Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Beacon Financial CorpBHLB · Entity 649 | Director · President and CEO | January 30, 2018 | August 24, 2018 |
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, 2018 · Filed August 24, 2018 · Amendment
Amendment: balances below belong to this corrected disclosure, not necessarily a complete replacement of earlier positions.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 98,935 |
Reported balance
After 2018-01-30 transaction · row 1
Amendment: may correct only part of an earlier disclosure.
1 source rowRow 1 · 2018-01-30 · Tax withholding · Disposed 3,886 · Balance 98,935 F6: Since the reporting person's last report, 4,551 shares previously held through Stock Award XIV, 3,900 shares previously held through Stock Award XV and 2,757 shares previously held through Stock Award XVI have vested and are now owned directly. |
| Common StockSEC Table I · non-derivative | IndirectBy Stock Award XVII | 8,008 |
Reported balance
After 2018-01-30 transaction · row 2
Amendment: may correct only part of an earlier disclosure.
1 source rowRow 2 · 2018-01-30 · Grant · Acquired 8,008 · Balance 8,008 F4: 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 XIV | 0 |
Reported balance
Holding disclosure · report date 2018-01-30 · row 3
Amendment: may correct only part of an earlier disclosure.
1 source rowRow 3 · Balance 0 F6: Since the reporting person's last report, 4,551 shares previously held through Stock Award XIV, 3,900 shares previously held through Stock Award XV and 2,757 shares previously held through Stock Award XVI have vested and are now owned directly. F1: Stock Awards granted pursuant to the Berkshire Hills Bancorp, Inc. 2011 Equity Compensation Plan vest in three equal annual installments beginning on January 30, 2016. |
| Common StockSEC Table I · non-derivative | IndirectBy Stock Award XV | 3,899 |
Reported balance
Holding disclosure · report date 2018-01-30 · row 4
Amendment: may correct only part of an earlier disclosure.
1 source rowRow 4 · Balance 3,899 F6: Since the reporting person's last report, 4,551 shares previously held through Stock Award XIV, 3,900 shares previously held through Stock Award XV and 2,757 shares previously held through Stock Award XVI 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, 2017. |
| Common StockSEC Table I · non-derivative | IndirectBy Stock Award XVI | 5,513 |
Reported balance
Holding disclosure · report date 2018-01-30 · row 5
Amendment: may correct only part of an earlier disclosure.
1 source rowRow 5 · Balance 5,513 F6: Since the reporting person's last report, 4,551 shares previously held through Stock Award XIV, 3,900 shares previously held through Stock Award XV and 2,757 shares previously held through Stock Award XVI have vested and are now owned directly. 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, 2018. |
| Common StockSEC Table I · non-derivative | IndirectBy 401(k) | 34,518 |
Reported balance
Holding disclosure · report date 2018-01-30 · row 6
Amendment: may correct only part of an earlier disclosure.
1 source rowRow 6 · Balance 34,518 F5: Reflects transactions not required to be reported pursuant to Section 16 of the Securities Exchange Act of 1934, as amended. |
| Common StockSEC Table I · non-derivative | IndirectBy Joint with Mother | 1,025 |
Reported balance
Holding disclosure · report date 2018-01-30 · row 7
Amendment: may correct only part of an earlier disclosure.
1 source rowRow 7 · Balance 1,025 |
Filing footnotes · ownership attribution and instrument terms
F1: Stock Awards granted pursuant to the Berkshire Hills Bancorp, Inc. 2011 Equity Compensation Plan vest in three equal annual installments beginning on January 30, 2016.
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, 2017.
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, 2018.
F4: 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.
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, 4,551 shares previously held through Stock Award XIV, 3,900 shares previously held through Stock Award XV and 2,757 shares previously held through Stock Award XVI 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 |
|---|---|---|---|---|---|---|
| June 20, 2018 Filed Jun 20, 2018 20:44 UTC | Beacon Financial Corp BHLB · Entity 649 | GiftCommon Stock | 236 | $0.00 | $0.00 |
DisclosureSEC source: 0001140361-18-029322 · doc1.xml · nonDerivative · entry 2 DALY MICHAEL P · CIK 0001203982 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 105,483 Read SEC document |
| June 20, 2018 Filed Jun 20, 2018 20:44 UTC | Beacon Financial Corp BHLB · Entity 649 | GiftCommon Stock | 706 | $0.00 | $0.00 |
DisclosureSEC source: 0001140361-18-029322 · doc1.xml · nonDerivative · entry 1 DALY MICHAEL P · CIK 0001203982 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 105,719 Read SEC document |
| April 26, 2018 Filed Apr 27, 2018 21:26 UTC | Beacon Financial Corp BHLB · Entity 649 | GiftCommon Stock | 262 | $0.00 | $0.00 |
DisclosureSEC source: 0001140361-18-020251 · doc1.xml · nonDerivative · entry 2 DALY MICHAEL P · CIK 0001203982 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Indirect · Joint with Mother Disclosed balance after: 1,287 Read SEC document |
| April 26, 2018 Filed Apr 27, 2018 21:26 UTC | Beacon Financial Corp BHLB · Entity 649 | GiftCommon Stock | 786 | $0.00 | $0.00 |
DisclosureSEC source: 0001140361-18-020251 · doc1.xml · nonDerivative · entry 1 DALY MICHAEL P · CIK 0001203982 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 106,425 Read SEC document |
| March 22, 2018 Filed Mar 23, 2018 21:04 UTC | Beacon Financial Corp BHLB · Entity 649 | Tax withholdingCommon Stock | 6,623 | $38.15 | $252,667.45 |
DisclosureSEC source: 0001140361-18-014823 · doc1.xml · nonDerivative · entry 2 DALY MICHAEL P · CIK 0001203982 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 107,211 Read SEC document |
| March 22, 2018 Filed Mar 23, 2018 21:04 UTC | Beacon Financial Corp BHLB · Entity 649 | GrantCommon Stock | 14,899 | $0.00 | $0.00 |
DisclosureSEC source: 0001140361-18-014823 · doc1.xml · nonDerivative · entry 1 DALY MICHAEL P · CIK 0001203982 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 113,834 F5 · shares: On January 30, 2015 the reporting person was granted 13,655 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 109.11% of target, resulting in the vesting of 14,899 shares of restricted stock, and were transferred to the executive on March 22, 2018. Read SEC document |
| January 30, 2018 Filed Feb 1, 2018 19:37 UTC | Beacon Financial Corp BHLB · Entity 649 | GrantCommon Stock | 9,628 | $0.00 | $0.00 |
DisclosureSEC source: 0001140361-18-004390 · doc1.xml · nonDerivative · entry 2 DALY MICHAEL P · CIK 0001203982 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Indirect · By Stock Award XVII Disclosed balance after: 9,628 F4 · ownership.nature: Stock Awards granted pursuant to the Berkshire Hills Bancorp, Inc. 2011 Equity Compensation Plan vest in three equal annual installments beginning on January 30, 2019. Read SEC document |
| January 30, 2018 Filed Feb 1, 2018 19:37 UTC | Beacon Financial Corp BHLB · Entity 649 | Tax withholdingCommon Stock | 3,886 | $37.65 | $146,307.90 |
DisclosureSEC source: 0001140361-18-004390 · doc1.xml · nonDerivative · entry 1 DALY MICHAEL P · CIK 0001203982 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 98,935 F6 · balance_after: Since the reporting person's last report, 4,551 shares previously held through Stock Award XIV, 3,900 shares previously held through Stock Award XV and 2,757 shares previously held through Stock Award XVI have vested and are now owned directly. Read SEC document |
| January 30, 2018 Filed Aug 24, 2018 20:43 UTC Amendment | Beacon Financial Corp BHLB · Entity 649 | GrantCommon Stock | 8,008 | $0.00 | $0.00 |
DisclosureSEC source: 0001567619-18-001781 · doc1.xml · nonDerivative · entry 2 DALY MICHAEL P · CIK 0001203982 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Indirect · By Stock Award XVII Disclosed balance after: 8,008 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 Aug 24, 2018 20:43 UTC Amendment | Beacon Financial Corp BHLB · Entity 649 | Tax withholdingCommon Stock | 3,886 | $37.65 | $146,307.90 |
DisclosureSEC source: 0001567619-18-001781 · doc1.xml · nonDerivative · entry 1 DALY MICHAEL P · CIK 0001203982 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 98,935 F6 · balance_after: Since the reporting person's last report, 4,551 shares previously held through Stock Award XIV, 3,900 shares previously held through Stock Award XV and 2,757 shares previously held through Stock Award XVI have vested and are now owned directly. Read SEC document |
| August 31, 2017 Filed Sep 1, 2017 21:45 UTC | Beacon Financial Corp BHLB · Entity 649 | SaleCommon Stock | 2,000 | $33.83 | $67,650.00 |
DisclosureSEC source: 0001140361-17-034186 · doc1.xml · nonDerivative · entry 3 DALY MICHAEL P · CIK 0001203982 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 91,613 Read SEC document |
| August 31, 2017 Filed Sep 1, 2017 21:45 UTC | Beacon Financial Corp BHLB · Entity 649 | SaleCommon Stock | 10,057 | $33.77 | $339,651.04 |
DisclosureSEC source: 0001140361-17-034186 · doc1.xml · nonDerivative · entry 2 DALY MICHAEL P · CIK 0001203982 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 93,613 Read SEC document |
| August 31, 2017 Filed Sep 1, 2017 21:45 UTC | Beacon Financial Corp BHLB · Entity 649 | SaleCommon Stock | 12,943 | $33.78 | $437,240.43 |
DisclosureSEC source: 0001140361-17-034186 · doc1.xml · nonDerivative · entry 1 DALY MICHAEL P · CIK 0001203982 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 103,670 Read SEC document |
| February 16, 2017 Filed Feb 21, 2017 16:15 UTC | Beacon Financial Corp BHLB · Entity 649 | Tax withholdingCommon Stock | 3,736 | $35.45 | $132,441.20 |
DisclosureSEC source: 0001140361-17-008246 · doc1.xml · nonDerivative · entry 2 DALY MICHAEL P · CIK 0001203982 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 116,613 Read SEC document |
| February 16, 2017 Filed Feb 21, 2017 16:15 UTC | Beacon Financial Corp BHLB · Entity 649 | GrantCommon Stock | 9,054 | $0.00 | $0.00 |
DisclosureSEC source: 0001140361-17-008246 · doc1.xml · nonDerivative · entry 1 DALY MICHAEL P · CIK 0001203982 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 120,349 F5 · shares: On January 30, 2014 the reporting person was granted 9,450 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 95.8% of target, resulting in the vesting of 9,054 shares of restricted stock, and were transferred to the executive on February 16, 2017. Read SEC document |
| January 30, 2017 Filed Feb 1, 2017 22:38 UTC | Beacon Financial Corp BHLB · Entity 649 | Tax withholdingCommon Stock | 3,765 | $35.55 | $133,845.75 |
DisclosureSEC source: 0001140361-17-004001 · doc1.xml · nonDerivative · entry 2 DALY MICHAEL P · CIK 0001203982 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 111,295 F5 · balance_after: Since the reporting person's last report, 3,150 shares previously held through Stock Award XIII, 4,552 shares previously held through Stock Award XIV and 3,900 shares previously held through Stock Award XV have vested and are now owned directly. Read SEC document |
| January 30, 2017 Filed Feb 1, 2017 22:38 UTC | Beacon Financial Corp BHLB · Entity 649 | GrantCommon Stock | 8,270 | $0.00 | $0.00 |
DisclosureSEC source: 0001140361-17-004001 · doc1.xml · nonDerivative · entry 1 DALY MICHAEL P · CIK 0001203982 · Director · President and CEO 10b5-1 filing: Not disclosed Ownership: Indirect · By Stock Award XVI Disclosed balance after: 8,270 F4 · ownership.nature: Stock Awards granted pursuant to the Berkshire Hills Bancorp, Inc. 2013 Equity Compensation Plan vest in three equal annual installments commencing 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.