BBT Form 144: Proposed sale of common shares

BBT reported a Form 144 showing a proposed sale of Common shares by Morgan Stanley Smith Barney LLC Executive Financial Services.

Accepted by SEC EDGAR 02/25/2026 - 04:06 PM EST Learn about SEC filing dates

Rhea-AI Filing Summary

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.

Insights

Securities Counsel

Form 144 records proposed dispositions of vested restricted shares by an affiliate broker-dealer.

The filing lists multiple restricted-stock vesting events under a registered plan that are being offered for sale through a broker-dealer identified as Morgan Stanley Smith Barney LLC Executive Financial Services. The entries tie specific share counts to vesting dates, which is standard in reporting proposed affiliate sales.

Regulatoryly, the listing of vesting lots and dates is procedural; any actual sale will be subject to the conditions and timing required by the securities rules and the broker-dealer's handling. Subsequent trade reports or an amended Form 4/144 would show completion.

FAQ

AI-generated questions and answers. How Rhea-AI works. Not financial advice.

What does the BBT Form 144 disclose?

The Form 144 discloses a proposed sale of Common shares by Morgan Stanley Smith Barney LLC Executive Financial Services. It lists restricted stock vesting lots under a registered plan with share counts and vesting dates, including specific lots on 08/02/2024 and 08/03/2023.

Who is the selling party listed on the Form 144 for BBT?

The filing names Morgan Stanley Smith Barney LLC Executive Financial Services at 1 New York Plaza, New York. The entry appears as the broker-dealer/affiliate associated with the proposed sale; further attribution or ultimate seller identity is not detailed in the excerpt.

Which share lots are listed as vesting in the filing?

The excerpt lists multiple restricted-stock vesting entries, including 5,773 shares vesting on 08/02/2024 and 2,866 shares vesting on 08/03/2023. Other smaller lots with earlier vesting dates are also enumerated in the filing.

Does the Form 144 mean the shares have been sold?

No. The Form 144 indicates a proposed sale of shares related to vested restricted stock. Actual sales would be executed separately and reported through trade reports or subsequent filings; completion is not shown in the provided excerpt.

AI-generated analysis. How Rhea-AI works. Not financial advice.

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Form 144 Filer Information	UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Form 144 NOTICE OF PROPOSED SALE OF SECURITIES PURSUANT TO RULE 144 UNDER THE SECURITIES ACT OF 1933
FORM 144

144: Filer Information

Filer CIK	0001422052
Filer CCC	XXXXXXXX
Is this a LIVE or TEST Filing?	LIVE TEST
Submission Contact Information
Name
Phone
E-Mail Address

144: Issuer Information

Name of Issuer	BEACON FINANCIAL CORPORATION
SEC File Number	001-15781
Address of Issuer	131 CLARENDON STREET BOSTON MASSACHUSETTS 02116
Phone	617-641-9206
Name of Person for Whose Account the Securities are To Be Sold	MICHAEL MCCURDY
See the definition of "person" in paragraph (a) of Rule 144. Information is to be given not only as to the person for whose account the securities are to be sold but also as to all other persons included in that definition. In addition, information shall be given as to sales by all persons whose sales are required by paragraph (e) of Rule 144 to be aggregated with sales for the account of the person filing this notice.
Relationship to Issuer	Officer

144: Securities Information

Title of the Class of Securities To Be Sold	Name and Address of the Broker	Number of Shares or Other Units To Be Sold	Aggregate Market Value	Number of Shares or Other Units Outstanding	Approximate Date of Sale	Name the Securities Exchange
Common	Morgan Stanley Smith Barney LLC Executive Financial Services 1 New York Plaza 8th Floor New York NY 10004	17333	520704.12	83816086	02/25/2026	NYSE

Furnish the following information with respect to the acquisition of the securities to be sold and with respect to the payment of all or any part of the purchase price or other consideration therefor:

144: Securities To Be Sold

Title of the Class	Date you Acquired	Nature of Acquisition Transaction	Name of Person from Whom Acquired	Is this a Gift?	Date Donor Acquired	Amount of Securities Acquired	Date of Payment	Nature of Payment *
Common	08/03/2022	Restricted stock vesting under a registered plan	Issuer			727	08/03/2022	Compensation
Common	08/02/2024	Restricted stock vesting under a registered plan	Issuer			5773	08/02/2024	Compensation
Common	08/03/2021	Restricted stock vesting under a registered plan	Issuer			727	08/02/2022	Compensation
Common	08/02/2023	Restricted stock vesting under a registered plan	Issuer			1865	08/02/2023	Compensation
Common	08/02/2021	Restricted stock vesting under a registered plan	Issuer			1639	08/02/2021	Compensation
Common	08/02/2022	Restricted stock vesting under a registered plan	Issuer			2856	08/02/2022	Compensation
Common	08/03/2023	Restricted stock vesting under a registered plan	Issuer			2866	08/03/2023	Compensation
Common	08/02/2020	Restricted stock vesting under a registered plan	Issuer			880	08/02/2020	Compensation

* If the securities were purchased and full payment therefor was not made in cash at the time of purchase, explain in the table or in a note thereto the nature of the consideration given. If the consideration consisted of any note or other obligation, or if payment was made in installments describe the arrangement and state when the note or other obligation was discharged in full or the last installment paid.

Furnish the following information as to all securities of the issuer sold during the past 3 months by the person for whose account the securities are to be sold.

144: Securities Sold During The Past 3 Months

Nothing to Report

144: Remarks and Signature

Remarks
Date of Notice	02/25/2026
ATTENTION:
The person for whose account the securities to which this notice relates are to be sold hereby represents by signing this notice that he does not know any material adverse information in regard to the current and prospective operations of the Issuer of the securities to be sold which has not been publicly disclosed. If such person has adopted a written trading plan or given trading instructions to satisfy Rule 10b5-1 under the Exchange Act, by signing the form and indicating the date that the plan was adopted or the instruction given, that person makes such representation as of the plan adoption or instruction date.
Signature	/s/ Michael W McCurdy
ATTENTION: Intentional misstatements or omission of facts constitute Federal Criminal Violations (See 18 U.S.C. 1001)