Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| WEBSTER FINANCIAL CORPWBS · Entity 21047 | EVP-Community Banking | March 02, 2020 | March 04, 2020 |
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.
WEBSTER FINANCIAL CORP
Report date March 02, 2020 · Filed March 04, 2020
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 49,766 |
Ending reported balance
After 2020-03-02 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2020-03-02 · Grant · Acquired 3,823 · Balance 49,914 Row 2 · 2020-03-02 · Tax withholding · Disposed 148 · Balance 49,766 |
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 | 128,831 |
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 38,327 · Balance 153,738 F4: On January 30, 2023 the reporting person was granted 17,327 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 17,327 shares of restricted stock, and were transferred to the executive on August 29, 2025. F5: On January 30, 2024 the reporting person was granted 21,000 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 21,000 shares of restricted stock, and were transferred to the executive on August 29, 2025. F3: Since the reporting person's last report, 3,851 shares previously held through Stock Award III and 9,334 shares previously held through Stock Award IV have vested and are now owned directly. Row 2 · 2025-08-29 · Tax withholding · Disposed 24,907 · Balance 128,831 F3: Since the reporting person's last report, 3,851 shares previously held through Stock Award III and 9,334 shares previously held through Stock Award IV have vested and are now owned directly. |
| 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 F3: Since the reporting person's last report, 3,851 shares previously held through Stock Award III and 9,334 shares previously held through Stock Award IV 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 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 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. |
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, 3,851 shares previously held through Stock Award III and 9,334 shares previously held through Stock Award IV have vested and are now owned directly.
F4: On January 30, 2023 the reporting person was granted 17,327 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 17,327 shares of restricted stock, and were transferred to the executive on August 29, 2025.
F5: On January 30, 2024 the reporting person was granted 21,000 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 21,000 shares of restricted stock, and were transferred to the executive on August 29, 2025.
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 |
|---|---|---|---|---|---|---|
| February 22, 2018 Filed Feb 23, 2018 22:14 UTC | WEBSTER FINANCIAL CORP WBS · Entity 21047 | Tax withholdingCommon Stock | 180 | $57.75 | $10,395.00 |
DisclosureSEC source: 0000801337-18-000028 · edgar.xml · nonDerivative · entry 1 Mhatre Nitin J. · CIK 0001457529 · EVP-Community Banking 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 30,984 Read SEC document |
| August 02, 2017 Filed Aug 3, 2017 19:30 UTC | WEBSTER FINANCIAL CORP WBS · Entity 21047 | Exercise / conversionStock Option · Derivative | 19,984 | $0.00 Strike: $12.85 | $0.00 |
DisclosureSEC source: 0000801337-17-000114 · edgar.xml · derivative · entry 4 Mhatre Nitin J. · CIK 0001457529 · EVP-Community Banking 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 19,984 shares Expires 2018-12-16 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: 4 yr. incremental vesting - 25% vests each year for 4 years. Read SEC document |
| August 02, 2017 Filed Aug 3, 2017 19:30 UTC | WEBSTER FINANCIAL CORP WBS · Entity 21047 | SaleCommon Stock | 11,940 | $51.28 | $612,274.84 |
DisclosureSEC source: 0000801337-17-000114 · edgar.xml · nonDerivative · entry 3 Mhatre Nitin J. · CIK 0001457529 · EVP-Community Banking 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 31,164 F1 · price: The reporting person sold 11,940 shares of Webster Common Stock at prices ranging from $51.26 to $51.38. Full information regarding the number of shares sold at each separate price will be provided upon request. Read SEC document |
| August 02, 2017 Filed Aug 3, 2017 19:30 UTC | WEBSTER FINANCIAL CORP WBS · Entity 21047 | Exercise / conversionCommon Stock | 19,984 | $12.85 | $256,794.40 |
DisclosureSEC source: 0000801337-17-000114 · edgar.xml · nonDerivative · entry 2 Mhatre Nitin J. · CIK 0001457529 · EVP-Community Banking 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 43,104 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 02, 2017 Filed Aug 3, 2017 19:30 UTC | WEBSTER FINANCIAL CORP WBS · Entity 21047 | SaleCommon Stock | 20,000 | $51.38 | $1,027,600.00 |
DisclosureSEC source: 0000801337-17-000114 · edgar.xml · nonDerivative · entry 1 Mhatre Nitin J. · CIK 0001457529 · EVP-Community Banking 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 23,120 Read SEC document |
| February 25, 2017 Filed Feb 28, 2017 21:02 UTC | WEBSTER FINANCIAL CORP WBS · Entity 21047 | Tax withholdingCommon Stock | 257 | $55.19 | $14,183.83 |
DisclosureSEC source: 0000801337-17-000061 · edgar.xml · nonDerivative · entry 2 Mhatre Nitin J. · CIK 0001457529 · EVP-Community Banking 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 43,120 Read SEC document |
| February 24, 2017 Filed Feb 28, 2017 21:02 UTC | WEBSTER FINANCIAL CORP WBS · Entity 21047 | Tax withholdingCommon Stock | 265 | $55.86 | $14,802.90 |
DisclosureSEC source: 0000801337-17-000061 · edgar.xml · nonDerivative · entry 1 Mhatre Nitin J. · CIK 0001457529 · EVP-Community Banking 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 43,377 Read SEC document |
| February 22, 2017 Filed Feb 24, 2017 19:44 UTC | WEBSTER FINANCIAL CORP WBS · Entity 21047 | GrantCommon Stock | 1,474 | $0.00 | $0.00 |
DisclosureSEC source: 0000801337-17-000047 · edgar.xml · nonDerivative · entry 3 Mhatre Nitin J. · CIK 0001457529 · EVP-Community Banking 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 43,642 Read SEC document |
| February 22, 2017 Filed Feb 24, 2017 19:44 UTC | WEBSTER FINANCIAL CORP WBS · Entity 21047 | Tax withholdingCommon Stock | 2,864 | $56.03 | $160,469.92 |
DisclosureSEC source: 0000801337-17-000047 · edgar.xml · nonDerivative · entry 2 Mhatre Nitin J. · CIK 0001457529 · EVP-Community Banking 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 42,168 Read SEC document |
| February 22, 2017 Filed Feb 24, 2017 19:44 UTC | WEBSTER FINANCIAL CORP WBS · Entity 21047 | GrantCommon Stock | 8,291 | $56.03 | $464,544.73 |
DisclosureSEC source: 0000801337-17-000047 · edgar.xml · nonDerivative · entry 1 Mhatre Nitin J. · CIK 0001457529 · EVP-Community Banking 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 45,032 F1 · shares: Performance shares earned and certified on February 22, 2017. Read SEC document |
| February 19, 2017 Filed Feb 22, 2017 22:30 UTC | WEBSTER FINANCIAL CORP WBS · Entity 21047 | Tax withholdingCommon Stock | 296 | $55.88 | $16,540.48 |
DisclosureSEC source: 0000801337-17-000034 · edgar.xml · nonDerivative · entry 1 Mhatre Nitin J. · CIK 0001457529 · EVP-Community Banking 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 36,741 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.