Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Beacon Financial CorpBHLB · Entity 649 | Director | December 09, 2016 | December 12, 2016 |
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 December 09, 2016 · Filed December 12, 2016
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 39,045 |
Ending reported balance
After 2016-12-09 transaction · row 9
9 source rows · reconciled sequenceRow 1 · 2016-12-09 · Sale · Disposed 809 · Balance 44,236 Row 2 · 2016-12-09 · Sale · Disposed 1,000 · Balance 43,236 Row 3 · 2016-12-09 · Sale · Disposed 656 · Balance 42,580 Row 4 · 2016-12-09 · Sale · Disposed 835 · Balance 41,745 Row 5 · 2016-12-09 · Sale · Disposed 1,268 · Balance 40,477 Row 6 · 2016-12-09 · Sale · Disposed 300 · Balance 40,177 Row 7 · 2016-12-09 · Sale · Disposed 100 · Balance 40,077 Row 8 · 2016-12-09 · Sale · Disposed 600 · Balance 39,477 Row 9 · 2016-12-09 · Sale · Disposed 432 · Balance 39,045 |
| Common StockSEC Table I · non-derivative | IndirectBy IRAs | 1,496 |
Reported balance
Holding disclosure · report date 2016-12-09 · row 10
Holding and transaction disclosures are not merged.
1 source rowRow 10 · Balance 1,496 |
| Common StockSEC Table I · non-derivative | IndirectBy 401(k) | 10,530 |
Reported balance
Holding disclosure · report date 2016-12-09 · row 11
Holding and transaction disclosures are not merged.
1 source rowRow 11 · Balance 10,530 |
| Common StockSEC Table I · non-derivative | IndirectStock Award I | 1,260 |
Reported balance
Holding disclosure · report date 2016-12-09 · row 12
Holding and transaction disclosures are not merged.
1 source rowRow 12 · Balance 1,260 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, 2017. |
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, 2017.
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 |
|---|---|---|---|---|---|---|
| December 09, 2016 Filed Dec 12, 2016 21:46 UTC | Beacon Financial Corp BHLB · Entity 649 | SaleCommon Stock | 432 | $36.55 | $15,789.60 |
DisclosureSEC source: 0001140361-16-089385 · doc1.xml · nonDerivative · entry 9 Burton Thomas · CIK 0001380775 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 39,045 Read SEC document |
| December 09, 2016 Filed Dec 12, 2016 21:46 UTC | Beacon Financial Corp BHLB · Entity 649 | SaleCommon Stock | 600 | $36.53 | $21,915.00 |
DisclosureSEC source: 0001140361-16-089385 · doc1.xml · nonDerivative · entry 8 Burton Thomas · CIK 0001380775 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 39,477 Read SEC document |
| December 09, 2016 Filed Dec 12, 2016 21:46 UTC | Beacon Financial Corp BHLB · Entity 649 | SaleCommon Stock | 100 | $36.50 | $3,650.00 |
DisclosureSEC source: 0001140361-16-089385 · doc1.xml · nonDerivative · entry 7 Burton Thomas · CIK 0001380775 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 40,077 Read SEC document |
| December 09, 2016 Filed Dec 12, 2016 21:46 UTC | Beacon Financial Corp BHLB · Entity 649 | SaleCommon Stock | 300 | $36.45 | $10,935.00 |
DisclosureSEC source: 0001140361-16-089385 · doc1.xml · nonDerivative · entry 6 Burton Thomas · CIK 0001380775 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 40,177 Read SEC document |
| December 09, 2016 Filed Dec 12, 2016 21:46 UTC | Beacon Financial Corp BHLB · Entity 649 | SaleCommon Stock | 1,268 | $36.30 | $46,028.40 |
DisclosureSEC source: 0001140361-16-089385 · doc1.xml · nonDerivative · entry 5 Burton Thomas · CIK 0001380775 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 40,477 Read SEC document |
| December 09, 2016 Filed Dec 12, 2016 21:46 UTC | Beacon Financial Corp BHLB · Entity 649 | SaleCommon Stock | 835 | $36.25 | $30,268.75 |
DisclosureSEC source: 0001140361-16-089385 · doc1.xml · nonDerivative · entry 4 Burton Thomas · CIK 0001380775 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 41,745 Read SEC document |
| December 09, 2016 Filed Dec 12, 2016 21:46 UTC | Beacon Financial Corp BHLB · Entity 649 | SaleCommon Stock | 656 | $36.20 | $23,747.20 |
DisclosureSEC source: 0001140361-16-089385 · doc1.xml · nonDerivative · entry 3 Burton Thomas · CIK 0001380775 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 42,580 Read SEC document |
| December 09, 2016 Filed Dec 12, 2016 21:46 UTC | Beacon Financial Corp BHLB · Entity 649 | SaleCommon Stock | 1,000 | $36.15 | $36,150.00 |
DisclosureSEC source: 0001140361-16-089385 · doc1.xml · nonDerivative · entry 2 Burton Thomas · CIK 0001380775 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 43,236 Read SEC document |
| December 09, 2016 Filed Dec 12, 2016 21:46 UTC | Beacon Financial Corp BHLB · Entity 649 | SaleCommon Stock | 809 | $36.10 | $29,204.90 |
DisclosureSEC source: 0001140361-16-089385 · doc1.xml · nonDerivative · entry 1 Burton Thomas · CIK 0001380775 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 44,236 Read SEC document |
| December 05, 2016 Filed Dec 6, 2016 19:57 UTC | Beacon Financial Corp BHLB · Entity 649 | SaleCommon Stock | 5,803 | $35.03 | $203,279.09 |
DisclosureSEC source: 0001140361-16-088898 · doc1.xml · nonDerivative · entry 4 Burton Thomas · CIK 0001380775 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By IRAs Disclosed balance after: 1,496 Read SEC document |
| December 02, 2016 Filed Dec 6, 2016 19:57 UTC | Beacon Financial Corp BHLB · Entity 649 | SaleCommon Stock | 2,000 | $34.28 | $68,560.00 |
DisclosureSEC source: 0001140361-16-088898 · doc1.xml · nonDerivative · entry 3 Burton Thomas · CIK 0001380775 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By IRAs Disclosed balance after: 7,299 Read SEC document |
| December 02, 2016 Filed Dec 6, 2016 19:57 UTC | Beacon Financial Corp BHLB · Entity 649 | SaleCommon Stock | 800 | $34.26 | $27,408.00 |
DisclosureSEC source: 0001140361-16-088898 · doc1.xml · nonDerivative · entry 2 Burton Thomas · CIK 0001380775 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By IRAs Disclosed balance after: 9,299 Read SEC document |
| December 02, 2016 Filed Dec 6, 2016 19:57 UTC | Beacon Financial Corp BHLB · Entity 649 | SaleCommon Stock | 3,000 | $34.15 | $102,450.00 |
DisclosureSEC source: 0001140361-16-088898 · doc1.xml · nonDerivative · entry 1 Burton Thomas · CIK 0001380775 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By IRAs Disclosed balance after: 10,099 Read SEC document |
| December 01, 2016 Filed Dec 2, 2016 22:03 UTC | Beacon Financial Corp BHLB · Entity 649 | SaleCommon Stock | 6,000 | $34.35 | $206,100.00 |
DisclosureSEC source: 0001140361-16-088656 · doc1.xml · nonDerivative · entry 1 Burton Thomas · CIK 0001380775 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By IRAs Disclosed balance after: 13,099 Read SEC document |
| November 23, 2016 Filed Nov 28, 2016 21:21 UTC | Beacon Financial Corp BHLB · Entity 649 | GiftCommon Stock | 1,225 | $0.00 | $0.00 |
DisclosureSEC source: 0001140361-16-087945 · doc1.xml · nonDerivative · entry 1 Burton Thomas · CIK 0001380775 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 45,045 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.