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 | 9,344 |
Reported balance
After 2026-06-16 transaction · row 1
1 source rowRow 1 · 2026-06-16 · Grant · Acquired 2,509 · Balance 9,344 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 20:45 UTC | Beacon Financial Corp BBT · Entity 649 | GrantCommon Stock | 2,509 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-26-045229 · wk-form4_1782333899.xml · nonDerivative · entry 1 Desai Mihir A. · CIK 0001919184 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 9,344 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 20:21 UTC | Beacon Financial Corp BHLB · Entity 649 | GrantCommon Stock | 2,595 | $0.00 | $0.00 |
DisclosureSEC source: 0001437749-24-002663 · rdgdoc.xml · nonDerivative · entry 1 Desai Mihir A. · CIK 0001919184 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · By Stock Award III Disclosed balance after: 2,595 F2 · 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 18:38 UTC | Beacon Financial Corp BHLB · Entity 649 | GrantCommon Stock | 2,141 | $0.00 | $0.00 |
DisclosureSEC source: 0001567619-23-001519 · doc1.xml · nonDerivative · entry 1 Desai Mihir A. · CIK 0001919184 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By Stock Award II Disclosed balance after: 2,141 F2 · ownership.nature: Stock Awards granted pursuant to the Berkshire Hills Bancorp, Inc. 2022 Equity Compensation Plan vest 100% on January 30, 2024. Read SEC document |
| July 01, 2022 Filed Jul 5, 2022 18:32 UTC | Beacon Financial Corp BHLB · Entity 649 | GrantCommon Stock | 2,099 | $0.00 | $0.00 |
DisclosureSEC source: 0001567619-22-013646 · doc1.xml · nonDerivative · entry 1 Desai Mihir A. · CIK 0001919184 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By Stock Award I Disclosed balance after: 2,099 F1 · ownership.nature: Stock Awards granted pursuant to the Berkshire Hills Bancorp, Inc. 2022 Equity Compensation Plan vest 100% on January 30, 2023. 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.