Welcome to our dedicated page for Beacon Financial SEC filings (Ticker: BBT), a comprehensive resource for investors and traders seeking official regulatory documents including 10-K annual reports, 10-Q quarterly earnings, 8-K material events, and insider trading forms.
This page provides access to U.S. Securities and Exchange Commission filings for Beacon Financial Corporation (NYSE: BBT), the Delaware-incorporated holding company for Beacon Bank & Trust. Through these documents, investors can review the company’s official financial and regulatory disclosures.
Beacon Financial’s filings include current reports on Form 8-K, such as those announcing quarterly earnings, dividend declarations, and the completion of the merger of equals between Berkshire Hills Bancorp, Inc. and Brookline Bancorp, Inc. An amended Form 8-K explains the transaction structure, the change of the corporate name to Beacon Financial Corporation, and the change in New York Stock Exchange ticker from BHLB to BBT. These filings also reference pro forma combined financial information prepared in connection with the merger.
In addition to 8-Ks, investors can use this page to locate the company’s annual reports on Form 10-K and quarterly reports on Form 10-Q, which contain detailed discussions of net interest income, non-interest income, provisions for credit losses, non-interest expenses, asset quality metrics, and capital ratios. These periodic reports provide insight into Beacon Financial’s balance sheet, including loans, deposits, investment securities, and borrowed funds, as well as information about its regional banking franchise in New England and New York.
Stock Titan enhances these filings with AI-powered summaries that highlight key points from lengthy documents, helping users quickly understand major developments, risk factors, and financial trends without reading every page. Real-time updates from the SEC’s EDGAR system ensure that new Beacon Financial filings, including Forms 10-K, 10-Q, 8-K, and other relevant documents, appear promptly. Users can also review filings related to dividends and other Board actions disclosed through current reports.
Beacon Financial Corporation is asking stockholders to vote at its 2026 virtual Annual Meeting on May 13, 2026. Proposals include electing 16 directors, ratifying KPMG LLP as auditor for 2026, and approving a non-binding “say on pay” vote for named executive officers.
The proxy describes Beacon’s 2025 merger of equals between Berkshire Hills Bancorp and Brookline Bancorp, which created Beacon Bank & Trust. The combined Bank is among the top 100 U.S. banks with over $23 billion in total assets, approximately 2,000 employees and more than 145 branches and commercial centers across New England and New York.
Each share of common stock has one vote, and there were 84,028,225 shares outstanding on the March 20, 2026 record date. Fifteen of sixteen director nominees are independent under NYSE rules, and the Board operates four key committees overseeing audit, compensation, governance and risk.
Beacon Financial Corporation owners filed a Schedule 13G reporting group ownership by Integrated Core Strategies (US) LLC, Millennium Management LLC, Millennium Group Management LLC and Israel A. Englander. The filing lists 4,565,343 shares (5.4%) for Integrated Core Strategies and 4,701,289 shares (5.6%) for Millennium-related filers as beneficially held.
The ownership positions are reported as shared voting and shared dispositive power. A Joint Filing Agreement dated March 25, 2026 is attached and signatures appear for the named filers.
Beacon Financial Corp: The Vanguard Group filed Amendment No. 13 to a Schedule 13G/A stating it beneficially owns 0 shares of Beacon Financial Corp common stock as reported in the amendment.
The filing explains an internal realignment on January 12, 2026 that led certain Vanguard subsidiaries and business divisions to report beneficial ownership separately from The Vanguard Group, Inc.
Beacon Financial Corporation filed an automatic Form S-3 shelf registration to permit the offering and resale, from time to time after effectiveness, of a variety of securities including common stock, preferred stock, debt securities, depositary shares, warrants, purchase contracts, units and subscription rights.
The prospectus states offerings may be by the company or by one or more selling securityholders and that the company will not receive proceeds from sales by selling securityholders. The prospectus references the NYSE ticker BBT and a closing share price of $29.83 on March 3, 2026.
Beacon Financial Corporation, formerly Berkshire Hills Bancorp, reported strong 2025 results following its merger of equals with Legacy Brookline Bancorp and rebranding under ticker BBT.
Loans and leases rose to $18.0 billion, up 84.4%, while deposits reached $19.5 billion, up 119.2%, largely reflecting the combination. Commercial loans totaled $14.0 billion, 77.4% of loans. Net interest income increased 52.6% to $503.1 million, with net interest margin improving to 3.56% from 3.06%. Net income grew 31.4% to $90.3 million and EPS increased to $1.03 from $0.77. Asset quality remained manageable: nonperforming assets were $116.7 million, or 0.50% of total assets, and the allowance for loan and lease losses was $252.8 million, or 1.40% of loans and leases.
Beacon Financial Corp Chief Banking Officer Michael W. McCurdy reported an open-market sale of 17,333 shares of common stock at a weighted average price of $31.04 per share. After this transaction, he directly owns 25,555 common shares.
The shares were sold in multiple trades at prices ranging from $31.17 to $30.91, according to the filing footnote.
BBT reported a Form 144 showing a proposed sale of Common shares by Morgan Stanley Smith Barney LLC Executive Financial Services. The filing lists multiple restricted stock vesting lots under a registered plan, including 08/02/2024 for 5,773 shares and 08/03/2023 for 2,866 shares. The entries are described as issuer compensation-related restricted stock vesting entries with specific vesting dates and share counts.
Beacon Financial Corporation reported its earnings for the quarter ended December 31, 2025 through a press release issued on January 28, 2026. The Board approved a regular quarterly dividend of $0.3225 per share, payable on February 27, 2026 to stockholders of record on February 13, 2026. The company also made an accompanying investor presentation available on its website, providing additional detail on its results and outlook, and furnished both the earnings release and the presentation as exhibits to this report.
Beacon Financial Corporation, formerly Berkshire Hills Bancorp, filed Amendment No. 1 to a prior Form 8-K to add detailed financial information related to its completed merger of equals with Brookline Bancorp. The filing supplies Brookline’s audited financial statements for the years ended December 31, 2024 and 2023, interim statements for the six months ended June 30, 2025, and unaudited pro forma combined financial data showing the merged company as a reverse acquisition of Berkshire by Brookline. The amendment also reiterates that the company has changed its name to Beacon Financial Corporation and its New York Stock Exchange ticker symbol to BBT, and notes that no other changes were made to the original report.