Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Beacon Financial CorpBHLB · Entity 649 | Director | March 15, 2019 | March 19, 2019 |
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 15, 2019 · Filed March 19, 2019
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | IndirectBy Living Trust | 4,500 |
Reported balance
After 2019-03-15 transaction · row 1
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 1 · 2019-03-15 · Sale · Disposed 1,372 · Balance 4,500 |
| Common StockSEC Table I · non-derivative | IndirectBy Living Trust | 3,400 |
Reported balance
After 2019-03-15 transaction · row 2
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 2 · 2019-03-15 · Sale · Disposed 1,100 · Balance 3,400 |
| Common StockSEC Table I · non-derivative | IndirectBy Living Trust | 2,700 |
Reported balance
After 2019-03-15 transaction · row 3
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 3 · 2019-03-15 · Sale · Disposed 700 · Balance 2,700 |
| Common StockSEC Table I · non-derivative | IndirectBy Living Trust | 1,400 |
Reported balance
After 2019-03-15 transaction · row 4
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 4 · 2019-03-15 · Sale · Disposed 1,300 · Balance 1,400 |
| Common StockSEC Table I · non-derivative | IndirectBy Living Trust | 600 |
Reported balance
After 2019-03-15 transaction · row 5
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 5 · 2019-03-15 · Sale · Disposed 800 · Balance 600 |
| Common StockSEC Table I · non-derivative | IndirectBy Living Trust | 0 |
Reported balance
After 2019-03-15 transaction · row 6
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 6 · 2019-03-15 · Sale · Disposed 600 · Balance 0 |
| Common StockSEC Table I · non-derivative | Direct | 2,226 |
Reported balance
Holding disclosure · report date 2019-03-15 · row 7
Holding and transaction disclosures are not merged.
1 source rowRow 7 · Balance 2,226 |
| Common StockSEC Table I · non-derivative | IndirectBy Stock Award II | 329 |
Reported balance
Holding disclosure · report date 2019-03-15 · row 8
Holding and transaction disclosures are not merged.
1 source rowRow 8 · Balance 329 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, 2018. |
| Common StockSEC Table I · non-derivative | IndirectBy Stock Award III | 620 |
Reported balance
Holding disclosure · report date 2019-03-15 · row 9
Holding and transaction disclosures are not merged.
1 source rowRow 9 · Balance 620 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 IV | 1,613 |
Reported balance
Holding disclosure · report date 2019-03-15 · row 10
Holding and transaction disclosures are not merged.
1 source rowRow 10 · Balance 1,613 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. |
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, 2018.
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.
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 15, 2019 Filed Mar 19, 2019 21:32 UTC | Beacon Financial Corp BHLB · Entity 649 | SaleCommon Stock | 2,076 | $30.52 | $63,359.52 |
DisclosureSEC source: 0001567619-19-007225 · doc1.xml · nonDerivative · entry 6 Sheehan Patrick J · CIK 0001674662 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By Living Trust Disclosed balance after: 52,670 Read SEC document |
| March 15, 2019 Filed Mar 19, 2019 21:32 UTC | Beacon Financial Corp BHLB · Entity 649 | SaleCommon Stock | 170 | $30.52 | $5,187.55 |
DisclosureSEC source: 0001567619-19-007225 · doc1.xml · nonDerivative · entry 5 Sheehan Patrick J · CIK 0001674662 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By Living Trust Disclosed balance after: 54,746 Read SEC document |
| March 15, 2019 Filed Mar 19, 2019 21:32 UTC | Beacon Financial Corp BHLB · Entity 649 | SaleCommon Stock | 3,826 | $30.51 | $116,731.26 |
DisclosureSEC source: 0001567619-19-007225 · doc1.xml · nonDerivative · entry 4 Sheehan Patrick J · CIK 0001674662 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By Living Trust Disclosed balance after: 54,916 Read SEC document |
| March 15, 2019 Filed Mar 19, 2019 21:32 UTC | Beacon Financial Corp BHLB · Entity 649 | SaleCommon Stock | 500 | $30.51 | $15,252.50 |
DisclosureSEC source: 0001567619-19-007225 · doc1.xml · nonDerivative · entry 3 Sheehan Patrick J · CIK 0001674662 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By Living Trust Disclosed balance after: 58,742 Read SEC document |
| March 15, 2019 Filed Mar 19, 2019 21:32 UTC | Beacon Financial Corp BHLB · Entity 649 | SaleCommon Stock | 3,530 | $30.50 | $107,665.00 |
DisclosureSEC source: 0001567619-19-007225 · doc1.xml · nonDerivative · entry 2 Sheehan Patrick J · CIK 0001674662 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By Living Trust Disclosed balance after: 59,242 Read SEC document |
| March 15, 2019 Filed Mar 19, 2019 21:32 UTC | Beacon Financial Corp BHLB · Entity 649 | SaleCommon Stock | 400 | $30.49 | $12,196.00 |
DisclosureSEC source: 0001567619-19-007225 · doc1.xml · nonDerivative · entry 1 Sheehan Patrick J · CIK 0001674662 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By Living Trust Disclosed balance after: 62,772 Read SEC document |
| March 14, 2019 Filed Mar 18, 2019 22:01 UTC | Beacon Financial Corp BHLB · Entity 649 | SaleCommon Stock | 6,860 | $30.53 | $209,435.80 |
DisclosureSEC source: 0001567619-19-007132 · doc1.xml · nonDerivative · entry 4 Sheehan Patrick J · CIK 0001674662 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By Family Trust Disclosed balance after: 0 Read SEC document |
| March 14, 2019 Filed Mar 18, 2019 22:01 UTC | Beacon Financial Corp BHLB · Entity 649 | SaleCommon Stock | 13,140 | $30.53 | $401,164.20 |
DisclosureSEC source: 0001567619-19-007132 · doc1.xml · nonDerivative · entry 3 Sheehan Patrick J · CIK 0001674662 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By Living Trust Disclosed balance after: 63,172 Read SEC document |
| March 14, 2019 Filed Mar 18, 2019 22:01 UTC | Beacon Financial Corp BHLB · Entity 649 | SaleCommon Stock | 5,000 | $30.60 | $153,000.00 |
DisclosureSEC source: 0001567619-19-007132 · doc1.xml · nonDerivative · entry 2 Sheehan Patrick J · CIK 0001674662 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By Living Trust Disclosed balance after: 76,312 Read SEC document |
| March 14, 2019 Filed Mar 18, 2019 22:01 UTC | Beacon Financial Corp BHLB · Entity 649 | SaleCommon Stock | 3,100 | $30.57 | $94,767.00 |
DisclosureSEC source: 0001567619-19-007132 · doc1.xml · nonDerivative · entry 1 Sheehan Patrick J · CIK 0001674662 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By Living Trust Disclosed balance after: 81,312 Read SEC document |
| March 11, 2019 Filed Mar 15, 2019 15:49 UTC | Beacon Financial Corp BHLB · Entity 649 | SaleCommon Stock | 130 | $30.50 | $3,965.00 |
DisclosureSEC source: 0001567619-19-006936 · doc1.xml · nonDerivative · entry 5 Sheehan Patrick J · CIK 0001674662 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By Ex-Spouse Disclosed balance after: 0 Read SEC document |
| March 11, 2019 Filed Mar 15, 2019 15:49 UTC | Beacon Financial Corp BHLB · Entity 649 | SaleCommon Stock | 1,154 | $30.50 | $35,197.00 |
DisclosureSEC source: 0001567619-19-006936 · doc1.xml · nonDerivative · entry 4 Sheehan Patrick J · CIK 0001674662 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By Daughter 2 Disclosed balance after: 0 Read SEC document |
| March 11, 2019 Filed Mar 15, 2019 15:49 UTC | Beacon Financial Corp BHLB · Entity 649 | SaleCommon Stock | 1,154 | $30.50 | $35,197.00 |
DisclosureSEC source: 0001567619-19-006936 · doc1.xml · nonDerivative · entry 3 Sheehan Patrick J · CIK 0001674662 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By Daughter 1 Disclosed balance after: 0 Read SEC document |
| March 11, 2019 Filed Mar 15, 2019 15:49 UTC | Beacon Financial Corp BHLB · Entity 649 | SaleCommon Stock | 500 | $30.50 | $15,250.00 |
DisclosureSEC source: 0001567619-19-006936 · doc1.xml · nonDerivative · entry 2 Sheehan Patrick J · CIK 0001674662 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By Family Trust Disclosed balance after: 6,860 Read SEC document |
| March 11, 2019 Filed Mar 15, 2019 15:49 UTC | Beacon Financial Corp BHLB · Entity 649 | SaleCommon Stock | 7,000 | $30.50 | $213,500.00 |
DisclosureSEC source: 0001567619-19-006936 · doc1.xml · nonDerivative · entry 1 Sheehan Patrick J · CIK 0001674662 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By Living Trust Disclosed balance after: 84,412 Read SEC document |
| January 30, 2019 Filed Jan 31, 2019 19:18 UTC | Beacon Financial Corp BHLB · Entity 649 | GrantCommon Stock | 1,613 | $0.00 | $0.00 |
DisclosureSEC source: 0001567619-19-001945 · doc1.xml · nonDerivative · entry 1 Sheehan Patrick J · CIK 0001674662 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By Stock Award IV Disclosed balance after: 1,613 F4 · ownership.nature: Stock Awards granted 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 Mar 15, 2019 15:45 UTC Amendment | Beacon Financial Corp BHLB · Entity 649 | GrantCommon Stock | 1,613 | $0.00 | $0.00 |
DisclosureSEC source: 0001567619-19-006932 · doc1.xml · nonDerivative · entry 1 Sheehan Patrick J · CIK 0001674662 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By Stock Award IV 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 |
| February 08, 2018 Filed Feb 9, 2018 15:35 UTC | Beacon Financial Corp BHLB · Entity 649 | PurchaseCommon Stock | 1,000 | $37.00 | $37,000.00 |
DisclosureSEC source: 0001140361-18-006029 · doc1.xml · nonDerivative · entry 1 Sheehan Patrick J · CIK 0001674662 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By Living Trust Disclosed balance after: 91,412 Read SEC document |
| February 05, 2018 Filed Feb 6, 2018 21:28 UTC | Beacon Financial Corp BHLB · Entity 649 | PurchaseCommon Stock | 130 | $37.35 | $4,855.50 |
DisclosureSEC source: 0001140361-18-005366 · doc1.xml · nonDerivative · entry 9 Sheehan Patrick J · CIK 0001674662 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By Ex-Spouse Disclosed balance after: 130 Read SEC document |
| February 05, 2018 Filed Feb 6, 2018 21:28 UTC | Beacon Financial Corp BHLB · Entity 649 | PurchaseCommon Stock | 154 | $36.90 | $5,682.60 |
DisclosureSEC source: 0001140361-18-005366 · doc1.xml · nonDerivative · entry 8 Sheehan Patrick J · CIK 0001674662 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By Daughter 2 Disclosed balance after: 1,154 Read SEC document |
| February 05, 2018 Filed Feb 6, 2018 21:28 UTC | Beacon Financial Corp BHLB · Entity 649 | PurchaseCommon Stock | 1,000 | $37.35 | $37,350.00 |
DisclosureSEC source: 0001140361-18-005366 · doc1.xml · nonDerivative · entry 7 Sheehan Patrick J · CIK 0001674662 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By Daughter 2 Disclosed balance after: 1,000 Read SEC document |
| February 05, 2018 Filed Feb 6, 2018 21:28 UTC | Beacon Financial Corp BHLB · Entity 649 | PurchaseCommon Stock | 154 | $37.00 | $5,698.00 |
DisclosureSEC source: 0001140361-18-005366 · doc1.xml · nonDerivative · entry 6 Sheehan Patrick J · CIK 0001674662 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By Daughter 1 Disclosed balance after: 1,154 Read SEC document |
| February 05, 2018 Filed Feb 6, 2018 21:28 UTC | Beacon Financial Corp BHLB · Entity 649 | PurchaseCommon Stock | 1,000 | $37.35 | $37,350.00 |
DisclosureSEC source: 0001140361-18-005366 · doc1.xml · nonDerivative · entry 5 Sheehan Patrick J · CIK 0001674662 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By Daughter 1 Disclosed balance after: 1,000 Read SEC document |
| February 05, 2018 Filed Feb 6, 2018 21:28 UTC | Beacon Financial Corp BHLB · Entity 649 | PurchaseCommon Stock | 500 | $37.35 | $18,675.00 |
DisclosureSEC source: 0001140361-18-005366 · doc1.xml · nonDerivative · entry 4 Sheehan Patrick J · CIK 0001674662 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By Family Trust Disclosed balance after: 7,360 Read SEC document |
| February 05, 2018 Filed Feb 6, 2018 21:28 UTC | Beacon Financial Corp BHLB · Entity 649 | PurchaseCommon Stock | 2,000 | $36.70 | $73,400.00 |
DisclosureSEC source: 0001140361-18-005366 · doc1.xml · nonDerivative · entry 3 Sheehan Patrick J · CIK 0001674662 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By Living Trust Disclosed balance after: 90,412 Read SEC document |
| February 05, 2018 Filed Feb 6, 2018 21:28 UTC | Beacon Financial Corp BHLB · Entity 649 | PurchaseCommon Stock | 2,000 | $37.00 | $74,000.00 |
DisclosureSEC source: 0001140361-18-005366 · doc1.xml · nonDerivative · entry 2 Sheehan Patrick J · CIK 0001674662 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By Living Trust Disclosed balance after: 88,412 Read SEC document |
| February 05, 2018 Filed Feb 6, 2018 21:28 UTC | Beacon Financial Corp BHLB · Entity 649 | PurchaseCommon Stock | 2,000 | $37.35 | $74,700.00 |
DisclosureSEC source: 0001140361-18-005366 · doc1.xml · nonDerivative · entry 1 Sheehan Patrick J · CIK 0001674662 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By Living Trust Disclosed balance after: 86,412 Read SEC document |
| January 30, 2018 Filed Feb 1, 2018 19:36 UTC | Beacon Financial Corp BHLB · Entity 649 | GrantCommon Stock | 930 | $0.00 | $0.00 |
DisclosureSEC source: 0001140361-18-004386 · doc1.xml · nonDerivative · entry 1 Sheehan Patrick J · CIK 0001674662 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By Stock Award III Disclosed balance after: 930 F3 · 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, 2017 Filed Feb 1, 2017 22:44 UTC | Beacon Financial Corp BHLB · Entity 649 | GrantCommon Stock | 985 | $0.00 | $0.00 |
DisclosureSEC source: 0001140361-17-004018 · doc1.xml · nonDerivative · entry 1 Sheehan Patrick J · CIK 0001674662 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By Stock Award II Disclosed balance after: 985 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, 2018. 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.