Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| BROOKLINE BANCORP INCBRKL · Entity 75950 | Director | September 01, 2025 | September 02, 2025 |
| Beacon Financial CorpBBT · Entity 649 | Director | August 19, 2026 | August 19, 2026 |
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.
BROOKLINE BANCORP INC
Report date September 01, 2025 · Filed September 02, 2025
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| CommonSEC Table I · non-derivative | Direct | 0 |
Reported balance
After 2025-09-01 transaction · row 1
1 source rowRow 1 · 2025-09-01 · Disposition to issuer · Disposed 55,766 · Balance 0 F1: Pursuant to the terms of the Agreement and Plan of Merger by and among Berkshire Hills Bancorp, Inc. (Berkshire) , Commerce Acquisition Sub, Inc. and Brookline Bancorp, Inc. (the Issuer), on September 1, 2025, each share of Issuer common stock was converted into the right to receive 0.42 shares of Berkshire common stock and cash in lieu of any fractional share of Berkshire common stock. |
Filing footnotes · ownership attribution and instrument terms
F1: Pursuant to the terms of the Agreement and Plan of Merger by and among Berkshire Hills Bancorp, Inc. (Berkshire) , Commerce Acquisition Sub, Inc. and Brookline Bancorp, Inc. (the Issuer), on September 1, 2025, each share of Issuer common stock was converted into the right to receive 0.42 shares of Berkshire common stock and cash in lieu of any fractional share of Berkshire common stock.
Beacon Financial Corp
Report date August 19, 2026 · Filed August 19, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 2,509 |
Reported balance
After 2026-08-19 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2026-08-19 · Gift · Disposed 23,421 · Balance 2,509 F1: Restricted shares granted pursuant to the 2025 Beacon Financial Corporation Stock Option and Incentive Plan. The shares vest one year from date of grant. |
| Common StockSEC Table I · non-derivative | IndirectThe Merrill W. Sherman Trust - 2017 | 23,421 |
Reported balance
After 2026-08-19 transaction · row 2
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 2 · 2026-08-19 · Gift · Acquired 23,421 · Balance 23,421 |
Filing footnotes · ownership attribution and instrument terms
F1: Restricted shares granted pursuant to the 2025 Beacon Financial Corporation Stock Option and Incentive Plan. The shares vest one year from date of grant.
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 |
|---|---|---|---|---|---|---|
| August 19, 2026 Filed Aug 19, 2026 19:13 UTC | Beacon Financial Corp BBT · Entity 649 | GiftCommon Stock | 23,421 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-26-057914 · wk-form4_1787166835.xml · nonDerivative · entry 2 SHERMAN MERRILL W · CIK 0001165961 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · The Merrill W. Sherman Trust - 2017 Disclosed balance after: 23,421 Read SEC document |
| August 19, 2026 Filed Aug 19, 2026 19:13 UTC | Beacon Financial Corp BBT · Entity 649 | GiftCommon Stock | 23,421 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-26-057914 · wk-form4_1787166835.xml · nonDerivative · entry 1 SHERMAN MERRILL W · CIK 0001165961 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,509 F1 · balance_after: Restricted shares granted pursuant to the 2025 Beacon Financial Corporation Stock Option and Incentive Plan. The shares vest one year from date of grant. Read SEC document |
| June 16, 2026 Filed Jun 24, 2026 20:45 UTC | Beacon Financial Corp BBT · Entity 649 | GrantCommon Stock | 2,509 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-26-045231 · wk-form4_1782333921.xml · nonDerivative · entry 1 SHERMAN MERRILL W · CIK 0001165961 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 25,930 F1 · shares: Restricted stock shares granted pursuant to the 2025 Beacon Financial Corporation Stock Option and Incentive Plan. The shares vest one year from date of grant. Read SEC document |
| September 01, 2025 Filed Sep 2, 2025 08:32 UTC | BROOKLINE BANCORP INC BRKL · Entity 75950 | Disposition to issuerCommon | 55,766 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001165961-25-000003 · wk-form4_1756816357.xml · nonDerivative · entry 1 SHERMAN MERRILL W · CIK 0001165961 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 F1 · price: Pursuant to the terms of the Agreement and Plan of Merger by and among Berkshire Hills Bancorp, Inc. (Berkshire) , Commerce Acquisition Sub, Inc. and Brookline Bancorp, Inc. (the Issuer), on September 1, 2025, each share of Issuer common stock was converted into the right to receive 0.42 shares of Berkshire common stock and cash in lieu of any fractional share of Berkshire common stock. Read SEC document |
| August 02, 2024 Filed Aug 5, 2024 16:35 UTC | BROOKLINE BANCORP INC BRKL · Entity 75950 | GrantCommon | 6,098 | $0.00 | $0.00 |
DisclosureSEC source: 0001049782-24-000046 · wk-form4_1722890147.xml · nonDerivative · entry 1 SHERMAN MERRILL W · CIK 0001165961 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 55,766 F1 · shares: Restricted stock shares granted pursuant to the Brookline Bancorp, Inc. 2021 Stock Option and Incentive Plan. The shares vest one year from date of grant. F2 · balance_after: Includes shares of restricted stock granted pursuant to the Brookline Bancorp, Inc. 2021 Stock Option and Incentive Plan. Read SEC document |
| August 02, 2023 Filed Aug 4, 2023 13:11 UTC | BROOKLINE BANCORP INC BRKL · Entity 75950 | GrantCommon | 5,682 | $0.00 | $0.00 |
DisclosureSEC source: 0001049782-23-000064 · wk-form4_1691169098.xml · nonDerivative · entry 1 SHERMAN MERRILL W · CIK 0001165961 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 49,668 F1 · shares: Restricted stock shares granted pursuant to the Brookline Bancorp, Inc. 2021 Stock Option and Incentive Plan. The shares vest one year from date of grant. F2 · balance_after: Includes shares of restricted stock granted pursuant to the Brookline Bancorp, Inc. 2021 Stock Option and Incentive Plan. Read SEC document |
| August 02, 2022 Filed Aug 4, 2022 16:47 UTC | BROOKLINE BANCORP INC BRKL · Entity 75950 | GrantCommon | 3,986 | $0.00 | $0.00 |
DisclosureSEC source: 0001049782-22-000046 · wf-form4_165964598568610.xml · nonDerivative · entry 1 SHERMAN MERRILL W · CIK 0001165961 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 43,986 F1 · shares: Restricted stock shares granted pursuant to the Brookline Bancorp, Inc. 2021 Stock Option and Incentive Plan. The shares vest one year from date of grant. F2 · balance_after: Includes shares of restricted stock granted pursuant to the Brookline Bancorp, Inc. 2021 Stock Option and Incentive Plan. Read SEC document |
| August 02, 2021 Filed Aug 4, 2021 15:22 UTC | BROOKLINE BANCORP INC BRKL · Entity 75950 | GrantCommon | 3,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001049782-21-000052 · wf-form4_162810495988604.xml · nonDerivative · entry 1 SHERMAN MERRILL W · CIK 0001165961 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 40,000 F1 · shares: Restricted stock shares granted pursuant to the Brookline Bancorp, Inc. 2021 Stock Option and Incentive Plan. The shares vest one year from date of grant. F2 · balance_after: Includes shares of restricted stock granted pursuant to the Brookline Bancorp, Inc. 2021 Stock Option and Incentive Plan. Read SEC document |
| August 03, 2020 Filed Aug 4, 2020 13:35 UTC | BROOKLINE BANCORP INC BRKL · Entity 75950 | GrantCommon | 3,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001049782-20-000051 · wf-form4_159656246870365.xml · nonDerivative · entry 1 SHERMAN MERRILL W · CIK 0001165961 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 37,000 F1 · shares: Restricted stock shares granted pursuant to the Brookline Bancorp, Inc. 2014 Equity Incentive Plan. The shares vest one year from the date of grant. F2 · balance_after: Includes shares of restricted stock granted pursuant to the Brookline Bancorp, Inc. 2014 Equity Incentive Plan. Read SEC document |
| August 02, 2019 Filed Aug 6, 2019 16:25 UTC | BROOKLINE BANCORP INC BRKL · Entity 75950 | GrantCommon Stock | 3,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001179110-19-009193 · edgar.xml · nonDerivative · entry 1 SHERMAN MERRILL W · CIK 0001165961 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 34,000 F1 · shares: Restricted stock shares granted pursuant to the Brookline Bancorp, Inc. 2014 Equity Incentive Plan. The shares vest one year from the date of grant. F2 · balance_after: Includes shares of restricted stock granted pursuant to the Brookline Bancorp Inc. 2014 Equity Incentive Plan. Read SEC document |
| August 02, 2018 Filed Aug 6, 2018 16:24 UTC | BROOKLINE BANCORP INC BRKL · Entity 75950 | GrantCommon Stock | 3,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001179110-18-010305 · edgar.xml · nonDerivative · entry 1 SHERMAN MERRILL W · CIK 0001165961 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 31,000 F1 · shares: Restricted stock shares granted pursuant to the Brookline Bancorp, Inc. 2014 Equity Incentive Plan. The shares vest one year from the date of grant. F2 · balance_after: Includes shares of restricted stock granted pursuant to the Brookline Bancorp, Inc. 2014 Equity Incentive Plan. Read SEC document |
| August 02, 2017 Filed Aug 4, 2017 09:51 UTC | BROOKLINE BANCORP INC BRKL · Entity 75950 | GrantCommon Stock | 3,000 | $14.65 | $43,950.00 |
DisclosureSEC source: 0001179110-17-011104 · edgar.xml · nonDerivative · entry 1 SHERMAN MERRILL W · CIK 0001165961 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 28,000 F1 · shares: Restricted stock shares granted pursuant to the Brookline Bancorp, Inc. 2014 Equity Incentive Plan. The shares vest one year from the date of grant. F2 · balance_after: Includes shares of restricted stock granted pursuant to the Brookline Bancorp, Inc. 2014 Equity Incentive Plan. 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.