Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Beacon Financial CorpBHLB · Entity 649 | Executive Vice President | 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 | Direct | 17,058 |
Reported balance
After 2021-01-30 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2021-01-30 · Tax withholding · Disposed 616 · Balance 17,058 F6: Since the reporting person's last report, 377 shares previously held through Stock Award VIII, 573 shares previously held through Stock Award IX and 596 shares previously held through Stock Award X have vested and are now owned directly. |
| Common StockSEC Table I · non-derivative | IndirectBy Stock Award XI | 2,896 |
Reported balance
After 2021-01-31 transaction · row 2
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 2 · 2021-01-31 · Grant · Acquired 2,896 · Balance 2,896 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 | IndirectBy Stock Award VIII | 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 F6: Since the reporting person's last report, 377 shares previously held through Stock Award VIII, 573 shares previously held through Stock Award IX and 596 shares previously held through Stock Award X 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 IX | 574 |
Reported balance
Holding disclosure · report date 2021-01-30 · row 4
Holding and transaction disclosures are not merged.
1 source rowRow 4 · Balance 574 F6: Since the reporting person's last report, 377 shares previously held through Stock Award VIII, 573 shares previously held through Stock Award IX and 596 shares previously held through Stock Award X 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 X | 1,192 |
Reported balance
Holding disclosure · report date 2021-01-30 · row 5
Holding and transaction disclosures are not merged.
1 source rowRow 5 · Balance 1,192 F6: Since the reporting person's last report, 377 shares previously held through Stock Award VIII, 573 shares previously held through Stock Award IX and 596 shares previously held through Stock Award X 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 401(k) | 582 |
Reported balance
Holding disclosure · report date 2021-01-30 · row 6
Holding and transaction disclosures are not merged.
1 source rowRow 6 · Balance 582 F5: Reflects transactions not required to be reported pursuant to Section 16 of the Securities Exchange Act of 1934, as amended. |
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: Reflects transactions not required to be reported pursuant to Section 16 of the Securities Exchange Act of 1934, as amended.
F6: Since the reporting person's last report, 377 shares previously held through Stock Award VIII, 573 shares previously held through Stock Award IX and 596 shares previously held through Stock Award X 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 31, 2021 Filed Feb 2, 2021 20:20 UTC | Beacon Financial Corp BHLB · Entity 649 | GrantCommon Stock | 2,896 | $0.00 | $0.00 |
DisclosureSEC source: 0001567619-21-001991 · doc1.xml · nonDerivative · entry 2 Gunsch Tami A. · CIK 0001656908 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Indirect · By Stock Award XI Disclosed balance after: 2,896 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, 2021 Filed Feb 2, 2021 20:20 UTC | Beacon Financial Corp BHLB · Entity 649 | Tax withholdingCommon Stock | 616 | $16.58 | $10,213.28 |
DisclosureSEC source: 0001567619-21-001991 · doc1.xml · nonDerivative · entry 1 Gunsch Tami A. · CIK 0001656908 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,058 F6 · balance_after: Since the reporting person's last report, 377 shares previously held through Stock Award VIII, 573 shares previously held through Stock Award IX and 596 shares previously held through Stock Award X have vested and are now owned directly. Read SEC document |
| February 20, 2020 Filed Feb 21, 2020 21:56 UTC | Beacon Financial Corp BHLB · Entity 649 | Tax withholdingCommon Stock | 235 | $27.48 | $6,457.80 |
DisclosureSEC source: 0001567619-20-004585 · doc1.xml · nonDerivative · entry 2 Gunsch Tami A. · CIK 0001656908 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,128 Read SEC document |
| February 20, 2020 Filed Feb 21, 2020 21:56 UTC | Beacon Financial Corp BHLB · Entity 649 | GrantCommon Stock | 700 | $0.00 | $0.00 |
DisclosureSEC source: 0001567619-20-004585 · doc1.xml · nonDerivative · entry 1 Gunsch Tami A. · CIK 0001656908 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,363 F5 · shares: On January 30, 2017 the reporting person was granted 1,041 shares of restricted stock subject to a three-year cliff vesting schedule and subject to the satisfaction of certain performance criteria. The shares vested at 67.24% of target, resulting in the vesting of 700 shares of restricted stock, and were transferred to the executive on February 20, 2020. Read SEC document |
| January 30, 2020 Filed Feb 3, 2020 20:26 UTC | Beacon Financial Corp BHLB · Entity 649 | GrantCommon Stock | 1,788 | $0.00 | $0.00 |
DisclosureSEC source: 0001567619-20-001893 · doc1.xml · nonDerivative · entry 2 Gunsch Tami A. · CIK 0001656908 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Indirect · By Stock Award X Disclosed balance after: 1,788 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, 2020 Filed Feb 3, 2020 20:26 UTC | Beacon Financial Corp BHLB · Entity 649 | Tax withholdingCommon Stock | 449 | $29.09 | $13,061.41 |
DisclosureSEC source: 0001567619-20-001893 · doc1.xml · nonDerivative · entry 1 Gunsch Tami A. · CIK 0001656908 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,663 F6 · balance_after: Since the reporting person's last report, 347 shares previously held through Stock Award VII, 376 shares previously held through Stock Award VIII and 573 shares previously held through Stock Award IX have vested and are now owned directly. Read SEC document |
| February 21, 2019 Filed Feb 22, 2019 21:22 UTC | Beacon Financial Corp BHLB · Entity 649 | Tax withholdingCommon Stock | 409 | $30.75 | $12,576.75 |
DisclosureSEC source: 0001567619-19-005258 · doc1.xml · nonDerivative · entry 2 Gunsch Tami A. · CIK 0001656908 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,816 Read SEC document |
| February 21, 2019 Filed Feb 22, 2019 21:22 UTC | Beacon Financial Corp BHLB · Entity 649 | GrantCommon Stock | 1,391 | $0.00 | $0.00 |
DisclosureSEC source: 0001567619-19-005258 · doc1.xml · nonDerivative · entry 1 Gunsch Tami A. · CIK 0001656908 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,225 F5 · shares: On January 30, 2016 the reporting person was granted 1,530 shares of restricted stock subject to a three-year cliff vesting schedule and subject to the satisfaction of certain performance criteria. The shares vested at 90.86% of target, resulting in the vesting of 1,391 shares of restricted stock, and were transferred to the executive on February 21, 2019. Read SEC document |
| January 30, 2019 Filed Jan 31, 2019 21:03 UTC | Beacon Financial Corp BHLB · Entity 649 | GrantCommon Stock | 1,720 | $0.00 | $0.00 |
DisclosureSEC source: 0001567619-19-002011 · doc1.xml · nonDerivative · entry 2 Gunsch Tami A. · CIK 0001656908 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Indirect · By Stock Award IX Disclosed balance after: 1,720 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, 2019 Filed Jan 31, 2019 21:03 UTC | Beacon Financial Corp BHLB · Entity 649 | Tax withholdingCommon Stock | 357 | $27.91 | $9,963.87 |
DisclosureSEC source: 0001567619-19-002011 · doc1.xml · nonDerivative · entry 1 Gunsch Tami A. · CIK 0001656908 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,834 F6 · balance_after: Since the reporting person's last report, 510 shares previously held through Stock Award VI, 347 shares previously held through Stock Award VII and 376 shares previously held through Stock Award VIII have vested and are now owned directly. Read SEC document |
| April 01, 2018 Filed Apr 2, 2018 22:19 UTC | Beacon Financial Corp BHLB · Entity 649 | Tax withholdingCommon Stock | 406 | $37.95 | $15,407.70 |
DisclosureSEC source: 0001140361-18-016520 · doc1.xml · nonDerivative · entry 1 Gunsch Tami A. · CIK 0001656908 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,958 F6 · balance_after: Since the reporting person's last report, 1,193 shares previously held through Stock Award V have vested and are now owned directly. Read SEC document |
| January 30, 2018 Filed Feb 1, 2018 19:35 UTC | Beacon Financial Corp BHLB · Entity 649 | GrantCommon Stock | 1,129 | $0.00 | $0.00 |
DisclosureSEC source: 0001140361-18-004383 · doc1.xml · nonDerivative · entry 2 Gunsch Tami A. · CIK 0001656908 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Indirect · By Stock Award VIII Disclosed balance after: 1,129 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 |
| January 30, 2018 Filed Feb 1, 2018 19:35 UTC | Beacon Financial Corp BHLB · Entity 649 | Tax withholdingCommon Stock | 337 | $37.65 | $12,688.05 |
DisclosureSEC source: 0001140361-18-004383 · doc1.xml · nonDerivative · entry 1 Gunsch Tami A. · CIK 0001656908 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,171 F6 · 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 |
| July 01, 2017 Filed Jul 5, 2017 17:08 UTC | Beacon Financial Corp BHLB · Entity 649 | Tax withholdingCommon Stock | 470 | $35.15 | $16,520.50 |
DisclosureSEC source: 0001140361-17-027093 · doc1.xml · nonDerivative · entry 1 Gunsch Tami A. · CIK 0001656908 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,651 F5 · balance_after: Since the reporting person's last report, 1,270 shares previously held through Stock Award IV have vested and are now owned directly. Read SEC document |
| April 01, 2017 Filed Apr 3, 2017 21:02 UTC | Beacon Financial Corp BHLB · Entity 649 | Tax withholdingCommon Stock | 111 | $36.05 | $4,001.55 |
DisclosureSEC source: 0001140361-17-014414 · doc1.xml · nonDerivative · entry 1 Gunsch Tami A. · CIK 0001656908 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,851 F5 · balance_after: Since the reporting person's last report, 299 shares previously held through Stock Award V have vested and are now owned directly. Read SEC document |
| January 30, 2017 Filed Feb 1, 2017 22:40 UTC | Beacon Financial Corp BHLB · Entity 649 | Tax withholdingCommon Stock | 926 | $35.55 | $32,919.30 |
DisclosureSEC source: 0001140361-17-004010 · doc1.xml · nonDerivative · entry 2 Gunsch Tami A. · CIK 0001656908 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,663 F6 · balance_after: Since the reporting person's last report, 1,943 shares previously held through Stock Award II and 510 shares previously held through Stock Award VI have vested and are now owned directly. Read SEC document |
| January 30, 2017 Filed Feb 1, 2017 22:40 UTC | Beacon Financial Corp BHLB · Entity 649 | GrantCommon Stock | 1,041 | $0.00 | $0.00 |
DisclosureSEC source: 0001140361-17-004010 · doc1.xml · nonDerivative · entry 1 Gunsch Tami A. · CIK 0001656908 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Indirect · By Stock Award VII Disclosed balance after: 1,041 F5 · 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 |
| October 01, 2016 Filed Oct 4, 2016 17:25 UTC | Beacon Financial Corp BHLB · Entity 649 | Tax withholdingCommon Stock | 2,194 | $27.71 | $60,795.74 |
DisclosureSEC source: 0001140361-16-081553 · doc1.xml · nonDerivative · entry 1 Gunsch Tami A. · CIK 0001656908 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,136 F6 · balance_after: Since the reporting person's last report, 5,934 shares previously held through Stock Award III 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.