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 | 2,509 |
Reported balance
After 2026-06-16 transaction · row 1
1 source rowRow 1 · 2026-06-16 · Grant · Acquired 2,509 · Balance 2,509 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 Trust | 17,374 |
Reported balance
Holding disclosure · report date 2026-06-16 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 17,374 |
| Common StockSEC Table I · non-derivative | IndirectBy IRA | 16,000 |
Reported balance
Holding disclosure · report date 2026-06-16 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 16,000 |
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 20:46 UTC | Beacon Financial Corp BBT · Entity 649 | GrantCommon Stock | 2,509 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-26-045233 · wk-form4_1782333966.xml · nonDerivative · entry 1 Callahan Mary Anne · CIK 0001993894 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,509 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 |
| November 04, 2025 Filed Nov 6, 2025 16:02 UTC | Beacon Financial Corp BBT · Entity 649 | PurchaseCommon Stock | 4,000 | $24.67 | $98,680.00 |
DisclosureSEC source: 0001993894-25-000004 · wk-form4_1762444973.xml · nonDerivative · entry 1 Callahan Mary Anne · CIK 0001993894 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · By Trust Disclosed balance after: 17,374 F1 · price: The price reported in Column 4 is a weighted average price. The shares were purchased in multiple transactions at prices ranging from $24.63 to $24.71, inclusive. The Reporting Person undertakes to provide to Beacon Financial Corporation, any security holder of Beacon Financial Corporation, or the staff of the Securities and Exchange Commission upon request, full information regarding the number of shares sold at each separate price within the ranges set forth in footnote (1) to this Form 4. F2 · ownership.direct: Includes shares of stock previously reported as held directly. The Reporting Person transferred the shares to the Reporting Person's Trust. Read SEC document |
| January 30, 2024 Filed Jan 31, 2024 20:26 UTC | Beacon Financial Corp BHLB · Entity 649 | GrantCommon Stock | 2,595 | $0.00 | $0.00 |
DisclosureSEC source: 0001437749-24-002667 · rdgdoc.xml · nonDerivative · entry 2 Callahan Mary Anne · CIK 0001993894 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · By Stock Award II 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, 2024 Filed Jan 31, 2024 20:26 UTC | Beacon Financial Corp BHLB · Entity 649 | GrantCommon Stock | 779 | $0.00 | $0.00 |
DisclosureSEC source: 0001437749-24-002667 · rdgdoc.xml · nonDerivative · entry 1 Callahan Mary Anne · CIK 0001993894 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · By Stock Award I Disclosed balance after: 0 F3 · balance_after: Reflects stock awards that vest at time of grant. F1 · 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 |
| November 08, 2023 Filed Nov 9, 2023 17:07 UTC | Beacon Financial Corp BHLB · Entity 649 | PurchaseCommon Stock | 2,000 | $20.40 | $40,800.00 |
DisclosureSEC source: 0001437749-23-031138 · rdgdoc.xml · nonDerivative · entry 3 Callahan Mary Anne · CIK 0001993894 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · By IRA Disclosed balance after: 16,000 Read SEC document |
| November 08, 2023 Filed Nov 9, 2023 17:07 UTC | Beacon Financial Corp BHLB · Entity 649 | PurchaseCommon Stock | 2,000 | $20.30 | $40,600.00 |
DisclosureSEC source: 0001437749-23-031138 · rdgdoc.xml · nonDerivative · entry 2 Callahan Mary Anne · CIK 0001993894 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · By IRA Disclosed balance after: 14,000 Read SEC document |
| November 08, 2023 Filed Nov 9, 2023 17:07 UTC | Beacon Financial Corp BHLB · Entity 649 | PurchaseCommon Stock | 2,000 | $20.20 | $40,400.00 |
DisclosureSEC source: 0001437749-23-031138 · rdgdoc.xml · nonDerivative · entry 1 Callahan Mary Anne · CIK 0001993894 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · By IRA Disclosed balance after: 12,000 Read SEC document |
| November 07, 2023 Filed Nov 8, 2023 18:25 UTC | Beacon Financial Corp BHLB · Entity 649 | PurchaseCommon Stock | 2,000 | $20.60 | $41,200.00 |
DisclosureSEC source: 0001437749-23-030867 · rdgdoc.xml · nonDerivative · entry 1 Callahan Mary Anne · CIK 0001993894 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · By IRA Disclosed balance after: 10,000 Read SEC document |
| September 20, 2023 Filed Sep 20, 2023 20:50 UTC | Beacon Financial Corp BHLB · Entity 649 | PurchaseCommon Stock | 2,995 | $19.90 | $59,600.50 |
DisclosureSEC source: 0001437749-23-026475 · rdgdoc.xml · nonDerivative · entry 20 Callahan Mary Anne · CIK 0001993894 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 10,000 Read SEC document |
| September 20, 2023 Filed Sep 20, 2023 20:50 UTC | Beacon Financial Corp BHLB · Entity 649 | PurchaseCommon Stock | 100 | $19.90 | $1,989.90 |
DisclosureSEC source: 0001437749-23-026475 · rdgdoc.xml · nonDerivative · entry 19 Callahan Mary Anne · CIK 0001993894 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 7,005 Read SEC document |
| September 20, 2023 Filed Sep 20, 2023 20:50 UTC | Beacon Financial Corp BHLB · Entity 649 | PurchaseCommon Stock | 100 | $19.87 | $1,986.50 |
DisclosureSEC source: 0001437749-23-026475 · rdgdoc.xml · nonDerivative · entry 18 Callahan Mary Anne · CIK 0001993894 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 6,905 Read SEC document |
| September 20, 2023 Filed Sep 20, 2023 20:50 UTC | Beacon Financial Corp BHLB · Entity 649 | PurchaseCommon Stock | 100 | $19.86 | $1,986.00 |
DisclosureSEC source: 0001437749-23-026475 · rdgdoc.xml · nonDerivative · entry 17 Callahan Mary Anne · CIK 0001993894 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 6,805 Read SEC document |
| September 20, 2023 Filed Sep 20, 2023 20:50 UTC | Beacon Financial Corp BHLB · Entity 649 | PurchaseCommon Stock | 1,000 | $19.85 | $19,849.10 |
DisclosureSEC source: 0001437749-23-026475 · rdgdoc.xml · nonDerivative · entry 16 Callahan Mary Anne · CIK 0001993894 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 6,705 Read SEC document |
| September 20, 2023 Filed Sep 20, 2023 20:50 UTC | Beacon Financial Corp BHLB · Entity 649 | PurchaseCommon Stock | 100 | $19.84 | $1,983.50 |
DisclosureSEC source: 0001437749-23-026475 · rdgdoc.xml · nonDerivative · entry 15 Callahan Mary Anne · CIK 0001993894 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,705 Read SEC document |
| September 20, 2023 Filed Sep 20, 2023 20:50 UTC | Beacon Financial Corp BHLB · Entity 649 | PurchaseCommon Stock | 5,605 | $19.80 | $110,979.00 |
DisclosureSEC source: 0001437749-23-026475 · rdgdoc.xml · nonDerivative · entry 14 Callahan Mary Anne · CIK 0001993894 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,605 Read SEC document |
| September 20, 2023 Filed Sep 20, 2023 20:50 UTC | Beacon Financial Corp BHLB · Entity 649 | PurchaseCommon Stock | 500 | $19.90 | $9,950.00 |
DisclosureSEC source: 0001437749-23-026475 · rdgdoc.xml · nonDerivative · entry 13 Callahan Mary Anne · CIK 0001993894 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · By IRA Disclosed balance after: 8,000 Read SEC document |
| September 20, 2023 Filed Sep 20, 2023 20:50 UTC | Beacon Financial Corp BHLB · Entity 649 | PurchaseCommon Stock | 200 | $19.90 | $3,979.98 |
DisclosureSEC source: 0001437749-23-026475 · rdgdoc.xml · nonDerivative · entry 12 Callahan Mary Anne · CIK 0001993894 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · By IRA Disclosed balance after: 7,500 Read SEC document |
| September 20, 2023 Filed Sep 20, 2023 20:50 UTC | Beacon Financial Corp BHLB · Entity 649 | PurchaseCommon Stock | 1,000 | $19.90 | $19,899.80 |
DisclosureSEC source: 0001437749-23-026475 · rdgdoc.xml · nonDerivative · entry 11 Callahan Mary Anne · CIK 0001993894 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · By IRA Disclosed balance after: 7,300 Read SEC document |
| September 20, 2023 Filed Sep 20, 2023 20:50 UTC | Beacon Financial Corp BHLB · Entity 649 | PurchaseCommon Stock | 100 | $19.90 | $1,989.90 |
DisclosureSEC source: 0001437749-23-026475 · rdgdoc.xml · nonDerivative · entry 10 Callahan Mary Anne · CIK 0001993894 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · By IRA Disclosed balance after: 6,300 Read SEC document |
| September 20, 2023 Filed Sep 20, 2023 20:50 UTC | Beacon Financial Corp BHLB · Entity 649 | PurchaseCommon Stock | 862 | $19.90 | $17,152.42 |
DisclosureSEC source: 0001437749-23-026475 · rdgdoc.xml · nonDerivative · entry 9 Callahan Mary Anne · CIK 0001993894 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · By IRA Disclosed balance after: 6,200 Read SEC document |
| September 20, 2023 Filed Sep 20, 2023 20:50 UTC | Beacon Financial Corp BHLB · Entity 649 | PurchaseCommon Stock | 100 | $19.89 | $1,989.00 |
DisclosureSEC source: 0001437749-23-026475 · rdgdoc.xml · nonDerivative · entry 8 Callahan Mary Anne · CIK 0001993894 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · By IRA Disclosed balance after: 5,338 Read SEC document |
| September 20, 2023 Filed Sep 20, 2023 20:50 UTC | Beacon Financial Corp BHLB · Entity 649 | PurchaseCommon Stock | 638 | $19.88 | $12,683.44 |
DisclosureSEC source: 0001437749-23-026475 · rdgdoc.xml · nonDerivative · entry 7 Callahan Mary Anne · CIK 0001993894 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · By IRA Disclosed balance after: 5,238 Read SEC document |
| September 20, 2023 Filed Sep 20, 2023 20:50 UTC | Beacon Financial Corp BHLB · Entity 649 | PurchaseCommon Stock | 548 | $19.88 | $10,893.53 |
DisclosureSEC source: 0001437749-23-026475 · rdgdoc.xml · nonDerivative · entry 6 Callahan Mary Anne · CIK 0001993894 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · By IRA Disclosed balance after: 4,600 Read SEC document |
| September 20, 2023 Filed Sep 20, 2023 20:50 UTC | Beacon Financial Corp BHLB · Entity 649 | PurchaseCommon Stock | 2,740 | $19.85 | $54,389.00 |
DisclosureSEC source: 0001437749-23-026475 · rdgdoc.xml · nonDerivative · entry 5 Callahan Mary Anne · CIK 0001993894 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · By IRA Disclosed balance after: 4,052 Read SEC document |
| September 20, 2023 Filed Sep 20, 2023 20:50 UTC | Beacon Financial Corp BHLB · Entity 649 | PurchaseCommon Stock | 125 | $19.84 | $2,480.00 |
DisclosureSEC source: 0001437749-23-026475 · rdgdoc.xml · nonDerivative · entry 4 Callahan Mary Anne · CIK 0001993894 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · By IRA Disclosed balance after: 1,312 Read SEC document |
| September 20, 2023 Filed Sep 20, 2023 20:50 UTC | Beacon Financial Corp BHLB · Entity 649 | PurchaseCommon Stock | 1,027 | $19.83 | $20,365.41 |
DisclosureSEC source: 0001437749-23-026475 · rdgdoc.xml · nonDerivative · entry 3 Callahan Mary Anne · CIK 0001993894 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · By IRA Disclosed balance after: 1,187 Read SEC document |
| September 20, 2023 Filed Sep 20, 2023 20:50 UTC | Beacon Financial Corp BHLB · Entity 649 | PurchaseCommon Stock | 100 | $19.82 | $1,981.50 |
DisclosureSEC source: 0001437749-23-026475 · rdgdoc.xml · nonDerivative · entry 2 Callahan Mary Anne · CIK 0001993894 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · By IRA Disclosed balance after: 160 Read SEC document |
| September 20, 2023 Filed Sep 20, 2023 20:50 UTC | Beacon Financial Corp BHLB · Entity 649 | PurchaseCommon Stock | 60 | $19.85 | $1,191.00 |
DisclosureSEC source: 0001437749-23-026475 · rdgdoc.xml · nonDerivative · entry 1 Callahan Mary Anne · CIK 0001993894 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · By IRA Disclosed balance after: 60 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.