Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Beacon Financial CorpBBT · Entity 649 | Director | June 16, 2026 | June 24, 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.
Beacon Financial Corp
Report date June 16, 2026 · Filed June 24, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 21,899 |
Reported balance
After 2026-06-16 transaction · row 1
1 source rowRow 1 · 2026-06-16 · Grant · Acquired 2,509 · Balance 21,899 F1: 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. |
| Common StockSEC Table I · non-derivative | IndirectBy IRA | 4,000 |
Reported balance
Holding disclosure · report date 2026-06-16 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 4,000 |
Filing footnotes · ownership attribution and instrument terms
F1: 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.
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 16, 2026 Filed Jun 24, 2026 20:37 UTC | Beacon Financial Corp BBT · Entity 649 | GrantCommon Stock | 2,509 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-26-045214 · wk-form4_1782333422.xml · nonDerivative · entry 1 Brunelle David · CIK 0001719484 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 21,899 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 |
| January 30, 2024 Filed Jan 31, 2024 20:29 UTC | Beacon Financial Corp BHLB · Entity 649 | GrantCommon Stock | 2,595 | $0.00 | $0.00 |
DisclosureSEC source: 0001437749-24-002670 · rdgdoc.xml · nonDerivative · entry 1 Brunelle David · CIK 0001719484 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · By Stock Award VII Disclosed balance after: 2,595 F3 · ownership.nature: Stock Awards granted pursuant to the Berkshire Hills Bancorp, Inc. 2022 Equity Compensation Plan vest 100% on January 30, 2025. Read SEC document |
| January 30, 2023 Filed Jan 31, 2023 18:33 UTC | Beacon Financial Corp BHLB · Entity 649 | GrantCommon Stock | 2,141 | $0.00 | $0.00 |
DisclosureSEC source: 0001567619-23-001507 · doc1.xml · nonDerivative · entry 1 Brunelle David · CIK 0001719484 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By Stock Award VI Disclosed balance after: 2,141 F4 · ownership.nature: Stock Awards granted pursuant to the Berkshire Hills Bancorp, Inc. 2018 Equity Compensation Plan vest 100% on January 30, 2024. Read SEC document |
| January 30, 2022 Filed Feb 1, 2022 18:12 UTC | Beacon Financial Corp BHLB · Entity 649 | GrantCommon Stock | 2,248 | $0.00 | $0.00 |
DisclosureSEC source: 0001567619-22-002218 · doc1.xml · nonDerivative · entry 1 Brunelle David · CIK 0001719484 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By Stock Award V Disclosed balance after: 2,248 F4 · ownership.nature: Stock Awards granted pursuant to the Berkshire Hills Bancorp, Inc. 2018 Equity Compensation Plan vest 100% on January 30, 2023. Read SEC document |
| September 20, 2021 Filed Sep 21, 2021 17:00 UTC | Beacon Financial Corp BHLB · Entity 649 | PurchaseCommon Stock | 5,000 | $23.79 | $118,936.50 |
DisclosureSEC source: 0001567619-21-017378 · doc1.xml · nonDerivative · entry 1 Brunelle David · CIK 0001719484 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,707 Read SEC document |
| January 30, 2021 Filed Feb 2, 2021 16:57 UTC | Beacon Financial Corp BHLB · Entity 649 | GrantCommon Stock | 3,016 | $0.00 | $0.00 |
DisclosureSEC source: 0001567619-21-001957 · doc1.xml · nonDerivative · entry 2 Brunelle David · CIK 0001719484 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By Stock Award IV Disclosed balance after: 3,016 F5 · ownership.nature: Stock Awards granted pursuant to the Berkshire Hills Bancorp, Inc. 2018 Equity Compensation Plan vest in three equal annual installments beginning on January 30, 2022. Read SEC document |
| January 30, 2021 Filed Feb 2, 2021 16:57 UTC | Beacon Financial Corp BHLB · Entity 649 | GrantCommon Stock | 65 | $0.00 | $0.00 |
DisclosureSEC source: 0001567619-21-001957 · doc1.xml · nonDerivative · entry 1 Brunelle David · CIK 0001719484 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,707 F4 · shares: Stock Awards granted pursuant to the Berkshire Hills Bancorp, Inc. 2018 Equity Compensation Plan vesting immediately upon grant. F6 · balance_after: Since the reporting person's last report, 310 shares previously held through Stock Award I, 538 shares previously held through Stock Award II and 573 shares previously held through Stock Award III have vested and are now owned directly. Read SEC document |
| January 30, 2020 Filed Jan 31, 2020 20:27 UTC | Beacon Financial Corp BHLB · Entity 649 | GrantCommon Stock | 1,719 | $0.00 | $0.00 |
DisclosureSEC source: 0001567619-20-001832 · doc1.xml · nonDerivative · entry 1 Brunelle David · CIK 0001719484 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By Stock Award III Disclosed balance after: 1,719 F3 · ownership.nature: Stock Awards granted pursuant to the Berkshire Hills Bancorp, Inc. 2018 Equity Compensation Plan vest in three equal annual installments beginning on January 30, 2021. Read SEC document |
| January 30, 2019 Filed Jan 31, 2019 19:32 UTC | Beacon Financial Corp BHLB · Entity 649 | GrantCommon Stock | 1,613 | $0.00 | $0.00 |
DisclosureSEC source: 0001567619-19-001958 · doc1.xml · nonDerivative · entry 1 Brunelle David · CIK 0001719484 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By Stock Award II Disclosed balance after: 1,613 F2 · 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 |
| December 14, 2018 Filed Dec 14, 2018 18:48 UTC | Beacon Financial Corp BHLB · Entity 649 | PurchaseCommon Stock | 3,600 | $28.36 | $102,088.80 |
DisclosureSEC source: 0001567619-18-007988 · doc1.xml · nonDerivative · entry 2 Brunelle David · CIK 0001719484 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By IRA Disclosed balance after: 4,000 Read SEC document |
| December 14, 2018 Filed Dec 14, 2018 18:48 UTC | Beacon Financial Corp BHLB · Entity 649 | PurchaseCommon Stock | 400 | $28.36 | $11,344.00 |
DisclosureSEC source: 0001567619-18-007988 · doc1.xml · nonDerivative · entry 1 Brunelle David · CIK 0001719484 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By IRA Disclosed balance after: 400 Read SEC document |
| January 30, 2018 Filed Feb 1, 2018 19:43 UTC | Beacon Financial Corp BHLB · Entity 649 | GrantCommon Stock | 930 | $0.00 | $0.00 |
DisclosureSEC source: 0001140361-18-004410 · doc1.xml · nonDerivative · entry 1 Brunelle David · CIK 0001719484 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By Stock Award I Disclosed balance after: 930 F1 · 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 |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.