Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Beacon Financial CorpBHLB · Entity 649 | EVP, Head of Retail Banking | January 30, 2024 | February 01, 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 January 30, 2024 · Filed February 01, 2024
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 1,025 |
Reported balance
After 2024-01-30 transaction · row 1
1 source rowRow 1 · 2024-01-30 · Tax withholding · Disposed 417 · Balance 1,025 |
| Common StockSEC Table I · non-derivative | IndirectBy Stock Award II | 1,318 |
Reported balance
Holding disclosure · report date 2024-01-30 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 1,318 F3: 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. 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, 2024. |
| Common StockSEC Table I · non-derivative | IndirectBy Stock Award I | 466 |
Reported balance
Holding disclosure · report date 2024-01-30 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 466 F3: 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. F1: 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. |
Filing footnotes · ownership attribution and instrument terms
F1: 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.
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, 2024.
F3: 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.
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 |
|---|---|---|---|---|---|---|
| January 30, 2024 Filed Feb 1, 2024 15:15 UTC | Beacon Financial Corp BHLB · Entity 649 | Tax withholdingCommon Stock | 417 | $25.05 | $10,445.85 |
DisclosureSEC source: 0001437749-24-002757 · rdgdoc.xml · nonDerivative · entry 1 Bellomia Lucia · CIK 0001892838 · EVP, Head of Retail Banking 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,025 Read SEC document |
| January 30, 2023 Filed Feb 1, 2023 18:26 UTC | Beacon Financial Corp BHLB · Entity 649 | GrantCommon Stock | 1,977 | $0.00 | $0.00 |
DisclosureSEC source: 0001567619-23-001603 · doc1.xml · nonDerivative · entry 2 Bellomia Lucia · CIK 0001892838 · EVP, Head of Retail Banking 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 18:26 UTC | Beacon Financial Corp BHLB · Entity 649 | Tax withholdingCommon Stock | 174 | $30.36 | $5,282.64 |
DisclosureSEC source: 0001567619-23-001603 · doc1.xml · nonDerivative · entry 1 Bellomia Lucia · CIK 0001892838 · EVP, Head of Retail Banking 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 317 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 21:43 UTC | Beacon Financial Corp BHLB · Entity 649 | GrantCommon Stock | 1,398 | $0.00 | $0.00 |
DisclosureSEC source: 0001567619-22-002247 · doc1.xml · nonDerivative · entry 1 Bellomia Lucia · CIK 0001892838 · EVP, Head of Retail Banking 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.