Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Beacon Financial CorpBHLB · Entity 649 | Executive Vice President | February 21, 2019 | February 22, 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 February 21, 2019 · Filed February 22, 2019
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 4,381 |
Ending reported balance
After 2019-02-21 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2019-02-21 · Grant · Acquired 818 · Balance 4,615 F5: On January 30, 2016 the reporting person was granted 900 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 818 shares of restricted stock, and were transferred to the executive on February 21, 2019. Row 2 · 2019-02-21 · Tax withholding · Disposed 234 · Balance 4,381 |
| Common StockSEC Table I · non-derivative | IndirectBy Stock Award IV | 282 |
Reported balance
Holding disclosure · report date 2019-02-21 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 282 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 V | 597 |
Reported balance
Holding disclosure · report date 2019-02-21 · row 4
Holding and transaction disclosures are not merged.
1 source rowRow 4 · Balance 597 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 VI | 1,577 |
Reported balance
Holding disclosure · report date 2019-02-21 · row 5
Holding and transaction disclosures are not merged.
1 source rowRow 5 · Balance 1,577 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 401(k) | 443 |
Reported balance
Holding disclosure · report date 2019-02-21 · row 6
Holding and transaction disclosures are not merged.
1 source rowRow 6 · Balance 443 F4: 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, 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.
F4: Reflects transactions not required to be reported pursuant to Section 16 of the Securities Exchange Act of 1934, as amended.
F5: On January 30, 2016 the reporting person was granted 900 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 818 shares of restricted stock, and were transferred to the executive on February 21, 2019.
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 |
|---|---|---|---|---|---|---|
| February 21, 2019 Filed Feb 22, 2019 21:15 UTC | Beacon Financial Corp BHLB · Entity 649 | Tax withholdingCommon Stock | 234 | $30.75 | $7,195.50 |
DisclosureSEC source: 0001567619-19-005244 · doc1.xml · nonDerivative · entry 2 O'Rourke Allison · CIK 0001656911 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,381 Read SEC document |
| February 21, 2019 Filed Feb 22, 2019 21:15 UTC | Beacon Financial Corp BHLB · Entity 649 | GrantCommon Stock | 818 | $0.00 | $0.00 |
DisclosureSEC source: 0001567619-19-005244 · doc1.xml · nonDerivative · entry 1 O'Rourke Allison · CIK 0001656911 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,615 F5 · shares: On January 30, 2016 the reporting person was granted 900 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 818 shares of restricted stock, and were transferred to the executive on February 21, 2019. Read SEC document |
| January 30, 2019 Filed Jan 31, 2019 21:06 UTC | Beacon Financial Corp BHLB · Entity 649 | GrantCommon Stock | 1,577 | $0.00 | $0.00 |
DisclosureSEC source: 0001567619-19-002021 · doc1.xml · nonDerivative · entry 2 O'Rourke Allison · CIK 0001656911 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Indirect · By Stock Award VI Disclosed balance after: 1,577 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 21:06 UTC | Beacon Financial Corp BHLB · Entity 649 | Tax withholdingCommon Stock | 292 | $27.91 | $8,149.72 |
DisclosureSEC source: 0001567619-19-002021 · doc1.xml · nonDerivative · entry 1 O'Rourke Allison · CIK 0001656911 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,797 F6 · balance_after: Since the reporting person's last report, 300 shares previously held through Stock Award III, 281 shares previously held through Stock Award IV and 299 shares previously held through Stock Award V have vested and are now owned directly. Read SEC document |
| April 01, 2018 Filed Apr 2, 2018 22:20 UTC | Beacon Financial Corp BHLB · Entity 649 | Tax withholdingCommon Stock | 205 | $37.95 | $7,779.75 |
DisclosureSEC source: 0001140361-18-016522 · doc1.xml · nonDerivative · entry 1 O'Rourke Allison · CIK 0001656911 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,209 F6 · balance_after: Since the reporting person's last report, 717 shares previously held through Stock Award II have vested and are now owned directly. Read SEC document |
| January 30, 2018 Filed Feb 1, 2018 19:40 UTC | Beacon Financial Corp BHLB · Entity 649 | GrantCommon Stock | 896 | $0.00 | $0.00 |
DisclosureSEC source: 0001140361-18-004399 · doc1.xml · nonDerivative · entry 2 O'Rourke Allison · CIK 0001656911 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Indirect · By Stock Award V Disclosed balance after: 896 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 19:40 UTC | Beacon Financial Corp BHLB · Entity 649 | Tax withholdingCommon Stock | 201 | $37.65 | $7,567.65 |
DisclosureSEC source: 0001140361-18-004399 · doc1.xml · nonDerivative · entry 1 O'Rourke Allison · CIK 0001656911 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,697 F6 · balance_after: Since the reporting person's last report, 300 shares previously held through Stock Award III and 281 shares previously held through Stock Award IV have vested and are now owned directly. Read SEC document |
| April 01, 2017 Filed Apr 3, 2017 21:00 UTC | Beacon Financial Corp BHLB · Entity 649 | Tax withholdingCommon Stock | 68 | $36.05 | $2,451.40 |
DisclosureSEC source: 0001140361-17-014408 · doc1.xml · nonDerivative · entry 1 O'Rourke Allison · CIK 0001656911 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,317 F4 · balance_after: Since the reporting person's last report, 179 shares previously held through Stock Award II have vested and are now owned directly. Read SEC document |
| January 30, 2017 Filed Feb 1, 2017 22:35 UTC | Beacon Financial Corp BHLB · Entity 649 | Tax withholdingCommon Stock | 114 | $35.55 | $4,052.70 |
DisclosureSEC source: 0001140361-17-003991 · doc1.xml · nonDerivative · entry 2 O'Rourke Allison · CIK 0001656911 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,206 F4 · balance_after: Since the reporting person's last report, 300 shares previously held through Stock Award III have vested and are now owned directly. Read SEC document |
| January 30, 2017 Filed Feb 1, 2017 22:35 UTC | Beacon Financial Corp BHLB · Entity 649 | GrantCommon Stock | 844 | $0.00 | $0.00 |
DisclosureSEC source: 0001140361-17-003991 · doc1.xml · nonDerivative · entry 1 O'Rourke Allison · CIK 0001656911 · Executive Vice President 10b5-1 filing: Not disclosed Ownership: Indirect · By Stock Award IV Disclosed balance after: 844 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, 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.