Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Beacon Financial CorpBHLB · Entity 649 | SEVP and CFO | April 01, 2022 | April 04, 2022 |
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, 2022 · Filed April 04, 2022
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 8,525 |
Reported balance
After 2022-04-01 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2022-04-01 · Tax withholding · Disposed 219 · Balance 8,525 F3: Since the reporting person's last report, 744 shares previously held through Stock Award I have vested and are now owned directly. |
| Common StockSEC Table I · non-derivative | IndirectBy Stock Award I | 3,721 |
Reported balance
Holding disclosure · report date 2022-04-01 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 3,721 F3: Since the reporting person's last report, 744 shares previously held through Stock Award I have vested and are now owned directly. F1: 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 II | 4,979 |
Reported balance
Holding disclosure · report date 2022-04-01 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 4,979 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. |
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 April 1, 2022 with the remaining 50% vesting on April 1, 2024.
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: Since the reporting person's last report, 744 shares previously held through Stock Award I 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, 2022 Filed Apr 4, 2022 20:27 UTC | Beacon Financial Corp BHLB · Entity 649 | Tax withholdingCommon Stock | 219 | $28.82 | $6,311.58 |
DisclosureSEC source: 0001567619-22-007964 · doc1.xml · nonDerivative · entry 1 Basu Subhadeep · CIK 0001854552 · SEVP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,525 F3 · balance_after: Since the reporting person's last report, 744 shares previously held through Stock Award I have vested and are now owned directly. Read SEC document |
| January 30, 2022 Filed Feb 1, 2022 21:51 UTC | Beacon Financial Corp BHLB · Entity 649 | GrantCommon Stock | 4,979 | $0.00 | $0.00 |
DisclosureSEC source: 0001567619-22-002272 · doc1.xml · nonDerivative · entry 1 Basu Subhadeep · CIK 0001854552 · SEVP and CFO 10b5-1 filing: Not disclosed Ownership: Indirect · By Stock Award II Disclosed balance after: 4,979 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, 2023. Read SEC document |
| May 26, 2021 Filed May 27, 2021 16:19 UTC | Beacon Financial Corp BHLB · Entity 649 | PurchaseCommon Stock | 1 | $26.28 | $26.28 |
DisclosureSEC source: 0001567619-21-011228 · doc1.xml · nonDerivative · entry 4 Basu Subhadeep · CIK 0001854552 · SEVP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,000 Read SEC document |
| May 26, 2021 Filed May 27, 2021 16:19 UTC | Beacon Financial Corp BHLB · Entity 649 | PurchaseCommon Stock | 110 | $26.26 | $2,888.60 |
DisclosureSEC source: 0001567619-21-011228 · doc1.xml · nonDerivative · entry 3 Basu Subhadeep · CIK 0001854552 · SEVP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,999 Read SEC document |
| May 26, 2021 Filed May 27, 2021 16:19 UTC | Beacon Financial Corp BHLB · Entity 649 | PurchaseCommon Stock | 2,496 | $26.25 | $65,520.00 |
DisclosureSEC source: 0001567619-21-011228 · doc1.xml · nonDerivative · entry 2 Basu Subhadeep · CIK 0001854552 · SEVP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,889 Read SEC document |
| May 26, 2021 Filed May 27, 2021 16:19 UTC | Beacon Financial Corp BHLB · Entity 649 | PurchaseCommon Stock | 393 | $26.23 | $10,308.39 |
DisclosureSEC source: 0001567619-21-011228 · doc1.xml · nonDerivative · entry 1 Basu Subhadeep · CIK 0001854552 · SEVP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,393 Read SEC document |
| May 05, 2021 Filed May 6, 2021 18:03 UTC | Beacon Financial Corp BHLB · Entity 649 | PurchaseCommon Stock | 5,000 | $23.70 | $118,500.00 |
DisclosureSEC source: 0001567619-21-009200 · doc1.xml · nonDerivative · entry 1 Basu Subhadeep · CIK 0001854552 · SEVP and CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,000 Read SEC document |
| April 01, 2021 Filed Apr 2, 2021 20:42 UTC | Beacon Financial Corp BHLB · Entity 649 | GrantCommon Stock | 4,465 | $0.00 | $0.00 |
DisclosureSEC source: 0001567619-21-007505 · doc1.xml · nonDerivative · entry 1 Basu Subhadeep · CIK 0001854552 · SEVP and CFO 10b5-1 filing: Not disclosed Ownership: Indirect · By Stock Award I Disclosed balance after: 4,465 F1 · ownership.nature: 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. 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.