Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Beacon Financial CorpBHLB · Entity 649 | Director | January 30, 2022 | February 01, 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 January 30, 2022 · Filed February 01, 2022
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | IndirectBy Stock Award IV | 2,248 |
Reported balance
After 2022-01-30 transaction · row 1
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 1 · 2022-01-30 · Grant · Acquired 2,248 · Balance 2,248 F4: 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 I | 573 |
Reported balance
Holding disclosure · report date 2022-01-30 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 573 F5: Since the reporting person's last report, 573 shares previously held through Stock Award I, 537 shares previously held through Stock Award II and 1,005 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 in three equal annual installments beginning on January 30, 2021. |
| Common StockSEC Table I · non-derivative | IndirectBy Stock Award II | 0 |
Reported balance
Holding disclosure · report date 2022-01-30 · 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 I, 537 shares previously held through Stock Award II and 1,005 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 at a rate of 413 shares on January 30, 2021 and 537 shares on January 30, 2022. |
| Common StockSEC Table I · non-derivative | IndirectBy Stock Award III | 2,011 |
Reported balance
Holding disclosure · report date 2022-01-30 · row 4
Holding and transaction disclosures are not merged.
1 source rowRow 4 · Balance 2,011 F5: Since the reporting person's last report, 573 shares previously held through Stock Award I, 537 shares previously held through Stock Award II and 1,005 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 in three equal annual installments beginning on January 30, 2022. |
| Common StockSEC Table I · non-derivative | Direct | 13,531 |
Reported balance
Holding disclosure · report date 2022-01-30 · row 5
Holding and transaction disclosures are not merged.
1 source rowRow 5 · Balance 13,531 F5: Since the reporting person's last report, 573 shares previously held through Stock Award I, 537 shares previously held through Stock Award II and 1,005 shares previously held through Stock Award III have vested and are now owned directly. |
| Common StockSEC Table I · non-derivative | IndirectBy ESOP | 5,693 |
Reported balance
Holding disclosure · report date 2022-01-30 · row 6
Holding and transaction disclosures are not merged.
1 source rowRow 6 · Balance 5,693 |
| Common StockSEC Table I · non-derivative | IndirectBy IRA | 2,255 |
Reported balance
Holding disclosure · report date 2022-01-30 · row 7
Holding and transaction disclosures are not merged.
1 source rowRow 7 · Balance 2,255 |
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 at a rate of 413 shares on January 30, 2021 and 537 shares 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, 2022.
F4: Stock Awards granted pursuant to the Berkshire Hills Bancorp, Inc. 2018 Equity Compensation Plan vest 100% on January 30, 2023.
F5: Since the reporting person's last report, 573 shares previously held through Stock Award I, 537 shares previously held through Stock Award II and 1,005 shares previously held through Stock Award III have vested and are now owned directly.
Past disclosures · reporting ended (1)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
SI Financial Group, Inc.
Report date May 17, 2019 · Filed May 20, 2019
Section 16 reporting ended · disclosed 2019-05-20. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 0 |
Reported balance
After 2019-05-17 transaction · row 1
1 source rowRow 1 · 2019-05-17 · Disposition to issuer · Disposed 43,760 · Balance 0 F1: Pursuant to the Agreement and Plan of Merger dated December 11, 2018 (the "Agreement"), by and between SI Financial Group, Inc. and Berkshire Hills Bancorp, Inc., at the Effective Time of the Merger each share of SI Financial Group, Inc. common stock was converted into and became exchangeable for the right to receive 0.48 shares of Berkshire Hills Bancorp, Inc. common stock, with cash in lieu of fractional shares. |
| Common StockSEC Table I · non-derivative | IndirectBy 401(k) | 0 |
Reported balance
After 2019-05-17 transaction · row 2
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 2 · 2019-05-17 · Disposition to issuer · Disposed 19,697 · Balance 0 F2: Reflects transactions not required to be reported pursuant to Section 16 of the Securities Act of 1934, as amended. F1: Pursuant to the Agreement and Plan of Merger dated December 11, 2018 (the "Agreement"), by and between SI Financial Group, Inc. and Berkshire Hills Bancorp, Inc., at the Effective Time of the Merger each share of SI Financial Group, Inc. common stock was converted into and became exchangeable for the right to receive 0.48 shares of Berkshire Hills Bancorp, Inc. common stock, with cash in lieu of fractional shares. |
| Common StockSEC Table I · non-derivative | IndirectBy ESOP | 0 |
Reported balance
After 2019-05-17 transaction · row 3
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 3 · 2019-05-17 · Disposition to issuer · Disposed 11,861 · Balance 0 F1: Pursuant to the Agreement and Plan of Merger dated December 11, 2018 (the "Agreement"), by and between SI Financial Group, Inc. and Berkshire Hills Bancorp, Inc., at the Effective Time of the Merger each share of SI Financial Group, Inc. common stock was converted into and became exchangeable for the right to receive 0.48 shares of Berkshire Hills Bancorp, Inc. common stock, with cash in lieu of fractional shares. |
| Common StockSEC Table I · non-derivative | IndirectBy IRA | 0 |
Reported balance
After 2019-05-17 transaction · row 4
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 4 · 2019-05-17 · Disposition to issuer · Disposed 4,699 · Balance 0 F1: Pursuant to the Agreement and Plan of Merger dated December 11, 2018 (the "Agreement"), by and between SI Financial Group, Inc. and Berkshire Hills Bancorp, Inc., at the Effective Time of the Merger each share of SI Financial Group, Inc. common stock was converted into and became exchangeable for the right to receive 0.48 shares of Berkshire Hills Bancorp, Inc. common stock, with cash in lieu of fractional shares. |
| Common StockSEC Table I · non-derivative | IndirectBy Spouse | 0 |
Reported balance
After 2019-05-17 transaction · row 5
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 5 · 2019-05-17 · Disposition to issuer · Disposed 898 · Balance 0 F1: Pursuant to the Agreement and Plan of Merger dated December 11, 2018 (the "Agreement"), by and between SI Financial Group, Inc. and Berkshire Hills Bancorp, Inc., at the Effective Time of the Merger each share of SI Financial Group, Inc. common stock was converted into and became exchangeable for the right to receive 0.48 shares of Berkshire Hills Bancorp, Inc. common stock, with cash in lieu of fractional shares. |
| Common StockSEC Table I · non-derivative | IndirectBy Spouse's IRA | 0 |
Reported balance
After 2019-05-17 transaction · row 6
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 6 · 2019-05-17 · Disposition to issuer · Disposed 2,659 · Balance 0 F1: Pursuant to the Agreement and Plan of Merger dated December 11, 2018 (the "Agreement"), by and between SI Financial Group, Inc. and Berkshire Hills Bancorp, Inc., at the Effective Time of the Merger each share of SI Financial Group, Inc. common stock was converted into and became exchangeable for the right to receive 0.48 shares of Berkshire Hills Bancorp, Inc. common stock, with cash in lieu of fractional shares. |
Filing footnotes · ownership attribution and instrument terms
F1: Pursuant to the Agreement and Plan of Merger dated December 11, 2018 (the "Agreement"), by and between SI Financial Group, Inc. and Berkshire Hills Bancorp, Inc., at the Effective Time of the Merger each share of SI Financial Group, Inc. common stock was converted into and became exchangeable for the right to receive 0.48 shares of Berkshire Hills Bancorp, Inc. common stock, with cash in lieu of fractional shares.
F2: Reflects transactions not required to be reported pursuant to Section 16 of the Securities Act of 1934, as amended.
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 |
|---|---|---|---|---|---|---|
| August 08, 2017 Filed Aug 9, 2017 16:59 UTC | SI Financial Group, Inc. SIFI · Entity 157384 | SaleCommon Stock | 100 | $15.20 | $1,520.00 |
DisclosureSEC source: 0001140361-17-030886 · doc1.xml · nonDerivative · entry 4 BROUILLARD RHEO A · CIK 0001298177 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 67,033 Read SEC document |
| August 08, 2017 Filed Aug 9, 2017 16:59 UTC | SI Financial Group, Inc. SIFI · Entity 157384 | Exercise / conversionCommon Stock | 300 | $5.68 | $1,704.00 |
DisclosureSEC source: 0001140361-17-030886 · doc1.xml · nonDerivative · entry 3 BROUILLARD RHEO A · CIK 0001298177 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 67,133 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 |
| August 07, 2017 Filed Aug 9, 2017 16:59 UTC | SI Financial Group, Inc. SIFI · Entity 157384 | Exercise / conversionStock Options · Derivative | 181 | $0.00 Strike: $5.68 | $0.00 |
DisclosureSEC source: 0001140361-17-030886 · doc1.xml · derivative · entry 12 BROUILLARD RHEO A · CIK 0001298177 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,800 Underlying: Common Stock · 181 shares Expires 2020-02-24 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. F3 · derivative.underlying_shares: Stock Options are fully vested and exercisable. F3 · balance_after: Stock Options are fully vested and exercisable. Read SEC document |
| August 07, 2017 Filed Aug 9, 2017 16:59 UTC | SI Financial Group, Inc. SIFI · Entity 157384 | SaleCommon Stock | 181 | $15.20 | $2,751.20 |
DisclosureSEC source: 0001140361-17-030886 · doc1.xml · nonDerivative · entry 2 BROUILLARD RHEO A · CIK 0001298177 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 66,833 Read SEC document |
| August 07, 2017 Filed Aug 9, 2017 16:59 UTC | SI Financial Group, Inc. SIFI · Entity 157384 | Exercise / conversionCommon Stock | 181 | $5.68 | $1,028.08 |
DisclosureSEC source: 0001140361-17-030886 · doc1.xml · nonDerivative · entry 1 BROUILLARD RHEO A · CIK 0001298177 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 67,014 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 |
| February 26, 2017 Filed Feb 28, 2017 18:06 UTC | SI Financial Group, Inc. SIFI · Entity 157384 | Tax withholdingCommon Stock | 3,675 | $14.80 | $54,390.00 |
DisclosureSEC source: 0001140361-17-009754 · doc1.xml · nonDerivative · entry 1 BROUILLARD RHEO A · CIK 0001298177 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 66,833 F1 · balance_after: Since the reporting person's last report, 10,000 shares previously held by Stock Award have vested and are now owned directly. Read SEC document |
| October 24, 2016 Filed Oct 26, 2016 15:12 UTC | SI Financial Group, Inc. SIFI · Entity 157384 | Tax withholdingCommon Stock | 1,792 | $13.30 | $23,833.60 |
DisclosureSEC source: 0001140361-16-083608 · doc1.xml · nonDerivative · entry 1 BROUILLARD RHEO A · CIK 0001298177 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 60,508 F1 · balance_after: Since the reporting person's last report, 5,000 shares previously held by Stock Award have vested and are now owned directly. Read SEC document |
| September 23, 2016 Filed Sep 27, 2016 15:44 UTC | SI Financial Group, Inc. SIFI · Entity 157384 | Tax withholdingCommon Stock | 1,194 | $13.21 | $15,772.74 |
DisclosureSEC source: 0001140361-16-080805 · doc1.xml · nonDerivative · entry 1 BROUILLARD RHEO A · CIK 0001298177 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 57,300 F1 · balance_after: Since the reporting person's last report, 3,333 shares previously held by 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.