Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Beacon Financial CorpBHLB · Entity 649 | EVP- Home Lending | January 30, 2018 | February 01, 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 February 01, 2018
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 9,518 |
Reported balance
After 2018-01-30 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2018-01-30 · Tax withholding · Disposed 89 · Balance 9,518 F5: Since the reporting person's last report, 258 shares previously held through Stock Award IV have vested and are now owned directly. |
| Common StockSEC Table I · non-derivative | IndirectBy Stock Award II | 1,145 |
Reported balance
Holding disclosure · report date 2018-01-30 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 1,145 F1: Stock Awards granted pursuant to the Berkshire Hills Bancorp, Inc. 2013 Equity Compensation Plan vest 50% in three equal annual installments beginning on April 1, 2016 with the remaining 50% vesting on April 1, 2018. |
| Common StockSEC Table I · non-derivative | IndirectBy Stock Award III | 1,397 |
Reported balance
Holding disclosure · report date 2018-01-30 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 1,397 F2: Stock Awards granted pursuant to the Berkshire Hills Bancorp, Inc. 2013 Equity Compensation Plan vest 50% in three equal annual installments beginning on April 1, 2016 with the remaining 50% vesting on April 1, 2019. |
| Common StockSEC Table I · non-derivative | IndirectBy Stock Award IV | 516 |
Reported balance
Holding disclosure · report date 2018-01-30 · row 4
Holding and transaction disclosures are not merged.
1 source rowRow 4 · Balance 516 F5: Since the reporting person's last report, 258 shares previously held through Stock Award IV 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) | 472 |
Reported balance
Holding disclosure · report date 2018-01-30 · row 5
Holding and transaction disclosures are not merged.
1 source rowRow 5 · Balance 472 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 50% in three equal annual installments beginning on April 1, 2016 with the remaining 50% vesting on April 1, 2018.
F2: Stock Awards granted pursuant to the Berkshire Hills Bancorp, Inc. 2013 Equity Compensation Plan vest 50% in three equal annual installments beginning on April 1, 2016 with the remaining 50% vesting on April 1, 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, 2018.
F4: Reflects transactions not required to be reported pursuant to Section 16 of the Securities Exchange Act of 1934, as amended.
F5: Since the reporting person's last report, 258 shares previously held through Stock Award IV 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 30, 2018 Filed Feb 1, 2018 19:41 UTC | Beacon Financial Corp BHLB · Entity 649 | Tax withholdingCommon Stock | 89 | $37.65 | $3,350.85 |
DisclosureSEC source: 0001140361-18-004400 · doc1.xml · nonDerivative · entry 1 Costello Allan J · CIK 0001699094 · EVP- Home Lending 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,518 F5 · balance_after: Since the reporting person's last report, 258 shares previously held through Stock Award IV have vested and are now owned directly. Read SEC document |
| July 01, 2017 Filed Jul 5, 2017 17:08 UTC | Beacon Financial Corp BHLB · Entity 649 | Tax withholdingCommon Stock | 733 | $35.15 | $25,764.95 |
DisclosureSEC source: 0001140361-17-027092 · doc1.xml · nonDerivative · entry 1 Costello Allan J · CIK 0001699094 · EVP- Home Lending 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,349 F5 · balance_after: Since the reporting person's last report, 2,257 shares previously held through Stock Award I have vested and are now owned directly. Read SEC document |
| April 01, 2017 Filed Apr 3, 2017 20:59 UTC | Beacon Financial Corp BHLB · Entity 649 | Tax withholdingCommon Stock | 184 | $36.05 | $6,633.20 |
DisclosureSEC source: 0001140361-17-014404 · doc1.xml · nonDerivative · entry 1 Costello Allan J · CIK 0001699094 · EVP- Home Lending 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,825 F5 · balance_after: Since the reporting person's last report, 287 shares previously held through Stock Award II and 280 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.