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.
Beacon Financial Corporation filings document the regulatory record of a NYSE-listed bank holding company for Beacon Bank & Trust. The company’s 8-K reports disclose quarterly results, Regulation FD investor presentations, dividend approvals, stock-repurchase authorization and related bank-regulatory non-objection, along with material-event disclosures tied to its capital structure and operations.
Beacon Financial’s proxy materials cover annual meeting voting matters, board governance, executive compensation and equity-award disclosures. Its filings also identify the company’s common stock, par value and exchange listing, and provide formal disclosure around the completed merger of equals that established the current Beacon Financial and Beacon Bank organization.
Beacon Financial Corporation states that its directors may be removed, with or without cause, by the affirmative vote of at least a majority of the voting power of all outstanding shares entitled to vote in director elections, consistent with Section 141(k) of the Delaware General Corporation Law. The Board of Directors plans to propose an amendment to the certificate of incorporation at the next annual meeting of stockholders to reflect this removal standard. The Board also states it does not believe calling a special stockholder meeting solely to amend the charter is in stockholders’ best interests due to the associated costs.
Beacon Financial Corp President and CEO Paul A. Perrault reported stock awards and updated holdings. He received two grants of 18,174 shares of common stock each at $0.00 per share as "grant, award, or other acquisition" transactions on June 16, 2026.
Footnotes state one grant is restricted stock that vests in three equal annual installments starting one year from grant, and the other is performance-based restricted stock that vests on the third anniversary based on performance metrics. After these awards, Perrault directly holds 258,649 shares, which include restricted stock granted under the 2025 Stock Option and Incentive Plan, and indirectly holds 31,500 shares through Paul A. Perrault GRAT #3.
McCurdy Michael W. reported acquisition or exercise transactions in this Form 4 filing.
Beacon Financial Corp Chief Banking Officer Michael W. McCurdy received equity awards in the form of restricted stock, not open-market purchases. On the grant date, he was awarded 5,167 shares of restricted stock that vest in three equal annual installments starting one year after grant.
He also received 5,167 performance-based restricted shares that vest on the third anniversary of the grant date, subject to performance metrics under the 2025 Beacon Financial Corporation Stock Option and Incentive Plan. These awards increase his equity-based compensation and align part of his pay with time- and performance-based conditions.
Meiklejohn Mark J. reported acquisition or exercise transactions in this Form 4 filing.
Beacon Financial Corp Chief Credit Officer Mark J. Meiklejohn reported receiving two grants of 4,420 shares each of common stock as awards, not open-market purchases. One grant is restricted stock that vests in three equal annual installments starting one year after the grant date. The other is performance-based restricted stock that vests on the third anniversary of the grant date if specified performance metrics are met. Following these awards, his direct holdings are reported as 57,602 shares in one line and 53,182 shares in another, both figures including restricted stock granted under the 2025 Stock Option and Incentive Plan.
Levante Gary R. reported acquisition or exercise transactions in this Form 4 filing.
Beacon Financial Corp Chief Marketing Officer receives equity awards. Levante Gary R., the Chief Marketing Officer of Beacon Financial Corp, was granted two awards of common stock, each covering 2,164 shares at no cash cost to him.
One grant consists of restricted stock under the 2025 Beacon Financial Corporation Stock Option and Incentive Plan that vests in three equal annual installments starting one year after the grant date. The second grant is performance-based restricted stock under the same plan, vesting on the third anniversary of the grant date if specified performance metrics are achieved.
Rosengren Eric S reported acquisition or exercise transactions in this Form 4 filing.
Beacon Financial Corp director Eric S. Rosengren received a grant of 2,509 shares of common stock as equity compensation. The award was made at no cash cost per share under the 2025 Beacon Financial Corporation Stock Option and Incentive Plan.
The restricted stock vests one year from the grant date of June 16, 2026. After this grant, Rosengren directly holds a total of 7,431 shares of Beacon Financial Corp common stock, reflecting his current equity stake as a board member.
Pereira John M. reported acquisition or exercise transactions in this Form 4 filing.
Beacon Financial Corp director Pereira John M. received a grant of 2,509 shares of Common Stock as restricted stock. The award was made at no cash cost to him and was issued under the 2025 Beacon Financial Corporation Stock Option and Incentive Plan. The restricted shares vest one year from the grant date, increasing his direct ownership to 21,940 Common Stock shares.
Chang Joanne B. reported acquisition or exercise transactions in this Form 4 filing.
Beacon Financial Corp director Joanne B. Chang received a grant of 2,509 shares of common stock as restricted stock compensation. The award was granted at no cash cost to her and was issued under the 2025 Beacon Financial Corporation Stock Option and Incentive Plan. After this grant, she directly holds 12,952 common shares. The restricted shares vest one year from the grant date, meaning she must remain in service through that period to fully earn the award.
Beacon Financial Corp director Karyn Polito received a grant of restricted stock, not an open-market purchase. She was awarded 2,509 shares of Common Stock at no cash cost, described as a grant, award, or other acquisition. The award was made under the 2025 Beacon Financial Corporation Stock Option and Incentive Plan and the restricted shares vest one year from the grant date. Following this grant, Polito directly holds 7,958 shares of Beacon Financial Corp common stock.
Fitzgerald Margaret Boles reported acquisition or exercise transactions in this Form 4 filing.
Beacon Financial Corp director Margaret Boles Fitzgerald received a grant of restricted common stock as equity compensation. She was awarded 2,509 shares of common stock at $0.00 per share under the 2025 Beacon Financial Corporation Stock Option and Incentive Plan, and these shares vest one year from the grant date. Following the grant, she holds 18,580 common shares directly, and a separate line shows 273 common shares held indirectly through an IRA.