Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Beacon Financial CorpBHLB · Entity 649 | Director | January 30, 2021 | February 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 / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | IndirectBy Stock Award X | 3,016 |
Reported balance
After 2021-01-30 transaction · row 1
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 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-derivative | Direct | 65,164 |
Reported balance
Holding disclosure · report date 2021-01-30 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 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-derivative | IndirectBy Stock Award VII | 0 |
Reported balance
Holding disclosure · report date 2021-01-30 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 0 F5: Since the reporting person's last report, 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-derivative | IndirectBy Stock Award VIII | 537 |
Reported balance
Holding disclosure · report date 2021-01-30 · row 4
Holding and transaction disclosures are not merged.
1 source rowRow 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-derivative | IndirectBy Stock Award IX | 1,146 |
Reported balance
Holding disclosure · report date 2021-01-30 · row 5
Holding and transaction disclosures are not merged.
1 source rowRow 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-derivative | IndirectBy IRA | 5,226 |
Reported balance
Holding disclosure · report date 2021-01-30 · row 6
Holding and transaction disclosures are not merged.
1 source rowRow 6 · Balance 5,226 |
| Common StockSEC Table I · non-derivative | IndirectBy Wife | 8,457 |
Reported balance
Holding disclosure · report date 2021-01-30 · row 7
Holding and transaction disclosures are not merged.
1 source rowRow 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
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 |
|---|---|---|---|---|---|---|
| November 07, 2016 Filed Nov 8, 2016 21:06 UTC | Beacon Financial Corp BHLB · Entity 649 | Exercise / conversionStock Options · Derivative | 15,000 | $0.00 Strike: $25.59 | $0.00 |
DisclosureSEC source: 0001140361-16-085402 · doc1.xml · derivative · entry 13 Dunlaevy James Williar · CIK 0001338114 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 64,643 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 07, 2016 Filed Nov 8, 2016 21:06 UTC | Beacon Financial Corp BHLB · Entity 649 | SaleCommon Stock | 100 | $30.00 | $3,000.00 |
DisclosureSEC source: 0001140361-16-085402 · doc1.xml · nonDerivative · entry 7 Dunlaevy James Williar · CIK 0001338114 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 59,003 Read SEC document |
| November 07, 2016 Filed Nov 8, 2016 21:06 UTC | Beacon Financial Corp BHLB · Entity 649 | SaleCommon Stock | 1,100 | $29.98 | $32,978.00 |
DisclosureSEC source: 0001140361-16-085402 · doc1.xml · nonDerivative · entry 6 Dunlaevy James Williar · CIK 0001338114 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 59,103 Read SEC document |
| November 07, 2016 Filed Nov 8, 2016 21:06 UTC | Beacon Financial Corp BHLB · Entity 649 | SaleCommon Stock | 700 | $29.95 | $20,965.00 |
DisclosureSEC source: 0001140361-16-085402 · doc1.xml · nonDerivative · entry 5 Dunlaevy James Williar · CIK 0001338114 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 60,203 Read SEC document |
| November 07, 2016 Filed Nov 8, 2016 21:06 UTC | Beacon Financial Corp BHLB · Entity 649 | SaleCommon Stock | 600 | $29.90 | $17,940.00 |
DisclosureSEC source: 0001140361-16-085402 · doc1.xml · nonDerivative · entry 4 Dunlaevy James Williar · CIK 0001338114 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 60,903 Read SEC document |
| November 07, 2016 Filed Nov 8, 2016 21:06 UTC | Beacon Financial Corp BHLB · Entity 649 | SaleCommon Stock | 400 | $29.88 | $11,952.00 |
DisclosureSEC source: 0001140361-16-085402 · doc1.xml · nonDerivative · entry 3 Dunlaevy James Williar · CIK 0001338114 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 61,503 Read SEC document |
| November 07, 2016 Filed Nov 8, 2016 21:06 UTC | Beacon Financial Corp BHLB · Entity 649 | SaleCommon Stock | 12,100 | $29.85 | $361,185.00 |
DisclosureSEC source: 0001140361-16-085402 · doc1.xml · nonDerivative · entry 2 Dunlaevy James Williar · CIK 0001338114 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 61,903 Read SEC document |
| November 07, 2016 Filed Nov 8, 2016 21:06 UTC | Beacon Financial Corp BHLB · Entity 649 | Exercise / conversionCommon Stock | 15,000 | $25.59 | $383,850.00 |
DisclosureSEC source: 0001140361-16-085402 · 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 02, 2016 Filed Nov 4, 2016 15:33 UTC | Beacon Financial Corp BHLB · Entity 649 | Exercise / conversionStock Options · Derivative | 15,000 | $0.00 Strike: $25.59 | $0.00 |
DisclosureSEC source: 0001140361-16-084835 · doc1.xml · derivative · entry 11 Dunlaevy James Williar · CIK 0001338114 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 79,643 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 02, 2016 Filed Nov 4, 2016 15:33 UTC | Beacon Financial Corp BHLB · Entity 649 | SaleCommon Stock | 100 | $29.40 | $2,940.00 |
DisclosureSEC source: 0001140361-16-084835 · doc1.xml · nonDerivative · entry 5 Dunlaevy James Williar · CIK 0001338114 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 59,003 Read SEC document |
| November 02, 2016 Filed Nov 4, 2016 15:33 UTC | Beacon Financial Corp BHLB · Entity 649 | SaleCommon Stock | 600 | $29.38 | $17,625.00 |
DisclosureSEC source: 0001140361-16-084835 · doc1.xml · nonDerivative · entry 4 Dunlaevy James Williar · CIK 0001338114 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 59,103 Read SEC document |
| November 02, 2016 Filed Nov 4, 2016 15:33 UTC | Beacon Financial Corp BHLB · Entity 649 | SaleCommon Stock | 7,328 | $29.35 | $215,076.80 |
DisclosureSEC source: 0001140361-16-084835 · doc1.xml · nonDerivative · entry 3 Dunlaevy James Williar · CIK 0001338114 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 59,703 Read SEC document |
| November 02, 2016 Filed Nov 4, 2016 15:33 UTC | Beacon Financial Corp BHLB · Entity 649 | SaleCommon Stock | 6,972 | $29.30 | $204,279.60 |
DisclosureSEC source: 0001140361-16-084835 · doc1.xml · nonDerivative · entry 2 Dunlaevy James Williar · CIK 0001338114 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 67,031 Read SEC document |
| November 02, 2016 Filed Nov 4, 2016 15:33 UTC | Beacon Financial Corp BHLB · Entity 649 | Exercise / conversionCommon Stock | 15,000 | $25.59 | $383,850.00 |
DisclosureSEC source: 0001140361-16-084835 · 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 01, 2016 Filed Nov 2, 2016 16:18 UTC | Beacon Financial Corp BHLB · Entity 649 | Exercise / conversionStock Options · Derivative | 15,000 | $0.00 Strike: $25.59 | $0.00 |
DisclosureSEC source: 0001140361-16-084487 · doc1.xml · derivative · entry 14 Dunlaevy James Williar · CIK 0001338114 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 94,643 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 01, 2016 Filed Nov 2, 2016 16:18 UTC | Beacon Financial Corp BHLB · Entity 649 | SaleCommon Stock | 1,100 | $29.63 | $32,587.50 |
DisclosureSEC source: 0001140361-16-084487 · doc1.xml · nonDerivative · entry 8 Dunlaevy James Williar · CIK 0001338114 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 59,003 Read SEC document |
| November 01, 2016 Filed Nov 2, 2016 16:18 UTC | Beacon Financial Corp BHLB · Entity 649 | SaleCommon Stock | 200 | $29.60 | $5,920.00 |
DisclosureSEC source: 0001140361-16-084487 · doc1.xml · nonDerivative · entry 7 Dunlaevy James Williar · CIK 0001338114 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 60,103 Read SEC document |
| November 01, 2016 Filed Nov 2, 2016 16:18 UTC | Beacon Financial Corp BHLB · Entity 649 | SaleCommon Stock | 100 | $29.58 | $2,957.50 |
DisclosureSEC source: 0001140361-16-084487 · doc1.xml · nonDerivative · entry 6 Dunlaevy James Williar · CIK 0001338114 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 60,303 Read SEC document |
| November 01, 2016 Filed Nov 2, 2016 16:18 UTC | Beacon Financial Corp BHLB · Entity 649 | SaleCommon Stock | 300 | $29.55 | $8,865.00 |
DisclosureSEC source: 0001140361-16-084487 · doc1.xml · nonDerivative · entry 5 Dunlaevy James Williar · CIK 0001338114 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 60,403 Read SEC document |
| November 01, 2016 Filed Nov 2, 2016 16:18 UTC | Beacon Financial Corp BHLB · Entity 649 | SaleCommon Stock | 2,300 | $29.53 | $67,907.50 |
DisclosureSEC source: 0001140361-16-084487 · doc1.xml · nonDerivative · entry 4 Dunlaevy James Williar · CIK 0001338114 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 60,703 Read SEC document |
| November 01, 2016 Filed Nov 2, 2016 16:18 UTC | Beacon Financial Corp BHLB · Entity 649 | SaleCommon Stock | 8,600 | $29.51 | $253,761.92 |
DisclosureSEC source: 0001140361-16-084487 · doc1.xml · nonDerivative · entry 3 Dunlaevy James Williar · CIK 0001338114 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 63,003 Read SEC document |
| November 01, 2016 Filed Nov 2, 2016 16:18 UTC | Beacon Financial Corp BHLB · Entity 649 | SaleCommon Stock | 2,400 | $29.50 | $70,800.00 |
DisclosureSEC source: 0001140361-16-084487 · doc1.xml · nonDerivative · entry 2 Dunlaevy James Williar · CIK 0001338114 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 71,603 Read SEC document |
| November 01, 2016 Filed Nov 2, 2016 16:18 UTC | Beacon Financial Corp BHLB · Entity 649 | Exercise / conversionCommon Stock | 15,000 | $25.59 | $383,850.00 |
DisclosureSEC source: 0001140361-16-084487 · 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 |
| October 27, 2016 Filed Oct 31, 2016 18:21 UTC | Beacon Financial Corp BHLB · Entity 649 | Exercise / conversionStock Options · Derivative | 19,540 | $0.00 Strike: $25.59 | $0.00 |
DisclosureSEC source: 0001140361-16-084063 · doc1.xml · derivative · entry 15 Dunlaevy James Williar · CIK 0001338114 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 109,643 Underlying: Common Stock · 19,540 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 |
| October 27, 2016 Filed Oct 31, 2016 18:21 UTC | Beacon Financial Corp BHLB · Entity 649 | SaleCommon Stock | 1,300 | $29.33 | $38,122.50 |
DisclosureSEC source: 0001140361-16-084063 · doc1.xml · nonDerivative · entry 9 Dunlaevy James Williar · CIK 0001338114 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 59,003 Read SEC document |
| October 27, 2016 Filed Oct 31, 2016 18:21 UTC | Beacon Financial Corp BHLB · Entity 649 | SaleCommon Stock | 900 | $29.30 | $26,370.00 |
DisclosureSEC source: 0001140361-16-084063 · doc1.xml · nonDerivative · entry 8 Dunlaevy James Williar · CIK 0001338114 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 60,303 Read SEC document |
| October 27, 2016 Filed Oct 31, 2016 18:21 UTC | Beacon Financial Corp BHLB · Entity 649 | SaleCommon Stock | 1,400 | $29.28 | $40,985.00 |
DisclosureSEC source: 0001140361-16-084063 · doc1.xml · nonDerivative · entry 7 Dunlaevy James Williar · CIK 0001338114 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 61,203 Read SEC document |
| October 27, 2016 Filed Oct 31, 2016 18:21 UTC | Beacon Financial Corp BHLB · Entity 649 | SaleCommon Stock | 1,800 | $29.25 | $52,650.00 |
DisclosureSEC source: 0001140361-16-084063 · doc1.xml · nonDerivative · entry 6 Dunlaevy James Williar · CIK 0001338114 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 62,603 Read SEC document |
| October 27, 2016 Filed Oct 31, 2016 18:21 UTC | Beacon Financial Corp BHLB · Entity 649 | SaleCommon Stock | 4,495 | $29.23 | $131,366.38 |
DisclosureSEC source: 0001140361-16-084063 · doc1.xml · nonDerivative · entry 5 Dunlaevy James Williar · CIK 0001338114 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 64,403 Read SEC document |
| October 27, 2016 Filed Oct 31, 2016 18:21 UTC | Beacon Financial Corp BHLB · Entity 649 | SaleCommon Stock | 2,245 | $29.20 | $65,554.00 |
DisclosureSEC source: 0001140361-16-084063 · doc1.xml · nonDerivative · entry 4 Dunlaevy James Williar · CIK 0001338114 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 68,898 Read SEC document |
| October 27, 2016 Filed Oct 31, 2016 18:21 UTC | Beacon Financial Corp BHLB · Entity 649 | SaleCommon Stock | 4,225 | $29.18 | $123,264.38 |
DisclosureSEC source: 0001140361-16-084063 · doc1.xml · nonDerivative · entry 3 Dunlaevy James Williar · CIK 0001338114 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 71,143 Read SEC document |
| October 27, 2016 Filed Oct 31, 2016 18:21 UTC | Beacon Financial Corp BHLB · Entity 649 | SaleCommon Stock | 3,175 | $29.15 | $92,551.25 |
DisclosureSEC source: 0001140361-16-084063 · doc1.xml · nonDerivative · entry 2 Dunlaevy James Williar · CIK 0001338114 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 75,368 Read SEC document |
| October 27, 2016 Filed Oct 31, 2016 18:21 UTC | Beacon Financial Corp BHLB · Entity 649 | Exercise / conversionCommon Stock | 19,540 | $25.59 | $500,028.60 |
DisclosureSEC source: 0001140361-16-084063 · doc1.xml · nonDerivative · entry 1 Dunlaevy James Williar · CIK 0001338114 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 78,543 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.