Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| BROOKLINE BANCORP INCBRKL · Entity 75950 | Director · Chairman & CEO | September 01, 2025 | September 02, 2025 |
| Beacon Financial CorpBBT · Entity 649 | Director · President and CEO | 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.
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 486,621 · 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. |
| CommonSEC Table I · non-derivative | IndirectBy Paul A. Perrault GRAT #3 | 0 |
Reported balance
After 2025-09-01 transaction · row 2
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 2 · 2025-09-01 · Disposition to issuer · Disposed 75,000 · 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 September 01, 2026 · Filed September 02, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 254,316 |
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 4,333 · Balance 254,316 F1: Includes shares of restricted stock granted pursuant to the 2025 Beacon Financial Corporation Stock Option and Incentive Plan. |
| Common StockSEC Table I · non-derivative | IndirectBy Paul A. Perrault GRAT #3 | 31,500 |
Reported balance
Holding disclosure · report date 2026-09-01 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 31,500 |
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 |
|---|---|---|---|---|---|---|
| July 25, 2019 Filed Aug 6, 2019 16:32 UTC Amendment | BROOKLINE BANCORP INC BRKL · Entity 75950 | Disposition to issuerCommon Stock | 4,505 | $0.00 | $0.00 |
DisclosureSEC source: 0001179110-19-009206 · edgar.xml · nonDerivative · entry 2 PERRAULT PAUL A · CIK 0001250513 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 307,355 F1 · shares: As previously reported, on July 25, 2016 the reporting person received a grant of 22,527 shares of performance based restricted stock. A portion of the performance metrics were met, therefore a portion of these restricted shares vested on the third anniversary of the date of the remaining shares were automatically forfeited. F2 · balance_after: Includes shares of restricted stock granted pursuant to the Brookline Bancorp, Inc. 2014 Equity Incentive Plan. Read SEC document |
| July 25, 2019 Filed Aug 6, 2019 16:32 UTC Amendment | BROOKLINE BANCORP INC BRKL · Entity 75950 | Tax withholdingCommon Stock | 7,507 | $0.00 | $0.00 |
DisclosureSEC source: 0001179110-19-009206 · edgar.xml · nonDerivative · entry 1 PERRAULT PAUL A · CIK 0001250513 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 311,860 Read SEC document |
| November 21, 2018 Filed Nov 23, 2018 11:17 UTC | BROOKLINE BANCORP INC BRKL · Entity 75950 | GiftCommon Stock | 75,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001179110-18-013128 · edgar.xml · nonDerivative · entry 2 PERRAULT PAUL A · CIK 0001250513 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Indirect · By Paul A. Perrault GRAT #3 Disclosed balance after: 75,000 Read SEC document |
| November 21, 2018 Filed Nov 23, 2018 11:17 UTC | BROOKLINE BANCORP INC BRKL · Entity 75950 | GiftCommon Stock | 75,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001179110-18-013128 · edgar.xml · nonDerivative · entry 1 PERRAULT PAUL A · CIK 0001250513 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 319,367 F1 · shares: The Reporting Person gifted shares to a trust for which the Reporting Person is a trustee. F2 · balance_after: Includes shares of restricted stock granted pursuant to the Brookline Bancorp, Inc. 2014 Equity Incentive Plan. Read SEC document |
| August 02, 2018 Filed Aug 6, 2018 15:58 UTC | BROOKLINE BANCORP INC BRKL · Entity 75950 | GrantCommon Stock | 14,837 | $0.00 | $0.00 |
DisclosureSEC source: 0001179110-18-010294 · edgar.xml · nonDerivative · entry 2 PERRAULT PAUL A · CIK 0001250513 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 394,367 F2 · shares: Performance based restricted stock shares granted pursuant to the Brookline Bancorp, Inc. 2014 Equity 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 Brookline Bancorp, Inc. 2014 Equity Incentive Plan. Read SEC document |
| August 02, 2018 Filed Aug 6, 2018 15:58 UTC | BROOKLINE BANCORP INC BRKL · Entity 75950 | GrantCommon Stock | 14,837 | $0.00 | $0.00 |
DisclosureSEC source: 0001179110-18-010294 · edgar.xml · nonDerivative · entry 1 PERRAULT PAUL A · CIK 0001250513 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 379,530 F1 · shares: Restricted stock shares granted pursuant to the Brookline Bancorp, Inc. 2014 Equity Incentive Plan. The shares vest in three equal installments on an annual basis, commencing one year from the date of grant. Read SEC document |
| July 27, 2018 Filed Jul 30, 2018 15:30 UTC | BROOKLINE BANCORP INC BRKL · Entity 75950 | Disposition to issuerCommon Stock | 5,507 | $0.00 | $0.00 |
DisclosureSEC source: 0001179110-18-009994 · edgar.xml · nonDerivative · entry 1 PERRAULT PAUL A · CIK 0001250513 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 364,693 F1 · shares: As previously reported, on July 29, 2015 the reporting person received a grant of 22,029 shares of performance based restricted stock. A portion of the performance metrics were met, therefore a portion of these restricted shares vested on the third anniversary of the date of grant and the remaining shares were automatically forfeited. F2 · balance_after: Includes shares of restricted stock granted pursuant to the Brookline Bancorp, Inc. 2014 Equity Incentive Plan. Read SEC document |
| November 08, 2017 Filed Nov 13, 2017 10:15 UTC | BROOKLINE BANCORP INC BRKL · Entity 75950 | Exercise / conversionStock Option (right to buy) · Derivative | 52,333 | $0.00 Strike: $10.71 | $0.00 |
DisclosureSEC source: 0001179110-17-013977 · edgar.xml · derivative · entry 6 PERRAULT PAUL A · CIK 0001250513 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 52,333 shares Expires 2020-03-16 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F3 · derivative.exercise_date: The option, representing a right to purchase a total of 52,333 shares, became exercisable in two equal installments beginning on March 16, 2010. Read SEC document |
| November 08, 2017 Filed Nov 13, 2017 10:15 UTC | BROOKLINE BANCORP INC BRKL · Entity 75950 | Exercise / conversionStock Option (right to buy) · Derivative | 72,512 | $0.00 Strike: $9.00 | $0.00 |
DisclosureSEC source: 0001179110-17-013977 · edgar.xml · derivative · entry 5 PERRAULT PAUL A · CIK 0001250513 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 72,512 shares Expires 2019-03-16 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F2 · derivative.exercise_date: The option, representing a right to purchase a total of 72,512 shares, became exercisable in two equal installments beginning on March 16, 2009. Read SEC document |
| November 08, 2017 Filed Nov 13, 2017 10:15 UTC | BROOKLINE BANCORP INC BRKL · Entity 75950 | SaleCommon Stock | 103,255 | $14.69 | $1,516,815.95 |
DisclosureSEC source: 0001179110-17-013977 · edgar.xml · nonDerivative · entry 3 PERRAULT PAUL A · CIK 0001250513 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 370,200 F1 · balance_after: Includes shares of restricted stock granted pursuant to the 2014 Brookline Bancorp, Inc. Equity Incentive Plan. Read SEC document |
| November 08, 2017 Filed Nov 13, 2017 10:15 UTC | BROOKLINE BANCORP INC BRKL · Entity 75950 | Exercise / conversionCommon Stock | 52,333 | $10.71 | $560,486.43 |
DisclosureSEC source: 0001179110-17-013977 · edgar.xml · nonDerivative · entry 2 PERRAULT PAUL A · CIK 0001250513 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 473,455 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| November 08, 2017 Filed Nov 13, 2017 10:15 UTC | BROOKLINE BANCORP INC BRKL · Entity 75950 | Exercise / conversionCommon Stock | 72,512 | $9.00 | $652,608.00 |
DisclosureSEC source: 0001179110-17-013977 · edgar.xml · nonDerivative · entry 1 PERRAULT PAUL A · CIK 0001250513 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 421,122 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| August 08, 2017 Filed Nov 13, 2017 10:13 UTC | BROOKLINE BANCORP INC BRKL · Entity 75950 | Disposition to issuerCommon Stock | 10,763 | $0.00 | $0.00 |
DisclosureSEC source: 0001179110-17-013975 · edgar.xml · nonDerivative · entry 1 PERRAULT PAUL A · CIK 0001250513 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 348,610 F1 · shares: As previously reported on August 11, 2014, the reporting person received a grant of 26,908 shares of performance based restricted stock. A portion of the performance metrics were met, therefore a portion of these restricted shares vested on the anniversary of the date of grant and the remaining share were automatically forfeited. F2 · balance_after: Includes shares of restricted stock granted pursuant to the Brookline Bancorp, Inc. 2014 Equity Incentive Plan. Read SEC document |
| August 02, 2017 Filed Aug 4, 2017 10:02 UTC | BROOKLINE BANCORP INC BRKL · Entity 75950 | GrantCommon Stock | 18,086 | $0.00 | $0.00 |
DisclosureSEC source: 0001179110-17-011114 · edgar.xml · nonDerivative · entry 2 PERRAULT PAUL A · CIK 0001250513 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 359,373 F2 · shares: Performance based restricted stock shares granted pursuant to the Brookline Bancorp, Inc. 2014 Equity 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 Brookline Bancorp, Inc. 2014 Equity Incentive Plan. Read SEC document |
| August 02, 2017 Filed Aug 4, 2017 10:02 UTC | BROOKLINE BANCORP INC BRKL · Entity 75950 | GrantCommon Stock | 18,085 | $0.00 | $0.00 |
DisclosureSEC source: 0001179110-17-011114 · edgar.xml · nonDerivative · entry 1 PERRAULT PAUL A · CIK 0001250513 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 341,287 F1 · shares: Restricted stock shares granted pursuant to the Brookline Bancorp, Inc. 2014 Equity 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.