Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Beacon Financial CorpBBT · Entity 649 | General Counsel and Corp Sec | August 29, 2025 | September 03, 2025 |
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.
Beacon Financial Corp
Report date August 29, 2025 · Filed September 03, 2025
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 28,584 |
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 · Grant · Acquired 5,902 · Balance 28,584 F4: On January 30, 2023 the reporting person was granted 2,668 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 2,668 shares of restricted stock, and were transferred to the executive on August 29, 2025. F5: On January 30, 2024 the reporting person was granted 3,234 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 3,234 shares of restricted stock, and were transferred to the executive on August 29, 2025. F3: Since the reporting person's last report, 593 shares previously held through Stock Award VIII and 1,438 shares previously held through Stock Award IX have vested and are now owned directly. |
| Common StockSEC Table I · non-derivative | IndirectBy Stock Award IX | 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 F3: Since the reporting person's last report, 593 shares previously held through Stock Award VIII and 1,438 shares previously held through Stock Award IX 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 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, 593 shares previously held through Stock Award VIII and 1,438 shares previously held through Stock Award IX 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) | 2,644 |
Reported balance
Holding disclosure · report date 2025-08-29 · row 4
Holding and transaction disclosures are not merged.
1 source rowRow 4 · Balance 2,644 F6: Reflects transactions not required to be reported pursuant to Section 16 of the Securities Exchange Act of 1934, as amended. |
| Common StockSEC Table I · non-derivative | IndirectBy IRA | 1,310 |
Reported balance
Holding disclosure · report date 2025-08-29 · row 5
Holding and transaction disclosures are not merged.
1 source rowRow 5 · Balance 1,310 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, 593 shares previously held through Stock Award VIII and 1,438 shares previously held through Stock Award IX have vested and are now owned directly.
F4: On January 30, 2023 the reporting person was granted 2,668 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 2,668 shares of restricted stock, and were transferred to the executive on August 29, 2025.
F5: On January 30, 2024 the reporting person was granted 3,234 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 3,234 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 15:10 UTC | Beacon Financial Corp BBT · Entity 649 | GrantCommon Stock | 5,902 | $0.00 | $0.00 |
DisclosureSEC source: 0001437749-25-028225 · rdgdoc.xml · nonDerivative · entry 1 Prescott Wm Gordon · CIK 0001757640 · General Counsel and Corp Sec 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 28,584 F4 · shares: On January 30, 2023 the reporting person was granted 2,668 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 2,668 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 3,234 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 3,234 shares of restricted stock, and were transferred to the executive on August 29, 2025. F3 · balance_after: Since the reporting person's last report, 593 shares previously held through Stock Award VIII and 1,438 shares previously held through Stock Award IX have vested and are now owned directly. Read SEC document |
| March 03, 2025 Filed Mar 5, 2025 20:04 UTC | Beacon Financial Corp BHLB · Entity 649 | GrantCommon Stock | 1,323 | $0.00 | $0.00 |
DisclosureSEC source: 0001437749-25-006267 · rdgdoc.xml · nonDerivative · entry 1 Prescott Wm Gordon · CIK 0001757640 · EVP and General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 20,651 F3 · shares: On January 30, 2022 the reporting person was granted 2,350 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 1,323 shares of restricted stock, and were transferred to the executive on March 3, 2025. Read SEC document |
| January 30, 2025 Filed Feb 3, 2025 17:59 UTC | Beacon Financial Corp BHLB · Entity 649 | Tax withholdingCommon Stock | 644 | $29.13 | $18,759.72 |
DisclosureSEC source: 0001437749-25-002514 · rdgdoc.xml · nonDerivative · entry 1 Prescott Wm Gordon · CIK 0001757640 · EVP and General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 19,328 F4 · balance_after: Since the reporting person's last report, 523 shares previously held through Stock Award VII, 593 shares previously held through Stock Award VIII and 718 shares previously held through Stock Award IX, have vested and are now owned directly. Read SEC document |
| February 06, 2024 Filed Feb 7, 2024 23:12 UTC | Beacon Financial Corp BHLB · Entity 649 | GrantCommon Stock | 3,718 | $0.00 | $0.00 |
DisclosureSEC source: 0001437749-24-003402 · rdgdoc.xml · nonDerivative · entry 1 Prescott Wm Gordon · CIK 0001757640 · EVP and General Counsel 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 18,138 F5 · shares: On January 30, 2021 the reporting person was granted 2,985 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 3,718 shares of restricted stock, and were transferred to the executive on February 6, 2024. Read SEC document |
| January 30, 2024 Filed Feb 1, 2024 15:25 UTC | Beacon Financial Corp BHLB · Entity 649 | GrantCommon Stock | 2,156 | $0.00 | $0.00 |
DisclosureSEC source: 0001437749-24-002775 · rdgdoc.xml · nonDerivative · entry 1 Prescott Wm Gordon · CIK 0001757640 · EVP and General Counsel 10b5-1 filing: No plan indicated Ownership: Indirect · By Stock Award IX Disclosed balance after: 2,156 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, 2023 Filed Feb 1, 2023 18:37 UTC | Beacon Financial Corp BHLB · Entity 649 | GrantCommon Stock | 1,779 | $0.00 | $0.00 |
DisclosureSEC source: 0001567619-23-001621 · doc1.xml · nonDerivative · entry 1 Prescott Wm Gordon · CIK 0001757640 · EVP and General Counsel 10b5-1 filing: Not disclosed Ownership: Indirect · By Stock Award VIII Disclosed balance after: 1,779 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 |
| May 31, 2022 Filed Jun 1, 2022 21:33 UTC | Beacon Financial Corp BHLB · Entity 649 | PurchaseCommon Stock | 16 | $26.00 | $415.97 |
DisclosureSEC source: 0001567619-22-012023 · doc1.xml · nonDerivative · entry 1 Prescott Wm Gordon · CIK 0001757640 · EVP and General Counsel 10b5-1 filing: Not disclosed Ownership: Indirect · By IRA Disclosed balance after: 1,196 Read SEC document |
| January 30, 2022 Filed Feb 1, 2022 21:46 UTC | Beacon Financial Corp BHLB · Entity 649 | GrantCommon Stock | 1,568 | $0.00 | $0.00 |
DisclosureSEC source: 0001567619-22-002255 · doc1.xml · nonDerivative · entry 1 Prescott Wm Gordon · CIK 0001757640 · EVP and General Counsel 10b5-1 filing: Not disclosed Ownership: Indirect · By Stock Award VII Disclosed balance after: 1,568 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 |
| September 20, 2021 Filed Sep 21, 2021 16:59 UTC | Beacon Financial Corp BHLB · Entity 649 | PurchaseCommon Stock | 10 | $23.70 | $236.98 |
DisclosureSEC source: 0001567619-21-017376 · doc1.xml · nonDerivative · entry 1 Prescott Wm Gordon · CIK 0001757640 · EVP and General Counsel 10b5-1 filing: Not disclosed Ownership: Indirect · By IRA Disclosed balance after: 1,180 Read SEC document |
| May 03, 2021 Filed May 3, 2021 18:03 UTC | Beacon Financial Corp BHLB · Entity 649 | PurchaseCommon Stock | 16 | $22.50 | $359.95 |
DisclosureSEC source: 0001567619-21-008833 · doc1.xml · nonDerivative · entry 1 Prescott Wm Gordon · CIK 0001757640 · EVP and General Counsel 10b5-1 filing: Not disclosed Ownership: Indirect · By IRA Disclosed balance after: 1,170 Read SEC document |
| January 30, 2021 Filed Feb 2, 2021 20:18 UTC | Beacon Financial Corp BHLB · Entity 649 | GrantCommon Stock | 1,991 | $0.00 | $0.00 |
DisclosureSEC source: 0001567619-21-001989 · doc1.xml · nonDerivative · entry 1 Prescott Wm Gordon · CIK 0001757640 · EVP and General Counsel 10b5-1 filing: Not disclosed Ownership: Indirect · By Stock Award VI Disclosed balance after: 1,991 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 |
| September 14, 2020 Filed Sep 14, 2020 16:52 UTC | Beacon Financial Corp BHLB · Entity 649 | PurchaseCommon Stock | 25 | $9.61 | $240.25 |
DisclosureSEC source: 0001567619-20-016661 · doc1.xml · nonDerivative · entry 1 Prescott Wm Gordon · CIK 0001757640 · EVP and General Counsel 10b5-1 filing: Not disclosed Ownership: Indirect · By IRA Disclosed balance after: 1,154 Read SEC document |
| May 07, 2020 Filed May 8, 2020 19:48 UTC | Beacon Financial Corp BHLB · Entity 649 | PurchaseCommon Stock | 41 | $12.08 | $495.28 |
DisclosureSEC source: 0001567619-20-009323 · doc1.xml · nonDerivative · entry 1 Prescott Wm Gordon · CIK 0001757640 · EVP and General Counsel 10b5-1 filing: Not disclosed Ownership: Indirect · By IRA Disclosed balance after: 1,129 Read SEC document |
| January 30, 2020 Filed Feb 3, 2020 20:19 UTC | Beacon Financial Corp BHLB · Entity 649 | GrantCommon Stock | 1,286 | $0.00 | $0.00 |
DisclosureSEC source: 0001567619-20-001889 · doc1.xml · nonDerivative · entry 2 Prescott Wm Gordon · CIK 0001757640 · EVP and General Counsel 10b5-1 filing: Not disclosed Ownership: Indirect · By Stock Award V Disclosed balance after: 1,286 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 20:19 UTC | Beacon Financial Corp BHLB · Entity 649 | Tax withholdingCommon Stock | 198 | $29.09 | $5,759.82 |
DisclosureSEC source: 0001567619-20-001889 · doc1.xml · nonDerivative · entry 1 Prescott Wm Gordon · CIK 0001757640 · EVP and General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,034 F6 · balance_after: Since the reporting person's last report, 573 shares previously held through Stock Award IV have vested and are now owned directly. Read SEC document |
| August 26, 2019 Filed Aug 26, 2019 18:32 UTC | Beacon Financial Corp BHLB · Entity 649 | PurchaseCommon Stock | 16 | $28.45 | $455.15 |
DisclosureSEC source: 0001567619-19-017560 · doc1.xml · nonDerivative · entry 1 Prescott Wm Gordon · CIK 0001757640 · SEVP and General Counsel 10b5-1 filing: Not disclosed Ownership: Indirect · By IRA Disclosed balance after: 1,088 Read SEC document |
| March 01, 2019 Filed Mar 1, 2019 21:24 UTC | Beacon Financial Corp BHLB · Entity 649 | PurchaseCommon Stock | 22 | $31.63 | $695.86 |
DisclosureSEC source: 0001567619-19-005786 · doc1.xml · nonDerivative · entry 1 Prescott Wm Gordon · CIK 0001757640 · SEVP and General Counsel 10b5-1 filing: Not disclosed Ownership: Indirect · By IRA Disclosed balance after: 1,072 Read SEC document |
| February 15, 2019 Filed Feb 15, 2019 21:02 UTC | Beacon Financial Corp BHLB · Entity 649 | PurchaseCommon Stock | 550 | $29.17 | $16,045.15 |
DisclosureSEC source: 0001567619-19-004615 · doc1.xml · nonDerivative · entry 2 Prescott Wm Gordon · CIK 0001757640 · SEVP and General Counsel 10b5-1 filing: Not disclosed Ownership: Indirect · By IRA Disclosed balance after: 1,050 Read SEC document |
| February 15, 2019 Filed Feb 15, 2019 21:02 UTC | Beacon Financial Corp BHLB · Entity 649 | PurchaseCommon Stock | 500 | $29.17 | $14,587.00 |
DisclosureSEC source: 0001567619-19-004615 · doc1.xml · nonDerivative · entry 1 Prescott Wm Gordon · CIK 0001757640 · SEVP and General Counsel 10b5-1 filing: Not disclosed Ownership: Indirect · By IRA Disclosed balance after: 500 Read SEC document |
| January 30, 2019 Filed Jan 31, 2019 21:05 UTC | Beacon Financial Corp BHLB · Entity 649 | GrantCommon Stock | 1,720 | $0.00 | $0.00 |
DisclosureSEC source: 0001567619-19-002017 · doc1.xml · nonDerivative · entry 1 Prescott Wm Gordon · CIK 0001757640 · SEVP and General Counsel 10b5-1 filing: Not disclosed Ownership: Indirect · By Stock Award IV Disclosed balance after: 1,720 F4 · 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 17, 2018 Filed Dec 17, 2018 20:44 UTC | Beacon Financial Corp BHLB · Entity 649 | PurchaseCommon Stock | 35 | $28.44 | $995.44 |
DisclosureSEC source: 0001567619-18-008112 · doc1.xml · nonDerivative · entry 4 Prescott Wm Gordon · CIK 0001757640 · SEVP and General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,620 Read SEC document |
| December 17, 2018 Filed Dec 17, 2018 20:44 UTC | Beacon Financial Corp BHLB · Entity 649 | PurchaseCommon Stock | 600 | $28.44 | $17,062.26 |
DisclosureSEC source: 0001567619-18-008112 · doc1.xml · nonDerivative · entry 3 Prescott Wm Gordon · CIK 0001757640 · SEVP and General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,585 Read SEC document |
| December 17, 2018 Filed Dec 17, 2018 20:44 UTC | Beacon Financial Corp BHLB · Entity 649 | PurchaseCommon Stock | 200 | $28.43 | $5,685.70 |
DisclosureSEC source: 0001567619-18-008112 · doc1.xml · nonDerivative · entry 2 Prescott Wm Gordon · CIK 0001757640 · SEVP and General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,985 Read SEC document |
| December 17, 2018 Filed Dec 17, 2018 20:44 UTC | Beacon Financial Corp BHLB · Entity 649 | PurchaseCommon Stock | 400 | $28.41 | $11,363.40 |
DisclosureSEC source: 0001567619-18-008112 · doc1.xml · nonDerivative · entry 1 Prescott Wm Gordon · CIK 0001757640 · SEVP and General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,785 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.