Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Beacon Financial CorpBHLB · Entity 649 | Director | January 30, 2023 | January 31, 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 January 31, 2023
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | IndirectBy Stock Award IV | 2,141 |
Reported balance
After 2023-01-30 transaction · row 1
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 1 · 2023-01-30 · Grant · Acquired 2,141 · Balance 2,141 F4: Stock Awards granted pursuant to the Berkshire Hills Bancorp, Inc. 2018 Equity Compensation Plan vest 100% on January 30, 2024. |
| Common StockSEC Table I · non-derivative | IndirectBy Stock Award III | 0 |
Reported balance
Holding disclosure · report date 2023-01-30 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 0 F5: Since the reporting person's last report, 573 shares previously held through Stock Award I, 1,005 shares previously held through Stock Award II and 2,248 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 100% on January 30, 2023. |
| Common StockSEC Table I · non-derivative | IndirectBy Stock Award II | 1,006 |
Reported balance
Holding disclosure · report date 2023-01-30 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 1,006 F5: Since the reporting person's last report, 573 shares previously held through Stock Award I, 1,005 shares previously held through Stock Award II and 2,248 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 in three equal annual installments beginning on January 30, 2022. |
| Common StockSEC Table I · non-derivative | IndirectBy Stock Award I | 0 |
Reported balance
Holding disclosure · report date 2023-01-30 · row 4
Holding and transaction disclosures are not merged.
1 source rowRow 4 · Balance 0 F5: Since the reporting person's last report, 573 shares previously held through Stock Award I, 1,005 shares previously held through Stock Award II and 2,248 shares previously held through Stock Award III have vested and are now owned directly. F1: Stock Awards granted pursuant to the Berkshire Hills Bancorp, Inc. 2018 Equity Compensation Plan vest at a rate of 338 shares on January 30, 2021 and 573 shares on each of January 30, 2022 and January 30, 2023. |
| Common StockSEC Table I · non-derivative | Direct | 5,992 |
Reported balance
Holding disclosure · report date 2023-01-30 · row 5
Holding and transaction disclosures are not merged.
1 source rowRow 5 · Balance 5,992 F5: Since the reporting person's last report, 573 shares previously held through Stock Award I, 1,005 shares previously held through Stock Award II and 2,248 shares previously held through Stock Award III have vested and are now owned directly. |
Filing footnotes · ownership attribution and instrument terms
F1: Stock Awards granted pursuant to the Berkshire Hills Bancorp, Inc. 2018 Equity Compensation Plan vest at a rate of 338 shares on January 30, 2021 and 573 shares on each of January 30, 2022 and January 30, 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 100% on January 30, 2023.
F4: Stock Awards granted pursuant to the Berkshire Hills Bancorp, Inc. 2018 Equity Compensation Plan vest 100% on January 30, 2024.
F5: Since the reporting person's last report, 573 shares previously held through Stock Award I, 1,005 shares previously held through Stock Award II and 2,248 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 |
|---|---|---|---|---|---|---|
| January 30, 2023 Filed Jan 31, 2023 18:35 UTC | Beacon Financial Corp BHLB · Entity 649 | GrantCommon Stock | 2,141 | $0.00 | $0.00 |
DisclosureSEC source: 0001567619-23-001513 · doc1.xml · nonDerivative · entry 1 Shulman Jonathan I · CIK 0001804229 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By Stock Award IV Disclosed balance after: 2,141 F4 · ownership.nature: Stock Awards granted pursuant to the Berkshire Hills Bancorp, Inc. 2018 Equity Compensation Plan vest 100% on January 30, 2024. Read SEC document |
| January 30, 2022 Filed Feb 1, 2022 17:39 UTC | Beacon Financial Corp BHLB · Entity 649 | GrantCommon Stock | 2,248 | $0.00 | $0.00 |
DisclosureSEC 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. Read SEC document |
| January 30, 2021 Filed Feb 2, 2021 16:58 UTC | Beacon Financial Corp BHLB · Entity 649 | GrantCommon Stock | 3,016 | $0.00 | $0.00 |
DisclosureSEC source: 0001567619-21-001959 · doc1.xml · nonDerivative · entry 2 Shulman Jonathan I · CIK 0001804229 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By Stock Award II Disclosed balance after: 3,016 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, 2022. Read SEC document |
| January 30, 2021 Filed Feb 2, 2021 16:58 UTC | Beacon Financial Corp BHLB · Entity 649 | GrantCommon Stock | 1,484 | $0.00 | $0.00 |
DisclosureSEC source: 0001567619-21-001959 · doc1.xml · nonDerivative · entry 1 Shulman Jonathan I · CIK 0001804229 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By Stock Award I Disclosed balance after: 1,146 F3 · balance_after: Since the reporting person's last report, 338 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 at a rate of 338 shares on January 30, 2021 and 573 shares on each of January 30, 2022 and January 30, 2023. Read SEC document |
| September 18, 2020 Filed Sep 21, 2020 15:15 UTC | Beacon Financial Corp BHLB · Entity 649 | PurchaseCommon Stock | 250 | $10.16 | $2,538.75 |
DisclosureSEC source: 0001567619-20-016914 · doc1.xml · nonDerivative · entry 1 Shulman Jonathan I · CIK 0001804229 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 250 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.