Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Beacon Financial CorpBHLB · Entity 649 | Executive Vice President | January 30, 2023 | February 01, 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 January 30, 2023 · Filed February 01, 2023
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 45,258 |
Reported balance
After 2023-01-30 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2023-01-30 · Tax withholding · Disposed 1,083 · Balance 45,258 F5: 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. |
| Common StockSEC Table I · non-derivative | IndirectBy Stock Award XIII | 3,624 |
Reported balance
After 2023-01-30 transaction · row 2
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 2 · 2023-01-30 · Grant · Acquired 3,624 · Balance 3,624 F3: 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 XII | 2,572 |
Reported balance
Holding disclosure · report date 2023-01-30 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 2,572 F5: 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. F2: 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. |
| Common StockSEC Table I · non-derivative | IndirectBy Stock Award XI | 1,809 |
Reported balance
Holding disclosure · report date 2023-01-30 · row 4
Holding and transaction disclosures are not merged.
1 source rowRow 4 · Balance 1,809 F5: 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. F1: 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. |
| Common StockSEC Table I · non-derivative | IndirectBy 401(k) | 809 |
Reported balance
Holding disclosure · report date 2023-01-30 · row 5
Holding and transaction disclosures are not merged.
1 source rowRow 5 · Balance 809 F4: 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 in three equal annual installments beginning on January 30, 2022.
F2: 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.
F3: 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.
F4: Reflects transactions not required to be reported pursuant to Section 16 of the Securities Exchange Act of 1934, as amended.
F5: 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.
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 |
|---|---|---|---|---|---|---|
| January 30, 2023 Filed Feb 1, 2023 18:23 UTC | Beacon Financial Corp BHLB · Entity 649 | GrantCommon Stock | 3,624 | $0.00 | $0.00 |
DisclosureSEC 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 | Beacon Financial Corp BHLB · Entity 649 | Tax withholdingCommon Stock | 1,083 | $30.36 | $32,879.88 |
DisclosureSEC 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 |
| January 30, 2022 Filed Feb 1, 2022 21:50 UTC | Beacon Financial Corp BHLB · Entity 649 | GrantCommon Stock | 3,858 | $0.00 | $0.00 |
DisclosureSEC 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 | Beacon Financial Corp BHLB · Entity 649 | Tax withholdingCommon Stock | 832 | $28.92 | $24,061.44 |
DisclosureSEC 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, 2021 Filed Feb 2, 2021 20:16 UTC | Beacon Financial Corp BHLB · Entity 649 | GrantCommon Stock | 5,429 | $0.00 | $0.00 |
DisclosureSEC source: 0001567619-21-001987 · doc1.xml · nonDerivative · entry 2 Bacigalupo George F. · CIK 0001589335 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Indirect · By Stock Award XI Disclosed balance after: 5,429 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, 2022. Read SEC document |
| January 30, 2021 Filed Feb 2, 2021 20:16 UTC | Beacon Financial Corp BHLB · Entity 649 | Tax withholdingCommon Stock | 501 | $16.58 | $8,306.58 |
DisclosureSEC source: 0001567619-21-001987 · doc1.xml · nonDerivative · entry 1 Bacigalupo George F. · CIK 0001589335 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 41,192 F5 · balance_after: Reflects transactions not required to be reported pursuant to Section 16 of the Securities Exchange Act of 1934, as amended. Read SEC document |
| February 20, 2020 Filed Feb 21, 2020 21:53 UTC | Beacon Financial Corp BHLB · Entity 649 | Tax withholdingCommon Stock | 334 | $27.48 | $9,178.32 |
DisclosureSEC source: 0001567619-20-004580 · doc1.xml · nonDerivative · entry 2 Bacigalupo George F. · CIK 0001589335 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 29,371 Read SEC document |
| February 20, 2020 Filed Feb 21, 2020 21:53 UTC | Beacon Financial Corp BHLB · Entity 649 | GrantCommon Stock | 1,135 | $0.00 | $0.00 |
DisclosureSEC source: 0001567619-20-004580 · doc1.xml · nonDerivative · entry 1 Bacigalupo George F. · CIK 0001589335 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 29,705 F5 · shares: On January 30, 2017 the reporting person was granted 1,688 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 67.24% of target, resulting in the vesting of 1,135 shares of restricted stock, and were transferred to the executive on February 20, 2020. Read SEC document |
| January 30, 2020 Filed Feb 3, 2020 20:21 UTC | Beacon Financial Corp BHLB · Entity 649 | Tax withholdingCommon Stock | 690 | $29.09 | $20,072.10 |
DisclosureSEC source: 0001567619-20-001891 · doc1.xml · nonDerivative · entry 1 Bacigalupo George F. · CIK 0001589335 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 28,570 F5 · balance_after: Reflects transactions not required to be reported pursuant to Section 16 of the Securities Exchange Act of 1934, as amended. F6 · balance_after: Since the reporting person's last report, 562 shares previously held through Stock Award VIII, 354 shares previously held through Stock Award IX and 1,075 shares previously held through Stock Award X have vested and are now owned directly. Read SEC document |
| October 01, 2019 Filed Oct 2, 2019 20:38 UTC | Beacon Financial Corp BHLB · Entity 649 | Tax withholdingCommon Stock | 541 | $28.65 | $15,499.65 |
DisclosureSEC source: 0001567619-19-019091 · doc1.xml · nonDerivative · entry 1 Bacigalupo George F. · CIK 0001589335 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 26,062 F6 · balance_after: Since the reporting person's last report, 1,815 shares previously held through Stock Award VI have vested and are now owned directly. Read SEC document |
| February 21, 2019 Filed Feb 22, 2019 21:20 UTC | Beacon Financial Corp BHLB · Entity 649 | Tax withholdingCommon Stock | 842 | $30.75 | $25,891.50 |
DisclosureSEC source: 0001567619-19-005253 · doc1.xml · nonDerivative · entry 2 Bacigalupo George F. · CIK 0001589335 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 24,788 Read SEC document |
| February 21, 2019 Filed Feb 22, 2019 21:20 UTC | Beacon Financial Corp BHLB · Entity 649 | GrantCommon Stock | 2,863 | $0.00 | $0.00 |
DisclosureSEC source: 0001567619-19-005253 · doc1.xml · nonDerivative · entry 1 Bacigalupo George F. · CIK 0001589335 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 25,630 F6 · shares: On January 30, 2016 the reporting person was granted 3,150 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 90.86% of target, resulting in the vesting of 2,863 shares of restricted stock, and were transferred to the executive on February 21, 2019. Read SEC document |
| January 30, 2019 Filed Jan 31, 2019 21:03 UTC | Beacon Financial Corp BHLB · Entity 649 | GrantCommon Stock | 3,225 | $0.00 | $0.00 |
DisclosureSEC source: 0001567619-19-002010 · doc1.xml · nonDerivative · entry 2 Bacigalupo George F. · CIK 0001589335 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Indirect · By Stock Award X Disclosed balance after: 3,225 F5 · ownership.nature: Stock Awards granted pursuant to the Berkshire Hills Bancorp, Inc. 2013 Equity Compensation Plan vest in three equal annual installments beginning on January 30, 2020. Read SEC document |
| January 30, 2019 Filed Jan 31, 2019 21:03 UTC | Beacon Financial Corp BHLB · Entity 649 | Tax withholdingCommon Stock | 579 | $27.91 | $16,159.89 |
DisclosureSEC source: 0001567619-19-002010 · doc1.xml · nonDerivative · entry 1 Bacigalupo George F. · CIK 0001589335 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 22,767 F7 · balance_after: Since the reporting person's last report, 1,050 shares previously held through Stock Award VII, 563 shares previously held through Stock Award VIII and 354 shares previously held through Stock Award IX have vested and are now owned directly. Read SEC document |
| October 01, 2018 Filed Oct 4, 2018 14:30 UTC | Beacon Financial Corp BHLB · Entity 649 | Tax withholdingCommon Stock | 535 | $39.95 | $21,373.25 |
DisclosureSEC source: 0001567619-18-003685 · doc1.xml · nonDerivative · entry 1 Bacigalupo George F. · CIK 0001589335 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 21,379 F6 · balance_after: Since the reporting person's last report, 1,816 shares previously held through Stock Award VI have vested and are now owned directly. Read SEC document |
| March 22, 2018 Filed Mar 23, 2018 21:07 UTC | Beacon Financial Corp BHLB · Entity 649 | Tax withholdingCommon Stock | 1,452 | $38.15 | $55,393.80 |
DisclosureSEC source: 0001140361-18-014831 · doc1.xml · nonDerivative · entry 2 Bacigalupo George F. · CIK 0001589335 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,098 Read SEC document |
| March 22, 2018 Filed Mar 23, 2018 21:07 UTC | Beacon Financial Corp BHLB · Entity 649 | GrantCommon Stock | 4,930 | $0.00 | $0.00 |
DisclosureSEC source: 0001140361-18-014831 · doc1.xml · nonDerivative · entry 1 Bacigalupo George F. · CIK 0001589335 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 21,550 F6 · shares: On January 30, 2015 the reporting person was granted 4,519 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 109.11% of target, resulting in the vesting of 4,930 shares of restricted stock, and were transferred to the executive on March 22, 2018. Read SEC document |
| January 30, 2018 Filed Feb 1, 2018 19:43 UTC | Beacon Financial Corp BHLB · Entity 649 | GrantCommon Stock | 1,062 | $0.00 | $0.00 |
DisclosureSEC source: 0001140361-18-004409 · doc1.xml · nonDerivative · entry 2 Bacigalupo George F. · CIK 0001589335 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Indirect · By Stock Award IX Disclosed balance after: 1,062 F5 · ownership.nature: Stock Awards granted pursuant to the Berkshire Hills Bancorp, Inc. 2013 Equity Compensation Plan vest in three annual installments beginning on January 30, 2019. Read SEC document |
| January 30, 2018 Filed Feb 1, 2018 19:43 UTC | Beacon Financial Corp BHLB · Entity 649 | Tax withholdingCommon Stock | 906 | $37.65 | $34,110.90 |
DisclosureSEC source: 0001140361-18-004409 · doc1.xml · nonDerivative · entry 1 Bacigalupo George F. · CIK 0001589335 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,620 F7 · balance_after: Since the reporting person's last report, 1,506 shares previously held through Stock Award V, 1,050 shares previously held through Stock Award VII and 563 shares previously held through Stock Award VIII have vested and are now owned directly. Read SEC document |
| October 01, 2017 Filed Oct 3, 2017 18:25 UTC | Beacon Financial Corp BHLB · Entity 649 | Tax withholdingCommon Stock | 590 | $38.75 | $22,862.50 |
DisclosureSEC source: 0001140361-17-037312 · doc1.xml · nonDerivative · entry 1 Bacigalupo George F. · CIK 0001589335 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,407 F5 · balance_after: Since the reporting person's last report, 1,816 shares previously held through Stock Award VI have vested and are now owned directly. Read SEC document |
| January 30, 2017 Filed Feb 1, 2017 22:37 UTC | Beacon Financial Corp BHLB · Entity 649 | Tax withholdingCommon Stock | 1,405 | $35.55 | $49,947.75 |
DisclosureSEC source: 0001140361-17-003999 · doc1.xml · nonDerivative · entry 2 Bacigalupo George F. · CIK 0001589335 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,181 F6 · balance_after: Since the reporting person's last report, 1,814 shares previously held through Stock Award III, 1,506 shares previously held through Stock Award V and 1,050 shares previously held through Stock Award VII have vested and are now owned directly. Read SEC document |
| January 30, 2017 Filed Feb 1, 2017 22:37 UTC | Beacon Financial Corp BHLB · Entity 649 | GrantCommon Stock | 1,688 | $0.00 | $0.00 |
DisclosureSEC source: 0001140361-17-003999 · doc1.xml · nonDerivative · entry 1 Bacigalupo George F. · CIK 0001589335 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Indirect · By Stock Award VIII Disclosed balance after: 1,688 F5 · ownership.nature: Stock Awards granted pursuant to the Berkshire Hills Bancorp, Inc. 2013 Equity Compensation Plan vest in three annual installments commencing on January 30, 2018. Read SEC document |
| October 01, 2016 Filed Oct 4, 2016 17:24 UTC | Beacon Financial Corp BHLB · Entity 649 | Tax withholdingCommon Stock | 2,691 | $27.71 | $74,567.61 |
DisclosureSEC source: 0001140361-16-081552 · doc1.xml · nonDerivative · entry 1 Bacigalupo George F. · CIK 0001589335 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,216 F7 · balance_after: Since the reporting person's last report, 540 shares previously held through Stock Award I, 5,934 shares previously held through Stock Award IV and 1,816 shares previously held through Stock Award VI have vested and are now owned directly. 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.