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 | 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.
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 24,866 · 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 June 16, 2026 · Filed June 24, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 12,952 |
Reported balance
After 2026-06-16 transaction · row 1
1 source rowRow 1 · 2026-06-16 · Grant · Acquired 2,509 · Balance 12,952 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. |
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 20:47 UTC | Beacon Financial Corp BBT · Entity 649 | GrantCommon Stock | 2,509 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-26-045238 · wk-form4_1782334037.xml · nonDerivative · entry 1 Chang Joanne B. · CIK 0001753598 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 12,952 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 |
| June 16, 2026 Filed Jun 24, 2026 20:42 UTC | Beacon Financial Corp BBT · Entity 649 | GrantCommon Stock | 2,509 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-26-045221 · wk-form4_1782333758.xml · nonDerivative · entry 1 Chang Joanne B. · CIK 0001753598 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 12,952 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 08:35 UTC | BROOKLINE BANCORP INC BRKL · Entity 75950 | Disposition to issuerCommon | 24,866 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001753598-25-000003 · wk-form4_1756816540.xml · nonDerivative · entry 1 Chang Joanne B. · CIK 0001753598 · 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 16:47 UTC | BROOKLINE BANCORP INC BRKL · Entity 75950 | GrantCommon | 6,098 | $0.00 | $0.00 |
DisclosureSEC source: 0001049782-24-000061 · wk-form4_1722890871.xml · nonDerivative · entry 1 Chang Joanne B. · CIK 0001753598 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 24,866 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 13:51 UTC | BROOKLINE BANCORP INC BRKL · Entity 75950 | GrantCommon | 5,682 | $0.00 | $0.00 |
DisclosureSEC source: 0001049782-23-000088 · wk-form4_1691171484.xml · nonDerivative · entry 1 Chang Joanne B. · CIK 0001753598 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 18,768 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 15:32 UTC | BROOKLINE BANCORP INC BRKL · Entity 75950 | GrantCommon | 3,986 | $0.00 | $0.00 |
DisclosureSEC source: 0001049782-22-000023 · wf-form4_165964154195318.xml · nonDerivative · entry 1 Chang Joanne B. · CIK 0001753598 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,086 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 15:06 UTC | BROOKLINE BANCORP INC BRKL · Entity 75950 | GrantCommon | 3,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001049782-21-000032 · wf-form4_162810399197297.xml · nonDerivative · entry 1 Chang Joanne B. · CIK 0001753598 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,100 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 13:06 UTC | BROOKLINE BANCORP INC BRKL · Entity 75950 | GrantCommon | 3,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001049782-20-000042 · wf-form4_159656076363891.xml · nonDerivative · entry 1 Chang Joanne B. · CIK 0001753598 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,100 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 16:14 UTC | BROOKLINE BANCORP INC BRKL · Entity 75950 | GrantCommon Stock | 3,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001179110-19-009183 · edgar.xml · nonDerivative · entry 1 Chang Joanne B. · CIK 0001753598 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,100 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 |
| November 28, 2018 Filed Nov 28, 2018 15:08 UTC | BROOKLINE BANCORP INC BRKL · Entity 75950 | PurchaseCommon Stock | 100 | $15.10 | $1,510.00 |
DisclosureSEC source: 0001179110-18-013254 · edgar.xml · nonDerivative · entry 1 Chang Joanne B. · CIK 0001753598 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 100 F1 · price: The price reported in Column 4 is a weighted average price. The shares were purchased in multiple transactions at prices ranging from $15.10 to $15.11, inclusive. The reporting person undertakes to provide to Brookline Bancorp, Inc., any security holder of Brookline Bancorp, Inc., or the staff of the Securities and Exchange Commission upon request, full information regarding the number of shares purchased at each separate price within the ranges set forth in footnote(1) to this form 4. 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.