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Beacon Financial Corp

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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

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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
January 30, 2023 Filed Feb 1, 2023 18:29 UTC
Courtwright JacquelineEVP,Chief HR & Culture Officer
Tax withholdingCommon Stock 565 $30.36 $17,153.40
Disclosure

SEC source: 0001567619-23-001609 · doc1.xml · nonDerivative · entry 1

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 5,487

F6 · balance_after: Since the reporting person's last report, 664 shares previously held through Stock Award IV and 686 shares previously held through Stock Award V have vested and are now owned directly.

Read SEC document
January 30, 2023 Filed Feb 1, 2023 18:28 UTC
Brbovic BrettInterim CFO
GrantCommon Stock 1,647 $0.00 $0.00
Disclosure

SEC source: 0001567619-23-001607 · doc1.xml · nonDerivative · entry 1

Brbovic Brett · CIK 0001951144 · Interim CFO

10b5-1 filing: Not disclosed

Ownership: Indirect · By Stock Award V

Disclosed balance after: 1,647

F5 · ownership.nature: Stock Awards granted pursuant to the Berkshire Hills Bancorp, Inc. 2022 Equity Compensation Plan Stock Awards vest 50% in three equal annual installments commencing on January 30, 2024 with the remaining 50% vesting on January 30, 2026.

Read SEC document
January 30, 2023 Filed Feb 1, 2023 18:27 UTC
Brown James CannonSEVP-Head of Comm'l Banking
GrantCommon Stock 4,941 $0.00 $0.00
Disclosure

SEC source: 0001567619-23-001605 · doc1.xml · nonDerivative · entry 1

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

10b5-1 filing: Not disclosed

Ownership: Indirect · By Stock Award I

Disclosed balance after: 4,941

F1 · ownership.nature: Stock Awards granted pursuant to the Berkshire Hills Bancorp, Inc. 2022 Equity Compensation Plan vest in two equal annual installments beginning on January 30, 2024.

Read SEC document
January 30, 2023 Filed Feb 1, 2023 18:26 UTC
Bellomia LuciaEVP, Head of Retail Banking
GrantCommon Stock 1,977 $0.00 $0.00
Disclosure

SEC source: 0001567619-23-001603 · doc1.xml · nonDerivative · entry 2

Bellomia Lucia · CIK 0001892838 · EVP, Head of Retail Banking

10b5-1 filing: Not disclosed

Ownership: Indirect · By Stock Award II

Disclosed balance after: 1,977

F2 · ownership.nature: Stock Awards granted pursuant to the Berkshire Hills Bancorp, Inc. 2022 Equity Compensation Plan vest in three equal annual installments beginning on January 30, 2024.

Read SEC document
January 30, 2023 Filed Feb 1, 2023 18:26 UTC
Bellomia LuciaEVP, Head of Retail Banking
Tax withholdingCommon Stock 174 $30.36 $5,282.64
Disclosure

SEC source: 0001567619-23-001603 · doc1.xml · nonDerivative · entry 1

Bellomia Lucia · CIK 0001892838 · EVP, Head of Retail Banking

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 317

F3 · balance_after: Since the reporting person's last report, 466 shares previously held through Stock Award I have vested and are now owned directly.

Read SEC document
January 30, 2023 Filed Feb 1, 2023 18:23 UTC
Bacigalupo George F.Executive Vice President
GrantCommon Stock 3,624 $0.00 $0.00
Disclosure

SEC source: 0001567619-23-001601 · doc1.xml · nonDerivative · entry 2

Bacigalupo George F. · CIK 0001589335 · Executive Vice President

10b5-1 filing: Not disclosed

Ownership: Indirect · By Stock Award XIII

Disclosed balance after: 3,624

F3 · ownership.nature: Stock Awards granted pursuant to the Berkshire Hills Bancorp, Inc. 2022 Equity Compensation Plan vest in three equal annual installments beginning on January 30, 2024.

Read SEC document
January 30, 2023 Filed Feb 1, 2023 18:23 UTC
Bacigalupo George F.Executive Vice President
Tax withholdingCommon Stock 1,083 $30.36 $32,879.88
Disclosure

SEC source: 0001567619-23-001601 · doc1.xml · nonDerivative · entry 1

Bacigalupo George F. · CIK 0001589335 · Executive Vice President

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 45,258

F5 · balance_after: Since the reporting person's last report, 1,810 shares previously held through Stock Award XI and 1,286 shares previously held through Stock Award XII have vested and are now owned directly.

Read SEC document
July 01, 2022 Filed Jul 5, 2022 18:33 UTC
Courtwright JacquelineEVP,Chief HR & Culture Officer
Tax withholdingCommon Stock 615 $25.21 $15,504.15
Disclosure

SEC source: 0001567619-22-013648 · doc1.xml · nonDerivative · entry 1

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 4,702

F6 · balance_after: Since the reporting person's last report, 1,182 shares previously held through Stock Award II and 523 shares previously held through Stock Award III have vested and are now owned directly.

Read SEC document
July 01, 2022 Filed Jul 5, 2022 18:32 UTC
White Jason TEVP, Chief Information Officer
Tax withholdingCommon Stock 1,155 $25.21 $29,117.55
Disclosure

SEC source: 0001567619-22-013647 · doc1.xml · nonDerivative · entry 1

White Jason T · CIK 0001845792 · EVP, Chief Information Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 3,442

F6 · balance_after: Since the reporting person's last report, 3,225 shares previously held through Stock Award I and 458 shares previously held through Stock Award II have vested and are now owned directly.

Read SEC document
July 01, 2022 Filed Jul 5, 2022 18:32 UTC GrantCommon Stock 2,099 $0.00 $0.00
Disclosure

SEC source: 0001567619-22-013646 · doc1.xml · nonDerivative · entry 1

Desai Mihir A. · CIK 0001919184 · Director

10b5-1 filing: Not disclosed

Ownership: Indirect · By Stock Award I

Disclosed balance after: 2,099

F1 · ownership.nature: Stock Awards granted pursuant to the Berkshire Hills Bancorp, Inc. 2022 Equity Compensation Plan vest 100% on January 30, 2023.

Read SEC document
May 31, 2022 Filed Jun 1, 2022 21:33 UTC
Prescott Wm GordonEVP and General Counsel
PurchaseCommon Stock 16 $26.00 $415.97
Disclosure

SEC source: 0001567619-22-012023 · doc1.xml · nonDerivative · entry 1

Prescott Wm Gordon · CIK 0001757640 · EVP and General Counsel

10b5-1 filing: Not disclosed

Ownership: Indirect · By IRA

Disclosed balance after: 1,196

Read SEC document
May 16, 2022 Filed May 18, 2022 17:40 UTC SaleCommon Stock 1,274,279 $24.70 $31,474,691.30
Disclosure

SEC source: 0000921895-22-001718 · form412910003_05182022.xml · nonDerivative · entry 4

Zaitzeff Michael · CIK 0001861474 · Director

10b5-1 filing: Not disclosed

Ownership: Indirect · HOF III Fund

Disclosed balance after: 0

F2 · ownership.nature: The Reporting Person disclaims beneficial ownership of the securities of the Issuer reported herein except to the extent of his pecuniary interest therein, and this report shall not be deemed to be an admission that the Reporting Person is the beneficial owner of such securities for purposes of Section 16 or for any other purpose.

Read SEC document
May 10, 2022 Filed May 11, 2022 16:34 UTC
Mhatre Nitin J.Director · President and CEO
PurchaseCommon Stock 1,500 $25.13 $37,695.00
Disclosure

SEC source: 0001567619-22-010020 · doc1.xml · nonDerivative · entry 1

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 43,331

Read SEC document
May 06, 2022 Filed May 9, 2022 18:22 UTC PurchaseCommon Stock 40 $25.16 $1,006.40
Disclosure

SEC source: 0001567619-22-009774 · doc1.xml · nonDerivative · entry 1

Hughes William H III · CIK 0001779300 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 3,147

Read SEC document
April 01, 2022 Filed Apr 4, 2022 20:27 UTC
Basu SubhadeepSEVP and CFO
Tax withholdingCommon Stock 219 $28.82 $6,311.58
Disclosure

SEC source: 0001567619-22-007964 · doc1.xml · nonDerivative · entry 1

Basu Subhadeep · CIK 0001854552 · SEVP and CFO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 8,525

F3 · balance_after: Since the reporting person's last report, 744 shares previously held through Stock Award I have vested and are now owned directly.

Read SEC document
April 01, 2022 Filed Feb 1, 2023 19:44 UTC
Conn KevinSVP, Investors & Corp. Devel
GrantCommon Stock 2,429 $0.00 $0.00
Disclosure

SEC source: 0001567619-23-001634 · doc1.xml · nonDerivative · entry 2

Conn Kevin · CIK 0001854562 · SVP, Investors & Corp. Devel

10b5-1 filing: Not disclosed

Ownership: Indirect · By Stock Award II

Disclosed balance after: 2,429

F2 · ownership.nature: Stock Awards granted pursuant to the Berkshire Hills Bancorp, Inc. 2018 Equity Compensation Plan vest 50% in three equal annual installments commencing on April 1, 2023 with the remaining 50% vesting on April 1, 2025.

Read SEC document
April 01, 2022 Filed Feb 1, 2023 19:44 UTC
Conn KevinSVP, Investors & Corp. Devel
Tax withholdingCommon Stock 391 $28.82 $11,268.62
Disclosure

SEC source: 0001567619-23-001634 · doc1.xml · nonDerivative · entry 1

Conn Kevin · CIK 0001854562 · SVP, Investors & Corp. Devel

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 11,975

F4 · balance_after: Since the reporting person's last report, 1,116 shares previously held through Stock Award I have vested and are now owned directly.

Read SEC document
March 16, 2022 Filed Mar 16, 2022 22:00 UTC OtherCommon Stock 1,274,279 Not disclosed Not disclosed
Disclosure

SEC source: 0000921895-22-000892 · form412910003_03162022.xml · nonDerivative · entry 5

Zaitzeff Michael · CIK 0001861474 · Director

10b5-1 filing: Not disclosed

Ownership: Indirect · HOF III Fund

Disclosed balance after: 1,274,279

F8 · kind: HOF III Fund received 1,274,279 shares of common stock of the Issuer in the Holdco Fund Distribution.

F8 · shares: HOF III Fund received 1,274,279 shares of common stock of the Issuer in the Holdco Fund Distribution.

F8 · price: HOF III Fund received 1,274,279 shares of common stock of the Issuer in the Holdco Fund Distribution.

F2 · ownership.nature: The Reporting Person disclaims beneficial ownership of the securities of the Issuer reported herein except to the extent of his pecuniary interest therein, and this report shall not be deemed to be an admission that the Reporting Person is the beneficial owner of such securities for purposes of Section 16 or for any other purpose.

F9 · ownership.nature: Securities of the Issuer beneficially owned directly by HOF III Fund. VM GP VII, as the general partner of HOF III Fund, may be deemed the beneficial owner of the securities of the Issuer beneficially owned by HOF III Fund. HoldCo Asset Management, as the investment manager of HOF III Fund, may be deemed the beneficial owner of the securities of the Issuer beneficially owned by HOF III Fund. VM GP II, as the general partner of HoldCo Asset Management, may be deemed the beneficial owner of the securities of the Issuer beneficially owned by HOF III Fund. The Reporting Person, as a managing member of each of VM GP II and VM GP VII, may be deemed the beneficial owner of the securities of the Issuer beneficially owned by HOF III Fund.

Read SEC document
March 16, 2022 Filed Mar 16, 2022 22:00 UTC OtherCommon Stock 398,923 Not disclosed Not disclosed
Disclosure

SEC source: 0000921895-22-000892 · form412910003_03162022.xml · nonDerivative · entry 4

Zaitzeff Michael · CIK 0001861474 · Director

10b5-1 filing: Not disclosed

Ownership: Indirect · VM GP VII

Disclosed balance after: 398,923

F6 · kind: VM GP VII received 398,923 shares of common stock of the Issuer in the Holdco Fund Distribution.

F6 · shares: VM GP VII received 398,923 shares of common stock of the Issuer in the Holdco Fund Distribution.

F6 · price: VM GP VII received 398,923 shares of common stock of the Issuer in the Holdco Fund Distribution.

F2 · ownership.nature: The Reporting Person disclaims beneficial ownership of the securities of the Issuer reported herein except to the extent of his pecuniary interest therein, and this report shall not be deemed to be an admission that the Reporting Person is the beneficial owner of such securities for purposes of Section 16 or for any other purpose.

F7 · ownership.nature: Securities of the Issuer beneficially owned directly by VM GP VII. The Reporting Person, as a managing member of VM GP VII, may be deemed the beneficial owner of the securities of the Issuer beneficially owned by VM GP VII.

Read SEC document
March 16, 2022 Filed Mar 16, 2022 22:00 UTC OtherCommon Stock 1,673,202 Not disclosed Not disclosed
Disclosure

SEC source: 0000921895-22-000892 · form412910003_03162022.xml · nonDerivative · entry 3

Zaitzeff Michael · CIK 0001861474 · Director

10b5-1 filing: Not disclosed

Ownership: Indirect · By HoldCo Opportunities Fund III

Disclosed balance after: 0

F5 · kind: On March 16, 2022, Holdco Fund engaged in a distribution of all the shares of common stock of the Issuer beneficially owned by it to HOF III Liquidating Partnership L.P. ("HOF III Fund") and VM GP VII for no consideration (the "Holdco Fund Distribution"). Represents the distribution of 1,673,202 shares of common stock of the Issuer held by Holdco Fund pursuant to the Holdco Fund Distribution.

F5 · shares: On March 16, 2022, Holdco Fund engaged in a distribution of all the shares of common stock of the Issuer beneficially owned by it to HOF III Liquidating Partnership L.P. ("HOF III Fund") and VM GP VII for no consideration (the "Holdco Fund Distribution"). Represents the distribution of 1,673,202 shares of common stock of the Issuer held by Holdco Fund pursuant to the Holdco Fund Distribution.

F5 · price: On March 16, 2022, Holdco Fund engaged in a distribution of all the shares of common stock of the Issuer beneficially owned by it to HOF III Liquidating Partnership L.P. ("HOF III Fund") and VM GP VII for no consideration (the "Holdco Fund Distribution"). Represents the distribution of 1,673,202 shares of common stock of the Issuer held by Holdco Fund pursuant to the Holdco Fund Distribution.

F1 · ownership.nature: Securities of the Issuer beneficially owned directly by HoldCo Opportunities Fund III, L.P. ("HoldCo Fund"). VM GP VII LLC ("VM GP VII"), as the general partner of HoldCo Fund, may be deemed the beneficial owner of the securities of the Issuer beneficially owned by HoldCo Fund. HoldCo Asset Management, LP ("HoldCo Asset Management"), as the investment manager of HoldCo Fund, may be deemed the beneficial owner of the securities of the Issuer beneficially owned by HoldCo Fund. VM GP II LLC ("VM GP II"), as the general partner of HoldCo Asset Management, may be deemed the beneficial owner of the securities of the Issuer beneficially owned by HoldCo Fund. The Reporting Person, as a managing member of each of VM GP II and VM GP VII, may be deemed the beneficial owner of the securities of the Issuer beneficially owned by HoldCo Fund.

F2 · ownership.nature: The Reporting Person disclaims beneficial ownership of the securities of the Issuer reported herein except to the extent of his pecuniary interest therein, and this report shall not be deemed to be an admission that the Reporting Person is the beneficial owner of such securities for purposes of Section 16 or for any other purpose.

Read SEC document
January 31, 2022 Filed Feb 2, 2022 18:07 UTC PurchaseCommon Stock 169 $29.20 $4,934.80
Disclosure

SEC source: 0001567619-22-002330 · doc1.xml · nonDerivative · entry 3

Kip Jeffrey W · CIK 0001359107 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 10,436

Read SEC document
January 31, 2022 Filed Feb 2, 2022 18:07 UTC PurchaseCommon Stock 209 $29.15 $6,092.33
Disclosure

SEC source: 0001567619-22-002330 · doc1.xml · nonDerivative · entry 2

Kip Jeffrey W · CIK 0001359107 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 10,267

Read SEC document
January 31, 2022 Filed Feb 2, 2022 18:07 UTC PurchaseCommon Stock 9,622 $29.25 $281,443.50
Disclosure

SEC source: 0001567619-22-002330 · doc1.xml · nonDerivative · entry 1

Kip Jeffrey W · CIK 0001359107 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 10,058

Read SEC document
January 30, 2022 Filed Feb 1, 2022 17:32 UTC GrantCommon Stock 2,248 $0.00 $0.00
Disclosure

SEC source: 0001567619-22-002204 · doc1.xml · nonDerivative · entry 2

Charnley Nina A · CIK 0001901713 · Director

10b5-1 filing: Not disclosed

Ownership: Indirect · By Stock Award II

Disclosed balance after: 2,248

F2 · ownership.nature: Stock Awards granted pursuant to the Berkshire Hills Bancorp, Inc. 2018 Equity Compensation Plan vest 100% on January 30, 2023.

Read SEC document
January 30, 2022 Filed Feb 1, 2022 17:32 UTC GrantCommon Stock 1,178 $0.00 $0.00
Disclosure

SEC source: 0001567619-22-002204 · doc1.xml · nonDerivative · entry 1

Charnley Nina A · CIK 0001901713 · Director

10b5-1 filing: Not disclosed

Ownership: Indirect · By Stock Award I

Disclosed balance after: 786

F3 · balance_after: Since the reporting person's last report, 392 shares previously held through Stock Award I have vested and are now owned directly.

F1 · ownership.nature: Stock Awards granted pursuant to the Berkshire Hills Bancorp, Inc. 2018 Equity Compensation Plan vest in three equal annual installments beginning on January 30, 2022.

Read SEC document
January 30, 2022 Filed Feb 1, 2022 21:45 UTC
Lindenmuth Gregory DEVP and Chief Risk Officer
GrantCommon Stock 2,291 $0.00 $0.00
Disclosure

SEC source: 0001567619-22-002252 · doc1.xml · nonDerivative · entry 2

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

10b5-1 filing: Not disclosed

Ownership: Indirect · By Stock Award VI

Disclosed balance after: 2,291

F4 · ownership.nature: Stock Awards granted pursuant to the Berkshire Hills Bancorp, Inc. 2018 Equity Compensation Plan vest in three equal annual installments beginning on January 30, 2023.

Read SEC document
January 30, 2022 Filed Feb 1, 2022 21:45 UTC
Lindenmuth Gregory DEVP and Chief Risk Officer
Tax withholdingCommon Stock 696 $28.92 $20,128.32
Disclosure

SEC source: 0001567619-22-002252 · doc1.xml · nonDerivative · entry 1

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 7,174

F6 · balance_after: Since the reporting person's last report, 716 shares previously held through Stock Award III, 734 shares previously held through Stock Award IV and 965 shares previously held through Stock Award V have vested and are now owned directly.

Read SEC document
January 30, 2022 Filed Feb 1, 2022 18:17 UTC GrantCommon Stock 2,248 $0.00 $0.00
Disclosure

SEC source: 0001567619-22-002222 · doc1.xml · nonDerivative · entry 1

Adofo-Wilson Baye · CIK 0001779301 · Director

10b5-1 filing: Not disclosed

Ownership: Indirect · By Stock Award IV

Disclosed balance after: 2,248

F4 · ownership.nature: Stock Awards granted pursuant to the Berkshire Hills Bancorp, Inc. 2018 Equity Compensation Plan vest 100% on January 30, 2023.

Read SEC document
January 30, 2022 Filed Feb 1, 2022 21:48 UTC
White Jason TEVP, Chief Information Officer
GrantCommon Stock 2,075 $0.00 $0.00
Disclosure

SEC source: 0001567619-22-002262 · doc1.xml · nonDerivative · entry 2

White Jason T · CIK 0001845792 · EVP, Chief Information Officer

10b5-1 filing: Not disclosed

Ownership: Indirect · By Stock Award IV

Disclosed balance after: 2,075

F4 · ownership.nature: Stock Awards granted pursuant to the Berkshire Hills Bancorp, Inc. 2018 Equity Compensation Plan vest in three equal annual installments beginning on January 30, 2023.

Read SEC document
January 30, 2022 Filed Feb 1, 2022 21:48 UTC
White Jason TEVP, Chief Information Officer
Tax withholdingCommon Stock 218 $28.92 $6,304.56
Disclosure

SEC source: 0001567619-22-002262 · doc1.xml · nonDerivative · entry 1

White Jason T · CIK 0001845792 · EVP, Chief Information Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 914

F6 · balance_after: Since the reporting person's last report, 664 shares previously held through Stock Award III have vested and are now owned directly.

Read SEC document
January 30, 2022 Filed Feb 1, 2022 21:49 UTC
Courtwright JacquelineEVP,Chief HR & Culture Officer
GrantCommon Stock 2,059 $0.00 $0.00
Disclosure

SEC source: 0001567619-22-002265 · doc1.xml · nonDerivative · entry 2

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

10b5-1 filing: Not disclosed

Ownership: Indirect · By Stock Award V

Disclosed balance after: 2,059

F4 · ownership.nature: Stock Awards granted pursuant to the Berkshire Hills Bancorp, Inc. 2018 Equity Compensation Plan vest in three equal annual installments beginning on January 30, 2023.

Read SEC document
January 30, 2022 Filed Feb 1, 2022 21:49 UTC
Courtwright JacquelineEVP,Chief HR & Culture Officer
Tax withholdingCommon Stock 237 $28.92 $6,854.04
Disclosure

SEC source: 0001567619-22-002265 · doc1.xml · nonDerivative · entry 1

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 3,612

F6 · balance_after: Since the reporting person's last report, 664 shares previously held through Stock Award IV have vested and are now owned directly.

Read SEC document
January 30, 2022 Filed Feb 1, 2022 21:51 UTC
Mhatre Nitin J.Director · President and CEO
GrantCommon Stock 11,256 $0.00 $0.00
Disclosure

SEC source: 0001567619-22-002275 · doc1.xml · nonDerivative · entry 2

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

10b5-1 filing: Not disclosed

Ownership: Indirect · By Stock Award II

Disclosed balance after: 11,256

F2 · ownership.nature: Stock Awards granted pursuant to the Berkshire Hills Bancorp, Inc. 2018 Equity Compensation Plan vest in three equal annual installments beginning on January 30, 2023.

Read SEC document
January 30, 2022 Filed Feb 1, 2022 21:51 UTC
Mhatre Nitin J.Director · President and CEO
Tax withholdingCommon Stock 1,708 $28.92 $49,395.36
Disclosure

SEC source: 0001567619-22-002275 · doc1.xml · nonDerivative · entry 1

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 41,831

F3 · balance_after: Since the reporting person's last report, 5,539 shares previously held through Stock Award I have vested and are now owned directly.

Read SEC document
January 30, 2022 Filed Feb 1, 2022 21:51 UTC
Basu SubhadeepSEVP and CFO
GrantCommon Stock 4,979 $0.00 $0.00
Disclosure

SEC source: 0001567619-22-002272 · doc1.xml · nonDerivative · entry 1

Basu Subhadeep · CIK 0001854552 · SEVP and CFO

10b5-1 filing: Not disclosed

Ownership: Indirect · By Stock Award II

Disclosed balance after: 4,979

F2 · ownership.nature: Stock Awards granted pursuant to the Berkshire Hills Bancorp, Inc. 2018 Equity Compensation Plan vest in three equal annual installments beginning on January 30, 2023.

Read SEC document
January 30, 2022 Filed Feb 1, 2022 21:50 UTC
Bacigalupo George F.Executive Vice President
GrantCommon Stock 3,858 $0.00 $0.00
Disclosure

SEC source: 0001567619-22-002269 · doc1.xml · nonDerivative · entry 2

Bacigalupo George F. · CIK 0001589335 · Executive Vice President

10b5-1 filing: Not disclosed

Ownership: Indirect · By Stock Award XII

Disclosed balance after: 3,858

F3 · ownership.nature: Stock Awards granted pursuant to the Berkshire Hills Bancorp, Inc. 2018 Equity Compensation Plan vest in three equal annual installments beginning on January 30, 2023.

Read SEC document
January 30, 2022 Filed Feb 1, 2022 21:50 UTC
Bacigalupo George F.Executive Vice President
Tax withholdingCommon Stock 832 $28.92 $24,061.44
Disclosure

SEC source: 0001567619-22-002269 · doc1.xml · nonDerivative · entry 1

Bacigalupo George F. · CIK 0001589335 · Executive Vice President

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 43,245

F5 · balance_after: Since the reporting person's last report, 1,075 shares previously held through Stock Award X and 1,810 shares previously held through Stock Award XI have vested and are now owned directly.

Read SEC document
January 30, 2022 Filed Feb 1, 2022 21:47 UTC
Tulchiner EllenEVP,Head of Cnsmr Lndng&Pymnts
GrantCommon Stock 1,398 $0.00 $0.00
Disclosure

SEC source: 0001567619-22-002258 · doc1.xml · nonDerivative · entry 1

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

10b5-1 filing: Not disclosed

Ownership: Indirect · By Stock Award I

Disclosed balance after: 1,398

F1 · ownership.nature: Stock Awards granted pursuant to the Berkshire Hills Bancorp, Inc. 2018 Equity Compensation Plan vest in three equal annual installments beginning on January 30, 2023.

Read SEC document
January 30, 2022 Filed Feb 1, 2022 21:46 UTC
Prescott Wm GordonEVP and General Counsel
GrantCommon Stock 1,568 $0.00 $0.00
Disclosure

SEC source: 0001567619-22-002255 · doc1.xml · nonDerivative · entry 1

Prescott Wm Gordon · CIK 0001757640 · EVP and General Counsel

10b5-1 filing: Not disclosed

Ownership: Indirect · By Stock Award VII

Disclosed balance after: 1,568

F4 · ownership.nature: Stock Awards granted pursuant to the Berkshire Hills Bancorp, Inc. 2018 Equity Compensation Plan vest in three equal annual installments beginning on January 30, 2023.

Read SEC document
January 30, 2022 Filed Feb 1, 2022 21:44 UTC GrantCommon Stock 7,993 $0.00 $0.00
Disclosure

SEC source: 0001567619-22-002250 · doc1.xml · nonDerivative · entry 2

Gray Sean · CIK 0001434597 · SEVP

10b5-1 filing: Not disclosed

Ownership: Indirect · By Stock Award XVII

Disclosed balance after: 7,993

F4 · ownership.nature: Stock Awards granted pursuant to the Berkshire Hills Bancorp, Inc. 2018 Equity Compensation Plan vest in three equal annual installments beginning on January 30, 2023.

Read SEC document
January 30, 2022 Filed Feb 1, 2022 21:44 UTC Tax withholdingCommon Stock 1,348 $28.92 $38,984.16
Disclosure

SEC source: 0001567619-22-002250 · doc1.xml · nonDerivative · entry 1

Gray Sean · CIK 0001434597 · SEVP

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 66,449

F6 · balance_after: Since the reporting person's last report, 2,388 shares previously held through Stock Award XIV, 2,292 shares previously held through Stock Award XV and 4,623 shares previously held through Stock Award XV, have vested and are now owned directly.

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January 30, 2022 Filed Feb 1, 2022 21:43 UTC
Bellomia LuciaEVP, Head of Retail Banking
GrantCommon Stock 1,398 $0.00 $0.00
Disclosure

SEC source: 0001567619-22-002247 · doc1.xml · nonDerivative · entry 1

Bellomia Lucia · CIK 0001892838 · EVP, Head of Retail Banking

10b5-1 filing: Not disclosed

Ownership: Indirect · By Stock Award I

Disclosed balance after: 1,398

F1 · ownership.nature: Stock Awards granted pursuant to the Berkshire Hills Bancorp, Inc. 2018 Equity Compensation Plan vest in three equal annual installments beginning on January 30, 2023.

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January 30, 2022 Filed Feb 1, 2022 19:55 UTC GrantCommon Stock 2,248 $0.00 $0.00
Disclosure

SEC source: 0000921895-22-000289 · form412910003_02012022.xml · nonDerivative · entry 1

Zaitzeff Michael · CIK 0001861474 · Director

10b5-1 filing: Not disclosed

Ownership: Indirect · By Stock Award II

Disclosed balance after: 2,248

F1 · ownership.nature: Securities of the Issuer beneficially owned directly by HoldCo Opportunities Fund III, L.P. ("HoldCo Fund"). VM GP VII LLC ("VM GP VII"), as the general partner of HoldCo Fund, may be deemed the beneficial owner of the securities of the Issuer beneficially owned by HoldCo Fund. HoldCo Asset Management, LP ("HoldCo Asset Management"), as the investment manager of HoldCo Fund, may be deemed the beneficial owner of the securities of the Issuer beneficially owned by HoldCo Fund. VM GP II LLC ("VM GP II"), as the general partner of HoldCo Asset Management, may be deemed the beneficial owner of the securities of the Issuer beneficially owned by HoldCo Fund. The Reporting Person, as a managing member of each of VM GP II and VM GP VII, may be deemed the beneficial owner of the securities of the Issuer beneficially owned by HoldCo Fund.

F2 · ownership.nature: The Reporting Person disclaims beneficial ownership of the securities of the Issuer reported herein except to the extent of his pecuniary interest therein, and this report shall not be deemed to be an admission that the Reporting Person is the beneficial owner of such securities for purposes of Section 16 or for any other purpose.

F4 · ownership.nature: Stock Awards granted pursuant to the Berkshire Hills Bancorp, Inc. 2018 Equity Compensation Plan vest 100% on January 30, 2023. HoldCo Fund (as defined above) receives the economic benefit, if any, of this Stock Award.

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January 30, 2022 Filed Feb 1, 2022 18:16 UTC GrantCommon Stock 2,248 $0.00 $0.00
Disclosure

SEC source: 0001567619-22-002220 · doc1.xml · nonDerivative · entry 1

BROUILLARD RHEO A · CIK 0001298177 · Director

10b5-1 filing: Not disclosed

Ownership: Indirect · By Stock Award IV

Disclosed balance after: 2,248

F4 · ownership.nature: Stock Awards granted pursuant to the Berkshire Hills Bancorp, Inc. 2018 Equity Compensation Plan vest 100% on January 30, 2023.

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January 30, 2022 Filed Feb 1, 2022 18:12 UTC GrantCommon Stock 2,248 $0.00 $0.00
Disclosure

SEC source: 0001567619-22-002218 · doc1.xml · nonDerivative · entry 1

Brunelle David · CIK 0001719484 · Director

10b5-1 filing: Not disclosed

Ownership: Indirect · By Stock Award V

Disclosed balance after: 2,248

F4 · ownership.nature: Stock Awards granted pursuant to the Berkshire Hills Bancorp, Inc. 2018 Equity Compensation Plan vest 100% on January 30, 2023.

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January 30, 2022 Filed Feb 1, 2022 17:40 UTC GrantCommon Stock 2,248 $0.00 $0.00
Disclosure

SEC source: 0001567619-22-002212 · doc1.xml · nonDerivative · entry 1

Maxfield Sylvia · CIK 0001804228 · Director

10b5-1 filing: Not disclosed

Ownership: Indirect · By Stock Award III

Disclosed balance after: 2,248

F3 · ownership.nature: Stock Awards granted pursuant to the Berkshire Hills Bancorp, Inc. 2018 Equity Compensation Plan vest 100% on January 30, 2023.

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January 30, 2022 Filed Feb 1, 2022 17:40 UTC GrantCommon Stock 2,248 $0.00 $0.00
Disclosure

SEC source: 0001567619-22-002211 · doc1.xml · nonDerivative · entry 1

Moffatt Laurie Norton · CIK 0001577147 · Director

10b5-1 filing: Not disclosed

Ownership: Indirect · By Stock Award IX

Disclosed balance after: 2,248

F4 · ownership.nature: Stock Awards granted pursuant to the Berkshire Hills Bancorp, Inc. 2018 Equity Compensation Plan vest 100% on January 30, 2023.

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January 30, 2022 Filed Feb 1, 2022 17:39 UTC GrantCommon Stock 2,248 $0.00 $0.00
Disclosure

SEC source: 0001567619-22-002210 · doc1.xml · nonDerivative · entry 1

Shulman Jonathan I · CIK 0001804229 · Director

10b5-1 filing: Not disclosed

Ownership: Indirect · By Stock Award III

Disclosed balance after: 2,248

F3 · ownership.nature: Stock Awards granted pursuant to the Berkshire Hills Bancorp, Inc. 2018 Equity Compensation Plan vest 100% on January 30, 2023.

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January 30, 2022 Filed Feb 1, 2022 17:39 UTC GrantCommon Stock 2,248 $0.00 $0.00
Disclosure

SEC source: 0001567619-22-002209 · doc1.xml · nonDerivative · entry 3

Hughes William H III · CIK 0001779300 · Director

10b5-1 filing: Not disclosed

Ownership: Indirect · By Stock Award IV

Disclosed balance after: 2,248

F4 · ownership.nature: Stock Awards granted pursuant to the Berkshire Hills Bancorp, Inc. 2018 Equity Compensation Plan vest 100% on January 30, 2023.

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January 30, 2022 Filed Feb 1, 2022 17:38 UTC GrantCommon Stock 2,248 $0.00 $0.00
Disclosure

SEC source: 0001567619-22-002208 · doc1.xml · nonDerivative · entry 2

Kip Jeffrey W · CIK 0001359107 · Director

10b5-1 filing: Not disclosed

Ownership: Indirect · By Stock Award II

Disclosed balance after: 2,248

F2 · ownership.nature: Stock Awards granted pursuant to the Berkshire Hills Bancorp, Inc. 2018 Equity Compensation Plan vest 100% on January 30, 2023.

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