CIK 0001689797 · EVP and Chief Risk Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 17,306

F3 · shares: On January 30, 2022 the reporting person was granted 3,436 shares of restricted stock subject to a three-year cliff vesting schedule and subject to the satisfaction of certain performance criteria. The shares vested at 56.3% of target, resulting in the vesting of 1,934 shares of restricted stock, and were transferred to the executive on March 3, 2025.

Read SEC document
March 03, 2025 Filed Mar 5, 2025 20:04 UTC
Prescott Wm GordonEVP and General Counsel
GrantCommon Stock 1,323 $0.00 $0.00
Disclosure

SEC source: 0001437749-25-006267 · rdgdoc.xml · nonDerivative · entry 1

Prescott Wm Gordon · CIK 0001757640 · EVP and General Counsel

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 20,651

F3 · shares: On January 30, 2022 the reporting person was granted 2,350 shares of restricted stock subject to a three-year cliff vesting schedule and subject to the satisfaction of certain performance criteria. The shares vested at 56.3% of target, resulting in the vesting of 1,323 shares of restricted stock, and were transferred to the executive on March 3, 2025.

Read SEC document
March 03, 2025 Filed Mar 5, 2025 20:02 UTC
Mhatre Nitin J.Director · President and CEO
Tax withholdingCommon Stock 4,596 $28.11 $129,193.56
Disclosure

SEC source: 0001437749-25-006266 · rdgdoc.xml · nonDerivative · entry 2

Mhatre Nitin J. · CIK 0001457529 · Director · President and CEO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 102,226

Read SEC document
March 03, 2025 Filed Mar 5, 2025 20:02 UTC
Mhatre Nitin J.Director · President and CEO
GrantCommon Stock 9,505 $0.00 $0.00
Disclosure

SEC source: 0001437749-25-006266 · rdgdoc.xml · nonDerivative · entry 1

Mhatre Nitin J. · CIK 0001457529 · Director · President and CEO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 106,822

F3 · shares: On January 30, 2022 the reporting person was granted 16,882 shares of restricted stock subject to a three-year cliff vesting schedule and subject to the satisfaction of certain performance criteria. The shares vested at 56.3% of target, resulting in the vesting of 9,505 shares of restricted stock, and were transferred to the executive on March 3, 2025.

Read SEC document
March 03, 2025 Filed Mar 5, 2025 20:00 UTC Tax withholdingCommon Stock 2,251 $28.11 $63,275.61
Disclosure

SEC source: 0001437749-25-006265 · rdgdoc.xml · nonDerivative · entry 2

Gray Sean · CIK 0001434597 · SEVP

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 108,077

Read SEC document
March 03, 2025 Filed Mar 5, 2025 20:00 UTC GrantCommon Stock 6,749 $0.00 $0.00
Disclosure

SEC source: 0001437749-25-006265 · rdgdoc.xml · nonDerivative · entry 1

Gray Sean · CIK 0001434597 · SEVP

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 110,328

F3 · shares: On January 30, 2022 the reporting person was granted 11,988 shares of restricted stock subject to a three-year cliff vesting schedule and subject to the satisfaction of certain performance criteria. The shares vested at 56.3% of target, resulting in the vesting of 6,749 shares of restricted stock, and were transferred to the executive on March 3, 2025.

Read SEC document
March 03, 2025 Filed Mar 5, 2025 19:58 UTC
Courtwright JacquelineEVP,Chief HR & Culture Officer
Tax withholdingCommon Stock 627 $28.11 $17,624.97
Disclosure

SEC source: 0001437749-25-006264 · rdgdoc.xml · nonDerivative · entry 2

Courtwright Jacqueline · CIK 0001845668 · EVP,Chief HR & Culture Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 12,522

Read SEC document
March 03, 2025 Filed Mar 5, 2025 19:58 UTC
Courtwright JacquelineEVP,Chief HR & Culture Officer
GrantCommon Stock 1,738 $0.00 $0.00
Disclosure

SEC source: 0001437749-25-006264 · rdgdoc.xml · nonDerivative · entry 1

Courtwright Jacqueline · CIK 0001845668 · EVP,Chief HR & Culture Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 13,149

F3 · shares: On January 30, 2022 the reporting person was granted 3,087 shares of restricted stock subject to a three-year cliff vesting schedule and subject to the satisfaction of certain performance criteria. The shares vested at 56.3% of target, resulting in the vesting of 1,738 shares of restricted stock, and were transferred to the executive on March 3, 2025.

Read SEC document
February 11, 2025 Filed Feb 14, 2025 14:27 UTC
Tulchiner EllenEVP,Head of Cnsmr Lndng&Pymnts
SaleCommon Stock 1,052 $29.97 $31,528.97
Disclosure

SEC source: 0001437749-25-003837 · rdgdoc.xml · nonDerivative · entry 1

Tulchiner Ellen · CIK 0001892926 · EVP,Head of Cnsmr Lndng&Pymnts

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

Read SEC document
January 30, 2025 Filed Feb 3, 2025 18:07 UTC
Mhatre Nitin J.Director · President and CEO
Tax withholdingCommon Stock 3,751 $29.13 $109,266.63
Disclosure

SEC source: 0001437749-25-002526 · rdgdoc.xml · nonDerivative · entry 1

Mhatre Nitin J. · CIK 0001457529 · Director · President and CEO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 97,317

F4 · balance_after: Since the reporting person's last report, 3,752 shares previously held through Stock Award II, 3,851 shares previously held through Stock Award III and 4,666 shares previously held through Stock Award IV, have vested and are now owned directly.

Read SEC document
January 30, 2025 Filed Feb 3, 2025 18:06 UTC
Brbovic BrettEVP and CFO
Tax withholdingCommon Stock 97 $29.13 $2,825.61
Disclosure

SEC source: 0001437749-25-002523 · rdgdoc.xml · nonDerivative · entry 1

Brbovic Brett · CIK 0001951144 · EVP and CFO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 8,610

F6 · balance_after: Since the reporting person's last report, 274 shares previously held through Stock Award II have vested and are now owned directly.

Read SEC document
January 30, 2025 Filed Feb 3, 2025 18:04 UTC
Conn KevinSr Managing Dir/Inv Relations
Tax withholdingCommon Stock 68 $29.15 $1,982.20
Disclosure

SEC source: 0001437749-25-002521 · rdgdoc.xml · nonDerivative · entry 1

Conn Kevin · CIK 0001854562 · Sr Managing Dir/Inv Relations

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 21,908

F5 · balance_after: Since the reporting person's last report, 192 shares previously held through Stock Award III have vested and are now owned directly.

Read SEC document
January 30, 2025 Filed Feb 3, 2025 18:03 UTC
Brown James CannonSEVP-Head of Comm'l Banking
Tax withholdingCommon Stock 1,547 $29.13 $45,064.11
Disclosure

SEC source: 0001437749-25-002518 · rdgdoc.xml · nonDerivative · entry 1

Brown James Cannon · CIK 0001772542 · SEVP-Head of Comm'l Banking

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 4,515

F3 · balance_after: Since the reporting person's last report, 2,471 shares previously held through Stock Award I and 1,989 shares previously held through Stock Award II have vested and are now owned directly.

Read SEC document
January 30, 2025 Filed Feb 3, 2025 18:02 UTC
Tulchiner EllenEVP,Head of Cnsmr Lndng&Pymnts
Tax withholdingCommon Stock 755 $29.13 $21,993.15
Disclosure

SEC source: 0001437749-25-002516 · rdgdoc.xml · nonDerivative · entry 1

Tulchiner Ellen · CIK 0001892926 · EVP,Head of Cnsmr Lndng&Pymnts

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 1,052

F4 · balance_after: Since the reporting person's last report, 466 shares previously held through Stock Award I, 659 shares previously held through Stock Award II and 682 shares previously held through Stock Award III, have vested and are now owned directly.

Read SEC document
January 30, 2025 Filed Feb 3, 2025 17:59 UTC
Prescott Wm GordonEVP and General Counsel
Tax withholdingCommon Stock 644 $29.13 $18,759.72
Disclosure

SEC source: 0001437749-25-002514 · rdgdoc.xml · nonDerivative · entry 1

Prescott Wm Gordon · CIK 0001757640 · EVP and General Counsel

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 19,328

F4 · balance_after: Since the reporting person's last report, 523 shares previously held through Stock Award VII, 593 shares previously held through Stock Award VIII and 718 shares previously held through Stock Award IX, have vested and are now owned directly.

Read SEC document
January 30, 2025 Filed Feb 3, 2025 17:58 UTC
Lindenmuth Gregory DEVP and Chief Risk Officer
Tax withholdingCommon Stock 814 $29.13 $23,711.82
Disclosure

SEC source: 0001437749-25-002510 · rdgdoc.xml · nonDerivative · entry 1

Lindenmuth Gregory D · CIK 0001689797 · EVP and Chief Risk Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 15,372

F4 · balance_after: Since the reporting person's last report, 764 shares previously held through Stock Award VI, 703 shares previously held through Stock Award VII and 851 shares previously held through Stock Award VIII, have vested and are now owned directly.

Read SEC document
January 30, 2025 Filed Feb 3, 2025 17:57 UTC
Courtwright JacquelineEVP,Chief HR & Culture Officer
Tax withholdingCommon Stock 877 $29.13 $25,547.01
Disclosure

SEC source: 0001437749-25-002507 · rdgdoc.xml · nonDerivative · entry 1

Courtwright Jacqueline · CIK 0001845668 · EVP,Chief HR & Culture Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 11,411

F4 · balance_after: Since the reporting person's last report, 687 shares previously held through Stock Award V, 659 shares previously held through Stock Award VI and 766 shares previously held through Stock Award VII, have vested and are now owned directly.

Read SEC document
January 30, 2025 Filed Feb 3, 2025 17:56 UTC Tax withholdingCommon Stock 2,212 $29.13 $64,435.56
Disclosure

SEC source: 0001437749-25-002504 · rdgdoc.xml · nonDerivative · entry 1

Gray Sean · CIK 0001434597 · SEVP

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 103,579

F4 · balance_after: Since the reporting person's last report, 2,665 shares previously held through Stock Award XVII, 2,196 shares previously held through Stock Award XVIII and 2,642 shares previously held through Stock Award XIX, have vested and are now owned directly.

Read SEC document
April 25, 2024 Filed Apr 26, 2024 15:52 UTC
Mhatre Nitin J.Director · President and CEO
PurchaseCommon Stock 1,100 $22.02 $24,221.12
Disclosure

SEC source: 0001437749-24-013340 · rdgdoc.xml · nonDerivative · entry 1

Mhatre Nitin J. · CIK 0001457529 · Director · President and CEO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 88,799

Read SEC document
April 01, 2024 Filed Apr 3, 2024 19:41 UTC
Conn KevinSr Managing Dir/Inv Relations
GrantCommon Stock 2,422 $0.00 $0.00
Disclosure

SEC source: 0001437749-24-010848 · rdgdoc.xml · nonDerivative · entry 2

Conn Kevin · CIK 0001854562 · Sr Managing Dir/Inv Relations

10b5-1 filing: No plan indicated

Ownership: Indirect · By Stock Award V

Disclosed balance after: 2,422

F5 · ownership.nature: Stock Awards granted pursuant to the Berkshire Hills Bancorp, Inc. 2022 Equity Compensation Plan vest 50% in three equal annual installments commencing on April 1, 2025 with the remaining 50% vesting on April 1, 2027.

Read SEC document
April 01, 2024 Filed Apr 3, 2024 19:41 UTC
Conn KevinSr Managing Dir/Inv Relations
Tax withholdingCommon Stock 1,858 $22.25 $41,340.50
Disclosure

SEC source: 0001437749-24-010848 · rdgdoc.xml · nonDerivative · entry 1

Conn Kevin · CIK 0001854562 · Sr Managing Dir/Inv Relations

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 21,784

F6 · balance_after: Since the reporting person's last report, 4,465 shares previously held through Stock Award I, 405 shares previously held through Stock Award II and 484 shares previously held through Stock Award IV have vested and are now owned directly.

Read SEC document
April 01, 2024 Filed Apr 3, 2024 19:39 UTC
Rosato R DavidSEVP - Chief Financial Officer
Tax withholdingCommon Stock 815 $22.25 $18,133.75
Disclosure

SEC source: 0001437749-24-010846 · rdgdoc.xml · nonDerivative · entry 1

Rosato R David · CIK 0001605452 · SEVP - Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 1,845

F3 · balance_after: Since the reporting person's last report, 2,660 shares previously held through Stock Award I have vested and are now owned directly.

Read SEC document
March 19, 2024 Filed Mar 19, 2024 21:10 UTC
Tulchiner EllenEVP,Head of Cnsmr Lndng&Pymnts
SaleCommon Stock 926 $21.71 $20,100.03
Disclosure

SEC source: 0001437749-24-008550 · rdgdoc.xml · nonDerivative · entry 1

Tulchiner Ellen · CIK 0001892926 · EVP,Head of Cnsmr Lndng&Pymnts

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

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March 07, 2024 Filed Mar 8, 2024 18:48 UTC SaleCommon Stock 200 $22.29 $4,458.00
Disclosure

SEC source: 0001437749-24-007129 · rdgdoc.xml · nonDerivative · entry 24

Adofo-Wilson Baye · CIK 0001779301 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

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March 07, 2024 Filed Mar 8, 2024 18:48 UTC SaleCommon Stock 163 $22.28 $3,630.83
Disclosure

SEC source: 0001437749-24-007129 · rdgdoc.xml · nonDerivative · entry 23

Adofo-Wilson Baye · CIK 0001779301 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 200

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March 07, 2024 Filed Mar 8, 2024 18:48 UTC SaleCommon Stock 200 $22.27 $4,454.00
Disclosure

SEC source: 0001437749-24-007129 · rdgdoc.xml · nonDerivative · entry 22

Adofo-Wilson Baye · CIK 0001779301 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 363

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March 07, 2024 Filed Mar 8, 2024 18:48 UTC SaleCommon Stock 200 $22.25 $4,450.00
Disclosure

SEC source: 0001437749-24-007129 · rdgdoc.xml · nonDerivative · entry 21

Adofo-Wilson Baye · CIK 0001779301 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 563

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March 07, 2024 Filed Mar 8, 2024 18:48 UTC SaleCommon Stock 400 $22.24 $8,896.00
Disclosure

SEC source: 0001437749-24-007129 · rdgdoc.xml · nonDerivative · entry 20

Adofo-Wilson Baye · CIK 0001779301 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 763

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March 07, 2024 Filed Mar 8, 2024 18:48 UTC SaleCommon Stock 1,800 $22.24 $40,023.00
Disclosure

SEC source: 0001437749-24-007129 · rdgdoc.xml · nonDerivative · entry 19

Adofo-Wilson Baye · CIK 0001779301 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 1,163

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March 07, 2024 Filed Mar 8, 2024 18:48 UTC SaleCommon Stock 28 $22.23 $622.44
Disclosure

SEC source: 0001437749-24-007129 · rdgdoc.xml · nonDerivative · entry 18

Adofo-Wilson Baye · CIK 0001779301 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 2,963

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March 07, 2024 Filed Mar 8, 2024 18:48 UTC SaleCommon Stock 600 $22.22 $13,332.00
Disclosure

SEC source: 0001437749-24-007129 · rdgdoc.xml · nonDerivative · entry 17

Adofo-Wilson Baye · CIK 0001779301 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 2,991

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March 07, 2024 Filed Mar 8, 2024 18:48 UTC SaleCommon Stock 1,100 $22.21 $24,431.00
Disclosure

SEC source: 0001437749-24-007129 · rdgdoc.xml · nonDerivative · entry 16

Adofo-Wilson Baye · CIK 0001779301 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 3,591

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March 07, 2024 Filed Mar 8, 2024 18:48 UTC SaleCommon Stock 400 $22.21 $8,882.00
Disclosure

SEC source: 0001437749-24-007129 · rdgdoc.xml · nonDerivative · entry 15

Adofo-Wilson Baye · CIK 0001779301 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 4,691

Read SEC document

Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.