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 | 26,924 |
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 1,388 · Balance 26,924 F4: Since the reporting person's last report, 769 shares previously held through Stock Award III, 1,938 shares previously held through Stock Award IV and 2,019 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 F4: Since the reporting person's last report, 769 shares previously held through Stock Award III, 1,938 shares previously held through Stock Award IV and 2,019 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 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 F4: Since the reporting person's last report, 769 shares previously held through Stock Award III, 1,938 shares previously held through Stock Award IV and 2,019 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 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 F4: Since the reporting person's last report, 769 shares previously held through Stock Award III, 1,938 shares previously held through Stock Award IV and 2,019 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. |
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: Since the reporting person's last report, 769 shares previously held through Stock Award III, 1,938 shares previously held through Stock Award IV and 2,019 shares previously held through Stock Award V have vested and are now owned directly.
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 |
|---|---|---|---|---|---|---|
| May 03, 2021 Filed May 5, 2021 16:59 UTC | Beacon Financial Corp BHLB · Entity 649 | PurchaseCommon Stock | 100 | $22.71 | $2,271.00 |
DisclosureSEC source: 0001567619-21-009067 · doc1.xml · nonDerivative · entry 13 Conn Kevin · CIK 0001854562 · SVP, Investors & Corp. Devel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,031 Read SEC document |
| May 03, 2021 Filed May 5, 2021 16:59 UTC | Beacon Financial Corp BHLB · Entity 649 | PurchaseCommon Stock | 100 | $22.70 | $2,270.00 |
DisclosureSEC source: 0001567619-21-009067 · doc1.xml · nonDerivative · entry 12 Conn Kevin · CIK 0001854562 · SVP, Investors & Corp. Devel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,931 Read SEC document |
| May 03, 2021 Filed May 5, 2021 16:59 UTC | Beacon Financial Corp BHLB · Entity 649 | PurchaseCommon Stock | 76 | $22.67 | $1,722.92 |
DisclosureSEC source: 0001567619-21-009067 · doc1.xml · nonDerivative · entry 11 Conn Kevin · CIK 0001854562 · SVP, Investors & Corp. Devel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,831 Read SEC document |
| May 03, 2021 Filed May 5, 2021 16:59 UTC | Beacon Financial Corp BHLB · Entity 649 | PurchaseCommon Stock | 100 | $22.66 | $2,266.00 |
DisclosureSEC source: 0001567619-21-009067 · doc1.xml · nonDerivative · entry 10 Conn Kevin · CIK 0001854562 · SVP, Investors & Corp. Devel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,755 Read SEC document |
| May 03, 2021 Filed May 5, 2021 16:59 UTC | Beacon Financial Corp BHLB · Entity 649 | PurchaseCommon Stock | 100 | $22.64 | $2,264.00 |
DisclosureSEC source: 0001567619-21-009067 · doc1.xml · nonDerivative · entry 9 Conn Kevin · CIK 0001854562 · SVP, Investors & Corp. Devel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,655 Read SEC document |
| May 03, 2021 Filed May 5, 2021 16:59 UTC | Beacon Financial Corp BHLB · Entity 649 | PurchaseCommon Stock | 200 | $22.63 | $4,526.00 |
DisclosureSEC source: 0001567619-21-009067 · doc1.xml · nonDerivative · entry 8 Conn Kevin · CIK 0001854562 · SVP, Investors & Corp. Devel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,555 Read SEC document |
| May 03, 2021 Filed May 5, 2021 16:59 UTC | Beacon Financial Corp BHLB · Entity 649 | PurchaseCommon Stock | 90 | $22.60 | $2,034.00 |
DisclosureSEC source: 0001567619-21-009067 · doc1.xml · nonDerivative · entry 7 Conn Kevin · CIK 0001854562 · SVP, Investors & Corp. Devel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,355 Read SEC document |
| May 03, 2021 Filed May 5, 2021 16:59 UTC | Beacon Financial Corp BHLB · Entity 649 | PurchaseCommon Stock | 100 | $22.60 | $2,259.50 |
DisclosureSEC source: 0001567619-21-009067 · doc1.xml · nonDerivative · entry 6 Conn Kevin · CIK 0001854562 · SVP, Investors & Corp. Devel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,265 Read SEC document |
| May 03, 2021 Filed May 5, 2021 16:59 UTC | Beacon Financial Corp BHLB · Entity 649 | PurchaseCommon Stock | 210 | $22.59 | $4,743.90 |
DisclosureSEC source: 0001567619-21-009067 · doc1.xml · nonDerivative · entry 5 Conn Kevin · CIK 0001854562 · SVP, Investors & Corp. Devel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,165 Read SEC document |
| May 03, 2021 Filed May 5, 2021 16:59 UTC | Beacon Financial Corp BHLB · Entity 649 | PurchaseCommon Stock | 1,438 | $22.58 | $32,470.04 |
DisclosureSEC source: 0001567619-21-009067 · doc1.xml · nonDerivative · entry 4 Conn Kevin · CIK 0001854562 · SVP, Investors & Corp. Devel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,955 Read SEC document |
| May 03, 2021 Filed May 5, 2021 16:59 UTC | Beacon Financial Corp BHLB · Entity 649 | PurchaseCommon Stock | 317 | $22.56 | $7,151.52 |
DisclosureSEC source: 0001567619-21-009067 · doc1.xml · nonDerivative · entry 3 Conn Kevin · CIK 0001854562 · SVP, Investors & Corp. Devel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 517 Read SEC document |
| May 03, 2021 Filed May 5, 2021 16:59 UTC | Beacon Financial Corp BHLB · Entity 649 | PurchaseCommon Stock | 100 | $22.55 | $2,255.00 |
DisclosureSEC source: 0001567619-21-009067 · doc1.xml · nonDerivative · entry 2 Conn Kevin · CIK 0001854562 · SVP, Investors & Corp. Devel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 200 Read SEC document |
| May 03, 2021 Filed May 5, 2021 16:59 UTC | Beacon Financial Corp BHLB · Entity 649 | PurchaseCommon Stock | 100 | $22.53 | $2,253.00 |
DisclosureSEC source: 0001567619-21-009067 · doc1.xml · nonDerivative · entry 1 Conn Kevin · CIK 0001854562 · SVP, Investors & Corp. Devel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 100 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.