Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Beacon Financial CorpBHLB · Entity 649 | Director | March 24, 2020 | March 25, 2020 |
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 March 24, 2020 · Filed March 25, 2020
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | IndirectBy Estate | 0 |
Reported balance
After 2020-03-24 transaction · row 1
Holding and transaction disclosures are not merged.
1 source rowRow 1 · 2020-03-24 · Other · Disposed 1,278,744 · Balance 0 F1: Shares were distributed to the other beneficiaries of the Estate of David G. Massad, Sr. All beneficiaries are parties to the Amended and Restated Shareholder Agreement by and between the Estate of David G. Massad, Sr. and the Issuer, dated December 27, 2019 (as filed as an exhibit to the Form 8-K of the Issuer filed on January 3, 2020). |
| Common StockSEC Table I · non-derivative | IndirectBy Estate | 260,907 |
Reported balance
Holding disclosure · report date 2020-03-24 · row 6
Holding and transaction disclosures are not merged.
1 source rowRow 6 · Balance 260,907 F5: The Series B Non-Voting Preferred Stock may only be converted into Common Stock or disposed of by the Reporting Person under certain limited circumstances set forth in the Amended and Restated Shareholder Agreement attached to the Reporting Person's Schedule 13-D/A filed on January 22, 2020, and does not carry any voting rights. |
| Common StockSEC Table I · non-derivative | Direct | 1,504,617 |
Reported balance
After 2020-03-24 transaction · row 2
1 source rowRow 2 · 2020-03-24 · Other · Acquired 426,248 · Balance 1,504,617 |
| Common StockSEC Table I · non-derivative | IndirectBy Stock Award I | 310 |
Reported balance
Holding disclosure · report date 2020-03-24 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 310 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, 2019. |
| Common StockSEC Table I · non-derivative | IndirectBy Stock Award II | 1,075 |
Reported balance
Holding disclosure · report date 2020-03-24 · row 4
Holding and transaction disclosures are not merged.
1 source rowRow 4 · Balance 1,075 F3: 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 III | 1,719 |
Reported balance
Holding disclosure · report date 2020-03-24 · row 5
Holding and transaction disclosures are not merged.
1 source rowRow 5 · Balance 1,719 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, 2021. |
Filing footnotes · ownership attribution and instrument terms
F1: Shares were distributed to the other beneficiaries of the Estate of David G. Massad, Sr. All beneficiaries are parties to the Amended and Restated Shareholder Agreement by and between the Estate of David G. Massad, Sr. and the Issuer, dated December 27, 2019 (as filed as an exhibit to the Form 8-K of the Issuer filed on January 3, 2020).
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, 2019.
F3: 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.
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, 2021.
F5: The Series B Non-Voting Preferred Stock may only be converted into Common Stock or disposed of by the Reporting Person under certain limited circumstances set forth in the Amended and Restated Shareholder Agreement attached to the Reporting Person's Schedule 13-D/A filed on January 22, 2020, and does not carry any voting rights.
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 |
|---|---|---|---|---|---|---|
| March 24, 2020 Filed Mar 25, 2020 20:34 UTC | Beacon Financial Corp BHLB · Entity 649 | OtherCommon Stock | 426,248 | $0.00 | $0.00 |
DisclosureSEC source: 0001567619-20-006999 · doc1.xml · nonDerivative · entry 2 Massad Pamela · CIK 0001719481 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,504,617 Read SEC document |
| March 24, 2020 Filed Mar 25, 2020 20:34 UTC | Beacon Financial Corp BHLB · Entity 649 | OtherCommon Stock | 1,278,744 | $0.00 | $0.00 |
DisclosureSEC source: 0001567619-20-006999 · doc1.xml · nonDerivative · entry 1 Massad Pamela · CIK 0001719481 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By Estate Disclosed balance after: 0 F1 · shares: Shares were distributed to the other beneficiaries of the Estate of David G. Massad, Sr. All beneficiaries are parties to the Amended and Restated Shareholder Agreement by and between the Estate of David G. Massad, Sr. and the Issuer, dated December 27, 2019 (as filed as an exhibit to the Form 8-K of the Issuer filed on January 3, 2020). Read SEC document |
| February 10, 2020 Filed Feb 12, 2020 21:55 UTC | Beacon Financial Corp BHLB · Entity 649 | OtherCommon Stock | 2,000,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001567619-20-003029 · doc1.xml · nonDerivative · entry 3 Massad Pamela · CIK 0001719481 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By Estate Disclosed balance after: 1,278,744 F1 · shares: Shares were distributed to the other beneficiaries of the Estate of David G. Massad, Sr. Read SEC document |
| January 31, 2020 Filed Feb 12, 2020 21:55 UTC | Beacon Financial Corp BHLB · Entity 649 | OtherCommon Stock | 1,000,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001567619-20-003029 · doc1.xml · nonDerivative · entry 2 Massad Pamela · CIK 0001719481 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,078,369 Read SEC document |
| January 31, 2020 Filed Feb 12, 2020 21:55 UTC | Beacon Financial Corp BHLB · Entity 649 | OtherCommon Stock | 1,000,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001567619-20-003029 · doc1.xml · nonDerivative · entry 1 Massad Pamela · CIK 0001719481 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By Estate Disclosed balance after: 3,278,744 Read SEC document |
| January 30, 2020 Filed Jan 31, 2020 20:18 UTC | Beacon Financial Corp BHLB · Entity 649 | GrantCommon Stock | 1,719 | $0.00 | $0.00 |
DisclosureSEC source: 0001567619-20-001817 · doc1.xml · nonDerivative · entry 1 Massad Pamela · CIK 0001719481 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By Stock Award III Disclosed balance after: 1,719 F3 · 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 19:26 UTC | Beacon Financial Corp BHLB · Entity 649 | GrantCommon Stock | 1,613 | $0.00 | $0.00 |
DisclosureSEC source: 0001567619-19-001950 · doc1.xml · nonDerivative · entry 1 Massad Pamela · CIK 0001719481 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By Stock Award II Disclosed balance after: 1,613 F2 · 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 19:44 UTC | Beacon Financial Corp BHLB · Entity 649 | GrantCommon Stock | 930 | $0.00 | $0.00 |
DisclosureSEC source: 0001140361-18-004412 · doc1.xml · nonDerivative · entry 1 Massad Pamela · CIK 0001719481 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By Stock Award I Disclosed balance after: 930 F1 · 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 |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.