Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Beacon Financial CorpBBT · Entity 649 | Chief Marketing Officer | September 01, 2026 | September 02, 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 September 01, 2026 · Filed September 02, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 10,721 |
Reported balance
After 2026-09-01 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2026-09-01 · Tax withholding · Disposed 101 · Balance 10,721 F1: Includes shares of restricted stock granted pursuant to the 2025 Beacon Financial Corporation Stock Option and Incentive Plan. |
Filing footnotes · ownership attribution and instrument terms
F1: Includes shares of restricted stock granted pursuant to the 2025 Beacon Financial Corporation Stock Option and Incentive Plan.
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 |
|---|---|---|---|---|---|---|
| September 01, 2026 Filed Sep 2, 2026 20:32 UTC | Beacon Financial Corp BBT · Entity 649 | Tax withholdingCommon Stock | 101 | $30.39 | $3,069.39 |
DisclosureSEC source: 0001628280-26-060133 · wk-form4_1788381152.xml · nonDerivative · entry 1 Levante Gary R. · CIK 0002133129 · Chief Marketing Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 10,721 F1 · balance_after: Includes shares of restricted stock granted pursuant to the 2025 Beacon Financial Corporation Stock Option and Incentive Plan. Read SEC document |
| June 16, 2026 Filed Jun 24, 2026 20:49 UTC | Beacon Financial Corp BBT · Entity 649 | GrantCommon Stock | 2,164 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-26-045243 · wk-form4_1782334156.xml · nonDerivative · entry 2 Levante Gary R. · CIK 0002133129 · Chief Marketing Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 10,822 F2 · shares: Performance based restricted stock shares granted pursuant to the 2025 Beacon Financial Corporation Stock Option and Incentive Plan. The shares vest on the third anniversary of the date of grant based on certain performance based metrics. F3 · balance_after: Includes shares of restricted stock granted pursuant to the 2025 Beacon Financial Corporation Stock Option and Incentive Plan. Read SEC document |
| June 16, 2026 Filed Jun 24, 2026 20:49 UTC | Beacon Financial Corp BBT · Entity 649 | GrantCommon Stock | 2,164 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-26-045243 · wk-form4_1782334156.xml · nonDerivative · entry 1 Levante Gary R. · CIK 0002133129 · Chief Marketing Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 8,658 F1 · shares: Restricted stock shares granted pursuant to the 2025 Beacon Financial Corporation Stock Option and Incentive Plan. The shares vest in three equal installments on an annual basis, commencing one year from the date of grant. 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.