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 | 23,377 |
Last balance in matching sequence
After 2025-08-29 transaction · row 2
Source-order balances reconcile. Account continuity and personal attribution are not independently verified.
2 source rowsRow 1 · 2025-08-29 · Grant · Acquired 6,992 · Balance 26,136 F4: On January 30, 2023 the reporting person was granted 3,162 shares of restricted stock subject to a three-year cliff vesting schedule and subject to the satisfaction of certain performance criteria. The shares vested at 100% of target, resulting in the vesting of 3,162 shares of restricted stock, and were transferred to the executive on August 29, 2025. F5: On January 30, 2024 the reporting person was granted 3,830 shares of restricted stock subject to a three-year cliff vesting schedule and subject to the satisfaction of certain performance criteria. The shares vested at 100% of target, resulting in the vesting of 3,830 shares of restricted stock, and were transferred to the executive on August 29, 2025. F3: Since the reporting person's last report, 703 shares previously held through Stock Award VII and 1,703 shares previously held through Stock Award VIII have vested and are now owned directly. Row 2 · 2025-08-29 · Tax withholding · Disposed 2,759 · Balance 23,377 F3: Since the reporting person's last report, 703 shares previously held through Stock Award VII and 1,703 shares previously held through Stock Award VIII have vested and are now owned directly. |
| Common StockSEC Table I · non-derivative | IndirectBy Stock Award VIII | 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 F3: Since the reporting person's last report, 703 shares previously held through Stock Award VII and 1,703 shares previously held through Stock Award VIII have vested and are now owned directly. F2: Stock Awards granted pursuant to the Berkshire Hills Bancorp, Inc. 2022 Equity Compensation Plan vest in three equal annual installments beginning on January 30, 2025. |
| Common StockSEC Table I · non-derivative | IndirectBy Stock Award VII | 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 F3: Since the reporting person's last report, 703 shares previously held through Stock Award VII and 1,703 shares previously held through Stock Award VIII have vested and are now owned directly. F1: Stock Awards granted pursuant to the Berkshire Hills Bancorp, Inc. 2022 Equity Compensation Plan vest in three equal annual installments beginning on January 30, 2024. |
| Common StockSEC Table I · non-derivative | IndirectBy 401(k) | 13,433 |
Reported balance
Holding disclosure · report date 2025-08-29 · row 5
Holding and transaction disclosures are not merged.
1 source rowRow 5 · Balance 13,433 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 vest in three equal annual installments beginning on January 30, 2024.
F2: Stock Awards granted pursuant to the Berkshire Hills Bancorp, Inc. 2022 Equity Compensation Plan vest in three equal annual installments beginning on January 30, 2025.
F3: Since the reporting person's last report, 703 shares previously held through Stock Award VII and 1,703 shares previously held through Stock Award VIII have vested and are now owned directly.
F4: On January 30, 2023 the reporting person was granted 3,162 shares of restricted stock subject to a three-year cliff vesting schedule and subject to the satisfaction of certain performance criteria. The shares vested at 100% of target, resulting in the vesting of 3,162 shares of restricted stock, and were transferred to the executive on August 29, 2025.
F5: On January 30, 2024 the reporting person was granted 3,830 shares of restricted stock subject to a three-year cliff vesting schedule and subject to the satisfaction of certain performance criteria. The shares vested at 100% of target, resulting in the vesting of 3,830 shares of restricted stock, and were transferred to the executive on August 29, 2025.
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 15:04 UTC | Beacon Financial Corp BBT · Entity 649 | Tax withholdingCommon Stock | 2,759 | $26.13 | $72,092.67 |
DisclosureSEC source: 0001437749-25-028221 · rdgdoc.xml · nonDerivative · entry 2 Lindenmuth Gregory D · CIK 0001689797 · EVP and Chief Risk Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 23,377 F3 · balance_after: Since the reporting person's last report, 703 shares previously held through Stock Award VII and 1,703 shares previously held through Stock Award VIII have vested and are now owned directly. Read SEC document |
| August 29, 2025 Filed Sep 3, 2025 15:04 UTC | Beacon Financial Corp BBT · Entity 649 | GrantCommon Stock | 6,992 | $0.00 | $0.00 |
DisclosureSEC source: 0001437749-25-028221 · rdgdoc.xml · nonDerivative · entry 1 Lindenmuth Gregory D · CIK 0001689797 · EVP and Chief Risk Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 26,136 F4 · shares: On January 30, 2023 the reporting person was granted 3,162 shares of restricted stock subject to a three-year cliff vesting schedule and subject to the satisfaction of certain performance criteria. The shares vested at 100% of target, resulting in the vesting of 3,162 shares of restricted stock, and were transferred to the executive on August 29, 2025. F5 · shares: On January 30, 2024 the reporting person was granted 3,830 shares of restricted stock subject to a three-year cliff vesting schedule and subject to the satisfaction of certain performance criteria. The shares vested at 100% of target, resulting in the vesting of 3,830 shares of restricted stock, and were transferred to the executive on August 29, 2025. F3 · balance_after: Since the reporting person's last report, 703 shares previously held through Stock Award VII and 1,703 shares previously held through Stock Award VIII have vested and are now owned directly. Read SEC document |
| March 03, 2025 Filed Mar 5, 2025 20:06 UTC | Beacon Financial Corp BHLB · Entity 649 | Tax withholdingCommon Stock | 568 | $28.11 | $15,966.48 |
DisclosureSEC source: 0001437749-25-006269 · rdgdoc.xml · nonDerivative · entry 2 Lindenmuth Gregory D · CIK 0001689797 · EVP and Chief Risk Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 16,738 Read SEC document |
| March 03, 2025 Filed Mar 5, 2025 20:06 UTC | Beacon Financial Corp BHLB · Entity 649 | GrantCommon Stock | 1,934 | $0.00 | $0.00 |
DisclosureSEC source: 0001437749-25-006269 · rdgdoc.xml · nonDerivative · entry 1 Lindenmuth Gregory D · CIK 0001689797 · EVP and Chief Risk Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 17,306 F3 · shares: On January 30, 2022 the reporting person was granted 3,436 shares of restricted stock subject to a three-year cliff vesting schedule and subject to the satisfaction of certain performance criteria. The shares vested at 56.3% of target, resulting in the vesting of 1,934 shares of restricted stock, and were transferred to the executive on March 3, 2025. Read SEC document |
| January 30, 2025 Filed Feb 3, 2025 17:58 UTC | Beacon Financial Corp BHLB · Entity 649 | Tax withholdingCommon Stock | 814 | $29.13 | $23,711.82 |
DisclosureSEC source: 0001437749-25-002510 · rdgdoc.xml · nonDerivative · entry 1 Lindenmuth Gregory D · CIK 0001689797 · EVP and Chief Risk Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 15,372 F4 · balance_after: Since the reporting person's last report, 764 shares previously held through Stock Award VI, 703 shares previously held through Stock Award VII and 851 shares previously held through Stock Award VIII, have vested and are now owned directly. Read SEC document |
| February 06, 2024 Filed Feb 7, 2024 23:10 UTC | Beacon Financial Corp BHLB · Entity 649 | Tax withholdingCommon Stock | 1,892 | $22.32 | $42,229.44 |
DisclosureSEC source: 0001437749-24-003400 · rdgdoc.xml · nonDerivative · entry 2 Lindenmuth Gregory D · CIK 0001689797 · EVP and Chief Risk Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 13,868 Read SEC document |
| February 06, 2024 Filed Feb 7, 2024 23:10 UTC | Beacon Financial Corp BHLB · Entity 649 | GrantCommon Stock | 5,408 | $0.00 | $0.00 |
DisclosureSEC source: 0001437749-24-003400 · rdgdoc.xml · nonDerivative · entry 1 Lindenmuth Gregory D · CIK 0001689797 · EVP and Chief Risk Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 15,760 F5 · shares: On January 30, 2021 the reporting person was granted 4,342 shares of restricted stock subject to a three-year cliff vesting schedule and subject to the satisfaction of certain performance criteria. The shares vested at 124.54% of target, resulting in the vesting of 5,408 shares of restricted stock, and were transferred to the executive on February 6, 2024. Read SEC document |
| January 30, 2024 Filed Feb 1, 2024 15:23 UTC | Beacon Financial Corp BHLB · Entity 649 | GrantCommon Stock | 2,554 | $0.00 | $0.00 |
DisclosureSEC source: 0001437749-24-002771 · rdgdoc.xml · nonDerivative · entry 2 Lindenmuth Gregory D · CIK 0001689797 · EVP and Chief Risk Officer 10b5-1 filing: No plan indicated Ownership: Indirect · By Stock Award VIII Disclosed balance after: 2,554 F4 · ownership.nature: Stock Awards granted pursuant to the Berkshire Hills Bancorp, Inc. 2022 Equity Compensation Plan vest in three equal annual installments beginning on January 30, 2025. Read SEC document |
| January 30, 2024 Filed Feb 1, 2024 15:23 UTC | Beacon Financial Corp BHLB · Entity 649 | Tax withholdingCommon Stock | 855 | $25.05 | $21,417.75 |
DisclosureSEC source: 0001437749-24-002771 · rdgdoc.xml · nonDerivative · entry 1 Lindenmuth Gregory D · CIK 0001689797 · EVP and Chief Risk Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 10,352 F6 · balance_after: Since the reporting person's last report, 966 shares previously held through Stock Award V, 764 shares previously held through Stock Award VI and 703 shares previously held through Stock Award VII have vested and are now owned directly. Read SEC document |
| January 30, 2023 Filed Feb 1, 2023 18:35 UTC | Beacon Financial Corp BHLB · Entity 649 | GrantCommon Stock | 2,109 | $0.00 | $0.00 |
DisclosureSEC source: 0001567619-23-001617 · doc1.xml · nonDerivative · entry 2 Lindenmuth Gregory D · CIK 0001689797 · EVP and Chief Risk Officer 10b5-1 filing: Not disclosed Ownership: Indirect · By Stock Award VII Disclosed balance after: 2,109 F4 · ownership.nature: Stock Awards granted pursuant to the Berkshire Hills Bancorp, Inc. 2022 Equity Compensation Plan vest in three equal annual installments beginning on January 30, 2024. Read SEC document |
| January 30, 2023 Filed Feb 1, 2023 18:35 UTC | Beacon Financial Corp BHLB · Entity 649 | Tax withholdingCommon Stock | 861 | $30.36 | $26,139.96 |
DisclosureSEC source: 0001567619-23-001617 · doc1.xml · nonDerivative · entry 1 Lindenmuth Gregory D · CIK 0001689797 · EVP and Chief Risk Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,774 F6 · balance_after: Since the reporting person's last report, 733 shares previously held through Stock Award IV, 965 shares previously held through Stock Award V and 763 shares previously held through Stock Award VI have vested and are now owned directly. Read SEC document |
| January 30, 2022 Filed Feb 1, 2022 21:45 UTC | Beacon Financial Corp BHLB · Entity 649 | GrantCommon Stock | 2,291 | $0.00 | $0.00 |
DisclosureSEC source: 0001567619-22-002252 · doc1.xml · nonDerivative · entry 2 Lindenmuth Gregory D · CIK 0001689797 · EVP and Chief Risk Officer 10b5-1 filing: Not disclosed Ownership: Indirect · By Stock Award VI Disclosed balance after: 2,291 F4 · ownership.nature: Stock Awards granted pursuant to the Berkshire Hills Bancorp, Inc. 2018 Equity Compensation Plan vest in three equal annual installments beginning on January 30, 2023. Read SEC document |
| January 30, 2022 Filed Feb 1, 2022 21:45 UTC | Beacon Financial Corp BHLB · Entity 649 | Tax withholdingCommon Stock | 696 | $28.92 | $20,128.32 |
DisclosureSEC source: 0001567619-22-002252 · doc1.xml · nonDerivative · entry 1 Lindenmuth Gregory D · CIK 0001689797 · EVP and Chief Risk Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,174 F6 · balance_after: Since the reporting person's last report, 716 shares previously held through Stock Award III, 734 shares previously held through Stock Award IV and 965 shares previously held through Stock Award V have vested and are now owned directly. Read SEC document |
| January 30, 2021 Filed Feb 2, 2021 20:14 UTC | Beacon Financial Corp BHLB · Entity 649 | GrantCommon Stock | 2,896 | $0.00 | $0.00 |
DisclosureSEC source: 0001567619-21-001985 · doc1.xml · nonDerivative · entry 1 Lindenmuth Gregory D · CIK 0001689797 · EVP and Chief Risk Officer 10b5-1 filing: Not disclosed Ownership: Indirect · By Stock Award V Disclosed balance after: 2,896 F4 · ownership.nature: Stock Awards granted pursuant to the Berkshire Hills Bancorp, Inc. 2018 Equity Compensation Plan vest in three equal annual installments beginning on January 30, 2022. Read SEC document |
| January 30, 2020 Filed Feb 3, 2020 20:33 UTC | Beacon Financial Corp BHLB · Entity 649 | GrantCommon Stock | 2,201 | $0.00 | $0.00 |
DisclosureSEC source: 0001567619-20-001906 · doc1.xml · nonDerivative · entry 2 Lindenmuth Gregory D · CIK 0001689797 · EVP and Chief Risk Officer 10b5-1 filing: Not disclosed Ownership: Indirect · By Stock Award IV Disclosed balance after: 2,201 F4 · ownership.nature: Stock Awards granted pursuant to the Berkshire Hills Bancorp, Inc. 2018 Equity Compensation Plan vest in three equal annual installments beginning on January 30, 2021. Read SEC document |
| January 30, 2020 Filed Feb 3, 2020 20:33 UTC | Beacon Financial Corp BHLB · Entity 649 | Tax withholdingCommon Stock | 1,143 | $29.09 | $33,249.87 |
DisclosureSEC source: 0001567619-20-001906 · doc1.xml · nonDerivative · entry 1 Lindenmuth Gregory D · CIK 0001689797 · EVP and Chief Risk Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,672 F5 · balance_after: Reflects transactions not required to be reported pursuant to Section 16 of the Securities Exchange Act of 1934, as amended. F6 · balance_after: Since the reporting person's last report, 2,250 shares previously held through Stock Award I, 332 shares previously held through Stock Award II and 717 shares previously held through Stock Award III have vested and are now owned directly. Read SEC document |
| January 30, 2019 Filed Jan 31, 2019 21:04 UTC | Beacon Financial Corp BHLB · Entity 649 | GrantCommon Stock | 2,150 | $0.00 | $0.00 |
DisclosureSEC source: 0001567619-19-002013 · doc1.xml · nonDerivative · entry 1 Lindenmuth Gregory D · CIK 0001689797 · EVP and Chief Risk Officer 10b5-1 filing: Not disclosed Ownership: Indirect · By Stock Award III Disclosed balance after: 2,150 F3 · ownership.nature: Stock Awards granted pursuant to the Berkshire Hills Bancorp, Inc. 2013 Equity Compensation Plan vest in three equal annual installments beginning on January 30, 2020. Read SEC document |
| December 18, 2018 Filed Dec 19, 2018 21:24 UTC | Beacon Financial Corp BHLB · Entity 649 | OtherCommon Stock | 847 | $27.53 | $23,317.91 |
DisclosureSEC source: 0001567619-18-008373 · doc1.xml · nonDerivative · entry 1 Lindenmuth Gregory D · CIK 0001689797 · EVP and Chief Risk Officer 10b5-1 filing: Not disclosed Ownership: Indirect · By 401(k) Disclosed balance after: 847 Read SEC document |
| January 30, 2018 Filed Feb 1, 2018 19:38 UTC | Beacon Financial Corp BHLB · Entity 649 | GrantCommon Stock | 996 | $0.00 | $0.00 |
DisclosureSEC source: 0001140361-18-004394 · doc1.xml · nonDerivative · entry 1 Lindenmuth Gregory D · CIK 0001689797 · EVP and Chief Risk Officer 10b5-1 filing: Not disclosed Ownership: Indirect · By Stock Award II Disclosed balance after: 996 F2 · ownership.nature: Stock Awards granted pursuant to the Berkshire Hills Bancorp, Inc. 2013 Equity Compensation Plan vest in three equal annual installments beginning on January 30, 2019. Read SEC document |
| January 30, 2017 Filed Feb 1, 2017 22:42 UTC | Beacon Financial Corp BHLB · Entity 649 | GrantCommon Stock | 3,376 | $0.00 | $0.00 |
DisclosureSEC source: 0001140361-17-004014 · doc1.xml · nonDerivative · entry 1 Lindenmuth Gregory D · CIK 0001689797 · EVP and Chief Risk Officer 10b5-1 filing: Not disclosed Ownership: Indirect · By Stock Award I Disclosed balance after: 3,376 F1 · ownership.nature: Stock Awards granted pursuant to the Berkshire Hills Bancorp, Inc. 2013 Equity Compensation Plan vest 50% in three equal annual installments commencing on January 30, 2018 with the remaining 50% vesting on January 30, 2020. 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.