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person · Reporting owner

Dunlaevy James Williar

Disclosed activity across 1 company

Tapewire entity
143210
SEC CIK
0001338114

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Reported relationships

Latest disclosed role at each company.

CompanyLast reported asReport datePublished
Beacon Financial CorpBHLB · Entity 649DirectorJanuary 30, 2021February 02, 2021

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, 2021 · Filed February 02, 2021

Security / awardOwnership accountDisclosed shares / unitsDisclosure context
Common StockSEC Table I · non-derivativeIndirectBy Stock Award X3,016 Reported balance After 2021-01-30 transaction · row 1 Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source row

Row 1 · 2021-01-30 · Grant · Acquired 3,016 · Balance 3,016

F4: 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-derivativeDirect65,164 Reported balance Holding disclosure · report date 2021-01-30 · row 2 Holding and transaction disclosures are not merged.
1 source row

Row 2 · Balance 65,164

F5: Since the reporting person's last report, 310 shares previously held through Stock Award VII, 538 shares previously held through Stock Award VIII and 573 shares previously held through Stock Award IX have vested and are now owned directly.

Common StockSEC Table I · non-derivativeIndirectBy Stock Award VII0 Reported balance Holding disclosure · report date 2021-01-30 · row 3 Holding and transaction disclosures are not merged.
1 source row

Row 3 · Balance 0

F5: Since the reporting person's last report, 310 shares previously held through Stock Award VII, 538 shares previously held through Stock Award VIII and 573 shares previously held through Stock Award IX have vested and are now owned directly.

F1: 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.

Common StockSEC Table I · non-derivativeIndirectBy Stock Award VIII537 Reported balance Holding disclosure · report date 2021-01-30 · row 4 Holding and transaction disclosures are not merged.
1 source row

Row 4 · Balance 537

F5: Since the reporting person's last report, 310 shares previously held through Stock Award VII, 538 shares previously held through Stock Award VIII and 573 shares previously held through Stock Award IX have vested and are now owned directly.

F2: 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.

Common StockSEC Table I · non-derivativeIndirectBy Stock Award IX1,146 Reported balance Holding disclosure · report date 2021-01-30 · row 5 Holding and transaction disclosures are not merged.
1 source row

Row 5 · Balance 1,146

F5: Since the reporting person's last report, 310 shares previously held through Stock Award VII, 538 shares previously held through Stock Award VIII and 573 shares previously held through Stock Award IX 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, 2021.

Common StockSEC Table I · non-derivativeIndirectBy IRA5,226 Reported balance Holding disclosure · report date 2021-01-30 · row 6 Holding and transaction disclosures are not merged.
1 source row

Row 6 · Balance 5,226

Common StockSEC Table I · non-derivativeIndirectBy Wife8,457 Reported balance Holding disclosure · report date 2021-01-30 · row 7 Holding and transaction disclosures are not merged.
1 source row

Row 7 · Balance 8,457

Filing footnotes · ownership attribution and instrument terms

F1: 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.

F2: 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.

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, 2021.

F4: 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.

F5: Since the reporting person's last report, 310 shares previously held through Stock Award VII, 538 shares previously held through Stock Award VIII and 573 shares previously held through Stock Award IX have vested and are now owned directly.

Transaction history

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Purchases/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 dateCompanyActivity / securityShares / unitsReported priceReported valueDetails
January 30, 2021 Filed Feb 2, 2021 16:52 UTC Beacon Financial Corp BHLB · Entity 649 GrantCommon Stock 3,016 $0.00 $0.00
Disclosure

SEC source: 0001567619-21-001949 · doc1.xml · nonDerivative · entry 1

Dunlaevy James Williar · CIK 0001338114 · Director

10b5-1 filing: Not disclosed

Ownership: Indirect · By Stock Award X

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
January 30, 2020 Filed Jan 31, 2020 20:32 UTC Beacon Financial Corp BHLB · Entity 649 GrantCommon Stock 1,719 $0.00 $0.00
Disclosure

SEC source: 0001567619-20-001837 · doc1.xml · nonDerivative · entry 1

Dunlaevy James Williar · CIK 0001338114 · Director

10b5-1 filing: Not disclosed

Ownership: Indirect · By Stock Award IX

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
January 30, 2019 Filed Jan 31, 2019 19:37 UTC Beacon Financial Corp BHLB · Entity 649 GrantCommon Stock 1,613 $0.00 $0.00
Disclosure

SEC source: 0001567619-19-001960 · doc1.xml · nonDerivative · entry 1

Dunlaevy James Williar · CIK 0001338114 · Director

10b5-1 filing: Not disclosed

Ownership: Indirect · By Stock Award VIII

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
January 30, 2018 Filed Feb 1, 2018 19:45 UTC Beacon Financial Corp BHLB · Entity 649 GrantCommon Stock 930 $0.00 $0.00
Disclosure

SEC source: 0001140361-18-004414 · doc1.xml · nonDerivative · entry 1

Dunlaevy James Williar · CIK 0001338114 · Director

10b5-1 filing: Not disclosed

Ownership: Indirect · By Stock Award VII

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
November 30, 2017 Filed Dec 1, 2017 22:14 UTC Beacon Financial Corp BHLB · Entity 649 Exercise / conversionStock Options · Derivative 7,455 $0.00 Strike: $226.61 $0.00
Disclosure

SEC source: 0001140361-17-044638 · doc1.xml · derivative · entry 8

Dunlaevy James Williar · CIK 0001338114 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 7,455 shares

Expires 2018-03-04

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 30, 2017 Filed Dec 1, 2017 22:14 UTC Beacon Financial Corp BHLB · Entity 649 SaleCommon Stock 7,455 $39.30 $292,981.50
Disclosure

SEC source: 0001140361-17-044638 · doc1.xml · nonDerivative · entry 2

Dunlaevy James Williar · CIK 0001338114 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 60,292

Read SEC document
November 30, 2017 Filed Dec 1, 2017 22:14 UTC Beacon Financial Corp BHLB · Entity 649 Exercise / conversionCommon Stock 7,455 $22.61 $168,557.55
Disclosure

SEC source: 0001140361-17-044638 · doc1.xml · nonDerivative · entry 1

Dunlaevy James Williar · CIK 0001338114 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 67,747

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
January 30, 2017 Filed Feb 1, 2017 22:39 UTC Beacon Financial Corp BHLB · Entity 649 GrantCommon Stock 985 $0.00 $0.00
Disclosure

SEC source: 0001140361-17-004007 · doc1.xml · nonDerivative · entry 1

Dunlaevy James Williar · CIK 0001338114 · Director

10b5-1 filing: Not disclosed

Ownership: Indirect · By Stock Award VI

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
November 14, 2016 Filed Nov 16, 2016 18:06 UTC Beacon Financial Corp BHLB · Entity 649 Exercise / conversionStock Options · Derivative 15,000 $0.00 Strike: $25.59 $0.00
Disclosure

SEC source: 0001140361-16-086929 · doc1.xml · derivative · entry 10

Dunlaevy James Williar · CIK 0001338114 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 15,000 shares

Expires 2016-11-29

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 14, 2016 Filed Nov 16, 2016 18:06 UTC Beacon Financial Corp BHLB · Entity 649 SaleCommon Stock 100 $32.20 $3,220.00
Disclosure

SEC source: 0001140361-16-086929 · doc1.xml · nonDerivative · entry 4

Dunlaevy James Williar · CIK 0001338114 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 59,003

Read SEC document
November 14, 2016 Filed Nov 16, 2016 18:06 UTC Beacon Financial Corp BHLB · Entity 649 SaleCommon Stock 3,113 $32.15 $100,082.95
Disclosure

SEC source: 0001140361-16-086929 · doc1.xml · nonDerivative · entry 3

Dunlaevy James Williar · CIK 0001338114 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 59,103

Read SEC document
November 14, 2016 Filed Nov 16, 2016 18:06 UTC Beacon Financial Corp BHLB · Entity 649 SaleCommon Stock 11,787 $32.10 $378,362.70
Disclosure

SEC source: 0001140361-16-086929 · doc1.xml · nonDerivative · entry 2

Dunlaevy James Williar · CIK 0001338114 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 62,216

Read SEC document
November 14, 2016 Filed Nov 16, 2016 18:06 UTC Beacon Financial Corp BHLB · Entity 649 Exercise / conversionCommon Stock 15,000 $25.59 $383,850.00
Disclosure

SEC source: 0001140361-16-086929 · doc1.xml · nonDerivative · entry 1

Dunlaevy James Williar · CIK 0001338114 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 74,003

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 10, 2016 Filed Nov 14, 2016 22:46 UTC Beacon Financial Corp BHLB · Entity 649 Exercise / conversionStock Options · Derivative 19,643 $0.00 Strike: $25.59 $0.00
Disclosure

SEC source: 0001140361-16-086606 · doc1.xml · derivative · entry 21

Dunlaevy James Williar · CIK 0001338114 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 15,000

Underlying: Common Stock · 19,643 shares

Expires 2016-11-29

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 10, 2016 Filed Nov 14, 2016 22:46 UTC Beacon Financial Corp BHLB · Entity 649 SaleCommon Stock 1,103 $31.48 $34,722.44
Disclosure

SEC source: 0001140361-16-086606 · doc1.xml · nonDerivative · entry 15

Dunlaevy James Williar · CIK 0001338114 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 59,003

Read SEC document
November 10, 2016 Filed Nov 14, 2016 22:46 UTC Beacon Financial Corp BHLB · Entity 649 SaleCommon Stock 1,124 $31.45 $35,349.80
Disclosure

SEC source: 0001140361-16-086606 · doc1.xml · nonDerivative · entry 14

Dunlaevy James Williar · CIK 0001338114 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 60,106

Read SEC document
November 10, 2016 Filed Nov 14, 2016 22:46 UTC Beacon Financial Corp BHLB · Entity 649 SaleCommon Stock 1,400 $31.43 $44,002.00
Disclosure

SEC source: 0001140361-16-086606 · doc1.xml · nonDerivative · entry 13

Dunlaevy James Williar · CIK 0001338114 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 61,230

Read SEC document
November 10, 2016 Filed Nov 14, 2016 22:46 UTC Beacon Financial Corp BHLB · Entity 649 SaleCommon Stock 3,183 $31.40 $99,946.20
Disclosure

SEC source: 0001140361-16-086606 · doc1.xml · nonDerivative · entry 12

Dunlaevy James Williar · CIK 0001338114 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 62,630

Read SEC document
November 10, 2016 Filed Nov 14, 2016 22:46 UTC Beacon Financial Corp BHLB · Entity 649 SaleCommon Stock 500 $31.38 $15,690.00
Disclosure

SEC source: 0001140361-16-086606 · doc1.xml · nonDerivative · entry 11

Dunlaevy James Williar · CIK 0001338114 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 65,813

Read SEC document
November 10, 2016 Filed Nov 14, 2016 22:46 UTC Beacon Financial Corp BHLB · Entity 649 SaleCommon Stock 2,400 $31.35 $75,240.00
Disclosure

SEC source: 0001140361-16-086606 · doc1.xml · nonDerivative · entry 10

Dunlaevy James Williar · CIK 0001338114 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 66,313

Read SEC document
November 10, 2016 Filed Nov 14, 2016 22:46 UTC Beacon Financial Corp BHLB · Entity 649 SaleCommon Stock 1,400 $31.33 $43,862.00
Disclosure

SEC source: 0001140361-16-086606 · doc1.xml · nonDerivative · entry 9

Dunlaevy James Williar · CIK 0001338114 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 68,713

Read SEC document
November 10, 2016 Filed Nov 14, 2016 22:46 UTC Beacon Financial Corp BHLB · Entity 649 SaleCommon Stock 1,940 $31.30 $60,722.00
Disclosure

SEC source: 0001140361-16-086606 · doc1.xml · nonDerivative · entry 8

Dunlaevy James Williar · CIK 0001338114 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 70,113

Read SEC document
November 10, 2016 Filed Nov 14, 2016 22:46 UTC Beacon Financial Corp BHLB · Entity 649 SaleCommon Stock 615 $31.25 $19,218.75
Disclosure

SEC source: 0001140361-16-086606 · doc1.xml · nonDerivative · entry 7

Dunlaevy James Williar · CIK 0001338114 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 72,053

Read SEC document
November 10, 2016 Filed Nov 14, 2016 22:46 UTC Beacon Financial Corp BHLB · Entity 649 SaleCommon Stock 800 $31.20 $24,960.00
Disclosure

SEC source: 0001140361-16-086606 · doc1.xml · nonDerivative · entry 6

Dunlaevy James Williar · CIK 0001338114 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 72,668

Read SEC document
November 10, 2016 Filed Nov 14, 2016 22:46 UTC Beacon Financial Corp BHLB · Entity 649 SaleCommon Stock 1,629 $31.18 $50,792.22
Disclosure

SEC source: 0001140361-16-086606 · doc1.xml · nonDerivative · entry 5

Dunlaevy James Williar · CIK 0001338114 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 73,468

Read SEC document
November 10, 2016 Filed Nov 14, 2016 22:46 UTC Beacon Financial Corp BHLB · Entity 649 SaleCommon Stock 2,849 $31.15 $88,746.35
Disclosure

SEC source: 0001140361-16-086606 · doc1.xml · nonDerivative · entry 4

Dunlaevy James Williar · CIK 0001338114 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 75,097

Read SEC document
November 10, 2016 Filed Nov 14, 2016 22:46 UTC Beacon Financial Corp BHLB · Entity 649 SaleCommon Stock 500 $31.13 $15,565.00
Disclosure

SEC source: 0001140361-16-086606 · doc1.xml · nonDerivative · entry 3

Dunlaevy James Williar · CIK 0001338114 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 77,946

Read SEC document
November 10, 2016 Filed Nov 14, 2016 22:46 UTC Beacon Financial Corp BHLB · Entity 649 SaleCommon Stock 200 $31.10 $6,220.00
Disclosure

SEC source: 0001140361-16-086606 · doc1.xml · nonDerivative · entry 2

Dunlaevy James Williar · CIK 0001338114 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 78,446

Read SEC document
November 10, 2016 Filed Nov 14, 2016 22:46 UTC Beacon Financial Corp BHLB · Entity 649 Exercise / conversionCommon Stock 19,643 $25.59 $502,664.37
Disclosure

SEC source: 0001140361-16-086606 · doc1.xml · nonDerivative · entry 1

Dunlaevy James Williar · CIK 0001338114 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 78,646

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, 2016 Filed Nov 10, 2016 21:26 UTC Beacon Financial Corp BHLB · Entity 649 Exercise / conversionStock Options · Derivative 30,000 $0.00 Strike: $25.59 $0.00
Disclosure

SEC source: 0001140361-16-085837 · doc1.xml · derivative · entry 26

Dunlaevy James Williar · CIK 0001338114 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 34,643

Underlying: Common Stock · 30,000 shares

Expires 2016-11-29

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, 2016 Filed Nov 10, 2016 21:26 UTC Beacon Financial Corp BHLB · Entity 649 SaleCommon Stock 100 $30.85 $3,085.00
Disclosure

SEC source: 0001140361-16-085837 · doc1.xml · nonDerivative · entry 20

Dunlaevy James Williar · CIK 0001338114 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 59,003

Read SEC document
November 09, 2016 Filed Nov 10, 2016 21:26 UTC Beacon Financial Corp BHLB · Entity 649 SaleCommon Stock 100 $30.80 $3,080.00
Disclosure

SEC source: 0001140361-16-085837 · doc1.xml · nonDerivative · entry 19

Dunlaevy James Williar · CIK 0001338114 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 59,103

Read SEC document
November 09, 2016 Filed Nov 10, 2016 21:26 UTC Beacon Financial Corp BHLB · Entity 649 SaleCommon Stock 1,300 $30.75 $39,975.00
Disclosure

SEC source: 0001140361-16-085837 · doc1.xml · nonDerivative · entry 18

Dunlaevy James Williar · CIK 0001338114 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 59,203

Read SEC document
November 09, 2016 Filed Nov 10, 2016 21:26 UTC Beacon Financial Corp BHLB · Entity 649 SaleCommon Stock 400 $30.73 $12,292.00
Disclosure

SEC source: 0001140361-16-085837 · doc1.xml · nonDerivative · entry 17

Dunlaevy James Williar · CIK 0001338114 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 60,503

Read SEC document
November 09, 2016 Filed Nov 10, 2016 21:26 UTC Beacon Financial Corp BHLB · Entity 649 SaleCommon Stock 1,200 $30.70 $36,840.00
Disclosure

SEC source: 0001140361-16-085837 · doc1.xml · nonDerivative · entry 16

Dunlaevy James Williar · CIK 0001338114 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 60,903

Read SEC document
November 09, 2016 Filed Nov 10, 2016 21:26 UTC Beacon Financial Corp BHLB · Entity 649 SaleCommon Stock 1,205 $30.65 $36,933.25
Disclosure

SEC source: 0001140361-16-085837 · doc1.xml · nonDerivative · entry 15

Dunlaevy James Williar · CIK 0001338114 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 62,103

Read SEC document
November 09, 2016 Filed Nov 10, 2016 21:26 UTC Beacon Financial Corp BHLB · Entity 649 SaleCommon Stock 10,695 $30.60 $327,267.00
Disclosure

SEC source: 0001140361-16-085837 · doc1.xml · nonDerivative · entry 14

Dunlaevy James Williar · CIK 0001338114 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 63,308

Read SEC document
November 09, 2016 Filed Nov 10, 2016 21:26 UTC Beacon Financial Corp BHLB · Entity 649 SaleCommon Stock 4,600 $30.40 $139,840.00
Disclosure

SEC source: 0001140361-16-085837 · doc1.xml · nonDerivative · entry 13

Dunlaevy James Williar · CIK 0001338114 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 74,003

Read SEC document
November 09, 2016 Filed Nov 10, 2016 21:26 UTC Beacon Financial Corp BHLB · Entity 649 SaleCommon Stock 200 $30.38 $6,076.00
Disclosure

SEC source: 0001140361-16-085837 · doc1.xml · nonDerivative · entry 12

Dunlaevy James Williar · CIK 0001338114 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 78,603

Read SEC document
November 09, 2016 Filed Nov 10, 2016 21:26 UTC Beacon Financial Corp BHLB · Entity 649 SaleCommon Stock 300 $30.35 $9,105.00
Disclosure

SEC source: 0001140361-16-085837 · doc1.xml · nonDerivative · entry 11

Dunlaevy James Williar · CIK 0001338114 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 78,803

Read SEC document
November 09, 2016 Filed Nov 10, 2016 21:26 UTC Beacon Financial Corp BHLB · Entity 649 SaleCommon Stock 200 $30.30 $6,060.00
Disclosure

SEC source: 0001140361-16-085837 · doc1.xml · nonDerivative · entry 10

Dunlaevy James Williar · CIK 0001338114 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 79,103

Read SEC document
November 09, 2016 Filed Nov 10, 2016 21:26 UTC Beacon Financial Corp BHLB · Entity 649 SaleCommon Stock 300 $30.25 $9,075.00
Disclosure

SEC source: 0001140361-16-085837 · doc1.xml · nonDerivative · entry 9

Dunlaevy James Williar · CIK 0001338114 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 79,303

Read SEC document
November 09, 2016 Filed Nov 10, 2016 21:26 UTC Beacon Financial Corp BHLB · Entity 649 SaleCommon Stock 400 $30.20 $12,080.00
Disclosure

SEC source: 0001140361-16-085837 · doc1.xml · nonDerivative · entry 8

Dunlaevy James Williar · CIK 0001338114 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 79,603

Read SEC document
November 09, 2016 Filed Nov 10, 2016 21:26 UTC Beacon Financial Corp BHLB · Entity 649 SaleCommon Stock 2,000 $30.15 $60,300.00
Disclosure

SEC source: 0001140361-16-085837 · doc1.xml · nonDerivative · entry 7

Dunlaevy James Williar · CIK 0001338114 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 80,003

Read SEC document
November 09, 2016 Filed Nov 10, 2016 21:26 UTC Beacon Financial Corp BHLB · Entity 649 SaleCommon Stock 100 $30.15 $3,015.00
Disclosure

SEC source: 0001140361-16-085837 · doc1.xml · nonDerivative · entry 6

Dunlaevy James Williar · CIK 0001338114 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 82,003

Read SEC document
November 09, 2016 Filed Nov 10, 2016 21:26 UTC Beacon Financial Corp BHLB · Entity 649 SaleCommon Stock 300 $30.10 $9,030.00
Disclosure

SEC source: 0001140361-16-085837 · doc1.xml · nonDerivative · entry 5

Dunlaevy James Williar · CIK 0001338114 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 82,103

Read SEC document
November 09, 2016 Filed Nov 10, 2016 21:26 UTC Beacon Financial Corp BHLB · Entity 649 SaleCommon Stock 1,000 $30.09 $30,090.00
Disclosure

SEC source: 0001140361-16-085837 · doc1.xml · nonDerivative · entry 4

Dunlaevy James Williar · CIK 0001338114 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 82,403

Read SEC document
November 09, 2016 Filed Nov 10, 2016 21:26 UTC Beacon Financial Corp BHLB · Entity 649 SaleCommon Stock 4,600 $30.05 $138,230.00
Disclosure

SEC source: 0001140361-16-085837 · doc1.xml · nonDerivative · entry 3

Dunlaevy James Williar · CIK 0001338114 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 83,403

Read SEC document
November 09, 2016 Filed Nov 10, 2016 21:26 UTC Beacon Financial Corp BHLB · Entity 649 SaleCommon Stock 1,000 $30.04 $30,040.00
Disclosure

SEC source: 0001140361-16-085837 · doc1.xml · nonDerivative · entry 2

Dunlaevy James Williar · CIK 0001338114 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 88,003

Read SEC document
November 09, 2016 Filed Nov 10, 2016 21:26 UTC Beacon Financial Corp BHLB · Entity 649 Exercise / conversionCommon Stock 30,000 $25.59 $767,700.00
Disclosure

SEC source: 0001140361-16-085837 · doc1.xml · nonDerivative · entry 1

Dunlaevy James Williar · CIK 0001338114 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 89,003

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

Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.