Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Beacon Financial CorpBHLB · Entity 649 | Director | February 20, 2024 | February 22, 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 February 20, 2024 · Filed February 22, 2024
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | IndirectVM GP VII | 0 |
Last balance in matching sequence
After 2024-02-21 transaction · row 2
Source-order balances reconcile. Account continuity and personal attribution are not independently verified.
2 source rowsRow 1 · 2024-02-20 · Sale · Disposed 27,000 · Balance 11,855 F1: The price reported in column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $22.3050 to $22.5000. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. F2: Securities of the Issuer beneficially owned directly by VM GP VII LLC ("VM GP VII"). The Reporting Person, as a managing member of VM GP VII, may be deemed the beneficial owner of the securities of the Issuer beneficially owned by VM GP VII. F4: The Reporting Person disclaims beneficial ownership of the securities of the Issuer reported herein except to the extent of his pecuniary interest therein, and this report shall not be deemed to be an admission that the Reporting Person is the beneficial owner of such securities for purposes of Section 16 or for any other purpose. Row 2 · 2024-02-21 · Sale · Disposed 11,855 · Balance 0 F2: Securities of the Issuer beneficially owned directly by VM GP VII LLC ("VM GP VII"). The Reporting Person, as a managing member of VM GP VII, may be deemed the beneficial owner of the securities of the Issuer beneficially owned by VM GP VII. F4: The Reporting Person disclaims beneficial ownership of the securities of the Issuer reported herein except to the extent of his pecuniary interest therein, and this report shall not be deemed to be an admission that the Reporting Person is the beneficial owner of such securities for purposes of Section 16 or for any other purpose. |
| Common StockSEC Table I · non-derivative | IndirectBy Stock Award IV | 2,595 |
Reported balance
Holding disclosure · report date 2024-02-20 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 2,595 F3: Stock Awards granted pursuant to the Berkshire Hills Bancorp, Inc. 2018 Equity Compensation Plan vest 100% on January 30, 2025. F4: The Reporting Person disclaims beneficial ownership of the securities of the Issuer reported herein except to the extent of his pecuniary interest therein, and this report shall not be deemed to be an admission that the Reporting Person is the beneficial owner of such securities for purposes of Section 16 or for any other purpose. |
Filing footnotes · ownership attribution and instrument terms
F1: The price reported in column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $22.3050 to $22.5000. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote.
F2: Securities of the Issuer beneficially owned directly by VM GP VII LLC ("VM GP VII"). The Reporting Person, as a managing member of VM GP VII, may be deemed the beneficial owner of the securities of the Issuer beneficially owned by VM GP VII.
F3: Stock Awards granted pursuant to the Berkshire Hills Bancorp, Inc. 2018 Equity Compensation Plan vest 100% on January 30, 2025.
F4: The Reporting Person disclaims beneficial ownership of the securities of the Issuer reported herein except to the extent of his pecuniary interest therein, and this report shall not be deemed to be an admission that the Reporting Person is the beneficial owner of such securities for purposes of Section 16 or for any other purpose.
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 21, 2024 Filed Feb 22, 2024 22:11 UTC | Beacon Financial Corp BHLB · Entity 649 | SaleCommon Stock | 11,855 | $22.36 | $265,049.35 |
DisclosureSEC source: 0000921895-24-000533 · form412910003_02222024.xml · nonDerivative · entry 2 Zaitzeff Michael · CIK 0001861474 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · VM GP VII Disclosed balance after: 0 F2 · ownership.nature: Securities of the Issuer beneficially owned directly by VM GP VII LLC ("VM GP VII"). The Reporting Person, as a managing member of VM GP VII, may be deemed the beneficial owner of the securities of the Issuer beneficially owned by VM GP VII. F4 · ownership.nature: The Reporting Person disclaims beneficial ownership of the securities of the Issuer reported herein except to the extent of his pecuniary interest therein, and this report shall not be deemed to be an admission that the Reporting Person is the beneficial owner of such securities for purposes of Section 16 or for any other purpose. Read SEC document |
| February 20, 2024 Filed Feb 22, 2024 22:11 UTC | Beacon Financial Corp BHLB · Entity 649 | SaleCommon Stock | 27,000 | $22.43 | $605,537.10 |
DisclosureSEC source: 0000921895-24-000533 · form412910003_02222024.xml · nonDerivative · entry 1 Zaitzeff Michael · CIK 0001861474 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · VM GP VII Disclosed balance after: 11,855 F1 · price: The price reported in column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $22.3050 to $22.5000. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. F2 · ownership.nature: Securities of the Issuer beneficially owned directly by VM GP VII LLC ("VM GP VII"). The Reporting Person, as a managing member of VM GP VII, may be deemed the beneficial owner of the securities of the Issuer beneficially owned by VM GP VII. F4 · ownership.nature: The Reporting Person disclaims beneficial ownership of the securities of the Issuer reported herein except to the extent of his pecuniary interest therein, and this report shall not be deemed to be an admission that the Reporting Person is the beneficial owner of such securities for purposes of Section 16 or for any other purpose. Read SEC document |
| February 16, 2024 Filed Feb 16, 2024 22:49 UTC | Beacon Financial Corp BHLB · Entity 649 | SaleCommon Stock | 24,910 | $22.40 | $558,046.28 |
DisclosureSEC source: 0000921895-24-000515 · form412910003_02162024.xml · nonDerivative · entry 3 Zaitzeff Michael · CIK 0001861474 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · VM GP VII Disclosed balance after: 38,855 F4 · price: The price reported in column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $22.3700 to $22.4516. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. F2 · ownership.nature: Securities of the Issuer beneficially owned directly by VM GP VII LLC ("VM GP VII"). The Reporting Person, as a managing member of VM GP VII, may be deemed the beneficial owner of the securities of the Issuer beneficially owned by VM GP VII. F6 · ownership.nature: The Reporting Person disclaims beneficial ownership of the securities of the Issuer reported herein except to the extent of his pecuniary interest therein, and this report shall not be deemed to be an admission that the Reporting Person is the beneficial owner of such securities for purposes of Section 16 or for any other purpose. Read SEC document |
| February 15, 2024 Filed Feb 16, 2024 22:49 UTC | Beacon Financial Corp BHLB · Entity 649 | SaleCommon Stock | 24,182 | $22.72 | $549,494.84 |
DisclosureSEC source: 0000921895-24-000515 · form412910003_02162024.xml · nonDerivative · entry 2 Zaitzeff Michael · CIK 0001861474 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · VM GP VII Disclosed balance after: 63,765 F3 · price: The price reported in column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $22.7123 to $22.7300. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. F2 · ownership.nature: Securities of the Issuer beneficially owned directly by VM GP VII LLC ("VM GP VII"). The Reporting Person, as a managing member of VM GP VII, may be deemed the beneficial owner of the securities of the Issuer beneficially owned by VM GP VII. F6 · ownership.nature: The Reporting Person disclaims beneficial ownership of the securities of the Issuer reported herein except to the extent of his pecuniary interest therein, and this report shall not be deemed to be an admission that the Reporting Person is the beneficial owner of such securities for purposes of Section 16 or for any other purpose. Read SEC document |
| February 14, 2024 Filed Feb 16, 2024 22:49 UTC | Beacon Financial Corp BHLB · Entity 649 | SaleCommon Stock | 20,500 | $22.02 | $451,416.15 |
DisclosureSEC source: 0000921895-24-000515 · form412910003_02162024.xml · nonDerivative · entry 1 Zaitzeff Michael · CIK 0001861474 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · VM GP VII Disclosed balance after: 87,947 F1 · price: The price reported in column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $21.9667 to $22.0400. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. F2 · ownership.nature: Securities of the Issuer beneficially owned directly by VM GP VII LLC ("VM GP VII"). The Reporting Person, as a managing member of VM GP VII, may be deemed the beneficial owner of the securities of the Issuer beneficially owned by VM GP VII. F6 · ownership.nature: The Reporting Person disclaims beneficial ownership of the securities of the Issuer reported herein except to the extent of his pecuniary interest therein, and this report shall not be deemed to be an admission that the Reporting Person is the beneficial owner of such securities for purposes of Section 16 or for any other purpose. Read SEC document |
| February 13, 2024 Filed Feb 13, 2024 23:41 UTC | Beacon Financial Corp BHLB · Entity 649 | SaleCommon Stock | 18,700 | $21.93 | $410,178.89 |
DisclosureSEC source: 0000921895-24-000407 · form412910003_02132024.xml · nonDerivative · entry 3 Zaitzeff Michael · CIK 0001861474 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · VM GP VII Disclosed balance after: 108,447 F4 · price: The price reported in column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $21.8800 to $22.1565. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. F2 · ownership.nature: Securities of the Issuer beneficially owned directly by VM GP VII LLC ("VM GP VII"). The Reporting Person, as a managing member of VM GP VII, may be deemed the beneficial owner of the securities of the Issuer beneficially owned by VM GP VII. F6 · ownership.nature: The Reporting Person disclaims beneficial ownership of the securities of the Issuer reported herein except to the extent of his pecuniary interest therein, and this report shall not be deemed to be an admission that the Reporting Person is the beneficial owner of such securities for purposes of Section 16 or for any other purpose. Read SEC document |
| February 12, 2024 Filed Feb 13, 2024 23:41 UTC | Beacon Financial Corp BHLB · Entity 649 | SaleCommon Stock | 29,062 | $23.09 | $671,041.58 |
DisclosureSEC source: 0000921895-24-000407 · form412910003_02132024.xml · nonDerivative · entry 2 Zaitzeff Michael · CIK 0001861474 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · VM GP VII Disclosed balance after: 127,147 F3 · price: The price reported in column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $23.0600 to $23.1561. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. F2 · ownership.nature: Securities of the Issuer beneficially owned directly by VM GP VII LLC ("VM GP VII"). The Reporting Person, as a managing member of VM GP VII, may be deemed the beneficial owner of the securities of the Issuer beneficially owned by VM GP VII. F6 · ownership.nature: The Reporting Person disclaims beneficial ownership of the securities of the Issuer reported herein except to the extent of his pecuniary interest therein, and this report shall not be deemed to be an admission that the Reporting Person is the beneficial owner of such securities for purposes of Section 16 or for any other purpose. Read SEC document |
| February 09, 2024 Filed Feb 13, 2024 23:41 UTC | Beacon Financial Corp BHLB · Entity 649 | SaleCommon Stock | 20,718 | $22.74 | $471,023.73 |
DisclosureSEC source: 0000921895-24-000407 · form412910003_02132024.xml · nonDerivative · entry 1 Zaitzeff Michael · CIK 0001861474 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · VM GP VII Disclosed balance after: 156,209 F1 · price: The price reported in column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $22.7217 to $22.7400. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. F2 · ownership.nature: Securities of the Issuer beneficially owned directly by VM GP VII LLC ("VM GP VII"). The Reporting Person, as a managing member of VM GP VII, may be deemed the beneficial owner of the securities of the Issuer beneficially owned by VM GP VII. F6 · ownership.nature: The Reporting Person disclaims beneficial ownership of the securities of the Issuer reported herein except to the extent of his pecuniary interest therein, and this report shall not be deemed to be an admission that the Reporting Person is the beneficial owner of such securities for purposes of Section 16 or for any other purpose. Read SEC document |
| February 08, 2024 Filed Feb 8, 2024 23:20 UTC | Beacon Financial Corp BHLB · Entity 649 | SaleCommon Stock | 400 | $22.33 | $8,932.00 |
DisclosureSEC source: 0000921895-24-000279 · form412910003_02082024.xml · nonDerivative · entry 8 Zaitzeff Michael · CIK 0001861474 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Read SEC document |
| February 08, 2024 Filed Feb 8, 2024 23:20 UTC | Beacon Financial Corp BHLB · Entity 649 | SaleCommon Stock | 400 | $22.33 | $8,932.00 |
DisclosureSEC source: 0000921895-24-000279 · form412910003_02082024.xml · nonDerivative · entry 7 Zaitzeff Michael · CIK 0001861474 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 400 Read SEC document |
| February 08, 2024 Filed Feb 8, 2024 23:20 UTC | Beacon Financial Corp BHLB · Entity 649 | SaleCommon Stock | 500 | $22.28 | $11,140.00 |
DisclosureSEC source: 0000921895-24-000279 · form412910003_02082024.xml · nonDerivative · entry 6 Zaitzeff Michael · CIK 0001861474 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 800 Read SEC document |
| February 08, 2024 Filed Feb 8, 2024 23:20 UTC | Beacon Financial Corp BHLB · Entity 649 | SaleCommon Stock | 600 | $22.28 | $13,368.00 |
DisclosureSEC source: 0000921895-24-000279 · form412910003_02082024.xml · nonDerivative · entry 5 Zaitzeff Michael · CIK 0001861474 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,300 Read SEC document |
| February 08, 2024 Filed Feb 8, 2024 23:20 UTC | Beacon Financial Corp BHLB · Entity 649 | SaleCommon Stock | 765 | $22.32 | $17,074.80 |
DisclosureSEC source: 0000921895-24-000279 · form412910003_02082024.xml · nonDerivative · entry 4 Zaitzeff Michael · CIK 0001861474 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,900 Read SEC document |
| February 08, 2024 Filed Feb 8, 2024 23:20 UTC | Beacon Financial Corp BHLB · Entity 649 | SaleCommon Stock | 23,127 | $22.59 | $522,418.12 |
DisclosureSEC source: 0000921895-24-000279 · form412910003_02082024.xml · nonDerivative · entry 3 Zaitzeff Michael · CIK 0001861474 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · VM GP VII Disclosed balance after: 176,927 F4 · price: The price reported in column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $22.4953 to $22.6400. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. F2 · ownership.nature: Securities of the Issuer beneficially owned directly by VM GP VII LLC ("VM GP VII"). The Reporting Person, as a managing member of VM GP VII, may be deemed the beneficial owner of the securities of the Issuer beneficially owned by VM GP VII. F6 · ownership.nature: The Reporting Person disclaims beneficial ownership of the securities of the Issuer reported herein except to the extent of his pecuniary interest therein, and this report shall not be deemed to be an admission that the Reporting Person is the beneficial owner of such securities for purposes of Section 16 or for any other purpose. Read SEC document |
| February 07, 2024 Filed Feb 8, 2024 23:20 UTC | Beacon Financial Corp BHLB · Entity 649 | SaleCommon Stock | 19,660 | $22.20 | $436,426.44 |
DisclosureSEC source: 0000921895-24-000279 · form412910003_02082024.xml · nonDerivative · entry 2 Zaitzeff Michael · CIK 0001861474 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · VM GP VII Disclosed balance after: 200,054 F3 · price: The price reported in column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $22.1943 to $22.2000. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. F2 · ownership.nature: Securities of the Issuer beneficially owned directly by VM GP VII LLC ("VM GP VII"). The Reporting Person, as a managing member of VM GP VII, may be deemed the beneficial owner of the securities of the Issuer beneficially owned by VM GP VII. F6 · ownership.nature: The Reporting Person disclaims beneficial ownership of the securities of the Issuer reported herein except to the extent of his pecuniary interest therein, and this report shall not be deemed to be an admission that the Reporting Person is the beneficial owner of such securities for purposes of Section 16 or for any other purpose. Read SEC document |
| February 06, 2024 Filed Feb 8, 2024 23:20 UTC | Beacon Financial Corp BHLB · Entity 649 | SaleCommon Stock | 18,394 | $22.34 | $410,844.71 |
DisclosureSEC source: 0000921895-24-000279 · form412910003_02082024.xml · nonDerivative · entry 1 Zaitzeff Michael · CIK 0001861474 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · VM GP VII Disclosed balance after: 219,714 F1 · price: The price reported in column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $22.3024 to $22.5680. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. F2 · ownership.nature: Securities of the Issuer beneficially owned directly by VM GP VII LLC ("VM GP VII"). The Reporting Person, as a managing member of VM GP VII, may be deemed the beneficial owner of the securities of the Issuer beneficially owned by VM GP VII. F6 · ownership.nature: The Reporting Person disclaims beneficial ownership of the securities of the Issuer reported herein except to the extent of his pecuniary interest therein, and this report shall not be deemed to be an admission that the Reporting Person is the beneficial owner of such securities for purposes of Section 16 or for any other purpose. Read SEC document |
| February 05, 2024 Filed Feb 6, 2024 00:52 UTC | Beacon Financial Corp BHLB · Entity 649 | SaleCommon Stock | 20,439 | $22.62 | $462,416.02 |
DisclosureSEC source: 0000921895-24-000206 · form412910003_02052024.xml · nonDerivative · entry 3 Zaitzeff Michael · CIK 0001861474 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · VM GP VII Disclosed balance after: 238,108 F3 · price: The price reported in column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $22.6000 to $22.6671. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. F2 · ownership.nature: Securities of the Issuer beneficially owned directly by VM GP VII LLC ("VM GP VII"). The Reporting Person, as a managing member of VM GP VII, may be deemed the beneficial owner of the securities of the Issuer beneficially owned by VM GP VII. F5 · ownership.nature: The Reporting Person disclaims beneficial ownership of the securities of the Issuer reported herein except to the extent of his pecuniary interest therein, and this report shall not be deemed to be an admission that the Reporting Person is the beneficial owner of such securities for purposes of Section 16 or for any other purpose. Read SEC document |
| February 02, 2024 Filed Feb 6, 2024 00:52 UTC | Beacon Financial Corp BHLB · Entity 649 | SaleCommon Stock | 9,517 | $23.08 | $219,659.97 |
DisclosureSEC source: 0000921895-24-000206 · form412910003_02052024.xml · nonDerivative · entry 2 Zaitzeff Michael · CIK 0001861474 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · VM GP VII Disclosed balance after: 258,547 F2 · ownership.nature: Securities of the Issuer beneficially owned directly by VM GP VII LLC ("VM GP VII"). The Reporting Person, as a managing member of VM GP VII, may be deemed the beneficial owner of the securities of the Issuer beneficially owned by VM GP VII. F5 · ownership.nature: The Reporting Person disclaims beneficial ownership of the securities of the Issuer reported herein except to the extent of his pecuniary interest therein, and this report shall not be deemed to be an admission that the Reporting Person is the beneficial owner of such securities for purposes of Section 16 or for any other purpose. Read SEC document |
| February 01, 2024 Filed Feb 6, 2024 00:52 UTC | Beacon Financial Corp BHLB · Entity 649 | SaleCommon Stock | 20,419 | $23.25 | $474,723.37 |
DisclosureSEC source: 0000921895-24-000206 · form412910003_02052024.xml · nonDerivative · entry 1 Zaitzeff Michael · CIK 0001861474 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · VM GP VII Disclosed balance after: 268,064 F1 · price: The price reported in column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $23.2300 to $23.2951. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. F2 · ownership.nature: Securities of the Issuer beneficially owned directly by VM GP VII LLC ("VM GP VII"). The Reporting Person, as a managing member of VM GP VII, may be deemed the beneficial owner of the securities of the Issuer beneficially owned by VM GP VII. F5 · ownership.nature: The Reporting Person disclaims beneficial ownership of the securities of the Issuer reported herein except to the extent of his pecuniary interest therein, and this report shall not be deemed to be an admission that the Reporting Person is the beneficial owner of such securities for purposes of Section 16 or for any other purpose. Read SEC document |
| January 31, 2024 Filed Feb 1, 2024 01:01 UTC | Beacon Financial Corp BHLB · Entity 649 | SaleCommon Stock | 20,028 | $24.73 | $495,368.55 |
DisclosureSEC source: 0000921895-24-000172 · form412910003_01312024.xml · nonDerivative · entry 5 Zaitzeff Michael · CIK 0001861474 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · VM GP VII Disclosed balance after: 288,483 F6 · price: The price reported in column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $24.2600 to $24.7377. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. F3 · ownership.nature: Securities of the Issuer beneficially owned directly by VM GP VII. The Reporting Person, as a managing member of VM GP VII, may be deemed the beneficial owner of the securities of the Issuer beneficially owned by VM GP VII. F8 · ownership.nature: The Reporting Person disclaims beneficial ownership of the securities of the Issuer reported herein except to the extent of his pecuniary interest therein, and this report shall not be deemed to be an admission that the Reporting Person is the beneficial owner of such securities for purposes of Section 16 or for any other purpose. Read SEC document |
| January 30, 2024 Filed Feb 1, 2024 01:01 UTC | Beacon Financial Corp BHLB · Entity 649 | GrantCommon Stock | 2,595 | $0.00 | $0.00 |
DisclosureSEC source: 0000921895-24-000172 · form412910003_01312024.xml · nonDerivative · entry 4 Zaitzeff Michael · CIK 0001861474 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · By Stock Award IV Disclosed balance after: 2,595 F5 · ownership.nature: Stock Awards granted pursuant to the Berkshire Hills Bancorp, Inc. 2018 Equity Compensation Plan vest 100% on January 30, 2025. F8 · ownership.nature: The Reporting Person disclaims beneficial ownership of the securities of the Issuer reported herein except to the extent of his pecuniary interest therein, and this report shall not be deemed to be an admission that the Reporting Person is the beneficial owner of such securities for purposes of Section 16 or for any other purpose. Read SEC document |
| January 30, 2024 Filed Feb 1, 2024 01:01 UTC | Beacon Financial Corp BHLB · Entity 649 | SaleCommon Stock | 41,274 | $25.08 | $1,035,069.37 |
DisclosureSEC source: 0000921895-24-000172 · form412910003_01312024.xml · nonDerivative · entry 3 Zaitzeff Michael · CIK 0001861474 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · VM GP VII Disclosed balance after: 308,511 F4 · price: The price reported in column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $25.0500 to $25.2461. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. F3 · ownership.nature: Securities of the Issuer beneficially owned directly by VM GP VII. The Reporting Person, as a managing member of VM GP VII, may be deemed the beneficial owner of the securities of the Issuer beneficially owned by VM GP VII. F8 · ownership.nature: The Reporting Person disclaims beneficial ownership of the securities of the Issuer reported herein except to the extent of his pecuniary interest therein, and this report shall not be deemed to be an admission that the Reporting Person is the beneficial owner of such securities for purposes of Section 16 or for any other purpose. Read SEC document |
| January 29, 2024 Filed Feb 1, 2024 01:01 UTC | Beacon Financial Corp BHLB · Entity 649 | SaleCommon Stock | 49,154 | $25.19 | $1,238,331.81 |
DisclosureSEC source: 0000921895-24-000172 · form412910003_01312024.xml · nonDerivative · entry 2 Zaitzeff Michael · CIK 0001861474 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · VM GP VII Disclosed balance after: 349,785 F2 · price: The price reported in column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $25.0950 to $25.2527. The Reporting Person undertakes to provide to the Issuer, any security holder of the Issuer or the staff of the Securities and Exchange Commission, upon request, full information regarding the number of shares sold at each separate price within the range set forth in this footnote. F3 · ownership.nature: Securities of the Issuer beneficially owned directly by VM GP VII. The Reporting Person, as a managing member of VM GP VII, may be deemed the beneficial owner of the securities of the Issuer beneficially owned by VM GP VII. F8 · ownership.nature: The Reporting Person disclaims beneficial ownership of the securities of the Issuer reported herein except to the extent of his pecuniary interest therein, and this report shall not be deemed to be an admission that the Reporting Person is the beneficial owner of such securities for purposes of Section 16 or for any other purpose. Read SEC document |
| January 29, 2024 Filed Feb 1, 2024 01:01 UTC | Beacon Financial Corp BHLB · Entity 649 | SaleCommon Stock | 2,756 | $24.99 | $68,876.85 |
DisclosureSEC source: 0000921895-24-000172 · form412910003_01312024.xml · nonDerivative · entry 1 Zaitzeff Michael · CIK 0001861474 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · HOF III Fund Disclosed balance after: 0 F1 · ownership.nature: Securities of the Issuer beneficially owned directly by HOF III Liquidating Partnership L.P. ("HOF III Fund"). VM GP VII LLC ("VM GP VII"), as the general partner of HOF III Fund, may be deemed the beneficial owner of the securities of the Issuer beneficially owned by HOF III Fund. HoldCo Asset Management, LP ("HoldCo Asset Management"), as the investment manager of HOF III Fund, may be deemed the beneficial owner of the securities of the Issuer beneficially owned by HOF III Fund. VM GP II LLC ("VM GP II"), as the general partner of HoldCo Asset Management, may be deemed the beneficial owner of the securities of the Issuer beneficially owned by HOF III Fund. The Reporting Person, as a managing member of each of VM GP II and VM GP VII, may be deemed the beneficial owner of the securities of the Issuer beneficially owned by HOF III Fund. F8 · ownership.nature: The Reporting Person disclaims beneficial ownership of the securities of the Issuer reported herein except to the extent of his pecuniary interest therein, and this report shall not be deemed to be an admission that the Reporting Person is the beneficial owner of such securities for purposes of Section 16 or for any other purpose. Read SEC document |
| January 30, 2023 Filed Feb 1, 2023 19:45 UTC | Beacon Financial Corp BHLB · Entity 649 | GrantCommon Stock | 2,141 | $0.00 | $0.00 |
DisclosureSEC source: 0000921895-23-000230 · form412910003_02012023.xml · nonDerivative · entry 1 Zaitzeff Michael · CIK 0001861474 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By Stock Award III Disclosed balance after: 2,141 F1 · ownership.nature: Stock Awards granted pursuant to the Berkshire Hills Bancorp, Inc. 2018 Equity Compensation Plan vest 100% on January 30, 2024. HOF III Liquidating Partnership L.P. ("HOF III Fund") and VM GP VII LLC ("VM GP VII") will each receive its proportionate share of the economic benefits, if any, of this Stock Award. F7 · ownership.nature: The Reporting Person disclaims beneficial ownership of the securities of the Issuer reported herein except to the extent of his pecuniary interest therein, and this report shall not be deemed to be an admission that the Reporting Person is the beneficial owner of such securities for purposes of Section 16 or for any other purpose. Read SEC document |
| May 16, 2022 Filed May 18, 2022 17:40 UTC | Beacon Financial Corp BHLB · Entity 649 | SaleCommon Stock | 1,274,279 | $24.70 | $31,474,691.30 |
DisclosureSEC source: 0000921895-22-001718 · form412910003_05182022.xml · nonDerivative · entry 4 Zaitzeff Michael · CIK 0001861474 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · HOF III Fund Disclosed balance after: 0 F2 · ownership.nature: The Reporting Person disclaims beneficial ownership of the securities of the Issuer reported herein except to the extent of his pecuniary interest therein, and this report shall not be deemed to be an admission that the Reporting Person is the beneficial owner of such securities for purposes of Section 16 or for any other purpose. Read SEC document |
| March 16, 2022 Filed Mar 16, 2022 22:00 UTC | Beacon Financial Corp BHLB · Entity 649 | OtherCommon Stock | 1,274,279 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000921895-22-000892 · form412910003_03162022.xml · nonDerivative · entry 5 Zaitzeff Michael · CIK 0001861474 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · HOF III Fund Disclosed balance after: 1,274,279 F8 · kind: HOF III Fund received 1,274,279 shares of common stock of the Issuer in the Holdco Fund Distribution. F8 · shares: HOF III Fund received 1,274,279 shares of common stock of the Issuer in the Holdco Fund Distribution. F8 · price: HOF III Fund received 1,274,279 shares of common stock of the Issuer in the Holdco Fund Distribution. F2 · ownership.nature: The Reporting Person disclaims beneficial ownership of the securities of the Issuer reported herein except to the extent of his pecuniary interest therein, and this report shall not be deemed to be an admission that the Reporting Person is the beneficial owner of such securities for purposes of Section 16 or for any other purpose. F9 · ownership.nature: Securities of the Issuer beneficially owned directly by HOF III Fund. VM GP VII, as the general partner of HOF III Fund, may be deemed the beneficial owner of the securities of the Issuer beneficially owned by HOF III Fund. HoldCo Asset Management, as the investment manager of HOF III Fund, may be deemed the beneficial owner of the securities of the Issuer beneficially owned by HOF III Fund. VM GP II, as the general partner of HoldCo Asset Management, may be deemed the beneficial owner of the securities of the Issuer beneficially owned by HOF III Fund. The Reporting Person, as a managing member of each of VM GP II and VM GP VII, may be deemed the beneficial owner of the securities of the Issuer beneficially owned by HOF III Fund. Read SEC document |
| March 16, 2022 Filed Mar 16, 2022 22:00 UTC | Beacon Financial Corp BHLB · Entity 649 | OtherCommon Stock | 398,923 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000921895-22-000892 · form412910003_03162022.xml · nonDerivative · entry 4 Zaitzeff Michael · CIK 0001861474 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · VM GP VII Disclosed balance after: 398,923 F6 · kind: VM GP VII received 398,923 shares of common stock of the Issuer in the Holdco Fund Distribution. F6 · shares: VM GP VII received 398,923 shares of common stock of the Issuer in the Holdco Fund Distribution. F6 · price: VM GP VII received 398,923 shares of common stock of the Issuer in the Holdco Fund Distribution. F2 · ownership.nature: The Reporting Person disclaims beneficial ownership of the securities of the Issuer reported herein except to the extent of his pecuniary interest therein, and this report shall not be deemed to be an admission that the Reporting Person is the beneficial owner of such securities for purposes of Section 16 or for any other purpose. F7 · ownership.nature: Securities of the Issuer beneficially owned directly by VM GP VII. The Reporting Person, as a managing member of VM GP VII, may be deemed the beneficial owner of the securities of the Issuer beneficially owned by VM GP VII. Read SEC document |
| March 16, 2022 Filed Mar 16, 2022 22:00 UTC | Beacon Financial Corp BHLB · Entity 649 | OtherCommon Stock | 1,673,202 | Not disclosed | Not disclosed |
DisclosureSEC source: 0000921895-22-000892 · form412910003_03162022.xml · nonDerivative · entry 3 Zaitzeff Michael · CIK 0001861474 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By HoldCo Opportunities Fund III Disclosed balance after: 0 F5 · kind: On March 16, 2022, Holdco Fund engaged in a distribution of all the shares of common stock of the Issuer beneficially owned by it to HOF III Liquidating Partnership L.P. ("HOF III Fund") and VM GP VII for no consideration (the "Holdco Fund Distribution"). Represents the distribution of 1,673,202 shares of common stock of the Issuer held by Holdco Fund pursuant to the Holdco Fund Distribution. F5 · shares: On March 16, 2022, Holdco Fund engaged in a distribution of all the shares of common stock of the Issuer beneficially owned by it to HOF III Liquidating Partnership L.P. ("HOF III Fund") and VM GP VII for no consideration (the "Holdco Fund Distribution"). Represents the distribution of 1,673,202 shares of common stock of the Issuer held by Holdco Fund pursuant to the Holdco Fund Distribution. F5 · price: On March 16, 2022, Holdco Fund engaged in a distribution of all the shares of common stock of the Issuer beneficially owned by it to HOF III Liquidating Partnership L.P. ("HOF III Fund") and VM GP VII for no consideration (the "Holdco Fund Distribution"). Represents the distribution of 1,673,202 shares of common stock of the Issuer held by Holdco Fund pursuant to the Holdco Fund Distribution. F1 · ownership.nature: Securities of the Issuer beneficially owned directly by HoldCo Opportunities Fund III, L.P. ("HoldCo Fund"). VM GP VII LLC ("VM GP VII"), as the general partner of HoldCo Fund, may be deemed the beneficial owner of the securities of the Issuer beneficially owned by HoldCo Fund. HoldCo Asset Management, LP ("HoldCo Asset Management"), as the investment manager of HoldCo Fund, may be deemed the beneficial owner of the securities of the Issuer beneficially owned by HoldCo Fund. VM GP II LLC ("VM GP II"), as the general partner of HoldCo Asset Management, may be deemed the beneficial owner of the securities of the Issuer beneficially owned by HoldCo Fund. The Reporting Person, as a managing member of each of VM GP II and VM GP VII, may be deemed the beneficial owner of the securities of the Issuer beneficially owned by HoldCo Fund. F2 · ownership.nature: The Reporting Person disclaims beneficial ownership of the securities of the Issuer reported herein except to the extent of his pecuniary interest therein, and this report shall not be deemed to be an admission that the Reporting Person is the beneficial owner of such securities for purposes of Section 16 or for any other purpose. Read SEC document |
| January 30, 2022 Filed Feb 1, 2022 19:55 UTC | Beacon Financial Corp BHLB · Entity 649 | GrantCommon Stock | 2,248 | $0.00 | $0.00 |
DisclosureSEC source: 0000921895-22-000289 · form412910003_02012022.xml · nonDerivative · entry 1 Zaitzeff Michael · CIK 0001861474 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By Stock Award II Disclosed balance after: 2,248 F1 · ownership.nature: Securities of the Issuer beneficially owned directly by HoldCo Opportunities Fund III, L.P. ("HoldCo Fund"). VM GP VII LLC ("VM GP VII"), as the general partner of HoldCo Fund, may be deemed the beneficial owner of the securities of the Issuer beneficially owned by HoldCo Fund. HoldCo Asset Management, LP ("HoldCo Asset Management"), as the investment manager of HoldCo Fund, may be deemed the beneficial owner of the securities of the Issuer beneficially owned by HoldCo Fund. VM GP II LLC ("VM GP II"), as the general partner of HoldCo Asset Management, may be deemed the beneficial owner of the securities of the Issuer beneficially owned by HoldCo Fund. The Reporting Person, as a managing member of each of VM GP II and VM GP VII, may be deemed the beneficial owner of the securities of the Issuer beneficially owned by HoldCo Fund. F2 · ownership.nature: The Reporting Person disclaims beneficial ownership of the securities of the Issuer reported herein except to the extent of his pecuniary interest therein, and this report shall not be deemed to be an admission that the Reporting Person is the beneficial owner of such securities for purposes of Section 16 or for any other purpose. F4 · ownership.nature: Stock Awards granted pursuant to the Berkshire Hills Bancorp, Inc. 2018 Equity Compensation Plan vest 100% on January 30, 2023. HoldCo Fund (as defined above) receives the economic benefit, if any, of this Stock Award. Read SEC document |
| July 01, 2021 Filed Jul 6, 2021 20:05 UTC | Beacon Financial Corp BHLB · Entity 649 | GrantCommon Stock | 1,571 | $0.00 | $0.00 |
DisclosureSEC source: 0000921895-21-001766 · form412910003_07062021.xml · nonDerivative · entry 1 Zaitzeff Michael · CIK 0001861474 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By Stock Award I Disclosed balance after: 1,571 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, 2022. HoldCo Fund (as defined below) receives the economic benefit, if any, of this Stock Award. F2 · ownership.nature: Securities of the Issuer beneficially owned by HoldCo Opportunities Fund III, L.P. ("HoldCo Fund"). VM GP VII LLC ("VM GP VII"), as the general partner of HoldCo Fund, may be deemed the beneficial owner of the securities of the Issuer beneficially owned by HoldCo Fund. HoldCo Asset Management, LP ("HoldCo Asset Management"), as the investment manager of HoldCo Fund, may be deemed the beneficial owner of the securities of the Issuer beneficially owned by HoldCo Fund. VM GP II LLC ("VM GP II"), as the general partner of HoldCo Asset Management, may be deemed the beneficial owner of the securities of the Issuer beneficially owned by HoldCo Fund. The Reporting Person, as a managing member of each of VM GP II and VM GP VII, may be deemed the beneficial owner of the securities of the Issuer beneficially owned by HoldCo Fund. F3 · ownership.nature: The Reporting Person disclaims beneficial ownership of the securities of the Issuer reported herein except to the extent of his pecuniary interest therein, and this report shall not be deemed to be an admission that the Reporting Person is the beneficial owner of such securities for purposes of Section 16 or for any other purpose. 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.