Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Beacon Financial CorpBHLB · Entity 649 | Director | March 07, 2024 | March 08, 2024 |
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 March 07, 2024 · Filed March 08, 2024
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 0 |
Ending reported balance
After 2024-03-07 transaction · row 24
24 source rows · reconciled sequenceRow 1 · 2024-03-07 · Sale · Disposed 300 · Balance 9,774 Row 2 · 2024-03-07 · Sale · Disposed 100 · Balance 9,674 Row 3 · 2024-03-07 · Sale · Disposed 100 · Balance 9,574 Row 4 · 2024-03-07 · Sale · Disposed 774 · Balance 8,800 Row 5 · 2024-03-07 · Sale · Disposed 400 · Balance 8,400 Row 6 · 2024-03-07 · Sale · Disposed 700 · Balance 7,700 Row 7 · 2024-03-07 · Sale · Disposed 100 · Balance 7,600 Row 8 · 2024-03-07 · Sale · Disposed 100 · Balance 7,500 Row 9 · 2024-03-07 · Sale · Disposed 1,000 · Balance 6,500 Row 10 · 2024-03-07 · Sale · Disposed 719 · Balance 5,781 Row 11 · 2024-03-07 · Sale · Disposed 300 · Balance 5,481 Row 12 · 2024-03-07 · Sale · Disposed 100 · Balance 5,381 Row 13 · 2024-03-07 · Sale · Disposed 190 · Balance 5,191 Row 14 · 2024-03-07 · Sale · Disposed 100 · Balance 5,091 Row 15 · 2024-03-07 · Sale · Disposed 400 · Balance 4,691 Row 16 · 2024-03-07 · Sale · Disposed 1,100 · Balance 3,591 Row 17 · 2024-03-07 · Sale · Disposed 600 · Balance 2,991 Row 18 · 2024-03-07 · Sale · Disposed 28 · Balance 2,963 Row 19 · 2024-03-07 · Sale · Disposed 1,800 · Balance 1,163 Row 20 · 2024-03-07 · Sale · Disposed 400 · Balance 763 Row 21 · 2024-03-07 · Sale · Disposed 200 · Balance 563 Row 22 · 2024-03-07 · Sale · Disposed 200 · Balance 363 Row 23 · 2024-03-07 · Sale · Disposed 163 · Balance 200 Row 24 · 2024-03-07 · Sale · Disposed 200 · Balance 0 |
| Common StockSEC Table I · non-derivative | IndirectBy Stock Award VI | 2,595 |
Reported balance
Holding disclosure · report date 2024-03-07 · row 25
Holding and transaction disclosures are not merged.
1 source rowRow 25 · Balance 2,595 F1: Stock Awards granted pursuant to the Berkshire Hills Bancorp, Inc. 2022 Equity Compensation Plan vest 100% on January 30, 2025. |
Filing footnotes · ownership attribution and instrument terms
F1: Stock Awards granted pursuant to the Berkshire Hills Bancorp, Inc. 2022 Equity Compensation Plan vest 100% on January 30, 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 |
|---|---|---|---|---|---|---|
| March 07, 2024 Filed Mar 8, 2024 18:48 UTC | Beacon Financial Corp BHLB · Entity 649 | SaleCommon Stock | 200 | $22.29 | $4,458.00 |
DisclosureSEC source: 0001437749-24-007129 · rdgdoc.xml · nonDerivative · entry 24 Adofo-Wilson Baye · CIK 0001779301 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Read SEC document |
| March 07, 2024 Filed Mar 8, 2024 18:48 UTC | Beacon Financial Corp BHLB · Entity 649 | SaleCommon Stock | 163 | $22.28 | $3,630.83 |
DisclosureSEC source: 0001437749-24-007129 · rdgdoc.xml · nonDerivative · entry 23 Adofo-Wilson Baye · CIK 0001779301 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 200 Read SEC document |
| March 07, 2024 Filed Mar 8, 2024 18:48 UTC | Beacon Financial Corp BHLB · Entity 649 | SaleCommon Stock | 200 | $22.27 | $4,454.00 |
DisclosureSEC source: 0001437749-24-007129 · rdgdoc.xml · nonDerivative · entry 22 Adofo-Wilson Baye · CIK 0001779301 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 363 Read SEC document |
| March 07, 2024 Filed Mar 8, 2024 18:48 UTC | Beacon Financial Corp BHLB · Entity 649 | SaleCommon Stock | 200 | $22.25 | $4,450.00 |
DisclosureSEC source: 0001437749-24-007129 · rdgdoc.xml · nonDerivative · entry 21 Adofo-Wilson Baye · CIK 0001779301 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 563 Read SEC document |
| March 07, 2024 Filed Mar 8, 2024 18:48 UTC | Beacon Financial Corp BHLB · Entity 649 | SaleCommon Stock | 400 | $22.24 | $8,896.00 |
DisclosureSEC source: 0001437749-24-007129 · rdgdoc.xml · nonDerivative · entry 20 Adofo-Wilson Baye · CIK 0001779301 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 763 Read SEC document |
| March 07, 2024 Filed Mar 8, 2024 18:48 UTC | Beacon Financial Corp BHLB · Entity 649 | SaleCommon Stock | 1,800 | $22.24 | $40,023.00 |
DisclosureSEC source: 0001437749-24-007129 · rdgdoc.xml · nonDerivative · entry 19 Adofo-Wilson Baye · CIK 0001779301 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,163 Read SEC document |
| March 07, 2024 Filed Mar 8, 2024 18:48 UTC | Beacon Financial Corp BHLB · Entity 649 | SaleCommon Stock | 28 | $22.23 | $622.44 |
DisclosureSEC source: 0001437749-24-007129 · rdgdoc.xml · nonDerivative · entry 18 Adofo-Wilson Baye · CIK 0001779301 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,963 Read SEC document |
| March 07, 2024 Filed Mar 8, 2024 18:48 UTC | Beacon Financial Corp BHLB · Entity 649 | SaleCommon Stock | 600 | $22.22 | $13,332.00 |
DisclosureSEC source: 0001437749-24-007129 · rdgdoc.xml · nonDerivative · entry 17 Adofo-Wilson Baye · CIK 0001779301 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,991 Read SEC document |
| March 07, 2024 Filed Mar 8, 2024 18:48 UTC | Beacon Financial Corp BHLB · Entity 649 | SaleCommon Stock | 1,100 | $22.21 | $24,431.00 |
DisclosureSEC source: 0001437749-24-007129 · rdgdoc.xml · nonDerivative · entry 16 Adofo-Wilson Baye · CIK 0001779301 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,591 Read SEC document |
| March 07, 2024 Filed Mar 8, 2024 18:48 UTC | Beacon Financial Corp BHLB · Entity 649 | SaleCommon Stock | 400 | $22.21 | $8,882.00 |
DisclosureSEC source: 0001437749-24-007129 · rdgdoc.xml · nonDerivative · entry 15 Adofo-Wilson Baye · CIK 0001779301 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,691 Read SEC document |
| March 07, 2024 Filed Mar 8, 2024 18:48 UTC | Beacon Financial Corp BHLB · Entity 649 | SaleCommon Stock | 100 | $22.20 | $2,220.00 |
DisclosureSEC source: 0001437749-24-007129 · rdgdoc.xml · nonDerivative · entry 14 Adofo-Wilson Baye · CIK 0001779301 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,091 Read SEC document |
| March 07, 2024 Filed Mar 8, 2024 18:48 UTC | Beacon Financial Corp BHLB · Entity 649 | SaleCommon Stock | 190 | $22.19 | $4,216.10 |
DisclosureSEC source: 0001437749-24-007129 · rdgdoc.xml · nonDerivative · entry 13 Adofo-Wilson Baye · CIK 0001779301 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,191 Read SEC document |
| March 07, 2024 Filed Mar 8, 2024 18:48 UTC | Beacon Financial Corp BHLB · Entity 649 | SaleCommon Stock | 100 | $22.19 | $2,218.50 |
DisclosureSEC source: 0001437749-24-007129 · rdgdoc.xml · nonDerivative · entry 12 Adofo-Wilson Baye · CIK 0001779301 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,381 Read SEC document |
| March 07, 2024 Filed Mar 8, 2024 18:48 UTC | Beacon Financial Corp BHLB · Entity 649 | SaleCommon Stock | 300 | $22.18 | $6,654.00 |
DisclosureSEC source: 0001437749-24-007129 · rdgdoc.xml · nonDerivative · entry 11 Adofo-Wilson Baye · CIK 0001779301 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,481 Read SEC document |
| March 07, 2024 Filed Mar 8, 2024 18:48 UTC | Beacon Financial Corp BHLB · Entity 649 | SaleCommon Stock | 719 | $22.17 | $15,940.23 |
DisclosureSEC source: 0001437749-24-007129 · rdgdoc.xml · nonDerivative · entry 10 Adofo-Wilson Baye · CIK 0001779301 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,781 Read SEC document |
| March 07, 2024 Filed Mar 8, 2024 18:48 UTC | Beacon Financial Corp BHLB · Entity 649 | SaleCommon Stock | 1,000 | $22.16 | $22,160.00 |
DisclosureSEC source: 0001437749-24-007129 · rdgdoc.xml · nonDerivative · entry 9 Adofo-Wilson Baye · CIK 0001779301 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 6,500 Read SEC document |
| March 07, 2024 Filed Mar 8, 2024 18:48 UTC | Beacon Financial Corp BHLB · Entity 649 | SaleCommon Stock | 100 | $22.15 | $2,214.75 |
DisclosureSEC source: 0001437749-24-007129 · rdgdoc.xml · nonDerivative · entry 8 Adofo-Wilson Baye · CIK 0001779301 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 7,500 Read SEC document |
| March 07, 2024 Filed Mar 8, 2024 18:48 UTC | Beacon Financial Corp BHLB · Entity 649 | SaleCommon Stock | 100 | $22.15 | $2,214.50 |
DisclosureSEC source: 0001437749-24-007129 · rdgdoc.xml · nonDerivative · entry 7 Adofo-Wilson Baye · CIK 0001779301 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 7,600 Read SEC document |
| March 07, 2024 Filed Mar 8, 2024 18:48 UTC | Beacon Financial Corp BHLB · Entity 649 | SaleCommon Stock | 700 | $22.14 | $15,498.00 |
DisclosureSEC source: 0001437749-24-007129 · rdgdoc.xml · nonDerivative · entry 6 Adofo-Wilson Baye · CIK 0001779301 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 7,700 Read SEC document |
| March 07, 2024 Filed Mar 8, 2024 18:48 UTC | Beacon Financial Corp BHLB · Entity 649 | SaleCommon Stock | 400 | $22.14 | $8,854.00 |
DisclosureSEC source: 0001437749-24-007129 · rdgdoc.xml · nonDerivative · entry 5 Adofo-Wilson Baye · CIK 0001779301 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 8,400 Read SEC document |
| March 07, 2024 Filed Mar 8, 2024 18:48 UTC | Beacon Financial Corp BHLB · Entity 649 | SaleCommon Stock | 774 | $22.13 | $17,128.62 |
DisclosureSEC source: 0001437749-24-007129 · rdgdoc.xml · nonDerivative · entry 4 Adofo-Wilson Baye · CIK 0001779301 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 8,800 Read SEC document |
| March 07, 2024 Filed Mar 8, 2024 18:48 UTC | Beacon Financial Corp BHLB · Entity 649 | SaleCommon Stock | 100 | $22.12 | $2,212.00 |
DisclosureSEC source: 0001437749-24-007129 · rdgdoc.xml · nonDerivative · entry 3 Adofo-Wilson Baye · CIK 0001779301 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 9,574 Read SEC document |
| March 07, 2024 Filed Mar 8, 2024 18:48 UTC | Beacon Financial Corp BHLB · Entity 649 | SaleCommon Stock | 100 | $22.11 | $2,211.00 |
DisclosureSEC source: 0001437749-24-007129 · rdgdoc.xml · nonDerivative · entry 2 Adofo-Wilson Baye · CIK 0001779301 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 9,674 Read SEC document |
| March 07, 2024 Filed Mar 8, 2024 18:48 UTC | Beacon Financial Corp BHLB · Entity 649 | SaleCommon Stock | 300 | $22.10 | $6,628.50 |
DisclosureSEC source: 0001437749-24-007129 · rdgdoc.xml · nonDerivative · entry 1 Adofo-Wilson Baye · CIK 0001779301 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 9,774 Read SEC document |
| January 30, 2024 Filed Jan 31, 2024 20:39 UTC | Beacon Financial Corp BHLB · Entity 649 | GrantCommon Stock | 2,595 | $0.00 | $0.00 |
DisclosureSEC source: 0001437749-24-002684 · rdgdoc.xml · nonDerivative · entry 1 Adofo-Wilson Baye · CIK 0001779301 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · By Stock Award VI Disclosed balance after: 2,595 F3 · ownership.nature: Stock Awards granted pursuant to the Berkshire Hills Bancorp, Inc. 2022 Equity Compensation Plan vest 100% on January 30, 2025. Read SEC document |
| January 30, 2023 Filed Jan 31, 2023 18:37 UTC | Beacon Financial Corp BHLB · Entity 649 | GrantCommon Stock | 2,141 | $0.00 | $0.00 |
DisclosureSEC source: 0001567619-23-001515 · doc1.xml · nonDerivative · entry 1 Adofo-Wilson Baye · CIK 0001779301 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By Stock Award V Disclosed balance after: 2,141 F4 · ownership.nature: Stock Awards granted pursuant to the Berkshire Hills Bancorp, Inc. 2018 Equity Compensation Plan vest 100% on January 30, 2024. Read SEC document |
| January 30, 2022 Filed Feb 1, 2022 18:17 UTC | Beacon Financial Corp BHLB · Entity 649 | GrantCommon Stock | 2,248 | $0.00 | $0.00 |
DisclosureSEC source: 0001567619-22-002222 · doc1.xml · nonDerivative · entry 1 Adofo-Wilson Baye · CIK 0001779301 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By Stock Award IV Disclosed balance after: 2,248 F4 · ownership.nature: Stock Awards granted pursuant to the Berkshire Hills Bancorp, Inc. 2018 Equity Compensation Plan vest 100% on January 30, 2023. Read SEC document |
| January 30, 2021 Filed Feb 2, 2021 16:56 UTC | Beacon Financial Corp BHLB · Entity 649 | GrantCommon Stock | 3,016 | $0.00 | $0.00 |
DisclosureSEC source: 0001567619-21-001955 · doc1.xml · nonDerivative · entry 2 Adofo-Wilsin Baye · CIK 0001779301 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By Stock Award III Disclosed balance after: 3,016 F3 · 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, 2021 Filed Feb 2, 2021 16:56 UTC | Beacon Financial Corp BHLB · Entity 649 | GrantCommon Stock | 950 | $0.00 | $0.00 |
DisclosureSEC source: 0001567619-21-001955 · doc1.xml · nonDerivative · entry 1 Adofo-Wilsin Baye · CIK 0001779301 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By Stock Award II Disclosed balance after: 537 F4 · balance_after: Since the reporting person's last report, 573 shares previously held through Stock Award I and 413 shares previously held through Stock Award II have vested and are now owned directly. F2 · ownership.nature: Stock Awards granted pursuant to the Berkshire Hills Bancorp, Inc. 2018 Equity Compensation Plan vest at a rate of 413 shares on January 30, 2021 and 537 shares on January 30, 2022. Read SEC document |
| January 30, 2021 Filed Mar 24, 2021 17:01 UTC Amendment | Beacon Financial Corp BHLB · Entity 649 | GrantCommon Stock | 3,016 | $0.00 | $0.00 |
DisclosureSEC source: 0001567619-21-006829 · doc1.xml · nonDerivative · entry 2 Adofo-Wilson Baye · CIK 0001779301 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By Stock Award III Disclosed balance after: 3,016 F3 · 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, 2021 Filed Mar 24, 2021 17:01 UTC Amendment | Beacon Financial Corp BHLB · Entity 649 | GrantCommon Stock | 950 | $0.00 | $0.00 |
DisclosureSEC source: 0001567619-21-006829 · doc1.xml · nonDerivative · entry 1 Adofo-Wilson Baye · CIK 0001779301 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By Stock Award II Disclosed balance after: 537 F4 · balance_after: Since the reporting person's last report, 573 shares previously held through Stock Award I and 413 shares previously held through Stock Award II have vested and are now owned directly. F2 · ownership.nature: Stock Awards granted pursuant to the Berkshire Hills Bancorp, Inc. 2018 Equity Compensation Plan vest at a rate of 413 shares on January 30, 2021 and 537 shares on January 30, 2022. Read SEC document |
| January 30, 2020 Filed Jan 31, 2020 20:24 UTC | Beacon Financial Corp BHLB · Entity 649 | GrantCommon Stock | 1,719 | $0.00 | $0.00 |
DisclosureSEC source: 0001567619-20-001828 · doc1.xml · nonDerivative · entry 1 Adofo-Wilsin Baye · CIK 0001779301 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By Stock Award I Disclosed balance after: 1,719 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, 2021. 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.