Reported relationships
Latest disclosed role at each company.
No relationships currently tracked through insider filings.
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.
No balances currently tracked through insider filings.
Past disclosures · reporting ended (1)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
Beacon Financial Corp
Report date August 29, 2025 · Filed September 03, 2025
Section 16 reporting ended · disclosed 2025-09-03. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 16,512 |
Reported balance
After 2025-08-29 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2025-08-29 · Tax withholding · Disposed 2,376 · Balance 16,512 F5: Since the reporting person's last report, 1,099 shares previously held through Stock Award II, 1,632 shares previously held through Stock Award III, 2,435 shares previously held through Stock Award IV and 2,926 shares previously held through Stock Award V have vested and are now owned directly. |
| Common StockSEC Table I · non-derivative | IndirectBy Stock Award V | 0 |
Reported balance
Holding disclosure · report date 2025-08-29 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 0 F5: Since the reporting person's last report, 1,099 shares previously held through Stock Award II, 1,632 shares previously held through Stock Award III, 2,435 shares previously held through Stock Award IV and 2,926 shares previously held through Stock Award V have vested and are now owned directly. F4: Stock Awards granted pursuant to the Berkshire Hills Bancorp, Inc. 2022 Equity Compensation Plan vest in three equal annual installments commencing on July 1, 2025. |
| Common StockSEC Table I · non-derivative | IndirectBy Stock Award IV | 0 |
Reported balance
Holding disclosure · report date 2025-08-29 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 0 F5: Since the reporting person's last report, 1,099 shares previously held through Stock Award II, 1,632 shares previously held through Stock Award III, 2,435 shares previously held through Stock Award IV and 2,926 shares previously held through Stock Award V have vested and are now owned directly. F3: Stock Awards granted pursuant to the Berkshire Hills Bancorp, Inc. 2022 Equity Compensation Plan vest 50% in three equal annual installments commencing on April 1, 2025 with the remaining 50% vesting on April 1, 2027. |
| Common StockSEC Table I · non-derivative | IndirectBy Stock Award III | 0 |
Reported balance
Holding disclosure · report date 2025-08-29 · row 4
Holding and transaction disclosures are not merged.
1 source rowRow 4 · Balance 0 F5: Since the reporting person's last report, 1,099 shares previously held through Stock Award II, 1,632 shares previously held through Stock Award III, 2,435 shares previously held through Stock Award IV and 2,926 shares previously held through Stock Award V have vested and are now owned directly. F2: Stock Awards granted pursuant to the Berkshire Hills Bancorp, Inc. 2022 Equity Compensation Plan vest 50% in three equal annual installments commencing on April 1, 2024 with the remaining 50% vesting on April 1, 2026. |
| Common StockSEC Table I · non-derivative | IndirectBy Stock Award II | 0 |
Reported balance
Holding disclosure · report date 2025-08-29 · row 5
Holding and transaction disclosures are not merged.
1 source rowRow 5 · Balance 0 F5: Since the reporting person's last report, 1,099 shares previously held through Stock Award II, 1,632 shares previously held through Stock Award III, 2,435 shares previously held through Stock Award IV and 2,926 shares previously held through Stock Award V have vested and are now owned directly. F1: Stock Awards granted pursuant to the Berkshire Hills Bancorp, Inc. 2022 Equity Compensation Plan Stock Awards vest 50% in three equal annual installments commencing on January 30, 2024 with the remaining 50% vesting on January 30, 2026. |
| Common StockSEC Table I · non-derivative | IndirectBy 401(k) | 590 |
Reported balance
Holding disclosure · report date 2025-08-29 · row 6
Holding and transaction disclosures are not merged.
1 source rowRow 6 · Balance 590 F6: Reflects transactions not required to be reported pursuant to Section 16 of the Securities Exchange Act of 1934, as amended. |
Filing footnotes · ownership attribution and instrument terms
F1: Stock Awards granted pursuant to the Berkshire Hills Bancorp, Inc. 2022 Equity Compensation Plan Stock Awards vest 50% in three equal annual installments commencing on January 30, 2024 with the remaining 50% vesting on January 30, 2026.
F2: Stock Awards granted pursuant to the Berkshire Hills Bancorp, Inc. 2022 Equity Compensation Plan vest 50% in three equal annual installments commencing on April 1, 2024 with the remaining 50% vesting on April 1, 2026.
F3: Stock Awards granted pursuant to the Berkshire Hills Bancorp, Inc. 2022 Equity Compensation Plan vest 50% in three equal annual installments commencing on April 1, 2025 with the remaining 50% vesting on April 1, 2027.
F4: Stock Awards granted pursuant to the Berkshire Hills Bancorp, Inc. 2022 Equity Compensation Plan vest in three equal annual installments commencing on July 1, 2025.
F5: Since the reporting person's last report, 1,099 shares previously held through Stock Award II, 1,632 shares previously held through Stock Award III, 2,435 shares previously held through Stock Award IV and 2,926 shares previously held through Stock Award V have vested and are now owned directly.
F6: Reflects transactions not required to be reported pursuant to Section 16 of the Securities Exchange Act of 1934, as amended.
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 |
|---|---|---|---|---|---|---|
| August 29, 2025 Filed Sep 3, 2025 15:03 UTC | Beacon Financial Corp BBT · Entity 649 | Tax withholdingCommon Stock | 2,376 | $26.13 | $62,084.88 |
DisclosureSEC source: 0001437749-25-028220 · rdgdoc.xml · nonDerivative · entry 1 Brbovic Brett · CIK 0001951144 · EVP and CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 16,512 F5 · balance_after: Since the reporting person's last report, 1,099 shares previously held through Stock Award II, 1,632 shares previously held through Stock Award III, 2,435 shares previously held through Stock Award IV and 2,926 shares previously held through Stock Award V have vested and are now owned directly. Read SEC document |
| July 01, 2025 Filed Jul 2, 2025 18:08 UTC | Beacon Financial Corp BHLB · Entity 649 | Tax withholdingCommon Stock | 430 | $26.05 | $11,201.50 |
DisclosureSEC source: 0001437749-25-021927 · rdgdoc.xml · nonDerivative · entry 1 Brbovic Brett · CIK 0001951144 · EVP and CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 10,796 F5 · balance_after: Since the reporting person's last report, 1,462 shares previously held through Stock Award V have vested and are now owned directly. Read SEC document |
| April 01, 2025 Filed Apr 3, 2025 19:32 UTC | Beacon Financial Corp BHLB · Entity 649 | Tax withholdingCommon Stock | 480 | $26.09 | $12,523.20 |
DisclosureSEC source: 0001437749-25-010874 · rdgdoc.xml · nonDerivative · entry 1 Brbovic Brett · CIK 0001951144 · EVP and CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 9,764 F6 · balance_after: Since the reporting person's last report, 741 shares previously held through Stock Award I, 406 shares previously held through Stock Award III, 487 shares previously held through Stock Award IV have vested and are now owned directly. Read SEC document |
| January 30, 2025 Filed Feb 3, 2025 18:06 UTC | Beacon Financial Corp BHLB · Entity 649 | Tax withholdingCommon Stock | 97 | $29.13 | $2,825.61 |
DisclosureSEC source: 0001437749-25-002523 · rdgdoc.xml · nonDerivative · entry 1 Brbovic Brett · CIK 0001951144 · EVP and CFO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 8,610 F6 · balance_after: Since the reporting person's last report, 274 shares previously held through Stock Award II have vested and are now owned directly. Read SEC document |
| April 01, 2023 Filed Apr 5, 2023 00:06 UTC | Beacon Financial Corp BHLB · Entity 649 | GrantCommon Stock | 2,445 | $0.00 | $0.00 |
DisclosureSEC source: 0001437749-23-009399 · rdgdoc.xml · nonDerivative · entry 2 Brbovic Brett · CIK 0001951144 · Sr Managing Dir and CAO 10b5-1 filing: No plan indicated Ownership: Indirect · By Stock Award VI Disclosed balance after: 2,445 F6 · ownership.nature: Stock Awards granted pursuant to the Berkshire Hills Bancorp, Inc. 2022 Equity Compensation Plan vest 50% in three equal annual installments commencing on April 1, 2024 with the remaining 50% vesting on April 1, 2026. Read SEC document |
| April 01, 2023 Filed Apr 5, 2023 00:06 UTC | Beacon Financial Corp BHLB · Entity 649 | Tax withholdingCommon Stock | 148 | $25.06 | $3,708.88 |
DisclosureSEC source: 0001437749-23-009399 · rdgdoc.xml · nonDerivative · entry 1 Brbovic Brett · CIK 0001951144 · Sr Managing Dir and CAO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,498 F8 · balance_after: Since the reporting person's last report, 185 shares previously held through Stock Award II and 238 shares previously held through Stock Award IV have vested and are now owned directly. Read SEC document |
| January 30, 2023 Filed Feb 1, 2023 18:28 UTC | Beacon Financial Corp BHLB · Entity 649 | GrantCommon Stock | 1,647 | $0.00 | $0.00 |
DisclosureSEC source: 0001567619-23-001607 · doc1.xml · nonDerivative · entry 1 Brbovic Brett · CIK 0001951144 · Interim CFO 10b5-1 filing: Not disclosed Ownership: Indirect · By Stock Award V Disclosed balance after: 1,647 F5 · ownership.nature: Stock Awards granted pursuant to the Berkshire Hills Bancorp, Inc. 2022 Equity Compensation Plan Stock Awards vest 50% in three equal annual installments commencing on January 30, 2024 with the remaining 50% vesting on January 30, 2026. 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.