Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Beacon Financial CorpBHLB · Entity 649 | EVP, Chief Information Officer | 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 | 4,271 |
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 526 · Balance 4,271 F6: Since the reporting person's last report, 664 shares previously held through Stock Award III and 691 shares previously held through Stock Award IV have vested and are now owned directly. |
| Common StockSEC Table I · non-derivative | IndirectBy Stock Award V | 2,206 |
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 2,206 · Balance 2,206 F4: 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 | 1,384 |
Reported balance
Holding disclosure · report date 2023-01-30 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 1,384 F6: Since the reporting person's last report, 664 shares previously held through Stock Award III and 691 shares previously held through Stock Award IV have vested and are now owned directly. F3: 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 III | 663 |
Reported balance
Holding disclosure · report date 2023-01-30 · row 4
Holding and transaction disclosures are not merged.
1 source rowRow 4 · Balance 663 F6: Since the reporting person's last report, 664 shares previously held through Stock Award III and 691 shares previously held through Stock Award IV 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, 2022. |
| Common StockSEC Table I · non-derivative | IndirectBy Stock Award II | 1,831 |
Reported balance
Holding disclosure · report date 2023-01-30 · row 5
Holding and transaction disclosures are not merged.
1 source rowRow 5 · Balance 1,831 F1: Stock Awards granted pursuant to the Berkshire Hills Bancorp, Inc. 2018 Equity Compensation Plan vest 50% in three equal annual installments beginning on July 1, 2021 with the remaining 50% vesting on July 1, 2023. |
| Common StockSEC Table I · non-derivative | IndirectBy 401(k) | 459 |
Reported balance
Holding disclosure · report date 2023-01-30 · row 6
Holding and transaction disclosures are not merged.
1 source rowRow 6 · Balance 459 F5: 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 beginning 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 in three equal annual installments beginning on January 30, 2022.
F3: 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.
F4: 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.
F5: Reflects transactions not required to be reported pursuant to Section 16 of the Securities Exchange Act of 1934, as amended.
F6: Since the reporting person's last report, 664 shares previously held through Stock Award III and 691 shares previously held through Stock Award IV 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 18:40 UTC | Beacon Financial Corp BHLB · Entity 649 | GrantCommon Stock | 2,206 | $0.00 | $0.00 |
DisclosureSEC source: 0001567619-23-001625 · doc1.xml · nonDerivative · entry 2 White Jason T · CIK 0001845792 · EVP, Chief Information Officer 10b5-1 filing: Not disclosed Ownership: Indirect · By Stock Award V Disclosed balance after: 2,206 F4 · 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 18:40 UTC | Beacon Financial Corp BHLB · Entity 649 | Tax withholdingCommon Stock | 526 | $30.36 | $15,969.36 |
DisclosureSEC source: 0001567619-23-001625 · doc1.xml · nonDerivative · entry 1 White Jason T · CIK 0001845792 · EVP, Chief Information Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,271 F6 · balance_after: Since the reporting person's last report, 664 shares previously held through Stock Award III and 691 shares previously held through Stock Award IV have vested and are now owned directly. Read SEC document |
| July 01, 2022 Filed Jul 5, 2022 18:32 UTC | Beacon Financial Corp BHLB · Entity 649 | Tax withholdingCommon Stock | 1,155 | $25.21 | $29,117.55 |
DisclosureSEC 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 |
| January 30, 2022 Filed Feb 1, 2022 21:48 UTC | Beacon Financial Corp BHLB · Entity 649 | GrantCommon Stock | 2,075 | $0.00 | $0.00 |
DisclosureSEC 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 | Beacon Financial Corp BHLB · Entity 649 | Tax withholdingCommon Stock | 218 | $28.92 | $6,304.56 |
DisclosureSEC 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 |
| November 09, 2021 Filed Nov 12, 2021 22:48 UTC | Beacon Financial Corp BHLB · Entity 649 | Exercise / conversionStock Options · Derivative | 4,800 | $0.00 Strike: $22.94 | $0.00 |
DisclosureSEC source: 0001567619-21-020103 · doc1.xml · derivative · entry 16 White Jason T · CIK 0001845792 · EVP, Chief Information Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 4,800 shares Expires 2022-10-24 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| November 09, 2021 Filed Nov 12, 2021 22:48 UTC | Beacon Financial Corp BHLB · Entity 649 | Exercise / conversionStock Options · Derivative | 480 | $0.00 Strike: $23.34 | $0.00 |
DisclosureSEC source: 0001567619-21-020103 · doc1.xml · derivative · entry 15 White Jason T · CIK 0001845792 · EVP, Chief Information Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 480 shares Expires 2022-03-21 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| November 09, 2021 Filed Nov 12, 2021 22:48 UTC | Beacon Financial Corp BHLB · Entity 649 | SaleCommon Stock | 406 | $28.09 | $11,404.54 |
DisclosureSEC source: 0001567619-21-020103 · doc1.xml · nonDerivative · entry 10 White Jason T · CIK 0001845792 · EVP, Chief Information Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 468 Read SEC document |
| November 09, 2021 Filed Nov 12, 2021 22:48 UTC | Beacon Financial Corp BHLB · Entity 649 | SaleCommon Stock | 312 | $28.08 | $8,760.96 |
DisclosureSEC source: 0001567619-21-020103 · doc1.xml · nonDerivative · entry 9 White Jason T · CIK 0001845792 · EVP, Chief Information Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 874 Read SEC document |
| November 09, 2021 Filed Nov 12, 2021 22:48 UTC | Beacon Financial Corp BHLB · Entity 649 | SaleCommon Stock | 300 | $28.07 | $8,421.00 |
DisclosureSEC source: 0001567619-21-020103 · doc1.xml · nonDerivative · entry 8 White Jason T · CIK 0001845792 · EVP, Chief Information Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,186 Read SEC document |
| November 09, 2021 Filed Nov 12, 2021 22:48 UTC | Beacon Financial Corp BHLB · Entity 649 | SaleCommon Stock | 487 | $28.06 | $13,665.22 |
DisclosureSEC source: 0001567619-21-020103 · doc1.xml · nonDerivative · entry 7 White Jason T · CIK 0001845792 · EVP, Chief Information Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,486 Read SEC document |
| November 09, 2021 Filed Nov 12, 2021 22:48 UTC | Beacon Financial Corp BHLB · Entity 649 | SaleCommon Stock | 47 | $28.05 | $1,318.35 |
DisclosureSEC source: 0001567619-21-020103 · doc1.xml · nonDerivative · entry 6 White Jason T · CIK 0001845792 · EVP, Chief Information Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,973 Read SEC document |
| November 09, 2021 Filed Nov 12, 2021 22:48 UTC | Beacon Financial Corp BHLB · Entity 649 | SaleCommon Stock | 755 | $28.04 | $21,170.20 |
DisclosureSEC source: 0001567619-21-020103 · doc1.xml · nonDerivative · entry 5 White Jason T · CIK 0001845792 · EVP, Chief Information Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,020 Read SEC document |
| November 09, 2021 Filed Nov 12, 2021 22:48 UTC | Beacon Financial Corp BHLB · Entity 649 | SaleCommon Stock | 1,550 | $28.03 | $43,446.50 |
DisclosureSEC source: 0001567619-21-020103 · doc1.xml · nonDerivative · entry 4 White Jason T · CIK 0001845792 · EVP, Chief Information Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,775 Read SEC document |
| November 09, 2021 Filed Nov 12, 2021 22:48 UTC | Beacon Financial Corp BHLB · Entity 649 | SaleCommon Stock | 1,423 | $28.02 | $39,872.46 |
DisclosureSEC source: 0001567619-21-020103 · doc1.xml · nonDerivative · entry 3 White Jason T · CIK 0001845792 · EVP, Chief Information Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,325 Read SEC document |
| November 09, 2021 Filed Nov 12, 2021 22:48 UTC | Beacon Financial Corp BHLB · Entity 649 | Exercise / conversionCommon Stock | 4,800 | $23.34 | $112,032.00 |
DisclosureSEC source: 0001567619-21-020103 · doc1.xml · nonDerivative · entry 2 White Jason T · CIK 0001845792 · EVP, Chief Information Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,748 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| November 09, 2021 Filed Nov 12, 2021 22:48 UTC | Beacon Financial Corp BHLB · Entity 649 | Exercise / conversionCommon Stock | 480 | $23.34 | $11,203.20 |
DisclosureSEC source: 0001567619-21-020103 · doc1.xml · nonDerivative · entry 1 White Jason T · CIK 0001845792 · EVP, Chief Information Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 948 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| July 01, 2021 Filed Jul 2, 2021 21:15 UTC | Beacon Financial Corp BHLB · Entity 649 | Tax withholdingCommon Stock | 139 | $27.80 | $3,864.20 |
DisclosureSEC source: 0001567619-21-012942 · doc1.xml · nonDerivative · entry 1 White Jason T · CIK 0001845792 · EVP, Chief Information Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 468 F5 · balance_after: Since the reporting person's last report, 457 shares previously held through Stock Award II 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.