Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Beacon Financial CorpBBT · Entity 649 | Chief Human Resources Officer | 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 | 18,025 |
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 6,413 · Balance 21,128 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 3,449 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 3,449 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 VI and 1,534 shares previously held through Stock Award VII have vested and are now owned directly. Row 2 · 2025-08-29 · Tax withholding · Disposed 3,103 · Balance 18,025 F3: Since the reporting person's last report, 659 shares previously held through Stock Award VI and 1,534 shares previously held through Stock Award VII have vested and are now owned directly. |
| Common StockSEC Table I · non-derivative | IndirectBy Stock Award VII | 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 VI and 1,534 shares previously held through Stock Award VII 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 VI | 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 VI and 1,534 shares previously held through Stock Award VII 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) | 446 |
Reported balance
Holding disclosure · report date 2025-08-29 · row 5
Holding and transaction disclosures are not merged.
1 source rowRow 5 · Balance 446 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, 659 shares previously held through Stock Award VI and 1,534 shares previously held through Stock Award VII 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 3,449 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 3,449 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 15:12 UTC | Beacon Financial Corp BBT · Entity 649 | Tax withholdingCommon Stock | 3,103 | $26.13 | $81,081.39 |
DisclosureSEC source: 0001437749-25-028226 · rdgdoc.xml · nonDerivative · entry 2 Courtwright Jacqueline · CIK 0001845668 · Chief Human Resources Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 18,025 F3 · balance_after: Since the reporting person's last report, 659 shares previously held through Stock Award VI and 1,534 shares previously held through Stock Award VII have vested and are now owned directly. Read SEC document |
| August 29, 2025 Filed Sep 3, 2025 15:12 UTC | Beacon Financial Corp BBT · Entity 649 | GrantCommon Stock | 6,413 | $0.00 | $0.00 |
DisclosureSEC source: 0001437749-25-028226 · rdgdoc.xml · nonDerivative · entry 1 Courtwright Jacqueline · CIK 0001845668 · Chief Human Resources Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 21,128 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 3,449 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 3,449 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 VI and 1,534 shares previously held through Stock Award VII have vested and are now owned directly. Read SEC document |
| March 03, 2025 Filed Mar 5, 2025 19:58 UTC | Beacon Financial Corp BHLB · Entity 649 | Tax withholdingCommon Stock | 627 | $28.11 | $17,624.97 |
DisclosureSEC source: 0001437749-25-006264 · rdgdoc.xml · nonDerivative · entry 2 Courtwright Jacqueline · CIK 0001845668 · EVP,Chief HR & Culture Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 12,522 Read SEC document |
| March 03, 2025 Filed Mar 5, 2025 19:58 UTC | Beacon Financial Corp BHLB · Entity 649 | GrantCommon Stock | 1,738 | $0.00 | $0.00 |
DisclosureSEC source: 0001437749-25-006264 · rdgdoc.xml · nonDerivative · entry 1 Courtwright Jacqueline · CIK 0001845668 · EVP,Chief HR & Culture Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 13,149 F3 · shares: On January 30, 2022 the reporting person was granted 3,087 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 1,738 shares of restricted stock, and were transferred to the executive on March 3, 2025. Read SEC document |
| January 30, 2025 Filed Feb 3, 2025 17:57 UTC | Beacon Financial Corp BHLB · Entity 649 | Tax withholdingCommon Stock | 877 | $29.13 | $25,547.01 |
DisclosureSEC source: 0001437749-25-002507 · rdgdoc.xml · nonDerivative · entry 1 Courtwright Jacqueline · CIK 0001845668 · EVP,Chief HR & Culture Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 11,411 F4 · balance_after: Since the reporting person's last report, 687 shares previously held through Stock Award V, 659 shares previously held through Stock Award VI and 766 shares previously held through Stock Award VII, have vested and are now owned directly. Read SEC document |
| February 06, 2024 Filed Feb 7, 2024 23:09 UTC | Beacon Financial Corp BHLB · Entity 649 | Tax withholdingCommon Stock | 1,537 | $22.32 | $34,305.84 |
DisclosureSEC source: 0001437749-24-003398 · rdgdoc.xml · nonDerivative · entry 2 Courtwright Jacqueline · CIK 0001845668 · EVP,Chief HR & Culture Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 10,176 Read SEC document |
| February 06, 2024 Filed Feb 7, 2024 23:09 UTC | Beacon Financial Corp BHLB · Entity 649 | GrantCommon Stock | 3,718 | $0.00 | $0.00 |
DisclosureSEC source: 0001437749-24-003398 · rdgdoc.xml · nonDerivative · entry 1 Courtwright Jacqueline · CIK 0001845668 · EVP,Chief HR & Culture Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 11,713 F4 · 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 15:24 UTC | Beacon Financial Corp BHLB · Entity 649 | GrantCommon Stock | 2,300 | $0.00 | $0.00 |
DisclosureSEC source: 0001437749-24-002773 · rdgdoc.xml · nonDerivative · entry 2 Courtwright Jacqueline · CIK 0001845668 · EVP,Chief HR & Culture Officer 10b5-1 filing: No plan indicated Ownership: Indirect · By Stock Award VII Disclosed balance after: 2,300 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 15:24 UTC | Beacon Financial Corp BHLB · Entity 649 | Tax withholdingCommon Stock | 838 | $25.05 | $20,991.90 |
DisclosureSEC source: 0001437749-24-002773 · rdgdoc.xml · nonDerivative · entry 1 Courtwright Jacqueline · CIK 0001845668 · EVP,Chief HR & Culture Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 7,995 F6 · balance_after: Since the reporting person's last report, 663 shares previously held through Stock Award IV, 686 shares previously held through Stock Award V and 659 shares previously held through Stock Award VI have vested and are now owned directly. Read SEC document |
| July 01, 2023 Filed Jul 3, 2023 20:16 UTC | Beacon Financial Corp BHLB · Entity 649 | Tax withholdingCommon Stock | 755 | $20.73 | $15,651.15 |
DisclosureSEC source: 0001437749-23-019234 · rdgdoc.xml · nonDerivative · entry 1 Courtwright Jacqueline · CIK 0001845668 · EVP,Chief HR & Culture Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 6,825 F6 · balance_after: Since the reporting person's last report, 2,093 shares previously held through Stock Award III have vested and are now owned directly. Read SEC document |
| January 30, 2023 Filed Feb 1, 2023 18:29 UTC | Beacon Financial Corp BHLB · Entity 649 | GrantCommon Stock | 1,977 | $0.00 | $0.00 |
DisclosureSEC source: 0001567619-23-001609 · doc1.xml · nonDerivative · entry 2 Courtwright Jacqueline · CIK 0001845668 · EVP,Chief HR & Culture Officer 10b5-1 filing: Not disclosed Ownership: Indirect · By Stock Award VI Disclosed balance after: 1,977 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 18:29 UTC | Beacon Financial Corp BHLB · Entity 649 | Tax withholdingCommon Stock | 565 | $30.36 | $17,153.40 |
DisclosureSEC source: 0001567619-23-001609 · doc1.xml · nonDerivative · entry 1 Courtwright Jacqueline · CIK 0001845668 · EVP,Chief HR & Culture Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,487 F6 · balance_after: Since the reporting person's last report, 664 shares previously held through Stock Award IV and 686 shares previously held through Stock Award V have vested and are now owned directly. Read SEC document |
| July 01, 2022 Filed Jul 5, 2022 18:33 UTC | Beacon Financial Corp BHLB · Entity 649 | Tax withholdingCommon Stock | 615 | $25.21 | $15,504.15 |
DisclosureSEC source: 0001567619-22-013648 · doc1.xml · nonDerivative · entry 1 Courtwright Jacqueline · CIK 0001845668 · EVP,Chief HR & Culture Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,702 F6 · balance_after: Since the reporting person's last report, 1,182 shares previously held through Stock Award II and 523 shares previously held through Stock Award III have vested and are now owned directly. Read SEC document |
| January 30, 2022 Filed Feb 1, 2022 21:49 UTC | Beacon Financial Corp BHLB · Entity 649 | GrantCommon Stock | 2,059 | $0.00 | $0.00 |
DisclosureSEC source: 0001567619-22-002265 · doc1.xml · nonDerivative · entry 2 Courtwright Jacqueline · CIK 0001845668 · EVP,Chief HR & Culture Officer 10b5-1 filing: Not disclosed Ownership: Indirect · By Stock Award V Disclosed balance after: 2,059 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 21:49 UTC | Beacon Financial Corp BHLB · Entity 649 | Tax withholdingCommon Stock | 237 | $28.92 | $6,854.04 |
DisclosureSEC source: 0001567619-22-002265 · doc1.xml · nonDerivative · entry 1 Courtwright Jacqueline · CIK 0001845668 · EVP,Chief HR & Culture Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,612 F6 · balance_after: Since the reporting person's last report, 664 shares previously held through Stock Award IV have vested and are now owned directly. Read SEC document |
| July 01, 2021 Filed Jul 2, 2021 21:18 UTC | Beacon Financial Corp BHLB · Entity 649 | Tax withholdingCommon Stock | 278 | $27.80 | $7,728.40 |
DisclosureSEC source: 0001567619-21-012944 · doc1.xml · nonDerivative · entry 1 Courtwright Jacqueline · CIK 0001845668 · EVP,Chief HR & Culture Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,185 F5 · balance_after: Since the reporting person's last report, 296 shares previously held through Stock Award II and 522 shares previously held through Stock Award III have vested and are now owned directly. Read SEC document |
| April 01, 2021 Filed Apr 2, 2021 20:46 UTC | Beacon Financial Corp BHLB · Entity 649 | Tax withholdingCommon Stock | 277 | $22.40 | $6,204.80 |
DisclosureSEC source: 0001567619-21-007511 · doc1.xml · nonDerivative · entry 1 Courtwright Jacqueline · CIK 0001845668 · EVP,Chief HR & Culture Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,645 F6 · balance_after: Since the reporting person's last report, 703 shares previously held through Stock Award I have vested and are now owned directly. 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.