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 XV | 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 XIV | 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 XII, 1,005 shares previously held through Stock Award XIII and 2,248 shares previously held through Stock Award XIV 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 XII | 0 |
Reported balance
Holding disclosure · report date 2023-01-30 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 0 F5: Since the reporting person's last report, 573 shares previously held through Stock Award XII, 1,005 shares previously held through Stock Award XIII and 2,248 shares previously held through Stock Award XIV 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, 2021. |
| Common StockSEC Table I · non-derivative | IndirectBy Stock Award XIII | 1,006 |
Reported balance
Holding disclosure · report date 2023-01-30 · row 4
Holding and transaction disclosures are not merged.
1 source rowRow 4 · Balance 1,006 F5: Since the reporting person's last report, 573 shares previously held through Stock Award XII, 1,005 shares previously held through Stock Award XIII and 2,248 shares previously held through Stock Award XIV 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 | Direct | 27,202 |
Reported balance
Holding disclosure · report date 2023-01-30 · row 5
Holding and transaction disclosures are not merged.
1 source rowRow 5 · Balance 27,202 F5: Since the reporting person's last report, 573 shares previously held through Stock Award XII, 1,005 shares previously held through Stock Award XIII and 2,248 shares previously held through Stock Award XIV have vested and are now owned directly. |
| Common StockSEC Table I · non-derivative | IndirectBy IRA | 17,001 |
Reported balance
Holding disclosure · report date 2023-01-30 · row 6
Holding and transaction disclosures are not merged.
1 source rowRow 6 · Balance 17,001 |
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, 2021.
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 XII, 1,005 shares previously held through Stock Award XIII and 2,248 shares previously held through Stock Award XIV 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 18:37 UTC | Beacon Financial Corp BHLB · Entity 649 | GrantCommon Stock | 2,141 | $0.00 | $0.00 |
DisclosureSEC source: 0001567619-23-001517 · doc1.xml · nonDerivative · entry 1 DAVIES JOHN B · CIK 0001204188 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By Stock Award XV 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 17:36 UTC | Beacon Financial Corp BHLB · Entity 649 | GrantCommon Stock | 2,248 | $0.00 | $0.00 |
DisclosureSEC source: 0001567619-22-002207 · doc1.xml · nonDerivative · entry 1 DAVIES JOHN B · CIK 0001204188 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By Stock Award XIV 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 |
| May 21, 2021 Filed May 24, 2021 18:53 UTC | Beacon Financial Corp BHLB · Entity 649 | PurchaseCommon Stock | 272 | $27.21 | $7,400.58 |
DisclosureSEC source: 0001567619-21-011034 · doc1.xml · nonDerivative · entry 1 DAVIES JOHN B · CIK 0001204188 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By IRA Disclosed balance after: 17,001 Read SEC document |
| January 30, 2021 Filed Feb 2, 2021 16:34 UTC | Beacon Financial Corp BHLB · Entity 649 | GrantCommon Stock | 3,016 | $0.00 | $0.00 |
DisclosureSEC source: 0001567619-21-001937 · doc1.xml · nonDerivative · entry 1 DAVIES JOHN B · CIK 0001204188 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By Stock Award XIII Disclosed balance after: 3,016 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 |
| September 11, 2020 Filed Sep 14, 2020 16:51 UTC | Beacon Financial Corp BHLB · Entity 649 | PurchaseCommon Stock | 680 | $9.43 | $6,412.40 |
DisclosureSEC source: 0001567619-20-016659 · doc1.xml · nonDerivative · entry 2 DAVIES JOHN B · CIK 0001204188 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,840 Read SEC document |
| September 11, 2020 Filed Sep 14, 2020 16:51 UTC | Beacon Financial Corp BHLB · Entity 649 | PurchaseCommon Stock | 400 | $9.40 | $3,758.20 |
DisclosureSEC source: 0001567619-20-016659 · doc1.xml · nonDerivative · entry 1 DAVIES JOHN B · CIK 0001204188 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By IRA Disclosed balance after: 16,729 Read SEC document |
| May 21, 2020 Filed May 22, 2020 18:39 UTC | Beacon Financial Corp BHLB · Entity 649 | PurchaseCommon Stock | 404 | $10.81 | $4,366.43 |
DisclosureSEC source: 0001567619-20-010984 · doc1.xml · nonDerivative · entry 2 DAVIES JOHN B · CIK 0001204188 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By IRA Disclosed balance after: 16,329 Read SEC document |
| May 21, 2020 Filed May 22, 2020 18:39 UTC | Beacon Financial Corp BHLB · Entity 649 | PurchaseCommon Stock | 200 | $10.80 | $2,160.00 |
DisclosureSEC source: 0001567619-20-010984 · doc1.xml · nonDerivative · entry 1 DAVIES JOHN B · CIK 0001204188 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By IRA Disclosed balance after: 15,925 Read SEC document |
| May 12, 2020 Filed May 15, 2020 18:46 UTC | Beacon Financial Corp BHLB · Entity 649 | PurchaseCommon Stock | 100 | $10.68 | $1,068.00 |
DisclosureSEC source: 0001567619-20-010435 · doc1.xml · nonDerivative · entry 5 DAVIES JOHN B · CIK 0001204188 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By IRA Disclosed balance after: 15,725 Read SEC document |
| May 12, 2020 Filed May 15, 2020 18:46 UTC | Beacon Financial Corp BHLB · Entity 649 | PurchaseCommon Stock | 222 | $10.67 | $2,368.74 |
DisclosureSEC source: 0001567619-20-010435 · doc1.xml · nonDerivative · entry 4 DAVIES JOHN B · CIK 0001204188 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By IRA Disclosed balance after: 15,625 Read SEC document |
| May 12, 2020 Filed May 15, 2020 18:46 UTC | Beacon Financial Corp BHLB · Entity 649 | PurchaseCommon Stock | 313 | $10.67 | $3,338.46 |
DisclosureSEC source: 0001567619-20-010435 · doc1.xml · nonDerivative · entry 3 DAVIES JOHN B · CIK 0001204188 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By IRA Disclosed balance after: 15,403 Read SEC document |
| May 12, 2020 Filed May 15, 2020 18:46 UTC | Beacon Financial Corp BHLB · Entity 649 | PurchaseCommon Stock | 290 | $10.66 | $3,092.27 |
DisclosureSEC source: 0001567619-20-010435 · doc1.xml · nonDerivative · entry 2 DAVIES JOHN B · CIK 0001204188 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By IRA Disclosed balance after: 15,090 Read SEC document |
| May 12, 2020 Filed May 15, 2020 18:46 UTC | Beacon Financial Corp BHLB · Entity 649 | PurchaseCommon Stock | 100 | $10.66 | $1,065.50 |
DisclosureSEC source: 0001567619-20-010435 · doc1.xml · nonDerivative · entry 1 DAVIES JOHN B · CIK 0001204188 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By IRA Disclosed balance after: 14,800 Read SEC document |
| May 07, 2020 Filed May 8, 2020 19:23 UTC | Beacon Financial Corp BHLB · Entity 649 | PurchaseCommon Stock | 800 | $11.90 | $9,518.40 |
DisclosureSEC source: 0001567619-20-009315 · doc1.xml · nonDerivative · entry 3 DAVIES JOHN B · CIK 0001204188 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By IRA Disclosed balance after: 14,700 Read SEC document |
| May 07, 2020 Filed May 8, 2020 19:23 UTC | Beacon Financial Corp BHLB · Entity 649 | PurchaseCommon Stock | 170 | $11.89 | $2,021.98 |
DisclosureSEC source: 0001567619-20-009315 · doc1.xml · nonDerivative · entry 2 DAVIES JOHN B · CIK 0001204188 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By IRA Disclosed balance after: 13,900 Read SEC document |
| May 07, 2020 Filed May 8, 2020 19:23 UTC | Beacon Financial Corp BHLB · Entity 649 | PurchaseCommon Stock | 200 | $11.89 | $2,378.00 |
DisclosureSEC source: 0001567619-20-009315 · doc1.xml · nonDerivative · entry 1 DAVIES JOHN B · CIK 0001204188 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By IRA Disclosed balance after: 13,730 Read SEC document |
| January 30, 2020 Filed Jan 31, 2020 20:37 UTC | Beacon Financial Corp BHLB · Entity 649 | GrantCommon Stock | 1,719 | $0.00 | $0.00 |
DisclosureSEC source: 0001567619-20-001841 · doc1.xml · nonDerivative · entry 1 DAVIES JOHN B · CIK 0001204188 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By Stock Award XII Disclosed balance after: 1,719 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, 2021. Read SEC document |
| September 10, 2019 Filed Sep 12, 2019 16:13 UTC | Beacon Financial Corp BHLB · Entity 649 | PurchaseCommon Stock | 100 | $30.47 | $3,047.00 |
DisclosureSEC source: 0001567619-19-018168 · doc1.xml · nonDerivative · entry 2 DAVIES JOHN B · CIK 0001204188 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By IRA Disclosed balance after: 13,530 Read SEC document |
| September 10, 2019 Filed Sep 12, 2019 16:13 UTC | Beacon Financial Corp BHLB · Entity 649 | PurchaseCommon Stock | 138 | $30.52 | $4,211.39 |
DisclosureSEC source: 0001567619-19-018168 · doc1.xml · nonDerivative · entry 1 DAVIES JOHN B · CIK 0001204188 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,983 F4 · 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 |
| June 10, 2019 Filed Jun 10, 2019 19:43 UTC | Beacon Financial Corp BHLB · Entity 649 | PurchaseCommon Stock | 200 | $30.86 | $6,172.10 |
DisclosureSEC source: 0001567619-19-013149 · doc1.xml · nonDerivative · entry 2 DAVIES JOHN B · CIK 0001204188 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By IRA Disclosed balance after: 13,430 Read SEC document |
| June 10, 2019 Filed Jun 10, 2019 19:43 UTC | Beacon Financial Corp BHLB · Entity 649 | PurchaseCommon Stock | 500 | $30.87 | $15,435.00 |
DisclosureSEC source: 0001567619-19-013149 · doc1.xml · nonDerivative · entry 1 DAVIES JOHN B · CIK 0001204188 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By IRA Disclosed balance after: 13,230 Read SEC document |
| June 05, 2019 Filed Jun 5, 2019 17:41 UTC | Beacon Financial Corp BHLB · Entity 649 | PurchaseCommon Stock | 260 | $30.46 | $7,920.04 |
DisclosureSEC source: 0001567619-19-012816 · doc1.xml · nonDerivative · entry 1 DAVIES JOHN B · CIK 0001204188 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,579 Read SEC document |
| February 25, 2019 Filed Feb 26, 2019 17:37 UTC | Beacon Financial Corp BHLB · Entity 649 | PurchaseCommon Stock | 75 | $30.93 | $2,319.50 |
DisclosureSEC source: 0001567619-19-005397 · doc1.xml · nonDerivative · entry 2 DAVIES JOHN B · CIK 0001204188 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By IRA Disclosed balance after: 12,730 Read SEC document |
| February 25, 2019 Filed Feb 26, 2019 17:37 UTC | Beacon Financial Corp BHLB · Entity 649 | PurchaseCommon Stock | 290 | $30.96 | $8,977.41 |
DisclosureSEC source: 0001567619-19-005397 · doc1.xml · nonDerivative · entry 1 DAVIES JOHN B · CIK 0001204188 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,319 Read SEC document |
| January 30, 2019 Filed Jan 31, 2019 19:28 UTC | Beacon Financial Corp BHLB · Entity 649 | GrantCommon Stock | 1,613 | $0.00 | $0.00 |
DisclosureSEC source: 0001567619-19-001953 · doc1.xml · nonDerivative · entry 1 DAVIES JOHN B · CIK 0001204188 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By Stock Award XI Disclosed balance after: 1,613 F4 · 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 |
| December 17, 2018 Filed Dec 17, 2018 20:43 UTC | Beacon Financial Corp BHLB · Entity 649 | PurchaseCommon Stock | 1,380 | $28.60 | $39,468.00 |
DisclosureSEC source: 0001567619-18-008111 · doc1.xml · nonDerivative · entry 1 DAVIES JOHN B · CIK 0001204188 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By IRA Disclosed balance after: 12,655 Read SEC document |
| January 30, 2018 Filed Feb 1, 2018 19:46 UTC | Beacon Financial Corp BHLB · Entity 649 | GrantCommon Stock | 930 | $0.00 | $0.00 |
DisclosureSEC source: 0001140361-18-004417 · doc1.xml · nonDerivative · entry 1 DAVIES JOHN B · CIK 0001204188 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By Stock Award X Disclosed balance after: 930 F4 · 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, 2019. Read SEC document |
| July 24, 2017 Filed Jul 25, 2017 17:06 UTC | Beacon Financial Corp BHLB · Entity 649 | PurchaseCommon Stock | 125 | $35.90 | $4,487.50 |
DisclosureSEC source: 0001140361-17-028557 · doc1.xml · nonDerivative · entry 2 DAVIES JOHN B · CIK 0001204188 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By IRA Disclosed balance after: 11,275 Read SEC document |
| July 24, 2017 Filed Jul 25, 2017 17:06 UTC | Beacon Financial Corp BHLB · Entity 649 | PurchaseCommon Stock | 225 | $35.79 | $8,053.04 |
DisclosureSEC source: 0001140361-17-028557 · doc1.xml · nonDerivative · entry 1 DAVIES JOHN B · CIK 0001204188 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,755 Read SEC document |
| February 02, 2017 Filed Feb 3, 2017 18:52 UTC | Beacon Financial Corp BHLB · Entity 649 | PurchaseCommon Stock | 300 | $35.30 | $10,590.00 |
DisclosureSEC source: 0001140361-17-004334 · doc1.xml · nonDerivative · entry 2 DAVIES JOHN B · CIK 0001204188 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,820 Read SEC document |
| February 02, 2017 Filed Feb 3, 2017 18:52 UTC | Beacon Financial Corp BHLB · Entity 649 | PurchaseCommon Stock | 142 | $35.29 | $5,011.21 |
DisclosureSEC source: 0001140361-17-004334 · doc1.xml · nonDerivative · entry 1 DAVIES JOHN B · CIK 0001204188 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,520 Read SEC document |
| January 30, 2017 Filed Feb 1, 2017 22:39 UTC | Beacon Financial Corp BHLB · Entity 649 | GrantCommon Stock | 985 | $0.00 | $0.00 |
DisclosureSEC source: 0001140361-17-004005 · doc1.xml · nonDerivative · entry 1 DAVIES JOHN B · CIK 0001204188 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By Stock Award IX Disclosed balance after: 985 F4 · 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, 2018. 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.