Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Beacon Financial CorpBHLB · Entity 649 | EVP -Chief Compliance Officer | April 01, 2023 | April 05, 2023 |
Disclosed balances
About these balances
Latest available filing per company, not a reconstructed current portfolio. Matching sequences show the last reported balance with all source rows expandable; grouping alone does not establish account ownership. Do not add unresolved positions together. Filings may omit unchanged positions, and amendments may correct only part of an older disclosure. Jointly reported shares are not necessarily this owner's personal holdings.
Beacon Financial Corp
Report date April 01, 2023 · Filed April 05, 2023
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 2,815 |
Reported balance
After 2023-04-01 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2023-04-01 · Tax withholding · Disposed 199 · Balance 2,815 F1: Stock Awards granted pursuant to the Berkshire Hills Bancorp, Inc. 2018 Equity Compensation Plan vest 50% in three equal annual installments commencing on July 1, 2021 with the remaining 50% vesting on July 1, 2023. F2: 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, 2022 with the remaining 50% vesting on April 1, 2024. F3: 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. F4: Stock Awards granted pursuant to the Berkshire Hills Bancorp, Inc. 2018 Equity Compensation Plan vest 50% in three equal annual installments commencing on October 1, 2023 with the remaining 50% vesting on October 1, 2025. F5: 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. F6: Reflects transactions not required to be reported pursuant to Section 16 of the Securities Exchange Act of 1934, as amended. F7: Since the reporting person's last report, 298 shares previously held through Stock Award II and 271 shares previously held through Stock Award III have vested and are now owned directly. |
| Common StockSEC Table I · non-derivative | IndirectBy Stock Award V | 1,055 |
Reported balance
Holding disclosure · report date 2023-04-01 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 1,055 F5: 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. |
| Common StockSEC Table I · non-derivative | IndirectBy Stock Award IV | 1,832 |
Reported balance
Holding disclosure · report date 2023-04-01 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 1,832 F4: Stock Awards granted pursuant to the Berkshire Hills Bancorp, Inc. 2018 Equity Compensation Plan vest 50% in three equal annual installments commencing on October 1, 2023 with the remaining 50% vesting on October 1, 2025. |
| Common StockSEC Table I · non-derivative | IndirectBy Stock Award III | 1,360 |
Reported balance
Holding disclosure · report date 2023-04-01 · row 4
Holding and transaction disclosures are not merged.
1 source rowRow 4 · Balance 1,360 F7: Since the reporting person's last report, 298 shares previously held through Stock Award II and 271 shares previously held through Stock Award III have vested and are now owned directly. F3: 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. |
| Common StockSEC Table I · non-derivative | IndirectBy Stock Award II | 1,191 |
Reported balance
Holding disclosure · report date 2023-04-01 · row 5
Holding and transaction disclosures are not merged.
1 source rowRow 5 · Balance 1,191 F7: Since the reporting person's last report, 298 shares previously held through Stock Award II and 271 shares previously held through Stock Award III have vested and are now owned directly. F2: 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, 2022 with the remaining 50% vesting on April 1, 2024. |
| Common StockSEC Table I · non-derivative | IndirectBy Stock Award I | 1,308 |
Reported balance
Holding disclosure · report date 2023-04-01 · row 6
Holding and transaction disclosures are not merged.
1 source rowRow 6 · Balance 1,308 F1: Stock Awards granted pursuant to the Berkshire Hills Bancorp, Inc. 2018 Equity Compensation Plan vest 50% in three equal annual installments commencing on July 1, 2021 with the remaining 50% vesting on July 1, 2023. |
| Common StockSEC Table I · non-derivative | IndirectBy 401(k) | 143 |
Reported balance
Holding disclosure · report date 2023-04-01 · row 7
Holding and transaction disclosures are not merged.
1 source rowRow 7 · Balance 143 F6: Reflects transactions not required to be reported pursuant to Section 16 of the Securities Exchange Act of 1934, as amended. |
Filing footnotes · ownership attribution and instrument terms
F1: Stock Awards granted pursuant to the Berkshire Hills Bancorp, Inc. 2018 Equity Compensation Plan vest 50% in three equal annual installments commencing on July 1, 2021 with the remaining 50% vesting on July 1, 2023.
F2: 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, 2022 with the remaining 50% vesting on April 1, 2024.
F3: 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.
F4: Stock Awards granted pursuant to the Berkshire Hills Bancorp, Inc. 2018 Equity Compensation Plan vest 50% in three equal annual installments commencing on October 1, 2023 with the remaining 50% vesting on October 1, 2025.
F5: 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.
F6: Reflects transactions not required to be reported pursuant to Section 16 of the Securities Exchange Act of 1934, as amended.
F7: Since the reporting person's last report, 298 shares previously held through Stock Award II and 271 shares previously held through Stock Award III have vested and are now owned directly.
Transaction history
JSON APIPurchases/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 date | Company | Activity / security | Shares / units | Reported price | Reported value | Details |
|---|---|---|---|---|---|---|
| April 01, 2023 Filed Apr 5, 2023 00:01 UTC | Beacon Financial Corp BHLB · Entity 649 | Tax withholdingCommon Stock | 199 | $25.06 | $4,986.94 |
DisclosureSEC source: 0001437749-23-009393 · rdgdoc.xml · nonDerivative · entry 1 Flores Ashlee Picard · CIK 0001961079 · EVP -Chief Compliance Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,815 F1 · security: Stock Awards granted pursuant to the Berkshire Hills Bancorp, Inc. 2018 Equity Compensation Plan vest 50% in three equal annual installments commencing on July 1, 2021 with the remaining 50% vesting on July 1, 2023. F2 · security: 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, 2022 with the remaining 50% vesting on April 1, 2024. F3 · security: 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. F4 · security: Stock Awards granted pursuant to the Berkshire Hills Bancorp, Inc. 2018 Equity Compensation Plan vest 50% in three equal annual installments commencing on October 1, 2023 with the remaining 50% vesting on October 1, 2025. F5 · security: 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. F6 · security: Reflects transactions not required to be reported pursuant to Section 16 of the Securities Exchange Act of 1934, as amended. F7 · security: Since the reporting person's last report, 298 shares previously held through Stock Award II and 271 shares previously held through Stock Award III have vested and are now owned directly. F7 · balance_after: Since the reporting person's last report, 298 shares previously held through Stock Award II and 271 shares previously held through Stock Award III have vested and are now owned directly. Read SEC document |
| January 30, 2023 Filed Feb 1, 2023 18:30 UTC | Beacon Financial Corp BHLB · Entity 649 | GrantCommon Stock | 1,055 | $0.00 | $0.00 |
DisclosureSEC source: 0001567619-23-001611 · doc1.xml · nonDerivative · entry 1 Flores Ashlee Picard · CIK 0001961079 · EVP -Chief Compliance Officer 10b5-1 filing: Not disclosed Ownership: Indirect · By Stock Award V Disclosed balance after: 1,055 F5 · 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 |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.