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 | 5,908 |
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 6,036 · Balance 8,814 F4: On January 30, 2023 the reporting person was granted 2,964 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 2,964 shares of restricted stock, and were transferred to the executive on August 29, 2025. F5: On January 30, 2024 the reporting person was granted 3,072 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 3,072 shares of restricted stock, and were transferred to the executive on August 29, 2025. F3: Since the reporting person's last report, 659 shares previously held through Stock Award II and 1,366 shares previously held through Stock Award III have vested and are now owned directly. Row 2 · 2025-08-29 · Tax withholding · Disposed 2,906 · Balance 5,908 F3: Since the reporting person's last report, 659 shares previously held through Stock Award II and 1,366 shares previously held through Stock Award III have vested and are now owned directly. |
| Common StockSEC Table I · non-derivative | IndirectBy Stock Award III | 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, 659 shares previously held through Stock Award II and 1,366 shares previously held through Stock Award III 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 II | 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, 659 shares previously held through Stock Award II and 1,366 shares previously held through Stock Award III 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. |
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, 659 shares previously held through Stock Award II and 1,366 shares previously held through Stock Award III have vested and are now owned directly.
F4: On January 30, 2023 the reporting person was granted 2,964 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 2,964 shares of restricted stock, and were transferred to the executive on August 29, 2025.
F5: On January 30, 2024 the reporting person was granted 3,072 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 3,072 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 |
|---|---|---|---|---|---|---|
| August 29, 2025 Filed Sep 3, 2025 15:08 UTC | Beacon Financial Corp BBT · Entity 649 | Tax withholdingCommon Stock | 2,906 | $26.13 | $75,933.78 |
DisclosureSEC source: 0001437749-25-028224 · rdgdoc.xml · nonDerivative · entry 2 Tulchiner Ellen · CIK 0001892926 · EVP,Head of Cnsmr Lndng&Pymnts 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,908 F3 · balance_after: Since the reporting person's last report, 659 shares previously held through Stock Award II and 1,366 shares previously held through Stock Award III have vested and are now owned directly. Read SEC document |
| August 29, 2025 Filed Sep 3, 2025 15:08 UTC | Beacon Financial Corp BBT · Entity 649 | GrantCommon Stock | 6,036 | $0.00 | $0.00 |
DisclosureSEC source: 0001437749-25-028224 · rdgdoc.xml · nonDerivative · entry 1 Tulchiner Ellen · CIK 0001892926 · EVP,Head of Cnsmr Lndng&Pymnts 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 8,814 F4 · shares: On January 30, 2023 the reporting person was granted 2,964 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 2,964 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 3,072 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 3,072 shares of restricted stock, and were transferred to the executive on August 29, 2025. F3 · balance_after: Since the reporting person's last report, 659 shares previously held through Stock Award II and 1,366 shares previously held through Stock Award III have vested and are now owned directly. Read SEC document |
| March 03, 2025 Filed Mar 5, 2025 20:05 UTC | Beacon Financial Corp BHLB · Entity 649 | Tax withholdingCommon Stock | 426 | $28.11 | $11,974.86 |
DisclosureSEC source: 0001437749-25-006268 · rdgdoc.xml · nonDerivative · entry 2 Tulchiner Ellen · CIK 0001892926 · EVP,Head of Cnsmr Lndng&Pymnts 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 753 Read SEC document |
| March 03, 2025 Filed Mar 5, 2025 20:05 UTC | Beacon Financial Corp BHLB · Entity 649 | GrantCommon Stock | 1,179 | $0.00 | $0.00 |
DisclosureSEC source: 0001437749-25-006268 · rdgdoc.xml · nonDerivative · entry 1 Tulchiner Ellen · CIK 0001892926 · EVP,Head of Cnsmr Lndng&Pymnts 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,179 F3 · shares: On January 30, 2022 the reporting person was granted 2,095 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 1,179 shares of restricted stock, and were transferred to the executive on March 3, 2025. Read SEC document |
| February 11, 2025 Filed Feb 14, 2025 14:27 UTC | Beacon Financial Corp BHLB · Entity 649 | SaleCommon Stock | 1,052 | $29.97 | $31,528.97 |
DisclosureSEC source: 0001437749-25-003837 · rdgdoc.xml · nonDerivative · entry 1 Tulchiner Ellen · CIK 0001892926 · EVP,Head of Cnsmr Lndng&Pymnts 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Read SEC document |
| January 30, 2025 Filed Feb 3, 2025 18:02 UTC | Beacon Financial Corp BHLB · Entity 649 | Tax withholdingCommon Stock | 755 | $29.13 | $21,993.15 |
DisclosureSEC source: 0001437749-25-002516 · rdgdoc.xml · nonDerivative · entry 1 Tulchiner Ellen · CIK 0001892926 · EVP,Head of Cnsmr Lndng&Pymnts 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,052 F4 · balance_after: Since the reporting person's last report, 466 shares previously held through Stock Award I, 659 shares previously held through Stock Award II and 682 shares previously held through Stock Award III, have vested and are now owned directly. Read SEC document |
| March 19, 2024 Filed Mar 19, 2024 21:10 UTC | Beacon Financial Corp BHLB · Entity 649 | SaleCommon Stock | 926 | $21.71 | $20,100.03 |
DisclosureSEC source: 0001437749-24-008550 · rdgdoc.xml · nonDerivative · entry 1 Tulchiner Ellen · CIK 0001892926 · EVP,Head of Cnsmr Lndng&Pymnts 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Read SEC document |
| January 30, 2024 Filed Feb 1, 2024 15:22 UTC | Beacon Financial Corp BHLB · Entity 649 | GrantCommon Stock | 2,048 | $0.00 | $0.00 |
DisclosureSEC source: 0001437749-24-002769 · rdgdoc.xml · nonDerivative · entry 2 Tulchiner Ellen · CIK 0001892926 · EVP,Head of Cnsmr Lndng&Pymnts 10b5-1 filing: No plan indicated Ownership: Indirect · By Stock Award III Disclosed balance after: 2,048 F3 · 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 15:22 UTC | Beacon Financial Corp BHLB · Entity 649 | Tax withholdingCommon Stock | 470 | $25.05 | $11,773.50 |
DisclosureSEC source: 0001437749-24-002769 · rdgdoc.xml · nonDerivative · entry 1 Tulchiner Ellen · CIK 0001892926 · EVP,Head of Cnsmr Lndng&Pymnts 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 926 F4 · balance_after: Since the reporting person's last report, 466 shares previously held through Stock Award I and 659 shares previously held through Stock Award II have vested and are now owned directly. Read SEC document |
| January 30, 2023 Filed Feb 1, 2023 18:38 UTC | Beacon Financial Corp BHLB · Entity 649 | GrantCommon Stock | 1,977 | $0.00 | $0.00 |
DisclosureSEC source: 0001567619-23-001623 · doc1.xml · nonDerivative · entry 2 Tulchiner Ellen · CIK 0001892926 · EVP,Head of Cnsmr Lndng&Pymnts 10b5-1 filing: Not disclosed Ownership: Indirect · By Stock Award II Disclosed balance after: 1,977 F2 · 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 18:38 UTC | Beacon Financial Corp BHLB · Entity 649 | Tax withholdingCommon Stock | 195 | $30.36 | $5,920.20 |
DisclosureSEC source: 0001567619-23-001623 · doc1.xml · nonDerivative · entry 1 Tulchiner Ellen · CIK 0001892926 · EVP,Head of Cnsmr Lndng&Pymnts 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 271 F3 · balance_after: Since the reporting person's last report, 466 shares previously held through Stock Award I have vested and are now owned directly. Read SEC document |
| January 30, 2022 Filed Feb 1, 2022 21:47 UTC | Beacon Financial Corp BHLB · Entity 649 | GrantCommon Stock | 1,398 | $0.00 | $0.00 |
DisclosureSEC source: 0001567619-22-002258 · doc1.xml · nonDerivative · entry 1 Tulchiner Ellen · CIK 0001892926 · EVP,Head of Cnsmr Lndng&Pymnts 10b5-1 filing: Not disclosed Ownership: Indirect · By Stock Award I Disclosed balance after: 1,398 F1 · 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 |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.